Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 44 |
Citadel Advisors | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 42 |
Anchor Investment Management, LLC | 32 | 32 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q4 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
PEAK6 Investments LLC | 7 | 5 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q1 2023 | 26 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Arkadios Wealth Advisors | 16 | 16 | 0.05% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
DnB Asset Management AS | 16 | 16 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2023 | 16 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
M&R CAPITAL MANAGEMENT INC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2023 | 16 |
State of Tennessee, Treasury Department | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PANAGORA ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Tower View Wealth Management LLC | 15 | 15 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Ameritas Investment Partners, Inc. | 15 | 15 | 0.13% | 0.17% | 0.22% | Q1 2020 | Q3 2023 | 15 |
BROWN BROTHERS HARRIMAN & CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
JANUS HENDERSON GROUP PLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Louisiana State Employees Retirement System | 15 | 15 | 0.05% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ALLIANCEBERNSTEIN L.P. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
RHUMBLINE ADVISERS | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Man Group plc | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Key FInancial Inc | 15 | 15 | 0.27% | 0.47% | 0.74% | Q1 2020 | Q3 2023 | 15 |
MACQUARIE GROUP LTD | 15 | 15 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Carnegie Capital Asset Management, LLC | 15 | 15 | 0.03% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 15 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 15 | 15 | 0.65% | 0.96% | 1.43% | Q1 2020 | Q3 2023 | 15 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NORDEA INVESTMENT MANAGEMENT AB | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
UBS Group AG | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Nuveen Asset Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 15 | 15 | 0.98% | 1.28% | 1.54% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ROCKLAND TRUST CO | 15 | 15 | 0.02% | 0.36% | 1.14% | Q1 2020 | Q3 2023 | 15 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 15 | 15 | 0.02% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
PEOPLES FINANCIAL SERVICES CORP. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Cubist Systematic Strategies, LLC | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ELCO Management Co., LLC | 15 | 15 | 0.33% | 1.11% | 1.63% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Zimmer Partners, LP | 15 | 15 | 0.13% | 2.22% | 7.72% | Q1 2020 | Q3 2023 | 15 |
Mitsubishi UFJ Trust & Banking Corp | 15 | 15 | 0.01% | 0.07% | 0.27% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SECURIAN ASSET MANAGEMENT, INC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
VANGUARD GROUP INC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Foundations Investment Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Bernardo Wealth Planning LLC | 15 | 15 | 0.28% | 0.51% | 0.75% | Q1 2020 | Q3 2023 | 15 |
Coastline Trust Co | 15 | 15 | 0.15% | 0.30% | 0.41% | Q1 2020 | Q3 2023 | 15 |
CAMBIAR INVESTORS LLC | 15 | 15 | 0.22% | 0.33% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Kingfisher Capital LLC | 15 | 15 | 0.06% | 0.14% | 0.48% | Q1 2020 | Q3 2023 | 15 |
TOMPKINS FINANCIAL CORP | 10 | 5 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2023 | 15 |
GEODE CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
EagleClaw Capital Managment, LLC | 15 | 15 | 0.06% | 0.13% | 0.35% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Invesco Ltd. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MITCHELL SINKLER & STARR/PA | 15 | 15 | 0.23% | 0.50% | 0.89% | Q1 2020 | Q3 2023 | 15 |
Russell Investments Group, Ltd. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
MetLife Investment Management, LLC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BAR HARBOR WEALTH MANAGEMENT | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
WELLS FARGO & COMPANY/MN | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PROFUND ADVISORS LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Argent Trust Co | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Utah Retirement Systems | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Asset Dedication, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 15 | 15 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Advisors Capital Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Smithfield Trust Co | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BNP Paribas Asset Management Holding S.A. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 15 | 15 | 0.00% | 0.28% | 0.49% | Q1 2020 | Q3 2023 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 15 | 15 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Addison Capital Co | 15 | 15 | 0.83% | 1.38% | 1.80% | Q1 2020 | Q3 2023 | 15 |
Caprock Group, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HBK Sorce Advisory LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
KBC Group NV | 15 | 15 | 0.00% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Rodgers Brothers Inc. | 15 | 15 | 0.20% | 0.28% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Institute for Wealth Management, LLC. | 15 | 15 | 0.07% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 15 | 15 | 0.07% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Jackson, Grant Investment Advisers, Inc. | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
APG Asset Management N.V. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CREDIT SUISSE AG/ | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 15 | 15 | 0.04% | 0.14% | 0.25% | Q1 2020 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TOTH FINANCIAL ADVISORY CORP | 15 | 15 | 0.12% | 0.17% | 0.25% | Q1 2020 | Q3 2023 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 15 | 15 | 0.00% | 0.04% | 0.50% | Q1 2020 | Q3 2023 | 15 |
South Dakota Investment Council | 15 | 15 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
YHB Investment Advisors, Inc. | 15 | 15 | 0.18% | 0.27% | 0.47% | Q1 2020 | Q3 2023 | 15 |
BRYN MAWR TRUST Co | 15 | 15 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
SHELTON CAPITAL MANAGEMENT | 15 | 15 | 0.02% | 0.05% | 0.20% | Q1 2020 | Q3 2023 | 15 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
O'Brien Greene & Co. Inc | 15 | 15 | 0.14% | 0.27% | 0.46% | Q1 2020 | Q3 2023 | 15 |
DekaBank Deutsche Girozentrale | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
TRILLIUM ASSET MANAGEMENT, LLC | 15 | 15 | 0.05% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 15 | 15 | 0.18% | 0.32% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Retirement Systems of Alabama | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 15 | 15 | 0.01% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
INGALLS & SNYDER LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
abrdn plc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
CANADA PENSION PLAN INVESTMENT BOARD | 15 | 15 | 1.09% | 1.51% | 2.32% | Q1 2020 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
STATE STREET CORP | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
AQR Capital Management | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.23% | 0.33% | 0.46% | Q1 2020 | Q3 2023 | 15 |
Loudon Investment Management, LLC | 15 | 15 | 0.36% | 0.57% | 0.77% | Q1 2020 | Q3 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TrinityPoint Wealth, LLC | 15 | 15 | 0.07% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 9 | 6 | 0.00% | 0.22% | 0.48% | Q4 2019 | Q3 2023 | 15 |
Crossmark Global Holdings, Inc. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Community Bank, N.A. | 15 | 15 | 0.04% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
CIBC Asset Management Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Mitsubishi UFJ Asset Management Co., Ltd. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 15 |
CAMBRIDGE TRUST CO | 15 | 15 | 0.14% | 0.46% | 0.94% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BLB&B Advisors, LLC | 15 | 15 | 0.22% | 0.39% | 0.68% | Q1 2020 | Q3 2023 | 15 |
Bank of New York Mellon Corp | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Laird Norton Wetherby Wealth Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Tandem Investment Advisors, Inc. | 15 | 15 | 2.07% | 3.50% | 3.99% | Q1 2020 | Q3 2023 | 15 |
First PREMIER Bank | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CNB Bank | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
FIRST TRUST ADVISORS LP | 15 | 15 | 0.05% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Banque Cantonale Vaudoise | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Radnor Capital Management, LLC | 15 | 15 | 0.41% | 1.01% | 2.23% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Providence Wealth Advisors, LLC | 15 | 15 | 0.22% | 0.25% | 0.32% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Penobscot Investment Management Company, Inc. | 15 | 15 | 0.09% | 0.15% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Swiss National Bank | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
First Personal Financial Services | 15 | 15 | 0.38% | 0.48% | 0.58% | Q1 2020 | Q3 2023 | 15 |
GUGGENHEIM CAPITAL LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Daiwa Securities Group Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
THOMPSON SIEGEL & WALMSLEY LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Godshalk Welsh Capital Management, Inc. | 15 | 15 | 0.72% | 0.99% | 1.34% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NORTHSTAR ASSET MANAGEMENT LLC | 15 | 15 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
GABELLI FUNDS LLC | 15 | 15 | 0.14% | 0.17% | 0.21% | Q1 2020 | Q3 2023 | 15 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 15 | 15 | 0.72% | 0.97% | 1.31% | Q1 2020 | Q3 2023 | 15 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 15 | 15 | 0.20% | 0.32% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Silver Lake Advisory, LLC | 15 | 15 | 1.85% | 2.26% | 3.08% | Q1 2020 | Q3 2023 | 15 |
TD ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
State of Alaska, Department of Revenue | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FEDERATED HERMES, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Wills Financial Group, Inc. | 15 | 15 | 2.94% | 3.77% | 5.53% | Q1 2020 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Wealthcare Advisory Partners LLC | 15 | 15 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BROWN ADVISORY INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Asset Management One Co., Ltd. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Tortoise Index Solutions, LLC | 15 | 15 | 0.27% | 0.43% | 1.10% | Q1 2020 | Q3 2023 | 15 |
IFM Investors Pty Ltd | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Treasurer of the State of North Carolina | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
GIRARD PARTNERS LTD. | 15 | 15 | 0.02% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Magellan Asset Management Ltd | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Conestoga Capital Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FARMERS TRUST CO | 15 | 15 | 0.97% | 1.17% | 1.31% | Q1 2020 | Q3 2023 | 15 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 15 | 15 | 0.14% | 0.39% | 0.69% | Q1 2020 | Q3 2023 | 15 |
ProShare Advisors LLC | 15 | 15 | 0.05% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Tiller Private Wealth, Inc. | 15 | 15 | 0.13% | 0.50% | 1.27% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 15 | 15 | 0.18% | 0.25% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Private Advisor Group, LLC | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Birch Hill Investment Advisors LLC | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PHILADELPHIA TRUST CO | 15 | 15 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Livforsakringsbolaget Skandia, Omsesidigt | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
STATE OF WISCONSIN INVESTMENT BOARD | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Korea Investment CORP | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BlackRock Inc. | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
TEXAS PERMANENT SCHOOL FUND CORP | 15 | 15 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Legal & General Group Plc | 15 | 15 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 15 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Clear Harbor Asset Management, LLC | 15 | 15 | 0.08% | 0.47% | 0.64% | Q1 2020 | Q3 2023 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 0.39% | 0.57% | 0.86% | Q1 2020 | Q3 2023 | 15 |
BENEDICT FINANCIAL ADVISORS INC | 15 | 15 | 0.75% | 1.04% | 1.40% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Hanson & Doremus Investment Management | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.01% | 0.03% | 0.34% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SHELL ASSET MANAGEMENT CO | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Clean Yield Group | 15 | 15 | 0.23% | 0.28% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Hamilton Point Investment Advisors, LLC | 15 | 15 | 0.59% | 0.93% | 1.31% | Q1 2020 | Q3 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
PRIO WEALTH LIMITED PARTNERSHIP | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 15 | 15 | 0.04% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Impax Asset Management Group plc | 15 | 15 | 0.02% | 0.86% | 1.33% | Q1 2020 | Q3 2023 | 15 |
CENTRAL TRUST Co | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NISA INVESTMENT ADVISORS, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
DIMENSIONAL FUND ADVISORS LP | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MILLENNIUM MANAGEMENT LLC | 15 | 15 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BLACKHILL CAPITAL INC | 15 | 15 | 0.09% | 0.13% | 0.22% | Q1 2020 | Q3 2023 | 15 |
HSBC HOLDINGS PLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Continuum Advisory, LLC | 15 | 15 | 0.15% | 0.45% | 0.88% | Q1 2020 | Q3 2023 | 15 |
SeaCrest Wealth Management, LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 15 | 15 | 0.10% | 0.16% | 0.22% | Q1 2020 | Q3 2023 | 15 |
State of New Jersey Common Pension Fund D | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cutter & CO Brokerage, Inc. | 15 | 15 | 0.36% | 1.22% | 1.64% | Q1 2020 | Q3 2023 | 15 |
M&T BANK CORP | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MOTCO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
VOYA INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OLD SECOND NATIONAL BANK OF AURORA | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Haverford Trust Co | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Blume Capital Management, Inc. | 15 | 15 | 0.05% | 0.16% | 0.26% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.02% | 0.15% | 0.29% | Q1 2020 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
AMALGAMATED BANK | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
ARROW FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Sigma Planning Corp | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 15 | 15 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Texas Yale Capital Corp. | 15 | 15 | 0.10% | 0.18% | 0.26% | Q1 2020 | Q3 2023 | 15 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
WELCH & FORBES LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Vestcor Inc | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Veritable, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
FIRST NATIONAL CORP /MA/ /ADV | 14 | 14 | 0.87% | 1.38% | 2.68% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Capital Advisors LLC | 11 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.09% | 0.15% | 0.18% | Q2 2020 | Q3 2023 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MidWestOne Financial Group, Inc. | 13 | 1 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 14 |
LOWE BROCKENBROUGH & CO INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Glenview Trust Co | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 12 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 14 |
First Command Financial Services, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Clearstead Trust, LLC | 10 | 4 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.52% | 1.89% | 3.88% | Q2 2020 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
COMERICA BANK | 12 | 2 | 0.00% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 14 |
SEGALL BRYANT & HAMILL, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
BANK OF MONTREAL /CAN/ | 12 | 2 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
UNIVEST FINANCIAL Corp | 14 | 14 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q2 2023 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
DEARBORN PARTNERS LLC | 12 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 14 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Good Life Advisors, LLC | 14 | 14 | 0.08% | 0.11% | 0.17% | Q1 2020 | Q2 2023 | 14 |
First Command Bank | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Candriam S.C.A. | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
FULTON BANK, N.A. | 13 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 14 |
KENNEDY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CAPE COD FIVE CENTS SAVINGS BANK | 10 | 1 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 5 | 0.01% | 0.09% | 0.21% | Q2 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.11% | 0.48% | 0.67% | Q2 2020 | Q2 2023 | 13 |
UMB Bank, n.a. | 8 | 5 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
TOWER BRIDGE ADVISORS | 13 | 13 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q1 2023 | 13 |
STRS OHIO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Chevy Chase Trust Holdings, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
NUANCE INVESTMENTS, LLC | 12 | 1 | 0.28% | 1.23% | 2.41% | Q1 2020 | Q3 2023 | 13 |
JANE STREET GROUP, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 13 |
Allianz Asset Management GmbH | 10 | 3 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Advisory Services Network, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 13 |
SouthState Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TRUST CO OF VERMONT | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 8 | 5 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 13 |
WESTPAC BANKING CORP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Mn Services Vermogensbeheer B.V. | 10 | 3 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 13 |
Financial Architects, Inc | 9 | 4 | 0.13% | 0.19% | 0.31% | Q1 2020 | Q2 2023 | 13 |
TORONTO DOMINION BANK | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Bancorp, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Mariner, LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
TFG Advisers LLC | 13 | 13 | 0.68% | 1.01% | 1.16% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Ethic Inc. | 13 | 13 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Ironwood Investment Counsel, LLC | 13 | 13 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q1 2023 | 13 |
First Pacific Financial | 12 | 12 | 0.21% | 0.32% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 12 | 12 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 2 | 0.02% | 0.08% | 0.34% | Q1 2020 | Q3 2023 | 12 |
FORSTA AP-FONDEN | 4 | 2 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 12 |
GAMBLE JONES INVESTMENT COUNSEL | 12 | 12 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2022 | 12 |
SEEYOND | 12 | 12 | 0.10% | 0.15% | 0.22% | Q1 2020 | Q4 2022 | 12 |
Bigelow Investment Advisors, LLC | 12 | 12 | 0.13% | 0.16% | 0.26% | Q1 2020 | Q4 2022 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Lehman & Derafelo Financial Resources LLC | 12 | 12 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q4 2022 | 12 |
PRUDENTIAL PLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Taylor Hoffman Wealth Management | 11 | 1 | 0.12% | 0.40% | 0.64% | Q1 2020 | Q1 2023 | 12 |
PLANNING DIRECTIONS INC | 12 | 12 | 0.18% | 0.20% | 0.22% | Q2 2020 | Q1 2023 | 12 |
Truvestments Capital LLC | 6 | 1 | 0.04% | 0.15% | 0.96% | Q1 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
COZAD ASSET MANAGEMENT INC | 10 | 2 | 0.03% | 0.15% | 0.22% | Q1 2020 | Q1 2023 | 12 |
Tower Wealth Partners, Inc. | 12 | 12 | 0.17% | 0.42% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.14% | 0.21% | 0.31% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Natixis Investment Managers International | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Halpern Financial, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Personal Capital Advisors Corp | 12 | 12 | 0.22% | 0.24% | 0.30% | Q1 2020 | Q4 2022 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 12 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 12 | 0.05% | 0.08% | 0.14% | Q3 2020 | Q2 2023 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Diversified, LLC | 12 | 12 | 0.10% | 0.22% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Partners, LLC | 7 | 5 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q2 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.16% | 0.30% | 0.47% | Q1 2020 | Q4 2022 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 8 | 4 | 0.02% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 12 |
COHEN & STEERS, INC. | 12 | 12 | 0.09% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
NORGES BANK | 12 | 12 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q4 2022 | 12 |
Johnson Financial Group, Inc. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2023 | 12 |
MILLER HOWARD INVESTMENTS INC /NY | 12 | 12 | 0.03% | 0.11% | 0.24% | Q4 2019 | Q3 2022 | 12 |
BOENNING & SCATTERGOOD, INC. | 12 | 12 | 0.93% | 1.06% | 1.38% | Q1 2020 | Q4 2022 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Cannell & Co. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 7 | 4 | 0.04% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Meiji Yasuda Asset Management Co Ltd. | 11 | 11 | 0.01% | 0.10% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Coho Partners, Ltd. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 11 |
J.W. COLE ADVISORS, INC. | 10 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 11 |
Illinois Municipal Retirement Fund | 10 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Virtue Capital Management, LLC | 11 | 11 | 0.13% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 11 |
AXA S.A. | 6 | 2 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 11 | 11 | 0.02% | 0.09% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Capital CS Group, LLC | 11 | 11 | 0.22% | 0.29% | 0.35% | Q4 2020 | Q2 2023 | 11 |
Brookfield Asset Management | 11 | 11 | 0.00% | 0.11% | 0.24% | Q1 2021 | Q3 2023 | 11 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 6 | 2 | 0.01% | 0.32% | 0.56% | Q1 2020 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.05% | 0.06% | 0.09% | Q1 2020 | Q3 2022 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
COUNTRY TRUST BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 2 | 0.11% | 0.16% | 0.19% | Q1 2021 | Q4 2023 | 11 |
INVERNESS COUNSEL LLC /NY/ | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q2 2023 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
American Portfolios Advisors | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
TOBAM | 7 | 2 | 0.00% | 0.01% | 0.12% | Q4 2019 | Q4 2022 | 11 |
HARTLINE INVESTMENT CORP/ | 10 | 1 | 0.03% | 0.06% | 0.15% | Q1 2020 | Q4 2022 | 11 |
BLUESTEIN R H & CO LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 11 | 0.57% | 0.91% | 1.27% | Q4 2020 | Q2 2023 | 11 |
Andra AP-fonden | 6 | 2 | 0.04% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Phoenix Holdings Ltd. | 9 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Robeco Institutional Asset Management B.V. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ellevest, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 11 |
HENNESSY ADVISORS INC | 11 | 11 | 0.44% | 0.59% | 0.67% | Q1 2021 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2022 | 11 |
Hudock, Inc. | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2022 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
Stratos Wealth Partners, LTD. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
NewSquare Capital LLC | 9 | 2 | 0.01% | 0.46% | 1.40% | Q1 2020 | Q3 2023 | 11 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 11 | 11 | 0.12% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 11 |
EATON VANCE MANAGEMENT | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Amundi | 10 | 10 | 0.03% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Gotham Asset Management, LLC | 10 | 10 | 0.01% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 10 |
ADVISOR PARTNERS LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Point72 Asset Management, L.P. | 9 | 1 | 0.01% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 10 |
1834 INVESTMENT ADVISORS CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
MEEDER ASSET MANAGEMENT INC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2022 | 10 |
Ledyard National Bank | 10 | 10 | 0.19% | 0.23% | 0.32% | Q1 2020 | Q2 2022 | 10 |
FIRST CITIZENS BANK & TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.22% | 0.34% | 0.39% | Q3 2021 | Q4 2023 | 10 |
Legacy Advisors, LLC | 10 | 10 | 0.63% | 1.81% | 6.28% | Q1 2020 | Q2 2022 | 10 |
Birch Capital Management, LLC | 10 | 10 | 0.04% | 0.22% | 0.58% | Q1 2020 | Q2 2022 | 10 |
JENNISON ASSOCIATES LLC | 10 | 10 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q2 2022 | 10 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q2 2023 | 10 |
HoyleCohen, LLC | 10 | 10 | 0.09% | 0.13% | 0.23% | Q1 2020 | Q2 2022 | 10 |
Corbenic Partners LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Cordasco Financial Network | 10 | 10 | 0.54% | 0.65% | 0.94% | Q1 2020 | Q2 2022 | 10 |
SPINNAKER TRUST | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Verition Fund Management LLC | 6 | 2 | 0.01% | 0.04% | 0.19% | Q3 2020 | Q3 2023 | 10 |
Aaron Wealth Advisors LLC | 10 | 10 | 0.05% | 0.13% | 0.19% | Q4 2020 | Q1 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Employees Retirement System of Texas | 10 | 10 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.08% | 0.15% | 0.26% | Q4 2020 | Q1 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Robbins Farley | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
MURPHY CAPITAL MANAGEMENT INC | 10 | 10 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 10 |
CoreCommodity Management, LLC | 5 | 1 | 0.01% | 0.58% | 2.58% | Q1 2020 | Q2 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Wellington Shields Capital Management, LLC | 6 | 3 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q1 2023 | 9 |
AMP Capital Investors Ltd | 9 | 9 | 0.05% | 0.13% | 0.64% | Q1 2020 | Q1 2022 | 9 |
Parkside Financial Bank & Trust | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
NATIXIS | 7 | 1 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 9 |
Ilmarinen Mutual Pension Insurance Co | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 9 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 7 | 2 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q4 2023 | 9 |
Winch Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Blossom Wealth Management | 9 | 9 | 1.42% | 2.18% | 2.42% | Q3 2021 | Q3 2023 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
HOWLAND CAPITAL MANAGEMENT LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Covea Finance | 9 | 9 | 0.09% | 0.40% | 1.27% | Q4 2021 | Q4 2023 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Itau Unibanco Holding S.A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Holocene Advisors, LP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FIL Ltd | 8 | 1 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 9 |
Holloway Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
CIGNA INVESTMENTS INC /NEW | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q1 2022 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
KINGS POINT CAPITAL MANAGEMENT | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Eagle Ridge Investment Management | 9 | 9 | 0.03% | 0.08% | 0.16% | Q1 2020 | Q1 2022 | 9 |
Barrett Asset Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Brown Miller Wealth Management, LLC | 9 | 9 | 0.15% | 0.16% | 0.19% | Q4 2020 | Q4 2022 | 9 |
Bridgewater Associates | 8 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Lenox Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Quantbot Technologies LP | 3 | 1 | 0.07% | 0.14% | 0.25% | Q2 2020 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 8 |
Redpoint Investment Management Pty Ltd | 8 | 8 | 0.14% | 0.28% | 0.42% | Q1 2020 | Q4 2021 | 8 |
METROPOLITAN LIFE INSURANCE CO/NY | 8 | 8 | 0.03% | 0.03% | 0.05% | Q1 2020 | Q4 2021 | 8 |
Handelsbanken Fonder AB | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.24% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Stillwater Capital Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q4 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.22% | 0.31% | 0.39% | Q3 2021 | Q2 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.23% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.34% | 0.43% | 0.62% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Affiance Financial, LLC | 8 | 8 | 0.15% | 0.18% | 0.23% | Q1 2020 | Q4 2021 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AVIVA PLC | 7 | 1 | 0.00% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sonen Capital LLC | 8 | 8 | 0.78% | 1.22% | 1.59% | Q4 2021 | Q3 2023 | 8 |
LOUNTZIS ASSET MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.13% | 0.17% | Q2 2020 | Q1 2022 | 8 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.17% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 7 | 1 | 0.00% | 0.03% | 0.03% | Q2 2020 | Q1 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 2 | 0.03% | 0.16% | 0.55% | Q1 2021 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Humankind Investments LLC | 8 | 8 | 0.09% | 0.16% | 0.22% | Q2 2021 | Q1 2023 | 8 |
EMERALD ADVISERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q1 2020 | Q4 2021 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Achmea Investment Management B.V. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bridgewater Advisors Inc. | 8 | 8 | 0.22% | 0.34% | 0.39% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 7 | 1 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q1 2023 | 8 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.14% | 0.22% | Q3 2020 | Q2 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2022 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
EARNEST PARTNERS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
COLONY GROUP LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Pegasus Partners Ltd. | 7 | 7 | 0.05% | 0.10% | 0.14% | Q2 2020 | Q4 2021 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Linscomb & Williams, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
1ST SOURCE BANK | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GW&K Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atom Investors LP | 5 | 2 | 0.11% | 0.45% | 0.78% | Q1 2020 | Q3 2023 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q4 2021 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Americana Partners, LLC | 5 | 2 | 0.09% | 0.21% | 0.29% | Q3 2021 | Q2 2023 | 7 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 7 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Ulland Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NN Investment Partners Holdings N.V. | 6 | 1 | 0.00% | 0.06% | 0.14% | Q2 2020 | Q1 2022 | 7 |
WADE G W & INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Mine & Arao Wealth Creation & Management, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Kepos Capital LP | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
B. Metzler seel. Sohn & Co. AG | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
CenterBook Partners LP | 7 | 7 | 0.11% | 0.17% | 0.25% | Q1 2022 | Q3 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2021 | 7 |
CBIZ Investment Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Clearstead Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.04% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 7 |
IBM Retirement Fund | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 7 |
JONES FINANCIAL COMPANIES LLLP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 7 |
MIROVA | 7 | 7 | 0.11% | 2.88% | 6.10% | Q1 2020 | Q3 2021 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
World Asset Management Inc | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2021 | 7 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 7 | 7 | 1.23% | 1.47% | 1.88% | Q1 2020 | Q3 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
DFPG INVESTMENTS, LLC | 6 | 6 | 0.52% | 0.57% | 0.64% | Q1 2020 | Q2 2021 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.18% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ASSETMARK, INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 6 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q4 2021 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 6 |
HEADINVEST, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 6 |
Sowell Financial Services LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.04% | 0.34% | 0.62% | Q2 2020 | Q2 2023 | 6 |
BBR PARTNERS, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q1 2022 | 6 |
Pendal Group Ltd | 6 | 6 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Versor Investments LP | 5 | 1 | 0.02% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.05% | 0.16% | 0.37% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
OSSIAM | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.05% | 0.13% | Q3 2020 | Q1 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Teza Capital Management LLC | 2 | 1 | 0.07% | 0.13% | 0.19% | Q2 2021 | Q3 2023 | 6 |
Cipher Capital LP | 2 | 1 | 0.18% | 0.26% | 0.40% | Q1 2020 | Q3 2023 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Main Street Financial Solutions, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 6 |
Optimal Asset Management, Inc. | 6 | 6 | 0.05% | 0.14% | 0.18% | Q2 2020 | Q3 2021 | 6 |
BOKF, NA | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 6 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
O'Brien Wealth Partners LLC | 6 | 6 | 0.12% | 0.14% | 0.18% | Q1 2020 | Q2 2021 | 6 |
CCG WEALTH MANAGEMENT, LLC | 6 | 6 | 0.18% | 0.19% | 0.20% | Q1 2022 | Q2 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 6 |
Covington Capital Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
StoneX Group Inc. | 6 | 6 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q4 2021 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.23% | 0.40% | 0.56% | Q1 2020 | Q2 2021 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
JUPITER ASSET MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Hoover Financial Advisors, Inc. | 6 | 6 | 0.08% | 0.13% | 0.21% | Q1 2020 | Q2 2021 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 1.12% | 1.32% | 1.66% | Q2 2022 | Q3 2023 | 6 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 6 |
Avior Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
Engineers Gate Manager LP | 3 | 1 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Pratt Collard Advisory Partners LLC | 6 | 6 | 0.30% | 0.35% | 0.42% | Q1 2020 | Q2 2021 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.05% | 0.17% | 0.43% | Q3 2020 | Q1 2023 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
CVA Family Office, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ritter Daniher Financial Advisory LLC / DE | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Tredje AP-fonden | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 5 |
NVWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DAVIS R M INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CYPRESS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q1 2021 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bradley & Co. Private Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 5 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.00% | 0.11% | 0.24% | Q3 2020 | Q2 2023 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 5 |
Independence Bank of Kentucky | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
First American Bank | 5 | 5 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q4 2021 | 5 |
National Pension Service | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 0.28% | 0.43% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Colony Family Offices, LLC | 4 | 1 | 0.31% | 0.42% | 0.69% | Q1 2021 | Q1 2023 | 5 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q1 2020 | Q1 2021 | 5 |
LS Investment Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Bridge Creek Capital Management LLC | 5 | 5 | 0.15% | 0.19% | 0.22% | Q1 2020 | Q1 2021 | 5 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIRST HAWAIIAN BANK | 5 | 5 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
CHOREO, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Penn Capital Management Company, LLC | 5 | 5 | 0.06% | 0.38% | 0.61% | Q4 2019 | Q4 2020 | 5 |
Csenge Advisory Group | 4 | 4 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Electron Capital Partners, LLC | 4 | 4 | 1.29% | 1.72% | 2.10% | Q4 2021 | Q3 2022 | 4 |
Beck Bode, LLC | 2 | 1 | 2.05% | 2.52% | 3.19% | Q2 2021 | Q3 2023 | 4 |
QS Investors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Cedar Mountain Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Apella Capital, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q4 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Point72 Hong Kong Ltd | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2022 | 4 |
Jackson Wealth Management, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q1 2020 | Q4 2020 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Thematics Asset Management | 4 | 4 | 0.97% | 1.15% | 1.30% | Q4 2022 | Q3 2023 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q4 2020 | 4 |
Jefferies Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 4 |
MOSELEY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.12% | 0.18% | 0.26% | Q1 2020 | Q4 2020 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.16% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
O'Shares Investment Advisers, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q1 2022 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
INSIGHT 2811, INC. | 3 | 1 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Tidal Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.71% | 0.81% | 0.90% | Q3 2022 | Q2 2023 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q4 2020 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q4 2020 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.13% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Metis Global Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Aperio Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.03% | 0.21% | 0.30% | Q4 2022 | Q3 2023 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Fulcrum Capital LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
CX Institutional | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.19% | 0.23% | 0.26% | Q4 2021 | Q4 2022 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 4 | 4 | 0.05% | 0.10% | 0.19% | Q4 2022 | Q3 2023 | 4 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Wellington Shields & Co., LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Selective Wealth Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.16% | 0.18% | 0.23% | Q3 2022 | Q2 2023 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q2 2023 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.20% | 0.33% | 0.46% | Q4 2022 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q2 2021 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.13% | 0.34% | 0.48% | Q4 2022 | Q3 2023 | 4 |
ROYCE & ASSOCIATES LP | 4 | 4 | 0.03% | 0.10% | 0.18% | Q1 2020 | Q4 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.12% | 0.15% | Q3 2021 | Q1 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 4 |
Cinctive Capital Management LP | 4 | 4 | 0.13% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q2 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.14% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.05% | 0.22% | 0.34% | Q3 2022 | Q3 2023 | 3 |
Norway Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
GANTZERT INVESTMENT CO LLC /ADV | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q2 2023 | 3 |
Sierra Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.48% | 0.50% | 0.52% | Q4 2021 | Q2 2022 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
FORT PITT CAPITAL GROUP, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 3 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Summit Global Investments | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Unigestion Holding SA | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
OLD NATIONAL BANCORP /IN/ | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2022 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MADDEN SECURITIES Corp | 3 | 3 | 0.10% | 0.18% | 0.23% | Q2 2021 | Q4 2021 | 3 |
FORA Capital, LLC | 1 | 1 | 0.12% | 0.13% | 0.15% | Q1 2020 | Q3 2022 | 3 |
apricus wealth, LLC | 3 | 3 | 0.77% | 0.92% | 1.04% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 3 |
Wealthstar Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q1 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.06% | 0.15% | Q1 2021 | Q2 2023 | 3 |
Independence Advisors, LLC | 3 | 3 | 0.30% | 0.34% | 0.39% | Q1 2020 | Q3 2020 | 3 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3 | 3 | 0.02% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.17% | 0.24% | 0.33% | Q1 2021 | Q1 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.12% | 0.23% | Q1 2020 | Q1 2021 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Ceredex Value Advisors LLC | 3 | 3 | 0.18% | 0.33% | 0.43% | Q4 2020 | Q2 2021 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 3 | 3 | 0.39% | 0.50% | 0.60% | Q1 2020 | Q3 2020 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 3 |
Coann Capital LLC | 2 | 1 | 3.58% | 5.87% | 8.99% | Q3 2021 | Q4 2022 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2021 | 3 |
BerganKDV Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 3 |
Krane Funds Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 3 |
Weaver Consulting Group | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
ClearBridge Investments Ltd | 3 | 3 | 2.31% | 2.79% | 3.26% | Q1 2020 | Q3 2020 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2020 | 3 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q1 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GATEWAY INVESTMENT ADVISERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
FCG ADVISORS, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q3 2020 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
New Potomac Partners, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kathmere Capital Management, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Quantitative Investment Management, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2020 | Q2 2020 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q4 2020 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
WHEATLAND ADVISORS INC | 2 | 2 | 2.85% | 3.11% | 3.36% | Q1 2020 | Q2 2020 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Kelman-Lazarov, Inc. | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FULTON BREAKEFIELD BROENNIMAN LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Seneca House Advisors | 2 | 2 | 0.21% | 0.22% | 0.24% | Q1 2023 | Q2 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
FMA ADVISORY INC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q4 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Cullen Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Ruedi Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Mendel Money Management | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Ninepoint Partners LP | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.52% | 0.53% | 0.53% | Q1 2020 | Q2 2020 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Blackstart Capital LP | 2 | 2 | 4.24% | 4.74% | 5.24% | Q1 2020 | Q2 2020 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
INDEPENDENT INVESTORS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Mill Creek Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Redwood Wealth Management Group, LLC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Sound Financial Strategies Group, LLC | 2 | 2 | 0.30% | 0.32% | 0.35% | Q4 2020 | Q1 2021 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
44 WEALTH MANAGEMENT LLC | 2 | 2 | 2.04% | 2.06% | 2.07% | Q2 2021 | Q3 2021 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Oak Thistle LLC | 1 | 1 | 0.26% | 0.52% | 0.78% | Q1 2022 | Q3 2022 | 2 |
Ecofin Advisors Ltd | 2 | 2 | 0.27% | 0.30% | 0.32% | Q1 2020 | Q2 2020 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.58% | 0.59% | 0.59% | Q3 2023 | Q4 2023 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q1 2023 | 2 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Alberta Investment Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Private Vista, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q2 2020 | 2 |
Sciencast Management LP | 1 | 1 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q4 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.34% | 0.35% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Perpetual Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MQS Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
CASCADE INVESTMENT GROUP, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
LMR Partners LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Resolution Capital Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FENIMORE ASSET MANAGEMENT INC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2020 | Q1 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
New England Capital Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2023 | Q2 2023 | 1 |
Moreno Evelyn V | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Maryland Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Aldebaran Financial Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2020 | Q1 2020 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Atlantic Private Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Mercer Capital Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
6 Meridian | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GSG Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own ESSENTIAL UTILS INC or have owned ESSENTIAL UTILS INC in the past.