Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 42 |
Citadel Advisors | 14 | 14 | 0.00% | 0.00% | 0.04% | Q2 2020 | Q3 2023 | 41 |
Walleye Trading LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 37 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 36 |
Parallax Volatility Advisers, L.P. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 35 |
MILLENNIUM MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 30 |
Cutler Group LLC / CA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 30 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 28 |
PEAK6 Investments LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 27 |
Squarepoint Ops LLC | 14 | 14 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 22 |
TUDOR INVESTMENT CORP ET AL | 14 | 14 | 0.01% | 0.16% | 0.47% | Q2 2020 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 22 |
Point72 Hong Kong Ltd | 7 | 1 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q3 2022 | 21 |
UBS Group AG | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 19 |
D. E. Shaw & Co., Inc. | 14 | 14 | 0.00% | 0.03% | 0.12% | Q2 2020 | Q3 2023 | 19 |
Gates Capital Management | 15 | 15 | 0.54% | 4.89% | 7.40% | Q1 2020 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 17 |
Point72 Asset Management, L.P. | 7 | 5 | 0.00% | 0.09% | 0.38% | Q1 2020 | Q1 2023 | 17 |
BlackRock Inc. | 14 | 14 | 0.00% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 17 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 14 | 14 | 0.02% | 0.11% | 0.42% | Q2 2020 | Q3 2023 | 16 |
AMG National Trust Bank | 14 | 14 | 0.05% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.05% | 0.08% | 0.09% | Q3 2011 | Q3 2023 | 16 |
ALLIANCEBERNSTEIN L.P. | 15 | 15 | 0.00% | 0.28% | 0.61% | Q1 2020 | Q3 2023 | 15 |
HSBC HOLDINGS PLC | 14 | 14 | 0.00% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CHEMUNG CANAL TRUST CO | 15 | 15 | 0.07% | 0.10% | 0.31% | Q2 2020 | Q4 2023 | 15 |
Diversified Trust Co | 15 | 15 | 0.01% | 0.10% | 0.19% | Q2 2020 | Q4 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.03% | 0.03% | 0.06% | Q2 2020 | Q4 2023 | 15 |
M&T BANK CORP | 14 | 14 | 0.00% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 15 |
TRUST CO OF TOLEDO NA /OH/ | 15 | 15 | 0.15% | 0.18% | 0.23% | Q2 2020 | Q4 2023 | 15 |
MEANS INVESTMENT CO., INC. | 15 | 15 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.00% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Bartlett & Co. LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q4 2023 | 15 |
FULTON BANK, N.A. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 15 |
Pacer Advisors, Inc. | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.00% | 0.04% | 0.28% | Q1 2020 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2023 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 15 | 0.05% | 0.23% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Curbstone Financial Management Corp | 15 | 15 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q4 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2023 | 15 |
Nuveen Asset Management, LLC | 14 | 14 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 15 |
WOODSTOCK CORP | 15 | 15 | 0.14% | 0.19% | 0.37% | Q2 2020 | Q4 2023 | 15 |
COURIER CAPITAL LLC | 15 | 15 | 0.02% | 0.08% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 15 | 0.00% | 0.19% | 0.28% | Q1 2020 | Q3 2023 | 15 |
DnB Asset Management AS | 15 | 15 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q4 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
M&R CAPITAL MANAGEMENT INC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q4 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.01% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Versant Capital Management, Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2023 | 15 |
NEVILLE RODIE & SHAW INC | 15 | 15 | 0.07% | 0.09% | 0.13% | Q2 2020 | Q4 2023 | 15 |
CACTI ASSET MANAGEMENT LLC | 15 | 15 | 0.20% | 0.27% | 0.31% | Q2 2020 | Q4 2023 | 15 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TORONTO DOMINION BANK | 14 | 14 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 14 |
ROCKLAND TRUST CO | 14 | 14 | 0.12% | 0.53% | 1.00% | Q2 2020 | Q3 2023 | 14 |
Calamos Advisors LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
M. Kraus & Co | 14 | 14 | 0.85% | 1.00% | 1.13% | Q2 2020 | Q3 2023 | 14 |
Capital Advisors, Ltd. LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Tortoise Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
ELCO Management Co., LLC | 14 | 14 | 0.36% | 0.44% | 0.51% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FOSTER & MOTLEY INC | 14 | 14 | 0.02% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON GROUP PLC | 14 | 14 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
SECURIAN ASSET MANAGEMENT, INC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROUP INC | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Evercore Wealth Management, LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Independence Bank of Kentucky | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CAPE COD FIVE CENTS SAVINGS BANK | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Farmers & Merchants Trust Co of Chambersburg PA | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Acropolis Investment Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Holowesko Partners Ltd. | 14 | 14 | 0.30% | 0.59% | 1.39% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Steigerwald, Gordon & Koch Inc. | 14 | 14 | 0.67% | 1.46% | 1.87% | Q2 2020 | Q3 2023 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.05% | 0.07% | 0.07% | Q2 2020 | Q3 2023 | 14 |
TOMPKINS FINANCIAL CORP | 10 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2023 | 14 |
MONTAG A & ASSOCIATES INC | 14 | 14 | 0.03% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.02% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Retirement Systems of Alabama | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CKW FINANCIAL GROUP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Artisan Partners Limited Partnership | 14 | 14 | 0.07% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
UMB Bank, n.a. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NTV ASSET MANAGEMENT LLC | 14 | 14 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Choate Investment Advisors | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Colonial Trust Advisors | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PROFUND ADVISORS LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Argent Trust Co | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
GARRISON POINT ADVISORS, LLC | 14 | 14 | 0.30% | 0.36% | 0.40% | Q2 2020 | Q3 2023 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 14 | 0.40% | 0.51% | 0.64% | Q2 2020 | Q3 2023 | 14 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 14 | 0.13% | 0.16% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.01% | 0.19% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Asset Dedication, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
HOME FEDERAL BANK OF TENNESSEE | 14 | 14 | 0.14% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Pointe Capital Management LLC | 14 | 14 | 0.22% | 0.26% | 0.31% | Q2 2020 | Q3 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Smithfield Trust Co | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Gulf International Bank (UK) Ltd | 14 | 14 | 0.08% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
BNP Paribas Asset Management Holding S.A. | 14 | 14 | 0.00% | 0.09% | 0.26% | Q2 2020 | Q3 2023 | 14 |
MetLife Investment Management, LLC | 14 | 14 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Utah Retirement Systems | 14 | 14 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
CIGNA INVESTMENTS INC /NEW | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 14 | 14 | 0.11% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
NJ State Employees Deferred Compensation Plan | 14 | 14 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Merit Financial Group, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Allred Capital Management, LLC | 14 | 14 | 0.21% | 0.27% | 0.31% | Q2 2020 | Q3 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
KANAWHA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.34% | 0.39% | 0.44% | Q2 2020 | Q3 2023 | 14 |
GABLES CAPITAL MANAGEMENT INC. | 14 | 14 | 0.03% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FORSTA AP-FONDEN | 14 | 14 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Nippon Life Global Investors Americas, Inc. | 14 | 14 | 0.63% | 0.95% | 1.41% | Q2 2020 | Q3 2023 | 14 |
FUKOKU MUTUAL LIFE INSURANCE Co | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AXA S.A. | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
WESTPAC BANKING CORP | 14 | 14 | 0.06% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 14 | 0.04% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.01% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 14 | 0.69% | 1.05% | 1.45% | Q2 2020 | Q3 2023 | 14 |
PANAGORA ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Aberdeen Wealth Management LLC | 14 | 14 | 0.20% | 0.24% | 0.32% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.10% | 0.39% | 1.62% | Q2 2020 | Q3 2023 | 14 |
MERIDIAN MANAGEMENT CO | 14 | 14 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
National Pension Service | 14 | 14 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
PUTNAM INVESTMENTS LLC | 14 | 14 | 0.12% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
State of Tennessee, Treasury Department | 14 | 14 | 0.02% | 0.04% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Bray Capital Advisors | 14 | 14 | 0.01% | 0.03% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.06% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.04% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 14 | 14 | 0.77% | 1.33% | 1.78% | Q2 2020 | Q3 2023 | 14 |
Fiera Capital Corp | 14 | 14 | 1.86% | 2.08% | 2.31% | Q2 2020 | Q3 2023 | 14 |
PITCAIRN CO | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Hanson & Doremus Investment Management | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
GATEWAY INVESTMENT ADVISERS LLC | 14 | 14 | 0.03% | 0.06% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Candriam S.C.A. | 14 | 14 | 0.02% | 0.17% | 0.31% | Q2 2020 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
MOODY LYNN & LIEBERSON, LLC | 14 | 14 | 0.14% | 0.88% | 1.56% | Q2 2020 | Q3 2023 | 14 |
BECK MACK & OLIVER LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TOWER BRIDGE ADVISORS | 14 | 14 | 0.04% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Swiss National Bank | 14 | 14 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Archer Investment Corp | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
DAVIDSON INVESTMENT ADVISORS | 14 | 14 | 0.84% | 1.03% | 1.15% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Tufton Capital Management | 14 | 14 | 0.38% | 0.52% | 0.63% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
ARROW FINANCIAL CORP | 14 | 14 | 0.02% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Estabrook Capital Management | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
COLONY GROUP LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
APG Asset Management N.V. | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Court Place Advisors, LLC | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Man Group plc | 14 | 14 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
DODGE & COX | 14 | 14 | 0.25% | 0.32% | 0.50% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Insurance Company, Ltd | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
YHB Investment Advisors, Inc. | 14 | 14 | 0.12% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Bancorp, Inc. | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Louisiana State Employees Retirement System | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Prestige Wealth Management Group LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
REGIONS FINANCIAL CORP | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Bragg Financial Advisors, Inc | 14 | 14 | 0.02% | 0.05% | 0.15% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 14 | 14 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2023 | 14 |
BOSTON FINANCIAL MANGEMENT LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HBC Financial Services, PLLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 14 | 0.10% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Triangle Securities Wealth Management | 14 | 14 | 0.42% | 0.49% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Korea Investment CORP | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Allied Investment Advisors, LLC | 14 | 14 | 1.61% | 2.05% | 2.46% | Q2 2020 | Q3 2023 | 14 |
MOTCO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Hartford Financial Management Inc. | 14 | 14 | 0.29% | 0.43% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SIT INVESTMENT ASSOCIATES INC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
BRYN MAWR TRUST Co | 14 | 14 | 0.02% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
First Personal Financial Services | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DekaBank Deutsche Girozentrale | 14 | 14 | 0.02% | 0.11% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Canal Insurance CO | 14 | 14 | 0.19% | 0.24% | 0.29% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Shelter Mutual Insurance Co | 14 | 14 | 0.60% | 0.68% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Kentucky Retirement Systems | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.02% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Lincoln Capital LLC | 14 | 14 | 0.10% | 1.31% | 1.78% | Q2 2020 | Q3 2023 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF VERMONT | 14 | 14 | 0.08% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 14 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 14 | 14 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
INGALLS & SNYDER LLC | 14 | 14 | 0.11% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GRIMES & COMPANY, INC. | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
1ST SOURCE BANK | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Vestcor Inc | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Group LLC | 14 | 14 | 0.04% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
WENDELL DAVID ASSOCIATES INC | 14 | 14 | 0.05% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 14 |
BROWN ADVISORY INC | 14 | 14 | 0.04% | 0.18% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Skandinaviska Enskilda Banken AB (publ) | 14 | 14 | 0.06% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ClearBridge Investments | 14 | 14 | 0.11% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CIBC Private Wealth Group, LLC | 14 | 14 | 0.27% | 0.57% | 0.88% | Q2 2020 | Q3 2023 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.05% | 0.39% | 0.65% | Q2 2020 | Q3 2023 | 14 |
HERITAGE INVESTORS MANAGEMENT CORP | 14 | 14 | 0.08% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Wealthfront Advisers LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 14 | 14 | 0.24% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Shelter Ins Retirement Plan | 14 | 14 | 0.50% | 0.82% | 1.33% | Q2 2020 | Q3 2023 | 14 |
PATTEN & PATTEN INC/TN | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Cypress Capital Management LLC (WY) | 14 | 14 | 0.12% | 0.20% | 0.25% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 14 | 0.61% | 0.79% | 0.95% | Q2 2020 | Q3 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
abrdn plc | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Monterey Private Wealth, Inc. | 14 | 14 | 0.18% | 0.21% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SCHWARTZ INVESTMENT COUNSEL INC | 14 | 14 | 0.25% | 0.31% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Field & Main Bank | 14 | 14 | 0.36% | 0.42% | 0.48% | Q2 2020 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Bull Street Advisors, LLC | 14 | 14 | 0.19% | 0.22% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Pflug Koory, LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.02% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 14 |
MAI Capital Management | 14 | 14 | 0.06% | 0.26% | 0.39% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.14% | 1.23% | Q2 2020 | Q3 2023 | 14 |
Norinchukin Bank, The | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
TD ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PRIMECAP MANAGEMENT CO/CA/ | 14 | 14 | 0.05% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Sutton Wealth Advisors Inc. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO OF NEVADA INC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.00% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Graypoint LLC | 14 | 14 | 0.03% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
TEXAS PERMANENT SCHOOL FUND CORP | 14 | 14 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
JENNISON ASSOCIATES LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Goelzer Investment Management, Inc. | 14 | 14 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AMICA MUTUAL INSURANCE CO | 14 | 14 | 0.45% | 0.75% | 1.00% | Q2 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.28% | 0.36% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Asset Management One Co., Ltd. | 14 | 14 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 14 |
EXCALIBUR MANAGEMENT CORP | 14 | 14 | 0.18% | 0.21% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Stratos Wealth Partners, LTD. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
HOLDERNESS INVESTMENTS CO | 14 | 14 | 0.16% | 0.18% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 14 | 14 | 0.05% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.02% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
PROSPECTOR PARTNERS LLC | 14 | 14 | 0.63% | 0.96% | 1.50% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Birch Hill Investment Advisors LLC | 14 | 14 | 0.06% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 14 | 14 | 0.02% | 0.22% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Guinness Atkinson Asset Management Inc | 14 | 14 | 0.29% | 0.35% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Capital Research Global Investors | 14 | 14 | 0.13% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.19% | 0.38% | Q2 2020 | Q3 2023 | 14 |
COMGEST GLOBAL INVESTORS S.A.S. | 14 | 14 | 0.04% | 0.25% | 0.57% | Q2 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.06% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 14 |
ADIRONDACK TRUST CO | 14 | 14 | 0.10% | 0.14% | 0.26% | Q2 2020 | Q3 2023 | 14 |
SHEETS SMITH WEALTH MANAGEMENT | 14 | 14 | 0.53% | 0.64% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Crossmark Global Holdings, Inc. | 14 | 14 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
OMERS ADMINISTRATION Corp | 9 | 5 | 0.04% | 1.85% | 3.02% | Q1 2020 | Q3 2023 | 14 |
AVIVA PLC | 14 | 14 | 0.06% | 0.32% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 14 | 14 | 0.03% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.07% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Rossmore Private Capital | 14 | 14 | 0.14% | 0.19% | 0.22% | Q2 2020 | Q3 2023 | 14 |
WELCH & FORBES LLC | 14 | 14 | 0.38% | 0.44% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 14 | 14 | 0.12% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 14 |
IFM Investors Pty Ltd | 14 | 14 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
ATWOOD & PALMER INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 14 | 14 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 14 | 0.07% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 3 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 14 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 14 | 14 | 0.14% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
EFG Asset Management (Americas) Corp. | 14 | 14 | 0.21% | 1.48% | 1.94% | Q2 2020 | Q3 2023 | 14 |
SouthState Corp | 14 | 14 | 0.03% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Foyston, Gordon, & Payne Inc | 14 | 14 | 1.00% | 1.65% | 2.83% | Q2 2020 | Q3 2023 | 14 |
Sky Investment Group LLC | 14 | 14 | 0.06% | 0.15% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Baystate Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PrairieView Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
MACKENZIE FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
BURNEY CO/ | 14 | 14 | 0.04% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
J.P. Marvel Investment Advisors, LLC | 14 | 14 | 0.38% | 0.43% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 14 | 14 | 0.03% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 14 | 14 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Westhampton Capital, LLC | 14 | 14 | 0.33% | 0.38% | 0.48% | Q2 2020 | Q3 2023 | 14 |
HEADINVEST, LLC | 14 | 14 | 0.10% | 0.13% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Jackson, Grant Investment Advisers, Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
West Oak Capital, LLC | 14 | 14 | 0.01% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Drexel Morgan & Co. | 14 | 14 | 0.07% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Gifford Fong Associates | 14 | 14 | 0.07% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Ensign Peak Advisors, Inc | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL TRUST CO | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 14 | 14 | 0.00% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Marble Harbor Investment Counsel, LLC | 14 | 14 | 0.09% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 14 |
MML INVESTORS SERVICES, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.01% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 14 | 14 | 0.09% | 0.19% | 0.41% | Q2 2020 | Q3 2023 | 14 |
BANK OF NOVA SCOTIA | 14 | 14 | 0.01% | 0.04% | 0.15% | Q2 2020 | Q3 2023 | 14 |
CIBC WORLD MARKETS CORP | 14 | 14 | 0.01% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 14 |
WASHINGTON TRUST Co | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Zions Bancorporation, N.A. | 14 | 14 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 14 | 14 | 10.53% | 14.36% | 19.75% | Q2 2020 | Q3 2023 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Compagnie Lombard Odier SCmA | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AQR Capital Management | 14 | 14 | 0.00% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
State of Alaska, Department of Revenue | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MOODY NATIONAL BANK TRUST DIVISION | 14 | 14 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 14 | 14 | 1.96% | 2.14% | 2.28% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Carnegie Capital Asset Management, LLC | 14 | 14 | 0.30% | 0.52% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Guinness Asset Management LTD | 14 | 14 | 2.62% | 3.30% | 3.99% | Q2 2020 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.03% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
LEE DANNER & BASS INC | 14 | 14 | 0.09% | 0.16% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Savant Capital, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Cohen Klingenstein LLC | 14 | 14 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Abbrea Capital, LLC | 14 | 14 | 0.11% | 0.13% | 0.15% | Q2 2020 | Q3 2023 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GYL FINANCIAL SYNERGIES, LLC | 14 | 14 | 0.03% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
NATIXIS ADVISORS, L.P. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Community Bank, N.A. | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CIBC Asset Management Inc | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PEOPLES FINANCIAL SERVICES CORP. | 14 | 14 | 0.11% | 0.15% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Supplemental Annuity Collective Trust of NJ | 14 | 14 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
FACTORY MUTUAL INSURANCE CO | 14 | 14 | 0.24% | 0.38% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Cypress Capital Group | 14 | 14 | 0.03% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Glenview Trust Co | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.42% | 0.50% | 0.73% | Q2 2020 | Q3 2023 | 14 |
MEYER HANDELMAN CO | 14 | 14 | 0.30% | 0.34% | 0.40% | Q2 2020 | Q3 2023 | 14 |
ST GERMAIN D J CO INC | 11 | 3 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.08% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Penserra Capital Management LLC | 14 | 14 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Financial Advisory Group | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CITY HOLDING CO | 14 | 14 | 0.06% | 0.11% | 0.26% | Q2 2020 | Q3 2023 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.04% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Legacy Bridge, LLC | 14 | 14 | 0.13% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Mine & Arao Wealth Creation & Management, LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Boston Trust Walden Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Baldwin Investment Management, LLC | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Penobscot Investment Management Company, Inc. | 14 | 14 | 0.05% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.01% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Markel Corporation | 14 | 14 | 0.10% | 0.12% | 0.12% | Q2 2020 | Q3 2023 | 14 |
STEPH & CO | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 14 | 14 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 14 | 0.04% | 0.77% | 1.12% | Q2 2020 | Q3 2023 | 14 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 14 | 14 | 0.04% | 0.07% | 0.29% | Q2 2020 | Q3 2023 | 14 |
GREENWOOD GEARHART INC | 14 | 14 | 0.43% | 0.92% | 1.45% | Q2 2020 | Q3 2023 | 14 |
WEBSTER BANK, N. A. | 14 | 14 | 0.03% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.50% | 0.60% | 0.70% | Q2 2020 | Q3 2023 | 14 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 14 | 14 | 0.50% | 0.56% | 0.66% | Q2 2020 | Q3 2023 | 14 |
Aull & Monroe Investment Management Corp | 14 | 14 | 0.20% | 0.25% | 0.30% | Q2 2020 | Q3 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 14 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
WELLINGTON MANAGEMENT GROUP LLP | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
St. Louis Trust Co | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Asset Management Co., Ltd. | 14 | 14 | 0.06% | 0.27% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 14 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AR ASSET MANAGEMENT INC | 14 | 14 | 0.14% | 0.16% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
KCM INVESTMENT ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
S.A. Mason LLC | 14 | 14 | 0.16% | 0.18% | 0.21% | Q2 2020 | Q3 2023 | 14 |
BRIDGES INVESTMENT MANAGEMENT INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FAYEZ SAROFIM & CO | 14 | 14 | 0.20% | 0.22% | 0.26% | Q2 2020 | Q3 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TRUST CO OF VIRGINIA /VA | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
MONETARY MANAGEMENT GROUP INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
DONALDSON CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
SHAYNE & JACOBS, LLC | 14 | 14 | 0.14% | 0.24% | 0.30% | Q2 2020 | Q3 2023 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.08% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
CNB Bank | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BAHL & GAYNOR INC | 14 | 14 | 0.03% | 0.06% | 0.20% | Q2 2020 | Q3 2023 | 14 |
ROYAL LONDON ASSET MANAGEMENT LTD | 14 | 14 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
NBT BANK N A /NY | 14 | 14 | 0.13% | 0.20% | 0.28% | Q2 2020 | Q3 2023 | 14 |
FIRST TRUST ADVISORS LP | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 14 | 14 | 0.26% | 0.35% | 0.55% | Q2 2020 | Q3 2023 | 14 |
Wesleyan Assurance Society | 14 | 14 | 0.43% | 0.48% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Telos Capital Management, Inc. | 14 | 14 | 0.05% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Fruth Investment Management | 14 | 14 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
NOMURA HOLDINGS INC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q1 2023 | 14 |
First City Capital Management, Inc. | 14 | 14 | 0.19% | 0.23% | 0.28% | Q2 2020 | Q3 2023 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cohen Capital Management, Inc. | 14 | 14 | 0.43% | 0.65% | 0.82% | Q2 2020 | Q3 2023 | 14 |
ProShare Advisors LLC | 14 | 14 | 0.01% | 0.11% | 0.52% | Q2 2020 | Q3 2023 | 14 |
JNBA Financial Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
PineBridge Investments, L.P. | 14 | 14 | 0.14% | 0.28% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Sarasin & Partners LLP | 14 | 14 | 2.02% | 2.88% | 3.23% | Q2 2020 | Q3 2023 | 14 |
GABELLI FUNDS LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 14 | 14 | 0.10% | 0.13% | 0.21% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 14 |
MENORA MIVTACHIM HOLDINGS LTD. | 14 | 14 | 1.41% | 2.09% | 2.93% | Q2 2020 | Q3 2023 | 14 |
Essex Financial Services, Inc. | 14 | 14 | 0.11% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
North Star Investment Management Corp. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MONARCH CAPITAL MANAGEMENT INC/ | 14 | 14 | 0.28% | 0.37% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Bleichroeder LP | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
GAMCO INVESTORS, INC. ET AL | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Livforsakringsbolaget Skandia, Omsesidigt | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Neuberger Berman Group LLC | 14 | 14 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Connecticut Wealth Management, LLC | 14 | 14 | 0.59% | 1.96% | 2.77% | Q2 2020 | Q3 2023 | 14 |
Chevy Chase Trust Holdings, LLC | 14 | 14 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 14 | 14 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Westside Investment Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
L. Roy Papp & Associates, LLP | 14 | 14 | 0.04% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SCOTIA CAPITAL INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
IMA Wealth, Inc. | 14 | 14 | 0.18% | 0.21% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Chicago Capital, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Simmons Bank | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
MV CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Kentucky Retirement Systems Insurance Trust Fund | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Amica Retiree Medical Trust | 14 | 14 | 0.46% | 0.81% | 0.99% | Q2 2020 | Q3 2023 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 14 | 14 | 0.03% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Robeco Institutional Asset Management B.V. | 14 | 14 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Ako Capital | 14 | 14 | 2.89% | 3.82% | 5.31% | Q2 2020 | Q3 2023 | 14 |
Optas, LLC | 14 | 14 | 0.09% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.01% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 14 |
KBC Group NV | 14 | 14 | 0.01% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Boston Partners | 14 | 14 | 0.19% | 0.39% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CENTRAL TRUST Co | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL PLC | 14 | 14 | 0.01% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 14 |
DIMENSIONAL FUND ADVISORS LP | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
HOERTKORN RICHARD CHARLES | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 14 | 14 | 0.01% | 0.09% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Sandy Spring Bank | 14 | 14 | 0.13% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Rathbones Group PLC | 14 | 14 | 0.01% | 0.23% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Traverso Chambers Private Wealth Management, LLC | 14 | 14 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 14 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
OKABENA INVESTMENT SERVICES INC | 13 | 13 | 0.73% | 1.67% | 3.19% | Q3 2020 | Q3 2023 | 13 |
Pacific Center for Financial Services | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Mn Services Vermogensbeheer B.V. | 10 | 3 | 0.15% | 0.16% | 0.18% | Q2 2020 | Q3 2023 | 13 |
HOWLAND CAPITAL MANAGEMENT LLC | 9 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
BOKF, NA | 9 | 4 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
COMERICA BANK | 11 | 2 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q2 2023 | 13 |
CULLINAN ASSOCIATES INC | 9 | 4 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Copeland Capital Management, LLC | 13 | 13 | 0.01% | 0.17% | 0.30% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 13 |
First Command Bank | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 13 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Cerity Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 7 | 6 | 0.01% | 0.10% | 0.26% | Q2 2020 | Q3 2023 | 13 |
First National Bank of South Miami | 13 | 13 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Freestone Capital Holdings, LLC | 10 | 3 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Veritable, L.P. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
WADE G W & INC | 12 | 1 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
WESBANCO BANK INC | 11 | 2 | 0.10% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 13 |
MCF Advisors LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
TimeScale Financial, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
ING GROEP NV | 13 | 13 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
CX Institutional | 9 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 5 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Jefferies Group LLC | 4 | 2 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2022 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.03% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
First Command Financial Services, Inc. | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 13 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 11 | 2 | 0.35% | 0.39% | 0.49% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Atlantic Union Bankshares Corp | 10 | 3 | 0.02% | 0.09% | 0.20% | Q2 2020 | Q3 2023 | 13 |
HARTFORD INVESTMENT MANAGEMENT CO | 13 | 13 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 13 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 13 | 13 | 0.07% | 0.18% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.05% | 0.22% | Q2 2020 | Q3 2023 | 13 |
SECURITY NATIONAL BANK OF SO DAK | 11 | 2 | 0.40% | 0.48% | 0.56% | Q2 2020 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Stonehage Fleming Financial Services Holdings Ltd | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.04% | 0.17% | 0.33% | Q2 2020 | Q3 2023 | 13 |
FineMark National Bank & Trust | 12 | 1 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 13 |
CHARTWELL INVESTMENT PARTNERS, LLC | 13 | 13 | 0.05% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
WEST PACES ADVISORS INC. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
HANCOCK WHITNEY CORP | 9 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Perkins Coie Trust Co | 12 | 1 | 0.00% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Disciplined Investments, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Cedar Mountain Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Empirical Finance, LLC | 13 | 13 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
SEGALL BRYANT & HAMILL, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Riggs Asset Managment Co. Inc. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 3 | 0.20% | 0.27% | 0.35% | Q2 2020 | Q3 2023 | 13 |
Checchi Capital Advisers, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
TIAA, FSB | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Andra AP-fonden | 7 | 6 | 0.10% | 0.30% | 0.76% | Q2 2020 | Q3 2023 | 13 |
Cooper Financial Group | 13 | 13 | 0.06% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.01% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
EVERENCE CAPITAL MANAGEMENT INC | 13 | 13 | 0.06% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 13 |
MIDDLETON & CO INC/MA | 13 | 13 | 0.04% | 0.45% | 0.75% | Q2 2020 | Q2 2023 | 13 |
Crestwood Advisors Group, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q2 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Endurance Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Clean Yield Group | 10 | 3 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
PROFFITT & GOODSON INC | 13 | 13 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Verition Fund Management LLC | 11 | 2 | 0.00% | 0.04% | 0.15% | Q2 2020 | Q3 2023 | 13 |
London & Capital Asset Management Ltd | 13 | 13 | 0.10% | 1.44% | 2.01% | Q2 2020 | Q2 2023 | 13 |
Engineers Gate Manager LP | 10 | 3 | 0.02% | 0.13% | 0.28% | Q2 2020 | Q3 2023 | 13 |
ROTHSCHILD INVESTMENT LLC /IL | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Busey Bank | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Essex Savings Bank | 9 | 4 | 0.08% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.04% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 9 | 4 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 13 |
TSFG, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
SENTRY INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.08% | 0.10% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Ethic Inc. | 13 | 13 | 0.08% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Handelsbanken Fonder AB | 13 | 13 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 13 | 0.14% | 0.18% | 0.23% | Q3 2020 | Q3 2023 | 13 |
SHELTON CAPITAL MANAGEMENT | 9 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Deccan Value Investors L.P. | 13 | 13 | 13.16% | 16.05% | 20.04% | Q2 2020 | Q2 2023 | 13 |
Gotham Asset Management, LLC | 9 | 4 | 0.01% | 0.12% | 0.24% | Q2 2020 | Q3 2023 | 13 |
PFS INVESTMENTS INC. | 10 | 2 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.46% | 0.52% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Tredje AP-fonden | 12 | 12 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q1 2023 | 12 |
DEARBORN PARTNERS LLC | 7 | 5 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 12 |
CAPITAL CITY TRUST CO/FL | 12 | 12 | 0.09% | 0.14% | 0.24% | Q2 2020 | Q1 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.09% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NICOLET ADVISORY SERVICES, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HighTower Trust Company, N.A. | 12 | 12 | 0.18% | 0.22% | 0.25% | Q2 2020 | Q1 2023 | 12 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 10 | 2 | 0.01% | 0.18% | 0.42% | Q2 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 8 | 4 | 0.01% | 0.14% | 0.54% | Q2 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.22% | 0.24% | 0.26% | Q4 2020 | Q3 2023 | 12 |
TD Capital Management LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
9258 Wealth Management, LLC | 8 | 4 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2023 | 12 |
WATERS PARKERSON & CO., LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q1 2023 | 12 |
Railway Pension Investments Ltd | 12 | 12 | 0.20% | 0.43% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Rafferty Asset Management, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Institute for Wealth Management, LLC. | 9 | 3 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2023 | 12 |
McIlrath & Eck, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Arden Trust Co | 12 | 12 | 0.07% | 0.17% | 0.22% | Q2 2020 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Impax Asset Management Group plc | 12 | 12 | 0.01% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
GREENLEAF TRUST | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Ipswich Investment Management Co., Inc. | 12 | 12 | 0.07% | 1.06% | 1.29% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CVA Family Office, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 12 |
Soltis Investment Advisors LLC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 4 | 0.00% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.22% | 0.39% | 1.06% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 11 | 1 | 0.01% | 0.26% | 0.35% | Q2 2020 | Q3 2023 | 12 |
HBK Sorce Advisory LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Illinois Municipal Retirement Fund | 10 | 2 | 0.01% | 0.25% | 0.37% | Q3 2020 | Q3 2023 | 12 |
Fortis Advisors, LLC | 11 | 1 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 12 |
ICW Investment Advisors LLC | 9 | 3 | 0.15% | 0.20% | 0.26% | Q2 2020 | Q3 2023 | 12 |
Alphinity Investment Management Pty Ltd | 12 | 12 | 0.32% | 2.08% | 4.88% | Q3 2020 | Q2 2023 | 12 |
SUN LIFE FINANCIAL INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 12 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 12 | 12 | 0.15% | 0.18% | 0.22% | Q2 2020 | Q1 2023 | 12 |
NORTHEAST INVESTMENT MANAGEMENT | 8 | 4 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
SPINNAKER TRUST | 5 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Baker Ellis Asset Management LLC | 9 | 3 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q2 2023 | 12 |
Natixis Investment Managers International | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Parsec Financial Management, Inc. | 12 | 12 | 0.02% | 0.04% | 0.21% | Q2 2020 | Q1 2023 | 12 |
FIL Ltd | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 10 | 1 | 0.10% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 12 |
Reynders McVeigh Capital Management, LLC | 9 | 3 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
PHILADELPHIA TRUST CO | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Burleson & Company, LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q4 2022 | 11 |
Belpointe Asset Management LLC | 6 | 5 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 11 |
WINTON GROUP Ltd | 8 | 3 | 0.02% | 0.44% | 0.80% | Q2 2020 | Q1 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.07% | 0.12% | 0.16% | Q2 2020 | Q4 2022 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
State of Wyoming | 11 | 11 | 0.04% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Keeley-Teton Advisors, LLC | 7 | 4 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q1 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
LCM Capital Management Inc | 7 | 4 | 0.19% | 0.21% | 0.23% | Q4 2020 | Q3 2023 | 11 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 1 | 0.01% | 0.16% | 0.74% | Q4 2020 | Q3 2023 | 11 |
Lazard Freres Gestion S.A.S. | 7 | 4 | 2.50% | 2.92% | 3.29% | Q4 2020 | Q3 2023 | 11 |
Bank Pictet & Cie (Europe) AG | 11 | 11 | 0.22% | 0.67% | 1.42% | Q1 2021 | Q3 2023 | 11 |
Alberta Investment Management Corp | 4 | 3 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
AMERICAN CENTURY COMPANIES INC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
DUPONT CAPITAL MANAGEMENT CORP | 11 | 11 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
NATIXIS | 6 | 1 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 11 |
Sandbar Asset Management LLP | 7 | 4 | 1.32% | 6.59% | 16.83% | Q1 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GOFEN & GLOSSBERG LLC /IL/ | 11 | 11 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q4 2022 | 11 |
Resonant Capital Advisors, LLC | 10 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Walleye Capital LLC | 4 | 2 | 0.00% | 0.19% | 0.84% | Q2 2021 | Q3 2023 | 11 |
Pendal Group Ltd | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Signature Wealth Management Partners, LLC | 7 | 4 | 0.21% | 0.23% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 10 | 1 | 0.01% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 11 |
FARMERS TRUST CO | 8 | 3 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q2 2023 | 11 |
Retirement Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
PGGM Investments | 6 | 5 | 0.15% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Members Trust Co | 9 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Truvestments Capital LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
SEEYOND | 11 | 11 | 0.01% | 0.06% | 0.30% | Q2 2020 | Q4 2022 | 11 |
ALLSTATE CORP | 11 | 11 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2022 | 11 |
VONTOBEL ASSET MANAGEMENT INC | 11 | 11 | 0.35% | 1.35% | 1.84% | Q4 2020 | Q2 2023 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.09% | 0.11% | 0.12% | Q1 2021 | Q3 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FORVIS Wealth Advisors, LLC | 9 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 11 |
NORGES BANK | 11 | 11 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q4 2022 | 11 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 11 | 11 | 2.62% | 3.38% | 4.27% | Q2 2020 | Q4 2022 | 11 |
BENNICAS & ASSOCIATES, INC. | 11 | 11 | 0.16% | 0.17% | 0.19% | Q2 2020 | Q4 2022 | 11 |
Norway Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
M Holdings Securities, Inc. | 6 | 5 | 0.11% | 0.19% | 0.26% | Q2 2020 | Q2 2023 | 11 |
Mount Yale Investment Advisors, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
CONNING INC. | 9 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 11 |
MERIDIAN INVESTMENT COUNSEL INC. | 11 | 11 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q1 2023 | 11 |
River Wealth Advisors LLC | 11 | 11 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q4 2022 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FORBES J M & CO LLP | 7 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Core Alternative Capital | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Curated Wealth Partners LLC | 11 | 11 | 0.11% | 0.20% | 0.34% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Horizon Investments, LLC | 10 | 1 | 0.01% | 0.04% | 0.26% | Q4 2020 | Q3 2023 | 11 |
THOMAS WHITE INTERNATIONAL LTD | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 0.37% | 0.47% | 0.57% | Q1 2021 | Q3 2023 | 11 |
BANK PICTET & CIE (ASIA) LTD | 11 | 11 | 0.28% | 0.33% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Achmea Investment Management B.V. | 7 | 1 | 0.02% | 0.13% | 0.30% | Q2 2020 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
AUA CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BANK OF THE WEST | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 11 |
MAIRS & POWER INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Systematic Alpha Investments, LLC | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
LONDON CO OF VIRGINIA | 11 | 11 | 0.92% | 1.02% | 1.10% | Q1 2021 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.21% | 0.29% | 0.39% | Q2 2020 | Q4 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Clarius Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 7 | 4 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.42% | 0.54% | 0.59% | Q2 2021 | Q3 2023 | 10 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 10 |
Avantax Planning Partners, Inc. | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 10 |
Assenagon Asset Management S.A. | 10 | 10 | 0.00% | 0.10% | 0.28% | Q2 2021 | Q3 2023 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 1 | 0.00% | 0.11% | 0.32% | Q2 2020 | Q1 2023 | 10 |
Lafayette Investments | 10 | 10 | 0.06% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2022 | 10 |
CAMBRIDGE TRUST CO | 8 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Qtron Investments LLC | 4 | 3 | 0.04% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 10 |
FDx Advisors, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 6 | 0.03% | 0.15% | 0.31% | Q3 2020 | Q4 2021 | 10 |
NewEdge Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Surevest, LLC | 10 | 10 | 0.06% | 0.13% | 0.34% | Q2 2020 | Q3 2022 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.16% | 0.21% | 0.25% | Q2 2020 | Q3 2022 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Kore Private Wealth LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2022 | 10 |
JONES FINANCIAL COMPANIES LLLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.05% | 0.34% | Q2 2020 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
REGENTATLANTIC CAPITAL LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.09% | 0.21% | 0.37% | Q1 2020 | Q2 2022 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Blueshift Asset Management, LLC | 5 | 1 | 0.04% | 0.24% | 0.52% | Q3 2020 | Q3 2023 | 10 |
FORT, L.P. | 10 | 10 | 0.16% | 0.54% | 0.83% | Q2 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2010 | Q3 2023 | 10 |
FCF Advisors LLC | 10 | 10 | 0.39% | 0.66% | 0.79% | Q2 2021 | Q3 2023 | 10 |
AVITY INVESTMENT MANAGEMENT INC. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CENTAURUS FINANCIAL, INC. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
THORNBURG INVESTMENT MANAGEMENT INC | 10 | 10 | 0.01% | 0.33% | 0.79% | Q2 2021 | Q3 2023 | 10 |
LOWE BROCKENBROUGH & CO INC | 6 | 1 | 0.02% | 0.05% | 0.27% | Q2 2020 | Q3 2023 | 10 |
Hudock, Inc. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Aureus Asset Management, LLC | 10 | 10 | 0.14% | 0.24% | 0.34% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.10% | 0.34% | Q2 2020 | Q2 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Bath Savings Trust Co | 10 | 10 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Teza Capital Management LLC | 9 | 1 | 0.06% | 0.32% | 0.68% | Q1 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
American Research & Management Co. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.02% | 0.09% | 0.11% | Q3 2020 | Q4 2022 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Zurich Insurance Group Ltd/FI | 5 | 5 | 0.02% | 0.20% | 0.71% | Q2 2020 | Q2 2023 | 10 |
ALTRINSIC GLOBAL ADVISORS LLC | 10 | 10 | 0.34% | 0.53% | 0.82% | Q2 2020 | Q3 2022 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
DOWLING & YAHNKE LLC | 10 | 10 | 0.04% | 0.07% | 0.08% | Q2 2020 | Q3 2022 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.03% | 0.07% | 0.13% | Q2 2020 | Q3 2022 | 10 |
Banco Santander, S.A. | 6 | 1 | 0.00% | 0.04% | 0.18% | Q2 2020 | Q3 2023 | 10 |
Covington Capital Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Redpoint Investment Management Pty Ltd | 10 | 10 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2022 | 10 |
Charter Oak Capital Management, LLC | 7 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
BAILARD, INC. | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 10 |
BTR CAPITAL MANAGEMENT INC | 10 | 10 | 0.17% | 0.24% | 0.29% | Q2 2020 | Q3 2022 | 10 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Journey Advisory Group, LLC | 9 | 9 | 0.07% | 0.14% | 0.18% | Q4 2020 | Q4 2022 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Vident Investment Advisory, LLC | 5 | 1 | 0.02% | 0.06% | 0.32% | Q2 2020 | Q2 2023 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Wealthspire Advisors, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.20% | 0.44% | Q2 2020 | Q3 2023 | 9 |
FISHMAN JAY A LTD/MI | 9 | 9 | 0.03% | 0.07% | 0.14% | Q2 2020 | Q2 2022 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.03% | 0.13% | 0.21% | Q1 2021 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 6 | 3 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
First Bank & Trust | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
Ramsay, Stattman, Vela & Price, Inc. | 9 | 9 | 0.04% | 0.20% | 0.61% | Q2 2020 | Q2 2022 | 9 |
TIEDEMANN ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Cullen Capital Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Douglass Winthrop Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
GM Advisory Group, LLC | 9 | 9 | 0.09% | 0.22% | 0.35% | Q2 2020 | Q2 2022 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 9 | 9 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q2 2022 | 9 |
CREDIT AGRICOLE S A | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Ascension Asset Management LLC | 4 | 1 | 0.34% | 0.37% | 0.40% | Q3 2020 | Q2 2023 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q2 2022 | 9 |
TRUE Private Wealth Advisors | 9 | 9 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q2 2022 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q2 2022 | 9 |
CARLSON CAPITAL L P | 9 | 9 | 0.15% | 0.28% | 0.42% | Q2 2020 | Q2 2022 | 9 |
Frontier Wealth Management LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Private Ocean, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
NN Investment Partners Holdings N.V. | 9 | 9 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q1 2022 | 9 |
Moisand Fitzgerald Tamayo, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
COMPTON CAPITAL MANAGEMENT INC /RI | 9 | 9 | 0.09% | 0.12% | 0.20% | Q2 2020 | Q2 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 9 |
Citizens National Bank Trust Department | 8 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
SlateStone Wealth, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 9 |
Leverage Partners Absolute Return Fund SPC | 6 | 3 | 0.32% | 2.20% | 4.12% | Q4 2020 | Q3 2023 | 9 |
South Dakota Investment Council | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2022 | 9 |
TBH Global Asset Management, LLC | 9 | 9 | 0.14% | 0.31% | 0.39% | Q2 2021 | Q2 2023 | 9 |
Altium Wealth Management LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Harvest Fund Management Co., Ltd | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
JB Capital LLC | 9 | 9 | 0.18% | 0.20% | 0.29% | Q3 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 9 |
1834 INVESTMENT ADVISORS CO | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Calamos Wealth Management LLC | 5 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Riverwater Partners LLC | 9 | 9 | 0.21% | 0.27% | 0.46% | Q4 2021 | Q4 2023 | 9 |
Seascape Capital Management | 9 | 9 | 0.89% | 1.16% | 1.32% | Q3 2021 | Q3 2023 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q1 2023 | 9 |
Ellis Investment Partners, LLC | 6 | 3 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2022 | 9 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 8 |
GAMBLE JONES INVESTMENT COUNSEL | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 8 |
STOCK YARDS BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
People's United Financial, Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ironwood Wealth Management, LLC. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 8 |
FUNDSMITH INVESTMENT SERVICES LTD. | 5 | 3 | 1.78% | 2.91% | 4.45% | Q2 2021 | Q3 2023 | 8 |
BURNS J W & CO INC/NY | 8 | 8 | 0.06% | 0.11% | 0.17% | Q2 2020 | Q1 2022 | 8 |
Varma Mutual Pension Insurance Co | 7 | 1 | 0.06% | 0.18% | 0.34% | Q2 2020 | Q3 2022 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.29% | 0.34% | 0.41% | Q4 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMERICAN NATIONAL INSURANCE CO | 8 | 8 | 0.10% | 0.15% | 0.17% | Q2 2020 | Q1 2022 | 8 |
Sterling Investment Advisors, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
AdvisorShares Investments LLC | 8 | 8 | 0.16% | 0.43% | 0.80% | Q4 2021 | Q3 2023 | 8 |
Employees Retirement System of Texas | 8 | 8 | 0.10% | 0.25% | 0.36% | Q2 2020 | Q1 2022 | 8 |
CreativeOne Wealth, LLC | 5 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 8 |
STRS OHIO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Orion Capital Management LLC | 7 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.42% | 0.46% | 0.51% | Q4 2021 | Q3 2023 | 8 |
BOSTON FAMILY OFFICE LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
IBM Retirement Fund | 8 | 8 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q1 2022 | 8 |
Caprock Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Clearstead Trust, LLC | 5 | 3 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 0.16% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 8 |
PALLADIUM PARTNERS LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q1 2022 | 8 |
Van Hulzen Asset Management, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HighPoint Advisor Group LLC | 7 | 1 | 0.04% | 0.06% | 0.12% | Q1 2020 | Q2 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Citizens Business Bank | 8 | 8 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2022 | 8 |
City State Bank | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Azimuth Capital Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Roble, Belko & Company, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
D'Orazio & Associates, Inc. | 7 | 1 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q2 2023 | 8 |
American National Registered Investment Advisor, Inc. | 8 | 8 | 0.12% | 0.13% | 0.13% | Q2 2020 | Q1 2022 | 8 |
Trexquant Investment LP | 5 | 3 | 0.10% | 0.26% | 0.66% | Q3 2021 | Q3 2023 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.10% | 0.13% | 0.18% | Q3 2021 | Q2 2023 | 8 |
Lenox Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.01% | 0.32% | 0.48% | Q2 2020 | Q3 2023 | 8 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.02% | 0.10% | 0.25% | Q2 2020 | Q1 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.18% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 6 | 2 | 0.04% | 0.07% | 0.13% | Q2 2020 | Q2 2022 | 8 |
Main Street Research LLC | 8 | 8 | 0.04% | 2.06% | 2.54% | Q2 2020 | Q1 2022 | 8 |
Rheos Capital Works Inc. | 8 | 8 | 0.85% | 1.01% | 1.28% | Q1 2021 | Q4 2022 | 8 |
Tradewinds Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
OAKMONT Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MACKAY SHIELDS LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BTC Capital Management, Inc. | 8 | 8 | 0.39% | 0.48% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Liberty Capital Management, Inc. | 8 | 8 | 0.53% | 0.61% | 0.68% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
PITTENGER & ANDERSON INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.17% | 0.74% | Q2 2020 | Q3 2023 | 8 |
CHICAGO TRUST Co NA | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 8 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 8 |
CONNABLE OFFICE INC | 8 | 8 | 0.22% | 0.24% | 0.26% | Q2 2020 | Q1 2022 | 8 |
William Allan Corp | 8 | 8 | 2.15% | 2.50% | 3.29% | Q4 2021 | Q3 2023 | 8 |
Aevitas Wealth Management, Inc. | 4 | 1 | 0.12% | 0.16% | 0.22% | Q2 2020 | Q4 2022 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.44% | 0.50% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bellecapital International Ltd. | 4 | 4 | 0.05% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 8 |
ACIMA PRIVATE WEALTH, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q1 2023 | 7 |
Aveo Capital Partners, LLC | 4 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 7 |
FIRST CITIZENS BANK & TRUST CO | 4 | 1 | 0.00% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 7 |
Operose Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Vigilant Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Waldron Private Wealth LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Veracity Capital LLC | 7 | 7 | 0.29% | 0.51% | 0.58% | Q3 2020 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Clark Capital Management Group, Inc. | 7 | 7 | 0.16% | 0.34% | 0.44% | Q2 2020 | Q4 2021 | 7 |
MARKSTON INTERNATIONAL LLC | 7 | 7 | 0.11% | 0.18% | 0.26% | Q2 2020 | Q4 2021 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Riverview Trust Co | 5 | 2 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q1 2023 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 7 |
CPWM, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
AMERICAN NATIONAL BANK | 5 | 2 | 0.00% | 0.05% | 0.20% | Q1 2021 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.01% | 0.06% | 0.13% | Q2 2020 | Q4 2021 | 7 |
swisspartners Ltd. | 7 | 7 | 0.31% | 0.35% | 0.39% | Q1 2021 | Q3 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
UNITED BANK | 7 | 7 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 7 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q2 2022 | 7 |
First Western Trust Bank | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FIRST FOUNDATION ADVISORS | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Exchange Capital Management, Inc. | 7 | 7 | 0.24% | 0.27% | 0.29% | Q2 2020 | Q4 2021 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Douglas Lane & Associates, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 7 |
CRAWFORD INVESTMENT COUNSEL INC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.07% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Banco de Sabadell, S.A | 7 | 7 | 0.00% | 0.21% | 0.50% | Q2 2020 | Q4 2021 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 1 | 0.03% | 0.05% | 0.05% | Q2 2021 | Q3 2023 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Machina Capital S.A.S. | 4 | 1 | 0.15% | 0.54% | 0.84% | Q2 2021 | Q2 2023 | 7 |
Capital Advisory Group Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 7 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.38% | 0.72% | Q3 2020 | Q3 2023 | 7 |
Lido Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
MRJ CAPITAL INC | 7 | 7 | 0.77% | 0.82% | 0.87% | Q2 2020 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Truehand, Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Echo Street Capital Management LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
Heritage Way Advisors, LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q4 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Country Club Trust Company, n.a. | 7 | 7 | 0.17% | 0.20% | 0.25% | Q2 2020 | Q4 2021 | 7 |
WBH ADVISORY INC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 7 |
LVW Advisors, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2023 | 7 |
DAVIDSON TRUST CO | 4 | 3 | 0.16% | 0.19% | 0.22% | Q2 2020 | Q1 2022 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
LGT Group Foundation | 7 | 7 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 7 |
ASSOCIATED BANC-CORP | 4 | 3 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Security National Bank | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Forum Financial Management, LP | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.07% | 0.18% | 0.56% | Q4 2020 | Q3 2023 | 7 |
AustralianSuper Pty Ltd | 7 | 7 | 0.00% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
PRING TURNER CAPITAL GROUP INC | 4 | 3 | 0.21% | 0.47% | 0.65% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q2 2023 | 7 |
ARGENT CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Quilter Plc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 6 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.33% | 0.63% | Q2 2020 | Q2 2023 | 6 |
Independent Advisor Alliance | 3 | 3 | 0.01% | 0.05% | 0.11% | Q2 2020 | Q1 2022 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
PARNASSUS INVESTMENTS, LLC | 6 | 6 | 0.46% | 0.54% | 0.65% | Q2 2022 | Q3 2023 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Matthew Goff Investment Advisor, LLC | 6 | 6 | 0.34% | 0.36% | 0.37% | Q2 2020 | Q3 2021 | 6 |
Virtue Capital Management, LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2021 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.88% | 1.10% | 1.37% | Q2 2020 | Q4 2021 | 6 |
Mayflower Financial Advisors, LLC | 6 | 6 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q1 2022 | 6 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.10% | 0.26% | 0.74% | Q1 2021 | Q2 2023 | 6 |
J. L. Bainbridge & Co., Inc. | 4 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.09% | 0.16% | Q3 2020 | Q2 2023 | 6 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2020 | Q3 2021 | 6 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 6 | 6 | 1.44% | 1.54% | 1.69% | Q2 2020 | Q3 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
FINANCIAL COUNSELORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.15% | 0.16% | 0.17% | Q2 2020 | Q3 2021 | 6 |
Birch Run Capital Advisors, LP | 6 | 6 | 0.82% | 1.56% | 2.94% | Q2 2020 | Q3 2021 | 6 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 6 | 6 | 0.22% | 0.28% | 0.30% | Q4 2020 | Q1 2022 | 6 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.17% | 0.72% | Q2 2020 | Q3 2023 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
FORA Capital, LLC | 4 | 1 | 0.15% | 0.24% | 0.44% | Q4 2020 | Q3 2023 | 6 |
LANSDOWNE PARTNERS (UK) LLP | 6 | 6 | 0.82% | 1.91% | 3.53% | Q2 2020 | Q3 2021 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
NorthCoast Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.77% | 0.84% | 0.89% | Q2 2020 | Q3 2021 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.10% | 0.14% | Q3 2021 | Q2 2023 | 6 |
Liontrust Investment Partners LLP | 5 | 1 | 0.02% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 6 |
Lifeworks Advisors, LLC | 6 | 6 | 0.15% | 1.60% | 2.20% | Q2 2022 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Cutter & CO Brokerage, Inc. | 6 | 6 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q1 2022 | 6 |
AlphaCrest Capital Management LLC | 6 | 6 | 0.02% | 0.11% | 0.16% | Q2 2021 | Q3 2022 | 6 |
Csenge Advisory Group | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
EXANE DERIVATIVES | 6 | 6 | 0.42% | 0.51% | 0.58% | Q2 2020 | Q3 2021 | 6 |
Broadcrest Asset Management, LLC | 6 | 6 | 7.28% | 10.56% | 14.79% | Q4 2021 | Q1 2023 | 6 |
Pearl River Capital, LLC | 2 | 2 | 0.17% | 0.49% | 1.25% | Q3 2021 | Q3 2023 | 6 |
PENSIOENFONDS RAIL & OV | 6 | 6 | 1.99% | 2.75% | 3.15% | Q2 2022 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.12% | 0.35% | Q2 2020 | Q4 2022 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.09% | 0.19% | 0.27% | Q2 2021 | Q3 2022 | 6 |
BARINGS LLC | 6 | 6 | 0.01% | 0.03% | 0.09% | Q3 2020 | Q4 2021 | 6 |
LMCG INVESTMENTS, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Financial Advocates Investment Management | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 6 |
NICHOLS & PRATT ADVISERS LLP /MA | 6 | 6 | 0.02% | 0.12% | 0.35% | Q2 2020 | Q3 2021 | 6 |
Firestone Capital Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
LSV ASSET MANAGEMENT | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Regal Wealth Group, Inc. | 5 | 1 | 0.11% | 0.16% | 0.22% | Q2 2020 | Q4 2021 | 6 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
LORD, ABBETT & CO. LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Martin Investment Management, LLC | 6 | 6 | 0.94% | 1.08% | 1.33% | Q2 2020 | Q3 2021 | 6 |
ANCHOR CAPITAL ADVISORS LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
MARSHALL WACE ASIA Ltd | 6 | 6 | 1.32% | 2.52% | 4.77% | Q2 2020 | Q3 2021 | 6 |
Capital Planning Advisors, LLC | 4 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q2 2023 | 6 |
Sierra Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.30% | 0.41% | Q4 2020 | Q2 2023 | 6 |
Sonora Investment Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.08% | 0.12% | 0.24% | Q2 2020 | Q3 2021 | 6 |
EQUITABLE TRUST CO | 6 | 6 | 0.59% | 1.37% | 1.71% | Q2 2022 | Q3 2023 | 6 |
Selway Asset Management | 6 | 6 | 0.53% | 0.64% | 0.70% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mercer Capital Advisers, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Hilltop Holdings Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
World Asset Management Inc | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.07% | 0.25% | 0.53% | Q3 2020 | Q4 2022 | 6 |
Filbrandt Wealth Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
GENERAL AMERICAN INVESTORS CO INC | 6 | 6 | 0.78% | 1.03% | 1.30% | Q2 2020 | Q3 2021 | 6 |
Kerntke Otto McGlone Wealth Management Group | 4 | 1 | 0.09% | 0.22% | 0.29% | Q2 2021 | Q3 2023 | 6 |
Montis Financial, LLC | 4 | 2 | 0.15% | 0.17% | 0.20% | Q1 2021 | Q2 2023 | 6 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.05% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.09% | 0.10% | 0.10% | Q3 2022 | Q4 2023 | 6 |
OSSIAM | 5 | 1 | 0.01% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
ANTIPODES PARTNERS Ltd | 6 | 6 | 0.22% | 1.31% | 1.98% | Q2 2022 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2021 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Sageworth Trust Co | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
QVIDTVM Management LLC | 5 | 5 | 3.26% | 6.79% | 10.49% | Q4 2021 | Q4 2022 | 5 |
FRG Family Wealth Advisors LLC | 5 | 5 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q2 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Warther Private Wealth, LLC | 5 | 5 | 0.15% | 0.28% | 0.37% | Q2 2021 | Q2 2022 | 5 |
Sunriver Management LLC | 5 | 5 | 4.11% | 5.96% | 7.53% | Q2 2020 | Q2 2021 | 5 |
Ballentine Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
BOENNING & SCATTERGOOD, INC. | 5 | 5 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q2 2021 | 5 |
JACKSON SQUARE CAPITAL, LLC | 4 | 1 | 0.02% | 0.12% | 0.15% | Q3 2020 | Q1 2022 | 5 |
First Eagle Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.59% | 1.05% | 1.30% | Q4 2021 | Q4 2022 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q2 2020 | Q2 2021 | 5 |
Clear Harbor Asset Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 5 |
Soros Fund Management | 5 | 5 | 0.77% | 1.06% | 1.54% | Q2 2020 | Q2 2021 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Haverford Trust Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 5 |
BP PLC | 5 | 5 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q2 2021 | 5 |
Wellington Shields Capital Management, LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 5 |
ALPS ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Marquette Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 5 |
WEST BANCORPORATION INC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 5 |
NVWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
CRAMER ROSENTHAL MCGLYNN LLC | 5 | 5 | 0.41% | 0.87% | 1.13% | Q2 2020 | Q2 2021 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.10% | 0.27% | 0.47% | Q3 2020 | Q3 2023 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
KELLEHER FINANCIAL ADVISORS | 4 | 1 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 5 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 5 | 5 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q4 2022 | 5 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
QS Investors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Atlas Private Wealth Management, LLC | 4 | 1 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q2 2023 | 5 |
Twin Tree Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 5 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.04% | 0.21% | 0.49% | Q3 2020 | Q4 2022 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SCHARF INVESTMENTS, LLC | 5 | 5 | 0.01% | 1.14% | 1.84% | Q2 2020 | Q2 2021 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q2 2021 | 5 |
LFA - Lugano Financial Advisors SA | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 5 |
Providence Capital Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 5 | 0.06% | 0.34% | 0.60% | Q1 2021 | Q1 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q4 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Fundsmith | 5 | 5 | 1.90% | 2.24% | 2.41% | Q3 2022 | Q3 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Interval Partners, LP | 4 | 1 | 0.28% | 0.43% | 0.58% | Q3 2020 | Q4 2022 | 5 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.12% | 0.16% | 0.21% | Q3 2021 | Q3 2022 | 5 |
Grove Bank & Trust | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 5 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
HHLR ADVISORS, LTD. | 5 | 5 | 0.29% | 0.37% | 0.52% | Q2 2020 | Q2 2021 | 5 |
CHOREO, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 5 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.21% | 0.22% | 0.25% | Q4 2022 | Q4 2023 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Financial Advisors Network, Inc. | 4 | 1 | 0.67% | 0.70% | 0.75% | Q1 2022 | Q3 2023 | 5 |
Clean Energy Transition LLP | 4 | 1 | 2.21% | 4.12% | 6.90% | Q4 2021 | Q2 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Ativo Capital Management LLC | 5 | 5 | 0.18% | 0.23% | 0.27% | Q2 2020 | Q2 2021 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 5 |
Alpha Paradigm Partners, LLC | 5 | 5 | 0.04% | 0.14% | 0.28% | Q4 2020 | Q4 2021 | 5 |
NEW ENGLAND ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 5 |
Perpetual Ltd | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.02% | 0.22% | 0.73% | Q3 2021 | Q3 2023 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2022 | 5 |
Lee Financial Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 5 |
Trust Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Regal Partners Ltd | 5 | 5 | 6.44% | 7.80% | 9.61% | Q2 2020 | Q2 2021 | 5 |
Arlington Partners LLC | 3 | 2 | 0.00% | 0.23% | 1.16% | Q1 2021 | Q3 2023 | 5 |
Altshuler Shaham Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
Quantitative Systematic Strategies LLC | 5 | 5 | 0.18% | 0.30% | 0.43% | Q2 2020 | Q2 2021 | 5 |
Horrell Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Bellwether Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Saturna Capital CORP | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
GSB Wealth Management, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 4 |
AGF Investments LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Maven Securities LTD | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kemper Corp Master Retirement Trust | 4 | 4 | 0.12% | 0.16% | 0.19% | Q1 2020 | Q4 2020 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cascade Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Davide Leone & Partners Investment Co Ltd. | 4 | 4 | 4.47% | 6.20% | 8.24% | Q2 2020 | Q1 2021 | 4 |
MANCHESTER FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
SOUTHPORT MANAGEMENT, L.L.C. | 4 | 4 | 2.35% | 4.09% | 6.08% | Q4 2020 | Q3 2021 | 4 |
Cumberland Partners Ltd | 4 | 4 | 0.11% | 0.12% | 0.12% | Q2 2020 | Q1 2021 | 4 |
DELTA FINANCIAL ADVISORS LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q1 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.19% | 0.21% | 0.24% | Q4 2020 | Q3 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
LOOMIS SAYLES & CO L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
CQS (US), LLC | 4 | 4 | 0.47% | 0.85% | 1.39% | Q2 2020 | Q1 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Lloyd Advisory Services, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Strong Tower Advisory Services | 4 | 4 | 0.44% | 0.52% | 0.59% | Q3 2021 | Q2 2022 | 4 |
Islet Management, LP | 4 | 4 | 0.64% | 0.85% | 1.29% | Q2 2020 | Q1 2021 | 4 |
USCA RIA LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Neo Ivy Capital Management | 1 | 1 | 0.06% | 0.16% | 0.31% | Q2 2020 | Q3 2022 | 4 |
Waterford Advisors, LLC | 4 | 4 | 0.29% | 0.30% | 0.31% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
INVERNESS COUNSEL LLC /NY/ | 3 | 1 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Avalon Investment & Advisory | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Coastline Trust Co | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q1 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Arnhold LLC | 4 | 4 | 0.55% | 0.60% | 0.63% | Q2 2020 | Q1 2021 | 4 |
TCW GROUP INC | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Carolina Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.13% | 0.16% | 0.18% | Q1 2021 | Q4 2021 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Delta Accumulation, LLC | 2 | 2 | 0.24% | 0.33% | 0.42% | Q1 2023 | Q2 2023 | 4 |
Magnetar Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2022 | 4 |
Trium Capital LLP | 4 | 4 | 0.14% | 1.57% | 2.24% | Q4 2022 | Q3 2023 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q1 2021 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q1 2021 | 4 |
MARATHON ASSET MANAGEMENT LLP | 4 | 4 | 0.36% | 0.38% | 0.39% | Q2 2020 | Q1 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.08% | 0.34% | Q4 2020 | Q4 2021 | 4 |
IAT REINSURANCE CO LTD. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Berkshire Bank | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2021 | 4 |
AQR Arbitrage LLC | 4 | 4 | 0.06% | 0.11% | 0.15% | Q2 2020 | Q1 2021 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.10% | 0.17% | 0.22% | Q2 2020 | Q1 2021 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 4 | 0.04% | 0.13% | 0.22% | Q3 2020 | Q2 2021 | 4 |
Laurion Capital Management LP | 4 | 4 | 0.10% | 0.38% | 0.59% | Q2 2020 | Q1 2021 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.37% | 0.41% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Longbow Finance SA | 4 | 4 | 0.76% | 0.81% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Ally Financial Inc. | 4 | 4 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q1 2021 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Columbia Asset Management | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q1 2021 | 4 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q1 2021 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.03% | 0.07% | 0.13% | Q2 2020 | Q2 2023 | 4 |
Investors Research Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Meridian Wealth Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
EAGLE ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Mount Capital Ltd | 4 | 4 | 0.83% | 2.51% | 3.35% | Q4 2022 | Q3 2023 | 4 |
LS Investment Advisors, LLC | 4 | 4 | 0.03% | 0.29% | 0.39% | Q2 2020 | Q1 2021 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.36% | 0.39% | 0.41% | Q1 2023 | Q4 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PineStone Asset Management Inc. | 4 | 4 | 3.05% | 3.23% | 3.44% | Q4 2022 | Q3 2023 | 4 |
VIKING GLOBAL INVESTORS LP | 3 | 1 | 0.68% | 1.04% | 1.39% | Q3 2020 | Q1 2022 | 4 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.02% | 0.05% | 0.14% | Q2 2021 | Q1 2022 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.15% | 0.23% | 0.33% | Q3 2021 | Q1 2023 | 4 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 4 | 4 | 0.59% | 0.62% | 0.64% | Q2 2021 | Q1 2022 | 4 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.32% | 1.25% | Q2 2022 | Q3 2023 | 4 |
NuWave Investment Management, LLC | 1 | 1 | 0.01% | 0.34% | 0.86% | Q3 2020 | Q3 2022 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2022 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.03% | 0.16% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisor OS, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 1.23% | 1.30% | 1.41% | Q4 2022 | Q3 2023 | 4 |
Mission Creek Capital Partners, Inc. | 3 | 1 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q4 2021 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Rikoon Group, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q2 2020 | Q1 2021 | 4 |
Unison Advisors LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 4 |
Private Wealth Advisors, Inc. | 4 | 4 | 0.20% | 0.24% | 0.26% | Q1 2020 | Q4 2020 | 4 |
Sound Financial Strategies Group, LLC | 4 | 4 | 0.30% | 0.31% | 0.32% | Q1 2021 | Q4 2021 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q1 2021 | 4 |
XXEC, Inc. | 4 | 4 | 1.03% | 1.17% | 1.34% | Q3 2020 | Q2 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Kovack Advisors, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 4 |
Olympiad Research LP | 3 | 1 | 0.12% | 0.34% | 0.50% | Q3 2022 | Q3 2023 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.03% | 0.09% | 0.12% | Q2 2020 | Q1 2021 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q1 2021 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Grace Capital | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.25% | 0.47% | Q1 2021 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 4 | 4 | 0.00% | 0.25% | 0.46% | Q2 2020 | Q1 2021 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
NICHOLAS COMPANY, INC. | 4 | 4 | 0.38% | 0.39% | 0.40% | Q2 2020 | Q1 2021 | 4 |
Heritage Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.14% | 2.24% | 5.69% | Q4 2021 | Q2 2023 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q4 2020 | 3 |
FRED ALGER MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
CUTLER INVESTMENT COUNSEL LLC | 3 | 3 | 0.31% | 0.31% | 0.32% | Q2 2020 | Q4 2020 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Woodline Partners LP | 2 | 1 | 0.12% | 0.18% | 0.22% | Q4 2021 | Q4 2022 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q4 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
ROBERTS GLORE & CO INC /IL/ | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2020 | Q1 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.32% | 0.34% | 0.35% | Q1 2022 | Q3 2022 | 3 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.11% | 0.18% | 0.24% | Q3 2020 | Q3 2023 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.20% | 0.23% | 0.26% | Q2 2023 | Q4 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Leucadia National | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 3 |
Princeton Portfolio Strategies Group LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 1.26% | 1.55% | 1.74% | Q1 2023 | Q3 2023 | 3 |
Greenland Capital Management LP | 2 | 1 | 0.06% | 0.83% | 2.00% | Q4 2022 | Q3 2023 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
EDGAR LOMAX CO/VA | 3 | 3 | 0.24% | 0.25% | 0.26% | Q2 2020 | Q4 2020 | 3 |
Bay Harbor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MCMILLION CAPITAL MANAGEMENT INC | 3 | 3 | 0.35% | 0.38% | 0.41% | Q2 2020 | Q4 2020 | 3 |
MUFG Securities EMEA plc | 3 | 3 | 0.03% | 0.08% | 0.14% | Q2 2020 | Q4 2020 | 3 |
Covington Investment Advisors Inc. | 3 | 3 | 0.21% | 0.26% | 0.30% | Q2 2020 | Q4 2020 | 3 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.23% | 0.35% | Q1 2021 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Cipher Capital LP | 1 | 1 | 0.04% | 0.17% | 0.35% | Q3 2020 | Q1 2023 | 3 |
Phraction Management LLC | 3 | 3 | 1.04% | 1.07% | 1.12% | Q4 2021 | Q2 2022 | 3 |
PETTYJOHN, WOOD & WHITE, INC | 3 | 3 | 0.14% | 0.20% | 0.28% | Q2 2020 | Q4 2020 | 3 |
Bridgewater Associates | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 3 |
Pacifica Partners Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2023 | 3 |
Cordant, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
INVESTMENT HOUSE LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
DAVIS SELECTED ADVISERS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.10% | 0.22% | 0.48% | Q4 2021 | Q2 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.18% | 0.18% | 0.20% | Q4 2021 | Q2 2022 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 3 |
Albar Capital Ltd | 2 | 1 | 0.97% | 2.83% | 6.13% | Q2 2021 | Q2 2022 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q4 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lipe & Dalton | 3 | 3 | 0.44% | 0.53% | 0.57% | Q2 2020 | Q4 2020 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.09% | 0.23% | Q3 2021 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Regent Investment Management LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Ceredex Value Advisors LLC | 3 | 3 | 0.61% | 1.20% | 1.77% | Q2 2020 | Q4 2020 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.39% | 0.51% | 0.57% | Q3 2022 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
York Capital Management Global Advisors, LLC | 3 | 3 | 0.71% | 1.16% | 1.87% | Q2 2020 | Q4 2020 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Capital International Investors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.07% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.09% | 0.30% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q2 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q1 2021 | 3 |
CTC Capital Management, LLC | 3 | 3 | 0.90% | 1.10% | 1.26% | Q2 2022 | Q4 2022 | 3 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.97% | 1.75% | 2.56% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.09% | 0.23% | 0.39% | Q1 2021 | Q3 2022 | 3 |
Ashburton (Jersey) Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WILEN INVESTMENT MANAGEMENT CORP. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
True North Advisors, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2021 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Avion Wealth | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
LBP AM SA | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Appian Way Asset Management LP | 3 | 3 | 1.07% | 1.57% | 2.08% | Q2 2020 | Q4 2020 | 3 |
TCF National Bank | 3 | 3 | 0.09% | 0.18% | 0.25% | Q3 2020 | Q1 2021 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 2.13% | 2.34% | 2.58% | Q2 2020 | Q4 2020 | 3 |
Creegan & Nassoura Financial Group, LLC | 3 | 3 | 0.22% | 0.25% | 0.26% | Q2 2020 | Q4 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Eos Management, L.P. | 3 | 3 | 0.08% | 0.17% | 0.32% | Q2 2020 | Q4 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Aperio Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
FSC Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 3 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.57% | 0.63% | 0.70% | Q1 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.07% | 0.24% | 0.42% | Q2 2020 | Q2 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Center For Asset Management LLC | 1 | 1 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q2 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 2 |
Capstone Financial Group, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 2 |
National Mutual Insurance Federation of Agricultural Cooperatives | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 2 |
Wescott Financial Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.34% | 0.66% | Q2 2020 | Q3 2023 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.11% | 0.18% | 0.24% | Q2 2020 | Q3 2020 | 2 |
Mawer Investment Management Ltd. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2020 | Q3 2020 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2021 | 2 |
Thomasville National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 2 |
Canoe Financial LP | 2 | 2 | 1.14% | 1.47% | 1.80% | Q1 2023 | Q2 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 2 |
UNITED FIRE GROUP INC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q4 2020 | Q1 2021 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SOMERVILLE KURT F | 2 | 2 | 0.08% | 0.15% | 0.23% | Q2 2020 | Q3 2020 | 2 |
Vantage Financial Partners Ltd., Inc. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 2 |
MIROVA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 2 |
Veritas Investment Management LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Barbara Oil Co. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
HIGHSIDE GLOBAL MANAGEMENT LLC | 2 | 2 | 3.96% | 5.26% | 6.56% | Q3 2020 | Q4 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q2 2022 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.08% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
First Financial Bank - Trust Division | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.15% | 0.27% | Q2 2020 | Q1 2023 | 2 |
Family Capital Trust Co | 2 | 2 | 0.16% | 0.30% | 0.43% | Q2 2020 | Q3 2020 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Planning LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
KLINGENSTEIN FIELDS & CO LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.15% | 0.31% | Q4 2020 | Q4 2021 | 2 |
BENEDICT FINANCIAL ADVISORS INC | 2 | 2 | 0.08% | 0.14% | 0.19% | Q2 2020 | Q3 2020 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.05% | 0.20% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Pentwater Capital Management LP | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Empirical Asset Management, LLC | 2 | 2 | 0.21% | 0.44% | 0.66% | Q1 2022 | Q2 2022 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Rampart Investment Management Company, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Pensionfund Sabic | 2 | 2 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q4 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Boussard & Gavaudan Investment Management LLP | 2 | 2 | 0.77% | 1.78% | 2.79% | Q2 2020 | Q3 2020 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
WMS Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2020 | Q3 2020 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.08% | 0.15% | Q4 2022 | Q2 2023 | 2 |
Richwood Investment Advisors, LLC | 2 | 2 | 0.01% | 0.10% | 0.19% | Q4 2021 | Q1 2022 | 2 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q2 2021 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 6.81% | 7.63% | 8.46% | Q2 2020 | Q3 2020 | 2 |
LMR Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
AMF Tjanstepension AB | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
SignalPoint Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Atria Investments, Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BAXTER BROS INC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q4 2021 | 2 |
Roberts Capital Advisors, LLC | 2 | 2 | 0.35% | 0.35% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Dash Acquisitions Inc. | 2 | 2 | 0.35% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 1.12% | 1.22% | 1.33% | Q1 2021 | Q2 2021 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q4 2020 | Q1 2021 | 2 |
Spearhead Capital Advisors, LLC | 2 | 2 | 0.05% | 0.21% | 0.37% | Q2 2022 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Inscription Capital, LLC | 1 | 1 | 0.11% | 0.14% | 0.18% | Q2 2021 | Q2 2022 | 2 |
Wellington Shields & Co., LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Fundsmith Long/Short Master Fund | 2 | 2 | 4.05% | 4.10% | 4.15% | Q4 2020 | Q1 2021 | 2 |
Geller Advisors LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Notis-McConarty Edward | 2 | 2 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q3 2020 | 2 |
CAMG Solamere Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2020 | Q3 2020 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2020 | Q3 2020 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 0.15% | 0.26% | 0.36% | Q2 2020 | Q2 2020 | 2 |
NORTH AMERICAN MANAGEMENT CORP | 2 | 2 | 0.16% | 0.52% | 0.87% | Q2 2020 | Q3 2020 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 0.27% | 0.28% | 0.28% | Q3 2020 | Q4 2020 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.38% | 0.67% | 0.96% | Q2 2020 | Q3 2020 | 2 |
Boundary Creek Advisors LP | 2 | 2 | 1.33% | 1.44% | 1.54% | Q1 2023 | Q2 2023 | 2 |
COHEN & STEERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.26% | 0.42% | 0.59% | Q1 2023 | Q2 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
APPLIED RESEARCH INVESTMENTS, LLC | 2 | 2 | 0.75% | 0.80% | 0.85% | Q3 2021 | Q4 2021 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AIA Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2021 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.44% | 0.45% | 0.46% | Q4 2020 | Q1 2021 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Metatron Capital SICAV plc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Heritage Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
BSW Wealth Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ledyard National Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Callahan Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Snider Financial Group | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Watson Rebecca | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cartenna Capital, LP | 1 | 1 | 4.10% | 4.10% | 4.10% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Cadence Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2020 | Q2 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
James Hambro & Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Covalis Capital LLP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2020 | Q2 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
Realta Investment Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
NORTHSTAR ASSET MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
EASTERN BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2023 | Q2 2023 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Vest Financial, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2020 | Q4 2020 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Cincinnati Specialty Underwriters Insurance CO | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2020 | Q2 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DILLON & ASSOCIATES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CINCINNATI FINANCIAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Burgundy Asset Management Ltd. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2020 | Q2 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
RB Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
CINCINNATI INSURANCE CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Broderick Brian C | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2021 | Q2 2021 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SG3 Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
TRILLIUM ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SALEM CAPITAL MANAGEMENT INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Dempze Nancy E | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PUZO MICHAEL J | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Providence First Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aldebaran Financial Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SRB CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Summit X, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Oak Thistle LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CSU Producer Resources, Inc. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2020 | Q2 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Nekton Capital Ltd. | 1 | 1 | 3.17% | 3.17% | 3.17% | Q4 2022 | Q4 2022 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
ACG Wealth | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Union Heritage Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Sabal Trust CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Davis Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hexavest Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
1776 Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CINCINNATI CASUALTY CO | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2020 | Q2 2020 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Kidder Stephen W | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Custos Family Office, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Holistic Financial Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own OTIS WORLDWIDE CORP or have owned OTIS WORLDWIDE CORP in the past.