Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.67% | 2.52% | Q2 2013 | Q3 2023 | 122 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.48% | 1.75% | Q2 2013 | Q3 2023 | 111 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 109 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 107 |
Walleye Trading LLC | 40 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 98 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 93 |
Citadel Advisors | 31 | 2 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2023 | 93 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.16% | Q4 2015 | Q3 2023 | 88 |
TORONTO DOMINION BANK | 43 | 43 | 0.02% | 0.80% | 3.22% | Q1 2013 | Q3 2023 | 83 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 1.56% | 4.09% | Q2 2013 | Q3 2023 | 81 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.18% | Q1 2012 | Q3 2023 | 80 |
WOLVERINE TRADING, LLC | 21 | 5 | 0.00% | 0.02% | 0.92% | Q3 2016 | Q3 2023 | 68 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.16% | 0.60% | Q2 2013 | Q3 2023 | 68 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.26% | Q2 2013 | Q3 2023 | 67 |
Twin Tree Management, LP | 23 | 8 | 0.00% | 0.04% | 0.28% | Q2 2015 | Q1 2023 | 66 |
JANE STREET GROUP, LLC | 32 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 64 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 63 |
D. E. Shaw & Co., Inc. | 23 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 62 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 60 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 60 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 59 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 2.23% | 6.80% | Q1 2013 | Q3 2023 | 56 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 53 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 52 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.02% | 0.13% | Q2 2009 | Q3 2023 | 51 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 51 |
HAP Trading, LLC | 16 | 2 | 0.00% | 0.06% | 1.01% | Q1 2016 | Q3 2023 | 51 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.06% | 0.54% | 1.10% | Q2 2013 | Q3 2023 | 51 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.10% | Q1 2012 | Q3 2023 | 50 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.06% | 2.75% | 4.07% | Q2 2013 | Q3 2023 | 50 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.03% | 0.14% | 0.31% | Q4 2011 | Q3 2023 | 48 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.48% | 0.99% | Q3 2013 | Q3 2023 | 48 |
CAPITAL FUND MANAGEMENT S.A. | 19 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 47 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2018 | 44 |
Heronetta Management, L.P. | 44 | 44 | 0.63% | 4.00% | 7.01% | Q4 2012 | Q3 2023 | 44 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 43 | 43 | 0.03% | 0.59% | 1.67% | Q1 2013 | Q3 2023 | 43 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.05% | 0.27% | Q2 2014 | Q3 2023 | 43 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 42 | 42 | 0.12% | 1.55% | 4.02% | Q2 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.12% | 0.59% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 43 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.62% | 0.99% | 1.45% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 0.00% | 0.95% | 2.52% | Q2 2013 | Q3 2023 | 42 |
VIKING FUND MANAGEMENT LLC | 42 | 42 | 0.06% | 1.91% | 3.10% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.00% | 0.13% | 0.76% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.05% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 0.52% | 2.17% | 5.59% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.06% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.05% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 1.02% | 2.32% | 3.93% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.18% | 0.30% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Cumberland Partners Ltd | 21 | 5 | 0.06% | 0.56% | 3.11% | Q4 2012 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 0.02% | 3.20% | 5.02% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.02% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 1.40% | 3.22% | 5.28% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.12% | 1.13% | 2.28% | Q2 2013 | Q4 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.22% | 0.85% | 2.34% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.34% | 1.76% | 3.15% | Q2 2013 | Q3 2023 | 42 |
Partners Group Holding AG | 42 | 42 | 1.41% | 5.02% | 9.15% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 1.31% | 2.06% | 2.95% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.95% | 2.03% | 2.80% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.01% | 0.53% | 1.43% | Q2 2013 | Q3 2023 | 42 |
JCIC Asset Management Inc. | 42 | 42 | 0.10% | 0.61% | 2.92% | Q2 2013 | Q3 2023 | 42 |
DAVIS-REA LTD. | 42 | 42 | 0.96% | 4.60% | 17.05% | Q2 2013 | Q3 2023 | 42 |
Morningstar Investment Services LLC | 42 | 42 | 0.25% | 1.67% | 3.33% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 1.43% | 2.78% | 4.69% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.12% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 42 |
TORRAY INVESTMENT PARTNERS LLC | 42 | 42 | 0.05% | 1.15% | 2.98% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Investments LLC | 19 | 1 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.10% | 0.17% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.36% | 1.06% | 2.14% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 1.59% | 4.50% | 7.41% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.03% | 0.56% | 1.46% | Q2 2013 | Q3 2023 | 42 |
K.J. Harrison & Partners Inc | 42 | 42 | 0.08% | 0.86% | 2.76% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.40% | 2.85% | 4.54% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.51% | 3.67% | 5.62% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Energy Income Partners, LLC | 42 | 42 | 0.07% | 2.12% | 4.81% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 0.41% | 0.64% | 0.83% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.11% | 0.18% | 0.25% | Q2 2012 | Q4 2022 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 0.14% | 0.88% | 2.00% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.07% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 1.50% | 2.09% | 3.25% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.31% | 3.04% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 2.33% | 3.98% | 6.72% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.02% | 0.26% | 1.82% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.21% | 0.27% | 0.32% | Q2 2013 | Q3 2023 | 42 |
JENNISON ASSOCIATES LLC | 22 | 19 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 32 | 9 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Allianz Asset Management GmbH | 26 | 15 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35 | 6 | 0.09% | 0.48% | 0.96% | Q2 2013 | Q3 2023 | 41 |
Capital International Investors | 41 | 41 | 0.01% | 1.11% | 2.38% | Q2 2013 | Q2 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 21 | 20 | 0.00% | 0.10% | 0.35% | Q2 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.02% | 0.07% | 0.39% | Q3 2013 | Q3 2023 | 41 |
ProVise Management Group, LLC | 41 | 41 | 0.23% | 0.78% | 1.41% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 40 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 0.64% | 1.23% | 3.42% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2017 | 41 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 8 | 0.01% | 0.06% | 0.38% | Q2 2013 | Q3 2023 | 41 |
CLEAR STREET MARKETS LLC | 14 | 2 | 0.00% | 0.04% | 0.22% | Q1 2017 | Q1 2023 | 41 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.06% | 0.14% | 0.37% | Q4 2013 | Q3 2023 | 40 |
MILLER HOWARD INVESTMENTS INC /NY | 27 | 5 | 0.01% | 1.02% | 3.27% | Q2 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 36 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
VOYA INVESTMENT MANAGEMENT LLC | 39 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
LPL Financial LLC | 26 | 12 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 40 |
FIL Ltd | 22 | 18 | 0.01% | 0.36% | 2.11% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.01% | 0.12% | 0.31% | Q4 2013 | Q3 2023 | 40 |
Cubist Systematic Strategies, LLC | 21 | 1 | 0.00% | 0.04% | 0.18% | Q3 2014 | Q3 2023 | 39 |
Highlander Capital Management, LLC | 33 | 6 | 0.01% | 0.38% | 0.84% | Q4 2013 | Q3 2023 | 39 |
Private Advisor Group, LLC | 30 | 3 | 0.00% | 0.07% | 0.27% | Q4 2013 | Q3 2023 | 39 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 1.14% | 2.23% | 3.33% | Q1 2014 | Q3 2023 | 39 |
BOKF, NA | 25 | 1 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2022 | 39 |
AGF INVESTMENTS INC. | 38 | 38 | 0.33% | 0.82% | 1.56% | Q2 2013 | Q3 2022 | 38 |
VANGUARD GROUP INC | 35 | 3 | 0.00% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 38 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 38 | 38 | 0.18% | 0.49% | 1.14% | Q3 2013 | Q4 2022 | 38 |
FINANCIAL COUNSELORS INC | 28 | 10 | 0.12% | 0.51% | 0.81% | Q1 2014 | Q3 2023 | 38 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 37 | 37 | 0.05% | 1.45% | 3.36% | Q3 2014 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 37 |
CREDIT AGRICOLE S A | 18 | 2 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 36 |
WHITTIER TRUST CO | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
CHICKASAW CAPITAL MANAGEMENT LLC | 17 | 4 | 0.01% | 0.27% | 1.11% | Q3 2013 | Q3 2023 | 36 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
Korea Investment CORP | 35 | 1 | 0.08% | 0.19% | 0.38% | Q1 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.12% | 0.26% | 0.46% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.00% | 0.15% | 0.29% | Q4 2014 | Q3 2023 | 36 |
Capital Research Global Investors | 34 | 2 | 0.00% | 0.11% | 0.28% | Q4 2013 | Q3 2023 | 36 |
BLAIR WILLIAM & CO/IL | 30 | 6 | 0.01% | 0.06% | 0.28% | Q1 2014 | Q3 2023 | 36 |
CIDEL ASSET MANAGEMENT INC | 36 | 36 | 0.02% | 2.78% | 5.78% | Q4 2014 | Q3 2023 | 36 |
GOFEN & GLOSSBERG LLC /IL/ | 36 | 36 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q4 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Compagnie Lombard Odier SCmA | 19 | 17 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.16% | 0.46% | 0.75% | Q4 2014 | Q3 2023 | 36 |
Catalyst Capital Advisors LLC | 36 | 36 | 0.01% | 0.25% | 0.43% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
AMP Capital Investors Ltd | 36 | 36 | 0.33% | 0.94% | 2.85% | Q2 2013 | Q1 2022 | 36 |
Cetera Advisors LLC | 27 | 9 | 0.01% | 0.08% | 0.30% | Q2 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2022 | 36 |
Archford Capital Strategies, LLC | 22 | 1 | 0.00% | 0.16% | 0.51% | Q1 2014 | Q3 2023 | 36 |
Plante Moran Financial Advisors, LLC | 28 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 35 |
JOHNSON INVESTMENT COUNSEL INC | 27 | 3 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 35 |
PCJ Investment Counsel Ltd. | 29 | 6 | 1.28% | 3.54% | 6.66% | Q2 2013 | Q3 2023 | 35 |
CIBC Private Wealth Group, LLC | 27 | 8 | 0.00% | 0.07% | 0.29% | Q1 2014 | Q3 2023 | 35 |
BESSEMER GROUP INC | 28 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 35 |
SVB WEALTH LLC | 28 | 7 | 0.00% | 0.07% | 0.26% | Q4 2014 | Q3 2023 | 35 |
SCOUT INVESTMENTS, INC. | 35 | 35 | 0.17% | 0.65% | 1.93% | Q2 2013 | Q4 2021 | 35 |
Brookfield Asset Management | 14 | 1 | 0.00% | 0.53% | 2.00% | Q2 2013 | Q3 2023 | 35 |
Coastline Trust Co | 35 | 35 | 0.04% | 0.10% | 0.20% | Q4 2014 | Q2 2023 | 35 |
BLUESTEIN R H & CO LLC | 27 | 7 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2022 | 34 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 12 | 1 | 1.07% | 4.05% | 23.51% | Q3 2006 | Q3 2021 | 34 |
Renaissance Technologies | 11 | 2 | 0.01% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.06% | 0.15% | Q2 2015 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
SG Americas Securities, LLC | 27 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 34 |
D.A. DAVIDSON & CO. | 33 | 1 | 0.00% | 0.08% | 0.18% | Q4 2013 | Q3 2023 | 34 |
FDx Advisors, Inc. | 27 | 7 | 0.01% | 0.08% | 0.30% | Q3 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 34 |
St. James Investment Company, LLC | 29 | 5 | 0.05% | 5.48% | 8.52% | Q3 2013 | Q3 2023 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 0.43% | 1.36% | 2.29% | Q2 2015 | Q3 2023 | 34 |
Texas Yale Capital Corp. | 27 | 3 | 0.02% | 0.32% | 0.72% | Q1 2015 | Q3 2023 | 33 |
WOLVERINE ASSET MANAGEMENT LLC | 19 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 33 |
Polar Asset Management Partners Inc. | 12 | 1 | 0.01% | 0.16% | 0.77% | Q1 2014 | Q3 2023 | 33 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 5 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2022 | 33 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.18% | Q4 2015 | Q3 2023 | 33 |
FARMERS & MERCHANTS INVESTMENTS INC | 27 | 1 | 0.00% | 0.52% | 1.10% | Q2 2013 | Q3 2023 | 33 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 33 |
Blue Fin Capital, Inc. | 27 | 6 | 0.07% | 0.76% | 1.43% | Q4 2013 | Q3 2023 | 33 |
OPPENHEIMER & CO INC | 31 | 2 | 0.01% | 0.22% | 0.34% | Q2 2013 | Q3 2023 | 33 |
Hudock, Inc. | 31 | 2 | 0.00% | 0.05% | 0.14% | Q4 2013 | Q3 2022 | 33 |
HighTower Advisors, LLC | 31 | 2 | 0.00% | 0.06% | 0.15% | Q3 2013 | Q3 2023 | 33 |
CENTRAL TRUST Co | 27 | 5 | 0.00% | 0.09% | 0.16% | Q3 2015 | Q3 2023 | 32 |
STEPHENS INC /AR/ | 27 | 5 | 0.01% | 0.09% | 0.19% | Q1 2014 | Q3 2023 | 32 |
DUNCKER STREETT & CO INC | 32 | 32 | 0.01% | 0.17% | 0.56% | Q4 2015 | Q3 2023 | 32 |
FIRST TRUST ADVISORS LP | 19 | 1 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q3 2023 | 32 |
Cardinal Capital Management, Inc. | 31 | 1 | 0.01% | 4.43% | 5.83% | Q3 2015 | Q3 2023 | 32 |
Shelter Mutual Insurance Co | 32 | 32 | 0.71% | 1.17% | 1.66% | Q2 2013 | Q1 2021 | 32 |
Community Bank, N.A. | 32 | 32 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Patten Group, Inc. | 17 | 15 | 0.00% | 0.10% | 0.22% | Q2 2015 | Q3 2023 | 32 |
Evercore Wealth Management, LLC | 22 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 32 |
Lombard Odier Asset Management (Switzerland) SA | 27 | 1 | 0.02% | 0.06% | 0.18% | Q2 2014 | Q3 2023 | 32 |
APG Asset Management N.V. | 32 | 32 | 0.02% | 0.14% | 0.24% | Q2 2013 | Q1 2021 | 32 |
SHEPHERD KAPLAN KROCHUK, LLC | 19 | 13 | 0.02% | 0.21% | 0.69% | Q2 2014 | Q3 2022 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 31 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q2 2022 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 25 | 1 | 0.00% | 0.08% | 0.19% | Q3 2014 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q4 2020 | 31 |
Canal Insurance CO | 27 | 27 | 0.00% | 0.83% | 1.15% | Q1 2017 | Q3 2023 | 31 |
Estabrook Capital Management | 27 | 4 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 31 |
EAGLE GLOBAL ADVISORS LLC | 27 | 4 | 0.06% | 1.21% | 3.43% | Q1 2014 | Q3 2023 | 31 |
NOMURA ASSET MANAGEMENT CO LTD | 31 | 31 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 31 |
ATWOOD & PALMER INC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2021 | 31 |
BEACH INVESTMENT COUNSEL INC/PA | 14 | 3 | 0.02% | 0.21% | 0.92% | Q4 2013 | Q3 2023 | 31 |
BEACON FINANCIAL GROUP | 27 | 4 | 0.68% | 1.33% | 1.90% | Q4 2013 | Q3 2023 | 31 |
WESTWOOD HOLDINGS GROUP INC | 29 | 1 | 0.01% | 0.18% | 1.38% | Q3 2015 | Q3 2023 | 30 |
Capital International, Inc./CA/ | 30 | 30 | 0.01% | 0.88% | 1.66% | Q3 2013 | Q4 2020 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 27 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 30 |
BROWN BROTHERS HARRIMAN & CO | 27 | 1 | 0.00% | 0.02% | 0.18% | Q1 2014 | Q3 2023 | 30 |
STATE STREET CORP | 27 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 30 |
Sheaff Brock Investment Advisors, LLC | 27 | 3 | 0.03% | 0.06% | 0.13% | Q4 2015 | Q3 2023 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 27 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 30 |
Voya Financial Advisors, Inc. | 30 | 30 | 0.03% | 0.36% | 0.64% | Q2 2016 | Q3 2023 | 30 |
Hexavest Inc. | 30 | 30 | 0.02% | 0.25% | 0.62% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2020 | 30 |
MUFG Americas Holdings Corp | 23 | 1 | 0.00% | 0.01% | 0.04% | Q3 2012 | Q3 2022 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.18% | 0.30% | 0.43% | Q2 2016 | Q3 2023 | 30 |
Capital International Sarl | 30 | 30 | 0.08% | 1.15% | 2.03% | Q3 2013 | Q4 2020 | 30 |
PINNACLE FINANCIAL PARTNERS INC | 27 | 3 | 0.02% | 0.11% | 0.31% | Q1 2016 | Q3 2023 | 30 |
SL ADVISORS, LLC | 30 | 30 | 1.99% | 4.50% | 5.89% | Q2 2016 | Q3 2023 | 30 |
D'Orazio & Associates, Inc. | 19 | 10 | 0.00% | 0.12% | 0.72% | Q4 2013 | Q3 2021 | 29 |
Checchi Capital Advisers, LLC | 27 | 2 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 29 |
VALLEY NATIONAL ADVISERS INC | 29 | 29 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
Anchor Investment Management, LLC | 29 | 29 | 0.00% | 0.96% | 1.44% | Q4 2016 | Q4 2023 | 29 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 2 | 0.01% | 0.75% | 1.05% | Q4 2013 | Q3 2023 | 29 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2021 | 29 |
MASSMUTUAL TRUST CO FSB/ADV | 28 | 1 | 0.00% | 0.20% | 0.26% | Q2 2016 | Q4 2023 | 29 |
ClearBridge Investments Ltd | 29 | 29 | 1.20% | 9.92% | 19.87% | Q3 2016 | Q3 2023 | 29 |
Sandy Spring Bank | 27 | 2 | 0.00% | 0.15% | 0.31% | Q1 2014 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 15 | 14 | 0.01% | 0.05% | 0.15% | Q2 2014 | Q4 2021 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.08% | 0.23% | Q4 2013 | Q4 2020 | 29 |
OMERS ADMINISTRATION Corp | 23 | 6 | 0.02% | 3.47% | 5.72% | Q3 2015 | Q4 2022 | 29 |
Baskin Financial Services Inc. | 17 | 12 | 0.02% | 0.06% | 0.14% | Q1 2014 | Q3 2023 | 29 |
TDAM USA INC. | 20 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q4 2021 | 28 |
Moors & Cabot, Inc. | 27 | 27 | 0.00% | 0.41% | 0.64% | Q1 2017 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q1 2020 | 28 |
Advisors Asset Management, Inc. | 28 | 28 | 0.00% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 28 |
NEVILLE RODIE & SHAW INC | 28 | 28 | 0.05% | 0.07% | 0.11% | Q1 2017 | Q4 2023 | 28 |
TRUST CO OF TOLEDO NA /OH/ | 28 | 28 | 0.11% | 0.21% | 0.33% | Q1 2017 | Q4 2023 | 28 |
Montecito Bank & Trust | 28 | 28 | 0.08% | 0.31% | 0.62% | Q1 2017 | Q4 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.08% | 0.28% | Q1 2016 | Q4 2022 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.13% | 0.81% | Q4 2016 | Q3 2023 | 28 |
MONTRUSCO BOLTON INVESTMENTS INC. | 20 | 8 | 0.04% | 1.78% | 3.48% | Q2 2013 | Q3 2023 | 28 |
MOTCO | 27 | 1 | 0.00% | 0.25% | 0.38% | Q3 2016 | Q3 2023 | 28 |
WOODSTOCK CORP | 28 | 28 | 0.24% | 0.39% | 0.70% | Q1 2017 | Q4 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.08% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 28 | 28 | 0.00% | 0.03% | 0.20% | Q4 2016 | Q3 2023 | 28 |
PRIVATE TRUST CO NA | 14 | 3 | 0.00% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.12% | 0.52% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Atria Investments, Inc | 27 | 1 | 0.02% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.07% | 0.28% | 0.47% | Q4 2016 | Q3 2023 | 28 |
Premier Fund Managers Ltd | 14 | 14 | 0.20% | 1.39% | 3.52% | Q3 2016 | Q3 2023 | 28 |
CAPITAL INTERNATIONAL LTD /CA/ | 28 | 28 | 0.38% | 1.71% | 3.54% | Q3 2013 | Q2 2020 | 28 |
Triangle Securities Wealth Management | 27 | 1 | 0.01% | 0.98% | 1.59% | Q2 2013 | Q3 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Versant Capital Management, Inc | 28 | 28 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2023 | 28 |
Kistler-Tiffany Companies, LLC | 26 | 2 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q2 2023 | 28 |
Cetera Advisor Networks LLC | 27 | 1 | 0.02% | 0.09% | 0.16% | Q1 2014 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2020 | 28 |
RAYMOND JAMES TRUST N.A. | 27 | 27 | 0.06% | 0.09% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Patriot Financial Group Insurance Agency, LLC | 27 | 27 | 0.05% | 0.17% | 0.38% | Q1 2017 | Q3 2023 | 27 |
Radnor Capital Management, LLC | 27 | 27 | 0.42% | 0.78% | 1.89% | Q1 2017 | Q3 2023 | 27 |
Independent Advisor Alliance | 27 | 27 | 0.12% | 0.39% | 0.68% | Q1 2017 | Q3 2023 | 27 |
Moloney Securities Asset Management, LLC | 27 | 27 | 0.06% | 0.12% | 0.27% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 27 | 27 | 0.14% | 0.44% | 0.76% | Q1 2017 | Q3 2023 | 27 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 27 | 27 | 0.52% | 0.70% | 0.86% | Q1 2017 | Q3 2023 | 27 |
PATTEN & PATTEN INC/TN | 27 | 27 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
MITCHELL SINKLER & STARR/PA | 27 | 27 | 0.09% | 0.36% | 1.03% | Q1 2017 | Q3 2023 | 27 |
ADIRONDACK TRUST CO | 27 | 27 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 27 |
JACOBS & CO/CA | 27 | 27 | 0.92% | 1.18% | 1.54% | Q1 2017 | Q3 2023 | 27 |
HM PAYSON & CO | 27 | 27 | 0.01% | 0.14% | 0.66% | Q1 2017 | Q3 2023 | 27 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 27 | 27 | 0.06% | 0.19% | 0.59% | Q1 2017 | Q3 2023 | 27 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 27 | 27 | 0.75% | 0.91% | 1.10% | Q1 2017 | Q3 2023 | 27 |
BECK MACK & OLIVER LLC | 27 | 27 | 0.33% | 0.55% | 0.89% | Q1 2017 | Q3 2023 | 27 |
LCNB CORP | 27 | 27 | 0.36% | 0.64% | 0.97% | Q1 2017 | Q3 2023 | 27 |
TRUIST FINANCIAL CORP | 27 | 27 | 0.09% | 0.23% | 0.55% | Q1 2017 | Q3 2023 | 27 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 27 | 27 | 0.15% | 0.28% | 0.63% | Q1 2017 | Q3 2023 | 27 |
SCHULHOFF & CO INC | 27 | 27 | 0.12% | 0.15% | 0.21% | Q1 2017 | Q3 2023 | 27 |
GABELLI FUNDS LLC | 27 | 27 | 0.15% | 0.21% | 0.26% | Q1 2017 | Q3 2023 | 27 |
OLD SECOND NATIONAL BANK OF AURORA | 27 | 27 | 0.51% | 0.67% | 0.86% | Q1 2017 | Q3 2023 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
MOODY NATIONAL BANK TRUST DIVISION | 27 | 27 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
CAPITAL CITY TRUST CO/FL | 27 | 27 | 0.24% | 0.35% | 0.44% | Q1 2017 | Q3 2023 | 27 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 27 | 27 | 2.31% | 2.73% | 3.25% | Q1 2017 | Q3 2023 | 27 |
EARNEST PARTNERS LLC | 27 | 27 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
KCM INVESTMENT ADVISORS LLC | 27 | 27 | 0.01% | 0.06% | 0.28% | Q1 2017 | Q3 2023 | 27 |
KARPAS STRATEGIES, LLC | 27 | 27 | 0.14% | 0.84% | 1.24% | Q1 2017 | Q3 2023 | 27 |
DAVENPORT & Co LLC | 27 | 27 | 0.13% | 0.55% | 0.69% | Q1 2017 | Q3 2023 | 27 |
BOURNE LENT ASSET MANAGEMENT INC | 27 | 27 | 0.72% | 1.05% | 1.41% | Q1 2017 | Q3 2023 | 27 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 27 | 27 | 0.09% | 0.16% | 0.34% | Q1 2017 | Q3 2023 | 27 |
TRUST CO OF VERMONT | 27 | 27 | 0.68% | 1.06% | 1.30% | Q1 2017 | Q3 2023 | 27 |
HYMAN CHARLES D | 27 | 27 | 0.23% | 0.44% | 0.86% | Q1 2017 | Q3 2023 | 27 |
WEDBUSH SECURITIES INC | 27 | 27 | 0.07% | 0.11% | 0.16% | Q1 2017 | Q3 2023 | 27 |
RATIONAL ADVISORS LLC | 9 | 1 | 0.00% | 0.06% | 0.20% | Q1 2009 | Q3 2023 | 27 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 27 | 27 | 0.03% | 0.46% | 3.06% | Q1 2017 | Q3 2023 | 27 |
SEGALL BRYANT & HAMILL, LLC | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
HOLDERNESS INVESTMENTS CO | 27 | 27 | 0.31% | 0.39% | 0.51% | Q1 2017 | Q3 2023 | 27 |
DELTA ASSET MANAGEMENT LLC/TN | 27 | 27 | 0.96% | 1.58% | 2.33% | Q1 2017 | Q3 2023 | 27 |
WHITTIER TRUST CO OF NEVADA INC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.08% | 0.23% | Q1 2017 | Q3 2023 | 27 |
ADVISORS MANAGEMENT GROUP INC /ADV | 27 | 27 | 1.95% | 2.44% | 3.00% | Q1 2017 | Q3 2023 | 27 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 27 | 27 | 0.13% | 0.21% | 0.38% | Q1 2017 | Q3 2023 | 27 |
JANUS HENDERSON GROUP PLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
TOWER BRIDGE ADVISORS | 27 | 27 | 0.23% | 0.54% | 1.34% | Q1 2017 | Q3 2023 | 27 |
CINCINNATI INSURANCE CO | 27 | 27 | 1.08% | 1.58% | 2.19% | Q1 2017 | Q3 2023 | 27 |
CINCINNATI INDEMNITY CO | 27 | 27 | 4.24% | 5.73% | 8.43% | Q1 2017 | Q3 2023 | 27 |
CINCINNATI CASUALTY CO | 27 | 27 | 6.49% | 8.37% | 11.75% | Q1 2017 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
REGIONS FINANCIAL CORP | 27 | 27 | 0.02% | 0.05% | 0.22% | Q1 2017 | Q3 2023 | 27 |
GAMCO INVESTORS, INC. ET AL | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
America First Investment Advisors, LLC | 27 | 27 | 3.78% | 4.68% | 5.61% | Q1 2017 | Q3 2023 | 27 |
Linscomb & Williams, Inc. | 27 | 27 | 0.02% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 27 |
TSP Capital Management Group, LLC | 27 | 27 | 0.53% | 1.42% | 2.54% | Q1 2017 | Q3 2023 | 27 |
FARMERS TRUST CO | 27 | 27 | 0.06% | 0.12% | 0.30% | Q1 2017 | Q3 2023 | 27 |
Argyle Capital Management Inc. | 27 | 27 | 1.11% | 1.28% | 1.63% | Q1 2017 | Q3 2023 | 27 |
BAILARD, INC. | 27 | 27 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Bragg Financial Advisors, Inc | 27 | 27 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 27 | 27 | 0.69% | 1.22% | 1.77% | Q1 2017 | Q3 2023 | 27 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 25 | 25 | 0.04% | 2.64% | 4.99% | Q3 2017 | Q3 2023 | 27 |
PINNACLE ASSOCIATES LTD | 27 | 27 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q3 2023 | 27 |
FIRST MANHATTAN CO. LLC. | 27 | 27 | 0.03% | 0.23% | 0.48% | Q1 2017 | Q3 2023 | 27 |
Hartford Financial Management Inc. | 27 | 27 | 0.41% | 0.62% | 1.08% | Q1 2017 | Q3 2023 | 27 |
Bangor Savings Bank | 27 | 27 | 0.22% | 0.32% | 0.47% | Q1 2017 | Q3 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
MEYER HANDELMAN CO | 27 | 27 | 0.23% | 0.30% | 0.34% | Q1 2017 | Q3 2023 | 27 |
CULLEN/FROST BANKERS, INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Aull & Monroe Investment Management Corp | 27 | 27 | 0.39% | 0.49% | 0.67% | Q1 2017 | Q3 2023 | 27 |
1ST SOURCE BANK | 27 | 27 | 0.05% | 0.09% | 0.18% | Q1 2017 | Q3 2023 | 27 |
BLB&B Advisors, LLC | 27 | 27 | 0.06% | 0.30% | 0.79% | Q1 2017 | Q3 2023 | 27 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 27 | 27 | 0.07% | 0.13% | 0.36% | Q1 2017 | Q3 2023 | 27 |
Guinness Asset Management LTD | 27 | 27 | 0.23% | 1.13% | 2.65% | Q1 2017 | Q3 2023 | 27 |
Guinness Atkinson Asset Management Inc | 27 | 27 | 0.15% | 0.43% | 1.00% | Q1 2017 | Q3 2023 | 27 |
CINCINNATI FINANCIAL CORP | 27 | 27 | 0.15% | 0.33% | 0.60% | Q1 2017 | Q3 2023 | 27 |
Fruth Investment Management | 27 | 27 | 0.26% | 0.34% | 0.44% | Q1 2017 | Q3 2023 | 27 |
SMITH, MOORE & CO. | 27 | 27 | 0.09% | 0.16% | 0.20% | Q1 2017 | Q3 2023 | 27 |
Cincinnati Specialty Underwriters Insurance CO | 27 | 27 | 3.67% | 7.37% | 10.68% | Q1 2017 | Q3 2023 | 27 |
Sutton Wealth Advisors Inc. | 27 | 27 | 0.00% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Busey Bank | 27 | 27 | 0.02% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Mechanics Bank Trust Department | 27 | 27 | 0.51% | 0.74% | 1.18% | Q1 2017 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Sigma Planning Corp | 27 | 27 | 0.04% | 0.08% | 0.13% | Q1 2017 | Q3 2023 | 27 |
FRANKLIN STREET ADVISORS INC /NC | 27 | 27 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Asset Dedication, LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Johnson Financial Group, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
UNITED FIRE GROUP INC | 27 | 27 | 0.82% | 1.41% | 4.72% | Q1 2017 | Q3 2023 | 27 |
Smith, Salley & Associates | 27 | 27 | 0.28% | 0.48% | 0.74% | Q1 2017 | Q3 2023 | 27 |
TCTC Holdings, LLC | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Highstreet Asset Management Inc. | 27 | 27 | 0.83% | 3.44% | 5.85% | Q2 2013 | Q4 2019 | 27 |
DONALDSON CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.04% | 1.14% | 2.67% | Q1 2017 | Q3 2023 | 27 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Goelzer Investment Management, Inc. | 27 | 27 | 0.54% | 0.87% | 1.40% | Q1 2017 | Q3 2023 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Bollard Group LLC | 27 | 27 | 0.10% | 0.72% | 1.23% | Q1 2017 | Q3 2023 | 27 |
Thomasville National Bank | 27 | 27 | 1.72% | 2.40% | 2.94% | Q1 2017 | Q3 2023 | 27 |
Chicago Partners Investment Group LLC | 27 | 27 | 0.12% | 0.26% | 0.47% | Q1 2017 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.01% | 0.10% | 0.40% | Q1 2017 | Q3 2023 | 27 |
Telos Capital Management, Inc. | 27 | 27 | 0.28% | 0.64% | 1.11% | Q1 2017 | Q3 2023 | 27 |
Colonial Trust Advisors | 27 | 27 | 0.10% | 0.18% | 0.33% | Q1 2017 | Q3 2023 | 27 |
Financial Management Professionals, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Murphy Pohlad Asset Management LLC | 27 | 27 | 0.10% | 0.22% | 0.43% | Q1 2017 | Q3 2023 | 27 |
Camelot Portfolios, LLC | 27 | 27 | 0.16% | 0.66% | 1.52% | Q1 2017 | Q3 2023 | 27 |
Segment Wealth Management, LLC | 27 | 27 | 0.05% | 0.08% | 0.18% | Q1 2017 | Q3 2023 | 27 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
First Horizon Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
M. Kraus & Co | 27 | 27 | 1.23% | 2.05% | 3.43% | Q1 2017 | Q3 2023 | 27 |
Loudon Investment Management, LLC | 27 | 27 | 0.17% | 0.23% | 0.31% | Q1 2017 | Q3 2023 | 27 |
Cranbrook Wealth Management, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Brookstone Capital Management | 27 | 27 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Stonebridge Capital Advisors LLC | 27 | 27 | 0.09% | 0.32% | 0.48% | Q1 2017 | Q3 2023 | 27 |
Stratos Wealth Partners, LTD. | 27 | 27 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Bray Capital Advisors | 27 | 27 | 0.07% | 0.34% | 1.63% | Q1 2017 | Q3 2023 | 27 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 27 | 27 | 0.21% | 0.43% | 0.82% | Q1 2017 | Q3 2023 | 27 |
Trust Co | 27 | 27 | 0.00% | 0.04% | 0.15% | Q1 2017 | Q3 2023 | 27 |
PARSONS CAPITAL MANAGEMENT INC/RI | 27 | 27 | 0.14% | 0.24% | 0.34% | Q1 2017 | Q3 2023 | 27 |
NewEdge Advisors, LLC | 27 | 27 | 0.03% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 27 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Jackson, Grant Investment Advisers, Inc. | 27 | 27 | 0.02% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Smithfield Trust Co | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
First PREMIER Bank | 27 | 27 | 0.18% | 0.49% | 1.34% | Q1 2017 | Q3 2023 | 27 |
HOME FEDERAL BANK OF TENNESSEE | 27 | 27 | 0.65% | 0.95% | 1.49% | Q1 2017 | Q3 2023 | 27 |
Alpha Omega Wealth Management LLC | 27 | 27 | 0.07% | 0.73% | 1.46% | Q1 2017 | Q3 2023 | 27 |
Simmons Bank | 27 | 27 | 0.07% | 0.09% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Nicholas Hoffman & Company, LLC. | 27 | 27 | 0.01% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 27 |
JT Stratford LLC | 27 | 27 | 0.07% | 0.22% | 0.42% | Q1 2017 | Q3 2023 | 27 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 18 | 18 | 0.00% | 1.77% | 3.23% | Q2 2019 | Q3 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.17% | 0.33% | 0.75% | Q2 2017 | Q3 2023 | 26 |
THRIVENT FINANCIAL FOR LUTHERANS | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
JFS WEALTH ADVISORS, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
M&R CAPITAL MANAGEMENT INC | 15 | 11 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q4 2023 | 26 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 26 | 26 | 0.06% | 0.17% | 0.23% | Q1 2017 | Q2 2023 | 26 |
Sequoia Financial Advisors, LLC | 18 | 8 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Capital Investment Counsel, Inc | 20 | 6 | 0.04% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 26 |
STOCK YARDS BANK & TRUST CO | 14 | 12 | 0.01% | 0.05% | 0.15% | Q1 2017 | Q3 2023 | 26 |
First Command Bank | 26 | 26 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2023 | 26 |
FEDERATED HERMES, INC. | 26 | 26 | 0.02% | 0.20% | 0.55% | Q2 2017 | Q3 2023 | 26 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 2 | 0.00% | 0.63% | 2.05% | Q2 2013 | Q1 2022 | 26 |
WESBANCO BANK INC | 15 | 11 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.10% | 0.13% | 0.18% | Q3 2016 | Q3 2023 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 2.90% | 4.20% | 5.43% | Q2 2013 | Q3 2019 | 26 |
Global Retirement Partners, LLC | 19 | 7 | 0.05% | 0.11% | 0.15% | Q1 2017 | Q3 2023 | 26 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 13 | 0.57% | 0.84% | 1.43% | Q1 2017 | Q3 2023 | 26 |
D L CARLSON INVESTMENT GROUP INC | 26 | 26 | 0.04% | 0.25% | 0.83% | Q1 2017 | Q2 2023 | 26 |
Focused Wealth Management, Inc | 16 | 10 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
SALEM INVESTMENT COUNSELORS INC | 26 | 26 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Intercontinental Wealth Advisors, LLC | 26 | 26 | 0.16% | 0.62% | 2.03% | Q1 2017 | Q2 2023 | 26 |
Scheer, Rowlett & Associates Investment Management Ltd. | 26 | 26 | 1.15% | 2.79% | 3.69% | Q2 2017 | Q3 2023 | 26 |
First Command Financial Services, Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 26 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 26 |
Veritable, L.P. | 26 | 26 | 0.01% | 0.06% | 0.14% | Q1 2017 | Q2 2023 | 26 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 12 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 26 |
GRIFFIN ASSET MANAGEMENT, INC. | 26 | 26 | 0.29% | 0.45% | 0.61% | Q2 2017 | Q3 2023 | 26 |
Mn Services Vermogensbeheer B.V. | 15 | 1 | 0.13% | 0.22% | 0.44% | Q1 2016 | Q3 2023 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.75% | 7.56% | 8.99% | Q2 2015 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.12% | 0.28% | Q2 2017 | Q3 2023 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 6 | 0.00% | 0.05% | 1.27% | Q4 2013 | Q4 2021 | 26 |
DILLON & ASSOCIATES INC | 26 | 26 | 0.08% | 0.85% | 1.60% | Q3 2013 | Q4 2019 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25 | 1 | 0.00% | 0.01% | 0.10% | Q1 2017 | Q3 2023 | 26 |
SVA Wealth Management, LLC | 25 | 25 | 0.04% | 0.36% | 1.23% | Q4 2013 | Q4 2019 | 25 |
State of Tennessee, Treasury Department | 23 | 2 | 0.15% | 0.24% | 0.35% | Q4 2014 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.02% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
CWM, LLC | 13 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 25 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 3 | 0.01% | 1.73% | 7.67% | Q3 2014 | Q2 2023 | 25 |
MARATHON CAPITAL MANAGEMENT | 20 | 5 | 0.08% | 0.12% | 0.17% | Q1 2017 | Q3 2023 | 25 |
Koshinski Asset Management, Inc. | 16 | 4 | 0.03% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 25 |
MCF Advisors LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 25 |
CenterStar Asset Management, LLC | 8 | 1 | 0.00% | 0.10% | 0.56% | Q4 2017 | Q4 2020 | 25 |
CIGNA INVESTMENTS INC /NEW | 25 | 25 | 0.04% | 0.13% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Capital Asset Advisory Services LLC | 17 | 3 | 0.03% | 0.14% | 0.31% | Q4 2016 | Q2 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.16% | 0.26% | 0.43% | Q3 2017 | Q3 2023 | 25 |
FIRST CITIZENS BANK & TRUST CO | 22 | 3 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 25 |
MACQUARIE GROUP LTD | 12 | 2 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 25 |
Onex Canada Asset Management Inc. | 24 | 24 | 0.02% | 2.74% | 4.60% | Q4 2017 | Q3 2023 | 25 |
Carroll Financial Associates, Inc. | 20 | 5 | 0.00% | 0.31% | 0.70% | Q1 2014 | Q4 2021 | 25 |
Shelter Ins Retirement Plan | 25 | 25 | 1.18% | 1.66% | 2.11% | Q2 2013 | Q2 2019 | 25 |
Pflug Koory, LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2022 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
DOHENY ASSET MANAGEMENT /CA | 21 | 1 | 0.14% | 0.20% | 0.27% | Q1 2017 | Q3 2023 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.00% | 1.85% | 2.89% | Q2 2013 | Q2 2019 | 25 |
Capital Investment Advisory Services, LLC | 25 | 25 | 0.10% | 0.15% | 0.22% | Q3 2017 | Q3 2023 | 25 |
BANK OF HAWAII | 25 | 25 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Parsec Financial Management, Inc. | 25 | 25 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.05% | 0.09% | Q1 2013 | Q1 2019 | 25 |
Kovack Advisors, Inc. | 17 | 5 | 0.00% | 0.09% | 0.15% | Q1 2018 | Q3 2023 | 25 |
Quantbot Technologies LP | 10 | 1 | 0.01% | 0.22% | 1.10% | Q3 2013 | Q3 2023 | 25 |
CASTLEARK MANAGEMENT LLC | 18 | 3 | 0.01% | 0.06% | 0.25% | Q4 2014 | Q2 2023 | 25 |
CITY HOLDING CO | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 25 |
First Heartland Consultants, Inc. | 13 | 12 | 0.05% | 0.14% | 0.34% | Q1 2017 | Q3 2023 | 25 |
NAPLES GLOBAL ADVISORS, LLC | 22 | 1 | 0.03% | 0.11% | 0.18% | Q1 2017 | Q3 2023 | 25 |
TCI Wealth Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 25 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.00% | 0.23% | 0.37% | Q4 2016 | Q4 2022 | 25 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15 | 10 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 25 |
HighTower Trust Company, N.A. | 25 | 25 | 0.07% | 0.23% | 1.45% | Q1 2017 | Q1 2023 | 25 |
EATON VANCE MANAGEMENT | 23 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.12% | 0.16% | 0.20% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.43% | 0.75% | Q4 2017 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 15 | 9 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Prospera Financial Services Inc | 23 | 1 | 0.02% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2019 | 24 |
M Holdings Securities, Inc. | 18 | 1 | 0.02% | 0.12% | 0.21% | Q3 2014 | Q1 2023 | 24 |
Regent Investment Management LLC | 24 | 24 | 0.06% | 0.30% | 1.13% | Q1 2017 | Q4 2022 | 24 |
CHEMUNG CANAL TRUST CO | 20 | 4 | 0.06% | 0.44% | 1.97% | Q1 2017 | Q2 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BNP Paribas Asset Management Holding S.A. | 24 | 24 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q1 2019 | 24 |
ARROW FINANCIAL CORP | 18 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
Avantax Planning Partners, Inc. | 19 | 5 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
COUNTRY TRUST BANK | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2023 | 24 |
Arbor Investment Advisors, LLC | 20 | 4 | 0.05% | 0.09% | 0.18% | Q3 2017 | Q3 2023 | 24 |
WELCH & FORBES LLC | 23 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.66% | 1.08% | 1.66% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.05% | 0.13% | 0.29% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.11% | 0.17% | 0.22% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 22 | 2 | 0.02% | 0.05% | 0.17% | Q2 2017 | Q3 2023 | 24 |
Marble Harbor Investment Counsel, LLC | 16 | 2 | 0.03% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 24 |
WADE G W & INC | 21 | 1 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.10% | 0.15% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Sabal Trust CO | 9 | 7 | 0.02% | 1.28% | 3.26% | Q1 2014 | Q3 2023 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q2 2023 | 24 |
TIEDEMANN ADVISORS, LLC | 23 | 1 | 0.02% | 0.26% | 0.81% | Q4 2016 | Q4 2022 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.20% | 0.37% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Caprock Group, LLC | 20 | 4 | 0.02% | 0.08% | 0.26% | Q2 2017 | Q3 2023 | 24 |
Founders Capital Management | 13 | 5 | 0.05% | 0.10% | 0.42% | Q1 2017 | Q4 2023 | 24 |
Endurance Wealth Management, Inc. | 19 | 5 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q2 2023 | 24 |
Buckingham Capital Management, Inc. | 13 | 11 | 0.04% | 0.24% | 0.56% | Q1 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
FIDUCIARY TRUST CO | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.40% | 0.47% | 0.56% | Q4 2017 | Q3 2023 | 24 |
Jacobi Capital Management LLC | 24 | 24 | 0.02% | 0.18% | 0.40% | Q4 2017 | Q3 2023 | 24 |
BALDWIN BROTHERS LLC/MA | 24 | 24 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2023 | 24 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.01% | 0.07% | 0.31% | Q3 2017 | Q3 2023 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 1.26% | 2.63% | 4.04% | Q4 2017 | Q3 2023 | 24 |
COLONY GROUP LLC | 19 | 1 | 0.00% | 0.10% | 0.19% | Q4 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.38% | 0.91% | 1.64% | Q4 2017 | Q3 2023 | 24 |
Parkside Financial Bank & Trust | 20 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.17% | 0.31% | 0.50% | Q4 2017 | Q3 2023 | 24 |
First Bank & Trust | 23 | 23 | 0.00% | 0.75% | 1.24% | Q1 2018 | Q3 2023 | 23 |
WASHINGTON TRUST Co | 16 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 23 |
Manchester Capital Management LLC | 14 | 1 | 0.00% | 0.02% | 0.17% | Q2 2014 | Q3 2023 | 23 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 23 |
Ashfield Capital Partners, LLC | 23 | 23 | 0.09% | 0.18% | 0.27% | Q1 2017 | Q3 2022 | 23 |
Salient Capital Advisors, LLC | 23 | 23 | 1.12% | 5.74% | 12.97% | Q1 2017 | Q3 2022 | 23 |
Legacy Financial Advisors, Inc. | 23 | 23 | 0.04% | 0.29% | 0.64% | Q4 2017 | Q2 2023 | 23 |
QV Investors Inc. | 14 | 9 | 3.34% | 5.05% | 8.52% | Q4 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Glassman Wealth Services | 16 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 23 |
AlphaMark Advisors, LLC | 20 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 23 |
Ledyard National Bank | 17 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q1 2022 | 23 |
ONTARIO TEACHERS PENSION PLAN BOARD | 14 | 1 | 0.00% | 0.16% | 0.74% | Q2 2013 | Q3 2023 | 23 |
Pekin Hardy Strauss, Inc. | 22 | 1 | 0.04% | 0.12% | 0.17% | Q3 2017 | Q3 2023 | 23 |
Mawer Investment Management Ltd. | 12 | 11 | 0.30% | 1.21% | 2.18% | Q3 2013 | Q2 2019 | 23 |
Nelson Capital Management, LLC | 14 | 2 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 23 |
Ameritas Investment Partners, Inc. | 14 | 2 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q1 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Good Life Advisors, LLC | 13 | 10 | 0.03% | 0.10% | 0.19% | Q1 2017 | Q3 2023 | 23 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 6 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
A. D. Beadell Investment Counsel, Inc. | 20 | 3 | 0.86% | 1.21% | 1.50% | Q1 2017 | Q3 2023 | 23 |
Virtue Capital Management, LLC | 14 | 9 | 0.04% | 0.18% | 0.62% | Q4 2017 | Q3 2023 | 23 |
FAYEZ SAROFIM & CO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Heritage Wealth Advisors | 22 | 22 | 0.01% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 20 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 22 |
CHELSEA COUNSEL CO | 22 | 22 | 0.01% | 0.58% | 0.79% | Q2 2018 | Q3 2023 | 22 |
OLD NATIONAL BANCORP /IN/ | 12 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 22 |
TOMPKINS FINANCIAL CORP | 17 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 22 |
RFG Advisory, LLC | 20 | 1 | 0.00% | 0.07% | 0.28% | Q2 2018 | Q3 2023 | 22 |
AQR Capital Management | 20 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2019 | 22 |
Virtus ETF Advisers LLC | 18 | 1 | 0.00% | 0.45% | 0.88% | Q1 2017 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.06% | 0.38% | 0.59% | Q2 2018 | Q3 2023 | 22 |
abrdn plc | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.06% | 0.12% | 0.26% | Q4 2017 | Q3 2023 | 22 |
Callahan Advisors, LLC | 22 | 22 | 0.18% | 0.61% | 1.30% | Q2 2018 | Q3 2023 | 22 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 20 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 22 |
WEBSTER BANK, N. A. | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.04% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.02% | 0.26% | 0.39% | Q2 2018 | Q3 2023 | 22 |
Foundations Investment Advisors, LLC | 22 | 22 | 0.10% | 0.17% | 0.27% | Q2 2018 | Q3 2023 | 22 |
Cordasco Financial Network | 22 | 22 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q2 2022 | 22 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.01% | 0.08% | Q2 2018 | Q3 2023 | 22 |
ADVISOR PARTNERS LLC | 22 | 22 | 0.04% | 0.07% | 0.15% | Q1 2017 | Q2 2022 | 22 |
LINCLUDEN MANAGEMENT LTD | 22 | 22 | 0.43% | 4.58% | 7.30% | Q3 2017 | Q4 2022 | 22 |
LUCAS CAPITAL MANAGEMENT | 22 | 22 | 0.11% | 0.21% | 0.31% | Q1 2013 | Q2 2018 | 22 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 22 |
NATIXIS | 9 | 4 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q4 2022 | 22 |
Northeast Financial Consultants Inc | 10 | 4 | 0.01% | 0.07% | 0.22% | Q4 2013 | Q2 2023 | 22 |
Avior Wealth Management, LLC | 18 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 22 |
MAI Capital Management | 12 | 3 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 22 |
EP Wealth Advisors, LLC | 21 | 21 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
CHOREO, LLC | 18 | 3 | 0.01% | 0.07% | 0.28% | Q1 2017 | Q3 2023 | 21 |
HOWE & RUSLING INC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 21 |
ALBERT D MASON INC | 21 | 21 | 0.49% | 0.57% | 0.68% | Q4 2018 | Q4 2023 | 21 |
Azimuth Capital Management LLC | 21 | 21 | 0.02% | 0.05% | 0.11% | Q1 2017 | Q1 2022 | 21 |
THOMPSON SIEGEL & WALMSLEY LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 21 |
DEARBORN PARTNERS LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 21 | 21 | 0.19% | 0.67% | 1.20% | Q1 2017 | Q1 2022 | 21 |
Cedar Wealth Management, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q4 2022 | 21 |
Grove Bank & Trust | 17 | 4 | 0.00% | 0.15% | 0.27% | Q1 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
FIRST FOUNDATION ADVISORS | 21 | 21 | 0.01% | 0.60% | 1.14% | Q3 2018 | Q3 2023 | 21 |
First City Capital Management, Inc. | 11 | 1 | 0.11% | 0.17% | 0.25% | Q2 2017 | Q1 2023 | 21 |
BRAVE ASSET MANAGEMENT INC | 10 | 1 | 0.06% | 0.13% | 0.22% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 21 |
AMERICAN NATIONAL INSURANCE CO | 21 | 21 | 0.06% | 0.12% | 0.39% | Q1 2017 | Q1 2022 | 21 |
Ancora Advisors LLC | 21 | 21 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Sunbelt Securities, Inc. | 12 | 1 | 0.05% | 0.12% | 0.37% | Q4 2016 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.10% | 0.22% | 0.37% | Q2 2013 | Q2 2018 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.15% | 0.30% | 0.50% | Q3 2018 | Q3 2023 | 21 |
Capital Analysts, LLC | 19 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Snowden Capital Advisors LLC | 8 | 2 | 0.02% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 21 |
HighPoint Advisor Group LLC | 20 | 1 | 0.04% | 0.08% | 0.11% | Q4 2016 | Q2 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.08% | 0.14% | 0.22% | Q1 2017 | Q3 2023 | 21 |
Gemmer Asset Management LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 21 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 11 | 2 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 21 |
Tarbox Family Office, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 21 |
Summit X, LLC | 15 | 1 | 0.10% | 0.52% | 1.08% | Q4 2017 | Q2 2023 | 21 |
Adalta Capital Management LLC | 13 | 8 | 0.12% | 0.69% | 1.31% | Q1 2017 | Q3 2023 | 21 |
American National Registered Investment Advisor, Inc. | 21 | 21 | 0.21% | 0.30% | 0.43% | Q1 2017 | Q1 2022 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.15% | 0.29% | 0.62% | Q3 2018 | Q3 2023 | 21 |
Holloway Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.12% | Q1 2017 | Q1 2022 | 21 |
Waverly Advisors, LLC | 11 | 5 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 21 |
HUTNER CAPITAL MANAGEMENT INC | 21 | 21 | 0.51% | 2.11% | 2.86% | Q3 2018 | Q3 2023 | 21 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Altavista Wealth Management, Inc. | 20 | 20 | 0.10% | 0.13% | 0.16% | Q1 2017 | Q4 2021 | 20 |
CFO4Life Group, LLC | 20 | 20 | 0.13% | 0.20% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Chicago Capital, LLC | 18 | 2 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 20 |
MARKSTON INTERNATIONAL LLC | 20 | 20 | 0.22% | 0.58% | 0.90% | Q1 2017 | Q4 2021 | 20 |
GOULD ASSET MANAGEMENT LLC /CA/ | 20 | 20 | 0.08% | 0.13% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
SevenBridge Financial Group, LLC | 10 | 10 | 0.01% | 0.13% | 0.51% | Q1 2017 | Q3 2023 | 20 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2020 | 20 |
Mascoma Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.08% | Q1 2017 | Q3 2023 | 20 |
Providence Capital Advisors, LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 20 |
SHUFRO ROSE & CO LLC | 20 | 20 | 0.03% | 0.06% | 0.18% | Q4 2018 | Q3 2023 | 20 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 20 | 20 | 0.00% | 0.59% | 2.48% | Q4 2018 | Q3 2023 | 20 |
Verity & Verity, LLC | 20 | 20 | 0.27% | 1.49% | 2.33% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Bedel Financial Consulting, Inc. | 20 | 20 | 0.05% | 0.09% | 0.12% | Q1 2018 | Q4 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.32% | 0.73% | 0.99% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Fieldpoint Private Securities, LLC | 18 | 1 | 0.06% | 0.15% | 0.22% | Q1 2017 | Q2 2022 | 20 |
Pineno Levin & Ford Asset Management, Inc. | 20 | 20 | 0.25% | 0.40% | 0.62% | Q1 2017 | Q4 2021 | 20 |
FIRST MIDWEST BANK TRUST DIVISION | 20 | 20 | 0.04% | 0.08% | 0.14% | Q1 2017 | Q4 2021 | 20 |
Galibier Capital Management Ltd. | 20 | 20 | 3.62% | 5.43% | 7.66% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Clear Perspective Advisors, LLC | 20 | 20 | 0.16% | 0.44% | 0.83% | Q1 2017 | Q4 2021 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 20 |
Savant Capital, LLC | 11 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 20 |
Mutual Advisors, LLC | 20 | 20 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.07% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q2 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.40% | 0.90% | 1.85% | Q4 2018 | Q3 2023 | 20 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 20 | 20 | 0.03% | 0.72% | 2.04% | Q4 2017 | Q3 2022 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.06% | 0.35% | Q4 2018 | Q3 2023 | 20 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 20 | 20 | 0.31% | 0.70% | 1.36% | Q4 2018 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 11 | 1 | 0.01% | 0.05% | 0.17% | Q1 2017 | Q3 2023 | 20 |
Copeland Capital Management, LLC | 9 | 5 | 0.00% | 0.56% | 1.73% | Q2 2013 | Q2 2021 | 20 |
WHITENER CAPITAL MANAGEMENT, INC. | 11 | 2 | 0.08% | 0.15% | 0.31% | Q4 2017 | Q2 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.45% | 0.58% | 0.83% | Q4 2018 | Q3 2023 | 20 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13 | 7 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q1 2022 | 20 |
Wellington Shields Capital Management, LLC | 20 | 20 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Wellington Shields & Co., LLC | 16 | 1 | 0.07% | 0.34% | 0.53% | Q1 2017 | Q3 2023 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.48% | 0.86% | 1.07% | Q2 2013 | Q1 2018 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Avalon Investment & Advisory | 18 | 2 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q1 2023 | 20 |
Laurel Wealth Advisors, Inc. | 20 | 20 | 0.06% | 0.20% | 0.40% | Q1 2018 | Q4 2022 | 20 |
Garrett Wealth Advisory Group, LLC | 20 | 20 | 0.24% | 0.34% | 0.43% | Q4 2018 | Q3 2023 | 20 |
STRS OHIO | 10 | 2 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 20 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 20 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 20 | 20 | 0.01% | 0.10% | 0.24% | Q4 2018 | Q3 2023 | 20 |
DIVIDEND ASSETS CAPITAL, LLC | 20 | 20 | 0.08% | 0.43% | 1.06% | Q4 2018 | Q3 2023 | 20 |
Mondrian Investment Partners LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
NTV ASSET MANAGEMENT LLC | 16 | 4 | 0.04% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 20 |
Balentine LLC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2020 | 20 |
Capital Investment Advisors, LLC | 12 | 1 | 0.01% | 0.04% | 0.14% | Q1 2017 | Q4 2023 | 20 |
Rathbones Group PLC | 19 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 20 |
Heritage Way Advisors, LLC | 20 | 20 | 0.87% | 1.33% | 1.82% | Q1 2017 | Q4 2021 | 20 |
EXENCIAL WEALTH ADVISORS, LLC | 20 | 20 | 0.04% | 0.17% | 0.28% | Q4 2018 | Q3 2023 | 20 |
CWA Asset Management Group, LLC | 20 | 20 | 0.08% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 20 |
ROTHSCHILD INVESTMENT LLC /IL | 20 | 20 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
SHEETS SMITH WEALTH MANAGEMENT | 20 | 20 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
INVESTMENT PARTNERS, LTD. | 20 | 20 | 0.16% | 0.28% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Sippican Capital Advisors | 20 | 20 | 0.46% | 0.55% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Strategic Advisors LLC | 20 | 20 | 0.08% | 0.52% | 1.24% | Q4 2018 | Q3 2023 | 20 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 15 | 5 | 0.16% | 0.54% | 0.90% | Q2 2014 | Q1 2020 | 20 |
PARK CIRCLE Co | 20 | 20 | 0.26% | 0.42% | 0.52% | Q4 2018 | Q3 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2023 | 20 |
Stokes Capital Advisors, LLC | 12 | 8 | 0.13% | 0.51% | 1.43% | Q4 2017 | Q3 2023 | 20 |
Mraz, Amerine & Associates, Inc. | 20 | 20 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.34% | 0.68% | Q4 2018 | Q3 2023 | 20 |
EVERETT HARRIS & CO /CA/ | 20 | 20 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.21% | 0.71% | 2.63% | Q2 2013 | Q1 2018 | 20 |
Global X Management CO LLC | 20 | 20 | 0.18% | 0.69% | 1.60% | Q3 2013 | Q2 2018 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Norway Savings Bank | 20 | 20 | 0.00% | 0.20% | 0.30% | Q4 2018 | Q3 2023 | 20 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Ironwood Financial, llc | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2021 | 19 |
GARRISON BRADFORD & ASSOCIATES INC | 12 | 1 | 0.17% | 0.29% | 0.37% | Q1 2017 | Q3 2023 | 19 |
Cornerstone Wealth Group, LLC | 19 | 19 | 0.09% | 0.16% | 0.22% | Q1 2019 | Q3 2023 | 19 |
QCI ASSET MANAGEMENT INC/NY | 19 | 19 | 1.08% | 1.57% | 2.27% | Q1 2017 | Q3 2021 | 19 |
ADELL HARRIMAN & CARPENTER INC | 19 | 19 | 0.04% | 0.39% | 0.68% | Q1 2019 | Q3 2023 | 19 |
KG&L Capital Management,LLC | 12 | 7 | 0.11% | 0.18% | 0.45% | Q4 2018 | Q3 2023 | 19 |
American Research & Management Co. | 11 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2022 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.02% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
HERITAGE INVESTORS MANAGEMENT CORP | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 19 |
THOMPSON DAVIS & CO., INC. | 17 | 1 | 0.02% | 0.07% | 0.31% | Q4 2013 | Q3 2022 | 19 |
Cornerstone Wealth Management, LLC | 10 | 2 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 19 |
Truvestments Capital LLC | 12 | 1 | 0.00% | 0.29% | 1.24% | Q3 2018 | Q3 2023 | 19 |
BROOKS, MOORE & ASSOCIATES, INC. | 13 | 6 | 0.17% | 0.23% | 0.31% | Q4 2018 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
SECURITY NATIONAL TRUST CO | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2021 | 19 |
LS Investment Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2017 | 19 |
FULTON BANK, N.A. | 19 | 19 | 0.06% | 0.12% | 0.18% | Q2 2019 | Q4 2023 | 19 |
Sonora Investment Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 19 |
PANAGORA ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2021 | 19 |
Pensionmark Financial Group, LLC | 14 | 5 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 19 |
SMITH ASSET MANAGEMENT GROUP LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 19 |
NICOLA WEALTH MANAGEMENT LTD. | 19 | 19 | 1.62% | 2.38% | 3.82% | Q1 2018 | Q3 2022 | 19 |
FLC Capital Advisors | 19 | 19 | 0.39% | 0.65% | 0.95% | Q4 2018 | Q2 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.02% | 0.14% | 0.29% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WADDELL & REED FINANCIAL INC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 19 |
Cornell Pochily Investment Advisors, Inc. | 12 | 1 | 0.13% | 0.31% | 0.44% | Q3 2018 | Q3 2023 | 19 |
Brown Advisory Securities, LLC | 19 | 19 | 0.08% | 0.41% | 0.77% | Q1 2017 | Q3 2021 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.12% | 0.18% | 0.24% | Q2 2018 | Q4 2022 | 19 |
Freestone Capital Holdings, LLC | 16 | 1 | 0.00% | 0.06% | 0.41% | Q3 2013 | Q3 2023 | 19 |
ASPIRIANT, LLC | 9 | 3 | 0.01% | 0.05% | 0.16% | Q1 2017 | Q2 2023 | 19 |
EVERGREEN CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.18% | 0.48% | Q1 2019 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.05% | 0.16% | 0.31% | Q1 2017 | Q3 2021 | 19 |
Financial Advocates Investment Management | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Adams Asset Advisors, LLC | 19 | 19 | 0.03% | 0.18% | 0.43% | Q4 2018 | Q2 2023 | 19 |
BDO Wealth Advisors, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 18 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
RiverGlades Family Offices LLC | 14 | 4 | 0.18% | 0.28% | 0.50% | Q4 2017 | Q2 2022 | 18 |
PITTENGER & ANDERSON INC | 9 | 1 | 0.00% | 0.11% | 0.38% | Q4 2013 | Q3 2023 | 18 |
SIG North Trading, ULC | 8 | 8 | 0.32% | 1.43% | 2.71% | Q4 2021 | Q3 2023 | 18 |
WRAPMANAGER INC | 18 | 18 | 0.13% | 0.23% | 0.32% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.44% | 2.40% | 3.31% | Q4 2018 | Q3 2023 | 18 |
Wealth Advisors of Tampa Bay, LLC | 18 | 18 | 0.44% | 0.56% | 0.75% | Q2 2019 | Q3 2023 | 18 |
First Long Island Investors, LLC | 18 | 18 | 1.23% | 1.62% | 1.92% | Q2 2013 | Q3 2017 | 18 |
Aspire Private Capital, LLC | 10 | 3 | 0.16% | 0.25% | 0.39% | Q4 2018 | Q3 2023 | 18 |
ERTS Wealth Advisors, LLC | 11 | 1 | 0.17% | 0.53% | 1.36% | Q4 2018 | Q3 2023 | 18 |
Capital Advisors, Ltd. LLC | 15 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 18 |
Field & Main Bank | 10 | 4 | 0.03% | 0.05% | 0.14% | Q4 2017 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2017 | 18 |
AMERICAN CENTURY COMPANIES INC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 18 |
Arden Trust Co | 18 | 18 | 0.04% | 0.26% | 0.61% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.03% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 2 | 0.03% | 0.06% | 0.25% | Q2 2016 | Q4 2020 | 18 |
Keudell/Morrison Wealth Management | 18 | 18 | 0.19% | 0.26% | 0.33% | Q2 2019 | Q3 2023 | 18 |
Roble, Belko & Company, Inc | 18 | 18 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Verdence Capital Advisors LLC | 18 | 18 | 0.06% | 0.15% | 0.18% | Q2 2019 | Q3 2023 | 18 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.02% | 0.10% | 0.15% | Q1 2018 | Q3 2022 | 18 |
PICTET ASSET MANAGEMENT LTD | 18 | 18 | 0.01% | 0.16% | 0.47% | Q1 2017 | Q2 2021 | 18 |
EULAV Asset Management | 18 | 18 | 0.03% | 0.15% | 0.23% | Q2 2013 | Q3 2017 | 18 |
WESTPAC BANKING CORP | 12 | 1 | 0.02% | 0.14% | 0.22% | Q1 2017 | Q2 2023 | 18 |
BOSTON FINANCIAL MANGEMENT LLC | 13 | 5 | 0.02% | 0.19% | 0.37% | Q2 2013 | Q4 2019 | 18 |
Quadrature Capital Ltd | 10 | 1 | 0.11% | 0.56% | 1.87% | Q2 2016 | Q2 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.18% | 0.53% | Q2 2019 | Q3 2023 | 18 |
USCA RIA LLC | 18 | 18 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q2 2021 | 18 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.07% | 0.24% | Q2 2014 | Q3 2023 | 18 |
Laffer Tengler Investments, Inc. | 14 | 4 | 0.02% | 0.18% | 0.62% | Q1 2017 | Q3 2023 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 4 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q4 2022 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.01% | 0.07% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Mosaic Family Wealth, LLC | 14 | 4 | 0.07% | 0.12% | 0.23% | Q1 2017 | Q4 2021 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 1.25% | 2.44% | 6.53% | Q2 2013 | Q3 2017 | 18 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Cornerstone Advisors, Inc. | 14 | 3 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q2 2019 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.17% | 0.29% | 0.43% | Q3 2019 | Q3 2023 | 17 |
Cresset Asset Management, LLC | 11 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.02% | 0.08% | 0.40% | Q3 2019 | Q3 2023 | 17 |
Capital Innovations LLC | 14 | 3 | 0.37% | 2.23% | 3.99% | Q4 2014 | Q4 2019 | 17 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 3 | 0.21% | 0.28% | 0.40% | Q2 2013 | Q3 2021 | 17 |
Apollo Management Holdings, L.P. | 17 | 17 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2022 | 17 |
Princeton Portfolio Strategies Group LLC | 17 | 17 | 0.07% | 0.13% | 0.20% | Q1 2017 | Q1 2021 | 17 |
BEACON TRUST CO | 17 | 17 | 0.07% | 0.12% | 0.52% | Q1 2013 | Q1 2017 | 17 |
BTR CAPITAL MANAGEMENT INC | 8 | 4 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q3 2022 | 17 |
Tetrem Capital Management Ltd. | 17 | 17 | 0.15% | 1.09% | 4.24% | Q2 2013 | Q2 2017 | 17 |
B. Riley Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.08% | 0.16% | Q2 2014 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.02% | 0.34% | 0.91% | Q2 2019 | Q2 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.14% | 0.33% | Q2 2013 | Q2 2017 | 17 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
Marshall Wace North America L.P. | 16 | 1 | 0.00% | 0.05% | 0.19% | Q2 2017 | Q3 2021 | 17 |
ING GROEP NV | 13 | 1 | 0.00% | 0.12% | 1.72% | Q1 2016 | Q3 2023 | 17 |
A.R.T. Advisors, LLC | 8 | 1 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2019 | 17 |
AMUNDI ASSET MANAGEMENT US, INC. | 17 | 17 | 0.01% | 0.05% | 0.17% | Q1 2017 | Q1 2021 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.46% | 0.94% | 1.23% | Q4 2019 | Q4 2023 | 17 |
Formidable Asset Management, LLC | 9 | 1 | 0.00% | 0.14% | 0.32% | Q3 2015 | Q1 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
CI INVESTMENTS INC. | 12 | 5 | 0.09% | 0.40% | 1.26% | Q1 2017 | Q3 2023 | 17 |
TPH Asset Management, LLC | 15 | 15 | 0.00% | 1.37% | 2.36% | Q2 2013 | Q4 2016 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Hollow Brook Wealth Management LLC | 7 | 1 | 0.09% | 0.17% | 0.32% | Q1 2016 | Q3 2023 | 17 |
ROPES WEALTH ADVISORS LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2020 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Regal Investment Advisors LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 0.14% | 0.23% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.25% | 0.35% | 0.47% | Q4 2019 | Q3 2023 | 16 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 1 | 0.11% | 0.18% | 0.36% | Q4 2017 | Q3 2023 | 16 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.08% | 0.23% | 0.43% | Q4 2017 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 9 | 7 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q1 2019 | 16 |
Hilltop Holdings Inc. | 16 | 16 | 0.05% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.50% | 1.27% | 2.12% | Q4 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.04% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 16 |
BBVA USA Bancshares, Inc. | 10 | 6 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2021 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Lido Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.20% | 0.41% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.54% | 0.70% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Wealthquest Corp | 12 | 4 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 16 |
Mengis Capital Management, Inc. | 11 | 5 | 0.06% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 16 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.01% | 0.04% | 0.11% | Q3 2014 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 16 |
AUXIER ASSET MANAGEMENT | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2022 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.06% | 0.39% | Q3 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 10 | 1 | 0.01% | 0.12% | 0.36% | Q1 2017 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.12% | 0.43% | 0.73% | Q4 2019 | Q3 2023 | 16 |
TSFG, LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Creegan & Nassoura Financial Group, LLC | 16 | 16 | 1.42% | 1.86% | 2.41% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Fisher Asset Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
WILLIAMS JONES & ASSOCIATES LLC | 10 | 3 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q2 2019 | 16 |
PATTON ALBERTSON MILLER GROUP, LLC | 15 | 1 | 0.02% | 0.13% | 0.26% | Q3 2018 | Q4 2022 | 16 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 14 | 2 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q2 2021 | 16 |
Joel Isaacson & Co., LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2016 | 16 |
Burt Wealth Advisors | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2020 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 16 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Adams Wealth Management | 16 | 16 | 0.23% | 0.45% | 0.96% | Q4 2019 | Q3 2023 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 1.84% | 2.90% | 5.41% | Q4 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.01% | 1.41% | 2.75% | Q2 2017 | Q1 2021 | 16 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.14% | 0.62% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.05% | 2.39% | 4.60% | Q3 2015 | Q2 2019 | 16 |
ROCKY MOUNTAIN ADVISERS, LLC | 11 | 5 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2020 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 11 | 5 | 0.00% | 0.18% | 0.38% | Q1 2014 | Q2 2022 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.07% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BANCORPSOUTH INC | 16 | 16 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2017 | 16 |
FormulaFolio Investments, LLC | 16 | 16 | 0.01% | 0.05% | 0.15% | Q1 2017 | Q4 2020 | 16 |
Clearstead Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.18% | Q3 2017 | Q3 2023 | 16 |
Cipher Capital LP | 6 | 1 | 0.02% | 0.17% | 0.44% | Q2 2014 | Q3 2023 | 16 |
Insight Folios Inc | 16 | 16 | 2.27% | 2.71% | 3.22% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 1 | 0.02% | 0.06% | 0.18% | Q4 2018 | Q3 2023 | 16 |
ADVISORY RESEARCH INC | 10 | 1 | 0.00% | 0.68% | 1.87% | Q3 2013 | Q2 2019 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.06% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Aevitas Wealth Management, Inc. | 7 | 1 | 0.02% | 0.99% | 1.79% | Q4 2017 | Q4 2022 | 16 |
Pointe Capital Management LLC | 9 | 7 | 0.14% | 0.60% | 1.72% | Q1 2015 | Q2 2023 | 16 |
Winch Advisory Services, LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
Cable Hill Partners, LLC | 12 | 4 | 0.04% | 0.10% | 0.23% | Q1 2017 | Q4 2021 | 16 |
S.E.E.D. Planning Group LLC | 16 | 16 | 1.63% | 2.33% | 2.70% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.03% | 0.11% | 0.34% | Q4 2019 | Q3 2023 | 16 |
FARR MILLER & WASHINGTON LLC/DC | 14 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 15 |
STEEL GROVE CAPITAL ADVISORS, LLC | 11 | 1 | 0.03% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 15 |
Kalos Management, Inc. | 10 | 1 | 0.00% | 0.62% | 1.13% | Q4 2015 | Q1 2023 | 15 |
DELTA LLOYD NV | 14 | 1 | 0.02% | 0.08% | 0.43% | Q2 2013 | Q1 2017 | 15 |
1834 INVESTMENT ADVISORS CO | 14 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2022 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 2 | 0.00% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
WealthTrust Axiom LLC | 10 | 1 | 0.07% | 0.16% | 0.22% | Q1 2017 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
ATLAS CAPITAL ADVISORS LLC | 7 | 2 | 0.00% | 0.07% | 0.28% | Q3 2018 | Q3 2023 | 15 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.13% | 1.15% | Q3 2014 | Q3 2023 | 15 |
Greenwich Investment Management, Inc. | 8 | 7 | 0.24% | 0.32% | 0.44% | Q4 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Daiwa Securities Group Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Continuum Advisory, LLC | 8 | 7 | 0.12% | 0.34% | 0.66% | Q1 2017 | Q3 2023 | 15 |
Perkins Coie Trust Co | 13 | 2 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q3 2022 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.72% | 0.88% | 1.05% | Q1 2020 | Q3 2023 | 15 |
Assenagon Asset Management S.A. | 10 | 1 | 0.00% | 0.06% | 0.66% | Q2 2018 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.10% | 0.23% | 0.47% | Q4 2019 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
MADDEN SECURITIES Corp | 14 | 1 | 0.88% | 2.39% | 3.27% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q4 2019 | 15 |
Perigon Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.16% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Ninepoint Partners LP | 7 | 1 | 0.02% | 0.23% | 1.08% | Q3 2017 | Q3 2023 | 15 |
Realta Investment Advisors | 11 | 4 | 0.00% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tortoise Investment Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 15 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.05% | 0.10% | 0.20% | Q1 2017 | Q3 2023 | 15 |
Magnus Financial Group LLC | 15 | 15 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Bison Wealth, LLC | 11 | 4 | 0.09% | 0.21% | 0.44% | Q1 2019 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 12 | 3 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 15 |
MCIA Inc | 13 | 2 | 0.02% | 0.64% | 1.05% | Q2 2017 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q4 2016 | 15 |
CADENCE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.78% | 2.48% | Q1 2017 | Q3 2020 | 15 |
MEEDER ASSET MANAGEMENT INC | 9 | 3 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2022 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
MANCHESTER FINANCIAL INC | 12 | 1 | 0.01% | 0.07% | 0.12% | Q2 2019 | Q2 2023 | 14 |
AGF Investments LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 7 | 1 | 0.01% | 0.13% | 0.30% | Q1 2017 | Q3 2023 | 14 |
Successful Portfolios LLC | 14 | 14 | 0.14% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 13 | 1 | 0.00% | 0.28% | 0.70% | Q4 2019 | Q3 2023 | 14 |
SIGNET FINANCIAL MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.10% | 0.14% | Q1 2017 | Q4 2021 | 14 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 9 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2022 | 14 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.11% | 0.83% | Q2 2013 | Q3 2018 | 14 |
Archer Investment Corp | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 14 |
WASHINGTON TRUST BANK | 9 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q4 2021 | 14 |
PRUDENTIAL FINANCIAL INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
Keystone Financial Group | 8 | 2 | 0.04% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 14 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.08% | 0.20% | 0.39% | Q3 2013 | Q3 2023 | 14 |
Copperleaf Capital, LLC | 14 | 14 | 0.94% | 1.90% | 2.66% | Q4 2019 | Q1 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.03% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Lenox Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 14 |
Virtu KCG Holdings LLC | 8 | 3 | 0.01% | 0.03% | 0.17% | Q3 2013 | Q2 2017 | 14 |
COURIER CAPITAL LLC | 9 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.01% | 0.39% | 0.81% | Q2 2016 | Q3 2019 | 14 |
MONETARY MANAGEMENT GROUP INC | 10 | 1 | 0.00% | 0.05% | 0.17% | Q1 2017 | Q1 2023 | 14 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.08% | 0.29% | Q3 2016 | Q3 2023 | 14 |
WFG Advisors, LP | 12 | 2 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q1 2021 | 14 |
RHUMBLINE ADVISERS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 14 |
Blackstone Inc. | 14 | 14 | 0.24% | 0.80% | 1.55% | Q2 2020 | Q3 2023 | 14 |
ASSOCIATED BANC-CORP | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 14 |
BURNEY CO/ | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
RELIANCE TRUST CO OF DELAWARE | 9 | 5 | 0.03% | 0.08% | 0.12% | Q3 2014 | Q1 2019 | 14 |
MERIDIAN INVESTMENT COUNSEL INC. | 11 | 1 | 0.06% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 14 |
ARGI Investment Services, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2018 | 14 |
USS Investment Management Ltd | 10 | 4 | 0.03% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 14 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 14 |
Retirement Group, LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AGF Investments America Inc. | 14 | 14 | 0.03% | 0.81% | 2.06% | Q2 2012 | Q3 2015 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 14 | 14 | 0.07% | 0.15% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.19% | Q3 2016 | Q3 2023 | 14 |
SMITH CHAS P & ASSOCIATES PA CPAS | 7 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2022 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 3 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2019 | 14 |
Mercer Capital Advisers, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 14 |
GREENLEAF TRUST | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 14 |
StoneX Group Inc. | 6 | 1 | 0.03% | 0.10% | 0.28% | Q2 2017 | Q3 2023 | 13 |
FIRST INTERSTATE BANK | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2022 | 13 |
Blackhawk Capital Partners LLC. | 8 | 5 | 0.75% | 0.83% | 0.97% | Q2 2018 | Q2 2022 | 13 |
Procyon Advisors, LLC | 10 | 3 | 0.04% | 0.18% | 0.33% | Q4 2019 | Q3 2023 | 13 |
Csenge Advisory Group | 6 | 1 | 0.01% | 0.07% | 0.17% | Q3 2018 | Q3 2023 | 13 |
Vigilant Capital Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.07% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 13 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 4 | 0.00% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Omnia Family Wealth, LLC | 13 | 13 | 0.11% | 0.14% | 0.22% | Q1 2017 | Q1 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.02% | 0.13% | Q3 2019 | Q3 2022 | 13 |
Demars Financial Group, LLC | 13 | 13 | 0.16% | 1.85% | 2.75% | Q3 2020 | Q3 2023 | 13 |
Ayrshire Capital Management LLC | 10 | 3 | 0.14% | 0.23% | 0.51% | Q4 2019 | Q1 2023 | 13 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 4 | 0.06% | 0.12% | 0.24% | Q1 2017 | Q3 2022 | 13 |
BERKLEY W R CORP | 12 | 1 | 0.15% | 5.88% | 10.61% | Q1 2017 | Q3 2023 | 13 |
Uniplan Investment Counsel, Inc. | 13 | 13 | 0.06% | 0.24% | 0.36% | Q4 2018 | Q4 2021 | 13 |
People's United Financial, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2020 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Royal Fund Management, LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q1 2020 | 13 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 12 | 1 | 0.77% | 2.06% | 2.80% | Q2 2013 | Q3 2017 | 13 |
Blume Capital Management, Inc. | 13 | 13 | 0.00% | 0.07% | 0.23% | Q4 2018 | Q4 2021 | 13 |
Dakota Wealth Management | 7 | 6 | 0.03% | 0.07% | 0.09% | Q3 2018 | Q3 2023 | 13 |
PRUDENTIAL PLC | 8 | 1 | 0.00% | 0.03% | 0.15% | Q4 2017 | Q3 2023 | 13 |
REDW Wealth LLC | 12 | 1 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 13 |
WISCONSIN CAPITAL MANAGEMENT LLC | 6 | 2 | 0.21% | 1.74% | 2.44% | Q3 2013 | Q3 2020 | 13 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 13 | 13 | 0.04% | 0.08% | 0.13% | Q1 2017 | Q1 2020 | 13 |
Fiduciary Trust Co International of Pennsylvania | 13 | 13 | 0.08% | 0.16% | 0.40% | Q1 2017 | Q1 2020 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
CPWM, LLC | 5 | 2 | 0.04% | 0.08% | 0.13% | Q1 2017 | Q4 2020 | 13 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.01% | 0.20% | 0.27% | Q4 2018 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.12% | 0.18% | 0.23% | Q3 2020 | Q3 2023 | 13 |
British Airways Pensions Investment Management Ltd | 13 | 13 | 0.10% | 0.23% | 0.30% | Q4 2014 | Q4 2017 | 13 |
Wealth Quarterback LLC | 5 | 1 | 0.15% | 0.28% | 0.56% | Q1 1987 | Q2 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q2 2016 | 13 |
Taylor Hoffman Wealth Management | 11 | 1 | 0.08% | 0.20% | 0.31% | Q4 2017 | Q1 2022 | 13 |
CGN Advisors LLC | 13 | 13 | 0.08% | 0.24% | 0.43% | Q4 2020 | Q4 2023 | 13 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.09% | 0.18% | Q1 2015 | Q2 2023 | 13 |
Skandinaviska Enskilda Banken AB (publ) | 9 | 4 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2020 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 13 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.08% | 0.24% | Q2 2015 | Q2 2023 | 13 |
Edgemoor Investment Advisors, Inc. | 13 | 13 | 0.03% | 1.17% | 1.77% | Q1 2017 | Q1 2020 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 13 |
CFM WEALTH PARTNERS LLC | 11 | 2 | 0.07% | 0.09% | 0.14% | Q1 2020 | Q2 2023 | 13 |
Wealthspire Advisors, L.P. | 12 | 1 | 0.00% | 0.05% | 0.11% | Q3 2016 | Q4 2019 | 13 |
INTRUST BANK NA | 13 | 13 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Vident Investment Advisory, LLC | 13 | 13 | 0.02% | 0.95% | 1.34% | Q1 2020 | Q1 2023 | 13 |
MYCIO WEALTH PARTNERS, LLC | 12 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.20% | 0.43% | Q4 2016 | Q3 2023 | 13 |
Value Partners Investments Inc. | 10 | 3 | 0.13% | 0.28% | 0.80% | Q2 2020 | Q3 2023 | 13 |
MV CAPITAL MANAGEMENT, INC. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2022 | 12 |
Saratoga Research & Investment Management | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2021 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.22% | 0.44% | 0.62% | Q4 2020 | Q3 2023 | 12 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 12 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 12 |
Diversified Trust Co | 11 | 1 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 12 |
Tacita Capital Inc | 12 | 12 | 1.40% | 1.78% | 2.26% | Q4 2020 | Q3 2023 | 12 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 11 | 1 | 0.02% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 12 |
Lantz Financial LLC | 11 | 1 | 0.12% | 0.18% | 0.23% | Q4 2019 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.17% | 0.20% | 0.26% | Q2 2013 | Q1 2016 | 12 |
Stanley-Laman Group, Ltd. | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 0.81% | 1.21% | 1.62% | Q4 2013 | Q3 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Shulman DeMeo Asset Management LLC | 8 | 4 | 0.09% | 0.17% | 0.24% | Q3 2020 | Q3 2023 | 12 |
Cribstone Capital Management, LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q2 2020 | 12 |
Greenline Partners, LLC | 12 | 12 | 1.26% | 1.73% | 2.27% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Pinkerton Retirement Specialists, LLC | 5 | 3 | 0.00% | 0.29% | 0.81% | Q2 2016 | Q4 2019 | 12 |
SouthState Corp | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.40% | 0.46% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Baker Ellis Asset Management LLC | 9 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2017 | 12 |
Aurora Investment Counsel | 8 | 4 | 0.80% | 1.18% | 1.55% | Q1 2014 | Q4 2020 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 0.18% | 0.54% | 0.76% | Q2 2013 | Q2 2016 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.22% | 0.26% | 0.32% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.50% | 0.65% | 0.75% | Q4 2020 | Q3 2023 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q1 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2021 | 12 |
WINTRUST INVESTMENTS LLC | 4 | 1 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 12 |
Peak Financial Management, Inc. | 11 | 1 | 0.07% | 0.13% | 0.20% | Q4 2017 | Q1 2022 | 12 |
TCW GROUP INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 2 | 0.06% | 0.36% | 0.57% | Q3 2019 | Q3 2023 | 12 |
ZEKE CAPITAL ADVISORS, LLC | 12 | 12 | 0.05% | 0.22% | 0.47% | Q1 2017 | Q4 2019 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.04% | 0.07% | 0.13% | Q1 2018 | Q4 2020 | 12 |
Sterling Investment Advisors, Ltd. | 7 | 5 | 0.00% | 0.29% | 0.76% | Q1 2017 | Q4 2022 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 12 | 0.00% | 0.25% | 1.09% | Q1 2021 | Q4 2023 | 12 |
FIRST HAWAIIAN BANK | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.30% | 0.41% | 0.48% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.26% | 0.46% | 0.60% | Q4 2020 | Q3 2023 | 12 |
HALL LAURIE J TRUSTEE | 12 | 12 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q4 2019 | 12 |
Hoese & Co LLP | 12 | 12 | 0.01% | 0.06% | 0.08% | Q1 2021 | Q4 2023 | 12 |
Bayesian Capital Management, LP | 5 | 1 | 0.07% | 0.21% | 0.48% | Q2 2018 | Q3 2023 | 12 |
Frontier Wealth Management LLC | 10 | 1 | 0.02% | 0.06% | 0.22% | Q1 2017 | Q2 2022 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.38% | 0.47% | 0.62% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.20% | 0.33% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Visionary Wealth Advisors | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Manitou Investment Management Ltd. | 12 | 12 | 0.01% | 0.66% | 2.02% | Q4 2020 | Q3 2023 | 12 |
Secrest Blakey & Associates, LLC | 12 | 12 | 0.73% | 1.97% | 4.20% | Q4 2017 | Q3 2020 | 12 |
MetLife Investment Management, LLC | 12 | 12 | 0.02% | 0.11% | 0.17% | Q4 2018 | Q3 2021 | 12 |
Renasant Bank | 12 | 12 | 0.22% | 0.35% | 0.50% | Q4 2020 | Q3 2023 | 12 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 4 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.11% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 12 |
Horizon Investments, LLC | 11 | 1 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 12 |
Tredje AP-fonden | 12 | 12 | 0.05% | 0.11% | 0.25% | Q1 2017 | Q4 2019 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.03% | 0.12% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q4 2019 | 12 |
Bell Rock Capital LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2019 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 1.15% | 2.16% | 2.72% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
REAVES W H & CO INC | 12 | 12 | 0.01% | 0.22% | 0.38% | Q2 2013 | Q1 2016 | 12 |
Concord Wealth Partners | 12 | 12 | 0.03% | 0.11% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Triasima Portfolio Management inc. | 12 | 12 | 0.06% | 0.80% | 2.51% | Q4 2020 | Q3 2023 | 12 |
Ahrens Investment Partners LLC | 10 | 2 | 0.12% | 0.67% | 1.52% | Q1 2019 | Q1 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
HBW ADVISORY SERVICES LLC | 12 | 12 | 0.06% | 0.27% | 0.51% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.19% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 12 | 12 | 0.45% | 0.61% | 0.69% | Q1 2017 | Q4 2019 | 12 |
Blueshift Asset Management, LLC | 5 | 1 | 0.07% | 0.22% | 0.40% | Q4 2018 | Q1 2022 | 11 |
Aaron Wealth Advisors LLC | 11 | 11 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
CYPRESS ASSET MANAGEMENT INC/TX | 9 | 1 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q1 2017 | 11 |
CLIENT 1ST ADVISORY GROUP, LLC | 11 | 11 | 0.12% | 0.21% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q3 2020 | 11 |
Kestra Advisory Services, LLC | 6 | 2 | 0.03% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 11 |
BANQUE PICTET & CIE SA | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 11 |
Andra AP-fonden | 6 | 1 | 0.04% | 0.12% | 0.22% | Q1 2016 | Q3 2020 | 11 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.16% | 0.49% | Q4 2013 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2020 | 11 |
Octavia Wealth Advisors, LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
NewGen Asset Management Ltd | 8 | 3 | 2.21% | 3.50% | 5.36% | Q4 2020 | Q3 2023 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Carnegie Capital Asset Management, LLC | 8 | 3 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q1 2023 | 11 |
IEQ CAPITAL, LLC | 6 | 2 | 0.01% | 0.09% | 0.86% | Q4 2019 | Q3 2023 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2020 | 11 |
SOA Wealth Advisors, LLC. | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Inscription Capital, LLC | 11 | 11 | 0.04% | 0.13% | 0.22% | Q4 2018 | Q2 2021 | 11 |
Lorne Steinberg Wealth Management Inc. | 7 | 4 | 0.08% | 0.68% | 1.54% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Arete Wealth Advisors, LLC | 11 | 11 | 0.06% | 0.14% | 0.21% | Q1 2019 | Q3 2021 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 11 | 0.09% | 0.11% | 0.12% | Q1 2018 | Q3 2020 | 11 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2022 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 11 |
Meridian Wealth Management, LLC | 11 | 11 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.02% | 0.11% | 0.40% | Q4 2014 | Q1 2019 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q2 2020 | 11 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 7 | 4 | 0.03% | 0.07% | 0.11% | Q1 2017 | Q4 2023 | 11 |
HANCOCK WHITNEY CORP | 6 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 11 |
Principal Street Partners, LLC | 11 | 11 | 0.05% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 11 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 6 | 1 | 0.16% | 1.13% | 2.66% | Q2 2013 | Q1 2018 | 11 |
Guidant Wealth Advisors | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.31% | 0.37% | 0.50% | Q4 2018 | Q2 2021 | 11 |
GW&K Investment Management, LLC | 9 | 2 | 0.24% | 0.48% | 0.69% | Q3 2016 | Q3 2023 | 11 |
Diversified Portfolios, Inc. | 11 | 11 | 0.04% | 0.12% | 0.18% | Q4 2020 | Q2 2023 | 11 |
Man Group plc | 5 | 3 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q4 2022 | 11 |
Sterneck Capital Management, LLC | 11 | 11 | 0.21% | 0.25% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Strategic Financial Services, Inc, | 11 | 11 | 0.36% | 0.47% | 0.60% | Q1 2017 | Q3 2019 | 11 |
SIMON QUICK ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2022 | 11 |
Bristol Gate Capital Partners Inc. | 11 | 11 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q4 2020 | 11 |
Barnett & Company, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 1 | 0.02% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 11 |
Sterling Capital Management LLC | 11 | 11 | 0.74% | 0.84% | 1.01% | Q1 2017 | Q3 2019 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 11 |
BRYN MAWR TRUST Co | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 11 |
Poehling Capital Management, INC. | 8 | 3 | 0.01% | 0.48% | 0.79% | Q4 2017 | Q1 2022 | 11 |
McCollum Christoferson Group LLC | 11 | 11 | 1.02% | 1.27% | 1.51% | Q4 2017 | Q2 2020 | 11 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q2 2019 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Clarius Group, LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2020 | 11 |
HBK Sorce Advisory LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
RNC CAPITAL MANAGEMENT LLC | 11 | 11 | 1.26% | 2.06% | 3.28% | Q1 2021 | Q3 2023 | 11 |
ALPS ADVISORS INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 11 |
NN Investment Partners Holdings N.V. | 7 | 4 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2018 | 11 |
LETKO, BROSSEAU & ASSOCIATES INC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q4 2022 | 11 |
SeaBridge Investment Advisors LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2020 | 11 |
Arbor Wealth Management, LLC | 10 | 1 | 0.86% | 3.95% | 5.50% | Q4 2017 | Q2 2021 | 11 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 0.93% | 2.83% | 3.84% | Q2 2013 | Q4 2015 | 11 |
Executive Wealth Management, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 11 |
RMR Wealth Builders | 7 | 1 | 0.06% | 0.24% | 0.80% | Q4 2019 | Q3 2023 | 11 |
Scott & Selber, Inc. | 11 | 11 | 0.43% | 0.62% | 0.83% | Q1 2021 | Q3 2023 | 11 |
Canton Hathaway, LLC | 8 | 2 | 0.01% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Grisanti Capital Management LLC | 7 | 1 | 0.10% | 1.78% | 6.00% | Q2 2013 | Q4 2019 | 10 |
Vontobel Holding Ltd. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
VICUS CAPITAL | 3 | 1 | 0.03% | 0.08% | 0.20% | Q1 2017 | Q3 2023 | 10 |
GQG Partners LLC | 8 | 2 | 0.04% | 3.18% | 6.73% | Q1 2019 | Q3 2023 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.11% | 0.22% | 0.28% | Q1 2018 | Q2 2020 | 10 |
Sharkey, Howes & Javer | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Magnetar Financial LLC | 4 | 1 | 0.03% | 1.08% | 1.90% | Q3 2014 | Q4 2021 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.28% | 0.41% | 0.65% | Q4 2019 | Q1 2022 | 10 |
Gray Wealth Management Inc. | 10 | 10 | 0.12% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Zimmer Partners, LP | 4 | 1 | 0.00% | 0.90% | 3.51% | Q4 2018 | Q3 2023 | 10 |
Doyle Wealth Management | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Leonard Rickey Investment Advisors P.L.L.C. | 10 | 10 | 0.10% | 0.15% | 0.18% | Q4 2020 | Q1 2023 | 10 |
G&S Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
PEAK FINANCIAL ADVISORS LLC | 10 | 10 | 0.22% | 0.33% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Pettinga Financial Advisors LLC | 5 | 1 | 0.06% | 0.10% | 0.20% | Q4 2018 | Q3 2023 | 10 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
ICW Investment Advisors LLC | 6 | 4 | 0.11% | 0.17% | 0.26% | Q4 2019 | Q2 2022 | 10 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 10 |
Achmea Investment Management B.V. | 8 | 1 | 0.00% | 0.05% | 0.42% | Q1 2017 | Q2 2023 | 10 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 10 | 10 | 0.07% | 0.12% | 0.17% | Q1 2017 | Q2 2019 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.12% | 0.15% | 0.21% | Q4 2019 | Q1 2022 | 10 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 10 |
Mezzasalma Advisors, LLC | 10 | 10 | 0.56% | 0.70% | 0.94% | Q4 2020 | Q1 2023 | 10 |
FAS Wealth Partners, Inc. | 9 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 10 |
TOTH FINANCIAL ADVISORY CORP | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
FORVIS Wealth Advisors, LLC | 6 | 4 | 0.01% | 0.06% | 0.26% | Q1 2017 | Q3 2023 | 10 |
CHEMICAL BANK | 10 | 10 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q2 2019 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2022 | 10 |
Tranquilli Financial Advisor LLC | 10 | 10 | 0.33% | 0.42% | 0.60% | Q4 2020 | Q1 2023 | 10 |
ROYAL LONDON ASSET MANAGEMENT LTD | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 10 |
Strategic Blueprint, LLC | 8 | 1 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 10 |
NuWave Investment Management, LLC | 5 | 1 | 0.00% | 0.22% | 1.10% | Q4 2017 | Q3 2021 | 10 |
Shelter Ins Profit Sharing | 10 | 10 | 0.96% | 1.16% | 1.48% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.13% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.04% | 0.09% | Q2 2010 | Q3 2023 | 10 |
LUMINUS MANAGEMENT LLC | 6 | 1 | 0.27% | 0.99% | 4.34% | Q2 2015 | Q2 2020 | 10 |
Bay Harbor Wealth Management, LLC | 10 | 10 | 0.00% | 0.06% | 0.11% | Q2 2019 | Q3 2021 | 10 |
Waratah Capital Advisors Ltd. | 6 | 1 | 0.13% | 2.57% | 6.85% | Q3 2013 | Q4 2020 | 10 |
Family Legacy, Inc. | 7 | 1 | 0.13% | 0.18% | 0.25% | Q1 2017 | Q4 2019 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Wellesley Investment Partners, LLC | 10 | 10 | 0.20% | 0.26% | 0.31% | Q3 2017 | Q4 2019 | 10 |
Corient Capital Partners, LLC | 4 | 1 | 0.25% | 0.52% | 0.81% | Q1 2017 | Q2 2021 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Haverford Trust Co | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Intrua Financial, LLC | 9 | 1 | 0.10% | 0.53% | 0.83% | Q2 2020 | Q1 2023 | 10 |
Glenview Trust Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 10 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q4 2022 | 10 |
Connolly Sarah T. | 10 | 10 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q2 2023 | 10 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5 | 1 | 0.08% | 0.10% | 0.14% | Q1 2017 | Q3 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
NOVARE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.04% | 0.36% | 0.49% | Q1 2017 | Q3 2020 | 10 |
MHI Funds, LLC | 10 | 10 | 0.23% | 1.36% | 2.27% | Q4 2017 | Q1 2020 | 10 |
Strategic Wealth Investment Group, LLC | 9 | 1 | 0.07% | 0.11% | 0.27% | Q4 2019 | Q4 2022 | 10 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 4 | 0.02% | 0.17% | 0.35% | Q4 2020 | Q3 2023 | 10 |
SPROTT INC. | 10 | 10 | 0.39% | 1.32% | 2.25% | Q1 2015 | Q2 2017 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 10 |
Rosenberg Matthew Hamilton | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Spotlight Asset Group, Inc. | 8 | 2 | 0.11% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 10 |
Qtron Investments LLC | 10 | 10 | 0.10% | 0.26% | 0.36% | Q4 2019 | Q1 2022 | 10 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 8 | 2 | 0.04% | 0.06% | 0.16% | Q3 2016 | Q1 2019 | 10 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.05% | 0.20% | Q4 2013 | Q3 2023 | 10 |
Hennion & Walsh Asset Management, Inc. | 10 | 10 | 0.02% | 0.15% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 9 |
CARDEROCK CAPITAL MANAGEMENT INC | 9 | 9 | 0.27% | 0.31% | 0.34% | Q2 2013 | Q2 2015 | 9 |
SkyView Investment Advisors, LLC | 7 | 2 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q1 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2021 | 9 |
InTrack Investment Management Inc | 5 | 4 | 0.15% | 0.23% | 0.47% | Q1 2021 | Q4 2023 | 9 |
Mount Yale Investment Advisors, LLC | 9 | 9 | 0.06% | 0.10% | 0.12% | Q1 2018 | Q1 2020 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 9 |
Old Port Advisors | 8 | 1 | 0.32% | 0.47% | 0.56% | Q2 2021 | Q3 2023 | 9 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2019 | 9 |
Meristem Family Wealth, LLC | 5 | 4 | 0.02% | 0.07% | 0.15% | Q1 2019 | Q1 2022 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Trust Co of Kansas | 9 | 9 | 2.19% | 3.96% | 4.64% | Q3 2021 | Q3 2023 | 9 |
Harbour Capital Advisors, LLC | 8 | 1 | 0.01% | 0.51% | 0.67% | Q3 2013 | Q1 2017 | 9 |
GAM Holding AG | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2019 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.97% | 1.19% | 1.41% | Q4 2020 | Q4 2022 | 9 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 9 |
PARK NATIONAL CORP /OH/ | 9 | 9 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q1 2019 | 9 |
Latitude Advisors, LLC | 6 | 1 | 0.17% | 0.53% | 0.91% | Q4 2020 | Q3 2023 | 9 |
Wills Financial Group, Inc. | 9 | 9 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q2 2023 | 9 |
CastleArk Alternatives, LLC | 8 | 1 | 0.02% | 1.34% | 3.22% | Q1 2019 | Q3 2021 | 9 |
Banque Cantonale Vaudoise | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
SECURIAN ASSET MANAGEMENT, INC | 9 | 9 | 0.01% | 0.06% | 0.07% | Q2 2020 | Q2 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Visionary Asset Management, Inc. | 7 | 2 | 0.00% | 0.11% | 0.20% | Q2 2014 | Q4 2018 | 9 |
BARINGS LLC | 9 | 9 | 0.06% | 0.15% | 0.42% | Q1 2019 | Q1 2021 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Walkner Condon Financial Advisors LLC | 6 | 3 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q2 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.04% | 0.15% | Q3 2021 | Q3 2023 | 9 |
XML Financial, LLC | 5 | 1 | 0.06% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 9 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
WHALEROCK POINT PARTNERS, LLC | 5 | 4 | 0.07% | 0.11% | 0.16% | Q1 2017 | Q4 2019 | 9 |
Sugarloaf Wealth Management, LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 9 |
Russell Clark Investment Management Ltd | 9 | 9 | 0.70% | 1.09% | 1.50% | Q3 2019 | Q3 2021 | 9 |
VESTOR CAPITAL, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 9 |
AMERICAN FINANCIAL GROUP INC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q4 2020 | 9 |
MADISON WEALTH MANAGEMENT | 8 | 1 | 0.10% | 0.38% | 1.65% | Q4 2019 | Q4 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.13% | 0.26% | Q3 2021 | Q3 2023 | 9 |
TRUST CO OF VIRGINIA /VA | 7 | 2 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q3 2023 | 9 |
WHITE PINE CAPITAL LLC | 7 | 2 | 0.07% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 9 |
Stokes Family Office, LLC | 8 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 9 |
WOLFF WIESE MAGANA LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MIDAS MANAGEMENT CORP | 6 | 3 | 0.40% | 0.91% | 1.38% | Q4 2013 | Q2 2019 | 9 |
Camarda Financial Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q2 2019 | 9 |
SpiderRock Advisors, LLC | 3 | 2 | 0.00% | 0.05% | 0.27% | Q1 2017 | Q4 2020 | 9 |
Fairhaven Wealth Management, LLC | 6 | 3 | 0.31% | 0.50% | 0.78% | Q1 2019 | Q3 2022 | 9 |
Act Two Investors LLC | 8 | 1 | 0.06% | 5.01% | 6.34% | Q4 2018 | Q3 2023 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.89% | 1.04% | 1.21% | Q4 2021 | Q4 2023 | 9 |
Abundance Wealth Counselors | 6 | 1 | 0.16% | 0.31% | 0.43% | Q4 2020 | Q3 2023 | 9 |
Live Your Vision, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 9 | 9 | 0.14% | 0.32% | 0.42% | Q1 2017 | Q1 2019 | 9 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
McQueen, Ball & Associates Inc. | 8 | 8 | 0.80% | 0.99% | 1.20% | Q1 2017 | Q4 2018 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.11% | 0.31% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.03% | 0.16% | 0.58% | Q4 2017 | Q3 2019 | 8 |
Catamount Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 8 |
Cook Street Consulting, Inc. | 8 | 8 | 98.42% | 98.78% | 99.10% | Q4 2021 | Q3 2023 | 8 |
Stockman Wealth Management, Inc. | 6 | 1 | 0.04% | 0.11% | 0.18% | Q3 2018 | Q1 2022 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.38% | 0.46% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q2 2023 | 8 |
ISTHMUS PARTNERS, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2021 | 8 |
Freedom Day Solutions, LLC | 7 | 1 | 0.48% | 1.03% | 2.05% | Q4 2017 | Q4 2019 | 8 |
Covea Finance | 7 | 1 | 0.05% | 0.88% | 1.59% | Q4 2021 | Q4 2023 | 8 |
DCM Advisors, LLC | 8 | 8 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 0.31% | 0.43% | 0.56% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SFMG, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 8 | 8 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.20% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q3 2021 | 8 |
FORA Capital, LLC | 3 | 1 | 0.02% | 0.15% | 0.32% | Q4 2019 | Q1 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Clear Creek Financial Management, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 7 | 1 | 0.02% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Spectrum Management Group, LLC | 7 | 1 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q4 2019 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.24% | 0.29% | 0.34% | Q2 2013 | Q1 2015 | 8 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q1 2022 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.00% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.84% | 1.17% | 1.36% | Q4 2021 | Q3 2023 | 8 |
TEACHERS ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 8 |
Investment Research & Advisory Group, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Essex Private Wealth Management, LLC | 8 | 8 | 0.30% | 0.60% | 0.96% | Q4 2019 | Q3 2021 | 8 |
Powell Investment Advisors, LLC | 7 | 1 | 0.12% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Anson Funds Management LP | 4 | 1 | 0.04% | 0.30% | 0.65% | Q2 2020 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.61% | 1.11% | 1.68% | Q4 2021 | Q3 2023 | 8 |
Cohen Capital Management, Inc. | 8 | 8 | 0.07% | 0.14% | 0.55% | Q1 2017 | Q4 2018 | 8 |
TI-TRUST, INC | 8 | 8 | 0.60% | 0.72% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Lourd Capital, LLC | 8 | 8 | 0.03% | 0.06% | 0.13% | Q1 2017 | Q4 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CEDAR CAPITAL, LLC | 8 | 8 | 0.16% | 0.37% | 0.57% | Q3 2018 | Q2 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 1.43% | 1.60% | 1.81% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.10% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.06% | 0.16% | 0.27% | Q4 2021 | Q3 2023 | 8 |
CENTRAL BANK & TRUST CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 8 |
ERn Financial, LLC | 6 | 2 | 0.09% | 0.19% | 0.41% | Q4 2018 | Q2 2023 | 8 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 8 | 8 | 0.05% | 0.19% | 0.88% | Q3 2017 | Q2 2019 | 8 |
Fort Sheridan Advisors LLC | 6 | 1 | 0.20% | 0.29% | 0.47% | Q4 2019 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Whetstone Capital Advisors, LLC | 8 | 8 | 2.41% | 3.15% | 3.75% | Q4 2015 | Q3 2017 | 8 |
Eagle Bay Advisors LLC | 6 | 1 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.60% | 1.12% | 1.87% | Q4 2021 | Q3 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 0.23% | 0.38% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.32% | 0.36% | 0.39% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 2.25% | 2.94% | 3.25% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.06% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 0.01% | 0.62% | 1.48% | Q2 2013 | Q1 2015 | 8 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 8 | 8 | 0.25% | 0.44% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Pendal Group Ltd | 8 | 8 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Trek Financial, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.23% | 0.44% | 0.56% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.38% | 0.49% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
VisionPoint Advisory Group, LLC | 7 | 1 | 0.13% | 0.17% | 0.21% | Q2 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wealth Alliance Advisory Group, LLC | 8 | 8 | 0.18% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
CAAS CAPITAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.11% | 0.38% | Q1 2020 | Q4 2020 | 8 |
Parkwood LLC | 7 | 1 | 0.06% | 0.71% | 1.23% | Q1 2017 | Q3 2023 | 8 |
InterOcean Capital, LLC | 5 | 3 | 0.06% | 0.09% | 0.15% | Q3 2014 | Q3 2016 | 8 |
Tevis Investment Management | 8 | 8 | 1.43% | 1.72% | 1.95% | Q4 2021 | Q3 2023 | 8 |
SIR Capital Management, L.P. | 3 | 1 | 0.61% | 2.46% | 4.43% | Q4 2014 | Q3 2018 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Acorn Wealth Advisors, LLC | 5 | 3 | 0.02% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2021 | 8 |
CHICAGO TRUST Co NA | 4 | 1 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q4 2021 | 8 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
SHELTON CAPITAL MANAGEMENT | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2019 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2019 | 7 |
EDMP, INC. | 7 | 7 | 0.28% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
&PARTNERS | 7 | 7 | 0.38% | 0.98% | 1.14% | Q4 2018 | Q2 2020 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
GATEWAY INVESTMENT ADVISERS LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2022 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 1 | 0.13% | 0.23% | 0.37% | Q1 2013 | Q2 2015 | 7 |
Natixis Investment Managers International | 3 | 1 | 0.01% | 0.02% | 0.09% | Q2 2014 | Q3 2018 | 7 |
WEST BANCORPORATION INC | 4 | 3 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2022 | 7 |
CLEARARC CAPITAL INC | 7 | 7 | 0.09% | 0.14% | 0.28% | Q1 2017 | Q3 2018 | 7 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Truehand, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
FRONTIER INVESTMENT MGMT CO | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2020 | 7 |
Forest Hill Capital, LLC | 7 | 7 | 0.14% | 0.23% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Bridgewater Associates | 6 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q2 2015 | 7 |
Ballentine Partners, LLC | 6 | 1 | 0.01% | 0.06% | 0.08% | Q3 2018 | Q2 2023 | 7 |
Aureus Asset Management, LLC | 6 | 1 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2018 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.17% | 0.21% | 0.24% | Q3 2021 | Q1 2023 | 7 |
Arlington Partners LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 7 |
Rodgers Brothers Inc. | 7 | 7 | 0.15% | 0.23% | 0.30% | Q3 2018 | Q1 2020 | 7 |
WealthTrust-Arizona, LLC | 4 | 3 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q1 2017 | 7 |
Harvest Fund Advisors LLC | 6 | 1 | 0.00% | 4.91% | 11.25% | Q3 2017 | Q1 2020 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 7 |
MU Investments Co., Ltd. | 4 | 3 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q4 2017 | 7 |
Nikko Asset Management Americas, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 7 |
EdgePoint Investment Group Inc. | 6 | 1 | 0.01% | 0.28% | 0.66% | Q1 2018 | Q1 2021 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
ETRADE Capital Management LLC | 7 | 7 | 0.01% | 0.08% | 0.11% | Q1 2019 | Q3 2020 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q3 2015 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.18% | 0.46% | Q4 2020 | Q1 2023 | 7 |
TAYLOR ASSET MANAGEMENT INC | 5 | 2 | 0.66% | 1.79% | 6.37% | Q4 2015 | Q2 2018 | 7 |
Osher Van de Voorde Investment Management | 7 | 7 | 2.69% | 3.47% | 3.88% | Q2 2018 | Q4 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.05% | 0.23% | 0.46% | Q4 2016 | Q2 2018 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.22% | 0.34% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
American Money Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Farmers National Bank | 5 | 2 | 0.18% | 0.22% | 0.28% | Q2 2017 | Q2 2019 | 7 |
Moisand Fitzgerald Tamayo, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Arcus Capital Partners, LLC | 4 | 1 | 0.00% | 0.09% | 0.13% | Q1 2018 | Q4 2022 | 7 |
Yellowstone Partners, LLC | 5 | 2 | 0.10% | 0.17% | 0.24% | Q3 2015 | Q4 2017 | 7 |
CGOV Asset Management | 7 | 7 | 1.53% | 4.15% | 6.54% | Q3 2016 | Q1 2018 | 7 |
Morse Asset Management, Inc | 4 | 1 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q1 2019 | 7 |
DeDora Capital, Inc. | 6 | 1 | 0.26% | 0.50% | 0.73% | Q4 2017 | Q2 2020 | 7 |
Gryphon Financial Partners LLC | 3 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q2 2020 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.07% | 0.16% | 0.31% | Q4 2019 | Q3 2023 | 7 |
MIROVA | 7 | 7 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q2 2020 | 7 |
Brendel Financial Advisors LLC | 6 | 1 | 1.10% | 2.71% | 4.56% | Q2 2021 | Q3 2023 | 7 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Carolina Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
PBMares Wealth Management LLC | 4 | 3 | 0.08% | 0.10% | 0.15% | Q3 2021 | Q2 2023 | 7 |
DOHJ, LLC | 7 | 7 | 0.10% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
HighMark Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
Stonebridge Financial Planning Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Mine & Arao Wealth Creation & Management, LLC. | 7 | 7 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.24% | 0.86% | Q4 2019 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 7 |
Berger Financial Group, Inc | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2022 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q3 2022 | 7 |
Goepper Burkhardt LLC | 7 | 7 | 0.16% | 0.18% | 0.21% | Q4 2020 | Q2 2022 | 7 |
Thrive Capital Management, LLC | 7 | 7 | 0.13% | 0.29% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Granby Capital Management, LLC | 7 | 7 | 0.72% | 1.96% | 2.96% | Q2 2021 | Q4 2022 | 7 |
Keystone Financial Services | 7 | 7 | 0.23% | 0.41% | 0.53% | Q4 2021 | Q2 2023 | 7 |
FourThought Financial, LLC | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Border to Coast Pensions Partnership Ltd | 7 | 7 | 0.72% | 1.08% | 1.37% | Q1 2022 | Q3 2023 | 7 |
Accurate Wealth Management, LLC | 7 | 7 | 0.09% | 0.15% | 0.26% | Q1 2022 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.27% | 0.29% | 0.33% | Q3 2021 | Q2 2023 | 7 |
Cross Staff Investments Inc | 7 | 7 | 0.21% | 0.25% | 0.29% | Q4 2021 | Q2 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Stonegate Investment Group, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.61% | 0.75% | 0.89% | Q1 2022 | Q3 2023 | 7 |
Sonora Investment Management Group, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
KRS Capital Management, LLC | 4 | 3 | 0.15% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
LOOMIS SAYLES & CO L P | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 7 |
ORRSTOWN FINANCIAL SERVICES INC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
PDS Planning, Inc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
PAYDEN & RYGEL | 5 | 2 | 0.00% | 0.85% | 1.31% | Q4 2015 | Q4 2022 | 7 |
HERBST GROUP, LLC | 6 | 6 | 0.19% | 0.30% | 0.37% | Q2 2022 | Q3 2023 | 6 |
ASSET ADVISORS CORP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 6 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
LGT Group Foundation | 6 | 6 | 0.14% | 0.30% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Lavaca Capital LLC | 6 | 6 | 0.20% | 0.26% | 0.30% | Q4 2018 | Q1 2020 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Integrated Wealth Management | 5 | 1 | 0.02% | 0.07% | 0.26% | Q3 2015 | Q1 2017 | 6 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 1.61% | 4.71% | Q4 2013 | Q2 2023 | 6 |
Cullen Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WCG Wealth Advisors LLC | 4 | 1 | 0.03% | 0.29% | 0.64% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Winthrop Partners - WNY, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Essex Financial Services, Inc. | 4 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
HAZLETT, BURT & WATSON, INC. | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 6 | 6 | 0.22% | 0.24% | 0.30% | Q4 2018 | Q1 2020 | 6 |
Crow Point Partners, LLC | 3 | 3 | 0.82% | 0.93% | 1.03% | Q1 2014 | Q3 2015 | 6 |
FCG ADVISORS, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q1 2019 | Q2 2020 | 6 |
Saturna Capital CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 6 |
CANANDAIGUA NATIONAL CORP | 6 | 6 | 0.03% | 0.26% | 0.51% | Q3 2021 | Q4 2022 | 6 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 6 | 6 | 0.61% | 0.64% | 0.68% | Q4 2018 | Q1 2020 | 6 |
PEG CAPITAL MANAGEMENT INC /NH/ | 6 | 6 | 0.22% | 0.23% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Laurel Grove Capital, LLC | 6 | 6 | 0.19% | 0.43% | 0.78% | Q2 2017 | Q3 2018 | 6 |
Ethic Inc. | 3 | 3 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2022 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Homrich & Berg | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2021 | 6 |
West Family Investments, Inc. | 6 | 6 | 0.08% | 0.12% | 0.13% | Q2 2021 | Q3 2022 | 6 |
Corsicana & Co. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
NewSquare Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Curi Wealth Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Lloyd Advisory Services, LLC. | 3 | 1 | 0.07% | 0.10% | 0.15% | Q4 2019 | Q4 2021 | 6 |
REGATTA CAPITAL GROUP, LLC | 6 | 6 | 0.17% | 0.48% | 0.71% | Q2 2022 | Q3 2023 | 6 |
MASTRAPASQUA ASSET MANAGEMENT INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 6 |
CATAWBA CAPITAL MANAGEMENT /VA | 6 | 6 | 0.14% | 0.17% | 0.19% | Q1 2017 | Q2 2018 | 6 |
NEWGATE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.28% | 0.39% | 0.53% | Q4 2014 | Q1 2016 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Oxbow Advisors, LLC | 5 | 1 | 0.03% | 0.09% | 0.10% | Q4 2018 | Q1 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
THORNBURG INVESTMENT MANAGEMENT INC | 6 | 6 | 1.35% | 2.02% | 2.28% | Q2 2022 | Q3 2023 | 6 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 6 |
Terra Nova Asset Management LLC | 6 | 6 | 0.38% | 0.53% | 0.63% | Q4 2021 | Q1 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q3 2021 | 6 |
Eliot Finkel Investment Counsel, LLC | 6 | 6 | 1.03% | 1.38% | 2.12% | Q3 2018 | Q4 2019 | 6 |
Ninety One UK Ltd | 6 | 6 | 0.03% | 0.11% | 0.17% | Q1 2017 | Q2 2018 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 6 |
Golden State Equity Partners | 3 | 1 | 0.08% | 0.15% | 0.27% | Q2 2021 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Manning & Napier Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 1.60% | 1.83% | 1.92% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
MUFG Securities EMEA plc | 5 | 1 | 0.20% | 1.49% | 2.78% | Q1 2019 | Q2 2023 | 6 |
Column Capital Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Optiver Holding B.V. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2022 | Q3 2023 | 6 |
New England Research & Management, Inc. | 6 | 6 | 0.12% | 0.39% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Kavar Capital Partners, LLC | 4 | 2 | 0.02% | 0.14% | 0.22% | Q1 2018 | Q4 2019 | 6 |
Bank Pictet & Cie (Europe) AG | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 6 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 5 | 1 | 0.49% | 0.85% | 1.36% | Q4 2020 | Q3 2023 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.49% | 0.92% | 1.34% | Q2 2021 | Q4 2022 | 6 |
NBT BANK N A /NY | 5 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 6 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Souders Financial Advisors | 4 | 2 | 0.06% | 0.28% | 1.18% | Q1 2020 | Q2 2022 | 6 |
BEAM WEALTH ADVISORS, INC. | 5 | 1 | 0.19% | 0.25% | 0.32% | Q4 2019 | Q3 2021 | 6 |
TEALWOOD ASSET MANAGEMENT INC | 6 | 6 | 1.46% | 1.70% | 1.85% | Q1 2017 | Q2 2018 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 6 |
Stamos Capital Partners, L.P. | 4 | 2 | 0.08% | 0.44% | 0.83% | Q4 2021 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Vise Technologies, Inc. | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
SlateStone Wealth, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 6 |
Intersect Capital LLC | 6 | 6 | 0.04% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.00% | 0.08% | 0.14% | Q4 2020 | Q4 2022 | 6 |
CAPITAL ADVISORS INC/OK | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 6 |
Clark Capital Management Group, Inc. | 6 | 6 | 0.34% | 0.68% | 0.95% | Q3 2019 | Q4 2020 | 6 |
FirstPurpose Wealth LLC | 4 | 2 | 0.13% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 6 |
TEXAS CAPITAL BANCSHARES INC/TX | 6 | 6 | 0.18% | 0.25% | 0.40% | Q2 2013 | Q3 2014 | 6 |
Riverview Capital Advisers, LLC | 6 | 6 | 0.64% | 0.78% | 0.91% | Q2 2022 | Q3 2023 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.16% | Q1 2017 | Q2 2018 | 6 |
FAIRFIELD, BUSH & CO. | 3 | 1 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q2 2023 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Allred Capital Management, LLC | 4 | 1 | 0.06% | 0.12% | 0.16% | Q1 2019 | Q1 2022 | 6 |
StrongBox Wealth, LLC | 6 | 6 | 0.12% | 0.18% | 0.20% | Q2 2021 | Q3 2022 | 6 |
ARGUS INVESTORS' COUNSEL, INC. | 6 | 6 | 0.21% | 0.30% | 0.36% | Q1 2022 | Q2 2023 | 6 |
180 WEALTH ADVISORS, LLC | 5 | 1 | 0.05% | 0.08% | 0.22% | Q4 2017 | Q2 2022 | 6 |
Campbell & CO Investment Adviser LLC | 4 | 2 | 0.06% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.23% | 0.28% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.19% | 0.37% | Q1 2021 | Q3 2023 | 6 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q1 2021 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 2.01% | 2.65% | 3.82% | Q4 2021 | Q4 2022 | 5 |
BANCED CORP | 5 | 5 | 0.23% | 0.35% | 0.44% | Q3 2013 | Q3 2014 | 5 |
Blue Barn Wealth, LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q4 2022 | 5 |
National Pension Service | 4 | 1 | 0.28% | 0.34% | 0.38% | Q4 2016 | Q1 2020 | 5 |
PineBridge Investments, L.P. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 5 |
FORSTA AP-FONDEN | 2 | 1 | 0.17% | 0.76% | 1.60% | Q1 2017 | Q4 2019 | 5 |
SNS Financial Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.05% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 5 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.17% | 0.80% | Q1 2017 | Q3 2023 | 5 |
Plancorp, LLC | 5 | 5 | 0.72% | 0.81% | 0.85% | Q4 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.09% | 0.12% | Q4 2021 | Q4 2022 | 5 |
SEEYOND | 3 | 1 | 0.01% | 0.16% | 0.24% | Q1 2019 | Q4 2022 | 5 |
Holocene Advisors, LP | 4 | 1 | 0.01% | 0.20% | 0.45% | Q1 2020 | Q3 2023 | 5 |
NORTH STAR ASSET MANAGEMENT INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Quaero Capital S.A. | 5 | 5 | 0.62% | 0.74% | 0.80% | Q2 2022 | Q2 2023 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.05% | 0.06% | 0.09% | Q3 2019 | Q3 2020 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.66% | 0.80% | 1.02% | Q4 2018 | Q4 2019 | 5 |
Fractal Investments LLC | 3 | 2 | 0.88% | 1.12% | 1.38% | Q2 2022 | Q3 2023 | 5 |
Stack Financial Management, Inc | 5 | 5 | 1.54% | 1.74% | 1.91% | Q1 2017 | Q1 2018 | 5 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.25% | 0.48% | 0.70% | Q3 2015 | Q3 2016 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.05% | 0.11% | Q1 2017 | Q2 2023 | 5 |
Fairholme Capital Management | 5 | 5 | 0.66% | 0.96% | 1.25% | Q4 2020 | Q4 2021 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.24% | 1.14% | Q2 2017 | Q3 2023 | 5 |
Enterprise Trust & Investment Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
ADAMS NATURAL RESOURCES FUND, INC. | 5 | 5 | 0.34% | 0.76% | 0.89% | Q1 2017 | Q1 2018 | 5 |
Kimelman & Baird, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q2 2018 | 5 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.13% | 0.55% | 1.94% | Q4 2018 | Q2 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Opus Capital Group, LLC | 5 | 5 | 0.05% | 0.14% | 0.20% | Q1 2017 | Q1 2018 | 5 |
Gratus Capital, LLC | 4 | 1 | 0.66% | 0.85% | 1.18% | Q4 2017 | Q2 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 5 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2019 | 5 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q1 2017 | Q1 2018 | 5 |
KENFARB & CO. | 5 | 5 | 0.11% | 0.14% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q3 2020 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.10% | 0.11% | 0.11% | Q1 2019 | Q1 2020 | 5 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 5 |
LeJeune Puetz Investment Counsel LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q1 2018 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.09% | 0.19% | Q4 2014 | Q1 2019 | 5 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
3G Capital Partners | 4 | 1 | 0.71% | 2.59% | 5.29% | Q4 2014 | Q3 2016 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q1 2018 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Resurgent Financial Advisors LLC | 4 | 1 | 0.10% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Avenir Corp | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q3 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
CSS LLC/IL | 4 | 4 | 0.00% | 0.10% | 0.22% | Q2 2014 | Q1 2015 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.34% | 0.50% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Avitas Wealth Management LLC | 3 | 2 | 0.74% | 0.79% | 0.85% | Q2 2018 | Q4 2019 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Tiller Private Wealth, Inc. | 5 | 5 | 0.13% | 0.15% | 0.22% | Q2 2021 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
DUALITY ADVISERS, LP | 5 | 5 | 0.19% | 0.45% | 0.61% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Summit Asset Management, LLC | 3 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 5 |
INTEGRAL DERIVATIVES, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2018 | 5 |
HITE Hedge Asset Management LLC | 3 | 1 | 0.19% | 1.83% | 5.40% | Q3 2015 | Q1 2022 | 5 |
DFPG INVESTMENTS, LLC | 4 | 1 | 0.06% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 5 |
VALLEY WEALTH MANAGERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
ROWLANDMILLER & PARTNERS.ADV | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2022 | 5 |
Chevy Chase Trust Holdings, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 5 |
C.V. Starr & Co., Inc. Trust | 5 | 5 | 1.09% | 1.27% | 1.69% | Q1 2019 | Q1 2020 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 1.75% | 2.57% | 4.81% | Q4 2020 | Q4 2021 | 5 |
MBA Advisors LLC | 5 | 5 | 0.12% | 0.14% | 0.19% | Q1 2021 | Q1 2022 | 5 |
RS CRUM INC. | 5 | 5 | 0.09% | 0.18% | 0.24% | Q4 2021 | Q4 2022 | 5 |
MONROE BANK & TRUST/MI | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2018 | 5 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q4 2021 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 1.02% | 1.12% | 1.24% | Q3 2022 | Q3 2023 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q1 2017 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.24% | 1.17% | 2.49% | Q4 2017 | Q4 2018 | 5 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Airain ltd | 2 | 1 | 0.03% | 0.12% | 0.29% | Q3 2015 | Q1 2017 | 5 |
44 WEALTH MANAGEMENT LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q1 2022 | 5 |
Cascade Investment Advisors, Inc. | 5 | 5 | 0.01% | 0.03% | 0.03% | Q2 2019 | Q2 2020 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.17% | 0.21% | 0.25% | Q2 2022 | Q3 2023 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2020 | 5 |
AQR Arbitrage LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Concorde Asset Management, LLC | 3 | 2 | 0.13% | 0.59% | 1.03% | Q1 2019 | Q3 2021 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
SG3 Management, LLC | 3 | 2 | 0.10% | 0.19% | 0.31% | Q1 2017 | Q2 2019 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
TRAVELERS COMPANIES, INC. | 5 | 5 | 0.91% | 1.07% | 1.18% | Q2 2013 | Q2 2014 | 5 |
Biltmore Family Office, LLC | 2 | 1 | 0.04% | 0.22% | 0.41% | Q4 2017 | Q2 2023 | 5 |
STEPH & CO | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2020 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.28% | 0.34% | 0.41% | Q4 2021 | Q4 2022 | 5 |
DENVER INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
Institute for Wealth Management, LLC. | 3 | 2 | 0.05% | 0.07% | 0.13% | Q1 2019 | Q2 2020 | 5 |
Gibraltar Capital Management, Inc. | 5 | 5 | 0.24% | 0.30% | 0.37% | Q2 2021 | Q2 2022 | 5 |
Salomon & Ludwin, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.23% | 0.26% | 0.30% | Q2 2019 | Q2 2020 | 5 |
First Capital Advisors Group, LLC. | 3 | 1 | 0.10% | 0.15% | 0.22% | Q4 2018 | Q2 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2019 | Q4 2019 | 4 |
Wealth Advisors of Iowa, LLC | 4 | 4 | 0.21% | 0.31% | 0.41% | Q3 2021 | Q2 2022 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2017 | Q2 2018 | 4 |
FOURPOINTS Investment Managers, S.A.S. | 4 | 4 | 0.34% | 0.63% | 1.03% | Q4 2014 | Q3 2015 | 4 |
Five Oceans Advisors | 4 | 4 | 0.13% | 0.16% | 0.19% | Q3 2022 | Q2 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2017 | 4 |
STALEY CAPITAL ADVISERS INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.95% | 1.33% | 1.55% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOWLAND CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.25% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2017 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.26% | 0.30% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q1 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Holdings,LLC | 4 | 4 | 0.19% | 0.29% | 0.36% | Q1 2015 | Q4 2015 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.30% | 0.36% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.12% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Zurich Insurance Group Ltd/FI | 3 | 1 | 0.03% | 0.22% | 0.68% | Q3 2018 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Platform Technology Partners | 3 | 1 | 0.10% | 0.17% | 0.23% | Q4 2019 | Q2 2021 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 0.58% | 1.01% | 1.44% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.66% | 0.73% | 0.81% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.72% | 0.81% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 3.22% | 3.46% | 3.69% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.56% | 0.99% | 1.48% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.23% | 0.26% | 0.31% | Q4 2022 | Q3 2023 | 4 |
LifePro Asset Management | 4 | 4 | 0.10% | 0.17% | 0.21% | Q4 2021 | Q3 2022 | 4 |
TRILLIUM ASSET MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.14% | 0.21% | 0.26% | Q1 2019 | Q2 2023 | 4 |
Neuberger Berman Canada ULC | 4 | 4 | 0.65% | 1.29% | 1.76% | Q3 2014 | Q2 2015 | 4 |
New Hampshire Trust | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Stokes & Hubbell Capital Management, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q1 2019 | 4 |
Lombard Odier Transatlantic Ltd | 4 | 4 | 0.03% | 0.05% | 0.05% | Q4 2015 | Q3 2016 | 4 |
Landmark Bank | 4 | 4 | 0.05% | 0.12% | 0.15% | Q1 2019 | Q4 2019 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
TOBAM | 4 | 4 | 0.01% | 0.05% | 0.08% | Q4 2014 | Q3 2015 | 4 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q2 2021 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.78% | 0.94% | 1.13% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q3 2021 | Q2 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Financial Avengers, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.72% | 0.78% | 0.82% | Q2 2022 | Q1 2023 | 4 |
Versor Investments LP | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q2 2022 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.09% | 0.16% | 0.25% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q1 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.09% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.13% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Advisory Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BLACKHILL CAPITAL INC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2017 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.08% | 0.18% | 0.24% | Q1 2017 | Q4 2017 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Industrial Alliance Investment Management Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
ELCO Management Co., LLC | 3 | 1 | 0.18% | 0.22% | 0.28% | Q1 2017 | Q4 2021 | 4 |
SEI TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Harfst & Associates, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q1 2017 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2020 | 4 |
Evanson Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 4 |
C WorldWide Group Holding A/S | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2015 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q4 2017 | 4 |
REGENTATLANTIC CAPITAL LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 4 |
Susquehanna International Group Ltd. | 4 | 4 | 0.09% | 0.27% | 0.54% | Q2 2021 | Q1 2022 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.19% | 0.24% | 0.28% | Q4 2017 | Q3 2018 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 0.28% | 0.45% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 4 |
Geneva Advisors, LLC | 2 | 2 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q2 2017 | 4 |
Avestar Capital, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 4 |
Curbstone Financial Management Corp | 3 | 1 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q4 2019 | 4 |
Bienville Capital Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2017 | 4 |
Abacus Planning Group, Inc. | 3 | 1 | 0.06% | 0.07% | 0.11% | Q4 2019 | Q4 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 1.05% | 1.19% | 1.33% | Q4 2022 | Q3 2023 | 4 |
Summit Global Investments | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Lee Financial Group Hawaii, Inc. | 4 | 4 | 0.67% | 0.78% | 0.89% | Q2 2019 | Q1 2020 | 4 |
Gibson Wealth Advisors LLC | 4 | 4 | 0.13% | 0.20% | 0.24% | Q1 2022 | Q4 2022 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.07% | 0.16% | 0.22% | Q4 2018 | Q3 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
FIRST NATIONAL TRUST CO | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2022 | 4 |
Destination Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CIBC BANK USA | 3 | 1 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2019 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 2.16% | 2.43% | 2.59% | Q4 2022 | Q3 2023 | 4 |
SUMMIT FINANCIAL GROUP, INC. | 4 | 4 | 0.17% | 0.23% | 0.27% | Q2 2017 | Q1 2018 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BECKER CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Investmark Advisory Group LLC | 3 | 1 | 0.15% | 0.22% | 0.30% | Q4 2021 | Q4 2022 | 4 |
1620 INVESTMENT ADVISORS, INC. | 3 | 1 | 0.23% | 0.31% | 0.48% | Q2 2022 | Q2 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Integrated Investment Consultants, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Welch Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2019 | 4 |
Charles Schwab Trust Co | 4 | 4 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Beck Bode, LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q2 2021 | 4 |
TELEMUS CAPITAL, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.05% | 0.10% | 0.16% | Q3 2014 | Q3 2016 | 4 |
Blueprint Investment Partners LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 4 |
New England Private Wealth Advisors LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q3 2019 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.80% | 1.88% | 2.45% | Q4 2022 | Q3 2023 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2013 | Q3 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q4 2022 | 4 |
CERTUITY, LLC | 3 | 1 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q1 2022 | 4 |
FIRST QUADRANT LLC/CA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.51% | 0.68% | 0.88% | Q4 2022 | Q3 2023 | 4 |
BANK OF THE WEST | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q4 2017 | 4 |
WINMILL & CO. INC | 4 | 4 | 0.33% | 0.38% | 0.43% | Q3 2019 | Q2 2020 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2019 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Aldebaran Capital, LLC | 4 | 4 | 1.59% | 1.77% | 1.89% | Q4 2022 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.28% | 0.41% | 0.47% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
FIRST NATIONAL BANK OF OMAHA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 4 |
Mariner Wealth Advisors-Cincinnati, LLC | 4 | 4 | 0.01% | 0.06% | 0.18% | Q1 2017 | Q4 2017 | 4 |
Edge Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
FNY Partners Fund LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 4 |
Jacobus Wealth Management, Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2017 | Q3 2017 | 3 |
Citizens Business Bank | 3 | 3 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2022 | 3 |
Lauer Wealth, LLC | 3 | 3 | 0.32% | 0.43% | 0.58% | Q1 2023 | Q3 2023 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 0.54% | 0.60% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Perpetual Ltd | 2 | 1 | 0.05% | 0.14% | 0.19% | Q2 2014 | Q2 2023 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 1.06% | 1.63% | 2.63% | Q1 2016 | Q3 2016 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Daiwa SB Investments Ltd. | 3 | 3 | 0.03% | 0.15% | 0.23% | Q1 2014 | Q3 2014 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.32% | 0.43% | 0.53% | Q3 2017 | Q1 2018 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.10% | 0.21% | 0.28% | Q3 2013 | Q3 2014 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2014 | Q3 2014 | 3 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 3 |
White Knight Strategic Wealth Advisors, LLC | 3 | 3 | 0.29% | 0.44% | 0.60% | Q1 2023 | Q3 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2019 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.36% | 0.36% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q3 2021 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2022 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.44% | 0.52% | 0.58% | Q1 2021 | Q3 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.03% | 0.09% | 0.13% | Q4 2016 | Q3 2017 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.08% | 0.22% | Q1 2019 | Q3 2023 | 3 |
WRIGHT INVESTORS SERVICE INC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2016 | Q3 2016 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.10% | 0.14% | 0.20% | Q3 2019 | Q1 2020 | 3 |
West Branch Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
RGT Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Unigestion Holding SA | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 1.74% | 2.22% | 2.63% | Q2 2013 | Q4 2013 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.11% | 0.29% | 0.51% | Q1 2021 | Q4 2021 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Lester Murray Antman dba SimplyRich | 2 | 1 | 0.08% | 0.20% | 0.45% | Q4 2017 | Q2 2022 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 3 |
FCA CORP /TX | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2013 | Q1 2014 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Castleton Investment Management LLC | 2 | 1 | 0.98% | 1.70% | 2.80% | Q4 2017 | Q4 2018 | 3 |
Yaupon Capital Management LP | 3 | 3 | 0.73% | 2.59% | 4.43% | Q1 2021 | Q3 2021 | 3 |
Monte Financial Group, LLC | 2 | 1 | 0.19% | 0.22% | 0.25% | Q4 2017 | Q3 2018 | 3 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
PenderFund Capital Management Ltd. | 3 | 3 | 0.20% | 0.34% | 0.43% | Q4 2019 | Q2 2020 | 3 |
KHP Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Quantinno Capital Management LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.00% | 0.06% | 0.17% | Q4 2018 | Q2 2021 | 3 |
Teamwork Financial Advisors, LLC | 2 | 1 | 0.06% | 0.17% | 0.40% | Q4 2019 | Q1 2022 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST UNITED BANK & TRUST | 3 | 3 | 0.32% | 0.39% | 0.46% | Q1 2017 | Q3 2017 | 3 |
SOMERVILLE KURT F | 3 | 3 | 0.08% | 0.14% | 0.21% | Q1 2017 | Q3 2017 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2017 | Q3 2017 | 3 |
Personal Wealth Partners | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
RAY GERALD L & ASSOCIATES LTD | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2017 | Q3 2017 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.14% | 1.49% | 1.99% | Q3 2019 | Q1 2020 | 3 |
Grey Owl Capital Management, LLC | 3 | 3 | 2.11% | 2.27% | 2.45% | Q4 2013 | Q2 2014 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.06% | 0.16% | 0.22% | Q4 2017 | Q2 2018 | 3 |
Steinberg Global Asset Management | 3 | 3 | 0.50% | 0.57% | 0.67% | Q3 2018 | Q1 2019 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
GRANDFIELD & DODD, LLC | 3 | 3 | 0.05% | 0.44% | 0.92% | Q1 2017 | Q3 2017 | 3 |
Douglass Winthrop Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
CONNING INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q3 2017 | 3 |
First Financial Bank - Trust Division | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
Core Alternative Capital | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 3 |
Red Cedar Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q2 2021 | 3 |
First Eagle Investment Management, LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q3 2016 | Q1 2017 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
LVM CAPITAL MANAGEMENT LTD/MI | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q3 2017 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 3 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.55% | 0.61% | 0.71% | Q1 2017 | Q3 2017 | 3 |
Armbruster Capital Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 3 |
SHIKIAR ASSET MANAGEMENT INC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2017 | Q3 2017 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.20% | 0.28% | 0.41% | Q1 2023 | Q3 2023 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.11% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 3 |
HORIZON BANCORP INC /IN/ | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 3 |
PECONIC PARTNERS LLC | 2 | 1 | 0.04% | 0.21% | 0.43% | Q1 2014 | Q2 2022 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.03% | 0.18% | 0.28% | Q4 2016 | Q2 2017 | 3 |
Covington Investment Advisors Inc. | 2 | 1 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q4 2017 | 3 |
VERTEX ONE ASSET MANAGEMENT INC. | 3 | 3 | 0.85% | 1.62% | 2.19% | Q1 2019 | Q3 2019 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 3 |
Beach Investment Management, LLC. | 2 | 1 | 1.15% | 1.44% | 1.66% | Q2 2015 | Q2 2017 | 3 |
Spectrum Financial Alliance Ltd LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Hudson Bay Capital Management LP | 2 | 1 | 0.05% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 3 |
EQUITABLE TRUST CO | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.25% | 0.28% | 0.32% | Q3 2013 | Q1 2014 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q4 2013 | 3 |
1776 Wealth LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
LOWE BROCKENBROUGH & CO INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.13% | 0.15% | 0.17% | Q4 2017 | Q2 2018 | 3 |
GSB Wealth Management, LLC | 1 | 1 | 0.09% | 0.62% | 0.91% | Q4 2016 | Q1 2021 | 3 |
KGH Ltd | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q3 2018 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
COMMUNITY TRUST & INVESTMENT CO | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2017 | Q3 2017 | 3 |
Financial Engines Advisors L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Utah Retirement Systems | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Krilogy Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Rappaport Reiches Capital Management, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Veracity Capital LLC | 2 | 1 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2018 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.52% | 0.57% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 3 | 0.04% | 0.14% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Wilmington Trust, National Association | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q4 2022 | 3 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
MANA Advisors LLC | 2 | 1 | 1.15% | 1.56% | 1.96% | Q2 2019 | Q3 2020 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.09% | 0.16% | 0.23% | Q3 2016 | Q1 2017 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.29% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
PFG Advisors | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Clearstead Trust, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Main Street Research LLC | 3 | 3 | 1.66% | 2.05% | 2.51% | Q4 2022 | Q2 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Oslo Asset Management AS | 2 | 1 | 11.46% | 29.01% | 39.84% | Q3 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
DAVIDSON & GARRARD INC | 3 | 3 | 1.46% | 1.50% | 1.57% | Q1 2017 | Q3 2017 | 3 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.27% | 0.30% | 0.34% | Q2 2016 | Q3 2016 | 2 |
Intellectus Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.57% | 0.70% | 0.83% | Q3 2017 | Q4 2017 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.06% | 0.10% | 0.15% | Q3 2018 | Q1 2019 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q2 2021 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Athanor Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
20/20 Capital Management, Inc. | 2 | 2 | 0.24% | 0.27% | 0.31% | Q4 2019 | Q1 2020 | 2 |
NWAM LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Sciencast Management LP | 2 | 2 | 0.28% | 0.55% | 0.82% | Q1 2023 | Q2 2023 | 2 |
New Potomac Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
SWS Partners | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 2 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Spartan Planning & Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q4 2016 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 2 |
Full Sail Capital, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Financial & Tax Architects, LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q1 2021 | Q2 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.08% | 0.17% | Q1 2017 | Q4 2018 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Claro Advisors LLC | 1 | 1 | 0.11% | 0.14% | 0.16% | Q4 2018 | Q4 2019 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prosiris Capital Management LP | 2 | 2 | 2.13% | 4.39% | 6.64% | Q3 2015 | Q4 2015 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q3 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AHL Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.20% | 0.87% | 1.54% | Q1 2017 | Q2 2017 | 2 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Page Arthur B | 2 | 2 | 0.24% | 0.38% | 0.51% | Q1 2017 | Q2 2017 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q1 2021 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Columbia Asset Management | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2017 | Q2 2017 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cerebellum GP, LLC | 2 | 2 | 0.20% | 0.25% | 0.30% | Q2 2019 | Q3 2019 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2022 | 2 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
CORDA Investment Management, LLC. | 2 | 2 | 2.32% | 2.45% | 2.59% | Q1 2017 | Q2 2017 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BARR E S & CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Annandale Capital, LLC | 2 | 2 | 0.85% | 0.87% | 0.89% | Q4 2020 | Q1 2021 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Commonwealth Financial Services, LLC | 2 | 2 | 0.29% | 0.32% | 0.34% | Q4 2016 | Q1 2017 | 2 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.89% | 1.78% | Q4 2020 | Q2 2021 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q4 2018 | 2 |
Angeles Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.25% | 1.02% | 1.80% | Q2 2014 | Q4 2021 | 2 |
Iron Horse Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
IVC Wealth Advisors LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SUMITOMO LIFE INSURANCE CO | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2017 | Q2 2017 | 2 |
Allegiant Private Advisors, LLC | 2 | 2 | 0.04% | 0.09% | 0.13% | Q1 2021 | Q2 2021 | 2 |
KKR Credit Advisors (US) LLC | 2 | 2 | 2.26% | 2.34% | 2.41% | Q2 2013 | Q3 2013 | 2 |
Grand Central Investment Group | 2 | 2 | 0.97% | 1.08% | 1.19% | Q2 2022 | Q3 2022 | 2 |
TFG Asset Management GP Ltd | 2 | 2 | 0.31% | 0.34% | 0.37% | Q1 2019 | Q2 2019 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 2 |
AT Bancorp | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
ENCOMPASS WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Asset Allocation & Management Company, LLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q4 2019 | Q2 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
SageGuard Financial Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 5.00% | 5.13% | 5.26% | Q2 2013 | Q3 2013 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q2 2022 | Q3 2022 | 2 |
NJ State Employees Deferred Compensation Plan | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2017 | Q2 2017 | 2 |
HALSEY ASSOCIATES INC/CT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.07% | 0.21% | 0.35% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q1 2022 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 2 | 0.83% | 0.99% | 1.15% | Q4 2021 | Q1 2022 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.28% | 0.43% | 0.57% | Q2 2022 | Q3 2022 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
JDM Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Horizon Investment Services, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q4 2023 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.33% | 0.66% | 1.00% | Q1 2017 | Q2 2017 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 2 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2014 | Q2 2018 | 2 |
GENERAL AMERICAN INVESTORS CO INC | 2 | 2 | 0.22% | 0.33% | 0.44% | Q4 2020 | Q1 2021 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2018 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2013 | Q3 2013 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Passport Capital, LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2019 | Q2 2019 | 2 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 2 |
Kidder Stephen W | 2 | 2 | 0.25% | 0.38% | 0.50% | Q1 2017 | Q2 2017 | 2 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 2 |
Hills Bank & Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
FMA ADVISORY INC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q3 2021 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.12% | 0.21% | Q2 2013 | Q2 2014 | 2 |
P.A.W. CAPITAL CORP | 2 | 2 | 1.11% | 1.17% | 1.23% | Q2 2022 | Q3 2022 | 2 |
CURIAN CAPITAL LLC | 2 | 2 | 0.13% | 0.19% | 0.24% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
TOWER TRUST Co | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2013 | Q1 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.01% | 0.11% | 0.21% | Q1 2017 | Q2 2017 | 2 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q4 2013 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Asset Management One Co., Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q4 2017 | Q1 2018 | 2 |
CARLSON CAPITAL L P | 1 | 1 | 0.03% | 0.22% | 0.41% | Q2 2013 | Q3 2020 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 2 |
Point72 Europe (London) LLP | 2 | 2 | 0.44% | 1.06% | 1.68% | Q2 2023 | Q3 2023 | 2 |
Dai-ichi Life Insurance Company, Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Worth Venture Partners, LLC | 1 | 1 | 0.04% | 0.14% | 0.25% | Q1 2017 | Q3 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.13% | 0.25% | Q2 2018 | Q3 2021 | 2 |
Benson Investment Management Company, Inc. | 1 | 1 | 2.09% | 2.15% | 2.20% | Q1 2018 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q4 2016 | Q1 2017 | 2 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
XR Securities LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Brown Miller Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Resolute Capital Asset Partners LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q3 2023 | Q3 2023 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q1 2022 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 6.02% | 6.02% | 6.02% | 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 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
AEGON ASSET MANAGEMENT UK PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Opera Trading Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Members Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
NORTHERN TRUST CO OF CONNECTICUT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Truadvice, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2014 | Q2 2014 | 1 |
United Community Bank | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2014 | Q4 2014 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2015 | Q1 2015 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CLIFFORD CAPITAL PARTNERS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
BP PLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
IFM Investors Pty Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q3 2013 | Q3 2013 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
F&V Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Bank OZK | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 4.71% | 4.71% | 4.71% | Q3 2020 | Q3 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bernicke Wealth Management, Ltd. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2020 | Q2 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Beutel, Goodman & Co Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Deep Basin Capital LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2020 | Q1 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
LMR Partners LLP | 1 | 1 | 2.95% | 2.95% | 2.95% | Q1 2017 | Q1 2017 | 1 |
Live Oak Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Rokos Capital Management LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 2.78% | 2.78% | 2.78% | Q3 2016 | Q3 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Scoria Capital Partners LP | 1 | 1 | 4.40% | 4.40% | 4.40% | Q1 2017 | Q1 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
IBERIABANK CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2018 | Q4 2018 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2011 | Q4 2011 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2016 | Q3 2016 | 1 |
Dempze Nancy E | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2017 | Q1 2017 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Notis-McConarty Edward | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2017 | Q1 2017 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Franklin Square Holdings, L.P. | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2018 | Q1 2018 | 1 |
Broderick Brian C | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2017 | Q1 2017 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
Maple-Brown Abbott Ltd | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2018 | Q4 2018 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Waterfront Wealth Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Power Corp of Canada | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2013 | Q2 2013 | 1 |
New Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Port Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MARSHWINDS ADVISORY CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Capstone Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
OSSIAM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Trust Asset Management LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q4 2018 | Q4 2018 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Zions Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2021 | Q2 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2023 | Q3 2023 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2013 | Q4 2013 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2015 | Q1 2015 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2017 | Q3 2017 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2018 | Q2 2018 | 1 |
Tech Square Trading LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2019 | Q1 2019 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
CLEAR INVESTMENT RESEARCH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Avondale Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Kula Investments, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
William Allan Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SEVEN GRAND MANAGERS, LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2023 | Q3 2023 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2018 | Q4 2018 | 1 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
PRIVATE ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EHP Funds Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Supplemental Annuity Collective Trust of NJ | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2017 | Q1 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bromfield Sneider Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
State of New Jersey Common Pension Fund D | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PARADIGM ASSET MANAGEMENT CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Horizons Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2017 | Q1 2017 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Heathbridge Capital Management Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 5.32% | 5.32% | 5.32% | Q1 2015 | Q1 2015 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2013 | Q2 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Bell Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Fayerweather Charles | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2017 | Q1 2017 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Praesidis Advisors LLC | 1 | 1 | 13.35% | 13.35% | 13.35% | Q2 2013 | Q2 2013 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own ENBRIDGE INC or have owned ENBRIDGE INC in the past.