Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
First Horizon Advisors, Inc. | 40 | 6 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 46 |
PUZO MICHAEL J | 44 | 44 | 3.05% | 3.62% | 4.34% | Q4 2012 | Q3 2023 | 44 |
Broderick Brian C | 44 | 44 | 2.68% | 3.10% | 3.64% | Q4 2012 | Q3 2023 | 44 |
SOMERVILLE KURT F | 44 | 44 | 2.76% | 3.25% | 3.83% | Q4 2012 | Q3 2023 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.92% | 2.63% | 4.83% | Q1 2013 | Q4 2023 | 44 |
BRYN MAWR TRUST Co | 43 | 43 | 0.04% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
Hemenway Trust Co LLC | 43 | 43 | 2.24% | 2.67% | 3.25% | Q1 2013 | Q3 2023 | 43 |
Kidder Stephen W | 42 | 1 | 2.70% | 3.14% | 3.94% | Q4 2012 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.45% | 0.63% | 0.86% | Q2 2013 | Q4 2023 | 43 |
BOWEN HANES & CO INC | 42 | 42 | 0.07% | 0.51% | 1.92% | Q2 2013 | Q3 2023 | 42 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 42 | 42 | 3.05% | 4.03% | 8.06% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.35% | 0.68% | 0.93% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 0.32% | 0.45% | 0.61% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PRIVATE ASSET MANAGEMENT INC | 42 | 42 | 0.06% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WESTWOOD MANAGEMENT CORP /IL/ | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HENDLEY & CO INC | 42 | 42 | 1.60% | 2.02% | 2.55% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.26% | 1.50% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MERITAGE PORTFOLIO MANAGEMENT | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.92% | 1.18% | 1.46% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.07% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
WEDGEWOOD INVESTORS INC /PA/ | 42 | 42 | 0.57% | 0.92% | 1.46% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.32% | 0.54% | 0.83% | Q2 2013 | Q3 2023 | 42 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 42 | 42 | 1.00% | 1.41% | 1.94% | Q2 2013 | Q3 2023 | 42 |
SPINNAKER TRUST | 42 | 42 | 0.05% | 0.38% | 0.60% | Q2 2013 | Q3 2023 | 42 |
FORBES J M & CO LLP | 42 | 42 | 0.94% | 1.69% | 2.45% | Q2 2013 | Q3 2023 | 42 |
SAYBROOK CAPITAL /NC | 42 | 42 | 1.99% | 3.09% | 4.33% | Q2 2013 | Q3 2023 | 42 |
Violich Capital Management, Inc. | 42 | 42 | 0.08% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BEDDOW CAPITAL MANAGEMENT INC | 42 | 42 | 2.18% | 3.83% | 5.45% | Q2 2013 | Q3 2023 | 42 |
DELTA CAPITAL MANAGEMENT LLC | 42 | 42 | 1.97% | 2.84% | 3.94% | Q2 2013 | Q3 2023 | 42 |
Gardner Russo & Gardner | 42 | 42 | 8.75% | 10.46% | 12.94% | Q2 2013 | Q3 2023 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.63% | 1.47% | 2.06% | Q2 2013 | Q3 2023 | 42 |
ALTA CAPITAL MANAGEMENT LLC/ | 42 | 42 | 0.09% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 2.58% | 3.32% | 4.03% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 3.37% | 4.04% | 4.83% | Q2 2013 | Q3 2023 | 42 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 42 | 42 | 0.94% | 1.49% | 2.70% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.21% | 0.84% | 1.32% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 1.79% | 2.95% | 3.85% | Q2 2013 | Q3 2023 | 42 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 42 | 42 | 0.10% | 0.50% | 0.87% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.19% | 0.46% | 1.08% | Q2 2013 | Q4 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Sky Investment Group LLC | 41 | 41 | 1.89% | 2.21% | 2.57% | Q3 2013 | Q3 2023 | 41 |
Haverford Trust Co | 38 | 3 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
SCHULHOFF & CO INC | 41 | 41 | 0.16% | 0.40% | 0.52% | Q3 2013 | Q3 2023 | 41 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 40 | 1 | 0.22% | 0.79% | 1.28% | Q2 2013 | Q3 2023 | 41 |
NORTH STAR ASSET MANAGEMENT INC | 27 | 14 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Horrell Capital Management, Inc. | 38 | 3 | 1.04% | 1.32% | 1.93% | Q2 2013 | Q3 2023 | 41 |
Page Arthur B | 40 | 40 | 2.21% | 2.56% | 3.07% | Q4 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 2.33% | 2.73% | 3.14% | Q4 2013 | Q3 2023 | 40 |
Pettee Investors, Inc. | 40 | 40 | 1.98% | 2.60% | 3.41% | Q4 2013 | Q3 2023 | 40 |
Hikari Power Ltd | 39 | 39 | 0.11% | 1.78% | 3.59% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 1.00% | 1.27% | 1.55% | Q2 2013 | Q4 2022 | 39 |
MOODY LYNN & LIEBERSON, LLC | 27 | 12 | 0.03% | 0.28% | 1.51% | Q2 2013 | Q3 2023 | 39 |
DEARBORN PARTNERS LLC | 38 | 38 | 0.16% | 0.67% | 1.32% | Q2 2013 | Q3 2022 | 38 |
SALEM CAPITAL MANAGEMENT INC | 38 | 38 | 0.30% | 1.13% | 2.22% | Q2 2013 | Q3 2022 | 38 |
Vigilant Capital Management, LLC | 38 | 38 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q2 2023 | 38 |
PARK NATIONAL CORP /OH/ | 38 | 38 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2022 | 38 |
Grassi Investment Management | 33 | 4 | 0.02% | 0.21% | 0.74% | Q2 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.55% | 0.85% | 1.14% | Q2 2013 | Q2 2022 | 37 |
PRIVATE TRUST CO NA | 37 | 37 | 0.12% | 0.18% | 0.30% | Q1 2013 | Q1 2022 | 37 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 37 | 37 | 0.25% | 1.24% | 2.51% | Q3 2014 | Q3 2023 | 37 |
American Research & Management Co. | 20 | 17 | 1.35% | 1.67% | 2.08% | Q2 2013 | Q3 2022 | 37 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 37 | 37 | 0.84% | 1.37% | 1.83% | Q2 2013 | Q2 2022 | 37 |
Chesley Taft & Associates LLC | 37 | 37 | 1.02% | 1.21% | 1.45% | Q2 2013 | Q2 2022 | 37 |
MAR VISTA INVESTMENT PARTNERS LLC | 36 | 36 | 0.00% | 0.08% | 0.27% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FIRST MANHATTAN CO. LLC. | 25 | 11 | 1.48% | 2.30% | 3.18% | Q3 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.02% | 0.05% | 0.15% | Q4 2014 | Q3 2023 | 36 |
BRISTOL JOHN W & CO INC /NY/ | 27 | 1 | 1.80% | 2.74% | 3.78% | Q2 2013 | Q3 2023 | 35 |
Rodgers Brothers Inc. | 35 | 35 | 0.10% | 0.20% | 0.27% | Q1 2015 | Q3 2023 | 35 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 33 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2022 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 0.12% | 0.20% | 0.26% | Q2 2013 | Q4 2021 | 35 |
SCOUT INVESTMENTS, INC. | 32 | 2 | 0.16% | 0.65% | 1.41% | Q2 2013 | Q4 2021 | 34 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 34 | 34 | 0.24% | 1.11% | 2.05% | Q1 2012 | Q2 2020 | 34 |
BENEDICT FINANCIAL ADVISORS INC | 32 | 1 | 0.14% | 0.51% | 0.75% | Q2 2015 | Q3 2023 | 33 |
ZEVIN ASSET MANAGEMENT LLC | 19 | 1 | 0.04% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 33 |
Dempze Nancy E | 32 | 32 | 2.58% | 3.01% | 3.75% | Q4 2015 | Q3 2023 | 32 |
FIDUCIARY MANAGEMENT INC /WI/ | 32 | 32 | 1.41% | 2.56% | 3.25% | Q2 2013 | Q1 2021 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.13% | 0.33% | 0.72% | Q2 2013 | Q4 2023 | 32 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 4 | 1.24% | 1.83% | 2.36% | Q2 2013 | Q2 2021 | 32 |
DF DENT & CO INC | 26 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Opus Capital Group, LLC | 31 | 31 | 0.05% | 0.09% | 0.16% | Q4 2013 | Q2 2021 | 31 |
HEADINVEST, LLC | 31 | 31 | 1.28% | 1.79% | 2.27% | Q2 2013 | Q4 2020 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 9 | 0.14% | 0.19% | 0.28% | Q2 2013 | Q1 2021 | 31 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 31 | 31 | 0.06% | 0.08% | 0.14% | Q2 2013 | Q4 2020 | 31 |
KANAWHA CAPITAL MANAGEMENT LLC | 31 | 31 | 0.06% | 0.07% | 0.09% | Q1 2016 | Q3 2023 | 31 |
LEE DANNER & BASS INC | 31 | 31 | 0.03% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 1.11% | 1.32% | 1.74% | Q1 2016 | Q3 2023 | 31 |
Fayerweather Charles | 31 | 31 | 3.10% | 3.69% | 4.57% | Q4 2012 | Q2 2020 | 31 |
LOGAN CAPITAL MANAGEMENT INC | 31 | 31 | 0.03% | 0.07% | 0.08% | Q2 2013 | Q4 2020 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.68% | 1.05% | 1.55% | Q2 2013 | Q4 2020 | 31 |
CYPRESS ASSET MANAGEMENT INC/TX | 31 | 31 | 0.68% | 1.50% | 2.50% | Q2 2013 | Q4 2020 | 31 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2020 | 30 |
Lenox Wealth Advisors, LLC | 19 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 30 |
ANDERSON HOAGLAND & CO | 30 | 30 | 0.89% | 1.49% | 2.34% | Q2 2013 | Q3 2020 | 30 |
Azimuth Capital Management LLC | 27 | 1 | 0.02% | 0.12% | 0.38% | Q3 2013 | Q1 2022 | 30 |
Motley Fool Wealth Management, LLC | 26 | 4 | 0.38% | 0.56% | 0.80% | Q1 2015 | Q3 2022 | 30 |
MONTAG A & ASSOCIATES INC | 30 | 30 | 0.40% | 0.57% | 0.84% | Q2 2013 | Q3 2020 | 30 |
GRIMES & COMPANY, INC. | 30 | 30 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2020 | 30 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 27 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 30 |
Wellington Shields Capital Management, LLC | 27 | 3 | 0.03% | 0.14% | 0.21% | Q3 2013 | Q2 2021 | 30 |
Abbrea Capital, LLC | 28 | 28 | 0.21% | 0.34% | 0.59% | Q4 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 3.56% | 4.25% | 4.74% | Q4 2014 | Q3 2021 | 28 |
FIRST NATIONAL BANK OF OMAHA | 28 | 28 | 0.38% | 0.64% | 0.86% | Q4 2016 | Q3 2023 | 28 |
Sustainable Growth Advisers, LP | 21 | 3 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
TOWER BRIDGE ADVISORS | 26 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 27 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.11% | 0.18% | 0.33% | Q2 2017 | Q3 2023 | 26 |
STRATEGY ASSET MANAGERS LLC | 26 | 26 | 1.95% | 2.20% | 3.35% | Q2 2013 | Q3 2019 | 26 |
BEACON FINANCIAL GROUP | 26 | 26 | 0.10% | 0.68% | 1.17% | Q4 2013 | Q1 2020 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.03% | 1.03% | 1.64% | Q2 2013 | Q3 2019 | 26 |
HARTWELL J M LIMITED PARTNERSHIP | 26 | 26 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q3 2019 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
THOMAS WHITE INTERNATIONAL LTD | 13 | 13 | 0.00% | 0.37% | 0.84% | Q2 2013 | Q2 2023 | 26 |
TRUST CO OF VERMONT | 26 | 26 | 0.08% | 0.26% | 0.46% | Q2 2013 | Q3 2019 | 26 |
WHALEROCK POINT PARTNERS, LLC | 19 | 6 | 0.08% | 0.13% | 0.24% | Q4 2016 | Q3 2023 | 25 |
Pacer Advisors, Inc. | 11 | 1 | 0.01% | 0.14% | 0.80% | Q4 2013 | Q3 2023 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 2.80% | 3.56% | 4.83% | Q2 2013 | Q2 2019 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.02% | 0.21% | 0.58% | Q2 2013 | Q2 2019 | 25 |
MADISON INVESTMENT HOLDINGS INC | 14 | 10 | 0.33% | 0.80% | 1.34% | Q2 2013 | Q3 2019 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 24 |
HighPoint Advisor Group LLC | 23 | 1 | 0.06% | 0.09% | 0.11% | Q1 2016 | Q2 2022 | 24 |
Delaney Dennis R | 19 | 5 | 3.59% | 4.04% | 4.63% | Q4 2015 | Q3 2023 | 24 |
Lafayette Investments | 24 | 24 | 0.42% | 0.50% | 0.66% | Q2 2013 | Q1 2019 | 24 |
Cheviot Value Management, LLC | 24 | 24 | 0.11% | 0.17% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Mechanics Bank Trust Department | 13 | 3 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q3 2019 | 24 |
KCM INVESTMENT ADVISORS LLC | 23 | 23 | 0.04% | 0.29% | 0.42% | Q2 2013 | Q4 2018 | 23 |
AVITY INVESTMENT MANAGEMENT INC. | 23 | 23 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2022 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q4 2018 | 23 |
Beach Investment Management, LLC. | 17 | 6 | 1.83% | 3.25% | 5.84% | Q2 2013 | Q1 2020 | 23 |
CENTRAL TRUST Co | 23 | 23 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2018 | 23 |
GRIFFIN ASSET MANAGEMENT, INC. | 12 | 11 | 0.24% | 0.36% | 0.50% | Q2 2013 | Q1 2020 | 23 |
Clearstead Trust, LLC | 21 | 2 | 0.08% | 0.20% | 0.74% | Q2 2017 | Q1 2023 | 23 |
Select Asset Management & Trust | 12 | 11 | 0.16% | 0.31% | 0.66% | Q4 2013 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.19% | 0.32% | 0.66% | Q1 2014 | Q3 2021 | 23 |
BECKER CAPITAL MANAGEMENT INC | 23 | 23 | 0.32% | 0.42% | 0.60% | Q2 2013 | Q4 2018 | 23 |
CADINHA & CO LLC | 22 | 22 | 0.04% | 1.89% | 4.76% | Q2 2013 | Q3 2018 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.31% | 0.66% | 1.18% | Q2 2018 | Q3 2023 | 22 |
FAIRFIELD, BUSH & CO. | 22 | 22 | 0.06% | 0.22% | 0.52% | Q2 2013 | Q3 2018 | 22 |
TRADITION CAPITAL MANAGEMENT LLC | 16 | 6 | 0.87% | 1.15% | 1.50% | Q2 2013 | Q1 2019 | 22 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 19 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 22 |
ROOSEVELT INVESTMENT GROUP LLC | 13 | 9 | 0.04% | 0.12% | 0.34% | Q2 2013 | Q4 2018 | 22 |
EAGLE CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.95% | 2.61% | Q2 2013 | Q3 2018 | 22 |
Maple Capital Management, Inc. | 12 | 10 | 0.23% | 1.89% | 2.48% | Q2 2013 | Q4 2018 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 22 | 0.04% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 22 |
ABNER HERRMAN & BROCK LLC | 12 | 3 | 0.03% | 0.06% | 0.12% | Q1 2014 | Q1 2022 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.17% | 0.33% | 0.62% | Q3 2018 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 9 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q2 2021 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2018 | 21 |
NEEDELMAN ASSET MANAGEMENT INC | 21 | 21 | 2.05% | 2.42% | 2.93% | Q2 2013 | Q2 2018 | 21 |
Jolley Asset Management, LLC | 19 | 1 | 0.57% | 0.73% | 0.92% | Q2 2013 | Q1 2020 | 21 |
COZAD ASSET MANAGEMENT INC | 21 | 21 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q2 2023 | 21 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.75% | 0.92% | 1.26% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.20% | 0.27% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Point View Wealth Management, Inc. | 20 | 20 | 0.39% | 0.49% | 0.58% | Q1 2016 | Q4 2020 | 20 |
Roundview Capital LLC | 10 | 3 | 0.09% | 0.66% | 1.37% | Q2 2013 | Q3 2018 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.76% | 1.18% | 1.55% | Q2 2013 | Q1 2018 | 20 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 20 | 20 | 0.32% | 0.42% | 0.55% | Q1 2015 | Q4 2019 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
GRATRY & Co LLC | 20 | 20 | 0.23% | 1.00% | 1.52% | Q2 2013 | Q1 2018 | 20 |
Sterling Capital Management LLC | 20 | 20 | 0.00% | 0.04% | 0.08% | Q1 2013 | Q4 2017 | 20 |
South Dakota Investment Council | 20 | 20 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2019 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.05% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
CHELSEA COUNSEL CO | 10 | 10 | 0.71% | 1.57% | 2.69% | Q2 2013 | Q3 2022 | 20 |
CAPITAL ONE, NATIONAL ASSOCIATION | 13 | 7 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2018 | 20 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 19 |
Marietta Wealth Management, LLC | 19 | 19 | 0.75% | 0.93% | 1.20% | Q4 2016 | Q2 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.05% | 0.12% | 0.31% | Q4 2017 | Q2 2022 | 19 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.13% | 0.36% | 0.58% | Q2 2015 | Q4 2019 | 19 |
Sonora Investment Management, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2021 | 19 |
Elefante Mark B | 19 | 19 | 2.82% | 3.80% | 7.96% | Q4 2015 | Q2 2020 | 19 |
Gardiner Nancy B | 19 | 19 | 2.37% | 3.38% | 4.27% | Q4 2015 | Q2 2020 | 19 |
PRENTISS SMITH & CO INC | 17 | 1 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2017 | 18 |
Pinnacle Wealth Management Advisory Group, LLC | 10 | 1 | 0.05% | 0.36% | 0.90% | Q3 2016 | Q3 2023 | 18 |
COMMERCE BANK | 18 | 18 | 0.12% | 0.15% | 0.17% | Q1 2013 | Q2 2017 | 18 |
Osher Van de Voorde Investment Management | 18 | 18 | 3.56% | 4.22% | 5.06% | Q4 2014 | Q1 2019 | 18 |
Oxbow Advisors, LLC | 18 | 18 | 0.35% | 0.90% | 1.22% | Q1 2017 | Q2 2021 | 18 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 17 | 1 | 0.02% | 0.90% | 1.25% | Q2 2013 | Q4 2017 | 18 |
WIMMER ASSOCIATES 1, LLC | 7 | 3 | 0.58% | 0.81% | 1.01% | Q3 2016 | Q4 2021 | 18 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 4 | 0.00% | 0.08% | 0.17% | Q1 2019 | Q3 2023 | 18 |
Sharkey, Howes & Javer | 18 | 18 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q2 2019 | 18 |
FULTON BANK, N.A. | 7 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2019 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Moloney Securities Asset Management, LLC | 16 | 1 | 0.05% | 0.08% | 0.11% | Q2 2017 | Q3 2022 | 17 |
GAMBLE JONES INVESTMENT COUNSEL | 17 | 17 | 0.85% | 1.01% | 1.14% | Q2 2013 | Q2 2017 | 17 |
BLAIR WILLIAM & CO/IL | 17 | 17 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q2 2017 | 17 |
MIDWEST INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.22% | 1.52% | 2.37% | Q3 2013 | Q3 2017 | 17 |
CADENCE BANK NA | 16 | 16 | 0.11% | 0.19% | 0.31% | Q2 2013 | Q1 2017 | 16 |
Wallace Capital Management Inc. | 16 | 16 | 0.05% | 0.86% | 1.28% | Q1 2016 | Q4 2019 | 16 |
CAPE COD FIVE CENTS SAVINGS BANK | 15 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2020 | 16 |
WESBANCO BANK INC | 13 | 1 | 0.01% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q4 2019 | 16 |
BTR CAPITAL MANAGEMENT INC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2021 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.31% | 0.80% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.13% | 0.24% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Hikari Tsushin, Inc. | 16 | 16 | 0.13% | 0.49% | 0.72% | Q3 2017 | Q2 2021 | 16 |
FCA CORP /TX | 8 | 1 | 0.17% | 0.52% | 1.79% | Q2 2013 | Q3 2023 | 16 |
Apriem Advisors | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 16 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Nichols Asset Management LLC | 15 | 15 | 0.13% | 0.42% | 1.55% | Q2 2013 | Q4 2016 | 15 |
BADGLEY PHELPS & BELL INC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q2 2021 | 15 |
South Street Advisors LLC | 15 | 15 | 0.10% | 0.16% | 0.28% | Q2 2013 | Q4 2016 | 15 |
CRAMER ROSENTHAL MCGLYNN LLC | 7 | 1 | 0.00% | 0.35% | 1.07% | Q2 2013 | Q4 2019 | 15 |
Daniel Devine & Co | 15 | 15 | 0.34% | 0.48% | 0.61% | Q4 2014 | Q2 2018 | 15 |
Legacy Capital Partners, Inc. | 15 | 15 | 2.02% | 2.30% | 2.48% | Q2 2013 | Q4 2016 | 15 |
Copeland Capital Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Aristotle Capital Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
Tower View Wealth Management LLC | 15 | 15 | 2.37% | 2.81% | 3.36% | Q4 2017 | Q2 2021 | 15 |
Hanson & Doremus Investment Management | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Edge Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 4 | 0.00% | 0.12% | 0.39% | Q4 2013 | Q3 2017 | 15 |
Freedom Investment Management, Inc. | 14 | 1 | 0.03% | 0.10% | 0.15% | Q2 2014 | Q1 2018 | 15 |
VNBTrust, National Association | 15 | 15 | 0.09% | 0.13% | 0.16% | Q4 2014 | Q2 2018 | 15 |
TODD ASSET MANAGEMENT LLC | 14 | 14 | 0.24% | 0.41% | 0.52% | Q2 2013 | Q3 2016 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 3.30% | 3.51% | 3.89% | Q2 2013 | Q3 2016 | 14 |
CapWealth Advisors, LLC | 14 | 14 | 0.01% | 0.60% | 1.60% | Q2 2013 | Q3 2016 | 14 |
THORNBURG INVESTMENT MANAGEMENT INC | 8 | 2 | 0.00% | 0.31% | 0.57% | Q2 2013 | Q1 2017 | 14 |
HARBOR ADVISORY CORP /MA/ | 14 | 14 | 0.18% | 0.35% | 0.47% | Q4 2017 | Q1 2021 | 14 |
NAVELLIER & ASSOCIATES INC | 13 | 1 | 0.00% | 0.03% | 0.11% | Q3 2012 | Q3 2023 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 1 | 0.02% | 0.07% | 0.12% | Q2 2014 | Q4 2021 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.03% | 0.04% | 0.09% | Q2 2013 | Q3 2016 | 14 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2022 | 14 |
Spectrum Asset Management, Inc. (NB/CA) | 11 | 3 | 0.09% | 0.47% | 1.28% | Q2 2017 | Q4 2020 | 14 |
CAPITAL COUNSEL LLC/NY | 13 | 1 | 0.02% | 2.22% | 3.99% | Q2 2013 | Q4 2017 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 14 | 14 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q3 2016 | 14 |
ADVISOR PARTNERS LLC | 11 | 2 | 0.05% | 0.16% | 0.30% | Q2 2016 | Q3 2019 | 13 |
Holistic Financial Partners | 13 | 13 | 0.16% | 0.36% | 0.46% | Q1 2019 | Q1 2022 | 13 |
Atlantic Union Bankshares Corp | 10 | 3 | 0.03% | 0.58% | 0.82% | Q2 2014 | Q4 2020 | 13 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.51% | 1.99% | Q1 2020 | Q3 2023 | 13 |
PFS INVESTMENTS INC. | 11 | 2 | 0.02% | 0.10% | 0.14% | Q2 2019 | Q2 2023 | 13 |
Joel Isaacson & Co., LLC | 12 | 1 | 0.08% | 0.12% | 0.19% | Q1 2013 | Q4 2016 | 13 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q1 2022 | 13 |
RHUMBLINE ADVISERS | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
FISHMAN JAY A LTD/MI | 8 | 2 | 0.01% | 0.04% | 0.05% | Q3 2013 | Q3 2023 | 13 |
JAMES INVESTMENT RESEARCH INC | 13 | 13 | 0.00% | 0.21% | 0.56% | Q1 2020 | Q1 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.34% | 1.23% | Q2 2017 | Q2 2020 | 13 |
Patten Group, Inc. | 11 | 1 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q3 2018 | 12 |
SENTINEL TRUST CO LBA | 5 | 3 | 0.03% | 0.18% | 0.46% | Q2 2013 | Q3 2023 | 12 |
CHATHAM CAPITAL GROUP, INC. | 12 | 12 | 1.20% | 1.40% | 1.63% | Q2 2013 | Q1 2016 | 12 |
WATERS PARKERSON & CO., LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q2 2019 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BECK CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.11% | 0.15% | 0.20% | Q4 2013 | Q3 2016 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.44% | 0.92% | 1.09% | Q4 2020 | Q3 2023 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.04% | 0.08% | 0.12% | Q1 2018 | Q4 2020 | 12 |
M&R CAPITAL MANAGEMENT INC | 12 | 12 | 0.24% | 0.28% | 0.32% | Q2 2013 | Q1 2016 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.09% | 0.22% | Q4 2020 | Q3 2023 | 12 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 12 | 12 | 3.09% | 4.00% | 4.28% | Q2 2013 | Q1 2016 | 12 |
JENSEN INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2017 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 12 | 1.33% | 1.54% | 1.90% | Q2 2013 | Q1 2016 | 12 |
Polen Capital Management | 12 | 12 | 3.52% | 4.19% | 4.70% | Q2 2014 | Q1 2017 | 12 |
Granite Investment Advisors, LLC | 11 | 11 | 0.64% | 1.26% | 1.71% | Q2 2015 | Q4 2017 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 1.02% | 1.13% | 1.22% | Q2 2013 | Q4 2015 | 11 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 11 |
Burt Wealth Advisors | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2017 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 0.10% | 0.93% | 1.24% | Q4 2016 | Q2 2019 | 11 |
Saturna Capital CORP | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Cribstone Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2022 | 11 |
Diversified Trust Co | 6 | 5 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q4 2023 | 11 |
NORTHERN CAPITAL MANAGEMENT LLC | 11 | 11 | 1.49% | 1.61% | 1.77% | Q4 2013 | Q2 2016 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.34% | 0.40% | 0.43% | Q2 2020 | Q4 2022 | 11 |
MEEDER ASSET MANAGEMENT INC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 2.45% | 2.70% | 2.99% | Q1 2013 | Q3 2015 | 11 |
FCM INVESTMENTS/TX | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.48% | 0.64% | 0.77% | Q4 2016 | Q2 2019 | 11 |
Welch Group, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q1 2016 | 11 |
RMB Capital Management, LLC | 10 | 10 | 0.17% | 0.23% | 0.37% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Cullen Capital Management, LLC | 10 | 10 | 0.47% | 0.52% | 0.67% | Q1 2021 | Q2 2023 | 10 |
TREES INVESTMENT COUNSEL LLC | 10 | 10 | 2.96% | 3.17% | 3.34% | Q2 2013 | Q3 2015 | 10 |
MYCIO WEALTH PARTNERS, LLC | 6 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2016 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.09% | 0.13% | 0.18% | Q1 2020 | Q2 2022 | 10 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 10 | 0.14% | 0.27% | 0.34% | Q2 2013 | Q3 2015 | 10 |
FineMark National Bank & Trust | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2022 | 10 |
HARVEST CAPITAL MANAGEMENT INC | 10 | 10 | 0.10% | 0.11% | 0.13% | Q3 2013 | Q4 2015 | 10 |
DOHENY ASSET MANAGEMENT /CA | 10 | 10 | 0.13% | 0.15% | 0.16% | Q4 2014 | Q1 2017 | 10 |
PROFESSIONAL ADVISORY SERVICES INC | 10 | 10 | 2.68% | 2.85% | 3.06% | Q1 2014 | Q2 2016 | 10 |
Archford Capital Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 10 |
OLD SECOND NATIONAL BANK OF AURORA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 10 |
WCM INVESTMENT MANAGEMENT, LLC | 6 | 1 | 1.50% | 1.70% | 1.92% | Q1 2013 | Q1 2017 | 10 |
Dunvegan Associates, Inc. | 10 | 10 | 0.06% | 0.10% | 0.19% | Q3 2013 | Q4 2015 | 10 |
Taylor, Cottrill LLC | 10 | 10 | 0.40% | 0.84% | 1.18% | Q3 2013 | Q4 2015 | 10 |
Parkwood LLC | 9 | 9 | 0.29% | 0.99% | 1.28% | Q4 2013 | Q4 2015 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 2.79% | 3.19% | 3.66% | Q4 2012 | Q4 2014 | 9 |
Watchman Group, Inc. | 8 | 1 | 0.55% | 0.75% | 1.04% | Q4 2019 | Q1 2022 | 9 |
ORRSTOWN FINANCIAL SERVICES INC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q3 2016 | Q3 2018 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 9 | 0.64% | 0.81% | 1.09% | Q3 2021 | Q3 2023 | 9 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 9 | 9 | 0.62% | 0.66% | 0.69% | Q3 2021 | Q3 2023 | 9 |
FDx Advisors, Inc. | 9 | 9 | 0.04% | 0.27% | 0.49% | Q2 2013 | Q2 2015 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Integre Asset Management, LLC | 9 | 9 | 0.12% | 0.14% | 0.15% | Q2 2013 | Q2 2015 | 9 |
HANCOCK WHITNEY CORP | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 9 |
NorthCoast Asset Management LLC | 4 | 2 | 0.12% | 0.17% | 0.22% | Q1 2015 | Q1 2019 | 9 |
FRANKLIN STREET ADVISORS INC /NC | 6 | 3 | 0.02% | 0.27% | 0.85% | Q3 2019 | Q2 2022 | 9 |
Accel Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Convergence Investment Partners, LLC | 9 | 9 | 0.02% | 0.10% | 0.30% | Q2 2013 | Q2 2015 | 9 |
Parkside Financial Bank & Trust | 9 | 9 | 0.12% | 0.18% | 0.21% | Q2 2013 | Q2 2015 | 9 |
GUYASUTA INVESTMENT ADVISORS INC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q2 2016 | 8 |
Nelson Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.69% | 0.73% | 0.79% | Q2 2013 | Q1 2015 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 4.70% | 4.84% | 5.09% | Q2 2013 | Q1 2015 | 8 |
Intercontinental Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.29% | 0.42% | Q4 2015 | Q4 2019 | 8 |
Janney Montgomery Scott LLC | 8 | 8 | 0.07% | 0.13% | 0.15% | Q2 2013 | Q1 2015 | 8 |
Tillar-Wenstrup Advisors, LLC | 8 | 8 | 1.82% | 1.99% | 2.16% | Q1 2015 | Q4 2016 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 1 | 0.10% | 0.14% | 0.16% | Q1 2013 | Q1 2015 | 8 |
COLRAIN CAPITAL LLC | 7 | 1 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q2 2016 | 8 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8 | 8 | 0.06% | 0.06% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 8 | 8 | 0.18% | 0.23% | 0.29% | Q2 2013 | Q1 2015 | 8 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 8 |
SevenBridge Financial Group, LLC | 6 | 1 | 0.38% | 0.89% | 1.24% | Q2 2016 | Q2 2022 | 8 |
MAIRS & POWER INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 8 |
Destination Wealth Management | 8 | 8 | 1.58% | 1.65% | 1.70% | Q1 2013 | Q4 2014 | 8 |
Windsor Financial Group, LLC | 8 | 8 | 2.07% | 2.35% | 3.00% | Q2 2013 | Q1 2015 | 8 |
TRAN CAPITAL MANAGEMENT, L.P. | 8 | 8 | 0.02% | 0.06% | 0.08% | Q1 2014 | Q4 2015 | 8 |
BARR E S & CO | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2015 | 8 |
KARPAS STRATEGIES, LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q4 2020 | 8 |
Hansberger Growth Investors, LP | 8 | 8 | 0.63% | 0.97% | 1.19% | Q4 2014 | Q3 2016 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CARDEROCK CAPITAL MANAGEMENT INC | 8 | 8 | 0.26% | 0.46% | 0.64% | Q2 2013 | Q1 2015 | 8 |
Foothills Asset Management, Ltd. | 7 | 7 | 0.16% | 0.18% | 0.21% | Q1 2016 | Q3 2017 | 7 |
Ranger International Management, LP | 6 | 1 | 0.06% | 0.21% | 0.82% | Q2 2013 | Q2 2017 | 7 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q3 2019 | 7 |
ST GERMAIN D J CO INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 1 | 2.81% | 3.11% | 3.47% | Q1 2010 | Q1 2013 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
S.A. Mason LLC | 7 | 7 | 0.49% | 0.52% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
INDEPENDENT INVESTORS INC | 7 | 7 | 0.12% | 0.14% | 0.14% | Q2 2013 | Q4 2014 | 7 |
MEYER HANDELMAN CO | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 2.84% | 2.93% | 3.09% | Q2 2013 | Q4 2014 | 7 |
Cutter & CO Brokerage, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2021 | 7 |
HALL LAURIE J TRUSTEE | 3 | 1 | 0.21% | 0.28% | 0.49% | Q4 2020 | Q4 2022 | 7 |
SHIKIAR ASSET MANAGEMENT INC | 7 | 7 | 0.13% | 0.18% | 0.28% | Q1 2016 | Q3 2017 | 7 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 5 | 1 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2019 | 7 |
Mathes Company, Inc. | 7 | 7 | 0.90% | 1.43% | 2.17% | Q2 2013 | Q4 2014 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2014 | 7 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Dorsey Wright & Associates | 7 | 7 | 0.72% | 1.02% | 1.40% | Q1 2019 | Q3 2020 | 7 |
Litman Gregory Wealth Management LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q4 2021 | 7 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.22% | 0.28% | 0.37% | Q1 2015 | Q2 2016 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.01% | 0.05% | 0.11% | Q1 2013 | Q2 2014 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q4 2018 | 6 |
Virginia National Bank | 6 | 6 | 0.09% | 0.19% | 0.26% | Q3 2018 | Q4 2019 | 6 |
TRUST CO OF TOLEDO NA /OH/ | 4 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.72% | 0.89% | 1.22% | Q3 2013 | Q4 2014 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 1 | 0.63% | 1.70% | 2.05% | Q2 2013 | Q2 2015 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.12% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
NICHOLAS COMPANY, INC. | 3 | 3 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q4 2017 | 6 |
Virtue Capital Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BISLETT MANAGEMENT, LLC | 6 | 6 | 2.18% | 2.32% | 2.41% | Q2 2013 | Q3 2014 | 6 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
LOUNTZIS ASSET MANAGEMENT, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.20% | 0.20% | 0.21% | Q2 2022 | Q3 2023 | 6 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.29% | 0.47% | 0.70% | Q2 2013 | Q1 2015 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.33% | 1.77% | 1.97% | Q2 2022 | Q3 2023 | 6 |
Martin Investment Management, LLC | 4 | 1 | 0.95% | 1.02% | 1.16% | Q2 2013 | Q1 2016 | 6 |
TIAA, FSB | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
BEACON TRUST CO | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q1 2017 | 5 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2015 | 5 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.05% | 0.23% | Q4 2014 | Q3 2017 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 4 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 5 |
FIRST NATIONAL TRUST CO | 3 | 2 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2019 | 5 |
Godshalk Welsh Capital Management, Inc. | 5 | 5 | 1.04% | 1.06% | 1.08% | Q3 2022 | Q3 2023 | 5 |
PITTENGER & ANDERSON INC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Operose Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Eudaimonia Partners, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q2 2021 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.83% | 0.95% | 1.07% | Q2 2019 | Q2 2020 | 5 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 5 |
Principal Street Partners, LLC | 4 | 1 | 0.11% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 0.12% | 0.39% | 0.61% | Q4 2016 | Q4 2017 | 5 |
Saratoga Research & Investment Management | 5 | 5 | 0.41% | 0.48% | 0.53% | Q2 2013 | Q2 2014 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
SMITH HAYES Advisers, Inc | 5 | 5 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.16% | 0.18% | 0.22% | Q4 2020 | Q4 2021 | 5 |
Laird Norton Wetherby Trust Company, LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Ativo Capital Management LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2015 | 5 |
Clear Perspective Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2016 | Q4 2017 | 5 |
RAYNER & HAYNOR | 4 | 4 | 1.10% | 1.18% | 1.24% | Q4 2013 | Q3 2014 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.77% | 0.78% | 0.80% | Q2 2013 | Q1 2014 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2015 | Q4 2015 | 4 |
CG Asset Management LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2016 | Q4 2016 | 4 |
INVERNESS COUNSEL LLC /NY/ | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.30% | 0.32% | 0.35% | Q4 2016 | Q3 2017 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Intelligent Financial Strategies | 4 | 4 | 0.84% | 1.05% | 1.33% | Q4 2021 | Q3 2022 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2016 | Q2 2017 | 4 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 4 | 1.03% | 1.10% | 1.20% | Q4 2016 | Q3 2017 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q1 2016 | 4 |
Weatherstone Capital Management | 4 | 4 | 0.20% | 0.24% | 0.35% | Q4 2016 | Q3 2017 | 4 |
VONTOBEL ASSET MANAGEMENT INC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q1 2015 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.01% | 0.09% | 0.17% | Q2 2021 | Q2 2022 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.06% | 0.09% | 0.15% | Q4 2013 | Q1 2022 | 4 |
Blueprint Investment Partners LLC | 3 | 1 | 0.05% | 0.07% | 0.11% | Q3 2021 | Q1 2023 | 4 |
CAPITAL INSIGHT PARTNERS, LLC | 4 | 4 | 0.76% | 0.82% | 0.88% | Q4 2018 | Q3 2019 | 4 |
RAND WEALTH, LLC | 4 | 4 | 0.34% | 0.36% | 0.38% | Q2 2013 | Q1 2014 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.20% | 0.22% | 0.23% | Q2 2013 | Q1 2014 | 4 |
STEWART & PATTEN CO LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.05% | 0.26% | 0.48% | Q3 2014 | Q2 2015 | 4 |
PATTON ALBERTSON MILLER GROUP, LLC | 4 | 4 | 0.20% | 0.30% | 0.35% | Q2 2013 | Q1 2014 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.92% | 2.02% | 2.06% | Q4 2022 | Q3 2023 | 4 |
First National Advisers, LLC | 4 | 4 | 0.38% | 0.48% | 0.55% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL INSURANCE CO | 4 | 4 | 0.16% | 0.19% | 0.21% | Q2 2021 | Q1 2022 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
General Partner, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q4 2023 | 4 |
Angeles Investment Advisors, LLC | 3 | 1 | 0.05% | 0.09% | 0.12% | Q3 2019 | Q3 2020 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.04% | 0.14% | 0.25% | Q4 2017 | Q3 2018 | 4 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 4 |
McQueen, Ball & Associates Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q1 2018 | Q4 2018 | 4 |
Aureus Asset Management, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2013 | Q3 2014 | 4 |
Tevis Investment Management | 4 | 4 | 0.73% | 0.80% | 0.86% | Q4 2021 | Q3 2022 | 4 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 4 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 3 | 1 | 1.00% | 1.42% | 2.57% | Q2 2013 | Q3 2023 | 4 |
Sandy Spring Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.21% | 0.23% | 0.25% | Q4 2015 | Q2 2016 | 3 |
HYMAN CHARLES D | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q4 2015 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 0.29% | 0.51% | 0.65% | Q4 2012 | Q2 2013 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Sunnymeath Asset Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q2 2016 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.18% | 0.20% | 0.23% | Q4 2014 | Q2 2015 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q3 2020 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.26% | 0.34% | 0.40% | Q4 2014 | Q2 2015 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.06% | 0.08% | 0.08% | Q1 2014 | Q3 2014 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.10% | 0.22% | 0.46% | Q1 2021 | Q3 2023 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 1.32% | 1.34% | 1.35% | Q4 2012 | Q2 2013 | 3 |
Bedell Frazier Investment Counselling, LLC | 3 | 3 | 1.82% | 1.98% | 2.07% | Q2 2013 | Q4 2013 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q2 2023 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Kernodle & Katon Asset Management Group, LLC | 3 | 3 | 0.21% | 0.22% | 0.22% | Q3 2016 | Q1 2017 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.51% | 0.52% | 0.52% | Q2 2013 | Q4 2013 | 3 |
Somerset Group LLC | 2 | 1 | 0.14% | 0.15% | 0.15% | Q2 2021 | Q1 2022 | 3 |
RBF Capital, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2015 | Q4 2015 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.50% | 0.76% | 0.99% | Q2 2013 | Q4 2013 | 3 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 1 | 1.85% | 1.95% | 2.04% | Q2 2014 | Q2 2015 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.06% | 0.17% | 0.39% | Q2 2013 | Q4 2013 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 3 |
Maryland Capital Management | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Canton Hathaway, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 3 |
Vectors Research Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
FORT PITT CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2015 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q3 2017 | 3 |
Manitou Investment Management Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.30% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 3.05% | 3.10% | 3.20% | Q2 2013 | Q4 2013 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.09% | 0.14% | Q1 2023 | Q3 2023 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Karp Capital Management Corp | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.17% | 0.90% | 2.36% | Q2 2013 | Q4 2013 | 3 |
FIRST NIAGARA BANK | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Morton Brown Family Wealth, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Risk Paradigm Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Filament LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2015 | Q1 2016 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 2 |
WHEATLAND ADVISORS INC | 1 | 1 | 0.41% | 0.44% | 0.46% | Q4 2013 | Q2 2015 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 2 | 0.48% | 0.57% | 0.65% | Q3 2013 | Q4 2013 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q2 2020 | 2 |
Madison Scottsdale, LC | 2 | 2 | 0.42% | 0.53% | 0.64% | Q2 2013 | Q3 2013 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 2 |
LS Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Gleason Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.30% | 0.31% | 0.31% | Q4 2018 | Q1 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2013 | Q1 2014 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
Cassady Schiller Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthStone, Inc. | 1 | 1 | 0.17% | 0.26% | 0.36% | Q2 2019 | Q2 2020 | 2 |
WELCH CAPITAL PARTNERS LLC/NY | 2 | 2 | 3.50% | 3.57% | 3.63% | Q2 2013 | Q3 2013 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.13% | 0.15% | Q3 2018 | Q4 2019 | 2 |
FSA Wealth Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 2 |
SOL Capital Management CO | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2013 | Q3 2013 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2016 | Q3 2016 | 2 |
New Hampshire Trust | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Zions Trust, National Association | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q4 2013 | 2 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.35% | 0.42% | 0.49% | Q2 2019 | Q1 2020 | 2 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.32% | 0.41% | 0.50% | Q1 2016 | Q3 2016 | 2 |
CORDA Investment Management, LLC. | 2 | 2 | 3.17% | 3.29% | 3.42% | Q3 2013 | Q4 2013 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.21% | 0.26% | 0.32% | Q2 2017 | Q3 2017 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Main Street Research LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2013 | Q2 2017 | 2 |
SouthState Corp | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
CPWM, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q3 2014 | 2 |
LAU ASSOCIATES LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q2 2017 | 2 |
MONTAG & CALDWELL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2020 | Q3 2020 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2019 | Q3 2019 | 1 |
HOURGLASS CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
HARDING LOEVNER LP | 1 | 1 | 3.44% | 3.44% | 3.44% | Q3 2020 | Q3 2020 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2019 | Q2 2019 | 1 |
Essex Savings Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Merit Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
SS&H Financial Advisors, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2010 | Q4 2010 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ROBERTS GLORE & CO INC /IL/ | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
CHICKASAW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2017 | Q1 2017 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 2.33% | 2.33% | 2.33% | Q2 2013 | Q2 2013 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Dominick & Dominick LLC | 1 | 1 | 2.98% | 2.98% | 2.98% | Q4 2013 | Q4 2013 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Renasant Bank | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2018 | Q3 2018 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Integrated Wealth Management | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2016 | Q2 2016 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
COMPASS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Atlantic Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2020 | Q3 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2022 | Q2 2022 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
YCG, LLC | 1 | 1 | 5.61% | 5.61% | 5.61% | Q4 2015 | Q4 2015 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Granahan Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Tradewinds, LLC. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2022 | Q4 2022 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2014 | Q2 2014 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
INTRUST BANK NA | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2017 | Q4 2017 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2013 | Q1 2013 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
JB Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
SCHARF INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
OTTER CREEK MANAGEMENT INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2014 | Q2 2014 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2014 | Q4 2014 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
MOGY JOEL R INVESTMENT COUNSEL INC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2019 | Q3 2019 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2014 | Q2 2014 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NESTLE SA ADR or have owned NESTLE SA ADR in the past.