Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 119 |
Walleye Trading LLC | 32 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 98 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 96 |
Citadel Advisors | 31 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 95 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 82 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.06% | 0.24% | Q1 2012 | Q3 2023 | 80 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.11% | Q1 2012 | Q3 2023 | 79 |
JANE STREET GROUP, LLC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 70 |
Parallax Volatility Advisers, L.P. | 17 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 64 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 63 |
Jefferies Group LLC | 15 | 1 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2022 | 63 |
TWO SIGMA INVESTMENTS, LP | 29 | 1 | 0.00% | 0.06% | 0.46% | Q2 2013 | Q3 2023 | 63 |
BNP PARIBAS FINANCIAL MARKETS | 41 | 41 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q3 2023 | 60 |
D. E. Shaw & Co., Inc. | 28 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 59 |
UBS Group AG | 36 | 36 | 0.00% | 0.07% | 0.24% | Q4 2014 | Q3 2023 | 59 |
CAPSTONE INVESTMENT ADVISORS, LLC | 19 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.12% | 0.24% | 0.67% | Q1 2009 | Q3 2023 | 59 |
DONALDSON CAPITAL MANAGEMENT, LLC | 55 | 55 | 0.18% | 0.50% | 0.78% | Q1 2010 | Q3 2023 | 55 |
WOLVERINE TRADING, LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 55 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.06% | 0.27% | Q4 2012 | Q4 2022 | 54 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 53 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 52 |
MILLENNIUM MANAGEMENT LLC | 19 | 4 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 51 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.06% | 0.14% | Q1 2013 | Q3 2023 | 51 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.04% | 0.23% | 0.55% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.06% | 0.09% | 0.12% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.16% | 0.41% | 0.65% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.05% | 0.27% | 0.60% | Q4 2011 | Q3 2023 | 48 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.20% | 0.49% | Q1 2012 | Q3 2023 | 47 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 47 |
AMALGAMATED BANK | 40 | 6 | 0.09% | 0.13% | 0.18% | Q4 2011 | Q3 2023 | 46 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.09% | 0.18% | Q3 2013 | Q3 2023 | 46 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 46 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 45 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.01% | 0.03% | 0.34% | Q2 2009 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.04% | Q4 2012 | Q3 2023 | 44 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.42% | 0.58% | Q2 2013 | Q3 2023 | 44 |
Rothschild Capital Partners, LLC | 42 | 42 | 2.93% | 4.14% | 6.14% | Q2 2013 | Q3 2023 | 44 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.01% | 0.52% | 1.84% | Q2 2013 | Q4 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 0.20% | 0.36% | 0.61% | Q2 2013 | Q4 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.07% | 0.27% | Q4 2012 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.03% | 0.18% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.06% | 0.18% | Q1 2013 | Q3 2023 | 43 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 43 | 43 | 0.86% | 1.88% | 2.59% | Q1 2013 | Q3 2023 | 43 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.08% | 0.84% | Q1 2009 | Q3 2023 | 43 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 1 | 0.02% | 0.11% | 0.20% | Q2 2010 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.10% | 0.13% | 0.17% | Q1 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 1.07% | 1.80% | 3.09% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.01% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 43 |
First Financial Bank - Trust Division | 43 | 43 | 0.31% | 0.78% | 1.23% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.04% | 0.09% | 0.15% | Q1 2013 | Q3 2023 | 43 |
NOMURA HOLDINGS INC | 29 | 4 | 0.00% | 0.01% | 0.06% | Q4 2012 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.03% | 0.04% | Q4 2012 | Q2 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.09% | 0.23% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.04% | 0.14% | 0.24% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.02% | 0.07% | 0.11% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.11% | 0.22% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.08% | 0.12% | 0.15% | Q1 2013 | Q3 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 0.93% | 1.52% | 1.92% | Q2 2013 | Q4 2023 | 43 |
ALTA CAPITAL MANAGEMENT LLC/ | 42 | 42 | 0.02% | 1.78% | 3.46% | Q2 2013 | Q3 2023 | 42 |
Sarasin & Partners LLP | 42 | 42 | 0.16% | 2.32% | 3.57% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.06% | 0.30% | 0.61% | Q2 2013 | Q3 2023 | 42 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.77% | 1.56% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q4 2023 | 42 |
EAGLE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 2.30% | 4.88% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.00% | 0.14% | 0.60% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.39% | 0.84% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.19% | 0.33% | 0.42% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.84% | 2.09% | 2.93% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.03% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 2.48% | 3.34% | 4.30% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.03% | 0.28% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.34% | 1.05% | 1.50% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.14% | 0.95% | 1.30% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.05% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MCDONALD CAPITAL INVESTORS INC/CA | 42 | 42 | 4.46% | 8.79% | 12.13% | Q2 2013 | Q3 2023 | 42 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 42 | 42 | 0.20% | 0.83% | 1.17% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.06% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.09% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.74% | 1.22% | 1.54% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.76% | 1.52% | 2.13% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.10% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.18% | 0.45% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.09% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DILLON & ASSOCIATES INC | 42 | 42 | 1.50% | 1.99% | 2.66% | Q2 2013 | Q3 2023 | 42 |
OAK RIDGE INVESTMENTS LLC | 42 | 42 | 0.36% | 0.70% | 1.15% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.39% | 0.96% | 1.42% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 1.10% | 1.42% | 1.84% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.13% | 0.72% | 1.10% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.10% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.37% | 0.77% | 1.04% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.04% | 0.25% | 0.40% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.07% | 0.37% | 0.81% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.18% | 0.33% | 0.40% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.01% | 0.24% | 0.61% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.22% | 1.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.10% | 0.49% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 0.52% | 1.81% | 3.27% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MAIRS & POWER INC | 42 | 42 | 2.79% | 3.83% | 4.61% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.63% | 1.36% | 1.92% | Q2 2013 | Q3 2023 | 42 |
FACTORY MUTUAL INSURANCE CO | 42 | 42 | 0.17% | 0.28% | 0.37% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.19% | 0.77% | 1.34% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.02% | 0.22% | 0.67% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 1.27% | 1.70% | 2.50% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
VAN STRUM & TOWNE INC. | 42 | 42 | 2.30% | 3.60% | 5.29% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
DUDLEY & SHANLEY, INC. | 42 | 42 | 3.31% | 4.57% | 7.15% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 1.33% | 3.01% | 3.74% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 3.00% | 4.03% | 5.22% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.14% | 0.37% | 0.86% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.90% | 1.56% | 2.07% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.09% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 1.37% | 2.05% | 2.95% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PENINSULA ASSET MANAGEMENT INC | 42 | 42 | 1.89% | 2.55% | 3.33% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.05% | 1.03% | 2.66% | Q2 2013 | Q3 2023 | 42 |
Markel Corporation | 42 | 42 | 0.15% | 0.61% | 1.15% | Q2 2013 | Q3 2023 | 42 |
ZWJ INVESTMENT COUNSEL INC | 42 | 42 | 0.03% | 0.49% | 1.95% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q1 2023 | 42 |
MCDANIEL TERRY & CO | 42 | 42 | 2.77% | 4.29% | 5.65% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.39% | 0.56% | 0.88% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.05% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
JENSEN INVESTMENT MANAGEMENT INC | 42 | 42 | 0.08% | 2.75% | 5.06% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Services of America, Inc. | 42 | 42 | 2.34% | 2.90% | 3.71% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.44% | 0.81% | 1.24% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 0.50% | 0.76% | 1.01% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 0.51% | 0.85% | 1.34% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.14% | 0.26% | 0.44% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.10% | 0.51% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.09% | 0.15% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AUGUSTINE ASSET MANAGEMENT INC | 42 | 42 | 1.38% | 2.13% | 3.83% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.00% | 0.25% | 0.37% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.32% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.11% | 0.15% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
EASTERN BANK | 42 | 42 | 0.15% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.06% | 0.25% | 0.67% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.63% | 0.80% | 1.08% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.07% | 0.48% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.14% | 0.27% | 0.50% | Q2 2013 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.00% | 0.69% | 0.97% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.05% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.09% | 0.18% | 0.38% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.07% | 0.29% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Life Insurance Co | 42 | 42 | 0.02% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.92% | 1.15% | 1.52% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.43% | 1.19% | 1.98% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.14% | 0.26% | 0.40% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.04% | 0.12% | 0.52% | Q2 2013 | Q3 2023 | 42 |
BILL & MELINDA GATES FOUNDATION TRUST | 42 | 42 | 2.07% | 3.05% | 4.86% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.15% | 0.29% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.17% | 0.27% | 0.44% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.05% | 0.18% | 0.58% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.03% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.04% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.18% | 0.56% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.06% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PENSIOENFONDS RAIL & OV | 42 | 42 | 1.28% | 2.95% | 3.79% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.01% | 0.19% | 0.35% | Q2 2013 | Q3 2023 | 42 |
NOESIS CAPITAL MANGEMENT CORP | 42 | 42 | 2.10% | 2.77% | 3.52% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CANTILLON CAPITAL MANAGEMENT LLC | 42 | 42 | 2.15% | 4.54% | 7.61% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.21% | 0.43% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.33% | 0.58% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.03% | 0.32% | 0.93% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.25% | 1.09% | 2.09% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.10% | 0.53% | 1.05% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.08% | 0.44% | 0.77% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.43% | 2.44% | 3.62% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.06% | 0.12% | 0.18% | Q2 2012 | Q4 2022 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 1.09% | 1.87% | 2.46% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 1.38% | 3.17% | 3.90% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.85% | 1.21% | 1.50% | Q2 2013 | Q3 2023 | 42 |
LaFleur & Godfrey LLC | 42 | 42 | 2.14% | 4.06% | 5.60% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.18% | 0.43% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.10% | 0.52% | 1.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cubist Systematic Strategies, LLC | 21 | 7 | 0.00% | 0.11% | 0.44% | Q2 2014 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.03% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.06% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 2.64% | 3.46% | 4.60% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q4 2012 | Q1 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.11% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.60% | 0.77% | 1.07% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.51% | 0.87% | 1.80% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.03% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 1.14% | 1.78% | 2.45% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
A. D. Beadell Investment Counsel, Inc. | 42 | 42 | 0.30% | 0.42% | 0.64% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 0.50% | 0.84% | 1.32% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.87% | 1.38% | 1.66% | Q2 2013 | Q3 2023 | 42 |
SNS Financial Group, LLC | 28 | 1 | 0.03% | 0.09% | 0.18% | Q3 2014 | Q3 2023 | 42 |
Shelter Mutual Insurance Co | 42 | 42 | 1.09% | 1.60% | 2.24% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 1.16% | 1.58% | 2.45% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 0.22% | 0.93% | 2.61% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.09% | 0.31% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.10% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Triangle Securities Wealth Management | 42 | 42 | 0.25% | 0.47% | 0.87% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.11% | 0.91% | 1.47% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 1.08% | 2.31% | 3.44% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.03% | 0.21% | 0.53% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.30% | 0.62% | 1.14% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 1.40% | 1.87% | 2.57% | Q2 2013 | Q3 2023 | 42 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.07% | 0.38% | 0.65% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.05% | 0.31% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.38% | 0.74% | 1.19% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.06% | 0.24% | 0.46% | Q2 2013 | Q3 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 24 | 3 | 0.00% | 0.12% | 0.42% | Q1 2013 | Q3 2023 | 41 |
Iowa State Bank | 41 | 41 | 0.08% | 0.91% | 1.43% | Q2 2013 | Q2 2023 | 41 |
WMS Partners, LLC | 41 | 41 | 0.02% | 1.82% | 3.94% | Q2 2013 | Q2 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.08% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q1 2017 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.05% | 0.18% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.10% | 0.14% | 0.20% | Q1 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.19% | 0.43% | 0.63% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 41 |
JONES FINANCIAL COMPANIES LLLP | 27 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.04% | 0.07% | 0.13% | Q3 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.16% | 0.25% | 0.64% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.11% | 0.16% | 0.21% | Q3 2013 | Q3 2023 | 41 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 41 | 41 | 0.09% | 0.14% | 0.18% | Q3 2013 | Q3 2023 | 41 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2018 | 41 |
Hikari Tsushin, Inc. | 33 | 8 | 0.25% | 0.46% | 0.70% | Q2 2013 | Q3 2023 | 41 |
BAR HARBOR WEALTH MANAGEMENT | 34 | 1 | 0.02% | 0.07% | 0.19% | Q1 2013 | Q3 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.02% | 0.14% | 0.23% | Q3 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 1.04% | 1.76% | 2.13% | Q2 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Estabrook Capital Management | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
PGGM Investments | 36 | 5 | 0.07% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 41 |
TRUSTCO BANK CORP N Y | 22 | 19 | 0.36% | 0.54% | 0.74% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems | 37 | 3 | 0.11% | 0.16% | 0.21% | Q3 2013 | Q3 2023 | 40 |
SHELTON CAPITAL MANAGEMENT | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
GIRARD PARTNERS LTD. | 40 | 40 | 0.40% | 0.80% | 1.43% | Q4 2013 | Q3 2023 | 40 |
DE BURLO GROUP INC | 35 | 5 | 0.05% | 0.28% | 1.91% | Q3 2013 | Q3 2023 | 40 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 6 | 0.00% | 0.06% | 0.39% | Q3 2013 | Q3 2023 | 40 |
CWM, LLC | 32 | 8 | 0.01% | 0.50% | 2.44% | Q3 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 37 | 3 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 40 |
Hemenway Trust Co LLC | 40 | 40 | 0.03% | 0.25% | 0.40% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.11% | 0.16% | 0.20% | Q4 2013 | Q3 2023 | 40 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.04% | 0.58% | Q4 2014 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 38 | 2 | 0.00% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.10% | 0.13% | Q4 2013 | Q3 2023 | 40 |
Somerset Group LLC | 40 | 40 | 0.29% | 0.50% | 0.67% | Q4 2013 | Q3 2023 | 40 |
PUTNAM INVESTMENTS LLC | 38 | 2 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 40 |
APPLETON PARTNERS INC/MA | 40 | 40 | 0.12% | 0.50% | 1.42% | Q2 2013 | Q1 2023 | 40 |
M. Kraus & Co | 40 | 40 | 2.20% | 3.05% | 4.01% | Q4 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 40 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 38 | 2 | 0.07% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 0.06% | 0.50% | 0.88% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.30% | 0.55% | Q4 2013 | Q4 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 31 | 9 | 0.03% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 40 |
Douglass Winthrop Advisors, LLC | 40 | 40 | 0.02% | 1.32% | 2.75% | Q4 2013 | Q3 2023 | 40 |
GARRISON BRADFORD & ASSOCIATES INC | 39 | 39 | 0.33% | 0.68% | 1.32% | Q2 2013 | Q4 2022 | 39 |
AMERICAN CENTURY COMPANIES INC | 32 | 3 | 0.00% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 39 |
ING GROEP NV | 32 | 7 | 0.01% | 0.07% | 0.93% | Q4 2013 | Q3 2023 | 39 |
Edgewood Management | 39 | 39 | 0.00% | 2.23% | 4.24% | Q2 2013 | Q4 2022 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.07% | 0.17% | Q1 2014 | Q3 2023 | 39 |
DnB Asset Management AS | 39 | 39 | 0.03% | 0.08% | 0.19% | Q2 2014 | Q4 2023 | 39 |
Supplemental Annuity Collective Trust of NJ | 39 | 39 | 0.12% | 0.24% | 0.41% | Q1 2014 | Q3 2023 | 39 |
COMPASS CAPITAL MANAGEMENT, INC | 39 | 39 | 3.27% | 3.80% | 4.17% | Q2 2013 | Q4 2022 | 39 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q4 2022 | 39 |
ASSETMARK, INC | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
CARDEROCK CAPITAL MANAGEMENT INC | 39 | 39 | 0.10% | 2.16% | 3.13% | Q2 2013 | Q4 2022 | 39 |
Northeast Financial Consultants Inc | 20 | 19 | 0.03% | 0.13% | 0.29% | Q4 2013 | Q3 2023 | 39 |
HARVEY INVESTMENT CO LLC | 39 | 39 | 0.03% | 1.09% | 1.92% | Q2 2013 | Q4 2022 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.01% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.23% | 0.50% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.04% | 0.34% | 1.05% | Q1 2014 | Q3 2023 | 39 |
NEVILLE RODIE & SHAW INC | 35 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.78% | 1.02% | 1.35% | Q2 2013 | Q4 2022 | 39 |
Cannell & Co. | 39 | 39 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q3 2023 | 39 |
Essex Financial Services, Inc. | 37 | 2 | 0.02% | 0.12% | 0.21% | Q2 2013 | Q2 2023 | 39 |
CREDIT AGRICOLE S A | 20 | 18 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.89% | 1.45% | 1.78% | Q2 2013 | Q4 2022 | 39 |
B. Riley Wealth Advisors, Inc. | 36 | 1 | 0.00% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2022 | 38 |
KING LUTHER CAPITAL MANAGEMENT CORP | 38 | 38 | 0.01% | 0.83% | 1.46% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.02% | 0.11% | 0.28% | Q2 2014 | Q3 2023 | 38 |
Nuveen Asset Management, LLC | 22 | 16 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.05% | 1.19% | 2.56% | Q2 2013 | Q3 2022 | 38 |
West Oak Capital, LLC | 38 | 38 | 0.15% | 0.21% | 0.27% | Q2 2014 | Q3 2023 | 38 |
AMI ASSET MANAGEMENT CORP | 38 | 38 | 1.65% | 2.53% | 3.70% | Q2 2013 | Q3 2022 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 38 |
Cetera Advisors LLC | 33 | 2 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.22% | 0.35% | 0.63% | Q2 2013 | Q3 2022 | 38 |
Brown Capital Management | 33 | 5 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 38 |
TWO SIGMA ADVISERS, LP | 17 | 1 | 0.00% | 0.09% | 0.39% | Q2 2013 | Q3 2023 | 38 |
Compagnie Lombard Odier SCmA | 38 | 38 | 0.00% | 0.03% | 0.25% | Q4 2013 | Q1 2023 | 38 |
Stonebridge Capital Advisors LLC | 38 | 38 | 0.06% | 0.11% | 0.17% | Q2 2014 | Q3 2023 | 38 |
GREENLEAF TRUST | 25 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
Legacy Private Trust Co. | 38 | 38 | 0.07% | 0.58% | 1.06% | Q2 2014 | Q3 2023 | 38 |
Endurance Wealth Management, Inc. | 38 | 38 | 0.04% | 0.53% | 1.15% | Q1 2014 | Q2 2023 | 38 |
AGF Investments America Inc. | 38 | 38 | 0.03% | 3.10% | 5.28% | Q2 2013 | Q3 2022 | 38 |
Andra AP-fonden | 22 | 1 | 0.04% | 0.21% | 0.71% | Q2 2013 | Q2 2023 | 38 |
Private Ocean, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.39% | 0.69% | 0.98% | Q2 2013 | Q3 2022 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.01% | 0.13% | 0.42% | Q2 2013 | Q3 2022 | 38 |
BLB&B Advisors, LLC | 38 | 38 | 0.06% | 0.29% | 0.61% | Q2 2014 | Q3 2023 | 38 |
Moors & Cabot, Inc. | 35 | 1 | 0.00% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q3 2023 | 37 |
GATEWAY INVESTMENT ADVISERS LLC | 37 | 37 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2022 | 37 |
Parkside Financial Bank & Trust | 37 | 37 | 0.00% | 0.04% | 0.17% | Q3 2014 | Q3 2023 | 37 |
Plante Moran Financial Advisors, LLC | 37 | 37 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q2 2023 | 37 |
SCOTIA CAPITAL INC. | 37 | 37 | 0.01% | 0.06% | 0.15% | Q3 2014 | Q3 2023 | 37 |
Sustainable Growth Advisers, LP | 30 | 7 | 1.24% | 2.73% | 3.66% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.10% | 0.16% | 0.20% | Q3 2014 | Q3 2023 | 37 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 20 | 17 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q2 2023 | 37 |
Hikari Power Ltd | 26 | 11 | 0.03% | 0.11% | 0.34% | Q1 2014 | Q3 2023 | 37 |
Checchi Capital Advisers, LLC | 37 | 37 | 0.03% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 37 |
American Research & Management Co. | 31 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2022 | 37 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.06% | 0.33% | 0.73% | Q4 2014 | Q3 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 0.12% | 0.17% | 0.20% | Q4 2014 | Q3 2023 | 36 |
Alecta Tjanstepension Omsesidigt | 36 | 36 | 1.78% | 2.89% | 4.36% | Q4 2014 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 23 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 36 |
AVITY INVESTMENT MANAGEMENT INC. | 36 | 36 | 0.15% | 3.09% | 3.76% | Q4 2014 | Q3 2023 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.17% | 0.45% | 0.89% | Q4 2014 | Q3 2023 | 36 |
CULLEN/FROST BANKERS, INC. | 36 | 36 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Richard Bernstein Advisors LLC | 29 | 7 | 0.09% | 0.22% | 0.47% | Q2 2013 | Q1 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.10% | 0.28% | Q4 2014 | Q3 2023 | 36 |
FIL Ltd | 36 | 36 | 0.01% | 0.05% | 0.17% | Q4 2014 | Q3 2023 | 36 |
PINNACLE FINANCIAL PARTNERS INC | 36 | 36 | 0.02% | 0.17% | 0.32% | Q4 2014 | Q3 2023 | 36 |
Perkins Coie Trust Co | 36 | 36 | 0.00% | 0.66% | 0.91% | Q4 2014 | Q3 2023 | 36 |
CITIZENS & NORTHERN CORP | 36 | 36 | 0.12% | 0.53% | 1.64% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q1 2022 | 36 |
IBM Retirement Fund | 36 | 36 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q1 2022 | 36 |
PARSONS CAPITAL MANAGEMENT INC/RI | 36 | 36 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 36 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 35 | 1 | 0.77% | 1.50% | 2.62% | Q2 2013 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q1 2022 | 36 |
McKinley Carter Wealth Services, Inc. | 27 | 9 | 0.04% | 0.55% | 1.18% | Q3 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 1.88% | 2.62% | 3.24% | Q2 2013 | Q1 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 36 |
COMGEST GLOBAL INVESTORS S.A.S. | 36 | 36 | 0.04% | 1.47% | 4.03% | Q4 2014 | Q3 2023 | 36 |
Perigon Wealth Management, LLC | 20 | 1 | 0.03% | 0.10% | 0.29% | Q3 2011 | Q3 2023 | 36 |
PEAK6 Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 36 |
TRILLIUM ASSET MANAGEMENT, LLC | 36 | 36 | 0.33% | 0.96% | 1.29% | Q4 2014 | Q3 2023 | 36 |
ONTARIO TEACHERS PENSION PLAN BOARD | 30 | 1 | 0.00% | 0.14% | 1.31% | Q2 2013 | Q3 2023 | 36 |
Vigilant Capital Management, LLC | 24 | 1 | 0.00% | 0.81% | 1.64% | Q3 2013 | Q4 2022 | 36 |
Buffington Mohr McNeal | 36 | 36 | 0.10% | 1.24% | 1.82% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 35 | 1 | 0.01% | 0.06% | 0.15% | Q3 2014 | Q3 2023 | 36 |
Sky Investment Group LLC | 36 | 36 | 0.74% | 1.15% | 1.41% | Q4 2014 | Q3 2023 | 36 |
Dynamic Advisor Solutions LLC | 33 | 3 | 0.02% | 0.22% | 0.37% | Q4 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.12% | 0.32% | Q4 2014 | Q3 2023 | 36 |
Lincoln Capital LLC | 36 | 36 | 0.37% | 0.61% | 0.92% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN STREET ADVISORS INC /NC | 20 | 1 | 0.03% | 0.65% | 1.60% | Q2 2013 | Q3 2023 | 36 |
NewEdge Advisors, LLC | 36 | 36 | 0.02% | 0.80% | 2.15% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.60% | 1.68% | 3.22% | Q4 2014 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.12% | 0.37% | 0.57% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.02% | 0.37% | 0.64% | Q2 2013 | Q1 2022 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 0.61% | 0.89% | 1.15% | Q4 2014 | Q3 2023 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Avior Wealth Management, LLC | 35 | 35 | 0.01% | 0.28% | 0.54% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.13% | Q1 2015 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.07% | 0.11% | 0.19% | Q1 2015 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.18% | 0.37% | 0.71% | Q2 2013 | Q4 2021 | 35 |
Edge Wealth Management LLC | 35 | 35 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 35 |
BRISTOL JOHN W & CO INC /NY/ | 35 | 35 | 0.02% | 1.64% | 2.40% | Q1 2015 | Q3 2023 | 35 |
PATTEN & PATTEN INC/TN | 35 | 35 | 0.13% | 0.42% | 0.82% | Q1 2015 | Q3 2023 | 35 |
Alberta Investment Management Corp | 19 | 3 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 35 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 34 | 0.74% | 1.99% | 3.42% | Q2 2013 | Q3 2021 | 34 |
Saturna Capital CORP | 34 | 34 | 0.01% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Bell Bank | 34 | 34 | 0.09% | 0.19% | 0.30% | Q2 2015 | Q3 2023 | 34 |
Montecito Bank & Trust | 34 | 34 | 0.13% | 0.34% | 0.75% | Q3 2015 | Q4 2023 | 34 |
Peloton Wealth Strategists | 22 | 12 | 0.51% | 2.32% | 3.31% | Q2 2013 | Q4 2021 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.07% | 0.14% | 0.21% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.12% | 0.20% | 0.30% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 34 |
CENTRAL BANK & TRUST CO | 34 | 34 | 0.01% | 0.07% | 0.77% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
MAR VISTA INVESTMENT PARTNERS LLC | 34 | 34 | 1.05% | 2.79% | 4.31% | Q1 2014 | Q2 2022 | 34 |
Citizens Business Bank | 34 | 34 | 0.17% | 0.40% | 0.79% | Q3 2013 | Q4 2021 | 34 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Rehmann Capital Advisory Group | 16 | 8 | 0.02% | 0.06% | 0.12% | Q2 2012 | Q4 2021 | 34 |
CONNABLE OFFICE INC | 34 | 34 | 0.22% | 0.49% | 1.10% | Q2 2013 | Q3 2021 | 34 |
Patten Group, Inc. | 34 | 34 | 0.18% | 0.76% | 1.13% | Q2 2015 | Q3 2023 | 34 |
SECURITY ASSET MANAGEMENT | 34 | 34 | 1.40% | 2.30% | 2.97% | Q4 2014 | Q1 2023 | 34 |
DUBUQUE BANK & TRUST CO | 34 | 34 | 0.00% | 0.27% | 0.69% | Q2 2013 | Q3 2021 | 34 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.72% | 1.04% | 1.26% | Q2 2013 | Q2 2021 | 33 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 1.09% | 1.90% | 2.29% | Q2 2013 | Q2 2021 | 33 |
GRACE & WHITE INC /NY | 33 | 33 | 0.13% | 0.21% | 0.35% | Q4 2013 | Q4 2021 | 33 |
GOULD ASSET MANAGEMENT LLC /CA/ | 33 | 33 | 0.19% | 0.23% | 0.27% | Q2 2013 | Q2 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2021 | 33 |
Tredje AP-fonden | 21 | 12 | 0.05% | 0.14% | 0.27% | Q2 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.49% | 0.78% | 1.23% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2023 | 33 |
Tradewinds Capital Management, LLC | 33 | 33 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2021 | 33 |
WHITTIER TRUST CO OF NEVADA INC | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
MACKENZIE FINANCIAL CORP | 21 | 2 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.05% | 0.21% | 0.38% | Q2 2013 | Q2 2021 | 33 |
CAPITAL COUNSEL LLC/NY | 33 | 33 | 0.02% | 3.60% | 5.23% | Q4 2013 | Q4 2021 | 33 |
Eagle Capital Management, LLC | 33 | 33 | 0.93% | 2.02% | 4.01% | Q4 2013 | Q4 2021 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.16% | 0.67% | 1.07% | Q4 2012 | Q1 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
Conestoga Capital Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q1 2022 | 33 |
CHELSEA COUNSEL CO | 12 | 10 | 0.05% | 0.37% | 1.54% | Q2 2013 | Q3 2023 | 33 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 1 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.05% | 0.18% | 0.50% | Q2 2013 | Q3 2023 | 33 |
FULTON BANK, N.A. | 21 | 12 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q1 2022 | 33 |
MAI Capital Management | 19 | 13 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 19 | 14 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 33 |
Allworth Financial LP | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.04% | 0.09% | 0.17% | Q4 2015 | Q3 2023 | 32 |
COHEN & STEERS, INC. | 22 | 10 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 32 |
NORRIS PERNE & FRENCH LLP/MI | 32 | 32 | 0.95% | 1.93% | 2.63% | Q4 2015 | Q3 2023 | 32 |
FIRST FOUNDATION ADVISORS | 16 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.08% | 0.18% | 0.27% | Q1 2016 | Q4 2023 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.09% | 0.29% | 1.28% | Q4 2015 | Q3 2023 | 32 |
Prospera Financial Services Inc | 32 | 32 | 0.04% | 0.08% | 0.32% | Q4 2015 | Q3 2023 | 32 |
C WorldWide Group Holding A/S | 32 | 32 | 3.36% | 5.73% | 7.72% | Q1 2015 | Q4 2022 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.03% | 0.10% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Glenview Trust Co | 28 | 1 | 0.04% | 0.33% | 0.71% | Q4 2012 | Q3 2023 | 32 |
Copeland Capital Management, LLC | 32 | 32 | 0.00% | 0.75% | 2.38% | Q2 2013 | Q1 2021 | 32 |
AllSquare Wealth Management LLC | 22 | 9 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 31 |
BP PLC | 31 | 31 | 0.05% | 0.31% | 0.77% | Q4 2013 | Q2 2021 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.03% | 0.07% | 0.15% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.07% | 0.20% | Q4 2015 | Q3 2023 | 31 |
Choate Investment Advisors | 31 | 31 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Oakworth Capital, Inc. | 23 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
COLONY GROUP LLC | 22 | 9 | 0.00% | 0.03% | 0.13% | Q4 2013 | Q3 2023 | 31 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 27 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2021 | 31 |
Boston Common Asset Management, LLC | 31 | 31 | 0.25% | 0.70% | 1.06% | Q1 2016 | Q3 2023 | 31 |
NATIXIS | 9 | 1 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 31 |
PAYDEN & RYGEL | 31 | 31 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.11% | 0.15% | Q2 2013 | Q4 2020 | 31 |
WASHINGTON TRUST Co | 15 | 3 | 0.01% | 0.05% | 0.19% | Q1 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.15% | 0.20% | Q1 2016 | Q3 2023 | 31 |
CABOT WEALTH MANAGEMENT INC | 31 | 31 | 0.60% | 1.16% | 1.88% | Q4 2013 | Q2 2021 | 31 |
Bristlecone Advisors, LLC | 29 | 2 | 0.24% | 0.51% | 0.74% | Q4 2015 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.04% | 0.09% | 0.20% | Q1 2016 | Q3 2023 | 31 |
BTR CAPITAL MANAGEMENT INC | 31 | 31 | 0.17% | 0.33% | 0.50% | Q1 2015 | Q3 2022 | 31 |
LAZARD ASSET MANAGEMENT LLC | 20 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 31 |
WEDBUSH SECURITIES INC | 31 | 31 | 0.02% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.09% | 0.39% | 1.06% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.11% | 0.14% | 0.20% | Q2 2013 | Q4 2020 | 31 |
NORTHSTAR INVESTMENT ADVISORS LLC | 19 | 12 | 0.07% | 0.29% | 1.16% | Q2 2013 | Q2 2021 | 31 |
PEDDOCK CAPITAL ADVISORS, LLC | 31 | 31 | 0.16% | 0.22% | 0.31% | Q1 2016 | Q3 2023 | 31 |
Ashburton (Jersey) Ltd | 26 | 5 | 0.01% | 0.36% | 1.73% | Q4 2015 | Q3 2023 | 31 |
NICHOLS & PRATT ADVISERS LLP /MA | 30 | 30 | 0.02% | 0.43% | 0.78% | Q2 2016 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.07% | 0.09% | 0.12% | Q2 2016 | Q3 2023 | 30 |
CONGRESS ASSET MANAGEMENT CO /MA | 29 | 1 | 0.00% | 0.69% | 1.48% | Q1 2014 | Q4 2021 | 30 |
Trust Co | 29 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 30 |
Winslow Capital Management, LLC | 25 | 5 | 0.02% | 0.81% | 1.59% | Q2 2013 | Q4 2021 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2020 | 30 |
Eagle Ridge Investment Management | 30 | 30 | 0.04% | 0.47% | 1.32% | Q2 2016 | Q3 2023 | 30 |
ALERUS FINANCIAL NA | 30 | 30 | 0.07% | 0.15% | 0.38% | Q2 2016 | Q3 2023 | 30 |
MIDDLETON & CO INC/MA | 30 | 30 | 0.07% | 0.91% | 1.26% | Q2 2016 | Q3 2023 | 30 |
QCI ASSET MANAGEMENT INC/NY | 30 | 30 | 0.00% | 0.93% | 1.77% | Q2 2014 | Q3 2021 | 30 |
HM PAYSON & CO | 18 | 5 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.14% | 0.24% | 0.42% | Q1 2016 | Q3 2023 | 30 |
NewSquare Capital LLC | 24 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 30 |
BANK OF THE WEST | 30 | 30 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2020 | 30 |
Aristotle Capital Management, LLC | 14 | 7 | 0.01% | 1.36% | 2.67% | Q2 2013 | Q3 2023 | 30 |
MARTINGALE ASSET MANAGEMENT L P | 26 | 1 | 0.01% | 0.13% | 0.54% | Q2 2013 | Q3 2022 | 30 |
Caprock Group, LLC | 29 | 1 | 0.04% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 30 |
HEADINVEST, LLC | 30 | 30 | 0.72% | 1.20% | 1.67% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2020 | 30 |
WESBANCO BANK INC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 30 |
Covington Capital Management | 29 | 29 | 0.06% | 0.19% | 0.37% | Q3 2015 | Q3 2022 | 29 |
TOWER BRIDGE ADVISORS | 29 | 29 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2020 | 29 |
Field & Main Bank | 14 | 4 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 29 |
KINGS POINT CAPITAL MANAGEMENT | 29 | 29 | 0.01% | 0.04% | 0.31% | Q1 2015 | Q1 2022 | 29 |
Epoch Investment Partners, Inc. | 22 | 7 | 0.01% | 0.25% | 0.90% | Q2 2013 | Q3 2023 | 29 |
Transform Wealth, LLC | 29 | 29 | 0.02% | 0.12% | 0.50% | Q2 2016 | Q2 2023 | 29 |
THOMPSON SIEGEL & WALMSLEY LLC | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 29 |
Cutler Group LLC / CA | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 29 |
First Personal Financial Services | 29 | 29 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 29 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 29 | 29 | 0.02% | 0.09% | 0.20% | Q1 2015 | Q1 2022 | 29 |
Baillie Gifford | 27 | 2 | 0.00% | 0.06% | 0.19% | Q3 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.10% | 0.14% | 0.19% | Q4 2013 | Q4 2020 | 29 |
FORBES J M & CO LLP | 29 | 29 | 0.06% | 0.68% | 1.13% | Q3 2016 | Q3 2023 | 29 |
Aldebaran Financial Inc. | 29 | 29 | 0.50% | 0.97% | 1.57% | Q3 2016 | Q3 2023 | 29 |
FAS Wealth Partners, Inc. | 29 | 29 | 0.02% | 0.06% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Accredited Investors Inc. | 21 | 8 | 0.02% | 0.22% | 0.71% | Q2 2013 | Q3 2023 | 29 |
JACOBSON & SCHMITT ADVISORS, LLC | 29 | 29 | 2.19% | 3.91% | 6.26% | Q4 2014 | Q4 2021 | 29 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 29 |
BAILARD, INC. | 29 | 29 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.03% | 0.11% | 0.24% | Q4 2015 | Q3 2023 | 29 |
QUEST INVESTMENT MANAGEMENT LLC | 16 | 6 | 0.25% | 1.35% | 2.11% | Q2 2013 | Q3 2023 | 29 |
Robeco Schweiz AG | 25 | 1 | 0.12% | 1.75% | 3.08% | Q2 2013 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.12% | 0.49% | 0.68% | Q1 2016 | Q4 2022 | 28 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 28 | 28 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Peak Asset Management, LLC | 28 | 28 | 0.08% | 0.22% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Integrated Investment Consultants, LLC | 17 | 3 | 0.07% | 0.26% | 0.42% | Q4 2015 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.15% | 0.60% | Q4 2016 | Q3 2023 | 28 |
Brown Advisory Securities, LLC | 28 | 28 | 0.10% | 0.19% | 0.32% | Q1 2015 | Q4 2021 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.02% | 0.08% | 0.26% | Q2 2014 | Q4 2021 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 1.04% | 1.21% | 1.41% | Q2 2013 | Q1 2020 | 28 |
Rench Wealth Management, Inc. | 28 | 28 | 0.19% | 0.28% | 0.42% | Q4 2016 | Q3 2023 | 28 |
Cerity Partners LLC | 28 | 28 | 0.02% | 0.15% | 1.88% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.06% | 0.19% | Q2 2016 | Q3 2022 | 28 |
BARINGS LLC | 12 | 1 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q2 2022 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.07% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.07% | 0.15% | 0.28% | Q4 2016 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.03% | 0.59% | 1.85% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.15% | 0.51% | 1.17% | Q4 2016 | Q3 2023 | 28 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 28 |
Mariner, LLC | 23 | 1 | 0.00% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 28 |
Tandem Investment Advisors, Inc. | 28 | 28 | 0.02% | 1.68% | 2.86% | Q4 2016 | Q3 2023 | 28 |
MISSION WEALTH MANAGEMENT, LP | 27 | 1 | 0.03% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.20% | 0.35% | 0.50% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.05% | 0.11% | 0.18% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.08% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.20% | 0.34% | 0.61% | Q2 2013 | Q1 2020 | 28 |
Community Bank, N.A. | 24 | 4 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 28 |
BRIGHTON JONES LLC | 15 | 3 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 28 | 0.00% | 0.11% | 0.48% | Q4 2016 | Q3 2023 | 28 |
ISTHMUS PARTNERS, LLC | 19 | 9 | 0.01% | 0.06% | 0.26% | Q3 2016 | Q3 2023 | 28 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 28 | 28 | 1.16% | 2.25% | 3.19% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.11% | 0.16% | 0.20% | Q4 2016 | Q3 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.06% | 0.24% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Close Asset Management Ltd | 28 | 28 | 0.00% | 0.06% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Homrich & Berg | 23 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 27 |
ADVISOR PARTNERS LLC | 27 | 27 | 0.06% | 0.12% | 0.17% | Q4 2015 | Q2 2022 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q4 2019 | 27 |
First Long Island Investors, LLC | 27 | 27 | 1.26% | 1.73% | 2.03% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.12% | 0.18% | 0.24% | Q1 2017 | Q3 2023 | 27 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 24 | 3 | 0.00% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q4 2019 | 27 |
PATTON ALBERTSON MILLER GROUP, LLC | 27 | 27 | 0.35% | 0.65% | 1.05% | Q3 2015 | Q1 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.10% | 0.25% | Q4 2016 | Q3 2023 | 27 |
FineMark National Bank & Trust | 15 | 3 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2022 | 27 |
Venturi Wealth Management, LLC | 21 | 6 | 0.02% | 0.14% | 0.36% | Q4 2015 | Q3 2023 | 27 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 25 | 2 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 27 |
Harfst & Associates, Inc. | 22 | 2 | 0.02% | 0.16% | 0.63% | Q2 2015 | Q3 2023 | 27 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 27 | 27 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.01% | 0.10% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Northstar Group, Inc. | 27 | 27 | 0.28% | 1.26% | 1.89% | Q1 2017 | Q3 2023 | 27 |
ZEVIN ASSET MANAGEMENT LLC | 27 | 27 | 1.11% | 1.90% | 2.54% | Q1 2017 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
ARMSTRONG HENRY H ASSOCIATES INC | 15 | 12 | 0.03% | 0.12% | 0.20% | Q2 2016 | Q1 2023 | 27 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 6 | 0.14% | 0.25% | 0.41% | Q4 2016 | Q3 2023 | 27 |
Segment Wealth Management, LLC | 19 | 8 | 0.03% | 2.66% | 9.17% | Q2 2014 | Q3 2023 | 27 |
NORTHEAST INVESTMENT MANAGEMENT | 27 | 27 | 0.02% | 0.65% | 1.38% | Q1 2017 | Q3 2023 | 27 |
FULLER & THALER ASSET MANAGEMENT, INC. | 23 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 13 | 0.01% | 0.09% | 0.51% | Q2 2013 | Q1 2020 | 27 |
HOWE & RUSLING INC | 25 | 1 | 0.00% | 0.12% | 0.57% | Q2 2013 | Q3 2022 | 27 |
LORD, ABBETT & CO. LLC | 11 | 1 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q2 2023 | 27 |
QUANTUM CAPITAL MANAGEMENT | 22 | 4 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q2 2020 | 26 |
COURIER CAPITAL LLC | 26 | 26 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.07% | 0.17% | Q3 2013 | Q1 2020 | 26 |
Pflug Koory, LLC | 26 | 26 | 0.04% | 0.06% | 0.09% | Q2 2017 | Q3 2023 | 26 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 26 | 26 | 0.18% | 0.31% | 0.40% | Q3 2013 | Q4 2019 | 26 |
SALEM INVESTMENT COUNSELORS INC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 26 |
MOTCO | 26 | 26 | 0.00% | 0.11% | 0.50% | Q3 2016 | Q4 2022 | 26 |
Employees Retirement System of Texas | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
FORSTA AP-FONDEN | 15 | 11 | 0.03% | 0.32% | 0.98% | Q4 2016 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.02% | 0.06% | 0.80% | Q2 2013 | Q3 2019 | 26 |
Oliver Luxxe Assets LLC | 26 | 26 | 0.07% | 0.22% | 0.70% | Q4 2016 | Q1 2023 | 26 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 26 | 26 | 0.16% | 0.30% | 1.50% | Q2 2013 | Q3 2019 | 26 |
BW Gestao de Investimentos Ltda. | 16 | 10 | 0.34% | 1.46% | 6.03% | Q4 2013 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 0.06% | 0.16% | Q2 2013 | Q3 2019 | 26 |
SOMERVILLE KURT F | 26 | 26 | 0.05% | 0.17% | 0.31% | Q4 2012 | Q1 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2019 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 26 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 1 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q1 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.01% | 0.07% | 0.30% | Q2 2017 | Q3 2023 | 26 |
CHILTON INVESTMENT CO INC. | 14 | 2 | 0.02% | 0.98% | 2.89% | Q2 2013 | Q3 2022 | 26 |
Hilltop Holdings Inc. | 18 | 8 | 0.05% | 0.12% | 0.24% | Q2 2013 | Q4 2019 | 26 |
MARTIN CURRIE LTD | 24 | 2 | 0.02% | 0.38% | 0.80% | Q1 2016 | Q3 2023 | 26 |
FIRST CITIZENS BANK & TRUST CO | 22 | 2 | 0.01% | 0.22% | 0.43% | Q2 2013 | Q2 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.13% | 0.20% | 0.27% | Q2 2013 | Q3 2019 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.03% | 0.10% | 0.14% | Q1 2017 | Q3 2023 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.00% | 0.06% | 0.18% | Q2 2015 | Q2 2023 | 26 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.14% | 0.67% | Q2 2013 | Q3 2023 | 26 |
AMICA MUTUAL INSURANCE CO | 26 | 26 | 0.09% | 0.17% | 0.21% | Q2 2013 | Q3 2019 | 26 |
FIRST NATIONAL TRUST CO | 26 | 26 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.07% | 0.19% | 0.28% | Q3 2016 | Q3 2023 | 26 |
Horizon Investments, LLC | 16 | 4 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 26 |
WASHINGTON TRUST BANK | 21 | 5 | 0.02% | 0.05% | 0.12% | Q1 2014 | Q3 2022 | 26 |
SIMON QUICK ADVISORS, LLC | 22 | 3 | 0.02% | 0.09% | 0.24% | Q4 2016 | Q3 2023 | 25 |
PineBridge Investments, L.P. | 10 | 1 | 0.00% | 0.07% | 0.56% | Q2 2013 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
PARNASSUS INVESTMENTS, LLC | 25 | 25 | 0.02% | 0.12% | 0.29% | Q2 2013 | Q2 2019 | 25 |
CIM, LLC | 25 | 25 | 0.08% | 3.58% | 4.44% | Q4 2015 | Q4 2021 | 25 |
Savant Capital, LLC | 13 | 3 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.01% | 0.08% | 0.20% | Q3 2017 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2019 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
GAM Holding AG | 25 | 25 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 25 |
Azimuth Capital Management LLC | 25 | 25 | 0.04% | 0.08% | 0.20% | Q1 2016 | Q1 2022 | 25 |
abrdn plc | 25 | 25 | 0.05% | 0.13% | 0.38% | Q3 2017 | Q3 2023 | 25 |
Archford Capital Strategies, LLC | 16 | 4 | 0.00% | 0.14% | 0.33% | Q1 2014 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.48% | 1.53% | 3.28% | Q2 2013 | Q2 2019 | 25 |
Plancorp, LLC | 23 | 1 | 0.01% | 0.09% | 0.48% | Q1 2015 | Q2 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2019 | 25 |
Kingfisher Capital LLC | 25 | 25 | 0.59% | 0.98% | 1.32% | Q4 2015 | Q4 2021 | 25 |
Shelter Ins Retirement Plan | 25 | 25 | 0.70% | 0.86% | 1.05% | Q2 2013 | Q2 2019 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.11% | 0.30% | Q1 2016 | Q1 2022 | 25 |
Sand Hill Global Advisors, LLC | 25 | 25 | 0.03% | 0.45% | 0.68% | Q3 2017 | Q3 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 0.77% | 1.08% | 1.48% | Q3 2017 | Q3 2023 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 1.28% | 1.55% | 2.09% | Q2 2013 | Q2 2019 | 25 |
Arvest Bank Trust Division | 25 | 25 | 0.58% | 0.76% | 1.03% | Q3 2015 | Q3 2021 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2019 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.02% | 0.21% | 0.36% | Q2 2017 | Q2 2023 | 25 |
Ninety One UK Ltd | 13 | 12 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q1 2022 | 25 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q1 2019 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 13 | 11 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q1 2020 | 24 |
Assenagon Asset Management S.A. | 21 | 3 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q1 2019 | 24 |
FIRST INTERSTATE BANK | 18 | 6 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.08% | 0.12% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Natixis Investment Managers International | 12 | 12 | 0.05% | 1.29% | 4.81% | Q4 2015 | Q3 2023 | 24 |
Amica Retiree Medical Trust | 24 | 24 | 0.09% | 0.18% | 0.24% | Q4 2013 | Q3 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.24% | 0.34% | 0.59% | Q4 2017 | Q3 2023 | 24 |
Simplicity Solutions, LLC | 14 | 1 | 0.01% | 0.08% | 0.23% | Q4 2015 | Q3 2023 | 24 |
INVERNESS COUNSEL LLC /NY/ | 15 | 3 | 0.01% | 1.00% | 2.71% | Q1 2015 | Q4 2021 | 24 |
CWA Asset Management Group, LLC | 23 | 1 | 0.08% | 0.59% | 0.83% | Q4 2015 | Q4 2021 | 24 |
MOODY LYNN & LIEBERSON, LLC | 16 | 1 | 0.03% | 0.55% | 2.00% | Q2 2013 | Q3 2023 | 24 |
FRED ALGER MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 24 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 24 |
BANQUE PICTET & CIE SA | 15 | 1 | 0.03% | 0.12% | 0.78% | Q2 2014 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.01% | 1.12% | 2.47% | Q4 2017 | Q3 2023 | 24 |
Fulcrum Capital LLC | 24 | 24 | 0.43% | 1.18% | 1.90% | Q4 2017 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 18 | 6 | 0.04% | 0.06% | 0.12% | Q3 2016 | Q3 2022 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 1.95% | 2.75% | 3.40% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.37% | 0.69% | 1.90% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Waldron Private Wealth LLC | 20 | 4 | 0.02% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 24 |
CALEDONIA INVESTMENTS PLC | 24 | 24 | 1.84% | 4.33% | 6.04% | Q4 2017 | Q3 2023 | 24 |
Wedgewood Partners | 24 | 24 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q4 2021 | 24 |
Altavista Wealth Management, Inc. | 24 | 24 | 0.39% | 1.01% | 1.24% | Q1 2016 | Q4 2021 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.36% | 0.47% | 0.58% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.06% | 0.40% | 0.75% | Q4 2017 | Q3 2023 | 24 |
CI INVESTMENTS INC. | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2019 | 24 |
ALBION FINANCIAL GROUP /UT | 10 | 4 | 0.03% | 0.06% | 0.11% | Q3 2013 | Q3 2023 | 24 |
FIRST MIDWEST BANK TRUST DIVISION | 24 | 24 | 0.05% | 0.08% | 0.19% | Q1 2016 | Q4 2021 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q1 2019 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Penserra Capital Management LLC | 10 | 5 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q3 2023 | 24 |
Gradient Investments LLC | 21 | 1 | 0.00% | 0.15% | 0.25% | Q4 2015 | Q3 2023 | 23 |
Hedeker Wealth, LLC | 23 | 23 | 0.18% | 1.29% | 2.13% | Q2 2016 | Q4 2021 | 23 |
Proficio Capital Partners LLC | 15 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2023 | 23 |
Renaissance Investment Group LLC | 23 | 23 | 0.06% | 0.25% | 0.47% | Q1 2018 | Q3 2023 | 23 |
Meristem Family Wealth, LLC | 14 | 4 | 0.04% | 0.09% | 0.17% | Q2 2014 | Q1 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Jacobi Capital Management LLC | 23 | 23 | 0.01% | 0.06% | 0.11% | Q2 2016 | Q4 2021 | 23 |
YorkBridge Wealth Partners, LLC | 23 | 23 | 0.12% | 0.21% | 0.28% | Q4 2016 | Q2 2022 | 23 |
ADIRONDACK TRUST CO | 16 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 23 |
Parisi Gray Wealth Management | 23 | 23 | 0.30% | 0.50% | 0.67% | Q4 2017 | Q2 2023 | 23 |
ALTFEST L J & CO INC | 16 | 2 | 0.07% | 0.16% | 0.28% | Q4 2013 | Q2 2020 | 23 |
Fluent Financial, LLC | 22 | 22 | 0.02% | 1.08% | 2.44% | Q2 2018 | Q3 2023 | 23 |
PRUDENTIAL PLC | 11 | 4 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 23 |
RETIREMENT INCOME SOLUTIONS, INC | 23 | 23 | 0.13% | 0.22% | 0.35% | Q1 2018 | Q3 2023 | 23 |
TimesSquare Capital Management, LLC | 23 | 23 | 0.52% | 0.81% | 1.14% | Q2 2013 | Q4 2018 | 23 |
LOEB PARTNERS CORP | 23 | 23 | 0.02% | 0.40% | 0.67% | Q2 2013 | Q4 2018 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.07% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Carlson Capital Management | 11 | 3 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q1 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.10% | 0.14% | 0.20% | Q1 2018 | Q3 2023 | 23 |
NORTH AMERICAN MANAGEMENT CORP | 23 | 23 | 0.11% | 0.12% | 0.14% | Q3 2015 | Q1 2021 | 23 |
Destination Wealth Management | 23 | 23 | 0.00% | 0.71% | 0.90% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.14% | 0.19% | 0.24% | Q2 2013 | Q4 2018 | 23 |
AMERICAN NATIONAL BANK | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 23 |
ADAMS NATURAL RESOURCES FUND, INC. | 23 | 23 | 0.48% | 1.13% | 2.30% | Q1 2018 | Q3 2023 | 23 |
Renaissance Technologies | 7 | 1 | 0.01% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 23 |
Quantbot Technologies LP | 9 | 1 | 0.01% | 0.37% | 1.09% | Q2 2013 | Q3 2023 | 23 |
Gotham Asset Management, LLC | 17 | 1 | 0.00% | 0.10% | 0.47% | Q4 2014 | Q3 2023 | 23 |
COUNTRY TRUST BANK | 19 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q4 2023 | 23 |
SouthState Corp | 22 | 1 | 0.09% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 23 |
Lloyds Banking Group plc | 23 | 23 | 0.04% | 0.98% | 2.26% | Q2 2013 | Q4 2018 | 23 |
HighPoint Advisor Group LLC | 22 | 1 | 0.16% | 0.42% | 0.61% | Q2 2016 | Q2 2022 | 23 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.10% | 0.31% | Q2 2016 | Q3 2023 | 23 |
ORRSTOWN FINANCIAL SERVICES INC | 22 | 22 | 0.73% | 1.01% | 1.44% | Q4 2016 | Q1 2022 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 22 |
Swedbank | 22 | 22 | 0.68% | 0.93% | 1.40% | Q3 2015 | Q4 2020 | 22 |
SpiderRock Advisors, LLC | 15 | 1 | 0.00% | 0.13% | 0.53% | Q1 2017 | Q3 2023 | 22 |
Verdence Capital Advisors LLC | 19 | 3 | 0.04% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 22 |
M Holdings Securities, Inc. | 20 | 1 | 0.14% | 0.39% | 0.56% | Q4 2013 | Q1 2021 | 22 |
Gs Investments, Inc. | 11 | 1 | 1.44% | 1.88% | 2.68% | Q2 2017 | Q3 2023 | 22 |
Cohen Klingenstein LLC | 22 | 22 | 0.03% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Impax Asset Management LTD | 22 | 22 | 0.90% | 3.30% | 5.24% | Q1 2013 | Q2 2018 | 22 |
DAVIS SELECTED ADVISERS | 22 | 22 | 0.00% | 0.98% | 1.68% | Q2 2013 | Q3 2018 | 22 |
CORNERSTONE ADVISORS INC | 13 | 1 | 0.00% | 0.17% | 0.36% | Q2 2013 | Q4 2021 | 22 |
HARDING LOEVNER LP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 22 |
Rathbones Group PLC | 22 | 22 | 0.03% | 0.25% | 0.38% | Q2 2018 | Q3 2023 | 22 |
CADENCE BANK NA | 22 | 22 | 0.11% | 0.26% | 0.40% | Q1 2017 | Q2 2022 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Brinker Capital Investments, LLC | 11 | 2 | 0.00% | 0.08% | 0.30% | Q4 2015 | Q4 2022 | 22 |
Keel Point, LLC | 19 | 3 | 0.04% | 0.24% | 0.58% | Q4 2016 | Q4 2022 | 22 |
Argent Trust Co | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
JUPITER ASSET MANAGEMENT LTD | 22 | 22 | 0.01% | 0.12% | 0.37% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
Man Group plc | 14 | 8 | 0.01% | 0.10% | 0.46% | Q1 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2018 | 22 |
Bernicke Wealth Management, Ltd. | 22 | 22 | 0.44% | 0.65% | 0.84% | Q1 2015 | Q2 2020 | 22 |
Motley Fool Asset Management LLC | 20 | 2 | 0.05% | 0.10% | 0.12% | Q1 2018 | Q3 2023 | 22 |
Global Trust Asset Management, LLC | 22 | 22 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 17 | 5 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
FIRST MERCANTILE TRUST CO | 16 | 6 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2021 | 22 |
ALLSTATE CORP | 17 | 5 | 0.03% | 0.16% | 0.93% | Q4 2015 | Q4 2022 | 22 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 18 | 4 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q4 2021 | 22 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.09% | 1.04% | Q4 2014 | Q3 2023 | 22 |
FUKOKU MUTUAL LIFE INSURANCE Co | 21 | 21 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q4 2021 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.32% | 0.59% | 1.01% | Q1 2018 | Q3 2023 | 21 |
South Dakota Investment Council | 15 | 6 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 21 |
G&S Capital LLC | 11 | 10 | 0.07% | 0.15% | 0.27% | Q4 2017 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.02% | 0.08% | 0.15% | Q2 2018 | Q3 2023 | 21 |
FAYEZ SAROFIM & CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.05% | 0.10% | 0.17% | Q1 2017 | Q3 2023 | 21 |
Haverford Trust Co | 14 | 3 | 0.00% | 0.43% | 1.16% | Q2 2013 | Q3 2023 | 21 |
PUZO MICHAEL J | 18 | 3 | 0.00% | 0.12% | 0.18% | Q1 2015 | Q3 2023 | 21 |
Sterling Capital Management LLC | 21 | 21 | 0.02% | 0.29% | 0.88% | Q3 2014 | Q3 2019 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
HCR Wealth Advisors | 20 | 1 | 0.09% | 0.33% | 0.56% | Q4 2016 | Q1 2022 | 21 |
Grace Capital | 11 | 1 | 0.06% | 0.42% | 1.66% | Q2 2013 | Q4 2021 | 21 |
Alley Co LLC | 21 | 21 | 0.40% | 0.92% | 1.28% | Q4 2016 | Q4 2021 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.05% | 0.13% | 0.20% | Q2 2013 | Q2 2018 | 21 |
Smith, Salley & Associates | 21 | 21 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Peachtree Investment Advisors, Inc. | 21 | 21 | 0.42% | 0.60% | 0.72% | Q4 2013 | Q4 2018 | 21 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 21 |
BANK OF HAWAII | 21 | 21 | 0.01% | 0.10% | 0.16% | Q1 2016 | Q1 2021 | 21 |
Quantitative Investment Management, LLC | 8 | 1 | 0.03% | 0.15% | 0.36% | Q3 2013 | Q1 2023 | 21 |
JFS WEALTH ADVISORS, LLC | 11 | 10 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 21 |
Echo Street Capital Management LLC | 12 | 1 | 0.00% | 0.72% | 3.19% | Q4 2013 | Q3 2023 | 21 |
CADENCE CAPITAL MANAGEMENT LLC | 21 | 21 | 0.02% | 0.02% | 0.06% | Q4 2014 | Q4 2019 | 21 |
Cribstone Capital Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2022 | 21 |
Intermede Investment Partners Ltd | 21 | 21 | 1.69% | 2.50% | 3.11% | Q1 2016 | Q1 2021 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 21 |
CAHILL FINANCIAL ADVISORS INC | 21 | 21 | 0.09% | 0.15% | 0.29% | Q3 2018 | Q3 2023 | 21 |
ETF MANAGERS GROUP, LLC | 20 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q1 2022 | 21 |
Chicago Partners Investment Group LLC | 14 | 2 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 21 |
Aureus Asset Management, LLC | 9 | 3 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q4 2021 | 21 |
Stokes Capital Advisors, LLC | 21 | 21 | 0.19% | 1.43% | 1.99% | Q4 2017 | Q4 2022 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.72% | 2.27% | 3.62% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
180 WEALTH ADVISORS, LLC | 20 | 20 | 0.06% | 0.11% | 0.16% | Q4 2017 | Q3 2022 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.23% | 0.97% | Q4 2018 | Q3 2023 | 20 |
SL ADVISORS, LLC | 20 | 20 | 0.56% | 2.70% | 34.71% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.08% | 0.25% | 0.44% | Q4 2018 | Q3 2023 | 20 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.09% | 0.27% | 0.51% | Q4 2015 | Q3 2020 | 20 |
FIRST UNITED BANK & TRUST | 20 | 20 | 0.30% | 0.50% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Elgethun Capital Management | 19 | 1 | 0.02% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 20 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 20 |
EVERMAY WEALTH MANAGEMENT LLC | 20 | 20 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
RELIANCE TRUST CO OF DELAWARE | 20 | 20 | 0.03% | 0.17% | 0.26% | Q2 2014 | Q1 2019 | 20 |
Avitas Wealth Management LLC | 20 | 20 | 0.08% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.03% | 0.09% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 0.37% | 0.53% | 0.92% | Q4 2018 | Q3 2023 | 20 |
Corundum Group, Inc. | 20 | 20 | 0.22% | 0.38% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Circle Wealth Management, LLC | 18 | 2 | 0.05% | 0.08% | 0.15% | Q2 2018 | Q2 2023 | 20 |
CYPRESS CAPITAL MANAGEMENT LLC | 20 | 20 | 0.17% | 0.31% | 0.40% | Q4 2017 | Q3 2022 | 20 |
Hills Bank & Trust Co | 19 | 1 | 0.06% | 0.31% | 0.58% | Q3 2018 | Q3 2023 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2022 | 20 |
Valtinson Bruner Financial Planning LLC | 20 | 20 | 0.52% | 0.84% | 1.38% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.03% | 0.10% | 0.17% | Q4 2015 | Q3 2020 | 20 |
Essex Savings Bank | 20 | 20 | 0.12% | 0.28% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 1 | 0.00% | 0.03% | 0.20% | Q3 2012 | Q3 2023 | 20 |
Quantinno Capital Management LP | 20 | 20 | 0.03% | 0.26% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Spearhead Capital Advisors, LLC | 20 | 20 | 0.74% | 1.20% | 1.47% | Q4 2017 | Q3 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.08% | 0.17% | Q4 2017 | Q3 2022 | 20 |
Engineers Gate Manager LP | 13 | 1 | 0.01% | 0.17% | 0.50% | Q4 2014 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q1 2018 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.04% | 0.06% | 0.08% | Q1 2013 | Q4 2017 | 20 |
CITY HOLDING CO | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 20 |
LeJeune Puetz Investment Counsel LLC | 20 | 20 | 0.07% | 0.10% | 0.12% | Q2 2018 | Q1 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.08% | 0.11% | 0.16% | Q4 2017 | Q3 2022 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.02% | 0.10% | 0.27% | Q4 2018 | Q3 2023 | 20 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 20 | 0.07% | 0.14% | 0.18% | Q2 2015 | Q1 2020 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.71% | 1.53% | 2.93% | Q4 2018 | Q3 2023 | 20 |
Moloney Securities Asset Management, LLC | 14 | 1 | 0.06% | 0.22% | 0.54% | Q4 2016 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2019 | 20 |
STABLEFORD CAPITAL II LLC | 12 | 1 | 0.25% | 0.31% | 0.38% | Q1 2017 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.18% | 1.75% | 2.99% | Q4 2018 | Q3 2023 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.00% | 0.01% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
HBK Sorce Advisory LLC | 11 | 9 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 20 |
STRATEGY ASSET MANAGERS LLC | 7 | 1 | 0.04% | 0.32% | 0.80% | Q2 2013 | Q3 2023 | 20 |
NuWave Investment Management, LLC | 15 | 1 | 0.00% | 0.27% | 0.79% | Q2 2013 | Q2 2021 | 20 |
Stanley-Laman Group, Ltd. | 12 | 8 | 0.05% | 0.19% | 0.30% | Q1 2014 | Q3 2020 | 20 |
Patriot Financial Group Insurance Agency, LLC | 14 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 20 |
MIROVA | 20 | 20 | 5.61% | 13.45% | 17.90% | Q4 2018 | Q3 2023 | 20 |
WCM INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.32% | 0.80% | 1.10% | Q2 2016 | Q1 2021 | 20 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.06% | 0.27% | Q4 2013 | Q3 2023 | 20 |
Personal Capital Advisors Corp | 20 | 20 | 0.01% | 0.23% | 0.35% | Q1 2018 | Q4 2022 | 20 |
Independence Bank of Kentucky | 19 | 19 | 0.00% | 0.13% | 0.56% | Q4 2017 | Q2 2022 | 19 |
Nippon Life Global Investors Americas, Inc. | 12 | 7 | 0.02% | 0.15% | 0.36% | Q2 2018 | Q3 2023 | 19 |
BAXTER BROS INC | 19 | 19 | 0.05% | 0.14% | 0.40% | Q4 2018 | Q2 2023 | 19 |
Bank Pictet & Cie (Europe) AG | 15 | 4 | 0.02% | 0.11% | 0.91% | Q1 2015 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.15% | 0.31% | 0.48% | Q2 2018 | Q4 2022 | 19 |
FIDUCIARY TRUST INTERNATIONAL LLC | 18 | 1 | 0.01% | 0.12% | 0.26% | Q2 2013 | Q4 2018 | 19 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 2 | 0.02% | 0.15% | 0.42% | Q4 2014 | Q4 2022 | 19 |
Dynamic Technology Lab Private Ltd | 8 | 1 | 0.03% | 0.26% | 0.94% | Q4 2012 | Q3 2023 | 19 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 3 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2018 | 19 |
Colonial Trust Advisors | 19 | 19 | 0.14% | 0.38% | 0.51% | Q1 2019 | Q3 2023 | 19 |
WINTON GROUP Ltd | 6 | 1 | 0.00% | 0.08% | 0.29% | Q2 2014 | Q2 2023 | 19 |
USA FINANCIAL FORMULAS | 15 | 1 | 0.00% | 0.21% | 0.96% | Q3 2017 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 19 |
Independent Advisor Alliance | 16 | 3 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 19 |
Symmetry Partners, LLC | 19 | 19 | 0.02% | 0.07% | 0.22% | Q4 2018 | Q2 2023 | 19 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 19 |
Affiance Financial, LLC | 15 | 4 | 0.06% | 0.19% | 0.30% | Q3 2018 | Q3 2023 | 19 |
PrairieView Partners, LLC | 17 | 2 | 0.08% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 19 |
Qube Research & Technologies Ltd | 15 | 1 | 0.00% | 0.13% | 0.57% | Q2 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q2 2022 | 19 |
CX Institutional | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Old Port Advisors | 18 | 1 | 0.08% | 0.20% | 0.28% | Q2 2018 | Q1 2023 | 19 |
Prestige Wealth Management Group LLC | 15 | 4 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 19 |
OppenheimerFunds, Inc. | 15 | 4 | 0.00% | 0.09% | 0.23% | Q1 2013 | Q1 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q4 2017 | 19 |
Atlantic Union Bankshares Corp | 18 | 1 | 0.03% | 0.16% | 0.37% | Q1 2014 | Q3 2023 | 19 |
Onex Canada Asset Management Inc. | 19 | 19 | 0.15% | 0.60% | 1.82% | Q2 2013 | Q4 2017 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.08% | 0.38% | 0.64% | Q2 2013 | Q4 2017 | 19 |
WEALTHFRONT Corp | 10 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 18 |
Sigma Planning Corp | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.02% | 0.18% | Q4 2018 | Q3 2023 | 18 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.06% | 0.24% | Q1 2016 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Achmea Investment Management B.V. | 13 | 5 | 0.00% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 18 |
Wealthspire Advisors, LLC | 17 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
BAMCO INC /NY/ | 10 | 8 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2022 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
TCW GROUP INC | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 18 |
M&R CAPITAL MANAGEMENT INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2020 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.05% | 0.18% | Q1 2015 | Q3 2023 | 18 |
Cipher Capital LP | 3 | 1 | 0.02% | 0.33% | 0.95% | Q3 2013 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2014 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Addenda Capital Inc. | 18 | 18 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q2 2020 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q1 2023 | 18 |
Virtue Capital Management, LLC | 8 | 2 | 0.00% | 0.19% | 0.42% | Q4 2017 | Q3 2023 | 18 |
Lee Financial Co | 12 | 1 | 0.00% | 0.20% | 0.38% | Q4 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Ativo Capital Management LLC | 18 | 18 | 0.14% | 0.57% | 1.33% | Q1 2014 | Q2 2018 | 18 |
Winch Advisory Services, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2017 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 18 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
NICOLA WEALTH MANAGEMENT LTD. | 18 | 18 | 0.06% | 0.34% | 0.59% | Q1 2018 | Q2 2022 | 18 |
Covington Investment Advisors Inc. | 18 | 18 | 0.55% | 0.73% | 0.98% | Q1 2019 | Q2 2023 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.02% | 0.19% | 0.32% | Q1 2019 | Q3 2023 | 18 |
ROPES WEALTH ADVISORS LLC | 15 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q1 2022 | 18 |
Copperwynd Financial, LLC | 18 | 18 | 0.17% | 0.23% | 0.29% | Q4 2017 | Q1 2022 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Altman Advisors, Inc. | 18 | 18 | 0.57% | 1.35% | 1.69% | Q4 2017 | Q1 2022 | 18 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.00% | 0.04% | 0.33% | Q2 2013 | Q1 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
GW&K Investment Management, LLC | 13 | 2 | 0.00% | 0.29% | 0.57% | Q3 2018 | Q3 2023 | 18 |
Hillsdale Investment Management Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
Cetera Investment Advisers | 14 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Diversified Trust Co | 17 | 17 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q4 2023 | 17 |
JENNISON ASSOCIATES LLC | 6 | 2 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q4 2019 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 2 | 0.03% | 0.08% | 0.25% | Q2 2019 | Q3 2023 | 17 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.10% | 0.30% | Q1 2017 | Q3 2023 | 17 |
SOLARIS ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 1.62% | 2.26% | Q3 2013 | Q3 2017 | 17 |
CAPITAL MANAGEMENT CORP /VA | 13 | 1 | 0.05% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 17 |
James Hambro & Partners | 11 | 6 | 0.02% | 1.23% | 2.43% | Q4 2017 | Q1 2022 | 17 |
GW HENSSLER & ASSOCIATES LTD | 17 | 17 | 0.05% | 1.23% | 1.65% | Q4 2015 | Q4 2019 | 17 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.10% | 0.46% | Q4 2013 | Q3 2023 | 17 |
HOLLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.99% | 1.22% | 1.38% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q2 2017 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 17 | 17 | 0.04% | 0.07% | 0.12% | Q3 2013 | Q3 2017 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.03% | 0.06% | 0.07% | Q1 2018 | Q1 2022 | 17 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.04% | 0.14% | Q4 2015 | Q3 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.15% | 0.19% | 0.23% | Q2 2013 | Q2 2017 | 17 |
First Command Financial Services, Inc. | 10 | 7 | 0.00% | 0.19% | 0.76% | Q4 2016 | Q2 2022 | 17 |
FCG ADVISORS, LLC | 17 | 17 | 0.07% | 0.09% | 0.11% | Q3 2016 | Q3 2020 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.09% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 17 |
First Command Bank | 10 | 7 | 0.00% | 0.20% | 0.76% | Q4 2016 | Q2 2022 | 17 |
Baker Avenue Asset Management, LP | 12 | 1 | 0.00% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 1.84% | 2.57% | 3.28% | Q3 2019 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.12% | 0.18% | 0.25% | Q2 2013 | Q2 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q2 2017 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SlateStone Wealth, LLC | 17 | 17 | 0.06% | 0.10% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Smith Affiliated Capital Corp. | 13 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 17 |
Aries Wealth Management | 7 | 4 | 0.10% | 0.14% | 0.19% | Q1 2019 | Q3 2023 | 17 |
Capital Advisory Group Advisory Services, LLC | 17 | 17 | 0.04% | 0.13% | 0.24% | Q1 2018 | Q1 2022 | 17 |
Marshall Wace North America L.P. | 13 | 1 | 0.01% | 0.22% | 0.59% | Q3 2013 | Q3 2021 | 17 |
USAdvisors Wealth Management, LLC | 17 | 17 | 0.20% | 1.14% | 4.09% | Q3 2019 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.06% | 0.10% | Q1 2018 | Q1 2022 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.35% | 0.78% | 1.09% | Q2 2013 | Q2 2017 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.10% | 0.21% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Arete Wealth Advisors, LLC | 10 | 2 | 0.02% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 17 |
First Western Capital Management Co | 17 | 17 | 1.24% | 1.74% | 2.45% | Q4 2013 | Q4 2017 | 17 |
Daiwa SB Investments Ltd. | 10 | 7 | 0.01% | 0.16% | 0.38% | Q4 2014 | Q1 2019 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.11% | 0.14% | 0.21% | Q3 2019 | Q3 2023 | 17 |
Inscription Capital, LLC | 10 | 7 | 0.52% | 2.52% | 5.39% | Q4 2018 | Q1 2023 | 17 |
Zurich Insurance Group Ltd/FI | 10 | 1 | 0.02% | 0.19% | 0.34% | Q3 2015 | Q3 2023 | 17 |
Beaumont Financial Partners, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2022 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.11% | 0.79% | Q4 2018 | Q4 2022 | 17 |
TORRAY INVESTMENT PARTNERS LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2021 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
IMPAX ASSET MANAGEMENT LLC | 13 | 3 | 0.10% | 0.53% | 0.74% | Q2 2013 | Q4 2017 | 16 |
Financial Management Professionals, Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.07% | 0.40% | Q2 2015 | Q3 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
IMS Capital Management | 14 | 2 | 0.01% | 0.14% | 0.18% | Q2 2018 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 12 | 4 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
GLG LLC | 16 | 16 | 0.07% | 0.10% | 0.13% | Q1 2014 | Q4 2017 | 16 |
Mendel Money Management | 11 | 1 | 0.56% | 2.63% | 4.24% | Q4 2017 | Q4 2022 | 16 |
Page Arthur B | 16 | 16 | 0.18% | 0.43% | 0.61% | Q3 2018 | Q2 2022 | 16 |
Ally Financial Inc. | 6 | 1 | 0.08% | 0.38% | 0.73% | Q4 2014 | Q2 2023 | 16 |
Edgemoor Investment Advisors, Inc. | 16 | 16 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q3 2020 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.13% | 0.19% | 0.31% | Q4 2019 | Q3 2023 | 16 |
EXANE DERIVATIVES | 10 | 6 | 0.00% | 0.05% | 0.19% | Q1 2017 | Q2 2022 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q1 2022 | 16 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 13 | 1 | 0.00% | 0.01% | 0.11% | Q3 2018 | Q1 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.04% | 0.15% | 0.28% | Q2 2013 | Q1 2017 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.94% | 1.58% | 2.27% | Q2 2013 | Q1 2017 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.18% | 0.28% | Q4 2019 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.02% | 0.14% | 0.32% | Q4 2018 | Q3 2022 | 16 |
WINTRUST INVESTMENTS LLC | 10 | 2 | 0.04% | 0.08% | 0.16% | Q2 2018 | Q3 2022 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.40% | 0.49% | 0.56% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 1.42% | 2.04% | 3.14% | Q4 2019 | Q3 2023 | 16 |
RFG Advisory, LLC | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.18% | 0.31% | 0.59% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Veritas Investment Management LLP | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2020 | 16 |
Transamerica Financial Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 16 |
SFE Investment Counsel | 12 | 1 | 0.07% | 0.10% | 0.24% | Q2 2018 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.18% | 0.31% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.14% | 0.21% | 0.32% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q1 2023 | 16 |
Bank of Marin | 16 | 16 | 0.22% | 0.36% | 0.54% | Q4 2019 | Q3 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 16 | 16 | 0.00% | 0.09% | 0.22% | Q4 2013 | Q3 2017 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 2.16% | 2.50% | 2.83% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.36% | 0.67% | 1.11% | Q4 2019 | Q3 2023 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.13% | 0.17% | 0.20% | Q2 2013 | Q1 2017 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.22% | 0.29% | 0.39% | Q4 2019 | Q3 2023 | 16 |
PARK NATIONAL CORP /OH/ | 16 | 16 | 0.39% | 0.51% | 0.63% | Q1 2020 | Q4 2023 | 16 |
MBE Wealth Management, LLC | 16 | 16 | 0.38% | 0.64% | 1.20% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.20% | 0.30% | 0.53% | Q2 2019 | Q3 2023 | 16 |
Freestone Capital Holdings, LLC | 16 | 16 | 0.00% | 0.07% | 0.12% | Q3 2018 | Q2 2022 | 16 |
Empirical Finance, LLC | 15 | 1 | 0.01% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.02% | 0.43% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Mirova US LLC | 16 | 16 | 5.36% | 6.42% | 8.30% | Q4 2019 | Q3 2023 | 16 |
Nelson Capital Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 16 |
Fieldpoint Private Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.82% | 1.02% | 1.19% | Q4 2019 | Q3 2023 | 16 |
CI Global Investments Inc. | 16 | 16 | 0.09% | 1.09% | 4.19% | Q4 2014 | Q3 2018 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2023 | 16 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
Lowell Blake & Associates Inc. | 16 | 16 | 0.93% | 1.25% | 1.51% | Q4 2019 | Q3 2023 | 16 |
Western Wealth Management, LLC | 8 | 8 | 0.03% | 0.06% | 0.24% | Q3 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.08% | 0.34% | Q2 2013 | Q1 2017 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.63% | 1.03% | 1.24% | Q4 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 10 | 5 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q2 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Tidal Investments LLC | 16 | 16 | 0.09% | 0.15% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.00% | 0.06% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Sciencast Management LP | 4 | 1 | 0.11% | 0.51% | 1.02% | Q1 2016 | Q2 2023 | 16 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.13% | 0.16% | 0.21% | Q2 2013 | Q4 2016 | 15 |
J.W. COLE ADVISORS, INC. | 13 | 2 | 0.04% | 0.11% | 0.75% | Q4 2019 | Q3 2023 | 15 |
STEEL GROVE CAPITAL ADVISORS, LLC | 15 | 15 | 0.06% | 0.07% | 0.10% | Q2 2015 | Q4 2018 | 15 |
Bellecapital International Ltd. | 7 | 1 | 0.05% | 0.36% | 1.30% | Q4 2013 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.12% | 0.14% | 0.19% | Q2 2013 | Q4 2016 | 15 |
Altium Wealth Management LLC | 15 | 15 | 0.02% | 0.05% | 0.06% | Q3 2018 | Q1 2022 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.11% | 0.17% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Linscomb & Williams, Inc. | 15 | 15 | 0.03% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Ethic Inc. | 15 | 15 | 0.09% | 0.28% | 0.40% | Q1 2020 | Q3 2023 | 15 |
S.E.E.D. Planning Group LLC | 15 | 15 | 1.49% | 2.49% | 3.47% | Q1 2020 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q1 2023 | 15 |
IFG Advisory, LLC | 15 | 15 | 0.02% | 0.07% | 0.09% | Q4 2017 | Q2 2021 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 1.12% | 1.62% | 2.20% | Q4 2017 | Q2 2021 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q4 2016 | 15 |
PITTENGER & ANDERSON INC | 15 | 15 | 0.00% | 0.27% | 0.37% | Q1 2019 | Q3 2022 | 15 |
LPWM LLC | 11 | 4 | 0.10% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 8 | 7 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2019 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.02% | 0.11% | 0.42% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Quantamental Technologies LLC | 7 | 1 | 0.22% | 0.67% | 2.38% | Q4 2018 | Q3 2023 | 15 |
United Asset Strategies, Inc. | 15 | 15 | 0.48% | 0.88% | 1.36% | Q1 2020 | Q3 2023 | 15 |
EP Wealth Advisors, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.24% | 0.34% | 0.50% | Q4 2019 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
PEOPLES FINANCIAL SERVICES CORP. | 15 | 15 | 0.23% | 0.36% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 3 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q4 2023 | 15 |
IHT Wealth Management, LLC | 6 | 1 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 15 |
RWA WEALTH PARTNERS, LLC | 11 | 2 | 0.00% | 0.09% | 0.40% | Q1 2018 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.12% | 0.37% | Q1 2020 | Q3 2023 | 15 |
TEXAS CAPITAL BANCSHARES INC/TX | 11 | 4 | 0.24% | 0.35% | 0.51% | Q2 2013 | Q4 2021 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.33% | 0.42% | 0.51% | Q4 2016 | Q2 2020 | 15 |
Institute for Wealth Management, LLC. | 10 | 1 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q2 2023 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.10% | 0.16% | 0.19% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
TIEDEMANN ADVISORS, LLC | 11 | 4 | 0.01% | 0.06% | 0.18% | Q3 2016 | Q3 2020 | 15 |
LUMINUS MANAGEMENT LLC | 5 | 1 | 0.11% | 0.42% | 1.00% | Q2 2013 | Q4 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2016 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 14 | 1 | 0.01% | 0.57% | 1.67% | Q2 2013 | Q4 2018 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 15 |
PARTHENON LLC | 8 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 15 |
Orgel Wealth Management, LLC | 8 | 3 | 0.02% | 0.07% | 0.16% | Q3 2016 | Q1 2022 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Perpetual Ltd | 6 | 1 | 0.02% | 0.06% | 0.24% | Q2 2016 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.08% | 0.19% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.25% | 0.55% | Q1 2017 | Q3 2020 | 15 |
Trexquant Investment LP | 4 | 1 | 0.03% | 0.22% | 0.52% | Q4 2014 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.07% | 0.08% | Q3 2011 | Q3 2015 | 15 |
Merit Financial Group, LLC | 12 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Edgestream Partners, L.P. | 9 | 1 | 0.01% | 0.28% | 0.71% | Q3 2014 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 12 | 1 | 0.03% | 0.06% | 0.13% | Q4 2017 | Q3 2022 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2022 | 15 |
Marquette Asset Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Teza Capital Management LLC | 8 | 1 | 0.08% | 0.34% | 0.78% | Q4 2017 | Q3 2023 | 14 |
BECKER CAPITAL MANAGEMENT INC | 14 | 14 | 0.03% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Lido Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
AMERICAN ASSET MANAGEMENT INC. | 14 | 14 | 0.72% | 1.19% | 1.53% | Q3 2016 | Q4 2019 | 14 |
WealthTrust-Arizona, LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 14 |
Illinois Municipal Retirement Fund | 13 | 1 | 0.02% | 0.07% | 0.38% | Q4 2019 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2016 | 14 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 14 | 14 | 0.16% | 0.64% | 0.99% | Q4 2018 | Q1 2022 | 14 |
Carmignac Gestion | 14 | 14 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
ASPIRIANT, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Sequoia Financial Advisors, LLC | 8 | 6 | 0.01% | 0.21% | 0.31% | Q4 2013 | Q3 2023 | 14 |
Sculptor Capital LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 14 |
Lipe & Dalton | 14 | 14 | 0.64% | 1.14% | 1.39% | Q3 2018 | Q4 2021 | 14 |
Orion Portfolio Solutions, LLC | 10 | 4 | 0.01% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 14 |
Pearl River Capital, LLC | 9 | 1 | 0.01% | 0.29% | 1.27% | Q3 2019 | Q3 2023 | 14 |
GRIMES & COMPANY, INC. | 14 | 14 | 0.28% | 0.35% | 0.42% | Q2 2020 | Q3 2023 | 14 |
NUANCE INVESTMENTS, LLC | 9 | 1 | 0.00% | 0.88% | 2.15% | Q1 2017 | Q1 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Atlas Private Wealth Management, LLC | 14 | 14 | 0.39% | 0.62% | 0.70% | Q4 2019 | Q1 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.04% | 0.47% | 1.17% | Q2 2013 | Q3 2016 | 14 |
EQUITABLE TRUST CO | 11 | 3 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 14 |
SECURITY NATIONAL BANK OF SO DAK | 12 | 2 | 0.20% | 0.27% | 0.33% | Q2 2018 | Q4 2021 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 11 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.09% | 0.30% | Q1 2015 | Q1 2019 | 14 |
MONARCH CAPITAL MANAGEMENT INC/ | 14 | 14 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q2 2022 | 14 |
WoodTrust Financial Corp | 14 | 14 | 0.07% | 0.24% | 0.38% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.25% | 0.58% | 1.27% | Q2 2020 | Q3 2023 | 14 |
MASTRAPASQUA ASSET MANAGEMENT INC | 9 | 5 | 1.38% | 1.62% | 2.63% | Q2 2013 | Q4 2016 | 14 |
BINGHAM OSBORN & SCARBOROUGH LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2021 | 14 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2023 | 14 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 14 | 14 | 0.18% | 0.24% | 0.29% | Q2 2013 | Q3 2016 | 14 |
PEREGRINE CAPITAL MANAGEMENT LLC | 8 | 6 | 0.02% | 0.12% | 0.33% | Q3 2016 | Q3 2022 | 14 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Maple Capital Management, Inc. | 14 | 14 | 0.76% | 0.91% | 1.14% | Q2 2020 | Q3 2023 | 14 |
Arlington Partners LLC | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Providence Capital Advisors, LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 14 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.05% | 0.18% | Q1 2014 | Q4 2022 | 14 |
OKABENA INVESTMENT SERVICES INC | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
VAN ECK ASSOCIATES CORP | 13 | 1 | 0.00% | 0.25% | 0.63% | Q1 2018 | Q3 2023 | 14 |
SevenBridge Financial Group, LLC | 14 | 14 | 0.02% | 0.04% | 0.11% | Q1 2016 | Q2 2019 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.10% | 0.13% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Monterey Private Wealth, Inc. | 11 | 3 | 0.12% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 12 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 14 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.01% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
INSIGHT 2811, INC. | 14 | 14 | 0.50% | 0.87% | 1.22% | Q2 2013 | Q3 2016 | 14 |
Ardevora Asset Management LLP | 14 | 14 | 0.82% | 0.95% | 1.20% | Q1 2019 | Q2 2022 | 14 |
Teton Advisors, Inc. | 14 | 14 | 0.31% | 0.47% | 0.59% | Q2 2013 | Q3 2016 | 14 |
Oribel Capital Management, LP | 6 | 1 | 0.20% | 1.53% | 3.63% | Q1 2017 | Q3 2023 | 14 |
Progressive Investment Management Corp | 14 | 14 | 0.41% | 0.74% | 1.85% | Q3 2014 | Q4 2017 | 14 |
Grove Bank & Trust | 9 | 4 | 0.00% | 0.09% | 0.15% | Q4 2015 | Q3 2023 | 13 |
JAG CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.02% | 0.56% | 1.98% | Q3 2014 | Q1 2022 | 13 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 1 | 0.01% | 0.14% | 0.64% | Q4 2014 | Q4 2019 | 13 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.01% | 0.07% | 0.22% | Q4 2018 | Q3 2023 | 13 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 13 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11 | 2 | 0.04% | 0.30% | 0.53% | Q2 2016 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.01% | 0.09% | 0.20% | Q2 2020 | Q3 2023 | 13 |
Dougherty Wealth Advisers LLC | 13 | 13 | 0.10% | 0.19% | 0.47% | Q4 2018 | Q4 2021 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.54% | 0.59% | 0.62% | Q2 2013 | Q2 2016 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 1 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q2 2020 | 13 |
Advisor OS, LLC | 13 | 13 | 0.12% | 0.18% | 0.26% | Q3 2020 | Q3 2023 | 13 |
SENTINEL ASSET MANAGEMENT, INC. | 13 | 13 | 0.04% | 0.10% | 0.14% | Q3 2014 | Q3 2017 | 13 |
FISHMAN JAY A LTD/MI | 13 | 13 | 0.27% | 0.30% | 0.34% | Q2 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.17% | 0.27% | 0.33% | Q2 2013 | Q2 2016 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Quadrature Capital Ltd | 3 | 1 | 0.04% | 0.15% | 0.46% | Q3 2015 | Q1 2023 | 13 |
Meridian Wealth Management, LLC | 12 | 1 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 13 |
Avalon Investment & Advisory | 7 | 6 | 0.01% | 0.12% | 0.26% | Q3 2016 | Q4 2021 | 13 |
Tortoise Index Solutions, LLC | 11 | 2 | 0.10% | 0.71% | 1.13% | Q4 2017 | Q3 2023 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 1.17% | 1.38% | 1.64% | Q2 2013 | Q2 2016 | 13 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.07% | 0.15% | Q3 2016 | Q2 2022 | 13 |
Bell Asset Management Ltd | 13 | 13 | 0.80% | 1.14% | 1.33% | Q1 2020 | Q1 2023 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Annex Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
MYCIO WEALTH PARTNERS, LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
Arden Trust Co | 13 | 13 | 0.11% | 0.23% | 0.29% | Q2 2019 | Q2 2022 | 13 |
B. Riley Wealth Management, Inc. | 10 | 3 | 0.00% | 0.07% | 0.16% | Q1 2014 | Q2 2022 | 13 |
Tortoise Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.06% | 0.16% | Q3 2019 | Q3 2022 | 13 |
ARGUS INVESTORS' COUNSEL, INC. | 13 | 13 | 0.12% | 0.24% | 0.34% | Q2 2018 | Q2 2021 | 13 |
Pensionfund DSM Netherlands | 10 | 1 | 0.15% | 0.38% | 0.49% | Q2 2013 | Q4 2021 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.03% | 0.03% | Q4 2015 | Q4 2022 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.03% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 13 |
Mawer Investment Management Ltd. | 13 | 13 | 0.16% | 0.29% | 0.42% | Q4 2018 | Q4 2021 | 13 |
SCHWARTZ INVESTMENT COUNSEL INC | 13 | 13 | 0.08% | 0.82% | 1.52% | Q4 2016 | Q4 2019 | 13 |
Kepos Capital LP | 10 | 1 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.02% | 0.08% | 0.11% | Q2 2019 | Q2 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
Roof Eidam Maycock Peralta, LLC | 13 | 13 | 0.55% | 0.67% | 0.72% | Q4 2018 | Q4 2021 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.03% | 0.27% | 0.74% | Q4 2013 | Q4 2022 | 13 |
Truehand, Inc | 13 | 13 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 13 |
Key FInancial Inc | 12 | 1 | 0.05% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.16% | 0.53% | Q1 2018 | Q1 2023 | 13 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.06% | 0.22% | Q4 2014 | Q3 2023 | 13 |
Magellan Asset Management Ltd | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Covenant Partners, LLC | 12 | 12 | 0.17% | 0.25% | 0.35% | Q1 2019 | Q4 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Braun-Bostich & Associates Inc. | 7 | 1 | 0.01% | 0.11% | 0.38% | Q4 2017 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.04% | 0.18% | Q1 2018 | Q3 2023 | 12 |
WASHINGTON CAPITAL MANAGEMENT, INC | 12 | 12 | 0.09% | 0.17% | 0.28% | Q2 2013 | Q1 2016 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q1 2016 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2022 | 12 |
Unified Trust Company, N.A. | 12 | 12 | 1.04% | 2.00% | 3.06% | Q4 2018 | Q3 2021 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.11% | 0.76% | 1.11% | Q4 2018 | Q3 2021 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 12 | 0.00% | 0.04% | 0.15% | Q3 2020 | Q2 2023 | 12 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 2 | 0.01% | 0.56% | 1.95% | Q1 2014 | Q3 2019 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.09% | 0.13% | 0.15% | Q2 2013 | Q1 2016 | 12 |
Counsel Portfolio Services Inc. | 12 | 12 | 0.02% | 0.11% | 0.34% | Q3 2013 | Q2 2016 | 12 |
CORNERCAP INVESTMENT COUNSEL INC | 10 | 1 | 0.03% | 0.09% | 0.29% | Q3 2017 | Q3 2023 | 12 |
NorthCoast Asset Management LLC | 7 | 1 | 0.02% | 0.46% | 3.36% | Q2 2013 | Q3 2021 | 12 |
Reliant Investment Management, LLC | 12 | 12 | 1.92% | 2.31% | 2.71% | Q4 2013 | Q3 2016 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 3 | 0.03% | 0.13% | 0.23% | Q4 2018 | Q3 2023 | 12 |
BSW Wealth Partners | 12 | 12 | 0.10% | 0.14% | 0.20% | Q2 2020 | Q1 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q4 2021 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q1 2022 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q4 2021 | 12 |
Balentine LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.21% | 0.33% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 1.18% | 1.49% | 1.85% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 11 | 1 | 0.00% | 0.11% | 0.16% | Q1 2019 | Q4 2022 | 12 |
AIA Group Ltd | 12 | 12 | 0.44% | 1.20% | 1.63% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.10% | 0.15% | 0.21% | Q2 2013 | Q1 2016 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AHL Partners LLP | 9 | 1 | 0.01% | 0.06% | 0.20% | Q3 2014 | Q4 2017 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.02% | 0.06% | 0.14% | Q2 2019 | Q1 2022 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.04% | 0.14% | Q1 2017 | Q1 2023 | 12 |
COMERICA SECURITIES INC | 11 | 1 | 0.06% | 0.11% | 0.14% | Q4 2014 | Q4 2018 | 12 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.05% | 0.15% | Q4 2022 | Q3 2023 | 12 |
Sunbelt Securities, Inc. | 9 | 3 | 0.02% | 0.05% | 0.20% | Q3 2019 | Q3 2023 | 12 |
C Partners Holding GmbH | 12 | 12 | 0.05% | 0.49% | 0.82% | Q4 2017 | Q3 2020 | 12 |
Empirical Capital Management, LLC | 5 | 3 | 4.51% | 5.88% | 9.23% | Q4 2014 | Q1 2020 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.06% | 0.20% | Q2 2018 | Q1 2021 | 12 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.08% | 0.16% | Q4 2019 | Q3 2022 | 12 |
TT INTERNATIONAL | 11 | 1 | 0.30% | 0.98% | 1.58% | Q2 2017 | Q3 2020 | 12 |
GCA INVESTMENT MANAGEMENT, LLC | 11 | 1 | 2.73% | 3.92% | 5.57% | Q2 2015 | Q2 2018 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 0.03% | 0.50% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.18% | 0.27% | 0.50% | Q4 2020 | Q3 2023 | 12 |
TRUE Private Wealth Advisors | 5 | 1 | 0.03% | 0.07% | 0.15% | Q4 2017 | Q4 2021 | 12 |
Echo Wealth Management, LLC | 12 | 12 | 0.28% | 0.45% | 0.60% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.10% | 0.19% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.10% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.58% | 0.76% | 1.05% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.33% | 1.49% | 1.82% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.16% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 2.21% | 3.08% | 3.96% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2021 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.45% | 0.77% | 1.10% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 1.12% | 1.36% | 1.71% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.06% | 0.15% | 0.18% | Q2 2013 | Q1 2016 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
AustralianSuper Pty Ltd | 12 | 12 | 1.40% | 2.13% | 3.76% | Q2 2018 | Q1 2021 | 12 |
BANK OF NOVA SCOTIA TRUST CO | 7 | 5 | 0.03% | 0.09% | 0.16% | Q3 2017 | Q3 2023 | 12 |
PFG Advisors | 10 | 2 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.28% | 0.56% | 1.49% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.34% | 0.44% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Vest Financial, LLC | 12 | 12 | 1.11% | 1.43% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2021 | 12 |
Stadion Money Management, LLC | 12 | 12 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2021 | 12 |
TSFG, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Exchange Capital Management, Inc. | 6 | 1 | 0.00% | 0.06% | 0.22% | Q4 2014 | Q3 2023 | 12 |
Cedar Mountain Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.07% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Neo Ivy Capital Management | 6 | 1 | 0.01% | 0.18% | 0.41% | Q4 2018 | Q3 2023 | 12 |
Investors Research Corp | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
Spectrum Management Group, LLC | 10 | 2 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q4 2019 | 12 |
HHG & Company, LLC | 12 | 12 | 0.49% | 1.04% | 1.55% | Q2 2013 | Q1 2016 | 12 |
Humankind Investments LLC | 11 | 11 | 0.26% | 0.57% | 1.01% | Q1 2021 | Q3 2023 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 0.13% | 0.23% | 0.34% | Q2 2013 | Q4 2015 | 11 |
Laffer Tengler Investments, Inc. | 7 | 4 | 0.05% | 0.28% | 0.54% | Q2 2015 | Q1 2022 | 11 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2021 | 11 |
Dynamic Capital Management Ltd | 5 | 1 | 0.07% | 0.23% | 0.48% | Q2 2013 | Q4 2017 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 11 |
Solstein Capital, LLC | 7 | 4 | 0.03% | 0.17% | 0.37% | Q4 2019 | Q3 2022 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.96% | 1.12% | 1.32% | Q2 2013 | Q4 2015 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.02% | 0.15% | Q1 2021 | Q3 2023 | 11 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.03% | 0.07% | 0.21% | Q2 2013 | Q3 2019 | 11 |
Insight Advisors, LLC/ PA | 11 | 11 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q2 2023 | 11 |
Capital Advisors, Ltd. LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
Cable Hill Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
NorthRock Partners, LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 11 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 9 | 2 | 0.09% | 0.10% | 0.12% | Q2 2014 | Q1 2017 | 11 |
SWARTHMORE GROUP INC | 11 | 11 | 2.86% | 3.63% | 4.23% | Q2 2013 | Q4 2015 | 11 |
Holocene Advisors, LP | 9 | 2 | 0.00% | 0.06% | 0.35% | Q3 2020 | Q2 2023 | 11 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q2 2018 | 11 |
Cumberland Partners Ltd | 11 | 11 | 0.14% | 0.41% | 0.61% | Q4 2018 | Q2 2021 | 11 |
Koshinski Asset Management, Inc. | 11 | 11 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 7 | 4 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Bradley Mark J. | 11 | 11 | 1.64% | 2.32% | 2.81% | Q4 2020 | Q2 2023 | 11 |
FORT, L.P. | 11 | 11 | 0.02% | 0.33% | 0.54% | Q2 2018 | Q4 2020 | 11 |
Miracle Mile Advisors, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Night Owl Capital Management, LLC | 11 | 11 | 3.71% | 7.56% | 9.10% | Q2 2013 | Q4 2015 | 11 |
Fosun International Ltd | 11 | 11 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q4 2020 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.07% | 0.11% | 0.17% | Q3 2017 | Q1 2020 | 11 |
ARBOR CAPITAL MANAGEMENT LLC | 11 | 11 | 0.44% | 0.76% | 1.32% | Q2 2013 | Q4 2015 | 11 |
Addison Advisors LLC | 10 | 1 | 0.05% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 11 |
BURNS J W & CO INC/NY | 11 | 11 | 0.03% | 0.38% | 0.52% | Q3 2019 | Q1 2022 | 11 |
Pinnacle Wealth Planning Services, Inc. | 11 | 11 | 0.04% | 0.09% | 0.14% | Q2 2019 | Q4 2021 | 11 |
Next Capital Management LLC | 9 | 1 | 0.02% | 0.26% | 0.45% | Q2 2019 | Q3 2023 | 11 |
Truvvo Partners LLC | 10 | 1 | 0.28% | 0.63% | 0.89% | Q4 2015 | Q3 2018 | 11 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.13% | 0.62% | Q4 2017 | Q2 2023 | 11 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.11% | 0.72% | Q3 2019 | Q1 2022 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.01% | 0.09% | 0.19% | Q4 2020 | Q2 2023 | 11 |
Phoenix Holdings Ltd. | 9 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
RiverPark Advisors, LLC | 11 | 11 | 0.22% | 0.31% | 0.38% | Q2 2013 | Q4 2015 | 11 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2021 | 11 |
Bond & Devick Financial Network, Inc. | 8 | 3 | 0.13% | 0.25% | 0.43% | Q4 2020 | Q3 2023 | 11 |
Eudaimonia Partners, LLC | 8 | 1 | 0.04% | 0.11% | 0.25% | Q4 2019 | Q2 2023 | 11 |
FORVIS Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.05% | 0.06% | Q4 2019 | Q2 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Veritas Investment Partners (UK) Ltd. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Nadler Financial Group, Inc. | 7 | 4 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2021 | 11 |
Monument Capital Management | 11 | 11 | 1.20% | 1.34% | 1.46% | Q4 2017 | Q2 2020 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Johnson Financial Group, LLC | 11 | 11 | 0.07% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Cascade Investment Advisors, Inc. | 10 | 1 | 0.02% | 0.08% | 0.12% | Q1 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Laurel Wealth Planning LLC | 11 | 11 | 0.28% | 0.37% | 0.48% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.01% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
VONTOBEL ASSET MANAGEMENT INC | 11 | 11 | 0.15% | 0.25% | 0.32% | Q4 2017 | Q2 2020 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.13% | 0.24% | Q1 2021 | Q3 2023 | 11 |
NWAM LLC | 7 | 1 | 0.03% | 0.30% | 0.66% | Q2 2019 | Q3 2022 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.08% | 0.19% | Q1 2021 | Q3 2023 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.15% | 0.39% | 0.53% | Q1 2013 | Q3 2015 | 11 |
Verity & Verity, LLC | 11 | 11 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q2 2023 | 11 |
Chesapeake Wealth Management | 11 | 11 | 0.10% | 0.27% | 0.46% | Q2 2019 | Q4 2021 | 11 |
Harvest Fund Management Co., Ltd | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 11 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2022 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2015 | 11 |
MURPHY CAPITAL MANAGEMENT INC | 6 | 5 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q2 2016 | 11 |
FORTEM FINANCIAL GROUP, LLC | 10 | 1 | 0.10% | 0.80% | 1.77% | Q4 2018 | Q4 2021 | 11 |
IBERIABANK CORP | 10 | 10 | 0.08% | 0.19% | 0.34% | Q3 2014 | Q4 2016 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.37% | 0.59% | 0.84% | Q4 2015 | Q1 2018 | 10 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 10 |
Summit Global Investments | 10 | 10 | 0.08% | 0.45% | 1.03% | Q1 2018 | Q2 2020 | 10 |
ADE, LLC | 6 | 4 | 0.22% | 0.27% | 0.32% | Q4 2020 | Q3 2023 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Select Equity Group, L.P. | 9 | 1 | 0.05% | 0.17% | 0.24% | Q1 2016 | Q2 2022 | 10 |
Amundi | 10 | 10 | 0.13% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Union Bancaire Privee Asset Management LLC | 10 | 10 | 1.63% | 1.91% | 2.23% | Q4 2018 | Q1 2021 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 1.92% | 2.15% | 2.89% | Q4 2020 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 10 |
Thomasville National Bank | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
DOWLING & YAHNKE LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2021 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.04% | 0.11% | 0.17% | Q1 2021 | Q2 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Newton One Investments LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.13% | 0.37% | Q3 2014 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Vivaldi Capital Management LP | 7 | 3 | 0.05% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 10 |
Cornerstone Advisors, LLC | 7 | 1 | 0.01% | 0.24% | 0.46% | Q4 2019 | Q3 2023 | 10 |
Shelter Ins Profit Sharing | 10 | 10 | 1.33% | 1.64% | 2.04% | Q2 2013 | Q3 2015 | 10 |
Keystone Financial Group | 5 | 2 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 10 |
Blossom Wealth Management | 10 | 10 | 1.11% | 1.37% | 1.62% | Q2 2021 | Q3 2023 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 3 | 0.06% | 0.12% | 0.18% | Q4 2019 | Q2 2022 | 10 |
F3Logic, LLC | 9 | 1 | 0.06% | 0.29% | 0.45% | Q1 2019 | Q1 2022 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Gryphon Financial Partners LLC | 6 | 1 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q2 2021 | 10 |
Euclid Advisors LLC | 6 | 1 | 0.27% | 0.39% | 0.49% | Q2 2013 | Q2 2016 | 10 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.24% | 0.52% | Q4 2018 | Q3 2023 | 10 |
Van Hulzen Asset Management, LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q4 2020 | 10 |
PRENTISS SMITH & CO INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
Cerebellum GP, LLC | 6 | 2 | 0.00% | 0.08% | 0.29% | Q4 2017 | Q3 2020 | 10 |
NICOLET BANKSHARES INC | 10 | 10 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q3 2022 | 10 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 4 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q4 2015 | 10 |
Sowell Financial Services LLC | 7 | 3 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q1 2021 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2021 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.20% | 0.33% | 0.45% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2021 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.04% | 0.30% | 0.70% | Q4 2013 | Q3 2023 | 10 |
Legacy Financial Strategies, LLC | 10 | 10 | 0.26% | 0.59% | 0.80% | Q4 2017 | Q1 2020 | 10 |
Brookstone Capital Management | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2021 | 10 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 10 |
M&G INVESTMENT MANAGEMENT LTD | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
TREES INVESTMENT COUNSEL LLC | 10 | 10 | 2.51% | 2.70% | 2.83% | Q2 2013 | Q3 2015 | 10 |
CFM WEALTH PARTNERS LLC | 10 | 10 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q1 2022 | 10 |
Vantage Investment Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 10 |
Red Door Wealth Management, LLC | 10 | 10 | 0.26% | 0.49% | 0.61% | Q4 2019 | Q1 2022 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 0.03% | 0.36% | 0.91% | Q2 2013 | Q3 2015 | 10 |
DEERE & CO | 6 | 2 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2016 | 10 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.06% | 0.31% | Q1 2015 | Q3 2017 | 10 |
AXS Investments LLC | 8 | 2 | 0.06% | 0.28% | 0.44% | Q1 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 10 |
WADDELL & REED FINANCIAL INC | 6 | 2 | 0.01% | 0.06% | 0.12% | Q2 2016 | Q1 2021 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Summit Financial Strategies, Inc. | 10 | 10 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
K.J. Harrison & Partners Inc | 6 | 4 | 0.13% | 0.74% | 1.25% | Q2 2019 | Q4 2021 | 10 |
AMARILLO NATIONAL BANK | 10 | 10 | 0.13% | 0.38% | 0.66% | Q2 2013 | Q3 2015 | 10 |
THOMASPARTNERS, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
ARGENT CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.26% | 0.29% | 0.35% | Q2 2021 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2015 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.30% | 0.34% | 0.38% | Q3 2021 | Q4 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Hennion & Walsh Asset Management, Inc. | 8 | 2 | 0.03% | 0.19% | 0.41% | Q1 2021 | Q3 2023 | 10 |
Vectors Research Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q3 2015 | 10 |
BREWIN DOLPHIN LTD | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 10 |
FLOOD GAMBLE ASSOCIATES INC | 10 | 10 | 4.50% | 5.03% | 5.38% | Q2 2013 | Q3 2015 | 10 |
TRH Financial, LLC | 9 | 1 | 0.13% | 1.31% | 2.26% | Q4 2019 | Q2 2022 | 10 |
MOORE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.01% | 0.19% | 0.57% | Q2 2014 | Q1 2023 | 10 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q2 2019 | 10 |
Clarus Wealth Advisors | 10 | 10 | 0.16% | 0.30% | 0.54% | Q4 2017 | Q1 2020 | 10 |
Salient Capital Advisors, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 10 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.09% | 0.22% | 0.34% | Q4 2020 | Q4 2022 | 9 |
RBO & CO LLC | 9 | 9 | 0.11% | 0.12% | 0.13% | Q4 2016 | Q4 2018 | 9 |
SeaBridge Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
LCNB CORP | 5 | 1 | 0.10% | 0.12% | 0.15% | Q2 2019 | Q2 2023 | 9 |
ICON ADVISERS INC/CO | 9 | 9 | 0.13% | 0.29% | 0.36% | Q2 2013 | Q2 2015 | 9 |
Kistler-Tiffany Companies, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2022 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q2 2015 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.63% | 0.70% | 0.75% | Q3 2021 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CEDAR CAPITAL, LLC | 9 | 9 | 0.09% | 0.13% | 0.18% | Q3 2018 | Q3 2020 | 9 |
Three Peaks Capital Management, LLC | 9 | 9 | 0.81% | 1.17% | 1.61% | Q4 2018 | Q4 2020 | 9 |
Jupiter Investment Management Ltd | 3 | 1 | 0.01% | 0.07% | 0.33% | Q2 2013 | Q4 2019 | 9 |
Varma Mutual Pension Insurance Co | 9 | 9 | 0.05% | 0.11% | 0.25% | Q4 2020 | Q4 2022 | 9 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 9 |
JB Capital LLC | 9 | 9 | 0.18% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
OPSEU Pension Plan Trust Fund | 9 | 9 | 0.08% | 0.27% | 0.44% | Q1 2020 | Q1 2022 | 9 |
Private Wealth Advisors, Inc. | 8 | 1 | 0.07% | 0.13% | 0.18% | Q3 2018 | Q4 2020 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Pantheon Investment Group, LLC | 9 | 9 | 0.50% | 1.17% | 1.52% | Q4 2019 | Q4 2021 | 9 |
DUALITY ADVISERS, LP | 4 | 2 | 0.02% | 0.26% | 0.66% | Q3 2019 | Q4 2022 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.08% | 0.30% | Q3 2020 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Artisan Partners Limited Partnership | 7 | 2 | 0.08% | 0.30% | 0.48% | Q1 2016 | Q3 2023 | 9 |
Hexagon Capital Partners LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Boit C F David | 5 | 4 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Chapman Investment Management, LLC | 9 | 9 | 2.70% | 3.49% | 4.20% | Q4 2019 | Q4 2021 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.03% | 0.12% | Q3 2020 | Q3 2023 | 9 |
Inspire Investing, LLC | 8 | 1 | 0.01% | 0.36% | 0.49% | Q4 2017 | Q1 2020 | 9 |
Pendal Group Ltd | 9 | 9 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Sustainable Insight Capital Management, LLC | 6 | 1 | 0.13% | 0.64% | 2.27% | Q1 2020 | Q3 2023 | 9 |
Waratah Capital Advisors Ltd. | 5 | 1 | 0.01% | 0.38% | 1.78% | Q2 2014 | Q3 2021 | 9 |
AGF Investments LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q4 2020 | 9 |
VALLEY WEALTH MANAGERS, INC. | 4 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q1 2023 | 9 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
ETRADE Capital Management LLC | 5 | 4 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2020 | 9 |
True North Advisors, LLC | 9 | 9 | 0.31% | 0.56% | 0.96% | Q4 2019 | Q4 2021 | 9 |
AEGON ASSET MANAGEMENT UK PLC | 5 | 4 | 0.00% | 0.13% | 0.54% | Q2 2015 | Q2 2023 | 9 |
TOBAM | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
CYPRESS ASSET MANAGEMENT INC/TX | 9 | 9 | 0.28% | 0.39% | 0.44% | Q3 2020 | Q3 2022 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.33% | 0.42% | 0.58% | Q4 2019 | Q4 2021 | 9 |
A.R.T. Advisors, LLC | 3 | 1 | 0.03% | 0.14% | 0.28% | Q4 2013 | Q4 2019 | 9 |
Nikko Asset Management Americas, Inc. | 6 | 3 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 9 |
RONALD BLUE & CO LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Machina Capital S.A.S. | 3 | 1 | 0.21% | 0.82% | 2.93% | Q1 2019 | Q3 2023 | 9 |
Private Vista, LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q3 2019 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q3 2019 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2016 | 9 |
CCLA Investment Management | 8 | 1 | 0.70% | 0.98% | 1.22% | Q2 2020 | Q3 2022 | 9 |
Capital Research Global Investors | 9 | 9 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2019 | 9 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 0.26% | 0.38% | 0.50% | Q2 2020 | Q3 2023 | 9 |
BARING ASSET MANAGEMENT Ltd | 9 | 9 | 0.03% | 0.14% | 0.18% | Q3 2015 | Q3 2017 | 9 |
FINANCIAL CONSULATE, INC | 9 | 9 | 0.09% | 0.12% | 0.15% | Q1 2021 | Q1 2023 | 9 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 8 | 1 | 0.05% | 0.15% | 0.23% | Q2 2018 | Q3 2023 | 9 |
StrategIQ Financial Group, LLC | 8 | 1 | 0.04% | 7.74% | 14.79% | Q4 2020 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.08% | 0.13% | 0.19% | Q1 2021 | Q1 2023 | 9 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 9 |
Bremer Bank National Association | 8 | 1 | 0.02% | 0.26% | 0.38% | Q1 2019 | Q1 2022 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.34% | 0.45% | 0.73% | Q3 2021 | Q3 2023 | 9 |
SFMG, LLC | 7 | 2 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2022 | 9 |
FORA Capital, LLC | 2 | 1 | 0.06% | 0.26% | 0.42% | Q4 2019 | Q3 2023 | 9 |
Mount Yale Investment Advisors, LLC | 9 | 9 | 0.07% | 0.19% | 0.37% | Q1 2018 | Q1 2020 | 9 |
Minot Wealth Management LLC | 9 | 9 | 0.14% | 0.25% | 0.37% | Q4 2019 | Q4 2021 | 9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.06% | 0.11% | 0.17% | Q1 2017 | Q2 2021 | 9 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.06% | 0.09% | 0.15% | Q1 2015 | Q4 2021 | 8 |
St. Johns Investment Management Company, LLC | 8 | 8 | 0.03% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Crestwood Advisors Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.48% | 0.52% | 0.59% | Q4 2015 | Q3 2017 | 8 |
WHALEROCK POINT PARTNERS, LLC | 8 | 8 | 0.17% | 0.19% | 0.20% | Q4 2013 | Q3 2015 | 8 |
NEW AMSTERDAM PARTNERS LLC/NY | 8 | 8 | 0.24% | 0.69% | 1.33% | Q2 2013 | Q1 2015 | 8 |
PLIMOTH TRUST CO LLC | 8 | 8 | 0.22% | 0.28% | 0.36% | Q1 2018 | Q4 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.13% | 0.22% | 0.31% | Q2 2013 | Q1 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.15% | 0.42% | Q4 2021 | Q3 2023 | 8 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 8 |
Taylor Frigon Capital Management LLC | 7 | 1 | 1.31% | 1.48% | 1.62% | Q4 2014 | Q4 2017 | 8 |
Ascent Group, LLC | 8 | 8 | 0.06% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.28% | 0.38% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.30% | 0.37% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Joho Capital | 8 | 8 | 0.18% | 0.25% | 0.38% | Q4 2020 | Q3 2022 | 8 |
LGT Group Foundation | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Dana Investment Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Leverty Financial Group, LLC | 8 | 8 | 1.24% | 1.50% | 1.98% | Q4 2021 | Q3 2023 | 8 |
Numeric Investors LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.92% | 1.09% | 1.51% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 0.28% | 0.52% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.54% | 0.68% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.14% | 0.34% | 0.73% | Q4 2021 | Q3 2023 | 8 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.05% | 0.30% | Q4 2015 | Q2 2023 | 8 |
Highstreet Asset Management Inc. | 8 | 8 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q4 2019 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.52% | 0.72% | 0.94% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.72% | 0.82% | 0.94% | Q3 2021 | Q2 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.45% | 0.67% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.30% | 0.39% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Roble, Belko & Company, Inc | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
REYNOLDS CAPITAL MANAGEMENT LLC | 6 | 2 | 0.18% | 0.27% | 0.36% | Q2 2013 | Q2 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.00% | 0.05% | 0.10% | Q1 2013 | Q4 2014 | 8 |
Iyo Bank, Ltd. | 8 | 8 | 0.55% | 1.04% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 1.08% | 1.41% | 1.69% | Q4 2021 | Q3 2023 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.22% | 0.32% | 0.51% | Q4 2021 | Q4 2023 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Schooner Investment Group, LLC. | 8 | 8 | 0.16% | 0.35% | 0.58% | Q4 2014 | Q3 2016 | 8 |
Pegasus Partners Ltd. | 6 | 2 | 0.05% | 0.15% | 0.42% | Q3 2019 | Q3 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Railway Pension Investments Ltd | 8 | 8 | 0.05% | 0.09% | 0.17% | Q4 2018 | Q3 2020 | 8 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 8 |
Gardiner Nancy B | 8 | 8 | 0.92% | 1.04% | 1.12% | Q3 2018 | Q2 2020 | 8 |
INTACT INVESTMENT MANAGEMENT INC. | 6 | 2 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q1 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
VSR Financial Services, Inc. | 8 | 8 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.10% | 0.18% | 0.27% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.08% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Peregrine Asset Advisers, Inc. | 8 | 8 | 0.14% | 1.00% | 3.30% | Q3 2018 | Q2 2020 | 8 |
Fayerweather Charles | 8 | 8 | 0.30% | 0.39% | 0.44% | Q4 2015 | Q3 2017 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
GW CAPITAL INC | 8 | 8 | 0.12% | 0.17% | 0.21% | Q1 2014 | Q4 2015 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2013 | Q3 2015 | 8 |
CNB Bank | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 8 |
Hoese & Co LLP | 8 | 8 | 0.06% | 0.10% | 0.15% | Q1 2021 | Q4 2022 | 8 |
Sonen Capital LLC | 8 | 8 | 0.52% | 0.75% | 0.95% | Q4 2021 | Q3 2023 | 8 |
Haverford Financial Services, Inc. | 8 | 8 | 1.32% | 1.79% | 2.21% | Q2 2020 | Q1 2022 | 8 |
Centiva Capital, LP | 3 | 2 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.51% | 0.68% | 1.00% | Q4 2017 | Q3 2019 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 1.34% | 1.67% | 1.97% | Q2 2013 | Q1 2015 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.43% | 0.53% | 0.72% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.03% | 0.24% | 0.48% | Q4 2020 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NovaPoint Capital, LLC | 8 | 8 | 0.84% | 1.22% | 1.41% | Q4 2019 | Q3 2021 | 8 |
United Bank | 8 | 8 | 0.39% | 0.51% | 0.57% | Q2 2020 | Q1 2022 | 8 |
McIlrath & Eck, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 8 |
Israel Discount Bank of New York | 5 | 3 | 0.20% | 0.28% | 0.37% | Q1 2020 | Q1 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Altshuler Shaham Ltd | 8 | 8 | 0.00% | 0.07% | 0.30% | Q4 2017 | Q3 2019 | 8 |
Parametrica Management Ltd | 2 | 1 | 0.15% | 1.06% | 4.29% | Q4 2013 | Q4 2018 | 8 |
AMERICAN CAPITAL MANAGEMENT INC | 6 | 2 | 0.04% | 0.39% | 0.80% | Q4 2015 | Q4 2017 | 8 |
INTRUST BANK NA | 8 | 8 | 0.07% | 0.21% | 0.33% | Q3 2013 | Q2 2015 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2021 | 8 |
Sound Financial Strategies Group, LLC | 5 | 3 | 0.34% | 0.74% | 1.63% | Q4 2019 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.08% | 0.10% | 0.18% | Q4 2020 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Blueprint Investment Partners LLC | 6 | 2 | 0.06% | 0.15% | 0.21% | Q3 2020 | Q2 2023 | 8 |
ACIMA PRIVATE WEALTH, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Wealth Alliance | 8 | 8 | 0.04% | 0.11% | 0.15% | Q1 2020 | Q4 2021 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Xcel Wealth Management, LLC | 8 | 8 | 0.07% | 0.18% | 0.27% | Q2 2020 | Q1 2022 | 8 |
GLG Partners LP | 8 | 8 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q4 2015 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.13% | 0.15% | 0.16% | Q4 2014 | Q3 2016 | 8 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 8 |
Canton Hathaway, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Keudell/Morrison Wealth Management | 4 | 4 | 0.12% | 0.17% | 0.21% | Q1 2019 | Q1 2021 | 8 |
DAVIDSON INVESTMENT ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.08% | 0.13% | 0.20% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q1 2015 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 8 |
Formidable Asset Management, LLC | 7 | 1 | 0.01% | 0.03% | 0.15% | Q3 2014 | Q1 2019 | 8 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.10% | 0.16% | 0.34% | Q2 2013 | Q1 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.33% | 0.51% | 0.73% | Q2 2013 | Q1 2015 | 8 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.06% | 0.18% | Q1 2015 | Q3 2023 | 8 |
1ST SOURCE BANK | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.05% | 0.11% | 0.20% | Q2 2016 | Q4 2017 | 7 |
TT International Asset Management LTD | 5 | 2 | 0.31% | 0.42% | 0.64% | Q1 2020 | Q3 2023 | 7 |
Geller Advisors LLC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2022 | 7 |
CEDAR HILL ASSOCIATES, LLC | 4 | 1 | 0.03% | 0.07% | 0.12% | Q2 2014 | Q2 2018 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.15% | 0.18% | 0.21% | Q2 2013 | Q4 2014 | 7 |
Curi Wealth Management, LLC | 7 | 7 | 0.03% | 0.08% | 0.15% | Q4 2020 | Q2 2022 | 7 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.11% | 0.23% | 0.42% | Q4 2014 | Q2 2020 | 7 |
LBA Wealth Management, LLC | 7 | 7 | 0.25% | 0.32% | 0.36% | Q3 2015 | Q1 2017 | 7 |
United Capital Management of KS, Inc. | 7 | 7 | 0.41% | 0.55% | 0.76% | Q3 2018 | Q1 2020 | 7 |
Concentric Capital Strategies, LP | 4 | 2 | 0.46% | 1.89% | 3.76% | Q1 2022 | Q3 2023 | 7 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Two Creeks Capital Management, LP | 7 | 7 | 0.88% | 4.27% | 6.45% | Q3 2017 | Q1 2019 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
TCF National Bank | 7 | 7 | 0.06% | 0.08% | 0.08% | Q3 2019 | Q1 2021 | 7 |
Alpha Omega Wealth Management LLC | 5 | 2 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q4 2019 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q2 2018 | 7 |
Hilton Capital Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.09% | Q1 2017 | Q3 2019 | 7 |
Skylands Capital, LLC | 7 | 7 | 0.06% | 0.38% | 0.55% | Q2 2013 | Q4 2014 | 7 |
MARVIN & PALMER ASSOCIATES INC | 4 | 3 | 1.36% | 3.04% | 4.16% | Q2 2013 | Q3 2019 | 7 |
WIMMER ASSOCIATES 1, LLC | 6 | 1 | 0.13% | 0.19% | 0.20% | Q1 2016 | Q4 2020 | 7 |
Arabesque Asset Management Ltd | 7 | 7 | 0.30% | 0.73% | 1.02% | Q2 2021 | Q4 2022 | 7 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 3 | 0.00% | 0.32% | 0.64% | Q2 2013 | Q2 2016 | 7 |
TIEMANN INVESTMENT ADVISORS, LLC | 7 | 7 | 0.10% | 0.11% | 0.15% | Q2 2020 | Q4 2021 | 7 |
Cypress Wealth Advisors LLC | 7 | 7 | 0.11% | 0.13% | 0.13% | Q3 2015 | Q1 2017 | 7 |
Decatur Capital Management, Inc. | 7 | 7 | 0.99% | 1.14% | 1.37% | Q2 2019 | Q4 2020 | 7 |
Black Swift Group, LLC | 6 | 1 | 0.01% | 0.12% | 0.21% | Q4 2018 | Q4 2020 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lucia Wealth Services, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 7 |
Tuttle Capital Management, LLC | 2 | 1 | 0.16% | 0.54% | 1.23% | Q3 2017 | Q4 2020 | 7 |
Geo Capital Gestora de Recursos Ltd | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
CHATHAM CAPITAL GROUP, INC. | 7 | 7 | 0.49% | 0.63% | 0.74% | Q2 2020 | Q4 2021 | 7 |
Yarbrough Capital, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2019 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.28% | 0.31% | 0.33% | Q2 2013 | Q4 2014 | 7 |
Menard Financial Group LLC | 6 | 1 | 0.33% | 0.38% | 0.43% | Q4 2019 | Q3 2021 | 7 |
Regency Capital Management Inc.\DE | 6 | 1 | 0.02% | 0.33% | 2.14% | Q1 2021 | Q1 2023 | 7 |
Krilogy Financial LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 7 |
WBH ADVISORY INC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q2 2023 | 7 |
ASSOCIATED BANC-CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2021 | 7 |
Blackhawk Capital Partners LLC. | 7 | 7 | 0.40% | 1.26% | 2.37% | Q1 2022 | Q3 2023 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.00% | 0.04% | 0.22% | Q4 2017 | Q2 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Santa Fe Partners LLC | 6 | 1 | 0.15% | 0.31% | 0.51% | Q2 2013 | Q1 2015 | 7 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 4 | 1 | 0.05% | 0.18% | 0.37% | Q3 2015 | Q3 2023 | 7 |
American Trust | 7 | 7 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q2 2023 | 7 |
Rudd International, Inc. | 7 | 7 | 1.84% | 2.03% | 2.17% | Q4 2018 | Q2 2020 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 7 |
TLP GROUP LLC | 3 | 1 | 0.02% | 0.17% | 0.35% | Q4 2015 | Q3 2018 | 7 |
ELCO Management Co., LLC | 5 | 2 | 0.18% | 0.26% | 0.31% | Q1 2021 | Q3 2023 | 7 |
Waverly Advisors, LLC | 6 | 1 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q4 2015 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.11% | 0.15% | Q2 2015 | Q2 2019 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 0.80% | 1.06% | 1.26% | Q1 2022 | Q3 2023 | 7 |
Midwest Heritage Bank, FSB | 7 | 7 | 0.27% | 0.28% | 0.30% | Q1 2022 | Q3 2023 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.05% | 0.33% | 0.98% | Q4 2019 | Q2 2023 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.75% | 0.82% | 0.92% | Q2 2013 | Q4 2014 | 7 |
Unigestion Holding SA | 4 | 3 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q4 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.07% | 0.15% | Q1 2021 | Q4 2022 | 7 |
Brand Asset Management Group, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 7 |
Landmark Bank | 7 | 7 | 0.32% | 0.84% | 1.02% | Q2 2018 | Q4 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clearstead Trust, LLC | 5 | 2 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 7 |
CGOV Asset Management | 7 | 7 | 2.47% | 2.83% | 3.30% | Q3 2016 | Q1 2018 | 7 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 7 | 7 | 0.05% | 0.11% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Perfromance Wealth Partners, LLC | 4 | 3 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 7 |
CLINTON GROUP INC | 2 | 1 | 0.02% | 0.18% | 0.57% | Q4 2013 | Q3 2017 | 7 |
LifePlan Financial Group, Inc | 6 | 1 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q2 2019 | 7 |
CHOREO, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2021 | 7 |
Summit X, LLC | 4 | 1 | 0.01% | 0.13% | 0.20% | Q2 2017 | Q2 2023 | 7 |
Intersect Capital LLC | 5 | 2 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q4 2021 | 7 |
XXEC, Inc. | 7 | 7 | 1.67% | 2.28% | 3.92% | Q3 2020 | Q1 2022 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q4 2021 | 7 |
Capital International Investors | 7 | 7 | 0.07% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.28% | 0.31% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.10% | 0.74% | 2.17% | Q4 2013 | Q3 2019 | 7 |
RIVERPARK CAPITAL MANAGEMENT LLC | 7 | 7 | 0.46% | 0.51% | 0.54% | Q2 2014 | Q4 2015 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
ROVIN CAPITAL /UT/ /ADV | 7 | 7 | 0.14% | 0.23% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.05% | 0.12% | 0.16% | Q2 2018 | Q1 2020 | 7 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.01% | 0.09% | 0.13% | Q3 2016 | Q3 2018 | 7 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.08% | 0.14% | Q2 2014 | Q1 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Certified Advisory Corp | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Garde Capital, Inc. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 6 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 6 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 6 | 6 | 3.54% | 3.97% | 4.16% | Q2 2013 | Q3 2014 | 6 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
New England Research & Management, Inc. | 5 | 1 | 0.28% | 0.42% | 0.54% | Q1 2020 | Q4 2022 | 6 |
Airain ltd | 3 | 1 | 0.16% | 0.27% | 0.52% | Q4 2014 | Q1 2017 | 6 |
SII INVESTMENTS INC/WI | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2016 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.82% | 0.86% | 0.91% | Q2 2013 | Q3 2014 | 6 |
Alpha Paradigm Partners, LLC | 4 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 6 |
Power Corp of Canada | 5 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.04% | 0.19% | 0.31% | Q4 2020 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
AtonRa Partners | 6 | 6 | 0.32% | 0.82% | 1.38% | Q4 2020 | Q1 2022 | 6 |
StrongBox Wealth, LLC | 6 | 6 | 0.23% | 0.34% | 0.51% | Q1 2020 | Q2 2021 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.00% | 0.07% | 0.26% | Q4 2020 | Q3 2023 | 6 |
Veracity Capital LLC | 5 | 1 | 0.04% | 0.19% | 0.42% | Q4 2019 | Q2 2021 | 6 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Qtron Investments LLC | 3 | 1 | 0.16% | 0.22% | 0.31% | Q1 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.45% | 0.59% | 1.08% | Q2 2013 | Q3 2014 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 1 | 0.00% | 0.04% | 0.05% | Q2 2017 | Q3 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
First PREMIER Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Prana Capital Management, LP | 6 | 6 | 0.03% | 0.13% | 0.32% | Q2 2022 | Q3 2023 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.18% | 0.82% | 1.41% | Q3 2015 | Q4 2016 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Fulcrum Asset Management LLP | 3 | 1 | 0.32% | 0.48% | 0.65% | Q2 2020 | Q1 2022 | 6 |
360 Financial, Inc. | 5 | 1 | 0.11% | 0.12% | 0.17% | Q2 2020 | Q4 2021 | 6 |
FOUNDERS BANK & TRUST | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Farmers & Merchants Trust Co of Long Beach | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q4 2021 | 6 |
Mount Lucas Management LP | 6 | 6 | 0.37% | 0.78% | 1.08% | Q3 2013 | Q4 2014 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2014 | 6 |
MU Investments Co., Ltd. | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2014 | Q3 2015 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.13% | 0.19% | 0.25% | Q3 2019 | Q4 2020 | 6 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2019 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.59% | 1.18% | Q4 2018 | Q3 2023 | 6 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.01% | 0.09% | 0.20% | Q1 2019 | Q4 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 4 | 2 | 1.13% | 2.15% | 3.16% | Q2 2013 | Q1 2015 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.13% | 0.14% | 0.16% | Q4 2017 | Q1 2019 | 6 |
Covea Finance | 6 | 6 | 0.70% | 0.94% | 1.46% | Q3 2022 | Q4 2023 | 6 |
Enterprise Bank & Trust Co | 6 | 6 | 0.41% | 0.44% | 0.49% | Q4 2020 | Q1 2022 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Adams Chetwood Wealth Management LLC | 6 | 6 | 0.18% | 0.26% | 0.29% | Q4 2020 | Q1 2022 | 6 |
CHICAGO EQUITY PARTNERS LLC | 6 | 6 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q1 2020 | 6 |
Czech National Bank | 6 | 6 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q4 2023 | 6 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 6 |
West Branch Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.14% | 0.61% | 1.04% | Q4 2019 | Q4 2022 | 6 |
Jade Capital Advisors, LLC | 4 | 2 | 0.94% | 2.17% | 3.63% | Q2 2021 | Q2 2023 | 6 |
DSM CAPITAL PARTNERS LLC | 6 | 6 | 0.00% | 1.74% | 3.78% | Q2 2013 | Q3 2014 | 6 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 6 |
SEI TRUST CO | 6 | 6 | 0.20% | 0.28% | 0.37% | Q2 2013 | Q3 2014 | 6 |
COMMONS CAPITAL, LLC | 6 | 6 | 0.52% | 0.63% | 0.75% | Q4 2021 | Q1 2023 | 6 |
Weaver C. Barksdale & Associates, Inc. | 6 | 6 | 2.00% | 2.19% | 2.46% | Q2 2013 | Q3 2014 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.08% | 0.16% | Q3 2017 | Q3 2023 | 6 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 6 |
WealthShield Partners, LLC | 4 | 2 | 0.01% | 0.18% | 0.33% | Q1 2019 | Q2 2021 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RAINIER INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.11% | 0.42% | 0.84% | Q2 2013 | Q3 2014 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.53% | 0.60% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.20% | 0.25% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.34% | 0.37% | 0.39% | Q3 2016 | Q4 2017 | 6 |
ADVANCE CAPITAL I INC | 6 | 6 | 0.42% | 0.97% | 1.28% | Q2 2015 | Q3 2016 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Leisure Capital Management | 6 | 6 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q4 2021 | 6 |
Dakota Wealth Management | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Karp Capital Management Corp | 4 | 1 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q4 2018 | 6 |
WBI INVESTMENTS, LLC | 4 | 2 | 0.05% | 0.14% | 0.24% | Q4 2014 | Q4 2017 | 6 |
Moreno Evelyn V | 3 | 1 | 0.05% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 6 |
Financial Engines Advisors L.L.C. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 6 |
ALPHASIMPLEX GROUP, LLC | 4 | 2 | 0.41% | 0.49% | 0.58% | Q1 2019 | Q3 2020 | 6 |
tru Independence LLC | 3 | 3 | 0.00% | 0.07% | 0.16% | Q4 2019 | Q2 2021 | 6 |
LOWE BROCKENBROUGH & CO INC | 4 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2020 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.77% | 0.94% | 1.11% | Q4 2019 | Q1 2021 | 6 |
Kessler Investment Group, LLC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2018 | Q3 2019 | 6 |
MUFG Securities EMEA plc | 2 | 1 | 0.02% | 0.15% | 0.41% | Q4 2017 | Q4 2020 | 6 |
USCA RIA LLC | 6 | 6 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q2 2021 | 6 |
SHAPIRO ROBERT N | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 6 |
BOYS ARNOLD & CO INC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 6 |
GUARDIAN CAPITAL LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Kiwi Wealth Investments Limited Partnership | 4 | 2 | 0.16% | 0.36% | 0.68% | Q2 2019 | Q2 2021 | 6 |
Journey Advisory Group, LLC | 4 | 2 | 0.04% | 0.12% | 0.28% | Q4 2020 | Q3 2023 | 6 |
Jasper Ridge Partners, L.P. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
J. Goldman & Co LP | 2 | 1 | 0.16% | 0.38% | 0.65% | Q1 2014 | Q3 2018 | 6 |
Cambridge Financial Group, Inc. | 6 | 6 | 3.39% | 3.48% | 3.71% | Q2 2013 | Q3 2014 | 6 |
Harbor Group, Inc. | 5 | 1 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q2 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BALASA DINVERNO & FOLTZ LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
MAZAMA CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.11% | 0.29% | Q2 2013 | Q3 2014 | 6 |
ATLAS CAPITAL ADVISORS LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.00% | 0.41% | 0.68% | Q1 2014 | Q1 2015 | 5 |
BHF Kleinwort Benson Group S.A. | 3 | 2 | 0.29% | 0.65% | 1.24% | Q4 2014 | Q1 2016 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.28% | 0.75% | Q4 2016 | Q1 2023 | 5 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 5 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2023 | 5 |
J.Safra Asset Management Corp | 3 | 1 | 0.00% | 0.11% | 0.39% | Q1 2016 | Q3 2022 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.30% | 0.32% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2019 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.03% | 0.26% | 0.98% | Q1 2020 | Q2 2022 | 5 |
Kames Capital Management Ltd | 5 | 5 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Signature Financial Management, Inc. | 4 | 1 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q4 2018 | 5 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 1 | 0.00% | 0.06% | 0.09% | Q3 2013 | Q4 2021 | 5 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.09% | 0.13% | Q2 2019 | Q1 2021 | 5 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.00% | 0.48% | 1.07% | Q2 2013 | Q3 2023 | 5 |
Highmount Capital, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
INTEGRAL DERIVATIVES, LLC | 5 | 5 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q1 2015 | 5 |
Freedom Investment Management, Inc. | 2 | 1 | 0.01% | 0.05% | 0.09% | Q1 2013 | Q1 2019 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.08% | 0.18% | Q4 2020 | Q2 2023 | 5 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.10% | 0.25% | Q1 2017 | Q4 2019 | 5 |
ARGENT TRUST Co | 5 | 5 | 0.07% | 0.09% | 0.10% | Q4 2015 | Q4 2016 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Rikoon Group, LLC | 5 | 5 | 0.22% | 0.33% | 0.37% | Q1 2020 | Q1 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
Apriem Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q4 2015 | 5 |
Loudon Investment Management, LLC | 5 | 5 | 0.20% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Capital World Investors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q2 2014 | 5 |
HWG Holdings LP | 3 | 2 | 0.00% | 0.04% | 0.18% | Q3 2019 | Q4 2023 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.18% | 0.28% | 0.47% | Q4 2014 | Q2 2018 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.28% | 2.25% | 3.43% | Q3 2019 | Q1 2021 | 5 |
Daniel Devine & Co | 5 | 5 | 1.41% | 1.49% | 1.54% | Q1 2015 | Q1 2016 | 5 |
Nicholas Investment Partners, LP | 5 | 5 | 0.14% | 0.19% | 0.26% | Q3 2015 | Q3 2016 | 5 |
American Assets Investment Management, LLC | 5 | 5 | 0.11% | 0.17% | 0.22% | Q2 2013 | Q2 2014 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.24% | 0.48% | Q2 2016 | Q1 2023 | 5 |
Farmers National Bank | 3 | 2 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Integrated Wealth Management | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.16% | 0.17% | 0.17% | Q2 2015 | Q2 2016 | 5 |
Svenska Handelsbanken AB (publ) | 5 | 5 | 0.03% | 0.09% | 0.26% | Q4 2015 | Q4 2016 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.11% | 0.25% | 0.52% | Q2 2020 | Q1 2023 | 5 |
Hamilton Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 5 |
Bridgewater Wealth & Financial Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q3 2016 | 5 |
Sunriver Management LLC | 5 | 5 | 3.57% | 4.89% | 6.82% | Q4 2017 | Q4 2018 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q4 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Enlightenment Research, LLC | 2 | 1 | 0.06% | 0.52% | 1.75% | Q4 2018 | Q3 2021 | 5 |
Cypress Capital Group | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 5 |
CPWM, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2016 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Bogart Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
17 CAPITAL PARTNERS, LLC | 5 | 5 | 1.34% | 1.43% | 1.56% | Q3 2021 | Q3 2022 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.02% | 0.07% | 0.08% | Q4 2017 | Q3 2022 | 5 |
FIDUCIENT ADVISORS LLC | 4 | 1 | 0.08% | 0.12% | 0.25% | Q4 2020 | Q4 2022 | 5 |
Banco de Sabadell, S.A | 2 | 1 | 0.07% | 0.14% | 0.39% | Q4 2018 | Q3 2020 | 5 |
MANA Advisors LLC | 4 | 1 | 0.52% | 1.30% | 2.27% | Q1 2018 | Q3 2019 | 5 |
LFA - Lugano Financial Advisors SA | 4 | 1 | 0.01% | 0.14% | 0.19% | Q3 2018 | Q3 2023 | 5 |
First National Bank of South Miami | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TAP Consulting, LLC | 4 | 1 | 0.00% | 0.60% | 1.17% | Q3 2019 | Q4 2021 | 5 |
Cadence Bank | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Independent Family Office, LLC | 5 | 5 | 0.20% | 0.21% | 0.23% | Q1 2020 | Q1 2021 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.31% | 0.40% | 0.50% | Q3 2019 | Q3 2020 | 5 |
Wilkinson Global Asset Management LLC | 5 | 5 | 0.03% | 1.11% | 1.46% | Q1 2021 | Q1 2022 | 5 |
Magnus Financial Group LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2020 | 5 |
Brendel Financial Advisors LLC | 3 | 1 | 0.05% | 0.55% | 0.76% | Q1 2019 | Q2 2021 | 5 |
Sagefield Capital LP | 5 | 5 | 0.14% | 0.29% | 0.48% | Q2 2022 | Q2 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.19% | 0.29% | Q4 2020 | Q2 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q2 2019 | Q2 2020 | 5 |
PSI Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Appian Way Asset Management LP | 3 | 1 | 0.99% | 3.31% | 7.15% | Q2 2020 | Q2 2023 | 5 |
XML Financial, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.02% | 0.08% | 0.13% | Q4 2019 | Q2 2021 | 5 |
MADDEN SECURITIES Corp | 4 | 1 | 0.00% | 0.25% | 0.36% | Q3 2020 | Q4 2022 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 5 |
Citizens National Bank Trust Department | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
High Note Wealth, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Standard Family Office LLC | 4 | 1 | 0.05% | 0.26% | 0.41% | Q4 2020 | Q3 2022 | 5 |
JACKSON SQUARE CAPITAL, LLC | 4 | 1 | 0.00% | 0.57% | 1.11% | Q4 2019 | Q3 2023 | 5 |
West Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Johnson Bixby & Associates, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
SITTNER & NELSON, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
WCG Wealth Advisors LLC | 4 | 4 | 0.01% | 0.15% | 0.22% | Q2 2022 | Q1 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.01% | 0.04% | 0.12% | Q4 2020 | Q4 2021 | 5 |
EMFO, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
CenterBook Partners LP | 5 | 5 | 0.09% | 0.17% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Topel & Distasi Wealth Management, LLC | 5 | 5 | 0.40% | 0.42% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.66% | 0.84% | 1.37% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
WEST MICHIGAN ADVISORS, LLC | 3 | 2 | 0.11% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 5 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 3 | 2 | 0.10% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.46% | 0.50% | 0.55% | Q3 2022 | Q3 2023 | 5 |
First National Advisers, LLC | 5 | 5 | 0.15% | 0.28% | 0.37% | Q3 2022 | Q3 2023 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.09% | 0.15% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.14% | 0.42% | 0.51% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.25% | 0.28% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.18% | 0.23% | 0.25% | Q4 2022 | Q4 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 5 |
CAPITAL ONE, NATIONAL ASSOCIATION | 4 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.07% | 0.09% | 0.10% | Q4 2013 | Q4 2014 | 5 |
GERMAN AMERICAN BANCORP, INC. | 4 | 1 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2020 | 5 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 5 | 5 | 0.17% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
BAR HARBOR TRUST SERVICES | 3 | 1 | 0.00% | 0.08% | 0.11% | Q4 2019 | Q2 2022 | 5 |
C M BIDWELL & ASSOCIATES LTD | 3 | 2 | 0.10% | 0.13% | 0.16% | Q1 2019 | Q3 2023 | 5 |
CAPITAL ADVISORS INC/OK | 5 | 5 | 0.34% | 0.46% | 0.56% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
OAKBROOK INVESTMENTS LLC | 2 | 1 | 0.10% | 0.19% | 0.29% | Q3 2013 | Q3 2016 | 5 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.06% | 0.15% | Q1 2018 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q4 2017 | 5 |
SHUFRO ROSE & CO LLC | 4 | 1 | 0.02% | 0.21% | 0.30% | Q4 2021 | Q3 2023 | 5 |
KDI CAPITAL PARTNERS LLC | 5 | 5 | 3.13% | 3.57% | 4.27% | Q3 2015 | Q3 2016 | 5 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2017 | 5 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
COLUMBUS POINT LLP | 4 | 4 | 2.83% | 4.27% | 5.88% | Q4 2020 | Q3 2021 | 4 |
FFT WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
Your Advocates Ltd., LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.66% | 0.72% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Trium Capital LLP | 4 | 4 | 0.13% | 1.54% | 2.21% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 4 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2021 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.54% | 0.61% | 0.65% | Q4 2022 | Q3 2023 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.04% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.29% | 0.48% | 0.66% | Q4 2021 | Q3 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IMPACTfolio, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q4 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.55% | 0.64% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 1.54% | 1.63% | 1.69% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Wedmont Private Capital | 3 | 1 | 0.03% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management, ULC | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.59% | 0.78% | 1.01% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.25% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 4 |
Pensionfund Sabic | 3 | 1 | 0.50% | 0.51% | 0.52% | Q1 2015 | Q4 2017 | 4 |
DULCET CAPITAL MANAGEMENT | 4 | 4 | 9.53% | 12.72% | 16.88% | Q4 2015 | Q3 2016 | 4 |
Evolution Advisers, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Visium Asset Management, LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.48% | 0.54% | 0.63% | Q2 2013 | Q1 2014 | 4 |
Gouws Capital LLC | 4 | 4 | 0.64% | 1.43% | 1.81% | Q4 2021 | Q3 2022 | 4 |
Talara Capital Management, LLC | 4 | 4 | 5.54% | 5.80% | 6.27% | Q4 2017 | Q3 2018 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.43% | 0.49% | 0.62% | Q4 2021 | Q3 2022 | 4 |
DENVER INVESTMENT ADVISORS LLC | 3 | 1 | 0.08% | 0.11% | 0.13% | Q3 2013 | Q3 2014 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 0.86% | 1.01% | 1.22% | Q3 2018 | Q2 2019 | 4 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q2 2023 | 4 |
Colony Family Offices, LLC | 4 | 4 | 0.21% | 0.22% | 0.24% | Q2 2022 | Q1 2023 | 4 |
TCG Advisors, LP | 4 | 4 | 0.00% | 0.11% | 0.25% | Q1 2019 | Q4 2019 | 4 |
Empirical Asset Management, LLC | 2 | 2 | 0.18% | 0.31% | 0.64% | Q4 2021 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.02% | 0.07% | 0.20% | Q2 2016 | Q2 2017 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
F&C Asset Management plc | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q1 2014 | 4 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 4 | 4 | 0.65% | 0.89% | 1.06% | Q4 2016 | Q3 2017 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.17% | 0.27% | 0.38% | Q2 2013 | Q1 2014 | 4 |
BARRETT & COMPANY, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.18% | 0.58% | 1.05% | Q2 2013 | Q2 2021 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 0.44% | 0.44% | 0.45% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.24% | 0.46% | 1.10% | Q4 2022 | Q3 2023 | 4 |
PDT Partners, LLC | 1 | 1 | 0.06% | 0.46% | 1.62% | Q2 2013 | Q3 2020 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
TOEWS CORP /ADV | 2 | 1 | 0.10% | 0.42% | 0.70% | Q1 2018 | Q1 2020 | 4 |
Global Financial Private Capital, Inc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2020 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.05% | 0.12% | 0.27% | Q1 2016 | Q3 2022 | 4 |
Asio Capital, LLC | 3 | 1 | 0.10% | 0.12% | 0.16% | Q4 2019 | Q4 2020 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.08% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Angeles Investment Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.08% | 0.21% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.25% | 0.27% | 0.30% | Q4 2019 | Q3 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Corbenic Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 4 |
Fisher Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Winfield Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.96% | 1.01% | 1.05% | Q4 2013 | Q3 2014 | 4 |
Aveo Capital Partners, LLC | 4 | 4 | 0.04% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.11% | 0.18% | Q2 2019 | Q2 2023 | 4 |
WAFRA INC. | 4 | 4 | 0.66% | 0.90% | 1.04% | Q3 2013 | Q2 2014 | 4 |
SIRIOS CAPITAL MANAGEMENT L P | 4 | 4 | 0.04% | 0.14% | 0.28% | Q2 2020 | Q1 2021 | 4 |
AGRAN LIBBIE | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q1 2017 | 4 |
Bellwether Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.14% | Q3 2021 | Q3 2023 | 4 |
Eos Focused Equity Management, L.P. | 4 | 4 | 4.93% | 6.41% | 7.88% | Q1 2020 | Q4 2020 | 4 |
Fortis Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 4 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2019 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.01% | 0.08% | 0.11% | Q4 2014 | Q2 2020 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q1 2020 | 4 |
SVA Wealth Management, LLC | 4 | 4 | 0.45% | 0.53% | 0.57% | Q1 2020 | Q4 2020 | 4 |
Berger Financial Group, Inc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q2 2023 | 4 |
CHEMUNG CANAL TRUST CO | 3 | 1 | 0.73% | 0.79% | 0.84% | Q4 2021 | Q4 2023 | 4 |
Princeton Alpha Management LP | 1 | 1 | 0.09% | 0.28% | 0.42% | Q4 2013 | Q1 2016 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2021 | 4 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.71% | 1.68% | 2.11% | Q1 2015 | Q4 2015 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
WEXFORD CAPITAL LP | 2 | 1 | 0.04% | 0.10% | 0.20% | Q3 2013 | Q3 2022 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 4 |
Krane Funds Advisors LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2020 | 4 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 4 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.14% | 0.38% | 0.76% | Q2 2014 | Q1 2015 | 4 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 4 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 4 | 4 | 1.68% | 1.77% | 1.94% | Q4 2015 | Q3 2016 | 4 |
Junto Capital Management LP | 3 | 1 | 1.39% | 1.76% | 2.43% | Q2 2020 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 2.48% | 2.69% | 2.96% | Q2 2013 | Q1 2014 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 0.44% | 0.47% | 0.50% | Q4 2015 | Q3 2016 | 4 |
Independence Capital Asset Partners, LLC | 4 | 4 | 1.25% | 1.70% | 1.98% | Q2 2013 | Q1 2014 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.38% | 0.47% | 0.56% | Q4 2019 | Q3 2020 | 4 |
First Capital Advisors Group, LLC. | 3 | 1 | 0.01% | 0.10% | 0.14% | Q1 2018 | Q2 2023 | 4 |
MONTAG & CALDWELL, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 4 |
MIDAS MANAGEMENT CORP | 4 | 4 | 0.25% | 0.28% | 0.32% | Q2 2013 | Q1 2014 | 4 |
FIELDPOINT PRIVATE ADVISORS, INC | 4 | 4 | 0.20% | 1.36% | 1.78% | Q2 2016 | Q1 2017 | 4 |
ASSET ADVISORS CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Annapolis Financial Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Country Club Trust Company, n.a. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Ceredex Value Advisors LLC | 2 | 2 | 0.47% | 1.31% | 2.43% | Q2 2020 | Q2 2022 | 4 |
Quaero Capital S.A. | 4 | 4 | 0.24% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.07% | 0.07% | 0.09% | Q4 2018 | Q3 2019 | 4 |
MAVERICK CAPITAL LTD | 4 | 4 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q1 2021 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
ISLAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2020 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q3 2013 | Q2 2014 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.10% | 0.23% | 0.44% | Q3 2015 | Q1 2019 | 4 |
Atlas Brown,Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q4 2021 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
WRAPMANAGER INC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
Newfound Research LLC | 4 | 4 | 0.08% | 0.14% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Disciplina Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
FDO Partners, LLC | 3 | 1 | 0.06% | 0.38% | 0.86% | Q4 2015 | Q2 2017 | 4 |
Laurel Wealth Advisors, Inc. | 3 | 1 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2019 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.33% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 1.13% | 1.15% | 1.18% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.45% | 0.55% | 0.64% | Q4 2022 | Q3 2023 | 4 |
MARSICO CAPITAL MANAGEMENT LLC | 4 | 4 | 0.11% | 0.22% | 0.48% | Q2 2013 | Q1 2014 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.25% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 0.40% | 0.43% | 0.46% | Q4 2022 | Q3 2023 | 4 |
ALPHA WINDWARD LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Gallagher Fiduciary Advisors, LLC | 4 | 4 | 0.63% | 0.80% | 0.93% | Q2 2020 | Q1 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Deuterium Capital Management, LLC | 2 | 2 | 0.26% | 0.53% | 0.79% | Q4 2021 | Q1 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Minneapolis Portfolio Management Group, LLC | 4 | 4 | 0.22% | 0.25% | 0.26% | Q2 2015 | Q1 2016 | 4 |
Handelsinvest Investeringsforvaltning | 4 | 4 | 0.69% | 0.77% | 0.83% | Q4 2015 | Q3 2016 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Covalis Capital LLP | 3 | 3 | 0.34% | 1.42% | 2.42% | Q1 2023 | Q3 2023 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Financial Partners Group, LLC | 3 | 3 | 3.30% | 3.54% | 3.81% | Q1 2023 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 3 |
Concert Wealth Management Inc. | 3 | 3 | 0.03% | 0.03% | 0.05% | Q2 2016 | Q4 2016 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
EverPoint Asset Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2015 | 3 |
Optimal Asset Management, Inc. | 2 | 1 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q4 2020 | 3 |
HERMES INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Truadvice, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Cowen Prime Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
SPHERA FUNDS MANAGEMENT LTD. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q4 2018 | Q2 2019 | 3 |
John W. Brooker & Co., CPAs | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 3 |
Legato Capital Management LLC | 2 | 1 | 0.12% | 0.18% | 0.26% | Q2 2021 | Q1 2023 | 3 |
Sandbar Asset Management LLP | 2 | 1 | 0.85% | 2.64% | 5.81% | Q1 2020 | Q4 2020 | 3 |
Tributary Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 3 |
Hexavest Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.05% | 0.25% | 0.56% | Q4 2022 | Q3 2023 | 3 |
Maryland Capital Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Fernwood Investment Management, LLC | 2 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2021 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.08% | 0.17% | Q2 2016 | Q1 2017 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q4 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Live Oak Private Wealth LLC | 2 | 1 | 0.07% | 0.12% | 0.24% | Q4 2019 | Q4 2021 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.36% | 0.41% | 0.50% | Q2 2019 | Q4 2019 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
NewEdge Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.10% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kapstone Financial Advisors LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.07% | 0.11% | Q2 2014 | Q2 2018 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
TEALWOOD ASSET MANAGEMENT INC | 1 | 1 | 0.10% | 0.20% | 0.41% | Q4 2016 | Q4 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2012 | Q2 2013 | 3 |
Otter Creek Advisors, LLC | 3 | 3 | 1.33% | 1.46% | 1.56% | Q4 2015 | Q2 2016 | 3 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2020 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.06% | 0.12% | 0.16% | Q3 2013 | Q1 2014 | 3 |
Gerstein Fisher | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q4 2015 | 3 |
Mizuho Securities Co. Ltd. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Armbruster Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.03% | 0.11% | 0.16% | Q4 2022 | Q2 2023 | 3 |
V2 Capital, LLC | 3 | 3 | 2.23% | 2.47% | 2.75% | Q3 2014 | Q1 2015 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PEAK FINANCIAL ADVISORS LLC | 3 | 3 | 1.12% | 1.20% | 1.35% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MEMBERS CAPITAL ADVISORS INC | 3 | 3 | 1.06% | 1.41% | 1.94% | Q4 2022 | Q2 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.05% | 0.37% | 1.00% | Q2 2016 | Q3 2022 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Blume Capital Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
GENERAL ELECTRIC CO | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.18% | 0.19% | 0.19% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.24% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Cardinal Point Wealth Management Partners, LLC | 3 | 3 | 0.28% | 0.31% | 0.33% | Q1 2022 | Q3 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
XTX Topco Ltd | 3 | 3 | 0.10% | 0.13% | 0.17% | Q3 2022 | Q1 2023 | 3 |
Cedar Brook Financial Partners, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q3 2019 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
MOSELEY INVESTMENT MANAGEMENT INC | 3 | 3 | 0.34% | 0.36% | 0.38% | Q1 2020 | Q3 2020 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.35% | 0.38% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.11% | 0.20% | 0.26% | Q2 2013 | Q4 2013 | 3 |
Clean Yield Group | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2019 | Q2 2020 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.32% | 0.38% | 0.48% | Q2 2013 | Q4 2013 | 3 |
KARPAS STRATEGIES, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
BlueSpruce Investments, LP | 3 | 3 | 5.73% | 6.34% | 6.77% | Q3 2015 | Q1 2016 | 3 |
Alley Investment Management Company, LLC | 3 | 3 | 0.93% | 0.94% | 0.95% | Q1 2022 | Q3 2022 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.10% | 0.16% | 0.20% | Q4 2020 | Q2 2021 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.06% | 0.10% | 0.14% | Q4 2015 | Q2 2016 | 3 |
Hudock, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 3 |
Claro Advisors LLC | 2 | 1 | 0.02% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 3 |
Cowen Prime Services LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q4 2015 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
MQS Management LLC | 2 | 1 | 0.18% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RobecoSam USA, Inc. | 3 | 3 | 1.52% | 1.79% | 2.02% | Q2 2015 | Q4 2015 | 3 |
Retirement Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Thor Advisors, LLC | 1 | 1 | 0.39% | 0.75% | 1.05% | Q1 2019 | Q1 2020 | 3 |
NICHOLAS COMPANY, INC. | 3 | 3 | 0.01% | 0.15% | 0.22% | Q2 2013 | Q4 2013 | 3 |
IMA Wealth, Inc. | 2 | 1 | 0.01% | 0.04% | 0.12% | Q2 2022 | Q3 2023 | 3 |
KOPP INVESTMENT ADVISORS LLC | 3 | 3 | 0.65% | 0.76% | 0.96% | Q1 2019 | Q3 2019 | 3 |
Brookfield Asset Management | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2023 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q3 2022 | 3 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Wambolt & Associates, LLC | 3 | 3 | 0.19% | 0.27% | 0.31% | Q4 2018 | Q2 2019 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.01% | 0.28% | 0.78% | Q4 2018 | Q2 2021 | 3 |
OMERS ADMINISTRATION Corp | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2019 | Q4 2019 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 1.76% | 1.77% | 1.78% | Q4 2013 | Q2 2014 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Marks Group Wealth Management, Inc | 3 | 3 | 0.84% | 0.89% | 0.94% | Q4 2019 | Q2 2020 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2021 | 3 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q3 2014 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.24% | 0.48% | Q2 2019 | Q2 2021 | 3 |
Artemis Investment Management LLP | 3 | 3 | 0.13% | 0.18% | 0.26% | Q4 2014 | Q2 2015 | 3 |
Franklin, Parlapiano, Turner & Welch, LLC | 3 | 3 | 1.59% | 1.65% | 1.73% | Q4 2012 | Q2 2013 | 3 |
Li Winifred I | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
1776 Wealth LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Riverview Trust Co | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 3 |
BALLAST ADVISORS LLC | 3 | 3 | 0.16% | 0.22% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Donoghue Forlines LLC | 1 | 1 | 0.18% | 0.24% | 0.30% | Q2 2017 | Q2 2019 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.09% | 0.44% | 0.84% | Q1 2020 | Q4 2022 | 3 |
HHM Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Elkhorn Investments, LLC | 3 | 3 | 1.15% | 1.19% | 1.25% | Q2 2017 | Q4 2017 | 3 |
NFJ INVESTMENT GROUP, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
HighTower Trust Company, N.A. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.09% | 0.21% | 0.39% | Q1 2022 | Q1 2023 | 3 |
Running Oak Capital LLC | 3 | 3 | 1.68% | 1.72% | 1.80% | Q4 2019 | Q2 2020 | 3 |
Stifel Trust Company, N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.23% | 0.26% | 0.29% | Q4 2022 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Saratoga Research & Investment Management | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Hutchin Hill Capital, LP | 2 | 1 | 0.04% | 0.49% | 1.31% | Q1 2016 | Q3 2017 | 3 |
Highwater Wealth Management, LLC | 2 | 1 | 0.60% | 0.81% | 0.93% | Q2 2017 | Q3 2019 | 3 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MAPLE SECURITIES USA INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.57% | 0.57% | 0.57% | Q2 2020 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Leeward Financial Partners, LLC | 2 | 2 | 0.87% | 0.93% | 0.98% | Q4 2021 | Q1 2022 | 2 |
Albar Capital Ltd | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Triumph Capital Management | 2 | 2 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Olympiad Research LP | 1 | 1 | 0.17% | 0.17% | 0.18% | Q4 2019 | Q3 2020 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.04% | 0.11% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Scott & Selber, Inc. | 2 | 2 | 0.39% | 0.40% | 0.41% | Q4 2020 | Q1 2021 | 2 |
Nebula Research & Development LLC | 1 | 1 | 0.46% | 0.51% | 0.57% | Q1 2023 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Graypoint LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q2 2021 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.37% | 0.62% | Q4 2020 | Q2 2021 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q1 2020 | Q2 2020 | 2 |
Beacon Financial Advisory LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 2 |
Bornite Capital Management LP | 2 | 2 | 4.51% | 4.81% | 5.11% | Q2 2023 | Q3 2023 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.22% | 0.27% | 0.33% | Q1 2019 | Q2 2019 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 2.27% | 2.29% | 2.32% | Q2 2023 | Q3 2023 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q2 2020 | 2 |
Columbia Trust Co 01012016 | 1 | 1 | 0.16% | 0.17% | 0.18% | Q2 2020 | Q4 2020 | 2 |
CWS Financial Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.16% | 0.16% | 0.18% | Q2 2020 | Q3 2020 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.07% | 0.11% | 0.16% | Q2 2014 | Q3 2014 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q2 2020 | 2 |
Bay Street Capital Partners LLC | 2 | 2 | 14.60% | 24.04% | 33.49% | Q4 2017 | Q1 2018 | 2 |
Davis Capital Management | 2 | 2 | 1.26% | 1.29% | 1.32% | Q1 2020 | Q2 2020 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.14% | 0.38% | 0.61% | Q4 2021 | Q1 2022 | 2 |
WP Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 5.11% | 6.09% | 7.08% | Q4 2018 | Q1 2019 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Berkshire Bank | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2016 | Q1 2017 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Arthur Zaske & Associates, LLC | 1 | 1 | 0.18% | 0.20% | 0.23% | Q2 2017 | Q4 2017 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 2 | 0.15% | 0.32% | 0.49% | Q3 2020 | Q4 2020 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2016 | Q3 2016 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.14% | 0.19% | 0.24% | Q3 2021 | Q1 2022 | 2 |
Bickling Financial Services, Inc. | 1 | 1 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 0.10% | 0.49% | 0.88% | Q1 2020 | Q2 2020 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2022 | Q4 2022 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Robbins Farley | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Garda Capital Partners LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.72% | 1.68% | 2.64% | Q2 2021 | Q4 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Fortress Wealth Group, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.50% | 0.72% | 0.95% | Q1 2023 | Q2 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
P.R. Herzig & Co. Inc. | 2 | 2 | 0.82% | 0.96% | 1.10% | Q3 2015 | Q4 2015 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.46% | 0.48% | 0.50% | Q4 2020 | Q1 2021 | 2 |
AJO, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
AM Squared Ltd | 1 | 1 | 0.09% | 0.24% | 0.39% | Q4 2022 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.17% | 0.19% | 0.20% | Q4 2013 | Q4 2014 | 2 |
US Asset Management LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Governors Lane LP | 2 | 2 | 2.83% | 3.00% | 3.17% | Q2 2023 | Q3 2023 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.13% | 0.16% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.44% | 0.46% | 0.48% | Q1 2023 | Q2 2023 | 2 |
LGT CAPITAL PARTNERS LTD. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2017 | Q2 2017 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
Diversified Portfolios, Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q1 2016 | 2 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Kula Investments, LLC | 2 | 2 | 0.06% | 0.22% | 0.38% | Q4 2022 | Q1 2023 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 2 | 2 | 0.16% | 0.35% | 0.54% | Q1 2019 | Q2 2019 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.16% | 0.24% | 0.32% | Q1 2023 | Q3 2023 | 2 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Lansing Street Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
SOPHROSYNE CAPITAL LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Ako Capital | 2 | 2 | 1.56% | 1.85% | 2.14% | Q3 2017 | Q4 2017 | 2 |
Capital Planning Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.10% | 0.29% | 0.48% | Q1 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First County Bank /CT/ | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.29% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.54% | 0.55% | 0.56% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.12% | 0.22% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q4 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Tradeworx Inc. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2013 | Q1 2014 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
L & S Advisors Inc | 2 | 2 | 1.41% | 1.42% | 1.43% | Q3 2013 | Q4 2013 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
VALINOR MANAGEMENT, L.P. | 2 | 2 | 1.84% | 2.03% | 2.21% | Q2 2013 | Q3 2013 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2013 | Q3 2013 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.01% | 0.25% | 0.49% | Q1 2017 | Q2 2017 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Orca Investment Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2014 | Q3 2014 | 2 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q3 2014 | Q4 2014 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
NEXT CENTURY GROWTH INVESTORS LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q2 2020 | Q3 2020 | 2 |
GLG INC. | 2 | 2 | 0.08% | 0.17% | 0.26% | Q3 2013 | Q4 2013 | 2 |
DAVIDSON TRUST CO | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
STEWART W P & CO LTD | 2 | 2 | 4.86% | 5.08% | 5.30% | Q2 2013 | Q3 2013 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.13% | 0.20% | 0.26% | Q4 2013 | Q1 2014 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
PCJ Investment Counsel Ltd. | 2 | 2 | 0.32% | 0.55% | 0.77% | Q2 2020 | Q3 2020 | 2 |
Bronson Point Management LLC | 1 | 1 | 0.40% | 1.22% | 2.04% | Q4 2016 | Q1 2020 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.07% | 0.22% | 0.36% | Q3 2020 | Q4 2020 | 2 |
Kerrisdale Advisers, LLC | 2 | 2 | 0.91% | 0.92% | 0.93% | Q1 2023 | Q2 2023 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Eventide Asset Management | 2 | 2 | 0.76% | 0.83% | 0.90% | Q3 2020 | Q4 2020 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CQS (US), LLC | 2 | 2 | 0.48% | 0.50% | 0.53% | Q4 2020 | Q1 2021 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.13% | 0.17% | 0.21% | Q4 2013 | Q1 2014 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.24% | 0.32% | 0.40% | Q4 2017 | Q1 2018 | 2 |
CALDWELL & ORKIN INC | 2 | 2 | 1.24% | 1.30% | 1.36% | Q4 2016 | Q1 2017 | 2 |
Wharton Business Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
JS Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 2 |
Signpost Capital Advisors, LP | 2 | 2 | 3.51% | 3.75% | 3.99% | Q3 2015 | Q4 2015 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
FOURPOINTS Investment Managers, S.A.S. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.09% | 0.18% | 0.28% | Q2 2018 | Q4 2019 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2013 | 2 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
VICUS CAPITAL | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FCM INVESTMENTS/TX | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2016 | Q1 2017 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2018 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 2 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 2 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2021 | 2 |
440 INVESTMENT GROUP, LLC | 2 | 2 | 0.34% | 0.34% | 0.35% | Q3 2017 | Q4 2017 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.14% | 0.20% | 0.27% | Q1 2019 | Q2 2019 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.97% | 0.98% | 0.98% | Q1 2021 | Q2 2021 | 2 |
J. W. Coons Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
MONTRUSCO BOLTON INVESTMENTS INC. | 2 | 2 | 0.41% | 0.42% | 0.44% | Q2 2013 | Q3 2013 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.53% | 0.58% | 0.63% | Q4 2018 | Q1 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Wahed Invest LLC | 2 | 2 | 0.31% | 0.35% | 0.39% | Q4 2021 | Q1 2022 | 2 |
Principal Street Partners, LLC | 2 | 2 | 0.11% | 0.14% | 0.17% | Q3 2019 | Q4 2019 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.13% | 0.37% | 0.61% | Q1 2023 | Q2 2023 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2014 | 2 |
DSC Advisors, L.P. | 2 | 2 | 0.09% | 0.16% | 0.22% | Q1 2022 | Q2 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.35% | 0.37% | 0.39% | Q4 2022 | Q1 2023 | 2 |
Oak Thistle LLC | 1 | 1 | 0.24% | 0.49% | 0.74% | Q3 2022 | Q3 2023 | 2 |
Personal Wealth Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Monte Financial Group, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q2 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2021 | 2 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
StoneX Group Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
INVESCO, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | 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 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kampmann Melissa S. | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Passport Capital, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2021 | Q1 2021 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2015 | Q3 2015 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Man Investments Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Blackstone Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Taylor Wealth Management Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
Findlay Park Partners LLP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Harvey Partners, LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2015 | Q3 2015 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
IVC Wealth Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Point View Wealth Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2016 | Q2 2016 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Diversified, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Parkwood LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Jacobsen Capital Management | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2019 | Q2 2019 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Water Asset Management LLC | 1 | 1 | 4.38% | 4.38% | 4.38% | Q1 2016 | Q1 2016 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2020 | Q3 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2014 | Q4 2014 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Astrantus Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2022 | Q1 2022 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Windsor Financial Group, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2013 | Q2 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
swisspartners Ltd. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Platform Technology Partners | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Family Capital Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sepio Capital, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
EMPIRICAL CAPITAL PARTNERS LP | 1 | 1 | 4.75% | 4.75% | 4.75% | Q4 2014 | Q4 2014 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2015 | Q1 2015 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q3 2019 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Meritage Group LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2019 | Q3 2019 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
PLANNING DIRECTIONS INC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2020 | Q1 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
Five Oceans Asset Management LTD | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2010 | Q4 2010 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Gillson Capital LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2023 | Q2 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Annandale Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Omega Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Baring International Investment Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Sio Capital Management, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2016 | Q2 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2017 | Q4 2017 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2020 | Q2 2020 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2023 | Q3 2023 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2023 | Q2 2023 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2020 | Q2 2020 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2019 | Q4 2019 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2020 | Q3 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 6.14% | 6.14% | 6.14% | Q2 2023 | Q2 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Royal Harbor Partners, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2019 | Q4 2019 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
HOLT-SMITH ADVISORS INC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2013 | Q2 2013 | 1 |
Quadrature Capital LLP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2014 | Q4 2014 | 1 |
Parplus Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2017 | Q2 2017 | 1 |
Soros Fund Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Diametric Capital, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2018 | Q1 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Atom Investors LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
S.A.C. GLOBAL INVESTORS, LLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2013 | Q3 2013 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Detalus Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Cobble Hill Financial Services, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
KWMG, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2014 | Q4 2014 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2017 | Q4 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2020 | Q3 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Impax Asset Management (AIFM) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2022 | Q2 2022 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Jump Trading, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cullen Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
INTEGRAL INVESTMENT ADVISORS, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cross Staff Investments Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2015 | Q4 2015 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2023 | Q2 2023 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2015 | Q4 2015 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q1 2023 | Q1 2023 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Versor Investments LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
BEACON FINANCIAL PLANNING, INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2014 | Q3 2014 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPITAL INSIGHT PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bancreek Capital Management, LP | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Exane Asset Management | 1 | 1 | 3.55% | 3.55% | 3.55% | Q2 2016 | Q2 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own ECOLAB INC or have owned ECOLAB INC in the past.