Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 30 |
CAPSTONE INVESTMENT ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 25 |
Walleye Trading LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 21 |
WOLVERINE TRADING, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 21 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
UBS Group AG | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 17 |
D. E. Shaw & Co., Inc. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 17 |
GOLDMAN SACHS GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 15 |
Walleye Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 12 |
HSBC HOLDINGS PLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 12 |
CITIGROUP INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 12 |
Anchor Investment Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 11 |
OPTIMUM INVESTMENT ADVISORS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 11 |
CSS LLC/IL | 6 | 3 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 11 |
Roble, Belko & Company, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GAMCO INVESTORS, INC. ET AL | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BROWN BROTHERS HARRIMAN & CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BALDWIN BROTHERS LLC/MA | 7 | 3 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q4 2023 | 10 |
NORTHERN TRUST CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Centerpoint Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Allianz Asset Management GmbH | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Pflug Koory, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Crewe Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Allworth Financial LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GLENMEDE TRUST CO NA | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
STIFEL FINANCIAL CORP | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Factorial Partners, LLC | 10 | 10 | 0.24% | 1.12% | 1.65% | Q2 2021 | Q3 2023 | 10 |
Kentucky Retirement Systems | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TORONTO DOMINION BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LPL Financial LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Legal & General Group Plc | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BlackRock Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Capital Advisors, Ltd. LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Carmichael Hill & Associates, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
NewSquare Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EVERETT HARRIS & CO /CA/ | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Fruth Investment Management | 10 | 10 | 0.15% | 0.28% | 0.36% | Q2 2021 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Daiwa Securities Group Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ProShare Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KAHN BROTHERS GROUP INC | 10 | 10 | 0.14% | 0.25% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Douglas Lane & Associates, LLC | 10 | 10 | 0.02% | 0.12% | 0.22% | Q2 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Fortis Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Handelsbanken Fonder AB | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 10 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GARLAND CAPITAL MANAGEMENT INC | 10 | 10 | 1.99% | 3.12% | 3.95% | Q2 2021 | Q3 2023 | 10 |
M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q4 2023 | 10 |
DEUTSCHE BANK AG\ | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Plante Moran Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Lee Financial Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Cohen Klingenstein LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Williams Jones Wealth Management, LLC. | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Chevy Chase Trust Holdings, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Avior Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KARPAS STRATEGIES, LLC | 10 | 10 | 0.09% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HALL LAURIE J TRUSTEE | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MORGAN STANLEY | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
West Oak Capital, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Piscataqua Savings Bank | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
VANGUARD GROUP INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Westside Investment Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Vantage Consulting Group Inc | 10 | 10 | 0.04% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Utah Retirement Systems | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
WEST PACES ADVISORS INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FIRST MANHATTAN CO. LLC. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Private Ocean, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
UMB Bank, n.a. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Nuveen Asset Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Calamos Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Keeley-Teton Advisors, LLC | 10 | 10 | 0.14% | 0.35% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Silvant Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BROWN ADVISORY INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Bollard Group LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Tower Research Capital LLC (TRC) | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
DIMENSIONAL FUND ADVISORS LP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MOTCO | 10 | 10 | 0.00% | 0.00% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10 | 10 | 0.05% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Manchester Capital Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AMALGAMATED BANK | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
COMMERCE BANK | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FOUNDATION RESOURCE MANAGEMENT INC | 10 | 10 | 0.04% | 0.09% | 0.16% | Q2 2021 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Pacer Advisors, Inc. | 10 | 10 | 0.00% | 0.10% | 0.36% | Q2 2021 | Q3 2023 | 10 |
CapWealth Advisors, LLC | 10 | 10 | 0.06% | 0.31% | 0.45% | Q2 2021 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Aspire Private Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ameritas Investment Partners, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PRIVATE MANAGEMENT GROUP INC | 10 | 10 | 0.93% | 1.24% | 1.58% | Q2 2021 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 10 | 10 | 0.00% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 10 |
SOUND SHORE MANAGEMENT INC /CT/ | 10 | 10 | 2.06% | 2.81% | 3.22% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Invesco Ltd. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.01% | 0.06% | 0.17% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO OF NEVADA INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Lindbrook Capital, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TEXAS PERMANENT SCHOOL FUND CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
STATE OF WISCONSIN INVESTMENT BOARD | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 10 |
NVWM, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cardinal Capital Management | 10 | 10 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Riverview Trust Co | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Creative Planning | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Mariner, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Moisand Fitzgerald Tamayo, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Treasurer of the State of North Carolina | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 10 | 0.00% | 0.10% | 0.93% | Q2 2021 | Q3 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PARK CIRCLE Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CULLEN/FROST BANKERS, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PROFUND ADVISORS LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GUGGENHEIM CAPITAL LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Archer Investment Corp | 10 | 10 | 0.01% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Poehling Capital Management, INC. | 10 | 10 | 1.17% | 2.71% | 3.70% | Q2 2021 | Q3 2023 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.21% | 0.32% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Cranbrook Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
M&G INVESTMENT MANAGEMENT LTD | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HOEY INVESTMENTS, INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AUXIER ASSET MANAGEMENT | 10 | 10 | 0.11% | 0.20% | 0.29% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Crossmark Global Holdings, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Perkins Coie Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Smithfield Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Guild Investment Management, Inc. | 10 | 10 | 0.84% | 2.03% | 3.50% | Q2 2021 | Q3 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 10 | 10 | 0.03% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Sutton Wealth Advisors Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
abrdn plc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 10 | 10 | 0.11% | 0.22% | 0.31% | Q2 2021 | Q3 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
FIRST FINANCIAL CORP /IN/ | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HERITAGE INVESTORS MANAGEMENT CORP | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
WHITEBOX ADVISORS LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
ROYCE & ASSOCIATES LP | 10 | 10 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
ASSETMARK, INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Rodgers Brothers Inc. | 10 | 10 | 0.14% | 0.50% | 0.88% | Q2 2021 | Q3 2023 | 10 |
KBC Group NV | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Neuberger Berman Group LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Aristotle Atlantic Partners, LLC | 10 | 10 | 0.03% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 10 |
OSAIC HOLDINGS, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Wesleyan Assurance Society | 10 | 10 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Rafferty Asset Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SouthState Corp | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LORD, ABBETT & CO. LLC | 10 | 10 | 0.22% | 0.53% | 1.02% | Q2 2021 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PrairieView Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Larson Financial Group LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
US BANCORP \DE\ | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BONNESS ENTERPRISES INC | 10 | 10 | 0.11% | 0.54% | 0.88% | Q2 2021 | Q3 2023 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NATIXIS ADVISORS, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
JPMORGAN CHASE & CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Clean Yield Group | 10 | 10 | 0.01% | 0.98% | 2.30% | Q2 2021 | Q3 2023 | 10 |
Moors & Cabot, Inc. | 10 | 10 | 0.01% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GABLES CAPITAL MANAGEMENT INC. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Arnhold LLC | 10 | 10 | 0.13% | 0.21% | 0.32% | Q2 2021 | Q3 2023 | 10 |
BEDDOW CAPITAL MANAGEMENT INC | 10 | 10 | 0.45% | 1.21% | 1.88% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Systematic Alpha Investments, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Squarepoint Ops LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Ensign Peak Advisors, Inc | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
RHUMBLINE ADVISERS | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Gotham Asset Management, LLC | 10 | 10 | 0.04% | 0.13% | 0.24% | Q2 2021 | Q3 2023 | 10 |
JANUS HENDERSON GROUP PLC | 10 | 10 | 0.01% | 0.13% | 0.28% | Q2 2021 | Q3 2023 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WASHINGTON TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Louisiana State Employees Retirement System | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Estabrook Capital Management | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ARROW FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 10 | 10 | 1.22% | 1.83% | 2.73% | Q2 2021 | Q3 2023 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Zions Bancorporation, N.A. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
STRS OHIO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TOTH FINANCIAL ADVISORY CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Stuart Chaussee & Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ROCKY MOUNTAIN ADVISERS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Radnor Capital Management, LLC | 10 | 10 | 0.18% | 0.53% | 1.26% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AQR Capital Management | 10 | 10 | 0.03% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Te Ahumairangi Investment Management Ltd | 10 | 10 | 0.06% | 0.31% | 0.42% | Q2 2021 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GEODE CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Gifford Fong Associates | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Riggs Asset Managment Co. Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LSV ASSET MANAGEMENT | 10 | 10 | 0.05% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Versant Capital Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
AllSquare Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Retirement Systems of Alabama | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Community Bank, N.A. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Pacifica Partners Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
STATE STREET CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Marble Harbor Investment Counsel, LLC | 10 | 10 | 0.03% | 0.75% | 1.37% | Q2 2021 | Q3 2023 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CIBC Asset Management Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
West Financial Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BANK OF AMERICA CORP /DE/ | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LOGAN CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.01% | 0.08% | 0.16% | Q2 2021 | Q3 2023 | 10 |
KEMPNER CAPITAL MANAGEMENT INC. | 10 | 10 | 1.07% | 1.95% | 3.14% | Q2 2021 | Q3 2023 | 10 |
Addison Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mine & Arao Wealth Creation & Management, LLC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FAYEZ SAROFIM & CO | 10 | 10 | 0.00% | 0.10% | 0.21% | Q2 2021 | Q3 2023 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
METROPOLITAN LIFE INSURANCE CO/NY | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ROYAL BANK OF CANADA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Banque Cantonale Vaudoise | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DUNCKER STREETT & CO INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Highlander Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Personal Financial Services | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Mirae Asset Global Investments Co., Ltd. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 10 | 0.33% | 0.75% | 1.22% | Q2 2021 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 10 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
TCTC Holdings, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
IFP Advisors, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TD ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Costello Asset Management, INC | 10 | 10 | 0.00% | 0.01% | 0.08% | Q2 2021 | Q3 2023 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FEDERATED HERMES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
State of Tennessee, Treasury Department | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
M&T BANK CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Global Trust Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Private Advisor Group, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Pacific Center for Financial Services | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Janney Montgomery Scott LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.05% | 0.81% | 1.29% | Q3 2021 | Q3 2023 | 9 |
COMERICA BANK | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Investors Research Corp | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Amundi | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Cowen Prime Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 9 |
Oakworth Capital, Inc. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
BANK OF MONTREAL /CAN/ | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
North Star Investment Management Corp. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PANAGORA ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
FAIRFIELD, BUSH & CO. | 9 | 9 | 0.09% | 0.23% | 0.36% | Q3 2021 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
SG Americas Securities, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Mitsubishi UFJ Trust & Banking Corp | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
CORDA Investment Management, LLC. | 9 | 9 | 0.16% | 0.60% | 1.03% | Q2 2021 | Q2 2023 | 9 |
CREDIT AGRICOLE S A | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
HARTFORD INVESTMENT MANAGEMENT CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
State of Alaska, Department of Revenue | 6 | 3 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 9 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
WESBANCO BANK INC | 5 | 4 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
State of Wyoming | 6 | 3 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
SEIZERT CAPITAL PARTNERS, LLC | 9 | 9 | 0.26% | 0.53% | 0.80% | Q3 2021 | Q3 2023 | 9 |
MILLER VALUE PARTNERS, LLC | 9 | 9 | 0.12% | 0.88% | 3.04% | Q3 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
EXCALIBUR MANAGEMENT CORP | 9 | 9 | 0.25% | 0.41% | 0.53% | Q3 2021 | Q3 2023 | 9 |
Russell Investments Group, Ltd. | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
ROYAL LONDON ASSET MANAGEMENT LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
HAP Trading, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 9 |
AMERICAN CENTURY COMPANIES INC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 9 |
IFS Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2023 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Sandy Spring Bank | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Pinnacle Bancorp, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Norinchukin Bank, The | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Eukles Asset Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Greylin Investment Management, Inc | 6 | 3 | 1.40% | 2.20% | 2.92% | Q2 2021 | Q3 2023 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Boit C F David | 5 | 4 | 0.01% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 9 |
Close Asset Management Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
SRS Capital Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
SeaBridge Investment Advisors LLC | 9 | 9 | 0.15% | 0.28% | 0.38% | Q2 2021 | Q2 2023 | 9 |
Twin Lakes Capital Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MACKENZIE FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 9 |
TSFG, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
WealthTrust Axiom LLC | 9 | 9 | 0.11% | 0.18% | 0.30% | Q3 2021 | Q3 2023 | 9 |
CIBC WORLD MARKETS CORP | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Laffer Tengler Investments, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 9 |
Glassman Wealth Services | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 8 | 1 | 0.00% | 0.33% | 0.74% | Q2 2021 | Q3 2023 | 9 |
BerganKDV Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
HARBOUR INVESTMENTS, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.12% | 0.36% | 0.64% | Q2 2021 | Q2 2023 | 9 |
B. Riley Wealth Advisors, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
CLEAR STREET MARKETS LLC | 7 | 7 | 0.00% | 0.01% | 0.06% | Q1 2022 | Q3 2023 | 9 |
WEBSTER BANK, N. A. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
AVIVA PLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
LOOMIS SAYLES & CO L P | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Advisory Services Network, LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
First Command Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Winch Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
DekaBank Deutsche Girozentrale | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Hanson & Doremus Investment Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MCF Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Bruce & Co., Inc. | 9 | 9 | 0.18% | 0.21% | 0.25% | Q3 2021 | Q3 2023 | 9 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CIBC WORLD MARKET INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
S.A. Mason LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q2 2023 | 9 |
SENTRY INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 3 | 0.02% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Sippican Capital Advisors | 9 | 9 | 0.20% | 1.16% | 1.59% | Q3 2021 | Q3 2023 | 9 |
Cresset Asset Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Ridgewood Investments LLC | 6 | 3 | 0.32% | 0.51% | 0.73% | Q2 2021 | Q3 2023 | 9 |
SECURIAN ASSET MANAGEMENT, INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SHELL ASSET MANAGEMENT CO | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.19% | 0.40% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Hudson Bay Capital Management LP | 5 | 3 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 8 |
AMERICAN NATIONAL BANK | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Heritage Wealth Advisors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Willis Investment Counsel | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 8 | 8 | 0.05% | 0.06% | 0.09% | Q2 2021 | Q1 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 8 |
First National Bank of South Miami | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
Murphy Pohlad Asset Management LLC | 8 | 8 | 0.24% | 0.81% | 1.08% | Q2 2021 | Q1 2023 | 8 |
Investment Research & Advisory Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AR ASSET MANAGEMENT INC | 8 | 8 | 0.11% | 0.63% | 1.05% | Q2 2021 | Q1 2023 | 8 |
Vigilant Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HBC Financial Services, PLLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
MBM Wealth Consultants, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
FIRST TRUST ADVISORS LP | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Kestra Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
TD Capital Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.09% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Round Hill Asset Management | 8 | 8 | 0.14% | 0.16% | 0.20% | Q2 2021 | Q1 2023 | 8 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 1 | 0.01% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Keene & Associates, Inc. | 8 | 8 | 1.47% | 2.12% | 2.96% | Q4 2021 | Q3 2023 | 8 |
EAGLE GLOBAL ADVISORS LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2023 | 8 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
S&CO INC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q1 2023 | 8 |
Arlington Partners LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Maryland State Retirement & Pension System | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
KB FINANCIAL PARTNERS, LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.05% | 0.08% | 0.11% | Q3 2021 | Q3 2023 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
South Dakota Investment Council | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Fisher Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q1 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Cetera Investment Advisers | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Impax Asset Management Group plc | 8 | 8 | 0.06% | 0.11% | 0.20% | Q2 2021 | Q1 2023 | 8 |
PSI Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ROBERTS GLORE & CO INC /IL/ | 8 | 8 | 0.14% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Timber Creek Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 7 |
Ellevest, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.16% | 0.27% | 0.34% | Q2 2021 | Q4 2022 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q4 2022 | 7 |
ALGERT GLOBAL LLC | 4 | 1 | 0.03% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital World Investors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Compagnie Lombard Odier SCmA | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Global Wealth Management Investment Advisory, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
SkyView Investment Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q2 2023 | 7 |
PGGM Investments | 4 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q1 2023 | 7 |
ING GROEP NV | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Capital Research Global Investors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Hodges Capital Management Inc. | 7 | 7 | 0.02% | 0.16% | 0.50% | Q3 2021 | Q1 2023 | 7 |
AUA CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PRIO WEALTH LIMITED PARTNERSHIP | 7 | 7 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q4 2022 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 7 | 7 | 0.63% | 1.15% | 1.58% | Q2 2021 | Q4 2022 | 7 |
Burleson & Company, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
FIDUCIARY TRUST CO | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Telos Capital Management, Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2022 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
USS Investment Management Ltd | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q4 2022 | 7 |
Freemont Management S.A. | 5 | 2 | 0.05% | 0.63% | 0.96% | Q2 2021 | Q1 2023 | 7 |
AMG National Trust Bank | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Antonetti Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2010 | Q4 2022 | 7 |
Kendall Capital Management | 7 | 7 | 0.16% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Syverson Strege & Co | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
NORGES BANK | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
WEALTH EFFECTS LLC | 6 | 1 | 0.28% | 0.48% | 0.63% | Q4 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Verdence Capital Advisors LLC | 7 | 7 | 0.04% | 0.09% | 0.12% | Q3 2021 | Q1 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 7 |
Bard Financial Services, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Ethic Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 7 | 0.00% | 0.05% | 0.10% | Q2 2021 | Q4 2022 | 7 |
Hikari Tsushin, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Citizens National Bank Trust Department | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.06% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Aviance Capital Partners, LLC | 7 | 7 | 0.08% | 0.24% | 0.30% | Q2 2021 | Q4 2022 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Level Financial Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Sonora Investment Management Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Retirement Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 7 |
TOWNSQUARE CAPITAL LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Lumature Wealth Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
Lafayette Investments | 7 | 7 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q1 2023 | 7 |
TFO Wealth Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Sio Capital Management, LLC | 6 | 1 | 1.63% | 4.49% | 7.29% | Q4 2021 | Q3 2023 | 7 |
Mawer Investment Management Ltd. | 7 | 7 | 1.19% | 1.63% | 2.08% | Q1 2022 | Q3 2023 | 7 |
ETF MANAGERS GROUP, LLC | 7 | 7 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q4 2022 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Sageworth Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Sargent Bickham Lagudis LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
NFJ INVESTMENT GROUP, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q4 2022 | 7 |
JONES FINANCIAL COMPANIES LLLP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Tidal Investments LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Copeland Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Estate Counselors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Orion Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WINTON GROUP Ltd | 6 | 6 | 0.04% | 0.09% | 0.13% | Q4 2021 | Q1 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
American Research & Management Co. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Kinneret Advisory, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
CM Management, LLC | 3 | 1 | 0.28% | 0.60% | 0.98% | Q2 2021 | Q3 2023 | 6 |
Spectrum Management Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Canal Insurance CO | 6 | 6 | 0.07% | 0.10% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Horiko Capital Management LLC | 6 | 6 | 1.18% | 2.64% | 4.23% | Q4 2021 | Q1 2023 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LEE DANNER & BASS INC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2022 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.01% | 0.11% | 0.15% | Q2 2021 | Q3 2022 | 6 |
Bromfield Sneider Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GODSEY & GIBB, INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
NJ State Employees Deferred Compensation Plan | 5 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2022 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Soviero Asset Management, LP | 6 | 6 | 1.13% | 3.97% | 5.01% | Q2 2021 | Q3 2022 | 6 |
SHUFRO ROSE & CO LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 6 |
SP Asset Management | 6 | 6 | 0.08% | 0.56% | 0.96% | Q2 2021 | Q3 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Kentucky Retirement Systems Insurance Trust Fund | 5 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.17% | 0.22% | 0.35% | Q2 2022 | Q3 2023 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Tyler-Stone Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Livforsakringsbolaget Skandia, Omsesidigt | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Engineers Gate Manager LP | 4 | 2 | 0.02% | 0.08% | 0.20% | Q4 2021 | Q3 2023 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Danda Trouve Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
EUDAIMONIA ADVISORS LLC | 6 | 6 | 0.15% | 0.28% | 0.37% | Q4 2021 | Q1 2023 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WFA Asset Management Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Man Group plc | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 6 |
NIA IMPACT ADVISORS, LLC | 6 | 6 | 1.39% | 1.64% | 2.20% | Q1 2022 | Q2 2023 | 6 |
American Portfolios Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Fractal Investments LLC | 5 | 1 | 0.05% | 0.16% | 0.28% | Q4 2021 | Q2 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 6 |
Hudock, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
First PREMIER Bank | 3 | 3 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q4 2022 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Lifeworks Advisors, LLC | 6 | 6 | 0.13% | 0.21% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Johnson Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
CACTI ASSET MANAGEMENT LLC | 6 | 6 | 0.06% | 0.12% | 0.16% | Q3 2022 | Q4 2023 | 6 |
Veritable, L.P. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
BANQUE PICTET & CIE SA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Covington Capital Management | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Bank of New Hampshire | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.19% | 0.28% | 0.38% | Q2 2021 | Q3 2022 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Delos Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
EVOKE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
DENALI ADVISORS LLC | 6 | 6 | 0.01% | 0.08% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Paladin Advisory Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Alan B Lancz & Associates, Inc. | 6 | 6 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q1 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.12% | 0.42% | Q2 2021 | Q3 2023 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2022 | 6 |
BECKER CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2022 | 6 |
WESTPAC BANKING CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BROOKS, MOORE & ASSOCIATES, INC. | 4 | 2 | 0.42% | 0.59% | 0.75% | Q2 2021 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 6 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Caption Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
1ST SOURCE BANK | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
NEW ENGLAND ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Tredje AP-fonden | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.10% | 0.19% | 0.29% | Q2 2022 | Q3 2023 | 5 |
Ilmarinen Mutual Pension Insurance Co | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 5 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Robeco Institutional Asset Management B.V. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GW&K Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
MONARCH CAPITAL MANAGEMENT INC/ | 5 | 5 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
First Bank & Trust | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Godshalk Welsh Capital Management, Inc. | 5 | 5 | 0.22% | 0.41% | 0.53% | Q2 2021 | Q2 2022 | 5 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 5 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Professional Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q2 2022 | 5 |
REGENTATLANTIC CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Czech National Bank | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MITCHELL SINKLER & STARR/PA | 3 | 2 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
FIRST COMMUNITY TRUST NA | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Gladius Capital Management LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.07% | 0.18% | 0.32% | Q4 2021 | Q3 2023 | 5 |
Clear Harbor Asset Management, LLC | 5 | 5 | 0.02% | 0.10% | 0.15% | Q2 2021 | Q2 2022 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
INGALLS & SNYDER LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 5 |
New England Research & Management, Inc. | 5 | 5 | 0.19% | 0.32% | 0.55% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Employees Retirement System of Texas | 3 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 5 |
DOWLING & YAHNKE LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Northeast Financial Consultants Inc | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Poplar Forest Capital LLC | 5 | 5 | 1.02% | 2.69% | 3.29% | Q2 2021 | Q2 2022 | 5 |
Mengis Capital Management, Inc. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q2 2022 | 5 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Magnetar Financial LLC | 3 | 2 | 0.01% | 0.45% | 0.97% | Q2 2021 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
NATIXIS | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Knott David M Jr | 5 | 5 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
FINANCIAL COUNSELORS INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
Demars Financial Group, LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q2 2021 | Q2 2022 | 5 |
Argyle Capital Management Inc. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Smead Capital Management, Inc. | 5 | 5 | 0.17% | 0.53% | 1.12% | Q2 2021 | Q2 2022 | 5 |
Wellington Shields & Co., LLC | 4 | 1 | 0.04% | 0.07% | 0.11% | Q3 2021 | Q4 2022 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
BURNEY CO/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
ALPS ADVISORS INC | 5 | 5 | 0.02% | 0.20% | 0.26% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Community Capital Management, LLC | 4 | 4 | 0.01% | 0.38% | 0.76% | Q2 2021 | Q1 2022 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Banco Santander, S.A. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Marquette Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SECTOR GAMMA AS | 5 | 5 | 2.58% | 2.98% | 3.57% | Q2 2021 | Q2 2022 | 5 |
Old North State Trust, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 5 |
Founders Capital Management | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q1 2023 | 5 |
Cedar Mountain Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
GRANDFIELD & DODD, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Missouri Trust & Investment Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
BALASA DINVERNO & FOLTZ LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q2 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TERRIL BROTHERS, INC. | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q1 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 0.66% | 0.76% | 0.92% | Q4 2022 | Q3 2023 | 4 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.02% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
NICHOLS & PRATT ADVISERS LLP /MA | 4 | 4 | 0.06% | 0.09% | 0.13% | Q2 2021 | Q1 2022 | 4 |
Twin Tree Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
First Light Asset Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TIAA, FSB | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
KLCM Advisors, Inc. | 3 | 1 | 0.18% | 1.26% | 2.03% | Q2 2021 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.63% | 0.84% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 4 |
MACKAY SHIELDS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
EXANE DERIVATIVES | 3 | 1 | 0.03% | 0.13% | 0.19% | Q2 2021 | Q2 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
McCarthy Asset Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MEMBERS CAPITAL ADVISORS INC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q1 2022 | 4 |
COUNTRY TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.14% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Ledyard National Bank | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
HBK Sorce Advisory LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Financial Advantage, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.69% | 1.04% | 1.51% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Versor Investments LP | 3 | 1 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q1 2023 | 4 |
Teza Capital Management LLC | 3 | 1 | 0.04% | 0.11% | 0.21% | Q3 2022 | Q3 2023 | 4 |
MIROVA | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 4 |
New Vernon Capital Holdings II LLC | 4 | 4 | 0.11% | 0.15% | 0.26% | Q2 2022 | Q1 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.44% | 0.56% | 0.72% | Q2 2021 | Q1 2022 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Cardinal Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Cordasco Financial Network | 3 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
ACIMA PRIVATE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
BECK MACK & OLIVER LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.41% | 0.53% | 0.64% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Alberta Investment Management Corp | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
AXA S.A. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
CENTRAL BANK & TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ATWOOD & PALMER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Capitolis Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.12% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Diversified Trust Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Graves Light Lenhart Wealth, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Varma Mutual Pension Insurance Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.05% | 0.12% | Q2 2021 | Q3 2022 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quilter Plc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
DODGE & COX | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FIL Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 4 |
Gemmer Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EMC Capital Management | 4 | 4 | 0.07% | 0.15% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Crestwood Advisors Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
City State Bank | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.18% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bruderman Asset Management, LLC | 4 | 4 | 0.72% | 0.89% | 1.06% | Q3 2021 | Q2 2022 | 4 |
LaFleur & Godfrey LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
W ADVISORS, LLC | 3 | 1 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Morton Brown Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Matthew Goff Investment Advisor, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 4 |
WELCH & FORBES LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 3 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 3 | 3 | 1.06% | 1.32% | 1.57% | Q2 2021 | Q4 2021 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Blume Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 3 |
Wellington Shields Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Asset Planning Services, Ltd. | 3 | 3 | 0.19% | 0.20% | 0.21% | Q2 2021 | Q4 2021 | 3 |
Lavaca Capital LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
ClearBridge Investments | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MAI Capital Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
ARMISTICE CAPITAL, LLC | 3 | 3 | 0.69% | 0.98% | 1.17% | Q3 2022 | Q1 2023 | 3 |
HYMAN CHARLES D | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.02% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Birch Hill Investment Advisors LLC | 3 | 3 | 0.03% | 0.07% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Klaas Financial Asset Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.08% | 0.13% | 0.16% | Q4 2021 | Q2 2022 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Barbara Oil Co. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.36% | 0.44% | 0.51% | Q2 2022 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
US Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
EDGAR LOMAX CO/VA | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Argent Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Tufton Capital Management | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Pantheon Investment Group, LLC | 3 | 3 | 0.54% | 0.61% | 0.68% | Q2 2021 | Q4 2021 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.08% | 0.24% | Q4 2021 | Q2 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Core Alternative Capital | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BNP Paribas Asset Management Holding S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BRYN MAWR TRUST Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Truehand, Inc | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Strengthening Families & Communities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
American Assets Investment Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
BAHL & GAYNOR INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 3 | 3 | 0.03% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Corsicana & Co. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital International Investors | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Sweet Financial Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2022 | 3 |
MARKSTON INTERNATIONAL LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 3 | 0.22% | 0.24% | 0.26% | Q2 2021 | Q4 2021 | 3 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.07% | 0.16% | Q3 2022 | Q2 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Principle Wealth Partners LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 3 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Buckley Wealth Management, LLC | 3 | 3 | 0.09% | 0.14% | 0.22% | Q2 2021 | Q4 2021 | 3 |
First Washington CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Jump Financial, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Bray Capital Advisors | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.16% | 0.30% | 0.38% | Q2 2022 | Q4 2022 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2022 | 3 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.19% | 0.30% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Family Capital Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Laurel Wealth Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Venator Management LLC | 3 | 3 | 3.16% | 3.36% | 3.60% | Q2 2021 | Q4 2021 | 3 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
JACOBS & CO/CA | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.10% | 0.24% | 0.34% | Q2 2021 | Q2 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Huber Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Retirement Planning Co of New England, Inc. | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 3 |
COHEN & STEERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Knuff & Co LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Surevest, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.18% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Cedar Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Atlas Brown,Inc. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Iron Horse Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Widmann Financial Services, Inc. | 3 | 3 | 0.14% | 0.20% | 0.24% | Q4 2021 | Q2 2022 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CAMDEN NATIONAL BANK | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Financial Avengers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MEYER HANDELMAN CO | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q4 2021 | 2 |
Firestone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.24% | 0.28% | 0.31% | Q2 2023 | Q3 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Railway Pension Investments Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
BLB&B Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AMERICAN NATIONAL INSURANCE CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTACT INVESTMENT MANAGEMENT INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Sciencast Management LP | 2 | 2 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q2 2022 | 2 |
Sawyer & Company, Inc | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
ADE, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Game Creek Capital, LP | 2 | 2 | 0.21% | 0.28% | 0.35% | Q2 2021 | Q3 2021 | 2 |
Carolina Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Abacus Planning Group, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q2 2022 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
HENNESSY ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WOODSTOCK CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q3 2022 | Q4 2022 | 2 |
TECTONIC ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Reitz Capital Advisors LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2021 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 1.31% | 1.39% | 1.47% | Q2 2023 | Q3 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Corton Capital Inc. | 1 | 1 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
IBM Retirement Fund | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
NEVILLE RODIE & SHAW INC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 2 | 2 | 0.20% | 0.56% | 0.93% | Q2 2022 | Q3 2022 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q2 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
EVERENCE CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q4 2021 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Gulf International Bank (UK) Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cipher Capital LP | 2 | 2 | 0.07% | 0.16% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Corient Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
JARISLOWSKY, FRASER Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
PointState Capital LP | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2021 | Q3 2021 | 2 |
CYPRESS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Ashburton (Jersey) Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Cornerstone Advisory, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q3 2021 | Q4 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
KNOTT DAVID M | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Glenview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
GATEWAY INVESTMENT ADVISERS LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
EASTERLY INVESTMENT PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Mercer Capital Advisers, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Navigation Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2021 | Q2 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.03% | 0.09% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PARTHENON LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WEST BANCORPORATION INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Hi-Line Capital Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
APG Asset Management N.V. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Invenomic Capital Management LP | 1 | 1 | 0.18% | 0.36% | 0.54% | Q3 2022 | Q3 2023 | 2 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Eos Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Granite Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
SHELTON CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Dai-ichi Life Insurance Company, Ltd | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CBIZ Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Royal Capital Wealth Management, LLC | 1 | 1 | 0.24% | 0.25% | 0.27% | Q2 2022 | Q4 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 0.68% | 0.70% | 0.72% | Q3 2021 | Q4 2021 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
JOHN G ULLMAN & ASSOCIATES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Mechanics Financial Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Vestcor Inc | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.05% | 0.16% | 0.28% | Q2 2021 | Q3 2021 | 2 |
Balentine LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Hoese & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KDI CAPITAL PARTNERS LLC | 2 | 2 | 0.60% | 0.61% | 0.62% | Q2 2021 | Q3 2021 | 2 |
MU Investments Co., Ltd. | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Cheviot Value Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Beacon Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Verdad Advisers, LP | 2 | 2 | 0.47% | 0.53% | 0.59% | Q2 2023 | Q3 2023 | 2 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Trifecta Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Tekla Capital Management LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2021 | 2 |
COURIER CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Leucadia National | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.04% | 0.19% | 0.35% | Q2 2021 | Q3 2021 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FORBES J M & CO LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prentice Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q2 2021 | Q2 2021 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Yarra Square Partners LP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2021 | Q2 2021 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
EASTERN BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sonic Fund II, L.P. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2021 | Q2 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2021 | Q4 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BESSEMER SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Long Focus Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Kylin Management | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2021 | Q2 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sabal Trust CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Sky Investment Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Islet Management, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q2 2021 | 1 |
BBVA USA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
QV Investors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
IAT REINSURANCE CO LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2021 | Q2 2021 | 1 |
Eversept Partners, LP | 1 | 1 | 1.41% | 1.41% | 1.41% | Q2 2021 | Q2 2021 | 1 |
LMR Partners LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
WAFRA INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SEEYOND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
SHAPIRO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Green Alpha Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2022 | Q2 2022 | 1 |
Pensionfund DSM Netherlands | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cutler Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BBJS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CCM INVESTMENT ADVISERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Siemens Fonds Invest GmbH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Alecta Tjanstepension Omsesidigt | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Orbimed Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SUMITOMO LIFE INSURANCE CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WealthBridge Investment Counsel Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PROSPECTOR PARTNERS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
QS Investors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ally Financial Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
FCF Advisors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PRIVATE ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
GREENWOOD GEARHART INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Violich Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BANK OF THE WEST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SALEM CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WINSLOW ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BOONE CAPITAL MANAGEMENT LLC | 1 | 1 | 7.14% | 7.14% | 7.14% | Q4 2022 | Q4 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
EADS & HEALD WEALTH MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PARUS FINANCE (UK) Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Optimal Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Grey Street Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Brookfield Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Rokos Capital Management LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CENTRAL SECURITIES CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Achmea Investment Management B.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Life Planning Partners, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Meiji Yasuda Asset Management Co Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Skorpios Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Redwood Grove Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GENERAL AMERICAN INVESTORS CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
PRIMECAP MANAGEMENT CO/CA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Absoluto Partners Gestao de Recursos Ltda | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Live Oak Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CLARK ESTATES INC/NY | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
General Partner, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Slate Path Capital LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2021 | Q2 2021 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Berkshire Hathaway | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Humankind Investments LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Selway Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sanders Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
United Community Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Veritas Investment Management (UK) Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Glenview Capital Management | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2021 | Q3 2021 | 1 |
Korea Investment CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FLC Capital Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
PLATINUM INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pensionfund Sabic | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Rovida Advisors Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TRUST CO OF VIRGINIA /VA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BFSG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Penn Mutual Asset Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lingohr Asset Management GmbH | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2022 | Q1 2022 | 1 |
Slocum, Gordon & Co LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KENFARB & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DnB Asset Management AS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cyrus J. Lawrence, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARATHON ASSET MANAGEMENT LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fore Capital, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2021 | Q3 2021 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Woodline Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Fairfax Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Accredited Investors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
World Asset Management Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own ORGANON & CO or have owned ORGANON & CO in the past.