Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 125 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 125 |
GOLDMAN SACHS GROUP INC | 42 | 1 | 0.00% | 0.04% | 0.18% | Q4 2012 | Q3 2023 | 119 |
HSBC HOLDINGS PLC | 44 | 44 | 0.00% | 0.08% | 0.60% | Q4 2012 | Q3 2023 | 119 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 115 |
Parallax Volatility Advisers, L.P. | 40 | 40 | 0.00% | 0.03% | 0.42% | Q4 2013 | Q3 2023 | 114 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.07% | 0.38% | Q2 2013 | Q3 2023 | 110 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.30% | Q2 2013 | Q3 2023 | 109 |
UBS Group AG | 36 | 36 | 0.00% | 0.10% | 0.54% | Q4 2014 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 106 |
Citadel Advisors | 42 | 42 | 0.00% | 0.03% | 0.26% | Q2 2013 | Q3 2023 | 100 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.08% | 0.35% | Q1 2013 | Q3 2023 | 97 |
JANE STREET GROUP, LLC | 33 | 5 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q3 2023 | 91 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.08% | 0.50% | Q2 2013 | Q3 2023 | 91 |
MILLENNIUM MANAGEMENT LLC | 33 | 8 | 0.00% | 0.07% | 0.47% | Q2 2013 | Q3 2023 | 87 |
WOLVERINE TRADING, LLC | 12 | 1 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 77 |
NOMURA HOLDINGS INC | 29 | 2 | 0.00% | 0.68% | 9.98% | Q4 2012 | Q2 2023 | 77 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 76 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.10% | 0.37% | Q3 2013 | Q3 2023 | 76 |
Jefferies Group LLC | 25 | 1 | 0.00% | 0.03% | 0.39% | Q2 2013 | Q1 2022 | 73 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 72 |
TWO SIGMA INVESTMENTS, LP | 32 | 9 | 0.00% | 0.15% | 0.68% | Q2 2013 | Q3 2023 | 70 |
Twin Tree Management, LP | 24 | 1 | 0.00% | 0.06% | 0.38% | Q4 2012 | Q1 2021 | 69 |
HAP Trading, LLC | 19 | 2 | 0.00% | 0.37% | 6.59% | Q2 2013 | Q3 2023 | 64 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.05% | 0.24% | Q3 2014 | Q3 2023 | 63 |
GLENMEDE TRUST CO NA | 45 | 2 | 0.00% | 0.03% | 0.13% | Q2 2007 | Q3 2023 | 63 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 60 |
Paloma Partners Management Co | 32 | 1 | 0.01% | 0.08% | 0.35% | Q3 2013 | Q3 2023 | 59 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q2 2018 | 57 |
TWO SIGMA SECURITIES, LLC | 12 | 1 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 55 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 1 | 0.00% | 0.05% | 0.39% | Q2 2013 | Q3 2023 | 54 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.12% | 0.51% | Q2 2013 | Q3 2023 | 53 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 52 |
Squarepoint Ops LLC | 17 | 2 | 0.00% | 0.13% | 0.87% | Q4 2014 | Q3 2023 | 52 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.26% | 1.07% | Q2 2013 | Q3 2023 | 51 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 51 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 49 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.14% | Q3 2018 | Q3 2023 | 49 |
HUNTINGTON NATIONAL BANK | 49 | 49 | 0.00% | 0.09% | 0.18% | Q3 2011 | Q3 2023 | 49 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.09% | 0.53% | Q2 2014 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 44 | 2 | 0.02% | 0.05% | 0.11% | Q1 2012 | Q3 2023 | 46 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.01% | 0.15% | 0.38% | Q1 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 46 |
TWO SIGMA ADVISERS, LP | 30 | 8 | 0.00% | 0.31% | 1.01% | Q2 2013 | Q2 2023 | 46 |
PROSPECTOR PARTNERS LLC | 42 | 42 | 0.08% | 1.26% | 2.13% | Q2 2013 | Q3 2023 | 46 |
Creative Planning | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 45 |
NATIXIS | 22 | 8 | 0.00% | 0.25% | 1.24% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.07% | 0.21% | 0.33% | Q4 2012 | Q3 2023 | 44 |
AMALGAMATED BANK | 44 | 44 | 0.17% | 0.23% | 0.48% | Q4 2012 | Q3 2023 | 44 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2020 | 44 |
SECURIAN ASSET MANAGEMENT, INC | 44 | 44 | 0.14% | 0.18% | 0.21% | Q4 2012 | Q3 2023 | 44 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 44 |
Bank of New York Mellon Corp | 44 | 44 | 0.00% | 0.21% | 0.32% | Q4 2012 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.05% | 0.09% | 0.22% | Q4 2012 | Q3 2023 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.03% | 0.08% | 0.29% | Q1 2013 | Q4 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.02% | 0.04% | 0.07% | Q4 2012 | Q3 2023 | 44 |
Zhang Financial LLC | 44 | 44 | 0.12% | 0.21% | 0.26% | Q4 2012 | Q3 2023 | 44 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 44 | 44 | 0.08% | 0.23% | 0.44% | Q4 2012 | Q3 2023 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.04% | 0.63% | 2.82% | Q1 2013 | Q4 2023 | 44 |
PALISADE CAPITAL MANAGEMENT, LP | 44 | 44 | 0.09% | 0.20% | 0.31% | Q4 2012 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.03% | 0.13% | 0.26% | Q4 2012 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.08% | 0.50% | Q2 2013 | Q1 2017 | 44 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 44 | 44 | 0.16% | 0.35% | 0.62% | Q4 2012 | Q3 2023 | 44 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.03% | 0.16% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.08% | 0.15% | 0.25% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.15% | 0.23% | 0.31% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.50% | 0.66% | 0.93% | Q1 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.17% | 0.34% | 0.74% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.10% | 0.22% | 0.43% | Q1 2013 | Q3 2023 | 43 |
ING GROEP NV | 43 | 43 | 0.03% | 0.48% | 4.49% | Q1 2013 | Q3 2023 | 43 |
Rehmann Capital Advisory Group | 28 | 15 | 0.05% | 0.09% | 0.18% | Q4 2012 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.04% | 0.06% | 0.09% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.09% | 0.64% | 1.52% | Q1 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.08% | 0.24% | 0.37% | Q2 2013 | Q4 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.01% | 0.23% | 0.78% | Q1 2013 | Q3 2023 | 43 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.13% | 0.56% | 1.48% | Q2 2013 | Q4 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.20% | 0.43% | Q2 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.03% | 0.06% | 0.17% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.04% | 0.07% | 0.13% | Q4 2012 | Q2 2023 | 43 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.11% | 0.27% | 0.46% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.18% | 0.26% | 0.34% | Q1 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q4 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.02% | 0.15% | 0.36% | Q4 2012 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.01% | 0.07% | 0.28% | Q1 2013 | Q3 2023 | 43 |
Bartlett & Co. LLC | 26 | 16 | 0.03% | 0.11% | 0.31% | Q2 2013 | Q4 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.16% | 0.35% | 0.82% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.34% | 1.04% | 1.82% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.20% | 0.27% | 0.36% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.17% | 0.22% | 0.29% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.05% | 0.34% | 0.78% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.11% | 0.22% | 0.37% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.08% | 0.23% | 0.96% | Q2 2013 | Q3 2023 | 42 |
CORDA Investment Management, LLC. | 42 | 42 | 0.75% | 2.40% | 4.14% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.14% | 0.28% | 0.47% | Q2 2013 | Q3 2023 | 42 |
DUBUQUE BANK & TRUST CO | 42 | 42 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 0.06% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.03% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
SAYBROOK CAPITAL /NC | 42 | 42 | 1.70% | 2.56% | 3.26% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.04% | 0.62% | 0.96% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.06% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ARS Investment Partners, LLC | 42 | 42 | 0.09% | 0.29% | 1.36% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MITCHELL SINKLER & STARR/PA | 42 | 42 | 0.08% | 0.56% | 1.43% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.03% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.50% | 0.66% | 0.89% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.18% | 0.24% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Hilton Capital Management, LLC | 42 | 42 | 0.06% | 0.22% | 1.41% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.07% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.18% | 0.26% | 0.33% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.01% | 0.32% | 0.65% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.01% | 0.30% | 0.47% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.04% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.12% | 0.34% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.10% | 0.77% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.94% | 1.13% | 1.42% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 0.05% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JACOBS & CO/CA | 42 | 42 | 0.49% | 0.73% | 1.15% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 0.62% | 1.35% | 2.25% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.13% | 0.25% | 0.57% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.48% | 0.78% | 1.34% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 42 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.04% | 0.20% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.13% | 0.21% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.11% | 0.18% | 0.23% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.18% | 0.38% | 0.67% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.17% | 0.51% | 1.14% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.20% | 0.29% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BOYAR ASSET MANAGEMENT INC. | 42 | 42 | 2.15% | 2.56% | 3.69% | Q2 2013 | Q3 2023 | 42 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 42 | 42 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.30% | 1.31% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.10% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.08% | 0.22% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.02% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.04% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
CAPITAL INTERNATIONAL LTD /CA/ | 42 | 42 | 0.09% | 0.58% | 1.16% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.18% | 0.26% | 0.34% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.04% | 0.46% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 0.23% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.10% | 0.20% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Foyston, Gordon, & Payne Inc | 42 | 42 | 0.23% | 1.28% | 3.99% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.10% | 0.21% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.16% | 0.91% | 2.03% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.10% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.14% | 0.23% | 0.33% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.05% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Lindsell Train | 42 | 42 | 20.22% | 25.70% | 31.84% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.38% | 0.52% | 0.76% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.03% | 0.60% | 1.31% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.14% | 0.64% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.16% | 0.56% | 0.89% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.03% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.07% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.05% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.18% | 0.24% | 0.32% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 0.59% | 0.79% | 0.94% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 0.68% | 0.90% | 1.21% | Q2 2013 | Q3 2023 | 42 |
VALICENTI ADVISORY SERVICES INC | 42 | 42 | 0.16% | 0.36% | 1.10% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.14% | 0.24% | 0.35% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.01% | 1.05% | 3.24% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.12% | 0.41% | 0.72% | Q2 2013 | Q3 2023 | 42 |
PARNASSUS INVESTMENTS, LLC | 42 | 42 | 0.15% | 2.06% | 3.58% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.01% | 0.31% | 0.63% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.08% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MCF Advisors LLC | 25 | 7 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.44% | 0.59% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Roundview Capital LLC | 42 | 42 | 0.22% | 0.32% | 0.48% | Q2 2013 | Q3 2023 | 42 |
NORTHEAST INVESTMENT MANAGEMENT | 42 | 42 | 0.23% | 0.38% | 0.73% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.16% | 0.24% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.15% | 0.26% | 0.40% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.23% | 0.65% | 1.36% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.18% | 0.27% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 42 | 42 | 0.25% | 0.43% | 0.83% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.09% | 0.32% | 0.67% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
America First Investment Advisors, LLC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.04% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.12% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.18% | 0.26% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Wallace Capital Management Inc. | 42 | 42 | 0.25% | 0.34% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.20% | 0.27% | 0.36% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.05% | 0.29% | 1.20% | Q2 2013 | Q4 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.10% | 0.15% | 1.12% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.02% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.05% | 0.21% | 1.57% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 42 | 42 | 1.08% | 1.77% | 2.27% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.09% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.05% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.02% | 0.75% | 2.18% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.03% | 0.31% | 0.71% | Q2 2013 | Q3 2023 | 42 |
ZWJ INVESTMENT COUNSEL INC | 42 | 42 | 0.86% | 2.00% | 2.64% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 1.63% | 2.14% | 2.65% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.13% | 0.23% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.01% | 0.22% | 1.22% | Q2 2013 | Q3 2023 | 42 |
C M BIDWELL & ASSOCIATES LTD | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.03% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.12% | 0.40% | 0.77% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.17% | 0.26% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Strategic Financial Services, Inc, | 42 | 42 | 0.15% | 0.50% | 0.82% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.26% | 0.41% | 0.87% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.08% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL PLC | 42 | 42 | 0.03% | 0.22% | 0.50% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.20% | 0.25% | 0.54% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.83% | 1.03% | 1.41% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.05% | 0.17% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Ironwood Investment Counsel, LLC | 42 | 42 | 0.26% | 1.14% | 2.05% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.07% | 0.82% | 2.02% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.02% | 1.23% | 2.76% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.24% | 0.37% | 0.75% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.44% | 0.53% | 0.64% | Q2 2013 | Q3 2023 | 42 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 42 | 42 | 0.15% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.07% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 0.50% | 0.69% | 1.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.08% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.01% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Capital International, Inc./CA/ | 42 | 42 | 0.02% | 0.28% | 0.80% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.04% | 0.25% | 0.78% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.30% | 0.39% | 0.48% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 42 |
STALEY CAPITAL ADVISERS INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.03% | 0.34% | 1.28% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.02% | 0.93% | 1.54% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.07% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.09% | 0.25% | 0.41% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.06% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.10% | 0.54% | 1.04% | Q2 2013 | Q3 2023 | 42 |
FACTORY MUTUAL INSURANCE CO | 42 | 42 | 0.28% | 0.58% | 0.97% | Q2 2013 | Q3 2023 | 42 |
PHILADELPHIA TRUST CO | 42 | 42 | 0.05% | 0.28% | 1.74% | Q2 2013 | Q3 2023 | 42 |
Boston Common Asset Management, LLC | 42 | 42 | 0.02% | 0.50% | 1.16% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.08% | 0.50% | 1.27% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.40% | 0.56% | 0.71% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.28% | 0.48% | 0.99% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.20% | 0.26% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Rodgers Brothers Inc. | 42 | 42 | 0.24% | 0.37% | 0.56% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.13% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FULTON BREAKEFIELD BROENNIMAN LLC | 42 | 42 | 0.04% | 0.86% | 1.89% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.16% | 0.35% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.16% | 0.26% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.03% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.19% | 0.64% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.10% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.07% | 0.30% | 0.57% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.05% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BRANDYWINE TRUST CO | 42 | 42 | 0.34% | 0.65% | 0.97% | Q2 2013 | Q3 2023 | 42 |
MONTAG & CALDWELL, LLC | 42 | 42 | 0.04% | 2.53% | 4.74% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.15% | 0.44% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.05% | 0.31% | 0.63% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.25% | 0.38% | 0.56% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.20% | 0.29% | 0.41% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.39% | 0.49% | 0.74% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.19% | 0.26% | 0.39% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.18% | 0.55% | 1.32% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 0.11% | 0.19% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 0.72% | 1.19% | 1.63% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.21% | 0.37% | 0.78% | Q2 2013 | Q3 2023 | 42 |
NORTHSTAR ASSET MANAGEMENT LLC | 42 | 42 | 0.55% | 1.01% | 1.76% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.01% | 0.23% | 0.81% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.17% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.05% | 0.26% | 0.51% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.10% | 0.27% | 0.64% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.36% | 0.49% | 0.64% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.19% | 0.27% | 0.37% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.09% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.02% | 0.89% | 2.59% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 42 | 42 | 0.28% | 0.44% | 0.72% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
HEADINVEST, LLC | 42 | 42 | 0.10% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.04% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.26% | 0.36% | 0.50% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.14% | 0.38% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.01% | 0.45% | 1.40% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN INVESTMENT MANAGEMENT | 42 | 42 | 0.42% | 0.96% | 1.39% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.10% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.32% | 0.53% | 0.73% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 1.08% | 1.43% | 1.86% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.11% | 0.28% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.21% | 0.32% | 0.47% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.18% | 0.62% | Q2 2013 | Q3 2023 | 42 |
JENNISON ASSOCIATES LLC | 42 | 42 | 0.07% | 0.34% | 1.09% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.22% | 0.30% | 0.44% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.15% | 0.23% | 0.45% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.06% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
HOWE & RUSLING INC | 42 | 42 | 0.01% | 0.17% | 0.73% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.11% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.08% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Life Insurance Co | 42 | 42 | 0.02% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.20% | 0.34% | 0.50% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.08% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.04% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FORVIS Wealth Advisors, LLC | 42 | 42 | 0.02% | 0.06% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Hartford Financial Management Inc. | 42 | 42 | 0.68% | 1.07% | 1.62% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.04% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.13% | 0.21% | 0.29% | Q2 2013 | Q3 2023 | 42 |
MEYER HANDELMAN CO | 42 | 42 | 0.48% | 0.68% | 0.94% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.04% | 0.28% | 0.53% | Q2 2013 | Q3 2023 | 42 |
Aristotle Capital Management, LLC | 42 | 42 | 0.00% | 1.07% | 2.80% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.24% | 0.87% | 2.74% | Q2 2013 | Q3 2023 | 42 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 42 | 42 | 0.75% | 1.19% | 2.56% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.50% | 0.73% | 1.17% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.14% | 0.57% | 1.15% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 0.30% | 0.50% | 0.95% | Q2 2013 | Q3 2023 | 42 |
CI INVESTMENTS INC. | 42 | 42 | 0.12% | 0.75% | 1.36% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.21% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.20% | 0.27% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
W.G. Shaheen & Associates DBA Whitney & Co | 42 | 42 | 0.51% | 1.27% | 1.98% | Q2 2013 | Q3 2023 | 42 |
NEW ENGLAND ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.40% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.28% | 0.38% | 0.54% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.53% | 0.74% | 1.12% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.21% | 1.13% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.06% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.33% | 0.49% | 0.78% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.44% | 0.96% | 1.43% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.00% | 0.05% | 1.58% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
KEATING INVESTMENT COUNSELORS INC | 42 | 42 | 0.13% | 0.23% | 0.34% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.12% | 0.16% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.04% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 1.24% | 1.56% | 2.16% | Q2 2013 | Q3 2023 | 42 |
A. D. Beadell Investment Counsel, Inc. | 42 | 42 | 0.76% | 1.25% | 2.66% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.04% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.03% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.05% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
West Family Investments, Inc. | 29 | 1 | 0.00% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.34% | 0.61% | 0.90% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.20% | 0.27% | 0.35% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.02% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.13% | 0.44% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.04% | 0.26% | 0.71% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.14% | 0.21% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.14% | 0.24% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.03% | 0.36% | 0.82% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.17% | 0.28% | 0.38% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.30% | 1.19% | 1.72% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Capital International Investors | 42 | 42 | 0.20% | 0.58% | 1.21% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.28% | 0.42% | 0.64% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.04% | 0.48% | 1.60% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.41% | 0.54% | 0.69% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.22% | 0.43% | 0.74% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TAURUS ASSET MANAGEMENT, LLC | 42 | 42 | 0.43% | 1.98% | 3.06% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.19% | 0.25% | 0.33% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.25% | 0.48% | Q2 2013 | Q3 2023 | 42 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.05% | 0.18% | 0.45% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.02% | 0.06% | 0.22% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.22% | 0.31% | 0.40% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.03% | 0.06% | 0.12% | Q4 2013 | Q4 2023 | 41 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 34 | 7 | 0.19% | 0.41% | 0.81% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.56% | 0.91% | 1.22% | Q2 2013 | Q3 2023 | 41 |
Advisory Services Network, LLC | 27 | 14 | 0.06% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 41 |
Harbour Capital Advisors, LLC | 41 | 41 | 0.23% | 0.61% | 1.00% | Q1 2013 | Q1 2023 | 41 |
Covington Investment Advisors Inc. | 41 | 41 | 0.50% | 1.08% | 1.69% | Q2 2013 | Q2 2023 | 41 |
SUMITOMO LIFE INSURANCE CO | 41 | 41 | 0.04% | 0.25% | 0.43% | Q3 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 1.18% | 1.48% | 1.95% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 41 |
CYPRESS ASSET MANAGEMENT INC/TX | 41 | 41 | 0.30% | 0.51% | 0.81% | Q2 2013 | Q2 2023 | 41 |
Newman Dignan & Sheerar, Inc. | 26 | 15 | 0.01% | 0.23% | 2.49% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.18% | 0.23% | 0.40% | Q1 2013 | Q3 2023 | 41 |
Bollard Group LLC | 41 | 41 | 0.04% | 0.06% | 0.13% | Q3 2013 | Q3 2023 | 41 |
DOHENY ASSET MANAGEMENT /CA | 36 | 5 | 0.17% | 0.61% | 1.06% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.00% | 0.09% | 0.18% | Q3 2013 | Q3 2023 | 41 |
BARR E S & CO | 41 | 41 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q2 2023 | 41 |
BOKF, NA | 32 | 9 | 0.07% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 41 |
Triangle Securities Wealth Management | 24 | 17 | 0.17% | 0.27% | 0.52% | Q2 2013 | Q3 2023 | 41 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 40 | 1 | 0.14% | 0.29% | 0.38% | Q2 2013 | Q3 2023 | 41 |
GUYASUTA INVESTMENT ADVISORS INC | 39 | 2 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.10% | 0.14% | 0.20% | Q3 2013 | Q3 2023 | 41 |
TUDOR INVESTMENT CORP ET AL | 12 | 1 | 0.00% | 0.09% | 0.47% | Q1 2014 | Q3 2023 | 41 |
Berkshire Hathaway | 41 | 41 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2023 | 41 |
Summit Asset Management, LLC | 36 | 5 | 0.09% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Wellington Shields & Co., LLC | 25 | 16 | 0.01% | 0.49% | 1.90% | Q2 2013 | Q3 2023 | 41 |
BRIDGES INVESTMENT MANAGEMENT INC | 38 | 3 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.00% | 0.16% | 0.73% | Q3 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.26% | 0.74% | 1.17% | Q2 2013 | Q2 2023 | 41 |
B. Riley Wealth Advisors, Inc. | 24 | 17 | 0.03% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 41 |
SIGNATUREFD, LLC | 38 | 3 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Calamos Wealth Management LLC | 41 | 41 | 0.04% | 0.38% | 0.80% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 41 |
Vigilant Capital Management, LLC | 41 | 41 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 41 |
Hikari Tsushin, Inc. | 33 | 8 | 0.13% | 0.29% | 0.89% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 41 |
LOGAN CAPITAL MANAGEMENT INC | 41 | 41 | 0.08% | 0.28% | 0.86% | Q3 2013 | Q3 2023 | 41 |
FIRST INTERSTATE BANK | 31 | 10 | 0.40% | 1.11% | 1.65% | Q2 2013 | Q3 2023 | 41 |
WENDELL DAVID ASSOCIATES INC | 36 | 5 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.57% | 0.69% | 0.85% | Q2 2013 | Q3 2023 | 41 |
FIDUCIARY TRUST CO | 28 | 13 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 41 |
TRIAN FUND MANAGEMENT, L.P. | 41 | 41 | 0.02% | 12.32% | 24.68% | Q2 2013 | Q2 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.22% | 0.39% | 0.66% | Q2 2013 | Q3 2023 | 41 |
Stack Financial Management, Inc | 41 | 41 | 1.50% | 1.94% | 2.98% | Q3 2013 | Q3 2023 | 41 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.42% | 0.81% | 1.62% | Q4 2013 | Q3 2023 | 40 |
MAI Capital Management | 36 | 4 | 0.03% | 0.31% | 0.61% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.22% | 0.30% | 0.40% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.16% | 0.22% | 0.31% | Q4 2013 | Q3 2023 | 40 |
Atria Investments, Inc | 19 | 7 | 0.02% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.44% | 0.53% | 0.62% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.70% | 0.90% | 1.23% | Q4 2013 | Q3 2023 | 40 |
Timber Creek Capital Management LLC | 38 | 2 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 40 |
M. Kraus & Co | 40 | 40 | 2.53% | 2.91% | 3.38% | Q4 2013 | Q3 2023 | 40 |
Heritage Wealth Advisors | 40 | 40 | 0.12% | 0.51% | 1.11% | Q4 2013 | Q3 2023 | 40 |
Lido Advisors, LLC | 21 | 21 | 0.01% | 0.03% | 0.16% | Q3 2018 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Rafferty Asset Management, LLC | 40 | 40 | 0.02% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 40 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.07% | 0.14% | 0.36% | Q2 2013 | Q1 2023 | 40 |
Laurion Capital Management LP | 14 | 1 | 0.00% | 0.09% | 0.74% | Q4 2013 | Q2 2022 | 40 |
Sky Investment Group LLC | 40 | 40 | 0.30% | 0.41% | 0.50% | Q4 2013 | Q3 2023 | 40 |
MUFG Americas Holdings Corp | 40 | 40 | 0.14% | 0.42% | 0.64% | Q4 2012 | Q3 2022 | 40 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 7 | 0.02% | 0.25% | 0.51% | Q2 2013 | Q3 2023 | 40 |
Addison Capital Co | 40 | 40 | 1.73% | 2.53% | 3.30% | Q4 2013 | Q3 2023 | 40 |
Ninety One UK Ltd | 37 | 3 | 0.02% | 0.41% | 1.12% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.02% | 0.06% | 0.41% | Q4 2013 | Q4 2023 | 40 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 40 | 40 | 0.22% | 0.30% | 0.36% | Q4 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.18% | 0.24% | 0.32% | Q4 2013 | Q3 2023 | 40 |
Cohen Klingenstein LLC | 40 | 40 | 0.03% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.34% | 0.64% | Q1 2014 | Q3 2023 | 40 |
Parkside Financial Bank & Trust | 34 | 6 | 0.06% | 0.14% | 0.39% | Q2 2013 | Q3 2023 | 40 |
NORGES BANK | 40 | 40 | 0.18% | 0.25% | 0.33% | Q1 2013 | Q4 2022 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Cannell & Co. | 40 | 40 | 0.18% | 0.60% | 1.95% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.02% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 40 |
INTRUST BANK NA | 39 | 1 | 0.12% | 0.22% | 0.37% | Q2 2013 | Q3 2023 | 40 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 40 | 40 | 0.32% | 0.48% | 0.85% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.61% | 1.99% | 3.56% | Q4 2013 | Q3 2023 | 40 |
Stonebridge Capital Advisors LLC | 40 | 40 | 0.02% | 0.07% | 0.17% | Q4 2013 | Q3 2023 | 40 |
D'Orazio & Associates, Inc. | 40 | 40 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.30% | 0.38% | 0.53% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.19% | 0.27% | 0.38% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.32% | 0.81% | 1.20% | Q2 2013 | Q4 2022 | 39 |
BANK OF THE WEST | 39 | 39 | 0.03% | 0.17% | 0.56% | Q2 2013 | Q4 2022 | 39 |
GHP Investment Advisors, Inc. | 28 | 11 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 39 |
Reynders McVeigh Capital Management, LLC | 35 | 4 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.11% | 0.23% | 0.35% | Q2 2013 | Q4 2022 | 39 |
Verus Financial Partners, Inc. | 27 | 12 | 0.04% | 0.10% | 0.16% | Q4 2013 | Q3 2023 | 39 |
WASHINGTON TRUST Co | 20 | 1 | 0.01% | 0.27% | 0.74% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.08% | 0.12% | 0.18% | Q1 2014 | Q3 2023 | 39 |
Nuveen Asset Management, LLC | 22 | 16 | 0.00% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.08% | 0.23% | 0.57% | Q2 2013 | Q2 2023 | 39 |
EP Wealth Advisors, LLC | 21 | 18 | 0.02% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.13% | 0.35% | Q1 2014 | Q3 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.24% | 0.40% | 0.61% | Q2 2013 | Q4 2022 | 39 |
Centiva Capital, LP | 10 | 1 | 0.00% | 0.06% | 0.33% | Q1 2019 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 1.26% | 1.54% | 1.90% | Q1 2014 | Q3 2023 | 39 |
Addenda Capital Inc. | 39 | 39 | 0.06% | 0.30% | 0.45% | Q1 2014 | Q3 2023 | 39 |
Columbia Asset Management | 33 | 6 | 0.16% | 0.24% | 0.37% | Q4 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.21% | 0.90% | Q1 2014 | Q3 2023 | 39 |
Checchi Capital Advisers, LLC | 39 | 39 | 0.05% | 0.10% | 0.18% | Q1 2014 | Q3 2023 | 39 |
SPINNAKER TRUST | 24 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 39 |
Capital International Sarl | 38 | 38 | 0.10% | 0.43% | 1.14% | Q2 2014 | Q3 2023 | 38 |
AlphaMark Advisors, LLC | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2022 | 38 |
ADELL HARRIMAN & CARPENTER INC | 32 | 6 | 0.06% | 0.32% | 0.94% | Q2 2013 | Q3 2023 | 38 |
Smith, Salley & Associates | 38 | 38 | 0.04% | 0.11% | 0.27% | Q2 2014 | Q3 2023 | 38 |
FDx Advisors, Inc. | 38 | 38 | 0.01% | 0.20% | 0.48% | Q2 2014 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.02% | 0.02% | Q2 2014 | Q3 2023 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.33% | 1.00% | 1.70% | Q2 2013 | Q3 2022 | 38 |
BALDWIN BROTHERS LLC/MA | 38 | 38 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q4 2023 | 38 |
ROOSEVELT INVESTMENT GROUP LLC | 38 | 38 | 0.02% | 0.08% | 1.07% | Q2 2013 | Q3 2022 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.03% | 0.07% | 0.14% | Q2 2014 | Q3 2023 | 38 |
DAVIS R M INC | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2022 | 38 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 22 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.05% | 0.16% | 0.44% | Q2 2013 | Q3 2022 | 38 |
American Research & Management Co. | 38 | 38 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2022 | 38 |
GREENLEAF TRUST | 34 | 4 | 0.01% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 38 |
ARGI Investment Services, LLC | 27 | 11 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q4 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.09% | 0.48% | 0.86% | Q2 2013 | Q3 2022 | 38 |
SHEPHERD KAPLAN KROCHUK, LLC | 38 | 38 | 0.12% | 0.27% | 0.97% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.17% | 0.57% | 0.90% | Q2 2013 | Q3 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.24% | 0.40% | 0.54% | Q2 2013 | Q3 2022 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.15% | 0.21% | 0.37% | Q2 2014 | Q3 2023 | 38 |
COMMUNITY TRUST & INVESTMENT CO | 38 | 38 | 0.29% | 1.15% | 2.28% | Q2 2014 | Q3 2023 | 38 |
DILLON & ASSOCIATES INC | 37 | 37 | 0.14% | 0.32% | 0.41% | Q3 2014 | Q3 2023 | 37 |
Carnegie Capital Asset Management, LLC | 37 | 37 | 0.02% | 0.06% | 0.19% | Q3 2014 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.11% | 0.35% | 0.64% | Q3 2014 | Q3 2023 | 37 |
JOHNSON INVESTMENT COUNSEL INC | 37 | 37 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q3 2023 | 37 |
Connor, Clark & Lunn Investment Management Ltd. | 33 | 4 | 0.00% | 0.18% | 0.44% | Q1 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2022 | 37 |
Murphy Pohlad Asset Management LLC | 37 | 37 | 0.45% | 0.74% | 1.02% | Q3 2014 | Q3 2023 | 37 |
FIRST NATIONAL BANK OF OMAHA | 22 | 2 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 37 |
NewSquare Capital LLC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
Supplemental Annuity Collective Trust of NJ | 23 | 14 | 0.18% | 0.35% | 0.50% | Q1 2014 | Q3 2023 | 37 |
Covington Capital Management | 35 | 2 | 0.46% | 0.70% | 0.98% | Q2 2013 | Q3 2022 | 37 |
Sandhill Capital Partners LLC | 20 | 17 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 37 |
Allen Investment Management, LLC | 37 | 37 | 0.02% | 0.11% | 0.19% | Q3 2014 | Q3 2023 | 37 |
Aureus Asset Management, LLC | 30 | 7 | 0.06% | 0.45% | 2.02% | Q2 2013 | Q3 2023 | 37 |
CADENCE BANK NA | 37 | 37 | 0.31% | 0.43% | 0.61% | Q2 2013 | Q2 2022 | 37 |
Capital Analysts, LLC | 25 | 1 | 0.00% | 0.13% | 0.49% | Q4 2012 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.21% | 0.28% | 0.41% | Q3 2014 | Q3 2023 | 37 |
CAMBRIDGE TRUST CO | 36 | 1 | 0.02% | 0.43% | 1.00% | Q2 2014 | Q3 2023 | 37 |
Bank Pictet & Cie (Europe) AG | 37 | 37 | 0.11% | 0.71% | 1.86% | Q3 2014 | Q3 2023 | 37 |
PineBridge Investments, L.P. | 29 | 2 | 0.00% | 0.10% | 0.74% | Q2 2013 | Q3 2023 | 37 |
BOURGEON CAPITAL MANAGEMENT LLC | 22 | 15 | 0.26% | 1.31% | 2.72% | Q2 2014 | Q3 2023 | 37 |
COMPTON CAPITAL MANAGEMENT INC /RI | 36 | 36 | 0.10% | 0.23% | 0.60% | Q2 2013 | Q1 2022 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.15% | 0.24% | 0.35% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.03% | 0.39% | 0.95% | Q4 2014 | Q3 2023 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 0.60% | 0.89% | 1.25% | Q4 2014 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.36% | 0.64% | 1.02% | Q4 2014 | Q3 2023 | 36 |
1832 Asset Management L.P. | 35 | 1 | 0.00% | 0.46% | 0.93% | Q2 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.18% | 0.27% | 0.36% | Q2 2013 | Q1 2022 | 36 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 1 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 36 |
PITTENGER & ANDERSON INC | 25 | 1 | 0.00% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.16% | 0.23% | 0.31% | Q2 2013 | Q1 2022 | 36 |
COLONY GROUP LLC | 26 | 10 | 0.01% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 36 |
DUPONT CAPITAL MANAGEMENT CORP | 30 | 1 | 0.01% | 0.20% | 0.43% | Q2 2013 | Q4 2022 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.58% | 0.79% | 0.97% | Q4 2014 | Q3 2023 | 36 |
HOLDERNESS INVESTMENTS CO | 36 | 36 | 0.24% | 0.36% | 0.62% | Q4 2014 | Q3 2023 | 36 |
CRAWFORD INVESTMENT COUNSEL INC | 19 | 1 | 0.01% | 0.51% | 1.45% | Q2 2013 | Q3 2023 | 36 |
TANAKA CAPITAL MANAGEMENT INC | 36 | 36 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 36 |
CITIZENS & NORTHERN CORP | 36 | 36 | 0.77% | 1.13% | 1.44% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
SEARLE & CO. | 36 | 36 | 0.29% | 0.44% | 2.24% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.38% | 0.57% | 0.85% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.04% | 0.09% | 0.26% | Q4 2014 | Q3 2023 | 36 |
Mariner, LLC | 34 | 2 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.08% | 0.22% | 0.43% | Q2 2013 | Q1 2022 | 36 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 36 | 36 | 0.07% | 0.73% | 1.06% | Q2 2013 | Q1 2022 | 36 |
Weiss Multi-Strategy Advisers LLC | 15 | 1 | 0.01% | 0.35% | 1.12% | Q2 2013 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.13% | 0.22% | 0.32% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
ADVISOR PARTNERS LLC | 31 | 5 | 0.20% | 0.35% | 0.57% | Q2 2013 | Q2 2022 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.28% | 0.37% | 0.46% | Q2 2013 | Q1 2022 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 36 |
BANQUE PICTET & CIE SA | 34 | 2 | 0.01% | 0.16% | 0.32% | Q4 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.03% | 0.15% | 0.39% | Q4 2014 | Q3 2023 | 36 |
Diligent Investors, LLC | 36 | 36 | 0.46% | 1.02% | 2.18% | Q4 2014 | Q3 2023 | 36 |
Mirae Asset Global Investments Co., Ltd. | 36 | 36 | 0.04% | 0.10% | 0.22% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.05% | 0.20% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.01% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Grassi Investment Management | 18 | 4 | 0.02% | 0.19% | 1.22% | Q2 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Pettee Investors, Inc. | 15 | 3 | 0.11% | 0.17% | 0.28% | Q4 2013 | Q3 2023 | 35 |
MARKSTON INTERNATIONAL LLC | 35 | 35 | 0.16% | 0.33% | 0.44% | Q2 2013 | Q4 2021 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.04% | 0.11% | 0.25% | Q1 2015 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.02% | 0.08% | 0.48% | Q2 2013 | Q4 2021 | 35 |
Clear Harbor Asset Management, LLC | 35 | 35 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Brown Advisory Securities, LLC | 35 | 35 | 0.05% | 0.37% | 0.74% | Q2 2013 | Q4 2021 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.02% | 0.08% | 0.18% | Q1 2015 | Q3 2023 | 35 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 31 | 4 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 35 |
FIRST CITIZENS BANK & TRUST CO | 24 | 2 | 0.02% | 0.19% | 0.51% | Q2 2013 | Q3 2023 | 35 |
CREDIT AGRICOLE S A | 28 | 1 | 0.00% | 0.17% | 0.41% | Q2 2013 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.57% | 1.31% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
Avior Wealth Management, LLC | 35 | 35 | 0.01% | 0.20% | 0.54% | Q1 2015 | Q3 2023 | 35 |
Atlantic Union Bankshares Corp | 19 | 16 | 0.07% | 0.43% | 0.87% | Q1 2014 | Q3 2023 | 35 |
Dynamic Advisor Solutions LLC | 20 | 1 | 0.06% | 0.11% | 0.21% | Q4 2013 | Q3 2023 | 35 |
BALASA DINVERNO & FOLTZ LLC | 18 | 17 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 35 |
JANUS HENDERSON GROUP PLC | 31 | 4 | 0.01% | 0.03% | 0.11% | Q3 2014 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.04% | 0.10% | 0.34% | Q1 2015 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.24% | 0.51% | 0.92% | Q1 2015 | Q3 2023 | 35 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2021 | 34 |
Verition Fund Management LLC | 12 | 1 | 0.00% | 0.05% | 0.45% | Q2 2013 | Q3 2023 | 34 |
PETTYJOHN, WOOD & WHITE, INC | 32 | 1 | 0.09% | 0.12% | 0.18% | Q1 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.05% | 0.08% | 0.14% | Q2 2015 | Q3 2023 | 34 |
KNOTT DAVID M | 34 | 34 | 0.02% | 0.21% | 0.54% | Q2 2013 | Q3 2021 | 34 |
Evanson Asset Management, LLC | 34 | 34 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q1 2022 | 34 |
Savant Capital, LLC | 34 | 34 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.18% | 0.25% | 0.32% | Q2 2013 | Q3 2021 | 34 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.02% | 0.12% | 0.62% | Q2 2014 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.13% | 0.17% | 0.27% | Q2 2013 | Q3 2021 | 34 |
INTACT INVESTMENT MANAGEMENT INC. | 31 | 1 | 0.01% | 0.18% | 0.38% | Q2 2013 | Q3 2023 | 34 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 18 | 16 | 0.16% | 0.89% | 1.41% | Q2 2013 | Q3 2023 | 34 |
Grantham, Mayo, Van Otterloo & Co. LLC | 18 | 2 | 0.01% | 0.05% | 0.19% | Q3 2015 | Q3 2023 | 34 |
Pineno Levin & Ford Asset Management, Inc. | 34 | 34 | 0.12% | 0.17% | 0.25% | Q3 2013 | Q4 2021 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q1 2022 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.08% | 0.15% | 0.26% | Q2 2015 | Q3 2023 | 34 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 34 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.03% | 1.11% | 9.04% | Q2 2015 | Q3 2023 | 34 |
WEATHERLY ASSET MANAGEMENT L. P. | 19 | 1 | 0.03% | 0.05% | 0.10% | Q2 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.04% | 0.07% | 0.13% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.06% | 0.14% | Q4 2013 | Q1 2022 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.01% | 0.16% | 0.46% | Q2 2015 | Q3 2023 | 34 |
Gotham Asset Management, LLC | 27 | 3 | 0.00% | 0.20% | 0.49% | Q1 2014 | Q3 2023 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 34 |
ROCKLAND TRUST CO | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.12% | 0.33% | 0.88% | Q4 2012 | Q1 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.03% | 0.04% | 0.07% | Q4 2015 | Q4 2023 | 33 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 0.27% | 1.25% | 2.81% | Q2 2013 | Q2 2021 | 33 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 5 | 0.02% | 0.25% | 1.24% | Q2 2013 | Q3 2023 | 33 |
Freedom Investment Management, Inc. | 33 | 33 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q3 2023 | 33 |
WADE G W & INC | 33 | 33 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.05% | 0.17% | 0.23% | Q2 2013 | Q2 2021 | 33 |
USCA RIA LLC | 33 | 33 | 0.05% | 0.19% | 0.47% | Q2 2013 | Q2 2021 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.20% | 0.50% | Q4 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.06% | 0.43% | Q1 2014 | Q1 2022 | 33 |
DELTEC ASSET MANAGEMENT LLC | 33 | 33 | 0.22% | 0.34% | 0.89% | Q3 2015 | Q3 2023 | 33 |
FISHMAN JAY A LTD/MI | 29 | 4 | 0.05% | 0.07% | 0.08% | Q2 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.12% | 0.28% | 0.56% | Q2 2013 | Q3 2023 | 33 |
MIDDLETON & CO INC/MA | 33 | 33 | 0.06% | 0.85% | 1.35% | Q3 2015 | Q3 2023 | 33 |
Echo Street Capital Management LLC | 18 | 1 | 0.00% | 0.70% | 2.21% | Q2 2014 | Q3 2023 | 33 |
1834 INVESTMENT ADVISORS CO | 24 | 1 | 0.05% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 33 |
Winfield Associates, Inc. | 18 | 15 | 0.10% | 0.22% | 0.74% | Q4 2013 | Q1 2022 | 33 |
ALBION FINANCIAL GROUP /UT | 30 | 3 | 0.00% | 0.07% | 0.09% | Q2 2013 | Q2 2022 | 33 |
FIL Ltd | 32 | 1 | 0.00% | 0.07% | 0.31% | Q2 2013 | Q1 2022 | 33 |
Horan Capital Advisors, LLC. | 33 | 33 | 0.12% | 1.20% | 1.55% | Q2 2013 | Q2 2021 | 33 |
Employees Retirement System of Texas | 32 | 1 | 0.05% | 0.19% | 0.69% | Q2 2013 | Q3 2023 | 33 |
Balentine LLC | 21 | 12 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q3 2023 | 33 |
Formidable Asset Management, LLC | 17 | 1 | 0.05% | 0.14% | 0.29% | Q3 2013 | Q3 2023 | 33 |
Cypress Capital Management LLC (WY) | 33 | 33 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q4 2022 | 33 |
BOWEN HANES & CO INC | 30 | 3 | 0.01% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 33 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.11% | 0.59% | Q1 2015 | Q3 2023 | 33 |
KINGS POINT CAPITAL MANAGEMENT | 33 | 33 | 0.01% | 0.23% | 0.36% | Q1 2014 | Q1 2022 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.52% | 0.63% | 0.78% | Q2 2013 | Q2 2021 | 33 |
Mechanics Bank Trust Department | 21 | 2 | 0.01% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q2 2021 | 33 |
GAM Holding AG | 33 | 33 | 0.14% | 0.33% | 0.66% | Q2 2013 | Q2 2021 | 33 |
Glovista Investments LLC | 33 | 33 | 0.03% | 0.15% | 0.51% | Q2 2013 | Q2 2021 | 33 |
TWIN CAPITAL MANAGEMENT INC | 21 | 1 | 0.10% | 0.31% | 0.47% | Q2 2013 | Q3 2023 | 33 |
CWM, LLC | 24 | 1 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q3 2023 | 33 |
CIM INVESTMENT MANAGEMENT INC | 30 | 3 | 0.13% | 0.30% | 0.48% | Q2 2013 | Q3 2023 | 33 |
WASHINGTON TRUST BANK | 28 | 5 | 0.03% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 33 |
Grove Bank & Trust | 32 | 32 | 0.02% | 0.15% | 0.30% | Q4 2015 | Q3 2023 | 32 |
Transamerica Financial Advisors, Inc. | 14 | 1 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 32 |
LOOMIS SAYLES & CO L P | 22 | 4 | 0.00% | 0.13% | 0.30% | Q3 2013 | Q2 2023 | 32 |
USS Investment Management Ltd | 20 | 2 | 0.20% | 0.88% | 1.91% | Q4 2012 | Q3 2023 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.86% | 1.43% | 2.65% | Q4 2015 | Q3 2023 | 32 |
TELEMUS CAPITAL, LLC | 31 | 1 | 0.03% | 0.08% | 0.17% | Q3 2013 | Q3 2023 | 32 |
Cedar Wealth Management, LLC | 32 | 32 | 0.63% | 0.96% | 1.61% | Q4 2015 | Q3 2023 | 32 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 32 | 32 | 0.05% | 0.11% | 0.20% | Q2 2013 | Q1 2021 | 32 |
Glenview Trust Co | 28 | 1 | 0.11% | 0.21% | 0.42% | Q4 2012 | Q3 2023 | 32 |
Homrich & Berg | 22 | 10 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.02% | 0.04% | 0.20% | Q4 2015 | Q3 2023 | 32 |
EXENCIAL WEALTH ADVISORS, LLC | 17 | 1 | 0.01% | 0.09% | 0.24% | Q1 2013 | Q3 2023 | 32 |
Hills Bank & Trust Co | 32 | 32 | 0.11% | 0.38% | 0.54% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.29% | 0.42% | 0.59% | Q1 2016 | Q4 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.28% | 0.39% | 0.51% | Q4 2015 | Q3 2023 | 32 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 16 | 4 | 0.02% | 0.07% | 0.25% | Q3 2014 | Q1 2023 | 32 |
McKinley Carter Wealth Services, Inc. | 29 | 3 | 0.03% | 0.28% | 0.72% | Q4 2014 | Q3 2023 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 26 | 6 | 0.00% | 0.56% | 0.90% | Q2 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.02% | 0.10% | 0.41% | Q2 2013 | Q1 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.02% | 0.15% | 0.23% | Q2 2013 | Q1 2021 | 32 |
HOWARD CAPITAL MANAGEMENT | 32 | 32 | 0.10% | 0.13% | 0.16% | Q1 2013 | Q4 2020 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.05% | 0.13% | 0.25% | Q4 2015 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.12% | 0.23% | 0.35% | Q2 2013 | Q4 2023 | 32 |
Plancorp, LLC | 29 | 1 | 0.03% | 0.13% | 0.47% | Q4 2013 | Q3 2023 | 32 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.14% | 0.49% | Q2 2013 | Q1 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.22% | 0.36% | 0.47% | Q4 2015 | Q3 2023 | 32 |
Capital World Investors | 19 | 3 | 0.00% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.06% | 0.08% | 0.23% | Q4 2015 | Q3 2023 | 32 |
Gratus Capital, LLC | 32 | 32 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q4 2022 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q1 2021 | 32 |
Stuart Chaussee & Associates, Inc. | 32 | 32 | 0.02% | 0.06% | 0.32% | Q4 2015 | Q3 2023 | 32 |
Waldron Private Wealth LLC | 21 | 11 | 0.04% | 0.08% | 0.18% | Q3 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.69% | 0.94% | 1.22% | Q4 2015 | Q3 2023 | 32 |
Sculptor Capital LP | 10 | 1 | 0.01% | 0.62% | 1.64% | Q2 2013 | Q3 2018 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.32% | 0.55% | 0.74% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.12% | 0.19% | 0.34% | Q4 2015 | Q3 2023 | 32 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 8 | 2.86% | 3.41% | 4.10% | Q4 2014 | Q3 2023 | 32 |
Voya Financial Advisors, Inc. | 24 | 8 | 0.02% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 32 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 24 | 8 | 0.05% | 0.61% | 1.28% | Q2 2013 | Q3 2023 | 32 |
Stonehage Fleming Financial Services Holdings Ltd | 22 | 2 | 0.02% | 0.15% | 0.37% | Q4 2014 | Q3 2023 | 32 |
Lipe & Dalton | 31 | 31 | 0.07% | 2.07% | 5.02% | Q1 2016 | Q3 2023 | 31 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 4 | 0.45% | 0.61% | 1.11% | Q4 2014 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.13% | 0.21% | 0.27% | Q1 2016 | Q3 2023 | 31 |
MONARCH CAPITAL MANAGEMENT INC/ | 27 | 1 | 0.05% | 0.39% | 0.98% | Q2 2013 | Q3 2023 | 31 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.30% | 0.78% | 1.53% | Q4 2014 | Q3 2023 | 31 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 27 | 1 | 0.08% | 0.12% | 0.32% | Q2 2014 | Q3 2023 | 31 |
Private Wealth Advisors, Inc. | 31 | 31 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q4 2020 | 31 |
WealthPLAN Partners, LLC | 21 | 1 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.06% | 0.15% | Q4 2015 | Q3 2023 | 31 |
LORD, ABBETT & CO. LLC | 31 | 31 | 0.12% | 0.36% | 0.52% | Q2 2013 | Q4 2020 | 31 |
INSPIRION WEALTH ADVISORS, LLC | 30 | 1 | 0.06% | 0.10% | 0.15% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.19% | 0.26% | 0.46% | Q2 2013 | Q4 2020 | 31 |
Spectrum Management Group, LLC | 21 | 10 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2022 | 31 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 23 | 1 | 0.02% | 0.24% | 0.32% | Q2 2013 | Q3 2023 | 31 |
BARINGS LLC | 9 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.04% | 0.14% | 0.40% | Q4 2015 | Q3 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.09% | 0.14% | 0.18% | Q1 2016 | Q3 2023 | 31 |
Modera Wealth Management, LLC | 31 | 31 | 0.03% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Oliver Luxxe Assets LLC | 30 | 1 | 0.14% | 0.53% | 1.36% | Q4 2015 | Q3 2023 | 31 |
Beaumont Financial Partners, LLC | 31 | 31 | 0.05% | 0.88% | 1.23% | Q3 2014 | Q1 2022 | 31 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 31 | 31 | 0.08% | 0.63% | 1.39% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.07% | 0.17% | Q1 2016 | Q3 2023 | 31 |
Birch Hill Investment Advisors LLC | 31 | 31 | 0.03% | 1.14% | 2.34% | Q1 2016 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.15% | 0.29% | Q2 2014 | Q4 2021 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.01% | 0.09% | 0.15% | Q4 2014 | Q2 2022 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.03% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.14% | 0.21% | 0.27% | Q2 2013 | Q4 2020 | 31 |
Simmons Bank | 31 | 31 | 0.02% | 0.06% | 0.16% | Q1 2016 | Q3 2023 | 31 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 19 | 1 | 0.03% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 31 |
BP PLC | 31 | 31 | 0.08% | 0.27% | 0.49% | Q4 2013 | Q2 2021 | 31 |
UBS OCONNOR LLC | 16 | 3 | 0.00% | 0.41% | 1.65% | Q2 2013 | Q1 2018 | 31 |
FLIPPIN BRUCE & PORTER INC | 30 | 30 | 0.05% | 0.11% | 1.31% | Q4 2013 | Q1 2021 | 30 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.32% | 3.18% | Q2 2013 | Q1 2023 | 30 |
BECK MACK & OLIVER LLC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 30 |
Family Capital Trust Co | 30 | 30 | 1.87% | 2.42% | 3.18% | Q2 2016 | Q3 2023 | 30 |
American Investment Services, Inc. | 30 | 30 | 0.55% | 0.69% | 0.90% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2020 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.02% | 0.12% | 0.24% | Q1 2016 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.09% | 0.15% | 0.21% | Q2 2013 | Q3 2020 | 30 |
Vident Investment Advisory, LLC | 24 | 6 | 0.00% | 0.08% | 0.32% | Q1 2015 | Q2 2023 | 30 |
Hilltop Holdings Inc. | 13 | 5 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.04% | 0.30% | 0.72% | Q2 2016 | Q3 2023 | 30 |
Advocacy Wealth Management Services, LLC | 28 | 2 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2022 | 30 |
WINTON GROUP Ltd | 11 | 2 | 0.00% | 0.24% | 1.03% | Q2 2014 | Q2 2023 | 30 |
Perpetual Ltd | 12 | 2 | 0.01% | 1.16% | 4.71% | Q1 2013 | Q3 2023 | 30 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.02% | 0.42% | 1.22% | Q4 2016 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.24% | 0.29% | 0.43% | Q2 2016 | Q3 2023 | 30 |
Cowen Prime Services LLC | 30 | 30 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.03% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.00% | 0.14% | 0.24% | Q2 2013 | Q3 2020 | 30 |
CAPITAL CITY TRUST CO/FL | 16 | 3 | 0.09% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q3 2020 | 30 |
INDEPENDENT INVESTORS INC | 14 | 4 | 0.05% | 0.09% | 0.14% | Q4 2015 | Q3 2023 | 30 |
STEWART & PATTEN CO LLC | 30 | 30 | 0.16% | 1.88% | 2.93% | Q2 2016 | Q3 2023 | 30 |
MARTINGALE ASSET MANAGEMENT L P | 22 | 8 | 0.01% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 30 |
LINCOLN NATIONAL CORP | 30 | 30 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.05% | 0.27% | 0.61% | Q2 2016 | Q3 2023 | 30 |
Baystate Wealth Management LLC | 28 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 0.06% | 0.45% | 0.75% | Q4 2013 | Q3 2023 | 29 |
PECAUT & CO. | 28 | 1 | 0.12% | 1.76% | 3.22% | Q4 2013 | Q4 2022 | 29 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 26 | 3 | 0.03% | 0.40% | 1.81% | Q3 2013 | Q3 2022 | 29 |
HUTNER CAPITAL MANAGEMENT INC | 29 | 29 | 0.16% | 0.50% | 1.15% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.05% | 0.14% | 0.37% | Q4 2013 | Q4 2020 | 29 |
Tredje AP-fonden | 20 | 9 | 0.09% | 0.21% | 0.43% | Q2 2015 | Q3 2023 | 29 |
Arvest Bank Trust Division | 29 | 29 | 0.67% | 0.92% | 1.17% | Q3 2014 | Q3 2021 | 29 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 11 | 1 | 0.01% | 0.30% | 1.38% | Q4 2014 | Q2 2019 | 29 |
MACKENZIE FINANCIAL CORP | 23 | 1 | 0.00% | 0.18% | 0.42% | Q2 2013 | Q3 2023 | 29 |
Brookstone Capital Management | 23 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 29 |
CORTLAND ASSOCIATES INC/MO | 29 | 29 | 0.07% | 0.11% | 0.18% | Q3 2016 | Q3 2023 | 29 |
ST GERMAIN D J CO INC | 14 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2023 | 29 |
PGGM Investments | 18 | 5 | 0.12% | 0.26% | 0.41% | Q3 2013 | Q3 2023 | 29 |
EXANE DERIVATIVES | 15 | 14 | 0.00% | 0.02% | 0.28% | Q4 2014 | Q2 2022 | 29 |
COLDSTREAM CAPITAL MANAGEMENT INC | 13 | 1 | 0.01% | 0.05% | 0.12% | Q2 2014 | Q3 2023 | 29 |
Chicago Partners Investment Group LLC | 16 | 13 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 29 |
FLOSSBACH VON STORCH AG | 18 | 11 | 0.00% | 0.20% | 1.07% | Q4 2012 | Q3 2023 | 29 |
PATTON ALBERTSON MILLER GROUP, LLC | 19 | 1 | 0.03% | 0.51% | 1.48% | Q2 2013 | Q3 2023 | 29 |
CHOREO, LLC | 17 | 3 | 0.02% | 0.09% | 0.21% | Q1 2014 | Q3 2023 | 29 |
Stearns Financial Services Group | 29 | 29 | 0.04% | 0.06% | 0.10% | Q3 2013 | Q3 2020 | 29 |
Crestwood Advisors Group, LLC | 19 | 1 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.13% | 0.17% | 0.25% | Q4 2015 | Q4 2022 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.08% | 0.24% | 0.43% | Q4 2013 | Q4 2020 | 29 |
InterOcean Capital, LLC | 29 | 29 | 0.33% | 1.60% | 2.89% | Q2 2013 | Q2 2020 | 29 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.03% | 0.12% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Kavar Capital Partners, LLC | 28 | 28 | 1.20% | 1.47% | 1.66% | Q4 2013 | Q3 2020 | 28 |
OAKBROOK INVESTMENTS LLC | 28 | 28 | 0.24% | 0.73% | 2.58% | Q2 2013 | Q1 2020 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Private Ocean, LLC | 22 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2022 | 28 |
Avalon Investment & Advisory | 16 | 1 | 0.01% | 0.39% | 0.60% | Q2 2013 | Q2 2022 | 28 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.08% | 0.29% | Q3 2014 | Q3 2022 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.03% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
CADENCE CAPITAL MANAGEMENT LLC | 25 | 1 | 0.06% | 0.19% | 0.57% | Q1 2013 | Q3 2020 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.14% | 0.21% | 0.30% | Q4 2016 | Q3 2023 | 28 |
RBO & CO LLC | 28 | 28 | 2.23% | 2.86% | 3.81% | Q4 2016 | Q3 2023 | 28 |
Armbruster Capital Management, Inc. | 14 | 4 | 0.06% | 0.09% | 0.20% | Q4 2015 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.03% | 0.23% | 0.29% | Q4 2014 | Q3 2021 | 28 |
Brinker Capital Investments, LLC | 10 | 2 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q4 2022 | 28 |
VAN ECK ASSOCIATES CORP | 28 | 28 | 0.01% | 0.08% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.07% | 0.09% | 0.17% | Q3 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.14% | 0.39% | 0.85% | Q2 2016 | Q3 2023 | 28 |
Wealth Architects, LLC | 21 | 1 | 0.05% | 0.08% | 0.12% | Q4 2015 | Q3 2023 | 28 |
American Trust Investment Advisors, LLC | 20 | 8 | 0.32% | 2.40% | 3.37% | Q4 2014 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.04% | 0.28% | 0.48% | Q4 2016 | Q3 2023 | 28 |
Adirondack Research & Management Inc. | 28 | 28 | 0.10% | 0.15% | 0.25% | Q1 2013 | Q4 2019 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.11% | 0.14% | 0.18% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.03% | 0.06% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.37% | 0.53% | 0.90% | Q4 2016 | Q3 2023 | 28 |
Hexavest Inc. | 14 | 14 | 0.01% | 0.32% | 0.82% | Q2 2013 | Q3 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.12% | 0.18% | 0.31% | Q4 2016 | Q3 2023 | 28 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 0.08% | 0.40% | 2.31% | Q3 2014 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.19% | 0.51% | 0.76% | Q4 2016 | Q3 2023 | 28 |
Edge Wealth Management LLC | 17 | 11 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 28 |
Capital Wealth Planning, LLC | 15 | 2 | 0.01% | 0.68% | 2.73% | Q1 2014 | Q3 2023 | 28 |
Omnia Family Wealth, LLC | 28 | 28 | 0.01% | 0.21% | 0.36% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.10% | 0.18% | 0.28% | Q2 2013 | Q1 2020 | 28 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22 | 6 | 0.04% | 0.21% | 0.52% | Q4 2015 | Q2 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.12% | 0.30% | 0.90% | Q4 2016 | Q3 2023 | 28 |
SNS Financial Group, LLC | 25 | 1 | 0.00% | 0.21% | 0.90% | Q4 2016 | Q3 2023 | 28 |
GIRARD PARTNERS LTD. | 28 | 28 | 0.10% | 0.38% | 0.70% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.09% | 0.15% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.01% | 0.09% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.28% | 0.41% | 0.71% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.09% | 0.21% | 0.37% | Q4 2016 | Q3 2023 | 28 |
United Bank | 28 | 28 | 0.55% | 0.81% | 1.04% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.07% | 0.12% | 0.26% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.21% | 0.28% | 0.41% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.03% | 0.45% | 0.69% | Q4 2016 | Q3 2023 | 28 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 2 | 0.01% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 28 |
PATTEN & PATTEN INC/TN | 25 | 1 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2023 | 28 |
Clearstead Trust, LLC | 28 | 28 | 0.08% | 0.16% | 0.24% | Q4 2016 | Q3 2023 | 28 |
ALLSTATE CORP | 20 | 2 | 0.02% | 0.18% | 0.90% | Q3 2013 | Q3 2023 | 28 |
Close Asset Management Ltd | 28 | 28 | 0.00% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 28 | 28 | 0.04% | 0.08% | 0.37% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 4 | 0.03% | 0.39% | 1.10% | Q3 2013 | Q4 2022 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.22% | 0.28% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.10% | 0.24% | Q4 2016 | Q3 2023 | 28 |
CIBC BANK USA | 27 | 27 | 0.21% | 0.30% | 0.49% | Q2 2013 | Q4 2019 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.03% | 0.12% | 0.25% | Q3 2013 | Q2 2020 | 27 |
Mint Tower Capital Management B.V. | 7 | 2 | 0.00% | 0.25% | 0.78% | Q4 2018 | Q3 2022 | 27 |
TRUST CO OF TOLEDO NA /OH/ | 25 | 1 | 0.05% | 0.11% | 0.20% | Q4 2016 | Q4 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 27 |
SMITH, MOORE & CO. | 25 | 2 | 0.04% | 0.08% | 0.33% | Q4 2015 | Q3 2023 | 27 |
GRIFFIN ASSET MANAGEMENT, INC. | 16 | 11 | 0.08% | 0.21% | 0.44% | Q2 2013 | Q1 2021 | 27 |
American Assets Investment Management, LLC | 27 | 27 | 0.40% | 0.51% | 0.72% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.16% | 0.29% | Q1 2017 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.57% | 0.80% | 1.04% | Q2 2013 | Q4 2019 | 27 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 27 |
Zurich Insurance Group Ltd/FI | 17 | 10 | 0.02% | 0.24% | 0.53% | Q4 2015 | Q3 2023 | 27 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q4 2019 | 27 |
Financial Advantage, Inc. | 16 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 27 |
HighPoint Advisor Group LLC | 26 | 1 | 0.22% | 0.34% | 0.67% | Q2 2015 | Q2 2022 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.21% | 0.29% | 0.36% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.09% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Telos Capital Management, Inc. | 14 | 2 | 0.03% | 0.07% | 0.13% | Q4 2014 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
INTEGRAL DERIVATIVES, LLC | 11 | 1 | 0.01% | 0.05% | 0.19% | Q4 2013 | Q1 2018 | 27 |
NORRIS PERNE & FRENCH LLP/MI | 23 | 1 | 0.02% | 0.63% | 1.14% | Q2 2013 | Q3 2023 | 27 |
Welch Group, LLC | 15 | 12 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 18 | 9 | 0.02% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q4 2019 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
BOSTON FINANCIAL MANGEMENT LLC | 20 | 7 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 27 |
Catalyst Capital Advisors LLC | 12 | 3 | 0.00% | 0.26% | 2.27% | Q2 2013 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.06% | 0.14% | 0.22% | Q1 2017 | Q3 2023 | 27 |
Northwest Quadrant Wealth Management, LLC | 21 | 6 | 0.12% | 0.16% | 0.32% | Q4 2016 | Q3 2023 | 27 |
FIRST MIDWEST BANK TRUST DIVISION | 24 | 1 | 0.03% | 0.10% | 0.24% | Q1 2014 | Q4 2021 | 27 |
Family Legacy, Inc. | 24 | 2 | 0.31% | 0.40% | 0.57% | Q1 2017 | Q3 2023 | 26 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.17% | 1.62% | Q2 2013 | Q3 2023 | 26 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 7 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2020 | 26 |
Ascent Wealth Partners, LLC | 26 | 26 | 0.09% | 0.45% | 1.65% | Q4 2013 | Q1 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.05% | 0.35% | 0.82% | Q2 2013 | Q3 2019 | 26 |
ORRSTOWN FINANCIAL SERVICES INC | 26 | 26 | 0.05% | 0.30% | 1.24% | Q2 2013 | Q3 2019 | 26 |
SpiderRock Advisors, LLC | 20 | 1 | 0.00% | 0.05% | 0.15% | Q1 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
TREMBLANT CAPITAL GROUP | 22 | 22 | 0.27% | 2.80% | 4.74% | Q2 2016 | Q3 2021 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.12% | 0.16% | 0.24% | Q2 2017 | Q3 2023 | 26 |
Capula Management Ltd | 5 | 1 | 0.00% | 0.12% | 0.56% | Q2 2019 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.06% | 0.08% | 0.11% | Q4 2016 | Q1 2023 | 26 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 21 | 1 | 0.08% | 0.10% | 0.12% | Q2 2014 | Q2 2022 | 26 |
Baker Ellis Asset Management LLC | 26 | 26 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q3 2019 | 26 |
RB Capital Management, LLC | 26 | 26 | 0.01% | 0.41% | 0.53% | Q2 2017 | Q3 2023 | 26 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.01% | 0.08% | 0.21% | Q1 2013 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.27% | 0.65% | Q2 2013 | Q3 2019 | 26 |
TEALWOOD ASSET MANAGEMENT INC | 16 | 10 | 0.51% | 0.75% | 1.32% | Q2 2017 | Q4 2023 | 26 |
Trexquant Investment LP | 6 | 1 | 0.04% | 0.27% | 0.73% | Q4 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.29% | 0.35% | 0.47% | Q3 2016 | Q3 2023 | 26 |
First Command Financial Services, Inc. | 19 | 7 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q2 2023 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 0.14% | 0.23% | 0.37% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.12% | 0.20% | 0.45% | Q2 2013 | Q3 2019 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.66% | 0.75% | 0.87% | Q2 2017 | Q3 2023 | 26 |
Radnor Capital Management, LLC | 19 | 1 | 0.19% | 0.27% | 0.36% | Q4 2016 | Q3 2023 | 26 |
WMS Partners, LLC | 26 | 26 | 0.05% | 0.13% | 0.23% | Q2 2017 | Q3 2023 | 26 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 20 | 6 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q2 2021 | 26 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.08% | 0.57% | 1.29% | Q2 2013 | Q2 2023 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.44% | 0.62% | 0.90% | Q1 2017 | Q3 2023 | 26 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
FIRST QUADRANT LLC/CA | 23 | 3 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q4 2021 | 26 |
First Command Bank | 19 | 7 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q2 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q3 2019 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 14 | 1 | 0.01% | 0.07% | 0.42% | Q2 2014 | Q2 2023 | 26 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.17% | 0.40% | 0.82% | Q2 2013 | Q2 2019 | 25 |
Perigon Wealth Management, LLC | 15 | 1 | 0.00% | 0.03% | 0.14% | Q3 2011 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.16% | 0.42% | 0.86% | Q4 2016 | Q4 2022 | 25 |
Clarkston Capital Partners, LLC | 25 | 25 | 0.67% | 0.97% | 1.66% | Q2 2013 | Q2 2019 | 25 |
ONTARIO TEACHERS PENSION PLAN BOARD | 12 | 1 | 0.00% | 0.18% | 0.70% | Q2 2013 | Q4 2021 | 25 |
HALSEY ASSOCIATES INC/CT | 20 | 5 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2019 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q3 2021 | 25 |
AMF Tjanstepension AB | 25 | 25 | 0.01% | 0.56% | 1.07% | Q4 2014 | Q4 2020 | 25 |
Montecito Bank & Trust | 24 | 1 | 0.05% | 0.14% | 0.26% | Q4 2016 | Q4 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.19% | 0.42% | Q1 2016 | Q1 2022 | 25 |
RATIONAL ADVISORS LLC | 12 | 2 | 0.00% | 0.18% | 0.60% | Q4 2012 | Q3 2020 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Sand Hill Global Advisors, LLC | 25 | 25 | 0.34% | 0.40% | 0.52% | Q3 2017 | Q3 2023 | 25 |
Keeley-Teton Advisors, LLC | 25 | 25 | 0.06% | 0.11% | 0.15% | Q1 2017 | Q1 2023 | 25 |
Greylin Investment Management, Inc | 20 | 5 | 0.05% | 0.08% | 0.15% | Q4 2013 | Q1 2020 | 25 |
Heritage Trust Co | 25 | 25 | 0.00% | 0.33% | 0.60% | Q3 2017 | Q3 2023 | 25 |
VONTOBEL ASSET MANAGEMENT INC | 22 | 3 | 0.39% | 1.50% | 4.53% | Q2 2013 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.03% | 0.08% | 0.12% | Q2 2017 | Q2 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q2 2019 | 25 |
WINTRUST INVESTMENTS LLC | 13 | 4 | 0.03% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.13% | 0.39% | 0.90% | Q3 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.03% | 0.09% | 0.20% | Q3 2017 | Q3 2023 | 25 |
Cito Capital Group, LLC | 25 | 25 | 0.21% | 0.25% | 0.31% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.07% | 0.13% | 0.31% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q2 2019 | 25 |
Bray Capital Advisors | 23 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 25 |
B. Riley Wealth Management, Inc. | 16 | 9 | 0.00% | 0.15% | 0.48% | Q1 2014 | Q2 2022 | 25 |
SIGNET FINANCIAL MANAGEMENT, LLC | 13 | 1 | 0.04% | 0.12% | 0.22% | Q4 2014 | Q3 2023 | 25 |
Pointe Capital Management LLC | 22 | 1 | 0.13% | 0.47% | 0.66% | Q2 2015 | Q3 2023 | 25 |
NICHOLAS COMPANY, INC. | 25 | 25 | 0.68% | 0.84% | 1.01% | Q3 2017 | Q3 2023 | 25 |
Brookfield Asset Management | 17 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 25 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2022 | 25 |
Lenox Wealth Advisors, LLC | 19 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.14% | 0.31% | 0.44% | Q3 2016 | Q3 2022 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.08% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.04% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 25 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 25 | 25 | 0.22% | 0.34% | 0.56% | Q1 2016 | Q1 2022 | 25 |
Sawyer & Company, Inc | 24 | 24 | 0.09% | 0.21% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Natixis Investment Managers International | 22 | 2 | 0.05% | 0.80% | 1.34% | Q2 2013 | Q2 2022 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
BAILARD, INC. | 19 | 5 | 0.01% | 0.04% | 0.14% | Q3 2016 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.52% | 0.72% | 1.03% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.12% | 0.17% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 0.02% | 0.15% | 0.68% | Q4 2017 | Q3 2023 | 24 |
VALLEY WEALTH MANAGERS, INC. | 20 | 4 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 24 |
Epoch Investment Partners, Inc. | 12 | 12 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 24 |
C WorldWide Group Holding A/S | 24 | 24 | 0.02% | 0.33% | 0.68% | Q2 2015 | Q1 2021 | 24 |
MADISON INVESTMENT HOLDINGS INC | 24 | 24 | 0.00% | 0.10% | 0.54% | Q4 2013 | Q3 2019 | 24 |
COUNTRY TRUST BANK | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2023 | 24 |
Institute for Wealth Management, LLC. | 19 | 2 | 0.05% | 0.10% | 0.21% | Q2 2017 | Q3 2023 | 24 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24 | 24 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
ANCHOR CAPITAL ADVISORS LLC | 23 | 1 | 0.02% | 0.53% | 0.81% | Q2 2013 | Q3 2023 | 24 |
Buckley Wealth Management, LLC | 24 | 24 | 0.18% | 0.23% | 0.34% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.14% | 0.20% | 0.28% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.26% | 0.31% | 0.39% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.16% | 0.20% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.28% | 0.50% | 0.81% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.14% | 0.27% | 0.42% | Q4 2017 | Q3 2023 | 24 |
OppenheimerFunds, Inc. | 24 | 24 | 0.04% | 0.38% | 0.61% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.06% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
LOEB PARTNERS CORP | 24 | 24 | 0.17% | 0.31% | 0.70% | Q2 2013 | Q1 2019 | 24 |
Cable Hill Partners, LLC | 18 | 6 | 0.02% | 0.06% | 0.14% | Q4 2014 | Q2 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.08% | 0.37% | 0.81% | Q4 2017 | Q3 2023 | 24 |
Ellenbecker Investment Group | 24 | 24 | 0.06% | 0.13% | 0.26% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.14% | 0.24% | 0.57% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.15% | 0.27% | 0.37% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.19% | 0.28% | 0.40% | Q2 2013 | Q1 2019 | 24 |
MARINO, STRAM & ASSOCIATES LLC | 24 | 24 | 0.40% | 0.62% | 0.92% | Q4 2017 | Q3 2023 | 24 |
SIMON QUICK ADVISORS, LLC | 19 | 2 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 24 |
Thomasville National Bank | 13 | 1 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.18% | 0.32% | 0.76% | Q2 2013 | Q1 2019 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.08% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Busey Bank | 19 | 2 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 24 |
CAMDEN NATIONAL BANK | 24 | 24 | 1.20% | 1.46% | 1.68% | Q4 2017 | Q3 2023 | 24 |
ALERUS FINANCIAL NA | 24 | 24 | 0.02% | 0.43% | 0.69% | Q2 2016 | Q1 2022 | 24 |
Cetera Investment Advisers | 13 | 4 | 0.02% | 0.09% | 0.33% | Q4 2015 | Q3 2023 | 24 |
Nippon Life Global Investors Americas, Inc. | 15 | 9 | 0.14% | 0.40% | 0.70% | Q1 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.12% | 0.15% | 0.19% | Q2 2013 | Q1 2019 | 24 |
HBK INVESTMENTS L P | 5 | 1 | 0.01% | 0.15% | 0.68% | Q2 2013 | Q3 2020 | 24 |
WAFRA INC. | 24 | 24 | 0.70% | 1.54% | 2.82% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.07% | 0.15% | 0.25% | Q2 2013 | Q1 2019 | 24 |
TIEDEMANN ADVISORS, LLC | 23 | 1 | 0.02% | 0.05% | 0.20% | Q3 2016 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q1 2019 | 24 |
BRIGHTON JONES LLC | 19 | 1 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.10% | 0.21% | 0.35% | Q1 2017 | Q3 2023 | 24 |
Boltwood Capital Management | 24 | 24 | 0.31% | 0.42% | 0.55% | Q1 2018 | Q4 2023 | 24 |
MEEDER ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.15% | 0.62% | Q1 2015 | Q1 2023 | 24 |
AGF Investments America Inc. | 24 | 24 | 0.74% | 0.94% | 1.46% | Q2 2016 | Q1 2022 | 24 |
LINCOLN CAPITAL CORP | 24 | 24 | 1.19% | 2.16% | 3.50% | Q4 2017 | Q3 2023 | 24 |
M Holdings Securities, Inc. | 12 | 1 | 0.03% | 0.09% | 0.14% | Q3 2014 | Q1 2023 | 24 |
Csenge Advisory Group | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
MAR VISTA INVESTMENT PARTNERS LLC | 24 | 24 | 1.96% | 3.40% | 5.11% | Q1 2013 | Q4 2018 | 24 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 24 | 24 | 0.20% | 0.30% | 0.42% | Q4 2013 | Q3 2019 | 24 |
Waverly Advisors, LLC | 10 | 1 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.04% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Newport Trust Company, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MYCIO WEALTH PARTNERS, LLC | 14 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 24 |
Soros Fund Management | 18 | 6 | 0.25% | 0.81% | 1.86% | Q2 2013 | Q4 2019 | 24 |
AMICA MUTUAL INSURANCE CO | 24 | 24 | 0.18% | 0.36% | 0.54% | Q2 2013 | Q1 2019 | 24 |
EVERMAY WEALTH MANAGEMENT LLC | 24 | 24 | 0.06% | 0.10% | 0.16% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF OKLAHOMA | 19 | 1 | 0.08% | 0.29% | 0.68% | Q1 2014 | Q2 2021 | 24 |
KLCM Advisors, Inc. | 24 | 24 | 0.06% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 24 |
CPWM, LLC | 18 | 6 | 0.02% | 0.06% | 0.10% | Q3 2015 | Q2 2022 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.32% | 0.41% | 0.62% | Q4 2017 | Q3 2023 | 24 |
LEVEL FOUR ADVISORY SERVICES, LLC | 20 | 3 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 23 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.00% | 0.23% | 0.54% | Q1 2016 | Q3 2023 | 23 |
Assenagon Asset Management S.A. | 12 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
Quantbot Technologies LP | 6 | 1 | 0.02% | 0.41% | 1.34% | Q2 2013 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.16% | 0.20% | 0.23% | Q4 2017 | Q3 2023 | 23 |
ASHFORD CAPITAL MANAGEMENT INC | 23 | 23 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q4 2018 | 23 |
Sustainable Growth Advisers, LP | 23 | 23 | 0.11% | 3.32% | 4.51% | Q4 2014 | Q2 2020 | 23 |
SANDERS MORRIS HARRIS LLC | 19 | 4 | 0.07% | 0.39% | 2.29% | Q1 2016 | Q3 2023 | 23 |
FIRST MERCANTILE TRUST CO | 19 | 4 | 0.00% | 0.13% | 0.52% | Q2 2013 | Q1 2019 | 23 |
SENTINEL TRUST CO LBA | 20 | 3 | 0.06% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 2.04% | 2.35% | 2.84% | Q2 2013 | Q4 2018 | 23 |
Bridgewater Associates | 8 | 1 | 0.00% | 0.37% | 1.08% | Q2 2014 | Q3 2023 | 23 |
Rossmore Private Capital | 22 | 1 | 0.03% | 0.47% | 0.66% | Q4 2017 | Q3 2023 | 23 |
Citizens Business Bank | 7 | 2 | 0.06% | 0.19% | 0.78% | Q4 2012 | Q2 2022 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.26% | 0.83% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.20% | 0.25% | 0.33% | Q1 2018 | Q3 2023 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 1 | 0.00% | 0.20% | 0.73% | Q1 2017 | Q3 2023 | 23 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 23 | 23 | 1.44% | 1.81% | 2.44% | Q1 2018 | Q3 2023 | 23 |
Robeco Schweiz AG | 19 | 4 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q1 2020 | 23 |
Stevens First Principles Investment Advisors | 23 | 23 | 0.00% | 0.99% | 2.06% | Q2 2013 | Q4 2018 | 23 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 23 | 23 | 0.29% | 0.40% | 0.60% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Arlington Partners LLC | 23 | 23 | 0.02% | 0.09% | 0.18% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.25% | 0.34% | 0.46% | Q2 2013 | Q4 2018 | 23 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 7 | 1 | 0.08% | 0.29% | 0.53% | Q3 2006 | Q4 2019 | 23 |
Arnhold LLC | 23 | 23 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 23 |
AT Bancorp | 18 | 5 | 0.04% | 0.14% | 0.38% | Q2 2013 | Q1 2019 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Bronson Point Management LLC | 8 | 1 | 0.38% | 2.22% | 8.90% | Q2 2013 | Q2 2021 | 23 |
ZACKS INVESTMENT MANAGEMENT | 23 | 23 | 0.40% | 0.78% | 0.99% | Q1 2018 | Q3 2023 | 23 |
Dana Investment Advisors, Inc. | 23 | 23 | 0.01% | 1.08% | 1.71% | Q1 2018 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.56% | 0.72% | 0.86% | Q1 2018 | Q3 2023 | 23 |
Point View Wealth Management, Inc. | 23 | 23 | 0.20% | 0.30% | 0.40% | Q2 2015 | Q4 2020 | 23 |
Wellington Shields Capital Management, LLC | 21 | 1 | 0.06% | 0.19% | 0.43% | Q4 2015 | Q3 2023 | 23 |
TD Capital Management LLC | 18 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
Manning & Napier Group, LLC | 23 | 23 | 0.27% | 1.70% | 2.24% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q2 2022 | 23 |
Wealth Alliance Advisory Group, LLC | 23 | 23 | 0.14% | 0.25% | 0.34% | Q1 2018 | Q3 2023 | 23 |
Avestar Capital, LLC | 15 | 8 | 0.03% | 0.09% | 0.22% | Q4 2017 | Q3 2023 | 23 |
KDI CAPITAL PARTNERS LLC | 15 | 8 | 0.33% | 2.18% | 4.59% | Q4 2015 | Q3 2021 | 23 |
BANK OF NOVA SCOTIA TRUST CO | 21 | 1 | 0.00% | 0.06% | 0.11% | Q3 2015 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.02% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 23 |
Sowell Financial Services LLC | 10 | 1 | 0.03% | 0.08% | 0.23% | Q4 2016 | Q2 2023 | 23 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2022 | 23 |
Shamrock Asset Management LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2019 | 23 |
Mandatum Life Insurance Co Ltd | 22 | 22 | 0.08% | 0.22% | 0.72% | Q4 2015 | Q1 2021 | 22 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 2 | 0.03% | 0.31% | 1.45% | Q2 2013 | Q1 2020 | 22 |
SCHALLER INVESTMENT GROUP INC | 21 | 1 | 0.12% | 0.16% | 0.32% | Q2 2014 | Q4 2019 | 22 |
Sterling Capital Management LLC | 21 | 1 | 0.00% | 0.35% | 0.66% | Q1 2013 | Q3 2019 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.07% | 0.13% | 0.20% | Q2 2018 | Q3 2023 | 22 |
WESTWOOD HOLDINGS GROUP INC | 21 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q4 2022 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 7 | 0.06% | 0.36% | 1.07% | Q1 2013 | Q3 2023 | 22 |
Ally Financial Inc. | 8 | 1 | 0.22% | 0.43% | 0.64% | Q2 2013 | Q2 2021 | 22 |
Benchmark Capital Advisors | 22 | 22 | 1.21% | 1.99% | 2.78% | Q2 2013 | Q3 2018 | 22 |
Cullen Capital Management, LLC | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
FORT, L.P. | 22 | 22 | 0.03% | 0.52% | 0.83% | Q2 2018 | Q3 2023 | 22 |
Guinness Asset Management LTD | 15 | 2 | 0.00% | 0.90% | 3.88% | Q2 2013 | Q3 2023 | 22 |
Altavista Wealth Management, Inc. | 17 | 5 | 0.08% | 0.20% | 0.59% | Q2 2013 | Q4 2021 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 0.30% | 0.39% | 0.47% | Q4 2017 | Q3 2023 | 22 |
ADVISORY RESEARCH INC | 20 | 2 | 0.03% | 0.12% | 0.23% | Q3 2013 | Q3 2023 | 22 |
Ipswich Investment Management Co., Inc. | 21 | 1 | 0.00% | 0.13% | 0.15% | Q1 2016 | Q3 2023 | 22 |
COWEN INC. | 14 | 1 | 0.00% | 0.23% | 0.62% | Q1 2013 | Q3 2018 | 22 |
Hillhouse Capital Management | 22 | 22 | 2.47% | 15.79% | 44.37% | Q2 2013 | Q3 2018 | 22 |
Cornell Pochily Investment Advisors, Inc. | 12 | 10 | 0.09% | 0.16% | 0.28% | Q4 2017 | Q3 2023 | 22 |
Eidelman Virant Capital | 22 | 22 | 0.02% | 1.24% | 2.08% | Q2 2013 | Q3 2018 | 22 |
Sound Income Strategies, LLC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Bedel Financial Consulting, Inc. | 21 | 1 | 0.07% | 0.15% | 0.28% | Q4 2017 | Q2 2023 | 22 |
Ballast, Inc. | 14 | 8 | 0.12% | 0.16% | 0.22% | Q4 2017 | Q3 2023 | 22 |
Richard Bernstein Advisors LLC | 11 | 4 | 0.02% | 0.12% | 0.54% | Q2 2015 | Q2 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.05% | 0.13% | 0.18% | Q2 2013 | Q3 2018 | 22 |
OAK RIDGE INVESTMENTS LLC | 18 | 1 | 0.02% | 0.22% | 0.33% | Q2 2013 | Q2 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.10% | 0.37% | 0.70% | Q4 2017 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.10% | 0.15% | 0.18% | Q2 2013 | Q3 2018 | 22 |
AustralianSuper Pty Ltd | 22 | 22 | 0.15% | 0.79% | 2.66% | Q1 2017 | Q2 2022 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 15 | 7 | 0.06% | 0.09% | 0.17% | Q2 2014 | Q3 2023 | 22 |
Cascade Investment Advisors, Inc. | 22 | 22 | 0.61% | 0.97% | 1.26% | Q2 2018 | Q3 2023 | 22 |
Segment Wealth Management, LLC | 20 | 2 | 0.02% | 0.86% | 1.29% | Q2 2013 | Q1 2022 | 22 |
CWA Asset Management Group, LLC | 10 | 1 | 0.02% | 0.07% | 0.26% | Q4 2015 | Q3 2023 | 22 |
Packer & Co Ltd | 22 | 22 | 2.24% | 5.62% | 18.05% | Q4 2015 | Q1 2021 | 22 |
Somerset Trust Co | 22 | 22 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2019 | 22 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 19 | 3 | 0.14% | 0.24% | 0.32% | Q2 2016 | Q3 2023 | 22 |
Amica Retiree Medical Trust | 22 | 22 | 0.18% | 0.34% | 0.44% | Q4 2013 | Q1 2019 | 22 |
LGT CAPITAL PARTNERS LTD. | 22 | 22 | 0.79% | 2.05% | 3.43% | Q2 2014 | Q3 2019 | 22 |
Troy Asset Management Ltd | 15 | 7 | 0.00% | 0.05% | 0.22% | Q1 2015 | Q1 2021 | 22 |
Lavaca Capital LLC | 20 | 20 | 0.06% | 0.27% | 0.68% | Q4 2018 | Q3 2023 | 22 |
Ardevora Asset Management LLP | 15 | 3 | 0.52% | 0.96% | 1.47% | Q4 2014 | Q3 2023 | 22 |
Overbrook Management Corp | 21 | 21 | 0.12% | 0.22% | 0.35% | Q3 2018 | Q3 2023 | 21 |
Cognios Capital, LLC | 21 | 21 | 0.37% | 0.69% | 1.05% | Q1 2015 | Q1 2020 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.31% | 0.46% | 0.59% | Q3 2018 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.18% | 0.27% | 0.57% | Q4 2017 | Q4 2022 | 21 |
Capital Investment Advisory Services, LLC | 20 | 1 | 0.05% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 21 |
A.R.T. Advisors, LLC | 12 | 1 | 0.03% | 0.34% | 1.19% | Q1 2014 | Q4 2020 | 21 |
ABNER HERRMAN & BROCK LLC | 20 | 1 | 0.03% | 0.12% | 0.19% | Q2 2013 | Q3 2020 | 21 |
MainStreet Investment Advisors LLC | 18 | 1 | 0.03% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.14% | 0.49% | Q2 2013 | Q3 2023 | 21 |
Proficio Capital Partners LLC | 15 | 2 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 21 |
D.B. Root & Company, LLC | 21 | 21 | 0.14% | 0.33% | 0.42% | Q3 2018 | Q3 2023 | 21 |
Good Life Advisors, LLC | 12 | 1 | 0.04% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 21 |
CONGRESS ASSET MANAGEMENT CO /MA | 21 | 21 | 0.01% | 0.26% | 1.46% | Q2 2013 | Q2 2018 | 21 |
Patten Group, Inc. | 15 | 3 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q4 2020 | 21 |
Jolley Asset Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 21 |
Simplicity Solutions, LLC | 17 | 1 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 21 |
Northeast Financial Consultants Inc | 21 | 21 | 0.10% | 0.13% | 0.26% | Q3 2018 | Q3 2023 | 21 |
INSIGHT 2811, INC. | 14 | 5 | 0.00% | 0.41% | 0.62% | Q1 2014 | Q3 2023 | 21 |
Biltmore Family Office, LLC | 13 | 2 | 0.06% | 0.39% | 1.21% | Q4 2017 | Q3 2023 | 21 |
Vantage Financial Partners Ltd., Inc. | 21 | 21 | 0.15% | 0.24% | 0.32% | Q1 2018 | Q1 2023 | 21 |
Bison Wealth, LLC | 11 | 2 | 0.06% | 0.23% | 0.51% | Q4 2014 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.32% | 0.39% | 0.52% | Q2 2013 | Q2 2018 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 21 |
USA FINANCIAL FORMULAS | 15 | 1 | 0.00% | 1.20% | 5.28% | Q3 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 21 |
NEEDELMAN ASSET MANAGEMENT INC | 21 | 21 | 1.62% | 1.97% | 2.36% | Q2 2013 | Q2 2018 | 21 |
EQUITABLE TRUST CO | 19 | 2 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 21 |
1ST SOURCE BANK | 19 | 2 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 21 |
NOESIS CAPITAL MANGEMENT CORP | 21 | 21 | 0.11% | 0.16% | 0.21% | Q1 2016 | Q1 2021 | 21 |
First American Bank | 9 | 4 | 0.05% | 0.20% | 0.32% | Q2 2016 | Q4 2021 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.02% | 0.09% | 0.95% | Q4 2018 | Q3 2023 | 21 |
SKBA CAPITAL MANAGEMENT LLC | 21 | 21 | 0.04% | 0.67% | 1.78% | Q3 2018 | Q3 2023 | 21 |
EAGLE CAPITAL MANAGEMENT LLC | 20 | 1 | 0.00% | 2.70% | 3.87% | Q2 2013 | Q2 2021 | 21 |
Capital Innovations LLC | 21 | 21 | 0.28% | 1.19% | 2.71% | Q4 2014 | Q4 2019 | 21 |
FORSTA AP-FONDEN | 21 | 21 | 0.16% | 0.23% | 0.46% | Q3 2018 | Q3 2023 | 21 |
FULTON BANK, N.A. | 13 | 4 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2023 | 21 |
Sarasin & Partners LLP | 21 | 21 | 0.04% | 0.17% | 0.37% | Q3 2018 | Q3 2023 | 21 |
MATRIX ASSET ADVISORS INC/NY | 20 | 1 | 0.04% | 1.00% | 1.76% | Q4 2015 | Q1 2021 | 21 |
United Asset Strategies, Inc. | 16 | 5 | 0.08% | 0.77% | 1.59% | Q1 2017 | Q3 2023 | 21 |
CAXTON ASSOCIATES LP | 7 | 1 | 0.02% | 0.23% | 0.61% | Q1 2014 | Q1 2023 | 21 |
Murphy, Middleton, Hinkle & Parker, Inc. | 9 | 4 | 0.12% | 0.17% | 0.24% | Q4 2017 | Q3 2023 | 21 |
EDGAR LOMAX CO/VA | 12 | 9 | 0.87% | 1.38% | 2.14% | Q4 2014 | Q4 2022 | 21 |
New Jersey Better Educational Savings Trust | 16 | 1 | 0.27% | 0.46% | 0.77% | Q1 2017 | Q3 2023 | 21 |
Baker Avenue Asset Management, LP | 16 | 1 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 21 |
Allred Capital Management, LLC | 20 | 20 | 0.14% | 0.18% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.03% | 0.13% | 0.36% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.05% | 0.29% | 0.54% | Q3 2017 | Q2 2022 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.54% | 0.68% | 0.91% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
First Fiduciary Investment Counsel, Inc. | 16 | 4 | 0.04% | 0.48% | 2.25% | Q2 2013 | Q3 2023 | 20 |
LYNCH & ASSOCIATES/IN | 20 | 20 | 0.10% | 0.16% | 0.26% | Q2 2013 | Q1 2018 | 20 |
TCW GROUP INC | 20 | 20 | 0.00% | 0.36% | 0.94% | Q2 2013 | Q1 2018 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 0.80% | 1.04% | 1.52% | Q4 2018 | Q3 2023 | 20 |
Engineers Gate Manager LP | 4 | 1 | 0.02% | 0.20% | 0.41% | Q4 2014 | Q3 2023 | 20 |
Sageworth Trust Co | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.08% | 0.21% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.51% | 0.66% | 0.95% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.42% | 0.53% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.11% | 0.22% | 0.33% | Q4 2017 | Q3 2022 | 20 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 1 | 0.00% | 0.07% | 0.26% | Q1 2015 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.06% | 0.22% | Q4 2014 | Q3 2019 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.04% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Bayesian Capital Management, LP | 8 | 1 | 0.06% | 0.42% | 1.25% | Q2 2016 | Q3 2023 | 20 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 15 | 1 | 0.00% | 0.67% | 1.00% | Q2 2014 | Q4 2022 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.07% | 0.47% | 0.77% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.60% | 1.69% | 2.76% | Q3 2017 | Q2 2022 | 20 |
HONEYWELL INTERNATIONAL INC | 17 | 3 | 0.28% | 0.80% | 1.50% | Q2 2013 | Q4 2018 | 20 |
McIlrath & Eck, LLC | 19 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.06% | 0.32% | Q4 2018 | Q3 2023 | 20 |
AMERICAN NATIONAL INSURANCE CO | 17 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q2 2021 | 20 |
Archford Capital Strategies, LLC | 14 | 6 | 0.01% | 0.39% | 0.85% | Q1 2014 | Q2 2019 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.00% | 0.49% | 1.89% | Q4 2017 | Q3 2023 | 20 |
HANCOCK WHITNEY CORP | 18 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 20 |
WADDELL & REED FINANCIAL INC | 15 | 5 | 0.01% | 0.13% | 0.55% | Q1 2015 | Q1 2021 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Acorn Wealth Advisors, LLC | 13 | 3 | 0.14% | 0.18% | 0.22% | Q4 2017 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.05% | 0.12% | 0.29% | Q4 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q1 2021 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 20 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 14 | 6 | 0.11% | 0.23% | 0.62% | Q2 2018 | Q2 2023 | 20 |
Kingsview Wealth Management, LLC | 14 | 6 | 0.07% | 0.12% | 0.20% | Q3 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 20 |
QVR LLC | 4 | 4 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q4 2022 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Arete Wealth Advisors, LLC | 20 | 20 | 0.03% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Strategic Advisors LLC | 11 | 9 | 0.12% | 0.29% | 0.42% | Q2 2013 | Q4 2020 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.16% | 0.27% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.25% | 0.32% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Bellecapital International Ltd. | 17 | 3 | 0.07% | 0.17% | 0.37% | Q4 2013 | Q1 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.04% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Artemis Investment Management LLP | 7 | 1 | 0.04% | 0.35% | 1.08% | Q1 2015 | Q3 2023 | 20 |
Pinnacle Wealth Planning Services, Inc. | 19 | 1 | 0.09% | 0.14% | 0.24% | Q3 2018 | Q3 2023 | 20 |
SIT INVESTMENT ASSOCIATES INC | 20 | 20 | 0.07% | 0.37% | 0.54% | Q4 2018 | Q3 2023 | 20 |
CRAMER ROSENTHAL MCGLYNN LLC | 20 | 20 | 0.33% | 0.55% | 0.91% | Q2 2013 | Q1 2018 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.09% | 0.19% | 0.34% | Q1 2013 | Q4 2017 | 20 |
Corbenic Partners LLC | 19 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.04% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Independent Franchise Partners LLP | 20 | 20 | 3.24% | 6.32% | 10.55% | Q2 2013 | Q1 2018 | 20 |
STRALEM & CO INC | 20 | 20 | 0.27% | 1.69% | 3.50% | Q2 2013 | Q1 2018 | 20 |
Waverton Investment Management Ltd | 20 | 20 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q1 2018 | 20 |
Aldebaran Financial Inc. | 19 | 1 | 0.15% | 0.35% | 0.58% | Q4 2013 | Q1 2019 | 20 |
HHLR ADVISORS, LTD. | 20 | 20 | 0.68% | 1.96% | 5.86% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.08% | 0.26% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Verde Servicos Internacionais S.A. | 7 | 2 | 0.55% | 3.76% | 7.80% | Q4 2015 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.04% | 0.07% | 0.12% | Q4 2015 | Q3 2020 | 20 |
Cribstone Capital Management, LLC | 14 | 6 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2022 | 20 |
NORTH AMERICAN MANAGEMENT CORP | 20 | 20 | 2.42% | 2.68% | 3.25% | Q2 2016 | Q1 2021 | 20 |
Hirtle Callaghan & Co LLC | 10 | 1 | 0.00% | 0.90% | 4.19% | Q2 2013 | Q2 2022 | 20 |
Mutual Advisors, LLC | 19 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 20 |
TRUE Private Wealth Advisors | 19 | 1 | 0.02% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 20 |
Regal Wealth Group, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
Claar Advisors LLC | 14 | 6 | 0.24% | 1.78% | 8.36% | Q3 2017 | Q3 2023 | 20 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.00% | 0.28% | 0.97% | Q4 2013 | Q2 2023 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2018 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.27% | 0.33% | 0.44% | Q4 2018 | Q3 2023 | 20 |
NWAM LLC | 7 | 1 | 0.02% | 0.06% | 0.11% | Q4 2012 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.27% | 0.34% | 0.40% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.27% | 0.31% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.43% | 0.57% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Altium Wealth Management LLC | 19 | 19 | 0.10% | 0.17% | 0.23% | Q4 2017 | Q2 2022 | 19 |
Pathway Financial Advisors LLC | 8 | 3 | 0.06% | 0.09% | 0.10% | Q4 2017 | Q3 2023 | 19 |
TIEMANN INVESTMENT ADVISORS, LLC | 18 | 1 | 0.10% | 0.12% | 0.21% | Q4 2015 | Q3 2023 | 19 |
Bruderman Asset Management, LLC | 19 | 19 | 0.05% | 0.09% | 0.14% | Q1 2015 | Q3 2019 | 19 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 16 | 3 | 0.03% | 0.15% | 0.42% | Q1 2015 | Q4 2019 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.13% | 0.17% | 0.21% | Q3 2016 | Q1 2021 | 19 |
WEALTHSOURCE PARTNERS, LLC | 19 | 19 | 0.03% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
TRAIN BABCOCK ADVISORS LLC | 19 | 19 | 1.05% | 1.19% | 1.30% | Q2 2013 | Q4 2017 | 19 |
Kemper Corp Master Retirement Trust | 19 | 19 | 0.52% | 0.77% | 1.15% | Q2 2013 | Q4 2017 | 19 |
Mosaic Family Wealth, LLC | 14 | 1 | 0.05% | 0.12% | 0.30% | Q4 2015 | Q4 2021 | 19 |
CYPRESS CAPITAL MANAGEMENT LLC | 19 | 19 | 1.90% | 2.25% | 2.78% | Q1 2018 | Q3 2022 | 19 |
THORNBURG INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.58% | 1.55% | Q2 2013 | Q4 2017 | 19 |
NAPLES GLOBAL ADVISORS, LLC | 16 | 3 | 0.03% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 19 |
Maryland Capital Management | 10 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2020 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.02% | 0.09% | 0.17% | Q1 2019 | Q3 2023 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.05% | 0.26% | 0.52% | Q2 2013 | Q4 2017 | 19 |
VeraBank, N.A. | 19 | 19 | 0.16% | 0.21% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.16% | 0.25% | 0.45% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.06% | 0.16% | Q4 2017 | Q2 2022 | 19 |
Main Street Research LLC | 14 | 5 | 0.02% | 0.93% | 2.10% | Q2 2013 | Q4 2020 | 19 |
James Hambro & Partners | 17 | 2 | 0.83% | 2.49% | 6.67% | Q4 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2018 | 19 |
TOBAM | 13 | 6 | 0.01% | 0.06% | 0.25% | Q2 2014 | Q3 2023 | 19 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 18 | 1 | 0.01% | 0.56% | 1.40% | Q2 2013 | Q3 2019 | 19 |
McGowan Group Asset Management, Inc. | 19 | 19 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Chesapeake Wealth Management | 19 | 19 | 0.15% | 0.48% | 0.71% | Q1 2019 | Q3 2023 | 19 |
Knuff & Co LLC | 19 | 19 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.07% | 0.19% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Wesleyan Assurance Society | 19 | 19 | 2.35% | 2.79% | 3.50% | Q1 2019 | Q3 2023 | 19 |
Cornerstone Wealth Group, LLC | 19 | 19 | 0.04% | 0.08% | 0.45% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.12% | 0.56% | 0.96% | Q1 2019 | Q3 2023 | 19 |
AVITY INVESTMENT MANAGEMENT INC. | 12 | 3 | 0.02% | 0.54% | 1.22% | Q4 2014 | Q2 2022 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.04% | 0.07% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.10% | 0.16% | 0.31% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.01% | 0.15% | 0.59% | Q1 2019 | Q3 2023 | 19 |
BI Asset Management Fondsmaeglerselskab A/S | 18 | 1 | 0.03% | 0.26% | 0.55% | Q1 2017 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.11% | 0.27% | 0.42% | Q2 2019 | Q4 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2017 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.27% | 0.49% | 0.68% | Q2 2017 | Q1 2022 | 19 |
Global X Management CO LLC | 18 | 1 | 0.00% | 0.21% | 0.68% | Q2 2013 | Q2 2018 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.52% | 0.69% | 1.02% | Q1 2019 | Q3 2023 | 19 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 19 | 19 | 0.09% | 0.13% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Hemenway Trust Co LLC | 17 | 1 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.80% | 1.09% | 1.38% | Q2 2013 | Q4 2017 | 19 |
Brandywine Global Investment Management, LLC | 8 | 1 | 0.00% | 0.12% | 0.36% | Q3 2015 | Q3 2023 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.12% | 0.55% | Q2 2013 | Q4 2017 | 19 |
Stillwater Capital Advisors, LLC | 19 | 19 | 1.99% | 2.46% | 3.02% | Q1 2019 | Q3 2023 | 19 |
Opus Capital Group, LLC | 19 | 19 | 0.09% | 0.18% | 0.31% | Q1 2019 | Q3 2023 | 19 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 13 | 1 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2022 | 19 |
PLANNING ALTERNATIVES LTD /ADV | 19 | 19 | 0.18% | 0.21% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Symmetry Partners, LLC | 19 | 19 | 0.03% | 0.07% | 0.18% | Q2 2019 | Q4 2023 | 19 |
Perennial Advisors, LLC | 8 | 1 | 0.00% | 0.33% | 0.92% | Q4 2016 | Q3 2023 | 19 |
ARGA Investment Management, LP | 10 | 2 | 0.04% | 0.18% | 0.41% | Q4 2016 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.02% | 0.32% | 2.09% | Q2 2014 | Q3 2023 | 19 |
Horizon Investments, LLC | 11 | 8 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 19 |
SignalPoint Asset Management, LLC | 13 | 1 | 0.06% | 0.09% | 0.11% | Q4 2013 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.17% | 0.21% | 0.28% | Q4 2018 | Q2 2023 | 19 |
Handelsbanken Fonder AB | 14 | 2 | 0.01% | 0.13% | 0.23% | Q4 2015 | Q3 2023 | 19 |
GARRISON POINT ADVISORS, LLC | 19 | 19 | 0.18% | 0.24% | 0.36% | Q1 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.14% | 0.24% | 0.31% | Q2 2018 | Q4 2022 | 19 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 2 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q2 2022 | 19 |
FT Options LLC | 6 | 1 | 0.00% | 0.50% | 2.48% | Q4 2015 | Q3 2017 | 19 |
Cordasco Financial Network | 17 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2022 | 19 |
STRATEGY ASSET MANAGERS LLC | 17 | 1 | 0.02% | 0.16% | 0.57% | Q2 2014 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q3 2023 | 19 |
MERITAGE PORTFOLIO MANAGEMENT | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 16 | 16 | 0.01% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 19 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 0.96% | 1.30% | 1.79% | Q1 2015 | Q2 2019 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 18 |
VILLERE ST DENIS J & CO LLC | 13 | 5 | 0.38% | 1.05% | 2.31% | Q2 2013 | Q3 2023 | 18 |
CEDAR CAPITAL, LLC | 9 | 9 | 0.09% | 0.20% | 0.34% | Q4 2015 | Q3 2020 | 18 |
VESTOR CAPITAL, LLC | 13 | 5 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 18 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 18 |
Costello Asset Management, INC | 14 | 4 | 0.39% | 0.56% | 0.84% | Q4 2018 | Q3 2023 | 18 |
Knights of Columbus Asset Advisors LLC | 15 | 3 | 0.16% | 0.57% | 0.90% | Q1 2017 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2021 | 18 |
MGO ONE SEVEN LLC | 10 | 1 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 18 |
Outlook Wealth Advisors, LLC | 18 | 18 | 0.18% | 0.23% | 0.31% | Q4 2018 | Q1 2023 | 18 |
Kelman-Lazarov, Inc. | 18 | 18 | 0.13% | 0.38% | 0.50% | Q1 2016 | Q2 2020 | 18 |
Exchange Capital Management, Inc. | 10 | 8 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 18 |
Windsor Wealth Management, Inc. | 14 | 4 | 0.04% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Keystone Financial Group | 16 | 2 | 0.05% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Coastline Trust Co | 17 | 1 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q4 2021 | 18 |
Virtu Financial LLC | 9 | 1 | 0.01% | 0.08% | 0.35% | Q3 2014 | Q1 2023 | 18 |
GLG Partners LP | 14 | 4 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2017 | 18 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.25% | 0.67% | Q1 2018 | Q3 2023 | 18 |
Psagot Value Holdings Ltd. | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 18 |
BREMER TRUST NATIONAL ASSOCIATION | 18 | 18 | 0.08% | 0.16% | 0.58% | Q3 2014 | Q4 2018 | 18 |
Quantitative Systematic Strategies LLC | 14 | 1 | 0.08% | 0.57% | 1.01% | Q3 2014 | Q2 2021 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Virtue Capital Management, LLC | 8 | 3 | 0.08% | 0.16% | 0.35% | Q1 2018 | Q3 2023 | 18 |
Meridian Wealth Advisors, LLC | 17 | 1 | 0.06% | 0.21% | 0.39% | Q4 2018 | Q3 2023 | 18 |
Clean Yield Group | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 18 |
SP Asset Management | 18 | 18 | 0.40% | 0.67% | 0.98% | Q2 2018 | Q3 2022 | 18 |
CapWealth Advisors, LLC | 12 | 6 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q4 2017 | 18 |
Wealthspire Advisors, LLC | 17 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.08% | 0.12% | 0.23% | Q2 2019 | Q3 2023 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.45% | 0.60% | 0.81% | Q2 2013 | Q3 2017 | 18 |
CARL DOMINO INC | 18 | 18 | 1.23% | 1.48% | 1.97% | Q2 2013 | Q3 2017 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2018 | 18 |
NuWave Investment Management, LLC | 9 | 3 | 0.01% | 0.43% | 1.80% | Q2 2013 | Q4 2020 | 18 |
Cypress Wealth Services, LLC | 18 | 18 | 0.06% | 0.42% | 0.73% | Q4 2017 | Q1 2022 | 18 |
DF DENT & CO INC | 13 | 5 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 18 |
Canal Insurance CO | 18 | 18 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2017 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.20% | 0.36% | 0.51% | Q2 2013 | Q3 2017 | 18 |
IMPAX ASSET MANAGEMENT LLC | 17 | 1 | 0.01% | 0.15% | 0.90% | Q2 2013 | Q2 2018 | 18 |
WRIGHT INVESTORS SERVICE INC | 17 | 1 | 0.13% | 0.19% | 0.32% | Q2 2013 | Q1 2018 | 18 |
Shorepoint Capital Partners LLC | 9 | 9 | 0.13% | 0.17% | 0.26% | Q1 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.02% | 0.21% | Q4 2015 | Q1 2020 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
GROUP ONE TRADING, L.P. | 14 | 1 | 0.00% | 0.15% | 0.37% | Q3 2015 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.14% | 0.19% | 0.22% | Q2 2013 | Q3 2017 | 18 |
Kiwi Wealth Investments Limited Partnership | 7 | 3 | 0.16% | 0.78% | 1.79% | Q2 2013 | Q2 2023 | 18 |
Catamount Wealth Management | 18 | 18 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2019 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.07% | 0.21% | Q3 2013 | Q2 2017 | 18 |
BRINKER CAPITAL INC | 16 | 2 | 0.04% | 0.32% | 0.56% | Q3 2013 | Q2 2020 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.22% | 0.34% | 0.51% | Q2 2019 | Q3 2023 | 18 |
PARADIGM ASSET MANAGEMENT CO LLC | 18 | 18 | 0.05% | 0.51% | 0.83% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.18% | 0.28% | 0.51% | Q2 2013 | Q3 2017 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2017 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
AMERICAN NATIONAL BANK | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 18 |
New Capital Management LP | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
WINSLOW ASSET MANAGEMENT INC | 16 | 1 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2018 | 18 |
Corrigan Financial, Inc. | 18 | 18 | 0.10% | 0.15% | 0.23% | Q1 2019 | Q2 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2014 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.26% | 0.32% | 0.38% | Q2 2013 | Q3 2017 | 18 |
Evercore Trust Company, N.A. | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.14% | 0.19% | 0.22% | Q2 2013 | Q3 2017 | 18 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 11 | 7 | 0.81% | 1.45% | 2.10% | Q1 2018 | Q3 2023 | 18 |
BOYS ARNOLD & CO INC | 13 | 1 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q2 2019 | 18 |
Clark Capital Management Group, Inc. | 15 | 3 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 17 | 1 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q4 2017 | 18 |
Teza Capital Management LLC | 7 | 1 | 0.08% | 0.61% | 1.56% | Q1 2017 | Q3 2023 | 18 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.02% | 0.07% | 0.16% | Q2 2019 | Q2 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.00% | 0.12% | 0.21% | Q2 2013 | Q2 2017 | 17 |
Ninety One North America, Inc. | 13 | 4 | 0.12% | 0.38% | 1.02% | Q1 2019 | Q2 2023 | 17 |
TrinityPoint Wealth, LLC | 10 | 7 | 0.04% | 0.32% | 1.08% | Q4 2018 | Q3 2023 | 17 |
Sargent Investment Group, LLC | 17 | 17 | 0.07% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.22% | 0.57% | 0.94% | Q2 2017 | Q2 2021 | 17 |
Global Thematic Partners, LLC | 17 | 17 | 0.01% | 0.76% | 1.67% | Q2 2013 | Q2 2017 | 17 |
BEACON TRUST CO | 17 | 17 | 0.18% | 1.00% | 1.34% | Q1 2013 | Q1 2017 | 17 |
CSS LLC/IL | 12 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2021 | 17 |
MCDANIEL TERRY & CO | 17 | 17 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2023 | 17 |
IBERIABANK CORP | 6 | 1 | 0.02% | 0.09% | 0.21% | Q3 2013 | Q1 2020 | 17 |
Integrated Wealth Concepts LLC | 14 | 3 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
NorthRock Partners, LLC | 17 | 17 | 2.08% | 3.67% | 5.62% | Q3 2019 | Q3 2023 | 17 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 17 | 17 | 0.72% | 1.73% | 2.62% | Q4 2016 | Q4 2020 | 17 |
Itau Unibanco Holding S.A. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 17 |
abrdn Investment Management Ltd | 17 | 17 | 0.58% | 0.85% | 1.14% | Q2 2013 | Q2 2017 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Legacy Advisors, LLC | 8 | 2 | 0.03% | 0.25% | 0.69% | Q4 2016 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 1.38% | 1.60% | 1.94% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.30% | 0.56% | Q4 2018 | Q4 2022 | 17 |
Diversified Trust Co | 17 | 17 | 0.02% | 0.10% | 0.22% | Q4 2019 | Q4 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
IndexIQ Advisors LLC | 12 | 1 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q1 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SEIZERT CAPITAL PARTNERS, LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Hayek Kallen Investment Management | 9 | 8 | 0.10% | 0.30% | 0.49% | Q2 2013 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.02% | 0.18% | 0.29% | Q2 2019 | Q2 2023 | 17 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.07% | 0.49% | Q2 2013 | Q3 2018 | 17 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 17 | 17 | 0.05% | 0.07% | 0.09% | Q3 2014 | Q3 2018 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.04% | 0.28% | Q2 2013 | Q2 2017 | 17 |
LaSalle Street Capital Management, LLC | 17 | 17 | 0.69% | 1.53% | 1.98% | Q4 2014 | Q4 2018 | 17 |
Blackhawk Capital Partners LLC. | 14 | 3 | 0.04% | 0.16% | 0.24% | Q4 2017 | Q2 2022 | 17 |
CARLSON CAPITAL L P | 11 | 1 | 0.03% | 0.44% | 1.19% | Q2 2013 | Q4 2019 | 17 |
Farmers National Bank | 15 | 2 | 0.23% | 0.41% | 0.50% | Q4 2014 | Q2 2019 | 17 |
Torch Wealth Management LLC | 5 | 1 | 0.03% | 0.23% | 0.92% | Q4 2013 | Q4 2019 | 17 |
Strategic Investment Advisors / MI | 17 | 17 | 0.10% | 0.14% | 0.17% | Q3 2019 | Q3 2023 | 17 |
IFG Advisors, LLC | 17 | 17 | 0.16% | 0.21% | 0.32% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.12% | 0.27% | 0.46% | Q2 2013 | Q2 2017 | 17 |
First Heartland Consultants, Inc. | 11 | 1 | 0.02% | 0.15% | 0.25% | Q2 2013 | Q4 2019 | 17 |
ALPS ADVISORS INC | 15 | 2 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 17 |
Altshuler Shaham Ltd | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.02% | 0.17% | 0.26% | Q4 2016 | Q3 2023 | 17 |
Marshall Wace North America L.P. | 8 | 2 | 0.00% | 0.22% | 0.94% | Q3 2013 | Q2 2021 | 17 |
Sharkey, Howes & Javer | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 17 |
Hillsdale Investment Management Inc. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.08% | 0.10% | 0.13% | Q1 2018 | Q1 2022 | 17 |
BRAUN STACEY ASSOCIATES INC | 14 | 3 | 0.02% | 0.38% | 0.64% | Q2 2013 | Q4 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Sequoia Financial Advisors, LLC | 8 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 17 |
I.G. INVESTMENT MANAGEMENT, LTD. | 17 | 17 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
HOWLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.16% | 0.45% | Q2 2014 | Q3 2021 | 17 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.00% | 0.15% | 0.54% | Q4 2017 | Q1 2023 | 16 |
Measured Wealth Private Client Group, LLC | 14 | 1 | 0.06% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 16 |
British Airways Pensions Investment Management Ltd | 15 | 1 | 0.18% | 0.62% | 1.05% | Q4 2014 | Q3 2020 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.13% | 0.16% | 0.22% | Q2 2013 | Q1 2017 | 16 |
Vestcor Inc | 16 | 16 | 0.19% | 0.30% | 0.47% | Q4 2019 | Q3 2023 | 16 |
CenturyLink Investment Management Co | 16 | 16 | 0.06% | 0.50% | 0.90% | Q2 2013 | Q1 2017 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.09% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Burt Wealth Advisors | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2020 | 16 |
Pavion Blue Capital, LLC | 16 | 16 | 3.16% | 3.58% | 4.16% | Q4 2019 | Q3 2023 | 16 |
MATHER GROUP, LLC. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Gilbert & Cook, Inc. | 16 | 16 | 0.07% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
PICTON MAHONEY ASSET MANAGEMENT | 12 | 2 | 0.02% | 0.96% | 1.54% | Q2 2013 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.11% | 0.18% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.19% | 0.32% | 0.82% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.07% | 0.14% | 0.22% | Q2 2013 | Q1 2017 | 16 |
XML Financial, LLC | 16 | 16 | 0.09% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.07% | 0.10% | 0.11% | Q4 2019 | Q3 2023 | 16 |
FRONTIER INVESTMENT MGMT CO | 16 | 16 | 0.14% | 0.26% | 0.34% | Q2 2013 | Q1 2017 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.04% | 0.20% | 0.48% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.26% | 0.34% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Delta Investment Management, LLC | 16 | 16 | 0.08% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.66% | 0.84% | 1.15% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.56% | 0.74% | 1.03% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Holocene Advisors, LP | 6 | 2 | 0.00% | 0.76% | 2.66% | Q4 2017 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.22% | 0.27% | 0.33% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.04% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 16 |
ALPHASIMPLEX GROUP, LLC | 16 | 16 | 0.66% | 1.05% | 1.88% | Q1 2018 | Q4 2021 | 16 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
SWS Partners | 15 | 1 | 0.00% | 0.85% | 1.46% | Q4 2017 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Apriem Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
FIDUCIARY TRUST INTERNATIONAL LLC | 9 | 1 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q4 2018 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.20% | 0.25% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Cypress Wealth Advisors LLC | 16 | 16 | 0.38% | 0.60% | 1.01% | Q2 2015 | Q1 2019 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.11% | 0.19% | 0.26% | Q4 2019 | Q3 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 16 | 16 | 0.02% | 0.21% | 0.76% | Q4 2013 | Q3 2017 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.50% | 0.58% | 0.71% | Q2 2013 | Q1 2017 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.08% | 0.11% | 0.18% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.19% | 0.29% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.04% | 1.14% | 1.27% | Q4 2019 | Q3 2023 | 16 |
Thomas J. Herzfeld Advisors, Inc. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.14% | 0.18% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.08% | 0.14% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.12% | 0.40% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.08% | 0.13% | Q4 2018 | Q3 2022 | 16 |
FOUNDERS FINANCIAL SECURITIES LLC | 16 | 16 | 0.07% | 0.14% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.01% | 0.03% | 0.22% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 2.62% | 2.84% | 3.24% | Q4 2019 | Q3 2023 | 16 |
Tandem Investment Advisors, Inc. | 13 | 3 | 0.03% | 0.07% | 0.15% | Q4 2016 | Q4 2020 | 16 |
HERITAGE INVESTORS MANAGEMENT CORP | 16 | 16 | 0.05% | 0.28% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 0.05% | 0.19% | 0.64% | Q4 2019 | Q3 2023 | 16 |
1st Global Advisors, Inc. | 16 | 16 | 0.04% | 0.07% | 0.11% | Q3 2013 | Q2 2017 | 16 |
CrestPoint Capital Management, LLC | 15 | 1 | 0.09% | 0.25% | 0.83% | Q4 2013 | Q4 2017 | 16 |
Mn Services Vermogensbeheer B.V. | 14 | 2 | 0.13% | 0.29% | 0.45% | Q1 2016 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 16 |
Ziegler Capital Management, LLC | 15 | 1 | 0.07% | 0.33% | 0.60% | Q2 2013 | Q3 2023 | 16 |
SMITH SHELLNUT WILSON LLC /ADV | 16 | 16 | 0.14% | 0.24% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Garde Capital, Inc. | 13 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.30% | 1.26% | 3.32% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.13% | 0.38% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Alpha Cubed Investments, LLC | 7 | 1 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.02% | 0.15% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Alyeska Investment Group, L.P. | 7 | 1 | 0.01% | 0.30% | 0.63% | Q4 2014 | Q2 2021 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2017 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.07% | 0.34% | 1.12% | Q4 2019 | Q3 2023 | 16 |
MENORA MIVTACHIM HOLDINGS LTD. | 13 | 3 | 1.35% | 1.59% | 1.87% | Q2 2013 | Q3 2023 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.00% | 0.10% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Lombard Odier Asset Management (Europe) Ltd | 8 | 1 | 0.02% | 0.20% | 0.81% | Q4 2014 | Q3 2023 | 16 |
Integre Asset Management, LLC | 15 | 1 | 0.03% | 0.90% | 2.05% | Q2 2013 | Q4 2017 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.06% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.37% | 0.47% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q1 2017 | 16 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.16% | 0.22% | 0.36% | Q4 2019 | Q2 2023 | 15 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 1 | 0.02% | 0.49% | 1.83% | Q3 2013 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.15% | 0.59% | Q1 2015 | Q3 2023 | 15 |
9258 Wealth Management, LLC | 15 | 15 | 0.09% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
MU Investments Co., Ltd. | 12 | 3 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q1 2017 | 15 |
Gladstone Institutional Advisory LLC | 11 | 4 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 15 |
KELLEHER FINANCIAL ADVISORS | 15 | 15 | 0.25% | 0.30% | 0.39% | Q2 2013 | Q4 2016 | 15 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2019 | 15 |
MAIRS & POWER INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.15% | 0.19% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Alberta Investment Management Corp | 15 | 15 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.26% | 0.31% | 0.34% | Q2 2013 | Q4 2016 | 15 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 15 | 15 | 0.33% | 1.49% | 1.99% | Q4 2013 | Q2 2017 | 15 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 15 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 15 | 15 | 0.82% | 0.93% | 1.09% | Q1 2020 | Q3 2023 | 15 |
Legacy Financial Advisors, Inc. | 8 | 1 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.17% | 0.31% | 0.53% | Q2 2013 | Q4 2016 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Townsend & Associates, Inc | 13 | 2 | 0.06% | 1.62% | 2.54% | Q4 2017 | Q2 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q2 2021 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 2 | 0.00% | 0.13% | 0.32% | Q4 2019 | Q3 2023 | 15 |
Magellan Asset Management Ltd | 15 | 15 | 0.00% | 0.02% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Charles Schwab Trust Co | 13 | 2 | 0.02% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 15 |
OMERS ADMINISTRATION Corp | 9 | 1 | 0.01% | 1.68% | 2.46% | Q1 2016 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Fieldpoint Private Securities, LLC | 8 | 7 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q2 2022 | 15 |
Arkadios Wealth Advisors | 11 | 4 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Founders Capital Management | 10 | 5 | 0.01% | 0.07% | 0.22% | Q1 2017 | Q4 2023 | 15 |
SUFFOLK CAPITAL MANAGEMENT LLC | 5 | 1 | 0.04% | 0.64% | 1.51% | Q3 2013 | Q4 2018 | 15 |
Perella Weinberg Partners Capital Management LP | 12 | 1 | 0.16% | 0.43% | 0.89% | Q3 2013 | Q2 2019 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.13% | 0.32% | 0.75% | Q4 2019 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.02% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.19% | 0.27% | 0.48% | Q4 2019 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q4 2016 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 15 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 15 | 15 | 1.43% | 1.78% | 2.28% | Q3 2015 | Q1 2019 | 15 |
Walleye Capital LLC | 5 | 2 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.63% | 0.77% | 1.09% | Q1 2020 | Q3 2023 | 15 |
Asset Planning Services, Ltd. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.05% | 0.19% | 0.36% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Redmond Asset Management, LLC | 15 | 15 | 0.18% | 0.20% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Platform Technology Partners | 10 | 5 | 0.16% | 0.20% | 0.29% | Q4 2019 | Q3 2023 | 15 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
AMG National Trust Bank | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
EASTERN BANK | 10 | 5 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.05% | 0.09% | Q2 2016 | Q4 2019 | 15 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 9 | 6 | 0.07% | 0.19% | 0.38% | Q4 2019 | Q3 2023 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 15 | 15 | 0.00% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.16% | 0.29% | 0.35% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.10% | 0.27% | Q2 2014 | Q4 2021 | 15 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 2 | 0.00% | 1.51% | 2.39% | Q4 2015 | Q3 2023 | 15 |
Horan Securities, Inc. | 7 | 2 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q2 2023 | 15 |
Cornerstone Advisory, LLC | 15 | 15 | 0.06% | 0.15% | 0.58% | Q1 2020 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.17% | 0.21% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 15 |
GLG LLC | 15 | 15 | 0.14% | 0.21% | 0.51% | Q1 2014 | Q3 2017 | 15 |
Ironwood Financial, llc | 6 | 4 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Cypress Capital Group | 11 | 2 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 15 |
MUFG Securities EMEA plc | 8 | 1 | 0.06% | 0.92% | 3.22% | Q1 2017 | Q3 2022 | 15 |
PRINCETON CAPITAL MANAGEMENT LLC | 8 | 7 | 0.04% | 0.61% | 1.82% | Q1 2015 | Q3 2019 | 15 |
HighVista Strategies LLC | 15 | 15 | 0.14% | 0.56% | 0.92% | Q4 2013 | Q2 2017 | 15 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.22% | 0.29% | 0.44% | Q3 2015 | Q1 2019 | 15 |
FIRST MERCHANTS CORP | 8 | 3 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q1 2021 | 15 |
Country Club Trust Company, n.a. | 12 | 3 | 0.03% | 0.04% | 0.08% | Q3 2015 | Q4 2021 | 15 |
Tidal Investments LLC | 15 | 15 | 0.03% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 15 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 15 | 15 | 0.04% | 1.34% | 2.43% | Q1 2020 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.21% | 0.98% | Q2 2014 | Q4 2017 | 15 |
River Wealth Advisors LLC | 12 | 3 | 0.02% | 0.15% | 0.22% | Q1 2015 | Q4 2018 | 15 |
BlackRock Group LTD | 15 | 15 | 0.26% | 0.30% | 0.33% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.23% | 0.29% | 0.37% | Q2 2013 | Q4 2016 | 15 |
Taylor Wealth Management Partners | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 15 |
AlphaCrest Capital Management LLC | 14 | 1 | 0.03% | 0.18% | 0.46% | Q4 2018 | Q3 2022 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.06% | 0.18% | 0.31% | Q1 2017 | Q3 2020 | 15 |
Axel Capital Management, LLC | 15 | 15 | 0.86% | 1.30% | 1.89% | Q2 2014 | Q4 2017 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.25% | 0.28% | 0.31% | Q2 2013 | Q4 2016 | 15 |
White Pine Investment CO | 13 | 1 | 0.07% | 0.10% | 0.13% | Q3 2019 | Q2 2023 | 14 |
CINCINNATI INSURANCE CO | 14 | 14 | 0.46% | 1.01% | 1.21% | Q2 2020 | Q3 2023 | 14 |
NatWest Group plc | 10 | 4 | 0.01% | 0.27% | 0.83% | Q2 2013 | Q3 2017 | 14 |
Summit Global Investments | 7 | 3 | 0.04% | 0.31% | 0.98% | Q2 2017 | Q3 2023 | 14 |
Riggs Asset Managment Co. Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 14 |
Allen Capital Group, LLC | 9 | 2 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 14 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 | 1 | 0.02% | 0.11% | 0.14% | Q2 2018 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2022 | 14 |
CSU Producer Resources, Inc. | 14 | 14 | 3.46% | 4.50% | 5.22% | Q2 2020 | Q3 2023 | 14 |
BIRINYI ASSOCIATES INC | 14 | 14 | 0.14% | 0.23% | 0.53% | Q2 2013 | Q3 2016 | 14 |
Ninety One SA (PTY) Ltd | 13 | 1 | 0.03% | 0.21% | 0.51% | Q2 2018 | Q1 2023 | 14 |
CINCINNATI INDEMNITY CO | 14 | 14 | 1.47% | 1.62% | 1.83% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.05% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Banco de Sabadell, S.A | 14 | 14 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2021 | 14 |
XPONANCE, INC. | 14 | 14 | 0.08% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.26% | 0.30% | 0.36% | Q4 2017 | Q1 2021 | 14 |
Penserra Capital Management LLC | 9 | 1 | 0.00% | 0.07% | 0.18% | Q3 2018 | Q3 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2016 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Analyst IMS Investment Management Services Ltd. | 14 | 14 | 0.14% | 0.26% | 0.32% | Q3 2016 | Q4 2019 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.21% | 0.30% | 0.37% | Q2 2013 | Q3 2016 | 14 |
Solstein Capital, LLC | 11 | 3 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 14 |
BRR OpCo, LLC | 14 | 14 | 0.07% | 0.14% | 0.20% | Q2 2019 | Q3 2022 | 14 |
Providence Capital Advisors, LLC | 10 | 1 | 0.00% | 0.42% | 1.52% | Q4 2017 | Q3 2023 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Summit Trail Advisors, LLC | 11 | 1 | 0.02% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 14 |
Bryn Mawr Capital Management, LLC | 11 | 1 | 0.08% | 0.54% | 1.80% | Q4 2016 | Q3 2023 | 14 |
Cincinnati Specialty Underwriters Insurance CO | 14 | 14 | 0.92% | 1.05% | 1.19% | Q2 2020 | Q3 2023 | 14 |
CIDEL ASSET MANAGEMENT INC | 14 | 14 | 0.03% | 0.67% | 1.49% | Q3 2019 | Q4 2022 | 14 |
BSW Wealth Partners | 14 | 14 | 0.08% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.04% | 0.06% | 0.26% | Q4 2019 | Q3 2023 | 14 |
Klingman & Associates, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 14 |
LCNB CORP | 14 | 14 | 0.22% | 0.29% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.04% | 0.29% | 0.62% | Q2 2013 | Q3 2016 | 14 |
First Trust Bank, Ltd. | 14 | 14 | 7.75% | 11.89% | 19.15% | Q3 2018 | Q4 2021 | 14 |
Rock Creek Group, LP | 14 | 14 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Schooner Investment Group, LLC. | 14 | 14 | 0.22% | 0.49% | 0.98% | Q2 2013 | Q3 2016 | 14 |
COOKSON PEIRCE & CO INC | 10 | 4 | 0.01% | 0.54% | 0.88% | Q3 2015 | Q3 2023 | 14 |
LEVIN CAPITAL STRATEGIES, L.P. | 13 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
LifePlan Financial Group, Inc | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 14 |
EFG Asset Management (Americas) Corp. | 12 | 2 | 0.05% | 0.85% | 1.36% | Q1 2018 | Q2 2023 | 14 |
Quantitative Investment Management, LLC | 3 | 1 | 0.13% | 0.45% | 1.25% | Q2 2013 | Q2 2023 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q3 2016 | 14 |
Van Cleef Asset Management,Inc | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.14% | 0.23% | 0.29% | Q2 2013 | Q3 2016 | 14 |
AMI ASSET MANAGEMENT CORP | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
CORNERSTONE ADVISORS INC | 8 | 6 | 0.09% | 0.27% | 0.40% | Q3 2014 | Q4 2018 | 14 |
1776 Wealth LLC | 14 | 14 | 0.15% | 0.19% | 0.23% | Q4 2019 | Q1 2023 | 14 |
K.J. Harrison & Partners Inc | 14 | 14 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q3 2016 | 14 |
Quadrature Capital Ltd | 4 | 1 | 0.01% | 0.33% | 1.61% | Q2 2017 | Q3 2023 | 14 |
EXCALIBUR MANAGEMENT CORP | 13 | 1 | 0.11% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 14 |
CHILTON INVESTMENT CO INC. | 12 | 2 | 0.01% | 0.05% | 0.44% | Q4 2014 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2016 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
DAVIDSON TRUST CO | 14 | 14 | 0.19% | 0.22% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Mascoma Wealth Management LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 14 |
Lourd Capital, LLC | 8 | 1 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q4 2018 | 14 |
SG3 Management, LLC | 4 | 2 | 0.01% | 0.14% | 0.40% | Q1 2017 | Q1 2021 | 14 |
CINCINNATI FINANCIAL CORP | 14 | 14 | 1.56% | 2.12% | 2.45% | Q2 2020 | Q3 2023 | 14 |
Holistic Financial Partners | 11 | 2 | 0.02% | 0.25% | 0.44% | Q4 2017 | Q3 2023 | 13 |
CALTON & ASSOCIATES, INC. | 7 | 2 | 0.05% | 0.07% | 0.15% | Q4 2017 | Q4 2021 | 13 |
Foster Victor Wealth Advisors, LLC | 13 | 13 | 0.36% | 0.45% | 0.57% | Q3 2020 | Q3 2023 | 13 |
Qtron Investments LLC | 8 | 5 | 0.08% | 0.16% | 0.26% | Q1 2020 | Q3 2023 | 13 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.14% | 0.52% | Q4 2013 | Q4 2019 | 13 |
IMA Wealth, Inc. | 6 | 3 | 0.00% | 0.08% | 0.31% | Q2 2014 | Q4 2022 | 13 |
Inscription Capital, LLC | 4 | 1 | 0.01% | 0.07% | 0.15% | Q4 2018 | Q2 2023 | 13 |
ICON ADVISERS INC/CO | 12 | 1 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q4 2018 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.41% | 0.49% | 0.60% | Q2 2013 | Q2 2016 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
Strategic Blueprint, LLC | 10 | 1 | 0.03% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.07% | 0.17% | Q2 2020 | Q4 2023 | 13 |
ROCKY MOUNTAIN ADVISERS, LLC | 13 | 13 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
Centerpoint Advisors, LLC | 9 | 4 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.36% | 0.42% | 0.50% | Q4 2018 | Q4 2021 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.02% | 0.23% | 2.12% | Q2 2020 | Q3 2023 | 13 |
BlueCrest Capital Management Ltd | 8 | 1 | 0.01% | 0.05% | 0.19% | Q3 2014 | Q4 2018 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.02% | 0.03% | 0.08% | Q4 2015 | Q1 2019 | 13 |
Wellesley Investment Partners, LLC | 13 | 13 | 0.20% | 0.26% | 0.29% | Q3 2017 | Q3 2020 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.24% | 0.29% | 0.38% | Q2 2013 | Q2 2016 | 13 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.06% | 0.38% | 0.97% | Q4 2014 | Q4 2019 | 13 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 10 | 3 | 0.03% | 0.16% | 0.44% | Q2 2020 | Q3 2023 | 13 |
RS INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.26% | 0.39% | 0.48% | Q2 2013 | Q2 2016 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.33% | 0.51% | 0.72% | Q2 2013 | Q2 2016 | 13 |
Advisory Alpha, LLC | 5 | 1 | 0.01% | 0.04% | 0.20% | Q1 2019 | Q3 2023 | 13 |
STEPH & CO | 13 | 13 | 0.03% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.12% | 0.59% | Q4 2018 | Q3 2023 | 13 |
CAPITAL ONE, NATIONAL ASSOCIATION | 9 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q4 2019 | 13 |
Integrated Investment Consultants, LLC | 7 | 2 | 0.09% | 0.11% | 0.14% | Q1 2016 | Q3 2019 | 13 |
BRISTOL JOHN W & CO INC /NY/ | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FIRST HAWAIIAN BANK | 11 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 13 |
Bank OZK | 10 | 3 | 0.09% | 0.11% | 0.14% | Q1 2019 | Q2 2022 | 13 |
Ionic Capital Management LLC | 5 | 3 | 0.05% | 0.18% | 0.36% | Q2 2013 | Q4 2017 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
Highland Private Wealth Management | 10 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2022 | 13 |
Select Equity Group, L.P. | 8 | 5 | 0.10% | 0.23% | 0.33% | Q4 2013 | Q2 2018 | 13 |
BTC Capital Management, Inc. | 13 | 13 | 0.23% | 0.65% | 0.77% | Q3 2014 | Q3 2017 | 13 |
ACG Wealth | 12 | 1 | 0.00% | 0.07% | 0.14% | Q1 2016 | Q2 2022 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.09% | 0.43% | Q3 2020 | Q3 2023 | 13 |
STABLEFORD CAPITAL II LLC | 13 | 13 | 0.67% | 1.14% | 2.12% | Q1 2017 | Q1 2020 | 13 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.13% | 0.52% | 1.46% | Q1 2014 | Q4 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.13% | 0.17% | 0.24% | Q3 2020 | Q3 2023 | 13 |
SSI INVESTMENT MANAGEMENT LLC | 7 | 6 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2016 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Terra Nova Asset Management LLC | 12 | 1 | 0.20% | 0.28% | 0.51% | Q4 2016 | Q3 2023 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.11% | 0.39% | Q2 2013 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.14% | 0.16% | 0.23% | Q3 2020 | Q3 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.17% | 0.32% | 0.46% | Q2 2020 | Q3 2023 | 13 |
Marquette Asset Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 13 |
TRILLIUM ASSET MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Capital Planning Advisors, LLC | 5 | 1 | 0.04% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 13 |
IVORY INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.56% | 1.28% | Q2 2013 | Q1 2018 | 13 |
Court Place Advisors, LLC | 12 | 1 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q4 2021 | 13 |
683 Capital Management, LLC | 6 | 3 | 0.24% | 0.84% | 1.91% | Q3 2013 | Q1 2019 | 13 |
Verity Asset Management, Inc. | 8 | 5 | 0.16% | 0.20% | 0.26% | Q2 2020 | Q3 2023 | 13 |
CreativeOne Wealth, LLC | 12 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Jaffetilchin Investment Partners, LLC | 11 | 2 | 0.04% | 0.06% | 0.06% | Q4 2018 | Q3 2023 | 13 |
Geo Capital Gestora de Recursos Ltd | 10 | 3 | 0.01% | 1.02% | 4.26% | Q4 2018 | Q2 2022 | 13 |
Braun-Bostich & Associates Inc. | 12 | 1 | 0.01% | 0.23% | 0.56% | Q4 2017 | Q4 2021 | 13 |
RMR Wealth Builders | 6 | 1 | 0.05% | 0.11% | 0.27% | Q4 2019 | Q3 2023 | 13 |
Sciencast Management LP | 5 | 1 | 0.32% | 0.77% | 1.27% | Q1 2016 | Q3 2023 | 13 |
AHL Partners LLP | 9 | 4 | 0.01% | 0.22% | 0.67% | Q3 2014 | Q4 2017 | 13 |
ASSET MANAGEMENT CORP /IL/ /ADV | 12 | 12 | 0.19% | 0.42% | 0.84% | Q4 2019 | Q3 2022 | 13 |
ARVEST TRUST CO N A | 8 | 5 | 0.71% | 0.95% | 1.02% | Q2 2013 | Q3 2023 | 13 |
RFG Advisory, LLC | 8 | 1 | 0.01% | 0.03% | 0.24% | Q4 2014 | Q3 2023 | 13 |
WealthTrust-Arizona, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.11% | 0.21% | 0.35% | Q1 2020 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2017 | 13 |
CAMG Solamere Management, LLC | 13 | 13 | 0.11% | 0.21% | 0.36% | Q3 2018 | Q3 2021 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.08% | 0.21% | Q3 2020 | Q3 2023 | 13 |
PBMares Wealth Management LLC | 13 | 13 | 0.22% | 0.36% | 0.67% | Q3 2020 | Q3 2023 | 13 |
Signature Financial Management, Inc. | 7 | 1 | 0.04% | 0.12% | 0.17% | Q4 2013 | Q3 2018 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q2 2016 | 13 |
Global Financial Private Capital, Inc | 13 | 13 | 0.01% | 0.06% | 0.16% | Q2 2017 | Q2 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.34% | 0.72% | Q3 2019 | Q3 2022 | 13 |
Tranquility Partners, LLC | 13 | 13 | 0.11% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q2 2016 | 13 |
NTV ASSET MANAGEMENT LLC | 9 | 4 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2022 | 13 |
MISSION WEALTH MANAGEMENT, LP | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2016 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Oldfather Financial Services, LLC | 13 | 13 | 0.33% | 0.40% | 0.53% | Q4 2019 | Q4 2022 | 13 |
Morningstar Investment Services LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Castle Rock Wealth Management, LLC | 12 | 1 | 0.13% | 0.21% | 0.33% | Q2 2020 | Q3 2023 | 13 |
BAINCO INTERNATIONAL INVESTORS | 7 | 6 | 0.68% | 0.83% | 0.98% | Q1 2013 | Q4 2020 | 13 |
Kovack Advisors, Inc. | 11 | 1 | 0.02% | 0.07% | 0.11% | Q2 2017 | Q3 2021 | 13 |
Zions Bancorporation | 13 | 13 | 0.00% | 0.06% | 0.23% | Q1 2015 | Q1 2018 | 13 |
Edgestream Partners, L.P. | 8 | 1 | 0.02% | 0.28% | 0.77% | Q3 2019 | Q1 2023 | 13 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.03% | 0.69% | 1.75% | Q3 2014 | Q2 2018 | 12 |
Pekin Hardy Strauss, Inc. | 12 | 12 | 0.06% | 0.07% | 0.10% | Q1 2013 | Q4 2015 | 12 |
EADS & HEALD WEALTH MANAGEMENT | 12 | 12 | 0.27% | 0.30% | 0.32% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.24% | 0.29% | 0.36% | Q1 2020 | Q4 2022 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q3 2016 | 12 |
HARBOR ADVISORY CORP /MA/ | 12 | 12 | 0.13% | 0.21% | 0.35% | Q4 2020 | Q3 2023 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 0.14% | 0.25% | 0.53% | Q4 2019 | Q3 2023 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.07% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 12 |
MILES CAPITAL, INC. | 9 | 3 | 0.12% | 0.80% | 1.94% | Q4 2014 | Q1 2020 | 12 |
UNITED BANK | 10 | 1 | 0.05% | 0.12% | 0.47% | Q4 2014 | Q1 2020 | 12 |
Pensionfund DSM Netherlands | 7 | 2 | 0.15% | 0.46% | 0.64% | Q2 2013 | Q4 2021 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.21% | 0.23% | 0.26% | Q2 2013 | Q1 2016 | 12 |
Laffer Tengler Investments, Inc. | 9 | 3 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.13% | 0.31% | 0.37% | Q2 2013 | Q1 2016 | 12 |
Pershing Square Capital Management | 12 | 12 | 10.40% | 13.92% | 18.61% | Q3 2015 | Q2 2018 | 12 |
WestEnd Advisors, LLC | 5 | 1 | 0.00% | 2.75% | 5.07% | Q2 2013 | Q3 2023 | 12 |
Hudson Bay Capital Management LP | 4 | 1 | 0.02% | 0.22% | 0.76% | Q2 2016 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.14% | 0.18% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 0.88% | 1.08% | 1.25% | Q4 2020 | Q3 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 12 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 12 | 12 | 0.17% | 0.20% | 0.23% | Q4 2017 | Q3 2020 | 12 |
Nikko Asset Management Americas, Inc. | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2016 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 12 |
Jump Trading, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q1 2018 | 12 |
Zweig-DiMenna Associates LLC | 12 | 12 | 0.04% | 0.76% | 1.71% | Q4 2014 | Q3 2017 | 12 |
Nadler Financial Group, Inc. | 12 | 12 | 0.08% | 0.10% | 0.14% | Q3 2014 | Q2 2017 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.28% | 0.74% | 1.37% | Q2 2013 | Q1 2016 | 12 |
Annex Advisory Services, LLC | 12 | 12 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.04% | 0.14% | Q3 2015 | Q1 2023 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.52% | 0.61% | 0.66% | Q2 2013 | Q1 2016 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.15% | 0.28% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2015 | 12 |
Beta Wealth Group, Inc. | 12 | 12 | 2.07% | 2.21% | 2.50% | Q4 2020 | Q3 2023 | 12 |
Curbstone Financial Management Corp | 7 | 5 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q4 2023 | 12 |
Sunbelt Securities, Inc. | 5 | 1 | 0.02% | 0.09% | 0.36% | Q4 2016 | Q3 2023 | 12 |
ISTHMUS PARTNERS, LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q2 2021 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2018 | 12 |
Coastal Bridge Advisors, LLC | 7 | 1 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 12 |
REDW Wealth LLC | 12 | 12 | 0.12% | 0.19% | 0.30% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.03% | 0.10% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.09% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.03% | 0.10% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.04% | 0.12% | 0.26% | Q4 2016 | Q3 2019 | 12 |
Doyle Wealth Management | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Alphinity Investment Management Pty Ltd | 12 | 12 | 0.49% | 3.75% | 5.98% | Q1 2018 | Q4 2020 | 12 |
Larson Financial Group LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NICOLA WEALTH MANAGEMENT LTD. | 12 | 12 | 0.07% | 0.21% | 0.68% | Q1 2018 | Q4 2020 | 12 |
Spring Creek Investment Management, LLC | 12 | 12 | 2.07% | 4.06% | 8.17% | Q4 2018 | Q3 2021 | 12 |
Community Capital Management, LLC | 11 | 11 | 0.01% | 1.23% | 2.48% | Q1 2021 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.18% | 0.22% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 12 |
Mount Yale Investment Advisors, LLC | 9 | 3 | 0.00% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 12 |
Machina Capital S.A.S. | 5 | 1 | 0.10% | 0.66% | 1.15% | Q4 2018 | Q3 2023 | 12 |
Infusive Asset Management Inc. | 12 | 12 | 0.07% | 5.03% | 11.80% | Q4 2020 | Q3 2023 | 12 |
Impax Asset Management Group plc | 8 | 4 | 0.01% | 0.15% | 0.26% | Q3 2018 | Q3 2023 | 12 |
Wambolt & Associates, LLC | 12 | 12 | 0.11% | 0.33% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Bell Rock Capital LLC | 9 | 1 | 0.02% | 0.11% | 0.34% | Q4 2016 | Q3 2022 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 1.03% | 1.24% | 1.44% | Q4 2018 | Q3 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 3 | 0.04% | 0.20% | 0.31% | Q4 2018 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2021 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Lineweaver Wealth Advisors, LLC | 12 | 12 | 0.08% | 0.42% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Visionary Wealth Advisors | 8 | 4 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Asio Capital, LLC | 7 | 5 | 0.07% | 0.57% | 1.57% | Q4 2019 | Q3 2023 | 12 |
Total Clarity Wealth Management, Inc. | 11 | 1 | 0.02% | 0.78% | 1.06% | Q4 2019 | Q3 2023 | 12 |
Delta Accumulation, LLC | 4 | 2 | 0.19% | 2.05% | 4.39% | Q4 2021 | Q3 2023 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.24% | 0.27% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.05% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q1 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.54% | 0.61% | 0.69% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.27% | 0.31% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Jump Financial, LLC | 9 | 3 | 0.01% | 0.08% | 0.21% | Q3 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 1.50% | 1.62% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.15% | 0.31% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.02% | 0.14% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.82% | 0.88% | 0.93% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 1.55% | 1.84% | 1.94% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.80% | 0.91% | 1.04% | Q4 2020 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.76% | 0.90% | 1.12% | Q4 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 0.32% | 0.41% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.16% | 0.19% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.29% | 0.32% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.14% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.19% | 0.24% | 0.29% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.23% | 0.28% | 0.30% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.24% | 0.34% | 0.39% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.21% | 0.30% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.11% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.03% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.18% | 0.21% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.05% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.22% | 0.34% | 0.43% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.01% | 0.10% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Northeast Financial Group, Inc. | 12 | 12 | 0.15% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.10% | 0.23% | 0.44% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q3 2021 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q4 2021 | 12 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 11 | 1 | 0.07% | 0.11% | 0.13% | Q2 2013 | Q4 2021 | 12 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.00% | 0.04% | 0.15% | Q1 2019 | Q1 2023 | 12 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2022 | 12 |
GRIES FINANCIAL LLC | 11 | 11 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 11 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 11 | 11 | 0.03% | 0.08% | 0.12% | Q2 2018 | Q4 2020 | 11 |
M.D. Sass, Inc. | 9 | 2 | 0.02% | 0.41% | 1.55% | Q2 2013 | Q1 2016 | 11 |
SteelPeak Wealth, LLC | 7 | 1 | 0.02% | 0.28% | 0.65% | Q4 2019 | Q3 2023 | 11 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 5 | 0.00% | 0.42% | 0.98% | Q2 2013 | Q3 2016 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q4 2015 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.12% | 0.16% | 0.25% | Q2 2013 | Q4 2015 | 11 |
CHUBB CORP | 11 | 11 | 0.79% | 1.05% | 1.83% | Q2 2013 | Q4 2015 | 11 |
GODSEY & GIBB, INC | 7 | 4 | 0.04% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 11 |
PAYDEN & RYGEL | 8 | 3 | 0.00% | 0.64% | 1.19% | Q2 2013 | Q2 2023 | 11 |
Lloyd Advisory Services, LLC. | 10 | 1 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2021 | 11 |
Hutchin Hill Capital, LP | 6 | 1 | 0.03% | 0.56% | 1.49% | Q3 2013 | Q3 2017 | 11 |
Blueshift Asset Management, LLC | 4 | 1 | 0.06% | 0.17% | 0.37% | Q4 2018 | Q2 2023 | 11 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.77% | 3.05% | Q3 2015 | Q3 2023 | 11 |
Landsberg, Bennett, & Dubbaneh LLC | 11 | 11 | 0.50% | 0.70% | 1.02% | Q1 2019 | Q3 2021 | 11 |
MACRO Consulting Group | 11 | 11 | 1.10% | 1.35% | 1.62% | Q4 2018 | Q2 2021 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q1 2020 | 11 |
Coronation Fund Managers Ltd. | 11 | 11 | 0.17% | 0.47% | 0.97% | Q1 2018 | Q3 2020 | 11 |
Evolution Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 11 |
KG&L Capital Management,LLC | 9 | 2 | 0.10% | 0.22% | 0.35% | Q3 2020 | Q3 2023 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
AMERICAN FINANCIAL GROUP INC | 11 | 11 | 0.57% | 0.68% | 0.78% | Q2 2013 | Q4 2015 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.44% | 0.78% | Q4 2020 | Q2 2023 | 11 |
HC FINANCIAL ADVISORS INC | 11 | 11 | 0.29% | 0.78% | 1.02% | Q4 2019 | Q2 2022 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.11% | 0.21% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Regent Peak Wealth Advisors LLC | 10 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 11 |
Clear Perspective Advisors, LLC | 11 | 11 | 0.15% | 0.17% | 0.19% | Q4 2016 | Q2 2019 | 11 |
Parametric Risk Advisors LLC | 11 | 11 | 0.07% | 0.09% | 0.13% | Q4 2013 | Q2 2016 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.16% | 0.64% | 0.92% | Q2 2013 | Q4 2015 | 11 |
Salomon & Ludwin, LLC | 6 | 5 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.10% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.23% | 0.37% | 0.50% | Q1 2020 | Q3 2022 | 11 |
Community Financial Services Group, LLC | 8 | 1 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 11 |
Burgundy Asset Management Ltd. | 8 | 3 | 0.01% | 0.45% | 2.07% | Q2 2013 | Q3 2023 | 11 |
Otter Creek Advisors, LLC | 8 | 1 | 0.76% | 1.48% | 2.51% | Q1 2015 | Q3 2018 | 11 |
One Capital Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 11 |
Polar Asset Management Partners Inc. | 7 | 1 | 0.01% | 0.33% | 0.66% | Q3 2016 | Q4 2021 | 11 |
HCR Wealth Advisors | 4 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ARMISTICE CAPITAL, LLC | 11 | 11 | 0.37% | 0.67% | 0.96% | Q1 2020 | Q3 2022 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.23% | 0.24% | 0.26% | Q2 2020 | Q4 2022 | 11 |
SeaBridge Investment Advisors LLC | 11 | 11 | 0.50% | 0.67% | 0.76% | Q1 2021 | Q3 2023 | 11 |
Community Bank of Raymore | 11 | 11 | 0.08% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.05% | 0.08% | 0.18% | Q2 2013 | Q4 2015 | 11 |
OFI Advisors LLC | 11 | 11 | 0.18% | 0.21% | 0.33% | Q1 2013 | Q3 2015 | 11 |
SeaTown Holdings Pte. Ltd. | 4 | 2 | 0.07% | 0.88% | 1.79% | Q1 2018 | Q3 2023 | 11 |
BBR PARTNERS, LLC | 7 | 4 | 0.04% | 0.09% | 0.11% | Q3 2019 | Q3 2023 | 11 |
BW Gestao de Investimentos Ltda. | 10 | 1 | 0.29% | 0.60% | 1.16% | Q4 2013 | Q2 2017 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.78% | 0.89% | 1.04% | Q4 2019 | Q2 2022 | 11 |
SUMMITRY LLC | 11 | 11 | 2.10% | 3.30% | 4.10% | Q2 2015 | Q4 2017 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.21% | 0.25% | 0.28% | Q1 2021 | Q3 2023 | 11 |
NATIONAL PENN INVESTORS TRUST CO /PA | 11 | 11 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2016 | 11 |
Accel Wealth Management | 11 | 11 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q2 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Virtus Investment Advisers, Inc. | 6 | 5 | 0.05% | 0.16% | 0.38% | Q3 2016 | Q3 2023 | 11 |
Brick & Kyle, Associates | 10 | 1 | 0.04% | 0.13% | 0.23% | Q4 2014 | Q2 2019 | 11 |
Hikari Power Ltd | 11 | 11 | 0.12% | 0.16% | 0.20% | Q1 2014 | Q3 2016 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.16% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 11 |
ICICI Prudential Asset Management Co Ltd | 8 | 3 | 0.07% | 0.50% | 1.63% | Q1 2017 | Q3 2023 | 11 |
Euclid Advisors LLC | 9 | 1 | 0.04% | 0.27% | 0.42% | Q2 2013 | Q2 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
FIRST AMERICAN TRUST, FSB | 8 | 3 | 0.05% | 0.60% | 1.38% | Q1 2018 | Q1 2022 | 11 |
State of Wyoming | 11 | 11 | 0.01% | 0.07% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Neuberger Berman Canada ULC | 11 | 11 | 0.10% | 0.35% | 0.74% | Q3 2013 | Q1 2016 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q2 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.13% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 11 |
Varma Mutual Pension Insurance Co | 6 | 5 | 0.07% | 0.12% | 0.19% | Q1 2020 | Q1 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q2 2020 | 11 |
OXFORD ASSET MANAGEMENT LLP | 9 | 2 | 0.02% | 0.15% | 0.31% | Q1 2017 | Q4 2019 | 11 |
Bowling Portfolio Management LLC | 8 | 3 | 0.05% | 0.21% | 0.66% | Q2 2019 | Q2 2022 | 11 |
Greenhouse Wealth Management, LLC | 7 | 4 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q3 2023 | 11 |
L & S Advisors Inc | 4 | 3 | 0.15% | 0.58% | 1.04% | Q4 2016 | Q1 2023 | 11 |
Pensionfund Sabic | 9 | 2 | 0.53% | 0.63% | 0.72% | Q3 2018 | Q2 2022 | 11 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.39% | 0.82% | Q2 2018 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.17% | 0.26% | 0.49% | Q4 2020 | Q2 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.06% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.10% | 0.28% | 0.97% | Q4 2019 | Q2 2022 | 11 |
MARSHALL WACE ASIA Ltd | 11 | 11 | 0.21% | 1.92% | 3.32% | Q1 2017 | Q3 2019 | 11 |
GeoWealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 11 |
DEARBORN PARTNERS LLC | 7 | 4 | 0.17% | 0.65% | 1.47% | Q2 2014 | Q3 2023 | 11 |
Mach-1 Financial Group, LLC | 8 | 3 | 0.01% | 0.18% | 0.74% | Q4 2020 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.02% | 0.09% | 0.31% | Q4 2020 | Q3 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 7 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 8 | 3 | 0.01% | 0.19% | 0.49% | Q1 2019 | Q3 2023 | 11 |
Humankind Investments LLC | 11 | 11 | 0.15% | 0.31% | 0.51% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.11% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 11 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.03% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 11 |
Hoxton Financial, Inc. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 11 |
RMB Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.06% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.16% | 0.52% | 1.43% | Q4 2020 | Q3 2023 | 10 |
Bridgewater Wealth & Financial Management, LLC | 9 | 1 | 0.09% | 0.10% | 0.10% | Q4 2014 | Q2 2017 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2017 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2017 | 10 |
RIDGECREST WEALTH PARTNERS, LLC | 10 | 10 | 0.12% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Timber Hill LLC | 4 | 1 | 0.01% | 0.04% | 0.29% | Q3 2013 | Q4 2017 | 10 |
DT Investment Partners, LLC | 7 | 1 | 0.02% | 0.04% | 0.09% | Q3 2014 | Q3 2023 | 10 |
Hennion & Walsh Asset Management, Inc. | 10 | 10 | 0.01% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 1 | 0.16% | 0.43% | 0.71% | Q1 2014 | Q1 2019 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Prentice Wealth Management LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.01% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Founders Financial Alliance, LLC | 7 | 3 | 0.11% | 0.12% | 0.13% | Q3 2020 | Q2 2023 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.35% | 0.47% | 0.60% | Q4 2015 | Q1 2018 | 10 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 7 | 2 | 0.00% | 0.17% | 0.24% | Q4 2014 | Q3 2023 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.28% | 0.32% | 0.38% | Q2 2021 | Q3 2023 | 10 |
MEMBERS CAPITAL ADVISORS INC | 10 | 10 | 0.80% | 1.34% | 2.11% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.14% | 0.21% | 0.24% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.11% | 0.28% | 1.03% | Q2 2021 | Q3 2023 | 10 |
Empowered Funds, LLC | 10 | 10 | 0.04% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 10 |
Alhambra Investment Management LLC | 8 | 1 | 0.15% | 0.19% | 0.24% | Q4 2019 | Q3 2023 | 10 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.01% | 0.23% | 0.53% | Q2 2014 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
FULLER & THALER ASSET MANAGEMENT, INC. | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2016 | 10 |
OSTRUM ASSET MANAGEMENT | 7 | 3 | 0.23% | 4.35% | 9.73% | Q4 2018 | Q3 2023 | 10 |
Convergence Investment Partners, LLC | 4 | 1 | 0.02% | 0.11% | 0.43% | Q1 2018 | Q1 2022 | 10 |
Human Investing LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Jackson Hole Capital Partners, LLC | 6 | 2 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q1 2023 | 10 |
Bronte Capital Management Pty Ltd. | 10 | 10 | 0.31% | 0.47% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Signet Investment Advisory Group, Inc. | 9 | 1 | 0.04% | 0.29% | 0.42% | Q4 2018 | Q4 2022 | 10 |
Cooperatieve Rabobank U.A. | 10 | 10 | 0.49% | 1.28% | 2.08% | Q2 2013 | Q3 2015 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.19% | 0.25% | 0.34% | Q2 2013 | Q3 2015 | 10 |
Wealth Dimensions Group, Ltd. | 6 | 4 | 0.09% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Sustainable Insight Capital Management, LLC | 5 | 1 | 0.27% | 1.23% | 4.03% | Q2 2018 | Q2 2023 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2015 | 10 |
Cerebellum GP, LLC | 4 | 2 | 0.04% | 0.21% | 0.30% | Q4 2017 | Q3 2020 | 10 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 1 | 0.26% | 1.20% | 1.93% | Q2 2013 | Q3 2018 | 10 |
TOWNSQUARE CAPITAL LLC | 9 | 1 | 0.01% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 10 |
Hotaling Investment Management, LLC | 10 | 10 | 0.09% | 0.33% | 0.71% | Q3 2020 | Q4 2022 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Newton One Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Next Capital Management LLC | 7 | 1 | 0.01% | 0.13% | 0.16% | Q2 2019 | Q3 2023 | 10 |
DG CAPITAL MANAGEMENT INC | 6 | 4 | 0.17% | 1.34% | 1.76% | Q2 2013 | Q3 2016 | 10 |
Strategic Wealth Management Group, LLC | 10 | 10 | 0.09% | 0.15% | 0.23% | Q4 2018 | Q1 2021 | 10 |
RELATIONAL INVESTORS LLC | 10 | 10 | 8.69% | 11.42% | 18.94% | Q2 2013 | Q3 2015 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.03% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 10 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 4 | 0.03% | 0.12% | 0.18% | Q4 2014 | Q3 2023 | 10 |
Brand Asset Management Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.33% | 0.82% | Q4 2019 | Q3 2023 | 10 |
Barnett & Company, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 10 |
Salient Capital Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
AXS Investments LLC | 8 | 2 | 0.04% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.04% | 0.20% | Q4 2022 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.05% | 0.08% | Q2 2010 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 10 |
Eclectica Asset Management LLP | 10 | 10 | 1.10% | 2.69% | 4.85% | Q2 2013 | Q3 2015 | 10 |
NCM CAPITAL MANAGEMENT GROUP INC | 10 | 10 | 0.04% | 0.90% | 1.45% | Q2 2013 | Q3 2015 | 10 |
AMARILLO NATIONAL BANK | 10 | 10 | 0.28% | 0.49% | 0.70% | Q2 2013 | Q3 2015 | 10 |
COMERICA SECURITIES INC | 8 | 2 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q4 2018 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.51% | 0.60% | 0.78% | Q2 2013 | Q3 2015 | 10 |
Nelson Capital Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Platte River Capital LLC | 10 | 10 | 0.24% | 0.41% | 0.52% | Q2 2013 | Q3 2015 | 10 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 10 | 10 | 0.02% | 1.02% | 2.72% | Q2 2017 | Q3 2019 | 10 |
BHF Kleinwort Benson Group S.A. | 9 | 1 | 0.05% | 0.29% | 0.66% | Q2 2013 | Q4 2015 | 10 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 10 | 10 | 0.50% | 0.85% | 1.10% | Q3 2018 | Q4 2020 | 10 |
Congress Park Capital LLC | 10 | 10 | 0.29% | 0.45% | 0.58% | Q4 2017 | Q1 2020 | 10 |
Boston Partners | 10 | 10 | 0.01% | 0.22% | 0.65% | Q1 2019 | Q2 2021 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2015 | 10 |
DOW CHEMICAL CO /DE/ | 10 | 10 | 0.08% | 0.24% | 0.36% | Q2 2013 | Q3 2015 | 10 |
Visium Asset Management, LP | 6 | 4 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2015 | 10 |
Lucia Wealth Services, LLC | 9 | 1 | 0.03% | 1.82% | 2.46% | Q4 2017 | Q3 2020 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
TAUBE HODSON STONEX PARTNERS LLP | 9 | 1 | 7.21% | 9.78% | 12.13% | Q2 2013 | Q2 2016 | 10 |
Meridian Wealth Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Partnervest Advisory Services LLC | 5 | 1 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2020 | 10 |
Greenline Partners, LLC | 10 | 10 | 0.21% | 0.24% | 0.26% | Q4 2017 | Q1 2020 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.23% | 0.59% | Q3 2017 | Q3 2023 | 10 |
Fortis Advisors, LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2020 | 10 |
Ironsides Asset Advisors, LLC | 8 | 2 | 0.47% | 0.54% | 0.60% | Q2 2014 | Q4 2016 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 10 |
Ruffer LLP | 10 | 10 | 0.06% | 0.15% | 0.27% | Q2 2013 | Q3 2015 | 10 |
Advisors Capital Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 9 | 1 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 10 |
StrategIQ Financial Group, LLC | 8 | 1 | 0.04% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 9 |
SRB CORP | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2022 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.03% | 0.28% | 0.50% | Q1 2018 | Q3 2023 | 9 |
Activest Wealth Management | 6 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
FORT PITT CAPITAL GROUP, LLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q2 2022 | 9 |
Peachtree Investment Partners, LLC | 9 | 9 | 0.09% | 0.13% | 0.14% | Q2 2021 | Q2 2023 | 9 |
BECKER CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 9 |
Summit Financial Strategies, Inc. | 4 | 2 | 0.04% | 0.10% | 0.13% | Q2 2017 | Q3 2021 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Liontrust Investment Partners LLP | 8 | 1 | 0.11% | 0.13% | 0.18% | Q4 2020 | Q2 2023 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.03% | 0.35% | 0.86% | Q3 2020 | Q3 2023 | 9 |
Pinnacle Advisory Group, Inc. | 8 | 1 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q1 2021 | 9 |
CT Financial Advisors LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q1 2017 | 9 |
Atom Investors LP | 9 | 9 | 0.05% | 0.34% | 0.76% | Q4 2018 | Q4 2020 | 9 |
Leith Wheeler Investment Counsel Ltd. | 9 | 9 | 0.03% | 0.50% | 1.14% | Q4 2021 | Q4 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.07% | 0.14% | 0.24% | Q3 2020 | Q2 2023 | 9 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2021 | 9 |
Renasant Bank | 9 | 9 | 0.27% | 0.58% | 0.74% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.57% | 0.67% | 0.81% | Q1 2015 | Q1 2017 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 9 |
MOODY LYNN & LIEBERSON, LLC | 9 | 9 | 0.27% | 0.39% | 0.65% | Q3 2021 | Q3 2023 | 9 |
GIOVINE CAPITAL GROUP LLC | 9 | 9 | 0.20% | 0.33% | 0.98% | Q4 2013 | Q4 2015 | 9 |
Resolute Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
Mizuho Securities Co. Ltd. | 8 | 1 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q3 2022 | 9 |
Kinloch Capital, LLC | 8 | 1 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 9 |
AFT, FORSYTH & COMPANY, INC. | 3 | 1 | 0.11% | 0.19% | 0.36% | Q2 2013 | Q2 2023 | 9 |
Sather Financial Group Inc | 9 | 9 | 0.02% | 0.04% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Covenant Multifamily Offices, LLC | 5 | 4 | 0.22% | 0.28% | 0.33% | Q4 2018 | Q3 2021 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.06% | 0.16% | 0.25% | Q4 2017 | Q4 2019 | 9 |
HighMark Wealth Management LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
BANK HAPOALIM BM | 9 | 9 | 0.20% | 0.25% | 0.29% | Q3 2016 | Q3 2018 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.40% | 0.47% | 0.59% | Q2 2013 | Q2 2015 | 9 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 9 | 9 | 0.80% | 0.92% | 1.01% | Q3 2021 | Q3 2023 | 9 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 9 | 0.07% | 0.11% | 0.16% | Q4 2016 | Q4 2018 | 9 |
GLENVIEW STATE BANK TRUST DEPT. | 5 | 4 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q2 2021 | 9 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 9 | 9 | 0.20% | 0.25% | 0.28% | Q4 2014 | Q4 2016 | 9 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 9 | 9 | 0.00% | 0.21% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Summit Financial, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 4 | 2 | 0.19% | 0.89% | 1.40% | Q2 2019 | Q3 2023 | 9 |
Elite Wealth Management, Inc. | 9 | 9 | 0.04% | 0.07% | 0.11% | Q3 2012 | Q3 2014 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.21% | 0.28% | 0.44% | Q3 2021 | Q3 2023 | 9 |
IAT REINSURANCE CO LTD. | 9 | 9 | 0.37% | 0.50% | 0.62% | Q4 2014 | Q4 2016 | 9 |
HOERTKORN RICHARD CHARLES | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
MIROVA | 7 | 2 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q1 2022 | 9 |
Yorktown Management & Research Co Inc | 6 | 3 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q2 2017 | 9 |
Van Leeuwen & Company, LLC | 9 | 9 | 1.40% | 2.19% | 2.76% | Q3 2018 | Q3 2020 | 9 |
Iowa State Bank | 5 | 4 | 0.09% | 0.33% | 0.64% | Q1 2019 | Q3 2023 | 9 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
13D Management LLC | 9 | 9 | 3.33% | 3.88% | 4.45% | Q3 2015 | Q3 2017 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 1 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 9 |
Venturi Wealth Management, LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.56% | 0.66% | 0.74% | Q3 2021 | Q3 2023 | 9 |
Golden State Wealth Management, LLC | 5 | 1 | 0.03% | 0.08% | 0.15% | Q1 2019 | Q4 2021 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.11% | 0.23% | 0.32% | Q4 2019 | Q4 2021 | 9 |
COMERICA SECURITIES,INC. | 8 | 1 | 0.01% | 0.07% | 0.11% | Q1 2019 | Q4 2022 | 9 |
DeDora Capital, Inc. | 7 | 2 | 0.03% | 0.17% | 0.23% | Q4 2017 | Q3 2023 | 9 |
MITCHELL CAPITAL MANAGEMENT CO | 9 | 9 | 0.12% | 0.47% | 0.76% | Q1 2018 | Q1 2020 | 9 |
MIZUHO SECURITIES USA LLC | 4 | 1 | 0.02% | 0.51% | 2.01% | Q2 2013 | Q4 2020 | 9 |
Westover Capital Advisors, LLC | 9 | 9 | 0.52% | 1.02% | 1.48% | Q1 2016 | Q1 2018 | 9 |
Quantinno Capital Management LP | 8 | 1 | 0.11% | 0.15% | 0.22% | Q1 2020 | Q3 2023 | 9 |
Principal Street Partners, LLC | 9 | 9 | 0.10% | 0.15% | 0.28% | Q2 2019 | Q2 2021 | 9 |
Fosun International Ltd | 6 | 1 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q2 2020 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Souders Financial Advisors | 8 | 1 | 0.24% | 0.65% | 0.82% | Q1 2020 | Q3 2023 | 9 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.16% | 0.19% | 0.26% | Q2 2013 | Q2 2015 | 9 |
Resonant Capital Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Truvvo Partners LLC | 9 | 9 | 0.15% | 0.42% | 0.62% | Q4 2015 | Q4 2017 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.24% | 0.29% | 0.33% | Q1 2021 | Q1 2023 | 9 |
Sepio Capital, LP | 9 | 9 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q4 2020 | 9 |
AFFINITY WEALTH MANAGEMENT LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
PROFFITT & GOODSON INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.11% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
DIAMANT ASSET MANAGEMENT, INC. | 9 | 9 | 0.06% | 0.29% | 0.42% | Q4 2017 | Q4 2019 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q4 2022 | 9 |
JOYN Advisors, Inc. | 9 | 9 | 0.00% | 0.05% | 0.09% | Q1 2018 | Q1 2020 | 9 |
Cipher Capital LP | 4 | 1 | 0.06% | 0.26% | 0.68% | Q3 2015 | Q2 2023 | 9 |
EDMP, INC. | 9 | 9 | 0.20% | 0.21% | 0.22% | Q4 2013 | Q4 2015 | 9 |
HOWARD HUGHES MEDICAL INSTITUTE | 9 | 9 | 0.12% | 1.06% | 1.88% | Q2 2013 | Q2 2015 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.17% | 0.24% | 0.33% | Q3 2021 | Q3 2023 | 9 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 9 | 9 | 9.73% | 16.86% | 22.41% | Q2 2013 | Q2 2015 | 9 |
Roble, Belko & Company, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 9 |
Lombard Odier & Cie (Bahamas) Ltd | 8 | 8 | 1.98% | 2.54% | 3.49% | Q4 2013 | Q3 2015 | 8 |
FNY Managed Accounts LLC | 4 | 1 | 0.00% | 0.32% | 1.39% | Q3 2013 | Q1 2017 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
SATOVSKY ASSET MANAGEMENT LLC | 4 | 1 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.13% | 0.22% | 0.37% | Q4 2021 | Q3 2023 | 8 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 3 | 0.01% | 0.19% | 0.62% | Q4 2015 | Q3 2018 | 8 |
&PARTNERS | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 6 | 2 | 0.18% | 1.19% | 2.36% | Q2 2013 | Q1 2018 | 8 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 2 | 0.09% | 1.00% | 1.61% | Q2 2013 | Q4 2019 | 8 |
S&CO INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 1.71% | 2.09% | 2.35% | Q4 2021 | Q3 2023 | 8 |
BAXTER BROS INC | 5 | 3 | 0.07% | 0.08% | 0.10% | Q2 2015 | Q2 2017 | 8 |
Bristlecone Advisors, LLC | 8 | 8 | 0.08% | 0.13% | 0.21% | Q4 2015 | Q3 2017 | 8 |
Alpine Global Management, LLC | 3 | 1 | 0.10% | 0.15% | 0.23% | Q4 2014 | Q1 2023 | 8 |
LBA Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2017 | 8 |
O'Shares Investment Advisers, LLC | 8 | 8 | 0.16% | 0.25% | 0.40% | Q2 2020 | Q1 2022 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.09% | 0.15% | 0.31% | Q2 2013 | Q2 2019 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q2 2021 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.26% | 0.53% | 0.70% | Q4 2015 | Q3 2017 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.49% | 0.69% | 0.94% | Q2 2013 | Q1 2015 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.98% | 1.37% | 1.59% | Q2 2013 | Q1 2015 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.17% | 0.21% | 0.22% | Q2 2013 | Q1 2015 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.24% | 0.34% | 0.48% | Q4 2021 | Q3 2023 | 8 |
OLD DOMINION CAPITAL MANAGEMENT INC | 8 | 8 | 0.11% | 0.22% | 0.26% | Q4 2019 | Q3 2021 | 8 |
Camelot Portfolios, LLC | 4 | 1 | 0.09% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 8 |
CLINTON GROUP INC | 2 | 1 | 0.06% | 0.23% | 0.41% | Q1 2014 | Q2 2017 | 8 |
LYELL WEALTH MANAGEMENT, LP | 7 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
DALTON GREINER HARTMAN MAHER & CO | 8 | 8 | 0.09% | 0.45% | 1.02% | Q2 2019 | Q1 2021 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.12% | 0.16% | 0.19% | Q1 2013 | Q4 2014 | 8 |
KEMPER Corp | 8 | 8 | 0.25% | 0.75% | 0.99% | Q2 2013 | Q1 2015 | 8 |
ASCEND CAPITAL, LLC | 2 | 1 | 0.18% | 0.53% | 1.52% | Q1 2015 | Q4 2017 | 8 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.11% | 0.90% | 1.48% | Q4 2013 | Q2 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.17% | 0.25% | Q1 2019 | Q4 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q1 2015 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.19% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q1 2015 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.02% | 0.14% | 0.90% | Q4 2013 | Q3 2015 | 8 |
Invictus RG Pte. Ltd. | 6 | 2 | 0.02% | 0.23% | 0.59% | Q2 2013 | Q3 2015 | 8 |
Southeastern Asset Management | 8 | 8 | 0.29% | 5.19% | 6.40% | Q2 2013 | Q1 2015 | 8 |
Landmark Financial Advisors, LLC | 8 | 8 | 0.20% | 0.23% | 0.25% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.21% | 0.25% | 0.28% | Q4 2015 | Q3 2017 | 8 |
Windsor Capital Management, LLC | 3 | 2 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q4 2016 | 8 |
EAGLE ASSET MANAGEMENT INC | 8 | 8 | 0.38% | 0.60% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
EMERSON INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.58% | 0.74% | 0.83% | Q2 2013 | Q1 2015 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Lafayette Investments | 4 | 1 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q3 2023 | 8 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 1 | 0.34% | 1.18% | 1.82% | Q2 2020 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.32% | 0.35% | 0.38% | Q2 2013 | Q1 2015 | 8 |
Pinkerton Retirement Specialists, LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q2 2018 | 8 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.12% | 0.49% | Q2 2013 | Q2 2021 | 8 |
TLP GROUP LLC | 5 | 1 | 0.08% | 0.19% | 0.38% | Q1 2016 | Q3 2018 | 8 |
WoodTrust Financial Corp | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 8 |
INR ADVISORY SERVICES LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
Parsec Financial Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
RNC CAPITAL MANAGEMENT LLC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2020 | 8 |
Coho Partners, Ltd. | 8 | 8 | 2.10% | 3.30% | 4.15% | Q4 2021 | Q3 2023 | 8 |
Port Capital LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2019 | 8 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.17% | 0.49% | Q3 2015 | Q2 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.05% | 0.10% | 0.15% | Q4 2014 | Q1 2019 | 8 |
Westbourne Investment Advisors, Inc. | 8 | 8 | 0.28% | 0.34% | 0.41% | Q4 2021 | Q3 2023 | 8 |
6 Meridian | 6 | 2 | 0.22% | 0.84% | 1.58% | Q1 2019 | Q4 2021 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.21% | 0.25% | 0.31% | Q2 2019 | Q1 2021 | 8 |
AIA Group Ltd | 8 | 8 | 0.01% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2019 | 8 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.01% | 0.18% | 0.61% | Q4 2018 | Q3 2019 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.35% | 0.41% | 0.46% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.12% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Odey Asset Management Group Ltd | 8 | 8 | 0.23% | 0.30% | 0.42% | Q2 2018 | Q1 2020 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.29% | 0.34% | 0.37% | Q4 2014 | Q3 2016 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Maven Securities LTD | 3 | 2 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2022 | 8 |
ISLAY CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2022 | 8 |
Avondale Wealth Management | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 8 |
LSV ASSET MANAGEMENT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 8 |
Stanley-Laman Group, Ltd. | 5 | 3 | 0.06% | 0.29% | 0.58% | Q3 2020 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.15% | 0.27% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Tevis Investment Management | 8 | 8 | 0.41% | 0.49% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.23% | 0.25% | 0.27% | Q4 2019 | Q3 2021 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.19% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 0.60% | 0.74% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.27% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Andesa Financial Management Inc. | 8 | 8 | 0.10% | 0.17% | 0.32% | Q1 2021 | Q4 2022 | 8 |
Lakeside Advisors, INC. | 8 | 8 | 0.34% | 0.38% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.07% | 0.13% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.26% | 0.30% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.67% | 1.01% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.30% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.23% | 0.94% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.08% | 0.25% | 0.37% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.11% | 0.28% | 0.39% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.48% | 0.55% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.07% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.36% | 0.43% | 0.49% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.12% | 0.17% | 0.29% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.09% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 0.49% | 0.51% | 0.56% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.08% | 0.16% | Q2 2018 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.23% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.03% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.18% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.66% | 0.80% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.11% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Artisan Partners Limited Partnership | 3 | 2 | 0.03% | 0.06% | 0.10% | Q1 2016 | Q1 2020 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.06% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.70% | 0.84% | 0.92% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.16% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
NorthCoast Asset Management LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 0.41% | 0.45% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.36% | 0.38% | 0.42% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.19% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.43% | 0.48% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.43% | 0.47% | 0.51% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET FINANCIAL LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Charles Carroll Financial Partners, LLC | 8 | 8 | 0.41% | 0.56% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.34% | 0.41% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.02% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.03% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.02% | 0.03% | 0.10% | Q1 2022 | Q4 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 8 |
Argent Advisors, Inc. | 4 | 4 | 0.10% | 0.24% | 0.43% | Q4 2019 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.07% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.15% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.42% | 0.48% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.22% | 0.28% | 0.32% | Q2 2013 | Q1 2015 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.37% | 0.54% | 0.97% | Q4 2020 | Q3 2022 | 8 |
UNIVEST FINANCIAL Corp | 7 | 7 | 0.61% | 1.05% | 1.31% | Q1 2022 | Q3 2023 | 7 |
Parasol Investment Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2015 | 7 |
Tacita Capital Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Princeton Alpha Management LP | 4 | 1 | 0.06% | 0.42% | 0.84% | Q2 2014 | Q3 2016 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Interval Partners, LP | 2 | 1 | 0.27% | 0.65% | 0.91% | Q2 2017 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cladis Investment Advisory, LLC | 4 | 3 | 0.20% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 7 |
WADDELL & ASSOCIATES, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Personal Capital Advisors Corp | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Calvert Investment Management, Inc. | 7 | 7 | 0.14% | 0.35% | 0.54% | Q2 2015 | Q4 2016 | 7 |
QUALCOMM INC/DE | 7 | 7 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q4 2014 | 7 |
Cornerstone Advisors, LLC | 4 | 1 | 0.07% | 0.18% | 0.50% | Q2 2020 | Q3 2023 | 7 |
LUCAS CAPITAL MANAGEMENT | 6 | 1 | 0.06% | 0.13% | 0.19% | Q2 2014 | Q2 2016 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.09% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Compton Financial Group, LLC | 4 | 1 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.35% | 0.47% | 0.55% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 7 |
Airain ltd | 4 | 1 | 0.02% | 0.40% | 1.06% | Q2 2014 | Q1 2017 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 3 | 0.00% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 7 |
Guinness Atkinson Asset Management Inc | 5 | 2 | 0.06% | 0.29% | 0.44% | Q2 2013 | Q3 2023 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 3.36% | 3.54% | 3.72% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Highmount Capital, LLC | 4 | 1 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q2 2015 | 7 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.02% | 0.55% | 0.85% | Q3 2013 | Q4 2015 | 7 |
SkyOak Wealth, LLC | 4 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Blueprint Investment Partners LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q1 2023 | 7 |
Enterprise Bank & Trust Co | 7 | 7 | 0.41% | 0.52% | 0.58% | Q1 2022 | Q3 2023 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 5 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2021 | 7 |
SlateStone Wealth, LLC | 4 | 3 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 7 |
G&S Capital LLC | 7 | 7 | 0.04% | 0.83% | 2.18% | Q2 2019 | Q4 2020 | 7 |
York Capital Management Global Advisors, LLC | 3 | 2 | 0.67% | 1.20% | 1.88% | Q2 2013 | Q4 2016 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
COTTONWOOD CAPITAL ADVISORS, LLC | 4 | 3 | 0.17% | 0.22% | 0.38% | Q4 2021 | Q3 2023 | 7 |
Bangor Savings Bank | 6 | 1 | 0.02% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 7 |
NEW YORK LIFE TRUST CO | 7 | 7 | 0.19% | 0.52% | 0.81% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
EverPoint Asset Management, LLC | 3 | 1 | 0.04% | 0.18% | 0.27% | Q1 2015 | Q4 2016 | 7 |
Bienville Capital Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q2 2016 | Q4 2017 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Senator Investment Group LP | 7 | 7 | 1.25% | 1.56% | 2.04% | Q2 2013 | Q4 2014 | 7 |
AJO, LP | 7 | 7 | 0.01% | 0.60% | 1.45% | Q1 2019 | Q3 2020 | 7 |
GFS Advisors, LLC | 6 | 1 | 0.09% | 0.15% | 0.47% | Q1 2016 | Q2 2018 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
FARR MILLER & WASHINGTON LLC/DC | 7 | 7 | 1.88% | 3.07% | 3.76% | Q1 2020 | Q3 2021 | 7 |
Onex Canada Asset Management Inc. | 6 | 1 | 0.38% | 0.67% | 0.75% | Q2 2013 | Q4 2020 | 7 |
SADOFF INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q4 2019 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Edge Capital Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 7 |
Golden State Equity Partners | 4 | 3 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 7 |
Force Capital Management LLC | 4 | 3 | 0.62% | 3.01% | 5.16% | Q3 2015 | Q2 2017 | 7 |
Well Done, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q2 2023 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.12% | 0.14% | 0.15% | Q4 2013 | Q2 2015 | 7 |
CHEMUNG CANAL TRUST CO | 5 | 2 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q1 2016 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Mount Lucas Management LP | 5 | 2 | 0.30% | 0.49% | 0.82% | Q3 2019 | Q3 2023 | 7 |
Sanders Capital, LLC | 7 | 7 | 0.16% | 0.23% | 0.27% | Q4 2012 | Q2 2014 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.46% | 0.88% | 1.63% | Q2 2013 | Q4 2014 | 7 |
Numeric Investors LLC | 5 | 1 | 0.01% | 0.15% | 0.54% | Q1 2014 | Q3 2017 | 7 |
Gilman Hill Asset Management, LLC | 6 | 1 | 0.05% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 7 |
Keel Point, LLC | 4 | 1 | 0.02% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 7 |
AMS Capital Ltda | 4 | 2 | 2.08% | 4.79% | 9.79% | Q4 2017 | Q3 2020 | 7 |
INVERNESS COUNSEL LLC /NY/ | 5 | 2 | 0.06% | 0.16% | 0.31% | Q2 2013 | Q4 2019 | 7 |
TCF National Bank | 7 | 7 | 0.12% | 0.13% | 0.14% | Q3 2019 | Q1 2021 | 7 |
Pine River Capital Management L.P. | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.58% | 0.67% | 0.82% | Q2 2022 | Q4 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
Quad-Cities Investment Group, LLC | 6 | 1 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q2 2023 | 7 |
Li Winifred I | 7 | 7 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Warther Private Wealth, LLC | 7 | 7 | 0.21% | 0.37% | 0.54% | Q2 2021 | Q4 2022 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Southeast Asset Advisors Inc. | 7 | 7 | 0.39% | 0.41% | 0.43% | Q2 2013 | Q4 2014 | 7 |
RETIREMENT GUYS FORMULA LLC | 7 | 7 | 0.15% | 0.32% | 0.40% | Q1 2022 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.09% | Q1 2022 | Q4 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2021 | 7 |
D. SCOTT NEAL, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2016 | Q1 2018 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.14% | 0.19% | 0.30% | Q4 2014 | Q2 2016 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.18% | 0.22% | 0.24% | Q1 2022 | Q3 2023 | 7 |
DE BURLO GROUP INC | 7 | 7 | 0.16% | 1.02% | 1.38% | Q2 2013 | Q4 2014 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q1 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
GREATMARK INVESTMENT PARTNERS, INC. | 6 | 1 | 0.04% | 0.10% | 0.12% | Q3 2013 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q4 2014 | 7 |
CGOV Asset Management | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q1 2018 | 7 |
Haverford Financial Services, Inc. | 7 | 7 | 0.88% | 1.23% | 1.84% | Q2 2016 | Q4 2017 | 7 |
ATALANTA SOSNOFF CAPITAL, LLC | 6 | 1 | 0.01% | 0.01% | 0.04% | Q4 2013 | Q2 2017 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Merrion Investment Management Co, LLC | 3 | 1 | 0.00% | 0.16% | 0.21% | Q4 2020 | Q2 2023 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q1 2018 | Q3 2019 | 7 |
TSP Capital Management Group, LLC | 5 | 1 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q2 2015 | 7 |
MARSICO CAPITAL MANAGEMENT LLC | 4 | 3 | 0.05% | 0.32% | 0.97% | Q2 2013 | Q4 2017 | 7 |
Cambridge Financial Group, Inc. | 7 | 7 | 2.74% | 3.06% | 3.40% | Q4 2015 | Q2 2017 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Sunflower Bank, N.A. | 7 | 7 | 0.14% | 0.15% | 0.17% | Q4 2020 | Q2 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HRS Investment Holdings, LLC | 7 | 7 | 0.35% | 0.87% | 1.41% | Q4 2015 | Q2 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.13% | 0.16% | 0.18% | Q2 2013 | Q4 2014 | 7 |
SOUND SHORE MANAGEMENT INC /CT/ | 7 | 7 | 1.96% | 2.57% | 3.54% | Q4 2018 | Q2 2020 | 7 |
Edinburgh Partners | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Monterey Private Wealth, Inc. | 7 | 7 | 0.12% | 0.13% | 0.13% | Q1 2022 | Q3 2023 | 7 |
United Capital Management of KS, Inc. | 7 | 7 | 1.08% | 1.20% | 1.38% | Q1 2022 | Q3 2023 | 7 |
Mawer Investment Management Ltd. | 7 | 7 | 0.23% | 0.50% | 1.06% | Q2 2013 | Q4 2014 | 7 |
INTEGRATED WEALTH COUNSEL, LLC | 5 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.07% | 0.36% | 1.06% | Q4 2019 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.42% | 0.49% | 0.57% | Q3 2021 | Q2 2023 | 7 |
TIVERTON ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.20% | 0.31% | Q1 2018 | Q3 2019 | 7 |
Dakota Wealth Management | 7 | 7 | 0.04% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 7 |
GREENWOOD CAPITAL ASSOCIATES LLC | 7 | 7 | 0.76% | 0.85% | 1.05% | Q2 2013 | Q4 2014 | 7 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.28% | 0.36% | 0.41% | Q2 2022 | Q3 2023 | 6 |
STEADFAST CAPITAL MANAGEMENT LP | 6 | 6 | 0.28% | 1.42% | 2.32% | Q2 2013 | Q3 2014 | 6 |
STEADFAST ADVISORS LP | 6 | 6 | 0.29% | 1.43% | 2.32% | Q2 2013 | Q3 2014 | 6 |
Quinn Opportunity Partners LLC | 6 | 6 | 0.67% | 0.86% | 1.26% | Q1 2017 | Q2 2018 | 6 |
SANBORN KILCOLLIN PARTNERS LLC | 6 | 6 | 2.24% | 2.39% | 2.48% | Q2 2013 | Q3 2014 | 6 |
PDT Partners, LLC | 3 | 1 | 0.11% | 0.57% | 1.22% | Q2 2013 | Q3 2015 | 6 |
SEI TRUST CO | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 6 |
DOLIVER ADVISORS, LP | 6 | 6 | 0.12% | 0.15% | 0.19% | Q2 2020 | Q3 2021 | 6 |
PGIM Custom Harvest LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 6 |
Pomelo Capital LLC | 6 | 6 | 0.07% | 0.92% | 1.55% | Q3 2015 | Q4 2016 | 6 |
DC Investments Management, LLC | 5 | 1 | 0.12% | 0.27% | 0.47% | Q4 2017 | Q2 2020 | 6 |
INVESTMENT HOUSE LLC | 6 | 6 | 0.33% | 0.40% | 0.46% | Q2 2022 | Q3 2023 | 6 |
CAXTON CORP | 6 | 6 | 0.16% | 0.55% | 1.05% | Q4 2020 | Q1 2022 | 6 |
Lebenthal Global Advisors, LLC | 3 | 1 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q1 2023 | 6 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 6 |
CLEARFIELD CAPITAL MANAGEMENT LP | 4 | 4 | 0.38% | 4.03% | 6.82% | Q4 2016 | Q3 2017 | 6 |
DRIVE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.13% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Holowesko Partners Ltd. | 4 | 2 | 1.97% | 4.23% | 6.74% | Q2 2013 | Q4 2018 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.21% | 0.26% | 0.33% | Q2 2013 | Q3 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Gardner Russo & Gardner | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ceredex Value Advisors LLC | 6 | 6 | 0.00% | 0.46% | 1.18% | Q1 2018 | Q2 2019 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.07% | 0.11% | Q1 2022 | Q2 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.20% | 0.27% | 0.35% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 6 |
Arthur Zaske & Associates, LLC | 6 | 6 | 0.24% | 0.31% | 0.38% | Q3 2016 | Q4 2017 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.46% | 0.73% | 1.16% | Q2 2022 | Q3 2023 | 6 |
LOUNTZIS ASSET MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DUALITY ADVISERS, LP | 3 | 1 | 0.11% | 0.33% | 0.50% | Q2 2020 | Q3 2022 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.22% | 0.26% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Asset Allocation & Management Company, LLC | 6 | 6 | 0.29% | 0.34% | 0.40% | Q4 2021 | Q1 2023 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Unigestion Holding SA | 6 | 6 | 0.05% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Sterling Investment Counsel, LLC | 6 | 6 | 0.16% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
NORTHPOINTE CAPITAL LLC | 2 | 1 | 0.01% | 0.58% | 1.57% | Q1 2016 | Q3 2019 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.00% | 0.15% | 0.19% | Q1 2018 | Q2 2023 | 6 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 6 |
SL ADVISORS, LLC | 6 | 6 | 0.10% | 0.24% | 0.67% | Q2 2016 | Q3 2017 | 6 |
Charter Oak Partners Management, L.P. | 6 | 6 | 1.82% | 2.13% | 2.55% | Q2 2013 | Q3 2014 | 6 |
DCM Advisors, LLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q1 2023 | 6 |
Canton Hathaway, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 6 |
NEW SOUTH CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 6 |
Aurora Investment Managers, LLC. | 5 | 1 | 0.25% | 0.36% | 0.60% | Q4 2019 | Q2 2023 | 6 |
COLUMBIA CAPITAL LLC | 5 | 1 | 0.44% | 1.11% | 1.62% | Q2 2013 | Q4 2014 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.12% | 0.25% | 0.63% | Q2 2013 | Q3 2014 | 6 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
AXIOM INVESTORS LLC /DE | 4 | 2 | 0.88% | 1.28% | 1.83% | Q4 2014 | Q1 2017 | 6 |
Hoese & Co LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.33% | 0.48% | Q2 2013 | Q2 2021 | 6 |
VIKING GLOBAL INVESTORS LP | 6 | 6 | 0.85% | 2.16% | 3.35% | Q4 2013 | Q1 2015 | 6 |
Atlas Private Wealth Management | 6 | 6 | 0.07% | 0.10% | 0.11% | Q4 2019 | Q1 2021 | 6 |
Meridian Financial Partners LLC | 4 | 1 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q2 2023 | 6 |
Claro Advisors LLC | 4 | 1 | 0.00% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 6 |
CKW FINANCIAL GROUP | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 6 |
MEITAV INVESTMENT HOUSE LTD | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.03% | 0.09% | 0.14% | Q2 2017 | Q3 2017 | 6 |
Turim 21 Investimentos Ltda. | 6 | 6 | 0.02% | 0.07% | 0.12% | Q3 2017 | Q4 2018 | 6 |
D L CARLSON INVESTMENT GROUP INC | 6 | 6 | 1.23% | 1.41% | 1.52% | Q3 2013 | Q4 2014 | 6 |
Peak Asset Management, LLC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Czech National Bank | 6 | 6 | 0.25% | 0.26% | 0.28% | Q3 2022 | Q4 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.05% | 0.08% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.32% | 0.66% | Q4 2013 | Q4 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 6 |
CGN Advisors LLC | 6 | 6 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Trust Co | 3 | 1 | 0.00% | 0.07% | 0.15% | Q1 2015 | Q4 2022 | 6 |
Lenox Wealth Management, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.65% | 0.70% | 0.82% | Q2 2022 | Q3 2023 | 6 |
TAMRO Capital Partners LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 2 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q1 2018 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Kalos Management, Inc. | 4 | 1 | 0.01% | 0.07% | 0.10% | Q4 2015 | Q1 2023 | 6 |
Buttonwood Financial Advisors Inc. | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Blume Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q3 2022 | 6 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.33% | 0.71% | Q4 2019 | Q2 2023 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 0.30% | 0.36% | 0.39% | Q2 2022 | Q3 2023 | 6 |
CWS Financial Advisors, LLC | 3 | 3 | 0.08% | 0.17% | 0.32% | Q4 2019 | Q3 2023 | 6 |
Dominick & Dominick LLC | 5 | 1 | 0.11% | 0.15% | 0.23% | Q2 2013 | Q4 2014 | 6 |
VELA Investment Management, LLC | 6 | 6 | 0.12% | 0.19% | 0.26% | Q2 2022 | Q3 2023 | 6 |
SPX Gestao de Recursos Ltda | 3 | 3 | 0.58% | 0.97% | 1.98% | Q4 2021 | Q3 2023 | 6 |
GAM SYSTEMATIC LLP | 4 | 2 | 0.09% | 0.19% | 0.32% | Q4 2014 | Q1 2017 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Financial Engines Advisors L.L.C. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.07% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Folger Hill Asset Management LP | 2 | 1 | 0.08% | 0.32% | 0.80% | Q4 2015 | Q1 2018 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.26% | 0.34% | 0.42% | Q4 2020 | Q1 2022 | 6 |
HOME FEDERAL BANK OF TENNESSEE | 3 | 1 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 6 |
FAS Wealth Partners, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Crescent Grove Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q3 2018 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.02% | 0.34% | 0.79% | Q4 2018 | Q2 2022 | 6 |
Pearl River Capital, LLC | 2 | 2 | 0.17% | 0.42% | 0.65% | Q1 2020 | Q4 2022 | 6 |
Franklin, Parlapiano, Turner & Welch, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Newfound Research LLC | 5 | 1 | 0.15% | 0.18% | 0.20% | Q4 2020 | Q3 2022 | 6 |
Power Corp of Canada | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.02% | 0.05% | 0.06% | Q2 2015 | Q3 2016 | 6 |
QUANTUM CAPITAL MANAGEMENT | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q3 2018 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Sabal Trust CO | 4 | 1 | 0.02% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Valueinvest Asset Management S.A. | 6 | 6 | 2.18% | 2.25% | 2.29% | Q4 2016 | Q1 2018 | 6 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 6 |
PICTET BANK & TRUST Ltd | 5 | 1 | 0.11% | 0.56% | 0.79% | Q1 2015 | Q4 2018 | 6 |
Cinctive Capital Management LP | 2 | 2 | 0.11% | 0.30% | 0.56% | Q3 2020 | Q1 2023 | 6 |
J.Safra Asset Management Corp | 3 | 1 | 0.00% | 0.20% | 0.64% | Q4 2015 | Q3 2023 | 6 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.08% | 0.11% | Q2 2020 | Q4 2020 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 6 |
Corsicana & Co. | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Claybrook Capital, LLC | 5 | 1 | 0.00% | 0.10% | 0.50% | Q4 2017 | Q2 2021 | 6 |
CLEARBRIDGE, LLC | 6 | 6 | 0.93% | 1.46% | 2.11% | Q3 2017 | Q4 2018 | 6 |
Sonen Capital LLC | 6 | 6 | 2.36% | 5.88% | 7.57% | Q2 2022 | Q3 2023 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.09% | 0.15% | 0.19% | Q4 2019 | Q3 2021 | 6 |
GLADE BROOK CAPITAL PARTNERS LLC | 4 | 2 | 0.83% | 6.64% | 12.46% | Q2 2013 | Q4 2015 | 6 |
Source Financial Advisors LLC | 4 | 2 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q3 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Destiny Wealth Partners, LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q4 2022 | 6 |
Wunderlich Capital Managemnt | 5 | 1 | 0.91% | 1.01% | 1.10% | Q1 2014 | Q1 2018 | 6 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.29% | 0.49% | Q2 2021 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2016 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.86% | 0.92% | 1.00% | Q3 2015 | Q3 2016 | 5 |
Pantheon Investment Group, LLC | 5 | 5 | 0.21% | 0.26% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2021 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.07% | 0.14% | 0.28% | Q2 2013 | Q2 2014 | 5 |
Passport Capital, LLC | 4 | 1 | 0.05% | 0.63% | 1.92% | Q2 2013 | Q2 2016 | 5 |
Litman Gregory Wealth Management LLC | 4 | 1 | 0.01% | 0.02% | 0.09% | Q4 2018 | Q1 2023 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.05% | 0.16% | 0.28% | Q4 2014 | Q4 2015 | 5 |
Steigerwald, Gordon & Koch Inc. | 4 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 5 |
4Thought Financial Group Inc. | 5 | 5 | 0.27% | 0.29% | 0.31% | Q2 2021 | Q2 2022 | 5 |
Kehrs Ridge Capital,LLC | 2 | 1 | 2.64% | 5.52% | 8.06% | Q4 2019 | Q3 2022 | 5 |
Pure Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
STUDIO INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
New England Research & Management, Inc. | 3 | 2 | 0.29% | 0.34% | 0.36% | Q3 2014 | Q4 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 5 |
Parkwood LLC | 4 | 1 | 0.05% | 0.22% | 0.74% | Q1 2015 | Q2 2016 | 5 |
Herold Advisors, Inc. | 3 | 1 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.01% | 0.13% | 0.31% | Q4 2020 | Q4 2021 | 5 |
Fermata Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.13% | Q2 2021 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
New Potomac Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Benson Investment Management Company, Inc. | 3 | 2 | 1.97% | 2.36% | 2.80% | Q4 2016 | Q3 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2020 | 5 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.04% | 0.58% | 1.47% | Q2 2013 | Q3 2015 | 5 |
Lombard Odier & Cie (Canada), Limited Partnership | 5 | 5 | 0.05% | 0.93% | 2.54% | Q3 2015 | Q3 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.08% | Q3 2021 | Q3 2022 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2021 | 5 |
Invictus RG | 4 | 1 | 0.01% | 0.20% | 0.29% | Q4 2015 | Q1 2018 | 5 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 5 |
Oak Thistle LLC | 3 | 2 | 0.06% | 0.27% | 0.50% | Q4 2021 | Q3 2023 | 5 |
Stonehage Fleming (UK) Ltd | 3 | 2 | 0.07% | 0.07% | 0.09% | Q4 2013 | Q4 2015 | 5 |
BURNS J W & CO INC/NY | 4 | 1 | 0.06% | 0.08% | 0.09% | Q2 2014 | Q2 2021 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 1 | 0.64% | 1.14% | 1.48% | Q2 2018 | Q3 2023 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.13% | 0.19% | 0.38% | Q1 2016 | Q1 2017 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Prudent Man Advisors, LLC | 5 | 5 | 0.37% | 0.65% | 1.14% | Q2 2020 | Q2 2021 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
St. Louis Trust Co | 5 | 5 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q1 2019 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.17% | 0.22% | 0.24% | Q2 2013 | Q2 2014 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stelac Advisory Services LLC | 3 | 2 | 0.04% | 0.06% | 0.06% | Q3 2018 | Q4 2020 | 5 |
Family Management Corp | 2 | 1 | 0.12% | 1.95% | 3.34% | Q2 2013 | Q2 2016 | 5 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.15% | 0.22% | 0.32% | Q3 2017 | Q4 2019 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Cadence Bank | 5 | 5 | 0.07% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
V2 Capital, LLC | 5 | 5 | 2.72% | 2.81% | 2.90% | Q4 2013 | Q4 2014 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.35% | 0.38% | 0.40% | Q2 2015 | Q2 2016 | 5 |
PACES FERRY WEALTH ADVISORS, LLC | 5 | 5 | 0.18% | 0.20% | 0.22% | Q3 2020 | Q3 2021 | 5 |
Coatue Management | 5 | 5 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2020 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Absolute Return Capital, LLC | 5 | 5 | 0.02% | 0.32% | 0.77% | Q4 2013 | Q4 2014 | 5 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 5 | 5 | 1.23% | 1.37% | 1.56% | Q4 2014 | Q4 2015 | 5 |
PLIMOTH TRUST CO LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q1 2019 | 5 |
NICHOLS & PRATT ADVISERS LLP /MA | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2019 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q3 2015 | Q3 2016 | 5 |
JGP Global Gestao de Recursos Ltda. | 3 | 2 | 0.05% | 0.17% | 0.33% | Q2 2016 | Q4 2019 | 5 |
Mondrian Investment Partners LTD | 5 | 5 | 0.00% | 0.94% | 1.24% | Q2 2013 | Q2 2014 | 5 |
BANK PICTET & CIE (ASIA) LTD | 4 | 1 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q3 2023 | 5 |
FRED ALGER MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.47% | 1.08% | 1.32% | Q4 2021 | Q4 2022 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 5 | 5 | 0.26% | 0.34% | 0.44% | Q3 2018 | Q3 2019 | 5 |
Orca Investment Management, LLC | 5 | 5 | 1.24% | 1.44% | 1.68% | Q4 2013 | Q4 2014 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.04% | 0.62% | 1.94% | Q2 2022 | Q3 2023 | 5 |
Meristem Family Wealth, LLC | 4 | 1 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q1 2022 | 5 |
COLUMBUS CIRCLE INVESTORS | 5 | 5 | 0.54% | 0.74% | 0.97% | Q3 2015 | Q3 2016 | 5 |
Axiom Investment Management LLC | 4 | 1 | 0.14% | 0.62% | 0.90% | Q4 2018 | Q3 2022 | 5 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 5 |
Opera Trading Capital | 5 | 5 | 0.06% | 0.11% | 0.24% | Q4 2017 | Q4 2018 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.02% | 0.13% | 0.53% | Q2 2013 | Q2 2014 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q2 2019 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.30% | 0.51% | 0.63% | Q4 2013 | Q4 2014 | 5 |
55I, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 5 |
Kepos Capital LP | 2 | 1 | 0.01% | 0.16% | 0.46% | Q4 2017 | Q3 2023 | 5 |
Point72 Europe (London) LLP | 4 | 1 | 0.29% | 0.94% | 1.84% | Q4 2016 | Q2 2018 | 5 |
SUSQUEHANNA TRUST & INVESTMENT CO | 4 | 1 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q4 2014 | 5 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 5 |
First Washington CORP | 5 | 5 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q2 2014 | 5 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.51% | 1.28% | Q2 2013 | Q4 2014 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 1.36% | 1.45% | 1.55% | Q3 2022 | Q3 2023 | 5 |
Athanor Capital, LP | 3 | 2 | 0.01% | 0.21% | 0.55% | Q3 2019 | Q1 2021 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q1 2019 | Q1 2020 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.22% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
West Coast Asset Management | 3 | 2 | 4.99% | 5.56% | 6.28% | Q2 2013 | Q3 2014 | 5 |
Wilson, Kemp & Associates, Inc. | 5 | 5 | 0.62% | 0.77% | 1.03% | Q2 2013 | Q2 2014 | 5 |
Menard Financial Group LLC | 4 | 1 | 0.25% | 0.33% | 0.48% | Q4 2019 | Q1 2021 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.10% | 0.17% | 0.21% | Q2 2013 | Q2 2014 | 5 |
Sterneck Capital Management, LLC | 3 | 2 | 0.23% | 1.06% | 1.68% | Q3 2013 | Q4 2017 | 5 |
Alpha DNA Investment Management LLC | 5 | 5 | 0.61% | 0.82% | 1.16% | Q3 2022 | Q3 2023 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.17% | 0.29% | 0.40% | Q3 2020 | Q1 2022 | 5 |
Goelzer Investment Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Curi Wealth Management, LLC | 3 | 1 | 0.02% | 0.77% | 2.33% | Q4 2020 | Q4 2022 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.11% | 0.21% | 0.53% | Q3 2015 | Q2 2017 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q2 2014 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.16% | 0.36% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q4 2018 | 5 |
Heartland Bank & Trust Co | 3 | 2 | 0.51% | 0.61% | 0.79% | Q4 2020 | Q3 2023 | 5 |
Steward Financial Group LLC | 4 | 1 | 0.00% | 0.06% | 0.19% | Q4 2021 | Q2 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Miramar Capital, LLC | 5 | 5 | 1.55% | 2.45% | 3.09% | Q4 2019 | Q4 2020 | 5 |
Peregrine Asset Advisers, Inc. | 5 | 5 | 0.11% | 0.19% | 0.32% | Q2 2019 | Q2 2020 | 5 |
Sloane Robinson LLP | 5 | 5 | 0.12% | 0.20% | 0.45% | Q4 2018 | Q4 2019 | 5 |
Argentus Capital Management, LLC | 3 | 2 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2016 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.00% | 0.20% | 0.64% | Q2 2020 | Q3 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.10% | 0.20% | 0.43% | Q4 2016 | Q4 2017 | 5 |
Prosperity Consulting Group, LLC | 5 | 5 | 0.23% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Orion Capital Management LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.04% | 0.14% | Q4 2017 | Q1 2023 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 5 | 5 | 0.04% | 3.78% | 5.50% | Q4 2015 | Q4 2016 | 5 |
Rainier Group Investment Advisory LLC | 3 | 1 | 0.08% | 0.11% | 0.14% | Q4 2016 | Q3 2020 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.05% | 0.15% | Q3 2022 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q4 2023 | 5 |
HS Management Partners, LLC | 5 | 5 | 3.53% | 4.77% | 5.79% | Q3 2022 | Q3 2023 | 5 |
Rempart Asset Management Inc. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.15% | 1.58% | 1.89% | Q3 2022 | Q3 2023 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.08% | 0.21% | Q4 2021 | Q4 2022 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
KMS FINANCIAL SERVICES, INC | 4 | 1 | 0.18% | 0.23% | 0.25% | Q2 2013 | Q3 2014 | 5 |
Sentry Investments Corp. | 4 | 1 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q4 2016 | 5 |
Wilkinson Global Asset Management LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 5 |
Jupiter Investment Management Ltd | 3 | 2 | 0.11% | 0.51% | 0.68% | Q1 2016 | Q2 2020 | 5 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.00% | 0.36% | 1.03% | Q2 2014 | Q3 2021 | 5 |
Canvas Wealth Advisors, LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 5 |
CCG WEALTH MANAGEMENT, LLC | 4 | 1 | 0.13% | 0.15% | 0.17% | Q4 2019 | Q4 2022 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 5 | 0.45% | 0.57% | 0.62% | Q3 2018 | Q3 2019 | 5 |
Cynosure Group, LLC | 4 | 1 | 0.23% | 0.26% | 0.37% | Q2 2019 | Q2 2022 | 5 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.22% | 0.40% | Q2 2021 | Q3 2023 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q2 2017 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.04% | 0.27% | 0.50% | Q4 2021 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Enlightenment Research, LLC | 1 | 1 | 0.33% | 0.87% | 1.82% | Q4 2018 | Q3 2022 | 5 |
BANKERS TRUST CO | 5 | 5 | 0.51% | 0.54% | 0.56% | Q2 2013 | Q2 2014 | 5 |
First County Bank /CT/ | 4 | 4 | 0.29% | 0.32% | 0.33% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
MANAGED ASSET PORTFOLIOS, LLC | 4 | 4 | 0.72% | 0.82% | 0.90% | Q4 2013 | Q3 2014 | 4 |
Lighthouse Investment Partners, LLC | 4 | 4 | 0.59% | 0.98% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Van Hulzen Asset Management, LLC | 3 | 1 | 0.06% | 0.74% | 1.05% | Q3 2016 | Q3 2023 | 4 |
Heartwood Wealth Management Ltd | 4 | 4 | 0.77% | 0.99% | 1.21% | Q4 2015 | Q3 2016 | 4 |
Pegasus Partners Ltd. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PEDDOCK CAPITAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2020 | 4 |
Surevest, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Ilmarinen Mutual Pension Insurance Co | 2 | 1 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q4 2022 | 4 |
SECOR Capital Advisors, LP | 1 | 1 | 0.02% | 0.14% | 0.25% | Q4 2014 | Q4 2016 | 4 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.12% | 0.16% | 0.20% | Q1 2018 | Q2 2020 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 0.23% | 0.24% | 0.28% | Q1 2013 | Q4 2013 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 0.29% | 0.70% | 1.81% | Q1 2019 | Q2 2021 | 4 |
Morningstar Investment Management LLC | 4 | 4 | 0.07% | 0.16% | 0.25% | Q4 2022 | Q3 2023 | 4 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.00% | 0.12% | 0.46% | Q3 2016 | Q3 2021 | 4 |
L2 Asset Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.47% | 0.51% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Baring International Investment Ltd | 4 | 4 | 0.10% | 0.58% | 0.77% | Q2 2013 | Q1 2014 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2023 | 4 |
Stone Toro Investment Advisers, LP | 4 | 4 | 0.18% | 0.35% | 0.50% | Q2 2013 | Q1 2014 | 4 |
PagnatoKarp Partners LLC | 4 | 4 | 0.06% | 0.23% | 0.35% | Q1 2019 | Q4 2019 | 4 |
BBT Capital Management, LLC | 3 | 1 | 0.03% | 0.12% | 0.19% | Q2 2013 | Q1 2015 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Stamos Capital Partners, L.P. | 4 | 4 | 0.66% | 0.75% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Gladius Capital Management LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q3 2018 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.54% | 0.62% | 0.77% | Q2 2021 | Q1 2022 | 4 |
FLC Capital Advisors | 3 | 1 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q4 2021 | 4 |
GQ Asset Management, LLC | 4 | 4 | 0.13% | 0.19% | 0.27% | Q1 2019 | Q4 2019 | 4 |
Fluent Financial, LLC | 4 | 4 | 0.60% | 0.73% | 0.98% | Q4 2019 | Q3 2020 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2010 | Q3 2023 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Monument Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
FIDUCIENT ADVISORS LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 4 |
XR Securities LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 4 |
FDO Partners, LLC | 3 | 1 | 0.36% | 0.54% | 0.80% | Q4 2015 | Q1 2017 | 4 |
Lombard Odier Transatlantic Ltd | 4 | 4 | 0.52% | 1.41% | 2.22% | Q4 2015 | Q3 2016 | 4 |
Wills Financial Group, Inc. | 4 | 4 | 0.20% | 0.21% | 0.22% | Q3 2015 | Q2 2016 | 4 |
Keeler Thomas Management LLC | 4 | 4 | 0.15% | 1.39% | 2.02% | Q2 2022 | Q1 2023 | 4 |
Poehling Capital Management, INC. | 4 | 4 | 0.50% | 0.55% | 0.61% | Q4 2017 | Q3 2018 | 4 |
Global Endowment Management, LP | 2 | 2 | 0.48% | 0.68% | 0.86% | Q3 2017 | Q3 2018 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.08% | 0.25% | 0.42% | Q2 2021 | Q2 2022 | 4 |
DW Partners, LP | 3 | 3 | 0.02% | 0.21% | 0.66% | Q1 2014 | Q3 2014 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.17% | 0.23% | 0.36% | Q4 2022 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2019 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.22% | 0.26% | 0.29% | Q4 2020 | Q3 2023 | 4 |
Arabesque Asset Management Ltd | 3 | 1 | 0.48% | 0.96% | 1.30% | Q3 2021 | Q4 2022 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 0.29% | 0.32% | 0.36% | Q1 2017 | Q4 2017 | 4 |
Lubar & Co., Inc | 4 | 4 | 0.11% | 0.21% | 0.28% | Q2 2013 | Q1 2014 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q2 2018 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Advisor OS, LLC | 2 | 2 | 0.03% | 0.12% | 0.28% | Q2 2020 | Q3 2023 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Valiant Capital Management, L.P. | 4 | 4 | 2.93% | 3.70% | 4.87% | Q3 2013 | Q2 2014 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q1 2014 | 4 |
Indices-Pac Research Corp. | 4 | 4 | 0.16% | 0.22% | 0.29% | Q2 2013 | Q1 2014 | 4 |
Rothschild & Co Wealth Management UK Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
HOURGLASS CAPITAL, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q2 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
ASPIRIANT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 4 |
Belmont Capital, LLC | 4 | 4 | 0.09% | 0.16% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Kathmere Capital Management, LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.30% | 0.34% | 0.43% | Q1 2023 | Q4 2023 | 4 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.06% | 0.19% | 0.32% | Q2 2013 | Q3 2014 | 4 |
Soltis Investment Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
J. Goldman & Co LP | 2 | 1 | 1.21% | 2.19% | 2.78% | Q2 2013 | Q3 2020 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
VALINOR MANAGEMENT, L.P. | 4 | 4 | 0.92% | 1.39% | 1.73% | Q2 2013 | Q1 2014 | 4 |
Truadvice, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q2 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.32% | 0.40% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.04% | 0.17% | Q3 2021 | Q1 2023 | 4 |
PRIVATE ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q2 2017 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.20% | 0.24% | 0.29% | Q4 2020 | Q3 2021 | 4 |
qPULA Trading Management LP | 4 | 4 | 0.40% | 0.64% | 1.05% | Q1 2021 | Q4 2021 | 4 |
NATIONAL INVESTMENT SERVICES INC /WI | 4 | 4 | 1.40% | 1.57% | 1.77% | Q2 2013 | Q1 2014 | 4 |
TCG Advisory Services, LLC | 3 | 1 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
ADE, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Sovereign Financial Group, Inc. | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Thrive Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.12% | 0.25% | 0.49% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.53% | 0.54% | 0.55% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q2 2022 | 4 |
Riverwater Partners LLC | 2 | 1 | 0.18% | 0.23% | 0.32% | Q4 2021 | Q1 2023 | 4 |
Independent Wealth Network Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Knott David M Jr | 2 | 2 | 0.28% | 1.56% | 5.29% | Q4 2021 | Q4 2022 | 4 |
READYSTATE ASSET MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 4 |
Kolinsky Wealth Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.16% | 0.29% | 0.47% | Q4 2022 | Q3 2023 | 4 |
RESOLUTE FINANCIAL, LLC | 3 | 1 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q4 2022 | 4 |
WEST MICHIGAN ADVISORS, LLC | 4 | 4 | 0.15% | 0.25% | 0.37% | Q4 2022 | Q3 2023 | 4 |
CARDIFF PARK ADVISORS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Corton Capital Inc. | 2 | 2 | 0.10% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
AlphaCentric Advisors LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Comprehensive Financial Consultants Institutional, Inc. | 3 | 1 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 4 |
iSAM Funds (UK) Ltd | 4 | 4 | 0.28% | 1.11% | 1.97% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 1.14% | 1.23% | 1.33% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.11% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hook Mill Capital Partners, LP | 4 | 4 | 3.16% | 4.37% | 6.56% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.24% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Axim Planning & Wealth | 4 | 4 | 0.27% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Fee-Only Financial Planning, L.C. | 4 | 4 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 0.25% | 1.91% | 6.77% | Q3 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 2.91% | 3.08% | 3.20% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.08% | 0.13% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.34% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.06% | 0.13% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Templeton & Phillips Capital Management, LLC | 4 | 4 | 3.14% | 3.19% | 3.33% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.14% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.49% | 0.52% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.46% | 0.66% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.56% | 0.58% | 0.60% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.29% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Kennon-Green & Company, LLC | 4 | 4 | 2.74% | 2.79% | 2.85% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.46% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.26% | 0.32% | 0.46% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.70% | 0.78% | 0.87% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.32% | 0.48% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.45% | 0.49% | 0.53% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.05% | 0.07% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.21% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 2.55% | 2.75% | 3.06% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 1.01% | 1.05% | 1.09% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.16% | 0.37% | 0.59% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.28% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q1 2023 | Q4 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 0.22% | 0.29% | 0.44% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.16% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Marble Harbor Investment Counsel, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Crow Point Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 4 |
Valmark Advisers, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.31% | 0.34% | 0.36% | Q2 2013 | Q1 2014 | 4 |
Weiss Asset Management LP | 2 | 1 | 0.10% | 0.20% | 0.37% | Q2 2021 | Q2 2023 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2017 | Q3 2018 | 4 |
Geller Advisors LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
HORIZON BANCORP INC /IN/ | 2 | 1 | 0.02% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Scott & Selber, Inc. | 4 | 4 | 0.28% | 0.83% | 1.17% | Q1 2020 | Q4 2020 | 4 |
First National Bank of Hutchinson | 4 | 4 | 0.11% | 0.12% | 0.14% | Q2 2019 | Q1 2020 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2018 | 4 |
COHEN & STEERS, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
OTTER CREEK MANAGEMENT INC | 4 | 4 | 0.66% | 1.13% | 2.13% | Q4 2014 | Q3 2015 | 4 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.04% | 0.25% | 0.73% | Q3 2020 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.64% | 0.66% | 0.70% | Q4 2022 | Q3 2023 | 4 |
PDS Planning, Inc | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.30% | 0.30% | 0.31% | Q1 2021 | Q4 2021 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.23% | 0.24% | 0.25% | Q2 2013 | Q1 2014 | 4 |
Gruss Capital Management LP | 2 | 2 | 0.48% | 1.07% | 1.48% | Q4 2014 | Q1 2015 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
TOWER TRUST Co | 4 | 4 | 0.14% | 0.17% | 0.19% | Q2 2013 | Q1 2014 | 4 |
Weitz Investment Management | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 4 |
CHICAGO EQUITY PARTNERS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2023 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 4 | 0.38% | 0.46% | 0.51% | Q2 2013 | Q1 2014 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
CFO4Life, L.P. | 4 | 4 | 0.18% | 0.23% | 0.27% | Q1 2015 | Q4 2015 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q3 2015 | 4 |
Valentine Capital Asset Management, Inc. | 2 | 2 | 0.12% | 0.37% | 0.64% | Q4 2012 | Q4 2015 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
DSC Advisors, L.P. | 3 | 3 | 0.14% | 0.27% | 0.40% | Q1 2022 | Q3 2022 | 3 |
Hamilton Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.24% | 0.32% | 0.39% | Q4 2020 | Q4 2021 | 3 |
Belmont Global Advisors, Inc. | 3 | 3 | 0.68% | 0.87% | 1.07% | Q2 2015 | Q4 2015 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.06% | 0.19% | 0.45% | Q4 2017 | Q1 2019 | 3 |
Smith Affiliated Capital Corp. | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2012 | Q2 2013 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 0.20% | 0.23% | 0.26% | Q4 2019 | Q2 2020 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q3 2023 | 3 |
MARTIN CURRIE LTD | 3 | 3 | 0.77% | 0.81% | 0.83% | Q2 2013 | Q4 2013 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 3 |
HighTower Trust Company, N.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.01% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Versor Investments LP | 2 | 1 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 3 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.44% | 0.63% | 0.90% | Q1 2017 | Q2 2017 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 1.29% | 1.38% | 1.52% | Q4 2015 | Q2 2016 | 3 |
Man Investments Ltd | 2 | 1 | 0.36% | 0.36% | 0.37% | Q2 2013 | Q2 2014 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Parkside Investments, LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q3 2017 | Q1 2018 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.09% | 0.10% | 0.11% | Q4 2015 | Q3 2016 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
FIDUCIARY ASSET MANAGEMENT LLC | 3 | 3 | 1.76% | 1.92% | 2.21% | Q2 2013 | Q4 2013 | 3 |
Delphia (USA) Inc. | 2 | 1 | 0.31% | 0.32% | 0.32% | Q2 2022 | Q2 2023 | 3 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2022 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 3 | 0.70% | 0.82% | 0.96% | Q4 2015 | Q2 2016 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
IAM Advisory, LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q2 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Compass Ion Advisors, LLC | 3 | 3 | 0.13% | 0.16% | 0.21% | Q3 2020 | Q1 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.07% | 0.20% | 0.26% | Q3 2022 | Q1 2023 | 3 |
Progeny 3, Inc. | 3 | 3 | 0.70% | 1.01% | 1.30% | Q2 2013 | Q4 2013 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.08% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.16% | 0.23% | 0.34% | Q1 2022 | Q2 2023 | 3 |
Crabel Capital Management, LLC | 3 | 3 | 0.23% | 0.26% | 0.31% | Q1 2019 | Q3 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 3 |
Foundation Wealth Management, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q3 2023 | 3 |
GraniteShares Advisors LLC | 3 | 3 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 2 | 1 | 1.52% | 2.78% | 4.17% | Q2 2022 | Q3 2023 | 3 |
iAB Financial Bank | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2016 | Q2 2017 | 3 |
TIGER MANAGEMENT L.L.C. | 3 | 3 | 0.16% | 0.23% | 0.33% | Q4 2017 | Q2 2018 | 3 |
Your Advocates Ltd., LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
GW HENSSLER & ASSOCIATES LTD | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q1 2014 | 3 |
Baader Bank Aktiengesellschaft | 2 | 2 | 0.02% | 0.05% | 0.11% | Q2 2022 | Q3 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
CONTINENTAL GRAIN CO | 3 | 3 | 0.84% | 1.03% | 1.14% | Q2 2020 | Q4 2020 | 3 |
Alambic Investment Management, L.P. | 1 | 1 | 0.11% | 0.41% | 0.56% | Q1 2016 | Q2 2020 | 3 |
Atlas Brown,Inc. | 2 | 1 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q2 2023 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
GVO Asset Management Ltd | 2 | 1 | 0.00% | 0.09% | 0.13% | Q3 2016 | Q2 2021 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
YCG, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.32% | 0.38% | 0.48% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.55% | 0.62% | 0.75% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 3 | 3 | 0.83% | 0.93% | 1.04% | Q1 2016 | Q3 2016 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.37% | 0.42% | 0.44% | Q1 2018 | Q3 2018 | 3 |
Palestra Capital Management LLC | 2 | 1 | 2.59% | 3.71% | 4.52% | Q2 2013 | Q4 2016 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.17% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Symmetry Investments LP | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.44% | 0.47% | 0.50% | Q4 2021 | Q2 2022 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.52% | 0.53% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
CLARK ESTATES INC/NY | 3 | 3 | 1.87% | 1.92% | 1.96% | Q2 2013 | Q4 2013 | 3 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q1 2023 | 3 |
Spartan Planning & Wealth Management | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 3 |
Riverview Trust Co | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
JANA PARTNERS LLC | 1 | 1 | 0.06% | 1.56% | 2.54% | Q4 2013 | Q3 2016 | 3 |
Latitude Advisors, LLC | 2 | 1 | 0.07% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Elk River Wealth Management, LLC | 3 | 3 | 0.68% | 0.70% | 0.72% | Q4 2020 | Q2 2021 | 3 |
Relative Value Partners Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q1 2021 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 1.36% | 2.02% | 3.09% | Q1 2023 | Q3 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.11% | 0.31% | 0.48% | Q2 2016 | Q1 2017 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Goodwin Investment Advisory | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2 | 1 | 0.17% | 0.20% | 0.24% | Q2 2013 | Q1 2014 | 3 |
COWA, LLC | 2 | 1 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2022 | 3 |
MOODY ALDRICH PARTNERS LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q1 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 3 |
Hartford Funds Management Co LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
WAYCROSS PARTNERS, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q2 2015 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WHALEROCK POINT PARTNERS, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.15% | 0.43% | Q1 2021 | Q4 2022 | 3 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 3.58% | 3.71% | 3.83% | Q2 2013 | Q4 2013 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Cedar Brook Financial Partners, LLC | 2 | 1 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q2 2023 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Counsel, Inc | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q2 2014 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Semmax Financial Advisors Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 3 |
Goldstream Capital Management Ltd | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Optas, LLC | 1 | 1 | 0.06% | 0.14% | 0.28% | Q4 2019 | Q1 2023 | 3 |
GRIMES & COMPANY, INC. | 2 | 1 | 0.05% | 0.08% | 0.10% | Q2 2014 | Q1 2015 | 3 |
Corvid Peak Capital Management, LLC | 3 | 3 | 2.58% | 3.40% | 4.02% | Q4 2016 | Q2 2017 | 3 |
GLENHILL ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 3 |
LMCG INVESTMENTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 3 |
MONETTA FINANCIAL SERVICES INC | 3 | 3 | 0.33% | 0.35% | 0.37% | Q2 2015 | Q4 2015 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 1.30% | 1.37% | 1.48% | Q1 2019 | Q3 2019 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Stillwater Investment Management, L.P. | 2 | 1 | 2.78% | 3.85% | 4.91% | Q1 2016 | Q4 2016 | 3 |
JSF Financial, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
GLG INC. | 3 | 3 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q4 2013 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.29% | 0.30% | 0.31% | Q1 2022 | Q3 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q3 2022 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Leucadia National | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q1 2017 | 3 |
PRIVATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.07% | 0.14% | Q4 2014 | Q3 2023 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q4 2023 | 3 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.28% | 0.32% | 0.34% | Q2 2013 | Q4 2013 | 3 |
Biltmore Wealth Management, LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q2 2020 | Q4 2020 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.11% | 0.15% | 0.20% | Q2 2016 | Q1 2017 | 3 |
Towerpoint Wealth, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 0.93% | 1.71% | 2.82% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q2 2017 | 3 |
626 Financial, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 2.27% | 2.43% | 2.68% | Q1 2023 | Q3 2023 | 3 |
Americana Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
F3Logic, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 1 | 0.01% | 0.60% | 0.91% | Q2 2021 | Q1 2023 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.25% | 0.30% | 0.33% | Q1 2016 | Q3 2016 | 3 |
Ninepoint Partners LP | 1 | 1 | 0.07% | 0.14% | 0.18% | Q3 2019 | Q1 2023 | 3 |
TRB Advisors LP | 3 | 3 | 1.06% | 1.91% | 2.38% | Q4 2016 | Q2 2017 | 3 |
Breakwater Capital Group | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2015 | Q3 2015 | 3 |
KSA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.37% | 0.46% | 0.53% | Q2 2013 | Q4 2013 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.38% | 0.58% | 0.84% | Q1 2022 | Q3 2023 | 3 |
CBIZ Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.22% | 0.33% | 0.51% | Q2 2017 | Q4 2018 | 3 |
EMERGING SOVEREIGN GROUP LLC | 2 | 1 | 2.76% | 4.16% | 5.54% | Q2 2013 | Q2 2016 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
DOVER ADVISORS, LLC | 2 | 1 | 1.10% | 1.15% | 1.22% | Q4 2022 | Q3 2023 | 3 |
BLUESTEIN R H & CO LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q4 2014 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
FSC Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Heartwood Wealth Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
McGlone Suttner Wealth Management, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3 | 3 | 3.04% | 3.07% | 3.10% | Q4 2017 | Q2 2018 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
OAK HILL WEALTH ADVISORS, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Elgethun Capital Management | 2 | 1 | 0.06% | 0.08% | 0.11% | Q4 2016 | Q3 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.12% | 0.33% | Q4 2016 | Q4 2016 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BAR HARBOR TRUST SERVICES | 2 | 1 | 0.00% | 0.09% | 0.16% | Q4 2019 | Q2 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.01% | 0.13% | 0.19% | Q3 2020 | Q3 2022 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.01% | 0.10% | 0.17% | Q1 2019 | Q3 2019 | 3 |
Thor Advisors, LLC | 1 | 1 | 0.39% | 0.67% | 1.05% | Q1 2019 | Q1 2020 | 3 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 3 | 3 | 1.18% | 1.33% | 1.52% | Q3 2014 | Q1 2015 | 3 |
Good Harbor Financial, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q3 2019 | 3 |
BlueCrest Capital Management LLP | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q1 2014 | 3 |
Blue Rock Advisors, LLC | 3 | 3 | 1.25% | 2.05% | 2.94% | Q1 2017 | Q3 2017 | 3 |
Altrius Capital Management Inc | 2 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Rotella Capital Management, Inc. | 1 | 1 | 0.14% | 0.25% | 0.37% | Q1 2014 | Q3 2015 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 1.10% | 1.18% | 1.24% | Q4 2013 | Q2 2014 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q2 2018 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
LANSDOWNE PARTNERS (UK) LLP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.08% | 0.08% | 0.10% | Q3 2013 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
GQG Partners LLC | 2 | 1 | 0.00% | 0.13% | 0.37% | Q4 2018 | Q1 2022 | 3 |
TRUSTCO BANK CORP N Y | 3 | 3 | 0.23% | 0.25% | 0.28% | Q2 2013 | Q4 2013 | 3 |
Sompo Asset Management Co., Ltd. | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q4 2018 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.16% | 0.69% | 1.29% | Q2 2014 | Q3 2023 | 3 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.28% | 1.12% | 2.42% | Q4 2014 | Q3 2019 | 3 |
Veritas Investment Management LLP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Wayfinding Financial, LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
JCIC Asset Management Inc. | 2 | 1 | 0.00% | 0.24% | 0.36% | Q2 2013 | Q4 2020 | 3 |
Vantage Investment Partners, LLC | 3 | 3 | 0.32% | 0.43% | 0.54% | Q1 2017 | Q3 2017 | 3 |
Legacy Private Trust Co. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
ARS Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
TITLEIST CAPITAL, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.14% | 0.25% | 0.39% | Q2 2017 | Q2 2020 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.61% | 0.67% | 0.73% | Q3 2015 | Q4 2015 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
First Pacific Advisors, LP | 2 | 2 | 1.60% | 1.64% | 1.69% | Q2 2018 | Q3 2018 | 2 |
SAROFIM FAYEZ | 1 | 1 | 1.29% | 1.37% | 1.46% | Q4 2012 | Q3 2013 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
MARIANAS FUND MANAGEMENT LLC | 1 | 1 | 1.72% | 2.43% | 3.14% | Q3 2015 | Q1 2016 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.42% | 0.55% | 0.68% | Q4 2022 | Q1 2023 | 2 |
BancFirst Trust & Investment Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q2 2022 | 2 |
INVESTORS TRUST INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
SYNTAX ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2023 | 2 |
Jabre Capital Partners S.A. | 2 | 2 | 0.90% | 1.31% | 1.72% | Q1 2016 | Q2 2016 | 2 |
Geduld E E | 1 | 1 | 0.24% | 0.26% | 0.28% | Q1 2015 | Q1 2016 | 2 |
AXIAL CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.82% | 3.00% | 3.18% | Q2 2013 | Q3 2013 | 2 |
Locust Wood Capital Advisers | 1 | 1 | 1.44% | 1.47% | 1.50% | Q3 2015 | Q2 2016 | 2 |
Nokota Management, LP | 2 | 2 | 0.39% | 0.43% | 0.48% | Q1 2017 | Q2 2017 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.48% | 0.50% | 0.52% | Q4 2022 | Q1 2023 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q1 2020 | Q2 2020 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2013 | Q3 2013 | 2 |
Nebula Research & Development LLC | 1 | 1 | 0.23% | 0.40% | 0.57% | Q1 2023 | Q3 2023 | 2 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.01% | 0.12% | 0.22% | Q4 2015 | Q4 2015 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Walter Public Investments Inc. | 2 | 2 | 1.83% | 2.55% | 3.27% | Q1 2022 | Q2 2022 | 2 |
Stux Capital Management, LLC | 1 | 1 | 0.08% | 0.42% | 0.76% | Q2 2013 | Q2 2014 | 2 |
Affiance Financial, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2019 | Q4 2022 | 2 |
Trust CO of the Ozarks | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 2 | 0.32% | 0.38% | 0.45% | Q3 2015 | Q4 2015 | 2 |
Newport Capital Group, LLC | 1 | 1 | 0.15% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
DISCIPLINED GROWTH INVESTORS INC /MN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Quotient Investors, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2017 | Q3 2017 | 2 |
Centenus Global Management, LP | 2 | 2 | 0.71% | 0.76% | 0.82% | Q2 2019 | Q3 2019 | 2 |
Intersect Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Kimelman & Baird, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q2 2016 | 2 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 2 |
FARMERS TRUST CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q4 2015 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.24% | 0.26% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2020 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.53% | 0.77% | 1.02% | Q2 2013 | Q3 2013 | 2 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 2 |
Dundas Partners LLP | 2 | 2 | 1.56% | 1.62% | 1.69% | Q1 2018 | Q2 2018 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 1.21% | 1.24% | 1.26% | Q2 2019 | Q3 2019 | 2 |
Tributary Capital Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2019 | Q3 2019 | 2 |
PARA ADVISORS LLC | 1 | 1 | 2.81% | 3.09% | 3.38% | Q3 2013 | Q3 2015 | 2 |
XTX MARKETS LLC | 2 | 2 | 1.25% | 1.41% | 1.58% | Q4 2019 | Q1 2020 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 0.05% | 0.64% | 1.23% | Q2 2018 | Q2 2023 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.19% | 0.47% | 0.75% | Q4 2019 | Q2 2020 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
MCIA Inc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q3 2013 | 2 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
Caption Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.25% | 0.27% | 0.29% | Q4 2018 | Q2 2019 | 2 |
COASTLAND CAPITAL LLC | 1 | 1 | 1.01% | 1.12% | 1.23% | Q2 2013 | Q3 2014 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
EDGE ASSET MANAGEMENT, INC | 2 | 2 | 0.15% | 0.23% | 0.31% | Q2 2013 | Q3 2013 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Wolff Financial Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Winton Capital Management Ltd | 2 | 2 | 0.16% | 0.25% | 0.33% | Q4 2013 | Q1 2014 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 1.00% | 1.67% | 2.33% | Q3 2015 | Q1 2018 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
WealthStone, Inc. | 1 | 1 | 0.08% | 0.48% | 0.88% | Q2 2019 | Q1 2021 | 2 |
BEACON FINANCIAL GROUP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Everhart Financial Group, Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2022 | 2 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.22% | 0.41% | 0.60% | Q2 2014 | Q3 2014 | 2 |
Antipodean Advisors LLC | 1 | 1 | 0.97% | 1.23% | 1.49% | Q4 2013 | Q2 2014 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
BANCED CORP | 2 | 2 | 0.36% | 0.36% | 0.37% | Q2 2013 | Q3 2013 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 2 |
Zions Trust, National Association | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2014 | 2 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2022 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
True Capital Management | 2 | 2 | 0.24% | 0.26% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Ethos Financial Group, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.06% | 0.13% | Q3 2018 | Q1 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.55% | 0.62% | 0.69% | Q3 2022 | Q4 2022 | 2 |
SCHOLTZ & COMPANY, LLC | 2 | 2 | 0.20% | 0.51% | 0.82% | Q1 2014 | Q2 2014 | 2 |
DSM CAPITAL PARTNERS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Twelve Points Wealth Management LLC | 1 | 1 | 0.15% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 1.85% | 2.95% | 4.06% | Q2 2014 | Q3 2015 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.44% | 0.44% | 0.45% | Q2 2013 | Q3 2013 | 2 |
BKS ADVISORS, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2016 | Q3 2018 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.16% | 0.89% | 1.61% | Q4 2017 | Q1 2018 | 2 |
Robinson Value Management, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2021 | Q3 2021 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
ALLIED IRISH BANKS PLC | 2 | 2 | 4.68% | 5.09% | 5.50% | Q2 2013 | Q3 2013 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.10% | 0.19% | Q1 2017 | Q3 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.12% | 0.22% | Q4 2016 | Q1 2019 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Woodline Partners LP | 1 | 1 | 0.05% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 2 |
Narwhal Capital Management | 2 | 2 | 0.43% | 0.44% | 0.46% | Q2 2013 | Q3 2013 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.42% | 0.60% | 0.78% | Q1 2017 | Q1 2017 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.21% | 0.42% | Q1 2022 | Q1 2022 | 2 |
CALDWELL & ORKIN INC | 2 | 2 | 1.41% | 1.44% | 1.48% | Q3 2015 | Q4 2015 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2018 | Q1 2019 | 2 |
Western Asset Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
JT Stratford LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 2 |
Sante Capital Fund, LP | 2 | 2 | 1.44% | 2.16% | 2.87% | Q2 2022 | Q3 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.64% | 0.69% | 0.74% | Q3 2022 | Q4 2022 | 2 |
Pacific Grove Capital LP | 2 | 2 | 0.76% | 0.91% | 1.07% | Q4 2016 | Q1 2017 | 2 |
TCG Advisors, LP | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2019 | Q2 2019 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2012 | Q4 2012 | 2 |
Pinz Capital Management, LP | 2 | 2 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q1 2020 | 2 |
BTG Pactual Asset Management S.A. DTVM | 2 | 2 | 3.15% | 4.40% | 5.65% | Q3 2015 | Q4 2015 | 2 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
SELECT EQUITY GROUP INC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 2 | 2 | 1.13% | 1.36% | 1.60% | Q2 2013 | Q3 2013 | 2 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q3 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q1 2015 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.16% | 0.24% | 0.32% | Q3 2015 | Q4 2015 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Teton Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.31% | 0.32% | 0.34% | Q2 2016 | Q3 2016 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q2 2015 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Grisanti Capital Management LLC | 2 | 2 | 3.42% | 3.56% | 3.70% | Q4 2017 | Q1 2018 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q1 2016 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 1.49% | 1.50% | 1.52% | Q2 2020 | Q3 2020 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q2 2013 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2018 | Q1 2019 | 2 |
SENTINEL ASSET MANAGEMENT, INC. | 2 | 2 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q3 2013 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.03% | 0.08% | 0.13% | Q4 2014 | Q1 2019 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Beach Investment Management, LLC. | 2 | 2 | 0.61% | 0.62% | 0.62% | Q2 2013 | Q3 2013 | 2 |
Obsidian Personal Planning Solutions LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2023 | Q2 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Planning Solutions Group LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2019 | Q2 2019 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 0.14% | 0.38% | 0.62% | Q2 2013 | Q3 2013 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.17% | 0.24% | 0.31% | Q4 2022 | Q1 2023 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.70% | 0.73% | 0.75% | Q3 2020 | Q4 2020 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Scoria Capital Partners LP | 2 | 2 | 0.09% | 0.25% | 0.41% | Q3 2015 | Q4 2015 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.09% | 0.13% | Q1 2015 | Q4 2021 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Davis Capital Management | 2 | 2 | 1.09% | 1.17% | 1.25% | Q1 2020 | Q2 2020 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.25% | 0.31% | 0.37% | Q2 2023 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tilt Investment Management Holdings, PBC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q4 2022 | Q1 2023 | 2 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 2 |
StellarOne CORP | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.14% | 0.15% | 0.15% | Q1 2014 | Q4 2014 | 2 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.88% | 1.45% | Q4 2014 | Q3 2016 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 2 |
WT Wealth Management | 2 | 2 | 0.57% | 0.59% | 0.61% | Q2 2022 | Q3 2022 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.28% | 0.45% | 0.61% | Q3 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SPROTT INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.30% | 0.31% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.43% | 0.44% | 0.44% | Q2 2023 | Q3 2023 | 2 |
MOSELEY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q1 2019 | Q2 2019 | 2 |
PFW Advisors LLC | 2 | 2 | 0.76% | 0.76% | 0.76% | Q2 2023 | Q3 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2019 | Q2 2019 | 2 |
INVESCO, LLC | 2 | 2 | 0.91% | 0.91% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Bank of Marin | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
InTrack Investment Management Inc | 2 | 2 | 0.26% | 0.34% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Apexium Financial, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Robbins Farley | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 2 |
B & T Capital Management DBA Alpha Capital Management | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q3 2014 | 2 |
Gyrus Investment Management Inc. | 2 | 2 | 0.63% | 0.64% | 0.65% | Q2 2013 | Q3 2013 | 2 |
Schoolcraft Capital LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WOODSTOCK CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q3 2013 | 2 |
Peoples Bank/KS | 2 | 2 | 1.03% | 1.05% | 1.07% | Q3 2023 | Q4 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 1.70% | 1.82% | 1.94% | Q1 2021 | Q2 2021 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Exchange Bank | 2 | 2 | 0.71% | 0.71% | 0.72% | Q2 2023 | Q3 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.94% | 1.13% | 1.31% | Q4 2018 | Q2 2020 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.38% | 0.40% | 0.42% | Q1 2023 | Q3 2023 | 2 |
Artal Group S.A. | 2 | 2 | 0.20% | 0.23% | 0.25% | Q3 2013 | Q4 2013 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.13% | 0.16% | 0.18% | Q2 2013 | Q3 2013 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Apertura Capital, LLC | 2 | 2 | 0.82% | 2.16% | 3.49% | Q2 2018 | Q3 2018 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Luken Investment Analytics, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2014 | Q1 2014 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
Palisades Investment Partners, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2023 | Q1 2023 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Red Spruce Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Polar Capital LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Third Point | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2014 | Q1 2014 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Holland Advisory Services, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2013 | Q2 2013 | 1 |
PEG CAPITAL MANAGEMENT INC /NH/ | 1 | 1 | 3.03% | 3.03% | 3.03% | Q2 2013 | Q2 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Tradeworx Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2014 | Q1 2014 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Fifth Third Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2023 | Q4 2023 | 1 |
RAPTOR CAPITAL MANAGEMENT LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2013 | Q3 2013 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.59% | 3.59% | 3.59% | Q2 2023 | Q2 2023 | 1 |
Gabalex Capital Management LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2018 | Q2 2018 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Manikay Partners, LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2018 | Q1 2018 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
FORTALEZA ASSET MANAGEMENT INC/ | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2017 | Q2 2017 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Sarbit Advisory Services Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2022 | Q2 2022 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Galibier Capital Management Ltd. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2017 | Q2 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Roc Capital Management, L.P. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q2 2013 | Q2 2013 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2014 | Q1 2014 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
SS&H Financial Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Bill Few Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2016 | Q1 2016 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2023 | Q2 2023 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Arrow Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Baskin Financial Services Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2012 | Q4 2012 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Thrax Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
Dempze Nancy E | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2015 | Q4 2015 | 1 |
EA Series Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Odey Asset Management LLP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2015 | Q1 2015 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2015 | Q2 2015 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Taylor Frigon Capital Management LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Birch Grove Capital LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Rench Wealth Management, Inc. | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2013 | Q4 2013 | 1 |
West Tower Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
NBW CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2017 | Q4 2017 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
Mirador Capital Partners LP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2016 | Q1 2016 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
Prostatis Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
Barton Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2017 | Q4 2017 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
LMR Master Fund Ltd | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2013 | Q4 2013 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2016 | Q4 2016 | 1 |
PUZO MICHAEL J | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KKR Credit Advisors (US) LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2013 | Q3 2013 | 1 |
EMORY UNIVERSITY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 2.86% | 2.86% | 2.86% | Q4 2021 | Q4 2021 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Centre Asset Management, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2015 | Q4 2015 | 1 |
CAERUS INVESTORS, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2018 | Q1 2018 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2018 | Q1 2018 | 1 |
Adelphi Capital LLP | 1 | 1 | 36.77% | 36.77% | 36.77% | Q4 2022 | Q4 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
Benin Management CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2019 | Q1 2019 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2013 | Q2 2013 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2014 | Q4 2014 | 1 |
Shone Asset Management LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2020 | Q4 2020 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Westend Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2019 | Q2 2019 | 1 |
J. W. Coons Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
COMMUNITY BANK SYSTEM, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
Ignis Investment Services Ltd | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2013 | Q4 2013 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2016 | Q2 2016 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Archipel Asset Management AB | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2014 | Q3 2014 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Parplus Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Legg Mason Asset Management (Japan) Co., Ltd. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2015 | Q1 2015 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2021 | Q1 2021 | 1 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Adirondack Funds | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Standard Investments LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
American Money Management, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2013 | Q4 2013 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2017 | Q3 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2014 | Q4 2014 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CURIAN CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 3.61% | 3.61% | 3.61% | Q2 2013 | Q2 2013 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2020 | Q1 2020 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Forty4 Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
RESOURCE CONSULTING GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ratan Capital Management LP | 1 | 1 | 5.50% | 5.50% | 5.50% | Q4 2016 | Q4 2016 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q2 2017 | Q2 2017 | 1 |
King Wealth Management Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2021 | Q1 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Covea Finance | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2023 | Q4 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2016 | Q2 2016 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 6.10% | 6.10% | 6.10% | Q1 2015 | Q1 2015 | 1 |
Carmignac Gestion | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FORESTERS ASSET MANAGEMENT INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2016 | Q2 2016 | 1 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
AidennLair Capital Management LP | 1 | 1 | 4.24% | 4.24% | 4.24% | Q4 2016 | Q4 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
Pluribus Labs, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2022 | Q2 2022 | 1 |
CONNORS INVESTOR SERVICES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2020 | Q1 2020 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SLS MANAGEMENT LLC | 1 | 1 | 4.76% | 4.76% | 4.76% | Q1 2017 | Q1 2017 | 1 |
Bach Option Ltd | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2015 | Q4 2015 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Safir Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2015 | Q4 2015 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2016 | Q4 2016 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Diversified, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IVC Wealth Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Mercer Investments LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2014 | Q2 2014 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Artha Asset Management LLC | 1 | 1 | 6.64% | 6.64% | 6.64% | Q1 2022 | Q1 2022 | 1 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2013 | Q4 2013 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Marotta Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
WealthTrust Axiom LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own MONDELEZ INTL INC or have owned MONDELEZ INTL INC in the past.