Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.20% | Q1 2012 | Q3 2023 | 138 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 125 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 124 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 123 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 122 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 112 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 110 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.14% | 0.54% | Q2 2013 | Q3 2023 | 106 |
UBS Group AG | 36 | 36 | 0.00% | 0.10% | 0.49% | Q4 2014 | Q3 2023 | 97 |
Citadel Advisors | 30 | 3 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q3 2023 | 95 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.24% | Q1 2012 | Q3 2023 | 93 |
JANE STREET GROUP, LLC | 32 | 6 | 0.00% | 0.03% | 0.21% | Q1 2014 | Q3 2023 | 92 |
TWO SIGMA INVESTMENTS, LP | 35 | 6 | 0.00% | 0.16% | 0.74% | Q2 2013 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.08% | 0.25% | Q2 2016 | Q3 2023 | 87 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.14% | Q1 2013 | Q3 2023 | 80 |
MILLENNIUM MANAGEMENT LLC | 30 | 3 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 80 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 75 |
Jefferies Group LLC | 20 | 1 | 0.00% | 0.03% | 0.24% | Q3 2013 | Q3 2022 | 72 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 69 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 2 | 0.00% | 0.07% | 0.32% | Q4 2016 | Q3 2023 | 68 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.04% | 0.30% | 1.44% | Q4 2006 | Q3 2023 | 66 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.03% | 0.62% | Q4 2015 | Q3 2023 | 65 |
TWO SIGMA SECURITIES, LLC | 24 | 1 | 0.00% | 0.09% | 0.44% | Q4 2014 | Q3 2023 | 62 |
NOMURA HOLDINGS INC | 34 | 9 | 0.00% | 0.03% | 0.19% | Q4 2012 | Q3 2023 | 62 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.27% | 0.49% | Q2 2013 | Q3 2023 | 62 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.02% | 0.35% | 1.02% | Q1 2009 | Q3 2023 | 59 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.10% | 0.39% | Q3 2013 | Q3 2023 | 57 |
Paloma Partners Management Co | 14 | 2 | 0.00% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 56 |
PEAK6 Investments LLC | 18 | 2 | 0.00% | 0.05% | 0.54% | Q3 2018 | Q3 2023 | 56 |
Twin Tree Management, LP | 14 | 1 | 0.00% | 0.04% | 0.15% | Q4 2012 | Q2 2023 | 56 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 0.13% | 0.74% | Q2 2015 | Q3 2023 | 53 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.18% | 0.35% | Q2 2013 | Q3 2023 | 53 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q2 2018 | 51 |
TWO SIGMA ADVISERS, LP | 23 | 1 | 0.00% | 0.38% | 1.20% | Q2 2013 | Q3 2023 | 51 |
Canal Insurance CO | 42 | 42 | 0.00% | 4.14% | 7.36% | Q2 2013 | Q3 2023 | 50 |
AMALGAMATED BANK | 40 | 10 | 0.16% | 0.25% | 0.36% | Q4 2010 | Q3 2023 | 50 |
Cubist Systematic Strategies, LLC | 26 | 11 | 0.01% | 0.14% | 0.57% | Q2 2014 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.09% | 0.17% | 0.27% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.08% | 0.19% | 0.34% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.08% | 0.19% | 0.33% | Q4 2010 | Q3 2022 | 48 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 5 | 0.00% | 0.11% | 0.52% | Q2 2013 | Q3 2023 | 48 |
HAP Trading, LLC | 15 | 1 | 0.00% | 0.13% | 1.44% | Q2 2013 | Q3 2023 | 48 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 47 |
CLEAR STREET MARKETS LLC | 17 | 1 | 0.00% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 47 |
MCF Advisors LLC | 40 | 7 | 0.02% | 0.06% | 0.12% | Q4 2011 | Q3 2023 | 47 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.12% | 0.49% | Q2 2013 | Q3 2023 | 46 |
Creative Planning | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 46 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.21% | 0.30% | Q2 2013 | Q3 2023 | 45 |
Rehmann Capital Advisory Group | 27 | 3 | 0.08% | 0.20% | 0.40% | Q1 2009 | Q3 2023 | 45 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 45 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 45 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.00% | 0.26% | 0.48% | Q4 2012 | Q3 2023 | 44 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 20 | 0.02% | 0.13% | 0.54% | Q3 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.04% | Q4 2012 | Q3 2023 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.15% | 0.44% | 0.78% | Q1 2013 | Q4 2023 | 44 |
East Coast Asset Management, LLC. | 44 | 44 | 0.12% | 0.35% | 0.68% | Q4 2012 | Q3 2023 | 44 |
Norman Fields, Gottscho Capital Management, LLC | 44 | 44 | 0.33% | 0.66% | 0.96% | Q1 2013 | Q4 2023 | 44 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.14% | 0.58% | Q2 2013 | Q3 2023 | 44 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.04% | 0.24% | Q1 2013 | Q3 2023 | 44 |
TORONTO DOMINION BANK | 42 | 42 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 26 | 17 | 0.01% | 0.05% | 0.10% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.10% | 0.27% | 0.44% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.02% | 0.23% | 0.43% | Q4 2012 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.04% | 0.09% | 0.18% | Q4 2012 | Q2 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.02% | 0.13% | 1.29% | Q2 2013 | Q4 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.07% | 0.27% | 0.65% | Q1 2013 | Q3 2023 | 43 |
LYNCH & ASSOCIATES/IN | 43 | 43 | 0.47% | 1.52% | 2.11% | Q2 2013 | Q4 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.02% | 0.05% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.56% | 0.96% | 1.31% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.15% | 0.60% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.15% | 0.25% | 0.33% | Q1 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q4 2023 | 43 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.06% | 1.07% | 1.70% | Q2 2013 | Q4 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.22% | 0.37% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.14% | 0.23% | 0.29% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.08% | 0.17% | 0.27% | Q1 2013 | Q3 2023 | 43 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q1 2017 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.20% | 0.63% | 0.82% | Q2 2013 | Q4 2023 | 43 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.02% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 43 |
First Horizon Advisors, Inc. | 41 | 2 | 0.01% | 0.18% | 1.08% | Q1 2012 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.08% | 0.18% | Q1 2013 | Q3 2023 | 43 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 43 | 43 | 0.24% | 0.44% | 0.70% | Q1 2013 | Q3 2023 | 43 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 1 | 0.03% | 0.72% | 1.05% | Q2 2010 | Q3 2023 | 43 |
SCOTIA CAPITAL INC. | 40 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.38% | 0.93% | 1.40% | Q1 2013 | Q3 2023 | 43 |
Aspen Investment Management Inc | 42 | 42 | 0.43% | 0.60% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.20% | 0.46% | 0.68% | Q2 2013 | Q3 2023 | 42 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.18% | 1.71% | 3.27% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.00% | 0.19% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.14% | 0.22% | 0.38% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Exchange Capital Management, Inc. | 42 | 42 | 0.00% | 0.26% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Verity & Verity, LLC | 42 | 42 | 1.54% | 2.18% | 2.80% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NEW ENGLAND ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.18% | 1.40% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.17% | 0.33% | 0.46% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.23% | 0.56% | 1.03% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.65% | 1.49% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.53% | 0.99% | 1.52% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.16% | 0.26% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.07% | 0.40% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 1.12% | 1.95% | 2.91% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.10% | 0.38% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Aviance Capital Partners, LLC | 42 | 42 | 0.19% | 0.74% | 1.24% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.16% | 0.41% | 0.91% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.03% | 0.18% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.08% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.04% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.14% | 0.26% | 0.41% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.41% | 0.51% | 0.64% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.02% | 0.23% | 0.51% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 1.63% | 3.01% | 3.55% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.67% | 1.06% | 1.34% | Q2 2013 | Q3 2023 | 42 |
HOURGLASS CAPITAL, LLC | 42 | 42 | 0.09% | 0.32% | 1.23% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.28% | 1.33% | 2.46% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.10% | 0.20% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.09% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 42 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 42 | 42 | 0.12% | 0.37% | 1.28% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.17% | 0.27% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Ariel Investments | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.15% | 0.26% | 0.46% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.56% | 0.83% | 1.16% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.04% | 0.12% | 0.32% | Q2 2013 | Q4 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.03% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.86% | 1.29% | 1.71% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.04% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.04% | 1.45% | 2.23% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.06% | 1.01% | 3.41% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.24% | 1.18% | 2.35% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.17% | 0.25% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.14% | 0.25% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Hodges Capital Management Inc. | 42 | 42 | 0.02% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.12% | 0.26% | 0.36% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.18% | 0.29% | 0.38% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.06% | 0.27% | 0.70% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 1.18% | 2.45% | 3.65% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.02% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.12% | 0.22% | 0.31% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HOWE & RUSLING INC | 42 | 42 | 0.00% | 0.68% | 1.61% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.06% | 0.35% | 0.94% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.48% | 1.35% | 1.78% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.04% | 0.56% | 0.83% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.24% | 0.77% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.00% | 0.11% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 1.52% | 2.72% | 3.48% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.06% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.07% | 0.36% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.14% | 0.25% | 0.36% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.10% | 0.43% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.13% | 0.24% | 0.34% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.12% | 0.47% | 1.72% | Q2 2013 | Q3 2023 | 42 |
RNC CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 1.20% | 3.39% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.06% | 0.18% | 0.33% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.07% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.14% | 0.29% | 0.55% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.03% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.09% | 0.95% | 1.81% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.04% | 1.73% | 2.85% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.20% | 0.28% | 0.35% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.10% | 0.35% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.11% | 0.31% | 0.47% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 42 | 42 | 0.50% | 1.49% | 2.66% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.08% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.10% | 0.35% | 0.93% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 42 | 42 | 0.01% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 42 |
MYCIO WEALTH PARTNERS, LLC | 42 | 42 | 0.17% | 0.52% | 1.41% | Q2 2013 | Q3 2023 | 42 |
State of Alaska, Department of Revenue | 42 | 42 | 0.12% | 0.32% | 0.54% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.09% | 0.40% | 1.74% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.06% | 0.40% | 0.76% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FARMERS TRUST CO | 42 | 42 | 0.14% | 0.54% | 1.55% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.13% | 0.37% | 0.74% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.15% | 0.34% | 0.43% | Q2 2013 | Q3 2023 | 42 |
KEATING INVESTMENT COUNSELORS INC | 42 | 42 | 2.46% | 4.03% | 5.62% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.12% | 0.27% | 0.63% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.09% | 0.28% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.17% | 0.24% | 0.32% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.09% | 0.61% | 1.92% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.19% | 0.50% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 42 | 42 | 1.21% | 2.69% | 4.42% | Q2 2013 | Q3 2023 | 42 |
Vantage Investment Partners, LLC | 42 | 42 | 0.24% | 0.98% | 1.94% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ANCHOR CAPITAL ADVISORS LLC | 42 | 42 | 0.02% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.04% | 0.27% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.17% | 0.27% | 0.34% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.02% | 0.07% | 0.53% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.02% | 0.22% | 0.49% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.16% | 0.35% | 0.62% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.05% | 0.58% | 1.61% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.05% | 0.20% | 0.36% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.15% | 0.23% | 0.30% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.13% | 0.41% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.09% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.18% | 0.24% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.38% | 0.62% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.07% | 0.20% | 0.34% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.08% | 0.29% | 0.44% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.10% | 0.77% | 1.10% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.18% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.10% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.12% | 0.48% | 0.69% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.70% | 1.06% | 1.75% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.15% | 0.27% | 0.53% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.15% | 0.24% | 0.35% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.09% | 0.28% | 0.86% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.11% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.16% | 0.26% | 0.33% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.33% | 0.51% | 0.62% | Q2 2013 | Q3 2023 | 42 |
United Asset Strategies, Inc. | 42 | 42 | 0.21% | 0.50% | 1.49% | Q2 2013 | Q3 2023 | 42 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.31% | 0.67% | Q1 2014 | Q3 2023 | 42 |
FOSTER DYKEMA CABOT & CO INC/MA | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Wellington Shields Capital Management, LLC | 42 | 42 | 0.19% | 0.59% | 1.19% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.33% | 0.47% | 0.64% | Q2 2013 | Q3 2023 | 42 |
Biondo Investment Advisors, LLC | 42 | 42 | 0.61% | 1.36% | 2.09% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.21% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Archon Partners LLC | 42 | 42 | 1.75% | 2.98% | 3.97% | Q2 2013 | Q3 2023 | 42 |
ATWOOD & PALMER INC | 42 | 42 | 0.14% | 3.30% | 4.33% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.05% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.07% | 1.09% | 1.39% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.01% | 0.11% | 0.35% | Q2 2013 | Q4 2023 | 42 |
OPUS INVESTMENT MANAGEMENT INC | 42 | 42 | 0.08% | 0.49% | 1.17% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.02% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.08% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.13% | 0.29% | 0.40% | Q2 2013 | Q3 2023 | 42 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 42 | 42 | 0.97% | 1.63% | 2.29% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.03% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.08% | 0.27% | 0.99% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.11% | 0.30% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Mirae Asset Global Investments Co., Ltd. | 41 | 1 | 0.02% | 0.12% | 0.55% | Q1 2012 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.06% | 0.15% | 0.56% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.15% | 0.28% | 0.41% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.26% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.30% | 0.57% | 0.85% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.09% | 0.27% | 0.51% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.62% | 1.17% | 1.51% | Q2 2013 | Q3 2023 | 42 |
Indiana Trust & Investment Management CO | 42 | 42 | 0.12% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.14% | 0.40% | Q2 2013 | Q3 2023 | 42 |
UNIVEST FINANCIAL Corp | 42 | 42 | 0.13% | 0.24% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.06% | 0.15% | 0.41% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.06% | 0.34% | 0.64% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.01% | 0.23% | 1.51% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.38% | 0.59% | 1.03% | Q2 2013 | Q3 2023 | 42 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 42 | 42 | 0.75% | 2.09% | 3.13% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.20% | 0.34% | 0.48% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.17% | 0.24% | 0.30% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.09% | 0.71% | 1.40% | Q2 2013 | Q3 2023 | 42 |
FAIRFIELD, BUSH & CO. | 42 | 42 | 0.05% | 0.35% | 0.83% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.26% | 0.64% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
VALLEY WEALTH MANAGERS, INC. | 42 | 42 | 0.10% | 0.53% | 2.08% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.04% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Counsel, Inc | 42 | 42 | 0.44% | 0.89% | 1.40% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.05% | 0.22% | 0.38% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.32% | 0.48% | 0.62% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.13% | 0.43% | 0.98% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.12% | 0.41% | 1.50% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.02% | 0.17% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.10% | 0.22% | 0.58% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.13% | 0.23% | 0.64% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.44% | 0.88% | 1.46% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
GUYASUTA INVESTMENT ADVISORS INC | 42 | 42 | 0.08% | 0.21% | 0.48% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON CAPITAL MANAGEMENT, INC | 42 | 42 | 0.54% | 1.52% | 3.17% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.20% | 0.63% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Private Capital Advisors, Inc. | 42 | 42 | 0.84% | 1.69% | 3.60% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.19% | 0.40% | 0.59% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.09% | 0.29% | 0.52% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 42 |
STRATEGY ASSET MANAGERS LLC | 42 | 42 | 2.11% | 2.91% | 4.28% | Q2 2013 | Q3 2023 | 42 |
FIRST CITIZENS BANK & TRUST CO | 42 | 42 | 0.01% | 0.37% | 1.53% | Q2 2013 | Q3 2023 | 42 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 42 | 42 | 1.08% | 1.70% | 2.62% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.06% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.35% | 2.02% | 4.53% | Q2 2013 | Q3 2023 | 42 |
Rodgers Brothers Inc. | 42 | 42 | 0.11% | 0.29% | 0.56% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Clark Capital Management Group, Inc. | 42 | 42 | 0.01% | 0.68% | 1.34% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.02% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CAPITAL ADVISORS INC/OK | 42 | 42 | 0.05% | 0.42% | 1.36% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.16% | 0.20% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GW&K Investment Management, LLC | 39 | 2 | 0.00% | 0.57% | 0.96% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.05% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 41 |
Capital International Investors | 41 | 41 | 0.02% | 0.70% | 1.73% | Q2 2013 | Q2 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.24% | 0.65% | Q2 2013 | Q3 2023 | 41 |
CHELSEA COUNSEL CO | 41 | 41 | 0.05% | 0.35% | 0.65% | Q3 2013 | Q3 2023 | 41 |
FIDUCIARY TRUST CO | 41 | 41 | 0.01% | 0.05% | 0.13% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.16% | 0.60% | 1.26% | Q4 2013 | Q4 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.19% | 0.37% | 0.92% | Q3 2013 | Q4 2023 | 41 |
Wharton Business Group, LLC | 33 | 8 | 0.04% | 0.18% | 1.08% | Q2 2013 | Q3 2023 | 41 |
Bank OZK | 41 | 41 | 0.25% | 0.61% | 1.43% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.17% | 0.26% | 0.36% | Q1 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.04% | 0.43% | 1.17% | Q2 2013 | Q3 2023 | 41 |
SPC Financial, Inc. | 41 | 41 | 0.06% | 0.36% | 1.01% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.38% | 0.72% | 1.03% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 41 |
AEGON ASSET MANAGEMENT UK PLC | 41 | 41 | 0.58% | 2.08% | 4.94% | Q2 2013 | Q2 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.13% | 0.27% | Q4 2013 | Q3 2023 | 41 |
BAR HARBOR WEALTH MANAGEMENT | 40 | 1 | 0.03% | 0.10% | 0.22% | Q1 2013 | Q3 2023 | 41 |
PAYDEN & RYGEL | 41 | 41 | 0.01% | 1.74% | 3.28% | Q2 2013 | Q2 2023 | 41 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.05% | 0.46% | Q4 2013 | Q1 2018 | 41 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 41 | 41 | 0.04% | 0.09% | 0.16% | Q3 2013 | Q3 2023 | 41 |
SIGNATUREFD, LLC | 27 | 14 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Opus Capital Group, LLC | 41 | 41 | 0.04% | 0.17% | 0.39% | Q3 2013 | Q3 2023 | 41 |
Geller Advisors LLC | 41 | 41 | 0.09% | 0.21% | 0.36% | Q3 2013 | Q3 2023 | 41 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 27 | 14 | 0.93% | 1.89% | 2.88% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.22% | 0.31% | 0.40% | Q3 2013 | Q3 2023 | 41 |
King Wealth Management Group | 41 | 41 | 0.55% | 1.66% | 2.64% | Q3 2013 | Q3 2023 | 41 |
EVERETT HARRIS & CO /CA/ | 25 | 16 | 0.02% | 0.11% | 0.48% | Q2 2013 | Q3 2023 | 41 |
INTACT INVESTMENT MANAGEMENT INC. | 41 | 41 | 0.02% | 0.20% | 0.33% | Q3 2013 | Q3 2023 | 41 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 41 | 41 | 0.13% | 0.48% | 0.99% | Q3 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.03% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.04% | 0.29% | 0.66% | Q3 2013 | Q3 2023 | 41 |
SouthState Corp | 41 | 41 | 0.04% | 0.09% | 0.12% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.04% | 0.07% | 0.09% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
PineBridge Investments, L.P. | 24 | 17 | 0.00% | 0.43% | 0.75% | Q2 2013 | Q3 2023 | 41 |
D'Orazio & Associates, Inc. | 40 | 40 | 0.02% | 0.38% | 0.88% | Q4 2013 | Q3 2023 | 40 |
Essex Financial Services, Inc. | 40 | 40 | 0.12% | 0.31% | 0.46% | Q4 2013 | Q3 2023 | 40 |
PITCAIRN CO | 40 | 40 | 0.02% | 0.07% | 0.13% | Q4 2013 | Q3 2023 | 40 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 5 | 0.01% | 0.48% | 0.99% | Q2 2013 | Q3 2023 | 40 |
Barbara Oil Co. | 40 | 40 | 1.10% | 1.61% | 1.98% | Q4 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 22 | 18 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 40 |
PIONEER TRUST BANK N A/OR | 40 | 40 | 0.16% | 0.46% | 1.54% | Q4 2013 | Q3 2023 | 40 |
STOCK YARDS BANK & TRUST CO | 40 | 40 | 0.03% | 0.07% | 0.27% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.12% | 0.19% | 0.26% | Q4 2013 | Q3 2023 | 40 |
B. Riley Wealth Advisors, Inc. | 39 | 1 | 0.06% | 0.19% | 0.35% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.22% | 0.31% | 0.39% | Q3 2013 | Q3 2023 | 40 |
ABNER HERRMAN & BROCK LLC | 40 | 40 | 0.08% | 1.10% | 3.80% | Q4 2013 | Q3 2023 | 40 |
MAI Capital Management | 37 | 3 | 0.01% | 0.17% | 0.66% | Q3 2013 | Q3 2023 | 40 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.05% | 0.41% | Q1 2014 | Q3 2023 | 40 |
PARSONS CAPITAL MANAGEMENT INC/RI | 40 | 40 | 0.10% | 0.25% | 0.44% | Q4 2013 | Q3 2023 | 40 |
GIRARD PARTNERS LTD. | 40 | 40 | 0.21% | 1.04% | 1.77% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.03% | 0.25% | 0.71% | Q4 2013 | Q3 2023 | 40 |
MARTINGALE ASSET MANAGEMENT L P | 33 | 7 | 0.00% | 0.56% | 0.85% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.14% | 0.26% | 0.53% | Q3 2013 | Q3 2023 | 40 |
COMPTON CAPITAL MANAGEMENT INC /RI | 40 | 40 | 0.38% | 0.70% | 1.20% | Q2 2013 | Q1 2023 | 40 |
Newman Dignan & Sheerar, Inc. | 40 | 40 | 0.01% | 0.19% | 1.30% | Q4 2013 | Q3 2023 | 40 |
WRIGHT INVESTORS SERVICE INC | 40 | 40 | 0.31% | 1.19% | 2.22% | Q4 2013 | Q3 2023 | 40 |
FIRST FOUNDATION ADVISORS | 35 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 40 |
HM PAYSON & CO | 22 | 18 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.01% | 0.36% | 0.68% | Q4 2013 | Q4 2023 | 40 |
Segment Wealth Management, LLC | 35 | 35 | 0.01% | 0.22% | 0.36% | Q1 2015 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.64% | 0.93% | 1.28% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.04% | 0.19% | 0.47% | Q4 2013 | Q3 2023 | 40 |
TUDOR INVESTMENT CORP ET AL | 10 | 3 | 0.01% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 40 |
NAVELLIER & ASSOCIATES INC | 24 | 1 | 0.03% | 1.06% | 2.36% | Q4 2012 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.51% | 0.73% | 0.88% | Q4 2013 | Q3 2023 | 40 |
MONETARY MANAGEMENT GROUP INC | 40 | 40 | 0.07% | 0.70% | 1.30% | Q4 2013 | Q3 2023 | 40 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 40 | 40 | 1.29% | 2.72% | 4.61% | Q4 2013 | Q3 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 38 | 2 | 0.00% | 0.46% | 1.26% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.07% | 0.21% | 0.39% | Q4 2013 | Q3 2023 | 40 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 40 | 40 | 0.08% | 0.28% | 0.43% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
Avalon Investment & Advisory | 40 | 40 | 0.50% | 0.90% | 1.66% | Q2 2013 | Q1 2023 | 40 |
Destination Wealth Management | 40 | 40 | 0.00% | 0.24% | 0.41% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.10% | 0.15% | 0.24% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.02% | 0.05% | 0.21% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.01% | 0.17% | 0.36% | Q4 2013 | Q3 2023 | 40 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 32 | 2 | 0.36% | 0.89% | 1.65% | Q2 2013 | Q3 2023 | 40 |
ARGENT CAPITAL MANAGEMENT LLC | 32 | 7 | 0.01% | 0.34% | 0.97% | Q2 2013 | Q3 2023 | 39 |
Triangle Securities Wealth Management | 37 | 1 | 0.09% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.08% | 0.32% | 1.06% | Q2 2013 | Q4 2022 | 39 |
Bath Savings Trust Co | 39 | 39 | 0.06% | 0.13% | 0.25% | Q1 2014 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q4 2022 | 39 |
Janney Capital Management LLC | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
MERIDIAN MANAGEMENT CO | 39 | 39 | 0.14% | 0.19% | 0.25% | Q1 2014 | Q3 2023 | 39 |
PINNACLE FINANCIAL PARTNERS INC | 39 | 39 | 0.12% | 0.83% | 1.31% | Q1 2014 | Q3 2023 | 39 |
EP Wealth Advisors, LLC | 39 | 39 | 0.04% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 39 |
FIRST NATIONAL BANK OF OMAHA | 39 | 39 | 0.12% | 0.23% | 0.32% | Q1 2014 | Q3 2023 | 39 |
Archford Capital Strategies, LLC | 39 | 39 | 0.23% | 1.07% | 2.19% | Q1 2014 | Q3 2023 | 39 |
Employees Retirement System of Texas | 39 | 39 | 0.10% | 0.26% | 0.50% | Q2 2013 | Q4 2022 | 39 |
1832 Asset Management L.P. | 39 | 39 | 0.00% | 0.02% | 0.16% | Q1 2014 | Q3 2023 | 39 |
BARINGS LLC | 39 | 39 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q4 2022 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.42% | 0.60% | 0.84% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.18% | 0.28% | 0.34% | Q1 2014 | Q3 2023 | 39 |
FDx Advisors, Inc. | 39 | 39 | 0.04% | 0.17% | 0.44% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.21% | 0.40% | 0.91% | Q1 2014 | Q3 2023 | 39 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 39 | 39 | 0.01% | 0.30% | 1.18% | Q1 2014 | Q3 2023 | 39 |
Compagnie Lombard Odier SCmA | 28 | 11 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 39 |
Buckingham Capital Management, Inc. | 22 | 2 | 0.03% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.39% | 0.82% | 1.24% | Q1 2014 | Q3 2023 | 39 |
Atlantic Union Bankshares Corp | 39 | 39 | 0.03% | 0.70% | 1.25% | Q1 2014 | Q3 2023 | 39 |
BENNICAS & ASSOCIATES, INC. | 39 | 39 | 0.14% | 1.00% | 1.93% | Q2 2013 | Q4 2022 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.34% | 0.65% | 1.01% | Q1 2014 | Q3 2023 | 39 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22 | 17 | 0.00% | 0.21% | 0.82% | Q2 2013 | Q3 2023 | 39 |
Prospera Financial Services Inc | 38 | 1 | 0.08% | 0.27% | 0.71% | Q4 2013 | Q3 2023 | 39 |
BIRINYI ASSOCIATES INC | 39 | 39 | 0.30% | 1.06% | 1.87% | Q1 2014 | Q3 2023 | 39 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 39 | 39 | 0.09% | 0.29% | 0.65% | Q1 2014 | Q3 2023 | 39 |
ST GERMAIN D J CO INC | 36 | 3 | 0.03% | 0.06% | 0.14% | Q1 2014 | Q4 2023 | 39 |
HBK Sorce Advisory LLC | 39 | 39 | 0.08% | 0.23% | 0.39% | Q1 2014 | Q3 2023 | 39 |
NATIXIS | 17 | 9 | 0.00% | 0.16% | 0.58% | Q2 2013 | Q3 2023 | 38 |
CADENCE BANK NA | 38 | 38 | 0.16% | 0.33% | 1.26% | Q2 2013 | Q3 2022 | 38 |
GW HENSSLER & ASSOCIATES LTD | 34 | 4 | 0.06% | 1.00% | 2.07% | Q2 2013 | Q3 2023 | 38 |
PATTEN & PATTEN INC/TN | 36 | 2 | 0.03% | 0.07% | 0.13% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2022 | 38 |
Covington Capital Management | 38 | 38 | 0.05% | 0.21% | 0.38% | Q2 2013 | Q3 2022 | 38 |
BURNS J W & CO INC/NY | 38 | 38 | 0.08% | 0.13% | 0.19% | Q2 2014 | Q3 2023 | 38 |
Maryland Capital Management | 38 | 38 | 0.04% | 1.29% | 2.80% | Q2 2013 | Q3 2022 | 38 |
VICUS CAPITAL | 30 | 8 | 0.11% | 0.36% | 0.49% | Q4 2013 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.04% | 0.11% | 0.23% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.09% | 0.26% | 0.44% | Q2 2014 | Q3 2023 | 38 |
Smithfield Trust Co | 31 | 7 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 38 |
SIT INVESTMENT ASSOCIATES INC | 38 | 38 | 0.08% | 0.40% | 0.81% | Q2 2014 | Q3 2023 | 38 |
CYPRESS ASSET MANAGEMENT INC/TX | 38 | 38 | 0.04% | 1.32% | 1.91% | Q1 2014 | Q2 2023 | 38 |
MASTRAPASQUA ASSET MANAGEMENT INC | 23 | 1 | 0.06% | 1.02% | 2.43% | Q2 2013 | Q3 2023 | 38 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.02% | 0.25% | 0.94% | Q2 2013 | Q3 2023 | 38 |
Brinker Capital Investments, LLC | 28 | 10 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q4 2022 | 38 |
ROOSEVELT INVESTMENT GROUP LLC | 38 | 38 | 0.10% | 1.43% | 3.96% | Q2 2013 | Q3 2022 | 38 |
Perigon Wealth Management, LLC | 37 | 1 | 0.24% | 0.54% | 1.27% | Q3 2011 | Q3 2023 | 38 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 25 | 13 | 0.12% | 0.23% | 0.50% | Q1 2014 | Q3 2023 | 38 |
WOLVERINE ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q2 2023 | 38 |
South Street Advisors LLC | 28 | 10 | 1.47% | 3.32% | 4.73% | Q1 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.23% | 0.41% | 0.54% | Q2 2013 | Q3 2022 | 38 |
ALTFEST L J & CO INC | 36 | 2 | 0.17% | 0.40% | 1.13% | Q4 2013 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 38 |
Freedom Investment Management, Inc. | 35 | 1 | 0.03% | 0.14% | 0.29% | Q4 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.03% | 1.86% | 4.34% | Q2 2013 | Q3 2022 | 38 |
Financial Architects, Inc | 32 | 2 | 0.05% | 0.17% | 0.40% | Q2 2013 | Q2 2023 | 38 |
Gotham Asset Management, LLC | 25 | 2 | 0.00% | 0.34% | 0.90% | Q2 2013 | Q3 2023 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.39% | 0.64% | Q4 2013 | Q3 2023 | 38 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 38 | 38 | 0.03% | 0.21% | 0.64% | Q2 2014 | Q3 2023 | 38 |
Grassi Investment Management | 38 | 38 | 0.93% | 1.42% | 1.81% | Q2 2014 | Q3 2023 | 38 |
Bowling Portfolio Management LLC | 38 | 38 | 0.45% | 0.93% | 1.64% | Q2 2013 | Q3 2022 | 38 |
Meiji Yasuda Life Insurance Co | 33 | 4 | 0.01% | 0.23% | 0.52% | Q2 2013 | Q1 2023 | 37 |
CWM, LLC | 24 | 2 | 0.02% | 0.15% | 0.31% | Q3 2013 | Q3 2023 | 37 |
AMERICAN NATIONAL BANK | 37 | 37 | 0.00% | 0.81% | 2.47% | Q3 2014 | Q3 2023 | 37 |
Modera Wealth Management, LLC | 37 | 37 | 0.07% | 0.26% | 0.57% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.20% | 0.31% | 0.37% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.19% | 0.32% | 0.53% | Q2 2013 | Q2 2022 | 37 |
Eagle Ridge Investment Management | 33 | 2 | 0.05% | 0.15% | 0.28% | Q4 2013 | Q3 2023 | 37 |
Gemmer Asset Management LLC | 33 | 4 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q2 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.06% | 0.13% | 0.34% | Q3 2014 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 35 | 1 | 0.00% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 37 |
KCM INVESTMENT ADVISORS LLC | 37 | 37 | 0.05% | 0.28% | 0.57% | Q3 2014 | Q3 2023 | 37 |
ACADIAN ASSET MANAGEMENT LLC | 31 | 6 | 0.00% | 0.16% | 1.46% | Q3 2013 | Q3 2023 | 37 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 26 | 2 | 0.02% | 0.30% | 1.04% | Q1 2013 | Q3 2023 | 37 |
Carnegie Capital Asset Management, LLC | 37 | 37 | 0.08% | 0.42% | 0.96% | Q3 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.01% | 0.14% | 0.75% | Q4 2014 | Q4 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.23% | 0.42% | 0.66% | Q2 2013 | Q2 2022 | 37 |
SMITH CHAS P & ASSOCIATES PA CPAS | 37 | 37 | 0.03% | 0.63% | 2.66% | Q3 2014 | Q3 2023 | 37 |
COLONY GROUP LLC | 26 | 11 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 37 |
WEATHERLY ASSET MANAGEMENT L. P. | 36 | 1 | 0.04% | 0.61% | 1.02% | Q2 2014 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 17 | 4 | 0.00% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 37 |
JNBA Financial Advisors | 20 | 17 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
Keystone Financial Planning, Inc. | 32 | 5 | 0.29% | 1.55% | 6.04% | Q4 2013 | Q3 2023 | 37 |
UMB Bank, n.a. | 37 | 37 | 0.01% | 0.23% | 0.69% | Q3 2014 | Q3 2023 | 37 |
PITTENGER & ANDERSON INC | 30 | 7 | 0.00% | 0.07% | 0.31% | Q2 2014 | Q3 2023 | 37 |
ALPS ADVISORS INC | 19 | 5 | 0.00% | 0.11% | 0.49% | Q2 2013 | Q3 2023 | 37 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.07% | 0.25% | 0.52% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.00% | 0.12% | 0.38% | Q2 2013 | Q1 2022 | 36 |
Gratus Capital, LLC | 36 | 36 | 0.79% | 1.19% | 1.65% | Q4 2014 | Q3 2023 | 36 |
LVW Advisors, LLC | 36 | 36 | 0.04% | 0.13% | 0.25% | Q4 2014 | Q3 2023 | 36 |
NewEdge Advisors, LLC | 36 | 36 | 0.13% | 0.79% | 2.24% | Q4 2014 | Q3 2023 | 36 |
Koshinski Asset Management, Inc. | 36 | 36 | 0.13% | 0.23% | 0.68% | Q4 2014 | Q3 2023 | 36 |
Blue Chip Partners, LLC | 36 | 36 | 0.27% | 1.40% | 2.73% | Q4 2014 | Q3 2023 | 36 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 22 | 14 | 0.06% | 0.55% | 2.21% | Q2 2013 | Q2 2022 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.63% | 0.97% | 1.24% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.02% | 0.15% | 0.54% | Q4 2014 | Q3 2023 | 36 |
BONTEMPO OHLY CAPITAL MGMT LLC | 36 | 36 | 1.55% | 1.98% | 2.95% | Q4 2014 | Q3 2023 | 36 |
TORRAY INVESTMENT PARTNERS LLC | 30 | 6 | 0.10% | 0.26% | 0.50% | Q2 2013 | Q3 2023 | 36 |
Winch Advisory Services, LLC | 35 | 1 | 0.01% | 0.19% | 2.24% | Q3 2014 | Q3 2023 | 36 |
Pinnacle Wealth Management Advisory Group, LLC | 36 | 36 | 0.37% | 0.67% | 1.11% | Q4 2014 | Q3 2023 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 0.26% | 0.39% | 0.50% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.04% | 0.12% | 0.33% | Q2 2013 | Q1 2022 | 36 |
DELTA ASSET MANAGEMENT LLC/TN | 36 | 36 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Blume Capital Management, Inc. | 36 | 36 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2023 | 36 |
CHURCHILL MANAGEMENT Corp | 31 | 5 | 0.05% | 0.39% | 0.77% | Q2 2013 | Q1 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.02% | 0.07% | 0.17% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.30% | 0.63% | 1.06% | Q4 2014 | Q3 2023 | 36 |
IMS Capital Management | 36 | 36 | 0.34% | 0.61% | 0.89% | Q4 2014 | Q3 2023 | 36 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 14 | 11 | 0.00% | 0.51% | 1.22% | Q1 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.14% | 0.20% | 0.26% | Q2 2013 | Q1 2022 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.17% | 0.65% | 2.10% | Q4 2014 | Q3 2023 | 36 |
Capula Management Ltd | 11 | 5 | 0.00% | 0.36% | 2.82% | Q2 2019 | Q3 2023 | 36 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.10% | 0.36% | 0.88% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.14% | 0.25% | 0.43% | Q4 2014 | Q3 2023 | 36 |
ORRSTOWN FINANCIAL SERVICES INC | 36 | 36 | 0.44% | 0.93% | 2.11% | Q2 2013 | Q1 2022 | 36 |
LORD, ABBETT & CO. LLC | 26 | 10 | 0.06% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 36 |
PEAPACK GLADSTONE FINANCIAL CORP | 36 | 36 | 0.02% | 0.06% | 0.18% | Q4 2014 | Q3 2023 | 36 |
ALLSTATE CORP | 20 | 16 | 0.02% | 0.26% | 0.84% | Q2 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.16% | 0.27% | 0.39% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.09% | 0.22% | Q4 2014 | Q3 2023 | 36 |
FAS Wealth Partners, Inc. | 34 | 2 | 0.11% | 0.18% | 0.37% | Q4 2013 | Q3 2023 | 36 |
Savant Capital, LLC | 36 | 36 | 0.03% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Kingfisher Capital LLC | 36 | 36 | 0.06% | 0.68% | 1.22% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.02% | 0.12% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Hillsdale Investment Management Inc. | 31 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 36 |
WADE G W & INC | 36 | 36 | 0.07% | 0.17% | 0.67% | Q4 2014 | Q3 2023 | 36 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.04% | 0.56% | 1.11% | Q4 2015 | Q3 2023 | 35 |
RKL Wealth Management LLC | 35 | 35 | 0.11% | 0.82% | 2.99% | Q1 2015 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.01% | 0.32% | 2.22% | Q1 2015 | Q3 2023 | 35 |
Convergence Investment Partners, LLC | 21 | 1 | 0.02% | 0.80% | 1.46% | Q2 2013 | Q3 2023 | 35 |
Hartford Financial Management Inc. | 34 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Sabal Trust CO | 32 | 3 | 0.04% | 1.30% | 3.08% | Q2 2013 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.09% | 0.20% | Q3 2013 | Q3 2023 | 35 |
Calamos Advisors LLC | 35 | 35 | 0.06% | 0.24% | 0.69% | Q1 2015 | Q3 2023 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.11% | 0.17% | 0.36% | Q1 2015 | Q3 2023 | 35 |
Mariner, LLC | 34 | 1 | 0.02% | 0.19% | 0.34% | Q4 2014 | Q3 2023 | 35 |
VILLERE ST DENIS J & CO LLC | 35 | 35 | 0.18% | 0.91% | 2.45% | Q1 2015 | Q3 2023 | 35 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 10 | 0.01% | 0.22% | 0.45% | Q4 2014 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.77% | 1.65% | 2.37% | Q1 2015 | Q3 2023 | 35 |
Calamos Wealth Management LLC | 35 | 35 | 0.03% | 0.42% | 1.12% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.79% | 1.58% | Q2 2013 | Q4 2021 | 35 |
McKinley Carter Wealth Services, Inc. | 35 | 35 | 0.09% | 0.16% | 0.26% | Q1 2015 | Q3 2023 | 35 |
EDGAR LOMAX CO/VA | 19 | 16 | 0.51% | 0.93% | 1.48% | Q2 2013 | Q4 2022 | 35 |
TDAM USA INC. | 35 | 35 | 0.22% | 0.51% | 0.93% | Q2 2013 | Q4 2021 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.07% | 0.23% | 0.39% | Q1 2015 | Q3 2023 | 35 |
Maple Capital Management, Inc. | 35 | 35 | 0.06% | 0.31% | 1.12% | Q1 2015 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 2.26% | 3.05% | 4.03% | Q4 2013 | Q2 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.04% | 0.12% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Brandywine Global Investment Management, LLC | 20 | 3 | 0.00% | 0.45% | 1.12% | Q2 2013 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.17% | 0.51% | 0.74% | Q2 2013 | Q4 2021 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.07% | 0.22% | 0.42% | Q1 2015 | Q3 2023 | 35 |
Hilltop Holdings Inc. | 35 | 35 | 0.14% | 0.33% | 0.69% | Q1 2015 | Q3 2023 | 35 |
Penobscot Investment Management Company, Inc. | 35 | 35 | 0.22% | 0.47% | 0.67% | Q1 2015 | Q3 2023 | 35 |
HARTLINE INVESTMENT CORP/ | 28 | 7 | 0.03% | 0.34% | 0.92% | Q4 2014 | Q3 2023 | 35 |
INVESTMENT PARTNERS, LTD. | 20 | 15 | 0.23% | 0.51% | 0.88% | Q4 2014 | Q3 2023 | 35 |
WASHINGTON TRUST Co | 33 | 2 | 0.01% | 0.38% | 0.71% | Q4 2014 | Q3 2023 | 35 |
Douglass Winthrop Advisors, LLC | 35 | 35 | 0.01% | 0.05% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Tortoise Investment Management, LLC | 28 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 34 |
DONALDSON CAPITAL MANAGEMENT, LLC | 33 | 1 | 0.03% | 2.42% | 3.41% | Q1 2015 | Q3 2023 | 34 |
Wills Financial Group, Inc. | 34 | 34 | 1.24% | 3.45% | 5.55% | Q2 2015 | Q3 2023 | 34 |
ALBION FINANCIAL GROUP /UT | 24 | 10 | 0.13% | 0.68% | 1.51% | Q1 2015 | Q3 2023 | 34 |
Fidelity National Financial, Inc. | 34 | 34 | 0.56% | 1.56% | 2.32% | Q2 2015 | Q3 2023 | 34 |
Copeland Capital Management, LLC | 34 | 34 | 0.13% | 0.70% | 2.18% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.04% | 0.09% | 0.18% | Q2 2015 | Q3 2023 | 34 |
CRAWFORD INVESTMENT COUNSEL INC | 28 | 6 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 34 |
CIBC Private Wealth Group, LLC | 26 | 1 | 0.01% | 0.05% | 0.24% | Q1 2014 | Q3 2023 | 34 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 34 | 34 | 0.08% | 1.94% | 3.04% | Q2 2015 | Q3 2023 | 34 |
Avior Wealth Management, LLC | 20 | 14 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 34 |
Glenview Trust Co | 28 | 1 | 0.03% | 0.40% | 0.68% | Q4 2010 | Q3 2023 | 34 |
Brookstone Capital Management | 25 | 1 | 0.02% | 0.13% | 0.44% | Q3 2014 | Q3 2023 | 34 |
AMICA MUTUAL INSURANCE CO | 34 | 34 | 0.20% | 0.44% | 1.05% | Q2 2013 | Q3 2021 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 34 |
FIRST NATIONAL TRUST CO | 34 | 34 | 0.04% | 0.55% | 1.38% | Q2 2015 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 33 | 1 | 0.03% | 0.09% | 0.19% | Q3 2013 | Q3 2023 | 34 |
Summit Financial Strategies, Inc. | 34 | 34 | 0.05% | 0.18% | 1.46% | Q2 2015 | Q3 2023 | 34 |
ACG Wealth | 33 | 1 | 0.02% | 0.11% | 0.18% | Q4 2013 | Q2 2022 | 34 |
Choate Investment Advisors | 28 | 6 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 34 |
PARADIGM ASSET MANAGEMENT CO LLC | 23 | 5 | 0.06% | 0.52% | 1.00% | Q2 2013 | Q3 2023 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2021 | 34 |
Bienville Capital Management, LLC | 34 | 34 | 0.03% | 0.13% | 0.31% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.12% | 0.21% | 0.30% | Q2 2013 | Q3 2021 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.09% | 0.43% | 2.14% | Q2 2013 | Q3 2021 | 34 |
Homrich & Berg | 32 | 1 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2021 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.12% | 0.73% | 1.24% | Q4 2013 | Q1 2022 | 34 |
CULLINAN ASSOCIATES INC | 31 | 3 | 0.02% | 0.17% | 0.71% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.11% | 0.17% | Q2 2015 | Q3 2023 | 34 |
Capital Advisors, Ltd. LLC | 34 | 34 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 34 |
MEYER HANDELMAN CO | 34 | 34 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Sequoia Financial Advisors, LLC | 33 | 1 | 0.03% | 0.08% | 0.15% | Q1 2015 | Q3 2023 | 34 |
Randolph Co Inc | 23 | 11 | 1.39% | 3.18% | 4.82% | Q2 2013 | Q3 2023 | 34 |
ATALANTA SOSNOFF CAPITAL, LLC | 19 | 3 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 34 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 32 | 2 | 0.00% | 0.09% | 0.16% | Q4 2011 | Q4 2021 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.08% | 0.14% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Patten Group, Inc. | 34 | 34 | 0.04% | 0.24% | 0.39% | Q2 2015 | Q3 2023 | 34 |
Cypress Capital Management LLC (WY) | 34 | 34 | 0.12% | 0.64% | 2.68% | Q2 2015 | Q3 2023 | 34 |
NS Partners Ltd | 34 | 34 | 0.49% | 1.00% | 1.91% | Q2 2015 | Q3 2023 | 34 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.11% | 0.30% | 0.44% | Q2 2013 | Q2 2021 | 33 |
EAGLE ASSET MANAGEMENT INC | 33 | 33 | 0.02% | 0.41% | 1.01% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.09% | 0.20% | Q4 2015 | Q4 2023 | 33 |
MOODY LYNN & LIEBERSON, LLC | 33 | 33 | 0.64% | 1.58% | 2.97% | Q3 2015 | Q3 2023 | 33 |
BOWEN HANES & CO INC | 33 | 33 | 1.26% | 1.71% | 2.24% | Q3 2015 | Q3 2023 | 33 |
SMITH ASSET MANAGEMENT GROUP LP | 33 | 33 | 0.00% | 0.18% | 0.58% | Q2 2013 | Q2 2021 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.13% | 0.26% | Q4 2013 | Q3 2023 | 33 |
Raab & Moskowitz Asset Management LLC | 32 | 1 | 0.02% | 0.39% | 0.72% | Q4 2014 | Q3 2023 | 33 |
SHELL ASSET MANAGEMENT CO | 26 | 1 | 0.09% | 0.21% | 0.35% | Q2 2013 | Q1 2023 | 33 |
PRUDENTIAL PLC | 33 | 33 | 0.04% | 0.31% | 0.59% | Q2 2013 | Q2 2021 | 33 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.11% | 0.55% | Q4 2014 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q2 2021 | 33 |
BALASA DINVERNO & FOLTZ LLC | 33 | 33 | 0.03% | 0.12% | 0.22% | Q3 2014 | Q3 2022 | 33 |
Hills Bank & Trust Co | 32 | 1 | 0.03% | 0.09% | 0.19% | Q1 2015 | Q3 2023 | 33 |
Point72 Hong Kong Ltd | 10 | 1 | 0.00% | 0.23% | 0.71% | Q3 2014 | Q3 2022 | 33 |
Dynamic Advisor Solutions LLC | 33 | 33 | 0.11% | 0.30% | 0.54% | Q3 2015 | Q3 2023 | 33 |
Tarbox Family Office, Inc. | 22 | 11 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q1 2022 | 33 |
MARSHALL WACE, LLP | 16 | 1 | 0.00% | 0.10% | 0.36% | Q2 2015 | Q3 2023 | 33 |
North Star Investment Management Corp. | 17 | 16 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 33 |
Alpha Cubed Investments, LLC | 33 | 33 | 0.08% | 1.87% | 2.61% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.10% | 0.24% | 0.43% | Q2 2013 | Q3 2023 | 33 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.27% | 2.42% | Q3 2013 | Q3 2023 | 33 |
L & S Advisors Inc | 31 | 2 | 0.08% | 1.01% | 2.78% | Q2 2013 | Q2 2022 | 33 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 31 | 2 | 0.00% | 0.34% | 1.15% | Q2 2015 | Q3 2023 | 33 |
Carroll Financial Associates, Inc. | 32 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2021 | 33 |
FINANCIAL COUNSELORS INC | 25 | 2 | 0.01% | 0.29% | 0.52% | Q4 2013 | Q3 2023 | 33 |
ROCKLAND TRUST CO | 18 | 1 | 0.01% | 0.07% | 0.24% | Q3 2014 | Q3 2023 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2021 | 33 |
Granite Investment Partners, LLC | 33 | 33 | 0.01% | 0.23% | 0.53% | Q3 2015 | Q3 2023 | 33 |
Psagot Value Holdings Ltd. | 33 | 33 | 0.00% | 0.08% | 0.54% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.03% | 0.21% | 0.82% | Q2 2013 | Q2 2021 | 33 |
Perkins Coie Trust Co | 26 | 7 | 0.00% | 0.10% | 0.22% | Q2 2015 | Q3 2023 | 33 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 1.92% | 2.58% | 3.11% | Q4 2015 | Q3 2023 | 32 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.21% | 1.37% | Q4 2010 | Q3 2023 | 32 |
Bison Wealth, LLC | 32 | 32 | 0.23% | 0.41% | 0.94% | Q4 2015 | Q3 2023 | 32 |
SignalPoint Asset Management, LLC | 21 | 1 | 0.09% | 0.13% | 0.18% | Q3 2014 | Q3 2023 | 32 |
Harbour Capital Advisors, LLC | 20 | 12 | 0.15% | 0.30% | 0.47% | Q4 2015 | Q4 2023 | 32 |
Crossvault Capital Management LLC | 32 | 32 | 0.46% | 2.43% | 4.68% | Q4 2013 | Q3 2021 | 32 |
Financial Planning & Information Services, Inc. | 32 | 32 | 0.13% | 0.18% | 0.26% | Q4 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.05% | 0.33% | 0.96% | Q2 2013 | Q1 2021 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.63% | 0.80% | 1.01% | Q4 2015 | Q3 2023 | 32 |
WESPAC Advisors SoCal, LLC | 32 | 32 | 0.32% | 1.03% | 3.81% | Q4 2015 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.06% | 0.19% | 0.49% | Q4 2015 | Q3 2023 | 32 |
ING GROEP NV | 32 | 32 | 0.00% | 0.12% | 0.24% | Q4 2015 | Q3 2023 | 32 |
BAXTER BROS INC | 30 | 1 | 0.07% | 0.52% | 0.92% | Q1 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.05% | 0.11% | 0.17% | Q2 2013 | Q1 2021 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.92% | 1.59% | 1.99% | Q4 2015 | Q3 2023 | 32 |
SUN LIFE FINANCIAL INC | 32 | 32 | 0.00% | 0.15% | 0.58% | Q2 2013 | Q1 2021 | 32 |
Amica Retiree Medical Trust | 32 | 32 | 0.22% | 0.43% | 1.07% | Q4 2013 | Q3 2021 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.29% | 0.68% | 1.10% | Q2 2013 | Q1 2021 | 32 |
Alley Co LLC | 32 | 32 | 1.61% | 2.52% | 3.82% | Q1 2014 | Q4 2021 | 32 |
Gerber Kawasaki Wealth & Investment Management | 32 | 32 | 0.01% | 1.06% | 4.76% | Q4 2015 | Q3 2023 | 32 |
Capital Asset Advisory Services LLC | 32 | 32 | 0.06% | 0.26% | 0.53% | Q4 2015 | Q3 2023 | 32 |
WEBSTER BANK, N. A. | 32 | 32 | 0.01% | 0.11% | 0.33% | Q4 2015 | Q3 2023 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.90% | 1.17% | 1.69% | Q4 2015 | Q3 2023 | 32 |
Stadion Money Management, LLC | 32 | 32 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q1 2021 | 32 |
Camarda Financial Advisors, LLC | 25 | 2 | 0.07% | 0.23% | 1.25% | Q2 2013 | Q1 2023 | 32 |
Kovack Advisors, Inc. | 28 | 28 | 0.00% | 0.31% | 0.77% | Q4 2016 | Q3 2023 | 32 |
V Wealth Advisors LLC | 30 | 30 | 0.11% | 0.26% | 0.38% | Q1 2016 | Q2 2023 | 32 |
Boston Partners | 21 | 2 | 0.00% | 0.30% | 0.97% | Q2 2013 | Q4 2022 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.13% | 0.25% | 0.47% | Q4 2015 | Q3 2023 | 32 |
CAHILL FINANCIAL ADVISORS INC | 32 | 32 | 0.15% | 0.32% | 0.44% | Q4 2015 | Q3 2023 | 32 |
HANCOCK WHITNEY CORP | 25 | 7 | 0.02% | 0.58% | 1.22% | Q2 2013 | Q3 2023 | 32 |
First Dallas Securities Inc. | 13 | 1 | 0.13% | 0.48% | 1.08% | Q2 2013 | Q2 2023 | 32 |
BRAUN STACEY ASSOCIATES INC | 30 | 2 | 0.01% | 0.76% | 1.12% | Q3 2013 | Q3 2022 | 32 |
First American Bank | 19 | 4 | 0.27% | 0.53% | 0.76% | Q3 2013 | Q4 2021 | 32 |
Perpetual Ltd | 15 | 3 | 0.01% | 0.12% | 0.82% | Q2 2013 | Q3 2023 | 32 |
Edgestream Partners, L.P. | 19 | 1 | 0.02% | 0.96% | 4.12% | Q2 2014 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.13% | 0.18% | 0.27% | Q1 2016 | Q4 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.52% | 0.87% | 1.13% | Q2 2013 | Q4 2023 | 32 |
USCA RIA LLC | 22 | 10 | 0.02% | 0.37% | 0.96% | Q2 2013 | Q2 2021 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.01% | 0.07% | 0.18% | Q4 2015 | Q3 2023 | 32 |
EXCALIBUR MANAGEMENT CORP | 21 | 11 | 0.24% | 0.46% | 0.87% | Q1 2015 | Q3 2023 | 32 |
WELCH & FORBES LLC | 32 | 32 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 32 |
B & T Capital Management DBA Alpha Capital Management | 32 | 32 | 0.70% | 1.16% | 1.86% | Q4 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.45% | 1.24% | Q1 2016 | Q4 2023 | 32 |
AGF INVESTMENTS INC. | 30 | 1 | 0.01% | 0.27% | 0.56% | Q4 2014 | Q3 2022 | 31 |
GREENLEAF TRUST | 31 | 31 | 0.03% | 0.09% | 0.30% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.05% | 0.20% | 0.29% | Q2 2013 | Q4 2020 | 31 |
RMB Capital Management, LLC | 31 | 31 | 0.01% | 0.05% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.01% | 0.09% | 0.24% | Q4 2015 | Q3 2023 | 31 |
SFMG, LLC | 15 | 1 | 0.00% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 31 |
IBERIABANK CORP | 31 | 31 | 0.73% | 1.17% | 1.65% | Q4 2012 | Q2 2020 | 31 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 15 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 31 |
BCWM, LLC | 31 | 31 | 1.40% | 2.20% | 2.98% | Q1 2016 | Q3 2023 | 31 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 31 | 31 | 0.05% | 0.11% | 0.18% | Q1 2016 | Q3 2023 | 31 |
USA MUTUALS ADVISORS, INC. | 24 | 7 | 2.05% | 4.62% | 9.71% | Q1 2013 | Q4 2020 | 31 |
MCMILLION CAPITAL MANAGEMENT INC | 31 | 31 | 0.11% | 1.21% | 2.39% | Q4 2015 | Q2 2023 | 31 |
Cetera Investment Advisers | 31 | 31 | 0.10% | 0.22% | 0.39% | Q1 2016 | Q3 2023 | 31 |
Nikko Asset Management Americas, Inc. | 23 | 1 | 0.00% | 0.07% | 0.22% | Q4 2013 | Q3 2023 | 31 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 31 | 31 | 1.18% | 2.09% | 3.20% | Q1 2016 | Q3 2023 | 31 |
MERITAGE PORTFOLIO MANAGEMENT | 20 | 5 | 0.10% | 0.60% | 1.28% | Q2 2013 | Q1 2023 | 31 |
SUMITOMO LIFE INSURANCE CO | 31 | 31 | 0.04% | 0.35% | 0.57% | Q1 2014 | Q3 2021 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.08% | 0.14% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.14% | 0.27% | 0.52% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.15% | 0.24% | 0.31% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.05% | 0.12% | 0.26% | Q1 2016 | Q3 2023 | 31 |
SevenBridge Financial Group, LLC | 31 | 31 | 0.03% | 0.79% | 1.15% | Q1 2016 | Q3 2023 | 31 |
BENEDICT FINANCIAL ADVISORS INC | 31 | 31 | 0.43% | 1.08% | 1.58% | Q1 2016 | Q3 2023 | 31 |
Stonehage Fleming Financial Services Holdings Ltd | 26 | 2 | 0.00% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 31 |
Willis Investment Counsel | 16 | 15 | 0.37% | 1.32% | 2.72% | Q2 2015 | Q3 2023 | 31 |
KING LUTHER CAPITAL MANAGEMENT CORP | 31 | 31 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.05% | 0.13% | 0.20% | Q4 2015 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.23% | 0.59% | Q2 2014 | Q4 2021 | 31 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 22 | 6 | 0.00% | 1.13% | 3.52% | Q4 2014 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.19% | 0.25% | 0.38% | Q1 2016 | Q3 2023 | 31 |
Paragon Capital Management Ltd | 25 | 1 | 0.06% | 0.16% | 0.32% | Q1 2015 | Q1 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.04% | 0.20% | 0.40% | Q4 2014 | Q2 2022 | 31 |
CWA Asset Management Group, LLC | 30 | 1 | 0.55% | 1.30% | 2.00% | Q4 2015 | Q3 2023 | 31 |
Gilman Hill Asset Management, LLC | 31 | 31 | 0.09% | 0.20% | 0.30% | Q1 2016 | Q3 2023 | 31 |
Diversified Trust Co | 31 | 31 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2023 | 31 |
GUARDIAN CAPITAL LP | 30 | 30 | 0.01% | 0.25% | 0.41% | Q2 2013 | Q3 2020 | 30 |
BOSTON FINANCIAL MANGEMENT LLC | 30 | 30 | 0.50% | 1.02% | 1.52% | Q2 2016 | Q3 2023 | 30 |
Renaissance Technologies | 15 | 1 | 0.00% | 0.10% | 0.28% | Q3 2013 | Q3 2023 | 30 |
TRUSTCO BANK CORP N Y | 26 | 4 | 0.20% | 0.41% | 0.61% | Q1 2014 | Q3 2023 | 30 |
DAVIS R M INC | 23 | 7 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 30 |
TELEMUS CAPITAL, LLC | 30 | 30 | 0.11% | 0.21% | 0.42% | Q2 2016 | Q3 2023 | 30 |
MinichMacGregor Wealth Management, LLC | 14 | 4 | 0.45% | 0.82% | 1.19% | Q4 2015 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.11% | 0.22% | 0.54% | Q2 2013 | Q3 2020 | 30 |
RFG Advisory, LLC | 30 | 30 | 0.06% | 0.16% | 0.48% | Q2 2016 | Q3 2023 | 30 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 30 | 30 | 1.03% | 2.29% | 3.58% | Q1 2014 | Q2 2021 | 30 |
Bruderman Asset Management, LLC | 30 | 30 | 0.24% | 1.17% | 2.14% | Q1 2015 | Q2 2022 | 30 |
Liberty Capital Management, Inc. | 18 | 12 | 0.09% | 0.14% | 0.19% | Q1 2016 | Q3 2023 | 30 |
WMS Partners, LLC | 26 | 4 | 0.02% | 0.05% | 0.11% | Q1 2015 | Q4 2022 | 30 |
EASTERN BANK | 30 | 30 | 0.01% | 0.21% | 0.29% | Q4 2014 | Q1 2022 | 30 |
Darwin Wealth Management, LLC | 30 | 30 | 0.12% | 0.51% | 1.36% | Q2 2016 | Q3 2023 | 30 |
KINGS POINT CAPITAL MANAGEMENT | 30 | 30 | 0.00% | 0.99% | 1.51% | Q4 2014 | Q1 2022 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.24% | 0.42% | 0.78% | Q1 2016 | Q3 2023 | 30 |
Venturi Wealth Management, LLC | 15 | 15 | 0.03% | 0.78% | 2.13% | Q4 2015 | Q3 2023 | 30 |
Lenox Wealth Advisors, LLC | 24 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q1 2022 | 30 |
Brown Advisory Securities, LLC | 20 | 10 | 0.07% | 0.10% | 0.21% | Q1 2014 | Q2 2022 | 30 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 30 | 30 | 0.25% | 0.65% | 0.88% | Q2 2016 | Q3 2023 | 30 |
MARTIN CURRIE LTD | 30 | 30 | 0.45% | 0.83% | 2.61% | Q2 2013 | Q3 2020 | 30 |
Matisse Capital | 27 | 3 | 0.12% | 0.32% | 0.79% | Q4 2015 | Q2 2023 | 30 |
Connor, Clark & Lunn Investment Management Ltd. | 12 | 2 | 0.01% | 0.05% | 0.12% | Q1 2014 | Q3 2022 | 30 |
Cutter & CO Brokerage, Inc. | 15 | 2 | 0.05% | 0.22% | 0.57% | Q1 2014 | Q3 2023 | 30 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 2 | 0.23% | 1.47% | 2.99% | Q2 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.06% | 0.18% | 0.28% | Q2 2013 | Q3 2020 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.03% | 0.19% | 0.31% | Q2 2016 | Q3 2023 | 30 |
SL ADVISORS, LLC | 30 | 30 | 0.55% | 1.61% | 2.80% | Q2 2016 | Q3 2023 | 30 |
Vigilant Capital Management, LLC | 29 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q2 2023 | 30 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 1 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 30 |
WealthTrust Axiom LLC | 23 | 2 | 0.07% | 0.13% | 0.22% | Q3 2014 | Q3 2023 | 30 |
First Heartland Consultants, Inc. | 30 | 30 | 0.01% | 0.16% | 0.42% | Q2 2016 | Q3 2023 | 30 |
GAM Holding AG | 30 | 30 | 0.20% | 0.50% | 1.05% | Q2 2013 | Q3 2020 | 30 |
M&R CAPITAL MANAGEMENT INC | 30 | 30 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q4 2023 | 30 |
SECURITY NATIONAL TRUST CO | 21 | 8 | 0.00% | 0.04% | 0.46% | Q2 2013 | Q3 2021 | 29 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 28 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2021 | 29 |
OAKMONT Corp | 29 | 29 | 7.22% | 19.21% | 36.92% | Q4 2013 | Q4 2020 | 29 |
CIBC WORLD MARKETS CORP | 28 | 1 | 0.02% | 0.21% | 1.76% | Q4 2014 | Q3 2023 | 29 |
WealthPLAN Partners, LLC | 19 | 1 | 0.00% | 0.29% | 0.85% | Q2 2015 | Q4 2023 | 29 |
Ashfield Capital Partners, LLC | 17 | 12 | 0.01% | 0.32% | 1.15% | Q1 2014 | Q3 2022 | 29 |
Private Wealth Advisors, Inc. | 29 | 29 | 0.12% | 0.42% | 1.11% | Q4 2013 | Q4 2020 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.11% | 0.18% | 0.30% | Q4 2015 | Q4 2022 | 29 |
Strategic Advisors LLC | 29 | 29 | 0.09% | 0.21% | 0.37% | Q3 2016 | Q3 2023 | 29 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | 7 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 29 |
Rafferty Asset Management, LLC | 25 | 1 | 0.02% | 0.10% | 0.34% | Q3 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.03% | 0.20% | Q4 2013 | Q4 2020 | 29 |
Ironwood Investment Counsel, LLC | 29 | 29 | 0.16% | 0.61% | 1.68% | Q3 2016 | Q3 2023 | 29 |
BECKER CAPITAL MANAGEMENT INC | 19 | 5 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 29 |
Spectrum Management Group, LLC | 14 | 3 | 0.01% | 0.50% | 1.54% | Q4 2013 | Q3 2022 | 29 |
BRIDGES INVESTMENT MANAGEMENT INC | 26 | 3 | 0.06% | 0.13% | 0.18% | Q2 2016 | Q3 2023 | 29 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 2 | 0.00% | 0.11% | 0.55% | Q3 2015 | Q3 2023 | 29 |
CYPRESS FUNDS LLC | 29 | 29 | 2.02% | 7.29% | 21.12% | Q4 2013 | Q4 2020 | 29 |
LifePlan Financial Group, Inc | 29 | 29 | 0.15% | 0.30% | 0.39% | Q3 2013 | Q3 2020 | 29 |
Jacobi Capital Management LLC | 27 | 2 | 0.01% | 0.27% | 0.46% | Q2 2016 | Q3 2023 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.32% | 0.41% | 0.53% | Q4 2013 | Q4 2020 | 29 |
Catalyst Capital Advisors LLC | 10 | 2 | 0.03% | 0.26% | 0.76% | Q2 2014 | Q3 2023 | 29 |
SEGALL BRYANT & HAMILL, LLC | 29 | 29 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q2 2023 | 29 |
BTR CAPITAL MANAGEMENT INC | 29 | 29 | 0.26% | 0.42% | 0.74% | Q3 2015 | Q3 2022 | 29 |
WADDELL & REED FINANCIAL INC | 26 | 3 | 0.03% | 0.51% | 1.13% | Q3 2013 | Q4 2020 | 29 |
Wellington Shields & Co., LLC | 16 | 13 | 0.12% | 0.40% | 0.86% | Q2 2016 | Q3 2023 | 29 |
CADENCE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.34% | 0.49% | 0.64% | Q3 2013 | Q3 2020 | 29 |
Riggs Asset Managment Co. Inc. | 15 | 4 | 0.01% | 1.06% | 2.93% | Q3 2014 | Q3 2023 | 29 |
Pflug Koory, LLC | 28 | 28 | 0.66% | 1.10% | 1.56% | Q4 2016 | Q3 2023 | 28 |
Proficio Capital Partners LLC | 15 | 1 | 0.01% | 0.08% | 0.44% | Q4 2015 | Q3 2023 | 28 |
Omnia Family Wealth, LLC | 28 | 28 | 0.19% | 0.47% | 1.06% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.22% | 0.51% | 0.82% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.00% | 0.11% | 0.22% | Q4 2016 | Q3 2023 | 28 |
BRIGHTON JONES LLC | 27 | 1 | 0.06% | 0.09% | 0.18% | Q3 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.06% | 0.14% | 0.24% | Q4 2016 | Q3 2023 | 28 |
First Western Capital Management Co | 28 | 28 | 0.39% | 2.23% | 8.14% | Q4 2013 | Q3 2020 | 28 |
LCNB CORP | 28 | 28 | 0.50% | 0.75% | 1.14% | Q4 2016 | Q3 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 0.37% | 0.54% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Endurance Wealth Management, Inc. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 28 |
Harel Insurance Investments & Financial Services Ltd. | 27 | 1 | 0.00% | 0.78% | 2.54% | Q2 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.56% | 0.93% | 1.97% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q1 2020 | 28 |
Grove Bank & Trust | 28 | 28 | 0.07% | 0.13% | 0.22% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.17% | 0.28% | 0.46% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.11% | 0.36% | 1.25% | Q4 2016 | Q3 2023 | 28 |
Northwest Quadrant Wealth Management, LLC | 28 | 28 | 0.12% | 0.22% | 0.34% | Q4 2016 | Q3 2023 | 28 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 0.09% | 0.31% | 0.50% | Q3 2014 | Q3 2023 | 28 |
CPWM, LLC | 18 | 10 | 0.02% | 0.06% | 0.14% | Q3 2015 | Q3 2022 | 28 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.06% | 0.50% | 0.99% | Q4 2017 | Q3 2023 | 28 |
Marietta Wealth Management, LLC | 28 | 28 | 0.36% | 0.65% | 1.10% | Q4 2016 | Q3 2023 | 28 |
ARS Wealth Advisors, LLC | 28 | 28 | 0.19% | 0.33% | 0.48% | Q3 2014 | Q2 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.12% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Pachira Investments Inc. | 28 | 28 | 0.76% | 2.11% | 9.22% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.09% | 0.15% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.01% | 0.68% | 1.25% | Q4 2016 | Q3 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.02% | 0.17% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.04% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 28 | 28 | 3.06% | 4.21% | 4.99% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.00% | 0.25% | 0.55% | Q2 2013 | Q1 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.04% | 0.23% | Q1 2016 | Q4 2022 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.02% | 0.05% | 0.22% | Q4 2014 | Q3 2021 | 28 |
Lee Financial Co | 28 | 28 | 0.01% | 0.36% | 0.89% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.02% | 0.49% | 1.70% | Q4 2016 | Q3 2023 | 28 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.05% | 0.13% | 0.38% | Q3 2014 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.32% | 0.52% | 0.97% | Q4 2016 | Q3 2023 | 28 |
JT Stratford LLC | 28 | 28 | 0.15% | 1.37% | 3.08% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.16% | 0.24% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Burt Wealth Advisors | 25 | 3 | 0.05% | 0.07% | 0.11% | Q4 2014 | Q2 2023 | 28 |
JANICZEK WEALTH MANAGEMENT, LLC | 28 | 28 | 0.15% | 0.43% | 0.67% | Q4 2016 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 0.04% | 0.83% | 1.69% | Q4 2016 | Q3 2023 | 28 |
Close Asset Management Ltd | 28 | 28 | 0.01% | 1.59% | 7.06% | Q4 2016 | Q3 2023 | 28 |
GOULD ASSET MANAGEMENT LLC /CA/ | 28 | 28 | 0.06% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 28 |
ACCESS FINANCIAL SERVICES, INC. | 28 | 28 | 0.24% | 0.64% | 1.29% | Q4 2016 | Q3 2023 | 28 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 18 | 1 | 0.00% | 0.46% | 0.92% | Q2 2013 | Q1 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.04% | 0.23% | 0.40% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.05% | 0.23% | 0.40% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.20% | 0.49% | Q4 2016 | Q3 2023 | 28 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 28 | 0.01% | 0.16% | 1.02% | Q4 2016 | Q3 2023 | 28 |
Intellectus Partners, LLC | 28 | 28 | 0.06% | 1.16% | 2.42% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.16% | 0.25% | 0.32% | Q2 2016 | Q3 2023 | 28 |
Meridian Wealth Management, LLC | 28 | 28 | 0.16% | 0.60% | 1.40% | Q4 2016 | Q3 2023 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.06% | 0.11% | 0.20% | Q4 2016 | Q3 2023 | 28 |
VIKING FUND MANAGEMENT LLC | 28 | 28 | 0.35% | 0.74% | 1.32% | Q4 2016 | Q3 2023 | 28 |
EXANE DERIVATIVES | 28 | 28 | 0.00% | 0.08% | 0.44% | Q3 2015 | Q2 2022 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.04% | 0.13% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Royal Fund Management, LLC | 28 | 28 | 0.02% | 0.10% | 0.23% | Q4 2016 | Q3 2023 | 28 |
AVIVA PLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.05% | 0.11% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Steigerwald, Gordon & Koch Inc. | 28 | 28 | 0.06% | 0.09% | 0.12% | Q4 2016 | Q3 2023 | 28 |
BP PLC | 26 | 2 | 0.09% | 0.38% | 0.76% | Q1 2014 | Q2 2021 | 28 |
RBO & CO LLC | 28 | 28 | 2.13% | 2.69% | 3.03% | Q4 2016 | Q3 2023 | 28 |
Highstreet Asset Management Inc. | 27 | 27 | 0.21% | 0.96% | 2.04% | Q2 2013 | Q4 2019 | 27 |
Vident Investment Advisory, LLC | 24 | 1 | 0.00% | 0.16% | 0.66% | Q4 2014 | Q2 2023 | 27 |
BAILARD, INC. | 17 | 10 | 0.01% | 0.03% | 0.20% | Q3 2016 | Q2 2023 | 27 |
Weaver C. Barksdale & Associates, Inc. | 19 | 8 | 0.62% | 1.28% | 1.92% | Q2 2013 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.02% | 0.12% | 0.17% | Q3 2013 | Q2 2020 | 27 |
Zurich Insurance Group Ltd/FI | 17 | 10 | 0.02% | 0.42% | 1.09% | Q3 2015 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.15% | 0.40% | 0.56% | Q2 2013 | Q4 2019 | 27 |
Lido Advisors, LLC | 22 | 1 | 0.00% | 0.06% | 0.16% | Q1 2016 | Q3 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 27 | 27 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
NWAM LLC | 14 | 1 | 0.01% | 0.13% | 0.49% | Q4 2015 | Q3 2023 | 27 |
Terra Nova Asset Management LLC | 15 | 12 | 0.17% | 0.40% | 1.06% | Q1 2015 | Q3 2023 | 27 |
Capital Investment Advisory Services, LLC | 27 | 27 | 0.14% | 0.25% | 0.40% | Q1 2017 | Q3 2023 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | 4 | 0.00% | 0.03% | 0.16% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.11% | 0.21% | 0.29% | Q1 2017 | Q3 2023 | 27 |
HOLDERNESS INVESTMENTS CO | 27 | 27 | 0.28% | 0.44% | 0.61% | Q1 2017 | Q3 2023 | 27 |
OARSMAN CAPITAL, INC. | 25 | 1 | 0.11% | 0.14% | 0.29% | Q1 2015 | Q1 2022 | 27 |
WHALEROCK POINT PARTNERS, LLC | 19 | 8 | 0.09% | 0.71% | 1.42% | Q4 2016 | Q3 2023 | 27 |
Westchester Capital Management, Inc. | 27 | 27 | 2.95% | 4.04% | 4.79% | Q1 2017 | Q3 2023 | 27 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.35% | 0.94% | Q3 2013 | Q3 2023 | 27 |
Rock Point Advisors, LLC | 27 | 27 | 0.06% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 27 |
CHILTON INVESTMENT CO INC. | 27 | 27 | 0.04% | 0.66% | 2.83% | Q1 2017 | Q3 2023 | 27 |
IMA Wealth, Inc. | 22 | 5 | 0.00% | 0.07% | 0.37% | Q4 2016 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Marquette Asset Management, LLC | 27 | 27 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q4 2019 | 27 |
Kingsview Wealth Management, LLC | 18 | 6 | 0.00% | 0.39% | 0.78% | Q3 2017 | Q3 2023 | 27 |
Morse Asset Management, Inc | 27 | 27 | 0.25% | 1.44% | 2.74% | Q1 2017 | Q3 2023 | 27 |
SSI INVESTMENT MANAGEMENT LLC | 18 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2023 | 27 |
Edge Wealth Management LLC | 23 | 4 | 0.01% | 0.02% | 0.15% | Q2 2013 | Q4 2021 | 27 |
Security National Bank | 27 | 27 | 1.48% | 2.01% | 2.41% | Q1 2017 | Q3 2023 | 27 |
Perennial Advisors, LLC | 20 | 7 | 0.06% | 0.68% | 1.19% | Q4 2016 | Q3 2023 | 27 |
Summit Global Investments | 19 | 8 | 0.03% | 0.45% | 1.68% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.09% | 0.22% | Q4 2016 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.03% | 0.10% | 0.33% | Q1 2017 | Q3 2023 | 27 |
CHESAPEAKE ASSET MANAGEMENT LLC | 27 | 27 | 1.27% | 4.58% | 7.40% | Q2 2013 | Q4 2019 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.11% | 0.21% | 0.66% | Q1 2017 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.14% | 0.58% | 1.18% | Q4 2016 | Q2 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.05% | 0.51% | 1.18% | Q4 2016 | Q2 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.07% | 0.19% | 0.32% | Q1 2017 | Q3 2023 | 27 |
Harvest Fund Management Co., Ltd | 20 | 7 | 0.00% | 0.08% | 0.38% | Q4 2016 | Q3 2023 | 27 |
MARSICO CAPITAL MANAGEMENT LLC | 24 | 3 | 0.05% | 2.09% | 5.24% | Q2 2013 | Q3 2020 | 27 |
Abbrea Capital, LLC | 27 | 27 | 0.06% | 0.10% | 0.12% | Q1 2017 | Q3 2023 | 27 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.28% | 1.00% | Q4 2014 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.20% | 0.33% | Q2 2013 | Q4 2019 | 27 |
SPINNAKER TRUST | 27 | 27 | 0.02% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 27 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 27 | 27 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Osborn Williams & Donohoe LLC | 27 | 27 | 0.05% | 0.22% | 0.77% | Q3 2013 | Q1 2020 | 27 |
K.J. Harrison & Partners Inc | 23 | 3 | 0.05% | 0.26% | 0.64% | Q3 2016 | Q2 2023 | 26 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.02% | 0.09% | 0.39% | Q2 2013 | Q1 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.11% | 0.28% | Q3 2016 | Q3 2023 | 26 |
COLDSTREAM CAPITAL MANAGEMENT INC | 14 | 3 | 0.02% | 0.11% | 0.33% | Q1 2016 | Q3 2023 | 26 |
Keeley-Teton Advisors, LLC | 17 | 9 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.29% | 1.00% | 1.39% | Q2 2013 | Q3 2023 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.10% | 0.32% | 0.90% | Q2 2013 | Q3 2019 | 26 |
Legg Mason Asset Management (Japan) Co., Ltd. | 13 | 5 | 0.53% | 1.21% | 1.92% | Q2 2013 | Q4 2021 | 26 |
JUPITER ASSET MANAGEMENT LTD | 24 | 2 | 0.05% | 0.41% | 1.16% | Q3 2015 | Q2 2022 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.07% | 0.13% | 0.22% | Q2 2017 | Q3 2023 | 26 |
HighPoint Advisor Group LLC | 25 | 1 | 0.22% | 0.37% | 0.60% | Q3 2015 | Q2 2022 | 26 |
CHARTWELL INVESTMENT PARTNERS, LLC | 26 | 26 | 0.09% | 0.31% | 0.63% | Q2 2016 | Q3 2022 | 26 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.04% | 0.29% | 0.47% | Q3 2006 | Q4 2019 | 26 |
Summit X, LLC | 26 | 26 | 0.07% | 0.35% | 0.60% | Q2 2017 | Q3 2023 | 26 |
Pacific Wealth Strategies Group, Inc. | 22 | 4 | 0.46% | 1.25% | 1.81% | Q4 2016 | Q3 2023 | 26 |
Heritage Trust Co | 26 | 26 | 0.00% | 0.27% | 0.62% | Q2 2017 | Q3 2023 | 26 |
Radnor Capital Management, LLC | 19 | 1 | 0.18% | 0.24% | 0.30% | Q4 2016 | Q3 2023 | 26 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
FRED ALGER MANAGEMENT, LLC | 16 | 3 | 0.00% | 0.17% | 0.58% | Q2 2013 | Q3 2022 | 26 |
Horizon Investments, LLC | 11 | 3 | 0.02% | 0.11% | 0.23% | Q2 2016 | Q3 2023 | 26 |
GSB Wealth Management, LLC | 18 | 8 | 0.12% | 1.17% | 2.23% | Q4 2016 | Q3 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.69% | 0.93% | 1.10% | Q2 2017 | Q3 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.49% | 0.67% | 0.80% | Q2 2017 | Q3 2023 | 26 |
FINANCIAL CONSULATE, INC | 26 | 26 | 0.42% | 0.57% | 0.80% | Q4 2016 | Q1 2023 | 26 |
VAN ECK ASSOCIATES CORP | 20 | 6 | 0.00% | 0.10% | 0.46% | Q4 2014 | Q3 2023 | 26 |
Krilogy Financial LLC | 26 | 26 | 0.01% | 0.43% | 2.10% | Q4 2016 | Q1 2023 | 26 |
AMP Capital Investors Ltd | 26 | 26 | 0.05% | 0.21% | 0.27% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.09% | 0.30% | Q2 2013 | Q3 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q3 2019 | 26 |
CADINHA & CO LLC | 16 | 2 | 0.08% | 1.28% | 4.09% | Q4 2014 | Q3 2023 | 26 |
Silverleafe Capital Partners, LLC | 25 | 25 | 0.02% | 2.71% | 5.36% | Q4 2017 | Q4 2023 | 26 |
Family Management Corp | 15 | 1 | 0.06% | 1.75% | 3.88% | Q2 2015 | Q3 2023 | 26 |
STEEL GROVE CAPITAL ADVISORS, LLC | 16 | 3 | 0.04% | 0.83% | 1.46% | Q1 2014 | Q4 2022 | 26 |
Cable Hill Partners, LLC | 20 | 6 | 0.00% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.40% | 1.24% | 1.69% | Q1 2017 | Q3 2023 | 26 |
STEWART & PATTEN CO LLC | 19 | 7 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2023 | 26 |
FIRST MERCANTILE TRUST CO | 26 | 26 | 0.17% | 0.33% | 0.59% | Q2 2015 | Q3 2021 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.19% | 0.64% | Q2 2013 | Q3 2019 | 26 |
Founders Capital Management | 13 | 13 | 1.35% | 2.65% | 3.86% | Q1 2017 | Q4 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.27% | 0.46% | 0.81% | Q4 2016 | Q1 2023 | 26 |
Almanack Investment Partners, LLC. | 26 | 26 | 0.06% | 0.09% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Roundview Capital LLC | 25 | 25 | 0.04% | 0.13% | 0.19% | Q3 2017 | Q3 2023 | 25 |
IPG Investment Advisors LLC | 18 | 7 | 0.06% | 0.33% | 0.65% | Q4 2016 | Q2 2023 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.01% | 0.26% | 0.39% | Q2 2013 | Q2 2019 | 25 |
NBW CAPITAL LLC | 22 | 1 | 0.05% | 1.96% | 3.43% | Q1 2016 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.15% | 0.56% | 1.40% | Q3 2015 | Q3 2021 | 25 |
COURIER CAPITAL LLC | 25 | 25 | 0.18% | 0.39% | 0.69% | Q3 2017 | Q3 2023 | 25 |
Capital Analysts, LLC | 24 | 1 | 0.00% | 0.22% | 0.36% | Q1 2016 | Q3 2023 | 25 |
Sunbelt Securities, Inc. | 19 | 1 | 0.02% | 0.32% | 0.80% | Q4 2016 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.48% | 0.82% | 1.19% | Q3 2016 | Q3 2022 | 25 |
DIMENSION CAPITAL MANAGEMENT LLC | 25 | 25 | 0.07% | 0.11% | 0.19% | Q3 2017 | Q3 2023 | 25 |
Hanson & Doremus Investment Management | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 25 |
DOHENY ASSET MANAGEMENT /CA | 25 | 25 | 0.35% | 0.72% | 1.01% | Q1 2014 | Q1 2020 | 25 |
Sterling Capital Management LLC | 25 | 25 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2019 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.12% | 0.16% | 0.24% | Q3 2017 | Q3 2023 | 25 |
Penserra Capital Management LLC | 21 | 4 | 0.00% | 0.46% | 1.98% | Q1 2016 | Q3 2023 | 25 |
Trexquant Investment LP | 8 | 1 | 0.03% | 0.26% | 0.50% | Q2 2015 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Karp Capital Management Corp | 22 | 1 | 0.00% | 0.46% | 1.27% | Q4 2014 | Q3 2022 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.16% | 0.27% | 0.44% | Q3 2017 | Q3 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.04% | 0.14% | 0.39% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 25 |
SAWGRASS ASSET MANAGEMENT LLC | 18 | 7 | 0.04% | 0.93% | 1.69% | Q2 2017 | Q3 2023 | 25 |
Caprock Group, LLC | 25 | 25 | 0.04% | 0.09% | 0.16% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.11% | 0.23% | Q2 2017 | Q2 2023 | 25 |
FAYEZ SAROFIM & CO | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
WINTRUST INVESTMENTS LLC | 17 | 1 | 0.02% | 0.26% | 0.54% | Q2 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.06% | 0.14% | 0.29% | Q3 2017 | Q3 2023 | 25 |
Moisand Fitzgerald Tamayo, LLC | 25 | 25 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
SMITH, MOORE & CO. | 18 | 1 | 0.05% | 0.09% | 0.14% | Q2 2016 | Q3 2023 | 25 |
Apriem Advisors | 11 | 3 | 0.02% | 0.95% | 2.75% | Q3 2014 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.20% | 0.24% | 0.32% | Q2 2013 | Q2 2019 | 25 |
B. Riley Wealth Management, Inc. | 16 | 9 | 0.01% | 0.30% | 0.80% | Q1 2014 | Q2 2022 | 25 |
EFG Asset Management (Americas) Corp. | 22 | 3 | 0.02% | 0.31% | 0.54% | Q4 2013 | Q3 2020 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.14% | 0.25% | 0.61% | Q3 2017 | Q3 2023 | 25 |
Polaris Wealth Advisory Group, LLC | 25 | 25 | 0.02% | 0.60% | 2.23% | Q3 2017 | Q3 2023 | 25 |
SRB CORP | 13 | 5 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 16 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2020 | 25 |
Artemis Investment Management LLP | 25 | 25 | 0.00% | 1.94% | 8.77% | Q3 2014 | Q3 2020 | 25 |
JENNISON ASSOCIATES LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.06% | 0.10% | 0.15% | Q4 2015 | Q4 2021 | 25 |
JACOBS & CO/CA | 8 | 1 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 25 |
Csenge Advisory Group | 25 | 25 | 0.15% | 0.31% | 0.64% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.08% | 0.23% | 0.40% | Q3 2017 | Q3 2023 | 25 |
RWA WEALTH PARTNERS, LLC | 20 | 4 | 0.01% | 0.24% | 0.62% | Q3 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.08% | 0.17% | 0.23% | Q2 2013 | Q1 2019 | 24 |
CAPITAL GUARDIAN TRUST CO | 24 | 24 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q1 2019 | 24 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 21 | 3 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.17% | 0.21% | 0.26% | Q4 2017 | Q3 2023 | 24 |
CONNORS INVESTOR SERVICES INC | 19 | 5 | 0.04% | 0.74% | 1.36% | Q2 2016 | Q1 2023 | 24 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 17 | 7 | 0.01% | 0.06% | 0.18% | Q3 2014 | Q4 2020 | 24 |
Portfolio Strategies, Inc. | 24 | 24 | 0.05% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Advisors Capital Management, LLC | 24 | 24 | 0.12% | 0.87% | 1.52% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.21% | 0.49% | 0.74% | Q4 2017 | Q3 2023 | 24 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 14 | 1 | 0.02% | 0.70% | 3.05% | Q2 2013 | Q3 2023 | 24 |
Exeter Financial, LLC | 24 | 24 | 0.86% | 1.21% | 1.45% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.07% | 0.16% | 0.28% | Q2 2013 | Q1 2019 | 24 |
AlphaStar Capital Management, LLC | 24 | 24 | 0.08% | 0.23% | 0.66% | Q4 2017 | Q3 2023 | 24 |
FIRST INTERSTATE BANK | 18 | 6 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.07% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.02% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Traynor Capital Management, Inc. | 23 | 1 | 0.08% | 0.46% | 1.06% | Q4 2014 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.02% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.01% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.21% | 0.44% | 0.59% | Q4 2017 | Q3 2023 | 24 |
Vision Capital Management, Inc. | 24 | 24 | 0.16% | 1.21% | 1.81% | Q1 2016 | Q4 2021 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
NORTHEAST INVESTMENT MANAGEMENT | 24 | 24 | 0.23% | 0.44% | 0.83% | Q4 2017 | Q3 2023 | 24 |
Norway Savings Bank | 24 | 24 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q4 2022 | 24 |
Centiva Capital, LP | 10 | 2 | 0.01% | 0.08% | 0.44% | Q2 2019 | Q3 2023 | 24 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.37% | 1.31% | Q4 2014 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.19% | 0.27% | 0.36% | Q4 2017 | Q3 2023 | 24 |
RB Capital Management, LLC | 24 | 24 | 0.37% | 0.55% | 0.74% | Q4 2017 | Q3 2023 | 24 |
BOSTON ADVISORS LLC | 24 | 24 | 0.02% | 0.16% | 0.53% | Q4 2013 | Q3 2019 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.36% | 1.51% | Q4 2017 | Q3 2023 | 24 |
CHILTON CAPITAL MANAGEMENT LLC | 23 | 1 | 0.00% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 0.08% | 0.19% | 0.35% | Q4 2016 | Q3 2023 | 24 |
RITHOLTZ WEALTH MANAGEMENT | 19 | 5 | 0.02% | 0.09% | 0.36% | Q3 2017 | Q3 2023 | 24 |
OmniStar Financial Group, Inc. | 24 | 24 | 0.59% | 1.22% | 1.91% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.05% | 0.13% | 0.19% | Q2 2013 | Q1 2019 | 24 |
MCIA Inc | 18 | 2 | 0.04% | 0.51% | 1.00% | Q2 2017 | Q3 2023 | 24 |
CALTON & ASSOCIATES, INC. | 24 | 24 | 0.14% | 0.24% | 1.24% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.09% | 0.16% | 0.47% | Q4 2017 | Q3 2023 | 24 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.13% | 0.74% | Q4 2017 | Q2 2022 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.11% | 0.30% | 0.40% | Q4 2017 | Q3 2023 | 24 |
OppenheimerFunds, Inc. | 24 | 24 | 0.07% | 0.39% | 0.79% | Q2 2013 | Q1 2019 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.09% | 0.17% | 0.43% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.21% | 0.34% | 0.50% | Q4 2017 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.20% | 0.79% | 1.53% | Q4 2017 | Q3 2023 | 24 |
X-Square Capital, LLC | 24 | 24 | 0.36% | 0.99% | 1.59% | Q4 2017 | Q3 2023 | 24 |
Townsend & Associates, Inc | 24 | 24 | 0.87% | 3.05% | 5.02% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.08% | 0.33% | 0.99% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.06% | 0.26% | 0.55% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 0.22% | 0.32% | 0.46% | Q4 2017 | Q3 2023 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.16% | 0.65% | 0.93% | Q4 2017 | Q3 2023 | 24 |
Buckley Wealth Management, LLC | 24 | 24 | 0.60% | 1.16% | 1.79% | Q4 2017 | Q3 2023 | 24 |
AGF Investments LLC | 24 | 24 | 0.01% | 0.34% | 1.10% | Q4 2016 | Q3 2022 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.15% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.32% | 0.80% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.30% | 0.85% | 1.35% | Q4 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.21% | 0.27% | 0.35% | Q4 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.34% | 0.49% | 0.59% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.44% | 0.68% | 1.19% | Q4 2017 | Q3 2023 | 24 |
Congress Park Capital LLC | 24 | 24 | 0.14% | 0.64% | 1.21% | Q4 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.40% | 0.52% | 0.83% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.37% | 0.64% | 0.83% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.16% | 0.24% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 1.15% | 1.66% | 2.15% | Q4 2017 | Q3 2023 | 24 |
Barrett Asset Management, LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.25% | 0.44% | 0.68% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.10% | 0.21% | Q4 2017 | Q3 2023 | 24 |
Northeast Financial Consultants Inc | 19 | 5 | 0.03% | 0.10% | 0.14% | Q3 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.20% | 0.30% | 0.56% | Q4 2017 | Q3 2023 | 24 |
CI INVESTMENTS INC. | 17 | 2 | 0.00% | 0.04% | 0.42% | Q2 2015 | Q3 2023 | 23 |
Greystone Managed Investments Inc. | 23 | 23 | 0.49% | 0.62% | 1.06% | Q1 2014 | Q3 2019 | 23 |
Paulson Wealth Management Inc. | 12 | 11 | 0.10% | 0.22% | 0.33% | Q4 2017 | Q3 2023 | 23 |
CNB Bank | 18 | 5 | 0.01% | 0.73% | 1.56% | Q4 2017 | Q3 2023 | 23 |
Tredje AP-fonden | 23 | 23 | 0.17% | 0.32% | 0.44% | Q2 2015 | Q4 2020 | 23 |
TCTC Holdings, LLC | 19 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 23 |
Elite Wealth Management, Inc. | 14 | 3 | 0.01% | 0.58% | 1.91% | Q2 2013 | Q3 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.05% | 0.11% | 0.25% | Q4 2017 | Q3 2023 | 23 |
Balentine LLC | 9 | 1 | 0.00% | 0.04% | 0.15% | Q1 2015 | Q3 2023 | 23 |
Centerpoint Advisors, LLC | 23 | 23 | 0.00% | 0.06% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Stanley-Laman Group, Ltd. | 23 | 23 | 0.32% | 0.48% | 0.80% | Q1 2018 | Q3 2023 | 23 |
Occidental Asset Management, LLC | 23 | 23 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Clarus Wealth Advisors | 23 | 23 | 0.57% | 2.02% | 4.64% | Q4 2017 | Q2 2023 | 23 |
LOOMIS SAYLES & CO L P | 17 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 23 |
McIlrath & Eck, LLC | 16 | 7 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.07% | 0.11% | 0.18% | Q1 2017 | Q3 2022 | 23 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 23 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 9 | 0.54% | 0.79% | 1.02% | Q4 2017 | Q3 2023 | 23 |
Kistler-Tiffany Companies, LLC | 21 | 1 | 0.00% | 0.16% | 0.52% | Q4 2015 | Q2 2023 | 23 |
Keystone Financial Group | 21 | 2 | 0.10% | 0.22% | 0.33% | Q4 2017 | Q3 2023 | 23 |
Mendel Money Management | 14 | 1 | 0.25% | 0.84% | 2.16% | Q3 2014 | Q3 2023 | 23 |
Smith & Howard Wealth Management, LLC | 8 | 2 | 0.06% | 0.11% | 0.18% | Q3 2013 | Q3 2023 | 23 |
CFO4Life Group, LLC | 18 | 5 | 0.07% | 0.13% | 0.18% | Q3 2017 | Q3 2023 | 23 |
Allen Capital Group, LLC | 20 | 3 | 0.13% | 0.40% | 0.75% | Q4 2017 | Q3 2023 | 23 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 20 | 3 | 0.06% | 0.12% | 0.29% | Q4 2017 | Q3 2023 | 23 |
BHK Investment Advisors, LLC | 23 | 23 | 0.14% | 0.23% | 0.35% | Q1 2018 | Q3 2023 | 23 |
PREMIER ASSET MANAGEMENT LLC | 11 | 3 | 0.05% | 0.15% | 1.02% | Q3 2013 | Q4 2022 | 23 |
HoyleCohen, LLC | 23 | 23 | 0.05% | 0.31% | 0.60% | Q1 2018 | Q3 2023 | 23 |
Simplicity Solutions, LLC | 21 | 2 | 0.03% | 0.17% | 0.59% | Q3 2015 | Q3 2023 | 23 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 23 |
DUPONT CAPITAL MANAGEMENT CORP | 18 | 5 | 0.01% | 0.16% | 0.53% | Q2 2017 | Q2 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.15% | 0.27% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 21 | 21 | 0.00% | 0.20% | 0.29% | Q4 2013 | Q4 2018 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
DeDora Capital, Inc. | 16 | 7 | 0.31% | 0.54% | 0.78% | Q4 2017 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 22 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2022 | 23 |
Smith, Salley & Associates | 23 | 23 | 0.16% | 0.27% | 0.40% | Q1 2018 | Q3 2023 | 23 |
BRR OpCo, LLC | 14 | 9 | 0.12% | 0.19% | 0.33% | Q1 2016 | Q3 2022 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.44% | 0.97% | 1.47% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.19% | 0.34% | 0.54% | Q2 2013 | Q4 2018 | 23 |
Mork Capital Management, LLC | 9 | 5 | 0.63% | 0.86% | 1.15% | Q4 2014 | Q4 2022 | 23 |
SIMPLEX TRADING, LLC | 11 | 3 | 0.00% | 0.07% | 0.53% | Q4 2015 | Q4 2022 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 23 |
DT Investment Partners, LLC | 18 | 1 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 23 |
Waverly Advisors, LLC | 11 | 5 | 0.01% | 0.11% | 0.37% | Q3 2013 | Q3 2023 | 23 |
West Branch Capital LLC | 23 | 23 | 0.30% | 1.15% | 3.12% | Q1 2018 | Q3 2023 | 23 |
Pinion Investment Advisors, LLC | 23 | 23 | 0.49% | 0.88% | 1.50% | Q1 2018 | Q3 2023 | 23 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.05% | 1.74% | 4.34% | Q2 2014 | Q2 2023 | 23 |
ADVISORY RESEARCH INC | 14 | 1 | 0.00% | 0.37% | 1.60% | Q1 2014 | Q3 2023 | 23 |
Bray Capital Advisors | 23 | 23 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
WINTON GROUP Ltd | 12 | 5 | 0.01% | 0.51% | 1.66% | Q2 2014 | Q3 2020 | 23 |
Sound Income Strategies, LLC | 20 | 3 | 0.00% | 0.21% | 0.70% | Q4 2017 | Q3 2023 | 23 |
DIAMANT ASSET MANAGEMENT, INC. | 14 | 9 | 0.49% | 4.29% | 84.62% | Q4 2017 | Q3 2023 | 23 |
Hexavest Inc. | 16 | 7 | 0.00% | 0.28% | 1.01% | Q2 2013 | Q3 2021 | 23 |
ClariVest Asset Management LLC | 16 | 1 | 0.00% | 0.11% | 0.58% | Q2 2013 | Q3 2023 | 23 |
NTV ASSET MANAGEMENT LLC | 23 | 23 | 0.04% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Valmark Advisers, Inc. | 19 | 4 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Rothschild Capital Partners, LLC | 23 | 23 | 0.98% | 2.26% | 3.55% | Q1 2016 | Q3 2021 | 23 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 14 | 9 | 0.02% | 3.17% | 4.43% | Q2 2013 | Q2 2021 | 23 |
Crewe Advisors LLC | 23 | 23 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q2 2023 | 23 |
Copperwynd Financial, LLC | 16 | 6 | 0.10% | 0.21% | 0.36% | Q4 2017 | Q2 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.33% | 0.50% | 0.67% | Q4 2017 | Q3 2023 | 22 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.06% | 0.19% | Q1 2016 | Q3 2023 | 22 |
CORNERSTONE ADVISORS INC | 15 | 1 | 0.00% | 0.42% | 0.70% | Q2 2013 | Q4 2021 | 22 |
Laurel Grove Capital, LLC | 22 | 22 | 1.80% | 3.24% | 4.45% | Q2 2013 | Q3 2018 | 22 |
LaFleur & Godfrey LLC | 22 | 22 | 0.03% | 0.40% | 1.02% | Q2 2018 | Q3 2023 | 22 |
Pure Financial Advisors, LLC | 22 | 22 | 0.05% | 0.10% | 0.16% | Q3 2018 | Q4 2023 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.06% | 0.07% | 0.10% | Q4 2015 | Q1 2021 | 22 |
First PREMIER Bank | 21 | 1 | 0.01% | 0.25% | 0.34% | Q2 2017 | Q3 2023 | 22 |
Stuart Chaussee & Associates, Inc. | 22 | 22 | 0.00% | 0.07% | 0.23% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.26% | 0.47% | 0.80% | Q2 2018 | Q3 2023 | 22 |
JONES FINANCIAL COMPANIES LLLP | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
Merit Financial Group, LLC | 18 | 4 | 0.03% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.26% | 0.44% | 0.73% | Q2 2018 | Q3 2023 | 22 |
EAGLE GLOBAL ADVISORS LLC | 20 | 2 | 0.01% | 0.88% | 1.49% | Q3 2017 | Q3 2023 | 22 |
NORTHSTAR ASSET MANAGEMENT LLC | 15 | 2 | 0.05% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 22 |
DIVIDEND ASSETS CAPITAL, LLC | 22 | 22 | 0.10% | 0.79% | 1.33% | Q2 2018 | Q3 2023 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.08% | 0.59% | 0.97% | Q2 2013 | Q4 2019 | 22 |
Skandinaviska Enskilda Banken AB (publ) | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 22 |
Edgemoor Investment Advisors, Inc. | 10 | 4 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 22 |
FMA ADVISORY INC | 19 | 1 | 0.32% | 0.85% | 1.14% | Q2 2013 | Q3 2021 | 22 |
Majedie Asset Management Ltd | 12 | 10 | 0.12% | 2.62% | 9.94% | Q4 2013 | Q3 2020 | 22 |
FORT, L.P. | 22 | 22 | 0.03% | 0.51% | 0.82% | Q2 2018 | Q3 2023 | 22 |
Pekin Hardy Strauss, Inc. | 11 | 1 | 0.02% | 0.09% | 0.38% | Q2 2016 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.30% | 0.49% | 0.98% | Q4 2017 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q3 2018 | 22 |
Capital Planning Advisors, LLC | 14 | 8 | 0.07% | 0.27% | 0.70% | Q4 2014 | Q3 2023 | 22 |
FORVIS Wealth Advisors, LLC | 17 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 22 |
TEALWOOD ASSET MANAGEMENT INC | 12 | 10 | 0.94% | 1.27% | 1.69% | Q2 2018 | Q4 2023 | 22 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 3 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q3 2022 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Capital International, Inc./CA/ | 14 | 8 | 0.01% | 0.09% | 0.19% | Q4 2016 | Q3 2023 | 22 |
Steinberg Global Asset Management | 22 | 22 | 0.09% | 0.88% | 1.28% | Q2 2013 | Q3 2018 | 22 |
Avestar Capital, LLC | 8 | 4 | 0.03% | 0.13% | 0.70% | Q4 2017 | Q3 2023 | 22 |
Pendal Group Ltd | 11 | 11 | 0.00% | 0.05% | 0.15% | Q2 2017 | Q4 2022 | 22 |
Ancora Advisors LLC | 21 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 22 |
TWIN CAPITAL MANAGEMENT INC | 15 | 1 | 0.02% | 0.24% | 0.53% | Q2 2013 | Q4 2020 | 22 |
APG Asset Management N.V. | 22 | 22 | 0.04% | 0.25% | 0.77% | Q2 2013 | Q3 2018 | 22 |
HL FINANCIAL SERVICES LLC | 15 | 7 | 0.01% | 0.05% | 0.09% | Q3 2013 | Q1 2019 | 22 |
American Research & Management Co. | 18 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2022 | 22 |
DEAN INVESTMENT ASSOCIATES, LLC | 11 | 11 | 0.10% | 0.36% | 0.86% | Q2 2013 | Q3 2023 | 22 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 8 | 0.07% | 0.28% | 0.80% | Q2 2013 | Q3 2023 | 22 |
InterOcean Capital, LLC | 21 | 1 | 0.10% | 0.14% | 0.19% | Q3 2014 | Q2 2020 | 22 |
CX Institutional | 22 | 22 | 0.00% | 0.19% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Integrated Wealth Concepts LLC | 18 | 4 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 22 |
AVIANCE CAPITAL MANAGEMENT, LLC | 11 | 3 | 0.02% | 0.52% | 1.80% | Q2 2013 | Q1 2019 | 22 |
Global Endowment Management, LP | 22 | 22 | 0.02% | 0.06% | 0.10% | Q3 2015 | Q4 2020 | 22 |
Spectrum Financial Alliance Ltd LLC | 14 | 3 | 7.48% | 11.40% | 18.88% | Q1 2018 | Q3 2023 | 21 |
ONTARIO TEACHERS PENSION PLAN BOARD | 8 | 6 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 21 |
OAKBROOK INVESTMENTS LLC | 13 | 1 | 0.01% | 0.30% | 0.43% | Q2 2013 | Q4 2019 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 1.16% | 1.43% | 1.80% | Q2 2013 | Q2 2018 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 21 | 21 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2018 | 21 |
BOURGEON CAPITAL MANAGEMENT LLC | 21 | 21 | 0.27% | 0.37% | 0.62% | Q4 2016 | Q4 2021 | 21 |
HighTower Trust Company, N.A. | 15 | 6 | 0.04% | 0.15% | 0.28% | Q4 2013 | Q1 2023 | 21 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18 | 1 | 0.05% | 0.17% | 0.33% | Q4 2017 | Q3 2023 | 21 |
CHICAGO EQUITY PARTNERS LLC | 11 | 10 | 0.01% | 0.30% | 0.81% | Q2 2013 | Q1 2020 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.00% | 0.46% | 1.42% | Q1 2017 | Q3 2023 | 21 |
NICOLET BANKSHARES INC | 13 | 1 | 0.06% | 0.15% | 0.27% | Q4 2015 | Q3 2023 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 18 | 1 | 0.02% | 0.10% | 0.29% | Q4 2017 | Q3 2023 | 21 |
UNITED BANK | 18 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 21 |
SCOPUS ASSET MANAGEMENT, L.P. | 7 | 1 | 0.03% | 0.35% | 1.08% | Q2 2016 | Q1 2023 | 21 |
Cornerstone Investment Partners, LLC | 21 | 21 | 0.01% | 0.13% | 0.92% | Q3 2016 | Q3 2021 | 21 |
Cambridge Financial Group, Inc. | 21 | 21 | 1.66% | 3.28% | 3.85% | Q3 2013 | Q3 2018 | 21 |
Waverton Investment Management Ltd | 21 | 21 | 0.58% | 3.56% | 6.04% | Q4 2015 | Q4 2020 | 21 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 8 | 0.00% | 0.24% | 0.49% | Q4 2013 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.10% | 0.17% | 0.27% | Q2 2013 | Q2 2018 | 21 |
Fiera Capital Corp | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 21 |
10-15 ASSOCIATES, INC. | 21 | 21 | 0.17% | 0.49% | 2.35% | Q3 2015 | Q3 2020 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.04% | 0.08% | 0.16% | Q3 2018 | Q3 2023 | 21 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.02% | 0.18% | Q3 2013 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.07% | 0.15% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Jackson Wealth Management, LLC | 14 | 2 | 0.67% | 1.14% | 3.40% | Q1 2015 | Q3 2023 | 21 |
EXENCIAL WEALTH ADVISORS, LLC | 21 | 21 | 0.05% | 0.41% | 1.34% | Q3 2018 | Q3 2023 | 21 |
LMR Partners LLP | 9 | 1 | 0.00% | 0.34% | 1.35% | Q2 2014 | Q2 2020 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Formidable Asset Management, LLC | 11 | 10 | 0.02% | 0.06% | 0.11% | Q3 2013 | Q3 2023 | 21 |
Verity Asset Management, Inc. | 13 | 1 | 0.18% | 0.49% | 1.18% | Q4 2014 | Q3 2023 | 21 |
E&G Advisors, LP | 21 | 21 | 0.19% | 0.27% | 0.35% | Q4 2017 | Q4 2022 | 21 |
BANK OF HAWAII | 12 | 3 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q2 2023 | 21 |
Arete Wealth Advisors, LLC | 21 | 21 | 0.06% | 0.15% | 0.27% | Q2 2018 | Q2 2023 | 21 |
Lumbard & Kellner, LLC | 21 | 21 | 1.50% | 2.45% | 3.82% | Q3 2018 | Q3 2023 | 21 |
Confluence Wealth Management LLC | 21 | 21 | 0.13% | 0.21% | 0.28% | Q3 2015 | Q3 2020 | 21 |
Curbstone Financial Management Corp | 17 | 1 | 0.11% | 0.16% | 0.24% | Q1 2014 | Q4 2019 | 21 |
Engineers Gate Manager LP | 10 | 1 | 0.02% | 0.20% | 0.64% | Q2 2016 | Q3 2023 | 21 |
DODGE & COX | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.04% | 0.92% | 1.75% | Q2 2013 | Q2 2018 | 21 |
MISSION WEALTH MANAGEMENT, LP | 21 | 21 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Versor Investments LP | 15 | 1 | 0.01% | 0.18% | 0.91% | Q1 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.27% | 0.51% | Q2 2018 | Q2 2023 | 21 |
Clarius Group, LLC | 19 | 2 | 0.06% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q3 2023 | 21 |
Covenant Asset Management, LLC | 17 | 17 | 0.18% | 0.52% | 2.25% | Q3 2019 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.08% | 0.18% | 0.25% | Q4 2016 | Q4 2021 | 21 |
Abbot Financial Management, Inc. | 21 | 21 | 1.10% | 1.62% | 2.24% | Q3 2018 | Q3 2023 | 21 |
Quadrant Private Wealth Management, LLC | 17 | 4 | 0.26% | 0.50% | 0.80% | Q2 2018 | Q3 2023 | 21 |
White Lighthouse Investment Management Inc. | 11 | 2 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 21 |
Virtue Capital Management, LLC | 14 | 3 | 0.05% | 0.14% | 0.24% | Q4 2017 | Q3 2023 | 21 |
MGO ONE SEVEN LLC | 14 | 2 | 0.05% | 0.27% | 1.30% | Q4 2017 | Q3 2023 | 21 |
Prime Capital Investment Advisors, LLC | 11 | 2 | 0.02% | 0.16% | 0.46% | Q4 2017 | Q3 2023 | 21 |
Burleson & Company, LLC | 21 | 21 | 0.08% | 0.21% | 0.61% | Q4 2017 | Q4 2022 | 21 |
Truvestments Capital LLC | 19 | 2 | 0.15% | 0.39% | 0.75% | Q2 2018 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.04% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.16% | 0.24% | 0.61% | Q3 2018 | Q3 2023 | 21 |
London & Capital Asset Management Ltd | 20 | 20 | 0.76% | 2.21% | 3.81% | Q4 2018 | Q3 2023 | 20 |
TOWER BRIDGE ADVISORS | 20 | 20 | 0.03% | 0.16% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Garrett Wealth Advisory Group, LLC | 20 | 20 | 0.37% | 0.53% | 0.70% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.14% | 0.37% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.04% | 0.09% | 0.16% | Q2 2016 | Q1 2021 | 20 |
Bell Bank | 18 | 1 | 0.04% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.08% | 0.12% | 0.20% | Q4 2017 | Q3 2022 | 20 |
CAMG Solamere Management, LLC | 20 | 20 | 0.14% | 0.33% | 1.22% | Q4 2016 | Q3 2021 | 20 |
Ellevest, Inc. | 20 | 20 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.20% | 0.33% | 0.49% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.20% | 0.30% | 0.37% | Q2 2013 | Q1 2018 | 20 |
Cornerstone Wealth Management, LLC | 15 | 2 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 20 |
IBEX WEALTH ADVISORS | 18 | 2 | 0.05% | 1.84% | 2.77% | Q3 2016 | Q2 2022 | 20 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 20 |
BESSEMER SECURITIES LLC | 20 | 20 | 0.08% | 0.20% | 0.28% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.10% | 0.16% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Cascade Investment Advisors, Inc. | 19 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 20 |
Ocean Capital Management, LLC | 20 | 20 | 0.82% | 1.64% | 2.83% | Q4 2018 | Q3 2023 | 20 |
OLD REPUBLIC INTERNATIONAL CORP | 11 | 9 | 0.34% | 1.23% | 2.28% | Q4 2013 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.04% | 0.13% | 0.30% | Q4 2014 | Q3 2019 | 20 |
Willingdon Wealth Management | 18 | 2 | 0.32% | 1.45% | 3.71% | Q4 2013 | Q1 2020 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.04% | 0.07% | Q3 2017 | Q2 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.16% | 0.27% | 0.39% | Q4 2017 | Q3 2022 | 20 |
Winning Points Advisors, LLC | 13 | 1 | 0.18% | 0.93% | 1.39% | Q4 2016 | Q1 2023 | 20 |
NuWave Investment Management, LLC | 9 | 3 | 0.01% | 0.52% | 2.15% | Q4 2013 | Q3 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.06% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Personal Capital Advisors Corp | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 20 |
Syntal Capital Partners, LLC | 10 | 1 | 0.01% | 0.40% | 0.86% | Q1 2014 | Q2 2023 | 20 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16 | 4 | 0.03% | 0.10% | 0.18% | Q4 2013 | Q3 2020 | 20 |
WESTWOOD HOLDINGS GROUP INC | 13 | 7 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.31% | 0.44% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Leisure Capital Management | 20 | 20 | 0.57% | 0.84% | 1.19% | Q4 2018 | Q3 2023 | 20 |
Accredited Investors Inc. | 19 | 1 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 20 |
YHB Investment Advisors, Inc. | 10 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.33% | 0.45% | 0.70% | Q4 2018 | Q3 2023 | 20 |
GLENVIEW STATE BANK TRUST DEPT. | 20 | 20 | 0.19% | 0.67% | 1.03% | Q3 2016 | Q2 2021 | 20 |
BEACON FINANCIAL GROUP | 17 | 3 | 0.05% | 0.10% | 0.18% | Q1 2014 | Q4 2022 | 20 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.14% | 0.20% | 0.30% | Q2 2017 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.14% | 0.37% | Q1 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.20% | 0.31% | 0.44% | Q4 2018 | Q3 2023 | 20 |
GLOBEFLEX CAPITAL L P | 18 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.21% | 0.68% | 1.61% | Q4 2018 | Q3 2023 | 20 |
RAND WEALTH, LLC | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2018 | 20 |
CHATHAM CAPITAL GROUP, INC. | 20 | 20 | 0.09% | 0.73% | 1.65% | Q4 2018 | Q3 2023 | 20 |
Cooper Financial Group | 20 | 20 | 0.09% | 0.24% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Hilton Capital Management, LLC | 10 | 2 | 0.02% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.11% | 0.26% | 0.36% | Q4 2018 | Q3 2023 | 20 |
FOUNDERS FINANCIAL SECURITIES LLC | 20 | 20 | 0.12% | 0.32% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q3 2020 | 20 |
Brick & Kyle, Associates | 15 | 5 | 0.11% | 0.25% | 0.42% | Q4 2014 | Q4 2019 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.09% | 0.18% | 0.34% | Q1 2013 | Q4 2017 | 20 |
NorthRock Partners, LLC | 19 | 1 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.12% | 0.21% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.22% | 0.51% | 0.95% | Q4 2018 | Q3 2023 | 20 |
Aristotle Atlantic Partners, LLC | 20 | 20 | 0.02% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.27% | 0.43% | 0.69% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.59% | 0.94% | 1.29% | Q4 2018 | Q3 2023 | 20 |
FIRST MERCHANTS CORP | 17 | 1 | 0.04% | 0.25% | 0.54% | Q4 2017 | Q3 2023 | 20 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.44% | 1.53% | Q4 2013 | Q3 2021 | 20 |
FormulaFolio Investments, LLC | 19 | 1 | 0.03% | 0.09% | 0.30% | Q2 2015 | Q2 2021 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.18% | 0.34% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Telos Capital Management, Inc. | 19 | 1 | 0.03% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Taylor Hoffman Wealth Management | 20 | 20 | 0.29% | 0.49% | 0.69% | Q4 2017 | Q3 2022 | 20 |
Miramar Capital, LLC | 20 | 20 | 2.20% | 3.48% | 4.73% | Q4 2018 | Q3 2023 | 20 |
Douglas Lane & Associates, LLC | 9 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.70% | 0.93% | 1.12% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.10% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Compton Wealth Advisory Group, LLC | 20 | 20 | 0.39% | 0.70% | 1.51% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.06% | 0.20% | 0.31% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.33% | 0.48% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.04% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.22% | 0.46% | 0.71% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.57% | 1.03% | 1.43% | Q4 2018 | Q3 2023 | 20 |
Global X Management CO LLC | 13 | 7 | 0.00% | 0.19% | 0.83% | Q2 2013 | Q2 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 1.67% | 2.16% | 2.50% | Q4 2018 | Q3 2023 | 20 |
MBM Wealth Consultants, LLC | 20 | 20 | 0.25% | 0.39% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.42% | 0.76% | 1.18% | Q4 2018 | Q3 2023 | 20 |
Truepoint, Inc. | 12 | 3 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.32% | 0.51% | 0.78% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.08% | 0.17% | 0.31% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.16% | 0.24% | 0.33% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.19% | 0.31% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.14% | 0.24% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.04% | 0.48% | 1.68% | Q4 2013 | Q3 2018 | 20 |
EagleClaw Capital Managment, LLC | 20 | 20 | 0.62% | 0.97% | 1.39% | Q4 2018 | Q3 2023 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 1.73% | 2.05% | 2.41% | Q2 2013 | Q1 2018 | 20 |
Bangor Savings Bank | 20 | 20 | 0.14% | 0.19% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Gryphon Financial Partners LLC | 16 | 1 | 0.01% | 0.09% | 0.15% | Q4 2017 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.04% | 0.18% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Johanson Financial Advisors, Inc. | 20 | 20 | 0.17% | 0.69% | 0.95% | Q1 2017 | Q4 2021 | 20 |
Riverview Trust Co | 20 | 20 | 0.14% | 0.30% | 0.44% | Q4 2018 | Q3 2023 | 20 |
BECK MACK & OLIVER LLC | 13 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2020 | 20 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 20 |
HAMEL ASSOCIATES, INC. | 19 | 1 | 0.44% | 1.21% | 1.58% | Q4 2013 | Q3 2023 | 20 |
Ninety One UK Ltd | 19 | 19 | 0.02% | 0.06% | 0.11% | Q2 2017 | Q4 2021 | 19 |
Genesee Capital Advisors, LLC | 10 | 9 | 0.15% | 0.70% | 1.97% | Q4 2018 | Q3 2023 | 19 |
Aptus Capital Advisors, LLC | 15 | 2 | 0.00% | 0.29% | 0.96% | Q2 2019 | Q3 2023 | 19 |
USA FINANCIAL FORMULAS | 13 | 1 | 0.00% | 0.21% | 1.22% | Q4 2014 | Q3 2023 | 19 |
Virtu Financial LLC | 6 | 1 | 0.04% | 0.18% | 0.62% | Q1 2014 | Q3 2023 | 19 |
TIAA, FSB | 11 | 8 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q2 2023 | 19 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.12% | 0.24% | Q4 2016 | Q1 2023 | 19 |
BRASADA CAPITAL MANAGEMENT, LP | 12 | 7 | 0.12% | 0.36% | 1.06% | Q4 2017 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2018 | 19 |
MAIRS & POWER INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 19 |
AMG National Trust Bank | 14 | 5 | 0.01% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 19 |
Rovida Advisors Inc. | 12 | 7 | 1.39% | 4.15% | 6.93% | Q1 2017 | Q4 2021 | 19 |
CIM INVESTMENT MANAGEMENT INC | 19 | 19 | 0.14% | 0.18% | 0.25% | Q2 2017 | Q4 2021 | 19 |
First National Bank of South Miami | 19 | 19 | 0.11% | 0.21% | 0.30% | Q4 2018 | Q2 2023 | 19 |
Hanlon Investment Management, Inc. | 19 | 19 | 0.10% | 0.17% | 0.46% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 19 |
OLD DOMINION CAPITAL MANAGEMENT INC | 19 | 19 | 0.22% | 0.36% | 0.67% | Q1 2017 | Q3 2021 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.35% | 0.49% | 0.71% | Q1 2019 | Q3 2023 | 19 |
Jupiter Wealth Management LLC | 19 | 19 | 0.46% | 1.38% | 2.58% | Q1 2019 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.73% | 0.97% | 1.24% | Q1 2019 | Q3 2023 | 19 |
James Hambro & Partners | 17 | 2 | 0.02% | 1.51% | 5.36% | Q4 2018 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.83% | 1.25% | 1.80% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.03% | 0.38% | 0.52% | Q3 2018 | Q3 2023 | 19 |
FRANKLIN STREET ADVISORS INC /NC | 12 | 7 | 0.04% | 0.95% | 1.55% | Q2 2016 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.05% | 0.17% | 0.33% | Q2 2019 | Q4 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.08% | 0.21% | 0.34% | Q4 2018 | Q3 2023 | 19 |
Citizens Business Bank | 14 | 5 | 0.09% | 0.35% | 0.72% | Q3 2017 | Q3 2023 | 19 |
Sompo Asset Management Co., Ltd. | 19 | 19 | 0.09% | 0.87% | 1.79% | Q1 2019 | Q3 2023 | 19 |
Peachtree Investment Partners, LLC | 13 | 6 | 0.19% | 1.77% | 4.20% | Q4 2018 | Q3 2023 | 19 |
COMMONWEALTH BANK OF AUSTRALIA | 15 | 4 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q2 2019 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.05% | 0.09% | 0.13% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 19 |
XR Securities LLC | 7 | 1 | 0.03% | 0.11% | 0.44% | Q4 2017 | Q3 2023 | 19 |
RENAISSANCE GROUP LLC | 12 | 7 | 0.79% | 1.17% | 1.54% | Q1 2018 | Q3 2023 | 19 |
Summit Trail Advisors, LLC | 15 | 2 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 19 |
Texan Capital Management | 19 | 19 | 0.62% | 0.97% | 1.22% | Q2 2013 | Q4 2017 | 19 |
Ruffer LLP | 14 | 5 | 0.75% | 7.33% | 14.09% | Q2 2013 | Q2 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.07% | 0.14% | 0.22% | Q2 2018 | Q4 2022 | 19 |
Cornerstone Advisory, LLC | 18 | 1 | 0.05% | 0.19% | 0.37% | Q3 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q2 2022 | 19 |
GRIFFIN ASSET MANAGEMENT, INC. | 19 | 19 | 0.14% | 0.41% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Mount Yale Investment Advisors, LLC | 9 | 9 | 0.00% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 19 |
Empirical Finance, LLC | 18 | 1 | 0.02% | 0.21% | 0.38% | Q4 2016 | Q3 2023 | 19 |
LVM CAPITAL MANAGEMENT LTD/MI | 19 | 19 | 1.24% | 1.69% | 2.22% | Q1 2019 | Q3 2023 | 19 |
Blue Edge Capital, LLC | 19 | 19 | 0.33% | 0.54% | 0.61% | Q1 2016 | Q3 2020 | 19 |
RESTON WEALTH MANAGEMENT LLC | 19 | 19 | 0.11% | 0.17% | 0.32% | Q1 2019 | Q3 2023 | 19 |
Itau Unibanco Holding S.A. | 12 | 1 | 0.00% | 0.04% | 0.20% | Q1 2017 | Q3 2023 | 19 |
Freestone Capital Holdings, LLC | 13 | 2 | 0.00% | 0.20% | 0.34% | Q2 2013 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.25% | 0.32% | 0.50% | Q1 2019 | Q3 2023 | 19 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 18 | 1 | 0.00% | 0.23% | 0.48% | Q1 2017 | Q2 2022 | 19 |
D L CARLSON INVESTMENT GROUP INC | 19 | 19 | 0.80% | 1.55% | 2.15% | Q4 2015 | Q2 2020 | 19 |
Leith Wheeler Investment Counsel Ltd. | 15 | 4 | 0.06% | 0.15% | 0.53% | Q4 2015 | Q3 2020 | 19 |
Ascension Asset Management LLC | 10 | 1 | 1.31% | 2.12% | 2.94% | Q4 2017 | Q2 2023 | 19 |
Caption Management, LLC | 4 | 1 | 0.00% | 0.50% | 2.25% | Q2 2020 | Q3 2023 | 19 |
Qube Research & Technologies Ltd | 7 | 4 | 0.02% | 0.26% | 0.64% | Q2 2018 | Q3 2023 | 19 |
OMERS ADMINISTRATION Corp | 7 | 3 | 0.02% | 0.17% | 0.63% | Q3 2013 | Q4 2019 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
MEANS INVESTMENT CO., INC. | 19 | 19 | 0.08% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 19 |
Lafayette Investments | 19 | 19 | 0.25% | 1.44% | 2.40% | Q1 2019 | Q3 2023 | 19 |
ICON ADVISERS INC/CO | 19 | 19 | 0.39% | 0.59% | 1.08% | Q1 2019 | Q3 2023 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.00% | 0.17% | 0.32% | Q2 2013 | Q4 2017 | 19 |
American Money Management, LLC | 19 | 19 | 1.16% | 1.70% | 2.33% | Q1 2019 | Q3 2023 | 19 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 12 | 7 | 0.01% | 0.21% | 0.46% | Q4 2015 | Q1 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Camelot Portfolios, LLC | 14 | 5 | 0.17% | 0.33% | 0.70% | Q4 2016 | Q1 2022 | 19 |
Strategic Blueprint, LLC | 19 | 19 | 0.10% | 0.86% | 3.02% | Q1 2019 | Q3 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.13% | 0.24% | 0.31% | Q1 2019 | Q3 2023 | 19 |
Barrington Strategic Wealth Management Group LLC | 18 | 18 | 0.25% | 0.52% | 0.68% | Q2 2013 | Q3 2017 | 18 |
Sculptor Capital LP | 7 | 7 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q4 2014 | 18 |
Symmetry Partners, LLC | 18 | 18 | 0.03% | 0.11% | 0.31% | Q3 2019 | Q4 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2017 | 18 |
ASSOCIATED BANC-CORP | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.05% | 0.12% | 0.15% | Q2 2017 | Q3 2023 | 18 |
A.R.T. Advisors, LLC | 9 | 1 | 0.02% | 0.23% | 0.55% | Q2 2013 | Q4 2019 | 18 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.14% | 0.27% | Q2 2013 | Q2 2017 | 18 |
HRT FINANCIAL LP | 9 | 1 | 0.01% | 0.36% | 2.12% | Q1 2017 | Q3 2023 | 18 |
Van Hulzen Asset Management, LLC | 17 | 1 | 0.06% | 0.24% | 0.78% | Q1 2014 | Q3 2023 | 18 |
HMS Capital Management, LLC | 8 | 3 | 0.04% | 0.20% | 0.71% | Q1 2018 | Q4 2020 | 18 |
SIGNET FINANCIAL MANAGEMENT, LLC | 12 | 6 | 0.02% | 0.13% | 0.31% | Q4 2015 | Q4 2022 | 18 |
Transform Wealth, LLC | 18 | 18 | 0.03% | 0.14% | 0.48% | Q2 2019 | Q3 2023 | 18 |
Eagle Capital Management, LLC | 18 | 18 | 1.01% | 2.11% | 3.99% | Q2 2019 | Q3 2023 | 18 |
Country Club Trust Company, n.a. | 18 | 18 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q4 2021 | 18 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 | 18 | 0.02% | 0.07% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Members Trust Co | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 18 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8 | 1 | 0.02% | 0.10% | 0.21% | Q3 2016 | Q3 2023 | 18 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 4 | 0.04% | 0.14% | 0.23% | Q4 2016 | Q4 2022 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.19% | 0.30% | 0.40% | Q2 2019 | Q3 2023 | 18 |
Ipswich Investment Management Co., Inc. | 10 | 1 | 0.01% | 0.37% | 1.02% | Q4 2018 | Q3 2023 | 18 |
ALERUS FINANCIAL NA | 18 | 18 | 0.04% | 0.48% | 0.72% | Q1 2019 | Q2 2023 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ETF MANAGERS GROUP, LLC | 13 | 1 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q4 2022 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.68% | 0.92% | 1.11% | Q2 2019 | Q3 2023 | 18 |
Wealthspire Advisors, LLC | 17 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 18 |
Cornerstone Wealth Group, LLC | 18 | 18 | 0.23% | 0.78% | 1.44% | Q1 2019 | Q2 2023 | 18 |
RDA Financial Network | 18 | 18 | 0.10% | 0.26% | 0.54% | Q2 2019 | Q3 2023 | 18 |
Wesleyan Assurance Society | 13 | 5 | 0.72% | 0.91% | 1.23% | Q1 2019 | Q3 2023 | 18 |
Cohen Klingenstein LLC | 18 | 18 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 10 | 8 | 0.02% | 0.14% | 0.41% | Q1 2019 | Q3 2023 | 18 |
PETTYJOHN, WOOD & WHITE, INC | 18 | 18 | 0.07% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 18 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
COOKSON PEIRCE & CO INC | 14 | 4 | 0.06% | 0.66% | 2.86% | Q2 2013 | Q2 2020 | 18 |
Quadrature Capital Ltd | 5 | 1 | 0.02% | 0.48% | 2.00% | Q4 2015 | Q3 2023 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 18 | 18 | 0.06% | 0.10% | 0.12% | Q2 2018 | Q3 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.14% | 0.31% | Q2 2013 | Q3 2017 | 18 |
ETRADE Capital Management LLC | 18 | 18 | 0.04% | 0.10% | 0.19% | Q2 2016 | Q3 2020 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
CI Global Investments Inc. | 18 | 18 | 0.00% | 0.15% | 0.40% | Q1 2014 | Q2 2018 | 18 |
ARGI Investment Services, LLC | 12 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q4 2022 | 18 |
StoneX Group Inc. | 16 | 2 | 0.10% | 0.28% | 0.71% | Q1 2018 | Q3 2022 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.10% | 0.16% | 0.19% | Q2 2019 | Q3 2023 | 18 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 18 | 18 | 0.17% | 0.22% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Colonial Trust Advisors | 18 | 18 | 0.05% | 0.47% | 0.76% | Q2 2019 | Q3 2023 | 18 |
Lourd Capital, LLC | 16 | 2 | 0.02% | 0.05% | 0.12% | Q1 2014 | Q4 2018 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.15% | 0.22% | 0.29% | Q2 2013 | Q3 2017 | 18 |
Lombard Odier Asset Management (USA) Corp | 12 | 2 | 0.07% | 0.31% | 0.68% | Q2 2016 | Q3 2023 | 18 |
Advocacy Wealth Management Services, LLC | 9 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2022 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.02% | 0.15% | 0.35% | Q2 2013 | Q3 2017 | 18 |
M Holdings Securities, Inc. | 8 | 1 | 0.04% | 0.27% | 0.42% | Q3 2014 | Q2 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.08% | 0.22% | 0.32% | Q1 2019 | Q3 2023 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Horrell Capital Management, Inc. | 10 | 8 | 0.19% | 1.91% | 2.76% | Q2 2013 | Q3 2023 | 18 |
Campbell Wealth Management | 16 | 2 | 0.02% | 0.07% | 0.17% | Q1 2019 | Q3 2023 | 18 |
BRINKER CAPITAL INC | 12 | 6 | 0.03% | 0.11% | 0.22% | Q4 2015 | Q2 2020 | 18 |
UNIO CAPITAL LLC | 14 | 4 | 0.00% | 0.24% | 0.45% | Q4 2017 | Q2 2022 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.04% | 0.25% | 0.32% | Q4 2017 | Q1 2022 | 18 |
SHEETS SMITH WEALTH MANAGEMENT | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 15 | 3 | 0.06% | 0.67% | 3.51% | Q1 2015 | Q4 2019 | 18 |
Banco de Sabadell, S.A | 15 | 3 | 0.03% | 0.18% | 0.31% | Q4 2017 | Q2 2023 | 18 |
Nicollet Investment Management, Inc. | 18 | 18 | 1.24% | 1.76% | 2.38% | Q4 2017 | Q1 2022 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Gradient Capital Advisors, LLC | 18 | 18 | 0.22% | 0.46% | 0.73% | Q2 2019 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.40% | 0.49% | 0.60% | Q2 2013 | Q3 2017 | 18 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 18 |
Ferris Capital, LLC | 14 | 1 | 0.03% | 0.46% | 0.61% | Q2 2017 | Q1 2022 | 18 |
RPG Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 18 |
Intercontinental Wealth Advisors, LLC | 12 | 6 | 0.05% | 0.11% | 0.22% | Q3 2018 | Q2 2023 | 18 |
Stratos Wealth Advisors, LLC | 14 | 4 | 0.16% | 0.25% | 0.54% | Q4 2018 | Q3 2023 | 18 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2022 | 18 |
1ST SOURCE BANK | 16 | 2 | 0.02% | 0.16% | 0.24% | Q3 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q3 2017 | 18 |
PFS INVESTMENTS INC. | 18 | 18 | 0.06% | 0.34% | 0.72% | Q1 2019 | Q2 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.09% | 1.42% | Q4 2015 | Q1 2020 | 18 |
Estabrook Capital Management | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Braun-Bostich & Associates Inc. | 16 | 1 | 0.14% | 0.38% | 0.71% | Q4 2017 | Q1 2022 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 17 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 2 | 0.08% | 0.15% | 0.60% | Q4 2017 | Q1 2023 | 17 |
Foresight Wealth Management, LLC | 12 | 12 | 0.01% | 0.25% | 0.76% | Q4 2019 | Q3 2022 | 17 |
Yorktown Management & Research Co Inc | 6 | 1 | 0.04% | 0.22% | 0.50% | Q2 2013 | Q3 2021 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
KAYS FINANCIAL ADVISORY CORP /ADV | 8 | 4 | 0.07% | 0.12% | 0.20% | Q1 2015 | Q3 2020 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.49% | 1.10% | 2.02% | Q4 2019 | Q4 2023 | 17 |
Virtu KCG Holdings LLC | 8 | 7 | 0.01% | 0.08% | 0.36% | Q3 2013 | Q2 2017 | 17 |
Beaumont Financial Partners, LLC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q3 2022 | 17 |
DUBUQUE BANK & TRUST CO | 8 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 17 |
FRONTIER INVESTMENT MGMT CO | 17 | 17 | 0.02% | 0.09% | 0.23% | Q2 2016 | Q2 2020 | 17 |
Windsor Wealth Management, Inc. | 13 | 4 | 0.05% | 0.19% | 0.37% | Q4 2017 | Q3 2022 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.05% | 0.82% | 3.42% | Q2 2014 | Q3 2023 | 17 |
Hapanowicz & Associates Financial Services, Inc | 16 | 16 | 0.00% | 0.29% | 0.50% | Q4 2019 | Q3 2023 | 17 |
Tower View Wealth Management LLC | 15 | 2 | 0.00% | 1.57% | 2.34% | Q4 2017 | Q3 2023 | 17 |
CHOREO, LLC | 11 | 6 | 0.01% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 17 |
Nippon Life Global Investors Americas, Inc. | 11 | 6 | 0.36% | 0.73% | 1.87% | Q3 2015 | Q3 2020 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
HERNDON CAPITAL MANAGEMENT LLC | 17 | 17 | 2.30% | 2.96% | 4.05% | Q2 2013 | Q2 2017 | 17 |
All Terrain Financial Advisors, LLC | 15 | 2 | 0.06% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 17 |
Cadence Bank | 9 | 8 | 0.02% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 17 |
abrdn Investment Management Ltd | 17 | 17 | 0.08% | 0.33% | 0.68% | Q2 2013 | Q2 2017 | 17 |
MUFG Securities EMEA plc | 9 | 8 | 0.01% | 0.31% | 0.80% | Q3 2017 | Q4 2021 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 0.94% | 1.26% | 1.93% | Q4 2017 | Q1 2022 | 17 |
CreativeOne Wealth, LLC | 16 | 1 | 0.03% | 0.08% | 0.22% | Q2 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
MONECO Advisors, LLC | 14 | 1 | 0.13% | 0.22% | 0.30% | Q1 2019 | Q3 2023 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q2 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.14% | 0.19% | 0.27% | Q2 2013 | Q2 2017 | 17 |
SII INVESTMENTS INC/WI | 17 | 17 | 0.04% | 0.06% | 0.12% | Q4 2013 | Q4 2017 | 17 |
Northside Capital Management, LLC | 17 | 17 | 0.06% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Veracity Capital LLC | 16 | 16 | 0.05% | 0.60% | 1.50% | Q4 2019 | Q3 2023 | 17 |
Ziegler Capital Management, LLC | 15 | 2 | 0.24% | 0.59% | 1.57% | Q2 2013 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.17% | 0.31% | 0.45% | Q2 2013 | Q2 2017 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 17 |
Farmers National Bank | 15 | 2 | 0.08% | 0.19% | 0.23% | Q4 2014 | Q2 2019 | 17 |
Main Street Research LLC | 11 | 2 | 0.02% | 1.48% | 2.47% | Q1 2016 | Q4 2021 | 17 |
INGALLS & SNYDER LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.26% | 0.75% | Q2 2013 | Q2 2021 | 17 |
Gladstone Institutional Advisory LLC | 17 | 17 | 0.05% | 0.16% | 0.33% | Q3 2019 | Q3 2023 | 17 |
Grandview Asset Management LLC | 6 | 1 | 0.17% | 1.55% | 4.96% | Q4 2018 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Dai-ichi Life Insurance Company, Ltd | 17 | 17 | 0.01% | 0.10% | 0.39% | Q4 2016 | Q4 2020 | 17 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 17 |
Windsor Financial Group, LLC | 17 | 17 | 1.70% | 2.25% | 2.82% | Q2 2013 | Q2 2017 | 17 |
Waldron Private Wealth LLC | 14 | 1 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 17 |
Court Place Advisors, LLC | 14 | 3 | 0.07% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 17 |
Valtinson Bruner Financial Planning LLC | 17 | 17 | 0.12% | 0.15% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Semmax Financial Advisors Inc. | 8 | 1 | 0.00% | 0.99% | 3.36% | Q4 2018 | Q3 2023 | 17 |
NORTHSTAR INVESTMENT ADVISORS LLC | 17 | 17 | 0.08% | 0.68% | 1.48% | Q2 2017 | Q2 2021 | 17 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 17 | 17 | 0.17% | 0.99% | 1.46% | Q3 2019 | Q3 2023 | 17 |
Baker Ellis Asset Management LLC | 11 | 6 | 0.04% | 0.09% | 0.17% | Q1 2019 | Q2 2023 | 17 |
CenturyLink Investment Management Co | 17 | 17 | 0.12% | 0.64% | 0.83% | Q1 2016 | Q1 2020 | 17 |
Inlet Private Wealth, LLC | 9 | 8 | 0.06% | 0.22% | 0.41% | Q2 2019 | Q3 2023 | 17 |
PRIO WEALTH LIMITED PARTNERSHIP | 17 | 17 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.11% | 0.21% | 0.34% | Q1 2018 | Q1 2022 | 17 |
SYMPHONY ASSET MANAGEMENT LLC | 15 | 2 | 0.09% | 0.29% | 0.72% | Q2 2013 | Q2 2018 | 17 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 5 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2018 | 17 |
Westover Capital Advisors, LLC | 7 | 1 | 0.08% | 0.38% | 1.04% | Q1 2018 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.01% | 0.06% | 0.11% | Q2 2017 | Q2 2021 | 17 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.04% | 0.32% | 0.46% | Q2 2013 | Q1 2017 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 1.02% | 1.31% | 1.52% | Q4 2019 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 0.16% | 0.23% | 0.30% | Q4 2019 | Q3 2023 | 16 |
LANDAAS & CO /WI /ADV | 6 | 1 | 0.09% | 0.14% | 0.18% | Q3 2017 | Q2 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.22% | 0.39% | 0.56% | Q4 2019 | Q3 2023 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 0.58% | 0.88% | 1.27% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 0.13% | 0.21% | 0.35% | Q1 2020 | Q4 2023 | 16 |
Hirtle Callaghan & Co LLC | 10 | 6 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2017 | 16 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 16 | 16 | 2.95% | 3.84% | 5.05% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.04% | 0.16% | 0.47% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2017 | 16 |
First Fiduciary Investment Counsel, Inc. | 15 | 1 | 0.89% | 1.81% | 2.70% | Q2 2013 | Q3 2023 | 16 |
CIBC BANK USA | 15 | 1 | 0.04% | 0.62% | 0.88% | Q4 2015 | Q4 2019 | 16 |
SMITH SHELLNUT WILSON LLC /ADV | 10 | 6 | 0.14% | 0.38% | 0.71% | Q4 2016 | Q4 2020 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.40% | 0.83% | 1.35% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.09% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Nepsis Inc. | 16 | 16 | 2.25% | 2.80% | 3.58% | Q1 2016 | Q4 2019 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.12% | 0.30% | 0.61% | Q4 2019 | Q3 2023 | 16 |
SNS Financial Group, LLC | 11 | 1 | 0.03% | 0.23% | 0.48% | Q4 2013 | Q3 2023 | 16 |
Detalus Advisors, LLC | 16 | 16 | 0.18% | 0.26% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.23% | 0.54% | 0.84% | Q4 2019 | Q3 2023 | 16 |
TRUEFG, LLC | 16 | 16 | 0.15% | 0.22% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Bristlecone Advisors, LLC | 14 | 1 | 0.04% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 16 |
Meristem Family Wealth, LLC | 16 | 16 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q1 2022 | 16 |
S.E.E.D. Planning Group LLC | 16 | 16 | 1.40% | 1.86% | 2.14% | Q4 2019 | Q3 2023 | 16 |
Capital Square, LLC | 16 | 16 | 0.32% | 0.54% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Magnus Financial Group LLC | 16 | 16 | 0.04% | 0.18% | 0.33% | Q4 2019 | Q3 2023 | 16 |
FULTON BREAKEFIELD BROENNIMAN LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Signet Investment Advisory Group, Inc. | 12 | 1 | 0.13% | 0.61% | 1.05% | Q4 2018 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.24% | 0.30% | 0.35% | Q4 2019 | Q3 2023 | 16 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 16 | 0.00% | 0.35% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.07% | 0.15% | 0.25% | Q4 2018 | Q3 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 16 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.05% | 0.11% | Q3 2015 | Q3 2023 | 16 |
Baker Avenue Asset Management, LP | 5 | 2 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 16 |
PDS Planning, Inc | 14 | 2 | 0.06% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 16 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Icon Wealth Partners, LLC | 9 | 1 | 0.02% | 0.31% | 0.64% | Q4 2017 | Q3 2023 | 16 |
Daiwa SB Investments Ltd. | 16 | 16 | 0.01% | 0.43% | 2.07% | Q2 2015 | Q1 2019 | 16 |
TL Private Wealth | 16 | 16 | 0.47% | 0.65% | 0.99% | Q4 2019 | Q3 2023 | 16 |
Quantinno Capital Management LP | 8 | 3 | 0.13% | 0.28% | 0.47% | Q4 2018 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Wolff Financial Management LLC | 9 | 1 | 0.17% | 0.23% | 0.28% | Q1 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.07% | 0.24% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Mraz, Amerine & Associates, Inc. | 11 | 2 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.01% | 0.62% | 1.18% | Q2 2013 | Q1 2017 | 16 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 1 | 0.01% | 0.10% | 0.40% | Q4 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.06% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
JCIC Asset Management Inc. | 16 | 16 | 0.07% | 1.11% | 1.59% | Q4 2016 | Q3 2020 | 16 |
VESTOR CAPITAL, LLC | 7 | 1 | 0.01% | 0.07% | 0.72% | Q3 2015 | Q2 2023 | 16 |
Cornerstone Advisors, LLC | 16 | 16 | 0.26% | 0.65% | 1.05% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.05% | 0.14% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Core Alternative Capital | 16 | 16 | 1.53% | 1.78% | 2.31% | Q4 2019 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 13 | 1 | 0.03% | 0.70% | 1.32% | Q3 2013 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.01% | 0.20% | 0.43% | Q3 2018 | Q2 2022 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.12% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Marotta Asset Management | 13 | 3 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q4 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.03% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Chronos Wealth Management, LLC | 16 | 16 | 2.55% | 3.63% | 4.58% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.68% | 1.38% | 2.93% | Q4 2019 | Q3 2023 | 16 |
PRIVATE CAPITAL MANAGEMENT LLC | 10 | 1 | 0.09% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 16 |
CHASE INVESTMENT COUNSEL CORP | 10 | 6 | 0.11% | 1.22% | 2.78% | Q1 2019 | Q3 2023 | 16 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.05% | 0.28% | Q3 2013 | Q2 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.11% | 0.42% | 0.81% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.54% | 1.05% | 2.03% | Q4 2019 | Q3 2023 | 16 |
Consolidated Planning Corp | 16 | 16 | 0.08% | 0.14% | 0.25% | Q4 2019 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 0.06% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.35% | 0.68% | 1.07% | Q4 2019 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.16% | 0.40% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.12% | 1.67% | 2.83% | Q4 2019 | Q3 2023 | 16 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 14 | 2 | 0.01% | 1.37% | 1.86% | Q3 2015 | Q3 2023 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.11% | 0.15% | 0.19% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.18% | 0.26% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.06% | 0.21% | 0.36% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Stevens First Principles Investment Advisors | 16 | 16 | 0.00% | 0.02% | 0.18% | Q3 2015 | Q2 2019 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.20% | 0.84% | 1.54% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.56% | 0.77% | 0.92% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.02% | 1.19% | 4.13% | Q4 2019 | Q3 2023 | 16 |
Pinkerton Retirement Specialists, LLC | 15 | 1 | 0.01% | 0.96% | 1.44% | Q2 2016 | Q3 2022 | 16 |
Oak Grove Capital LLC | 16 | 16 | 0.12% | 0.84% | 1.75% | Q4 2019 | Q3 2023 | 16 |
GRIMES & COMPANY, INC. | 16 | 16 | 0.02% | 0.18% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.15% | 0.28% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Palouse Capital Management, Inc. | 10 | 6 | 0.53% | 1.23% | 2.52% | Q2 2013 | Q4 2021 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.06% | 0.15% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Klingman & Associates, LLC | 8 | 1 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.07% | 0.90% | 1.37% | Q4 2019 | Q3 2023 | 16 |
Avitas Wealth Management LLC | 11 | 5 | 0.14% | 0.36% | 0.62% | Q2 2018 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.02% | 0.24% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Asio Capital, LLC | 16 | 16 | 0.81% | 1.18% | 1.93% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.36% | 0.70% | 1.34% | Q4 2019 | Q3 2023 | 16 |
Avidian Wealth Solutions, LLC | 16 | 16 | 0.05% | 0.15% | 0.26% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.01% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Tetrem Capital Management Ltd. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.10% | 0.21% | 0.31% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.32% | 0.49% | 0.64% | Q4 2019 | Q3 2023 | 16 |
FORT PITT CAPITAL GROUP, LLC | 8 | 1 | 0.00% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 16 |
Biltmore Family Office, LLC | 16 | 16 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.16% | 0.41% | 0.72% | Q4 2019 | Q3 2023 | 16 |
CAAS CAPITAL MANAGEMENT LP | 9 | 9 | 0.00% | 0.11% | 0.37% | Q4 2020 | Q4 2022 | 16 |
Cribstone Capital Management, LLC | 7 | 2 | 0.00% | 0.26% | 1.81% | Q4 2016 | Q4 2022 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 15 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2021 | 16 |
Laffer Tengler Investments, Inc. | 14 | 2 | 0.02% | 0.12% | 0.52% | Q2 2016 | Q3 2023 | 16 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 14 | 1 | 0.14% | 0.27% | 0.43% | Q3 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.15% | 0.22% | 0.28% | Q2 2013 | Q4 2016 | 15 |
Elgethun Capital Management | 14 | 1 | 0.04% | 0.08% | 0.10% | Q4 2016 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.56% | 0.89% | 1.28% | Q2 2013 | Q4 2016 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 0.18% | 0.48% | 1.03% | Q1 2020 | Q3 2023 | 15 |
HENNESSY ADVISORS INC | 7 | 4 | 0.06% | 0.21% | 0.37% | Q2 2013 | Q4 2021 | 15 |
THORNBURG INVESTMENT MANAGEMENT INC | 11 | 4 | 0.00% | 0.04% | 0.19% | Q1 2019 | Q4 2022 | 15 |
Intersect Capital LLC | 13 | 2 | 0.01% | 0.34% | 0.65% | Q4 2014 | Q2 2022 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.13% | 0.17% | 0.22% | Q1 2017 | Q3 2020 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.07% | 0.24% | 0.38% | Q1 2017 | Q3 2020 | 15 |
Salient Capital Advisors, LLC | 15 | 15 | 0.02% | 0.15% | 0.23% | Q4 2013 | Q2 2017 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.38% | 0.54% | 0.90% | Q4 2019 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.08% | 0.45% | 1.15% | Q1 2020 | Q3 2023 | 15 |
Andra AP-fonden | 14 | 1 | 0.11% | 0.24% | 0.73% | Q2 2015 | Q1 2019 | 15 |
HOEY INVESTMENTS, INC | 14 | 1 | 0.21% | 0.50% | 1.92% | Q4 2019 | Q3 2023 | 15 |
DFPG INVESTMENTS, LLC | 13 | 2 | 0.15% | 0.51% | 0.96% | Q3 2019 | Q3 2023 | 15 |
Day & Ennis, LLC | 13 | 2 | 0.07% | 0.15% | 0.29% | Q3 2017 | Q2 2021 | 15 |
Wealth Alliance | 15 | 15 | 0.09% | 0.27% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 12 | 3 | 0.10% | 0.60% | 1.21% | Q4 2019 | Q3 2023 | 15 |
SCHARF INVESTMENTS, LLC | 13 | 2 | 2.44% | 4.04% | 5.22% | Q2 2013 | Q3 2023 | 15 |
Sculati Wealth Management, LLC | 15 | 15 | 0.17% | 0.61% | 1.01% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.08% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 15 |
NorthCoast Asset Management LLC | 9 | 1 | 0.03% | 0.96% | 3.67% | Q2 2013 | Q3 2021 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.06% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 7 | 0.04% | 0.17% | 0.30% | Q2 2019 | Q3 2023 | 15 |
MOORE CAPITAL MANAGEMENT, LP | 6 | 1 | 0.01% | 0.20% | 0.94% | Q1 2014 | Q1 2023 | 15 |
Windsor Capital Management, LLC | 12 | 3 | 0.01% | 0.22% | 0.32% | Q2 2013 | Q1 2022 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.10% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 15 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 15 |
ATLAS CAPITAL ADVISORS LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 15 |
Private Portfolio Partners LLC | 13 | 2 | 0.12% | 0.22% | 0.47% | Q4 2018 | Q3 2022 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.12% | 0.23% | 0.39% | Q4 2019 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Marketfield Asset Management LLC | 15 | 15 | 0.61% | 2.00% | 3.74% | Q4 2014 | Q2 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.04% | 0.16% | 0.31% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.26% | 0.30% | 0.36% | Q2 2013 | Q4 2016 | 15 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 15 |
Corbenic Partners LLC | 12 | 1 | 0.00% | 0.05% | 0.09% | Q1 2015 | Q2 2022 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Antonetti Capital Management LLC | 9 | 1 | 0.12% | 0.22% | 0.42% | Q2 2010 | Q3 2023 | 15 |
Wealth Enhancement & Preservation of GA, LLC | 15 | 15 | 0.53% | 0.82% | 1.14% | Q4 2019 | Q2 2023 | 15 |
COZAD ASSET MANAGEMENT INC | 15 | 15 | 0.03% | 0.13% | 0.39% | Q1 2020 | Q3 2023 | 15 |
SADOFF INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2020 | 15 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.07% | 0.53% | 1.33% | Q1 2015 | Q1 2023 | 15 |
Foundations Investment Advisors, LLC | 15 | 15 | 0.03% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Quad-Cities Investment Group, LLC | 7 | 1 | 0.12% | 0.21% | 0.35% | Q2 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.08% | 0.36% | Q4 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.24% | 0.28% | 0.36% | Q3 2011 | Q3 2015 | 15 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.12% | 0.53% | Q2 2013 | Q1 2022 | 15 |
Fulcrum Equity Management | 8 | 3 | 0.08% | 0.18% | 0.40% | Q4 2018 | Q3 2023 | 15 |
Rice Partnership, LLC | 15 | 15 | 0.33% | 0.47% | 0.82% | Q1 2020 | Q3 2023 | 15 |
TIEMANN INVESTMENT ADVISORS, LLC | 10 | 5 | 0.13% | 0.18% | 0.24% | Q3 2017 | Q2 2022 | 15 |
Ifrah Financial Services, Inc. | 11 | 2 | 0.06% | 0.34% | 0.48% | Q4 2013 | Q1 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.42% | 0.64% | 0.86% | Q4 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.06% | 0.11% | 0.38% | Q4 2019 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.73% | 0.91% | 1.10% | Q4 2019 | Q3 2023 | 15 |
Strategic Global Advisors, LLC | 13 | 2 | 0.05% | 0.52% | 1.00% | Q3 2018 | Q3 2022 | 15 |
Dorsey Wright & Associates | 13 | 2 | 0.06% | 0.21% | 0.38% | Q4 2013 | Q2 2020 | 15 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.28% | 1.11% | Q3 2014 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.08% | 0.15% | 0.24% | Q1 2020 | Q3 2023 | 15 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 3 | 0.00% | 0.95% | 2.09% | Q4 2015 | Q2 2023 | 15 |
New England Private Wealth Advisors LLC | 15 | 15 | 0.11% | 0.14% | 0.17% | Q1 2016 | Q3 2019 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Wagner Wealth Management, LLC | 11 | 4 | 0.01% | 0.39% | 0.71% | Q4 2017 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
QVR LLC | 3 | 3 | 0.00% | 0.06% | 0.16% | Q1 2021 | Q3 2022 | 15 |
Baldwin Investment Management, LLC | 13 | 2 | 0.06% | 0.11% | 0.16% | Q3 2019 | Q3 2023 | 15 |
Sage Capital Advisors,llc | 15 | 15 | 0.09% | 0.83% | 2.01% | Q1 2020 | Q3 2023 | 15 |
INSIGHT 2811, INC. | 12 | 3 | 0.20% | 0.28% | 0.38% | Q4 2015 | Q3 2023 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.49% | 0.61% | 0.76% | Q1 2017 | Q3 2020 | 15 |
GARDNER LEWIS ASSET MANAGEMENT L P | 10 | 1 | 0.15% | 0.65% | 1.66% | Q4 2016 | Q2 2023 | 15 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 8 | 7 | 0.22% | 0.55% | 1.28% | Q3 2014 | Q4 2022 | 15 |
Allen Investment Management, LLC | 12 | 3 | 0.01% | 0.93% | 1.98% | Q2 2014 | Q1 2021 | 15 |
Marshall Wace North America L.P. | 7 | 1 | 0.01% | 0.22% | 0.56% | Q2 2013 | Q3 2021 | 15 |
DOLIVER ADVISORS, LP | 14 | 1 | 0.08% | 0.24% | 0.43% | Q4 2018 | Q3 2022 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 14 | 1 | 0.04% | 0.11% | 0.40% | Q4 2019 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
GQG Partners LLC | 9 | 6 | 0.00% | 1.10% | 2.16% | Q2 2019 | Q2 2023 | 15 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 15 | 0.13% | 0.90% | 1.32% | Q2 2016 | Q4 2019 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.05% | 0.06% | 0.09% | Q1 2017 | Q3 2020 | 15 |
Ledyard National Bank | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 15 |
Tidal Investments LLC | 12 | 3 | 0.03% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 15 |
BOYS ARNOLD & CO INC | 15 | 15 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q1 2020 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.09% | 0.24% | 0.34% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.12% | 0.18% | 0.23% | Q2 2016 | Q4 2019 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.16% | 0.25% | 0.34% | Q2 2013 | Q4 2016 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 14 | 1 | 0.00% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.13% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.27% | 0.47% | Q2 2013 | Q4 2016 | 15 |
Hikari Power Ltd | 15 | 15 | 0.21% | 0.29% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Wellesley Investment Partners, LLC | 15 | 15 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q3 2020 | 15 |
Mn Services Vermogensbeheer B.V. | 15 | 15 | 0.15% | 0.31% | 0.49% | Q1 2016 | Q3 2019 | 15 |
CSS LLC/IL | 5 | 4 | 0.01% | 0.05% | 0.16% | Q3 2016 | Q1 2022 | 15 |
Canal Capital Management, LLC | 15 | 15 | 0.77% | 1.08% | 1.40% | Q1 2020 | Q3 2023 | 15 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2019 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Kovitz Investment Group Partners, LLC | 15 | 15 | 0.13% | 0.72% | 1.31% | Q1 2020 | Q3 2023 | 15 |
MARATHON CAPITAL MANAGEMENT | 9 | 6 | 0.06% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 15 |
LOWE BROCKENBROUGH & CO INC | 15 | 15 | 0.34% | 0.44% | 0.52% | Q1 2020 | Q3 2023 | 15 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 3 | 0.30% | 1.58% | 3.37% | Q2 2013 | Q3 2021 | 15 |
Family Capital Trust Co | 15 | 15 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Prostatis Group LLC | 15 | 15 | 0.15% | 0.28% | 0.54% | Q4 2019 | Q2 2023 | 15 |
MATTERN CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.57% | 1.12% | 1.38% | Q1 2020 | Q3 2023 | 15 |
Dakota Wealth Management | 15 | 15 | 0.04% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.13% | 0.19% | 0.24% | Q2 2013 | Q4 2016 | 15 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 15 | 15 | 0.01% | 0.14% | 0.93% | Q2 2015 | Q4 2018 | 15 |
Field & Main Bank | 10 | 4 | 0.01% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 14 |
SpiderRock Advisors, LLC | 10 | 2 | 0.00% | 0.07% | 0.26% | Q2 2017 | Q3 2023 | 14 |
Laidlaw Wealth Management LLC | 10 | 1 | 0.10% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 14 |
BlueSky Wealth Advisors, LLC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Kalos Management, Inc. | 9 | 1 | 0.07% | 0.18% | 0.75% | Q4 2015 | Q1 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.08% | 0.23% | 0.52% | Q2 2013 | Q3 2016 | 14 |
CEDAR CAPITAL, LLC | 14 | 14 | 0.09% | 0.35% | 0.62% | Q2 2017 | Q3 2020 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
MATHER GROUP, LLC. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AFFINITY INVESTMENT ADVISORS, LLC | 8 | 6 | 0.02% | 0.93% | 1.51% | Q2 2015 | Q4 2020 | 14 |
Crescent Grove Advisors, LLC | 14 | 14 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.03% | 0.14% | 0.29% | Q1 2014 | Q2 2017 | 14 |
River Road Asset Management, LLC | 11 | 3 | 0.04% | 0.27% | 1.00% | Q2 2013 | Q3 2023 | 14 |
Visionary Wealth Advisors | 11 | 1 | 0.03% | 0.34% | 0.69% | Q4 2019 | Q3 2023 | 14 |
Cypress Wealth Services, LLC | 12 | 2 | 0.05% | 0.11% | 0.22% | Q3 2019 | Q3 2023 | 14 |
Ally Financial Inc. | 8 | 2 | 0.12% | 0.52% | 1.37% | Q4 2016 | Q4 2021 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 3 | 0.00% | 0.20% | 0.68% | Q2 2020 | Q4 2023 | 14 |
Magnetar Financial LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 14 |
Stokes Family Office, LLC | 14 | 14 | 0.05% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Stone Ridge Asset Management LLC | 11 | 3 | 0.06% | 0.44% | 2.91% | Q4 2014 | Q2 2020 | 14 |
Disciplined Investments, LLC | 10 | 4 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 14 |
SECURITY NATIONAL BANK OF SO DAK | 13 | 1 | 0.62% | 1.80% | 2.24% | Q2 2013 | Q2 2021 | 14 |
Krane Funds Advisors LLC | 9 | 5 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.39% | 0.65% | 0.96% | Q2 2013 | Q3 2016 | 14 |
Gerstein Fisher | 14 | 14 | 0.20% | 0.95% | 1.84% | Q2 2013 | Q3 2016 | 14 |
Tweedy, Browne Co LLC | 14 | 14 | 0.57% | 0.75% | 0.96% | Q2 2013 | Q3 2016 | 14 |
FIRST QUADRANT LLC/CA | 10 | 1 | 0.00% | 0.40% | 0.79% | Q2 2013 | Q4 2020 | 14 |
First Pacific Advisors, LP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 14 |
COMERICA SECURITIES,INC. | 8 | 2 | 0.01% | 0.13% | 0.31% | Q1 2019 | Q3 2023 | 14 |
Legacy Financial Advisors, Inc. | 8 | 6 | 0.00% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 14 |
STRATEGIC CAPITAL ADVISERS, INC. | 14 | 14 | 1.49% | 1.93% | 2.48% | Q2 2018 | Q3 2021 | 14 |
Lyons Wealth Management, LLC. | 9 | 5 | 0.21% | 1.25% | 2.06% | Q2 2014 | Q4 2018 | 14 |
Stolper Co | 14 | 14 | 0.58% | 0.77% | 0.98% | Q1 2020 | Q2 2023 | 14 |
Graypoint LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 7 | 2 | 0.08% | 0.32% | 0.52% | Q2 2015 | Q4 2020 | 14 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.01% | 0.08% | 0.25% | Q2 2019 | Q3 2023 | 14 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 12 | 2 | 0.00% | 0.25% | 1.18% | Q3 2014 | Q1 2018 | 14 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 14 | 14 | 0.00% | 0.08% | 0.17% | Q3 2017 | Q4 2020 | 14 |
Foundry Partners, LLC | 11 | 1 | 0.01% | 0.18% | 0.97% | Q3 2015 | Q3 2020 | 14 |
1st Global Advisors, Inc. | 14 | 14 | 0.03% | 0.14% | 0.23% | Q1 2014 | Q2 2017 | 14 |
Cunning Capital Partners, LP | 7 | 7 | 0.77% | 2.46% | 5.14% | Q1 2020 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.26% | 0.50% | Q2 2013 | Q3 2016 | 14 |
Arlington Partners LLC | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.14% | 0.22% | 0.45% | Q4 2019 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.34% | 0.50% | 0.66% | Q4 2018 | Q1 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.21% | 0.34% | 0.49% | Q2 2020 | Q3 2023 | 14 |
SlateStone Wealth, LLC | 7 | 7 | 0.05% | 0.24% | 0.51% | Q3 2019 | Q3 2023 | 14 |
Teza Capital Management LLC | 4 | 1 | 0.04% | 0.31% | 1.20% | Q1 2017 | Q3 2023 | 14 |
Shamrock Asset Management LLC | 14 | 14 | 0.09% | 0.15% | 0.24% | Q2 2016 | Q3 2019 | 14 |
Dana Investment Advisors, Inc. | 8 | 6 | 0.04% | 0.31% | 0.93% | Q1 2019 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.02% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Fairhaven Wealth Management, LLC | 12 | 2 | 0.09% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 14 |
Shulman DeMeo Asset Management LLC | 9 | 2 | 0.09% | 0.24% | 0.55% | Q2 2019 | Q3 2023 | 14 |
Robertson Stephens Wealth Management, LLC | 14 | 14 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
WealthBridge Capital Management, LLC | 6 | 2 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q2 2023 | 14 |
Advisor OS, LLC | 14 | 14 | 0.05% | 0.22% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Ruane, Cunniff & Goldfarb | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
HALL CAPITAL MANAGEMENT CO INC | 10 | 4 | 1.24% | 1.77% | 2.13% | Q1 2020 | Q3 2023 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.13% | 0.40% | 0.62% | Q2 2013 | Q3 2016 | 14 |
WILLIAMS JONES & ASSOCIATES LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q2 2019 | 14 |
Trek Financial, LLC | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 1 | 0.01% | 0.77% | 1.23% | Q2 2013 | Q4 2019 | 14 |
IFC Holdings Incorporated/FL | 14 | 14 | 0.04% | 0.11% | 0.26% | Q3 2014 | Q4 2017 | 14 |
ANALYTIC INVESTORS, LLC | 14 | 14 | 0.52% | 1.14% | 1.64% | Q2 2013 | Q3 2016 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.25% | 0.34% | 0.39% | Q2 2015 | Q3 2018 | 14 |
Teamwork Financial Advisors, LLC | 10 | 4 | 0.08% | 0.17% | 0.61% | Q1 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.06% | 0.16% | 0.29% | Q4 2013 | Q1 2017 | 14 |
Stack Financial Management, Inc | 14 | 14 | 0.95% | 1.75% | 2.74% | Q2 2020 | Q3 2023 | 14 |
THOMPSON DAVIS & CO., INC. | 13 | 1 | 0.01% | 0.04% | 0.12% | Q3 2014 | Q3 2018 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.62% | 1.08% | 2.12% | Q4 2018 | Q1 2022 | 14 |
Rock Creek Group, LP | 14 | 14 | 0.02% | 0.07% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
McAdam, LLC | 6 | 3 | 0.02% | 0.10% | 0.22% | Q2 2017 | Q3 2023 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 13 | 1 | 0.20% | 0.34% | 0.46% | Q4 2019 | Q3 2023 | 14 |
Ironwood Financial, llc | 14 | 14 | 0.00% | 0.14% | 0.21% | Q2 2020 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.22% | 0.30% | 0.35% | Q2 2013 | Q3 2016 | 14 |
PSI Advisors, LLC | 9 | 5 | 0.09% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 14 |
Richard Bernstein Advisors LLC | 8 | 6 | 0.02% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 14 |
ALTA CAPITAL MANAGEMENT LLC/ | 14 | 14 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
SANDLER CAPITAL MANAGEMENT | 6 | 1 | 0.24% | 0.56% | 1.36% | Q3 2014 | Q3 2020 | 14 |
CAPE COD FIVE CENTS SAVINGS BANK | 5 | 1 | 0.03% | 0.09% | 0.43% | Q4 2014 | Q3 2023 | 14 |
First Eagle Investment Management, LLC | 14 | 14 | 0.36% | 1.12% | 1.78% | Q2 2013 | Q3 2016 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.07% | 0.15% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Mizuho Securities Co. Ltd. | 9 | 2 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2022 | 13 |
Clean Yield Group | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 13 |
WESPAC Advisors, LLC | 10 | 1 | 0.45% | 2.05% | 2.90% | Q1 2015 | Q3 2020 | 13 |
ArrowMark Colorado Holdings LLC | 8 | 5 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2016 | 13 |
Neuberger Berman Canada ULC | 12 | 1 | 0.04% | 0.56% | 1.91% | Q1 2014 | Q3 2017 | 13 |
Stillwater Capital Advisors, LLC | 13 | 13 | 0.96% | 2.06% | 2.65% | Q2 2018 | Q2 2021 | 13 |
Morningstar Investment Services LLC | 12 | 1 | 0.01% | 0.72% | 1.30% | Q4 2018 | Q3 2023 | 13 |
Cornerstone Capital, Inc. | 13 | 13 | 0.03% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
FRIESS ASSOCIATES LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
DekaBank Deutsche Girozentrale | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.03% | 0.06% | 0.17% | Q2 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q2 2016 | 13 |
HRS Investment Holdings, LLC | 13 | 13 | 1.46% | 2.17% | 3.14% | Q4 2015 | Q4 2018 | 13 |
Focused Investors LLC | 13 | 13 | 2.33% | 3.40% | 4.05% | Q3 2020 | Q3 2023 | 13 |
Capital Wealth Planning, LLC | 6 | 3 | 0.02% | 1.91% | 3.95% | Q2 2019 | Q3 2023 | 13 |
Miller Investment Management, LP | 13 | 13 | 0.17% | 0.20% | 0.24% | Q2 2013 | Q2 2016 | 13 |
Callahan Advisors, LLC | 13 | 13 | 0.12% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Bedell Frazier Investment Counselling, LLC | 13 | 13 | 1.35% | 3.09% | 4.05% | Q3 2020 | Q3 2023 | 13 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q2 2023 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.29% | 0.36% | 0.43% | Q1 2018 | Q1 2021 | 13 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.08% | 0.15% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Kiltearn Partners LLP | 11 | 2 | 0.68% | 2.19% | 4.94% | Q4 2013 | Q3 2023 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.01% | 0.13% | 0.32% | Q1 2014 | Q1 2017 | 13 |
Empowered Funds, LLC | 13 | 13 | 0.04% | 0.25% | 0.88% | Q3 2020 | Q3 2023 | 13 |
AHL Partners LLP | 9 | 4 | 0.01% | 0.07% | 0.25% | Q3 2014 | Q4 2017 | 13 |
CG Asset Management LLC | 13 | 13 | 0.94% | 1.94% | 2.90% | Q4 2013 | Q4 2016 | 13 |
Independence Trust CO | 13 | 13 | 0.21% | 0.58% | 1.24% | Q4 2014 | Q4 2017 | 13 |
Emerald Advisors, LLC | 12 | 1 | 0.09% | 0.18% | 0.56% | Q4 2019 | Q3 2023 | 13 |
FCF Advisors LLC | 7 | 1 | 0.70% | 0.97% | 1.25% | Q4 2014 | Q3 2023 | 13 |
COUNTRY TRUST BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 13 |
FCA CORP /TX | 13 | 13 | 0.48% | 0.66% | 0.87% | Q3 2020 | Q3 2023 | 13 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.46% | 0.57% | 0.74% | Q3 2020 | Q3 2023 | 13 |
Trinity Legacy Partners, LLC | 9 | 4 | 0.09% | 0.93% | 2.04% | Q4 2018 | Q2 2022 | 13 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 1 | 0.02% | 0.11% | 0.30% | Q1 2018 | Q3 2023 | 13 |
Cavalier Investments, LLC | 7 | 6 | 0.23% | 0.33% | 0.52% | Q4 2015 | Q4 2022 | 13 |
ASSET MANAGEMENT CORP /IL/ /ADV | 13 | 13 | 0.15% | 0.22% | 0.39% | Q4 2019 | Q4 2022 | 13 |
Gilbert & Cook, Inc. | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.14% | 0.21% | 0.27% | Q2 2013 | Q2 2016 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q2 2016 | 13 |
CAPE ANN SAVINGS BANK | 12 | 1 | 0.17% | 0.25% | 0.30% | Q2 2020 | Q3 2023 | 13 |
CAMDEN NATIONAL BANK | 9 | 4 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 13 |
SANDERS MORRIS HARRIS LLC | 13 | 13 | 0.09% | 0.16% | 0.35% | Q3 2020 | Q3 2023 | 13 |
Pacific Center for Financial Services | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 13 |
QUEST INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.39% | 0.93% | 1.96% | Q3 2017 | Q3 2020 | 13 |
Global Financial Private Capital, Inc | 12 | 1 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q2 2020 | 13 |
Avenir Corp | 13 | 13 | 3.09% | 4.05% | 5.14% | Q3 2020 | Q3 2023 | 13 |
BFSG, LLC | 9 | 1 | 0.10% | 0.25% | 0.41% | Q3 2019 | Q3 2023 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.04% | 0.17% | 0.24% | Q4 2017 | Q4 2020 | 13 |
Cordatus Wealth Management LLC | 8 | 1 | 0.33% | 0.94% | 2.00% | Q2 2019 | Q2 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.14% | 0.21% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Affiance Financial, LLC | 13 | 13 | 0.12% | 0.19% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Claraphi Advisory Network, LLC | 11 | 2 | 0.07% | 0.20% | 0.54% | Q1 2019 | Q2 2022 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 5 | 0.13% | 0.18% | 0.34% | Q1 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 2.96% | 3.82% | 4.49% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.04% | 0.16% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Prudent Man Advisors, LLC | 13 | 13 | 0.22% | 0.30% | 0.58% | Q2 2020 | Q2 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.07% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Richard P Slaughter Associates Inc | 13 | 13 | 0.40% | 0.95% | 1.49% | Q4 2019 | Q4 2022 | 13 |
Keeler Thomas Management LLC | 12 | 1 | 0.04% | 0.28% | 0.95% | Q4 2017 | Q4 2022 | 13 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 13 |
Souders Financial Advisors | 8 | 5 | 0.06% | 0.17% | 0.31% | Q2 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.17% | 0.24% | 0.45% | Q3 2020 | Q3 2023 | 13 |
Signature Wealth Management Group | 9 | 4 | 0.04% | 1.06% | 1.92% | Q4 2017 | Q2 2023 | 13 |
Avondale Wealth Management | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 13 |
Procyon Advisors, LLC | 10 | 3 | 0.04% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 13 |
Trust Co of Kansas | 13 | 13 | 1.62% | 4.30% | 5.68% | Q3 2020 | Q3 2023 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Crumly & Associates Inc. | 13 | 13 | 0.22% | 0.27% | 0.36% | Q4 2019 | Q4 2022 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.07% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 13 |
BROOKTREE CAPITAL MANAGEMENT | 13 | 13 | 0.17% | 0.74% | 1.63% | Q4 2019 | Q4 2022 | 13 |
ERTS Wealth Advisors, LLC | 11 | 2 | 0.01% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 13 |
Continuum Advisory, LLC | 10 | 3 | 0.10% | 0.23% | 0.42% | Q2 2017 | Q3 2023 | 13 |
Core Wealth Advisors, Inc. | 9 | 2 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
CCG WEALTH MANAGEMENT, LLC | 13 | 13 | 0.12% | 0.20% | 0.27% | Q4 2019 | Q4 2022 | 13 |
Xcel Wealth Management, LLC | 13 | 13 | 0.13% | 0.31% | 0.82% | Q2 2020 | Q2 2023 | 13 |
R. W. Roge & Company, Inc. | 11 | 2 | 0.12% | 0.16% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.10% | 0.28% | Q1 2020 | Q3 2023 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.03% | 0.08% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Sarasin & Partners LLP | 13 | 13 | 0.05% | 1.33% | 2.62% | Q4 2014 | Q4 2017 | 13 |
Autus Asset Management, LLC | 11 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q4 2022 | 13 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Wela Strategies, Inc. | 12 | 12 | 0.20% | 0.32% | 0.48% | Q1 2021 | Q4 2023 | 12 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 12 | 12 | 0.03% | 0.17% | 0.43% | Q2 2018 | Q1 2021 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.31% | 0.48% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Lehman & Derafelo Financial Resources LLC | 12 | 12 | 0.07% | 0.09% | 0.10% | Q2 2019 | Q1 2022 | 12 |
Executive Wealth Management, LLC | 12 | 12 | 0.02% | 0.57% | 0.75% | Q4 2018 | Q3 2021 | 12 |
Renasant Bank | 12 | 12 | 0.31% | 0.50% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Total Clarity Wealth Management, Inc. | 11 | 1 | 0.10% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.26% | 0.42% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 0.27% | 0.41% | 0.55% | Q4 2020 | Q3 2023 | 12 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 3 | 0.14% | 0.29% | 0.68% | Q4 2018 | Q3 2023 | 12 |
Unison Asset Management LLC | 12 | 12 | 1.60% | 2.94% | 3.89% | Q4 2020 | Q3 2023 | 12 |
Mechanics Bank Trust Department | 5 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2021 | 12 |
Human Investing LLC | 10 | 2 | 0.04% | 0.33% | 0.57% | Q4 2018 | Q2 2022 | 12 |
Advisors Preferred, LLC | 4 | 1 | 0.01% | 0.10% | 0.26% | Q4 2013 | Q3 2023 | 12 |
Inspire Advisors, LLC | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
DAGCO, INC. | 12 | 12 | 0.10% | 0.26% | 0.34% | Q4 2018 | Q3 2021 | 12 |
BEACON TRUST CO | 12 | 12 | 0.03% | 0.07% | 0.10% | Q2 2014 | Q1 2017 | 12 |
Westend Capital Management, LLC | 10 | 1 | 0.11% | 0.36% | 0.48% | Q2 2013 | Q1 2016 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.22% | 0.26% | 0.30% | Q2 2013 | Q1 2016 | 12 |
Redwood Investment Management, LLC | 12 | 12 | 0.11% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Lokken Investment Group LLC | 8 | 1 | 0.26% | 0.37% | 0.48% | Q1 2012 | Q3 2023 | 12 |
NCM CAPITAL MANAGEMENT GROUP INC | 12 | 12 | 0.01% | 0.60% | 1.13% | Q4 2013 | Q3 2016 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.93% | 1.24% | 1.61% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.06% | 0.12% | 0.26% | Q4 2016 | Q3 2019 | 12 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q4 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q1 2016 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q1 2016 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.00% | 0.31% | 0.49% | Q4 2020 | Q3 2023 | 12 |
TOWNSQUARE CAPITAL LLC | 12 | 12 | 0.03% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.30% | 0.41% | 0.60% | Q4 2020 | Q3 2023 | 12 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 6 | 1 | 0.04% | 0.09% | 0.18% | Q2 2019 | Q2 2023 | 12 |
Old West Investment Management, LLC | 12 | 12 | 0.07% | 5.53% | 9.32% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.08% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Select Asset Management & Trust | 12 | 12 | 0.20% | 0.31% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.62% | 0.89% | 1.21% | Q4 2018 | Q3 2021 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.33% | 0.54% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.75% | 0.97% | 1.37% | Q4 2020 | Q3 2023 | 12 |
Faithward Advisors, LLC | 11 | 1 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.85% | 1.08% | 1.31% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.05% | 0.10% | 0.23% | Q4 2016 | Q3 2019 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.09% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.21% | 0.25% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.10% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Baltimore-Washington Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 12 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 12 | 12 | 1.99% | 2.28% | 2.62% | Q2 2016 | Q1 2019 | 12 |
ELEMENT POINTE ADVISORS, LLC | 12 | 12 | 0.09% | 0.16% | 0.49% | Q4 2018 | Q3 2021 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.30% | 0.52% | 0.76% | Q2 2020 | Q1 2023 | 12 |
Assured Investment Management LLC | 10 | 2 | 0.00% | 0.13% | 0.37% | Q1 2015 | Q1 2019 | 12 |
AJO, LP | 9 | 1 | 0.01% | 0.40% | 0.79% | Q2 2013 | Q2 2020 | 12 |
BNP Paribas Asset Management Holding S.A. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 0.32% | 0.40% | 0.50% | Q4 2020 | Q3 2023 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.08% | 0.17% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.04% | 0.08% | 0.17% | Q4 2016 | Q3 2019 | 12 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.06% | 0.21% | 0.44% | Q1 2014 | Q2 2021 | 12 |
Covenant Multifamily Offices, LLC | 7 | 1 | 0.01% | 1.05% | 2.23% | Q1 2017 | Q3 2021 | 12 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.49% | 1.47% | Q4 2022 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2022 | 12 |
Cubic Asset Management, LLC | 7 | 5 | 0.33% | 0.89% | 1.82% | Q4 2018 | Q1 2022 | 12 |
Concord Wealth Partners | 12 | 12 | 0.04% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 12 |
HBC Financial Services, PLLC | 11 | 1 | 0.00% | 0.11% | 0.31% | Q4 2019 | Q3 2023 | 12 |
Tamar Securities, LLC | 11 | 1 | 1.54% | 2.48% | 3.60% | Q2 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.18% | 0.30% | 0.63% | Q3 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 0.46% | 0.93% | 1.52% | Q4 2020 | Q3 2023 | 12 |
Castellan Group | 12 | 12 | 0.72% | 1.30% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.34% | 0.71% | 1.52% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 8 | 1 | 0.24% | 1.72% | 5.48% | Q1 2019 | Q4 2021 | 12 |
Monument Capital Management | 7 | 1 | 0.07% | 0.77% | 1.59% | Q4 2017 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 5 | 3 | 0.01% | 0.09% | 0.26% | Q3 2019 | Q1 2023 | 12 |
Beaumont Asset Management, L.L.C. | 12 | 12 | 0.39% | 0.77% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Old Port Advisors | 11 | 1 | 0.10% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 12 |
Navalign, LLC | 11 | 11 | 0.01% | 0.15% | 0.25% | Q1 2021 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.56% | 0.83% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.12% | 0.23% | 0.30% | Q2 2013 | Q1 2016 | 12 |
Redhawk Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.19% | 0.39% | Q2 2019 | Q3 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.86% | 1.38% | 1.79% | Q2 2013 | Q1 2016 | 12 |
WAYCROSS PARTNERS, LLC | 12 | 12 | 0.13% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 12 |
SG3 Management, LLC | 3 | 2 | 0.04% | 0.94% | 4.92% | Q2 2018 | Q2 2022 | 12 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 5 | 0.01% | 0.34% | 0.84% | Q3 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.15% | 0.29% | 0.45% | Q4 2018 | Q3 2021 | 12 |
AT Bancorp | 10 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2019 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
LITTLE HOUSE CAPITAL LLC | 7 | 1 | 0.09% | 0.53% | 1.12% | Q1 2019 | Q2 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Aveo Capital Partners, LLC | 6 | 1 | 0.03% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Sather Financial Group Inc | 11 | 1 | 0.02% | 2.36% | 3.98% | Q4 2019 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 1.04% | 1.48% | 2.11% | Q4 2020 | Q3 2023 | 12 |
MARVIN & PALMER ASSOCIATES INC | 12 | 12 | 0.87% | 1.37% | 1.91% | Q3 2013 | Q2 2016 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.09% | 0.16% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.38% | 0.50% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.32% | 0.93% | 1.30% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Crow Point Partners, LLC | 6 | 3 | 0.02% | 0.06% | 0.15% | Q1 2014 | Q1 2018 | 12 |
Drexel Morgan & Co. | 7 | 5 | 0.06% | 0.21% | 0.39% | Q1 2015 | Q4 2020 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.02% | 0.11% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.16% | 0.21% | 0.24% | Q2 2013 | Q1 2016 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.13% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
TCG Advisory Services, LLC | 12 | 12 | 0.07% | 0.22% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.15% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Bragg Financial Advisors, Inc | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.04% | 0.27% | 0.57% | Q4 2014 | Q4 2019 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 0.00% | 0.13% | 0.31% | Q4 2017 | Q3 2020 | 12 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.19% | 0.89% | Q3 2015 | Q4 2022 | 12 |
Diversified, LLC | 12 | 12 | 0.33% | 0.65% | 1.21% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.16% | 0.78% | Q2 2018 | Q1 2021 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.07% | 0.83% | 1.40% | Q4 2020 | Q3 2023 | 12 |
Sawyer & Company, Inc | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q3 2020 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.23% | 0.31% | 0.43% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 3 | 0.02% | 0.04% | 0.13% | Q4 2017 | Q2 2021 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.30% | 0.48% | 0.79% | Q4 2020 | Q3 2023 | 12 |
Wealth Quarterback LLC | 6 | 1 | 0.13% | 0.22% | 0.68% | Q1 1987 | Q3 2023 | 12 |
FIL Ltd | 7 | 1 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q4 2021 | 12 |
TRUE Private Wealth Advisors | 12 | 12 | 0.03% | 0.08% | 0.10% | Q2 2018 | Q1 2021 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.13% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Soltis Investment Advisors LLC | 12 | 12 | 0.04% | 0.40% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Solstein Capital, LLC | 11 | 1 | 0.02% | 0.08% | 0.39% | Q4 2019 | Q3 2023 | 12 |
Demars Financial Group, LLC | 12 | 12 | 0.15% | 1.28% | 2.78% | Q4 2020 | Q3 2023 | 12 |
IAG Wealth Partners, LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.22% | 0.51% | 0.74% | Q1 2019 | Q1 2022 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.17% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Fort Sheridan Advisors LLC | 11 | 1 | 0.12% | 0.36% | 0.56% | Q3 2019 | Q3 2023 | 12 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.14% | 0.68% | Q4 2018 | Q1 2022 | 12 |
Visionary Asset Management, Inc. | 8 | 1 | 0.06% | 0.59% | 1.88% | Q3 2013 | Q4 2018 | 12 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 1 | 0.00% | 0.07% | 0.15% | Q4 2014 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.23% | 0.29% | 0.37% | Q4 2020 | Q3 2023 | 12 |
WHITENER CAPITAL MANAGEMENT, INC. | 6 | 2 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.20% | 0.32% | 0.50% | Q4 2014 | Q3 2017 | 12 |
Touchstone Capital, Inc. | 12 | 12 | 0.18% | 0.25% | 0.35% | Q4 2020 | Q3 2023 | 12 |
MARIETTA INVESTMENT PARTNERS LLC | 12 | 12 | 0.17% | 0.59% | 1.57% | Q3 2015 | Q2 2018 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.10% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 4 | 1 | 0.04% | 0.97% | 2.76% | Q2 2021 | Q1 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.07% | 0.61% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Annex Advisory Services, LLC | 10 | 2 | 0.01% | 0.16% | 0.25% | Q1 2015 | Q1 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.18% | 1.07% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Holloway Wealth Management, LLC | 11 | 1 | 0.00% | 2.23% | 3.08% | Q1 2018 | Q1 2022 | 12 |
AllGen Financial Advisors, Inc. | 12 | 12 | 0.15% | 0.24% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q2 2021 | 11 |
Fort Point Capital Partners LLC | 9 | 2 | 0.05% | 0.09% | 0.19% | Q4 2015 | Q3 2023 | 11 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 11 | 11 | 0.17% | 0.51% | 0.66% | Q1 2021 | Q3 2023 | 11 |
Visium Asset Management, LP | 8 | 3 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q2 2016 | 11 |
Platform Technology Partners | 8 | 1 | 0.09% | 0.33% | 0.65% | Q2 2020 | Q3 2023 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2015 | 11 |
TRUEWEALTH LLC | 11 | 11 | 2.41% | 2.94% | 3.43% | Q4 2017 | Q2 2020 | 11 |
STANSBERRY ASSET MANAGEMENT, LLC | 10 | 1 | 0.78% | 3.40% | 5.09% | Q4 2017 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.87% | 1.27% | 1.67% | Q4 2020 | Q2 2023 | 11 |
LEUTHOLD GROUP, LLC | 11 | 11 | 0.51% | 0.65% | 0.81% | Q3 2013 | Q1 2016 | 11 |
MEMBERS CAPITAL ADVISORS INC | 11 | 11 | 0.91% | 1.49% | 2.35% | Q1 2021 | Q3 2023 | 11 |
Brightworth | 8 | 3 | 0.04% | 0.21% | 0.45% | Q3 2017 | Q3 2022 | 11 |
Campion Asset Management | 11 | 11 | 4.18% | 5.66% | 7.25% | Q1 2021 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.24% | 0.34% | 0.54% | Q1 2021 | Q3 2023 | 11 |
YACKTMAN ASSET MANAGEMENT LP | 11 | 11 | 1.14% | 1.41% | 1.62% | Q1 2021 | Q3 2023 | 11 |
Southland Equity Partners LLC | 11 | 11 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Latitude Advisors, LLC | 11 | 11 | 0.17% | 0.30% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Cedar Mountain Advisors, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 11 |
Creegan & Nassoura Financial Group, LLC | 11 | 11 | 0.64% | 0.92% | 1.14% | Q1 2021 | Q3 2023 | 11 |
Bay Rivers Group | 9 | 2 | 0.15% | 0.58% | 0.85% | Q4 2019 | Q2 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.37% | 0.55% | 0.81% | Q4 2019 | Q2 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 11 |
FINANCIAL MANAGEMENT NETWORK INC | 11 | 11 | 0.09% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
GIOVINE CAPITAL GROUP LLC | 11 | 11 | 1.59% | 2.82% | 4.64% | Q2 2013 | Q4 2015 | 11 |
Highland Private Wealth Management | 7 | 1 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q3 2022 | 11 |
Zions Bancorporation | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2017 | 11 |
BANK HAPOALIM BM | 11 | 11 | 0.05% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Sandbox Financial Partners, LLC | 11 | 11 | 0.14% | 0.24% | 0.33% | Q4 2020 | Q2 2023 | 11 |
Counsel Portfolio Services Inc. | 11 | 11 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Financial Enhancement Group LLC | 7 | 4 | 0.00% | 0.14% | 0.91% | Q1 2018 | Q1 2023 | 11 |
SCHWARTZ INVESTMENT COUNSEL INC | 11 | 11 | 0.87% | 1.52% | 2.02% | Q1 2021 | Q3 2023 | 11 |
MCDANIEL TERRY & CO | 10 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2021 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.26% | 0.29% | 0.36% | Q1 2014 | Q1 2017 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 1.06% | 1.65% | 2.16% | Q4 2020 | Q3 2023 | 11 |
Sapphire Star Partners LP | 11 | 11 | 0.41% | 2.88% | 5.30% | Q2 2016 | Q4 2018 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.18% | 0.33% | 0.54% | Q4 2020 | Q3 2023 | 11 |
Commonwealth Financial Services, LLC | 10 | 1 | 0.26% | 0.58% | 1.78% | Q4 2014 | Q3 2023 | 11 |
Keudell/Morrison Wealth Management | 11 | 11 | 0.14% | 0.23% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Abacus Wealth Partners, LLC | 11 | 11 | 0.07% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Markel Corporation | 11 | 11 | 0.01% | 0.14% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Hi-Line Capital Management, LLC | 11 | 11 | 2.72% | 4.33% | 5.60% | Q1 2021 | Q3 2023 | 11 |
Taylor Wealth Management Partners | 11 | 11 | 0.01% | 1.02% | 2.15% | Q1 2016 | Q3 2018 | 11 |
Palumbo Wealth Management LLC | 7 | 4 | 0.14% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Legacy Capital Partners, Inc. | 8 | 3 | 0.16% | 0.28% | 0.69% | Q4 2015 | Q1 2022 | 11 |
One Capital Management, LLC | 8 | 1 | 0.01% | 0.07% | 0.11% | Q3 2014 | Q3 2023 | 11 |
WEIK CAPITAL MANAGEMENT | 11 | 11 | 0.42% | 0.90% | 1.22% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 11 | 11 | 0.07% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
WHEATLAND ADVISORS INC | 6 | 1 | 0.17% | 0.21% | 0.36% | Q1 2016 | Q4 2019 | 11 |
Inscription Capital, LLC | 9 | 1 | 0.07% | 0.22% | 0.41% | Q4 2018 | Q1 2023 | 11 |
KARPAS STRATEGIES, LLC | 11 | 11 | 0.08% | 0.23% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Robbins Farley | 11 | 11 | 1.45% | 2.30% | 3.48% | Q1 2021 | Q3 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 7 | 4 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 11 |
Catamount Wealth Management | 11 | 11 | 0.01% | 0.04% | 0.11% | Q3 2016 | Q1 2019 | 11 |
Lee Financial Group Hawaii, Inc. | 10 | 1 | 0.20% | 1.61% | 2.18% | Q4 2017 | Q4 2022 | 11 |
First Capital Advisors Group, LLC. | 9 | 1 | 0.05% | 0.32% | 0.65% | Q4 2016 | Q2 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Journey Advisory Group, LLC | 11 | 11 | 0.11% | 0.40% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.11% | 0.26% | 0.53% | Q1 2021 | Q3 2023 | 11 |
Bank Pictet & Cie (Europe) AG | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
NatWest Group plc | 10 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2020 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.70% | 0.79% | 0.96% | Q1 2021 | Q3 2023 | 11 |
MIG Capital, LLC | 4 | 3 | 0.04% | 0.06% | 0.09% | Q1 2014 | Q4 2018 | 11 |
PROSPECTOR PARTNERS LLC | 10 | 1 | 0.26% | 0.63% | 1.33% | Q2 2013 | Q2 2016 | 11 |
First Bank & Trust | 7 | 1 | 0.01% | 0.05% | 0.23% | Q4 2017 | Q2 2022 | 11 |
TEXAS CAPITAL BANCSHARES INC/TX | 11 | 11 | 0.38% | 0.52% | 0.66% | Q1 2021 | Q3 2023 | 11 |
BKS ADVISORS, LLC | 11 | 11 | 0.10% | 0.17% | 0.33% | Q3 2016 | Q1 2019 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 4.46% | 5.76% | 7.20% | Q1 2021 | Q3 2023 | 11 |
HWG Holdings LP | 4 | 2 | 0.02% | 0.99% | 3.98% | Q4 2014 | Q3 2020 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.09% | 0.25% | 0.43% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.08% | 0.11% | 0.16% | Q4 2016 | Q2 2019 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.12% | 0.56% | 1.20% | Q4 2019 | Q2 2022 | 11 |
Montecito Bank & Trust | 8 | 1 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q4 2023 | 11 |
Shepherd Financial Partners LLC | 11 | 11 | 0.36% | 0.54% | 0.66% | Q1 2021 | Q3 2023 | 11 |
Indie Asset Partners, LLC | 11 | 11 | 0.23% | 0.43% | 0.69% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.03% | 0.24% | 1.03% | Q1 2021 | Q3 2023 | 11 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.01% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 11 |
McGuire Investment Group, LLC | 11 | 11 | 0.08% | 0.46% | 0.75% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
ARK Investment Management | 11 | 11 | 0.08% | 0.13% | 0.29% | Q1 2021 | Q3 2023 | 11 |
WP Advisors, LLC | 11 | 11 | 0.24% | 0.35% | 0.48% | Q1 2021 | Q3 2023 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.16% | 0.27% | 0.36% | Q1 2021 | Q3 2023 | 11 |
Andesa Financial Management Inc. | 9 | 2 | 0.08% | 0.36% | 0.58% | Q4 2018 | Q4 2022 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.05% | 0.24% | 0.42% | Q1 2019 | Q3 2021 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.06% | 0.34% | 0.92% | Q1 2021 | Q3 2023 | 11 |
Sepio Capital, LP | 6 | 1 | 0.02% | 0.14% | 0.30% | Q4 2018 | Q3 2023 | 11 |
Hudson Value Partners, LLC | 11 | 11 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q2 2023 | 11 |
Insight Wealth Strategies, LLC | 11 | 11 | 0.06% | 0.27% | 0.38% | Q2 2019 | Q4 2021 | 11 |
Roof Eidam Maycock Peralta, LLC | 6 | 5 | 0.08% | 0.33% | 0.80% | Q3 2017 | Q2 2020 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.86% | 0.98% | 1.22% | Q2 2020 | Q4 2022 | 11 |
Murphy Pohlad Asset Management LLC | 8 | 3 | 0.20% | 0.26% | 0.29% | Q2 2013 | Q3 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 0.30% | 0.35% | 0.42% | Q1 2018 | Q3 2020 | 11 |
BRIDGES INVESTMENT COUNSEL INC/ | 9 | 1 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q2 2017 | 11 |
Phoenix Wealth Advisors | 6 | 5 | 1.04% | 1.52% | 2.20% | Q4 2020 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.44% | 0.71% | 0.96% | Q4 2020 | Q4 2023 | 11 |
Iron Horse Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sageworth Trust Co | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 11 |
NOVARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.76% | 0.95% | 1.27% | Q1 2021 | Q3 2023 | 11 |
Lipe & Dalton | 8 | 3 | 0.80% | 1.55% | 2.66% | Q2 2013 | Q3 2023 | 11 |
Keel Point, LLC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Titus Wealth Management | 11 | 11 | 0.12% | 0.17% | 0.26% | Q4 2019 | Q2 2022 | 11 |
IAM Advisory, LLC | 9 | 2 | 0.35% | 0.48% | 0.58% | Q4 2020 | Q3 2023 | 11 |
Russell Clark Investment Management Ltd | 11 | 11 | 0.43% | 1.99% | 3.38% | Q1 2019 | Q3 2021 | 11 |
Geneva Partners, LLC | 5 | 2 | 0.36% | 2.23% | 5.54% | Q3 2017 | Q4 2022 | 11 |
Madrona Financial Services, LLC | 7 | 1 | 0.11% | 0.15% | 0.19% | Q1 2018 | Q3 2023 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.11% | 0.21% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Lloyd Advisory Services, LLC. | 10 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 11 |
Cumberland Partners Ltd | 10 | 1 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q3 2021 | 11 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 1 | 0.04% | 0.08% | 0.10% | Q3 2018 | Q1 2022 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2015 | 11 |
Union Heritage Capital, LLC | 10 | 10 | 1.54% | 2.10% | 2.67% | Q1 2021 | Q2 2023 | 10 |
Shorepoint Capital Partners LLC | 9 | 1 | 0.44% | 0.71% | 0.90% | Q1 2019 | Q3 2021 | 10 |
Prentice Wealth Management LLC | 5 | 5 | 0.17% | 0.21% | 0.24% | Q1 2021 | Q3 2023 | 10 |
GUARDIAN CAPITAL ADVISORS LP | 8 | 1 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q1 2021 | 10 |
Epstein & White Financial LLC | 9 | 1 | 0.07% | 0.15% | 0.47% | Q3 2018 | Q2 2021 | 10 |
Cipher Capital LP | 3 | 1 | 0.09% | 0.34% | 0.95% | Q2 2014 | Q1 2023 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 1.23% | 7.32% | Q1 2018 | Q3 2023 | 10 |
First Long Island Investors, LLC | 10 | 10 | 1.01% | 1.51% | 1.70% | Q2 2019 | Q3 2021 | 10 |
SUMMITRY LLC | 8 | 2 | 0.20% | 0.25% | 0.31% | Q4 2020 | Q3 2023 | 10 |
Inspire Investing, LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Parkwood LLC | 7 | 3 | 0.03% | 0.07% | 0.09% | Q4 2013 | Q2 2017 | 10 |
USS Investment Management Ltd | 10 | 10 | 0.05% | 0.16% | 0.35% | Q4 2015 | Q1 2018 | 10 |
Selective Wealth Management, Inc. | 7 | 1 | 0.01% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 10 |
Enterprise Trust & Investment Co | 10 | 10 | 1.19% | 1.70% | 2.38% | Q1 2020 | Q2 2022 | 10 |
Neo Ivy Capital Management | 3 | 1 | 0.09% | 0.74% | 1.58% | Q4 2018 | Q3 2023 | 10 |
TrueWealth Advisors, LLC | 8 | 2 | 0.09% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Well Done, LLC | 8 | 1 | 0.01% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 10 |
MIRABELLA FINANCIAL SERVICES LLP | 7 | 1 | 0.02% | 0.31% | 0.90% | Q1 2020 | Q3 2023 | 10 |
United Capital Management of KS, Inc. | 10 | 10 | 0.98% | 1.51% | 2.16% | Q3 2018 | Q4 2020 | 10 |
RiverFront Investment Group, LLC | 5 | 2 | 0.01% | 0.48% | 1.19% | Q4 2008 | Q2 2021 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2019 | 10 |
Loudon Investment Management, LLC | 10 | 10 | 0.65% | 0.89% | 1.50% | Q2 2021 | Q3 2023 | 10 |
Strategic Wealth Partners, Ltd. | 6 | 2 | 0.01% | 0.44% | 1.13% | Q4 2017 | Q1 2023 | 10 |
Centric Wealth Management | 10 | 10 | 0.28% | 0.36% | 0.46% | Q2 2019 | Q3 2021 | 10 |
LifeSteps Financial, Inc. | 8 | 2 | 0.17% | 0.28% | 0.38% | Q4 2019 | Q1 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.10% | 0.45% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Legacy Private Trust Co. | 5 | 2 | 0.03% | 0.23% | 0.54% | Q2 2015 | Q3 2023 | 10 |
DEPRINCE RACE & ZOLLO INC | 9 | 1 | 0.47% | 0.64% | 0.85% | Q1 2019 | Q3 2022 | 10 |
BOSTON RESEARCH & MANAGEMENT INC | 10 | 10 | 0.98% | 1.26% | 1.53% | Q2 2021 | Q3 2023 | 10 |
Halpern Financial, Inc. | 9 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.14% | 0.20% | 0.29% | Q2 2013 | Q3 2015 | 10 |
ZWEIG ADVISERS LLC | 10 | 10 | 0.46% | 0.69% | 1.08% | Q2 2013 | Q3 2015 | 10 |
Parsec Financial Management, Inc. | 9 | 1 | 0.01% | 0.38% | 0.66% | Q4 2019 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Allied Investment Advisors, LLC | 10 | 10 | 1.60% | 2.07% | 2.38% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KR CAPITAL ADVISORS INC | 10 | 10 | 1.28% | 1.74% | 2.21% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.05% | 0.20% | Q2 2013 | Q3 2015 | 10 |
FIRST UNITED BANK & TRUST | 6 | 1 | 0.09% | 0.12% | 0.15% | Q2 2019 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q2 2023 | 10 |
Machina Capital S.A.S. | 5 | 2 | 0.41% | 0.69% | 1.02% | Q4 2018 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIRST NATIONAL CORP /MA/ /ADV | 7 | 1 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q3 2023 | 10 |
Stearns Financial Services Group | 10 | 10 | 0.05% | 0.08% | 0.09% | Q3 2016 | Q4 2018 | 10 |
State of Wyoming | 10 | 10 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Weatherstone Capital Management | 8 | 2 | 0.07% | 0.19% | 0.36% | Q2 2013 | Q1 2019 | 10 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 2 | 0.04% | 0.45% | 1.55% | Q4 2013 | Q4 2021 | 10 |
Live Oak Private Wealth LLC | 10 | 10 | 0.06% | 0.21% | 0.45% | Q2 2020 | Q3 2022 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.26% | 0.38% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.17% | 0.26% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Euclid Advisors LLC | 6 | 1 | 0.08% | 0.19% | 0.26% | Q2 2013 | Q2 2016 | 10 |
Gs Investments, Inc. | 9 | 1 | 1.48% | 1.98% | 2.53% | Q4 2020 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 0.29% | 0.37% | 0.48% | Q1 2021 | Q3 2023 | 10 |
NF Trinity Capital (Hong Kong) Ltd | 10 | 10 | 0.48% | 0.95% | 1.40% | Q1 2016 | Q2 2018 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.14% | 0.25% | 0.53% | Q2 2016 | Q3 2018 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q3 2015 | 10 |
Stockman Wealth Management, Inc. | 10 | 10 | 1.19% | 1.53% | 1.82% | Q2 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.06% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.18% | 0.26% | 0.31% | Q4 2020 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.60% | 2.32% | Q4 2020 | Q3 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.40% | 0.75% | 1.00% | Q2 2013 | Q3 2015 | 10 |
Optas, LLC | 4 | 2 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 10 |
OCCUDO QUANTITATIVE STRATEGIES LP | 8 | 2 | 0.10% | 0.32% | 0.52% | Q4 2020 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Vantage Financial Partners Ltd., Inc. | 10 | 10 | 0.16% | 0.21% | 0.24% | Q2 2021 | Q3 2023 | 10 |
G&S Capital LLC | 10 | 10 | 0.00% | 0.75% | 2.85% | Q4 2017 | Q1 2020 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.03% | 0.14% | 0.17% | Q1 2020 | Q3 2023 | 10 |
Sippican Capital Advisors | 10 | 10 | 0.50% | 1.00% | 1.20% | Q2 2021 | Q3 2023 | 10 |
Bayesian Capital Management, LP | 2 | 1 | 0.07% | 0.25% | 0.78% | Q4 2016 | Q3 2023 | 10 |
Guidant Wealth Advisors | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
RIDGECREST WEALTH PARTNERS, LLC | 8 | 2 | 0.10% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 10 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 10 |
PIERSHALE FINANCIAL GROUP, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2016 | 10 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 10 |
Litman Gregory Wealth Management LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 10 |
First National Bank of Mount Dora, Trust Investment Services | 10 | 10 | 0.42% | 0.83% | 1.20% | Q3 2021 | Q4 2023 | 10 |
ARGUS INVESTORS' COUNSEL, INC. | 10 | 10 | 0.12% | 0.37% | 0.56% | Q2 2021 | Q3 2023 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.37% | 0.40% | 0.46% | Q4 2015 | Q1 2018 | 10 |
Aureus Asset Management, LLC | 10 | 10 | 0.16% | 0.21% | 0.26% | Q2 2021 | Q3 2023 | 10 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.06% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 10 |
Sciencast Management LP | 2 | 1 | 0.24% | 0.44% | 0.78% | Q1 2016 | Q3 2023 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 1 | 0.10% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.22% | 0.43% | 0.60% | Q4 2014 | Q3 2022 | 10 |
Cambria Investment Management, L.P. | 10 | 10 | 0.42% | 0.70% | 0.84% | Q2 2017 | Q3 2019 | 10 |
Johnson Financial Group, LLC | 6 | 4 | 0.05% | 0.22% | 0.40% | Q4 2016 | Q4 2021 | 10 |
Signature Wealth Management Partners, LLC | 10 | 10 | 0.42% | 0.63% | 0.73% | Q4 2020 | Q1 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q1 2023 | 10 |
ASPIRIANT, LLC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
MUHLENKAMP & CO INC | 8 | 2 | 2.41% | 3.03% | 3.78% | Q3 2019 | Q1 2022 | 10 |
EDMP, INC. | 10 | 10 | 0.26% | 0.40% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Lloyds Banking Group plc | 6 | 4 | 0.16% | 0.85% | 2.30% | Q2 2013 | Q4 2016 | 10 |
VeraBank, N.A. | 7 | 1 | 0.09% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.20% | 0.30% | 0.44% | Q2 2013 | Q3 2015 | 10 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 1 | 0.01% | 0.34% | 2.44% | Q2 2013 | Q1 2023 | 10 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q4 2017 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Financial Sense Advisors, Inc. | 10 | 10 | 1.44% | 2.97% | 3.76% | Q3 2014 | Q4 2016 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.01% | 0.79% | 1.82% | Q4 2015 | Q1 2018 | 10 |
Greenwich Wealth Management LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 10 |
Nelson Capital Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 10 |
MARINER INVESTMENT GROUP LLC | 7 | 7 | 0.18% | 2.00% | 2.74% | Q2 2013 | Q4 2014 | 9 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.11% | 0.18% | 0.21% | Q3 2019 | Q3 2021 | 9 |
PROFFITT & GOODSON INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
KLCM Advisors, Inc. | 8 | 1 | 0.04% | 0.09% | 0.13% | Q2 2015 | Q3 2023 | 9 |
DOCK STREET ASSET MANAGEMENT INC | 7 | 1 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q4 2020 | 9 |
PENN DAVIS MCFARLAND INC | 9 | 9 | 1.59% | 3.25% | 4.20% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.06% | 0.14% | 0.35% | Q1 2020 | Q1 2022 | 9 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.17% | 0.95% | Q4 2022 | Q3 2023 | 9 |
Ironsides Asset Advisors, LLC | 7 | 2 | 0.06% | 0.16% | 0.25% | Q1 2021 | Q3 2023 | 9 |
AUXIER ASSET MANAGEMENT | 9 | 9 | 0.08% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Oliver Luxxe Assets LLC | 7 | 2 | 0.06% | 1.16% | 1.88% | Q4 2018 | Q2 2021 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.35% | 0.57% | 0.78% | Q4 2021 | Q4 2023 | 9 |
EMERALD ADVISERS, LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.07% | 0.14% | 0.42% | Q4 2021 | Q4 2023 | 9 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 1 | 0.00% | 0.08% | 0.13% | Q3 2014 | Q3 2021 | 9 |
Silicon Valley Capital Partners | 5 | 4 | 0.02% | 0.09% | 0.20% | Q3 2019 | Q3 2023 | 9 |
Pine River Capital Management L.P. | 5 | 1 | 0.00% | 0.14% | 0.35% | Q4 2013 | Q1 2016 | 9 |
Apex Capital Management | 9 | 9 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q1 2016 | 9 |
SUFFOLK CAPITAL MANAGEMENT LLC | 5 | 1 | 0.58% | 1.22% | 1.74% | Q2 2014 | Q4 2018 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.26% | 0.63% | 0.94% | Q3 2017 | Q3 2019 | 9 |
Truehand, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Boit C F David | 5 | 4 | 0.32% | 0.62% | 0.92% | Q2 2021 | Q3 2023 | 9 |
ABSHER WEALTH MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.13% | 0.38% | Q3 2021 | Q3 2023 | 9 |
Symmetry Investments LP | 5 | 1 | 0.11% | 2.32% | 8.28% | Q4 2020 | Q1 2023 | 9 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 2.81% | 4.00% | Q2 2021 | Q3 2023 | 9 |
Suncoast Equity Management | 9 | 9 | 0.04% | 0.11% | 0.15% | Q2 2019 | Q2 2021 | 9 |
Scott & Selber, Inc. | 6 | 1 | 0.33% | 0.91% | 1.94% | Q1 2016 | Q3 2023 | 9 |
Fusion Investment Group, LLC | 9 | 9 | 0.14% | 0.32% | 0.50% | Q4 2013 | Q4 2015 | 9 |
Plancorp, LLC | 7 | 2 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 9 |
BOK Financial Private Wealth, Inc. | 8 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Copperleaf Capital, LLC | 9 | 9 | 0.30% | 0.45% | 0.56% | Q3 2021 | Q3 2023 | 9 |
Bouchey Financial Group Ltd | 7 | 2 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 1.09% | 1.74% | 3.34% | Q4 2019 | Q4 2021 | 9 |
HUTCHENS INVESTMENT MANAGEMENT INC | 8 | 1 | 0.00% | 2.05% | 2.97% | Q4 2014 | Q4 2017 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.07% | 0.33% | 0.68% | Q1 2021 | Q1 2023 | 9 |
Surevest, LLC | 9 | 9 | 0.71% | 1.10% | 1.39% | Q3 2020 | Q3 2022 | 9 |
NEW YORK LIFE TRUST CO | 5 | 4 | 0.09% | 0.54% | 0.73% | Q1 2014 | Q1 2017 | 9 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 9 | 9 | 3.45% | 4.83% | 6.03% | Q3 2021 | Q3 2023 | 9 |
Trinity Street Asset Management LLP | 9 | 9 | 1.86% | 2.48% | 3.34% | Q3 2021 | Q3 2023 | 9 |
Detwiler Fenton Investment Management LLC | 7 | 2 | 0.31% | 2.07% | 3.65% | Q4 2009 | Q1 2014 | 9 |
FLC Capital Advisors | 9 | 9 | 0.07% | 0.14% | 0.20% | Q2 2021 | Q2 2023 | 9 |
Princeton Alpha Management LP | 6 | 1 | 0.12% | 0.40% | 0.87% | Q1 2014 | Q1 2017 | 9 |
Castle Rock Wealth Management, LLC | 4 | 1 | 0.20% | 0.65% | 1.42% | Q4 2017 | Q3 2023 | 9 |
Virtus ETF Advisers LLC | 5 | 1 | 0.01% | 0.22% | 0.52% | Q4 2018 | Q2 2023 | 9 |
Holistic Financial Partners | 7 | 2 | 0.12% | 0.25% | 0.34% | Q4 2017 | Q1 2020 | 9 |
Addison Capital Co | 9 | 9 | 0.13% | 0.19% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Triumph Capital Management | 5 | 4 | 0.12% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Matarin Capital Management, LLC | 3 | 1 | 0.04% | 0.37% | 0.56% | Q2 2013 | Q2 2016 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.08% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Martin Capital Partners, LLC | 9 | 9 | 1.85% | 2.32% | 2.55% | Q4 2021 | Q4 2023 | 9 |
Seneca House Advisors | 9 | 9 | 0.16% | 0.66% | 1.20% | Q3 2021 | Q3 2023 | 9 |
Resource Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2021 | 9 |
Ten Capital Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.08% | 0.12% | Q2 2021 | Q2 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.43% | 0.52% | 0.67% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.20% | 0.35% | 0.56% | Q3 2021 | Q3 2023 | 9 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.05% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.20% | 0.31% | 0.44% | Q3 2021 | Q3 2023 | 9 |
MONETTA FINANCIAL SERVICES INC | 7 | 2 | 0.34% | 1.00% | 1.39% | Q4 2016 | Q4 2020 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q4 2022 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.14% | 1.18% | 1.95% | Q3 2021 | Q3 2023 | 9 |
ALPHASIMPLEX GROUP, LLC | 7 | 2 | 0.27% | 0.79% | 2.12% | Q2 2020 | Q3 2022 | 9 |
RPg Family Wealth Advisory, LLC | 6 | 3 | 0.02% | 1.10% | 3.53% | Q1 2018 | Q4 2020 | 9 |
Activest Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
DUALITY ADVISERS, LP | 4 | 1 | 0.09% | 0.27% | 0.47% | Q1 2019 | Q3 2023 | 9 |
Swaine & Leidel Wealth Services, LLC | 6 | 1 | 1.86% | 2.80% | 3.46% | Q4 2018 | Q1 2022 | 9 |
FORA Capital, LLC | 3 | 1 | 0.16% | 0.60% | 1.16% | Q4 2019 | Q3 2023 | 9 |
West Family Investments, Inc. | 8 | 1 | 0.06% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 9 |
Parametric Risk Advisors LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q3 2016 | 9 |
Bell Rock Capital LLC | 9 | 9 | 0.01% | 0.36% | 0.82% | Q4 2016 | Q4 2018 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.24% | 0.82% | 1.94% | Q1 2021 | Q1 2023 | 9 |
IndexIQ Advisors LLC | 5 | 4 | 0.09% | 0.12% | 0.17% | Q1 2018 | Q1 2022 | 9 |
Menard Financial Group LLC | 7 | 1 | 0.26% | 0.50% | 0.86% | Q4 2019 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.32% | 0.37% | 0.42% | Q2 2013 | Q2 2015 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.19% | 0.32% | 0.43% | Q4 2018 | Q4 2020 | 9 |
EASTERLY INVESTMENT PARTNERS LLC | 9 | 9 | 0.09% | 0.92% | 1.69% | Q3 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.00% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 9 |
Stonehearth Capital Management, LLC | 3 | 1 | 0.11% | 0.13% | 0.18% | Q4 2017 | Q4 2023 | 9 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.96% | 2.75% | Q3 2016 | Q3 2023 | 9 |
SkyView Investment Advisors, LLC | 7 | 2 | 0.00% | 0.13% | 0.26% | Q4 2020 | Q2 2023 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
OXFORD ASSET MANAGEMENT LLP | 8 | 1 | 0.02% | 0.10% | 0.24% | Q1 2017 | Q4 2019 | 9 |
P.A.W. CAPITAL CORP | 9 | 9 | 0.50% | 0.80% | 1.25% | Q3 2020 | Q3 2022 | 9 |
HNP Capital LLC | 9 | 9 | 0.18% | 0.34% | 0.45% | Q4 2018 | Q4 2020 | 9 |
BT Wealth Management LLC | 9 | 9 | 0.18% | 0.27% | 0.32% | Q4 2018 | Q4 2020 | 9 |
RAY GERALD L & ASSOCIATES LTD | 9 | 9 | 0.12% | 0.22% | 0.27% | Q3 2015 | Q3 2017 | 9 |
Qtron Investments LLC | 5 | 1 | 0.04% | 0.10% | 0.18% | Q3 2019 | Q2 2023 | 9 |
OAK ASSOCIATES LTD /OH/ | 4 | 1 | 0.27% | 0.47% | 0.71% | Q2 2013 | Q3 2023 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.17% | 0.31% | 0.38% | Q2 2013 | Q2 2015 | 9 |
Veritas Asset Management LLP | 9 | 9 | 3.09% | 8.68% | 12.97% | Q2 2013 | Q2 2015 | 9 |
Tacita Capital Inc | 7 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Dynamic Capital Management Ltd | 3 | 1 | 0.05% | 0.24% | 0.54% | Q2 2014 | Q3 2017 | 9 |
RBA Wealth Management, LLC | 8 | 1 | 0.93% | 2.05% | 2.57% | Q1 2021 | Q3 2023 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.08% | 0.22% | 0.34% | Q4 2018 | Q4 2020 | 9 |
NAN FUNG TRINITY (HK) Ltd | 9 | 9 | 4.60% | 5.17% | 6.50% | Q4 2019 | Q4 2021 | 9 |
Greystone Financial Group, LLC | 8 | 1 | 1.49% | 2.46% | 3.05% | Q4 2020 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.06% | 0.27% | 0.71% | Q3 2019 | Q3 2021 | 9 |
Heard Capital LLC | 8 | 8 | 0.04% | 6.26% | 8.70% | Q4 2019 | Q3 2021 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.10% | 0.15% | 0.28% | Q4 2019 | Q3 2023 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q3 2022 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
SkyOak Wealth, LLC | 4 | 1 | 0.05% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 9 |
BADGLEY PHELPS & BELL INC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2021 | 9 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q4 2022 | 9 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
ADELL HARRIMAN & CARPENTER INC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
DELTA LLOYD NV | 9 | 9 | 0.02% | 0.07% | 0.14% | Q3 2013 | Q3 2015 | 9 |
GFG Capital, LLC | 9 | 9 | 0.12% | 0.16% | 0.21% | Q4 2019 | Q4 2021 | 9 |
ISTHMUS PARTNERS, LLC | 8 | 1 | 0.01% | 0.06% | 0.47% | Q4 2016 | Q1 2019 | 9 |
Ruggie Capital Group | 6 | 3 | 0.01% | 0.97% | 3.55% | Q3 2017 | Q3 2020 | 9 |
Private Vista, LLC | 9 | 9 | 0.05% | 0.07% | 0.10% | Q1 2018 | Q1 2020 | 9 |
NICHOLAS COMPANY, INC. | 8 | 8 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Vise Technologies, Inc. | 8 | 8 | 0.08% | 0.55% | 1.72% | Q4 2021 | Q3 2023 | 8 |
WINMILL & CO. INC | 8 | 8 | 0.88% | 1.13% | 1.48% | Q4 2019 | Q3 2021 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Vanguard Capital Wealth Advisors | 3 | 1 | 0.16% | 0.25% | 0.33% | Q3 2018 | Q1 2022 | 8 |
TCWP LLC | 8 | 8 | 0.08% | 0.34% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.24% | 0.30% | 0.35% | Q4 2014 | Q3 2016 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 1.51% | 2.11% | 2.71% | Q4 2017 | Q3 2019 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 1.21% | 1.41% | 1.79% | Q4 2021 | Q3 2023 | 8 |
Divergent Planning, LLC | 7 | 1 | 0.15% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 8 |
Wayfinding Financial, LLC | 8 | 8 | 0.26% | 0.34% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.37% | 0.48% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.38% | 0.49% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.29% | 0.52% | 1.20% | Q2 2019 | Q1 2021 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 0.40% | 0.52% | 0.62% | Q4 2017 | Q3 2019 | 8 |
Arbor Investment Advisors, LLC | 8 | 8 | 0.22% | 0.28% | 0.34% | Q3 2019 | Q2 2021 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 1.19% | 1.79% | 2.10% | Q2 2013 | Q1 2015 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.99% | 1.28% | 1.42% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AXS Investments LLC | 7 | 1 | 0.02% | 0.24% | 0.48% | Q1 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.26% | 1.05% | 1.50% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.06% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.26% | 0.65% | 0.79% | Q4 2021 | Q4 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TLWM | 8 | 8 | 0.24% | 0.30% | 0.34% | Q1 2019 | Q4 2020 | 8 |
KENFARB & CO. | 8 | 8 | 1.22% | 1.70% | 2.02% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.31% | 0.43% | 0.56% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Delta Accumulation, LLC | 3 | 1 | 0.56% | 1.95% | 6.38% | Q4 2021 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Wealth Alliance Advisory Group, LLC | 8 | 8 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Hayden Royal, LLC | 8 | 8 | 0.12% | 0.47% | 1.76% | Q4 2018 | Q3 2020 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.17% | 0.36% | 0.67% | Q4 2019 | Q3 2021 | 8 |
FIRST AMERICAN TRUST, FSB | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ArchPoint Investors | 4 | 1 | 0.18% | 0.59% | 1.14% | Q2 2013 | Q1 2021 | 8 |
Capital Advisors Wealth Management, LLC | 7 | 1 | 0.08% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 8 |
Financial Advantage, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.18% | Q4 2019 | Q3 2021 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.28% | 3.02% | 4.46% | Q1 2013 | Q4 2014 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.10% | 0.36% | Q3 2017 | Q4 2019 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.03% | 0.17% | 0.30% | Q4 2019 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.10% | 0.48% | 1.55% | Q1 2020 | Q1 2023 | 8 |
CALDWELL & ORKIN INC | 6 | 1 | 0.23% | 1.64% | 3.25% | Q1 2015 | Q3 2017 | 8 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 8 | 8 | 0.19% | 0.24% | 0.31% | Q1 2017 | Q4 2018 | 8 |
Donoghue Forlines LLC | 5 | 1 | 0.20% | 0.39% | 0.63% | Q3 2017 | Q4 2022 | 8 |
Five Oceans Advisors | 8 | 8 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
FSA Wealth Management LLC | 4 | 1 | 0.07% | 0.12% | 0.15% | Q4 2019 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 0.44% | 0.83% | 1.16% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.16% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
MONARCH CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.13% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.24% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 8 |
PRING TURNER CAPITAL GROUP INC | 8 | 8 | 0.21% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.11% | 0.15% | 0.26% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
TUCKER ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.04% | 0.13% | Q4 2020 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.46% | 0.60% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 1.40% | 1.65% | 1.90% | Q4 2021 | Q3 2023 | 8 |
IRON Financial LLC | 8 | 8 | 0.21% | 0.35% | 0.56% | Q1 2021 | Q4 2022 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
GODSEY & GIBB, INC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.19% | 0.42% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Partnervest Advisory Services LLC | 2 | 1 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2020 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.59% | 0.71% | 0.84% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 1.16% | 1.75% | 2.20% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 1.09% | 1.87% | 2.55% | Q4 2020 | Q3 2022 | 8 |
Keystone Financial Services | 8 | 8 | 0.15% | 0.27% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Principal Street Partners, LLC | 8 | 8 | 0.20% | 1.17% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
RWC Asset Management LLP | 8 | 8 | 0.22% | 0.55% | 0.87% | Q4 2020 | Q3 2022 | 8 |
Costello Asset Management, INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.09% | 0.18% | 0.35% | Q4 2021 | Q3 2023 | 8 |
MADDEN SECURITIES Corp | 5 | 3 | 0.08% | 0.36% | 0.65% | Q4 2020 | Q4 2022 | 8 |
City State Bank | 8 | 8 | 0.40% | 0.47% | 0.55% | Q4 2021 | Q3 2023 | 8 |
William Allan Corp | 8 | 8 | 0.56% | 1.08% | 1.32% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.12% | 0.23% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q4 2020 | 8 |
Koss-Olinger Consulting, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q3 2021 | Q2 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.04% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.10% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Hikari Tsushin, Inc. | 8 | 8 | 1.08% | 1.41% | 1.68% | Q4 2021 | Q3 2023 | 8 |
Graham Capital Management, L.P. | 6 | 1 | 0.03% | 0.29% | 0.43% | Q4 2014 | Q2 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.74% | 0.98% | 1.22% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.25% | 0.35% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Hardman Johnston Global Advisors LLC | 8 | 8 | 0.40% | 0.58% | 0.87% | Q4 2018 | Q3 2020 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.05% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
ELCO Management Co., LLC | 8 | 8 | 0.14% | 0.19% | 0.24% | Q2 2019 | Q1 2021 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.34% | 1.09% | 1.88% | Q4 2021 | Q3 2023 | 8 |
CLINTON GROUP INC | 3 | 1 | 0.08% | 0.37% | 1.14% | Q1 2014 | Q2 2018 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 2.66% | 3.47% | 3.98% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.29% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.15% | 0.27% | 0.47% | Q4 2021 | Q3 2023 | 8 |
CROFT-LEOMINSTER INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q2 2016 | 8 |
Consolidated Investment Group LLC | 8 | 8 | 0.24% | 0.73% | 1.00% | Q1 2020 | Q4 2021 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.57% | 1.09% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Bancreek Capital Management, LP | 8 | 8 | 2.18% | 3.42% | 5.16% | Q4 2021 | Q3 2023 | 8 |
MFA WEALTH ADVISORS, LLC | 7 | 1 | 0.00% | 0.44% | 0.63% | Q2 2020 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 1.72% | 2.57% | 3.28% | Q4 2021 | Q3 2023 | 8 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.24% | 0.42% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Invictus RG Pte. Ltd. | 8 | 8 | 0.06% | 0.32% | 0.56% | Q2 2013 | Q1 2015 | 8 |
PARK CIRCLE Co | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.71% | 1.02% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.12% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.10% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 8 | 8 | 0.04% | 0.72% | 1.82% | Q4 2021 | Q3 2023 | 8 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.38% | 1.66% | 3.83% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.40% | 0.49% | 0.59% | Q4 2021 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 0.66% | 0.95% | 1.11% | Q4 2021 | Q3 2023 | 8 |
GENESEE VALLEY TRUST CO | 8 | 8 | 0.34% | 0.62% | 0.93% | Q2 2013 | Q1 2015 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.06% | 0.31% | 0.66% | Q1 2018 | Q4 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.35% | 0.49% | 0.62% | Q4 2021 | Q3 2023 | 8 |
CCM INVESTMENT ADVISERS LLC | 8 | 8 | 1.49% | 1.79% | 2.07% | Q1 2019 | Q4 2020 | 8 |
Chanos & Co LP | 4 | 4 | 0.06% | 1.35% | 3.44% | Q3 2015 | Q2 2016 | 8 |
Williams Financial, LLC | 8 | 8 | 0.55% | 0.70% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Kowal Investment Group, LLC | 7 | 1 | 0.05% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.14% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 1.64% | 1.99% | 2.53% | Q4 2021 | Q3 2023 | 8 |
Horizon Kinetics | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Sharkey, Howes & Javer | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2019 | 8 |
Enterprise Bank & Trust Co | 8 | 8 | 0.80% | 1.33% | 1.50% | Q1 2019 | Q4 2020 | 8 |
Axiom Investment Management LLC | 5 | 3 | 0.14% | 0.41% | 1.08% | Q4 2018 | Q2 2022 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.29% | 0.38% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.00% | 0.16% | 0.53% | Q3 2015 | Q1 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.20% | 0.26% | 0.30% | Q2 2013 | Q1 2015 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2017 | 8 |
True Link Financial Advisors, LLC | 6 | 2 | 0.00% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 8 |
CUE ADVISORY SERVICES, INC. | 8 | 8 | 0.50% | 0.55% | 0.61% | Q4 2016 | Q3 2018 | 8 |
Smith Affiliated Capital Corp. | 7 | 1 | 0.04% | 0.08% | 0.12% | Q1 2014 | Q3 2016 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.15% | 0.19% | 0.25% | Q2 2013 | Q1 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 0.18% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Freedom Day Solutions, LLC | 8 | 8 | 0.10% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 8 |
MBL Wealth, LLC | 7 | 1 | 0.05% | 0.07% | 0.13% | Q1 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
GDS Wealth Management | 8 | 8 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Grisanti Capital Management LLC | 8 | 8 | 2.02% | 3.70% | 5.27% | Q2 2018 | Q1 2020 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 1.10% | 1.77% | 2.24% | Q1 2021 | Q3 2023 | 8 |
Sage Investment Advisers LLC | 8 | 8 | 0.70% | 1.85% | 2.47% | Q4 2021 | Q3 2023 | 8 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 8 | 8 | 1.38% | 1.66% | 1.82% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.20% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.26% | 0.33% | 0.39% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.26% | 0.43% | 0.53% | Q4 2021 | Q3 2023 | 8 |
J. W. Coons Advisors, LLC | 8 | 8 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q4 2021 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Kathmere Capital Management, LLC | 7 | 1 | 0.00% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 8 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.13% | 0.34% | Q3 2014 | Q4 2021 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.23% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.03% | 0.08% | 0.38% | Q4 2020 | Q4 2022 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.09% | 0.46% | 0.61% | Q4 2021 | Q3 2023 | 8 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.02% | 2.33% | 11.23% | Q2 2015 | Q3 2023 | 8 |
Opal Wealth Advisors, LLC | 8 | 8 | 0.15% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 8 |
ROWLANDMILLER & PARTNERS.ADV | 8 | 8 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 1.20% | 1.45% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Ashburton (Jersey) Ltd | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q1 2021 | 8 |
HAYS ADVISORY LLC | 8 | 8 | 0.05% | 0.11% | 0.19% | Q4 2016 | Q3 2018 | 8 |
Saratoga Research & Investment Management | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Eliot Finkel Investment Counsel, LLC | 8 | 8 | 1.71% | 2.37% | 2.67% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.05% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Austin Private Wealth, LLC | 4 | 1 | 0.00% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 1.18% | 1.50% | 1.71% | Q4 2021 | Q3 2023 | 8 |
Gyrus Investment Management Inc. | 8 | 8 | 1.50% | 1.68% | 1.88% | Q2 2013 | Q1 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Annapolis Financial Services, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.11% | 0.22% | 0.45% | Q4 2021 | Q3 2023 | 8 |
FOREFRONT WEALTH MANAGEMENT INC. | 8 | 8 | 0.31% | 2.68% | 4.56% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 0.84% | 1.17% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.27% | 0.46% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.09% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 1.12% | 1.67% | 2.34% | Q4 2021 | Q3 2023 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 0.40% | 0.48% | 0.58% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.22% | 0.28% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.16% | 0.45% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Origin Asset Management LLP | 8 | 8 | 0.20% | 0.55% | 1.09% | Q3 2019 | Q2 2021 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 0.61% | 0.82% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.30% | 0.48% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 8 |
J2 Capital Management Inc | 8 | 8 | 0.44% | 0.63% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 0.16% | 0.35% | 0.43% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.07% | 0.14% | 0.34% | Q4 2021 | Q3 2023 | 8 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 8 | 0.12% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.11% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 3 | 1 | 0.04% | 0.11% | 0.25% | Q3 2020 | Q3 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 0.66% | 0.81% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.20% | 0.34% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q1 2015 | 8 |
Aries Wealth Management | 6 | 2 | 0.09% | 0.13% | 0.21% | Q2 2018 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.28% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.07% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.21% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.09% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
WFA of San Diego, LLC | 6 | 1 | 0.02% | 0.17% | 0.36% | Q4 2020 | Q3 2023 | 8 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.02% | 0.14% | 0.33% | Q4 2019 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.18% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.56% | 0.63% | 0.76% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.04% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.03% | 0.34% | 0.83% | Q4 2015 | Q3 2019 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.03% | 0.17% | 0.22% | Q4 2014 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Tranquilli Financial Advisor LLC | 7 | 7 | 0.15% | 0.25% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.20% | 0.25% | 0.31% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.36% | 0.42% | 0.50% | Q1 2022 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.32% | 0.44% | 0.51% | Q4 2021 | Q2 2023 | 7 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 7 |
AVITY INVESTMENT MANAGEMENT INC. | 7 | 7 | 1.39% | 2.49% | 3.10% | Q2 2019 | Q4 2020 | 7 |
WEST BANCORPORATION INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 7 |
1620 INVESTMENT ADVISORS, INC. | 7 | 7 | 0.48% | 0.80% | 1.05% | Q4 2021 | Q2 2023 | 7 |
PYA Waltman Capital, LLC | 7 | 7 | 0.04% | 0.28% | 0.53% | Q1 2022 | Q3 2023 | 7 |
6 Meridian | 4 | 1 | 0.02% | 0.28% | 0.76% | Q4 2017 | Q4 2021 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.15% | 0.28% | 0.35% | Q1 2022 | Q3 2023 | 7 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.16% | 0.20% | 0.27% | Q4 2019 | Q2 2021 | 7 |
Onex Canada Asset Management Inc. | 7 | 7 | 0.11% | 0.43% | 0.56% | Q2 2019 | Q4 2020 | 7 |
Bluefin Trading, LLC | 2 | 1 | 0.01% | 0.05% | 0.11% | Q1 2014 | Q4 2017 | 7 |
Nvest Financial, LLC | 7 | 7 | 0.51% | 0.67% | 0.82% | Q1 2022 | Q3 2023 | 7 |
Sustainable Insight Capital Management, LLC | 5 | 2 | 0.13% | 0.21% | 0.27% | Q2 2019 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Newport Wealth Strategies, Inc. | 7 | 7 | 0.18% | 0.22% | 0.27% | Q1 2020 | Q3 2021 | 7 |
Quilter Plc | 7 | 7 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BALLAST ADVISORS LLC | 7 | 7 | 0.16% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
KG&L Capital Management,LLC | 5 | 2 | 0.10% | 0.57% | 0.95% | Q4 2020 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Pearl River Capital, LLC | 2 | 1 | 0.23% | 0.45% | 0.66% | Q4 2018 | Q2 2022 | 7 |
Wade Financial Advisory, Inc | 7 | 7 | 0.29% | 0.36% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Cerebellum GP, LLC | 5 | 1 | 0.03% | 0.12% | 0.31% | Q4 2017 | Q2 2020 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.04% | 0.09% | 0.11% | Q4 2017 | Q2 2021 | 7 |
FLIPPIN BRUCE & PORTER INC | 6 | 1 | 0.13% | 0.63% | 1.12% | Q2 2013 | Q1 2021 | 7 |
Quantamental Technologies LLC | 2 | 1 | 0.20% | 0.43% | 0.78% | Q2 2019 | Q2 2023 | 7 |
MIZUHO MARKETS AMERICAS LLC | 2 | 1 | 0.00% | 4.61% | 22.27% | Q1 2022 | Q3 2023 | 7 |
Broadleaf Partners, LLC | 7 | 7 | 2.18% | 2.59% | 3.03% | Q1 2022 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 2.33% | 2.53% | 2.73% | Q1 2022 | Q3 2023 | 7 |
Advisory Alpha, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SWS Partners | 3 | 2 | 0.19% | 0.32% | 0.73% | Q2 2018 | Q2 2020 | 7 |
Measured Wealth Private Client Group, LLC | 4 | 1 | 0.03% | 0.15% | 0.23% | Q3 2018 | Q4 2020 | 7 |
TT International Asset Management LTD | 7 | 7 | 0.06% | 0.12% | 0.17% | Q4 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.15% | 0.59% | Q1 2021 | Q4 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.16% | 0.26% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 1.29% | 1.52% | 1.72% | Q2 2022 | Q4 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q3 2016 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2018 | Q3 2019 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.60% | 0.81% | 0.93% | Q1 2022 | Q4 2023 | 7 |
DELPHI MANAGEMENT INC /MA/ | 4 | 3 | 1.03% | 1.12% | 1.18% | Q4 2018 | Q3 2021 | 7 |
BARING ASSET MANAGEMENT Ltd | 7 | 7 | 0.11% | 0.35% | 0.59% | Q1 2016 | Q3 2017 | 7 |
TruWealth Advisors, LLC | 5 | 2 | 0.04% | 0.66% | 1.03% | Q4 2020 | Q3 2023 | 7 |
Clearstead Trust, LLC | 5 | 2 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 7 |
JBJ Investment Partners, LLC | 6 | 1 | 0.02% | 0.07% | 0.09% | Q1 2019 | Q4 2021 | 7 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.14% | 0.38% | 0.69% | Q1 2014 | Q2 2020 | 7 |
MONOGRAPH WEALTH ADVISORS, LLC | 4 | 3 | 0.15% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 7 |
High Note Wealth, LLC | 7 | 7 | 0.28% | 0.45% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Hollow Brook Wealth Management LLC | 7 | 7 | 1.83% | 2.01% | 2.18% | Q2 2017 | Q4 2018 | 7 |
HS Management Partners, LLC | 7 | 7 | 4.26% | 5.40% | 6.91% | Q1 2022 | Q3 2023 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.12% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 7 |
IVC Wealth Advisors LLC | 5 | 2 | 0.14% | 0.18% | 0.22% | Q1 2021 | Q1 2023 | 7 |
Mason & Associates Inc | 7 | 7 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Kames Capital Management Ltd | 7 | 7 | 0.79% | 0.92% | 1.04% | Q2 2013 | Q4 2014 | 7 |
Stonebridge Financial Planning Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q4 2014 | 7 |
MRA Advisory Group | 7 | 7 | 0.34% | 0.51% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Distillate Capital Partners LLC | 6 | 1 | 1.02% | 1.19% | 1.50% | Q4 2020 | Q3 2022 | 7 |
Mayfair Advisory Group, LLC | 7 | 7 | 0.26% | 0.32% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Ethic Inc. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
PRIMORIS WEALTH ADVISORS, LLC | 7 | 7 | 4.07% | 5.46% | 7.01% | Q1 2022 | Q3 2023 | 7 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.11% | 0.44% | Q2 2018 | Q3 2023 | 7 |
Hamlin Capital Management, LLC | 4 | 3 | 1.04% | 3.02% | 3.82% | Q2 2013 | Q3 2021 | 7 |
GRATRY & Co LLC | 7 | 7 | 0.22% | 0.31% | 0.43% | Q2 2016 | Q4 2017 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.42% | 0.57% | 0.71% | Q2 2018 | Q4 2019 | 7 |
Meridian Wealth Partners, LLC | 7 | 7 | 0.27% | 0.52% | 0.75% | Q4 2019 | Q2 2021 | 7 |
MILES CAPITAL, INC. | 4 | 3 | 0.17% | 0.29% | 0.41% | Q3 2015 | Q1 2020 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2015 | 7 |
CERTUITY, LLC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 7 |
Rudd International, Inc. | 7 | 7 | 1.48% | 1.78% | 1.99% | Q4 2018 | Q2 2020 | 7 |
Holocene Advisors, LP | 4 | 1 | 0.01% | 0.78% | 2.24% | Q1 2018 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.07% | 0.17% | 0.22% | Q2 2018 | Q4 2019 | 7 |
Operose Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
FIRST CITIZENS BANCORPORATION INC | 7 | 7 | 1.63% | 1.87% | 2.04% | Q2 2013 | Q4 2014 | 7 |
Synergy Asset Management, LLC | 4 | 1 | 0.20% | 1.74% | 2.87% | Q1 2021 | Q3 2023 | 7 |
SEARLE & CO. | 4 | 3 | 0.02% | 0.06% | 0.09% | Q4 2014 | Q3 2023 | 7 |
TFO Wealth Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q3 2020 | Q3 2023 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.02% | 0.08% | 0.14% | Q1 2014 | Q1 2020 | 7 |
Matrix Trust Co | 7 | 7 | 0.05% | 0.24% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Interchange Capital Partners, LLC | 3 | 1 | 0.17% | 0.30% | 0.40% | Q4 2020 | Q1 2023 | 7 |
COWEN INC. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q1 2018 | 7 |
VisionPoint Advisory Group, LLC | 5 | 2 | 0.08% | 0.38% | 0.77% | Q2 2019 | Q3 2023 | 7 |
CHEMUNG CANAL TRUST CO | 7 | 7 | 0.20% | 0.70% | 1.16% | Q2 2022 | Q4 2023 | 7 |
MITCHELL SINKLER & STARR/PA | 7 | 7 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
tru Independence LLC | 7 | 7 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q2 2021 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.08% | 0.25% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Ardevora Asset Management LLP | 7 | 7 | 0.17% | 0.40% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Winslow Capital Management, LLC | 7 | 7 | 0.00% | 0.36% | 1.38% | Q1 2016 | Q3 2017 | 7 |
Olympiad Research LP | 4 | 1 | 0.08% | 0.24% | 0.63% | Q4 2019 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.17% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Decatur Capital Management, Inc. | 7 | 7 | 0.98% | 1.33% | 1.66% | Q1 2022 | Q3 2023 | 7 |
Wealth Architects, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 7 |
BW Gestao de Investimentos Ltda. | 4 | 3 | 0.30% | 0.38% | 0.51% | Q3 2017 | Q3 2021 | 7 |
Mirador Capital Partners LP | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Redmond Asset Management, LLC | 7 | 7 | 0.21% | 0.34% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Astoria Portfolio Advisors LLC. | 7 | 7 | 0.21% | 0.37% | 0.45% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.28% | 0.32% | 0.36% | Q3 2019 | Q1 2021 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Prosperity Consulting Group, LLC | 4 | 3 | 0.16% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 7 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 4 | 3 | 0.07% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.09% | 0.38% | Q2 2013 | Q4 2014 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ETFIDEA, LLC | 7 | 7 | 0.10% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q2 2021 | 7 |
Warther Private Wealth, LLC | 7 | 7 | 0.38% | 1.95% | 2.74% | Q1 2022 | Q3 2023 | 7 |
Global Strategic Investment Solutions, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q1 2021 | Q2 2023 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 7 | 7 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.07% | 0.13% | 0.20% | Q4 2014 | Q2 2016 | 7 |
BTC Capital Management, Inc. | 6 | 1 | 0.04% | 0.26% | 0.37% | Q4 2016 | Q4 2020 | 7 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 7 | 7 | 1.19% | 1.84% | 2.79% | Q1 2016 | Q3 2017 | 7 |
FISHMAN JAY A LTD/MI | 7 | 7 | 0.18% | 0.47% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Wunderlich Capital Managemnt | 7 | 7 | 0.11% | 0.41% | 0.70% | Q2 2019 | Q4 2020 | 7 |
CAPITAL INTERNATIONAL LTD /CA/ | 4 | 3 | 0.02% | 0.05% | 0.13% | Q3 2015 | Q3 2018 | 7 |
Bradley & Co. Private Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 7 |
TAURUS ASSET MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q1 2019 | 7 |
&PARTNERS | 7 | 7 | 0.12% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Stevard, LLC | 3 | 1 | 0.07% | 0.13% | 0.18% | Q4 2019 | Q4 2022 | 7 |
Golden State Equity Partners | 3 | 1 | 0.20% | 0.43% | 0.63% | Q1 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.17% | 0.22% | 0.28% | Q2 2013 | Q4 2014 | 7 |
Ativo Capital Management LLC | 5 | 2 | 0.21% | 0.31% | 0.42% | Q4 2018 | Q4 2020 | 7 |
Sequent Asset Management, LLC | 7 | 7 | 0.47% | 0.55% | 0.60% | Q2 2019 | Q4 2020 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
MARCO INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.02% | 0.14% | 0.22% | Q3 2013 | Q3 2021 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.06% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Estate Counselors, LLC | 3 | 1 | 0.06% | 0.15% | 0.19% | Q1 2020 | Q4 2022 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2015 | 7 |
Columbus Macro, LLC | 6 | 1 | 0.06% | 0.19% | 0.31% | Q4 2019 | Q3 2023 | 7 |
Second Half Financial Partners, LLC | 7 | 7 | 1.53% | 2.61% | 3.56% | Q1 2022 | Q3 2023 | 7 |
Wakefield Asset Management LLLP | 3 | 1 | 0.01% | 0.86% | 1.70% | Q3 2018 | Q2 2021 | 7 |
Spark Investment Management LLC | 5 | 1 | 0.09% | 0.46% | 0.77% | Q4 2013 | Q2 2019 | 7 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 7 |
WealthTrust Fairport, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.20% | 0.37% | 0.46% | Q2 2014 | Q1 2019 | 7 |
FORESTERS ASSET MANAGEMENT INC. | 7 | 7 | 0.31% | 1.49% | 2.91% | Q2 2016 | Q4 2017 | 7 |
Cognios Capital, LLC | 6 | 1 | 0.44% | 0.78% | 0.89% | Q2 2017 | Q1 2020 | 7 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.01% | 0.31% | 0.96% | Q1 2021 | Q3 2023 | 7 |
Masso Torrence Wealth Management Inc. | 6 | 1 | 0.06% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 7 |
TOEWS CORP /ADV | 2 | 1 | 0.05% | 0.32% | 0.71% | Q2 2016 | Q3 2023 | 7 |
CIDEL ASSET MANAGEMENT INC | 7 | 7 | 0.96% | 1.10% | 1.35% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 7 |
Aspire Private Capital, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 7 |
GLG Partners LP | 7 | 7 | 0.01% | 0.13% | 0.26% | Q2 2015 | Q4 2016 | 7 |
Enlightenment Research, LLC | 2 | 1 | 0.10% | 0.55% | 0.96% | Q4 2018 | Q2 2022 | 7 |
First Western Trust Bank | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.13% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Aurora Private Wealth, Inc. | 7 | 7 | 0.08% | 0.12% | 0.18% | Q1 2020 | Q3 2021 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2019 | 7 |
EHP Funds Inc. | 7 | 7 | 0.67% | 0.75% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Kaizen Financial Strategies | 4 | 1 | 0.18% | 0.23% | 0.28% | Q4 2020 | Q3 2023 | 7 |
GLG LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q2 2016 | 6 |
Merrion Investment Management Co, LLC | 4 | 2 | 0.18% | 0.48% | 0.95% | Q4 2020 | Q2 2023 | 6 |
Delphia (USA) Inc. | 6 | 6 | 0.15% | 0.54% | 0.78% | Q1 2022 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
EULAV Asset Management | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Czech National Bank | 6 | 6 | 0.25% | 0.29% | 0.35% | Q3 2022 | Q4 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 0.93% | 1.14% | 1.67% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Knights of Columbus Asset Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.16% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 6 |
ICC CAPITAL MANAGEMENT INC/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Cypress Capital, LLC | 3 | 1 | 0.02% | 0.27% | 0.71% | Q4 2018 | Q3 2023 | 6 |
Fluent Financial, LLC | 6 | 6 | 1.28% | 1.53% | 1.98% | Q4 2017 | Q1 2019 | 6 |
SAXON INTERESTS, INC. | 6 | 6 | 0.14% | 0.19% | 0.21% | Q1 2022 | Q2 2023 | 6 |
JENSEN INVESTMENT MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 6 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.00% | 0.10% | 0.20% | Q4 2014 | Q3 2023 | 6 |
Coastwise Capital Group, LLC | 6 | 6 | 0.26% | 0.50% | 0.65% | Q1 2022 | Q2 2023 | 6 |
Ronit Capital LLP | 6 | 6 | 0.25% | 1.35% | 2.26% | Q4 2020 | Q1 2022 | 6 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
HARTWELL J M LIMITED PARTNERSHIP | 4 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2019 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.43% | 1.03% | 1.62% | Q2 2016 | Q4 2017 | 6 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.09% | 0.20% | 0.34% | Q2 2013 | Q3 2014 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.02% | 0.30% | 0.48% | Q4 2020 | Q1 2023 | 6 |
Lavaca Capital LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 6 |
Gladius Capital Management LP | 6 | 6 | 0.00% | 0.04% | 0.15% | Q3 2020 | Q4 2021 | 6 |
KLK CAPITAL MANAGEMENT LLC | 5 | 1 | 0.55% | 0.71% | 0.90% | Q1 2022 | Q3 2023 | 6 |
IMPAX ASSET MANAGEMENT LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2014 | Q3 2015 | 6 |
SIMMONS FIRST TRUST CO NA | 6 | 6 | 0.19% | 0.24% | 0.27% | Q3 2014 | Q4 2015 | 6 |
SEI TRUST CO | 6 | 6 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2014 | 6 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.00% | 0.12% | 0.20% | Q4 2020 | Q3 2021 | 6 |
Alta Wealth Advisors LLC | 6 | 6 | 0.33% | 0.40% | 0.49% | Q2 2022 | Q3 2023 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.54% | 1.28% | Q4 2017 | Q2 2022 | 6 |
Cito Capital Group, LLC | 6 | 6 | 0.18% | 0.24% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Ascent Wealth Partners, LLC | 6 | 6 | 0.65% | 0.80% | 0.98% | Q1 2020 | Q2 2021 | 6 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.13% | 0.27% | 0.51% | Q2 2017 | Q3 2019 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Madison Asset Management, LLC | 3 | 3 | 0.01% | 0.09% | 0.18% | Q1 2021 | Q3 2022 | 6 |
Horan Capital Advisors, LLC. | 3 | 1 | 0.01% | 0.12% | 0.23% | Q4 2013 | Q3 2020 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.32% | 0.34% | 0.38% | Q2 2022 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.20% | 0.34% | 0.50% | Q3 2016 | Q2 2023 | 6 |
Royal Harbor Partners, LLC | 6 | 6 | 0.61% | 0.86% | 1.05% | Q1 2020 | Q2 2021 | 6 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.07% | 0.34% | 1.05% | Q2 2016 | Q3 2017 | 6 |
New Jersey Better Educational Savings Trust | 5 | 1 | 0.46% | 0.52% | 0.60% | Q2 2015 | Q3 2017 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.16% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.22% | 0.26% | 0.29% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.03% | 0.16% | Q2 2015 | Q3 2016 | 6 |
Corsicana & Co. | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Aberdeen Wealth Management LLC | 4 | 2 | 0.15% | 0.17% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Disciplined Equity Management, Inc. | 6 | 6 | 0.08% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.35% | 0.53% | 0.65% | Q4 2021 | Q3 2023 | 6 |
Stonehage Fleming (UK) Ltd | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2015 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.06% | 0.07% | Q4 2014 | Q1 2016 | 6 |
AMERICAN ASSET MANAGEMENT INC. | 6 | 6 | 0.20% | 0.38% | 0.51% | Q3 2018 | Q4 2019 | 6 |
CTC LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Mathes Company, Inc. | 4 | 2 | 0.12% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 6 |
Autumn Glory Partners, LLC | 3 | 1 | 0.20% | 0.32% | 0.59% | Q4 2021 | Q3 2023 | 6 |
NEIRG Wealth Management, LLC | 6 | 6 | 0.40% | 0.46% | 0.52% | Q1 2022 | Q2 2023 | 6 |
PHILADELPHIA TRUST CO | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2018 | 6 |
Bridgefront Capital, LLC | 3 | 1 | 0.26% | 0.50% | 0.81% | Q4 2020 | Q3 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.09% | 0.24% | 0.59% | Q3 2019 | Q3 2022 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.09% | 0.19% | Q2 2017 | Q3 2017 | 6 |
Bay Harbor Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 6 |
Petrus Trust Company, LTA | 4 | 1 | 0.02% | 0.48% | 0.76% | Q2 2020 | Q3 2023 | 6 |
Ellsworth Advisors, LLC | 6 | 6 | 1.06% | 1.14% | 1.37% | Q3 2020 | Q4 2021 | 6 |
CAHABA WEALTH MANAGEMENT, INC. | 4 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Donald L. Hagan, LLC | 4 | 1 | 0.01% | 0.38% | 0.60% | Q3 2015 | Q4 2021 | 6 |
Private Wealth Partners, LLC | 5 | 1 | 0.06% | 0.15% | 0.25% | Q4 2014 | Q1 2018 | 6 |
Insight Advisors, LLC/ PA | 4 | 1 | 0.01% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 6 |
BANK OF NOVA SCOTIA TRUST CO | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2020 | 6 |
Sunflower Bank, N.A. | 5 | 1 | 0.03% | 0.05% | 0.10% | Q2 2020 | Q1 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Aaron Wealth Advisors LLC | 5 | 1 | 0.00% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.03% | 0.26% | 0.37% | Q4 2019 | Q1 2021 | 6 |
Quantum Private Wealth, LLC | 6 | 6 | 0.30% | 0.45% | 0.53% | Q4 2021 | Q1 2023 | 6 |
ALGERT GLOBAL LLC | 6 | 6 | 0.02% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 6 |
TWINBEECH CAPITAL LP | 5 | 1 | 0.01% | 0.21% | 0.52% | Q2 2020 | Q3 2023 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.13% | 0.31% | 0.62% | Q4 2019 | Q3 2021 | 6 |
JB Capital LLC | 4 | 2 | 0.02% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 6 |
ACR Alpine Capital Research, LLC | 6 | 6 | 0.11% | 4.66% | 8.40% | Q2 2013 | Q3 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Jupiter Investment Management Ltd | 3 | 1 | 0.02% | 0.47% | 0.79% | Q2 2013 | Q2 2020 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.17% | 0.30% | 0.35% | Q3 2016 | Q4 2017 | 6 |
Hutchin Hill Capital, LP | 4 | 1 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2017 | 6 |
J. L. Bainbridge & Co., Inc. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
BIEGEL & WALLER LLC | 6 | 6 | 0.46% | 0.58% | 0.72% | Q2 2018 | Q3 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Chesapeake Wealth Management | 6 | 6 | 0.12% | 0.35% | 0.45% | Q3 2019 | Q4 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Ridgewood Investments LLC | 4 | 2 | 0.02% | 0.33% | 0.51% | Q1 2021 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.07% | 0.13% | 0.34% | Q2 2013 | Q3 2014 | 6 |
JMG Financial Group, Ltd. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Ergoteles LLC | 3 | 1 | 0.05% | 0.33% | 0.92% | Q4 2020 | Q2 2023 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.28% | 0.73% | 1.34% | Q1 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.10% | 0.19% | 0.31% | Q1 2021 | Q2 2023 | 6 |
Corton Capital Inc. | 6 | 6 | 0.34% | 0.48% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Coastal Bridge Advisors, LLC | 5 | 1 | 0.07% | 0.08% | 0.10% | Q3 2017 | Q3 2022 | 6 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q2 2023 | 6 |
TLP GROUP LLC | 4 | 1 | 0.00% | 0.17% | 0.38% | Q1 2016 | Q2 2018 | 6 |
Cheviot Value Management, LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
MACRO Consulting Group | 6 | 6 | 0.26% | 0.33% | 0.46% | Q1 2020 | Q2 2021 | 6 |
PointState Capital LP | 2 | 1 | 0.02% | 0.34% | 1.25% | Q4 2014 | Q3 2022 | 6 |
Folger Hill Asset Management LP | 3 | 1 | 0.13% | 0.51% | 1.11% | Q1 2016 | Q4 2017 | 6 |
SHUFRO ROSE & CO LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SENTINEL ASSET MANAGEMENT, INC. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Wescott Financial Advisory Group, LLC | 6 | 6 | 0.16% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Coastline Trust Co | 6 | 6 | 0.05% | 0.40% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 1.35% | 2.29% | Q1 2022 | Q2 2023 | 6 |
Lattice Capital Management, LLC | 6 | 6 | 0.04% | 0.37% | 0.97% | Q4 2021 | Q1 2023 | 6 |
Veritas Investment Management LLP | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2013 | Q4 2015 | 6 |
ADAMCAPITAL Gestao de Recursos Ltda. | 4 | 2 | 0.46% | 2.28% | 3.00% | Q2 2020 | Q4 2021 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.32% | 0.39% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Elm Ridge Management, LLC | 6 | 6 | 2.68% | 3.19% | 3.85% | Q2 2013 | Q3 2014 | 6 |
KBC Group NV | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Wealth Advisory Solutions, LLC | 4 | 2 | 0.00% | 0.56% | 1.38% | Q4 2020 | Q2 2022 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.08% | 0.82% | 1.78% | Q3 2018 | Q4 2019 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 2.59% | 2.66% | 2.79% | Q4 2016 | Q1 2018 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.45% | 0.86% | 1.68% | Q4 2019 | Q3 2023 | 6 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.09% | 0.81% | 1.60% | Q4 2017 | Q1 2021 | 6 |
CLOUGH CAPITAL PARTNERS L P | 4 | 2 | 0.04% | 0.61% | 2.41% | Q1 2022 | Q3 2023 | 6 |
Parametrica Management Ltd | 2 | 1 | 0.10% | 0.34% | 0.58% | Q2 2017 | Q1 2021 | 6 |
Fountainhead AM, LLC | 4 | 1 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 5 |
WEXFORD CAPITAL LP | 2 | 1 | 0.04% | 0.45% | 1.30% | Q1 2014 | Q4 2022 | 5 |
ASSET ADVISORS CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.12% | 0.22% | 0.39% | Q2 2013 | Q2 2014 | 5 |
HENDLEY & CO INC | 5 | 5 | 0.18% | 0.20% | 0.24% | Q3 2020 | Q3 2021 | 5 |
CAPITAL CITY TRUST CO/FL | 2 | 1 | 0.05% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 5 |
HARVEST CAPITAL MANAGEMENT INC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q2 2019 | 5 |
WHITE PINE CAPITAL LLC | 5 | 5 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q2 2022 | 5 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.15% | 0.23% | 0.32% | Q4 2017 | Q4 2019 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 5 | 5 | 0.13% | 0.20% | 0.26% | Q3 2022 | Q3 2023 | 5 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.34% | 0.83% | 1.33% | Q2 2013 | Q2 2014 | 5 |
MASON CAPITAL MANAGEMENT LLC | 4 | 1 | 0.13% | 0.59% | 0.98% | Q1 2021 | Q4 2022 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q4 2022 | 5 |
NOESIS CAPITAL MANGEMENT CORP | 4 | 1 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q3 2020 | 5 |
Hillman Capital Management, Inc. | 5 | 5 | 0.12% | 0.79% | 1.07% | Q4 2020 | Q4 2021 | 5 |
Weil Company, Inc. | 4 | 1 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q3 2023 | 5 |
Passport Capital, LLC | 5 | 5 | 0.12% | 0.59% | 1.37% | Q4 2015 | Q4 2016 | 5 |
BBR PARTNERS, LLC | 3 | 2 | 0.02% | 0.19% | 0.35% | Q4 2019 | Q2 2021 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q2 2014 | 5 |
TT INTERNATIONAL | 5 | 5 | 0.05% | 0.21% | 0.28% | Q1 2017 | Q1 2018 | 5 |
JBF Capital, Inc. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 5 |
RiverPark Advisors, LLC | 4 | 1 | 0.35% | 0.70% | 1.18% | Q1 2020 | Q3 2023 | 5 |
Ninety One SA (PTY) Ltd | 5 | 5 | 0.33% | 0.48% | 0.82% | Q3 2020 | Q3 2021 | 5 |
Bank of Kentucky, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2015 | 5 |
JOYN Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Asset Allocation & Management Company, LLC | 4 | 1 | 0.08% | 0.31% | 0.52% | Q4 2019 | Q3 2022 | 5 |
Retirement Planning Group, LLC | 3 | 2 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q3 2023 | 5 |
Stelac Advisory Services LLC | 5 | 5 | 0.02% | 0.10% | 0.15% | Q2 2020 | Q2 2021 | 5 |
CapWealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 5 |
J.Safra Asset Management Corp | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
BANQUE PICTET & CIE SA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2019 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.36% | 0.46% | 0.52% | Q2 2013 | Q2 2014 | 5 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 1 | 0.78% | 0.85% | 0.92% | Q2 2018 | Q3 2023 | 5 |
Waratah Capital Advisors Ltd. | 3 | 1 | 0.06% | 0.19% | 0.39% | Q2 2015 | Q3 2019 | 5 |
Anchor Bolt Capital, LP | 4 | 1 | 0.12% | 0.39% | 0.77% | Q3 2015 | Q4 2016 | 5 |
Regent Investment Management LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Oxbow Advisors, LLC | 4 | 1 | 0.03% | 0.75% | 1.06% | Q4 2019 | Q4 2021 | 5 |
DC Investments Management, LLC | 2 | 1 | 0.09% | 0.39% | 0.75% | Q4 2017 | Q4 2021 | 5 |
Jolley Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q2 2018 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.41% | 1.02% | 1.55% | Q1 2016 | Q1 2017 | 5 |
Interval Partners, LP | 4 | 1 | 0.12% | 0.22% | 0.31% | Q1 2020 | Q3 2022 | 5 |
TIDE POINT CAPITAL MANAGEMENT, LP | 3 | 2 | 1.65% | 2.29% | 3.01% | Q3 2015 | Q2 2017 | 5 |
SECOR Capital Advisors, LP | 2 | 1 | 0.08% | 0.14% | 0.18% | Q3 2016 | Q2 2018 | 5 |
LUCUS ADVISORS LLC | 3 | 2 | 0.21% | 0.38% | 0.50% | Q4 2014 | Q1 2018 | 5 |
RIVERPARK CAPITAL MANAGEMENT LLC | 4 | 1 | 0.52% | 1.31% | 1.90% | Q1 2020 | Q3 2023 | 5 |
Lighthouse Financial Advisors, Inc. | 5 | 5 | 0.51% | 0.63% | 0.79% | Q4 2019 | Q4 2020 | 5 |
Concorde Asset Management, LLC | 3 | 1 | 0.18% | 0.32% | 0.52% | Q1 2015 | Q4 2022 | 5 |
Eukles Asset Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Price Capital Management, Inc. | 2 | 1 | 0.02% | 0.65% | 1.04% | Q1 2015 | Q4 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.06% | 0.15% | Q1 2015 | Q1 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.27% | 0.32% | 0.35% | Q2 2015 | Q2 2016 | 5 |
Roble, Belko & Company, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q2 2017 | 5 |
Invictus RG | 3 | 2 | 0.00% | 0.05% | 0.10% | Q2 2016 | Q3 2017 | 5 |
Mandatum Life Insurance Co Ltd | 5 | 5 | 0.06% | 0.08% | 0.13% | Q4 2016 | Q4 2017 | 5 |
Cardan Capital Partners, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2020 | 5 |
Schneider Downs Wealth Management Advisors, LP | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2022 | 5 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.01% | 0.29% | 0.41% | Q1 2022 | Q3 2023 | 5 |
Arbor Wealth Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q4 2021 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.05% | 0.09% | 0.12% | Q4 2017 | Q4 2018 | 5 |
Premier Fund Managers Ltd | 5 | 5 | 2.29% | 2.65% | 3.30% | Q4 2015 | Q4 2016 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Phoenix Holdings Ltd. | 3 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Yellowstone Partners, LLC | 3 | 2 | 0.20% | 0.28% | 0.38% | Q1 2016 | Q4 2017 | 5 |
Bridgeworth, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 5 |
Welch Investments, LLC | 5 | 5 | 3.18% | 3.24% | 3.35% | Q4 2016 | Q4 2017 | 5 |
ICICI Prudential Asset Management Co Ltd | 5 | 5 | 0.84% | 1.88% | 2.69% | Q4 2020 | Q4 2021 | 5 |
PagnatoKarp Partners LLC | 5 | 5 | 0.08% | 0.09% | 0.12% | Q1 2019 | Q1 2020 | 5 |
Aevitas Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Landmark Wealth Management, LLC | 3 | 1 | 0.03% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 5 |
Murphy, Middleton, Hinkle & Parker, Inc. | 3 | 2 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q2 2023 | 5 |
New Potomac Partners, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q4 2018 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
Atom Investors LP | 4 | 1 | 0.02% | 0.27% | 0.61% | Q3 2020 | Q3 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.36% | 0.46% | 0.74% | Q2 2020 | Q3 2021 | 5 |
AJ WEALTH STRATEGIES, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.40% | 0.52% | 0.72% | Q4 2018 | Q4 2019 | 5 |
B&D White Capital Company, LLC | 4 | 1 | 0.53% | 16.01% | 34.57% | Q4 2020 | Q3 2023 | 5 |
Monte Financial Group, LLC | 5 | 5 | 2.29% | 2.40% | 2.47% | Q1 2022 | Q1 2023 | 5 |
Oak Thistle LLC | 3 | 2 | 0.16% | 0.35% | 0.79% | Q1 2022 | Q3 2023 | 5 |
Sargent Investment Group, LLC | 4 | 1 | 0.07% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Foster Victor Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
OneAscent Financial Services LLC | 4 | 1 | 0.11% | 0.21% | 0.38% | Q2 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Belmont Capital, LLC | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 4 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Blueprint Investment Partners LLC | 5 | 5 | 0.09% | 0.11% | 0.15% | Q1 2022 | Q1 2023 | 5 |
GPM Growth Investors, Inc. | 5 | 5 | 1.18% | 1.49% | 1.82% | Q3 2020 | Q3 2021 | 5 |
General Partner, Inc. | 5 | 5 | 0.26% | 0.27% | 0.30% | Q4 2022 | Q4 2023 | 5 |
Value Partners Investments Inc. | 5 | 5 | 2.88% | 4.13% | 4.95% | Q2 2021 | Q2 2022 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.32% | 0.41% | 0.67% | Q4 2019 | Q3 2022 | 5 |
Fusion Capital, LLC | 5 | 5 | 2.35% | 2.76% | 3.13% | Q4 2019 | Q4 2020 | 5 |
Aquatic Capital Management LLC | 2 | 1 | 0.07% | 0.42% | 1.05% | Q4 2021 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q4 2020 | 5 |
Westshore Wealth, LLC | 3 | 2 | 0.10% | 0.17% | 0.25% | Q1 2021 | Q2 2023 | 5 |
Hickory Lane Capital Management LP | 5 | 5 | 2.16% | 3.74% | 4.92% | Q1 2022 | Q1 2023 | 5 |
BNC WEALTH MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.94% | 1.36% | Q3 2020 | Q4 2022 | 5 |
CHIRON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.29% | 0.62% | 1.11% | Q3 2021 | Q3 2022 | 5 |
Birchcreek Wealth Management, LLC | 4 | 1 | 0.09% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 5 |
Allegheny Financial Group LTD | 5 | 5 | 0.11% | 0.13% | 0.18% | Q4 2020 | Q4 2021 | 5 |
OneAscent Wealth Management LLC | 4 | 1 | 0.09% | 0.14% | 0.20% | Q2 2022 | Q3 2023 | 5 |
APOGEM CAPITAL LLC | 5 | 5 | 0.25% | 0.37% | 0.50% | Q4 2020 | Q4 2021 | 5 |
Tower Wealth Partners, Inc. | 3 | 2 | 0.17% | 0.21% | 0.26% | Q1 2021 | Q1 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.11% | 0.26% | Q2 2021 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.06% | 0.19% | 0.35% | Q4 2020 | Q4 2021 | 5 |
Dentgroup LLC | 5 | 5 | 0.22% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Blue Barn Wealth, LLC | 5 | 5 | 0.15% | 0.18% | 0.20% | Q4 2021 | Q4 2022 | 5 |
Lifeworks Advisors, LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
DB Fitzpatrick & Co, Inc | 5 | 5 | 1.02% | 1.19% | 1.34% | Q3 2022 | Q3 2023 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 2.21% | 2.66% | 3.73% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.08% | 0.19% | 0.29% | Q4 2021 | Q4 2022 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.72% | 0.94% | 1.08% | Q4 2021 | Q4 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.22% | 0.61% | 0.85% | Q4 2021 | Q2 2023 | 5 |
WMG Financial Advisors, LLC | 5 | 5 | 0.16% | 0.21% | 0.29% | Q4 2021 | Q4 2022 | 5 |
AIRE ADVISORS, LLC | 5 | 5 | 0.08% | 0.10% | 0.10% | Q4 2021 | Q4 2022 | 5 |
EdgeRock Capital LLC | 5 | 5 | 0.17% | 1.02% | 1.75% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q4 2023 | 5 |
BancFirst Trust & Investment Management | 3 | 1 | 0.09% | 0.12% | 0.15% | Q1 2022 | Q4 2023 | 5 |
West Wealth Group, LLC | 4 | 1 | 0.10% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 5 |
TRIAD FINANCIAL ADVISORS, INC. | 5 | 5 | 0.19% | 0.21% | 0.22% | Q4 2021 | Q4 2022 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 0.53% | 0.72% | 0.86% | Q4 2021 | Q4 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.16% | 0.22% | 0.28% | Q3 2022 | Q3 2023 | 5 |
RETIREMENT GUYS FORMULA LLC | 5 | 5 | 0.38% | 0.45% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Drake & Associates, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
CASTLE WEALTH MANAGEMENT LLC | 3 | 2 | 0.01% | 0.18% | 0.33% | Q2 2022 | Q3 2023 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
First National Advisers, LLC | 5 | 5 | 0.12% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
ASB Consultores, LLC | 3 | 2 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q2 2023 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 0.39% | 0.48% | 0.59% | Q3 2022 | Q3 2023 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 1.46% | 1.69% | 1.85% | Q3 2022 | Q3 2023 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 5.25% | 5.47% | 5.66% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.20% | 0.29% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.54% | 0.61% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q4 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.05% | 0.70% | 0.96% | Q2 2013 | Q2 2021 | 5 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.02% | 0.53% | 1.04% | Q2 2013 | Q3 2016 | 5 |
DALTON GREINER HARTMAN MAHER & CO | 5 | 5 | 0.18% | 0.38% | 0.75% | Q1 2020 | Q1 2021 | 5 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 0.33% | 1.87% | 3.32% | Q1 2019 | Q4 2021 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 0.27% | 0.64% | 0.89% | Q4 2020 | Q4 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.35% | 0.42% | 0.47% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.14% | 0.27% | Q4 2016 | Q4 2017 | 5 |
American Beacon Advisors, Inc. | 5 | 5 | 1.28% | 1.77% | 2.18% | Q3 2017 | Q3 2018 | 5 |
PEOPLES BANK /OH | 3 | 2 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q2 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2019 | 5 |
DENVER INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Leucadia National | 4 | 4 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 5 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 4 |
Hamilton Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
W.H. Cornerstone Investments Inc. | 4 | 4 | 0.19% | 0.23% | 0.37% | Q3 2022 | Q2 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.32% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.54% | 0.62% | 0.84% | Q1 2023 | Q4 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.48% | 0.52% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.33% | 0.50% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.95% | 0.97% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.26% | 0.33% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Talisman Wealth Advisors LLC | 4 | 4 | 0.47% | 0.53% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.23% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.55% | 0.75% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.28% | 0.67% | 0.84% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.38% | 0.42% | 0.44% | Q4 2022 | Q3 2023 | 4 |
DSC Advisors, L.P. | 3 | 1 | 0.04% | 0.09% | 0.15% | Q2 2019 | Q1 2021 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 2.49% | 2.76% | 3.02% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.42% | 0.45% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.07% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.18% | 0.23% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.58% | 0.71% | 0.87% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.17% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.23% | 0.29% | 0.36% | Q4 2022 | Q3 2023 | 4 |
TCG Advisors, LP | 2 | 1 | 0.03% | 0.20% | 0.29% | Q1 2019 | Q2 2020 | 4 |
Round Rock Advisors, LLC | 4 | 4 | 0.30% | 0.34% | 0.37% | Q1 2022 | Q4 2022 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.21% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.10% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.58% | 0.78% | 1.01% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.27% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.50% | 0.51% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.04% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
WC Walker & Associates, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q4 2022 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 3.54% | 4.34% | 5.17% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 1.70% | 1.99% | 2.25% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.07% | 0.18% | 0.48% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.79% | 0.90% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 1.19% | 1.36% | 1.52% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 2.12% | 2.40% | 2.64% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.23% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.10% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.30% | 0.34% | 0.41% | Q3 2019 | Q3 2022 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.26% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.72% | 0.88% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
E Fund Management Co., Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
Truadvice, LLC | 4 | 4 | 0.07% | 0.14% | 0.26% | Q3 2020 | Q2 2021 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q3 2020 | 4 |
JFG Wealth Management, LLC | 3 | 1 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q4 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2014 | 4 |
COHEN LAWRENCE B | 2 | 1 | 0.11% | 0.18% | 0.27% | Q2 2019 | Q4 2022 | 4 |
Voit & Company, LLC | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2018 | Q3 2019 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 4 |
Platte River Wealth Advisors, LLC | 3 | 1 | 0.78% | 0.99% | 1.14% | Q4 2019 | Q4 2020 | 4 |
Cerro Pacific Wealth Advisors LLC | 4 | 4 | 0.21% | 0.27% | 0.39% | Q2 2022 | Q1 2023 | 4 |
Windsor Creek Advisors, LLC | 3 | 1 | 0.02% | 0.38% | 0.95% | Q4 2018 | Q1 2020 | 4 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2020 | 4 |
REBALANCE, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 4 |
First Citizens Financial Corp | 4 | 4 | 0.22% | 0.27% | 0.32% | Q4 2019 | Q3 2020 | 4 |
Benedetti & Gucer, Inc. | 3 | 1 | 0.16% | 0.20% | 0.27% | Q1 2022 | Q3 2023 | 4 |
HighVista Strategies LLC | 2 | 1 | 0.06% | 0.13% | 0.20% | Q2 2017 | Q2 2019 | 4 |
Seminole Management Co., Inc. | 2 | 2 | 0.03% | 0.82% | 1.79% | Q1 2014 | Q3 2015 | 4 |
MQS Management LLC | 2 | 2 | 0.25% | 0.32% | 0.45% | Q2 2022 | Q3 2023 | 4 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 4 |
Virginia National Bank | 2 | 2 | 0.13% | 0.17% | 0.20% | Q3 2018 | Q4 2019 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
FORTALEZA ASSET MANAGEMENT INC/ | 4 | 4 | 1.73% | 1.86% | 2.09% | Q4 2015 | Q3 2016 | 4 |
FIDUCIARY SERVICES CORP/GA | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2014 | Q1 2015 | 4 |
Sunburst Financial Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Man Investments Ltd | 2 | 2 | 0.11% | 0.17% | 0.26% | Q2 2013 | Q2 2014 | 4 |
Spartan Planning & Wealth Management | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q4 2022 | 4 |
XTX Topco Ltd | 4 | 4 | 0.12% | 0.31% | 0.65% | Q3 2022 | Q2 2023 | 4 |
TradeLink Global Equity LLC | 2 | 2 | 0.03% | 0.27% | 0.65% | Q3 2013 | Q4 2014 | 4 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
AdvisorShares Investments LLC | 4 | 4 | 0.01% | 0.07% | 0.13% | Q2 2022 | Q1 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.08% | 0.27% | 0.50% | Q4 2018 | Q3 2020 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 1.52% | 1.71% | 1.94% | Q4 2022 | Q3 2023 | 4 |
Winthrop Advisory Group LLC | 3 | 1 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q1 2022 | 4 |
INCEPTIONR LLC | 4 | 4 | 0.36% | 0.52% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Barnett & Company, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2021 | 4 |
Jabre Capital Partners S.A. | 3 | 1 | 0.08% | 0.29% | 0.76% | Q2 2013 | Q2 2017 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.20% | 0.42% | 0.54% | Q4 2017 | Q3 2018 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2017 | Q2 2018 | 4 |
Modus Advisors, LLC | 3 | 1 | 0.02% | 0.29% | 0.63% | Q4 2019 | Q2 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MARIPAU WEALTH MANAGEMENT LLC | 3 | 1 | 0.18% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 4 |
Fosun International Ltd | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 4 |
LRT Capital Management, LLC | 2 | 2 | 0.29% | 0.93% | 1.83% | Q2 2022 | Q2 2023 | 4 |
Indices-Pac Research Corp. | 4 | 4 | 0.18% | 0.47% | 1.12% | Q2 2013 | Q1 2014 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.37% | 0.46% | 0.55% | Q2 2013 | Q1 2014 | 4 |
McLean Asset Management Corp | 2 | 2 | 0.08% | 0.10% | 0.15% | Q1 2022 | Q1 2023 | 4 |
Paralel Advisors LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Standard Family Office LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 4 |
SCOGGIN MANAGEMENT LP | 3 | 1 | 0.08% | 0.53% | 0.85% | Q1 2015 | Q4 2019 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
55I, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 4 |
Accretive Wealth Partners, LLC | 4 | 4 | 0.67% | 0.71% | 0.74% | Q4 2020 | Q3 2021 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.19% | 0.20% | 0.22% | Q3 2017 | Q2 2018 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 0.55% | 0.60% | 0.66% | Q1 2017 | Q4 2017 | 4 |
MONTRUSCO BOLTON INVESTMENTS INC. | 3 | 1 | 0.01% | 0.05% | 0.07% | Q1 2014 | Q2 2016 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q2 2021 | 4 |
Huber Financial Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q1 2020 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.12% | 0.18% | 0.27% | Q2 2017 | Q1 2018 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 4 | 4 | 0.26% | 0.66% | 0.90% | Q3 2018 | Q2 2019 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.82% | 1.13% | 1.40% | Q4 2021 | Q3 2022 | 4 |
Oak Asset Management, LLC | 3 | 1 | 0.09% | 0.12% | 0.14% | Q2 2019 | Q4 2022 | 4 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.10% | 0.25% | Q3 2014 | Q2 2022 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sanders Capital, LLC | 4 | 4 | 1.28% | 1.49% | 1.65% | Q4 2010 | Q3 2011 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
SYMONS CAPITAL MANAGEMENT INC | 4 | 4 | 3.19% | 3.62% | 3.91% | Q4 2020 | Q3 2021 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.58% | 0.69% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Diametric Capital, LP | 2 | 2 | 0.10% | 0.54% | 0.87% | Q4 2021 | Q2 2023 | 4 |
Arbiter Partners Capital Management LLC | 4 | 4 | 0.08% | 0.14% | 0.20% | Q1 2021 | Q4 2021 | 4 |
MSD Partners, L.P. | 4 | 4 | 0.48% | 1.39% | 1.91% | Q1 2021 | Q4 2021 | 4 |
Relyea Zuckerberg Hanson LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q2 2023 | 4 |
Kessler Investment Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 1.69% | 2.08% | 2.26% | Q4 2017 | Q3 2018 | 4 |
KEELEY ASSET MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Providence First Trust Co | 4 | 4 | 0.34% | 0.40% | 0.48% | Q3 2019 | Q2 2020 | 4 |
Peak Capital Management LLC | 3 | 1 | 0.63% | 0.78% | 1.11% | Q2 2017 | Q2 2018 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Echo45 Advisors LLC | 3 | 1 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q4 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.13% | 0.32% | 0.56% | Q4 2022 | Q3 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.32% | 0.41% | 0.55% | Q2 2021 | Q1 2022 | 4 |
Sweet Financial Partners, LLC | 4 | 4 | 0.14% | 0.20% | 0.26% | Q1 2022 | Q4 2022 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.28% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 1.86% | 2.27% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Investment Group, LLC | 4 | 4 | 0.02% | 0.12% | 0.23% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.06% | 1.27% | 1.43% | Q4 2021 | Q3 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.14% | 1.32% | 1.48% | Q2 2013 | Q1 2014 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 4 |
VALLEY NATIONAL BANCORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.20% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Whitnell & Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 4 |
1900 WEALTH MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Schooner Investment Group, LLC. | 4 | 4 | 0.35% | 0.46% | 0.64% | Q4 2014 | Q3 2015 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.06% | 0.19% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 4 |
Cornerstone Retirement Group, Inc. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
COLUMBIA CAPITAL LLC | 4 | 4 | 0.10% | 1.46% | 4.26% | Q1 2014 | Q4 2014 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
626 Financial, LLC | 3 | 1 | 0.30% | 0.38% | 0.42% | Q1 2021 | Q2 2022 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 1.26% | 1.53% | 1.72% | Q4 2019 | Q3 2020 | 4 |
Beacon Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 4 |
LEO BROKERAGE, LLC | 2 | 2 | 0.06% | 0.11% | 0.17% | Q1 2022 | Q2 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.32% | 0.47% | 0.56% | Q4 2013 | Q3 2014 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Connecticut Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Arthur Zaske & Associates, LLC | 4 | 4 | 0.15% | 0.22% | 0.28% | Q1 2017 | Q4 2017 | 4 |
Alpine Global Management, LLC | 3 | 1 | 0.03% | 0.14% | 0.22% | Q4 2014 | Q1 2017 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
QCM Cayman, Ltd. | 1 | 1 | 0.46% | 0.85% | 1.17% | Q4 2017 | Q1 2022 | 4 |
DELTA FINANCIAL ADVISORS LLC | 4 | 4 | 0.11% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.21% | 0.34% | 0.57% | Q2 2014 | Q2 2019 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 0.90% | 0.98% | 1.06% | Q1 2017 | Q4 2017 | 4 |
ELEFANTE MICHAEL B | 4 | 4 | 0.06% | 0.09% | 0.16% | Q1 2014 | Q4 2014 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
LifePro Asset Management | 4 | 4 | 0.17% | 0.24% | 0.31% | Q3 2022 | Q2 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.09% | 0.42% | 1.32% | Q4 2019 | Q1 2023 | 4 |
Kinsale Capital Group, Inc. | 4 | 4 | 0.35% | 0.67% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Whitegate Investment Counselors, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Capstone Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Permanens Capital L.P. | 2 | 2 | 0.00% | 0.28% | 0.66% | Q3 2019 | Q3 2023 | 4 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 1 | 0.05% | 1.26% | 3.22% | Q4 2013 | Q3 2015 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Paragon Private Wealth Management, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SCHOLTZ & COMPANY, LLC | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2019 | Q3 2020 | 4 |
KDI CAPITAL PARTNERS LLC | 3 | 1 | 0.85% | 1.47% | 2.06% | Q3 2018 | Q1 2020 | 4 |
Alpha Omega Wealth Management LLC | 4 | 4 | 0.14% | 0.18% | 0.31% | Q2 2019 | Q1 2020 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.61% | 0.72% | 0.86% | Q4 2014 | Q3 2015 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Arvest Bank Trust Division | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2021 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 1.32% | 1.56% | 1.76% | Q4 2022 | Q3 2023 | 4 |
WRAPMANAGER INC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q4 2021 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Borer Denton & Associates, Inc. | 4 | 4 | 0.11% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Deane Retirement Strategies, Inc. | 4 | 4 | 1.23% | 1.30% | 1.37% | Q3 2019 | Q2 2020 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.22% | 0.42% | Q2 2013 | Q2 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Group, Inc. | 4 | 4 | 0.37% | 0.47% | 0.54% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
ANTIPODES PARTNERS Ltd | 4 | 4 | 0.01% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.25% | 0.30% | 0.39% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.91% | 1.26% | 1.69% | Q4 2022 | Q3 2023 | 4 |
Tradewinds, LLC. | 2 | 1 | 0.29% | 0.32% | 0.34% | Q2 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEPH & CO | 3 | 1 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
OptiFour Integrated Wealth Management, LLC | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2017 | Q3 2018 | 4 |
Tevis Investment Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.03% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
KEMPNER CAPITAL MANAGEMENT INC. | 4 | 4 | 1.24% | 1.47% | 1.96% | Q1 2021 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.26% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Man Group plc | 4 | 4 | 0.02% | 0.15% | 0.44% | Q1 2018 | Q4 2018 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.22% | 0.29% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 2.02% | 2.28% | 2.61% | Q3 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.02% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.21% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.44% | 0.48% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 1.13% | 1.18% | 1.23% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 1.98% | 2.20% | 2.50% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q1 2017 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 2.54% | 3.10% | 3.77% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.19% | 0.23% | 0.30% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.24% | 0.39% | 0.50% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.26% | 0.30% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.18% | 1.32% | 1.47% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 1.59% | 1.82% | 2.16% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.37% | 0.42% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Van Leeuwen & Company, LLC | 3 | 1 | 0.49% | 0.93% | 1.52% | Q3 2018 | Q2 2023 | 4 |
DAVIS SELECTED ADVISERS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Alpha Family Trust | 3 | 3 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q2 2023 | 3 |
MENLO ADVISORS LLC | 3 | 3 | 2.69% | 3.21% | 3.61% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.13% | 0.25% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.50% | 0.54% | 0.59% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
EVEXIA WEALTH LLC | 3 | 3 | 2.85% | 3.16% | 3.46% | Q1 2023 | Q3 2023 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 0.10% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
CHANNEL WEALTH LLC | 2 | 1 | 0.10% | 0.15% | 0.19% | Q1 2023 | Q4 2023 | 3 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.22% | 0.47% | 0.66% | Q4 2019 | Q2 2022 | 3 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.14% | 0.19% | 0.25% | Q3 2013 | Q1 2015 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 1 | 0.18% | 0.19% | 0.20% | Q4 2019 | Q3 2020 | 3 |
Cranbrook Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Flaharty Asset Management, LLC | 2 | 1 | 0.00% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 3 |
Lodestone Wealth Management LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Invenomic Capital Management LP | 3 | 3 | 0.10% | 0.59% | 0.86% | Q4 2020 | Q2 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.34% | 0.41% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Aspire Wealth Management Corp | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Pegasus Partners Ltd. | 3 | 3 | 0.12% | 0.27% | 0.48% | Q2 2019 | Q4 2019 | 3 |
Ullmann Wealth Partners Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.16% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.20% | 0.32% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.37% | 0.42% | 0.45% | Q1 2022 | Q3 2022 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Capital Advantage, Inc. | 3 | 3 | 0.14% | 0.21% | 0.32% | Q2 2020 | Q4 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
SWMG, LLC | 2 | 1 | 0.13% | 0.22% | 0.35% | Q1 2022 | Q2 2023 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 3 | 1.35% | 1.41% | 1.44% | Q4 2022 | Q2 2023 | 3 |
MANA Advisors LLC | 3 | 3 | 1.32% | 3.77% | 8.33% | Q2 2020 | Q4 2020 | 3 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.28% | 0.32% | 0.34% | Q2 2021 | Q2 2023 | 3 |
Dominick & Dominick LLC | 3 | 3 | 0.46% | 0.51% | 0.55% | Q2 2014 | Q4 2014 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 1.04% | 1.08% | 1.14% | Q1 2023 | Q3 2023 | 3 |
XY Capital Ltd | 1 | 1 | 0.29% | 0.46% | 0.54% | Q3 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 3 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.07% | 0.10% | Q3 2014 | Q1 2015 | 3 |
Horizon Family Wealth, Inc. | 3 | 3 | 0.22% | 0.25% | 0.26% | Q1 2022 | Q3 2022 | 3 |
Safeguard Investment Advisory Group, LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 1 | 0.30% | 0.50% | 0.77% | Q1 2021 | Q4 2021 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.05% | 0.38% | 0.78% | Q1 2023 | Q3 2023 | 3 |
iSAM Funds (UK) Ltd | 2 | 1 | 0.71% | 0.97% | 1.38% | Q4 2022 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2021 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
DESCHAINE & COMPANY, LLC | 3 | 3 | 3.30% | 3.43% | 3.66% | Q4 2014 | Q2 2015 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.18% | 0.24% | 0.30% | Q2 2023 | Q4 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.30% | 0.34% | 0.36% | Q2 2013 | Q4 2013 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.08% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.78% | 0.86% | 0.96% | Q1 2023 | Q3 2023 | 3 |
HFG Advisors, Inc. | 3 | 3 | 0.22% | 0.24% | 0.27% | Q4 2022 | Q2 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.29% | 0.37% | 0.47% | Q4 2022 | Q2 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Benson Investment Management Company, Inc. | 3 | 3 | 1.88% | 2.05% | 2.24% | Q1 2021 | Q3 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
LGT Group Foundation | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2018 | Q3 2018 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.43% | 0.64% | 0.86% | Q1 2023 | Q3 2023 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.16% | 0.20% | 0.27% | Q3 2019 | Q2 2020 | 3 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 0.21% | 0.25% | 0.27% | Q4 2019 | Q2 2020 | 3 |
Seed Wealth Management, Inc. | 3 | 3 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
TANAKA CAPITAL MANAGEMENT INC | 3 | 3 | 0.60% | 0.61% | 0.64% | Q1 2021 | Q3 2021 | 3 |
Voleon Capital Management LP | 2 | 1 | 0.42% | 1.13% | 2.50% | Q2 2019 | Q4 2020 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.02% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.12% | 0.58% | 1.05% | Q2 2020 | Q2 2022 | 3 |
LILLEY & CO | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2013 | Q2 2014 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.25% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 3 |
GRANDFIELD & DODD, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 3 | 3 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q4 2020 | 3 |
REGATTA CAPITAL GROUP, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Malaga Cove Capital, LLC | 2 | 1 | 0.11% | 0.20% | 0.29% | Q3 2021 | Q4 2022 | 3 |
HARRIS ASSOCIATES L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.01% | 0.27% | 0.77% | Q3 2019 | Q2 2020 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 3 | 0.70% | 0.80% | 0.89% | Q2 2019 | Q4 2019 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 2 | 1 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
MRJ CAPITAL INC | 3 | 3 | 0.27% | 0.30% | 0.33% | Q2 2013 | Q4 2013 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q1 2018 | 3 |
Manhattan West Asset Management, LLC | 2 | 1 | 0.12% | 0.37% | 0.84% | Q4 2021 | Q3 2023 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.39% | 0.56% | 0.66% | Q1 2016 | Q3 2016 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q3 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.00% | 0.57% | 1.06% | Q1 2023 | Q3 2023 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.27% | 0.37% | 0.56% | Q2 2018 | Q3 2019 | 3 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.16% | 0.32% | Q1 2014 | Q3 2015 | 3 |
Power Corp of Canada | 3 | 3 | 0.31% | 0.48% | 0.58% | Q1 2023 | Q3 2023 | 3 |
EverPoint Asset Management, LLC | 2 | 1 | 0.04% | 0.11% | 0.16% | Q4 2014 | Q1 2016 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.22% | 0.24% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Slocum, Gordon & Co LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Orca Investment Management, LLC | 3 | 3 | 1.36% | 1.40% | 1.42% | Q1 2016 | Q3 2016 | 3 |
GQ Asset Management, LLC | 2 | 1 | 0.16% | 0.34% | 0.68% | Q1 2019 | Q4 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Noked Israel Ltd | 3 | 3 | 0.37% | 0.48% | 0.66% | Q2 2019 | Q4 2019 | 3 |
SHERBROOKE PARK ADVISERS LLC | 2 | 1 | 0.64% | 0.84% | 1.20% | Q4 2022 | Q3 2023 | 3 |
PATTON FUND MANAGEMENT, INC. | 3 | 3 | 0.49% | 0.64% | 0.92% | Q4 2022 | Q2 2023 | 3 |
Columbia Asset Management | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.31% | 0.36% | 0.39% | Q1 2022 | Q3 2022 | 3 |
PRIVATE ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.11% | 0.55% | 0.90% | Q2 2013 | Q4 2013 | 3 |
MPS Loria Financial Planners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2021 | 3 |
First Bancorp, Inc /ME/ | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q2 2023 | 3 |
ADE, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2021 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Wealth Advisors of Tampa Bay, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Broderick Brian C | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Pinz Capital Management, LP | 2 | 1 | 0.03% | 0.07% | 0.14% | Q4 2019 | Q1 2021 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 1.57% | 1.61% | 1.68% | Q4 2020 | Q2 2021 | 3 |
Eisler Capital (US) LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2023 | Q3 2023 | 3 |
Kidder Stephen W | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Espalier Global Management LLC | 2 | 1 | 0.29% | 1.90% | 3.88% | Q4 2015 | Q3 2016 | 3 |
ADAR Investment Management LP | 3 | 3 | 0.18% | 4.00% | 11.59% | Q2 2013 | Q4 2013 | 3 |
Von Berge Wealth Management Group, LLC | 2 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2023 | 3 |
Zweig-DiMenna Associates LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Syverson Strege & Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q4 2022 | 3 |
Sandy Cove Advisors, LLC | 2 | 1 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
CLARK ESTATES INC/NY | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Mader & Shannon Wealth Management, Inc. | 3 | 3 | 2.24% | 2.67% | 2.92% | Q2 2020 | Q4 2020 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.09% | 0.22% | Q2 2016 | Q1 2019 | 3 |
F/M Investments LLC | 2 | 1 | 0.18% | 0.83% | 2.13% | Q4 2020 | Q1 2022 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q2 2020 | 3 |
TODD ASSET MANAGEMENT LLC | 3 | 3 | 0.41% | 0.56% | 0.71% | Q2 2020 | Q4 2020 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.02% | 0.14% | 0.21% | Q2 2022 | Q3 2022 | 3 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.04% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 3 |
PA Capital LLC | 3 | 3 | 0.57% | 0.61% | 0.66% | Q1 2020 | Q3 2020 | 3 |
Qsemble Capital Management, LP | 3 | 3 | 0.29% | 0.69% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 3 |
Capstone Triton Financial Group, LLC | 2 | 1 | 0.04% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 3 |
Boulegeris Investments, Inc. | 3 | 3 | 0.58% | 0.88% | 1.07% | Q3 2014 | Q1 2015 | 3 |
Walkner Condon Financial Advisors LLC | 3 | 3 | 0.06% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2013 | 3 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 3 |
Fermata Advisors, LLC | 2 | 1 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q1 2022 | 3 |
IFS Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
FolioMetrix LLC | 3 | 3 | 0.14% | 0.32% | 0.44% | Q4 2014 | Q2 2015 | 3 |
Apexium Financial, LP | 2 | 1 | 0.02% | 0.07% | 0.16% | Q2 2021 | Q3 2023 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Golden Green, Inc. | 3 | 3 | 0.32% | 0.43% | 0.50% | Q1 2021 | Q3 2021 | 3 |
Noked Capital LTD | 3 | 3 | 0.37% | 0.48% | 0.66% | Q2 2019 | Q4 2019 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Beech Hill Advisors, Inc. | 2 | 1 | 0.16% | 0.19% | 0.22% | Q4 2016 | Q4 2017 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.77% | 0.80% | 0.82% | Q4 2020 | Q2 2021 | 3 |
Gitterman Wealth Management, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
GlobalBridge, Inc. | 3 | 3 | 0.13% | 0.16% | 0.21% | Q3 2013 | Q1 2014 | 3 |
R.P. Boggs & Co. | 2 | 1 | 0.00% | 2.29% | 3.48% | Q2 2020 | Q2 2021 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.02% | 0.06% | 0.08% | Q2 2021 | Q1 2022 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Clarity Financial LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 3 |
Strategic Investment Advisors / MI | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.01% | 0.10% | 0.26% | Q4 2018 | Q2 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Mattern Wealth Management LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Regency Capital Management Inc.\DE | 2 | 1 | 0.09% | 1.55% | 2.98% | Q1 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.30% | 0.35% | 0.37% | Q4 2017 | Q4 2018 | 3 |
Paradigm Financial Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2021 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Alhambra Investment Management LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Sandbar Asset Management LLP | 3 | 3 | 2.48% | 3.69% | 5.00% | Q4 2018 | Q2 2019 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 1.03% | 1.07% | 1.09% | Q1 2022 | Q3 2022 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 3 |
Onyx Bridge Wealth Group LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Fox Point Capital Management LLC | 3 | 3 | 3.82% | 5.01% | 7.36% | Q4 2015 | Q2 2016 | 3 |
Aston Asset Management, LLC | 3 | 3 | 0.92% | 1.06% | 1.18% | Q2 2013 | Q4 2013 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Franklin, Parlapiano, Turner & Welch, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q1 2016 | 3 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q1 2021 | 3 |
First Washington CORP | 1 | 1 | 0.18% | 1.21% | 1.78% | Q4 2019 | Q3 2021 | 3 |
Chapman Investment Management, LLC | 3 | 3 | 0.38% | 0.39% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Israel Discount Bank of New York | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
SWARTHMORE GROUP INC | 3 | 3 | 1.72% | 1.85% | 2.10% | Q3 2017 | Q1 2018 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.21% | 0.63% | Q4 2021 | Q2 2022 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.06% | 0.10% | Q2 2021 | Q2 2022 | 3 |
Goldstream Capital Management Ltd | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Perennial Investment Partners LTD | 3 | 3 | 0.35% | 0.64% | 1.03% | Q1 2014 | Q3 2014 | 3 |
Black Swift Group, LLC | 2 | 1 | 0.01% | 0.15% | 0.42% | Q3 2018 | Q2 2022 | 3 |
VNBTrust, National Association | 3 | 3 | 0.11% | 0.18% | 0.22% | Q4 2017 | Q2 2018 | 3 |
FNY Managed Accounts LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
J. Goldman & Co LP | 2 | 1 | 0.16% | 0.24% | 0.35% | Q4 2018 | Q1 2021 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 1 | 2.14% | 2.26% | 2.43% | Q1 2022 | Q4 2022 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.23% | 0.32% | 0.43% | Q3 2022 | Q1 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.20% | 0.24% | 0.32% | Q4 2017 | Q2 2018 | 3 |
O'Dell Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 1.09% | 1.26% | 1.35% | Q4 2022 | Q2 2023 | 3 |
TOTAL INVESTMENT MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 0.26% | 0.33% | 0.40% | Q2 2020 | Q4 2020 | 3 |
Airain ltd | 1 | 1 | 0.02% | 0.32% | 0.84% | Q1 2016 | Q2 2017 | 3 |
Orbis Allan Gray Ltd | 3 | 3 | 0.23% | 0.51% | 0.68% | Q1 2022 | Q3 2022 | 3 |
GERMAN AMERICAN BANCORP, INC. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
KHP Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2019 | 3 |
Mountain Lake Investment Management LLC | 2 | 2 | 2.92% | 7.03% | 11.14% | Q2 2013 | Q3 2013 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Verde Capital Management | 1 | 1 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.04% | 0.09% | Q1 2023 | Q2 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Fortis Capital Management LLC | 1 | 1 | 0.16% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 2 |
Sterling Manor Financial, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Heron Bay Capital Management | 2 | 2 | 0.16% | 0.40% | 0.64% | Q4 2020 | Q1 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Briaud Financial Planning, Inc | 1 | 1 | 0.12% | 0.18% | 0.23% | Q4 2019 | Q3 2023 | 2 |
Investors Financial Group, LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q3 2020 | Q1 2021 | 2 |
Bond & Devick Financial Network, Inc. | 1 | 1 | 0.16% | 0.16% | 0.17% | Q2 2021 | Q4 2022 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.13% | 0.95% | 1.76% | Q4 2020 | Q1 2021 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2021 | Q2 2021 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.17% | 0.23% | Q2 2023 | Q3 2023 | 2 |
COWA, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 2 |
WASHBURN CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.26% | 0.37% | 0.48% | Q4 2022 | Q1 2023 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Triton Wealth Management, PLLC | 2 | 2 | 0.62% | 0.68% | 0.73% | Q2 2021 | Q3 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 2 |
Privium Fund Management (UK) Ltd | 2 | 2 | 0.37% | 0.55% | 0.73% | Q1 2022 | Q2 2022 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q4 2019 | 2 |
Frisch Financial Group, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q1 2020 | 2 |
New World Advisors LLC | 1 | 1 | 0.11% | 0.15% | 0.19% | Q2 2021 | Q3 2023 | 2 |
MBA Advisors LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Navis Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2021 | Q3 2021 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.36% | 0.40% | 0.44% | Q4 2018 | Q1 2019 | 2 |
Emerson Wealth, LLC | 2 | 2 | 1.33% | 1.40% | 1.47% | Q4 2018 | Q1 2019 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 2 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.04% | 0.14% | 0.25% | Q4 2020 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Capital Group Private Client Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
PRUDENT INVESTORS NETWORK, INC. | 2 | 2 | 2.08% | 2.13% | 2.18% | Q1 2023 | Q2 2023 | 2 |
Susquehanna International Group Ltd. | 2 | 2 | 0.27% | 0.35% | 0.43% | Q1 2021 | Q2 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Jade Capital Advisors, LLC | 1 | 1 | 3.99% | 4.72% | 5.45% | Q1 2020 | Q3 2022 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.48% | 0.52% | 0.56% | Q4 2018 | Q1 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.99% | 1.00% | 1.01% | Q4 2020 | Q1 2021 | 2 |
Elwood & Goetz Wealth Advisory Group, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Level Financial Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CenterBook Partners LP | 1 | 1 | 0.05% | 0.09% | 0.12% | Q1 2022 | Q4 2022 | 2 |
Twelve Points Wealth Management LLC | 2 | 2 | 0.92% | 0.92% | 0.93% | Q4 2021 | Q1 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Revisor Wealth Management LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Strong Tower Advisory Services | 2 | 2 | 1.50% | 1.57% | 1.64% | Q3 2021 | Q4 2021 | 2 |
Rheos Capital Works Inc. | 2 | 2 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q3 2023 | 2 |
F3Logic, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Alliance Wealth Advisors, LLC /UT | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Santori & Peters, Inc. | 1 | 1 | 0.03% | 0.13% | 0.24% | Q4 2017 | Q4 2020 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2017 | Q1 2018 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.22% | 0.61% | 1.01% | Q3 2019 | Q3 2019 | 2 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.37% | 0.73% | Q4 2018 | Q2 2021 | 2 |
Smart Money Group LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
TAGStone Capital, Inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
UBP Investment Advisors SA | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2022 | Q3 2022 | 2 |
WoodTrust Financial Corp | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Royal Capital Wealth Management, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
BEACH INVESTMENT COUNSEL INC/PA | 2 | 2 | 1.15% | 1.24% | 1.33% | Q4 2014 | Q1 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
XTX MARKETS LLC | 1 | 1 | 1.45% | 2.21% | 2.97% | Q4 2019 | Q4 2020 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.28% | 0.61% | 0.94% | Q4 2017 | Q1 2018 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.23% | 0.48% | 0.74% | Q4 2017 | Q1 2018 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 2 |
Parkside Investments, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q4 2017 | 2 |
Algebris (UK) Ltd | 2 | 2 | 0.16% | 0.21% | 0.26% | Q3 2017 | Q4 2017 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Bristol Advisors, LLC | 1 | 1 | 0.44% | 0.45% | 0.45% | Q4 2016 | Q4 2017 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Benchmark Investment Advisors LLC | 2 | 2 | 0.72% | 0.72% | 0.72% | Q2 2023 | Q3 2023 | 2 |
First Farmers & Merchants Bank / Trust | 2 | 2 | 0.23% | 0.24% | 0.26% | Q1 2022 | Q2 2022 | 2 |
Robinson Value Management, Ltd. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2021 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.01% | 0.06% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
PUZO MICHAEL J | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Skye Global Management LP | 2 | 2 | 0.26% | 0.51% | 0.75% | Q2 2021 | Q3 2021 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.28% | 0.36% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.18% | 0.26% | 0.34% | Q4 2022 | Q3 2023 | 2 |
Smallwood Wealth Investment Management, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q3 2022 | Q4 2022 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 1.39% | 1.47% | 1.56% | Q2 2018 | Q3 2018 | 2 |
Aletheian Wealth Advisors LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q3 2023 | Q4 2023 | 2 |
Ariose Capital Management Ltd | 1 | 1 | 4.51% | 5.96% | 7.40% | Q4 2019 | Q3 2023 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.50% | 0.58% | 0.65% | Q1 2016 | Q2 2016 | 2 |
Delap Wealth Advisory, LLC | 2 | 2 | 0.24% | 0.29% | 0.35% | Q4 2022 | Q1 2023 | 2 |
Orgel Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 0.77% | 1.14% | 1.50% | Q1 2022 | Q2 2022 | 2 |
CHARTWELL INVESTMENT PARTNERS/PA | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Plan Group Financial, LLC | 1 | 1 | 0.15% | 0.26% | 0.37% | Q2 2022 | Q3 2023 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.19% | 0.23% | 0.27% | Q1 2023 | Q2 2023 | 2 |
SkyBridge Capital II, LLC | 2 | 2 | 3.56% | 3.63% | 3.70% | Q4 2015 | Q1 2016 | 2 |
Pluribus Labs, LLC | 2 | 2 | 1.34% | 1.40% | 1.47% | Q1 2022 | Q2 2022 | 2 |
StellarOne CORP | 2 | 2 | 0.10% | 0.88% | 1.66% | Q2 2013 | Q3 2013 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 1.03% | 1.08% | 1.12% | Q2 2023 | Q3 2023 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.39% | 0.43% | 0.46% | Q3 2022 | Q4 2022 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2016 | Q2 2017 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.58% | 0.59% | 0.61% | Q4 2022 | Q1 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
AlphaQ Advisors LLC | 1 | 1 | 0.24% | 0.27% | 0.30% | Q4 2022 | Q2 2023 | 2 |
Delta Financial Group, Inc. | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.03% | 0.11% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.15% | 0.20% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.16% | 1.19% | 1.21% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.57% | 0.58% | 0.59% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.56% | 0.87% | 1.19% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.64% | 0.66% | 0.67% | Q2 2023 | Q3 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.64% | 0.71% | 0.77% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.16% | 0.21% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.32% | 0.32% | 0.33% | Q3 2023 | Q4 2023 | 2 |
Exchange Bank | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2021 | 2 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 2 | 1.04% | 1.08% | 1.13% | Q2 2023 | Q3 2023 | 2 |
Fragasso Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 2 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2017 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.07% | 0.23% | 0.39% | Q3 2022 | Q1 2023 | 2 |
BMI CAPITAL CORP | 2 | 2 | 0.77% | 0.83% | 0.88% | Q2 2013 | Q3 2013 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2015 | Q4 2015 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Private Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.21% | 0.23% | 0.24% | Q2 2016 | Q2 2016 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sanibel Captiva Investment Advisers, Inc. | 2 | 2 | 0.39% | 0.42% | 0.44% | Q3 2013 | Q4 2013 | 2 |
Carlson Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Gator Capital Management, LLC | 2 | 2 | 0.89% | 0.92% | 0.95% | Q4 2017 | Q1 2018 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.18% | 0.35% | 0.52% | Q1 2014 | Q2 2023 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 2 | 4.04% | 4.49% | 4.94% | Q2 2019 | Q3 2019 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2021 | Q3 2021 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q4 2013 | Q1 2014 | 2 |
Braver Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q2 2016 | 2 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2020 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2016 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.28% | 0.32% | 0.36% | Q1 2018 | Q3 2018 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.05% | 0.39% | 0.74% | Q1 2014 | Q4 2018 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q3 2019 | Q4 2019 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.12% | 0.25% | 0.39% | Q4 2017 | Q3 2022 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.11% | 0.20% | 0.28% | Q1 2018 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.10% | 0.15% | 0.21% | Q2 2014 | Q3 2014 | 2 |
Centre Asset Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2015 | Q2 2015 | 2 |
FDO Partners, LLC | 1 | 1 | 0.27% | 0.46% | 0.66% | Q4 2015 | Q2 2017 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q4 2019 | 2 |
Reliant Investment Management, LLC | 2 | 2 | 2.13% | 2.20% | 2.26% | Q2 2023 | Q3 2023 | 2 |
TFG Asset Management GP Ltd | 2 | 2 | 0.27% | 0.28% | 0.29% | Q2 2019 | Q3 2019 | 2 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.40% | 0.94% | 1.49% | Q3 2015 | Q1 2016 | 2 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 2 | 0.16% | 0.20% | 0.23% | Q3 2019 | Q4 2019 | 2 |
Kepos Capital LP | 2 | 2 | 0.24% | 0.27% | 0.29% | Q1 2018 | Q2 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 2 |
GIRARD SECURITIES, INC. | 1 | 1 | 0.19% | 0.20% | 0.20% | Q2 2016 | Q2 2017 | 2 |
Corundum Group, Inc. | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q1 2014 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2017 | Q1 2018 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.31% | 0.35% | Q2 2014 | Q2 2015 | 2 |
RESOURCE CONSULTING GROUP INC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.48% | 0.58% | 0.69% | Q4 2013 | Q1 2014 | 2 |
Rainier Group Investment Advisory LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
ACUITY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.32% | 0.35% | 0.37% | Q4 2014 | Q1 2015 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.68% | 1.18% | 1.69% | Q3 2015 | Q1 2016 | 2 |
Beach Investment Management, LLC. | 2 | 2 | 1.38% | 1.46% | 1.53% | Q4 2014 | Q1 2015 | 2 |
Nicholas Investment Partners, LP | 2 | 2 | 0.11% | 0.17% | 0.22% | Q4 2015 | Q1 2016 | 2 |
Tradeworx Inc. | 1 | 1 | 0.25% | 0.29% | 0.32% | Q3 2013 | Q2 2014 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
INVERNESS COUNSEL LLC /NY/ | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2020 | Q3 2020 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BANK OF STOCKTON | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q1 2018 | 2 |
Amtrust Financial Services, Inc. | 2 | 2 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q1 2017 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.42% | 0.53% | 0.64% | Q4 2017 | Q1 2020 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Santa Fe Partners LLC | 2 | 2 | 0.31% | 0.41% | 0.50% | Q2 2015 | Q3 2015 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.18% | 0.32% | Q2 2013 | Q2 2015 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Pergamon Offshore Advisors, L.P. | 2 | 2 | 0.53% | 0.56% | 0.58% | Q4 2014 | Q1 2015 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.01% | 1.08% | 1.15% | Q4 2022 | Q1 2023 | 2 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q1 2017 | 2 |
SNOW CAPITAL MANAGEMENT LP | 2 | 2 | 1.31% | 1.37% | 1.42% | Q1 2021 | Q2 2021 | 2 |
Zions Trust, National Association | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q4 2014 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.24% | 0.29% | Q2 2013 | Q4 2013 | 2 |
WOODSTOCK CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
WESTWOOD MANAGEMENT CORP /IL/ | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Western Asset Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
TRUST CO OF VIRGINIA /VA | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
STEELHEAD PARTNERS LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q2 2016 | 2 |
PRIVATE CAPITAL MANAGEMENT INC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q4 2016 | Q1 2017 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q2 2016 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
ORBIS HOLDINGS LTD | 2 | 2 | 0.18% | 0.37% | 0.56% | Q3 2015 | Q4 2015 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Arctis Global LLC | 2 | 2 | 2.47% | 5.06% | 7.66% | Q2 2023 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.46% | 0.49% | 0.52% | Q1 2020 | Q2 2020 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CastleKnight Management LP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
EA Series Trust | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Dempze Nancy E | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Shellback Capital, LP | 1 | 1 | 3.17% | 3.17% | 3.17% | Q3 2018 | Q3 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
INVESTORS TRUST INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2015 | Q4 2015 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Scoria Capital Partners LP | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2015 | Q1 2015 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2019 | Q3 2019 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Glenview Capital Management | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2013 | Q4 2013 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jafra Capital Management LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2017 | Q3 2017 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2017 | Q2 2017 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Opes Advisors Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2019 | Q4 2019 | 1 |
Sicart Associates LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Wealth Advisors of Iowa, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Heritage Way Advisors, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2020 | Q3 2020 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
Trutina Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2023 | Q1 2023 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2021 | Q2 2021 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2019 | Q2 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cartenna Capital, LP | 1 | 1 | 5.35% | 5.35% | 5.35% | Q2 2022 | Q2 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2011 | Q4 2011 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Insight Inv LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2014 | Q3 2014 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
MAZAMA CAPITAL MANAGEMENT INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2015 | Q4 2015 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Clarus Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Duquesne Family Office | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
Crestline Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2016 | Q4 2016 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2021 | Q1 2021 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
SC&H Financial Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2020 | Q2 2020 | 1 |
AIA Group Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Parplus Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2017 | Q1 2017 | 1 |
AMS Capital Ltda | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2022 | Q1 2022 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2018 | Q4 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Amiya Capital LLP | 1 | 1 | 4.16% | 4.16% | 4.16% | Q2 2015 | Q2 2015 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Maxi Investments CY Ltd | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2021 | Q4 2021 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 3.27% | 3.27% | 3.27% | Q1 2018 | Q1 2018 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2018 | Q2 2018 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2019 | Q1 2019 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2017 | Q3 2017 | 1 |
Successful Portfolios LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Guardian Financial Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 3.52% | 3.52% | 3.52% | Q3 2022 | Q3 2022 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2018 | Q4 2018 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MWA Asset Management | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NUANCE INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SCP Investment, LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2017 | Q4 2017 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
Financial Partners Group, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DAVIDSON & GARRARD INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Albar Capital Ltd | 1 | 1 | 4.77% | 4.77% | 4.77% | Q4 2018 | Q4 2018 | 1 |
JLB & ASSOCIATES INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Prime Capital Management Co Ltd | 1 | 1 | 6.21% | 6.21% | 6.21% | Q4 2022 | Q4 2022 | 1 |
Ashler Capital LLC | 1 | 1 | 3.93% | 3.93% | 3.93% | Q4 2018 | Q4 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2013 | Q3 2013 | 1 |
Altavista Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Manteio Capital LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2013 | Q3 2013 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
FCM INVESTMENTS/TX | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Callodine Capital Management, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
BCS Wealth Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2013 | Q3 2013 | 1 |
Border to Coast Pensions Partnership Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
Hall Private Wealth Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Harvey Partners, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2013 | Q3 2013 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2016 | Q3 2016 | 1 |
Lindenwold Advisors, INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2018 | Q4 2018 | 1 |
Salzman Financial Management | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2014 | Q3 2014 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Harbor Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
HARBER ASSET MANAGEMENT LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2022 | Q1 2022 | 1 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Forward Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
NSI Retail Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Goodman Financial Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2021 | Q2 2021 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Round Table Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Astrantus Ltd | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
CSM Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2021 | Q1 2021 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WENDELL DAVID ASSOCIATES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2020 | Q4 2020 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Innovative Portfolios | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2021 | Q1 2021 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Financial Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bares Capital Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2013 | Q1 2013 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2014 | Q2 2014 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Knoll Capital Management, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Planning Solutions Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
MA Private Wealth | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2020 | Q4 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2016 | Q1 2016 | 1 |
Atwater Malick LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Mizuho Markets Cayman LP | 1 | 1 | 4.28% | 4.28% | 4.28% | Q1 2023 | Q1 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2021 | Q4 2021 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2013 | Q3 2013 | 1 |
BANCED CORP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2013 | Q4 2013 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
MTM Investment Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Parker Financial LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q2 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
Riverview Capital Advisers, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2023 | Q4 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2016 | Q2 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2022 | Q2 2022 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2022 | Q4 2022 | 1 |
Landmark Financial Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2015 | Q2 2015 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Rinet Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Bridgewater Wealth & Financial Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Scion Asset Management | 1 | 1 | 24.82% | 24.82% | 24.82% | Q3 2021 | Q3 2021 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
AMERICAN FINANCIAL GROUP INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
Tairen Capital Ltd | 1 | 1 | 3.52% | 3.52% | 3.52% | Q4 2022 | Q4 2022 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2019 | Q2 2019 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quantum Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2015 | Q1 2015 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q2 2023 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2013 | Q2 2013 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Armstrong, Fleming & Moore, Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Finer Wealth Management, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
St. Louis Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2016 | Q1 2016 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Opera Trading Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
NIXON PEABODY TRUST CO | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
Signition LP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2019 | Q4 2019 | 1 |
Prosperitas Financial LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Savoie Capital LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Hummer Financial Advisory Services Inc | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2016 | Q4 2016 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2020 | Q2 2020 | 1 |
Beck Bode, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Exane Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Asset Allocation Strategies LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Jenkins Wealth | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Grey Owl Capital Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2014 | Q3 2014 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Investment Counsel Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Vienna Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Somerset Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TAM Capital Management Inc. | 1 | 1 | 2.28% | 2.28% | 2.28% | Q3 2023 | Q3 2023 | 1 |
Sanoor Capital Management LP | 1 | 1 | 8.46% | 8.46% | 8.46% | Q1 2017 | Q1 2017 | 1 |
VAN DEN BERG MANAGEMENT I, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own LOCKHEED MARTIN CORP or have owned LOCKHEED MARTIN CORP in the past.