Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Anchor Investment Management, LLC | 32 | 32 | 0.07% | 0.53% | 2.10% | Q1 2016 | Q4 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.19% | 0.85% | Q1 2016 | Q3 2023 | 31 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.15% | 1.26% | Q4 2016 | Q3 2023 | 28 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 9 | 0.01% | 0.06% | 0.29% | Q3 2021 | Q3 2023 | 27 |
UBS Group AG | 9 | 9 | 0.00% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 27 |
D. E. Shaw & Co., Inc. | 9 | 9 | 0.01% | 0.07% | 0.34% | Q3 2021 | Q3 2023 | 27 |
BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.02% | 0.11% | Q3 2021 | Q3 2023 | 27 |
Citadel Advisors | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 27 |
CAPSTONE INVESTMENT ADVISORS, LLC | 9 | 9 | 0.00% | 0.11% | 0.84% | Q3 2021 | Q3 2023 | 26 |
GOLDMAN SACHS GROUP INC | 9 | 9 | 0.00% | 0.03% | 0.10% | Q3 2021 | Q3 2023 | 26 |
PEAK6 Investments LLC | 9 | 9 | 0.00% | 0.06% | 0.18% | Q3 2021 | Q3 2023 | 26 |
Cutler Group LLC / CA | 9 | 9 | 0.01% | 0.13% | 0.49% | Q3 2021 | Q3 2023 | 26 |
Parallax Volatility Advisers, L.P. | 9 | 9 | 0.00% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 25 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 25 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 9 | 0.02% | 0.18% | 0.42% | Q3 2021 | Q3 2023 | 25 |
WOLVERINE TRADING, LLC | 9 | 9 | 0.00% | 0.08% | 0.25% | Q3 2021 | Q3 2023 | 25 |
CITIGROUP INC | 9 | 9 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 25 |
TWO SIGMA SECURITIES, LLC | 9 | 9 | 0.01% | 0.04% | 0.14% | Q3 2021 | Q3 2023 | 24 |
Squarepoint Ops LLC | 9 | 9 | 0.00% | 0.18% | 0.77% | Q3 2021 | Q3 2023 | 24 |
Walleye Trading LLC | 9 | 9 | 0.01% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 22 |
Sargent Bickham Lagudis LLC | 16 | 6 | 0.04% | 0.16% | 0.40% | Q1 2016 | Q4 2022 | 22 |
HSBC HOLDINGS PLC | 9 | 9 | 0.00% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 21 |
Corrigan Financial, Inc. | 19 | 2 | 0.05% | 0.24% | 0.48% | Q4 2015 | Q1 2021 | 21 |
HAP Trading, LLC | 9 | 9 | 0.00% | 0.05% | 0.37% | Q3 2021 | Q3 2023 | 21 |
XR Securities LLC | 9 | 9 | 0.00% | 0.11% | 0.36% | Q3 2021 | Q3 2023 | 21 |
Copeland Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NOMURA HOLDINGS INC | 9 | 9 | 0.00% | 0.03% | 0.24% | Q3 2021 | Q3 2023 | 20 |
Cubist Systematic Strategies, LLC | 9 | 9 | 0.02% | 0.07% | 0.16% | Q3 2021 | Q3 2023 | 19 |
Walleye Capital LLC | 8 | 8 | 0.00% | 0.04% | 0.18% | Q4 2021 | Q3 2023 | 18 |
TUDOR INVESTMENT CORP ET AL | 9 | 9 | 0.01% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 18 |
Laurion Capital Management LP | 5 | 3 | 0.00% | 0.19% | 0.59% | Q3 2021 | Q3 2023 | 17 |
BANK OF MONTREAL /CAN/ | 6 | 2 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CAAS CAPITAL MANAGEMENT LP | 5 | 2 | 0.01% | 0.16% | 0.50% | Q3 2021 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 9 | 9 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 16 |
JANE STREET GROUP, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.02% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 15 |
Centiva Capital, LP | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 14 |
Man Group plc | 9 | 9 | 0.00% | 0.04% | 0.12% | Q3 2021 | Q3 2023 | 13 |
Twin Tree Management, LP | 4 | 3 | 0.01% | 0.08% | 0.36% | Q3 2021 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 9 | 9 | 0.05% | 0.14% | 0.25% | Q3 2021 | Q3 2023 | 13 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.06% | 0.21% | Q1 2022 | Q3 2023 | 13 |
Schonfeld Strategic Advisors LLC | 3 | 2 | 0.00% | 0.05% | 0.20% | Q3 2021 | Q3 2023 | 13 |
Point72 Hong Kong Ltd | 5 | 5 | 0.02% | 0.07% | 0.24% | Q3 2021 | Q3 2022 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 12 |
Point72 Asset Management, L.P. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 11 |
NATIXIS | 9 | 9 | 0.00% | 0.15% | 0.36% | Q3 2021 | Q3 2023 | 11 |
QVR LLC | 3 | 1 | 0.00% | 0.09% | 0.16% | Q3 2021 | Q3 2022 | 11 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 9 | 0.07% | 0.42% | 1.05% | Q3 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 3 | 3 | 0.01% | 0.10% | 0.38% | Q4 2021 | Q3 2023 | 11 |
HighTower Advisors, LLC | 9 | 9 | 0.00% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 11 |
Pacifica Partners Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q4 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Symmetry Partners, LLC | 10 | 10 | 0.04% | 0.05% | 0.09% | Q3 2021 | Q4 2023 | 10 |
AllSquare Wealth Management LLC | 10 | 10 | 0.14% | 0.19% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Versant Capital Management, Inc | 10 | 10 | 0.36% | 0.47% | 0.56% | Q3 2021 | Q4 2023 | 10 |
COUNTRY TRUST BANK | 10 | 10 | 0.00% | 0.06% | 0.45% | Q3 2021 | Q4 2023 | 10 |
EAGLE CAPITAL MANAGEMENT LLC | 10 | 10 | 3.63% | 4.69% | 6.61% | Q2 2021 | Q3 2023 | 10 |
VESTOR CAPITAL, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Williams Jones Wealth Management, LLC. | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
APPLETON PARTNERS INC/MA | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2023 | 10 |
Harvest Fund Management Co., Ltd | 10 | 10 | 0.00% | 0.08% | 0.24% | Q2 2021 | Q3 2023 | 10 |
QUEST INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Founders Capital Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
WOODSTOCK CORP | 10 | 10 | 0.17% | 0.22% | 0.26% | Q3 2021 | Q4 2023 | 10 |
DnB Asset Management AS | 10 | 10 | 0.14% | 0.18% | 0.20% | Q3 2021 | Q4 2023 | 10 |
Crestwood Advisors Group, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
NEVILLE RODIE & SHAW INC | 10 | 10 | 0.07% | 0.16% | 0.69% | Q3 2021 | Q4 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 10 |
Stonebridge Capital Advisors LLC | 10 | 10 | 0.02% | 0.11% | 0.26% | Q2 2021 | Q3 2023 | 10 |
PARK NATIONAL CORP /OH/ | 10 | 10 | 0.08% | 0.19% | 0.29% | Q3 2021 | Q4 2023 | 10 |
VERITY Wealth Advisors | 10 | 10 | 0.23% | 0.32% | 0.41% | Q3 2021 | Q4 2023 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.15% | 0.22% | 0.38% | Q2 2021 | Q3 2023 | 10 |
InterOcean Capital Group, LLC | 10 | 10 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
HOWE & RUSLING INC | 9 | 9 | 0.04% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 10 |
Lowe Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2023 | 10 |
CapWealth Advisors, LLC | 10 | 10 | 1.10% | 1.89% | 2.72% | Q2 2021 | Q3 2023 | 10 |
TOMPKINS FINANCIAL CORP | 10 | 10 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q4 2023 | 10 |
Bartlett & Co. LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q4 2023 | 10 |
BRR OpCo, LLC | 6 | 4 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q1 2022 | 10 |
Sheaff Brock Investment Advisors, LLC | 9 | 9 | 0.01% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 10 |
FRONT BARNETT ASSOCIATES LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
MEYER HANDELMAN CO | 10 | 10 | 0.60% | 0.82% | 1.01% | Q2 2021 | Q3 2023 | 10 |
Mutual Advisors, LLC | 9 | 9 | 0.00% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 10 |
Capital Investment Advisors, LLC | 10 | 10 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q4 2023 | 10 |
OPTIMUM INVESTMENT ADVISORS | 10 | 10 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q4 2023 | 10 |
Knuff & Co LLC | 10 | 10 | 0.32% | 0.44% | 0.59% | Q2 2021 | Q3 2023 | 10 |
MARSHALL WACE, LLP | 8 | 8 | 0.00% | 0.22% | 0.81% | Q4 2021 | Q3 2023 | 10 |
Ensign Peak Advisors, Inc | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
HEADINVEST, LLC | 10 | 10 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 9 | 9 | 0.00% | 0.16% | 0.23% | Q3 2021 | Q3 2023 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Paloma Partners Management Co | 4 | 1 | 0.01% | 0.13% | 0.44% | Q4 2021 | Q2 2023 | 10 |
Dougherty Wealth Advisers LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 9 | 1 | 0.03% | 0.05% | 0.06% | Q3 2011 | Q3 2023 | 10 |
Gulf International Bank (UK) Ltd | 10 | 10 | 0.20% | 0.27% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Hudson Bay Capital Management LP | 9 | 9 | 0.01% | 0.07% | 0.23% | Q3 2021 | Q3 2023 | 10 |
LYNCH & ASSOCIATES/IN | 10 | 10 | 0.07% | 0.11% | 0.17% | Q3 2021 | Q4 2023 | 10 |
PHILADELPHIA TRUST CO | 10 | 10 | 0.08% | 0.12% | 0.34% | Q2 2021 | Q3 2023 | 10 |
BEACH INVESTMENT COUNSEL INC/PA | 10 | 10 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q4 2023 | 10 |
Baker Avenue Asset Management, LP | 10 | 10 | 0.52% | 0.63% | 0.69% | Q2 2021 | Q3 2023 | 10 |
Diversified Trust Co | 10 | 10 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q4 2023 | 10 |
Lido Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 10 |
WHITE PINE CAPITAL LLC | 10 | 10 | 0.57% | 0.76% | 0.92% | Q2 2021 | Q3 2023 | 10 |
Journey Advisory Group, LLC | 9 | 9 | 0.05% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 10 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 1 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q4 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 9 | 9 | 0.00% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 10 |
Nicholas Hoffman & Company, LLC. | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
State of Tennessee, Treasury Department | 10 | 10 | 0.05% | 0.19% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Portland Global Advisors LLC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10 | 10 | 0.18% | 0.23% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Rock Point Advisors, LLC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
OARSMAN CAPITAL, INC. | 10 | 10 | 0.17% | 0.24% | 0.40% | Q2 2021 | Q3 2023 | 10 |
SEGALL BRYANT & HAMILL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 10 |
Parkwood LLC | 10 | 10 | 1.03% | 2.31% | 3.86% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 10 | 10 | 0.05% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 10 |
BAHL & GAYNOR INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Camelot Portfolios, LLC | 6 | 2 | 0.00% | 0.31% | 0.61% | Q3 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Advisory Services Network, LLC | 10 | 10 | 0.08% | 0.11% | 0.19% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 9 | 9 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 8 | 1 | 0.00% | 0.05% | 0.23% | Q2 2021 | Q3 2023 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.01% | 0.06% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 9 | 9 | 0.07% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
GAMCO INVESTORS, INC. ET AL | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Inlet Private Wealth, LLC | 9 | 9 | 0.88% | 1.18% | 1.71% | Q3 2021 | Q3 2023 | 9 |
Empirical Finance, LLC | 9 | 9 | 0.18% | 0.23% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Stratos Wealth Partners, LTD. | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Maven Securities LTD | 4 | 3 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 9 |
SALEM INVESTMENT COUNSELORS INC | 9 | 9 | 0.04% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 9 |
HERITAGE INVESTORS MANAGEMENT CORP | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Newton One Investments LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.02% | 0.27% | 0.64% | Q1 2022 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.02% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
RHUMBLINE ADVISERS | 9 | 9 | 0.15% | 0.19% | 0.24% | Q3 2021 | Q3 2023 | 9 |
DODGE & COX | 9 | 9 | 0.00% | 1.27% | 2.25% | Q3 2021 | Q3 2023 | 9 |
MACQUARIE GROUP LTD | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ROPES WEALTH ADVISORS LLC | 9 | 9 | 0.30% | 0.38% | 0.45% | Q3 2021 | Q3 2023 | 9 |
Capital Analysts, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TORONTO DOMINION BANK | 9 | 9 | 0.00% | 0.03% | 0.11% | Q3 2021 | Q3 2023 | 9 |
BOK Financial Private Wealth, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Capital International, Inc./CA/ | 9 | 9 | 0.01% | 0.21% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Cowen Prime Advisors LLC | 8 | 1 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q2 2023 | 9 |
CERTUITY, LLC | 9 | 9 | 0.08% | 2.13% | 5.38% | Q3 2021 | Q3 2023 | 9 |
CREDIT AGRICOLE S A | 9 | 9 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Phoenix Holdings Ltd. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
IEQ CAPITAL, LLC | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
VANGUARD GROUP INC | 9 | 9 | 0.15% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Evercore Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Silvant Capital Management LLC | 9 | 9 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Quilter Plc | 9 | 9 | 0.03% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 9 | 9 | 0.02% | 0.05% | 0.13% | Q3 2021 | Q3 2023 | 9 |
ALTFEST L J & CO INC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
EASTERN BANK | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Invesco Ltd. | 9 | 9 | 0.09% | 0.14% | 0.22% | Q3 2021 | Q3 2023 | 9 |
CIBC WORLD MARKET INC. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PROFUND ADVISORS LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Argent Trust Co | 9 | 9 | 0.05% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
CARRET ASSET MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
M&G INVESTMENT MANAGEMENT LTD | 9 | 9 | 0.01% | 0.04% | 0.15% | Q3 2021 | Q3 2023 | 9 |
BNP Paribas Asset Management Holding S.A. | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Stonehearth Capital Management, LLC | 7 | 2 | 0.30% | 0.41% | 0.48% | Q3 2021 | Q4 2023 | 9 |
Valmark Advisers, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.02% | 0.12% | Q3 2021 | Q3 2023 | 9 |
SCOPUS ASSET MANAGEMENT, L.P. | 4 | 1 | 0.07% | 0.75% | 2.05% | Q3 2021 | Q3 2023 | 9 |
Tidal Investments LLC | 9 | 9 | 0.06% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 9 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Sunflower Bank, N.A. | 9 | 9 | 0.07% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
AMERICAN CENTURY COMPANIES INC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Southeastern Asset Management | 9 | 9 | 0.04% | 4.13% | 5.46% | Q3 2021 | Q3 2023 | 9 |
KANAWHA CAPITAL MANAGEMENT LLC | 9 | 9 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 1 | 0.00% | 0.09% | 0.22% | Q3 2021 | Q4 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Ipswich Investment Management Co., Inc. | 9 | 9 | 0.19% | 0.25% | 0.31% | Q3 2021 | Q3 2023 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Baystate Wealth Management LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PrairieView Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
US BANCORP \DE\ | 9 | 9 | 0.05% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
MidWestOne Financial Group, Inc. | 9 | 9 | 0.15% | 0.19% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 9 | 9 | 0.09% | 0.12% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Circle Wealth Management, LLC | 9 | 9 | 0.02% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
PRENTISS SMITH & CO INC | 9 | 9 | 0.18% | 0.25% | 0.32% | Q3 2021 | Q3 2023 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FIRST NATIONAL TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
VALLEY NATIONAL ADVISERS INC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Ausdal Financial Partners, Inc. | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
HOWLAND CAPITAL MANAGEMENT LLC | 9 | 9 | 0.26% | 0.34% | 0.42% | Q3 2021 | Q3 2023 | 9 |
WASHINGTON TRUST Co | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Zions Bancorporation, N.A. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SRB CORP | 9 | 9 | 3.47% | 4.81% | 6.65% | Q3 2021 | Q3 2023 | 9 |
AQR Capital Management | 9 | 9 | 0.01% | 0.09% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Cedar Brook Financial Partners, LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.04% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 9 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 9 | 9 | 0.95% | 1.24% | 1.50% | Q3 2021 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Atlas Brown,Inc. | 9 | 9 | 0.24% | 0.33% | 0.42% | Q3 2021 | Q3 2023 | 9 |
Sequoia Financial Advisors, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Savant Capital, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 9 | 0.05% | 0.09% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Soltis Investment Advisors LLC | 9 | 9 | 0.07% | 0.12% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Community Bank, N.A. | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
ASSOCIATED BANC-CORP | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CIBC Asset Management Inc | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
ADVISORS MANAGEMENT GROUP INC /ADV | 9 | 9 | 0.44% | 0.58% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Ballentine Partners, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Glenview Trust Co | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Community Bank of Raymore | 9 | 9 | 1.14% | 1.77% | 2.48% | Q3 2021 | Q3 2023 | 9 |
S&CO INC | 9 | 9 | 0.25% | 0.36% | 0.45% | Q3 2021 | Q3 2023 | 9 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
IAT REINSURANCE CO LTD. | 9 | 9 | 0.10% | 0.24% | 0.33% | Q3 2021 | Q3 2023 | 9 |
WealthTrust Axiom LLC | 9 | 9 | 0.25% | 0.32% | 0.45% | Q3 2021 | Q3 2023 | 9 |
HighMark Wealth Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FORTEM FINANCIAL GROUP, LLC | 9 | 9 | 0.12% | 0.23% | 0.48% | Q3 2021 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mine & Arao Wealth Creation & Management, LLC. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Cynosure Group, LLC | 9 | 9 | 1.77% | 2.35% | 3.86% | Q3 2021 | Q3 2023 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BAILARD, INC. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PARSONS CAPITAL MANAGEMENT INC/RI | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
TCTC Holdings, LLC | 9 | 9 | 0.16% | 0.23% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Roble, Belko & Company, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 9 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Bard Financial Services, Inc. | 9 | 9 | 0.15% | 0.21% | 0.30% | Q3 2021 | Q3 2023 | 9 |
BALDWIN BROTHERS LLC/MA | 7 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 9 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 9 | 9 | 0.11% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Centerpoint Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Allianz Asset Management GmbH | 9 | 9 | 0.00% | 0.12% | 0.69% | Q3 2021 | Q3 2023 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BRANDYWINE TRUST CO | 9 | 9 | 0.20% | 0.25% | 0.33% | Q3 2021 | Q3 2023 | 9 |
BRIDGES INVESTMENT MANAGEMENT INC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.24% | 0.29% | 0.36% | Q3 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MinichMacGregor Wealth Management, LLC | 9 | 9 | 0.18% | 0.25% | 0.30% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Signature Wealth Management Partners, LLC | 9 | 9 | 0.28% | 0.50% | 0.72% | Q3 2021 | Q3 2023 | 9 |
Mayflower Financial Advisors, LLC | 9 | 9 | 0.05% | 0.08% | 0.20% | Q3 2021 | Q3 2023 | 9 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
WADE G W & INC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Legacy Advisors, LLC | 9 | 9 | 0.05% | 0.09% | 0.20% | Q3 2021 | Q3 2023 | 9 |
American Financial Advisors, LLC | 5 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 9 |
FARMERS TRUST CO | 9 | 9 | 0.20% | 0.25% | 0.32% | Q3 2021 | Q3 2023 | 9 |
ProShare Advisors LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Annapolis Financial Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
JNBA Financial Advisors | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WMS Partners, LLC | 9 | 9 | 0.07% | 0.10% | 0.18% | Q3 2021 | Q3 2023 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 9 | 0.06% | 0.20% | 0.34% | Q3 2021 | Q3 2023 | 9 |
VIKING GLOBAL INVESTORS LP | 9 | 9 | 2.55% | 3.84% | 4.91% | Q3 2021 | Q3 2023 | 9 |
North Star Investment Management Corp. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Sippican Capital Advisors | 9 | 9 | 1.34% | 1.67% | 2.05% | Q3 2021 | Q3 2023 | 9 |
Livforsakringsbolaget Skandia, Omsesidigt | 9 | 9 | 0.01% | 0.03% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 9 | 9 | 0.02% | 0.17% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Van Hulzen Asset Management, LLC | 9 | 9 | 0.02% | 0.46% | 1.26% | Q3 2021 | Q3 2023 | 9 |
Chevy Chase Trust Holdings, LLC | 9 | 9 | 0.18% | 0.22% | 0.27% | Q3 2021 | Q3 2023 | 9 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 9 | 9 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Semper Augustus Investments Group | 9 | 9 | 0.33% | 0.44% | 0.59% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisors LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
CRAWFORD INVESTMENT COUNSEL INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Global Trust Asset Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Chicago Capital, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
CHILTON CAPITAL MANAGEMENT LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
InTrack Investment Management Inc | 7 | 2 | 0.67% | 1.31% | 2.07% | Q3 2021 | Q4 2023 | 9 |
Princeton Global Asset Management LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SHELL ASSET MANAGEMENT CO | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Onex Canada Asset Management Inc. | 9 | 9 | 0.16% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 9 |
SENTRY INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.20% | 0.26% | 0.34% | Q3 2021 | Q3 2023 | 9 |
BURKE & HERBERT BANK & TRUST CO | 9 | 9 | 0.28% | 0.39% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Tower Research Capital LLC (TRC) | 9 | 9 | 0.05% | 0.12% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Timber Creek Capital Management LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Plancorp, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
OSSIAM | 9 | 9 | 0.00% | 0.11% | 0.64% | Q3 2021 | Q3 2023 | 9 |
NISA INVESTMENT ADVISORS, LLC | 9 | 9 | 0.13% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 9 | 9 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Sandy Spring Bank | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Rock Creek Group, LP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CreativeOne Wealth, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
SeaCrest Wealth Management, LLC | 9 | 9 | 0.13% | 0.25% | 0.34% | Q3 2021 | Q3 2023 | 9 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Verdence Capital Advisors LLC | 9 | 9 | 0.19% | 0.24% | 0.28% | Q3 2021 | Q3 2023 | 9 |
MOTCO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Hartford Financial Management Inc. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.03% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 9 |
GUYASUTA INVESTMENT ADVISORS INC | 9 | 9 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Crew Capital Management, Ltd. | 9 | 9 | 0.34% | 0.42% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Blume Capital Management, Inc. | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Strategic Financial Services, Inc, | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
AMALGAMATED BANK | 9 | 9 | 0.16% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
COMMERCE BANK | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
BESSEMER GROUP INC | 9 | 9 | 0.00% | 0.16% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Xcel Wealth Management, LLC | 9 | 9 | 0.76% | 1.25% | 2.22% | Q3 2021 | Q3 2023 | 9 |
NEW YORK STATE COMMON RETIREMENT FUND | 9 | 9 | 0.22% | 0.31% | 0.39% | Q3 2021 | Q3 2023 | 9 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.20% | 0.26% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Pacer Advisors, Inc. | 9 | 9 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Close Asset Management Ltd | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
TRUST CO OF VERMONT | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Chesley Taft & Associates LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Aspire Private Capital, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Vestcor Inc | 9 | 9 | 0.05% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Ameritas Investment Partners, Inc. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ClearBridge Investments | 9 | 9 | 0.00% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 9 | 9 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 0.11% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 9 |
FORVIS Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PATTEN & PATTEN INC/TN | 9 | 9 | 0.13% | 0.16% | 0.25% | Q3 2021 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 9 | 9 | 0.10% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
First Financial Bank - Trust Division | 9 | 9 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q4 2023 | 9 |
MAI Capital Management | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.16% | 0.21% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Norinchukin Bank, The | 9 | 9 | 0.10% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.11% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.13% | 0.24% | 0.38% | Q3 2021 | Q3 2023 | 9 |
Antonetti Capital Management LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Lindbrook Capital, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
TEXAS PERMANENT SCHOOL FUND CORP | 9 | 9 | 0.15% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Heritage Wealth Advisors | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.09% | 0.18% | Q3 2021 | Q3 2023 | 9 |
LINCOLN NATIONAL CORP | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
TRIAN FUND MANAGEMENT, L.P. | 9 | 9 | 5.10% | 7.11% | 11.40% | Q3 2021 | Q3 2023 | 9 |
Van Leeuwen & Company, LLC | 9 | 9 | 0.56% | 0.67% | 0.76% | Q3 2021 | Q3 2023 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 9 | 0.14% | 0.19% | 0.26% | Q3 2021 | Q3 2023 | 9 |
First Heartland Consultants, Inc. | 9 | 9 | 0.01% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Richard Bernstein Advisors LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Graves Light Lenhart Wealth, Inc. | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.00% | 0.11% | 0.40% | Q3 2021 | Q3 2023 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.08% | 0.22% | 0.40% | Q3 2021 | Q3 2023 | 9 |
NWAM LLC | 9 | 9 | 0.05% | 0.18% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Creative Planning | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FIFTH THIRD BANCORP | 9 | 9 | 0.04% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 9 |
CONNING INC. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.05% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Pavion Blue Capital, LLC | 9 | 9 | 0.85% | 1.09% | 1.34% | Q3 2021 | Q3 2023 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Sculati Wealth Management, LLC | 9 | 9 | 0.44% | 0.56% | 0.69% | Q3 2021 | Q3 2023 | 9 |
Assenagon Asset Management S.A. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ZWJ INVESTMENT COUNSEL INC | 9 | 9 | 0.10% | 0.18% | 0.27% | Q3 2021 | Q3 2023 | 9 |
AVIVA PLC | 9 | 9 | 0.02% | 0.11% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Treasurer of the State of North Carolina | 9 | 9 | 0.19% | 0.25% | 0.28% | Q3 2021 | Q3 2023 | 9 |
IFM Investors Pty Ltd | 9 | 9 | 0.21% | 0.27% | 0.32% | Q3 2021 | Q3 2023 | 9 |
ARGA Investment Management, LP | 9 | 9 | 0.31% | 0.49% | 0.65% | Q3 2021 | Q3 2023 | 9 |
ATWOOD & PALMER INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 9 | 9 | 0.08% | 0.17% | 0.39% | Q3 2021 | Q3 2023 | 9 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 9 | 9 | 0.16% | 0.20% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Certified Advisory Corp | 9 | 9 | 0.13% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
AXA S.A. | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.14% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
CULLEN/FROST BANKERS, INC. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.07% | 0.22% | Q4 2021 | Q3 2023 | 9 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 9 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
PUTNAM INVESTMENTS LLC | 9 | 9 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Roof Eidam Maycock Peralta, LLC | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
EASTERLY INVESTMENT PARTNERS LLC | 3 | 2 | 0.02% | 0.40% | 1.10% | Q3 2021 | Q3 2023 | 9 |
Center for Financial Planning, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CHICKASAW CAPITAL MANAGEMENT LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
GATEWAY INVESTMENT ADVISERS LLC | 9 | 9 | 0.08% | 0.23% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Bradley & Co. Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GUGGENHEIM CAPITAL LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
BECK MACK & OLIVER LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Swiss National Bank | 9 | 9 | 0.20% | 0.26% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Archer Investment Corp | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
SUMITOMO LIFE INSURANCE CO | 9 | 9 | 0.03% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.19% | 0.24% | 0.30% | Q3 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Summit Place Financial Advisors, LLC | 9 | 9 | 0.64% | 1.03% | 1.63% | Q3 2021 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PANAGORA ASSET MANAGEMENT INC | 9 | 9 | 0.01% | 0.28% | 0.66% | Q3 2021 | Q3 2023 | 9 |
FUKOKU MUTUAL LIFE INSURANCE Co | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 9 | 9 | 0.00% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Bank of New York Mellon Corp | 9 | 9 | 0.14% | 0.18% | 0.20% | Q3 2021 | Q3 2023 | 9 |
HOEY INVESTMENTS, INC | 9 | 9 | 0.00% | 0.09% | 0.83% | Q3 2021 | Q3 2023 | 9 |
Klingman & Associates, LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 9 | 0.12% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Cito Capital Group, LLC | 9 | 9 | 0.36% | 0.44% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FIRST FOUNDATION ADVISORS | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Crossmark Global Holdings, Inc. | 9 | 9 | 0.02% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Mission Creek Capital Partners, Inc. | 9 | 9 | 0.17% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Integrated Investment Consultants, LLC | 9 | 9 | 0.10% | 0.13% | 0.21% | Q3 2021 | Q3 2023 | 9 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 9 | 9 | 0.18% | 0.25% | 0.30% | Q3 2021 | Q3 2023 | 9 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 9 | 9 | 0.01% | 0.03% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Perkins Coie Trust Co | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
XML Financial, LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Peak Asset Management, LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Valeo Financial Advisors, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 9 | 9 | 1.63% | 2.81% | 4.58% | Q3 2021 | Q3 2023 | 9 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 9 | 9 | 0.28% | 0.34% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Mascoma Wealth Management LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 9 | 9 | 0.55% | 0.88% | 1.40% | Q3 2021 | Q3 2023 | 9 |
Verition Fund Management LLC | 6 | 2 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 9 | 9 | 0.08% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Legacy Financial Advisors, Inc. | 9 | 9 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Newman Dignan & Sheerar, Inc. | 9 | 9 | 0.04% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
MTM Investment Management, LLC | 9 | 9 | 0.29% | 0.37% | 0.52% | Q3 2021 | Q3 2023 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
STEPHENS INC /AR/ | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Field & Main Bank | 9 | 9 | 0.07% | 0.15% | 0.28% | Q3 2021 | Q3 2023 | 9 |
abrdn plc | 9 | 9 | 0.05% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 9 | 9 | 0.31% | 0.52% | 0.85% | Q3 2021 | Q3 2023 | 9 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
CMG Global Holdings, LLC | 9 | 9 | 1.80% | 2.59% | 3.27% | Q3 2021 | Q3 2023 | 9 |
CIBC Private Wealth Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FIRST FINANCIAL CORP /IN/ | 9 | 9 | 0.02% | 0.07% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Fiduciary Group LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
INGALLS & SNYDER LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Ally Financial Inc. | 9 | 9 | 0.89% | 1.22% | 1.67% | Q3 2021 | Q3 2023 | 9 |
BRYN MAWR TRUST Co | 9 | 9 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
HANCOCK WHITNEY CORP | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
SIGNATUREFD, LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Joel Isaacson & Co., LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
ARK Investment Management | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Rathbones Group PLC | 9 | 9 | 0.10% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Rodgers Brothers Inc. | 9 | 9 | 0.13% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 9 |
KBC Group NV | 9 | 9 | 0.02% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Illinois Municipal Retirement Fund | 9 | 9 | 0.05% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Gateway Advisory, LLC | 9 | 9 | 0.09% | 0.23% | 0.42% | Q3 2021 | Q3 2023 | 9 |
Meridian Wealth Management, LLC | 9 | 9 | 0.06% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
DIAMANT ASSET MANAGEMENT, INC. | 9 | 9 | 0.27% | 0.36% | 0.45% | Q3 2021 | Q3 2023 | 9 |
IMA Wealth, Inc. | 9 | 9 | 0.01% | 0.23% | 0.77% | Q3 2021 | Q3 2023 | 9 |
Gradient Investments LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Connecticut Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Horizon Investments, LLC | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Neuberger Berman Group LLC | 9 | 9 | 0.09% | 0.18% | 0.31% | Q3 2021 | Q3 2023 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 9 | 0.05% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 9 |
OSAIC HOLDINGS, INC. | 9 | 9 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PineBridge Investments, L.P. | 9 | 9 | 0.02% | 0.11% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Wesleyan Assurance Society | 9 | 9 | 0.13% | 0.24% | 0.36% | Q3 2021 | Q3 2023 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Burt Wealth Advisors | 9 | 9 | 0.11% | 0.16% | 0.18% | Q3 2021 | Q3 2023 | 9 |
WHITTIER TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
American Assets Investment Management, LLC | 9 | 9 | 0.38% | 0.50% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Northstar Group, Inc. | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Rafferty Asset Management, LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.26% | 0.34% | 0.47% | Q3 2021 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FINANCIAL COUNSELORS INC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Aull & Monroe Investment Management Corp | 9 | 9 | 0.16% | 0.21% | 0.28% | Q3 2021 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Vivaldi Capital Management LP | 9 | 9 | 0.12% | 0.23% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Bath Savings Trust Co | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Boston Trust Walden Corp | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.07% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Mitsubishi UFJ Trust & Banking Corp | 9 | 9 | 0.12% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
FACTORY MUTUAL INSURANCE CO | 9 | 9 | 0.22% | 0.29% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Robbins Farley | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PEOPLES FINANCIAL SERVICES CORP. | 9 | 9 | 0.10% | 0.16% | 0.35% | Q3 2021 | Q3 2023 | 9 |
NATIXIS ADVISORS, L.P. | 9 | 9 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Carnegie Capital Asset Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
JPMORGAN CHASE & CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Regent Peak Wealth Advisors LLC | 9 | 9 | 0.07% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Clean Yield Group | 9 | 9 | 0.08% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
180 WEALTH ADVISORS, LLC | 9 | 9 | 0.14% | 0.19% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Meiji Yasuda Life Insurance Co | 9 | 9 | 0.01% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
South Dakota Investment Council | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
GABLES CAPITAL MANAGEMENT INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NJ State Employees Deferred Compensation Plan | 9 | 9 | 0.18% | 0.23% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Modera Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
First Trust Direct Indexing L.P. | 9 | 9 | 0.04% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
CIGNA INVESTMENTS INC /NEW | 9 | 9 | 0.18% | 0.23% | 0.29% | Q3 2021 | Q3 2023 | 9 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 9 | 9 | 0.21% | 0.26% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.12% | 0.17% | 0.27% | Q3 2021 | Q3 2023 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Legacy Private Trust Co. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Systematic Alpha Investments, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Colonial Trust Advisors | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
PRICE T ROWE ASSOCIATES INC /MD/ | 9 | 9 | 0.60% | 0.77% | 1.06% | Q3 2021 | Q3 2023 | 9 |
Principle Wealth Partners LLC | 9 | 9 | 0.12% | 0.22% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Arcus Capital Partners, LLC | 9 | 9 | 0.50% | 0.74% | 0.91% | Q3 2021 | Q3 2023 | 9 |
CKW FINANCIAL GROUP | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FORTE CAPITAL LLC /ADV | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.07% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Cornerstone Wealth Group, LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
GREENLEAF TRUST | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Busey Bank | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Gotham Asset Management, LLC | 9 | 9 | 0.02% | 0.22% | 0.30% | Q3 2021 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ALLIANCEBERNSTEIN L.P. | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
RIVER GLOBAL INVESTORS LLP | 9 | 9 | 0.26% | 0.57% | 0.88% | Q3 2021 | Q3 2023 | 9 |
Prestige Wealth Management Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Louisiana State Employees Retirement System | 9 | 9 | 0.12% | 0.15% | 0.17% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ADVISORS INC/OK | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Estabrook Capital Management | 9 | 9 | 0.45% | 0.58% | 0.76% | Q3 2021 | Q3 2023 | 9 |
ARROW FINANCIAL CORP | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Clarius Group, LLC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9 | 9 | 0.13% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AM INVESTMENT STRATEGIES LLC | 9 | 9 | 1.50% | 1.81% | 2.15% | Q3 2021 | Q3 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
BOURGEON CAPITAL MANAGEMENT LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 9 | 9 | 0.12% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Kentucky Retirement Systems Insurance Trust Fund | 9 | 9 | 0.22% | 0.28% | 0.33% | Q3 2021 | Q3 2023 | 9 |
RMB Capital Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.09% | Q3 2021 | Q3 2023 | 9 |
STRS OHIO | 9 | 9 | 0.10% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
BLB&B Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
SPINNAKER TRUST | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 9 | 9 | 0.61% | 1.86% | 3.31% | Q3 2021 | Q3 2023 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.55% | 1.48% | 2.06% | Q3 2021 | Q3 2023 | 9 |
FMR LLC | 9 | 9 | 0.40% | 0.50% | 0.61% | Q3 2021 | Q3 2023 | 9 |
Beaton Management Co. Inc. | 9 | 9 | 0.48% | 0.61% | 0.74% | Q3 2021 | Q3 2023 | 9 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 9 | 9 | 0.29% | 0.38% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Krilogy Financial LLC | 9 | 9 | 0.11% | 0.17% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Long Road Investment Counsel, LLC | 9 | 9 | 0.46% | 0.61% | 0.76% | Q3 2021 | Q3 2023 | 9 |
Clarkston Capital Partners, LLC | 9 | 9 | 0.51% | 0.70% | 0.87% | Q3 2021 | Q3 2023 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MISSION WEALTH MANAGEMENT, LP | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 9 | 9 | 0.09% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Allred Capital Management, LLC | 9 | 9 | 0.22% | 0.26% | 0.30% | Q3 2021 | Q3 2023 | 9 |
First Bancorp, Inc /ME/ | 9 | 9 | 0.45% | 0.63% | 0.80% | Q3 2021 | Q3 2023 | 9 |
FORSTA AP-FONDEN | 9 | 9 | 0.15% | 0.24% | 0.37% | Q3 2021 | Q3 2023 | 9 |
WINTON GROUP Ltd | 9 | 9 | 0.07% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Ruffer LLP | 9 | 9 | 0.46% | 1.33% | 2.08% | Q3 2021 | Q3 2023 | 9 |
State of New Jersey Common Pension Fund D | 9 | 9 | 0.16% | 0.20% | 0.25% | Q3 2021 | Q3 2023 | 9 |
KCM INVESTMENT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.11% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
WESBANCO BANK INC | 9 | 9 | 0.17% | 0.23% | 0.26% | Q3 2021 | Q3 2023 | 9 |
DAVIS R M INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FineMark National Bank & Trust | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
EXCALIBUR MANAGEMENT CORP | 9 | 9 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
LAZARD ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Candriam S.C.A. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Hillman Capital Management, Inc. | 9 | 9 | 0.11% | 0.19% | 0.28% | Q3 2021 | Q3 2023 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
XPONANCE, INC. | 9 | 9 | 0.10% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
GEODE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.17% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
SFE Investment Counsel | 9 | 9 | 0.35% | 0.54% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Gifford Fong Associates | 9 | 9 | 0.70% | 1.08% | 1.51% | Q3 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 9 | 9 | 0.03% | 0.17% | 0.54% | Q3 2021 | Q3 2023 | 9 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.01% | 0.08% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Riggs Asset Managment Co. Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
SVB WEALTH LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Granite Investment Partners, LLC | 9 | 9 | 0.12% | 0.17% | 0.47% | Q3 2021 | Q3 2023 | 9 |
ASPIRIANT, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Amundi | 9 | 9 | 0.06% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 9 | 9 | 0.39% | 0.57% | 0.71% | Q3 2021 | Q3 2023 | 9 |
Institute for Wealth Management, LLC. | 9 | 9 | 0.13% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.05% | 0.10% | 0.17% | Q3 2021 | Q3 2023 | 9 |
PZENA INVESTMENT MANAGEMENT LLC | 9 | 9 | 2.23% | 3.90% | 4.98% | Q3 2021 | Q3 2023 | 9 |
APG Asset Management N.V. | 9 | 9 | 0.13% | 0.19% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Raymond James Financial Services Advisors, Inc. | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
YHB Investment Advisors, Inc. | 9 | 9 | 0.33% | 0.43% | 0.53% | Q3 2021 | Q3 2023 | 9 |
JOHN G ULLMAN & ASSOCIATES INC | 9 | 9 | 0.19% | 0.30% | 0.48% | Q3 2021 | Q3 2023 | 9 |
Douglass Winthrop Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Tortoise Investment Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BOKF, NA | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
SHELTON CAPITAL MANAGEMENT | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
CAPE COD FIVE CENTS SAVINGS BANK | 9 | 9 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
TRILLIUM ASSET MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Retirement Systems of Alabama | 9 | 9 | 0.10% | 0.14% | 0.32% | Q3 2021 | Q3 2023 | 9 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 9 | 0.07% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 9 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
1832 Asset Management L.P. | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
AMG National Trust Bank | 9 | 9 | 0.05% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
BRIGHTON JONES LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Twin Lakes Capital Management, LLC | 9 | 9 | 0.03% | 0.38% | 3.17% | Q3 2021 | Q3 2023 | 9 |
STATE STREET CORP | 9 | 9 | 0.16% | 0.22% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Alhambra Investment Management LLC | 9 | 9 | 0.47% | 0.61% | 0.73% | Q3 2021 | Q3 2023 | 9 |
Westchester Capital Management, Inc. | 9 | 9 | 0.46% | 0.60% | 0.71% | Q3 2021 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MBA Advisors LLC | 9 | 9 | 0.49% | 0.65% | 0.85% | Q3 2021 | Q3 2023 | 9 |
Marble Harbor Investment Counsel, LLC | 9 | 9 | 0.57% | 0.76% | 0.94% | Q3 2021 | Q3 2023 | 9 |
GREAT LAKES ADVISORS, LLC | 9 | 9 | 0.21% | 0.49% | 0.70% | Q3 2021 | Q3 2023 | 9 |
LOOMIS SAYLES & CO L P | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.02% | 0.06% | 0.15% | Q3 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Prime Capital Investment Advisors, LLC | 9 | 9 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.18% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
TAURUS ASSET MANAGEMENT, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Avion Wealth | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CITY HOLDING CO | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
VAN STRUM & TOWNE INC. | 9 | 9 | 0.25% | 0.34% | 0.43% | Q3 2021 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.02% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Achmea Investment Management B.V. | 9 | 9 | 0.11% | 0.21% | 0.53% | Q3 2021 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 9 | 9 | 0.02% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Advisors LLC | 9 | 9 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
TCW GROUP INC | 9 | 9 | 0.17% | 0.54% | 0.76% | Q3 2021 | Q3 2023 | 9 |
METROPOLITAN LIFE INSURANCE CO/NY | 9 | 9 | 0.16% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HARTFORD INVESTMENT MANAGEMENT CO | 9 | 9 | 0.20% | 0.26% | 0.33% | Q3 2021 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Laird Norton Wetherby Wealth Management, LLC | 9 | 9 | 0.07% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
SRS Capital Advisors, Inc. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Meiji Yasuda Asset Management Co Ltd. | 9 | 9 | 0.04% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Bragg Financial Advisors, Inc | 9 | 9 | 0.23% | 0.29% | 0.35% | Q3 2021 | Q3 2023 | 9 |
Berkshire Bank | 9 | 9 | 0.09% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Gryphon Financial Partners LLC | 9 | 9 | 0.14% | 0.19% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.18% | 0.27% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Laffer Tengler Investments, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Mirae Asset Global Investments Co., Ltd. | 9 | 9 | 0.03% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
HoyleCohen, LLC | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Private Portfolio Partners LLC | 9 | 9 | 0.06% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
IFP Advisors, Inc | 9 | 9 | 0.01% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Hardy Reed LLC | 9 | 9 | 0.05% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Koss-Olinger Consulting, LLC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
TD ASSET MANAGEMENT INC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
SG Americas Securities, LLC | 9 | 9 | 0.03% | 0.07% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Costello Asset Management, INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
FEDERATED HERMES, INC. | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Asset Management One Co., Ltd. | 9 | 9 | 0.14% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 9 |
FIRST CITIZENS BANK & TRUST CO | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Fisher Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Capital Investment Counsel, Inc | 9 | 9 | 0.07% | 0.09% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Capital Research Global Investors | 9 | 9 | 0.93% | 2.01% | 2.85% | Q3 2021 | Q3 2023 | 9 |
SEARLE & CO. | 9 | 9 | 0.10% | 0.14% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
BSW Wealth Partners | 9 | 9 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
TOWER BRIDGE ADVISORS | 9 | 9 | 0.03% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Wealth Planning Services, Inc. | 9 | 9 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
PLIMOTH TRUST CO LLC | 9 | 9 | 0.28% | 0.36% | 0.43% | Q3 2021 | Q3 2023 | 9 |
FIL Ltd | 9 | 9 | 0.07% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 9 | 9 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Hanson & Doremus Investment Management | 9 | 9 | 0.08% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.10% | 0.20% | 0.38% | Q3 2021 | Q3 2023 | 9 |
National Pension Service | 9 | 9 | 0.20% | 0.27% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Continuum Advisory, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
HM PAYSON & CO | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.09% | 0.17% | Q3 2021 | Q3 2023 | 9 |
PARTHENON LLC | 9 | 9 | 0.37% | 0.43% | 0.54% | Q3 2021 | Q3 2023 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 9 |
FIDUCIARY TRUST CO | 9 | 9 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
TFC Financial Management, Inc. | 9 | 9 | 0.13% | 0.18% | 0.25% | Q3 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 9 | 9 | 0.07% | 0.21% | 0.53% | Q3 2021 | Q3 2023 | 9 |
Murphy, Middleton, Hinkle & Parker, Inc. | 9 | 9 | 0.14% | 0.19% | 0.24% | Q3 2021 | Q3 2023 | 9 |
WNY Asset Management, LLC | 9 | 9 | 0.08% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Balentine LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
STOCK YARDS BANK & TRUST CO | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
BROWN BROTHERS HARRIMAN & CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ARMSTRONG HENRY H ASSOCIATES INC | 9 | 9 | 0.11% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Parkside Financial Bank & Trust | 9 | 9 | 0.09% | 0.13% | 0.20% | Q3 2021 | Q3 2023 | 9 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.14% | 0.18% | 0.23% | Q3 2021 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.03% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.21% | 0.44% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Spears Abacus Advisors LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
GRANDFIELD & DODD, LLC | 9 | 9 | 0.05% | 0.61% | 2.00% | Q3 2021 | Q3 2023 | 9 |
Pflug Koory, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
CLEAR INVESTMENT RESEARCH, LLC | 9 | 9 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
PRIO WEALTH LIMITED PARTNERSHIP | 9 | 9 | 0.09% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Wealthfront Advisers LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Horan Securities, Inc. | 8 | 1 | 0.10% | 0.16% | 0.24% | Q2 2021 | Q3 2023 | 9 |
GLENMEDE TRUST CO NA | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
1ST SOURCE BANK | 9 | 9 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
GRIMES & COMPANY, INC. | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Kentucky Retirement Systems | 9 | 9 | 0.22% | 0.28% | 0.33% | Q3 2021 | Q3 2023 | 9 |
NorthRock Partners, LLC | 9 | 9 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.03% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Wealth Dimensions Group, Ltd. | 9 | 9 | 0.14% | 0.21% | 0.33% | Q3 2021 | Q3 2023 | 9 |
ALBION FINANCIAL GROUP /UT | 9 | 9 | 0.38% | 0.49% | 0.62% | Q3 2021 | Q3 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
ALLSTATE CORP | 9 | 9 | 0.02% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Legal & General Group Plc | 9 | 9 | 0.18% | 0.22% | 0.25% | Q3 2021 | Q3 2023 | 9 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 9 | 9 | 0.04% | 1.67% | 2.34% | Q3 2021 | Q3 2023 | 9 |
BlackRock Inc. | 9 | 9 | 0.14% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Korea Investment CORP | 9 | 9 | 0.04% | 0.14% | 0.26% | Q3 2021 | Q3 2023 | 9 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 9 | 9 | 0.37% | 0.50% | 0.72% | Q3 2021 | Q3 2023 | 9 |
Van Cleef Asset Management,Inc | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
DIVIDEND ASSETS CAPITAL, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Optas, LLC | 9 | 9 | 0.17% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Robeco Institutional Asset Management B.V. | 9 | 9 | 0.02% | 0.08% | 0.17% | Q3 2021 | Q3 2023 | 9 |
COURIER CAPITAL LLC | 9 | 9 | 0.08% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.01% | 0.24% | 0.52% | Q4 2021 | Q3 2023 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Deane Retirement Strategies, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
EVERETT HARRIS & CO /CA/ | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Allegheny Financial Group LTD | 9 | 9 | 0.13% | 0.18% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Bangor Savings Bank | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BLAIR WILLIAM & CO/IL | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
MONARCH CAPITAL MANAGEMENT INC/ | 9 | 9 | 0.26% | 0.35% | 0.43% | Q3 2021 | Q3 2023 | 9 |
GABELLI FUNDS LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
EMFO, LLC | 9 | 9 | 0.01% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 9 |
LATHROP INVESTMENT MANAGEMENT CORP | 9 | 9 | 0.57% | 0.92% | 2.02% | Q3 2021 | Q3 2023 | 9 |
Platform Technology Partners | 9 | 9 | 0.12% | 0.23% | 0.83% | Q3 2021 | Q3 2023 | 9 |
Daiwa Securities Group Inc. | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.02% | 0.10% | 0.38% | Q3 2021 | Q3 2023 | 9 |
CAPITAL INTERNATIONAL LTD /CA/ | 9 | 9 | 0.06% | 0.15% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Telos Capital Management, Inc. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FIRST TRUST ADVISORS LP | 9 | 9 | 0.01% | 0.05% | 0.24% | Q3 2021 | Q3 2023 | 9 |
ROYAL LONDON ASSET MANAGEMENT LTD | 9 | 9 | 0.11% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Douglas Lane & Associates, LLC | 9 | 9 | 0.54% | 1.13% | 1.72% | Q3 2021 | Q3 2023 | 9 |
PYA Waltman Capital, LLC | 9 | 9 | 0.10% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Wealth Alliance | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
EARNEST PARTNERS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
S.A. Mason LLC | 9 | 9 | 0.06% | 0.23% | 0.60% | Q3 2021 | Q3 2023 | 9 |
Benin Management CORP | 9 | 9 | 0.18% | 0.21% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Weaver Consulting Group | 9 | 9 | 0.16% | 0.21% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Mitsubishi UFJ Asset Management Co., Ltd. | 9 | 9 | 0.14% | 0.20% | 0.23% | Q3 2021 | Q3 2023 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9 | 9 | 0.05% | 0.16% | 0.27% | Q3 2021 | Q3 2023 | 9 |
NORTH STAR ASSET MANAGEMENT INC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Monte Financial Group, LLC | 9 | 9 | 0.16% | 0.22% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Checchi Capital Advisers, LLC | 9 | 9 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Core Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.08% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 9 | 9 | 0.39% | 0.50% | 0.60% | Q3 2021 | Q3 2023 | 9 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
CANADA PENSION PLAN INVESTMENT BOARD | 9 | 9 | 0.04% | 0.08% | 0.17% | Q3 2021 | Q3 2023 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Plante Moran Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ST GERMAIN D J CO INC | 6 | 3 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q4 2023 | 9 |
J.W. COLE ADVISORS, INC. | 9 | 9 | 0.05% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Supplemental Annuity Collective Trust of NJ | 9 | 9 | 0.29% | 0.37% | 0.47% | Q3 2021 | Q3 2023 | 9 |
Prospera Financial Services Inc | 9 | 9 | 0.03% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Lee Financial Co | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Capital Investment Advisory Services, LLC | 9 | 9 | 0.05% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Csenge Advisory Group | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Carolina Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
SOL Capital Management CO | 9 | 9 | 0.52% | 0.66% | 0.89% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.10% | 0.14% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Fairfax Financial Holdings | 9 | 9 | 0.28% | 0.53% | 0.95% | Q3 2021 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
KARPAS STRATEGIES, LLC | 9 | 9 | 0.23% | 0.33% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Hudock, Inc. | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Financial Advocates Investment Management | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
HALL LAURIE J TRUSTEE | 9 | 9 | 0.22% | 0.28% | 0.36% | Q3 2021 | Q3 2023 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.03% | 0.06% | 0.28% | Q3 2021 | Q3 2023 | 9 |
MORGAN STANLEY | 9 | 9 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
McIlrath & Eck, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NICHOLS & PRATT ADVISERS LLP /MA | 9 | 9 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Piscataqua Savings Bank | 9 | 9 | 0.40% | 0.45% | 0.54% | Q3 2021 | Q3 2023 | 9 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 9 | 9 | 0.19% | 0.23% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Annex Advisory Services, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 | 9 | 0.55% | 0.68% | 0.87% | Q3 2021 | Q3 2023 | 9 |
MACKENZIE FINANCIAL CORP | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Parisi Gray Wealth Management | 9 | 9 | 0.17% | 0.23% | 0.29% | Q3 2021 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.13% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Utah Retirement Systems | 9 | 9 | 0.20% | 0.25% | 0.30% | Q3 2021 | Q3 2023 | 9 |
MetLife Investment Management, LLC | 9 | 9 | 0.16% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 9 | 9 | 0.03% | 0.10% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Arizona State Retirement System | 9 | 9 | 0.19% | 0.24% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Accredited Investors Inc. | 9 | 9 | 0.05% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 9 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 9 | 9 | 1.86% | 3.47% | 5.06% | Q3 2021 | Q3 2023 | 9 |
FIRST NATIONAL BANK OF OMAHA | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Northside Capital Management, LLC | 9 | 9 | 0.09% | 0.12% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Private Ocean, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
UMB Bank, n.a. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 9 | 9 | 0.19% | 0.24% | 0.31% | Q3 2021 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 9 | 9 | 0.07% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
PITTENGER & ANDERSON INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
IMS Capital Management | 9 | 9 | 0.73% | 0.92% | 1.12% | Q3 2021 | Q3 2023 | 9 |
Nuveen Asset Management, LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
UNITED BANK | 9 | 9 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.29% | 0.54% | 0.68% | Q3 2021 | Q3 2023 | 9 |
CHICAGO TRUST Co NA | 9 | 9 | 0.30% | 0.41% | 0.74% | Q3 2021 | Q3 2023 | 9 |
Calamos Advisors LLC | 9 | 9 | 0.11% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q1 2023 | Q3 2023 | 9 |
Dai-ichi Life Insurance Company, Ltd | 9 | 9 | 0.04% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 9 | 9 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Wambolt & Associates, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
CENTRAL BANK & TRUST CO | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BROWN ADVISORY INC | 9 | 9 | 0.02% | 0.09% | 0.55% | Q3 2021 | Q3 2023 | 9 |
TriaGen Wealth Management LLC | 9 | 9 | 0.11% | 0.20% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Claro Advisors LLC | 9 | 9 | 0.08% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Bouvel Investment Partners, LLC | 9 | 9 | 0.95% | 1.23% | 1.43% | Q3 2021 | Q3 2023 | 9 |
HARVEY INVESTMENT CO LLC | 9 | 9 | 0.07% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 9 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q2 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 2.68% | 3.22% | 3.56% | Q4 2021 | Q3 2023 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 2 | 0.15% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 8 |
Allen Investment Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Moisand Fitzgerald Tamayo, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Dynamic Advisor Solutions LLC | 6 | 2 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 8 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 2 | 0.13% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.14% | 0.22% | 0.34% | Q4 2021 | Q3 2023 | 8 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 2 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Codex Capital, L.L.C. | 8 | 8 | 1.36% | 3.24% | 4.11% | Q4 2021 | Q3 2023 | 8 |
LPL Financial LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Private Advisor Group, LLC | 6 | 2 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Armbruster Capital Management, Inc. | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 8 |
MOLLER WEALTH PARTNERS | 6 | 2 | 0.08% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.10% | Q3 2021 | Q2 2023 | 8 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 8 |
Eudaimonia Partners, LLC | 7 | 1 | 0.10% | 0.18% | 0.39% | Q3 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 5 | 3 | 0.11% | 0.37% | 0.67% | Q3 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
MITCHELL SINKLER & STARR/PA | 8 | 8 | 0.24% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 8 |
1834 INVESTMENT ADVISORS CO | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 8 | 8 | 0.06% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 6 | 2 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 8 |
Tempus Wealth Planning, LLC | 6 | 2 | 3.81% | 4.70% | 5.53% | Q3 2021 | Q3 2023 | 8 |
Maryland State Retirement & Pension System | 4 | 4 | 0.17% | 0.20% | 0.25% | Q3 2021 | Q3 2023 | 8 |
Arlington Partners LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 6 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 6 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 6 | 2 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Janney Capital Management LLC | 6 | 2 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Lakeside Advisors, INC. | 8 | 8 | 0.94% | 1.12% | 1.23% | Q4 2021 | Q3 2023 | 8 |
BAR HARBOR WEALTH MANAGEMENT | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Kowal Investment Group, LLC | 6 | 2 | 0.13% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 8 |
OLD NATIONAL BANCORP /IN/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.06% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 1.02% | 1.29% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Diligent Investors, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Asset Dedication, LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PRING TURNER CAPITAL GROUP INC | 8 | 8 | 0.35% | 0.51% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bollard Group LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
USA FINANCIAL FORMULAS | 5 | 3 | 0.00% | 0.04% | 0.28% | Q3 2021 | Q3 2023 | 8 |
First PREMIER Bank | 6 | 2 | 0.08% | 0.12% | 0.18% | Q3 2021 | Q3 2023 | 8 |
REGIONS FINANCIAL CORP | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Curated Wealth Partners LLC | 8 | 8 | 0.06% | 0.10% | 0.21% | Q3 2021 | Q2 2023 | 8 |
ROCKLAND TRUST CO | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DekaBank Deutsche Girozentrale | 6 | 2 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JONES FINANCIAL COMPANIES LLLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Clean Energy Transition LLP | 7 | 7 | 0.55% | 6.88% | 17.49% | Q4 2021 | Q2 2023 | 8 |
TIAA, FSB | 8 | 8 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q2 2023 | 8 |
Deseret Mutual Benefit Administrators | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
BAXTER BROS INC | 5 | 3 | 0.04% | 0.39% | 0.71% | Q3 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 3.12% | 3.85% | 4.76% | Q4 2021 | Q3 2023 | 8 |
Financial Avengers, Inc. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 8 | 8 | 0.12% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Proficio Capital Partners LLC | 5 | 3 | 0.03% | 0.06% | 0.20% | Q3 2021 | Q3 2023 | 8 |
Iron Horse Wealth Management, LLC | 6 | 2 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 8 |
FIRST HAWAIIAN BANK | 8 | 8 | 0.01% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.26% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Capital International Sarl | 8 | 8 | 0.03% | 0.16% | 0.33% | Q4 2021 | Q3 2023 | 8 |
WealthOne, LLC | 6 | 2 | 0.09% | 0.15% | 0.24% | Q3 2021 | Q3 2023 | 8 |
Truvestments Capital LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Vontobel Holding Ltd. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 2 | 0.02% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 8 |
Connolly Sarah T. | 4 | 4 | 0.14% | 0.19% | 0.27% | Q3 2021 | Q3 2023 | 8 |
Good Life Advisors, LLC | 6 | 2 | 0.07% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Sargent Investment Group, LLC | 8 | 8 | 0.42% | 0.86% | 3.12% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Bridgewater Associates | 8 | 8 | 0.00% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
First Command Bank | 8 | 8 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
SHUFRO ROSE & CO LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 6 | 2 | 0.07% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 8 |
NewSquare Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.13% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 6 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Russell Investments Group, Ltd. | 6 | 2 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Matthew Goff Investment Advisor, LLC | 8 | 8 | 0.96% | 1.25% | 1.48% | Q4 2021 | Q3 2023 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.05% | 0.36% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 5 | 3 | 0.01% | 0.23% | 0.39% | Q3 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ANDERSON HOAGLAND & CO | 6 | 2 | 0.46% | 0.60% | 0.71% | Q3 2021 | Q3 2023 | 8 |
State of Alaska, Department of Revenue | 6 | 2 | 0.12% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 6 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.07% | 0.09% | 0.16% | Q3 2021 | Q2 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTMENT MANAGEMENT | 7 | 1 | 0.17% | 0.86% | 1.20% | Q3 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Herold Advisors, Inc. | 5 | 3 | 0.09% | 0.13% | 0.21% | Q3 2021 | Q3 2023 | 8 |
Choate Investment Advisors | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ROCKY MOUNTAIN ADVISERS, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TSFG, LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.51% | 0.93% | 1.41% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Veritable, L.P. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Main Street Financial Solutions, LLC | 6 | 2 | 0.03% | 0.06% | 0.11% | Q3 2021 | Q3 2023 | 8 |
Family Legacy, Inc. | 8 | 8 | 0.26% | 0.43% | 0.63% | Q4 2021 | Q3 2023 | 8 |
CNB Bank | 6 | 2 | 0.11% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 6 | 2 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 8 |
NBT BANK N A /NY | 6 | 2 | 0.07% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.16% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
FAGAN ASSOCIATES, INC. | 8 | 8 | 0.08% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 8 | 8 | 0.14% | 0.50% | 1.06% | Q4 2021 | Q3 2023 | 8 |
IFS Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Aries Wealth Management | 6 | 2 | 0.20% | 0.27% | 0.33% | Q3 2021 | Q3 2023 | 8 |
Investors Research Corp | 6 | 2 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.09% | 0.33% | 0.53% | Q4 2021 | Q3 2023 | 8 |
COMERICA SECURITIES,INC. | 5 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 3 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Regal Investment Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 6 | 2 | 0.09% | 0.36% | 0.81% | Q3 2021 | Q3 2023 | 8 |
CoreFirst Bank & Trust | 6 | 2 | 0.22% | 0.26% | 0.33% | Q3 2021 | Q3 2023 | 8 |
BONNESS ENTERPRISES INC | 6 | 2 | 0.40% | 0.53% | 0.68% | Q3 2021 | Q3 2023 | 8 |
WESTPAC BANKING CORP | 6 | 2 | 0.17% | 0.36% | 0.50% | Q3 2021 | Q3 2023 | 8 |
One River Asset Management, LLC | 4 | 4 | 0.01% | 1.53% | 6.74% | Q4 2022 | Q3 2023 | 8 |
Johnson Midwest Financial, LLC | 6 | 2 | 0.08% | 0.15% | 0.27% | Q3 2021 | Q3 2023 | 8 |
AMERICAN NATIONAL BANK | 6 | 2 | 0.03% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.17% | 0.23% | 0.38% | Q4 2021 | Q3 2023 | 8 |
SECURIAN ASSET MANAGEMENT, INC | 8 | 8 | 0.14% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
WEDBUSH SECURITIES INC | 6 | 2 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q2 2023 | 8 |
IPG Investment Advisors LLC | 8 | 8 | 0.17% | 0.23% | 0.49% | Q4 2021 | Q3 2023 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 2 | 0.00% | 0.26% | 0.59% | Q3 2021 | Q3 2023 | 8 |
Sendero Wealth Management, LLC | 8 | 8 | 0.15% | 0.33% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Providence Capital Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.07% | 0.17% | Q4 2021 | Q3 2023 | 8 |
First Command Financial Services, Inc. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Essex Financial Services, Inc. | 8 | 8 | 0.12% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Eukles Asset Management | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Grant/GrossMendelsohn, LLC | 6 | 2 | 0.13% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 8 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.38% | 0.48% | 0.64% | Q3 2021 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.03% | 0.09% | 0.37% | Q3 2021 | Q3 2023 | 8 |
Cedar Mountain Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
MERIDIAN INVESTMENT COUNSEL INC. | 8 | 8 | 0.32% | 0.41% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Hills Bank & Trust Co | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Janney Montgomery Scott LLC | 6 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
MERIDIAN MANAGEMENT CO | 5 | 3 | 0.12% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 8 |
Skandinaviska Enskilda Banken AB (publ) | 8 | 8 | 0.00% | 0.03% | 0.15% | Q3 2021 | Q2 2023 | 8 |
Ethic Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
TimeScale Financial, Inc. | 8 | 8 | 0.10% | 0.12% | 0.16% | Q3 2021 | Q2 2023 | 8 |
INDEPENDENT INVESTORS INC | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Cullen Capital Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WELCH & FORBES LLC | 6 | 2 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 8 |
Kingsview Wealth Management, LLC | 6 | 2 | 0.03% | 0.22% | 0.56% | Q3 2021 | Q3 2023 | 8 |
Siemens Fonds Invest GmbH | 6 | 2 | 0.17% | 0.23% | 0.33% | Q3 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 5 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 6 | 2 | 0.03% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 1.80% | 2.18% | 2.43% | Q4 2021 | Q3 2023 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
West Branch Capital LLC | 5 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.06% | 0.10% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Aberdeen Wealth Management LLC | 4 | 4 | 0.18% | 0.59% | 1.66% | Q3 2021 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2023 | 8 |
Old Port Advisors | 7 | 1 | 0.22% | 0.28% | 0.37% | Q3 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.45% | 0.73% | 0.89% | Q1 2021 | Q3 2023 | 8 |
WINTRUST INVESTMENTS LLC | 8 | 8 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Bray Capital Advisors | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
TRUSTEES OF GENERAL ELECTRIC PENSION TRUST | 8 | 8 | 57.78% | 94.72% | 100.00% | Q4 2021 | Q3 2023 | 8 |
Court Place Advisors, LLC | 8 | 8 | 0.21% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 5 | 3 | 0.05% | 0.09% | 0.13% | Q3 2021 | Q4 2023 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Pacific Center for Financial Services | 5 | 3 | 0.06% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 8 |
Cadence Bank | 5 | 3 | 0.02% | 0.10% | 0.26% | Q3 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 8 |
IAG Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 6 | 2 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 8 |
BNC WEALTH MANAGEMENT, LLC | 6 | 2 | 0.12% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 8 |
Disciplined Investments, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
KLCM Advisors, Inc. | 8 | 8 | 0.07% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 6 | 2 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 8 |
ARS Wealth Advisors Group, LLC | 4 | 4 | 0.03% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Oakworth Capital, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Birch Hill Investment Advisors LLC | 6 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
TRUSTCO BANK CORP N Y | 6 | 2 | 2.03% | 2.86% | 3.86% | Q3 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Independent Advisor Alliance | 6 | 2 | 0.00% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 8 |
SANDERS MORRIS HARRIS LLC | 6 | 2 | 0.07% | 0.13% | 0.24% | Q3 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q2 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.04% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Cannell & Co. | 8 | 8 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q2 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.05% | 0.24% | Q2 2021 | Q1 2023 | 8 |
SPC Financial, Inc. | 5 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Cribstone Capital Management, LLC | 7 | 7 | 0.08% | 0.11% | 0.15% | Q2 2021 | Q4 2022 | 7 |
GREATMARK INVESTMENT PARTNERS, INC. | 4 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.02% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 3 | 0.02% | 0.17% | 0.54% | Q4 2021 | Q3 2023 | 7 |
44 WEALTH MANAGEMENT LLC | 5 | 2 | 0.16% | 0.21% | 0.26% | Q3 2021 | Q2 2023 | 7 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 7 | 0.01% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.01% | 0.14% | 0.50% | Q3 2021 | Q1 2023 | 7 |
Taylor Hoffman Wealth Management | 5 | 2 | 0.11% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 7 |
New England Research & Management, Inc. | 7 | 7 | 0.17% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Stamos Capital Partners, L.P. | 6 | 1 | 0.09% | 0.54% | 2.54% | Q3 2021 | Q3 2023 | 7 |
Windsor Wealth Management, Inc. | 6 | 1 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Trexquant Investment LP | 4 | 3 | 0.14% | 0.34% | 0.70% | Q4 2021 | Q3 2023 | 7 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.13% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 7 |
Beacon Financial Advisory LLC | 7 | 7 | 0.30% | 0.41% | 0.52% | Q3 2021 | Q1 2023 | 7 |
Rehmann Capital Advisory Group | 4 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
SYM FINANCIAL Corp | 4 | 3 | 0.05% | 0.10% | 0.19% | Q3 2021 | Q3 2023 | 7 |
Cohen Capital Management, Inc. | 7 | 7 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Caprock Group, LLC | 5 | 2 | 0.00% | 0.30% | 0.45% | Q4 2021 | Q3 2023 | 7 |
Wagner Wealth Management, LLC | 5 | 2 | 0.05% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 7 |
IFG Advisory, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Alberta Investment Management Corp | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2021 | Q3 2023 | 7 |
Sovereign Financial Group, Inc. | 6 | 1 | 0.12% | 0.27% | 0.33% | Q3 2021 | Q2 2023 | 7 |
Next Level Private LLC | 5 | 2 | 2.89% | 3.77% | 4.28% | Q4 2021 | Q3 2023 | 7 |
Radnor Capital Management, LLC | 6 | 1 | 0.50% | 0.61% | 0.73% | Q4 2021 | Q3 2023 | 7 |
Amtrust Financial Services, Inc. | 7 | 7 | 0.27% | 0.57% | 1.88% | Q3 2021 | Q1 2023 | 7 |
Keel Point, LLC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
RNC CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.19% | 0.48% | Q3 2021 | Q1 2023 | 7 |
Parsec Financial Management, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Founders Financial Alliance, LLC | 5 | 2 | 0.10% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 7 |
CHOREO, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Compagnie Lombard Odier SCmA | 5 | 2 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 7 |
SFMG, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Missouri Trust & Investment Co | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 6 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.19% | 0.73% | 1.70% | Q1 2022 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Mill Capital Management, LLC | 7 | 7 | 0.16% | 0.19% | 0.24% | Q1 2022 | Q3 2023 | 7 |
HRT FINANCIAL LP | 6 | 1 | 0.05% | 0.55% | 1.08% | Q4 2021 | Q3 2023 | 7 |
LEE DANNER & BASS INC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 7 | 7 | 0.08% | 0.10% | 0.17% | Q2 2021 | Q4 2022 | 7 |
Westhampton Capital, LLC | 4 | 3 | 0.17% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
BBR PARTNERS, LLC | 7 | 7 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.48% | 0.73% | 0.95% | Q4 2021 | Q2 2023 | 7 |
Roundview Capital LLC | 4 | 3 | 0.02% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 7 |
Onyx Bridge Wealth Group LLC | 4 | 3 | 0.08% | 0.12% | 0.15% | Q3 2021 | Q3 2023 | 7 |
DUBUQUE BANK & TRUST CO | 4 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
MUFG Securities EMEA plc | 7 | 7 | 0.00% | 0.05% | 0.18% | Q3 2021 | Q1 2023 | 7 |
CX Institutional | 4 | 1 | 0.01% | 0.06% | 0.30% | Q3 2021 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.02% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 7 |
TD Capital Management LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
VAN ECK ASSOCIATES CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 1 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Bridge Creek Capital Management LLC | 7 | 7 | 0.66% | 0.94% | 1.23% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 6 | 1 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Smith Anglin Financial, LLC | 4 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Accel Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
MADISON WEALTH MANAGEMENT | 4 | 3 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 7 |
PETTYJOHN, WOOD & WHITE, INC | 4 | 3 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 7 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 4 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 7 |
MAIRS & POWER INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Humankind Investments LLC | 7 | 7 | 0.63% | 0.75% | 0.82% | Q3 2021 | Q1 2023 | 7 |
Snider Financial Group | 3 | 2 | 0.11% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Inscription Capital, LLC | 4 | 3 | 0.06% | 0.11% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Haverford Trust Co | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Eldridge Investment Advisors, Inc. | 4 | 3 | 0.08% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.02% | 0.05% | 0.18% | Q1 2022 | Q3 2023 | 7 |
LSV ASSET MANAGEMENT | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Graypoint LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Uncommon Cents Investing LLC | 7 | 7 | 0.28% | 0.63% | 0.84% | Q1 2022 | Q3 2023 | 7 |
First National Bank of South Miami | 5 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 7 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 5 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 7 |
CWM, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 7 |
ROMAN BUTLER FULLERTON & CO | 7 | 7 | 0.17% | 0.23% | 0.28% | Q1 2022 | Q3 2023 | 7 |
PLATINUM INVESTMENT MANAGEMENT LTD | 7 | 7 | 2.09% | 2.49% | 2.80% | Q3 2021 | Q1 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Capital World Investors | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
SFG Wealth Management, LLC. | 6 | 1 | 1.26% | 1.52% | 1.78% | Q4 2021 | Q3 2023 | 7 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 1 | 0.12% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Armor Investment Advisors, LLC | 7 | 7 | 0.14% | 0.18% | 0.22% | Q3 2021 | Q1 2023 | 7 |
Santori & Peters, Inc. | 4 | 3 | 0.13% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.08% | 0.21% | Q1 2022 | Q3 2023 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7 | 7 | 0.28% | 0.61% | 1.12% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Pettee Investors, Inc. | 7 | 7 | 0.33% | 0.40% | 0.46% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Grove Bank & Trust | 4 | 1 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Sabal Trust CO | 4 | 3 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 7 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 7 |
Laird Norton Wetherby Trust Company, LLC | 4 | 3 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 7 |
Foundations Investment Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MARK ASSET MANAGEMENT LP | 5 | 2 | 0.92% | 2.06% | 3.04% | Q3 2021 | Q3 2023 | 7 |
Exchange Capital Management, Inc. | 4 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 7 |
Level Financial Advisors | 6 | 1 | 0.01% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 7 |
King Wealth Management Group | 4 | 3 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 7 |
BOSTON RESEARCH & MANAGEMENT INC | 4 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.25% | 0.32% | 0.58% | Q4 2021 | Q2 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
CHELSEA COUNSEL CO | 4 | 1 | 0.00% | 0.20% | 0.38% | Q2 2020 | Q4 2022 | 7 |
Kidder Stephen W | 4 | 3 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 4 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Edge Capital Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Farmers & Merchants Trust Co of Long Beach | 4 | 3 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 7 |
Marks Group Wealth Management, Inc | 4 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Baldrige Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Walker Asset Management, LLC | 6 | 1 | 0.18% | 0.28% | 0.37% | Q4 2021 | Q4 2023 | 7 |
Mizuho Securities Co. Ltd. | 3 | 2 | 0.00% | 0.02% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Buttonwood Financial Advisors Inc. | 6 | 1 | 0.34% | 0.40% | 0.53% | Q4 2021 | Q3 2023 | 7 |
BECKER CAPITAL MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Holocene Advisors, LP | 5 | 2 | 0.01% | 0.25% | 0.52% | Q3 2021 | Q3 2023 | 7 |
Concord Wealth Partners | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 7 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 7 | 7 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Successful Portfolios LLC | 4 | 3 | 0.14% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 7 |
Keystone Financial Group | 3 | 2 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 7 |
WFA of San Diego, LLC | 4 | 1 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 7 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 1 | 0.05% | 0.16% | 0.34% | Q3 2021 | Q3 2023 | 7 |
DAVIDSON TRUST CO | 4 | 3 | 0.18% | 0.19% | 0.23% | Q3 2021 | Q3 2023 | 7 |
AVITY INVESTMENT MANAGEMENT INC. | 4 | 3 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Laidlaw Wealth Management LLC | 4 | 3 | 0.06% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 7 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 6 | 0.13% | 0.17% | 0.20% | Q3 2021 | Q4 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.14% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
HCR Wealth Advisors | 4 | 2 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Summit Trail Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
NORGES BANK | 6 | 6 | 0.11% | 0.14% | 0.18% | Q3 2021 | Q4 2022 | 6 |
Fusion Capital, LLC | 3 | 3 | 0.12% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 6 |
THOMPSON DAVIS & CO., INC. | 4 | 2 | 0.19% | 0.38% | 0.46% | Q4 2021 | Q3 2023 | 6 |
Coastwise Capital Group, LLC | 4 | 2 | 0.23% | 0.36% | 0.58% | Q1 2022 | Q3 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.05% | 0.16% | Q3 2021 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 2 | 0.06% | 0.31% | 0.56% | Q3 2021 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.22% | 0.30% | 0.35% | Q3 2022 | Q4 2023 | 6 |
Wealth Architects, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 6 |
GAMBLE JONES INVESTMENT COUNSEL | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2022 | 6 |
Realta Investment Advisors | 3 | 1 | 0.03% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
EQUITABLE TRUST CO | 6 | 6 | 0.16% | 1.00% | 1.34% | Q2 2022 | Q3 2023 | 6 |
Performa Ltd (US), LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.17% | 0.21% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ervin Investment Management, LLC | 5 | 1 | 0.18% | 0.35% | 0.47% | Q1 2022 | Q3 2023 | 6 |
AUA CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Fortitude Advisory Group L.L.C. | 4 | 2 | 0.15% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
WATERS PARKERSON & CO., LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Aspen Investment Management Inc | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q3 2023 | 6 |
PRIVATE ASSET MANAGEMENT INC | 4 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2023 | 6 |
4J Wealth Management LLC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q3 2021 | Q3 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Reitz Capital Advisors LLC | 6 | 6 | 0.42% | 0.61% | 0.83% | Q1 2022 | Q2 2023 | 6 |
Financial Architects, Inc | 3 | 3 | 0.03% | 0.04% | 0.08% | Q3 2021 | Q2 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.05% | 0.11% | Q1 2022 | Q2 2023 | 6 |
LETKO, BROSSEAU & ASSOCIATES INC | 6 | 6 | 0.73% | 0.87% | 1.02% | Q3 2021 | Q4 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Qtron Investments LLC | 5 | 1 | 0.08% | 0.15% | 0.21% | Q3 2021 | Q3 2023 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.02% | 0.11% | Q3 2021 | Q3 2023 | 6 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.07% | 0.79% | 1.55% | Q3 2021 | Q4 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bell & Brown Wealth Advisors, LLC | 3 | 3 | 0.13% | 0.18% | 0.21% | Q3 2021 | Q2 2023 | 6 |
Kepos Capital LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
SMITH, MOORE & CO. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.07% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Marathon Trading Investment Management LLC | 4 | 1 | 0.00% | 0.22% | 0.60% | Q3 2021 | Q2 2023 | 6 |
Summit X, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.13% | 0.17% | 0.21% | Q3 2021 | Q4 2022 | 6 |
Lehman & Derafelo Financial Resources LLC | 6 | 6 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q4 2022 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ROBERTS GLORE & CO INC /IL/ | 3 | 3 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.14% | 0.45% | Q2 2022 | Q3 2023 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Omnia Family Wealth, LLC | 6 | 6 | 0.17% | 0.21% | 0.26% | Q3 2021 | Q4 2022 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Lauterbach Financial Advisors, LLC | 4 | 2 | 0.20% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 6 |
AIA Group Ltd | 3 | 1 | 0.01% | 0.06% | 0.14% | Q3 2021 | Q3 2023 | 6 |
Beacon Harbor Wealth Advisors, Inc. | 4 | 2 | 0.11% | 0.16% | 0.25% | Q3 2021 | Q1 2023 | 6 |
Ameritas Advisory Services, LLC | 4 | 2 | 0.04% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 6 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 4 | 2 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q1 2023 | 6 |
WoodTrust Financial Corp | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 6 | 0.00% | 0.08% | 0.20% | Q3 2021 | Q4 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.07% | 0.25% | Q1 2022 | Q2 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.48% | 0.63% | 0.78% | Q1 2022 | Q3 2023 | 6 |
FirstPurpose Wealth LLC | 6 | 6 | 0.17% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
SteelPeak Wealth, LLC | 5 | 1 | 0.01% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 6 |
Lebenthal Global Advisors, LLC | 6 | 6 | 0.14% | 0.19% | 0.24% | Q3 2021 | Q4 2022 | 6 |
Parkside Investments, LLC | 6 | 6 | 0.15% | 0.17% | 0.19% | Q3 2021 | Q4 2022 | 6 |
Triangle Securities Wealth Management | 4 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Everhart Financial Group, Inc. | 5 | 1 | 0.11% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 6 |
HARRIS ASSOCIATES L P | 6 | 6 | 0.00% | 0.42% | 0.74% | Q3 2021 | Q4 2022 | 6 |
Long Focus Capital Management, LLC | 6 | 6 | 0.11% | 0.71% | 0.99% | Q4 2021 | Q1 2023 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.05% | 0.17% | Q3 2021 | Q3 2023 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.10% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 6 |
WEST MICHIGAN ADVISORS, LLC | 6 | 6 | 0.18% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
FIRST UNITED BANK & TRUST | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Mechanics Bank Trust Department | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 6 |
Wade Financial Advisory, Inc | 3 | 3 | 0.10% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 6 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 6 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Dorsey & Whitney Trust CO LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
BOENNING & SCATTERGOOD, INC. | 6 | 6 | 0.24% | 0.33% | 0.42% | Q3 2021 | Q4 2022 | 6 |
TWO SIGMA ADVISERS, LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Tevis Investment Management | 4 | 2 | 0.13% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 6 |
SUMMIT FINANCIAL GROUP, INC. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Lumbard & Kellner, LLC | 3 | 3 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 6 |
Syverson Strege & Co | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q4 2021 | 6 |
Meridian Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 6 |
Lantz Financial LLC | 4 | 2 | 0.09% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 6 |
STEWART & PATTEN CO LLC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
ARGI Investment Services, LLC | 6 | 6 | 0.12% | 0.15% | 0.20% | Q3 2021 | Q4 2022 | 6 |
Rossmore Private Capital | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Knights of Columbus Asset Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
LOEWS CORP | 6 | 6 | 0.09% | 0.25% | 0.36% | Q3 2021 | Q4 2022 | 6 |
Global Wealth Management Investment Advisory, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Advance Capital Management, Inc. | 4 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 6 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 2 | 0.15% | 0.19% | 0.23% | Q3 2021 | Q1 2023 | 6 |
Apella Capital, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q4 2023 | 6 |
NORTHEAST INVESTMENT MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.13% | 0.21% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Members Trust Co | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Delos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.02% | 0.09% | 0.26% | Q3 2021 | Q3 2023 | 6 |
Tyler-Stone Wealth Management | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
BRAVE ASSET MANAGEMENT INC | 6 | 6 | 0.08% | 0.11% | 0.12% | Q3 2021 | Q4 2022 | 6 |
Proquility Private Wealth Partners, LLC | 6 | 6 | 0.21% | 0.36% | 0.79% | Q3 2021 | Q4 2022 | 6 |
Engineers Gate Manager LP | 5 | 1 | 0.04% | 0.30% | 0.57% | Q4 2021 | Q3 2023 | 6 |
Sierra Capital LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Buckingham Capital Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Eisler Capital (US) LLC | 3 | 3 | 0.02% | 0.11% | 0.33% | Q1 2023 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.06% | 0.12% | Q3 2021 | Q2 2023 | 6 |
Palisade Asset Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q4 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Truepoint, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TOBAM | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
M Holdings Securities, Inc. | 6 | 6 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Vident Investment Advisory, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q2 2023 | 6 |
Vulcan Value Partners, LLC | 6 | 6 | 2.09% | 4.00% | 6.33% | Q2 2022 | Q3 2023 | 6 |
Convergence Investment Partners, LLC | 3 | 3 | 0.12% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 6 |
Advisory Alpha, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
YorkBridge Wealth Partners, LLC | 3 | 2 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 5 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.10% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Tufton Capital Management | 4 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
PFG Advisors | 3 | 2 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
FAIRFIELD, BUSH & CO. | 4 | 1 | 0.05% | 0.12% | 0.17% | Q3 2021 | Q2 2023 | 5 |
Greenspring Advisors, LLC | 3 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.72% | 1.26% | Q4 2021 | Q3 2023 | 5 |
Visionary Wealth Advisors | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 5 |
Aspire Wealth Management Corp | 4 | 1 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Investment Research & Advisory Group, Inc. | 5 | 5 | 0.61% | 0.75% | 0.82% | Q3 2022 | Q3 2023 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 0.01% | 0.15% | 0.26% | Q3 2021 | Q3 2022 | 5 |
CenterStar Asset Management, LLC | 2 | 2 | 0.02% | 0.11% | 0.22% | Q3 2021 | Q4 2021 | 5 |
Marcum Wealth, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Savior LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 5 | 5 | 0.07% | 0.32% | 0.56% | Q4 2021 | Q4 2022 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 2 | 0.01% | 0.21% | 0.60% | Q2 2022 | Q3 2023 | 5 |
Personal Capital Advisors Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.02% | 0.10% | 0.21% | Q3 2022 | Q3 2023 | 5 |
NICOLET ADVISORY SERVICES, LLC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 5 |
BANK OF THE WEST | 3 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 5 |
Trust Co of Kansas | 5 | 5 | 0.18% | 0.24% | 0.28% | Q3 2022 | Q3 2023 | 5 |
SADOFF INVESTMENT MANAGEMENT LLC | 5 | 5 | 2.59% | 3.03% | 3.74% | Q3 2021 | Q3 2022 | 5 |
MMBG INVESTMENT ADVISORS CO. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 5 |
Spectrum Financial Alliance Ltd LLC | 4 | 1 | 3.33% | 4.13% | 4.81% | Q2 2022 | Q3 2023 | 5 |
FSM Wealth Advisors, LLC | 5 | 5 | 0.20% | 0.24% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Leelyn Smith, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.14% | 0.34% | Q3 2021 | Q3 2023 | 5 |
Capital International Investors | 5 | 5 | 0.15% | 0.99% | 1.51% | Q3 2022 | Q3 2023 | 5 |
HighTower Trust Company, N.A. | 3 | 2 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q1 2023 | 5 |
Pointe Capital Management LLC | 4 | 1 | 0.00% | 0.23% | 0.38% | Q2 2021 | Q3 2023 | 5 |
Perennial Investment Advisors, LLC | 3 | 2 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 5 |
Red Door Wealth Management, LLC | 3 | 2 | 0.05% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 5 |
Cornerstone Advisors, LLC | 3 | 2 | 0.12% | 0.33% | 0.48% | Q4 2021 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
ROOSEVELT INVESTMENT GROUP LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Ilmarinen Mutual Pension Insurance Co | 3 | 2 | 0.03% | 0.08% | 0.14% | Q3 2021 | Q4 2022 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 5 |
VERUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Ceredex Value Advisors LLC | 5 | 5 | 0.59% | 0.79% | 1.09% | Q3 2021 | Q3 2022 | 5 |
Axiom Investment Management LLC | 5 | 5 | 0.66% | 1.25% | 1.88% | Q4 2021 | Q4 2022 | 5 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
HWG Holdings LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.10% | 0.48% | 1.26% | Q3 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
PDS Planning, Inc | 4 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
CYPRESS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q2 2022 | 5 |
Cerity Partners LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.07% | 0.10% | 0.13% | Q3 2021 | Q3 2022 | 5 |
Avondale Wealth Management | 5 | 5 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Albar Capital Ltd | 2 | 1 | 0.37% | 1.33% | 3.30% | Q4 2021 | Q3 2023 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Capital Markets Trading UK LLP | 5 | 5 | 0.05% | 0.08% | 0.14% | Q3 2021 | Q3 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.14% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
COMERICA BANK | 3 | 2 | 0.00% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 5 |
GROUP ONE TRADING, L.P. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Morse Asset Management, Inc | 3 | 2 | 0.05% | 0.11% | 0.33% | Q3 2021 | Q3 2023 | 5 |
CONTINENTAL ADVISORS LLC | 3 | 2 | 0.66% | 1.34% | 2.36% | Q3 2021 | Q4 2022 | 5 |
SEEYOND | 3 | 2 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q4 2022 | 5 |
Andra AP-fonden | 5 | 5 | 0.02% | 0.12% | 0.23% | Q2 2022 | Q2 2023 | 5 |
State of Wyoming | 3 | 1 | 0.04% | 0.12% | 0.26% | Q3 2021 | Q1 2023 | 5 |
DOWLING & YAHNKE LLC | 5 | 5 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Machina Capital S.A.S. | 4 | 1 | 0.19% | 0.58% | 0.91% | Q4 2021 | Q2 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
American Research & Management Co. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Arden Trust Co | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Broderick Brian C | 3 | 2 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
CMT Capital Markets Trading GmbH | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Ashfield Capital Partners, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2022 | 5 |
CenterBook Partners LP | 4 | 1 | 0.16% | 0.30% | 0.43% | Q2 2022 | Q3 2023 | 5 |
Norway Savings Bank | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 5 |
Varma Mutual Pension Insurance Co | 3 | 1 | 0.00% | 0.13% | 0.33% | Q3 2021 | Q3 2023 | 5 |
Coastal Bridge Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q1 2023 | 5 |
AlphaCrest Capital Management LLC | 5 | 5 | 0.08% | 0.12% | 0.21% | Q3 2021 | Q3 2022 | 5 |
COWA, LLC | 3 | 2 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q1 2023 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 1 | 0.06% | 0.23% | 0.48% | Q1 2022 | Q3 2023 | 5 |
Cornerstone Investment Partners, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Ziegler Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
AXS Investments LLC | 4 | 1 | 0.01% | 0.21% | 0.86% | Q3 2021 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.24% | 0.53% | 1.12% | Q3 2022 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
American Portfolios Advisors | 5 | 5 | 0.08% | 0.10% | 0.17% | Q3 2021 | Q3 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Kemnay Advisory Services Inc. | 5 | 5 | 0.65% | 2.12% | 3.31% | Q3 2021 | Q3 2022 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
Ellevest, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 5 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Covington Capital Management | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Portman Square Capital LLP | 2 | 1 | 0.06% | 0.14% | 0.26% | Q4 2022 | Q3 2023 | 5 |
CHIRON CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.24% | 0.94% | 1.59% | Q3 2021 | Q4 2022 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2022 | 5 |
GIRARD PARTNERS LTD. | 4 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 5 |
US Asset Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 5 |
MATHER GROUP, LLC. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Act Two Investors LLC | 5 | 5 | 1.24% | 1.69% | 2.09% | Q4 2021 | Q4 2022 | 5 |
SG3 Management, LLC | 5 | 5 | 0.03% | 0.09% | 0.15% | Q4 2021 | Q4 2022 | 5 |
Kessler Investment Group, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Spectrum Management Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Game Creek Capital, LP | 5 | 5 | 0.12% | 0.16% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Financial Enhancement Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Acorn Wealth Advisors, LLC | 3 | 2 | 0.13% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 5 |
RB Capital Management, LLC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Massachusetts Wealth Management | 4 | 4 | 0.71% | 0.97% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q3 2021 | Q1 2023 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.12% | 0.42% | Q1 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
VICUS CAPITAL | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.66% | 0.69% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Vestmark Advisory Solutions, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Chanos & Co LP | 3 | 3 | 0.87% | 2.35% | 3.98% | Q4 2022 | Q2 2023 | 4 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Pasadena Private Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.91% | 3.17% | 9.54% | Q2 2021 | Q1 2022 | 4 |
True North Advisors, LLC | 4 | 4 | 0.48% | 0.51% | 0.53% | Q4 2022 | Q3 2023 | 4 |
GFS Advisors, LLC | 2 | 2 | 0.08% | 0.44% | 1.38% | Q3 2021 | Q3 2022 | 4 |
Taconic Capital Advisors LP | 3 | 3 | 0.28% | 0.58% | 0.95% | Q3 2021 | Q1 2022 | 4 |
Power Corp of Canada | 3 | 1 | 0.00% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 4 |
Ignite Planners, LLC | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ProVise Management Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q2 2022 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Overbrook Management Corp | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 4 |
ING GROEP NV | 2 | 2 | 0.01% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Aaron Wealth Advisors LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.80% | 0.82% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Shay Capital LLC | 2 | 1 | 0.03% | 0.44% | 1.31% | Q4 2021 | Q3 2023 | 4 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.42% | 0.69% | 1.06% | Q4 2021 | Q1 2022 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
BARINGS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.52% | 0.56% | 0.62% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Darwin Wealth Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
StoneX Group Inc. | 2 | 2 | 0.03% | 0.07% | 0.11% | Q3 2021 | Q3 2022 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.10% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Azimuth Capital Management LLC | 4 | 4 | 0.12% | 0.15% | 0.19% | Q2 2021 | Q1 2022 | 4 |
First Command Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 4 |
Congress Park Capital LLC | 4 | 4 | 0.78% | 0.93% | 1.06% | Q3 2021 | Q2 2022 | 4 |
Abbrea Capital, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.11% | 0.44% | 0.66% | Q4 2021 | Q2 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.16% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HERON FINANCIAL GROUP, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q2 2023 | 4 |
Freedom Investment Management, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.02% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 3 | 1 | 0.07% | 0.95% | 2.07% | Q3 2021 | Q3 2023 | 4 |
WBH ADVISORY INC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Wealth Alliance Advisory Group, LLC | 2 | 1 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q4 2022 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Magnus Financial Group LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Calamos Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
GoalVest Advisory LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Sound View Wealth Advisors Group, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Vise Technologies, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.37% | 0.51% | 0.68% | Q4 2022 | Q3 2023 | 4 |
LexAurum Advisors, LLC | 3 | 1 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.57% | 0.77% | 1.01% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2022 | Q3 2023 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 1 | 0.09% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 4 |
Concentric Capital Strategies, LP | 3 | 1 | 0.73% | 1.69% | 3.28% | Q3 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.12% | 0.12% | 0.13% | Q1 2010 | Q3 2023 | 4 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.37% | 0.58% | 0.88% | Q3 2021 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
J. L. Bainbridge & Co., Inc. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SeaTown Holdings Pte. Ltd. | 4 | 4 | 1.00% | 1.61% | 2.53% | Q3 2021 | Q2 2022 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 4 |
PORTLAND INVESTMENT COUNSEL INC. | 4 | 4 | 2.50% | 3.31% | 3.78% | Q3 2021 | Q2 2022 | 4 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q1 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TWIN CAPITAL MANAGEMENT INC | 2 | 2 | 0.30% | 0.35% | 0.46% | Q2 2021 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 0.31% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Redpoint Investment Management Pty Ltd | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q3 2022 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.01% | 0.14% | 0.21% | Q3 2021 | Q2 2022 | 4 |
Caption Management, LLC | 2 | 2 | 0.01% | 0.13% | 0.30% | Q3 2021 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.23% | 0.54% | Q3 2021 | Q1 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.12% | 0.63% | 1.51% | Q4 2022 | Q3 2023 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 1 | 0.92% | 1.15% | 1.25% | Q3 2021 | Q3 2023 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Intrua Financial, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2023 | 4 |
Kathmere Capital Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL INSURANCE CO | 4 | 4 | 0.21% | 0.28% | 0.35% | Q2 2021 | Q1 2022 | 4 |
WRIGHT INVESTORS SERVICE INC | 3 | 1 | 0.13% | 0.19% | 0.24% | Q3 2021 | Q2 2023 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Perfromance Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
First Personal Financial Services | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q4 2022 | 4 |
Capstone Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Benchmark Investment Advisors LLC | 4 | 4 | 0.43% | 0.49% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Indie Asset Partners, LLC | 4 | 4 | 0.24% | 0.35% | 0.44% | Q3 2021 | Q2 2022 | 4 |
New England Professional Planning Group Inc. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2021 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.25% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
City State Bank | 3 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.18% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Baron Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
RBF Capital, LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q2 2022 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Straight Path Wealth Management | 3 | 1 | 0.20% | 0.28% | 0.37% | Q4 2021 | Q4 2022 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.10% | 0.21% | Q3 2021 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Altium Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q2 2022 | 4 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.03% | 0.39% | 0.60% | Q3 2021 | Q3 2023 | 4 |
SNS Financial Group, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.12% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Edgestream Partners, L.P. | 2 | 1 | 0.03% | 0.19% | 0.36% | Q3 2021 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.83% | 0.94% | 1.03% | Q4 2022 | Q3 2023 | 4 |
First Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Silicon Valley Capital Partners | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.04% | 1.01% | 1.36% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.70% | 2.10% | 2.94% | Q3 2021 | Q2 2023 | 4 |
ACIMA PRIVATE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Narwhal Capital Management | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Orion Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Electron Capital Partners, LLC | 4 | 4 | 4.98% | 5.92% | 6.73% | Q4 2022 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.07% | 0.19% | 0.31% | Q2 2022 | Q1 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Deuterium Capital Management, LLC | 3 | 1 | 0.35% | 0.89% | 1.46% | Q4 2021 | Q2 2023 | 4 |
Lake Point Wealth Management | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
UNIO CAPITAL LLC | 4 | 4 | 2.20% | 2.87% | 3.20% | Q4 2022 | Q3 2023 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.14% | 0.58% | 1.08% | Q4 2022 | Q3 2023 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hoese & Co LLP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 4 | 0.17% | 0.55% | 1.35% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management | 4 | 4 | 0.04% | 0.15% | 0.21% | Q3 2021 | Q2 2022 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.37% | 0.65% | 1.04% | Q4 2022 | Q3 2023 | 4 |
ADVOCATE GROUP LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.12% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Nishkama Capital, LLC | 3 | 1 | 0.43% | 0.71% | 1.08% | Q4 2021 | Q4 2022 | 4 |
HYMAN CHARLES D | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 1.54% | 1.71% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.23% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q1 2023 | 4 |
RICHELIEU GESTION SA | 4 | 4 | 1.81% | 2.16% | 2.48% | Q1 2022 | Q4 2022 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.76% | 0.81% | 0.92% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.01% | 0.17% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Verum Partners LLC | 4 | 4 | 0.15% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
SkyView Investment Advisors, LLC | 3 | 1 | 0.00% | 0.20% | 0.42% | Q3 2021 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.20% | 0.30% | 0.39% | Q3 2021 | Q3 2023 | 4 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BANK HAPOALIM BM | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
SAGE FINANCIAL GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.34% | 0.44% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Source Financial Advisors LLC | 3 | 3 | 0.12% | 0.15% | 0.21% | Q3 2021 | Q1 2022 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Senator Investment Group LP | 2 | 1 | 0.66% | 2.32% | 4.44% | Q3 2021 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
XN LP | 3 | 3 | 5.99% | 7.09% | 7.99% | Q1 2023 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.30% | 0.33% | 0.37% | Q3 2021 | Q1 2022 | 3 |
PGGM Investments | 3 | 3 | 0.04% | 0.17% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Verus Financial Partners, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.13% | 0.14% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Howard Capital Management Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Financial Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Seelaus Asset Management LLC | 3 | 3 | 0.52% | 0.71% | 0.86% | Q1 2023 | Q3 2023 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q2 2022 | 3 |
MONECO Advisors, LLC | 2 | 1 | 0.06% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FORA Capital, LLC | 3 | 3 | 0.09% | 0.46% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.10% | 0.13% | 0.14% | Q2 2022 | Q2 2022 | 3 |
Navalign, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
BAR HARBOR TRUST SERVICES | 3 | 3 | 0.00% | 0.21% | 0.32% | Q4 2021 | Q2 2022 | 3 |
COHEN & STEERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Jupiter Wealth Management LLC | 3 | 3 | 0.11% | 0.14% | 0.19% | Q2 2021 | Q4 2021 | 3 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.75% | 0.93% | 1.05% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.17% | 0.41% | 0.71% | Q3 2021 | Q1 2022 | 3 |
Capitolis Advisors LLC | 2 | 1 | 0.07% | 0.16% | 0.31% | Q3 2021 | Q3 2022 | 3 |
Vigilare Wealth Management | 2 | 1 | 0.24% | 0.35% | 0.44% | Q3 2021 | Q2 2022 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2021 | Q1 2022 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.05% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
ADVISOR PARTNERS LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q2 2022 | 3 |
WestEnd Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Gilman Hill Asset Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Bouchey Financial Group Ltd | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Ledyard National Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
West Family Investments, Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 3 |
Meritage Group LP | 3 | 3 | 3.78% | 7.39% | 9.74% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kalos Management, Inc. | 2 | 1 | 0.01% | 0.10% | 0.14% | Q3 2021 | Q1 2023 | 3 |
Oak Asset Management, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Souders Financial Advisors | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Maple Capital Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.29% | 0.38% | 0.51% | Q1 2022 | Q3 2023 | 3 |
Palestra Capital Management LLC | 3 | 3 | 3.26% | 4.11% | 4.84% | Q1 2023 | Q3 2023 | 3 |
Altavista Wealth Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Waterfront Wealth Inc. | 2 | 1 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2023 | 3 |
Advisor OS, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.12% | 0.28% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.19% | 0.21% | 0.25% | Q3 2021 | Q1 2022 | 3 |
Bedel Financial Consulting, Inc. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.14% | 0.22% | 0.33% | Q3 2021 | Q2 2023 | 3 |
Financial Advantage, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.14% | 0.21% | Q3 2021 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Widmann Financial Services, Inc. | 2 | 1 | 0.15% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Capital Group Private Client Services, Inc. | 3 | 3 | 0.40% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.19% | 0.22% | 0.25% | Q3 2021 | Q1 2022 | 3 |
Foster Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
L & S Advisors Inc | 1 | 1 | 0.02% | 0.37% | 0.73% | Q2 2021 | Q3 2023 | 3 |
FAYEZ SAROFIM & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Ascent Group, LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Citizens Business Bank | 3 | 3 | 0.37% | 0.40% | 0.46% | Q3 2021 | Q1 2022 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Octavia Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 3 |
Crescent Grove Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 3 |
E Fund Management Co., Ltd. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 3 |
Jade Capital Advisors, LLC | 3 | 3 | 1.46% | 3.90% | 6.16% | Q3 2021 | Q1 2022 | 3 |
One Charles Private Wealth Services, LLC | 2 | 1 | 0.12% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 1.07% | 1.70% | 2.60% | Q1 2023 | Q3 2023 | 3 |
FIRST NATIONAL BANK SIOUX FALLS | 3 | 3 | 0.22% | 0.28% | 0.39% | Q3 2021 | Q1 2022 | 3 |
Alaethes Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Mechanics Financial Corp | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.13% | 0.22% | Q1 2022 | Q1 2023 | 3 |
Intersect Capital LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sand Hill Global Advisors, LLC | 3 | 3 | 0.21% | 0.22% | 0.25% | Q3 2021 | Q1 2022 | 3 |
Nippon Life Global Investors Americas, Inc. | 3 | 3 | 0.18% | 0.21% | 0.23% | Q3 2021 | Q1 2022 | 3 |
Manitou Investment Management Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Enterprise Trust & Investment Co | 2 | 1 | 0.12% | 0.16% | 0.22% | Q3 2021 | Q2 2022 | 3 |
McAdam, LLC | 1 | 1 | 0.02% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 3 |
TruWealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
BONTEMPO OHLY CAPITAL MGMT LLC | 3 | 3 | 0.27% | 0.34% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.38% | 0.74% | 1.03% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Neo Ivy Capital Management | 1 | 1 | 0.25% | 0.50% | 0.82% | Q1 2022 | Q2 2023 | 3 |
LS Investment Advisors, LLC | 2 | 1 | 0.04% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 3 |
Oak Thistle LLC | 3 | 3 | 0.25% | 0.69% | 1.13% | Q4 2021 | Q2 2022 | 3 |
MQS Management LLC | 2 | 1 | 0.14% | 0.26% | 0.34% | Q2 2022 | Q2 2023 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 2.27% | 3.73% | 4.98% | Q1 2023 | Q3 2023 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 3 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Abbot Financial Management, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Pearl River Capital, LLC | 2 | 1 | 0.05% | 0.15% | 0.23% | Q4 2021 | Q3 2022 | 3 |
Knott David M Jr | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
New Jersey Better Educational Savings Trust | 2 | 1 | 0.40% | 0.48% | 0.53% | Q3 2021 | Q3 2023 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Loveless Wealth Management LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q1 2022 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.48% | 0.48% | 0.49% | Q4 2022 | Q3 2023 | 3 |
WJ Wealth Management, LLC | 2 | 1 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 3 |
HNP Capital LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q3 2021 | Q1 2022 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.07% | 0.16% | 0.34% | Q1 2023 | Q3 2023 | 3 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 3 | 0.16% | 0.30% | 0.43% | Q1 2023 | Q3 2023 | 3 |
V Wealth Advisors LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 3 |
Goodwin Investment Advisory | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Atria Investments, Inc | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Copperwynd Financial, LLC | 3 | 3 | 0.80% | 1.14% | 1.79% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 3 | 3 | 0.21% | 0.26% | 0.30% | Q3 2021 | Q1 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Greenfield Savings Bank | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q4 2023 | 3 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
American National Registered Investment Advisor, Inc. | 3 | 3 | 0.26% | 0.28% | 0.31% | Q3 2021 | Q1 2022 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.72% | 2.78% | 4.13% | Q4 2021 | Q2 2022 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.26% | 0.34% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.35% | 0.78% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Mount Capital Ltd | 3 | 3 | 0.60% | 0.68% | 0.72% | Q4 2021 | Q2 2022 | 3 |
Artisan Partners Limited Partnership | 3 | 3 | 0.24% | 0.36% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Advisory Resource Group | 2 | 1 | 0.06% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 3 |
Boltwood Capital Management | 3 | 3 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q1 2022 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 3 |
WEALTH EFFECTS LLC | 2 | 1 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q2 2023 | 3 |
Alpha Family Trust | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
PITCAIRN CO | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
PALLADIUM PARTNERS LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Apriem Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
L. Roy Papp & Associates, LLP | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.28% | 0.35% | 0.41% | Q4 2021 | Q2 2022 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.24% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
TCI Fund Management | 3 | 3 | 8.55% | 12.95% | 16.70% | Q1 2023 | Q3 2023 | 3 |
RETIREMENT CAPITAL STRATEGIES | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 3 |
HM Capital Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q1 2022 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.15% | 0.22% | 0.32% | Q3 2021 | Q1 2022 | 3 |
FRED ALGER MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
D1 Capital Partners L.P. | 3 | 3 | 1.01% | 2.77% | 4.21% | Q1 2023 | Q3 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Tradewinds, LLC. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Traverso Chambers Private Wealth Management, LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Kathleen S. Wright Associates Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Cordasco Financial Network | 2 | 1 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q2 2022 | 3 |
PREMIER ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.84% | 2.37% | Q3 2021 | Q1 2022 | 3 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.15% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
River Street Advisors LLC | 3 | 3 | 0.22% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 3 |
Slate Path Capital LP | 3 | 3 | 0.16% | 1.17% | 2.78% | Q1 2023 | Q3 2023 | 3 |
Hurlow Wealth Management Group, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.46% | 2.95% | 7.85% | Q3 2021 | Q2 2023 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Fee-Only Financial Planning, L.C. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Monterey Private Wealth, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Trek Financial, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
J.P. Marvel Investment Advisors, LLC | 3 | 3 | 0.52% | 0.56% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.27% | 0.28% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
IndexIQ Advisors LLC | 3 | 3 | 0.06% | 0.10% | 0.18% | Q3 2021 | Q1 2022 | 3 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Hummer Financial Advisory Services Inc | 2 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
GuoLine Advisory Pte Ltd | 3 | 3 | 5.65% | 9.95% | 16.13% | Q1 2023 | Q3 2023 | 3 |
Quantitative Investment Management, LLC | 3 | 3 | 0.25% | 0.99% | 1.48% | Q2 2022 | Q4 2022 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.07% | 0.21% | Q1 2023 | Q3 2023 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Sterneck Capital Management, LLC | 2 | 1 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q4 2022 | 3 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.30% | 0.40% | 0.48% | Q3 2022 | Q3 2023 | 3 |
Security Financial Services, INC. | 2 | 1 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Claret Asset Management Corp | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BCS Wealth Management | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 3 |
Avestar Capital, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 2 |
Renaissance Investment Group LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 2 |
Vantage Consulting Group Inc | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Otter Creek Advisors, LLC | 1 | 1 | 1.51% | 1.96% | 2.42% | Q3 2022 | Q3 2023 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.76% | 1.25% | 1.74% | Q4 2021 | Q3 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Must Asset Management Inc. | 2 | 2 | 1.03% | 1.13% | 1.22% | Q1 2023 | Q2 2023 | 2 |
SAGE RHINO CAPITAL LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Alliance Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.26% | 0.33% | Q3 2021 | Q4 2021 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2023 | Q4 2023 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CSS LLC/IL | 1 | 1 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q4 2022 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 2 | 0.26% | 0.58% | 0.90% | Q3 2021 | Q4 2021 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.71% | 0.86% | 1.00% | Q2 2023 | Q3 2023 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Buckley Wealth Management, LLC | 1 | 1 | 0.06% | 0.22% | 0.37% | Q1 2022 | Q3 2023 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q4 2023 | 2 |
BALLAST ADVISORS LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 2 | 3.04% | 3.04% | 3.04% | Q2 2023 | Q3 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Berger Financial Group, Inc | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 2 |
ECLECTIC ASSOCIATES INC /ADV | 2 | 2 | 0.27% | 0.28% | 0.28% | Q3 2021 | Q4 2021 | 2 |
Crescent Capital Consulting, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Q3 Asset Management | 2 | 2 | 0.87% | 0.93% | 1.00% | Q1 2023 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 2 | 1.13% | 1.92% | 2.71% | Q2 2023 | Q3 2023 | 2 |
SYNTAX ADVISORS, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Ursa Fund Management, LLC | 1 | 1 | 4.50% | 21.02% | 37.54% | Q4 2022 | Q4 2022 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.15% | 0.23% | 0.32% | Q3 2021 | Q4 2021 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.02% | 0.47% | 0.91% | Q4 2021 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Newbrook Capital Advisors LP | 2 | 2 | 3.14% | 3.23% | 3.33% | Q2 2023 | Q3 2023 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.11% | 0.16% | 0.21% | Q4 2021 | Q1 2023 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HFG Advisors, Inc. | 2 | 2 | 0.54% | 0.63% | 0.73% | Q2 2023 | Q3 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.04% | 0.11% | 0.18% | Q3 2021 | Q4 2021 | 2 |
XY Capital Ltd | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2023 | Q1 2023 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.19% | 0.25% | Q1 2023 | Q3 2023 | 2 |
WD RUTHERFORD LLC | 2 | 2 | 0.38% | 0.39% | 0.41% | Q2 2023 | Q3 2023 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.42% | 0.43% | 0.45% | Q1 2022 | Q2 2022 | 2 |
CAPITAL ONE FINANCIAL CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.16% | 0.20% | 0.25% | Q1 2022 | Q2 2022 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.41% | 0.46% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 2 |
SOMERVILLE KURT F | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
KCS Wealth Advisory | 2 | 2 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Curran Financial Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
TIEMANN INVESTMENT ADVISORS, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
PCA Investment Advisory Services Inc. | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
AGF Investments LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Friedenthal Financial | 2 | 2 | 0.48% | 0.52% | 0.55% | Q1 2023 | Q2 2023 | 2 |
Better Money Decisions, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 2 |
Americana Partners, LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q3 2021 | Q4 2021 | 2 |
AJ Advisors, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Burgundy Asset Management Ltd. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Merrion Investment Management Co, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
United Asset Strategies, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NuWave Investment Management, LLC | 1 | 1 | 0.48% | 0.70% | 0.93% | Q4 2021 | Q2 2022 | 2 |
NorthCrest Asset Manangement, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gleason Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CAHABA WEALTH MANAGEMENT, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.15% | 0.81% | 1.47% | Q3 2021 | Q4 2021 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.10% | 0.16% | 0.22% | Q3 2022 | Q4 2022 | 2 |
MARTIN & CO INC /TN/ | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Leucadia National | 2 | 2 | 0.04% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 2 |
Brookfield Asset Management | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q2 2023 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2023 | Q3 2023 | 2 |
CAHILL FINANCIAL ADVISORS INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Windmill Hill Asset Management Ltd | 2 | 2 | 1.25% | 1.31% | 1.37% | Q2 2023 | Q3 2023 | 2 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Exchange Bank | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Wealth Management Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2023 | 2 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Nixon Capital, LLC | 2 | 2 | 3.59% | 4.08% | 4.56% | Q3 2021 | Q4 2021 | 2 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Smithfield Trust Co | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Harbor Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
WEST BANCORPORATION INC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.31% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Woodline Partners LP | 1 | 1 | 0.25% | 0.46% | 0.67% | Q4 2022 | Q3 2023 | 2 |
UNITED FIRE GROUP INC | 2 | 2 | 0.55% | 1.16% | 1.77% | Q3 2021 | Q4 2021 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.34% | 0.43% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2023 | Q4 2023 | 2 |
Pure Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.02% | 0.08% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Cipher Capital LP | 1 | 1 | 0.16% | 0.36% | 0.57% | Q2 2022 | Q3 2023 | 2 |
Prism Advisors, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Egerton Capital (UK) LLP | 2 | 2 | 4.32% | 4.62% | 4.92% | Q2 2023 | Q3 2023 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Clear Sky Advisers, LLC | 2 | 2 | 3.16% | 3.20% | 3.24% | Q2 2023 | Q3 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q3 2021 | Q4 2021 | 2 |
Highland Private Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Pendal Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 2 |
Willow Creek Wealth Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CADENCE BANK NA | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 2 |
Crescent Sterling, Ltd. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q2 2023 | 2 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.15% | 0.52% | 0.88% | Q2 2023 | Q3 2023 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Gladius Capital Management LP | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Financial Council Asset Management Inc | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Olympiad Research LP | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.59% | 0.72% | 0.84% | Q1 2023 | Q2 2023 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Pegasus Partners Ltd. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.13% | 1.61% | 2.10% | Q2 2023 | Q3 2023 | 2 |
Wells Trecaso Financial Group, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
BAKER BOYER NATIONAL BANK | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Appian Way Asset Management LP | 2 | 2 | 0.67% | 1.58% | 2.49% | Q2 2023 | Q3 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Carlson Capital Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 2 |
Relyea Zuckerberg Hanson LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Ascent Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.15% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Artemis Investment Management LLP | 1 | 1 | 0.05% | 0.13% | 0.20% | Q3 2021 | Q4 2022 | 2 |
American Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Core Wealth Partners LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
OPTIONS SOLUTIONS, LLC | 2 | 2 | 0.05% | 0.43% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
JT Stratford LLC | 2 | 2 | 0.39% | 0.43% | 0.46% | Q1 2022 | Q2 2022 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q4 2021 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.11% | 0.17% | 0.23% | Q3 2021 | Q4 2021 | 2 |
Dynamic Technology Lab Private Ltd | 2 | 2 | 0.13% | 0.22% | 0.30% | Q1 2022 | Q2 2022 | 2 |
Barber Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 2 |
Westbourne Investment Advisors, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Truehand, Inc | 2 | 2 | 0.36% | 0.39% | 0.43% | Q3 2021 | Q4 2021 | 2 |
Centric Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Corton Capital Inc. | 1 | 1 | 0.15% | 0.16% | 0.16% | Q1 2022 | Q2 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Duquesne Family Office | 2 | 2 | 2.81% | 2.87% | 2.92% | Q2 2023 | Q3 2023 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 1.33% | 1.38% | 1.42% | Q3 2021 | Q4 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Seven Springs Wealth Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Royal Harbor Partners, LLC | 2 | 2 | 0.75% | 0.81% | 0.87% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q1 2022 | 2 |
McClarren Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 2 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Advantage, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2022 | Q3 2022 | 1 |
WENDELL DAVID ASSOCIATES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2021 | Q4 2021 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Summit Global Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LCNB CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q3 2021 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Manteio Capital LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
St. Louis Financial Planners Asset Management, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2023 | Q4 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Interval Partners, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Geller Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Emerson Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ADVENT INTERNATIONAL, L.P. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Ardevora Asset Management LLP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Tredje AP-fonden | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2021 | Q3 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kingsbury Capital Investment Advisors LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CastleKnight Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2023 | Q1 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Southeast Asset Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
VALICENTI ADVISORY SERVICES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
First Farmers & Merchants Bank / Trust | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Pantechnicon Advisors LLP | 1 | 1 | 5.81% | 5.81% | 5.81% | Q1 2023 | Q1 2023 | 1 |
ABSHER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2021 | Q3 2021 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 4.28% | 4.28% | 4.28% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Essex Private Wealth Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
DERBY & COMPANY, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Carroll Investors, Inc | 1 | 1 | 4.29% | 4.29% | 4.29% | Q4 2021 | Q4 2021 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
LUTS & GREENLEIGH GROUP, INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2021 | Q3 2021 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LifePro Asset Management | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2021 | Q3 2021 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 3.63% | 3.63% | 3.63% | Q1 2023 | Q1 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FINANCIAL CONSULATE, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2023 | Q2 2023 | 1 |
Prentice Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Skye Global Management LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CIM, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2023 | Q1 2023 | 1 |
Standard Family Office LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 4.41% | 4.41% | 4.41% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wall Capital Group, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Horizons Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Frontier Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carmignac Gestion | 1 | 1 | 2.45% | 2.45% | 2.45% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Sciencast Management LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2022 | Q2 2022 | 1 |
&PARTNERS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Cambridge Financial Group, Inc. | 1 | 1 | 3.42% | 3.42% | 3.42% | Q3 2023 | Q3 2023 | 1 |
Stockbridge Partners LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2023 | Q2 2023 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2023 | Q3 2023 | 1 |
Triatomic Management LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2021 | Q4 2021 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIRIOS CAPITAL MANAGEMENT L P | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
Harbor Group, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
RWQ Financial Management Services, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
BCR Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 3.57% | 3.57% | 3.57% | Q4 2022 | Q4 2022 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2021 | Q3 2021 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FOCUS Wealth Advisors, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Mudrick Capital Management, L.P. | 1 | 1 | 1.73% | 1.73% | 1.73% | Q3 2021 | Q3 2021 | 1 |
Diametric Capital, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2021 | Q3 2021 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Titus Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
G&S Capital LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2021 | Q3 2021 | 1 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bluegrass Capital Partners LP | 1 | 1 | 2.42% | 2.42% | 2.42% | Q3 2023 | Q3 2023 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
JACOBS & CO/CA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2021 | Q2 2021 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PARAGON FINANCIAL PARTNERS, INC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Live Oak Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MAKENA CAPITAL MANAGEMENT LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q3 2023 | Q3 2023 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Landmark Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Addenda Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2021 | Q3 2021 | 1 |
Optimal Asset Management, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2021 | Q3 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Triumph Capital Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
DOPKINS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
Asset Management Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NCM Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SAYA MANAGEMENT LP | 1 | 1 | 7.13% | 7.13% | 7.13% | Q3 2021 | Q3 2021 | 1 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2022 | Q4 2022 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Brandywine Global Investment Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2023 | Q1 2023 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Key Square Capital Management LLC | 1 | 1 | 4.42% | 4.42% | 4.42% | Q3 2021 | Q3 2021 | 1 |
B. Metzler seel. Sohn & Co. Holding AG | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
ERN LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2022 | Q2 2022 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2023 | Q3 2023 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
World Asset Management Inc | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2021 | Q3 2021 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
IBM Retirement Fund | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Ako Capital | 1 | 1 | 3.51% | 3.51% | 3.51% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Diversified Portfolios, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2021 | Q3 2021 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
NorthLanding Financial Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Day & Ennis, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Consilium Wealth Advisory, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cypress Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
EA Series Trust | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rollins Financial | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Selway Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2023 | Q3 2023 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own GENERAL ELECTRIC CO or have owned GENERAL ELECTRIC CO in the past.