Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 118 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 95 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 91 |
Walleye Trading LLC | 26 | 3 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 83 |
Cutler Group LLC / CA | 31 | 31 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 70 |
JANE STREET GROUP, LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 63 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 63 |
D. E. Shaw & Co., Inc. | 18 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 63 |
Parallax Volatility Advisers, L.P. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 61 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.20% | 0.77% | Q1 2009 | Q3 2023 | 59 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q3 2023 | 52 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 51 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.05% | 0.13% | Q1 2012 | Q3 2023 | 51 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.09% | Q1 2012 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.04% | 0.05% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.05% | 0.11% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.02% | 0.08% | 0.30% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.03% | 0.06% | Q4 2011 | Q3 2023 | 48 |
GLENMEDE TRUST CO NA | 42 | 5 | 0.00% | 0.08% | 0.33% | Q4 2006 | Q3 2023 | 47 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2018 | 47 |
Paloma Partners Management Co | 8 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 46 |
CAPSTONE INVESTMENT ADVISORS, LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.06% | 0.12% | 0.26% | Q4 2012 | Q3 2023 | 44 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 44 |
First Horizon Advisors, Inc. | 41 | 3 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.03% | 0.11% | 0.20% | Q2 2010 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 44 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q4 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.06% | 0.20% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.02% | 0.06% | 0.11% | Q4 2012 | Q3 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 0.05% | 0.18% | 0.37% | Q2 2013 | Q4 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.03% | 0.26% | 0.54% | Q2 2013 | Q4 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.10% | 0.27% | 0.66% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.28% | 0.40% | 0.56% | Q1 2013 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.09% | 0.81% | 1.34% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.03% | 0.13% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.03% | 0.09% | Q4 2012 | Q2 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.41% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.01% | 0.75% | 1.24% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.07% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
COMMERCE BANK | 42 | 42 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.18% | 0.28% | 0.61% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.48% | 0.88% | 1.31% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.05% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.02% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JACOBS & CO/CA | 42 | 42 | 0.85% | 1.13% | 1.59% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.11% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 42 | 42 | 0.10% | 0.25% | 0.47% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.05% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.08% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BOWEN HANES & CO INC | 42 | 42 | 1.19% | 1.85% | 2.44% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.26% | 0.72% | 1.75% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.83% | 1.18% | 1.52% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Clean Yield Group | 42 | 42 | 0.89% | 1.99% | 3.18% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 0.84% | 1.13% | 1.65% | Q2 2013 | Q3 2023 | 42 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.41% | 0.86% | 1.18% | Q2 2013 | Q4 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 1.45% | 2.26% | 3.00% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 2.05% | 2.58% | 3.49% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.32% | 0.74% | 1.52% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.13% | 0.31% | 0.96% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 0.26% | 0.47% | 0.77% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.38% | 0.58% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.03% | 0.43% | 1.14% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Gardner Russo & Gardner | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.12% | 0.19% | 0.37% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 0.09% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.34% | 0.78% | 1.59% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.44% | 0.58% | 0.84% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.16% | 0.72% | 1.45% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 0.37% | 0.55% | 0.85% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.02% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Ipswich Investment Management Co., Inc. | 42 | 42 | 0.93% | 1.48% | 2.20% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 0.52% | 1.45% | 2.49% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.09% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WESTWOOD HOLDINGS GROUP INC | 42 | 42 | 0.04% | 0.42% | 0.91% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CARDEROCK CAPITAL MANAGEMENT INC | 42 | 42 | 0.99% | 1.69% | 2.45% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 1.24% | 1.53% | 2.00% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.27% | 0.39% | 0.53% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.18% | 1.57% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.12% | 0.41% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.02% | 0.04% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.78% | 1.43% | 2.20% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.45% | 0.60% | 0.82% | Q2 2013 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 19 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.43% | 1.05% | 1.65% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.08% | 0.21% | 0.86% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.03% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Rodgers Brothers Inc. | 42 | 42 | 1.05% | 1.78% | 2.40% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.33% | 0.58% | 0.88% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 0.93% | 1.46% | 2.18% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.52% | 1.06% | 1.76% | Q2 2013 | Q3 2023 | 42 |
REIK & CO., LLC | 42 | 42 | 6.50% | 10.01% | 13.14% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.19% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 1.50% | 2.22% | 3.30% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.03% | 0.04% | 0.05% | Q2 2012 | Q4 2022 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.15% | 0.23% | 0.35% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.01% | 0.39% | 1.94% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.04% | 0.07% | 0.11% | Q1 2013 | Q3 2023 | 41 |
TRUST CO OF OKLAHOMA | 28 | 13 | 0.54% | 0.93% | 1.33% | Q2 2013 | Q3 2023 | 41 |
JLB & ASSOCIATES INC | 26 | 15 | 2.86% | 3.63% | 4.92% | Q2 2013 | Q3 2023 | 41 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.01% | 0.09% | 0.19% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
EXENCIAL WEALTH ADVISORS, LLC | 29 | 12 | 0.01% | 0.83% | 1.88% | Q1 2013 | Q3 2023 | 41 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.05% | 0.26% | Q2 2014 | Q3 2023 | 41 |
PRIO WEALTH LIMITED PARTNERSHIP | 41 | 41 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.05% | 0.06% | 0.09% | Q3 2013 | Q3 2023 | 41 |
SECURITY NATIONAL BANK OF SO DAK | 39 | 2 | 0.38% | 1.08% | 1.92% | Q2 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 34 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
PROFUND ADVISORS LLC | 37 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.56% | 0.97% | 1.90% | Q2 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 40 | 1 | 0.04% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 38 | 3 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 39 | 2 | 0.70% | 1.27% | 2.05% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 31 | 10 | 2.05% | 2.67% | 3.59% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Profit Investment Management, LLC | 22 | 19 | 0.11% | 1.02% | 2.32% | Q2 2013 | Q3 2023 | 41 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BOKF, NA | 25 | 6 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Pettee Investors, Inc. | 40 | 40 | 0.66% | 1.20% | 1.63% | Q4 2013 | Q3 2023 | 40 |
ARMSTRONG HENRY H ASSOCIATES INC | 40 | 40 | 0.05% | 0.41% | 0.76% | Q4 2013 | Q3 2023 | 40 |
HAMEL ASSOCIATES, INC. | 40 | 40 | 0.05% | 0.64% | 1.73% | Q4 2013 | Q3 2023 | 40 |
NOMURA HOLDINGS INC | 16 | 2 | 0.00% | 0.01% | 0.06% | Q4 2012 | Q3 2023 | 40 |
MOODY NATIONAL BANK TRUST DIVISION | 35 | 5 | 0.01% | 0.13% | 0.49% | Q2 2013 | Q2 2023 | 40 |
Freedom Investment Management, Inc. | 40 | 40 | 0.03% | 0.17% | 0.62% | Q4 2013 | Q3 2023 | 40 |
PUTNAM INVESTMENTS LLC | 40 | 40 | 0.00% | 0.17% | 0.68% | Q2 2013 | Q1 2023 | 40 |
STOCK YARDS BANK & TRUST CO | 27 | 13 | 0.03% | 0.70% | 1.77% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.05% | 0.06% | 0.09% | Q3 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.09% | 0.17% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 1.43% | 2.17% | 2.97% | Q2 2013 | Q4 2022 | 39 |
GAMCO INVESTORS, INC. ET AL | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
RAYMOND JAMES TRUST N.A. | 36 | 3 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 2 | 0.00% | 0.04% | 0.32% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.04% | 0.43% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.51% | 0.63% | 0.84% | Q2 2013 | Q4 2022 | 39 |
SENTRY INVESTMENT MANAGEMENT LLC | 32 | 7 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 39 |
APG Asset Management N.V. | 20 | 19 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
Focused Wealth Management, Inc | 24 | 7 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q3 2023 | 39 |
ALBERT D MASON INC | 39 | 39 | 0.50% | 1.10% | 1.78% | Q2 2013 | Q4 2022 | 39 |
Tower Research Capital LLC (TRC) | 24 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
Andra AP-fonden | 22 | 1 | 0.01% | 0.21% | 0.42% | Q2 2013 | Q2 2023 | 38 |
HM Capital Management, LLC | 38 | 38 | 0.25% | 0.34% | 0.46% | Q2 2013 | Q3 2022 | 38 |
DEARBORN PARTNERS LLC | 38 | 38 | 0.33% | 1.20% | 2.19% | Q2 2013 | Q3 2022 | 38 |
Maryland Capital Management | 38 | 38 | 0.06% | 0.12% | 0.77% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.03% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 38 |
Korea Investment CORP | 20 | 3 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q3 2022 | 38 |
Brown Advisory Securities, LLC | 38 | 38 | 0.35% | 0.76% | 5.72% | Q2 2013 | Q3 2022 | 38 |
FENIMORE ASSET MANAGEMENT INC | 27 | 11 | 0.10% | 0.25% | 0.73% | Q2 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 38 |
Fernwood Investment Management, LLC | 38 | 38 | 0.28% | 0.45% | 0.76% | Q2 2014 | Q3 2023 | 38 |
Private Advisor Group, LLC | 38 | 38 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q3 2023 | 38 |
Winch Advisory Services, LLC | 35 | 3 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 38 |
NICHOLS & PRATT ADVISERS LLP /MA | 37 | 37 | 0.02% | 0.28% | 0.49% | Q3 2014 | Q3 2023 | 37 |
Plante Moran Financial Advisors, LLC | 23 | 14 | 0.00% | 0.02% | 0.16% | Q2 2014 | Q3 2023 | 37 |
Laird Norton Wetherby Wealth Management, LLC | 31 | 6 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 37 |
CONNING INC. | 37 | 37 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 37 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 0.10% | 0.16% | 0.20% | Q4 2014 | Q4 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.37% | 0.56% | 0.76% | Q4 2014 | Q4 2023 | 37 |
PARK CIRCLE Co | 24 | 13 | 1.19% | 2.65% | 5.08% | Q1 2014 | Q3 2023 | 37 |
FOSTER DYKEMA CABOT & CO INC/MA | 37 | 37 | 0.04% | 0.17% | 0.26% | Q2 2013 | Q2 2022 | 37 |
PUZO MICHAEL J | 37 | 37 | 0.24% | 0.55% | 0.73% | Q3 2014 | Q3 2023 | 37 |
Joel Isaacson & Co., LLC | 20 | 17 | 0.02% | 0.04% | 0.06% | Q4 2012 | Q3 2023 | 37 |
Tufton Capital Management | 37 | 37 | 0.04% | 0.97% | 3.80% | Q3 2014 | Q3 2023 | 37 |
Allianz Asset Management GmbH | 29 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Franklin, Parlapiano, Turner & Welch, LLC | 37 | 37 | 1.55% | 2.15% | 2.83% | Q4 2012 | Q4 2021 | 37 |
FDx Advisors, Inc. | 28 | 3 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 36 |
STATE OF WISCONSIN INVESTMENT BOARD | 17 | 5 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 36 |
ACADIAN ASSET MANAGEMENT LLC | 18 | 4 | 0.00% | 0.13% | 0.54% | Q3 2013 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.73% | 1.80% | 2.73% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
Tradewinds Capital Management, LLC | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2022 | 36 |
Alberta Investment Management Corp | 21 | 15 | 0.01% | 0.09% | 0.36% | Q2 2013 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
JOHNSON INVESTMENT COUNSEL INC | 36 | 36 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
EagleClaw Capital Managment, LLC | 36 | 36 | 0.38% | 0.57% | 0.76% | Q4 2014 | Q3 2023 | 36 |
NewEdge Advisors, LLC | 36 | 36 | 0.02% | 0.84% | 2.69% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 35 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 35 |
Kistler-Tiffany Companies, LLC | 29 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2023 | 35 |
TRUIST FINANCIAL CORP | 31 | 4 | 0.01% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 35 |
Pineno Levin & Ford Asset Management, Inc. | 35 | 35 | 1.58% | 2.04% | 2.47% | Q2 2013 | Q4 2021 | 35 |
PARNASSUS INVESTMENTS, LLC | 35 | 35 | 0.15% | 0.84% | 1.80% | Q2 2013 | Q4 2021 | 35 |
PARSONS CAPITAL MANAGEMENT INC/RI | 35 | 35 | 0.12% | 0.26% | 0.45% | Q1 2015 | Q3 2023 | 35 |
SUMITOMO LIFE INSURANCE CO | 35 | 35 | 0.02% | 0.18% | 0.34% | Q1 2015 | Q3 2023 | 35 |
AMERICAN NATIONAL INSURANCE CO | 35 | 35 | 0.06% | 0.50% | 0.79% | Q2 2013 | Q4 2021 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2022 | 35 |
TDAM USA INC. | 35 | 35 | 0.04% | 0.10% | 0.53% | Q2 2013 | Q4 2021 | 35 |
Hilltop Holdings Inc. | 23 | 5 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 35 |
BANK OF NOVA SCOTIA | 31 | 4 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 35 |
Clarkston Capital Partners, LLC | 25 | 9 | 0.12% | 1.36% | 2.56% | Q2 2013 | Q3 2023 | 34 |
ISTHMUS PARTNERS, LLC | 16 | 4 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 34 |
CONGRESS ASSET MANAGEMENT CO /MA | 34 | 34 | 0.00% | 0.76% | 1.37% | Q2 2015 | Q3 2023 | 34 |
1832 Asset Management L.P. | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 34 |
BROWN BROTHERS HARRIMAN & CO | 30 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 33 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 34 |
SouthState Corp | 16 | 5 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 34 |
MOGY JOEL R INVESTMENT COUNSEL INC | 34 | 34 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 34 |
Mathes Company, Inc. | 32 | 2 | 0.85% | 1.29% | 1.86% | Q1 2015 | Q3 2023 | 34 |
American National Registered Investment Advisor, Inc. | 34 | 34 | 0.21% | 0.31% | 0.38% | Q2 2013 | Q3 2021 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 34 |
FINANCIAL CONSULATE, INC | 34 | 34 | 3.83% | 5.60% | 8.01% | Q4 2014 | Q1 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.03% | 0.19% | Q2 2015 | Q3 2023 | 34 |
Nuveen Asset Management, LLC | 21 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 34 |
Wallington Asset Management, LLC | 25 | 2 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.05% | 0.18% | 0.50% | Q2 2015 | Q3 2023 | 34 |
Court Place Advisors, LLC | 34 | 34 | 0.09% | 0.12% | 0.15% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 34 |
GATEWAY INVESTMENT ADVISERS LLC | 25 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.03% | 0.09% | 0.53% | Q4 2012 | Q1 2021 | 33 |
Smithfield Trust Co | 33 | 33 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 33 |
NORTHSTAR INVESTMENT ADVISORS LLC | 33 | 33 | 1.10% | 1.80% | 2.83% | Q2 2013 | Q2 2021 | 33 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.02% | 0.17% | Q1 2016 | Q2 2023 | 33 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.08% | 0.41% | 0.64% | Q3 2015 | Q3 2023 | 33 |
DnB Asset Management AS | 32 | 1 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2023 | 33 |
Hemenway Trust Co LLC | 33 | 33 | 0.02% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 33 |
BURNEY CO/ | 31 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 33 |
Champlain Investment Partners, LLC | 13 | 9 | 0.19% | 0.86% | 1.34% | Q4 2013 | Q3 2023 | 33 |
SHELL ASSET MANAGEMENT CO | 33 | 33 | 0.06% | 0.25% | 0.50% | Q2 2013 | Q2 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.10% | 0.14% | Q2 2013 | Q2 2021 | 33 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 8 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 33 |
National Pension Service | 33 | 33 | 0.04% | 0.07% | 0.09% | Q3 2015 | Q3 2023 | 33 |
MARTINGALE ASSET MANAGEMENT L P | 33 | 33 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q2 2021 | 33 |
WINTON GROUP Ltd | 28 | 4 | 0.01% | 0.09% | 0.52% | Q2 2014 | Q4 2022 | 32 |
Meiji Yasuda Asset Management Co Ltd. | 18 | 14 | 0.05% | 0.16% | 0.34% | Q3 2015 | Q3 2023 | 32 |
OLD NATIONAL BANCORP /IN/ | 27 | 5 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 32 |
CIM, LLC | 32 | 32 | 0.14% | 0.31% | 0.48% | Q2 2013 | Q1 2021 | 32 |
STRS OHIO | 30 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Douglass Winthrop Advisors, LLC | 15 | 4 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q3 2023 | 32 |
Candriam S.C.A. | 32 | 32 | 0.01% | 0.14% | 0.45% | Q4 2015 | Q3 2023 | 32 |
MAI Capital Management | 25 | 7 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.18% | 0.28% | 0.36% | Q2 2013 | Q1 2021 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.19% | 0.29% | 0.37% | Q4 2015 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q1 2021 | 32 |
Dynamic Advisor Solutions LLC | 29 | 3 | 0.04% | 0.29% | 0.69% | Q4 2013 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.03% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.13% | 0.20% | 0.30% | Q2 2013 | Q4 2023 | 32 |
EULAV Asset Management | 32 | 32 | 0.03% | 0.16% | 0.34% | Q2 2013 | Q1 2021 | 32 |
Employees Retirement System of Texas | 32 | 32 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q1 2021 | 32 |
ClearBridge Investments | 25 | 2 | 0.00% | 0.13% | 0.54% | Q2 2013 | Q3 2023 | 32 |
IBM Retirement Fund | 17 | 15 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q1 2022 | 32 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 4 | 0.04% | 0.11% | 0.41% | Q2 2013 | Q3 2023 | 32 |
Gilman Hill Asset Management, LLC | 19 | 13 | 1.13% | 2.95% | 5.87% | Q2 2013 | Q4 2021 | 32 |
PEAK6 Investments LLC | 10 | 3 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q2 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Squarepoint Ops LLC | 19 | 1 | 0.00% | 0.08% | 0.34% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
MISSION WEALTH MANAGEMENT, LP | 31 | 31 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.05% | 0.16% | Q2 2013 | Q4 2020 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.10% | 0.60% | 1.17% | Q1 2016 | Q3 2023 | 31 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 31 |
BAR HARBOR WEALTH MANAGEMENT | 18 | 1 | 0.02% | 0.07% | 0.14% | Q1 2013 | Q2 2022 | 31 |
RATIONAL ADVISORS LLC | 7 | 4 | 0.00% | 0.07% | 0.36% | Q1 2009 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 22 | 8 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q4 2020 | 31 |
Lincoln Capital LLC | 31 | 31 | 0.09% | 0.14% | 0.18% | Q1 2016 | Q3 2023 | 31 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 23 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Grace Capital | 18 | 4 | 0.13% | 0.67% | 1.39% | Q2 2013 | Q4 2021 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q1 2021 | 31 |
CAMBRIDGE TRUST CO | 18 | 1 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 31 |
BALDWIN BROTHERS LLC/MA | 31 | 31 | 0.00% | 0.51% | 1.16% | Q2 2016 | Q4 2023 | 31 |
Pacer Advisors, Inc. | 14 | 4 | 0.01% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.05% | 0.10% | 0.17% | Q1 2016 | Q3 2023 | 30 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 30 |
UNITED FIRE GROUP INC | 18 | 12 | 0.06% | 0.09% | 0.20% | Q2 2013 | Q4 2020 | 30 |
Cetera Advisor Networks LLC | 23 | 7 | 0.01% | 0.04% | 0.14% | Q1 2013 | Q3 2023 | 30 |
TRILLIUM ASSET MANAGEMENT, LLC | 30 | 30 | 0.11% | 1.34% | 1.97% | Q2 2016 | Q3 2023 | 30 |
Reilly Herbert Faulkner III | 30 | 30 | 2.54% | 3.06% | 3.61% | Q4 2013 | Q1 2021 | 30 |
ONTARIO TEACHERS PENSION PLAN BOARD | 30 | 30 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2020 | 30 |
SL ADVISORS, LLC | 30 | 30 | 0.36% | 1.17% | 2.28% | Q2 2016 | Q3 2023 | 30 |
Sigma Planning Corp | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
American Research & Management Co. | 30 | 30 | 0.21% | 0.82% | 1.20% | Q2 2015 | Q3 2022 | 30 |
VALLEY NATIONAL ADVISERS INC | 23 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 30 |
WASHINGTON TRUST BANK | 21 | 9 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 30 |
Bridge Creek Capital Management LLC | 30 | 30 | 1.29% | 2.01% | 2.44% | Q2 2016 | Q3 2023 | 30 |
CITY HOLDING CO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
ASSETMARK, INC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
NAVELLIER & ASSOCIATES INC | 22 | 3 | 0.01% | 0.04% | 0.09% | Q3 2012 | Q3 2021 | 29 |
Anchor Investment Management, LLC | 29 | 29 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2023 | 29 |
Ironwood Investment Counsel, LLC | 29 | 29 | 0.17% | 0.26% | 0.46% | Q3 2016 | Q3 2023 | 29 |
Raab & Moskowitz Asset Management LLC | 28 | 1 | 0.02% | 0.74% | 1.39% | Q4 2014 | Q3 2023 | 29 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 20 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.10% | 0.14% | 0.19% | Q4 2015 | Q3 2023 | 29 |
SYNOVUS FINANCIAL CORP | 23 | 6 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 29 |
TCI Wealth Advisors, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 29 |
Gotham Asset Management, LLC | 12 | 1 | 0.00% | 0.09% | 0.37% | Q4 2013 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.24% | Q1 2016 | Q4 2022 | 28 |
GIRARD PARTNERS LTD. | 19 | 9 | 0.02% | 0.05% | 0.12% | Q2 2015 | Q2 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
MURPHY CAPITAL MANAGEMENT INC | 27 | 1 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q2 2021 | 28 |
LCNB CORP | 28 | 28 | 0.15% | 0.32% | 0.51% | Q4 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 25 | 3 | 0.02% | 0.24% | 0.66% | Q2 2015 | Q3 2023 | 28 |
MCDANIEL TERRY & CO | 28 | 28 | 0.79% | 2.29% | 3.03% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q1 2020 | 28 |
MONETARY MANAGEMENT GROUP INC | 17 | 11 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2021 | 28 |
GREENLEAF TRUST | 18 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.04% | 0.24% | Q4 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 28 | 28 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.03% | 0.10% | 0.22% | Q4 2016 | Q3 2023 | 28 |
AMI ASSET MANAGEMENT CORP | 25 | 3 | 1.79% | 2.39% | 3.40% | Q2 2013 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.09% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.06% | 0.33% | Q4 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 28 |
Diversified Trust Co | 12 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q4 2023 | 28 |
Carroll Financial Associates, Inc. | 27 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.41% | 0.59% | 0.90% | Q2 2013 | Q1 2020 | 28 |
JNBA Financial Advisors | 20 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
AllSquare Wealth Management LLC | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
SAWGRASS ASSET MANAGEMENT LLC | 25 | 2 | 0.63% | 1.83% | 2.70% | Q3 2015 | Q2 2022 | 27 |
CADINHA & CO LLC | 27 | 27 | 0.05% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 27 |
TOMPKINS FINANCIAL CORP | 20 | 7 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2023 | 27 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.17% | 0.83% | 1.49% | Q4 2015 | Q2 2022 | 27 |
LOOMIS SAYLES & CO L P | 25 | 2 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q2 2023 | 27 |
Glenview Trust Co | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Azimuth Capital Management LLC | 27 | 27 | 0.01% | 0.41% | 0.70% | Q3 2015 | Q1 2022 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27 | 27 | 0.01% | 0.09% | 0.59% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2020 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Fiduciary Trust Co International of Pennsylvania | 22 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2020 | 27 |
STEPHENS INC /AR/ | 27 | 27 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 13 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q4 2021 | 27 |
PGGM Investments | 12 | 2 | 0.00% | 0.05% | 0.13% | Q1 2013 | Q4 2022 | 27 |
Cutter & CO Brokerage, Inc. | 26 | 26 | 0.48% | 1.37% | 1.90% | Q2 2017 | Q3 2023 | 26 |
Stratos Wealth Partners, LTD. | 25 | 1 | 0.02% | 0.14% | 0.19% | Q1 2015 | Q3 2023 | 26 |
PRUDENTIAL PLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q1 2020 | 26 |
FARR MILLER & WASHINGTON LLC/DC | 26 | 26 | 0.02% | 0.06% | 0.13% | Q2 2015 | Q3 2021 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 26 |
CAPE COD FIVE CENTS SAVINGS BANK | 23 | 1 | 0.01% | 0.16% | 0.44% | Q4 2015 | Q3 2023 | 26 |
GLENVIEW STATE BANK TRUST DEPT. | 26 | 26 | 0.23% | 0.34% | 0.44% | Q1 2015 | Q2 2021 | 26 |
WealthPLAN Partners, LLC | 16 | 1 | 0.00% | 0.04% | 0.15% | Q1 2015 | Q2 2023 | 26 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 16 | 1 | 0.01% | 0.12% | 0.37% | Q1 2015 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2019 | 26 |
ADVISOR PARTNERS LLC | 26 | 26 | 0.04% | 0.06% | 0.09% | Q1 2016 | Q2 2022 | 26 |
Parkside Financial Bank & Trust | 26 | 26 | 0.00% | 0.01% | 0.10% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Venturi Wealth Management, LLC | 26 | 26 | 0.03% | 0.11% | 0.20% | Q2 2017 | Q3 2023 | 26 |
GAM Holding AG | 26 | 26 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2019 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q3 2019 | 26 |
Harbour Capital Advisors, LLC | 15 | 11 | 0.10% | 0.35% | 0.78% | Q1 2017 | Q3 2023 | 26 |
LEE DANNER & BASS INC | 26 | 26 | 0.03% | 0.14% | 0.20% | Q2 2013 | Q3 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
PRIVATE TRUST CO NA | 13 | 6 | 0.00% | 0.06% | 0.20% | Q1 2013 | Q3 2023 | 26 |
FIDUCIARY TRUST CO | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
INTRUST BANK NA | 25 | 25 | 0.06% | 0.14% | 0.24% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.22% | 1.00% | Q2 2013 | Q2 2019 | 25 |
NATIXIS ADVISORS, L.P. | 25 | 25 | 0.01% | 0.07% | 0.23% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Personal Capital Advisors Corp | 16 | 1 | 0.00% | 0.05% | 0.14% | Q3 2014 | Q4 2022 | 25 |
Horan Securities, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2023 | 25 |
WELLINGTON MANAGEMENT GROUP LLP | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.30% | 0.81% | Q1 2016 | Q1 2022 | 25 |
CRAWFORD INVESTMENT COUNSEL INC | 25 | 25 | 0.01% | 0.33% | 1.68% | Q3 2017 | Q3 2023 | 25 |
ST GERMAIN D J CO INC | 20 | 2 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q4 2023 | 25 |
CWM, LLC | 14 | 1 | 0.00% | 0.01% | 0.09% | Q3 2013 | Q3 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 25 |
Capital Research Global Investors | 19 | 6 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 25 |
FORSTA AP-FONDEN | 15 | 1 | 0.03% | 0.18% | 0.62% | Q4 2015 | Q3 2023 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 0.17% | 0.26% | 0.32% | Q3 2017 | Q3 2023 | 25 |
Jacobi Capital Management LLC | 25 | 25 | 0.00% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
IFM Investors Pty Ltd | 24 | 24 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Creegan & Nassoura Financial Group, LLC | 16 | 8 | 0.38% | 0.59% | 0.81% | Q4 2014 | Q3 2023 | 24 |
Page Arthur B | 21 | 3 | 0.19% | 0.27% | 0.36% | Q4 2013 | Q4 2019 | 24 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
ROCKLAND TRUST CO | 24 | 24 | 0.03% | 0.55% | 1.06% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 24 |
Buckingham Capital Management, Inc. | 24 | 24 | 0.06% | 0.29% | 0.54% | Q2 2013 | Q1 2019 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.01% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Ironvine Capital Partners, LLC | 24 | 24 | 0.11% | 0.18% | 0.41% | Q4 2017 | Q3 2023 | 24 |
Freedom Day Solutions, LLC | 24 | 24 | 0.10% | 1.52% | 2.64% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.25% | 0.32% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 24 | 24 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CHARTWELL INVESTMENT PARTNERS, LLC | 24 | 24 | 0.02% | 0.06% | 0.12% | Q1 2015 | Q4 2020 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 1.45% | 1.84% | 2.10% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
KING LUTHER CAPITAL MANAGEMENT CORP | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 24 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 3 | 0.19% | 0.25% | 0.35% | Q3 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2019 | 24 |
Norway Savings Bank | 24 | 24 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.25% | 0.49% | 0.72% | Q4 2017 | Q3 2023 | 24 |
Sonora Investment Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 24 |
WBH ADVISORY INC | 11 | 3 | 0.23% | 0.39% | 0.51% | Q2 2017 | Q3 2023 | 24 |
NORTH STAR ASSET MANAGEMENT INC | 9 | 1 | 0.01% | 0.05% | 0.32% | Q2 2013 | Q2 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Stonehage Fleming Financial Services Holdings Ltd | 22 | 2 | 0.01% | 0.58% | 1.09% | Q4 2014 | Q4 2020 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 24 |
Baltimore-Washington Financial Advisors, Inc. | 19 | 5 | 0.00% | 0.97% | 1.93% | Q4 2013 | Q4 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
SVB WEALTH LLC | 22 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 24 |
BECK MACK & OLIVER LLC | 21 | 3 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q4 2021 | 24 |
CIBC WORLD MARKETS CORP | 24 | 24 | 0.01% | 0.04% | 0.14% | Q3 2016 | Q2 2022 | 24 |
Oakworth Capital, Inc. | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
Atria Investments, Inc | 13 | 10 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 23 |
TRADITION CAPITAL MANAGEMENT LLC | 18 | 5 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2019 | 23 |
Ballentine Partners, LLC | 21 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 23 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 5 | 0.03% | 0.31% | 1.11% | Q2 2016 | Q2 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 21 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 23 |
Vigilant Capital Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2023 | 23 |
BRIDGES INVESTMENT MANAGEMENT INC | 23 | 23 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 16 | 1 | 0.01% | 0.19% | 0.57% | Q3 2013 | Q3 2023 | 23 |
Confluence Wealth Management LLC | 22 | 1 | 0.29% | 0.36% | 0.47% | Q2 2014 | Q3 2020 | 23 |
BECKER CAPITAL MANAGEMENT INC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Ramsay, Stattman, Vela & Price, Inc. | 23 | 23 | 0.28% | 1.40% | 1.88% | Q1 2018 | Q3 2023 | 23 |
DUBUQUE BANK & TRUST CO | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2019 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.06% | 0.07% | Q1 2018 | Q3 2023 | 23 |
HM PAYSON & CO | 18 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 23 |
THOMPSON SIEGEL & WALMSLEY LLC | 19 | 1 | 0.00% | 0.03% | 0.19% | Q1 2015 | Q2 2022 | 23 |
DIAMANT ASSET MANAGEMENT, INC. | 14 | 9 | 0.23% | 1.86% | 2.34% | Q4 2017 | Q3 2023 | 23 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 23 | 23 | 0.13% | 0.25% | 0.36% | Q2 2016 | Q4 2021 | 23 |
Connecticut Wealth Management, LLC | 23 | 23 | 0.02% | 0.06% | 0.14% | Q1 2018 | Q3 2023 | 23 |
ING GROEP NV | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2018 | 22 |
MACKENZIE FINANCIAL CORP | 20 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 22 |
Hartford Financial Management Inc. | 22 | 22 | 0.50% | 0.62% | 0.75% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q2 2020 | 22 |
LINCOLN NATIONAL CORP | 22 | 22 | 0.01% | 0.17% | 1.74% | Q2 2018 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 10 | 3 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q1 2023 | 22 |
LORD, ABBETT & CO. LLC | 7 | 2 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2022 | 22 |
HANCOCK WHITNEY CORP | 21 | 1 | 0.03% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 0.75% | 1.60% | 2.31% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.23% | 0.38% | 0.50% | Q2 2018 | Q3 2023 | 22 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 22 |
DUNCKER STREETT & CO INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 22 |
RFG Advisory, LLC | 22 | 22 | 0.02% | 0.11% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 22 | 22 | 0.16% | 0.41% | 0.81% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.23% | 0.38% | 0.48% | Q2 2018 | Q3 2023 | 22 |
OAKBROOK INVESTMENTS LLC | 22 | 22 | 0.02% | 1.36% | 1.92% | Q1 2014 | Q2 2019 | 22 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.45% | 0.79% | 1.13% | Q1 2018 | Q3 2023 | 21 |
ETF MANAGERS GROUP, LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q1 2023 | 21 |
SevenBridge Financial Group, LLC | 13 | 2 | 0.04% | 0.08% | 0.16% | Q2 2016 | Q3 2023 | 21 |
YorkBridge Wealth Partners, LLC | 11 | 10 | 0.08% | 0.11% | 0.18% | Q3 2017 | Q4 2022 | 21 |
FIRST UNITED BANK & TRUST | 21 | 21 | 0.20% | 0.31% | 0.42% | Q3 2018 | Q3 2023 | 21 |
CLEARARC CAPITAL INC | 21 | 21 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q4 2019 | 21 |
Maple Capital Management, Inc. | 21 | 21 | 0.05% | 1.31% | 2.44% | Q3 2018 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.32% | 0.50% | 0.67% | Q4 2017 | Q4 2022 | 21 |
Vident Investment Advisory, LLC | 19 | 2 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q1 2022 | 21 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 21 |
Prospera Financial Services Inc | 18 | 3 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 21 |
MGO ONE SEVEN LLC | 19 | 2 | 0.01% | 0.15% | 0.28% | Q4 2017 | Q1 2023 | 21 |
Mariner, LLC | 16 | 5 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 21 |
Pinnacle Advisory Group, Inc. | 21 | 21 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q1 2021 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2018 | 21 |
Moors & Cabot, Inc. | 14 | 2 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q2 2023 | 21 |
TWIN CAPITAL MANAGEMENT INC | 12 | 1 | 0.04% | 0.13% | 0.27% | Q3 2013 | Q2 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
InterOcean Capital, LLC | 21 | 21 | 0.03% | 0.04% | 0.07% | Q2 2015 | Q2 2020 | 21 |
LVZ, Inc. | 21 | 21 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.07% | 0.24% | Q3 2014 | Q3 2022 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Pensionfund DSM Netherlands | 19 | 2 | 0.04% | 0.47% | 0.74% | Q3 2013 | Q4 2021 | 21 |
Man Group plc | 17 | 4 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.01% | 0.17% | 0.36% | Q3 2018 | Q3 2023 | 21 |
HCR Wealth Advisors | 18 | 3 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 20 |
Haverford Trust Co | 20 | 20 | 0.00% | 0.17% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Spearhead Capital Advisors, LLC | 20 | 20 | 0.83% | 1.30% | 1.75% | Q4 2017 | Q3 2022 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Rossmore Private Capital | 20 | 20 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Winslow, Evans & Crocker, Inc. | 18 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2019 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.05% | 0.16% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.10% | 0.19% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2020 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.16% | 0.24% | Q3 2017 | Q2 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q4 2017 | 20 |
GSB Wealth Management, LLC | 10 | 2 | 0.40% | 1.28% | 2.64% | Q2 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2018 | 20 |
BAILARD, INC. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Fundsmith | 20 | 20 | 2.24% | 5.14% | 5.92% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.10% | 0.19% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Achmea Investment Management B.V. | 12 | 3 | 0.00% | 0.12% | 0.23% | Q1 2017 | Q3 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2022 | 20 |
EVERENCE CAPITAL MANAGEMENT INC | 20 | 20 | 0.03% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.01% | 0.06% | 0.26% | Q4 2018 | Q3 2023 | 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 3 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2021 | 20 |
Mount Yale Investment Advisors, LLC | 20 | 20 | 0.09% | 0.10% | 0.13% | Q1 2018 | Q4 2022 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.29% | 0.42% | 0.69% | Q1 2016 | Q4 2020 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.05% | 0.20% | Q1 2018 | Q3 2023 | 20 |
TIAA, FSB | 11 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2020 | 19 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 8 | 5 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2022 | 19 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 19 |
Cornerstone Advisory, LLC | 19 | 19 | 0.04% | 0.13% | 0.31% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 19 |
PENINSULA ASSET MANAGEMENT INC | 19 | 19 | 1.17% | 1.41% | 1.74% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.28% | 0.48% | 0.77% | Q1 2019 | Q3 2023 | 19 |
Copeland Capital Management, LLC | 17 | 2 | 0.00% | 0.13% | 0.67% | Q4 2015 | Q3 2021 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Private Ocean, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2020 | 19 |
Financial Advantage, Inc. | 10 | 1 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q3 2022 | 19 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 19 | 19 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.05% | 0.21% | Q4 2015 | Q3 2023 | 19 |
Lafayette Investments | 19 | 19 | 1.16% | 1.61% | 2.06% | Q2 2013 | Q4 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
FORT, L.P. | 19 | 19 | 0.03% | 0.47% | 0.60% | Q2 2018 | Q4 2022 | 19 |
TOBAM | 16 | 3 | 0.00% | 0.27% | 1.05% | Q4 2017 | Q3 2023 | 19 |
Perigon Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q2 2023 | 19 |
Gemmer Asset Management LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 19 |
Gardiner Nancy B | 19 | 19 | 0.68% | 0.97% | 1.53% | Q4 2015 | Q2 2020 | 19 |
PITTENGER & ANDERSON INC | 19 | 19 | 0.00% | 0.09% | 0.17% | Q4 2018 | Q2 2023 | 19 |
NS Partners Ltd | 19 | 19 | 0.96% | 1.17% | 1.32% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
WASHINGTON TRUST Co | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.03% | 0.13% | Q3 2013 | Q3 2021 | 19 |
ORRSTOWN FINANCIAL SERVICES INC | 18 | 1 | 0.15% | 0.60% | 1.39% | Q3 2015 | Q3 2020 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.85% | 1.07% | 1.33% | Q1 2019 | Q3 2023 | 19 |
Motley Fool Asset Management LLC | 12 | 2 | 0.00% | 0.36% | 0.70% | Q1 2018 | Q3 2023 | 19 |
Tredje AP-fonden | 8 | 5 | 0.00% | 0.05% | 0.09% | Q1 2016 | Q3 2023 | 18 |
First Command Financial Services, Inc. | 11 | 7 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 18 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 4 | 0.00% | 0.96% | 2.64% | Q2 2013 | Q1 2020 | 18 |
Snowden Capital Advisors LLC | 8 | 5 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 18 |
Bellecapital International Ltd. | 18 | 18 | 0.10% | 0.15% | 0.24% | Q2 2019 | Q3 2023 | 18 |
FineMark National Bank & Trust | 15 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
FIRST HAWAIIAN BANK | 15 | 3 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 18 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 1 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Fayerweather Charles | 18 | 18 | 0.53% | 0.67% | 0.88% | Q1 2016 | Q2 2020 | 18 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 18 | 18 | 0.91% | 1.06% | 1.30% | Q2 2013 | Q3 2017 | 18 |
Checchi Capital Advisers, LLC | 14 | 2 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2023 | 18 |
ROPES WEALTH ADVISORS LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2020 | 18 |
First Command Bank | 11 | 7 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q2 2023 | 18 |
Independent Advisor Alliance | 14 | 4 | 0.00% | 0.11% | 0.18% | Q1 2019 | Q3 2023 | 18 |
Penserra Capital Management LLC | 10 | 1 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 15 | 3 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q2 2022 | 18 |
VAN ECK ASSOCIATES CORP | 10 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 18 |
Fiera Capital Corp | 10 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q4 2020 | 18 |
Hamlin Capital Management, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 17 |
BEACON TRUST CO | 17 | 17 | 0.09% | 0.11% | 0.16% | Q1 2013 | Q1 2017 | 17 |
ROBSHAW & JULIAN ASSOCIATES INC | 17 | 17 | 1.89% | 2.75% | 3.55% | Q2 2013 | Q2 2017 | 17 |
NATIXIS | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 17 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
Voya Financial Advisors, Inc. | 9 | 8 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q1 2021 | 17 |
FOUNDERS FINANCIAL SECURITIES LLC | 17 | 17 | 0.05% | 0.07% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Strategic Financial Services, Inc, | 17 | 17 | 0.31% | 0.53% | 0.87% | Q3 2014 | Q3 2018 | 17 |
Legacy Financial Strategies, LLC | 17 | 17 | 0.58% | 0.70% | 0.81% | Q2 2019 | Q2 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 1.15% | 1.53% | 2.01% | Q3 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.05% | 0.21% | Q4 2014 | Q1 2023 | 17 |
STANSBERRY ASSET MANAGEMENT, LLC | 13 | 4 | 0.11% | 0.75% | 3.00% | Q1 2018 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.03% | 0.21% | 0.30% | Q4 2018 | Q4 2022 | 17 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 17 | 17 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 15 | 2 | 0.00% | 0.03% | 0.15% | Q1 2016 | Q3 2022 | 17 |
Triangle Securities Wealth Management | 9 | 1 | 0.07% | 0.11% | 0.41% | Q2 2013 | Q2 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Larson Financial Group LLC | 17 | 17 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Westhampton Capital, LLC | 16 | 1 | 1.35% | 1.73% | 2.14% | Q2 2019 | Q3 2023 | 17 |
TCW GROUP INC | 8 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Bridgewater Associates | 7 | 1 | 0.00% | 0.05% | 0.27% | Q3 2016 | Q1 2023 | 17 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.03% | 0.18% | Q3 2015 | Q3 2023 | 17 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2017 | 17 |
MONROE BANK & TRUST/MI | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 17 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.01% | 0.16% | 0.38% | Q2 2014 | Q2 2021 | 17 |
Kinneret Advisory, LLC | 11 | 3 | 0.07% | 0.17% | 0.59% | Q4 2018 | Q3 2023 | 17 |
Covington Capital Management | 10 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2022 | 17 |
Shoker Investment Counsel, Inc. | 13 | 4 | 0.10% | 0.13% | 0.18% | Q1 2019 | Q3 2023 | 17 |
QUANTUM CAPITAL MANAGEMENT | 15 | 2 | 0.06% | 0.38% | 1.28% | Q2 2013 | Q3 2020 | 17 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Baystate Wealth Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
ALTA CAPITAL MANAGEMENT LLC/ | 16 | 16 | 0.78% | 1.61% | 2.34% | Q2 2013 | Q1 2017 | 16 |
River Wealth Advisors LLC | 13 | 3 | 0.03% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Johnson Financial Group, Inc. | 13 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2020 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 0.36% | 0.47% | 0.90% | Q4 2019 | Q3 2023 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 7 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2019 | 16 |
Lido Advisors, LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Farmers & Merchants Trust Co of Chambersburg PA | 16 | 16 | 0.02% | 0.37% | 0.78% | Q4 2016 | Q3 2020 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.04% | 0.48% | 0.72% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.01% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 1.02% | 3.46% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q1 2017 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.07% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.18% | 0.42% | 0.91% | Q4 2019 | Q3 2023 | 16 |
Engineers Gate Manager LP | 9 | 1 | 0.01% | 0.09% | 0.48% | Q4 2014 | Q3 2023 | 16 |
Goodman Financial Corp | 16 | 16 | 2.67% | 3.34% | 4.20% | Q3 2014 | Q2 2018 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2017 | 16 |
FIRST NATIONAL TRUST CO | 14 | 2 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 16 |
SALEM INVESTMENT COUNSELORS INC | 13 | 1 | 0.00% | 0.24% | 0.86% | Q4 2013 | Q1 2019 | 16 |
ROBERTS GLORE & CO INC /IL/ | 16 | 16 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Royal Fund Management, LLC | 13 | 3 | 0.05% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 16 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 1 | 0.05% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 16 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.87% | 1.13% | 1.38% | Q4 2019 | Q3 2023 | 16 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 3 | 0.02% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.07% | 0.53% | 1.37% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.02% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Laurel Wealth Advisors, Inc. | 8 | 1 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q4 2022 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.09% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.08% | 0.28% | 1.14% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.14% | 0.20% | 0.24% | Q4 2019 | Q3 2023 | 16 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.88% | 1.02% | 1.22% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 16 |
Robertson Stephens Wealth Management, LLC | 15 | 1 | 0.13% | 0.50% | 2.08% | Q2 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 1.06% | 1.67% | 2.15% | Q4 2019 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 13 | 3 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 16 | 16 | 0.14% | 0.32% | 0.73% | Q4 2019 | Q3 2023 | 16 |
EXANE DERIVATIVES | 16 | 16 | 0.00% | 0.00% | 0.07% | Q3 2018 | Q2 2022 | 16 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.04% | 0.09% | 0.23% | Q1 2020 | Q3 2023 | 15 |
GLG LLC | 15 | 15 | 0.03% | 0.07% | 0.20% | Q1 2014 | Q3 2017 | 15 |
West Branch Capital LLC | 14 | 1 | 0.10% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.17% | 0.31% | 0.52% | Q4 2017 | Q2 2021 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
BP PLC | 12 | 1 | 0.02% | 0.06% | 0.08% | Q2 2016 | Q2 2021 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.09% | 0.18% | 0.33% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2016 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
CIBC Private Wealth Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 13 | 2 | 0.05% | 0.13% | 1.09% | Q4 2019 | Q3 2023 | 15 |
TOWER BRIDGE ADVISORS | 14 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
CAPITAL ONE, NATIONAL ASSOCIATION | 14 | 1 | 0.06% | 0.26% | 0.45% | Q1 2015 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Inspire Investing, LLC | 14 | 1 | 0.00% | 0.24% | 0.45% | Q4 2017 | Q3 2021 | 15 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q1 2020 | 15 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.02% | 0.23% | 0.60% | Q1 2018 | Q3 2023 | 15 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.18% | 0.78% | Q2 2013 | Q3 2023 | 15 |
Kovitz Investment Group Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Mandatum Life Insurance Co Ltd | 15 | 15 | 0.04% | 0.14% | 0.25% | Q4 2015 | Q2 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Prostatis Group LLC | 15 | 15 | 0.13% | 0.27% | 0.62% | Q4 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
C Partners Holding GmbH | 15 | 15 | 0.29% | 1.18% | 3.02% | Q4 2014 | Q2 2018 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2020 | 15 |
Patten Group, Inc. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q4 2018 | 15 |
Bayesian Capital Management, LP | 3 | 1 | 0.10% | 0.46% | 1.26% | Q3 2016 | Q3 2023 | 15 |
Merit Financial Group, LLC | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
FULTON BANK, N.A. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2021 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.05% | 0.10% | Q2 2013 | Q4 2016 | 15 |
FULLER & THALER ASSET MANAGEMENT, INC. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 15 |
Motley Fool Wealth Management, LLC | 15 | 15 | 0.30% | 0.37% | 0.46% | Q2 2017 | Q4 2020 | 15 |
BANQUE PICTET & CIE SA | 8 | 2 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q1 2022 | 15 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 3 | 0.04% | 0.14% | 0.37% | Q3 2015 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.29% | 0.76% | Q3 2014 | Q3 2023 | 14 |
EDGE ASSET MANAGEMENT, INC | 14 | 14 | 0.08% | 0.14% | 0.20% | Q4 2013 | Q1 2017 | 14 |
Avior Wealth Management, LLC | 12 | 2 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 14 |
Quantbot Technologies LP | 4 | 1 | 0.02% | 0.11% | 0.32% | Q3 2013 | Q3 2023 | 14 |
BSW Wealth Partners | 12 | 1 | 0.04% | 0.12% | 0.19% | Q3 2018 | Q2 2023 | 14 |
ETRADE Capital Management LLC | 9 | 5 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q2 2019 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.01% | 0.02% | 0.11% | Q4 2016 | Q2 2020 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.02% | 0.14% | 0.32% | Q2 2019 | Q3 2022 | 14 |
Edgewood Management | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 14 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.02% | 0.25% | 0.45% | Q2 2013 | Q3 2016 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
WILLIAMS JONES & ASSOCIATES LLC | 14 | 14 | 0.00% | 0.94% | 2.08% | Q1 2016 | Q2 2019 | 14 |
QUALCOMM INC/DE | 14 | 14 | 0.22% | 0.64% | 1.49% | Q2 2013 | Q3 2016 | 14 |
KANAWHA CAPITAL MANAGEMENT LLC | 9 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 14 |
Railway Pension Investments Ltd | 12 | 2 | 0.04% | 0.12% | 0.19% | Q4 2018 | Q2 2022 | 14 |
Ariel Investments | 14 | 14 | 0.04% | 0.10% | 0.30% | Q2 2013 | Q3 2016 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q1 2019 | 14 |
PIEDMONT INVESTMENT ADVISORS INC | 11 | 3 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q1 2020 | 14 |
Harvest Fund Management Co., Ltd | 6 | 3 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 14 |
Boston Common Asset Management, LLC | 10 | 4 | 0.00% | 0.58% | 1.27% | Q2 2013 | Q3 2023 | 14 |
BOENNING & SCATTERGOOD, INC. | 14 | 14 | 0.04% | 0.09% | 0.14% | Q2 2018 | Q3 2021 | 14 |
FIL Ltd | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 14 |
Symmetry Partners, LLC | 5 | 4 | 0.01% | 0.05% | 0.16% | Q4 2018 | Q2 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Cipher Capital LP | 4 | 1 | 0.06% | 0.46% | 1.11% | Q4 2014 | Q3 2023 | 14 |
Covenant Partners, LLC | 11 | 3 | 0.10% | 0.21% | 0.35% | Q4 2018 | Q3 2022 | 14 |
Marquette Asset Management, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
Summit Global Investments | 8 | 6 | 0.07% | 0.26% | 0.53% | Q4 2016 | Q4 2021 | 14 |
Laffer Tengler Investments, Inc. | 9 | 1 | 0.04% | 0.10% | 0.63% | Q2 2013 | Q3 2023 | 14 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q4 2021 | 14 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.06% | 0.21% | Q4 2016 | Q2 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2021 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 14 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.08% | 0.48% | Q3 2014 | Q3 2023 | 14 |
Grandview Asset Management LLC | 6 | 1 | 0.16% | 0.35% | 1.20% | Q2 2019 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Neo Ivy Capital Management | 3 | 1 | 0.03% | 0.51% | 0.97% | Q4 2018 | Q3 2023 | 13 |
EXCALIBUR MANAGEMENT CORP | 9 | 4 | 0.10% | 0.16% | 0.28% | Q1 2020 | Q3 2023 | 13 |
FORTE CAPITAL LLC /ADV | 13 | 13 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 13 |
MAIRS & POWER INC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 13 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q2 2023 | 13 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 4 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q3 2022 | 13 |
Burgundy Asset Management Ltd. | 13 | 13 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2016 | 13 |
SII INVESTMENTS INC/WI | 13 | 13 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q4 2017 | 13 |
Grantham, Mayo, Van Otterloo & Co. LLC | 13 | 13 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2016 | 13 |
BCM ADVISORS, LLC | 13 | 13 | 0.11% | 0.15% | 0.17% | Q4 2016 | Q4 2019 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 2 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q4 2023 | 13 |
Freestone Capital Holdings, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2022 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q2 2017 | 13 |
Empirical Finance, LLC | 12 | 1 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 13 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.02% | 0.26% | 0.71% | Q1 2014 | Q3 2023 | 13 |
Willingdon Wealth Management | 13 | 13 | 0.05% | 0.07% | 0.12% | Q1 2017 | Q1 2020 | 13 |
Miracle Mile Advisors, LLC | 8 | 2 | 0.01% | 0.13% | 0.47% | Q1 2018 | Q3 2023 | 13 |
Field & Main Bank | 8 | 1 | 0.01% | 0.09% | 0.19% | Q4 2017 | Q3 2023 | 13 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q4 2020 | 13 |
AHL Partners LLP | 13 | 13 | 0.02% | 0.17% | 0.33% | Q3 2014 | Q3 2017 | 13 |
Brookstone Capital Management | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Management, Inc. | 6 | 3 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2022 | 13 |
Pensionfund Sabic | 13 | 13 | 0.46% | 0.54% | 0.75% | Q1 2015 | Q1 2018 | 13 |
Bridgewater Wealth & Financial Management, LLC | 13 | 13 | 2.54% | 3.54% | 4.18% | Q4 2014 | Q4 2017 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
V Wealth Advisors LLC | 9 | 1 | 0.01% | 0.07% | 0.28% | Q2 2017 | Q2 2023 | 13 |
Grove Bank & Trust | 9 | 4 | 0.00% | 0.06% | 0.11% | Q4 2015 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 12 | 1 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
Graypoint LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.10% | 0.33% | 0.79% | Q3 2020 | Q3 2023 | 13 |
BRISTOL JOHN W & CO INC /NY/ | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
I.G. INVESTMENT MANAGEMENT, LTD. | 12 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2017 | 13 |
FINANCIAL COUNSELORS INC | 7 | 6 | 0.01% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q2 2023 | 12 |
Sequoia Financial Advisors, LLC | 7 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 3 | 0.02% | 0.12% | 0.37% | Q4 2017 | Q3 2021 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.04% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 12 |
HOWE & RUSLING INC | 9 | 1 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q3 2022 | 12 |
CULLINAN ASSOCIATES INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
American Trust Investment Advisors, LLC | 12 | 12 | 1.36% | 1.78% | 2.17% | Q1 2018 | Q4 2020 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Avalon Investment & Advisory | 12 | 12 | 0.26% | 0.29% | 0.37% | Q1 2017 | Q4 2019 | 12 |
Cordasco Financial Network | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
CrestPoint Capital Management, LLC | 12 | 12 | 0.27% | 0.32% | 0.39% | Q4 2014 | Q3 2017 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
Natixis Investment Managers International | 7 | 1 | 0.04% | 1.37% | 3.27% | Q4 2014 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Bell Rock Capital LLC | 7 | 1 | 0.07% | 0.27% | 0.45% | Q2 2018 | Q3 2022 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.04% | 0.04% | 0.07% | Q4 2016 | Q3 2019 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 12 |
Sapphire Star Partners LP | 7 | 5 | 0.26% | 0.31% | 0.41% | Q4 2015 | Q4 2018 | 12 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 2.74% | 3.38% | 4.24% | Q4 2018 | Q3 2021 | 12 |
Saratoga Research & Investment Management | 12 | 12 | 1.00% | 1.13% | 1.33% | Q2 2013 | Q1 2016 | 12 |
Corient Capital Partners, LLC | 9 | 3 | 0.02% | 0.04% | 0.11% | Q2 2018 | Q3 2022 | 12 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 12 | 0.26% | 0.61% | 0.86% | Q2 2013 | Q1 2016 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 1.27% | 1.57% | 1.88% | Q2 2013 | Q1 2016 | 12 |
AGF Investments LLC | 7 | 1 | 0.00% | 0.07% | 0.12% | Q4 2016 | Q1 2020 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Sheaff Brock Investment Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2018 | 12 |
Kovack Advisors, Inc. | 12 | 12 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q1 2022 | 12 |
BARINGS LLC | 9 | 1 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q3 2020 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.04% | 0.18% | Q1 2017 | Q3 2021 | 12 |
LMR Partners LLP | 6 | 1 | 0.00% | 0.07% | 0.28% | Q3 2015 | Q2 2020 | 12 |
Key FInancial Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Stadion Money Management, LLC | 12 | 12 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Vest Financial, LLC | 12 | 12 | 1.06% | 1.44% | 1.77% | Q4 2020 | Q3 2023 | 12 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 4 | 0.02% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 12 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.13% | 0.44% | Q1 2015 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.35% | 0.48% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Catalyst Capital Advisors LLC | 7 | 1 | 0.06% | 0.37% | 1.32% | Q1 2015 | Q3 2021 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.26% | 0.57% | 1.39% | Q4 2020 | Q3 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2016 | 12 |
LifePlan Financial Group, Inc | 11 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2020 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.19% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.09% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.64% | 0.92% | 1.64% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 11 | 1 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 12 |
2Xideas AG | 12 | 12 | 0.80% | 0.97% | 1.17% | Q4 2020 | Q3 2023 | 12 |
Balentine LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 0.23% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Whitegate Investment Counselors, Inc. | 12 | 12 | 0.03% | 0.05% | 0.05% | Q4 2018 | Q3 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.73% | 0.88% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.10% | 0.64% | Q1 2018 | Q3 2023 | 12 |
FormulaFolio Investments, LLC | 9 | 3 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q2 2021 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.12% | 0.19% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Draper Asset Management, LLC | 12 | 12 | 1.31% | 1.85% | 2.32% | Q4 2020 | Q3 2023 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 1.43% | 1.95% | 2.65% | Q4 2017 | Q3 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 12 |
WADE G W & INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Caprock Group, LLC | 8 | 1 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 12 |
Cognios Capital, LLC | 12 | 12 | 0.77% | 0.88% | 1.03% | Q2 2017 | Q1 2020 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
Quantamental Technologies LLC | 3 | 1 | 0.00% | 0.41% | 1.04% | Q4 2018 | Q2 2023 | 11 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
Callahan Advisors, LLC | 11 | 11 | 0.10% | 0.16% | 0.20% | Q3 2018 | Q1 2021 | 11 |
Cable Hill Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
BEACH INVESTMENT COUNSEL INC/PA | 9 | 2 | 0.06% | 0.76% | 1.10% | Q1 2013 | Q4 2016 | 11 |
FIRST NIAGARA BANK | 11 | 11 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
CAPITAL MANAGEMENT CORP /VA | 11 | 11 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q4 2015 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.17% | 0.45% | Q2 2013 | Q4 2015 | 11 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.02% | 0.13% | 0.27% | Q2 2015 | Q1 2020 | 11 |
CAPITAL COUNSEL LLC/NY | 11 | 11 | 0.39% | 0.46% | 0.56% | Q2 2013 | Q4 2015 | 11 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 11 | 11 | 0.50% | 0.65% | 0.88% | Q2 2013 | Q4 2015 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.05% | 0.26% | 0.76% | Q3 2014 | Q1 2022 | 11 |
Select Equity Group, L.P. | 4 | 1 | 0.01% | 0.25% | 0.76% | Q3 2016 | Q4 2021 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.09% | 0.14% | 0.33% | Q2 2013 | Q4 2015 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.21% | 0.24% | 0.28% | Q2 2020 | Q4 2022 | 11 |
Ascent Wealth Partners, LLC | 8 | 1 | 0.01% | 0.06% | 0.08% | Q1 2019 | Q1 2022 | 11 |
GAM SYSTEMATIC LLP | 11 | 11 | 0.03% | 0.20% | 0.43% | Q1 2015 | Q3 2017 | 11 |
JENNISON ASSOCIATES LLC | 9 | 2 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 11 |
PITCAIRN CO | 6 | 1 | 0.02% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 11 |
Euclid Advisors LLC | 9 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 11 |
Essex Financial Services, Inc. | 5 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q2 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 1.50% | 2.09% | 3.05% | Q4 2020 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.04% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Taylor Frigon Capital Management LLC | 11 | 11 | 0.00% | 0.53% | 0.72% | Q1 2021 | Q3 2023 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.33% | 0.38% | 0.47% | Q1 2013 | Q3 2015 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Procyon Advisors, LLC | 8 | 3 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 11 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Realta Investment Advisors | 7 | 4 | 0.05% | 0.10% | 0.16% | Q1 2019 | Q1 2022 | 11 |
BMT Investment Advisors | 11 | 11 | 0.87% | 0.94% | 1.11% | Q3 2017 | Q1 2020 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 5.56% | 6.34% | 7.96% | Q2 2013 | Q4 2015 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Zions Bancorporation | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2018 | 11 |
Full Sail Capital, LLC | 11 | 11 | 0.02% | 0.05% | 0.14% | Q4 2018 | Q2 2021 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2022 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.04% | 0.21% | 0.68% | Q2 2013 | Q4 2015 | 11 |
Farmers & Merchants Trust Co of Long Beach | 5 | 2 | 0.05% | 0.08% | 0.11% | Q1 2019 | Q1 2022 | 11 |
Sciencast Management LP | 2 | 1 | 0.09% | 0.50% | 0.91% | Q1 2017 | Q2 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 8 | 3 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q2 2023 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ilmarinen Mutual Pension Insurance Co | 10 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 11 |
B & T Capital Management DBA Alpha Capital Management | 11 | 11 | 0.74% | 0.98% | 1.15% | Q1 2019 | Q3 2021 | 11 |
Beach Investment Management, LLC. | 9 | 2 | 0.51% | 1.39% | 1.70% | Q2 2013 | Q4 2016 | 11 |
Teton Advisors, Inc. | 11 | 11 | 0.11% | 0.26% | 0.40% | Q2 2013 | Q4 2015 | 11 |
Garner Asset Management Corp | 11 | 11 | 0.22% | 0.51% | 0.64% | Q1 2021 | Q3 2023 | 11 |
Vantage Consulting Group Inc | 9 | 1 | 0.01% | 0.09% | 0.14% | Q4 2020 | Q2 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 10 |
Daiwa SB Investments Ltd. | 7 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.08% | 0.15% | Q1 2021 | Q2 2023 | 10 |
SENTINEL ASSET MANAGEMENT, INC. | 10 | 10 | 0.27% | 0.57% | 0.85% | Q4 2014 | Q1 2017 | 10 |
Financial Advocates Investment Management | 8 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.04% | 0.06% | Q2 2010 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
St. James Investment Company, LLC | 10 | 10 | 0.10% | 2.89% | 6.10% | Q1 2014 | Q2 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.23% | 0.33% | 0.41% | Q3 2021 | Q4 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.84% | 0.98% | 1.14% | Q2 2013 | Q3 2015 | 10 |
Horizon Investments, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 10 |
Teza Capital Management LLC | 4 | 1 | 0.08% | 0.46% | 1.92% | Q4 2018 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 9 | 1 | 0.00% | 0.11% | 0.16% | Q1 2019 | Q4 2022 | 10 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2015 | 10 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.12% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Point72 Asset Management, L.P. | 4 | 2 | 0.01% | 0.09% | 0.30% | Q3 2018 | Q3 2023 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.82% | 0.90% | 1.04% | Q4 2015 | Q1 2018 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
WELCH & FORBES LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
McGuire Investment Group, LLC | 10 | 10 | 0.05% | 0.05% | 0.07% | Q1 2021 | Q2 2023 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 10 |
Bellevue Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ICON ADVISERS INC/CO | 8 | 2 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q4 2017 | 10 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q2 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2016 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
CHEMICAL BANK | 7 | 3 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2019 | 10 |
MIDAS MANAGEMENT CORP | 10 | 10 | 0.65% | 0.85% | 1.06% | Q4 2013 | Q1 2016 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
THOMASPARTNERS, INC. | 10 | 10 | 0.01% | 0.30% | 1.14% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.03% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
R. W. Roge & Company, Inc. | 7 | 1 | 0.13% | 0.18% | 0.24% | Q4 2019 | Q2 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.22% | 0.26% | 0.29% | Q2 2021 | Q3 2023 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 2.43% | 2.71% | 3.12% | Q2 2021 | Q3 2023 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.12% | 0.36% | 0.53% | Q2 2021 | Q3 2023 | 10 |
Garrison Asset Management, LLC | 10 | 10 | 0.17% | 0.24% | 0.30% | Q2 2018 | Q3 2020 | 10 |
Banco Santander, S.A. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
CATAWBA CAPITAL MANAGEMENT /VA | 7 | 1 | 0.04% | 0.05% | 0.07% | Q3 2014 | Q2 2018 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 2.12% | 2.59% | 3.05% | Q1 2021 | Q2 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2021 | 10 |
Sage Capital Advisors,llc | 10 | 10 | 0.25% | 0.49% | 1.15% | Q2 2021 | Q3 2023 | 10 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.04% | 0.14% | 0.17% | Q1 2014 | Q1 2016 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.12% | 0.18% | 0.22% | Q4 2021 | Q4 2023 | 9 |
Bollard Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 9 |
PineBridge Investments, L.P. | 5 | 1 | 0.00% | 0.05% | 0.22% | Q1 2018 | Q2 2023 | 9 |
Absolute Return Capital, LLC | 9 | 9 | 0.05% | 0.33% | 1.05% | Q3 2013 | Q3 2015 | 9 |
CLINTON GROUP INC | 3 | 1 | 0.01% | 0.08% | 0.20% | Q3 2014 | Q1 2018 | 9 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.01% | 0.16% | 0.45% | Q1 2016 | Q3 2019 | 9 |
Pallas Capital Advisors LLC | 9 | 9 | 0.11% | 0.15% | 0.20% | Q1 2021 | Q1 2023 | 9 |
Holocene Advisors, LP | 5 | 1 | 0.01% | 0.10% | 0.33% | Q4 2018 | Q3 2023 | 9 |
Legacy Wealth Asset Management, LLC | 9 | 9 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q4 2022 | 9 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 9 | 9 | 1.61% | 1.83% | 2.38% | Q2 2013 | Q2 2015 | 9 |
Oxbow Advisors, LLC | 9 | 9 | 0.03% | 0.52% | 0.79% | Q1 2015 | Q1 2017 | 9 |
Stratos Wealth Advisors, LLC | 5 | 4 | 0.01% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 9 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 1 | 0.02% | 0.23% | 0.64% | Q4 2013 | Q4 2020 | 9 |
ANALYTIC INVESTORS, LLC | 6 | 3 | 0.14% | 0.89% | 1.41% | Q2 2013 | Q3 2016 | 9 |
Cerity Partners LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Bredin Investment LLC | 9 | 9 | 0.29% | 0.41% | 0.50% | Q4 2017 | Q4 2019 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2015 | 9 |
Sound Financial Strategies Group, LLC | 5 | 1 | 0.36% | 0.62% | 1.76% | Q4 2019 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q2 2023 | 9 |
IFG Advisory, LLC | 7 | 1 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 9 |
BOSTON ADVISORS LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2019 | 9 |
True North Advisors, LLC | 9 | 9 | 0.32% | 0.67% | 1.21% | Q4 2019 | Q4 2021 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 0.17% | 0.23% | 0.30% | Q4 2017 | Q4 2019 | 9 |
Sky Investment Group LLC | 9 | 9 | 0.05% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Modera Wealth Management, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 9 |
FIRST QUADRANT LLC/CA | 7 | 1 | 0.02% | 0.03% | 0.08% | Q1 2016 | Q4 2021 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.12% | 0.16% | 0.20% | Q2 2018 | Q2 2020 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q3 2020 | Q3 2023 | 9 |
Hexavest Inc. | 9 | 9 | 0.00% | 0.02% | 0.20% | Q2 2019 | Q2 2021 | 9 |
Clark Capital Management Group, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.04% | 0.25% | 0.41% | Q4 2020 | Q4 2022 | 9 |
PATTON FUND MANAGEMENT, INC. | 5 | 4 | 0.42% | 0.81% | 1.33% | Q3 2019 | Q4 2022 | 9 |
SIMON QUICK ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 9 |
Quantinno Capital Management LP | 8 | 1 | 0.03% | 0.09% | 0.31% | Q1 2020 | Q3 2023 | 9 |
Allegis Investment Advisors, LLC | 6 | 3 | 0.09% | 0.15% | 0.21% | Q4 2015 | Q1 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 9 |
FORA Capital, LLC | 4 | 1 | 0.02% | 0.16% | 0.44% | Q4 2019 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 9 |
F3Logic, LLC | 9 | 9 | 0.07% | 0.33% | 0.48% | Q1 2019 | Q1 2021 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q1 2023 | 9 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Mount Lucas Management LP | 6 | 3 | 0.46% | 0.74% | 1.32% | Q2 2013 | Q4 2016 | 9 |
SOMERVILLE KURT F | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2015 | Q3 2017 | 9 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.13% | 0.37% | 0.57% | Q4 2013 | Q2 2019 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BINGHAM OSBORN & SCARBOROUGH LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 9 |
NTV ASSET MANAGEMENT LLC | 5 | 1 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 9 |
Epoch Investment Partners, Inc. | 5 | 4 | 0.00% | 0.22% | 0.57% | Q1 2020 | Q1 2023 | 9 |
DARRELL & KING LLC | 9 | 9 | 0.10% | 2.10% | 5.67% | Q3 2017 | Q3 2019 | 9 |
William Allan Corp | 8 | 8 | 2.17% | 2.64% | 3.17% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.11% | 0.16% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Highstreet Asset Management Inc. | 8 | 8 | 0.00% | 0.42% | 1.10% | Q1 2018 | Q4 2019 | 8 |
ALLSTATE CORP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CHILTON INVESTMENT CO INC. | 3 | 2 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 8 |
FRED ALGER MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q2 2019 | 8 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.06% | 0.19% | Q3 2014 | Q2 2018 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.61% | 0.67% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 4 | 1 | 0.02% | 0.15% | 0.39% | Q1 2019 | Q4 2022 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q1 2022 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.22% | 0.35% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Krane Funds Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 8 |
SPRING CAPITAL MANAGEMENT, LLC | 8 | 8 | 3.16% | 3.54% | 3.90% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q1 2015 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Western Wealth Management, LLC | 7 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Inscription Capital, LLC | 4 | 2 | 0.06% | 0.10% | 0.21% | Q4 2018 | Q1 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.31% | 0.49% | 0.65% | Q2 2013 | Q1 2015 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CAMDEN NATIONAL BANK | 8 | 8 | 0.50% | 0.74% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Richard Bernstein Advisors LLC | 8 | 8 | 0.07% | 0.16% | 0.22% | Q1 2019 | Q4 2020 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2019 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.18% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TimesSquare Capital Management, LLC | 8 | 8 | 0.38% | 0.46% | 0.53% | Q1 2017 | Q4 2018 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 0.17% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2021 | 8 |
Perkins Investment Management, LLC | 8 | 8 | 0.36% | 0.75% | 1.12% | Q1 2014 | Q4 2015 | 8 |
BAYSHORE ASSET MANAGEMENT, LLC | 8 | 8 | 0.22% | 0.28% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Hikari Power Ltd | 8 | 8 | 0.07% | 0.08% | 0.10% | Q2 2014 | Q1 2016 | 8 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2022 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.02% | 0.30% | 0.66% | Q4 2021 | Q3 2023 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q2 2023 | 8 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.01% | 0.06% | 0.29% | Q2 2017 | Q4 2022 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.22% | 0.33% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 6 | 1 | 0.07% | 0.40% | 0.94% | Q4 2020 | Q3 2023 | 8 |
FIRST INTERSTATE BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.36% | 0.79% | Q2 2016 | Q4 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
PRING TURNER CAPITAL GROUP INC | 8 | 8 | 0.34% | 0.52% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Newfound Research LLC | 8 | 8 | 0.09% | 0.14% | 0.20% | Q4 2020 | Q3 2022 | 8 |
Compton Financial Group, LLC | 6 | 1 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 8 |
IHT Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2021 | 8 |
MAVERICK CAPITAL LTD | 3 | 2 | 0.01% | 0.10% | 0.19% | Q3 2018 | Q4 2020 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Lehman Financial Resources, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Lokken Investment Group LLC | 8 | 8 | 0.28% | 0.34% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Broderick Brian C | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Stone Ridge Asset Management LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2019 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.05% | 0.18% | 0.28% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.47% | 0.55% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.08% | 0.10% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Bank of New Hampshire | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HighPoint Advisor Group LLC | 5 | 1 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q2 2022 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.79% | 1.26% | 1.46% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 8 |
Compagnie Lombard Odier SCmA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.09% | 0.48% | Q2 2014 | Q2 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Li Winifred I | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
TIVERTON ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 7 |
COURIER CAPITAL LLC | 7 | 7 | 0.47% | 0.53% | 0.63% | Q3 2017 | Q1 2019 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Visionary Asset Management, Inc. | 6 | 1 | 0.00% | 0.09% | 0.17% | Q4 2014 | Q4 2018 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.06% | 0.14% | 0.19% | Q3 2017 | Q1 2019 | 7 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 7 |
Waratah Capital Advisors Ltd. | 5 | 1 | 0.03% | 0.55% | 2.54% | Q2 2017 | Q2 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Mawer Investment Management Ltd. | 7 | 7 | 0.25% | 0.32% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Heritage Wealth Advisors | 7 | 7 | 0.22% | 0.24% | 0.27% | Q4 2014 | Q2 2016 | 7 |
S&T BANK/PA | 7 | 7 | 0.05% | 0.09% | 0.10% | Q4 2020 | Q2 2022 | 7 |
Parkwood LLC | 4 | 1 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q1 2017 | 7 |
Mendel Money Management | 7 | 7 | 0.12% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.07% | 0.27% | 0.47% | Q3 2016 | Q2 2022 | 7 |
Kessler Investment Group, LLC | 7 | 7 | 0.06% | 0.08% | 0.14% | Q2 2018 | Q4 2019 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Counsel Portfolio Services Inc. | 4 | 3 | 0.06% | 0.20% | 0.40% | Q2 2013 | Q2 2016 | 7 |
Dakota Wealth Management | 7 | 7 | 0.19% | 0.34% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Summit Financial Wealth Advisors, LLC | 7 | 7 | 0.10% | 0.12% | 0.13% | Q4 2014 | Q2 2016 | 7 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 7 |
NATIONAL INVESTMENT SERVICES INC /WI | 7 | 7 | 1.73% | 1.91% | 2.04% | Q1 2017 | Q3 2018 | 7 |
Otter Creek Advisors, LLC | 3 | 1 | 1.13% | 1.79% | 2.89% | Q1 2016 | Q4 2019 | 7 |
Axel Capital Management, LLC | 7 | 7 | 1.89% | 4.50% | 6.09% | Q1 2018 | Q3 2019 | 7 |
PALISADE CAPITAL MANAGEMENT, LP | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2015 | Q4 2016 | 7 |
Harfst & Associates, Inc. | 6 | 1 | 0.06% | 0.13% | 0.21% | Q2 2015 | Q1 2017 | 7 |
Capital Investment Advisory Services, LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2022 | 7 |
PALLADIUM PARTNERS LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 7 |
Simmons Bank | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 7 |
Busey Bank | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 0.10% | 0.17% | 0.21% | Q4 2016 | Q2 2018 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2019 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Pearl River Capital, LLC | 3 | 1 | 0.04% | 0.26% | 0.72% | Q2 2019 | Q2 2023 | 7 |
Csenge Advisory Group | 6 | 1 | 0.00% | 0.07% | 0.11% | Q3 2018 | Q4 2020 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Crewe Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
6 Meridian | 6 | 1 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q2 2020 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Providence Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 7 |
Resource Management, LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 7 |
DUALITY ADVISERS, LP | 2 | 1 | 0.05% | 0.30% | 0.92% | Q4 2018 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.16% | 0.19% | 0.20% | Q2 2013 | Q4 2014 | 7 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 7 |
OSTRUM ASSET MANAGEMENT | 4 | 3 | 0.12% | 0.60% | 1.21% | Q3 2019 | Q3 2023 | 7 |
Brendel Financial Advisors LLC | 6 | 1 | 0.04% | 3.06% | 4.45% | Q4 2018 | Q2 2021 | 7 |
Occidental Asset Management, LLC | 5 | 2 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q1 2022 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Pantheon Investment Group, LLC | 7 | 7 | 0.61% | 0.93% | 1.12% | Q2 2020 | Q4 2021 | 7 |
Menard Financial Group LLC | 6 | 1 | 0.21% | 0.28% | 0.32% | Q4 2019 | Q3 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
DB Wealth Management Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Allegheny Financial Group LTD | 7 | 7 | 0.10% | 0.13% | 0.18% | Q4 2020 | Q2 2022 | 7 |
SYNTAX ADVISORS, LLC | 7 | 7 | 0.16% | 0.18% | 0.19% | Q4 2021 | Q2 2023 | 7 |
Eagle Bay Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FUNDSMITH INVESTMENT SERVICES LTD. | 7 | 7 | 4.81% | 5.18% | 5.62% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.08% | 0.23% | 0.51% | Q4 2021 | Q3 2023 | 7 |
Buttonwood Financial Advisors Inc. | 7 | 7 | 0.24% | 0.34% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.01% | 0.18% | 0.26% | Q4 2021 | Q2 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.23% | 0.25% | 0.28% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Borer Denton & Associates, Inc. | 7 | 7 | 1.80% | 2.01% | 2.14% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.13% | 0.20% | 0.26% | Q3 2017 | Q1 2019 | 7 |
Scott & Selber, Inc. | 4 | 3 | 0.31% | 0.83% | 1.41% | Q4 2016 | Q3 2021 | 7 |
BANK OF HAWAII | 6 | 1 | 0.01% | 0.07% | 0.10% | Q1 2016 | Q3 2021 | 7 |
REYNOLDS CAPITAL MANAGEMENT LLC | 4 | 3 | 0.17% | 0.31% | 0.55% | Q2 2013 | Q1 2016 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.01% | 0.04% | 0.19% | Q4 2020 | Q1 2023 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 1 | 0.01% | 0.64% | 1.14% | Q3 2015 | Q1 2022 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.02% | 0.03% | 0.09% | Q4 2017 | Q2 2021 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Advanced Asset Management Advisors Inc | 7 | 7 | 0.15% | 0.29% | 0.39% | Q4 2017 | Q2 2019 | 7 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2021 | 7 |
SYMPHONY ASSET MANAGEMENT LLC | 7 | 7 | 0.04% | 0.37% | 0.60% | Q4 2015 | Q2 2017 | 7 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 7 | 7 | 0.86% | 2.03% | 2.37% | Q1 2022 | Q3 2023 | 7 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.05% | 0.13% | Q3 2013 | Q2 2022 | 7 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Israel Discount Bank of New York | 6 | 6 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q1 2019 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q3 2016 | Q4 2017 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2019 | 6 |
McKinley Carter Wealth Services, Inc. | 6 | 6 | 0.08% | 0.32% | 0.59% | Q3 2017 | Q4 2018 | 6 |
MOTCO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.09% | 0.23% | 0.33% | Q4 2020 | Q2 2023 | 6 |
CWA Asset Management Group, LLC | 6 | 6 | 0.30% | 0.34% | 0.41% | Q2 2022 | Q3 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.16% | 0.86% | Q3 2017 | Q2 2023 | 6 |
KDI CAPITAL PARTNERS LLC | 6 | 6 | 2.02% | 2.20% | 2.44% | Q3 2017 | Q4 2018 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.03% | 0.11% | 0.28% | Q1 2021 | Q1 2023 | 6 |
WADDELL & REED FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
NovaPoint Capital, LLC | 6 | 6 | 1.14% | 1.40% | 1.54% | Q4 2019 | Q1 2021 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
ACG Wealth | 4 | 1 | 0.02% | 0.34% | 0.48% | Q4 2017 | Q2 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Wambolt & Associates, LLC | 6 | 6 | 0.14% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 6 |
Plancorp, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q2 2022 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Opus Capital Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q4 2018 | 6 |
Tortoise Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 6 |
Veracity Capital LLC | 6 | 6 | 0.43% | 0.53% | 0.64% | Q4 2019 | Q1 2021 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
West Coast Asset Management | 6 | 6 | 4.37% | 4.94% | 5.76% | Q2 2013 | Q3 2014 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 2 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 6 |
Round Table Services, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
CNB Bank | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 6 |
NuWave Investment Management, LLC | 4 | 1 | 0.08% | 0.15% | 0.28% | Q3 2020 | Q3 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2014 | 6 |
BEACON FINANCIAL GROUP | 6 | 6 | 0.15% | 0.55% | 0.70% | Q3 2014 | Q4 2015 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Renasant Bank | 4 | 2 | 0.17% | 0.18% | 0.22% | Q4 2020 | Q3 2022 | 6 |
Parasol Investment Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2016 | 6 |
Chesley Taft & Associates LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.26% | 0.28% | 0.32% | Q2 2013 | Q3 2014 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
GABLES CAPITAL MANAGEMENT INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Riverview Trust Co | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.09% | 0.17% | Q3 2019 | Q3 2022 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.15% | 0.24% | 0.32% | Q1 2022 | Q3 2023 | 6 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.12% | 0.45% | Q1 2016 | Q2 2021 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.86% | 1.15% | 1.38% | Q4 2019 | Q1 2021 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Czech National Bank | 6 | 6 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q4 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 6 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q4 2022 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.05% | 0.22% | 0.34% | Q2 2013 | Q3 2014 | 6 |
CEERA INVESTMENTS, LLC | 6 | 6 | 1.48% | 1.99% | 2.16% | Q3 2021 | Q4 2022 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 6 |
Wealth Alliance | 6 | 6 | 0.05% | 0.11% | 0.14% | Q1 2020 | Q2 2021 | 6 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.61% | 0.88% | 1.19% | Q2 2013 | Q2 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.10% | 0.22% | 0.33% | Q1 2022 | Q3 2023 | 6 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.11% | 0.23% | Q4 2019 | Q1 2021 | 6 |
Brown Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
West Family Investments, Inc. | 5 | 1 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q4 2022 | 6 |
Fund Management at Engine No. 1 LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
PSI Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
WealthPlan Investment Management, LLC | 5 | 1 | 0.02% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 6 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q3 2022 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.25% | 0.28% | 0.35% | Q2 2022 | Q3 2023 | 6 |
CVA Family Office, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 6 |
EP Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Schneider Downs Wealth Management Advisors, LP | 6 | 6 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.07% | 0.22% | 0.38% | Q3 2021 | Q4 2022 | 6 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2021 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q2 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Meritage Group LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Callan Capital, LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q1 2022 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q4 2017 | 6 |
C WorldWide Group Holding A/S | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Destiny Wealth Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q1 2022 | 5 |
SADOFF INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2020 | 5 |
Mercer Capital Advisers, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Acrospire Investment Management LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q2 2017 | 5 |
OPSEU Pension Plan Trust Fund | 5 | 5 | 0.16% | 0.22% | 0.26% | Q1 2020 | Q1 2021 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Bruderman Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Farmers National Bank | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.11% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Indie Asset Partners, LLC | 4 | 1 | 0.17% | 0.57% | 0.70% | Q4 2019 | Q3 2021 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
BESSEMER SECURITIES LLC | 4 | 1 | 0.65% | 0.69% | 0.72% | Q4 2013 | Q1 2015 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 2 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Soros Fund Management | 4 | 1 | 0.01% | 0.52% | 0.91% | Q1 2017 | Q2 2019 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.09% | 0.15% | Q1 2020 | Q1 2021 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.04% | 0.21% | 0.54% | Q1 2022 | Q2 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.07% | 0.13% | 0.16% | Q1 2018 | Q4 2021 | 5 |
Segment Wealth Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
HOWARD CAPITAL MANAGEMENT | 5 | 5 | 1.49% | 1.67% | 1.91% | Q1 2013 | Q1 2014 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.43% | 0.53% | 0.58% | Q4 2015 | Q4 2016 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q4 2018 | 5 |
WESTPORT ADVISERS LLC | 5 | 5 | 0.44% | 1.10% | 1.44% | Q2 2013 | Q2 2014 | 5 |
AustralianSuper Pty Ltd | 5 | 5 | 1.00% | 1.34% | 1.64% | Q1 2020 | Q1 2021 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
WealthShield Partners, LLC | 4 | 1 | 0.01% | 0.14% | 0.19% | Q2 2019 | Q1 2021 | 5 |
STALEY CAPITAL ADVISERS INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 5 |
Invictus RG | 2 | 1 | 0.02% | 2.49% | 10.73% | Q2 2016 | Q2 2020 | 5 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 1 | 0.74% | 0.92% | 1.03% | Q2 2018 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2023 | 5 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.41% | 0.65% | 1.21% | Q2 2013 | Q2 2015 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.07% | 0.11% | Q2 2020 | Q1 2023 | 5 |
Centiva Capital, LP | 2 | 1 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.09% | 0.19% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 5 |
Harvest Investment Services, LLC | 4 | 1 | 0.21% | 0.26% | 0.30% | Q4 2018 | Q1 2021 | 5 |
Steigerwald, Gordon & Koch Inc. | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2016 | Q3 2017 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Community Bank & Trust, Waco, Texas | 3 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2020 | 5 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.06% | 0.08% | Q3 2015 | Q4 2022 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q4 2015 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.21% | 0.39% | 0.56% | Q4 2019 | Q4 2020 | 5 |
First National Bank of South Miami | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Gerber Kawasaki Wealth & Investment Management | 3 | 1 | 0.00% | 0.06% | 0.09% | Q1 2017 | Q3 2021 | 5 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 5 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 5 | 5 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q2 2014 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.04% | 0.56% | 1.39% | Q2 2021 | Q1 2023 | 5 |
Mechanics Bank Trust Department | 4 | 1 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2016 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 5 | 0.12% | 0.13% | 0.17% | Q3 2017 | Q3 2018 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 5 |
Financial Management Professionals, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Canton Hathaway, LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q4 2020 | 5 |
Apex Capital Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Fusion Investment Group, LLC | 3 | 2 | 0.02% | 0.09% | 0.29% | Q1 2014 | Q3 2015 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Edgestream Partners, L.P. | 2 | 1 | 0.04% | 0.16% | 0.51% | Q4 2020 | Q2 2023 | 5 |
MQS Management LLC | 3 | 1 | 0.22% | 0.27% | 0.33% | Q1 2022 | Q3 2023 | 5 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 5 |
Astoria Portfolio Advisors LLC. | 5 | 5 | 0.10% | 0.14% | 0.20% | Q2 2022 | Q2 2023 | 5 |
Santa Fe Partners LLC | 2 | 1 | 0.06% | 0.14% | 0.30% | Q4 2013 | Q3 2015 | 5 |
ASSET ADVISORS CORP | 5 | 5 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q2 2014 | 5 |
Forum Financial Management, LP | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2015 | Q2 2016 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.13% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
BANK OF NOVA SCOTIA TRUST CO | 3 | 1 | 0.00% | 0.13% | 0.24% | Q3 2015 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Kiwi Wealth Investments Limited Partnership | 3 | 2 | 0.21% | 0.59% | 1.07% | Q3 2017 | Q2 2019 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 5 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 3 | 0.50% | 0.81% | 1.18% | Q1 2023 | Q3 2023 | 5 |
MATHER GROUP, LLC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q2 2019 | Q2 2020 | 5 |
Herold Advisors, Inc. | 5 | 5 | 0.30% | 0.33% | 0.36% | Q3 2021 | Q3 2022 | 5 |
Ohio National Investments, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Palo Capital, Inc. | 5 | 5 | 0.79% | 0.99% | 1.35% | Q4 2014 | Q4 2015 | 5 |
HOLLAND CAPITAL MANAGEMENT LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q2 2014 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.00% | 0.36% | 0.57% | Q1 2021 | Q1 2022 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Siemens Fonds Invest GmbH | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
CHICAGO EQUITY PARTNERS LLC | 4 | 4 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q1 2020 | 4 |
Standard Family Office LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 4 |
Chesapeake Wealth Management | 3 | 1 | 0.09% | 0.10% | 0.11% | Q1 2018 | Q1 2019 | 4 |
IFC Holdings Incorporated/FL | 3 | 1 | 0.07% | 0.28% | 0.40% | Q2 2013 | Q3 2016 | 4 |
Core Alternative Capital | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
SHAPIRO ROBERT N | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Airain ltd | 2 | 1 | 0.03% | 0.07% | 0.14% | Q3 2013 | Q3 2016 | 4 |
D'Orazio & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Private Capital Management, LLC | 3 | 3 | 0.06% | 0.11% | 0.19% | Q1 2023 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hotaling Investment Management, LLC | 3 | 1 | 0.09% | 0.13% | 0.18% | Q4 2021 | Q4 2022 | 4 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.73% | 0.78% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.34% | 0.40% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 1 | 0.10% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.64% | 0.73% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.10% | 0.31% | 0.56% | Q3 2015 | Q2 2018 | 4 |
CHATHAM CAPITAL GROUP, INC. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q3 2019 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.46% | 0.70% | 0.82% | Q4 2018 | Q3 2019 | 4 |
Dynamic Capital Management Ltd | 3 | 1 | 0.07% | 0.22% | 0.44% | Q2 2013 | Q3 2016 | 4 |
Tevis Investment Management | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q3 2022 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Faithward Advisors, LLC | 4 | 4 | 0.17% | 1.41% | 2.62% | Q3 2019 | Q2 2020 | 4 |
Silicon Hills Wealth Management, LLC | 3 | 1 | 0.05% | 0.22% | 0.31% | Q4 2019 | Q1 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q3 2020 | Q2 2021 | 4 |
WestEnd Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
ClariVest Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 0.00% | 0.05% | 0.07% | Q2 2019 | Q1 2020 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Sageworth Trust Co | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Spark Investment Management LLC | 2 | 2 | 0.11% | 0.21% | 0.40% | Q4 2014 | Q1 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q4 2019 | 4 |
Valley Brook Capital Group, Inc. | 4 | 4 | 0.28% | 0.33% | 0.38% | Q4 2020 | Q3 2021 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.19% | 0.35% | 0.65% | Q4 2021 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Strategic Wealth Partners, Ltd. | 3 | 1 | 0.00% | 0.05% | 0.21% | Q1 2019 | Q2 2021 | 4 |
Donoghue Forlines LLC | 2 | 1 | 0.20% | 0.27% | 0.36% | Q3 2018 | Q3 2020 | 4 |
Sarasin & Partners LLP | 3 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.03% | 0.08% | 0.11% | Q4 2014 | Q3 2015 | 4 |
LEO BROKERAGE, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.30% | 0.32% | 0.36% | Q4 2019 | Q3 2020 | 4 |
Atom Investors LP | 3 | 1 | 0.05% | 0.15% | 0.23% | Q2 2019 | Q1 2023 | 4 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.21% | 0.81% | 2.29% | Q4 2018 | Q3 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Chicago Capital, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
BARING ASSET MANAGEMENT Ltd | 4 | 4 | 0.02% | 0.08% | 0.10% | Q4 2016 | Q3 2017 | 4 |
Ranger Investment Management | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.56% | 0.98% | 1.24% | Q4 2015 | Q3 2016 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.40% | 0.46% | 0.52% | Q3 2020 | Q3 2021 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.06% | 0.25% | 0.53% | Q1 2017 | Q2 2021 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.17% | 0.22% | 0.26% | Q4 2019 | Q3 2020 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.09% | 0.20% | 0.30% | Q1 2020 | Q2 2022 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q1 2013 | Q4 2017 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2022 | 4 |
ADVANCE CAPITAL I INC | 4 | 4 | 0.49% | 1.01% | 1.32% | Q2 2015 | Q1 2016 | 4 |
CAPITAL ONE FINANCIAL CORP | 4 | 4 | 0.03% | 0.06% | 0.07% | Q1 2020 | Q4 2020 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Varma Mutual Pension Insurance Co | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Machina Capital S.A.S. | 2 | 1 | 0.15% | 0.29% | 0.49% | Q4 2018 | Q3 2021 | 4 |
Unigestion Holding SA | 3 | 1 | 0.01% | 0.28% | 0.45% | Q2 2018 | Q3 2023 | 4 |
RELIANCE TRUST CO | 4 | 4 | 0.14% | 0.19% | 0.21% | Q2 2013 | Q1 2014 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 3 | 1 | 0.64% | 0.87% | 1.06% | Q3 2022 | Q3 2023 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q2 2018 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.04% | 0.14% | 0.20% | Q1 2017 | Q4 2019 | 4 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Insight Folios Inc | 4 | 4 | 0.19% | 0.21% | 0.23% | Q3 2021 | Q2 2022 | 4 |
Eventide Asset Management | 4 | 4 | 0.19% | 0.23% | 0.27% | Q1 2020 | Q4 2020 | 4 |
Geller Advisors LLC | 2 | 1 | 0.02% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.29% | 0.47% | 0.59% | Q2 2013 | Q1 2014 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2019 | 4 |
VisionPoint Advisory Group, LLC | 3 | 1 | 0.00% | 0.10% | 0.14% | Q1 2020 | Q2 2023 | 4 |
Robeco Schweiz AG | 4 | 4 | 0.01% | 0.05% | 0.07% | Q1 2020 | Q4 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q3 2021 | 4 |
Dorsey Wright & Associates | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q4 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 4 |
Symphony Financial, Ltd. Co. | 4 | 4 | 0.07% | 0.10% | 0.15% | Q3 2022 | Q2 2023 | 4 |
Syntal Capital Partners, LLC | 1 | 1 | 0.02% | 0.48% | 1.11% | Q1 2015 | Q1 2022 | 4 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.13% | 0.20% | Q3 2014 | Q4 2016 | 4 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q3 2019 | 4 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.47% | 1.29% | Q3 2015 | Q2 2023 | 3 |
ZEVIN ASSET MANAGEMENT LLC | 3 | 3 | 0.83% | 0.93% | 1.06% | Q2 2013 | Q4 2013 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.01% | 0.05% | 0.06% | Q4 2015 | Q3 2018 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Heritage Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2019 | 3 |
WIMMER ASSOCIATES 1, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2016 | Q3 2016 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.08% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 3 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 3 | 3 | 0.52% | 0.65% | 0.90% | Q2 2013 | Q4 2013 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Slow Capital, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 3 |
Fluent Financial, LLC | 3 | 3 | 2.33% | 3.16% | 4.05% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
WAFRA INC. | 3 | 3 | 0.78% | 0.90% | 1.02% | Q1 2016 | Q3 2016 | 3 |
Forward Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Merrion Investment Management Co, LLC | 2 | 1 | 0.16% | 0.20% | 0.23% | Q4 2020 | Q1 2022 | 3 |
MainStreet Investment Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
HBK Sorce Advisory LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 3 |
Independence Bank of Kentucky | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.10% | 0.19% | 0.26% | Q4 2017 | Q4 2018 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 0.02% | 1.43% | 2.16% | Q4 2016 | Q2 2017 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Avitas Wealth Management LLC | 3 | 3 | 0.35% | 0.37% | 0.40% | Q1 2021 | Q3 2021 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2017 | Q2 2018 | 3 |
DORCHESTER WEALTH MANAGEMENT Co | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2015 | Q4 2015 | 3 |
Weiss Asset Management LP | 2 | 1 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q2 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Perpetual Ltd | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2019 | 3 |
ALPHA WINDWARD LLC | 2 | 1 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2020 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Unified Trust Company, N.A. | 3 | 3 | 0.94% | 1.01% | 1.06% | Q1 2021 | Q3 2021 | 3 |
Arabesque Asset Management Ltd | 2 | 1 | 0.41% | 0.68% | 0.98% | Q2 2020 | Q1 2021 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q2 2019 | 3 |
Parsec Financial Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
IMS Capital Management | 2 | 1 | 0.08% | 0.19% | 0.25% | Q1 2014 | Q2 2018 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.04% | 0.21% | 0.40% | Q4 2020 | Q2 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.18% | 0.26% | 0.37% | Q2 2022 | Q3 2023 | 3 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Candlestick Capital Management LP | 3 | 3 | 0.30% | 0.65% | 1.12% | Q1 2023 | Q3 2023 | 3 |
Beck Bode, LLC | 1 | 1 | 0.02% | 0.07% | 0.16% | Q3 2020 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
JSF Financial, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.05% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Bank of Kentucky, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.26% | 0.31% | 0.35% | Q4 2022 | Q2 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.02% | 0.11% | 0.21% | Q4 2020 | Q2 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q1 2021 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.43% | 1.04% | Q1 2022 | Q4 2022 | 3 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 3 |
Accel Wealth Management | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.23% | 0.40% | 0.50% | Q4 2021 | Q2 2022 | 3 |
IBERIABANK CORP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Granger Management LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
SRB CORP | 2 | 1 | 0.02% | 0.06% | 0.11% | Q1 2015 | Q1 2021 | 3 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.08% | 0.21% | 0.38% | Q3 2021 | Q1 2023 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.48% | 0.60% | 0.75% | Q4 2020 | Q2 2021 | 3 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 3 | 3 | 0.61% | 0.80% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 1.27% | 1.48% | 1.60% | Q1 2021 | Q3 2021 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DB Fitzpatrick & Co, Inc | 3 | 3 | 0.67% | 1.04% | 1.29% | Q4 2021 | Q2 2022 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Wills Financial Group, Inc. | 3 | 3 | 0.25% | 0.47% | 0.63% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
FCF Advisors LLC | 2 | 1 | 0.86% | 0.97% | 1.19% | Q3 2015 | Q3 2017 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.17% | 0.21% | 0.24% | Q1 2013 | Q3 2013 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.13% | 0.26% | 0.36% | Q1 2017 | Q4 2018 | 3 |
HB Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
AXQ CAPITAL, LP | 2 | 1 | 0.10% | 0.36% | 0.80% | Q4 2022 | Q3 2023 | 3 |
KFG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
W.H. Cornerstone Investments Inc. | 3 | 3 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Legg Mason Asset Management (Japan) Co., Ltd. | 2 | 1 | 0.45% | 0.69% | 0.88% | Q1 2016 | Q3 2018 | 3 |
Davis Investment Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 3 |
BRADY FAMILY WEALTH, LLC | 3 | 3 | 0.78% | 0.79% | 0.80% | Q4 2022 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AMF Tjanstepension AB | 2 | 1 | 0.03% | 0.08% | 0.18% | Q4 2020 | Q1 2023 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2023 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.02% | 0.27% | 0.68% | Q2 2014 | Q3 2022 | 3 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Ledyard National Bank | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
DEERE & CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 3 |
CIBC BANK USA | 3 | 3 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
MAPLE SECURITIES USA INC | 3 | 3 | 0.09% | 0.13% | 0.16% | Q2 2013 | Q4 2013 | 3 |
CHELSEA COUNSEL CO | 2 | 1 | 0.10% | 0.10% | 0.11% | Q2 2016 | Q4 2017 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q4 2022 | 3 |
J. W. Coons Advisors, LLC | 3 | 3 | 0.09% | 0.13% | 0.15% | Q2 2022 | Q4 2022 | 3 |
SUSQUEHANNA TRUST & INVESTMENT CO | 2 | 1 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q4 2014 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Elkhorn Investments, LLC | 3 | 3 | 0.92% | 0.95% | 1.00% | Q1 2017 | Q3 2017 | 3 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.16% | 0.17% | 0.17% | Q3 2017 | Q1 2018 | 3 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.33% | 0.50% | Q4 2018 | Q3 2023 | 3 |
Meiji Yasuda Life Insurance Co | 3 | 3 | 0.19% | 0.20% | 0.20% | Q3 2015 | Q1 2016 | 3 |
Coatue Management | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2019 | 3 |
DAVIDSON TRUST CO | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2019 | Q3 2019 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.08% | 0.16% | Q1 2019 | Q1 2021 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
TRAIN BABCOCK ADVISORS LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q2 2016 | Q4 2017 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 3 | 3 | 0.64% | 0.67% | 0.71% | Q2 2013 | Q4 2013 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.10% | 0.24% | 0.50% | Q1 2017 | Q4 2018 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.62% | 0.67% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.02% | 0.14% | 0.35% | Q3 2013 | Q3 2014 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.09% | 0.28% | 0.60% | Q2 2020 | Q2 2021 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
PEOPLES FINANCIAL SERVICES CORP. | 2 | 1 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q4 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.07% | 0.11% | Q3 2016 | Q2 2018 | 3 |
GLG INC. | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q4 2013 | 3 |
SPC Financial, Inc. | 3 | 3 | 0.28% | 0.32% | 0.39% | Q2 2018 | Q4 2018 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.23% | 0.42% | Q3 2014 | Q1 2017 | 3 |
Tandem Investment Advisors, Inc. | 3 | 3 | 1.41% | 1.49% | 1.54% | Q3 2022 | Q1 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
ARK Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Better Money Decisions, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Alaethes Wealth LLC | 2 | 2 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q3 2021 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.57% | 0.66% | 0.75% | Q1 2021 | Q2 2021 | 2 |
NICHOLAS COMPANY, INC. | 2 | 2 | 0.10% | 0.19% | 0.28% | Q2 2013 | Q3 2013 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.30% | 0.50% | Q4 2013 | Q2 2014 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2018 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 2 |
AIA Group Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.18% | 0.48% | 0.79% | Q2 2013 | Q3 2013 | 2 |
Covea Finance | 2 | 2 | 1.05% | 1.11% | 1.16% | Q3 2022 | Q4 2022 | 2 |
Brouwer & Janachowski, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2020 | Q4 2020 | 2 |
Sonen Capital LLC | 2 | 2 | 0.44% | 0.45% | 0.46% | Q1 2022 | Q2 2022 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.32% | 0.39% | 0.47% | Q1 2014 | Q1 2015 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ARMISTICE CAPITAL, LLC | 2 | 2 | 0.22% | 0.28% | 0.34% | Q2 2021 | Q3 2021 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.39% | 0.45% | 0.51% | Q3 2018 | Q4 2018 | 2 |
Estabrook Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Values First Advisors, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2020 | Q4 2020 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.32% | 0.44% | 0.56% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Geduld E E | 1 | 1 | 0.20% | 0.27% | 0.35% | Q3 2013 | Q3 2016 | 2 |
INVICTUS PRIVATE WEALTH, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.86% | 0.98% | 1.10% | Q4 2022 | Q2 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
CHOREO, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2017 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.26% | 0.31% | 0.35% | Q4 2018 | Q1 2019 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
ORG Partners LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2018 | Q1 2019 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Leucadia National | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.86% | 1.07% | 1.27% | Q2 2020 | Q3 2020 | 2 |
Principal Street Partners, LLC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Truehand, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2017 | Q3 2017 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.15% | 0.21% | 0.26% | Q3 2013 | Q4 2018 | 2 |
Oak Thistle LLC | 1 | 1 | 0.31% | 0.50% | 0.70% | Q2 2022 | Q3 2023 | 2 |
Infusive Asset Management Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.10% | 0.13% | 0.16% | Q1 2014 | Q3 2015 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.00% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 2 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.10% | 0.21% | Q4 2015 | Q4 2016 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.12% | 0.52% | 0.92% | Q4 2017 | Q1 2019 | 2 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.55% | 0.61% | 0.66% | Q3 2018 | Q4 2018 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Somerset Trust Co | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
GlobalBridge, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2013 | Q1 2014 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.04% | 0.83% | 1.62% | Q3 2020 | Q4 2020 | 2 |
Stokes Capital Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 2 |
MANA Advisors LLC | 1 | 1 | 0.69% | 1.16% | 1.63% | Q4 2017 | Q2 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.64% | 0.68% | 0.72% | Q1 2018 | Q2 2018 | 2 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q3 2019 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.18% | 0.36% | Q3 2018 | Q4 2018 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q2 2015 | 2 |
Arjuna Capital | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2020 | Q3 2020 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q2 2022 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 2 |
Bristol County Savings Bank | 2 | 2 | 2.24% | 2.34% | 2.44% | Q3 2017 | Q4 2017 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Sanibel Captiva Investment Advisers, Inc. | 2 | 2 | 0.25% | 0.26% | 0.27% | Q1 2013 | Q2 2013 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q1 2016 | 2 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Clarius Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2013 | 2 |
WASHINGTON CAPITAL MANAGEMENT, INC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2013 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.49% | 0.52% | 0.55% | Q1 2021 | Q3 2021 | 2 |
Cerebellum GP, LLC | 1 | 1 | 0.16% | 0.22% | 0.27% | Q4 2018 | Q3 2020 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.35% | 0.43% | 0.52% | Q3 2013 | Q4 2013 | 2 |
MRA Advisory Group | 2 | 2 | 0.32% | 0.36% | 0.39% | Q4 2020 | Q1 2021 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2017 | Q4 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Roundview Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DDFG, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Parplus Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 1 | 1 | 3.36% | 3.36% | 3.36% | Q2 2013 | Q2 2013 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
SG3 Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2020 | Q4 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2011 | Q4 2011 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
TIEDEMANN TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Harvey Partners, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
NKCFO LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Parametrica Management Ltd | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2018 | Q3 2018 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2016 | Q3 2016 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2019 | Q4 2019 | 1 |
Sante Capital Fund, LP | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2022 | Q3 2022 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GENEVA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2013 | Q2 2013 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GLG Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Century Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sepio Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Intersect Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Miller Investment Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Friedenthal Financial | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
NEW AMSTERDAM PARTNERS LLC/NY | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2014 | Q4 2014 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Legacy Wealth Planning, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2019 | Q1 2019 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2017 | Q3 2017 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
L & S Advisors Inc | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
Everett Capital Advisors UK LLP | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2018 | Q4 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2016 | Q3 2016 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Bancreek Capital Management, LP | 1 | 1 | 3.49% | 3.49% | 3.49% | Q4 2021 | Q4 2021 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CXI Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Caption Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2021 | Q4 2021 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2017 | Q4 2017 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2015 | Q3 2015 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
General Partner, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
AMARILLO NATIONAL BANK | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Financial Consulate Inc. | 1 | 1 | 5.54% | 5.54% | 5.54% | Q2 2021 | Q2 2021 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2015 | Q1 2015 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Leap Investments LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Winchester Group Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
FDO Partners, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2016 | Q3 2016 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2014 | Q1 2014 | 1 |
TREVOR STEWART BURTON & JACOBSEN INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Man Investments Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2014 | Q2 2014 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2020 | Q4 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Insight Inv LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Carmignac Gestion | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Eukles Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2022 | Q1 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2023 | Q2 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Kula Investments, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
TAMRO Capital Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tech Square Trading LP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2018 | Q4 2018 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2017 | Q2 2017 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Skye Global Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2023 | Q2 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Greenspring Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Alpha Square Group S LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2022 | Q1 2022 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Signition LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2018 | Q1 2018 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Citizens Business Bank | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2013 | Q4 2013 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2019 | Q3 2019 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
JDM Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 6.33% | 6.33% | 6.33% | Q4 2017 | Q4 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Independence Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LRT Capital Management, LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q1 2022 | Q1 2022 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own MCCORMICK & CO INC or have owned MCCORMICK & CO INC in the past.