Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 124 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.47% | Q2 2013 | Q3 2023 | 123 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.15% | Q1 2012 | Q3 2023 | 118 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 112 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 110 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 108 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 100 |
Citadel Advisors | 32 | 9 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 98 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 96 |
CAPITAL FUND MANAGEMENT S.A. | 42 | 42 | 0.00% | 0.07% | 0.39% | Q2 2013 | Q3 2023 | 93 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.01% | 0.12% | Q1 2014 | Q3 2023 | 88 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.16% | Q1 2012 | Q3 2023 | 82 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 78 |
Cutler Group LLC / CA | 29 | 29 | 0.00% | 0.01% | 0.32% | Q4 2015 | Q4 2022 | 77 |
MILLENNIUM MANAGEMENT LLC | 38 | 3 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 76 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.17% | Q4 2014 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 13 | 4 | 0.00% | 0.04% | 0.29% | Q2 2016 | Q3 2023 | 73 |
Paloma Partners Management Co | 21 | 3 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 66 |
TWO SIGMA INVESTMENTS, LP | 30 | 1 | 0.00% | 0.11% | 0.52% | Q2 2013 | Q3 2023 | 65 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.16% | Q1 2013 | Q3 2023 | 64 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 2 | 0.00% | 0.05% | 0.30% | Q3 2013 | Q3 2023 | 64 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 64 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 61 |
NOMURA HOLDINGS INC | 11 | 2 | 0.00% | 0.07% | 1.26% | Q4 2012 | Q4 2022 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.06% | 0.11% | 0.20% | Q1 2009 | Q3 2023 | 59 |
WOLVERINE ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.36% | 2.57% | Q2 2013 | Q1 2023 | 55 |
Jefferies Group LLC | 11 | 2 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2022 | 54 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.12% | 0.28% | Q3 2013 | Q3 2023 | 53 |
TWO SIGMA ADVISERS, LP | 34 | 6 | 0.00% | 0.15% | 0.79% | Q2 2013 | Q3 2023 | 51 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 50 |
AMALGAMATED BANK | 40 | 10 | 0.07% | 0.14% | 0.26% | Q4 2010 | Q3 2023 | 50 |
TWO SIGMA SECURITIES, LLC | 13 | 1 | 0.00% | 0.03% | 0.24% | Q4 2014 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.07% | 0.10% | 0.13% | Q3 2011 | Q3 2023 | 49 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.09% | 0.38% | Q4 2012 | Q2 2023 | 49 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.04% | 0.10% | 0.47% | Q3 2007 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.04% | 0.14% | 0.24% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.03% | 0.06% | 0.09% | Q4 2010 | Q3 2022 | 48 |
PEAK6 Investments LLC | 13 | 1 | 0.00% | 0.01% | 0.16% | Q3 2018 | Q3 2023 | 48 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.04% | 0.11% | 0.40% | Q4 2011 | Q3 2023 | 48 |
Verition Fund Management LLC | 15 | 1 | 0.00% | 0.08% | 0.58% | Q2 2013 | Q3 2023 | 47 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q2 2018 | 47 |
MCF Advisors LLC | 40 | 7 | 0.01% | 0.02% | 0.03% | Q4 2011 | Q3 2023 | 47 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 47 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.40% | 0.93% | Q2 2013 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.10% | 0.50% | Q2 2013 | Q3 2023 | 46 |
First Horizon Advisors, Inc. | 44 | 2 | 0.00% | 0.14% | 0.37% | Q1 2012 | Q3 2023 | 46 |
Rehmann Capital Advisory Group | 27 | 3 | 0.04% | 0.07% | 0.12% | Q1 2012 | Q3 2023 | 45 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 45 |
Tortoise Investment Management, LLC | 24 | 2 | 0.00% | 0.02% | 0.05% | Q4 2012 | Q3 2023 | 44 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.08% | 0.83% | Q2 2013 | Q3 2023 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.05% | 0.13% | 0.61% | Q1 2013 | Q4 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.13% | 0.23% | 0.48% | Q4 2012 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.11% | 0.25% | 0.55% | Q2 2010 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.08% | 0.14% | 0.23% | Q1 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q4 2023 | 43 |
SOMERVILLE KURT F | 43 | 43 | 0.04% | 0.26% | 0.46% | Q4 2012 | Q2 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.11% | 0.14% | 0.18% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.11% | 0.22% | 0.41% | Q1 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q4 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 1.08% | 1.71% | 2.91% | Q2 2013 | Q4 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.03% | 0.08% | 0.14% | Q1 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.10% | 0.14% | 0.26% | Q1 2013 | Q3 2023 | 43 |
TCI Wealth Advisors, Inc. | 43 | 43 | 0.03% | 0.15% | 0.28% | Q4 2012 | Q2 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.84% | 1.40% | 1.76% | Q2 2013 | Q4 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.07% | 0.22% | Q4 2012 | Q3 2023 | 43 |
SCOTIA CAPITAL INC. | 29 | 12 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.20% | 0.38% | 0.67% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.05% | 0.07% | Q4 2012 | Q2 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.53% | 1.17% | 1.67% | Q2 2013 | Q4 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.04% | 0.08% | Q1 2013 | Q3 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 0.98% | 1.41% | 1.80% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.06% | 0.09% | 0.14% | Q1 2013 | Q3 2023 | 43 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.01% | 0.08% | 0.35% | Q2 2014 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.09% | 0.13% | 0.16% | Q1 2013 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.05% | 0.32% | 1.00% | Q1 2013 | Q3 2023 | 43 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2017 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.05% | 0.29% | 0.96% | Q1 2013 | Q3 2023 | 43 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.03% | 0.19% | Q1 2013 | Q3 2023 | 43 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.06% | 0.40% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.28% | 0.43% | 0.67% | Q2 2013 | Q3 2023 | 42 |
SAYBROOK CAPITAL /NC | 42 | 42 | 2.52% | 3.18% | 3.75% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Joel Isaacson & Co., LLC | 25 | 17 | 0.02% | 0.03% | 0.04% | Q4 2012 | Q3 2023 | 42 |
BURNS J W & CO INC/NY | 42 | 42 | 0.92% | 1.32% | 1.63% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.13% | 0.20% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.22% | 0.36% | 0.52% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.12% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.91% | 1.34% | 1.65% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.08% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.13% | 0.25% | 0.39% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.06% | 0.14% | 0.64% | Q2 2013 | Q3 2023 | 42 |
DILLON & ASSOCIATES INC | 42 | 42 | 1.55% | 2.12% | 2.64% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.44% | 0.61% | 0.89% | Q2 2013 | Q3 2023 | 42 |
TRUSTCO BANK CORP N Y | 42 | 42 | 0.38% | 0.59% | 1.28% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.23% | 0.69% | 1.09% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 1.50% | 1.94% | 2.50% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.02% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GARRISON BRADFORD & ASSOCIATES INC | 42 | 42 | 0.21% | 0.49% | 0.75% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.19% | 0.50% | 0.95% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.09% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.08% | 0.28% | 0.78% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.10% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 0.23% | 0.30% | 0.37% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.08% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.19% | 0.30% | 0.41% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.09% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SCHWARTZ INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.74% | 2.00% | Q2 2013 | Q3 2023 | 42 |
Cornerstone Investment Partners, LLC | 42 | 42 | 0.05% | 1.28% | 3.70% | Q2 2013 | Q3 2023 | 42 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 42 | 42 | 0.16% | 0.31% | 0.52% | Q2 2013 | Q3 2023 | 42 |
ANCHOR CAPITAL ADVISORS LLC | 42 | 42 | 0.01% | 0.20% | 0.97% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.06% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MAIRS & POWER INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 1.02% | 1.34% | 1.62% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.71% | 1.25% | 2.00% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.03% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CSU Producer Resources, Inc. | 42 | 42 | 4.07% | 12.32% | 23.15% | Q2 2013 | Q3 2023 | 42 |
BOWEN HANES & CO INC | 42 | 42 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.01% | 0.60% | 1.76% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.16% | 0.27% | 0.40% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.10% | 1.02% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.11% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.05% | 0.23% | 0.77% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FARMERS TRUST CO | 42 | 42 | 0.14% | 0.26% | 0.42% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.03% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 0.20% | 0.32% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.03% | 0.60% | 1.48% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.07% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.13% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.80% | 1.35% | 1.79% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.17% | 0.34% | 0.75% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.13% | 0.33% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.11% | 0.15% | 0.19% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.03% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.02% | 0.09% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HENDLEY & CO INC | 42 | 42 | 0.12% | 1.68% | 3.74% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
W.G. Shaheen & Associates DBA Whitney & Co | 42 | 42 | 0.65% | 1.32% | 1.76% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.51% | 0.65% | 0.81% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.75% | 3.21% | Q2 2013 | Q3 2023 | 42 |
CULLINAN ASSOCIATES INC | 42 | 42 | 0.04% | 0.13% | 0.50% | Q2 2013 | Q3 2023 | 42 |
DELTA CAPITAL MANAGEMENT LLC | 42 | 42 | 1.35% | 1.87% | 2.45% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.07% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.09% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SHAYNE & JACOBS, LLC | 42 | 42 | 0.18% | 0.31% | 0.52% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.08% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Lafayette Investments | 42 | 42 | 1.90% | 2.83% | 4.20% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.12% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.26% | 0.97% | Q2 2013 | Q3 2023 | 42 |
ARS Investment Partners, LLC | 42 | 42 | 0.04% | 0.43% | 1.59% | Q2 2013 | Q3 2023 | 42 |
Murphy Pohlad Asset Management LLC | 42 | 42 | 0.95% | 1.26% | 1.59% | Q2 2013 | Q3 2023 | 42 |
Markel Corporation | 42 | 42 | 0.21% | 0.57% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Skylands Capital, LLC | 42 | 42 | 1.35% | 2.68% | 5.70% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.99% | 1.58% | 2.19% | Q2 2013 | Q3 2023 | 42 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 42 | 42 | 1.50% | 2.10% | 2.88% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 1.16% | 1.46% | 1.74% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.15% | 0.57% | 1.91% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 0.84% | 1.29% | 1.70% | Q2 2013 | Q3 2023 | 42 |
Richard C. Young & CO., LTD. | 42 | 42 | 1.99% | 2.55% | 3.42% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.05% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.28% | 0.57% | 0.93% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.10% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PATTON ALBERTSON MILLER GROUP, LLC | 42 | 42 | 0.13% | 0.29% | 0.80% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.08% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ZWJ INVESTMENT COUNSEL INC | 42 | 42 | 0.06% | 0.13% | 0.78% | Q2 2013 | Q3 2023 | 42 |
CINCINNATI INSURANCE CO | 42 | 42 | 0.39% | 1.02% | 1.50% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.11% | 0.15% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 42 | 42 | 0.05% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.02% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.14% | 0.26% | 0.49% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.42% | 0.65% | 0.83% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.09% | 0.15% | 0.44% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
INDEPENDENT INVESTORS INC | 42 | 42 | 0.74% | 1.01% | 1.36% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.07% | 0.24% | 0.58% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.12% | 0.17% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WEDGEWOOD INVESTORS INC /PA/ | 42 | 42 | 0.43% | 0.95% | 1.51% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.19% | 1.72% | 2.25% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.04% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.04% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BLACKHILL CAPITAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 42 | 42 | 0.76% | 1.55% | 2.39% | Q2 2013 | Q3 2023 | 42 |
Capital International Investors | 42 | 42 | 0.02% | 0.59% | 0.96% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 1.25% | 1.56% | 1.98% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MONARCH CAPITAL MANAGEMENT INC/ | 42 | 42 | 0.19% | 0.33% | 0.89% | Q2 2013 | Q3 2023 | 42 |
CARRET ASSET MANAGEMENT, LLC | 42 | 42 | 0.09% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Main Street Research LLC | 42 | 42 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.06% | 0.12% | 0.16% | Q2 2012 | Q4 2022 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.08% | 0.49% | 1.30% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.37% | 0.80% | 1.42% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.03% | 0.41% | 0.66% | Q2 2013 | Q3 2023 | 42 |
HOWE & RUSLING INC | 42 | 42 | 0.00% | 0.13% | 0.98% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.07% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.94% | 1.57% | 2.10% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.35% | 0.51% | 0.92% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.03% | 0.55% | 0.76% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.32% | 0.52% | 0.71% | Q2 2013 | Q4 2023 | 42 |
Capital World Investors | 42 | 42 | 0.08% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.03% | 0.06% | 0.55% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.25% | 0.39% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.11% | 0.15% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Rodgers Brothers Inc. | 42 | 42 | 0.10% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.07% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.07% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.04% | 0.29% | 0.62% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
National Mutual Insurance Federation of Agricultural Cooperatives | 42 | 42 | 0.02% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Barnett & Company, Inc. | 42 | 42 | 0.19% | 0.35% | 0.83% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 2.05% | 4.35% | 6.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.11% | 0.15% | 0.19% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.00% | 0.04% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.32% | 0.72% | 1.04% | Q2 2013 | Q3 2023 | 42 |
CINCINNATI FINANCIAL CORP | 42 | 42 | 2.73% | 3.53% | 4.43% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.06% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 1.01% | 1.54% | 2.09% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.57% | 0.89% | 1.14% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.35% | 1.37% | 2.81% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.13% | 0.19% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.13% | 0.27% | 0.42% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.37% | 0.59% | 0.74% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.12% | 0.22% | 0.32% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UNIVEST FINANCIAL Corp | 42 | 42 | 0.15% | 0.26% | 0.38% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.04% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Eagle Ridge Investment Management | 42 | 42 | 1.30% | 2.10% | 4.04% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.02% | 0.10% | 0.85% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.24% | 0.64% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.46% | 0.59% | 0.78% | Q2 2013 | Q3 2023 | 42 |
Norman Fields, Gottscho Capital Management, LLC | 42 | 42 | 0.28% | 0.39% | 0.55% | Q3 2013 | Q4 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.25% | 0.65% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.21% | 0.29% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.04% | 0.10% | 0.42% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.31% | 0.98% | Q2 2013 | Q3 2023 | 42 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.12% | 0.17% | 0.22% | Q3 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.05% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 41 |
PUTNAM INVESTMENTS LLC | 37 | 4 | 0.00% | 0.15% | 0.97% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Korea Investment CORP | 30 | 11 | 0.01% | 0.19% | 0.34% | Q2 2013 | Q3 2023 | 41 |
Hartford Financial Management Inc. | 34 | 7 | 0.08% | 0.59% | 1.15% | Q2 2013 | Q3 2023 | 41 |
WASHINGTON CAPITAL MANAGEMENT, INC | 41 | 41 | 0.14% | 1.45% | 3.33% | Q3 2013 | Q3 2023 | 41 |
Somerset Trust Co | 41 | 41 | 0.54% | 1.24% | 2.02% | Q4 2013 | Q4 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.06% | 0.11% | 0.24% | Q2 2013 | Q2 2023 | 41 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 41 | 41 | 0.04% | 0.10% | 0.16% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.09% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.10% | 0.39% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.19% | 0.38% | Q2 2013 | Q3 2023 | 41 |
WASHINGTON TRUST Co | 26 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.09% | 0.25% | 0.48% | Q4 2013 | Q4 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.04% | 0.19% | 0.70% | Q2 2013 | Q3 2023 | 41 |
TRUST CO OF OKLAHOMA | 28 | 13 | 0.15% | 0.43% | 1.11% | Q2 2013 | Q3 2023 | 41 |
CONGRESS ASSET MANAGEMENT CO /MA | 41 | 41 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q2 2023 | 41 |
Smith, Salley & Associates | 41 | 41 | 0.04% | 0.28% | 0.83% | Q3 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 22 | 19 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Perigon Wealth Management, LLC | 40 | 1 | 0.11% | 0.45% | 0.92% | Q3 2011 | Q3 2023 | 41 |
Linscomb & Williams, Inc. | 41 | 41 | 0.10% | 0.42% | 0.62% | Q3 2013 | Q3 2023 | 41 |
NORRIS PERNE & FRENCH LLP/MI | 41 | 41 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q3 2023 | 41 |
MOTCO | 26 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BAXTER BROS INC | 30 | 11 | 0.80% | 1.05% | 1.74% | Q2 2013 | Q3 2023 | 41 |
BAILARD, INC. | 31 | 10 | 0.03% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.07% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 41 |
EAGLE GLOBAL ADVISORS LLC | 32 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
VESTOR CAPITAL, LLC | 28 | 13 | 0.07% | 2.20% | 3.68% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.11% | 0.15% | 0.18% | Q1 2013 | Q3 2023 | 41 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 41 | 41 | 0.47% | 1.30% | 2.43% | Q2 2013 | Q2 2023 | 41 |
STEWART & PATTEN CO LLC | 41 | 41 | 0.04% | 0.23% | 0.53% | Q2 2013 | Q2 2023 | 41 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 16 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.13% | 0.44% | 1.03% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.07% | 0.46% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q2 2023 | 41 |
Chesley Taft & Associates LLC | 32 | 9 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
FCA CORP /TX | 33 | 8 | 0.15% | 0.21% | 0.28% | Q2 2013 | Q3 2023 | 41 |
Wills Financial Group, Inc. | 40 | 40 | 0.68% | 1.16% | 2.65% | Q4 2013 | Q3 2023 | 40 |
AMERICAN NATIONAL BANK | 33 | 7 | 0.00% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
FAIRFIELD, BUSH & CO. | 34 | 6 | 0.16% | 0.24% | 0.65% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.03% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.09% | 0.21% | 0.32% | Q4 2013 | Q3 2023 | 40 |
SHELTON CAPITAL MANAGEMENT | 40 | 40 | 0.01% | 0.05% | 0.17% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.22% | 0.51% | 0.75% | Q4 2013 | Q3 2023 | 40 |
BENDER ROBERT & ASSOCIATES | 40 | 40 | 0.19% | 0.34% | 0.42% | Q2 2013 | Q1 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.22% | 0.44% | 0.67% | Q4 2013 | Q3 2023 | 40 |
GW HENSSLER & ASSOCIATES LTD | 23 | 8 | 0.02% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 40 |
HOWLAND CAPITAL MANAGEMENT LLC | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 26 | 5 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 40 |
Sabal Trust CO | 40 | 40 | 0.03% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.02% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.12% | 0.17% | 0.22% | Q3 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 1.50% | 1.94% | 2.46% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 19 | 2 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 40 |
M. Kraus & Co | 40 | 40 | 3.20% | 4.12% | 5.27% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.36% | 0.58% | 0.78% | Q4 2013 | Q3 2023 | 40 |
DnB Asset Management AS | 39 | 1 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q4 2023 | 40 |
D'Orazio & Associates, Inc. | 40 | 40 | 0.03% | 0.07% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Pettee Investors, Inc. | 40 | 40 | 0.17% | 0.30% | 0.38% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.12% | 0.17% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q1 2023 | 40 |
Barbara Oil Co. | 40 | 40 | 1.17% | 2.27% | 3.14% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.11% | 0.14% | Q4 2013 | Q3 2023 | 40 |
CYPRESS ASSET MANAGEMENT INC/TX | 27 | 13 | 0.07% | 0.24% | 0.62% | Q2 2013 | Q2 2023 | 40 |
American Money Management, LLC | 40 | 40 | 0.59% | 1.58% | 2.34% | Q4 2013 | Q3 2023 | 40 |
Aldebaran Financial Inc. | 40 | 40 | 0.82% | 1.18% | 1.70% | Q4 2013 | Q3 2023 | 40 |
Steigerwald, Gordon & Koch Inc. | 40 | 40 | 0.06% | 0.10% | 0.15% | Q4 2013 | Q3 2023 | 40 |
ONTARIO TEACHERS PENSION PLAN BOARD | 28 | 12 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q3 2023 | 40 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.33% | 0.71% | 1.04% | Q2 2013 | Q1 2023 | 40 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.07% | 0.19% | Q1 2014 | Q3 2023 | 39 |
Penobscot Investment Management Company, Inc. | 39 | 39 | 0.06% | 0.19% | 0.45% | Q2 2013 | Q4 2022 | 39 |
West Oak Capital, LLC | 39 | 39 | 0.03% | 0.78% | 1.20% | Q2 2013 | Q4 2022 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.06% | 0.10% | 0.26% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.13% | 0.48% | 0.97% | Q1 2014 | Q3 2023 | 39 |
ING GROEP NV | 30 | 9 | 0.01% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 39 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 39 |
TUDOR INVESTMENT CORP ET AL | 11 | 1 | 0.00% | 0.07% | 0.54% | Q2 2013 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.21% | 0.35% | 0.47% | Q2 2013 | Q4 2022 | 39 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 7 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 39 |
PINNACLE FINANCIAL PARTNERS INC | 38 | 1 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.18% | 0.23% | 0.36% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.10% | 0.15% | 0.19% | Q1 2014 | Q3 2023 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q3 2023 | 39 |
WEDBUSH SECURITIES INC | 39 | 39 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.08% | 0.50% | Q2 2015 | Q3 2023 | 39 |
Atria Investments, Inc | 25 | 14 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 20 | 1 | 0.00% | 0.11% | 0.48% | Q2 2013 | Q3 2023 | 39 |
LONDON CO OF VIRGINIA | 39 | 39 | 0.02% | 2.25% | 4.27% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.24% | 0.40% | 0.56% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.10% | 0.28% | Q1 2014 | Q3 2023 | 39 |
Roundview Capital LLC | 39 | 39 | 0.12% | 0.21% | 0.31% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.06% | 0.17% | 0.48% | Q2 2013 | Q4 2022 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 2 | 0.01% | 0.02% | 0.14% | Q4 2013 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2022 | 39 |
LOOMIS SAYLES & CO L P | 22 | 17 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 39 |
Plante Moran Financial Advisors, LLC | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
American Research & Management Co. | 38 | 38 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2022 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.01% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 38 |
PRIVATE TRUST CO NA | 28 | 10 | 0.05% | 0.14% | 0.24% | Q1 2013 | Q3 2023 | 38 |
Silver Lake Advisory, LLC | 36 | 2 | 0.23% | 0.59% | 1.73% | Q4 2013 | Q2 2023 | 38 |
Ledyard National Bank | 37 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2022 | 38 |
Freestone Capital Holdings, LLC | 35 | 3 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 38 |
PGGM Investments | 20 | 1 | 0.01% | 0.10% | 0.24% | Q1 2013 | Q2 2023 | 38 |
EVERMAY WEALTH MANAGEMENT LLC | 38 | 38 | 0.18% | 0.35% | 0.54% | Q2 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.03% | 0.09% | 0.32% | Q2 2014 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.04% | 0.21% | 0.93% | Q2 2013 | Q3 2022 | 38 |
Checchi Capital Advisers, LLC | 38 | 38 | 0.02% | 0.07% | 0.13% | Q2 2014 | Q3 2023 | 38 |
Meiji Yasuda Asset Management Co Ltd. | 30 | 8 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.04% | 0.13% | 0.25% | Q2 2013 | Q3 2022 | 38 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 24 | 2 | 0.01% | 0.17% | 0.63% | Q2 2013 | Q3 2023 | 38 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 19 | 5 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 38 |
B. Riley Wealth Advisors, Inc. | 22 | 1 | 0.03% | 0.10% | 0.34% | Q3 2013 | Q3 2023 | 38 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 38 | 38 | 0.07% | 0.12% | 0.15% | Q2 2014 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2022 | 38 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.19% | 0.76% | Q3 2014 | Q3 2023 | 38 |
Crestwood Advisors Group, LLC | 32 | 6 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 38 |
SUMITOMO LIFE INSURANCE CO | 38 | 38 | 0.02% | 0.12% | 0.22% | Q2 2014 | Q3 2023 | 38 |
CANADA PENSION PLAN INVESTMENT BOARD | 37 | 1 | 0.00% | 0.05% | 0.12% | Q1 2013 | Q3 2023 | 38 |
SouthState Corp | 30 | 8 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 38 |
COHEN & STEERS, INC. | 23 | 2 | 0.00% | 0.26% | 0.80% | Q2 2013 | Q3 2023 | 37 |
Riggs Asset Managment Co. Inc. | 37 | 37 | 0.02% | 0.11% | 2.31% | Q3 2014 | Q3 2023 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.49% | 1.11% | 1.56% | Q2 2013 | Q2 2022 | 37 |
South Dakota Investment Council | 37 | 37 | 0.06% | 0.16% | 0.57% | Q3 2014 | Q3 2023 | 37 |
BTC Capital Management, Inc. | 37 | 37 | 0.37% | 0.82% | 2.01% | Q3 2014 | Q3 2023 | 37 |
Gotham Asset Management, LLC | 30 | 7 | 0.00% | 0.22% | 0.55% | Q1 2014 | Q3 2023 | 37 |
Texas Yale Capital Corp. | 37 | 37 | 0.03% | 0.10% | 0.17% | Q3 2014 | Q3 2023 | 37 |
SEGALL BRYANT & HAMILL, LLC | 28 | 9 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2023 | 37 |
Dana Investment Advisors, Inc. | 25 | 1 | 0.01% | 0.83% | 1.71% | Q2 2013 | Q3 2023 | 37 |
Shoker Investment Counsel, Inc. | 37 | 37 | 0.44% | 0.57% | 0.84% | Q4 2013 | Q4 2022 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.16% | 0.22% | 0.27% | Q2 2013 | Q2 2022 | 37 |
BOSTON FINANCIAL MANGEMENT LLC | 26 | 11 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.14% | 0.18% | 0.23% | Q3 2014 | Q3 2023 | 37 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.11% | 0.18% | Q4 2013 | Q3 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.13% | 0.19% | 0.36% | Q2 2013 | Q2 2022 | 37 |
Prospera Financial Services Inc | 19 | 6 | 0.05% | 0.13% | 0.29% | Q4 2013 | Q3 2023 | 37 |
Laurion Capital Management LP | 9 | 1 | 0.00% | 0.06% | 0.31% | Q1 2015 | Q1 2023 | 37 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 2 | 0.02% | 0.19% | 0.32% | Q2 2013 | Q4 2022 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 0.00% | 0.44% | 0.92% | Q4 2013 | Q4 2022 | 37 |
Formidable Asset Management, LLC | 17 | 1 | 0.00% | 0.10% | 0.15% | Q3 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.08% | 0.38% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Bienville Capital Management, LLC | 36 | 36 | 0.07% | 0.25% | 0.68% | Q4 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.01% | 0.08% | 0.55% | Q2 2013 | Q1 2022 | 36 |
Mariner, LLC | 34 | 2 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.05% | 0.14% | 0.24% | Q4 2014 | Q3 2023 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.01% | 0.24% | 0.48% | Q4 2014 | Q3 2023 | 36 |
Andra AP-fonden | 20 | 5 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q2 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.18% | 0.34% | 0.50% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.13% | 0.27% | 0.35% | Q4 2014 | Q3 2023 | 36 |
Blue Chip Partners, LLC | 36 | 36 | 0.18% | 0.66% | 1.18% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q1 2022 | 36 |
WENDELL DAVID ASSOCIATES INC | 25 | 11 | 0.04% | 0.06% | 0.10% | Q3 2013 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.80% | 1.10% | 1.54% | Q2 2013 | Q1 2022 | 36 |
CITIZENS & NORTHERN CORP | 36 | 36 | 0.44% | 0.79% | 1.15% | Q4 2014 | Q3 2023 | 36 |
Community Bank of Raymore | 36 | 36 | 0.28% | 1.06% | 1.91% | Q4 2014 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.09% | 0.19% | 0.52% | Q4 2014 | Q3 2023 | 36 |
Waverly Advisors, LLC | 22 | 5 | 0.01% | 0.05% | 0.13% | Q3 2013 | Q3 2023 | 36 |
AMERICAN CENTURY COMPANIES INC | 31 | 5 | 0.01% | 0.19% | 0.46% | Q4 2013 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.36% | 0.59% | 1.74% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q1 2022 | 36 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2023 | 36 |
Avior Wealth Management, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q1 2022 | 36 |
DUBUQUE BANK & TRUST CO | 24 | 12 | 0.02% | 0.19% | 1.27% | Q2 2013 | Q3 2023 | 36 |
Ancora Advisors LLC | 36 | 36 | 0.05% | 0.09% | 0.15% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.09% | 0.12% | 0.14% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 36 | 36 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
GIRARD PARTNERS LTD. | 27 | 1 | 0.02% | 0.13% | 0.46% | Q4 2013 | Q3 2023 | 36 |
SENTRY INVESTMENT MANAGEMENT LLC | 19 | 2 | 0.03% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 36 |
GREENLEAF TRUST | 25 | 11 | 0.01% | 0.15% | 0.58% | Q2 2013 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.06% | 0.16% | Q1 2015 | Q3 2023 | 35 |
SEARLE & CO. | 29 | 6 | 0.22% | 0.28% | 0.34% | Q4 2014 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.11% | 0.31% | 0.60% | Q1 2015 | Q3 2023 | 35 |
FIL Ltd | 22 | 3 | 0.00% | 0.30% | 0.61% | Q2 2013 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.06% | 0.34% | 0.67% | Q2 2013 | Q4 2021 | 35 |
SPEECE THORSON CAPITAL GROUP INC | 35 | 35 | 0.13% | 2.13% | 4.10% | Q2 2013 | Q4 2021 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2021 | 35 |
WILKINS INVESTMENT COUNSEL INC | 29 | 6 | 0.07% | 0.10% | 0.12% | Q4 2013 | Q3 2023 | 35 |
FORVIS Wealth Advisors, LLC | 27 | 8 | 0.01% | 0.05% | 0.25% | Q2 2013 | Q2 2023 | 35 |
Patten Group, Inc. | 20 | 15 | 0.37% | 0.51% | 0.92% | Q4 2014 | Q3 2023 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.20% | 0.41% | 1.07% | Q2 2013 | Q4 2021 | 35 |
NATIXIS | 24 | 3 | 0.00% | 0.08% | 0.50% | Q4 2013 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.28% | 0.72% | 1.45% | Q1 2015 | Q3 2023 | 35 |
Wellington Shields & Co., LLC | 25 | 10 | 0.01% | 0.22% | 0.38% | Q2 2013 | Q1 2022 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.16% | 0.29% | 0.47% | Q1 2015 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.04% | 0.14% | 0.38% | Q2 2013 | Q4 2021 | 35 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.02% | 0.24% | Q4 2013 | Q1 2022 | 34 |
Westbourne Investment Advisors, Inc. | 34 | 34 | 0.31% | 0.54% | 1.11% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 33 | 1 | 0.03% | 0.13% | 0.21% | Q2 2014 | Q3 2023 | 34 |
Triangle Securities Wealth Management | 33 | 1 | 0.03% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 34 |
Employees Retirement System of Texas | 28 | 6 | 0.04% | 0.19% | 0.39% | Q2 2013 | Q3 2022 | 34 |
BALDWIN BROTHERS LLC/MA | 32 | 2 | 0.01% | 0.04% | 0.23% | Q3 2014 | Q4 2023 | 34 |
Trust Co | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.07% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 34 |
Hilltop Holdings Inc. | 13 | 4 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2021 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Raab & Moskowitz Asset Management LLC | 29 | 5 | 0.10% | 0.14% | 0.18% | Q1 2014 | Q3 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.25% | 0.29% | 0.39% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q3 2021 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 0.22% | 0.29% | 0.40% | Q2 2013 | Q3 2021 | 34 |
Atlas Brown,Inc. | 22 | 12 | 0.07% | 0.18% | 0.52% | Q2 2013 | Q2 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.18% | 0.25% | 0.36% | Q2 2013 | Q3 2021 | 34 |
State of Alaska, Department of Revenue | 27 | 7 | 0.01% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 34 |
Cypress Capital Group | 28 | 6 | 0.05% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 34 |
SRB CORP | 26 | 3 | 0.02% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 34 |
Cetera Advisors LLC | 25 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 34 |
CWM, LLC | 24 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 33 |
RATIONAL ADVISORS LLC | 10 | 1 | 0.00% | 0.04% | 0.21% | Q1 2009 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.05% | 0.14% | 0.29% | Q2 2013 | Q3 2023 | 33 |
Thomasville National Bank | 27 | 1 | 0.04% | 0.09% | 0.13% | Q4 2013 | Q3 2023 | 33 |
VILLERE ST DENIS J & CO LLC | 24 | 9 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 33 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 0.23% | 0.52% | 0.92% | Q2 2013 | Q2 2021 | 33 |
Homrich & Berg | 32 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q2 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
Hills Bank & Trust Co | 33 | 33 | 0.10% | 0.42% | 0.55% | Q3 2015 | Q3 2023 | 33 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.28% | 0.73% | Q4 2011 | Q3 2023 | 33 |
Pineno Levin & Ford Asset Management, Inc. | 25 | 8 | 0.12% | 0.22% | 0.31% | Q3 2013 | Q4 2021 | 33 |
CADENCE BANK NA | 33 | 33 | 0.12% | 0.83% | 1.20% | Q2 2014 | Q2 2022 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 33 |
BARINGS LLC | 23 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q2 2022 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2023 | 33 |
MACKENZIE FINANCIAL CORP | 27 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
WEATHERLY ASSET MANAGEMENT L. P. | 33 | 33 | 0.16% | 0.33% | 0.44% | Q3 2015 | Q3 2023 | 33 |
Private Ocean, LLC | 24 | 9 | 0.01% | 0.08% | 0.26% | Q4 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q1 2022 | 33 |
Artemis Investment Management LLP | 23 | 2 | 0.00% | 0.91% | 2.93% | Q3 2014 | Q2 2023 | 33 |
Candriam S.C.A. | 33 | 33 | 0.02% | 0.05% | 0.15% | Q4 2014 | Q4 2022 | 33 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.55% | 1.26% | 2.34% | Q4 2015 | Q3 2023 | 32 |
L. Roy Papp & Associates, LLP | 32 | 32 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q3 2023 | 32 |
FORT PITT CAPITAL GROUP, LLC | 32 | 32 | 0.07% | 0.12% | 0.17% | Q4 2015 | Q3 2023 | 32 |
HOME FEDERAL BANK OF TENNESSEE | 32 | 32 | 0.60% | 0.80% | 1.00% | Q4 2015 | Q3 2023 | 32 |
Rothschild Capital Partners, LLC | 32 | 32 | 0.09% | 0.17% | 0.28% | Q3 2013 | Q2 2021 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.80% | 1.03% | 1.34% | Q2 2013 | Q1 2021 | 32 |
Brandywine Global Investment Management, LLC | 20 | 3 | 0.00% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 32 |
Eliot Finkel Investment Counsel, LLC | 32 | 32 | 3.47% | 5.72% | 8.67% | Q4 2015 | Q3 2023 | 32 |
Point72 Asset Management, L.P. | 8 | 1 | 0.00% | 0.14% | 0.48% | Q2 2014 | Q3 2023 | 32 |
Voya Financial Advisors, Inc. | 32 | 32 | 0.02% | 0.08% | 0.14% | Q1 2015 | Q4 2022 | 32 |
Chicago Partners Investment Group LLC | 30 | 2 | 0.00% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 32 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.43% | 0.70% | 0.90% | Q2 2013 | Q4 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.54% | 0.77% | 1.38% | Q4 2015 | Q3 2023 | 32 |
First Heartland Consultants, Inc. | 22 | 4 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q3 2021 | 32 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.13% | 0.44% | Q2 2014 | Q3 2023 | 32 |
CAPITAL COUNSEL LLC/NY | 21 | 11 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 32 |
BP PLC | 24 | 8 | 0.06% | 0.19% | 0.78% | Q2 2013 | Q2 2021 | 32 |
Bridge Creek Capital Management LLC | 32 | 32 | 0.78% | 1.09% | 1.56% | Q4 2015 | Q3 2023 | 32 |
Atlantic Union Bankshares Corp | 26 | 6 | 0.07% | 0.26% | 0.49% | Q1 2014 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.04% | 0.08% | 0.17% | Q4 2015 | Q3 2023 | 32 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.09% | 0.59% | Q3 2014 | Q3 2022 | 32 |
Country Club Trust Company, n.a. | 25 | 7 | 0.04% | 0.17% | 0.65% | Q4 2013 | Q4 2021 | 32 |
Epoch Investment Partners, Inc. | 25 | 7 | 0.01% | 0.17% | 0.53% | Q3 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.03% | 0.09% | 0.12% | Q2 2013 | Q1 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.36% | 0.56% | 0.69% | Q1 2016 | Q4 2023 | 32 |
WESCAP Management Group, Inc. | 32 | 32 | 0.18% | 0.23% | 0.34% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.13% | 0.17% | 0.24% | Q4 2015 | Q3 2023 | 32 |
Weiss Multi-Strategy Advisers LLC | 14 | 1 | 0.01% | 0.37% | 1.42% | Q3 2013 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 0.48% | 0.69% | 0.84% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.04% | 0.09% | 0.21% | Q4 2015 | Q3 2023 | 32 |
Camelot Portfolios, LLC | 27 | 2 | 0.00% | 0.41% | 1.15% | Q2 2013 | Q1 2022 | 32 |
Reynders McVeigh Capital Management, LLC | 32 | 32 | 0.05% | 0.13% | 0.19% | Q4 2015 | Q3 2023 | 32 |
Baker Chad R | 32 | 32 | 1.69% | 2.53% | 3.70% | Q4 2015 | Q3 2023 | 32 |
State of New Jersey Common Pension Fund D | 25 | 1 | 0.01% | 0.09% | 0.14% | Q2 2014 | Q3 2023 | 32 |
WADE G W & INC | 15 | 3 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.21% | 0.51% | 0.85% | Q1 2016 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.02% | 0.10% | 0.20% | Q2 2014 | Q4 2021 | 31 |
Caprock Group, LLC | 31 | 31 | 0.05% | 0.12% | 0.16% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q4 2020 | 31 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 20 | 11 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 31 |
ADIRONDACK TRUST CO | 26 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 31 |
WINTON GROUP Ltd | 23 | 1 | 0.01% | 0.27% | 0.92% | Q2 2014 | Q4 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.40% | 0.66% | 0.89% | Q1 2016 | Q3 2023 | 31 |
GUYASUTA INVESTMENT ADVISORS INC | 27 | 4 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 31 |
Clark Capital Management Group, Inc. | 11 | 2 | 0.00% | 0.17% | 1.01% | Q2 2013 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 26 | 5 | 0.02% | 0.08% | 0.12% | Q1 2014 | Q3 2023 | 31 |
AMUNDI ASSET MANAGEMENT US, INC. | 15 | 1 | 0.01% | 0.16% | 0.33% | Q4 2012 | Q1 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 31 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 4 | 0.20% | 0.36% | 0.61% | Q4 2014 | Q3 2023 | 31 |
SMITH, MOORE & CO. | 31 | 31 | 0.09% | 0.12% | 0.16% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q4 2020 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2023 | 31 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.29% | 0.42% | 0.58% | Q1 2016 | Q3 2023 | 31 |
Savant Capital, LLC | 30 | 30 | 0.02% | 0.12% | 0.21% | Q2 2016 | Q3 2023 | 30 |
NICOLET BANKSHARES INC | 30 | 30 | 0.14% | 0.22% | 0.39% | Q2 2016 | Q3 2023 | 30 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 27 | 3 | 0.69% | 1.17% | 2.89% | Q4 2014 | Q2 2022 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.08% | 0.38% | 0.54% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.14% | 0.27% | Q2 2016 | Q3 2023 | 30 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 1 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q4 2020 | 30 |
Allen Investment Management, LLC | 25 | 5 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.01% | 0.17% | 0.52% | Q2 2013 | Q3 2020 | 30 |
CENTRAL BANK & TRUST CO | 29 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2020 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.13% | 0.26% | 0.40% | Q1 2016 | Q3 2023 | 30 |
Capula Management Ltd | 6 | 1 | 0.01% | 0.16% | 0.41% | Q3 2019 | Q1 2023 | 30 |
Blue Edge Capital, LLC | 24 | 6 | 0.07% | 0.27% | 1.22% | Q4 2013 | Q3 2023 | 30 |
Marketfield Asset Management LLC | 30 | 30 | 0.76% | 3.43% | 5.36% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2020 | 30 |
DUPONT CAPITAL MANAGEMENT CORP | 25 | 1 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q4 2022 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 0.08% | 0.13% | 0.19% | Q2 2013 | Q3 2020 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.68% | 1.18% | 1.57% | Q2 2016 | Q3 2023 | 30 |
FIRST CITIZENS BANK & TRUST CO | 18 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.03% | 0.07% | 0.61% | Q2 2016 | Q3 2023 | 30 |
FIRST MIDWEST BANK TRUST DIVISION | 24 | 6 | 0.03% | 0.11% | 0.52% | Q1 2014 | Q4 2021 | 30 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 30 | 30 | 0.14% | 0.22% | 0.27% | Q2 2016 | Q3 2023 | 30 |
LEE DANNER & BASS INC | 29 | 29 | 0.03% | 0.06% | 0.08% | Q3 2016 | Q3 2023 | 29 |
TOMPKINS FINANCIAL CORP | 23 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2023 | 29 |
Heritage Wealth Advisors | 29 | 29 | 0.05% | 0.09% | 0.16% | Q3 2016 | Q3 2023 | 29 |
HUTNER CAPITAL MANAGEMENT INC | 29 | 29 | 0.92% | 2.26% | 3.43% | Q3 2016 | Q3 2023 | 29 |
ACG Wealth | 25 | 1 | 0.00% | 0.09% | 0.13% | Q4 2014 | Q2 2022 | 29 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 27 | 2 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2023 | 29 |
ClearBridge Investments Ltd | 21 | 1 | 0.00% | 4.00% | 12.02% | Q4 2014 | Q3 2023 | 29 |
PRUDENTIAL PLC | 10 | 1 | 0.00% | 0.05% | 0.33% | Q2 2013 | Q3 2023 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.05% | 0.08% | 0.10% | Q4 2015 | Q3 2023 | 29 |
Tredje AP-fonden | 20 | 9 | 0.07% | 0.14% | 0.22% | Q2 2015 | Q3 2023 | 29 |
Brinker Capital Investments, LLC | 14 | 1 | 0.00% | 0.05% | 0.19% | Q1 2014 | Q4 2022 | 29 |
Clear Harbor Asset Management, LLC | 29 | 29 | 0.01% | 0.06% | 0.08% | Q3 2016 | Q3 2023 | 29 |
COLDSTREAM CAPITAL MANAGEMENT INC | 25 | 4 | 0.02% | 0.07% | 0.38% | Q2 2016 | Q3 2023 | 29 |
FIRST INTERSTATE BANK | 20 | 4 | 0.03% | 0.15% | 0.31% | Q2 2013 | Q1 2023 | 29 |
Nelson Capital Management, LLC | 25 | 2 | 0.04% | 0.10% | 0.19% | Q3 2013 | Q1 2022 | 29 |
InterOcean Capital, LLC | 29 | 29 | 0.14% | 0.54% | 1.54% | Q2 2013 | Q2 2020 | 29 |
Curbstone Financial Management Corp | 15 | 14 | 0.10% | 0.16% | 0.35% | Q3 2016 | Q4 2023 | 29 |
MV CAPITAL MANAGEMENT, INC. | 28 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 29 |
Brown Advisory Securities, LLC | 20 | 1 | 0.05% | 0.11% | 0.30% | Q3 2013 | Q2 2021 | 29 |
FAS Wealth Partners, Inc. | 26 | 3 | 0.04% | 0.06% | 0.19% | Q4 2013 | Q3 2023 | 29 |
CONDOR CAPITAL MANAGEMENT | 29 | 29 | 0.13% | 0.20% | 0.65% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.05% | 0.10% | 0.15% | Q4 2013 | Q4 2020 | 29 |
PHYSICIANS FINANCIAL SERVICES, INC. | 29 | 29 | 0.70% | 1.00% | 1.16% | Q4 2015 | Q4 2022 | 29 |
Capital International Sarl | 14 | 1 | 0.02% | 0.24% | 0.75% | Q2 2013 | Q3 2023 | 28 |
Connor, Clark & Lunn Investment Management Ltd. | 18 | 3 | 0.01% | 0.10% | 0.25% | Q1 2014 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.06% | 0.11% | 0.43% | Q4 2016 | Q3 2023 | 28 |
United Bank | 28 | 28 | 0.92% | 1.22% | 1.60% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.09% | 0.13% | 0.17% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.05% | 0.12% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Horan Capital Advisors, LLC. | 25 | 3 | 0.13% | 0.20% | 0.26% | Q3 2014 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.08% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Jolley Asset Management, LLC | 28 | 28 | 0.07% | 0.13% | 0.21% | Q2 2013 | Q1 2020 | 28 |
CREDIT AGRICOLE S A | 18 | 9 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.24% | 0.53% | 0.76% | Q2 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.04% | 0.10% | 0.13% | Q4 2016 | Q3 2023 | 28 |
STRATEGY ASSET MANAGERS LLC | 19 | 9 | 0.06% | 0.18% | 0.78% | Q2 2013 | Q2 2020 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2020 | 28 |
Marble Harbor Investment Counsel, LLC | 28 | 28 | 0.05% | 0.22% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.88% | 1.15% | 1.36% | Q4 2016 | Q3 2023 | 28 |
Ashfield Capital Partners, LLC | 15 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q1 2020 | 28 |
LCNB CORP | 28 | 28 | 0.17% | 0.30% | 0.37% | Q4 2016 | Q3 2023 | 28 |
Capital Analysts, LLC | 19 | 9 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.15% | 0.20% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Redwood Investments, LLC | 15 | 13 | 0.02% | 0.52% | 2.30% | Q2 2013 | Q4 2022 | 28 |
LORD, ABBETT & CO. LLC | 15 | 5 | 0.04% | 0.25% | 0.50% | Q3 2013 | Q3 2023 | 28 |
USCA RIA LLC | 28 | 28 | 0.04% | 0.18% | 0.42% | Q2 2013 | Q1 2020 | 28 |
Cornerstone Wealth Management, LLC | 14 | 3 | 0.00% | 0.06% | 0.09% | Q3 2016 | Q3 2023 | 28 |
Schonfeld Strategic Advisors LLC | 23 | 1 | 0.00% | 0.23% | 1.04% | Q4 2016 | Q3 2023 | 28 |
Modera Wealth Management, LLC | 28 | 28 | 0.03% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
PineBridge Investments, L.P. | 16 | 1 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q2 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.40% | 0.63% | 0.87% | Q4 2014 | Q3 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 28 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.94% | 5.98% | Q4 2013 | Q4 2020 | 28 |
Moon Capital Management, LLC | 28 | 28 | 0.37% | 0.74% | 6.55% | Q3 2013 | Q2 2020 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.30% | 0.42% | 0.55% | Q4 2016 | Q3 2023 | 28 |
Redmond Asset Management, LLC | 28 | 28 | 0.09% | 0.12% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16 | 2 | 0.02% | 0.48% | 1.01% | Q2 2013 | Q3 2023 | 28 |
JENNISON ASSOCIATES LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.12% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Roble, Belko & Company, Inc | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
BLB&B Advisors, LLC | 19 | 1 | 0.02% | 0.07% | 0.12% | Q3 2013 | Q3 2021 | 28 |
Cerity Partners LLC | 28 | 28 | 0.06% | 0.16% | 0.43% | Q4 2016 | Q3 2023 | 28 |
KING LUTHER CAPITAL MANAGEMENT CORP | 23 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
CHOREO, LLC | 28 | 28 | 0.08% | 0.16% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Diversified Trust Co | 17 | 1 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q4 2023 | 28 |
GHP Investment Advisors, Inc. | 28 | 28 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 28 |
COLONY GROUP LLC | 19 | 9 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 28 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
AllSquare Wealth Management LLC | 27 | 27 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Engineers Gate Manager LP | 16 | 2 | 0.01% | 0.13% | 0.69% | Q1 2015 | Q3 2023 | 27 |
ALLSTATE CORP | 20 | 7 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 27 |
BOYS ARNOLD & CO INC | 16 | 11 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q1 2020 | 27 |
NORTHEAST INVESTMENT MANAGEMENT | 18 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 27 |
Capital International, Inc./CA/ | 17 | 4 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 27 |
WEBSTER BANK, N. A. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 27 |
ST GERMAIN D J CO INC | 19 | 3 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q4 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.12% | 0.22% | 0.48% | Q2 2013 | Q4 2019 | 27 |
MEEDER ASSET MANAGEMENT INC | 23 | 1 | 0.02% | 0.22% | 0.70% | Q3 2014 | Q3 2022 | 27 |
FIRST MERCANTILE TRUST CO | 25 | 2 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q3 2020 | 27 |
UNITED BANK | 23 | 4 | 0.03% | 0.28% | 1.10% | Q1 2015 | Q2 2023 | 27 |
CS MCKEE LP | 27 | 27 | 0.35% | 0.85% | 1.48% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.04% | 0.10% | Q1 2017 | Q3 2023 | 27 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2019 | 27 |
RMB Capital Management, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Maryland Capital Management | 23 | 2 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2022 | 27 |
Snowden Capital Advisors LLC | 19 | 8 | 0.05% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 27 |
First National Bank of Mount Dora, Trust Investment Services | 18 | 9 | 0.11% | 0.67% | 1.00% | Q2 2013 | Q4 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
RITHOLTZ WEALTH MANAGEMENT | 26 | 1 | 0.05% | 0.21% | 0.43% | Q4 2016 | Q3 2023 | 27 |
Independent Advisor Alliance | 24 | 3 | 0.07% | 0.15% | 0.31% | Q4 2016 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 22 | 5 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.24% | 0.34% | 0.50% | Q2 2013 | Q4 2019 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.02% | 0.22% | 0.40% | Q4 2016 | Q2 2023 | 27 |
First Command Bank | 27 | 27 | 0.02% | 0.24% | 0.40% | Q4 2016 | Q2 2023 | 27 |
Family Legacy, Inc. | 24 | 2 | 0.34% | 0.53% | 0.70% | Q1 2017 | Q3 2023 | 26 |
LVW Advisors, LLC | 11 | 7 | 0.06% | 0.41% | 0.98% | Q4 2014 | Q1 2023 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.65% | 1.50% | 2.85% | Q2 2017 | Q3 2023 | 26 |
Israel Discount Bank of New York | 17 | 9 | 0.34% | 0.48% | 0.59% | Q1 2017 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 19 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.10% | 0.14% | Q3 2016 | Q3 2023 | 26 |
Capital Investment Advisory Services, LLC | 26 | 26 | 0.09% | 0.43% | 1.42% | Q2 2017 | Q3 2023 | 26 |
CAMBRIDGE TRUST CO | 25 | 1 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q3 2019 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.07% | 0.12% | Q3 2013 | Q1 2020 | 26 |
INTEGRAL DERIVATIVES, LLC | 13 | 1 | 0.01% | 0.06% | 0.23% | Q4 2013 | Q4 2017 | 26 |
Avantax Planning Partners, Inc. | 19 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 26 |
BTR CAPITAL MANAGEMENT INC | 25 | 1 | 0.05% | 0.07% | 0.14% | Q1 2015 | Q3 2022 | 26 |
Bison Wealth, LLC | 25 | 1 | 0.08% | 0.24% | 0.68% | Q1 2015 | Q3 2023 | 26 |
Capital Planning Advisors, LLC | 21 | 5 | 0.07% | 0.11% | 0.15% | Q1 2017 | Q3 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.32% | 0.45% | 0.54% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 13 | 13 | 0.03% | 0.09% | 0.16% | Q4 2016 | Q3 2023 | 26 |
Southeast Asset Advisors Inc. | 13 | 1 | 0.04% | 0.06% | 0.09% | Q3 2016 | Q3 2023 | 26 |
Sequoia Financial Advisors, LLC | 18 | 8 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.24% | 0.38% | 0.52% | Q2 2017 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 26 |
YHB Investment Advisors, Inc. | 26 | 26 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 26 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 19 | 1 | 0.00% | 0.01% | 0.12% | Q1 2014 | Q4 2022 | 26 |
DF DENT & CO INC | 26 | 26 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 26 |
NOESIS CAPITAL MANGEMENT CORP | 21 | 2 | 0.05% | 0.10% | 0.23% | Q2 2013 | Q4 2021 | 26 |
Harbor Advisors LLC | 26 | 26 | 0.10% | 0.15% | 0.18% | Q2 2017 | Q3 2023 | 26 |
Radnor Capital Management, LLC | 19 | 1 | 0.19% | 0.47% | 0.67% | Q4 2016 | Q3 2023 | 26 |
Ballentine Partners, LLC | 12 | 2 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.09% | 0.19% | 0.30% | Q2 2013 | Q3 2019 | 26 |
Rafferty Asset Management, LLC | 24 | 1 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 26 |
Oliver Luxxe Assets LLC | 26 | 26 | 0.08% | 0.13% | 0.18% | Q2 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.09% | 0.26% | 0.81% | Q2 2013 | Q3 2019 | 26 |
PHILADELPHIA TRUST CO | 26 | 26 | 0.02% | 0.08% | 0.13% | Q2 2017 | Q3 2023 | 26 |
CADINHA & CO LLC | 26 | 26 | 0.03% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 26 |
South Street Advisors LLC | 15 | 1 | 0.02% | 0.07% | 0.10% | Q3 2014 | Q3 2023 | 26 |
REDW Wealth LLC | 26 | 26 | 0.10% | 0.16% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Stonebridge Capital Advisors LLC | 25 | 25 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 25 | 25 | 0.00% | 0.20% | 0.40% | Q2 2013 | Q2 2019 | 25 |
AE Wealth Management LLC | 25 | 25 | 0.02% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.05% | 0.10% | 0.15% | Q3 2017 | Q3 2023 | 25 |
INSPIRION WEALTH ADVISORS, LLC | 24 | 1 | 0.08% | 0.10% | 0.18% | Q4 2014 | Q3 2023 | 25 |
PICTON MAHONEY ASSET MANAGEMENT | 25 | 25 | 0.47% | 1.02% | 1.54% | Q4 2015 | Q4 2021 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.09% | 0.16% | Q1 2016 | Q1 2022 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q3 2023 | 25 |
MONETA GROUP INVESTMENT ADVISORS LLC | 24 | 1 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 25 |
Stevens First Principles Investment Advisors | 25 | 25 | 2.04% | 2.97% | 4.41% | Q2 2013 | Q2 2019 | 25 |
NewEdge Advisors, LLC | 22 | 1 | 0.02% | 0.06% | 0.19% | Q4 2014 | Q3 2023 | 25 |
First Bank & Trust | 25 | 25 | 0.09% | 0.19% | 0.28% | Q4 2016 | Q4 2022 | 25 |
SeaBridge Investment Advisors LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2020 | 25 |
VAN ECK ASSOCIATES CORP | 19 | 1 | 0.00% | 0.04% | 0.28% | Q3 2015 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.07% | 0.10% | 0.14% | Q3 2016 | Q3 2022 | 25 |
1832 Asset Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q2 2019 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.09% | 0.13% | 0.16% | Q4 2016 | Q4 2022 | 25 |
TWIN CAPITAL MANAGEMENT INC | 20 | 1 | 0.02% | 0.29% | 0.48% | Q2 2013 | Q1 2021 | 25 |
AMICA MUTUAL INSURANCE CO | 25 | 25 | 0.11% | 0.16% | 0.22% | Q2 2013 | Q2 2019 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.05% | 0.11% | 0.21% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.02% | 0.04% | 0.09% | Q2 2017 | Q2 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.11% | 0.16% | 0.24% | Q2 2017 | Q2 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.03% | 0.51% | 1.64% | Q2 2013 | Q2 2019 | 25 |
Canal Capital Management, LLC | 25 | 25 | 0.06% | 0.13% | 0.20% | Q3 2017 | Q3 2023 | 25 |
Harfst & Associates, Inc. | 21 | 1 | 0.00% | 0.11% | 0.18% | Q2 2015 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2021 | 25 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 25 | 25 | 0.07% | 0.85% | 1.86% | Q3 2017 | Q3 2023 | 25 |
Lido Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2019 | 25 |
Kimelman & Baird, LLC | 9 | 1 | 0.86% | 1.11% | 1.56% | Q2 2013 | Q2 2021 | 25 |
abrdn plc | 25 | 25 | 0.06% | 0.17% | 0.29% | Q3 2017 | Q3 2023 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.00% | 0.50% | 1.16% | Q2 2013 | Q2 2019 | 25 |
Grace Capital | 11 | 1 | 0.03% | 0.63% | 1.76% | Q2 2013 | Q4 2021 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.09% | 0.13% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Delaney Dennis R | 19 | 5 | 0.46% | 0.66% | 1.11% | Q4 2015 | Q3 2023 | 24 |
Bragg Financial Advisors, Inc | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
EVERETT HARRIS & CO /CA/ | 14 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2019 | 24 |
SECURITY NATIONAL BANK OF SO DAK | 16 | 2 | 0.21% | 0.29% | 0.38% | Q2 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.13% | 0.24% | 0.37% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.05% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 24 |
DOWLING & YAHNKE LLC | 24 | 24 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2022 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q1 2019 | 24 |
Pacific Center for Financial Services | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2022 | 24 |
Assenagon Asset Management S.A. | 13 | 1 | 0.01% | 0.14% | 0.60% | Q4 2016 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.10% | 0.24% | 0.60% | Q4 2017 | Q3 2023 | 24 |
Cable Hill Partners, LLC | 18 | 6 | 0.00% | 0.03% | 0.26% | Q4 2014 | Q3 2022 | 24 |
MONROE BANK & TRUST/MI | 22 | 2 | 0.07% | 0.13% | 0.24% | Q2 2013 | Q2 2019 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.35% | 0.45% | 0.56% | Q4 2017 | Q3 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 24 |
CenterStar Asset Management, LLC | 4 | 3 | 0.00% | 0.12% | 1.05% | Q4 2018 | Q1 2022 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.43% | 0.59% | 0.84% | Q4 2017 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.47% | 1.55% | 2.26% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.31% | 0.57% | 0.75% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 24 |
Uncommon Cents Investing LLC | 24 | 24 | 1.82% | 3.10% | 4.81% | Q4 2017 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 0.22% | 0.33% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Harel Insurance Investments & Financial Services Ltd. | 23 | 1 | 0.00% | 0.38% | 1.18% | Q1 2017 | Q1 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q1 2019 | 24 |
CADENCE CAPITAL MANAGEMENT LLC | 21 | 3 | 0.05% | 0.27% | 0.68% | Q3 2013 | Q3 2020 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.17% | 0.22% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.32% | 0.75% | 1.02% | Q4 2017 | Q3 2023 | 24 |
Keel Point, LLC | 22 | 1 | 0.03% | 0.13% | 0.37% | Q1 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Brookstone Capital Management | 22 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Avalon Investment & Advisory | 24 | 24 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q1 2023 | 24 |
Seneca House Advisors | 24 | 24 | 0.16% | 0.23% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Kendall Capital Management | 24 | 24 | 0.40% | 1.04% | 1.51% | Q4 2017 | Q3 2023 | 24 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q2 2023 | 24 |
CNB Bank | 24 | 24 | 0.30% | 0.52% | 1.06% | Q4 2017 | Q3 2023 | 24 |
Financial Architects, Inc | 9 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2020 | 24 |
Factorial Partners, LLC | 24 | 24 | 2.31% | 3.16% | 3.94% | Q4 2017 | Q3 2023 | 24 |
HWG Holdings LP | 11 | 2 | 0.02% | 0.05% | 0.61% | Q2 2017 | Q4 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.17% | 0.32% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Kingsview Wealth Management, LLC | 12 | 5 | 0.00% | 0.10% | 0.20% | Q3 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.05% | 0.18% | 0.29% | Q4 2017 | Q3 2023 | 24 |
BINGHAM OSBORN & SCARBOROUGH LLC | 16 | 1 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q2 2021 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 24 |
Calamos Wealth Management LLC | 24 | 24 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
AT Bancorp | 24 | 24 | 0.07% | 0.11% | 0.18% | Q2 2013 | Q1 2019 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q1 2019 | 24 |
Mirae Asset Global Investments Co., Ltd. | 22 | 2 | 0.00% | 0.15% | 0.37% | Q3 2017 | Q3 2023 | 24 |
LSV ASSET MANAGEMENT | 23 | 23 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 23 |
ALERUS FINANCIAL NA | 23 | 23 | 0.03% | 0.44% | 0.83% | Q1 2018 | Q3 2023 | 23 |
HANCOCK WHITNEY CORP | 22 | 1 | 0.04% | 0.16% | 0.31% | Q3 2014 | Q3 2023 | 23 |
Coastline Trust Co | 19 | 1 | 0.03% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.11% | 0.18% | Q2 2017 | Q4 2022 | 23 |
Verdence Capital Advisors LLC | 23 | 23 | 0.08% | 0.26% | 0.58% | Q1 2018 | Q3 2023 | 23 |
Provident Investment Management, Inc. | 23 | 23 | 0.06% | 0.08% | 0.16% | Q2 2013 | Q4 2018 | 23 |
HoyleCohen, LLC | 22 | 1 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 23 |
Signature Financial Management, Inc. | 23 | 23 | 0.34% | 2.17% | 4.35% | Q2 2013 | Q4 2018 | 23 |
Horizon Investments, LLC | 7 | 4 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 23 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Achmea Investment Management B.V. | 12 | 5 | 0.07% | 0.26% | 0.47% | Q1 2017 | Q2 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.15% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 23 |
ASSOCIATED BANC-CORP | 9 | 2 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q2 2023 | 23 |
HBK Sorce Advisory LLC | 23 | 23 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 23 |
Moisand Fitzgerald Tamayo, LLC | 23 | 23 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.44% | 0.77% | Q1 2018 | Q3 2023 | 23 |
ASHFORD CAPITAL MANAGEMENT INC | 23 | 23 | 0.13% | 0.18% | 0.30% | Q2 2013 | Q4 2018 | 23 |
Keystone Financial Group | 21 | 2 | 0.14% | 0.24% | 0.34% | Q4 2017 | Q3 2023 | 23 |
NewSquare Capital LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q4 2018 | 23 |
SYMPHONY ASSET MANAGEMENT LLC | 15 | 8 | 0.05% | 0.15% | 0.33% | Q2 2013 | Q4 2019 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.04% | 0.12% | 0.17% | Q1 2018 | Q3 2023 | 23 |
CAPITAL MANAGEMENT CORP /VA | 11 | 2 | 0.05% | 0.91% | 2.68% | Q4 2013 | Q1 2023 | 23 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 23 | 23 | 0.45% | 0.69% | 1.10% | Q1 2018 | Q3 2023 | 23 |
Accredited Investors Inc. | 13 | 4 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q2 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.07% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.27% | 0.34% | 0.49% | Q1 2018 | Q3 2023 | 23 |
Advanced Asset Management Advisors Inc | 20 | 3 | 0.34% | 0.76% | 0.99% | Q4 2017 | Q3 2023 | 23 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.07% | 0.41% | Q4 2013 | Q3 2023 | 23 |
HighPoint Advisor Group LLC | 22 | 1 | 0.08% | 0.14% | 0.22% | Q2 2016 | Q2 2022 | 23 |
KLCM Advisors, Inc. | 23 | 23 | 0.06% | 0.10% | 0.12% | Q1 2018 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.11% | 0.14% | 0.20% | Q2 2013 | Q4 2018 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.21% | 0.34% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.26% | 0.96% | Q2 2013 | Q3 2023 | 23 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 23 | 23 | 0.12% | 0.18% | 0.24% | Q2 2017 | Q4 2022 | 23 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14 | 1 | 0.00% | 0.10% | 0.24% | Q1 2017 | Q3 2023 | 23 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 10 | 0.02% | 0.12% | 0.31% | Q2 2013 | Q3 2019 | 23 |
Aristotle Atlantic Partners, LLC | 20 | 3 | 0.22% | 1.19% | 2.52% | Q4 2017 | Q3 2023 | 23 |
Oak Asset Management, LLC | 18 | 5 | 1.15% | 1.90% | 2.32% | Q4 2017 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.04% | 0.12% | 0.32% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2018 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.11% | 0.16% | 0.20% | Q1 2018 | Q3 2023 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 0.18% | 0.23% | 0.30% | Q2 2013 | Q4 2018 | 23 |
Amica Retiree Medical Trust | 23 | 23 | 0.11% | 0.15% | 0.21% | Q4 2013 | Q2 2019 | 23 |
FLIPPIN BRUCE & PORTER INC | 15 | 1 | 0.04% | 0.45% | 1.23% | Q2 2013 | Q1 2021 | 23 |
GAM Holding AG | 17 | 6 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2019 | 23 |
Belpointe Asset Management LLC | 23 | 23 | 0.02% | 0.06% | 0.23% | Q3 2017 | Q1 2023 | 23 |
Founders Capital Management | 13 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.03% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
FORSTA AP-FONDEN | 15 | 7 | 0.09% | 0.27% | 0.55% | Q1 2018 | Q3 2023 | 22 |
ALPS ADVISORS INC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 22 |
Burt Wealth Advisors | 15 | 2 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q1 2022 | 22 |
Echo Street Capital Management LLC | 10 | 3 | 0.00% | 0.22% | 0.95% | Q3 2013 | Q2 2023 | 22 |
Ionic Capital Management LLC | 9 | 1 | 0.09% | 0.67% | 2.01% | Q4 2016 | Q2 2020 | 22 |
Pacific Wealth Strategies Group, Inc. | 22 | 22 | 0.30% | 0.91% | 1.17% | Q4 2016 | Q1 2022 | 22 |
Simplicity Solutions, LLC | 21 | 1 | 0.01% | 0.05% | 0.17% | Q4 2015 | Q3 2023 | 22 |
Stewardship Financial Advisors, LLC | 22 | 22 | 0.51% | 0.69% | 0.96% | Q4 2015 | Q1 2021 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.17% | 0.28% | 0.39% | Q4 2017 | Q3 2023 | 22 |
West Branch Capital LLC | 22 | 22 | 0.10% | 0.16% | 0.27% | Q2 2018 | Q3 2023 | 22 |
PIEDMONT INVESTMENT ADVISORS INC | 22 | 22 | 0.01% | 0.17% | 0.40% | Q4 2014 | Q1 2020 | 22 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 14 | 4 | 0.10% | 0.30% | 1.76% | Q4 2017 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.10% | 0.27% | 0.40% | Q4 2017 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2018 | 22 |
Cribstone Capital Management, LLC | 16 | 6 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q4 2022 | 22 |
LEUTHOLD GROUP, LLC | 13 | 3 | 0.10% | 0.44% | 0.88% | Q2 2013 | Q3 2019 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.90% | 1.14% | 1.64% | Q2 2013 | Q3 2018 | 22 |
McCollum Christoferson Group LLC | 22 | 22 | 1.16% | 2.27% | 2.77% | Q4 2017 | Q1 2023 | 22 |
RFG Advisory, LLC | 18 | 2 | 0.01% | 0.10% | 1.14% | Q2 2015 | Q3 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.34% | 0.41% | 0.56% | Q1 2017 | Q2 2022 | 22 |
Heritage Trust Co | 22 | 22 | 0.03% | 0.11% | 0.17% | Q2 2018 | Q3 2023 | 22 |
1834 INVESTMENT ADVISORS CO | 22 | 22 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q2 2022 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.23% | 0.62% | Q2 2015 | Q3 2023 | 22 |
Meridian Wealth Management, LLC | 13 | 1 | 0.04% | 0.08% | 0.18% | Q1 2017 | Q3 2023 | 22 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 14 | 2 | 0.00% | 0.20% | 0.69% | Q2 2013 | Q1 2019 | 22 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.03% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.10% | 0.16% | 0.19% | Q1 2018 | Q3 2023 | 21 |
GREATMARK INVESTMENT PARTNERS, INC. | 17 | 4 | 0.05% | 0.09% | 0.14% | Q3 2013 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.09% | 0.20% | 0.27% | Q2 2013 | Q2 2018 | 21 |
Clean Yield Group | 10 | 1 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.09% | 0.42% | Q3 2018 | Q3 2023 | 21 |
Capital Research Global Investors | 17 | 4 | 0.01% | 0.24% | 0.90% | Q2 2013 | Q1 2022 | 21 |
Heritage Way Advisors, LLC | 21 | 21 | 1.66% | 2.00% | 2.28% | Q4 2016 | Q4 2021 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.07% | 0.15% | 0.29% | Q2 2013 | Q2 2018 | 21 |
OPPENHEIMER ASSET MANAGEMENT INC. | 17 | 4 | 0.00% | 0.04% | 0.06% | Q1 2017 | Q4 2022 | 21 |
Norway Savings Bank | 11 | 10 | 0.00% | 0.09% | 0.16% | Q4 2016 | Q4 2022 | 21 |
Cordasco Financial Network | 17 | 4 | 0.04% | 0.09% | 0.12% | Q1 2014 | Q2 2022 | 21 |
WINTRUST INVESTMENTS LLC | 9 | 4 | 0.03% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 21 |
LexAurum Advisors, LLC | 13 | 1 | 0.08% | 0.12% | 0.22% | Q4 2017 | Q3 2023 | 21 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.12% | Q1 2015 | Q4 2023 | 21 |
NuWave Investment Management, LLC | 8 | 2 | 0.00% | 0.34% | 1.48% | Q2 2013 | Q3 2022 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.15% | 0.27% | 0.41% | Q2 2013 | Q2 2018 | 21 |
Capital Advisors, Ltd. LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Verus Financial Partners, Inc. | 21 | 21 | 0.05% | 0.12% | 0.17% | Q3 2018 | Q3 2023 | 21 |
Whitegate Investment Counselors, Inc. | 21 | 21 | 0.07% | 0.14% | 0.21% | Q3 2016 | Q3 2021 | 21 |
FACTORY MUTUAL INSURANCE CO | 21 | 21 | 0.09% | 0.46% | 0.88% | Q2 2013 | Q2 2018 | 21 |
INVESTMENT PARTNERS, LTD. | 16 | 1 | 0.16% | 0.20% | 0.25% | Q1 2016 | Q3 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
SENTINEL TRUST CO LBA | 21 | 21 | 0.09% | 0.48% | 1.33% | Q2 2013 | Q2 2018 | 21 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 12 | 3 | 0.02% | 0.36% | 2.52% | Q3 2014 | Q3 2023 | 21 |
Plancorp, LLC | 14 | 1 | 0.01% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 21 |
Beacon Capital Management, Inc. | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.14% | 0.22% | 0.30% | Q3 2018 | Q3 2023 | 21 |
FOSTER & MOTLEY INC | 12 | 9 | 0.02% | 0.10% | 0.32% | Q2 2013 | Q2 2023 | 21 |
HOLDERNESS INVESTMENTS CO | 14 | 7 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q3 2023 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Van Leeuwen & Company, LLC | 21 | 21 | 0.23% | 0.33% | 0.43% | Q3 2018 | Q3 2023 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2018 | 21 |
Cetera Investment Advisers | 19 | 1 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
DAGCO, INC. | 20 | 20 | 0.36% | 0.93% | 1.49% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 17 | 1 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.16% | 0.48% | 1.03% | Q4 2017 | Q3 2022 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.08% | 0.18% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.04% | 0.09% | 0.18% | Q4 2013 | Q3 2018 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.03% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.29% | 0.53% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.04% | 0.13% | 0.79% | Q4 2018 | Q3 2023 | 20 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 20 | 20 | 0.56% | 0.84% | 1.26% | Q2 2013 | Q1 2018 | 20 |
Janney Capital Management LLC | 10 | 4 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q2 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.06% | 0.14% | Q4 2014 | Q3 2019 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 0.96% | 1.19% | 1.38% | Q4 2018 | Q3 2023 | 20 |
CenturyLink Investment Management Co | 16 | 2 | 0.52% | 0.65% | 0.72% | Q3 2013 | Q1 2020 | 20 |
Sculptor Capital LP | 8 | 1 | 0.00% | 0.11% | 0.70% | Q2 2013 | Q3 2017 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.09% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
FIRST FOUNDATION ADVISORS | 18 | 2 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.08% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Petrus Trust Company, LTA | 17 | 1 | 0.05% | 0.86% | 1.30% | Q4 2012 | Q1 2023 | 20 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.05% | 0.30% | 0.96% | Q4 2013 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.14% | 0.16% | 0.20% | Q2 2013 | Q1 2018 | 20 |
OAKBROOK INVESTMENTS LLC | 9 | 1 | 0.01% | 0.16% | 0.28% | Q2 2013 | Q4 2019 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.15% | 0.28% | 0.39% | Q4 2018 | Q3 2023 | 20 |
M Holdings Securities, Inc. | 12 | 1 | 0.06% | 0.10% | 0.15% | Q3 2014 | Q2 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Strategic Investment Advisors / MI | 20 | 20 | 0.12% | 0.19% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.44% | 0.55% | 0.67% | Q4 2018 | Q3 2023 | 20 |
ATALANTA SOSNOFF CAPITAL, LLC | 16 | 4 | 1.03% | 1.87% | 2.59% | Q3 2016 | Q4 2022 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.02% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 20 |
O'Brien Wealth Partners LLC | 18 | 1 | 0.02% | 0.32% | 1.38% | Q1 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.07% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.08% | 0.29% | Q1 2014 | Q1 2022 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.03% | 0.06% | 0.12% | Q4 2013 | Q3 2018 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.06% | 0.13% | 0.17% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.55% | 0.84% | 1.00% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2022 | 20 |
Bridgewater Associates | 16 | 1 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q3 2023 | 20 |
Centric Wealth Management | 20 | 20 | 0.22% | 0.33% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.31% | 0.53% | 0.71% | Q4 2018 | Q3 2023 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 20 | 20 | 0.10% | 0.29% | 0.77% | Q2 2013 | Q1 2018 | 20 |
Sepio Capital, LP | 20 | 20 | 0.30% | 0.62% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Koshinski Asset Management, Inc. | 16 | 2 | 0.04% | 0.20% | 0.45% | Q3 2017 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2022 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.20% | 0.44% | 0.63% | Q4 2018 | Q3 2023 | 20 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 8 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 20 |
Peachtree Investment Partners, LLC | 20 | 20 | 0.27% | 0.39% | 0.60% | Q4 2018 | Q3 2023 | 20 |
MISSION WEALTH MANAGEMENT, LP | 14 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.05% | 0.08% | 0.10% | Q1 2013 | Q4 2017 | 20 |
BRISTOL JOHN W & CO INC /NY/ | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Day & Ennis, LLC | 13 | 1 | 0.08% | 0.13% | 0.25% | Q3 2016 | Q3 2023 | 20 |
BANCED CORP | 14 | 6 | 0.40% | 0.70% | 0.93% | Q2 2013 | Q4 2018 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.06% | 0.10% | 0.15% | Q4 2015 | Q3 2020 | 20 |
Chicago Capital, LLC | 14 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.02% | 0.04% | 0.11% | Q2 2014 | Q1 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.09% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
ARGI Investment Services, LLC | 13 | 7 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q4 2022 | 20 |
Indiana Trust & Investment Management CO | 13 | 1 | 0.00% | 0.14% | 0.23% | Q3 2013 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.30% | 0.44% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Lenox Wealth Advisors, LLC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.11% | 0.28% | 0.36% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 17 | 1 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q3 2023 | 20 |
Investors Research Corp | 19 | 1 | 0.03% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 20 |
Quadrature Capital Ltd | 7 | 1 | 0.03% | 0.36% | 1.10% | Q1 2017 | Q3 2023 | 19 |
Kovack Advisors, Inc. | 13 | 2 | 0.02% | 0.20% | 1.54% | Q4 2012 | Q3 2023 | 19 |
ATWOOD & PALMER INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 19 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 19 |
Principle Wealth Partners LLC | 19 | 19 | 0.12% | 0.33% | 0.52% | Q1 2019 | Q3 2023 | 19 |
SUN LIFE FINANCIAL INC | 18 | 1 | 0.00% | 0.02% | 0.14% | Q1 2016 | Q1 2021 | 19 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2018 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Symmetry Partners, LLC | 14 | 5 | 0.04% | 0.07% | 0.20% | Q4 2018 | Q4 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.32% | 0.46% | 0.61% | Q1 2019 | Q3 2023 | 19 |
New England Research & Management, Inc. | 13 | 1 | 0.13% | 0.48% | 1.12% | Q4 2013 | Q3 2023 | 19 |
Wela Strategies, Inc. | 13 | 1 | 0.11% | 0.15% | 0.17% | Q3 2018 | Q4 2023 | 19 |
Ascension Asset Management LLC | 10 | 1 | 1.70% | 2.41% | 2.94% | Q4 2017 | Q2 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.18% | 0.30% | 0.51% | Q2 2018 | Q4 2022 | 19 |
Jackson, Grant Investment Advisers, Inc. | 19 | 19 | 0.01% | 0.09% | 0.18% | Q1 2019 | Q3 2023 | 19 |
CORNERSTONE ADVISORS INC | 8 | 1 | 0.00% | 0.17% | 0.44% | Q4 2013 | Q4 2021 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.02% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 19 |
SANDERS MORRIS HARRIS LLC | 14 | 1 | 0.05% | 0.10% | 0.19% | Q1 2016 | Q3 2023 | 19 |
Arete Wealth Advisors, LLC | 18 | 1 | 0.03% | 0.05% | 0.18% | Q3 2018 | Q2 2023 | 19 |
ROWLANDMILLER & PARTNERS.ADV | 13 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.04% | 0.16% | 0.22% | Q3 2018 | Q3 2023 | 19 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 13 | 6 | 0.05% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 19 |
SPINNAKER TRUST | 14 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 19 |
EAGLE ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q4 2022 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Financial Advantage, Inc. | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 19 |
TrinityPoint Wealth, LLC | 14 | 5 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.35% | 0.63% | 1.02% | Q2 2013 | Q4 2017 | 19 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.05% | 0.20% | Q3 2018 | Q3 2023 | 19 |
Proficio Capital Partners LLC | 15 | 4 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q2 2022 | 19 |
Alyeska Investment Group, L.P. | 10 | 1 | 0.01% | 0.36% | 1.15% | Q4 2013 | Q2 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Marshall Wace North America L.P. | 19 | 19 | 0.00% | 0.19% | 0.62% | Q1 2017 | Q3 2021 | 19 |
Cox Capital Mgt LLC | 19 | 19 | 0.90% | 1.36% | 1.90% | Q2 2018 | Q4 2022 | 19 |
CIBC BANK USA | 11 | 8 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q2 2019 | 19 |
Manning & Napier Group, LLC | 15 | 4 | 0.06% | 0.50% | 1.07% | Q2 2018 | Q3 2023 | 19 |
CHICAGO EQUITY PARTNERS LLC | 14 | 5 | 0.10% | 0.19% | 0.49% | Q4 2013 | Q1 2020 | 19 |
Members Trust Co | 10 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 19 |
BALASA DINVERNO & FOLTZ LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2022 | 18 |
Trust Investment Advisors | 18 | 18 | 1.06% | 1.34% | 1.53% | Q4 2013 | Q1 2018 | 18 |
BANCORPSOUTH INC | 18 | 18 | 0.07% | 0.20% | 0.37% | Q2 2013 | Q3 2017 | 18 |
SCOPUS ASSET MANAGEMENT, L.P. | 4 | 1 | 0.11% | 0.74% | 1.98% | Q4 2013 | Q2 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 18 |
TD Capital Management LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.06% | 0.26% | Q1 2014 | Q1 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Shorepoint Capital Partners LLC | 9 | 9 | 0.15% | 0.20% | 0.25% | Q1 2019 | Q3 2023 | 18 |
HHM Wealth Advisors, LLC | 18 | 18 | 0.37% | 0.63% | 0.87% | Q2 2019 | Q3 2023 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.12% | 0.23% | 0.68% | Q2 2019 | Q3 2023 | 18 |
Penserra Capital Management LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Highlander Capital Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2020 | 18 |
MARSHALL WACE ASIA Ltd | 18 | 18 | 0.35% | 2.34% | 3.78% | Q1 2017 | Q2 2021 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.04% | 0.13% | 0.29% | Q2 2013 | Q3 2017 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.08% | 0.13% | 0.19% | Q1 2019 | Q3 2023 | 18 |
Rossmore Private Capital | 18 | 18 | 0.10% | 0.30% | 0.42% | Q2 2019 | Q3 2023 | 18 |
ISTHMUS PARTNERS, LLC | 16 | 1 | 0.00% | 0.01% | 0.16% | Q4 2014 | Q2 2021 | 18 |
Virtu Financial LLC | 7 | 1 | 0.02% | 0.08% | 0.17% | Q3 2013 | Q3 2023 | 18 |
CORNERCAP INVESTMENT COUNSEL INC | 16 | 1 | 0.06% | 0.26% | 0.50% | Q4 2014 | Q2 2023 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.10% | 0.28% | 0.60% | Q2 2013 | Q3 2017 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 18 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.07% | 0.25% | Q2 2013 | Q1 2023 | 18 |
Magellan Asset Management Ltd | 13 | 5 | 0.00% | 0.86% | 2.14% | Q3 2016 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.14% | 0.24% | 0.79% | Q2 2013 | Q3 2017 | 18 |
AGF INVESTMENTS INC. | 8 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2021 | 18 |
Meiji Yasuda Life Insurance Co | 7 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q1 2022 | 18 |
OneDigital Investment Advisors LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.28% | 0.43% | 0.62% | Q2 2013 | Q3 2017 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.22% | 0.33% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Intellectus Partners, LLC | 10 | 8 | 0.01% | 0.11% | 0.29% | Q4 2016 | Q3 2023 | 18 |
Allworth Financial LP | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
Bremer Bank National Association | 18 | 18 | 0.04% | 0.40% | 0.72% | Q1 2019 | Q2 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2017 | 18 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 4 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q4 2022 | 18 |
CHEMUNG CANAL TRUST CO | 14 | 1 | 0.04% | 0.08% | 0.11% | Q4 2013 | Q2 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2017 | 17 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.23% | 0.77% | Q3 2014 | Q3 2019 | 17 |
SEIZERT CAPITAL PARTNERS, LLC | 17 | 17 | 0.04% | 0.26% | 0.45% | Q2 2013 | Q2 2017 | 17 |
APPLETON PARTNERS INC/MA | 11 | 1 | 0.02% | 0.06% | 0.22% | Q1 2014 | Q4 2021 | 17 |
Resource Management, LLC | 17 | 17 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q4 2021 | 17 |
Bluefin Trading, LLC | 7 | 1 | 0.00% | 0.78% | 4.87% | Q4 2014 | Q4 2018 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.07% | 0.11% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Financial Management Professionals, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
LUCAS CAPITAL MANAGEMENT | 9 | 1 | 0.07% | 0.15% | 0.29% | Q1 2013 | Q2 2018 | 17 |
CENTAURUS FINANCIAL, INC. | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 17 |
PRENTISS SMITH & CO INC | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2018 | 17 |
COZAD ASSET MANAGEMENT INC | 14 | 3 | 0.04% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 17 |
Packer & Co Ltd | 17 | 17 | 2.42% | 3.29% | 5.58% | Q4 2015 | Q4 2019 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.03% | 0.05% | 0.05% | Q3 2019 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.09% | 0.15% | Q2 2017 | Q2 2021 | 17 |
SEEYOND | 17 | 17 | 0.03% | 0.10% | 0.20% | Q4 2018 | Q4 2022 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.05% | 0.15% | Q2 2016 | Q3 2020 | 17 |
Qube Research & Technologies Ltd | 7 | 1 | 0.01% | 0.15% | 0.52% | Q1 2018 | Q3 2023 | 17 |
CWA Asset Management Group, LLC | 14 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 17 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 12 | 5 | 0.03% | 0.04% | 0.07% | Q1 2014 | Q2 2019 | 17 |
Vident Investment Advisory, LLC | 12 | 1 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q2 2023 | 17 |
WEXFORD CAPITAL LP | 8 | 1 | 0.00% | 0.44% | 1.31% | Q2 2013 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.05% | 0.08% | 0.11% | Q1 2018 | Q1 2022 | 17 |
Waldron Private Wealth LLC | 17 | 17 | 0.05% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 17 |
BECKER CAPITAL MANAGEMENT INC | 13 | 4 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 17 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 2 | 0.02% | 0.32% | 0.70% | Q2 2016 | Q1 2022 | 17 |
Farmers National Bank | 15 | 2 | 0.88% | 1.53% | 2.25% | Q4 2014 | Q2 2019 | 17 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 2 | 0.07% | 0.10% | 0.23% | Q1 2019 | Q3 2023 | 17 |
BFSG, LLC | 17 | 17 | 1.06% | 1.29% | 1.54% | Q3 2019 | Q3 2023 | 17 |
Boston Partners | 9 | 2 | 0.01% | 0.31% | 0.52% | Q2 2013 | Q3 2023 | 17 |
Cowen Prime Services LLC | 11 | 6 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q2 2018 | 17 |
Windsor Capital Management, LLC | 12 | 5 | 0.05% | 0.19% | 0.28% | Q2 2013 | Q2 2018 | 17 |
CHILTON INVESTMENT CO INC. | 14 | 3 | 0.02% | 0.10% | 0.74% | Q2 2013 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Capital Investment Counsel, Inc | 9 | 1 | 0.08% | 0.22% | 0.50% | Q2 2013 | Q3 2018 | 17 |
BEACON TRUST CO | 17 | 17 | 0.21% | 0.32% | 0.44% | Q1 2013 | Q1 2017 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.17% | 0.21% | 0.33% | Q3 2019 | Q3 2023 | 17 |
First Personal Financial Services | 8 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q4 2021 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.10% | 0.29% | 0.72% | Q2 2017 | Q2 2021 | 17 |
Outlook Wealth Advisors, LLC | 17 | 17 | 0.19% | 0.25% | 0.33% | Q4 2018 | Q4 2022 | 17 |
SII INVESTMENTS INC/WI | 16 | 1 | 0.35% | 0.53% | 0.78% | Q2 2013 | Q3 2017 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Kidder Stephen W | 13 | 4 | 0.10% | 0.28% | 0.36% | Q3 2014 | Q4 2018 | 17 |
Zurich Insurance Group Ltd/FI | 16 | 1 | 0.02% | 0.19% | 0.40% | Q4 2015 | Q1 2021 | 17 |
Pointe Capital Management LLC | 13 | 1 | 0.11% | 0.18% | 0.22% | Q1 2015 | Q3 2023 | 17 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 7 | 0.01% | 0.17% | 0.54% | Q1 2014 | Q3 2019 | 17 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 1 | 0.01% | 0.23% | 1.03% | Q4 2015 | Q2 2019 | 17 |
MARATHON CAPITAL MANAGEMENT | 9 | 7 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q4 2021 | 16 |
ARBOR TRUST WEALTH ADVISORS, LLC | 16 | 16 | 0.15% | 0.28% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Providence Capital Advisors, LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Capital Square, LLC | 16 | 16 | 0.86% | 1.08% | 1.44% | Q4 2019 | Q3 2023 | 16 |
KMG FIDUCIARY PARTNERS, LLC | 15 | 1 | 0.07% | 0.14% | 0.21% | Q2 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.25% | 0.39% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Edgestream Partners, L.P. | 13 | 1 | 0.02% | 0.78% | 2.04% | Q1 2018 | Q1 2023 | 16 |
Virtu KCG Holdings LLC | 9 | 4 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q1 2017 | 16 |
Hayek Kallen Investment Management | 8 | 1 | 0.18% | 0.27% | 0.36% | Q3 2013 | Q3 2023 | 16 |
Sentry Investments Corp. | 14 | 2 | 0.04% | 0.47% | 0.90% | Q2 2013 | Q2 2017 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q1 2017 | 16 |
XML Financial, LLC | 16 | 16 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 9 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q2 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.09% | 0.20% | 0.37% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Valmark Advisers, Inc. | 14 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 7 | 3 | 0.01% | 0.24% | 0.95% | Q4 2015 | Q2 2022 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.27% | 0.52% | 1.08% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.09% | 0.14% | 0.23% | Q4 2019 | Q3 2023 | 16 |
WESTWOOD HOLDINGS GROUP INC | 16 | 16 | 0.03% | 0.12% | 0.26% | Q1 2019 | Q4 2022 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.05% | 0.15% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Vigilant Capital Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 16 |
USA FINANCIAL FORMULAS | 7 | 1 | 0.00% | 0.30% | 0.88% | Q4 2014 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.47% | 0.62% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.25% | 0.30% | 0.39% | Q4 2019 | Q3 2023 | 16 |
L & S Advisors Inc | 8 | 1 | 0.19% | 0.45% | 1.20% | Q3 2017 | Q4 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.07% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q2 2022 | 16 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q1 2023 | 16 |
EXCALIBUR MANAGEMENT CORP | 16 | 16 | 0.33% | 0.38% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Measured Wealth Private Client Group, LLC | 13 | 1 | 0.09% | 0.11% | 0.13% | Q3 2018 | Q3 2023 | 16 |
Selective Wealth Management, Inc. | 15 | 1 | 0.08% | 0.35% | 2.60% | Q3 2018 | Q3 2022 | 16 |
Handelsbanken Fonder AB | 14 | 1 | 0.00% | 0.10% | 0.16% | Q4 2015 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q1 2017 | 16 |
Baldwin Investment Management, LLC | 16 | 16 | 0.17% | 0.20% | 0.23% | Q2 2013 | Q1 2017 | 16 |
TCW GROUP INC | 15 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 16 |
CARLSON CAPITAL L P | 5 | 1 | 0.05% | 0.46% | 1.77% | Q4 2014 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.06% | 0.12% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Archford Capital Strategies, LLC | 13 | 1 | 0.00% | 0.27% | 0.74% | Q1 2014 | Q2 2018 | 16 |
PATRIZIA Pty Ltd | 12 | 4 | 2.62% | 6.24% | 7.99% | Q4 2017 | Q3 2023 | 16 |
OLD REPUBLIC INTERNATIONAL CORP | 16 | 16 | 0.54% | 0.79% | 1.30% | Q4 2013 | Q3 2017 | 16 |
EFG Asset Management (Americas) Corp. | 16 | 16 | 0.36% | 1.66% | 3.13% | Q4 2019 | Q3 2023 | 16 |
MIROVA | 16 | 16 | 0.01% | 0.11% | 0.36% | Q4 2019 | Q3 2023 | 16 |
DEPRINCE RACE & ZOLLO INC | 12 | 2 | 0.20% | 0.62% | 0.89% | Q2 2013 | Q3 2020 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Core Alternative Capital | 16 | 16 | 1.46% | 1.86% | 2.22% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Doyle Wealth Management | 16 | 16 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 16 |
Itau Unibanco Holding S.A. | 12 | 1 | 0.00% | 0.05% | 0.25% | Q1 2017 | Q3 2023 | 16 |
Empirical Finance, LLC | 15 | 1 | 0.01% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 16 |
Boltwood Capital Management | 16 | 16 | 0.15% | 0.22% | 0.28% | Q1 2020 | Q4 2023 | 16 |
Compass Ion Advisors, LLC | 16 | 16 | 0.07% | 0.17% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Catamount Wealth Management | 16 | 16 | 0.08% | 0.10% | 0.14% | Q2 2015 | Q1 2019 | 16 |
IndexIQ Advisors LLC | 10 | 2 | 0.00% | 0.08% | 0.23% | Q4 2015 | Q1 2022 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.03% | 0.41% | 1.74% | Q4 2019 | Q3 2023 | 16 |
Armor Investment Advisors, LLC | 11 | 1 | 0.16% | 0.18% | 0.21% | Q3 2018 | Q4 2022 | 16 |
Harvest Fund Management Co., Ltd | 12 | 4 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q4 2022 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.06% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Richard Bernstein Advisors LLC | 10 | 6 | 0.02% | 0.16% | 0.21% | Q4 2017 | Q3 2022 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.06% | 0.18% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Kessler Investment Group, LLC | 9 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 16 |
Cornerstone Advisors, LLC | 16 | 16 | 0.19% | 0.34% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Centerpoint Advisors, LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.06% | 0.07% | 0.07% | Q3 2011 | Q3 2015 | 15 |
Forward Management, LLC | 15 | 15 | 0.07% | 0.12% | 0.42% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q4 2016 | 15 |
AGRAN LIBBIE | 15 | 15 | 0.06% | 0.12% | 0.25% | Q3 2013 | Q1 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 7 | 1 | 0.07% | 0.32% | 0.78% | Q2 2013 | Q1 2023 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.08% | 0.16% | 0.20% | Q3 2016 | Q1 2020 | 15 |
Dynamic Capital Management Ltd | 5 | 1 | 0.07% | 0.58% | 4.01% | Q2 2013 | Q3 2018 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.10% | 0.19% | Q2 2013 | Q4 2016 | 15 |
Sullivan, Bruyette, Speros & Blaney, LLC | 15 | 15 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q1 2021 | 15 |
Zhang Financial LLC | 7 | 1 | 0.03% | 0.07% | 0.12% | Q1 2017 | Q4 2022 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.03% | 0.03% | 0.05% | Q4 2017 | Q2 2021 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.37% | 0.48% | 0.58% | Q4 2019 | Q3 2023 | 15 |
Pinnacle Wealth Planning Services, Inc. | 14 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 11 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 15 |
OppenheimerFunds, Inc. | 14 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q1 2019 | 15 |
TCTC Holdings, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 15 |
Private Wealth Partners, LLC | 15 | 15 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2016 | 15 |
CrestPoint Capital Management, LLC | 9 | 6 | 0.18% | 0.41% | 0.72% | Q4 2013 | Q4 2017 | 15 |
WESTPORT ASSET MANAGEMENT INC | 15 | 15 | 0.67% | 0.76% | 0.94% | Q1 2020 | Q3 2023 | 15 |
Arlington Partners LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q4 2016 | 15 |
AlphaCrest Capital Management LLC | 14 | 1 | 0.08% | 0.17% | 0.33% | Q4 2018 | Q3 2022 | 15 |
GLG LLC | 15 | 15 | 0.01% | 0.23% | 0.90% | Q2 2014 | Q4 2017 | 15 |
Delphi Private Advisors LLC | 15 | 15 | 0.79% | 2.19% | 4.53% | Q4 2015 | Q2 2019 | 15 |
Eldridge Investment Advisors, Inc. | 11 | 4 | 0.09% | 0.11% | 0.13% | Q1 2019 | Q4 2022 | 15 |
ROCKEFELLER FINANCIAL SERVICES INC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Mount Yale Investment Advisors, LLC | 13 | 2 | 0.01% | 0.50% | 0.71% | Q2 2018 | Q3 2023 | 15 |
Altium Wealth Management LLC | 15 | 15 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q2 2022 | 15 |
TIRSCHWELL & LOEWY INC | 10 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2019 | 15 |
Maple Capital Management, Inc. | 10 | 1 | 0.03% | 0.04% | 0.08% | Q3 2014 | Q4 2022 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.05% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.38% | 0.45% | 0.53% | Q4 2017 | Q2 2021 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 8 | 7 | 0.00% | 0.04% | 0.31% | Q2 2013 | Q2 2017 | 15 |
Pavion Blue Capital, LLC | 15 | 15 | 0.18% | 0.23% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Fairhaven Wealth Management, LLC | 10 | 5 | 0.11% | 0.16% | 0.24% | Q4 2018 | Q3 2022 | 15 |
GUARDIAN INVESTMENT MANAGEMENT | 8 | 1 | 0.40% | 1.16% | 1.98% | Q2 2013 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.17% | 0.24% | Q1 2017 | Q3 2020 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Antonetti Capital Management LLC | 9 | 1 | 0.06% | 0.13% | 0.26% | Q2 2010 | Q3 2023 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 2 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 15 |
Gryphon Financial Partners LLC | 11 | 1 | 0.03% | 0.14% | 0.22% | Q4 2017 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q4 2017 | 15 |
Inspire Investing, LLC | 15 | 15 | 0.07% | 0.21% | 0.32% | Q4 2017 | Q2 2021 | 15 |
Foundations Investment Advisors, LLC | 14 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.06% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
EDGAR LOMAX CO/VA | 15 | 15 | 0.89% | 1.90% | 2.85% | Q2 2013 | Q4 2016 | 15 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.05% | 0.27% | Q2 2019 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Impala Asset Management LLC | 7 | 1 | 0.12% | 2.83% | 8.76% | Q4 2015 | Q2 2021 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.68% | 0.89% | 1.11% | Q1 2020 | Q3 2023 | 15 |
Cordatus Wealth Management LLC | 10 | 1 | 0.40% | 0.84% | 1.61% | Q4 2018 | Q2 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q2 2020 | 15 |
Van Hulzen Asset Management, LLC | 15 | 15 | 0.04% | 0.16% | 0.26% | Q2 2017 | Q4 2020 | 15 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.03% | 0.19% | 0.39% | Q2 2013 | Q1 2022 | 15 |
PFS INVESTMENTS INC. | 15 | 15 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 15 |
East Coast Asset Management, LLC. | 12 | 3 | 0.06% | 0.08% | 0.09% | Q4 2012 | Q2 2020 | 15 |
MIDAS MANAGEMENT CORP | 15 | 15 | 0.65% | 0.77% | 1.00% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Coastal Bridge Advisors, LLC | 13 | 1 | 0.05% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.04% | 0.12% | 0.44% | Q2 2013 | Q4 2016 | 15 |
Westhampton Capital, LLC | 13 | 1 | 0.13% | 0.20% | 0.26% | Q2 2019 | Q2 2023 | 15 |
Balentine LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 15 |
Willingdon Wealth Management | 11 | 4 | 0.01% | 0.06% | 0.19% | Q2 2014 | Q1 2020 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.12% | 0.13% | 0.16% | Q2 2013 | Q4 2016 | 15 |
OSSIAM | 8 | 7 | 0.00% | 0.04% | 0.25% | Q2 2019 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.12% | 0.24% | 0.51% | Q2 2013 | Q4 2016 | 15 |
COMPTON CAPITAL MANAGEMENT INC /RI | 15 | 15 | 0.14% | 0.22% | 0.28% | Q2 2013 | Q4 2016 | 15 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 13 | 1 | 0.01% | 0.07% | 0.34% | Q1 2015 | Q2 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Alera Investment Advisors, LLC | 10 | 1 | 0.05% | 0.09% | 0.12% | Q4 2018 | Q2 2023 | 15 |
ICW Investment Advisors LLC | 14 | 1 | 0.09% | 0.22% | 0.25% | Q4 2019 | Q3 2023 | 15 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 14 |
Point View Wealth Management, Inc. | 14 | 14 | 0.10% | 0.12% | 0.14% | Q3 2017 | Q4 2020 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.09% | 0.14% | Q4 2016 | Q1 2020 | 14 |
Montecito Bank & Trust | 6 | 1 | 0.03% | 0.08% | 0.15% | Q1 2014 | Q4 2022 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Marotta Asset Management | 10 | 1 | 0.05% | 0.13% | 0.26% | Q4 2019 | Q4 2023 | 14 |
Key FInancial Inc | 13 | 1 | 0.10% | 0.20% | 0.35% | Q1 2020 | Q3 2023 | 14 |
WealthTrust Fairport, LLC | 9 | 5 | 0.00% | 0.45% | 0.78% | Q2 2013 | Q1 2019 | 14 |
ARGENT TRUST Co | 14 | 14 | 0.09% | 0.71% | 2.12% | Q4 2014 | Q1 2018 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.11% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
INTACT INVESTMENT MANAGEMENT INC. | 8 | 2 | 0.01% | 0.10% | 0.25% | Q2 2013 | Q2 2020 | 14 |
Bangor Savings Bank | 8 | 6 | 0.01% | 0.28% | 0.61% | Q2 2013 | Q3 2023 | 14 |
Fosun International Ltd | 14 | 14 | 0.01% | 0.14% | 0.21% | Q4 2018 | Q1 2022 | 14 |
Charles Schwab Trust Co | 14 | 14 | 0.05% | 0.09% | 0.15% | Q3 2019 | Q4 2022 | 14 |
Ethic Inc. | 13 | 1 | 0.06% | 0.08% | 0.17% | Q4 2019 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 4 | 0.03% | 0.24% | 0.87% | Q4 2013 | Q2 2023 | 14 |
FIRST NATIONAL BANK OF OMAHA | 14 | 14 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q3 2016 | 14 |
KOKUSAI Asset Management Co., Ltd. | 11 | 3 | 0.05% | 1.04% | 2.89% | Q3 2011 | Q2 2015 | 14 |
Inscription Capital, LLC | 14 | 14 | 0.06% | 0.20% | 0.86% | Q3 2019 | Q4 2022 | 14 |
A.R.T. Advisors, LLC | 5 | 1 | 0.03% | 0.19% | 0.51% | Q2 2013 | Q3 2019 | 14 |
Signet Investment Advisory Group, Inc. | 9 | 5 | 0.32% | 0.47% | 0.64% | Q4 2018 | Q4 2022 | 14 |
Weaver C. Barksdale & Associates, Inc. | 14 | 14 | 0.01% | 0.21% | 0.43% | Q2 2013 | Q3 2016 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2016 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 14 |
ETRADE Capital Management LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.16% | 0.56% | 1.09% | Q4 2017 | Q1 2021 | 14 |
Clarus Wealth Advisors | 14 | 14 | 0.19% | 0.37% | 0.75% | Q4 2017 | Q1 2021 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2021 | 14 |
Financial Advisory Group | 6 | 1 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q2 2023 | 14 |
CI INVESTMENTS INC. | 13 | 1 | 0.00% | 0.04% | 0.38% | Q2 2013 | Q3 2023 | 14 |
BCWM, LLC | 14 | 14 | 0.80% | 1.54% | 2.02% | Q2 2013 | Q3 2016 | 14 |
Cipher Capital LP | 6 | 1 | 0.02% | 0.36% | 1.11% | Q2 2014 | Q3 2023 | 14 |
Pearl River Capital, LLC | 6 | 1 | 0.04% | 0.32% | 0.80% | Q4 2018 | Q3 2023 | 14 |
Broadleaf Partners, LLC | 12 | 1 | 0.07% | 0.09% | 0.13% | Q2 2019 | Q2 2023 | 14 |
DAVIDSON INVESTMENT ADVISORS | 14 | 14 | 0.76% | 0.95% | 1.13% | Q2 2020 | Q3 2023 | 14 |
DAVIDSON TRUST CO | 13 | 1 | 0.16% | 0.23% | 0.27% | Q4 2019 | Q2 2023 | 14 |
CAMG Solamere Management, LLC | 12 | 2 | 0.11% | 0.36% | 0.68% | Q4 2016 | Q2 2021 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q3 2016 | 14 |
Edge Wealth Management LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 14 |
Lavaca Capital LLC | 12 | 2 | 0.10% | 0.37% | 1.48% | Q3 2019 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2020 | 14 |
Banco Santander, S.A. | 6 | 2 | 0.00% | 0.02% | 0.21% | Q2 2018 | Q3 2023 | 14 |
Blue Fin Capital, Inc. | 7 | 2 | 0.10% | 0.16% | 0.21% | Q4 2013 | Q2 2019 | 14 |
KANALY TRUST CO | 14 | 14 | 0.02% | 0.05% | 0.12% | Q3 2013 | Q4 2016 | 14 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 14 | 14 | 0.69% | 0.82% | 0.95% | Q2 2013 | Q3 2016 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.03% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 14 |
Lehman Financial Resources, Inc. | 11 | 1 | 0.00% | 0.04% | 0.12% | Q1 2013 | Q3 2018 | 14 |
CAPITAL INTERNATIONAL LTD /CA/ | 14 | 14 | 0.02% | 0.23% | 0.63% | Q2 2013 | Q3 2016 | 14 |
Quantitative Systematic Strategies LLC | 9 | 1 | 0.09% | 0.37% | 0.72% | Q4 2015 | Q2 2021 | 14 |
WADDELL & REED FINANCIAL INC | 12 | 2 | 0.10% | 0.19% | 0.26% | Q1 2017 | Q1 2021 | 14 |
Alight Capital Management LP | 14 | 14 | 0.79% | 2.63% | 5.22% | Q3 2019 | Q4 2022 | 14 |
B. Riley Wealth Management, Inc. | 8 | 6 | 0.00% | 0.09% | 0.21% | Q1 2014 | Q2 2022 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.15% | 0.21% | 0.28% | Q4 2013 | Q1 2017 | 14 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 14 | 14 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Trexquant Investment LP | 3 | 1 | 0.04% | 0.24% | 0.77% | Q4 2015 | Q3 2023 | 14 |
Ardevora Asset Management LLP | 14 | 14 | 0.73% | 0.86% | 1.14% | Q3 2019 | Q4 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Donald L. Hagan, LLC | 10 | 4 | 0.18% | 0.25% | 0.38% | Q4 2014 | Q2 2018 | 14 |
Ullmann Wealth Partners Group, LLC | 7 | 2 | 0.06% | 0.24% | 0.44% | Q1 2017 | Q4 2021 | 13 |
Zimmer Partners, LP | 8 | 1 | 0.02% | 0.31% | 1.26% | Q3 2019 | Q3 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.06% | 0.13% | 0.36% | Q2 2013 | Q2 2016 | 13 |
Consolidated Investment Group LLC | 13 | 13 | 0.98% | 1.45% | 1.78% | Q2 2013 | Q2 2016 | 13 |
Kiwi Wealth Investments Limited Partnership | 6 | 1 | 0.16% | 0.34% | 0.45% | Q2 2018 | Q3 2023 | 13 |
NORTHSTAR WEALTH PARTNERS LLC | 13 | 13 | 0.28% | 1.03% | 1.44% | Q3 2017 | Q3 2020 | 13 |
SpiderRock Advisors, LLC | 8 | 2 | 0.00% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 13 |
Frontier Wealth Management LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2022 | 13 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2023 | 13 |
Ascent Wealth Partners, LLC | 8 | 2 | 0.04% | 0.96% | 1.88% | Q4 2013 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.46% | 0.64% | 0.83% | Q2 2013 | Q2 2016 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 13 |
British Airways Pensions Investment Management Ltd | 13 | 13 | 0.56% | 0.79% | 1.21% | Q2 2016 | Q2 2019 | 13 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 7 | 1 | 0.02% | 0.09% | 0.15% | Q3 2006 | Q4 2019 | 13 |
CALTON & ASSOCIATES, INC. | 10 | 1 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2021 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 13 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q1 2023 | 13 |
Fragasso Group Inc. | 13 | 13 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q4 2023 | 13 |
Financial Advocates Investment Management | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 13 |
Compagnie Lombard Odier SCmA | 12 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2022 | 13 |
Murphy, Middleton, Hinkle & Parker, Inc. | 8 | 1 | 0.13% | 0.15% | 0.17% | Q1 2019 | Q2 2023 | 13 |
Santori & Peters, Inc. | 11 | 1 | 0.01% | 0.32% | 0.41% | Q4 2017 | Q4 2021 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.15% | 0.20% | 0.26% | Q2 2013 | Q2 2016 | 13 |
EDGE ASSET MANAGEMENT, INC | 13 | 13 | 0.03% | 0.45% | 0.60% | Q2 2013 | Q2 2016 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 13 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.11% | 0.25% | Q2 2019 | Q3 2023 | 13 |
ARKANSAS FINANCIAL GROUP, INC. | 13 | 13 | 0.09% | 0.14% | 0.18% | Q3 2020 | Q3 2023 | 13 |
J. L. Bainbridge & Co., Inc. | 12 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2023 | 13 |
FORA Capital, LLC | 11 | 1 | 0.02% | 0.38% | 0.81% | Q4 2019 | Q3 2023 | 13 |
St. James Investment Company, LLC | 13 | 13 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Hemenway Trust Co LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q1 2022 | 13 |
Salomon & Ludwin, LLC | 7 | 6 | 0.01% | 0.12% | 0.25% | Q4 2018 | Q3 2023 | 13 |
WELCH & FORBES LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Yorktown Management & Research Co Inc | 7 | 3 | 0.06% | 0.10% | 0.21% | Q2 2013 | Q3 2021 | 13 |
Supplemental Annuity Collective Trust of NJ | 13 | 13 | 0.23% | 0.27% | 0.31% | Q1 2014 | Q1 2017 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
MUFG Securities EMEA plc | 5 | 1 | 0.00% | 0.21% | 0.44% | Q3 2017 | Q4 2021 | 13 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q4 2020 | 13 |
ERn Financial, LLC | 13 | 13 | 0.14% | 0.20% | 0.28% | Q4 2018 | Q4 2021 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 1.06% | 1.37% | 1.74% | Q4 2015 | Q4 2018 | 13 |
LAKE STREET PRIVATE WEALTH, LLC | 13 | 13 | 0.43% | 0.50% | 0.72% | Q1 2019 | Q1 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
NWAM LLC | 12 | 1 | 0.03% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Arden Trust Co | 12 | 1 | 0.03% | 0.12% | 0.24% | Q2 2019 | Q4 2023 | 13 |
Venture Visionary Partners LLC | 12 | 1 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 13 |
BENJAMIN EDWARDS INC | 13 | 13 | 0.01% | 0.08% | 0.46% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q3 2022 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q2 2016 | 13 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.18% | 0.61% | Q4 2013 | Q4 2022 | 13 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.17% | 0.58% | Q3 2013 | Q4 2022 | 13 |
Magnetar Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q2 2023 | 13 |
Altavista Wealth Management, Inc. | 7 | 1 | 0.05% | 0.12% | 0.19% | Q3 2013 | Q1 2021 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q2 2018 | 13 |
Nippon Life Global Investors Americas, Inc. | 10 | 1 | 0.34% | 0.78% | 1.24% | Q4 2015 | Q2 2022 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 13 |
Liberty Capital Management, Inc. | 6 | 1 | 0.02% | 0.06% | 0.08% | Q3 2016 | Q4 2022 | 13 |
EXANE DERIVATIVES | 6 | 2 | 0.00% | 0.05% | 0.22% | Q3 2015 | Q2 2022 | 13 |
Tidal Investments LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Procyon Advisors, LLC | 6 | 3 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 13 |
Eudaimonia Partners, LLC | 8 | 1 | 0.05% | 0.17% | 0.28% | Q4 2019 | Q2 2023 | 13 |
Versor Investments LP | 5 | 2 | 0.01% | 0.11% | 0.33% | Q4 2017 | Q3 2023 | 13 |
EDMP, INC. | 7 | 1 | 0.20% | 0.31% | 0.46% | Q4 2013 | Q1 2020 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.13% | 0.19% | 0.23% | Q1 2012 | Q3 2023 | 13 |
MASTRAPASQUA ASSET MANAGEMENT INC | 13 | 13 | 0.65% | 1.31% | 1.55% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Perpetual Ltd | 8 | 2 | 0.02% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 13 |
RKL Wealth Management LLC | 13 | 13 | 0.05% | 0.11% | 0.19% | Q1 2016 | Q1 2019 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Cutter & CO Brokerage, Inc. | 10 | 3 | 0.12% | 0.48% | 1.36% | Q2 2013 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.12% | 0.19% | 0.38% | Q4 2020 | Q4 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 7 | 2 | 0.00% | 0.39% | 0.96% | Q4 2014 | Q4 2021 | 13 |
Fernwood Investment Management, LLC | 12 | 1 | 0.08% | 0.09% | 0.10% | Q3 2019 | Q2 2023 | 13 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 13 |
Strategic Advisors LLC | 13 | 13 | 0.69% | 0.94% | 1.06% | Q2 2013 | Q2 2016 | 13 |
Stearns Financial Services Group | 6 | 1 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q3 2020 | 13 |
Palestra Capital Management LLC | 8 | 2 | 2.64% | 4.95% | 8.90% | Q2 2018 | Q2 2022 | 13 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Independent Portfolio Consultants, Inc. | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q2 2017 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.05% | 0.15% | 0.20% | Q2 2013 | Q1 2016 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 0.12% | 0.21% | 0.38% | Q4 2020 | Q3 2023 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.03% | 0.21% | 0.72% | Q4 2018 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FRED ALGER MANAGEMENT, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 12 |
TMD Wealth Management, LLC | 12 | 12 | 0.10% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Telos Capital Management, Inc. | 7 | 1 | 0.03% | 0.48% | 1.04% | Q2 2013 | Q4 2022 | 12 |
J. Goldman & Co LP | 3 | 1 | 0.16% | 0.68% | 1.28% | Q3 2013 | Q2 2021 | 12 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.08% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
COMMUNITY TRUST & INVESTMENT CO | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.03% | 0.07% | 0.15% | Q4 2016 | Q3 2019 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.11% | 0.20% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.03% | 0.07% | 0.16% | Q4 2016 | Q3 2019 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2016 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.86% | 1.21% | 1.79% | Q4 2020 | Q3 2023 | 12 |
First Capital Advisors Group, LLC. | 8 | 1 | 0.01% | 0.17% | 0.32% | Q1 2017 | Q2 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.03% | 0.08% | 0.16% | Q4 2016 | Q3 2019 | 12 |
BCK Partners, Inc. | 12 | 12 | 0.19% | 0.26% | 0.33% | Q4 2020 | Q3 2023 | 12 |
One Charles Private Wealth Services, LLC | 10 | 2 | 0.16% | 0.24% | 0.33% | Q2 2020 | Q3 2023 | 12 |
BRIGHTON JONES LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Sciencast Management LP | 3 | 1 | 0.06% | 0.43% | 0.94% | Q1 2017 | Q2 2023 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.02% | 0.11% | 0.18% | Q3 2017 | Q2 2020 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.12% | 0.15% | 0.18% | Q3 2013 | Q2 2016 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.90% | 1.36% | 1.88% | Q4 2020 | Q3 2023 | 12 |
Mayfair Advisory Group, LLC | 12 | 12 | 0.60% | 1.00% | 1.33% | Q4 2020 | Q3 2023 | 12 |
Csenge Advisory Group | 8 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.25% | 0.44% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Corrigan Financial, Inc. | 6 | 1 | 0.06% | 0.11% | 0.17% | Q3 2018 | Q1 2022 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 0.15% | 0.26% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.05% | 0.08% | 0.14% | Q4 2018 | Q3 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Stokes Family Office, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Regent Peak Wealth Advisors LLC | 10 | 1 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2022 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.04% | 0.09% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.12% | 0.19% | 0.36% | Q4 2020 | Q3 2023 | 12 |
BRASADA CAPITAL MANAGEMENT, LP | 12 | 12 | 0.09% | 0.18% | 0.23% | Q1 2020 | Q4 2022 | 12 |
SHUFRO ROSE & CO LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 12 |
CAPE ANN SAVINGS BANK | 6 | 1 | 0.18% | 0.24% | 0.29% | Q2 2018 | Q4 2021 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.23% | 0.70% | Q3 2012 | Q3 2023 | 12 |
Bedel Financial Consulting, Inc. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2022 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Biechele Royce Advisors | 12 | 12 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 0.23% | 0.44% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Partners Group Holding AG | 12 | 12 | 1.43% | 4.37% | 6.28% | Q2 2013 | Q1 2016 | 12 |
Prime Capital Investment Advisors, LLC | 11 | 1 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 12 |
David J Yvars Group | 12 | 12 | 0.23% | 0.32% | 0.49% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.01% | 0.18% | 0.35% | Q2 2016 | Q2 2020 | 12 |
D.B. Root & Company, LLC | 12 | 12 | 0.18% | 0.31% | 0.54% | Q4 2020 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.08% | 0.16% | 0.21% | Q2 2013 | Q1 2016 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.97% | 1.27% | 1.46% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
WAYCROSS PARTNERS, LLC | 12 | 12 | 1.08% | 1.46% | 2.17% | Q4 2020 | Q3 2023 | 12 |
DUALITY ADVISERS, LP | 3 | 1 | 0.01% | 0.26% | 0.69% | Q4 2018 | Q3 2023 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.18% | 0.30% | 0.40% | Q4 2020 | Q3 2023 | 12 |
LOEB PARTNERS CORP | 12 | 12 | 0.15% | 0.42% | 0.80% | Q4 2013 | Q3 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.51% | 0.63% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.13% | 0.50% | 1.13% | Q1 2014 | Q3 2019 | 12 |
Pensionfund DSM Netherlands | 10 | 2 | 0.12% | 0.35% | 0.44% | Q2 2013 | Q4 2021 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
REAVES W H & CO INC | 12 | 12 | 0.21% | 1.62% | 2.29% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q1 2016 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.73% | 0.84% | 0.99% | Q4 2018 | Q3 2021 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q1 2019 | 12 |
Highstreet Asset Management Inc. | 12 | 12 | 0.02% | 0.14% | 0.46% | Q1 2017 | Q4 2019 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.01% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 12 |
MOODY LYNN & LIEBERSON, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
FORTEM FINANCIAL GROUP, LLC | 12 | 12 | 0.24% | 0.72% | 1.09% | Q2 2019 | Q1 2022 | 12 |
HBK INVESTMENTS L P | 9 | 1 | 0.00% | 0.25% | 0.52% | Q2 2013 | Q4 2019 | 12 |
Private Portfolio Partners LLC | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Seascape Capital Management | 12 | 12 | 0.20% | 0.34% | 0.43% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.17% | 0.26% | 0.65% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q1 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AGF Investments LLC | 5 | 3 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2022 | 12 |
Randolph Co Inc | 8 | 4 | 2.14% | 3.16% | 4.06% | Q2 2013 | Q4 2019 | 12 |
Willow Creek Wealth Management Inc. | 12 | 12 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q2 2023 | 12 |
Lehman & Derafelo Financial Resources LLC | 8 | 1 | 0.06% | 0.08% | 0.12% | Q4 2018 | Q4 2022 | 12 |
First Pacific Financial | 12 | 12 | 0.26% | 0.34% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.54% | 0.58% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q3 2023 | 12 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.15% | 1.80% | Q3 2014 | Q1 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 12 |
EP Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.02% | 0.64% | 1.52% | Q1 2016 | Q3 2023 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.16% | 0.25% | 0.45% | Q1 2013 | Q3 2015 | 11 |
DREMAN VALUE MANAGEMENT, L L C | 10 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2016 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q4 2015 | 11 |
FULLER & THALER ASSET MANAGEMENT, INC. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 11 |
FIRST NATIONAL BANK SIOUX FALLS | 11 | 11 | 0.07% | 0.08% | 0.08% | Q1 2014 | Q3 2016 | 11 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.69% | 1.72% | Q2 2013 | Q3 2021 | 11 |
THOMAS WHITE INTERNATIONAL LTD | 11 | 11 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2015 | 11 |
ALTA CAPITAL MANAGEMENT LLC/ | 11 | 11 | 0.02% | 0.84% | 2.08% | Q2 2013 | Q4 2015 | 11 |
BAR HARBOR TRUST SERVICES | 11 | 11 | 0.00% | 0.43% | 0.57% | Q4 2019 | Q2 2022 | 11 |
NORTHSTAR ASSET MANAGEMENT LLC | 11 | 11 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q4 2022 | 11 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 8 | 3 | 0.03% | 0.30% | 0.45% | Q2 2013 | Q4 2016 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2015 | 11 |
LUMINUS MANAGEMENT LLC | 4 | 1 | 0.24% | 1.35% | 3.20% | Q4 2013 | Q2 2017 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Azimuth Capital Management LLC | 9 | 1 | 0.02% | 0.07% | 0.11% | Q3 2013 | Q4 2017 | 11 |
Wintergreen Advisers | 11 | 11 | 0.20% | 0.50% | 1.51% | Q2 2013 | Q4 2015 | 11 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.05% | 0.17% | Q1 2017 | Q2 2023 | 11 |
COMERICA SECURITIES INC | 10 | 1 | 0.36% | 0.50% | 0.92% | Q4 2014 | Q3 2018 | 11 |
Ninety One UK Ltd | 11 | 11 | 0.46% | 0.83% | 1.09% | Q1 2017 | Q3 2019 | 11 |
Argent Advisors, Inc. | 6 | 5 | 0.10% | 0.21% | 0.46% | Q4 2019 | Q2 2023 | 11 |
Convergence Investment Partners, LLC | 7 | 1 | 0.10% | 0.19% | 0.56% | Q2 2013 | Q1 2020 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.02% | 0.09% | Q2 2021 | Q4 2023 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q1 2022 | 11 |
Ninety One SA (PTY) Ltd | 11 | 11 | 0.02% | 0.44% | 0.94% | Q2 2017 | Q4 2019 | 11 |
abrdn Investment Management Ltd | 7 | 4 | 0.00% | 0.17% | 0.66% | Q2 2013 | Q2 2017 | 11 |
PointState Capital LP | 4 | 1 | 0.09% | 0.93% | 2.87% | Q2 2016 | Q4 2019 | 11 |
Soroban Capital Partners LP | 9 | 2 | 2.23% | 5.27% | 8.49% | Q2 2017 | Q1 2020 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.22% | 0.51% | Q3 2016 | Q3 2023 | 11 |
Hendershot Investments Inc. | 11 | 11 | 0.04% | 0.10% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Alerus Investment Advisors Corp | 11 | 11 | 0.05% | 0.77% | 0.95% | Q2 2013 | Q4 2015 | 11 |
Smith & Howard Wealth Management, LLC | 8 | 1 | 0.10% | 0.14% | 0.21% | Q4 2018 | Q4 2021 | 11 |
Samalin Investment Counsel, LLC | 10 | 1 | 0.14% | 0.17% | 0.20% | Q4 2019 | Q4 2022 | 11 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 9 | 1 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2022 | 11 |
Aft, Forsyth & Sober, LLC | 11 | 11 | 0.40% | 0.48% | 0.53% | Q1 2021 | Q3 2023 | 11 |
Buckingham Capital Management, Inc. | 10 | 1 | 0.03% | 0.20% | 0.26% | Q2 2013 | Q1 2022 | 11 |
Covington Investment Advisors Inc. | 11 | 11 | 0.72% | 0.86% | 0.97% | Q1 2021 | Q3 2023 | 11 |
Advocacy Wealth Management Services, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 11 |
Foundry Partners, LLC | 11 | 11 | 0.49% | 0.76% | 1.24% | Q4 2013 | Q2 2016 | 11 |
Alpha Cubed Investments, LLC | 8 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Interval Partners, LP | 3 | 1 | 0.09% | 0.47% | 1.25% | Q1 2015 | Q2 2021 | 11 |
GeoWealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 11 |
Dakota Wealth Management | 7 | 4 | 0.04% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ninety One North America, Inc. | 11 | 11 | 0.17% | 0.29% | 0.35% | Q1 2017 | Q3 2019 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.12% | 0.22% | 0.38% | Q1 2014 | Q1 2017 | 11 |
NS Partners Ltd | 9 | 2 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q2 2019 | 11 |
Douglas Lane & Associates, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Premier Fund Managers Ltd | 11 | 11 | 0.10% | 0.13% | 0.20% | Q2 2020 | Q4 2022 | 11 |
Transform Wealth, LLC | 8 | 3 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 11 |
SIMON QUICK ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.09% | 0.16% | 0.79% | Q4 2017 | Q2 2020 | 11 |
Blueshift Asset Management, LLC | 5 | 1 | 0.02% | 0.17% | 0.49% | Q1 2019 | Q3 2023 | 11 |
Banco de Sabadell, S.A | 11 | 11 | 0.33% | 0.74% | 1.17% | Q4 2017 | Q2 2020 | 11 |
Nan Shan Life Insurance Co., Ltd. | 11 | 11 | 0.28% | 1.51% | 4.32% | Q4 2013 | Q2 2016 | 11 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2023 | 11 |
Biltmore Family Office, LLC | 7 | 1 | 0.06% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 8 | 3 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.40% | 0.46% | 0.56% | Q4 2018 | Q2 2021 | 11 |
Hotaling Investment Management, LLC | 11 | 11 | 0.13% | 0.15% | 0.18% | Q2 2020 | Q4 2022 | 11 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 3 | 0.12% | 0.16% | 0.28% | Q2 2019 | Q3 2023 | 11 |
BMT Investment Advisors | 11 | 11 | 1.13% | 1.18% | 1.28% | Q3 2017 | Q1 2020 | 11 |
JBJ Investment Partners, LLC | 7 | 4 | 0.01% | 0.18% | 0.33% | Q1 2019 | Q4 2021 | 11 |
Wealth Alliance | 8 | 1 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.08% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 11 |
S.A. Mason LLC | 11 | 11 | 0.38% | 0.46% | 0.54% | Q1 2021 | Q3 2023 | 11 |
PBMares Wealth Management LLC | 11 | 11 | 0.13% | 0.33% | 0.54% | Q4 2019 | Q2 2022 | 11 |
Capital Wealth Alliance, LLC | 10 | 1 | 0.16% | 0.19% | 0.23% | Q4 2019 | Q4 2022 | 11 |
Trinity Financial Advisors LLC | 6 | 5 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Sage Mountain Advisors LLC | 7 | 4 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.29% | 0.39% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.29% | 0.41% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Allegheny Financial Group LTD | 10 | 1 | 0.28% | 0.41% | 0.48% | Q4 2020 | Q3 2023 | 11 |
Constitution Capital LLC | 11 | 11 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q2 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.08% | 0.33% | 0.67% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.53% | 0.68% | 1.01% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.07% | 0.34% | Q4 2022 | Q3 2023 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 0.66% | 0.90% | 1.13% | Q1 2021 | Q3 2023 | 11 |
DEERE & CO | 8 | 1 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q3 2016 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.71% | 0.82% | 0.92% | Q2 2020 | Q4 2022 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.23% | 0.38% | 0.68% | Q2 2013 | Q4 2015 | 11 |
CAPITAL ADVISORS INC/OK | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2020 | 11 |
DOLIVER ADVISORS, LP | 7 | 4 | 0.08% | 0.12% | 0.17% | Q4 2019 | Q4 2023 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.17% | 0.42% | 0.72% | Q2 2013 | Q4 2015 | 11 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.22% | 0.68% | 1.11% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Cambria Investment Management, L.P. | 10 | 10 | 0.63% | 0.79% | 1.25% | Q2 2017 | Q3 2019 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 10 |
NorthRock Partners, LLC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Institute for Wealth Management, LLC. | 8 | 2 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q4 2022 | 10 |
MAVERICK CAPITAL LTD | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 10 |
Hudson Value Partners, LLC | 10 | 10 | 0.17% | 0.21% | 0.23% | Q4 2020 | Q1 2023 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.02% | 0.02% | 0.06% | Q4 2014 | Q1 2017 | 10 |
TRH Financial, LLC | 9 | 1 | 0.08% | 0.17% | 0.27% | Q4 2019 | Q2 2022 | 10 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 6 | 4 | 0.09% | 0.43% | 1.09% | Q4 2020 | Q3 2023 | 10 |
MU Investments Co., Ltd. | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2015 | 10 |
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC | 10 | 10 | 0.76% | 0.93% | 1.06% | Q2 2013 | Q3 2015 | 10 |
GLENVIEW STATE BANK TRUST DEPT. | 5 | 1 | 0.09% | 0.10% | 0.11% | Q3 2018 | Q2 2021 | 10 |
BT Wealth Management LLC | 10 | 10 | 0.41% | 0.48% | 0.57% | Q4 2018 | Q1 2021 | 10 |
Grove Bank & Trust | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 10 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 3 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q1 2016 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
PECAUT & CO. | 10 | 10 | 0.32% | 0.38% | 0.46% | Q4 2013 | Q1 2016 | 10 |
WHALEROCK POINT PARTNERS, LLC | 10 | 10 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q4 2022 | 10 |
Argentus Capital Management, LLC | 7 | 3 | 0.02% | 0.25% | 0.42% | Q2 2013 | Q1 2016 | 10 |
Cedar Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
CHURCHILL MANAGEMENT Corp | 6 | 4 | 0.02% | 0.07% | 0.20% | Q3 2013 | Q2 2019 | 10 |
Morningstar Investment Services LLC | 6 | 1 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2016 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Robertson Stephens Wealth Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 4 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 10 |
BBVA USA Bancshares, Inc. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2021 | 10 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.01% | 0.20% | 0.86% | Q3 2014 | Q1 2023 | 10 |
Grandview Asset Management LLC | 6 | 1 | 0.45% | 0.53% | 0.62% | Q4 2020 | Q3 2023 | 10 |
UBS OCONNOR LLC | 6 | 1 | 0.00% | 0.17% | 0.55% | Q2 2013 | Q3 2017 | 10 |
Realta Investment Advisors | 6 | 4 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q2 2022 | 10 |
Gratus Capital, LLC | 5 | 1 | 0.03% | 0.11% | 0.20% | Q4 2020 | Q3 2023 | 10 |
Glenview Capital Management | 10 | 10 | 0.52% | 1.11% | 1.42% | Q4 2020 | Q1 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q1 2018 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.04% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Keebeck Wealth Management, LLC | 10 | 10 | 0.29% | 0.37% | 0.47% | Q4 2019 | Q1 2022 | 10 |
Berkshire Bank | 10 | 10 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2022 | 10 |
SCOUT INVESTMENTS, INC. | 10 | 10 | 0.26% | 0.50% | 0.68% | Q4 2016 | Q1 2019 | 10 |
Natixis Investment Managers International | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q2 2022 | 10 |
CAMBIAR INVESTORS LLC | 4 | 1 | 0.07% | 1.04% | 1.90% | Q1 2013 | Q4 2016 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2015 | 10 |
ACIMA PRIVATE WEALTH, LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 10 |
Bayesian Capital Management, LP | 4 | 1 | 0.07% | 0.21% | 0.42% | Q2 2016 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NATIONAL PENN INVESTORS TRUST CO /PA | 10 | 10 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q4 2015 | 10 |
WATER ISLAND CAPITAL LLC | 10 | 10 | 0.08% | 0.24% | 0.52% | Q1 2017 | Q2 2019 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.70% | 0.87% | 0.98% | Q4 2019 | Q1 2022 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.03% | 0.08% | Q1 2020 | Q2 2022 | 10 |
Alberta Investment Management Corp | 8 | 1 | 0.00% | 0.13% | 0.22% | Q2 2016 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.34% | 0.46% | 0.63% | Q1 2021 | Q3 2023 | 10 |
Wambolt & Associates, LLC | 10 | 10 | 0.13% | 0.20% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Teza Capital Management LLC | 3 | 1 | 0.05% | 0.31% | 0.95% | Q4 2016 | Q1 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Profit Investment Management, LLC | 10 | 10 | 0.13% | 0.18% | 0.21% | Q3 2020 | Q4 2022 | 10 |
WOLFF WIESE MAGANA LLC | 9 | 1 | 0.00% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Ziegler Capital Management, LLC | 8 | 2 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2021 | 10 |
Artisan Partners Limited Partnership | 4 | 1 | 0.01% | 0.06% | 0.18% | Q1 2019 | Q4 2022 | 10 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.05% | 0.08% | 0.12% | Q2 2018 | Q2 2023 | 10 |
Semper Trust Co. | 9 | 1 | 0.35% | 0.64% | 1.25% | Q2 2013 | Q4 2015 | 10 |
Varma Mutual Pension Insurance Co | 9 | 1 | 0.06% | 0.17% | 0.35% | Q1 2021 | Q3 2023 | 10 |
TWINBEECH CAPITAL LP | 5 | 1 | 0.03% | 0.32% | 1.04% | Q1 2020 | Q2 2023 | 10 |
Stadion Money Management, LLC | 10 | 10 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.07% | 0.14% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Staton Financial Advisors, LLC | 10 | 10 | 0.35% | 0.83% | 1.31% | Q1 2015 | Q2 2017 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 2 | 0.04% | 0.15% | 0.43% | Q4 2014 | Q3 2023 | 10 |
Anchor Bolt Capital, LP | 8 | 1 | 0.24% | 0.92% | 1.38% | Q1 2016 | Q2 2019 | 10 |
HEADINVEST, LLC | 6 | 1 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 7 | 2 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q2 2023 | 9 |
Unison Advisors LLC | 9 | 9 | 1.26% | 1.58% | 1.90% | Q4 2017 | Q4 2019 | 9 |
Concert Wealth Management Inc. | 6 | 1 | 0.03% | 0.04% | 0.07% | Q3 2014 | Q1 2017 | 9 |
AlphaOne Investment Services, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
LITTLE HOUSE CAPITAL LLC | 9 | 9 | 0.24% | 0.38% | 0.47% | Q2 2021 | Q2 2023 | 9 |
EQUITABLE TRUST CO | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 9 |
Jupiter Investment Management Ltd | 3 | 1 | 0.00% | 0.14% | 0.43% | Q2 2013 | Q4 2019 | 9 |
One River Asset Management, LLC | 4 | 4 | 0.01% | 0.07% | 0.23% | Q4 2022 | Q3 2023 | 9 |
Tillar-Wenstrup Advisors, LLC | 9 | 9 | 1.76% | 2.15% | 2.52% | Q4 2013 | Q4 2015 | 9 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 5 | 4 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Arbor Wealth Management, LLC | 6 | 3 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q4 2021 | 9 |
Bredin Investment LLC | 9 | 9 | 0.72% | 0.90% | 1.12% | Q4 2017 | Q4 2019 | 9 |
MILES CAPITAL, INC. | 9 | 9 | 0.26% | 0.38% | 0.56% | Q2 2013 | Q2 2015 | 9 |
SkyView Investment Advisors, LLC | 9 | 9 | 0.06% | 0.22% | 0.52% | Q4 2020 | Q4 2022 | 9 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.01% | 0.12% | 0.28% | Q1 2014 | Q4 2019 | 9 |
Wellington Shields Capital Management, LLC | 9 | 9 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q2 2015 | 9 |
RMR Wealth Builders | 4 | 1 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q4 2022 | 9 |
INVESTORS TRUST INC | 9 | 9 | 0.09% | 1.47% | 2.04% | Q2 2013 | Q2 2015 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 9 |
Talara Capital Management, LLC | 9 | 9 | 0.55% | 2.60% | 3.82% | Q4 2014 | Q4 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.14% | 0.28% | Q2 2013 | Q2 2015 | 9 |
Clear Perspective Advisors, LLC | 8 | 1 | 0.10% | 0.13% | 0.16% | Q4 2016 | Q1 2019 | 9 |
Quad-Cities Investment Group, LLC | 6 | 3 | 0.14% | 0.19% | 0.24% | Q2 2018 | Q2 2021 | 9 |
Seelaus Asset Management LLC | 7 | 1 | 0.18% | 0.23% | 0.32% | Q4 2017 | Q1 2022 | 9 |
CWS Financial Advisors, LLC | 4 | 1 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q4 2022 | 9 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 4 | 0.01% | 0.22% | 0.60% | Q4 2013 | Q4 2017 | 9 |
ICON ADVISERS INC/CO | 9 | 9 | 0.04% | 0.28% | 0.92% | Q2 2013 | Q2 2015 | 9 |
WealthTrust Axiom LLC | 7 | 1 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2023 | 9 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.16% | Q4 2019 | Q3 2023 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.19% | 0.31% | 0.40% | Q2 2013 | Q2 2015 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.21% | 0.26% | 0.30% | Q1 2021 | Q1 2023 | 9 |
Trust CO of the Ozarks | 9 | 9 | 0.07% | 0.11% | 0.13% | Q3 2013 | Q3 2015 | 9 |
McKinley Carter Wealth Services, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
EPIQ PARTNERS, LLC | 7 | 1 | 0.10% | 0.13% | 0.15% | Q4 2020 | Q2 2023 | 9 |
ARGENT TRUST COMPANY, N.A. | 9 | 9 | 0.11% | 0.13% | 0.15% | Q3 2013 | Q3 2015 | 9 |
Valley Brook Capital Group, Inc. | 7 | 1 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q2 2023 | 9 |
Copeland Capital Management, LLC | 9 | 9 | 0.09% | 0.19% | 0.27% | Q2 2013 | Q2 2015 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 9 |
CRAMER ROSENTHAL MCGLYNN LLC | 9 | 9 | 0.05% | 1.03% | 1.53% | Q4 2015 | Q4 2017 | 9 |
Pensionfund Sabic | 6 | 3 | 0.38% | 0.48% | 0.58% | Q1 2015 | Q4 2023 | 9 |
GAM SYSTEMATIC LLP | 7 | 2 | 0.01% | 0.08% | 0.15% | Q4 2014 | Q3 2017 | 9 |
HOWARD FINANCIAL SERVICES, LTD. | 9 | 9 | 0.08% | 0.13% | 0.18% | Q3 2021 | Q3 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 9 |
CAAS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.06% | 0.31% | Q3 2020 | Q3 2023 | 9 |
MBL Wealth, LLC | 7 | 2 | 0.07% | 0.13% | 0.29% | Q4 2020 | Q3 2023 | 9 |
INVERNESS COUNSEL LLC /NY/ | 9 | 9 | 0.03% | 0.47% | 0.84% | Q3 2020 | Q3 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Quantum Capital Management, LLC / NJ | 9 | 9 | 0.72% | 1.65% | 3.12% | Q2 2013 | Q2 2015 | 9 |
Sunflower Bank, N.A. | 9 | 9 | 0.08% | 0.12% | 0.15% | Q3 2020 | Q3 2022 | 9 |
Sawyer & Company, Inc | 9 | 9 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q4 2019 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
AEGON ASSET MANAGEMENT UK PLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 9 |
Euclid Advisors LLC | 6 | 1 | 0.04% | 0.14% | 0.20% | Q2 2013 | Q2 2016 | 9 |
FormulaFolio Investments, LLC | 7 | 2 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2020 | 9 |
ELCO Management Co., LLC | 7 | 2 | 0.11% | 0.16% | 0.24% | Q2 2018 | Q3 2020 | 9 |
RAMSEY ASSET MANAGEMENT | 9 | 9 | 1.23% | 1.44% | 1.63% | Q2 2013 | Q2 2015 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.37% | 0.63% | 0.74% | Q3 2021 | Q3 2023 | 9 |
TIEMANN INVESTMENT ADVISORS, LLC | 6 | 1 | 0.10% | 0.12% | 0.17% | Q1 2019 | Q4 2022 | 9 |
Symmetry Investments LP | 4 | 2 | 0.21% | 2.00% | 5.09% | Q4 2020 | Q3 2023 | 9 |
Johnson Bixby & Associates, LLC | 7 | 1 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q2 2023 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 7 | 2 | 0.51% | 0.64% | 0.82% | Q2 2013 | Q3 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.32% | 0.55% | 0.87% | Q4 2020 | Q1 2023 | 9 |
Indie Asset Partners, LLC | 7 | 1 | 0.18% | 0.22% | 0.28% | Q4 2020 | Q2 2023 | 9 |
Cadence Bank | 5 | 4 | 0.20% | 0.29% | 0.41% | Q4 2017 | Q3 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.08% | 0.22% | Q2 2015 | Q3 2023 | 9 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 8 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 9 |
SignalPoint Asset Management, LLC | 9 | 9 | 0.17% | 0.24% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Arabesque Asset Management Ltd | 5 | 1 | 0.30% | 1.17% | 1.88% | Q4 2018 | Q4 2022 | 9 |
INTEGRATED WEALTH COUNSEL, LLC | 7 | 2 | 0.03% | 0.37% | 0.64% | Q2 2013 | Q4 2016 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Foyston, Gordon, & Payne Inc | 9 | 9 | 1.10% | 1.49% | 1.86% | Q2 2013 | Q2 2015 | 9 |
Bell Bank | 6 | 3 | 0.03% | 0.40% | 1.17% | Q4 2015 | Q3 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 9 | 9 | 0.04% | 0.13% | 0.32% | Q1 2021 | Q1 2023 | 9 |
Cinctive Capital Management LP | 5 | 1 | 0.09% | 0.46% | 1.53% | Q4 2019 | Q4 2022 | 9 |
Red Door Wealth Management, LLC | 4 | 1 | 0.07% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 9 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2022 | 9 |
B & T Capital Management DBA Alpha Capital Management | 9 | 9 | 2.02% | 2.50% | 3.16% | Q2 2013 | Q2 2015 | 9 |
Tandem Investment Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 9 |
Integrated Wealth Management | 9 | 9 | 0.08% | 0.10% | 0.12% | Q1 2015 | Q1 2017 | 9 |
Swedbank | 9 | 9 | 0.42% | 0.55% | 0.73% | Q4 2018 | Q4 2020 | 9 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 9 | 9 | 0.54% | 1.07% | 1.41% | Q3 2018 | Q3 2020 | 9 |
Souders Financial Advisors | 9 | 9 | 0.63% | 0.78% | 0.94% | Q4 2020 | Q4 2022 | 9 |
NICHOLS & PRATT ADVISERS LLP /MA | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q2 2016 | 9 |
OMERS ADMINISTRATION Corp | 7 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2018 | 9 |
Birch Hill Investment Advisors LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NUANCE INVESTMENTS, LLC | 6 | 3 | 0.06% | 0.17% | 0.46% | Q2 2013 | Q3 2016 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 0.25% | 0.32% | 0.72% | Q4 2012 | Q4 2014 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 0.18% | 0.21% | 0.24% | Q4 2017 | Q4 2019 | 9 |
MERITAGE PORTFOLIO MANAGEMENT | 9 | 9 | 0.06% | 0.22% | 0.29% | Q2 2019 | Q2 2021 | 9 |
JAG CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.16% | 1.29% | Q1 2016 | Q2 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.19% | 0.24% | 0.40% | Q3 2021 | Q3 2023 | 9 |
Y-Intercept (Hong Kong) Ltd | 5 | 2 | 0.06% | 0.15% | 0.34% | Q1 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
DIXON FNANCIAL SERVICES, INC. | 8 | 8 | 0.17% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Atlas Private Wealth Management, LLC | 8 | 8 | 0.13% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Newman Dignan & Sheerar, Inc. | 7 | 1 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q4 2022 | 8 |
Tuscan Ridge Asset Management LLC | 3 | 1 | 0.05% | 0.15% | 0.45% | Q4 2018 | Q4 2019 | 8 |
180 WEALTH ADVISORS, LLC | 4 | 1 | 0.06% | 0.15% | 0.48% | Q4 2017 | Q1 2022 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.25% | 0.98% | 1.48% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
VANCE WEALTH, INC. | 8 | 8 | 0.11% | 0.22% | 0.43% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.26% | 0.41% | 0.73% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.10% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.96% | 1.16% | 1.37% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.05% | 0.40% | 2.60% | Q4 2021 | Q3 2023 | 8 |
Krane Funds Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 8 |
W ADVISORS, LLC | 8 | 8 | 0.23% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.18% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 8 |
Sage Investment Advisers LLC | 8 | 8 | 1.00% | 1.44% | 1.82% | Q4 2021 | Q3 2023 | 8 |
WealthShield Partners, LLC | 7 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.16% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.05% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.59% | 0.77% | 0.96% | Q4 2021 | Q3 2023 | 8 |
JB Capital LLC | 8 | 8 | 0.04% | 0.07% | 0.13% | Q3 2021 | Q2 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q1 2015 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.10% | 0.36% | Q4 2018 | Q2 2023 | 8 |
MARTINGALE ASSET MANAGEMENT L P | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q3 2021 | 8 |
THOMASPARTNERS, INC. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 8 |
AHL Partners LLP | 5 | 3 | 0.06% | 0.17% | 0.44% | Q3 2014 | Q4 2017 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
TODD ASSET MANAGEMENT LLC | 8 | 8 | 0.97% | 1.20% | 1.35% | Q2 2013 | Q1 2015 | 8 |
Parkwood LLC | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2013 | Q4 2017 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.25% | 0.32% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Bray Capital Advisors | 4 | 1 | 0.01% | 0.09% | 0.23% | Q4 2014 | Q3 2019 | 8 |
Investors Financial Group, LLC | 7 | 1 | 0.17% | 0.20% | 0.21% | Q4 2019 | Q4 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.09% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 8 | 0.02% | 0.34% | 0.72% | Q2 2020 | Q1 2022 | 8 |
Aurora Investment Counsel | 8 | 8 | 0.51% | 0.78% | 1.19% | Q3 2020 | Q2 2022 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.38% | 0.45% | 0.49% | Q2 2013 | Q1 2015 | 8 |
Fusion Capital, LLC | 3 | 1 | 0.12% | 0.17% | 0.24% | Q3 2020 | Q3 2023 | 8 |
Private Vista, LLC | 7 | 1 | 0.05% | 0.07% | 0.09% | Q3 2017 | Q3 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.11% | 0.19% | 0.60% | Q2 2013 | Q1 2015 | 8 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 8 |
FARLEY CAPITAL L.P. | 8 | 8 | 0.17% | 3.01% | 5.95% | Q2 2013 | Q1 2015 | 8 |
TRILLIUM ASSET MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 8 |
1st Global Advisors, Inc. | 8 | 8 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q1 2015 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
10-15 ASSOCIATES, INC. | 8 | 8 | 0.21% | 0.23% | 0.25% | Q2 2013 | Q1 2015 | 8 |
TELEMUS CAPITAL, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.02% | 0.43% | 1.66% | Q3 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.15% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.12% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
ABNER HERRMAN & BROCK LLC | 6 | 2 | 0.03% | 0.07% | 0.12% | Q4 2013 | Q3 2019 | 8 |
Tetrem Capital Management Ltd. | 8 | 8 | 1.07% | 1.63% | 2.09% | Q2 2013 | Q1 2015 | 8 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 7 | 1 | 0.25% | 0.30% | 0.38% | Q4 2013 | Q3 2016 | 8 |
Coho Partners, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 8 |
NORTH AMERICAN MANAGEMENT CORP | 8 | 8 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q2 2015 | 8 |
ArrowMark Colorado Holdings LLC | 8 | 8 | 0.02% | 0.38% | 0.54% | Q3 2013 | Q2 2015 | 8 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q1 2016 | 8 |
COOKSON PEIRCE & CO INC | 4 | 4 | 1.01% | 1.92% | 2.21% | Q2 2014 | Q4 2017 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.12% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
PRIVATE MANAGEMENT GROUP INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.55% | 0.79% | 1.09% | Q4 2021 | Q3 2023 | 8 |
NICOLET ADVISORY SERVICES, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 7 | 1 | 0.04% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 8 |
Bernardo Wealth Planning LLC | 5 | 3 | 0.11% | 0.19% | 0.27% | Q4 2018 | Q4 2020 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.12% | 0.13% | 0.16% | Q4 2014 | Q3 2016 | 8 |
Hayden Royal, LLC | 8 | 8 | 0.16% | 0.23% | 0.34% | Q4 2018 | Q3 2020 | 8 |
BEAM WEALTH ADVISORS, INC. | 8 | 8 | 0.66% | 0.92% | 1.10% | Q4 2019 | Q3 2021 | 8 |
Yellowstone Partners, LLC | 6 | 2 | 0.15% | 0.25% | 0.44% | Q2 2015 | Q4 2017 | 8 |
Dorsey Wright & Associates | 8 | 8 | 0.07% | 0.12% | 0.18% | Q4 2016 | Q3 2018 | 8 |
CLEARBRIDGE, LLC | 8 | 8 | 0.66% | 1.56% | 1.81% | Q2 2013 | Q1 2015 | 8 |
RIVER GLOBAL INVESTORS LLP | 8 | 8 | 0.33% | 2.72% | 5.86% | Q2 2013 | Q1 2015 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.06% | 0.29% | 0.56% | Q1 2020 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.78% | 0.96% | 1.15% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.34% | 0.42% | 0.50% | Q2 2013 | Q1 2015 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.01% | 1.97% | 3.16% | Q4 2013 | Q3 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.06% | 0.41% | 0.64% | Q2 2013 | Q1 2015 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 1.83% | 2.10% | 2.34% | Q2 2013 | Q1 2015 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.18% | 0.23% | 0.33% | Q2 2013 | Q1 2015 | 8 |
SPRENG CAPITAL MANAGEMENT, INC. | 6 | 2 | 0.14% | 0.18% | 0.26% | Q4 2019 | Q1 2022 | 8 |
Pegasus Partners Ltd. | 8 | 8 | 0.04% | 0.14% | 0.24% | Q4 2019 | Q3 2021 | 8 |
Winfield Associates, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2017 | 8 |
Opus Capital Group, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2015 | 8 |
JD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.20% | 0.51% | 0.82% | Q1 2014 | Q4 2014 | 8 |
CULBERTSON A N & CO INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Pallas Capital Advisors LLC | 8 | 8 | 0.02% | 0.14% | 0.69% | Q2 2021 | Q1 2023 | 8 |
CHARTWELL INVESTMENT PARTNERS, LLC | 8 | 8 | 0.01% | 0.06% | 0.14% | Q2 2014 | Q1 2016 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 0.52% | 0.66% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.29% | 0.35% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q4 2022 | 8 |
NFJ INVESTMENT GROUP, LLC | 8 | 8 | 0.94% | 1.18% | 1.34% | Q1 2021 | Q4 2022 | 8 |
Ally Financial Inc. | 6 | 2 | 0.08% | 0.19% | 0.38% | Q3 2019 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
NTV ASSET MANAGEMENT LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
CSM Advisors, LLC | 8 | 8 | 0.76% | 0.94% | 1.88% | Q1 2021 | Q4 2022 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.10% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.05% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.17% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Gerstein Fisher | 6 | 1 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2016 | 8 |
Beech Hill Advisors, Inc. | 5 | 3 | 0.14% | 0.17% | 0.22% | Q2 2016 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.36% | 0.46% | 0.63% | Q4 2021 | Q3 2023 | 8 |
INSIGHT 2811, INC. | 7 | 7 | 0.02% | 0.17% | 0.28% | Q2 2013 | Q4 2014 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.07% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.21% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.04% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Chemistry Wealth Management LLC | 7 | 7 | 0.29% | 0.37% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Retirement Planning Co of New England, Inc. | 7 | 7 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q2 2023 | 7 |
SPC Financial, Inc. | 5 | 1 | 0.06% | 0.09% | 0.12% | Q2 2014 | Q3 2016 | 7 |
TCF National Bank | 7 | 7 | 0.09% | 0.10% | 0.14% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 7 |
Senator Investment Group LP | 3 | 1 | 0.90% | 2.12% | 4.09% | Q4 2014 | Q2 2021 | 7 |
SAMLYN CAPITAL, LLC | 5 | 2 | 0.01% | 0.09% | 0.31% | Q1 2019 | Q3 2021 | 7 |
Baker Avenue Asset Management, LP | 4 | 3 | 0.00% | 0.20% | 0.50% | Q1 2014 | Q3 2023 | 7 |
Great Diamond Partners, LLC | 5 | 1 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q4 2022 | 7 |
Wallington Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Deane Retirement Strategies, Inc. | 5 | 1 | 0.00% | 0.77% | 1.24% | Q3 2015 | Q2 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Cardan Capital Partners, LLC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2021 | 7 |
BAKER BOYER NATIONAL BANK | 7 | 7 | 1.13% | 1.31% | 1.41% | Q4 2013 | Q2 2015 | 7 |
MARCO INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q4 2021 | 7 |
Field & Main Bank | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
Folger Hill Asset Management LP | 7 | 7 | 0.05% | 0.25% | 1.02% | Q3 2016 | Q1 2018 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q2 2021 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.11% | 0.19% | Q1 2022 | Q3 2023 | 7 |
RPG Investment Advisory, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 7 |
JARISLOWSKY, FRASER Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 7 |
O'Shares Investment Advisers, LLC | 7 | 7 | 0.09% | 0.14% | 0.24% | Q3 2020 | Q1 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2018 | 7 |
DENALI ADVISORS LLC | 4 | 3 | 0.02% | 0.13% | 0.29% | Q4 2013 | Q4 2016 | 7 |
ACCIDENT COMPENSATION CORP | 7 | 7 | 0.22% | 0.33% | 0.48% | Q4 2015 | Q2 2017 | 7 |
HENNESSY ADVISORS INC | 4 | 3 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q4 2020 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 7 |
FIELDPOINT PRIVATE ADVISORS, INC | 7 | 7 | 0.44% | 0.55% | 0.63% | Q4 2013 | Q2 2015 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.43% | 0.54% | 0.69% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 1.27% | 1.45% | 1.62% | Q2 2013 | Q4 2014 | 7 |
Wiser Wealth Management, Inc | 6 | 1 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q4 2023 | 7 |
Faithward Advisors, LLC | 5 | 2 | 0.04% | 0.05% | 0.09% | Q1 2021 | Q1 2023 | 7 |
NORTHWEST WEALTH MANAGEMENT, LLC | 6 | 1 | 0.11% | 0.15% | 0.19% | Q2 2017 | Q2 2019 | 7 |
Zions Trust, National Association | 7 | 7 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Ergoteles LLC | 4 | 3 | 0.01% | 0.11% | 0.27% | Q3 2020 | Q3 2022 | 7 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 1 | 0.04% | 0.08% | 0.13% | Q4 2017 | Q3 2019 | 7 |
PLIMOTH TRUST CO LLC | 5 | 1 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q4 2021 | 7 |
Capital Wealth Planning, LLC | 6 | 1 | 0.36% | 1.02% | 1.61% | Q3 2013 | Q4 2015 | 7 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
Airain ltd | 2 | 1 | 0.04% | 0.16% | 0.37% | Q2 2013 | Q2 2017 | 7 |
MJP ASSOCIATES INC /ADV | 6 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q4 2022 | 7 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q4 2014 | 7 |
FIRST CITIZENS BANCORPORATION INC | 7 | 7 | 0.20% | 0.22% | 0.25% | Q2 2013 | Q4 2014 | 7 |
Caption Management, LLC | 3 | 1 | 0.03% | 0.30% | 1.00% | Q4 2017 | Q3 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.19% | 0.24% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Clearstead Trust, LLC | 5 | 2 | 0.04% | 0.07% | 0.12% | Q2 2017 | Q3 2023 | 7 |
Hamilton Capital, LLC | 3 | 1 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q2 2023 | 7 |
BANK OF HAWAII | 7 | 7 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.13% | 0.40% | 0.99% | Q2 2017 | Q1 2023 | 7 |
CAHABA WEALTH MANAGEMENT, INC. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q1 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 7 |
Phocas Financial Corp. | 7 | 7 | 0.04% | 0.25% | 0.33% | Q3 2015 | Q1 2017 | 7 |
Redwood Investment Management, LLC | 5 | 1 | 0.14% | 0.22% | 0.40% | Q1 2020 | Q3 2022 | 7 |
Centenus Global Management, LP | 7 | 7 | 0.65% | 0.89% | 1.35% | Q2 2018 | Q4 2019 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.50% | 0.55% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.58% | 0.72% | 0.92% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.14% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.06% | 0.10% | 0.21% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Sonora Investment Management Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
AIA Group Ltd | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.27% | 0.33% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Family Firm, Inc. | 3 | 1 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q1 2022 | 7 |
Stanley-Laman Group, Ltd. | 6 | 1 | 0.05% | 1.11% | 1.36% | Q4 2018 | Q4 2022 | 7 |
Mendel Money Management | 7 | 7 | 0.23% | 0.27% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.29% | 0.40% | 0.48% | Q4 2013 | Q2 2015 | 7 |
Unigestion Holding SA | 6 | 1 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 3 | 0.01% | 0.12% | 0.27% | Q3 2021 | Q3 2023 | 7 |
WOODSTOCK CORP | 6 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 7 |
Costello Asset Management, INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 7 |
RENAISSANCE GROUP LLC | 7 | 7 | 0.03% | 0.77% | 1.16% | Q3 2018 | Q1 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q4 2014 | 7 |
Lebenthal Global Advisors, LLC | 6 | 1 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q4 2022 | 7 |
ClariVest Asset Management LLC | 4 | 1 | 0.00% | 0.62% | 0.92% | Q3 2014 | Q2 2019 | 7 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 1 | 0.04% | 0.06% | 0.15% | Q1 2013 | Q2 2016 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 2 | 0.28% | 0.57% | 1.35% | Q4 2014 | Q3 2018 | 7 |
Lee Financial Co | 5 | 2 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2022 | 7 |
Qtron Investments LLC | 4 | 3 | 0.06% | 0.08% | 0.14% | Q3 2020 | Q4 2022 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2023 | 7 |
Psagot Value Holdings Ltd. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Polar Capital Holdings Plc | 7 | 7 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
OAKMONT Corp | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.11% | 0.26% | Q3 2020 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.07% | 0.10% | 0.13% | Q3 2014 | Q3 2018 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
WT Wealth Management | 6 | 1 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q4 2022 | 7 |
IMA Wealth, Inc. | 6 | 1 | 0.00% | 0.07% | 0.08% | Q2 2018 | Q3 2022 | 7 |
BNC WEALTH MANAGEMENT, LLC | 4 | 1 | 0.12% | 0.14% | 0.20% | Q3 2020 | Q4 2022 | 7 |
KGH Ltd | 4 | 2 | 0.03% | 0.10% | 0.17% | Q1 2018 | Q3 2019 | 6 |
Numeric Investors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2017 | 6 |
Cullen Capital Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Candlestick Capital Management LP | 3 | 1 | 0.46% | 1.00% | 1.64% | Q3 2020 | Q1 2023 | 6 |
ACUITY INVESTMENT MANAGEMENT INC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q1 2015 | 6 |
Petix & Botte Co | 5 | 1 | 0.07% | 0.16% | 0.23% | Q3 2021 | Q2 2023 | 6 |
OLIO Financial Planning | 6 | 6 | 0.11% | 0.14% | 0.18% | Q1 2022 | Q2 2023 | 6 |
Fulcrum Asset Management LLP | 3 | 1 | 0.10% | 0.43% | 0.94% | Q2 2020 | Q1 2022 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q1 2021 | 6 |
TradeLink Global Equity LLC | 5 | 1 | 0.04% | 0.30% | 0.56% | Q2 2013 | Q4 2014 | 6 |
CARILLON TOWER ADVISERS, INC. | 6 | 6 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q2 2019 | 6 |
Aviance Capital Partners, LLC | 4 | 2 | 0.09% | 0.14% | 0.22% | Q2 2013 | Q1 2017 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 6 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.09% | 0.10% | 0.13% | Q4 2013 | Q1 2015 | 6 |
Haverford Financial Services, Inc. | 6 | 6 | 0.10% | 0.13% | 0.14% | Q1 2019 | Q2 2020 | 6 |
Cardinal Capital Management, Inc. | 5 | 1 | 0.01% | 2.02% | 4.46% | Q1 2014 | Q1 2020 | 6 |
Quantamental Technologies LLC | 4 | 1 | 0.03% | 0.39% | 1.04% | Q1 2019 | Q2 2021 | 6 |
Axiom Investment Management LLC | 4 | 1 | 0.08% | 0.21% | 0.30% | Q4 2018 | Q3 2022 | 6 |
Hodges Capital Management Inc. | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 3 | 1 | 0.02% | 0.25% | 0.46% | Q4 2013 | Q2 2021 | 6 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 4 | 1 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q2 2021 | 6 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Americana Partners, LLC | 5 | 1 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q2 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.10% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
VELA Investment Management, LLC | 6 | 6 | 0.23% | 0.26% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 6 |
Wealthquest Corp | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Independent Wealth Network Inc. | 6 | 6 | 0.19% | 0.20% | 0.22% | Q3 2021 | Q4 2022 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.28% | 0.32% | 0.35% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.29% | 0.32% | 0.34% | Q2 2013 | Q3 2014 | 6 |
Round Table Services, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Willis Investment Counsel | 6 | 6 | 0.23% | 0.36% | 0.43% | Q3 2015 | Q4 2016 | 6 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Bruderman Asset Management, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 6 |
Destination Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2019 | 6 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.90% | 1.85% | 2.39% | Q4 2017 | Q2 2020 | 6 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.00% | 0.20% | 0.90% | Q3 2018 | Q2 2019 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2014 | 6 |
PFG Advisors | 6 | 6 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q2 2023 | 6 |
CKW FINANCIAL GROUP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 6 |
Kavar Capital Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 6 |
Alaethes Wealth LLC | 5 | 1 | 0.14% | 0.16% | 0.21% | Q1 2021 | Q4 2022 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Kerrisdale Advisers, LLC | 6 | 6 | 1.10% | 1.39% | 1.61% | Q2 2022 | Q3 2023 | 6 |
SANBORN KILCOLLIN PARTNERS LLC | 6 | 6 | 2.18% | 2.45% | 2.74% | Q2 2013 | Q3 2014 | 6 |
Capitolis Advisors LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2022 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.03% | 0.22% | 0.52% | Q2 2021 | Q3 2023 | 6 |
INTRUST BANK NA | 3 | 3 | 0.03% | 0.11% | 0.25% | Q2 2015 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Delta Accumulation, LLC | 2 | 1 | 0.04% | 0.22% | 0.42% | Q4 2021 | Q3 2023 | 6 |
Optimal Asset Management, Inc. | 3 | 3 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2021 | 6 |
CARDEROCK CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.07% | 0.11% | Q1 2014 | Q1 2023 | 6 |
MARSHALL & SULLIVAN INC /WA/ | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q4 2022 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.17% | 0.21% | 0.25% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.16% | 0.18% | 0.19% | Q2 2013 | Q3 2014 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.53% | 0.82% | 1.14% | Q2 2016 | Q4 2017 | 6 |
LUPO SECURITIES, LLC | 4 | 4 | 0.00% | 0.52% | 1.64% | Q4 2014 | Q3 2015 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.07% | 0.12% | Q2 2014 | Q2 2021 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.07% | 0.13% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Visium Asset Management, LP | 3 | 1 | 0.01% | 0.06% | 0.15% | Q4 2013 | Q4 2015 | 6 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.13% | 0.18% | 0.22% | Q2 2013 | Q3 2016 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.28% | 0.32% | 0.38% | Q2 2013 | Q3 2014 | 6 |
Wealth Dimensions Group, Ltd. | 6 | 6 | 0.08% | 0.10% | 0.14% | Q1 2022 | Q2 2023 | 6 |
First Dallas Securities Inc. | 6 | 6 | 0.30% | 0.33% | 0.35% | Q2 2013 | Q3 2014 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.04% | 0.11% | 0.14% | Q2 2013 | Q3 2014 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Horan Securities, Inc. | 5 | 1 | 0.01% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 6 |
Princeton Alpha Management LP | 3 | 1 | 0.07% | 0.16% | 0.26% | Q2 2014 | Q1 2017 | 6 |
Sand Hill Global Advisors, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 6 |
Greystone Financial Group, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 6 |
GOODWIN DANIEL L | 4 | 2 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 6 |
COWA, LLC | 2 | 2 | 0.10% | 0.15% | 0.29% | Q4 2020 | Q4 2022 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.23% | 0.26% | 0.28% | Q4 2020 | Q1 2022 | 6 |
Sterling Financial Planning, Inc. | 6 | 6 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q1 2022 | 6 |
Heartwood Wealth Advisors LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 6 |
GODSEY & GIBB, INC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 2 | 0.27% | 0.78% | 1.10% | Q4 2013 | Q2 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Eventide Asset Management | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2016 | 6 |
Pekin Hardy Strauss, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
SMITH CHAS P & ASSOCIATES PA CPAS | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Evanson Asset Management, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 6 |
Graypoint LLC | 6 | 6 | 0.03% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Constellation Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2015 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 6 |
GM Advisory Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.24% | 0.30% | 0.34% | Q4 2019 | Q1 2021 | 6 |
Monterey Private Wealth, Inc. | 6 | 6 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q2 2023 | 6 |
Minot Wealth Management LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 6 |
Private Harbour Investment Management & Counsel, LLC | 6 | 6 | 0.32% | 0.36% | 0.42% | Q2 2013 | Q3 2014 | 6 |
BRR OpCo, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2021 | 6 |
Insight Folios Inc | 6 | 6 | 0.12% | 0.15% | 0.23% | Q2 2022 | Q3 2023 | 6 |
ATLAS Infrastructure Partners (UK) Ltd. | 6 | 6 | 14.42% | 19.85% | 24.08% | Q2 2022 | Q3 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.32% | 0.37% | 0.40% | Q4 2021 | Q1 2023 | 6 |
TCI Fund Management | 6 | 6 | 0.26% | 1.17% | 3.55% | Q2 2017 | Q3 2018 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.03% | 0.06% | 0.07% | Q2 2015 | Q3 2016 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.25% | 0.29% | 0.34% | Q2 2019 | Q3 2020 | 6 |
DT Investment Partners, LLC | 3 | 1 | 0.03% | 0.09% | 0.21% | Q3 2014 | Q1 2021 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.10% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.53% | 0.67% | 0.76% | Q1 2022 | Q3 2023 | 6 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.12% | 1.23% | 3.06% | Q4 2020 | Q1 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.22% | 0.32% | Q3 2016 | Q4 2017 | 6 |
Schechter Investment Advisors, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 6 |
Solstein Capital, LLC | 4 | 2 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q2 2021 | 6 |
VALINOR MANAGEMENT, L.P. | 6 | 6 | 1.42% | 3.11% | 5.25% | Q3 2018 | Q4 2019 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q1 2019 | 6 |
IBERIABANK CORP | 6 | 6 | 0.98% | 1.07% | 1.23% | Q4 2013 | Q1 2015 | 6 |
CARL STUART INVESTMENT ADVISOR, INC | 5 | 1 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q2 2023 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
ODonnell Financial Services, LLC | 6 | 6 | 0.16% | 0.82% | 3.12% | Q3 2021 | Q4 2022 | 6 |
Zullo Investment Group, Inc. | 5 | 1 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q2 2023 | 6 |
NEIRG Wealth Management, LLC | 6 | 6 | 0.06% | 0.35% | 0.90% | Q4 2021 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.12% | 0.15% | 0.18% | Q3 2022 | Q4 2023 | 6 |
Portman Square Capital LLP | 2 | 2 | 0.02% | 0.06% | 0.12% | Q2 2023 | Q3 2023 | 5 |
FINANCIAL ADVISORY PARTNERS, LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Strategic Global Advisors, LLC | 5 | 5 | 0.48% | 0.57% | 0.62% | Q1 2022 | Q1 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 5.47% | 6.26% | 6.96% | Q4 2021 | Q4 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.19% | 0.21% | 0.23% | Q2 2013 | Q2 2014 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q2 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.26% | 0.30% | 0.34% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.07% | 0.15% | Q4 2016 | Q4 2017 | 5 |
PLANNING DIRECTIONS INC | 2 | 1 | 0.16% | 0.16% | 0.17% | Q1 2021 | Q4 2022 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
TLP GROUP LLC | 4 | 1 | 0.00% | 0.26% | 0.44% | Q1 2016 | Q3 2017 | 5 |
Financial Sense Advisors, Inc. | 5 | 5 | 0.20% | 0.42% | 1.14% | Q2 2014 | Q2 2015 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.08% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
FCF Advisors LLC | 3 | 2 | 0.97% | 1.11% | 1.24% | Q4 2018 | Q4 2020 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q1 2021 | 5 |
WMG Financial Advisors, LLC | 5 | 5 | 0.27% | 0.29% | 0.33% | Q4 2021 | Q4 2022 | 5 |
WEST BANCORPORATION INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 5 |
Quaker Wealth Management, LLC | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q1 2022 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.00% | 0.23% | 0.60% | Q1 2020 | Q2 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 5 |
Royal Capital Wealth Management, LLC | 3 | 1 | 0.20% | 0.24% | 0.26% | Q4 2021 | Q2 2023 | 5 |
New England Investment & Retirement Group, Inc. | 5 | 5 | 0.33% | 0.36% | 0.41% | Q3 2020 | Q3 2021 | 5 |
CRA Financial Services, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 5 |
CI Global Investments Inc. | 5 | 5 | 0.77% | 2.40% | 3.70% | Q1 2014 | Q1 2015 | 5 |
Legacy Private Trust Co. | 5 | 5 | 0.08% | 0.10% | 0.12% | Q1 2014 | Q1 2015 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.03% | 0.43% | 1.40% | Q1 2021 | Q1 2022 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 5 |
WNY Asset Management, LLC | 4 | 1 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2022 | 5 |
Elite Wealth Management, Inc. | 4 | 1 | 0.01% | 0.20% | 0.95% | Q3 2013 | Q2 2015 | 5 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.03% | 0.09% | Q3 2020 | Q3 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Railway Pension Investments Ltd | 3 | 2 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q2 2022 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 5 |
AJO, LP | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2019 | 5 |
Lebenthal Holdings,LLC | 4 | 1 | 0.04% | 0.22% | 0.43% | Q4 2014 | Q1 2016 | 5 |
Crescent Grove Advisors, LLC | 3 | 2 | 0.03% | 0.03% | 0.05% | Q3 2020 | Q1 2022 | 5 |
River Road Asset Management, LLC | 5 | 5 | 0.80% | 1.21% | 1.59% | Q2 2013 | Q2 2014 | 5 |
ParenteBeard Wealth Management, LLC | 5 | 5 | 0.03% | 0.23% | 0.71% | Q4 2013 | Q4 2014 | 5 |
Citizens Business Bank | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q1 2015 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q4 2018 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q2 2021 | 5 |
MARIANAS FUND MANAGEMENT LLC | 3 | 2 | 1.27% | 4.91% | 8.36% | Q4 2014 | Q1 2016 | 5 |
Ironwood Investment Counsel, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Richwood Investment Advisors, LLC | 5 | 5 | 0.03% | 0.20% | 0.28% | Q4 2021 | Q4 2022 | 5 |
9258 Wealth Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Gleason Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Interchange Capital Partners, LLC | 4 | 1 | 0.11% | 0.35% | 0.62% | Q4 2020 | Q1 2023 | 5 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 5 |
Stamos Capital Partners, L.P. | 4 | 1 | 0.14% | 0.28% | 0.38% | Q1 2020 | Q4 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.25% | 0.30% | 0.39% | Q3 2015 | Q3 2016 | 5 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.02% | 0.16% | 0.40% | Q2 2015 | Q3 2016 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q2 2014 | 5 |
Affinity Capital Advisors, LLC | 3 | 1 | 0.07% | 0.09% | 0.15% | Q4 2019 | Q4 2021 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 5 |
PIONEER TRUST BANK N A/OR | 2 | 1 | 0.12% | 0.21% | 0.34% | Q4 2015 | Q1 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.26% | 0.61% | Q4 2017 | Q4 2018 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.12% | 0.26% | 0.40% | Q4 2018 | Q2 2023 | 5 |
Kemnay Advisory Services Inc. | 5 | 5 | 0.24% | 0.40% | 0.54% | Q1 2018 | Q1 2019 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.13% | 0.21% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Mondrian Investment Partners LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ALTFEST L J & CO INC | 5 | 5 | 1.22% | 1.44% | 1.70% | Q4 2013 | Q4 2014 | 5 |
BARR E S & CO | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2015 | 5 |
Syntal Capital Partners, LLC | 5 | 5 | 0.01% | 0.04% | 0.11% | Q1 2014 | Q1 2015 | 5 |
Aston Asset Management, LLC | 5 | 5 | 0.89% | 1.25% | 1.67% | Q2 2013 | Q2 2014 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.06% | 0.15% | 0.31% | Q2 2017 | Q2 2018 | 5 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 5 |
Core Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Saba Capital Management, L.P. | 5 | 5 | 0.05% | 0.21% | 0.45% | Q2 2013 | Q2 2014 | 5 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q2 2021 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.14% | 0.22% | 0.36% | Q2 2013 | Q4 2014 | 5 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.16% | 0.38% | 0.64% | Q4 2020 | Q2 2023 | 5 |
CUTLER INVESTMENT COUNSEL LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q2 2014 | 5 |
U S GLOBAL INVESTORS INC | 4 | 1 | 0.18% | 0.43% | 1.32% | Q2 2014 | Q4 2019 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PRING TURNER CAPITAL GROUP INC | 4 | 1 | 0.30% | 0.40% | 0.46% | Q4 2013 | Q1 2015 | 5 |
ICC CAPITAL MANAGEMENT INC/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Shepherd Financial Partners LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 5 |
HARVEST CAPITAL MANAGEMENT INC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2018 | Q2 2019 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.14% | 0.25% | Q1 2021 | Q3 2023 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.05% | 0.09% | 0.15% | Q1 2021 | Q1 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q2 2022 | 5 |
ARS Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 5 |
CONNORS INVESTOR SERVICES INC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q3 2014 | Q3 2015 | 5 |
Pinnacle Advisory Group, Inc. | 3 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q1 2019 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 5 |
ICA Group Wealth Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
West Financial Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SEI TRUST CO | 5 | 5 | 0.01% | 0.07% | 0.13% | Q3 2013 | Q3 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.14% | 0.14% | 0.15% | Q2 2015 | Q2 2016 | 5 |
BANKERS TRUST CO | 5 | 5 | 0.45% | 0.52% | 0.58% | Q2 2013 | Q2 2014 | 5 |
State of Wyoming | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 5 |
Bridgeworth, LLC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q4 2019 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Resurgent Financial Advisors LLC | 4 | 1 | 0.08% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 5 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5 | 5 | 0.01% | 0.08% | 0.15% | Q1 2019 | Q1 2020 | 5 |
Nicholas Investment Partners, LP | 5 | 5 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q2 2014 | 5 |
Jade Capital Advisors, LLC | 3 | 1 | 0.88% | 2.66% | 5.31% | Q1 2020 | Q3 2023 | 5 |
Cerebellum GP, LLC | 4 | 1 | 0.28% | 0.29% | 0.30% | Q3 2018 | Q4 2019 | 5 |
Connecticut Wealth Management, LLC | 3 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 5 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.06% | 0.08% | Q1 2014 | Q3 2019 | 5 |
US FINANCIAL ADVISORS, LLC | 3 | 2 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q1 2022 | 5 |
FINANCIAL CONSULATE, INC | 3 | 1 | 0.11% | 0.12% | 0.15% | Q4 2017 | Q4 2018 | 4 |
LANSDOWNE PARTNERS (UK) LLP | 4 | 4 | 1.70% | 2.24% | 2.80% | Q1 2020 | Q4 2020 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.14% | 0.22% | 0.43% | Q3 2018 | Q2 2019 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Northeast Financial Consultants Inc | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2022 | 4 |
Starfire Investment Advisers, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Covenant Multifamily Offices, LLC | 4 | 4 | 1.02% | 1.16% | 1.28% | Q1 2017 | Q4 2017 | 4 |
Belmont Global Advisors, Inc. | 4 | 4 | 0.45% | 0.73% | 0.92% | Q1 2014 | Q4 2014 | 4 |
E&G Advisors, LP | 2 | 1 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q1 2022 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q2 2015 | 4 |
Lodge Hill Capital, LLC | 4 | 4 | 5.34% | 7.08% | 7.91% | Q3 2019 | Q2 2020 | 4 |
Verity Asset Management, Inc. | 2 | 1 | 0.12% | 0.29% | 0.58% | Q1 2016 | Q4 2021 | 4 |
SECOR Capital Advisors, LP | 2 | 2 | 0.04% | 0.14% | 0.31% | Q4 2016 | Q1 2018 | 4 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.29% | 0.66% | 1.12% | Q2 2019 | Q2 2021 | 4 |
Rikoon Group, LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q4 2019 | 4 |
Schooner Investment Group, LLC. | 4 | 4 | 0.12% | 0.23% | 0.43% | Q4 2014 | Q3 2015 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 4 |
NVWM, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2021 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Sensible Financial Planning & Management, LLC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Freedom Investment Management, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 4 |
Regal Investment Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 4 |
Shamrock Asset Management LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
THAMES CAPITAL MANAGEMENT LLC | 4 | 4 | 0.92% | 2.32% | 3.09% | Q3 2020 | Q2 2021 | 4 |
Encompass Capital Advisors LLC | 2 | 1 | 1.50% | 2.27% | 4.42% | Q1 2016 | Q3 2017 | 4 |
FIDUCIENT ADVISORS LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.08% | 0.40% | 0.58% | Q2 2017 | Q3 2018 | 4 |
Windsor Wealth Management, Inc. | 2 | 1 | 0.05% | 0.08% | 0.14% | Q3 2018 | Q2 2021 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2018 | 4 |
RWC Asset Management LLP | 2 | 1 | 0.14% | 0.47% | 0.99% | Q3 2016 | Q4 2018 | 4 |
Ceredex Value Advisors LLC | 2 | 2 | 0.46% | 0.54% | 0.58% | Q2 2018 | Q4 2022 | 4 |
Wharton Business Group, LLC | 3 | 1 | 0.02% | 0.12% | 0.15% | Q2 2013 | Q4 2019 | 4 |
Eidelman Virant Capital | 2 | 2 | 0.20% | 0.36% | 0.82% | Q4 2013 | Q1 2015 | 4 |
FIC CAPITAL INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2014 | Q3 2017 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 4 |
Asset Advisors Investment Management, LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q3 2018 | Q2 2020 | 4 |
Sandbar Asset Management LLP | 3 | 1 | 0.60% | 1.31% | 2.09% | Q2 2021 | Q2 2023 | 4 |
MQS Management LLC | 2 | 1 | 0.23% | 0.34% | 0.45% | Q1 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Charter Oak Partners Management, L.P. | 4 | 4 | 3.67% | 6.16% | 9.45% | Q4 2013 | Q3 2014 | 4 |
D L CARLSON INVESTMENT GROUP INC | 4 | 4 | 1.13% | 1.19% | 1.24% | Q4 2021 | Q3 2022 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MACRO Consulting Group | 4 | 4 | 0.13% | 0.14% | 0.14% | Q3 2020 | Q2 2021 | 4 |
CM WEALTH ADVISORS LLC | 3 | 1 | 0.22% | 0.40% | 0.50% | Q2 2022 | Q3 2023 | 4 |
Rock Creek Group, LP | 2 | 2 | 0.29% | 0.43% | 0.52% | Q4 2018 | Q1 2020 | 4 |
Sargent Investment Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.32% | 0.36% | 0.44% | Q4 2018 | Q3 2023 | 4 |
Foster Victor Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q1 2014 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Beck Bode, LLC | 4 | 4 | 0.14% | 0.54% | 1.05% | Q1 2022 | Q4 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.09% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
TMD & ASSOCIATES, INC | 4 | 4 | 0.21% | 0.23% | 0.24% | Q3 2018 | Q2 2019 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q3 2017 | Q2 2018 | 4 |
HOEY INVESTMENTS, INC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 4 |
Strategic Financial Services, Inc, | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.40% | 0.46% | 0.55% | Q1 2014 | Q4 2014 | 4 |
Mattern Wealth Management LLC | 3 | 1 | 0.34% | 0.60% | 1.19% | Q4 2019 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Running Oak Capital LLC | 3 | 1 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q4 2020 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.06% | 0.22% | Q1 2018 | Q4 2021 | 4 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.06% | 0.12% | 0.17% | Q2 2021 | Q2 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Axiom Financial Strategies, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q1 2022 | 4 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 4 |
Beach Investment Management, LLC. | 2 | 2 | 0.67% | 0.97% | 1.27% | Q1 2014 | Q3 2019 | 4 |
Man Investments Ltd | 4 | 4 | 0.10% | 0.14% | 0.21% | Q3 2013 | Q2 2014 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q3 2021 | 4 |
EMORY UNIVERSITY | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2011 | Q4 2013 | 4 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q4 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 4 | 4 | 0.27% | 0.32% | 0.38% | Q1 2012 | Q4 2012 | 4 |
Riverwater Partners LLC | 3 | 1 | 0.20% | 0.22% | 0.23% | Q4 2021 | Q4 2022 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Family Investment Center, Inc. | 4 | 4 | 0.77% | 0.96% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Wayfinding Financial, LLC | 3 | 1 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q4 2022 | 4 |
Steward Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Red Tortoise LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.13% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.14% | 0.36% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.15% | 0.26% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.31% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.30% | 0.35% | 0.40% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.14% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.74% | 0.80% | 0.93% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.42% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.65% | 0.74% | 0.87% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.27% | 0.37% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.55% | 0.67% | 0.77% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.10% | 0.17% | 0.34% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 1.01% | 1.22% | 1.43% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.52% | 0.60% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.20% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 2.51% | 3.23% | 3.94% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 3 | 1 | 0.04% | 0.18% | 0.25% | Q4 2014 | Q4 2017 | 4 |
Passport Capital, LLC | 3 | 3 | 0.03% | 0.15% | 0.43% | Q4 2014 | Q2 2015 | 4 |
Aris Wealth Services, Inc. | 3 | 1 | 0.06% | 0.16% | 0.33% | Q4 2013 | Q3 2015 | 4 |
IMS Capital Management | 3 | 1 | 0.09% | 0.29% | 0.37% | Q2 2013 | Q3 2018 | 4 |
F&C Asset Management plc | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 4 | 0.47% | 0.51% | 0.53% | Q2 2013 | Q1 2014 | 4 |
TAURUS ASSET MANAGEMENT, LLC | 4 | 4 | 0.15% | 1.13% | 1.46% | Q2 2013 | Q1 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
FORT PITT CAPITAL GROUP INC | 4 | 4 | 0.17% | 0.20% | 0.24% | Q4 2014 | Q3 2015 | 4 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 4 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 1 | 0.04% | 1.13% | 2.02% | Q2 2017 | Q3 2020 | 4 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2018 | Q2 2019 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
DE BURLO GROUP INC | 3 | 1 | 0.02% | 0.11% | 0.26% | Q1 2019 | Q3 2022 | 4 |
CLINTON GROUP INC | 2 | 1 | 0.26% | 0.68% | 1.02% | Q2 2014 | Q3 2018 | 4 |
TREVOR STEWART BURTON & JACOBSEN INC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q2 2013 | Q1 2014 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2018 | 4 |
MOGY JOEL R INVESTMENT COUNSEL INC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q4 2015 | 4 |
TOWER TRUST Co | 4 | 4 | 0.51% | 0.57% | 0.72% | Q2 2013 | Q1 2014 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2017 | Q3 2017 | 4 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 1 | 0.07% | 0.29% | 0.46% | Q2 2015 | Q4 2018 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Peloton Wealth Strategists | 4 | 4 | 0.88% | 1.91% | 2.36% | Q2 2013 | Q1 2014 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
First Fiduciary Investment Counsel, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2018 | Q4 2018 | 4 |
BEACH INVESTMENT COUNSEL INC/PA | 2 | 2 | 0.42% | 0.52% | 0.56% | Q1 2014 | Q3 2019 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q3 2015 | 4 |
SG3 Management, LLC | 3 | 3 | 0.05% | 0.10% | 0.16% | Q3 2020 | Q1 2021 | 4 |
Karp Capital Management Corp | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q1 2017 | 4 |
NIXON PEABODY TRUST CO | 3 | 1 | 0.06% | 0.17% | 0.20% | Q4 2015 | Q4 2021 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2018 | 4 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q4 2022 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Quaero Capital S.A. | 3 | 3 | 1.19% | 1.48% | 1.89% | Q2 2021 | Q4 2021 | 3 |
GUARDIAN CAPITAL LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Morton Brown Family Wealth, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MainStreet Investment Advisors LLC | 3 | 3 | 0.02% | 0.07% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.59% | 0.61% | 0.64% | Q2 2013 | Q4 2013 | 3 |
CenterBook Partners LP | 3 | 3 | 0.26% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FCM INVESTMENTS/TX | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
IVORY INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.60% | 1.18% | 1.75% | Q1 2016 | Q3 2016 | 3 |
PRIVATE CAPITAL MANAGEMENT INC | 3 | 3 | 0.31% | 0.40% | 0.45% | Q4 2015 | Q2 2016 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.02% | 0.10% | 0.21% | Q3 2014 | Q2 2015 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.33% | 0.86% | 1.62% | Q4 2022 | Q2 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.11% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.24% | 0.25% | 0.27% | Q2 2013 | Q4 2013 | 3 |
Bank OZK | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2014 | Q3 2014 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
VIKING GLOBAL INVESTORS LP | 2 | 1 | 0.38% | 0.76% | 1.34% | Q2 2017 | Q1 2020 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Distillate Capital Partners LLC | 2 | 1 | 0.84% | 0.88% | 0.93% | Q4 2020 | Q3 2021 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.06% | 0.12% | Q1 2015 | Q2 2017 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.04% | 0.28% | 0.42% | Q3 2021 | Q4 2022 | 3 |
626 Financial, LLC | 2 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2022 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q2 2019 | 3 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2022 | 3 |
COLUMBIA CAPITAL LLC | 3 | 3 | 1.14% | 1.60% | 2.49% | Q1 2014 | Q3 2014 | 3 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 1 | 1.36% | 2.01% | 2.56% | Q3 2017 | Q3 2018 | 3 |
Compass Financial Group, INC/SD | 3 | 3 | 0.07% | 0.07% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.26% | 0.28% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.04% | 0.07% | 0.08% | Q2 2016 | Q4 2016 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
James Hambro & Partners | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
apricus wealth, LLC | 2 | 1 | 0.18% | 0.19% | 0.21% | Q4 2021 | Q2 2023 | 3 |
Employers Holdings, Inc. | 3 | 3 | 0.13% | 0.14% | 0.17% | Q3 2019 | Q1 2020 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.11% | 0.20% | 0.35% | Q1 2023 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q2 2018 | 3 |
First Western Capital Management Co | 2 | 1 | 0.54% | 0.62% | 0.72% | Q4 2013 | Q4 2014 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q2 2017 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 2.02% | 2.10% | 2.19% | Q4 2015 | Q2 2016 | 3 |
Sovarnum Capital L.P. | 2 | 1 | 1.34% | 2.52% | 4.01% | Q1 2019 | Q2 2021 | 3 |
BIRINYI ASSOCIATES INC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q4 2014 | 3 |
Trellus Management Company, LLC | 2 | 1 | 0.84% | 1.03% | 1.30% | Q4 2013 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.17% | 0.46% | 0.63% | Q2 2021 | Q1 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 3 | 3 | 0.31% | 0.34% | 0.39% | Q2 2013 | Q4 2013 | 3 |
WP Advisors, LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q1 2019 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.68% | 0.86% | 1.07% | Q4 2020 | Q2 2021 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2015 | Q3 2021 | 3 |
DSC Advisors, L.P. | 2 | 1 | 0.12% | 0.18% | 0.26% | Q2 2015 | Q2 2022 | 3 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.13% | 0.30% | Q4 2013 | Q3 2014 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2021 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 3 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 2 | 1 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q4 2020 | 3 |
Islet Management, LP | 1 | 1 | 0.12% | 1.03% | 2.24% | Q4 2018 | Q2 2021 | 3 |
Fortis Capital Management LLC | 1 | 1 | 0.24% | 0.91% | 1.98% | Q2 2020 | Q3 2023 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.07% | 0.34% | 0.83% | Q2 2014 | Q3 2022 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.04% | 0.18% | 0.46% | Q4 2018 | Q2 2021 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.07% | 0.12% | Q4 2014 | Q2 2020 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.27% | 0.30% | 0.34% | Q3 2017 | Q1 2018 | 3 |
GLG Partners LP | 1 | 1 | 0.06% | 0.10% | 0.16% | Q4 2015 | Q4 2017 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.50% | 0.54% | 0.57% | Q4 2018 | Q2 2019 | 3 |
ASB Consultores, LLC | 2 | 1 | 0.09% | 0.12% | 0.17% | Q4 2021 | Q2 2023 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
GLG INC. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Wahed Invest LLC | 3 | 3 | 0.36% | 0.44% | 0.48% | Q4 2021 | Q2 2022 | 3 |
Amida Capital Management II, LLC | 2 | 2 | 0.18% | 0.22% | 0.30% | Q2 2013 | Q3 2013 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.06% | 0.15% | 0.31% | Q2 2013 | Q4 2013 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.21% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.31% | 0.36% | 0.44% | Q1 2023 | Q3 2023 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2022 | 3 |
Iowa State Bank | 3 | 3 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q1 2020 | 3 |
Holowesko Partners Ltd. | 2 | 2 | 2.08% | 2.28% | 2.68% | Q2 2013 | Q3 2013 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.35% | 0.40% | 0.49% | Q2 2014 | Q1 2017 | 3 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.06% | 0.21% | 0.52% | Q2 2013 | Q4 2014 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.74% | 0.78% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Carroll Investors, Inc | 3 | 3 | 0.36% | 0.39% | 0.44% | Q4 2021 | Q2 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Reliant Investment Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q1 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.29% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Atom Investors LP | 2 | 1 | 0.05% | 0.24% | 0.38% | Q3 2019 | Q2 2020 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.57% | 0.59% | 0.61% | Q4 2022 | Q2 2023 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.11% | 0.20% | 0.28% | Q3 2022 | Q2 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.03% | 0.07% | 0.10% | Q1 2018 | Q2 2019 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Stelac Advisory Services LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 3 |
Three Peaks Capital Management, LLC | 3 | 3 | 0.48% | 0.63% | 0.84% | Q3 2018 | Q1 2019 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q3 2020 | 3 |
SCOPIA CAPITAL MANAGEMENT LP | 3 | 3 | 2.81% | 3.29% | 3.75% | Q1 2023 | Q3 2023 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.13% | 0.21% | 0.28% | Q2 2022 | Q4 2022 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Affiance Financial, LLC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
FNY Managed Accounts LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q1 2016 | 3 |
KWMG, LLC | 2 | 1 | 0.00% | 0.47% | 1.26% | Q4 2014 | Q1 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Credo Capital Management, LLC | 3 | 3 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Truadvice, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q2 2021 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q2 2015 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Fidato Wealth LLC | 2 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2022 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 3 |
JACKSON SQUARE CAPITAL, LLC | 2 | 1 | 0.05% | 0.46% | 0.99% | Q3 2020 | Q1 2022 | 3 |
Fee-Only Financial Planning, L.C. | 3 | 3 | 0.20% | 0.24% | 0.33% | Q4 2022 | Q2 2023 | 3 |
Merit Investment Management, LLC | 3 | 3 | 0.46% | 0.62% | 0.74% | Q2 2013 | Q4 2013 | 3 |
Parametrica Management Ltd | 1 | 1 | 0.13% | 0.37% | 0.70% | Q3 2020 | Q2 2022 | 3 |
Poehling Capital Management, INC. | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q4 2021 | 3 |
F3Logic, LLC | 2 | 1 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2020 | 3 |
HITE Hedge Asset Management LLC | 3 | 3 | 0.47% | 0.54% | 0.58% | Q1 2023 | Q3 2023 | 3 |
SPX Gestao de Recursos Ltda | 2 | 1 | 1.08% | 1.95% | 2.97% | Q1 2017 | Q1 2018 | 3 |
Perkins Investment Management, LLC | 2 | 1 | 0.02% | 0.17% | 0.45% | Q2 2013 | Q4 2014 | 3 |
Anomaly Capital Management, LP | 3 | 3 | 1.52% | 4.24% | 6.25% | Q1 2023 | Q3 2023 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.03% | 1.61% | 2.46% | Q4 2020 | Q2 2021 | 3 |
Benchmark Capital Advisors | 3 | 3 | 0.62% | 0.66% | 0.72% | Q2 2013 | Q4 2013 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 3 |
LEVITT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.62% | 0.67% | 0.75% | Q2 2013 | Q4 2013 | 3 |
Beaumont Financial Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Soros Fund Management | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Arbor Investment Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Virginia National Bank | 2 | 1 | 0.55% | 1.19% | 2.46% | Q4 2019 | Q2 2022 | 3 |
Meridian Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.11% | 0.25% | 0.50% | Q2 2019 | Q3 2022 | 3 |
ACR Alpine Capital Research, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2019 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.08% | 0.12% | Q3 2020 | Q2 2022 | 3 |
TOBAM | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
FDO Partners, LLC | 1 | 1 | 0.26% | 0.36% | 0.44% | Q1 2016 | Q4 2017 | 3 |
First Pacific Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Park Edge Advisors, LLC | 1 | 1 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Cross Staff Investments Inc | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.10% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Domani Wealth, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q4 2015 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q4 2016 | Q4 2016 | 2 |
Highland Private Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Kapstone Financial Advisors LLC | 1 | 1 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q2 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.02% | 0.08% | 0.14% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Signition LP | 2 | 2 | 0.22% | 0.35% | 0.48% | Q2 2018 | Q3 2018 | 2 |
AXS Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
LBP AM SA | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 2 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q4 2022 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Zuckerman Investment Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.57% | 0.61% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 2 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Sunnymeath Asset Management, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2016 | Q2 2016 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.19% | 0.24% | 0.28% | Q2 2013 | Q3 2013 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Amtrust Financial Services, Inc. | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q1 2017 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 2 |
Nebula Research & Development LLC | 1 | 1 | 0.20% | 0.38% | 0.56% | Q1 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 1.35% | 1.38% | 1.41% | Q1 2020 | Q2 2020 | 2 |
Claret Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Ashler Capital LLC | 2 | 2 | 2.25% | 4.78% | 7.32% | Q3 2018 | Q4 2018 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
THREADGILL FINANCIAL, LLC | 2 | 2 | 0.86% | 1.23% | 1.60% | Q1 2023 | Q2 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Northstar Advisory Group, LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Conatus Capital Management LP | 2 | 2 | 2.65% | 5.42% | 8.18% | Q4 2016 | Q1 2017 | 2 |
TrueWealth Advisors, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 2 |
Boston Common Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Kinloch Capital, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q4 2021 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 2 |
Hilltop Park Associates LLC | 1 | 1 | 2.46% | 2.99% | 3.52% | Q2 2014 | Q4 2015 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2021 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q1 2022 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.16% | 0.25% | 0.34% | Q4 2022 | Q2 2023 | 2 |
Quotient Investors, LLC | 2 | 2 | 1.43% | 1.49% | 1.54% | Q2 2017 | Q3 2017 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q2 2022 | 2 |
Peoples Bank/KS | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2023 | Q4 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
MONECO Advisors, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 2 |
Exchange Bank | 2 | 2 | 1.16% | 1.29% | 1.42% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Origin Asset Management LLP | 2 | 2 | 0.42% | 0.44% | 0.46% | Q1 2019 | Q2 2019 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Teilinger Capital Ltd. | 2 | 2 | 0.25% | 0.84% | 1.42% | Q1 2023 | Q2 2023 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q2 2019 | 2 |
Diametric Capital, LP | 1 | 1 | 0.18% | 0.23% | 0.28% | Q3 2018 | Q2 2019 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2018 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.86% | 0.95% | 1.03% | Q1 2022 | Q3 2022 | 2 |
DeDora Capital, Inc. | 2 | 2 | 0.04% | 0.37% | 0.70% | Q4 2021 | Q1 2022 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.09% | 0.21% | 0.34% | Q1 2020 | Q2 2022 | 2 |
Sweet Financial Partners, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Advisor OS, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 2 |
Fractal Investments LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Centre Asset Management, LLC | 2 | 2 | 0.93% | 1.24% | 1.54% | Q3 2014 | Q4 2014 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q3 2013 | 2 |
Santa Fe Partners LLC | 1 | 1 | 0.10% | 0.15% | 0.20% | Q2 2014 | Q3 2015 | 2 |
Palogic Value Management, L.P. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 2 |
MCIA Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
LEWIS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q4 2021 | Q1 2022 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.14% | 0.20% | Q1 2016 | Q3 2016 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.26% | 0.50% | 0.74% | Q3 2018 | Q4 2018 | 2 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2021 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2018 | Q2 2018 | 2 |
BRC Investment Management LLC | 1 | 1 | 0.04% | 0.22% | 0.39% | Q2 2013 | Q4 2013 | 2 |
Compton Wealth Advisory Group, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Corton Capital Inc. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q2 2023 | 2 |
CTC Capital Management, LLC | 1 | 1 | 1.23% | 1.89% | 2.54% | Q2 2022 | Q4 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
361 CAPITAL LLC | 1 | 1 | 0.13% | 0.61% | 1.09% | Q2 2017 | Q4 2017 | 2 |
ATHERTON LANE ADVISERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
LILLEY & CO | 2 | 2 | 0.29% | 0.31% | 0.33% | Q1 2014 | Q2 2014 | 2 |
First Eagle Investment Management, LLC | 1 | 1 | 0.25% | 0.33% | 0.41% | Q2 2013 | Q3 2014 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.65% | 0.84% | 1.03% | Q2 2017 | Q2 2023 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
WestHill Financial Advisors, Inc. | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 1.25% | 1.29% | 1.33% | Q1 2019 | Q2 2019 | 2 |
Ackerman Capital Advisors, LLC | 2 | 2 | 0.14% | 1.01% | 1.88% | Q3 2018 | Q4 2018 | 2 |
FIRST MERCHANTS CORP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Principal Street Partners, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q4 2022 | 2 |
Corvex Management LP | 2 | 2 | 5.34% | 5.49% | 5.65% | Q1 2020 | Q2 2020 | 2 |
Independence Trust CO | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q1 2015 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.24% | 0.52% | 0.80% | Q2 2015 | Q3 2015 | 2 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Buckley Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Virtue Capital Management, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 2 |
ARGUS INVESTORS' COUNSEL, INC. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Curran Financial Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Hillman Capital Management, Inc. | 2 | 2 | 0.93% | 1.07% | 1.21% | Q2 2013 | Q3 2013 | 2 |
TimesSquare Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Bill Few Associates, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Stack Financial Management, Inc | 1 | 1 | 0.02% | 0.68% | 1.35% | Q2 2013 | Q1 2022 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.27% | 0.50% | Q3 2013 | Q3 2015 | 2 |
FMA ADVISORY INC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2013 | Q3 2013 | 2 |
Timber Hill LLC | 1 | 1 | 0.01% | 0.20% | 0.39% | Q2 2015 | Q1 2018 | 2 |
QVT Financial LP | 1 | 1 | 0.52% | 0.78% | 1.04% | Q1 2023 | Q1 2023 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.35% | 0.36% | 0.37% | Q2 2013 | Q3 2013 | 2 |
CPWM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 2 |
EdgePoint Investment Group Inc. | 2 | 2 | 0.59% | 1.90% | 3.21% | Q2 2023 | Q3 2023 | 2 |
Strategic Capital Group LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q4 2013 | Q1 2014 | 2 |
Cannell & Co. | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q3 2013 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.41% | 0.44% | 0.47% | Q1 2019 | Q2 2019 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.08% | 0.47% | 0.86% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.65% | 0.68% | 0.70% | Q4 2018 | Q1 2019 | 2 |
HONEYWELL INTERNATIONAL INC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q2 2013 | Q3 2013 | 2 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 2 |
Adams Asset Advisors, LLC | 2 | 2 | 0.81% | 0.88% | 0.95% | Q2 2013 | Q3 2013 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q1 2022 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q4 2014 | 2 |
Empirical Asset Management, LLC | 2 | 2 | 0.40% | 0.42% | 0.43% | Q1 2023 | Q2 2023 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
FIRST UNITED BANK & TRUST | 1 | 1 | 0.12% | 0.21% | 0.29% | Q3 2018 | Q2 2019 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LVZ, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.50% | 0.69% | 0.89% | Q1 2015 | Q2 2015 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BLACKTHORN INVESTMENT GROUP LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2013 | 2 |
MIDDLETON & CO INC/MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Mobius Capital Management, LLC | 2 | 2 | 0.06% | 0.39% | 0.71% | Q4 2017 | Q1 2018 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
CGOV Asset Management | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2016 | Q4 2016 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.10% | 0.22% | 0.35% | Q4 2015 | Q1 2016 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.25% | 0.26% | 0.28% | Q2 2017 | Q3 2018 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q2 2014 | 2 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 2 | 2 | 1.38% | 1.40% | 1.42% | Q2 2013 | Q3 2013 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 1.33% | 1.43% | 1.54% | Q1 2023 | Q2 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Ovata Capital Management Ltd | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2016 | Q3 2016 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.46% | 0.47% | 0.48% | Q2 2013 | Q3 2013 | 2 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.69% | 1.98% | 3.26% | Q4 2016 | Q3 2017 | 2 |
ARGENTIERE CAPITAL AG | 1 | 1 | 2.44% | 2.44% | 2.44% | Q1 2019 | Q1 2019 | 2 |
Electron Capital Partners, LLC | 2 | 2 | 1.63% | 1.68% | 1.72% | Q1 2022 | Q2 2022 | 2 |
PUZO MICHAEL J | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q1 2019 | 2 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.03% | 0.13% | 0.22% | Q4 2015 | Q1 2022 | 2 |
Optima Fund Management LLC | 2 | 2 | 1.88% | 1.94% | 2.00% | Q4 2018 | Q1 2019 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
WOODBURN R ROBERT JR | 2 | 2 | 0.33% | 0.35% | 0.36% | Q4 2012 | Q1 2013 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 1.95% | 2.87% | 3.80% | Q1 2019 | Q2 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Kepos Capital LP | 1 | 1 | 0.02% | 0.12% | 0.22% | Q1 2018 | Q2 2019 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Precocity Capital LP | 2 | 2 | 0.79% | 1.49% | 2.20% | Q2 2018 | Q3 2018 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 2 |
Tanager Wealth Management LLP | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 2 |
Numerai GP LLC | 2 | 2 | 0.57% | 0.91% | 1.24% | Q2 2023 | Q3 2023 | 2 |
HM Capital Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Intersect Capital LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2014 | Q1 2015 | 2 |
Bach Option Ltd | 1 | 1 | 0.08% | 0.28% | 0.49% | Q4 2016 | Q4 2018 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2019 | Q2 2019 | 2 |
PRECISION PATH CAPITAL, LP | 2 | 2 | 4.05% | 6.35% | 8.66% | Q3 2018 | Q4 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2014 | Q1 2015 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2019 | Q2 2019 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
CAPITAL CITY TRUST CO/FL | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
ELLIOTT MANAGEMENT CORP | 2 | 2 | 0.16% | 0.34% | 0.51% | Q3 2018 | Q4 2018 | 2 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2 | 2 | 0.20% | 0.24% | 0.27% | Q4 2014 | Q1 2015 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2018 | 2 |
ANALYTIC INVESTORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
FT Options LLC | 1 | 1 | 0.04% | 0.17% | 0.30% | Q1 2016 | Q1 2016 | 2 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q4 2014 | 2 |
Majedie Asset Management Ltd | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2014 | Q3 2014 | 2 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Leap Investments LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q4 2014 | Q4 2014 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Safir Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2015 | Q4 2015 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2017 | Q3 2017 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2021 | Q4 2021 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Atwater Malick LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
WCG Management, L.P. | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2015 | Q4 2015 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q1 2015 | Q1 2015 | 1 |
Diversified, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2017 | Q2 2017 | 1 |
HNP Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2015 | Q4 2015 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2014 | Q4 2014 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
ADE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2014 | Q3 2014 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2022 | Q1 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2016 | Q3 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Oak Thistle LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
iAB Financial Bank | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2014 | Q3 2014 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 4.66% | 4.66% | 4.66% | Q4 2021 | Q4 2021 | 1 |
Key Square Capital Management LLC | 1 | 1 | 7.72% | 7.72% | 7.72% | Q3 2020 | Q3 2020 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2022 | Q1 2022 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 2.96% | 2.96% | 2.96% | Q3 2014 | Q3 2014 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2015 | Q4 2015 | 1 |
BENNICAS & ASSOCIATES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Wilson, Kemp & Associates, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BROOKTREE CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2014 | Q3 2014 | 1 |
Stone Point Wealth LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
G&S Capital LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2017 | Q4 2017 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Insight Inv LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Disciplined Equity Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Next Level Private LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2022 | Q2 2022 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2018 | Q3 2018 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2020 | Q3 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2021 | Q2 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2022 | Q4 2022 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Walker Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2023 | Q4 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lanham O'Dell & Company, Inc. | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2022 | Q3 2022 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2016 | Q4 2016 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
ERN LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q2 2022 | Q2 2022 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2023 | Q2 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Invictus RG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
WILSEY ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Par Capital Management | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2015 | Q4 2015 | 1 |
EULAV Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Crescent Sterling, Ltd. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2022 | Q4 2022 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MARATHON ASSET MANAGEMENT LLP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Empire Financial Management Company, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Gibraltar Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Lumbard & Kellner, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
SAB CAPITAL MANAGEMENT LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2015 | Q2 2015 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2020 | Q1 2020 | 1 |
Sapphire Star Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Findlay Park Partners LLP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
FLC Capital Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2014 | Q2 2014 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Prana Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lattice Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Amici Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
WealthStone, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Arjuna Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BENEDICT FINANCIAL ADVISORS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Longbow Capital Partners, L.P. | 1 | 1 | 3.55% | 3.55% | 3.55% | Q1 2016 | Q1 2016 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
Burgundy Asset Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Summit Global Investments | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
ICICI Prudential Asset Management Co Ltd | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2016 | Q4 2016 | 1 |
Pier Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2019 | Q2 2019 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Welch Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 4.03% | 4.03% | 4.03% | Q4 2014 | Q4 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2014 | Q3 2014 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Summit Financial Strategies, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Newfound Research LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2017 | Q1 2017 | 1 |
New Century Advisors, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2022 | Q1 2022 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2017 | Q2 2017 | 1 |
ASPIRIANT HOLDINGS S3, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Castle Hook Partners LP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2019 | Q3 2019 | 1 |
FC Advisory LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2019 | Q2 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Sanibel Captiva Investment Advisers, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
PDS Planning, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Roystone Capital Management LP | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2015 | Q4 2015 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2018 | Q1 2018 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Edgewood Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
RETIREMENT CAPITAL STRATEGIES | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
MIK CAPITAL LLC | 1 | 1 | 4.72% | 4.72% | 4.72% | Q4 2016 | Q4 2016 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2015 | Q4 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2014 | Q1 2014 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 3.00% | 3.00% | 3.00% | Q3 2021 | Q3 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WS MANAGEMENT LLLP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2018 | Q1 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2019 | Q3 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rokos Capital Management LLP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
Exane Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
IRON Financial LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2014 | Q3 2014 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PARK PRESIDIO CAPITAL LLC | 1 | 1 | 5.46% | 5.46% | 5.46% | Q3 2018 | Q3 2018 | 1 |
HOWARD CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Copperleaf Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
Sculati Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
3G Capital Partners | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2015 | Q1 2015 | 1 |
Aventail Capital Group, LP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2021 | Q2 2021 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NEWLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.68% | 4.68% | 4.68% | Q3 2015 | Q3 2015 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Appian Way Asset Management LP | 1 | 1 | 2.03% | 2.03% | 2.03% | Q4 2022 | Q4 2022 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cartenna Capital, LP | 1 | 1 | 4.18% | 4.18% | 4.18% | Q1 2022 | Q1 2022 | 1 |
S&T BANK/PA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2013 | Q2 2013 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
ATLANTIC INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2015 | Q3 2015 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AM INVESTMENT STRATEGIES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own NORFOLK SOUTHERN CORP or have owned NORFOLK SOUTHERN CORP in the past.