Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 121 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 112 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 112 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.04% | 0.13% | Q1 2012 | Q3 2023 | 111 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.08% | Q1 2012 | Q3 2023 | 111 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 105 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 101 |
CAPITAL FUND MANAGEMENT S.A. | 26 | 14 | 0.00% | 0.03% | 0.16% | Q3 2013 | Q3 2023 | 100 |
Citadel Advisors | 31 | 10 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 98 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 93 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 87 |
JANE STREET GROUP, LLC | 37 | 37 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q3 2023 | 80 |
TWO SIGMA INVESTMENTS, LP | 20 | 3 | 0.00% | 0.04% | 0.26% | Q1 2014 | Q3 2023 | 74 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 72 |
WOLVERINE TRADING, LLC | 12 | 3 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 69 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 63 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.06% | 0.17% | Q1 2013 | Q3 2023 | 61 |
MILLENNIUM MANAGEMENT LLC | 18 | 2 | 0.00% | 0.03% | 0.17% | Q4 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.02% | 0.09% | Q1 2009 | Q3 2023 | 59 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 52 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.02% | 0.13% | Q4 2015 | Q3 2023 | 52 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.04% | 0.06% | 0.09% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.03% | 0.06% | 0.12% | Q3 2011 | Q3 2023 | 49 |
GLENMEDE TRUST CO NA | 42 | 2 | 0.09% | 0.35% | 1.88% | Q1 2008 | Q3 2023 | 49 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 49 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 49 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.05% | 0.15% | Q4 2011 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.03% | 0.17% | 0.29% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.10% | 0.29% | Q1 2012 | Q3 2023 | 47 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 46 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2021 | 46 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 46 |
Select Equity Group, L.P. | 40 | 40 | 0.36% | 2.03% | 4.39% | Q4 2013 | Q3 2023 | 45 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 44 |
East Coast Asset Management, LLC. | 44 | 44 | 0.28% | 0.47% | 0.73% | Q4 2012 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 44 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 44 |
BRYN MAWR TRUST Co | 43 | 43 | 0.28% | 0.39% | 0.72% | Q1 2013 | Q3 2023 | 43 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q2 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.02% | 0.11% | 0.30% | Q1 2013 | Q3 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q4 2023 | 43 |
CHEMUNG CANAL TRUST CO | 43 | 43 | 0.15% | 0.51% | 1.51% | Q2 2013 | Q4 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.07% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q3 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 1.15% | 1.41% | 1.78% | Q2 2013 | Q4 2023 | 43 |
First Financial Bank - Trust Division | 43 | 43 | 0.09% | 0.75% | 1.25% | Q2 2013 | Q4 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.05% | 0.14% | Q4 2012 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.06% | 0.08% | 0.11% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.10% | 0.17% | 0.25% | Q1 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2023 | 43 |
STATE STREET CORP | 42 | 42 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.13% | 0.68% | Q2 2014 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MCF Advisors LLC | 24 | 7 | 0.00% | 0.01% | 0.03% | Q4 2011 | Q3 2023 | 42 |
MCDONALD CAPITAL INVESTORS INC/CA | 42 | 42 | 8.29% | 10.99% | 12.78% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.27% | 0.44% | 0.58% | Q2 2013 | Q3 2023 | 42 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 42 | 42 | 1.78% | 2.03% | 2.38% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.05% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.42% | 0.63% | 1.21% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.14% | 0.42% | 0.95% | Q2 2013 | Q3 2023 | 42 |
Sabal Trust CO | 42 | 42 | 1.81% | 2.32% | 3.02% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 1.01% | 2.13% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.89% | 1.21% | 1.51% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 1.67% | 1.97% | 2.31% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.10% | 0.26% | 1.08% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.06% | 0.58% | 1.84% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.86% | 1.12% | 1.28% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ATWOOD & PALMER INC | 42 | 42 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BURNS J W & CO INC/NY | 42 | 42 | 0.82% | 1.14% | 1.46% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.02% | 0.17% | 0.46% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.10% | 0.37% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Mechanics Bank Trust Department | 42 | 42 | 0.20% | 0.38% | 0.51% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.81% | 1.85% | 2.47% | Q2 2013 | Q3 2023 | 42 |
DISCIPLINED GROWTH INVESTORS INC /MN | 42 | 42 | 0.42% | 0.87% | 1.82% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 2.49% | 2.88% | 3.25% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.12% | 0.29% | 0.70% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.04% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DILLON & ASSOCIATES INC | 42 | 42 | 1.24% | 3.10% | 4.35% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.74% | 1.08% | 1.49% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.07% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 42 |
HOWE & RUSLING INC | 42 | 42 | 0.02% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.09% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Lafayette Investments | 42 | 42 | 1.99% | 2.47% | 3.20% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 2.22% | 2.91% | 3.62% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.03% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.00% | 0.16% | 0.66% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.02% | 0.13% | 0.46% | Q2 2013 | Q3 2023 | 42 |
TWIN CAPITAL MANAGEMENT INC | 42 | 42 | 0.03% | 0.38% | 0.61% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
LaFleur & Godfrey LLC | 42 | 42 | 2.07% | 2.64% | 3.34% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.13% | 0.31% | 0.47% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.04% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.06% | 0.08% | Q2 2012 | Q4 2022 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.08% | 0.43% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.09% | 0.18% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
W.G. Shaheen & Associates DBA Whitney & Co | 42 | 42 | 1.08% | 2.25% | 3.70% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.06% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.04% | 0.13% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.42% | 0.98% | 1.32% | Q2 2013 | Q3 2023 | 42 |
MIDDLETON & CO INC/MA | 42 | 42 | 0.15% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.06% | 0.12% | 0.58% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PROSPECTOR PARTNERS LLC | 42 | 42 | 0.52% | 0.85% | 1.28% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.23% | 0.31% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Janney Capital Management LLC | 42 | 42 | 0.00% | 1.16% | 1.73% | Q2 2013 | Q3 2023 | 42 |
Ensemble Capital Management | 42 | 42 | 0.54% | 3.77% | 7.48% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.13% | 0.26% | 0.34% | Q2 2013 | Q3 2023 | 42 |
PRIVATE TRUST CO NA | 35 | 7 | 0.03% | 0.10% | 0.24% | Q1 2013 | Q3 2023 | 42 |
FULLER & THALER ASSET MANAGEMENT, INC. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.10% | 0.22% | 0.46% | Q2 2013 | Q3 2023 | 42 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SMITH CHAS P & ASSOCIATES PA CPAS | 42 | 42 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
GW&K Investment Management, LLC | 42 | 42 | 0.35% | 0.53% | 0.70% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.02% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WRIGHT INVESTORS SERVICE INC | 42 | 42 | 0.11% | 0.29% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 0.18% | 0.31% | 0.44% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.28% | 0.34% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.07% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.03% | 0.16% | 0.33% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.19% | 1.03% | 1.86% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 3.92% | 4.52% | 5.42% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.07% | 0.27% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.03% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Clarkston Capital Partners, LLC | 42 | 42 | 0.37% | 0.52% | 0.90% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.49% | 0.65% | 0.91% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Sandhill Capital Partners LLC | 42 | 42 | 0.12% | 0.22% | 0.50% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SCHWARTZ INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.14% | 1.04% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.03% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 0.50% | 1.37% | 2.16% | Q2 2013 | Q3 2023 | 42 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Markel Corporation | 42 | 42 | 0.17% | 0.20% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.06% | 1.48% | 2.35% | Q2 2013 | Q3 2023 | 42 |
BOSTON RESEARCH & MANAGEMENT INC | 42 | 42 | 0.23% | 0.26% | 0.30% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.04% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Saratoga Research & Investment Management | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Hendershot Investments Inc. | 42 | 42 | 0.74% | 1.28% | 1.87% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.08% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.04% | 0.70% | 1.24% | Q2 2013 | Q3 2023 | 42 |
AUXIER ASSET MANAGEMENT | 42 | 42 | 0.44% | 0.69% | 0.91% | Q2 2013 | Q3 2023 | 42 |
JENSEN INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.03% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
United Asset Strategies, Inc. | 42 | 42 | 0.19% | 0.31% | 0.68% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.12% | 0.22% | 0.40% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 2.01% | 2.43% | 3.13% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.34% | 1.34% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CARDEROCK CAPITAL MANAGEMENT INC | 42 | 42 | 0.13% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 0.02% | 0.79% | 1.19% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.05% | 0.14% | 0.33% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 42 | 42 | 0.36% | 0.56% | 0.73% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TORONTO DOMINION BANK | 40 | 2 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.46% | 0.57% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 0.01% | 0.98% | 1.36% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BENDER ROBERT & ASSOCIATES | 42 | 42 | 0.14% | 0.23% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.58% | 0.92% | 1.18% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.32% | 0.38% | 0.51% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
THOMAS STORY & SON LLC | 42 | 42 | 0.38% | 0.59% | 0.87% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 1.94% | 2.70% | 3.35% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.05% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.18% | 0.22% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 1.28% | 2.36% | 3.96% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Southeast Asset Advisors Inc. | 42 | 42 | 0.18% | 0.48% | 0.82% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.12% | 0.18% | 0.33% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.12% | 1.18% | 2.19% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Callahan Advisors, LLC | 42 | 42 | 1.08% | 1.53% | 2.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Rodgers Brothers Inc. | 42 | 42 | 0.61% | 0.73% | 0.90% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Hartford Financial Management Inc. | 42 | 42 | 0.30% | 0.43% | 0.66% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.05% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
IMS Capital Management | 42 | 42 | 0.66% | 1.19% | 2.37% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.64% | 0.81% | 0.98% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.89% | 1.57% | 2.18% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Counsel, Inc | 42 | 42 | 0.24% | 0.35% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.05% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ALPS ADVISORS INC | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
PARSONS CAPITAL MANAGEMENT INC/RI | 34 | 7 | 0.23% | 0.28% | 0.32% | Q2 2013 | Q3 2023 | 41 |
Somerset Trust Co | 41 | 41 | 0.54% | 1.18% | 1.89% | Q4 2013 | Q4 2023 | 41 |
PUZO MICHAEL J | 27 | 14 | 0.08% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.05% | 0.25% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.08% | 0.10% | 0.12% | Q3 2013 | Q3 2023 | 41 |
TCI Wealth Advisors, Inc. | 32 | 9 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2023 | 41 |
AMALGAMATED BANK | 40 | 1 | 0.05% | 0.08% | 0.10% | Q1 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.12% | 0.24% | 0.45% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.07% | 0.12% | 0.22% | Q1 2013 | Q3 2023 | 41 |
BAXTER BROS INC | 30 | 11 | 1.28% | 1.75% | 2.22% | Q2 2013 | Q3 2023 | 41 |
OPUS INVESTMENT MANAGEMENT INC | 41 | 41 | 0.55% | 1.18% | 2.51% | Q3 2013 | Q3 2023 | 41 |
GREATMARK INVESTMENT PARTNERS, INC. | 27 | 14 | 0.06% | 0.31% | 0.91% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 41 |
FAIRFIELD, BUSH & CO. | 34 | 7 | 0.03% | 0.23% | 0.61% | Q2 2013 | Q3 2023 | 41 |
PROFESSIONAL ADVISORY SERVICES INC | 25 | 16 | 0.05% | 0.75% | 3.25% | Q2 2013 | Q3 2023 | 41 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 36 | 5 | 0.00% | 0.22% | 0.77% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.08% | 0.27% | 0.49% | Q2 2013 | Q3 2023 | 41 |
SHELL ASSET MANAGEMENT CO | 33 | 8 | 0.00% | 0.23% | 0.47% | Q2 2013 | Q3 2023 | 41 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 41 |
FIRST NATIONAL BANK OF OMAHA | 41 | 41 | 0.06% | 0.28% | 0.66% | Q3 2013 | Q3 2023 | 41 |
GRIMES & COMPANY, INC. | 41 | 41 | 0.02% | 0.25% | 0.95% | Q3 2013 | Q3 2023 | 41 |
OAK ASSOCIATES LTD /OH/ | 40 | 1 | 0.19% | 0.54% | 1.00% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Opus Capital Group, LLC | 41 | 41 | 0.04% | 0.15% | 0.30% | Q3 2013 | Q3 2023 | 41 |
Capital World Investors | 41 | 41 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q2 2023 | 41 |
Ironwood Investment Counsel, LLC | 27 | 14 | 0.41% | 0.56% | 0.71% | Q2 2013 | Q3 2023 | 41 |
STRS OHIO | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.03% | 0.55% | 0.80% | Q4 2013 | Q3 2023 | 40 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q2 2018 | 40 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.26% | 0.57% | Q2 2013 | Q3 2023 | 40 |
American Money Management, LLC | 40 | 40 | 1.15% | 1.77% | 2.31% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.47% | 0.77% | 0.98% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.27% | 0.45% | 1.22% | Q4 2013 | Q4 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.08% | 0.10% | 0.12% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.05% | 0.08% | 0.13% | Q4 2013 | Q3 2023 | 40 |
1832 Asset Management L.P. | 31 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
MOTCO | 40 | 40 | 0.00% | 0.28% | 0.67% | Q4 2013 | Q3 2023 | 40 |
Parkside Financial Bank & Trust | 40 | 40 | 0.01% | 0.08% | 0.25% | Q4 2013 | Q3 2023 | 40 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 39 | 1 | 0.03% | 0.12% | 0.39% | Q2 2013 | Q3 2023 | 40 |
Squarepoint Ops LLC | 18 | 1 | 0.00% | 0.15% | 0.52% | Q4 2014 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.07% | 0.09% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Korea Investment CORP | 37 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 40 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 35 | 1 | 0.02% | 0.03% | 0.06% | Q2 2010 | Q3 2023 | 40 |
MASTRAPASQUA ASSET MANAGEMENT INC | 34 | 1 | 0.08% | 0.38% | 1.29% | Q2 2013 | Q3 2023 | 40 |
Rench Wealth Management, Inc. | 40 | 40 | 1.62% | 3.16% | 4.22% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.03% | 0.07% | 0.19% | Q4 2013 | Q3 2023 | 40 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 40 |
Shoker Investment Counsel, Inc. | 40 | 40 | 1.00% | 1.22% | 1.53% | Q4 2013 | Q3 2023 | 40 |
TOMPKINS FINANCIAL CORP | 17 | 10 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q4 2023 | 40 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.01% | 0.09% | Q1 2013 | Q3 2022 | 40 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 39 | 1 | 0.04% | 0.09% | 0.18% | Q3 2013 | Q3 2023 | 40 |
Willis Investment Counsel | 21 | 2 | 0.65% | 1.73% | 2.68% | Q2 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.02% | 0.08% | 0.21% | Q4 2013 | Q3 2023 | 40 |
BANK OF NOVA SCOTIA | 40 | 40 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 40 |
NATIXIS | 26 | 1 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q4 2022 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Notis-McConarty Edward | 25 | 14 | 0.09% | 0.18% | 0.33% | Q4 2013 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.01% | 0.37% | 0.68% | Q2 2013 | Q2 2023 | 39 |
EASTERN BANK | 39 | 39 | 0.02% | 0.15% | 0.21% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 39 |
Gotham Asset Management, LLC | 31 | 2 | 0.00% | 0.23% | 0.55% | Q2 2013 | Q3 2023 | 39 |
Rafferty Asset Management, LLC | 37 | 2 | 0.02% | 0.06% | 0.12% | Q4 2013 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 38 | 38 | 0.00% | 0.06% | 0.11% | Q2 2014 | Q3 2023 | 39 |
Texas Yale Capital Corp. | 37 | 2 | 0.03% | 0.11% | 0.14% | Q4 2013 | Q3 2023 | 39 |
PINNACLE FINANCIAL PARTNERS INC | 39 | 39 | 0.03% | 0.07% | 0.13% | Q1 2014 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
WBH ADVISORY INC | 28 | 3 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.02% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 39 |
Bollard Group LLC | 39 | 39 | 0.04% | 0.12% | 0.19% | Q1 2014 | Q3 2023 | 39 |
ROCKY MOUNTAIN ADVISERS, LLC | 26 | 13 | 0.17% | 0.65% | 1.25% | Q4 2013 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q4 2022 | 39 |
HOURGLASS CAPITAL, LLC | 39 | 39 | 0.34% | 1.29% | 2.10% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.07% | 0.08% | 0.10% | Q1 2014 | Q3 2023 | 39 |
PAYDEN & RYGEL | 39 | 39 | 1.12% | 1.71% | 2.25% | Q2 2013 | Q4 2022 | 39 |
SENTRY INVESTMENT MANAGEMENT LLC | 20 | 5 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 38 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.06% | 0.12% | Q3 2013 | Q4 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.67% | 1.30% | 1.62% | Q2 2013 | Q3 2022 | 38 |
Covington Capital Management | 38 | 38 | 0.40% | 0.52% | 0.70% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2022 | 38 |
Neuberger Berman Group LLC | 32 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.02% | 0.06% | 0.17% | Q2 2014 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 38 |
ONTARIO TEACHERS PENSION PLAN BOARD | 31 | 7 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q2 2023 | 38 |
Loudon Investment Management, LLC | 17 | 7 | 0.17% | 0.29% | 1.16% | Q4 2013 | Q3 2023 | 38 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.02% | 0.06% | 0.12% | Q2 2014 | Q3 2023 | 38 |
GUYASUTA INVESTMENT ADVISORS INC | 37 | 1 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 38 |
FIDUCIARY TRUST CO | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 38 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q1 2017 | 38 |
SALEM CAPITAL MANAGEMENT INC | 38 | 38 | 0.35% | 0.74% | 1.31% | Q2 2013 | Q3 2022 | 38 |
Tower Research Capital LLC (TRC) | 15 | 6 | 0.00% | 0.06% | 0.19% | Q3 2013 | Q3 2023 | 37 |
PEAK6 Investments LLC | 12 | 2 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 37 |
State of Alaska, Department of Revenue | 37 | 37 | 0.02% | 0.10% | 0.17% | Q3 2014 | Q3 2023 | 37 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 0.58% | 0.83% | 1.04% | Q4 2014 | Q4 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2023 | 37 |
RATIONAL ADVISORS LLC | 10 | 2 | 0.00% | 0.43% | 3.72% | Q1 2009 | Q2 2022 | 37 |
Rehmann Capital Advisory Group | 15 | 2 | 0.04% | 0.08% | 0.33% | Q3 2009 | Q3 2023 | 37 |
Capital Investment Advisors, LLC | 35 | 2 | 0.02% | 0.07% | 0.29% | Q4 2013 | Q4 2023 | 37 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 25 | 3 | 0.00% | 0.05% | 0.09% | Q1 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.09% | 0.11% | 0.15% | Q3 2014 | Q3 2023 | 37 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 30 | 2 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q1 2023 | 36 |
DAVENPORT & Co LLC | 33 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.16% | 0.29% | 0.43% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q1 2022 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 1.02% | 1.67% | 1.93% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.02% | 0.14% | 0.27% | Q2 2013 | Q1 2022 | 36 |
LVW Advisors, LLC | 36 | 36 | 0.19% | 0.37% | 0.58% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 36 |
Sunbelt Securities, Inc. | 36 | 36 | 0.02% | 0.30% | 0.68% | Q4 2014 | Q3 2023 | 36 |
Mirae Asset Global Investments Co., Ltd. | 33 | 1 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 36 |
OPPENHEIMER & CO INC | 32 | 4 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.04% | 0.08% | 0.18% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Mariner, LLC | 36 | 36 | 0.02% | 0.11% | 0.19% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.05% | 0.29% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.16% | 0.47% | 1.42% | Q2 2013 | Q1 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.13% | 0.20% | Q4 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.44% | 2.11% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2022 | 36 |
NATIXIS ADVISORS, L.P. | 35 | 1 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 36 |
FORTE CAPITAL LLC /ADV | 22 | 14 | 0.16% | 0.60% | 0.88% | Q3 2014 | Q3 2023 | 36 |
BALYASNY ASSET MANAGEMENT L.P. | 15 | 1 | 0.00% | 0.05% | 0.24% | Q4 2014 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.20% | 0.29% | 0.38% | Q4 2014 | Q3 2023 | 36 |
BONTEMPO OHLY CAPITAL MGMT LLC | 36 | 36 | 1.49% | 1.95% | 2.62% | Q4 2014 | Q3 2023 | 36 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.11% | 1.34% | Q4 2013 | Q3 2023 | 36 |
PRUDENTIAL PLC | 22 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.43% | 0.95% | 1.41% | Q1 2015 | Q3 2023 | 35 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.20% | 0.68% | Q2 2013 | Q3 2023 | 35 |
BOURNE LENT ASSET MANAGEMENT INC | 35 | 35 | 2.71% | 3.39% | 4.16% | Q1 2015 | Q3 2023 | 35 |
CENTRAL BANK & TRUST CO | 35 | 35 | 0.00% | 0.27% | 1.69% | Q1 2015 | Q3 2023 | 35 |
LAZARD ASSET MANAGEMENT LLC | 21 | 1 | 0.00% | 0.04% | 0.11% | Q3 2014 | Q3 2023 | 35 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 35 | 35 | 0.05% | 0.16% | 0.23% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 35 |
Alley Co LLC | 35 | 35 | 1.91% | 2.70% | 3.63% | Q2 2013 | Q4 2021 | 35 |
MACKENZIE FINANCIAL CORP | 22 | 3 | 0.00% | 0.06% | 0.49% | Q2 2013 | Q3 2023 | 35 |
EXENCIAL WEALTH ADVISORS, LLC | 20 | 1 | 0.01% | 0.11% | 0.28% | Q1 2013 | Q4 2022 | 35 |
ADVISOR PARTNERS LLC | 35 | 35 | 0.07% | 0.10% | 0.16% | Q4 2013 | Q2 2022 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 35 |
MEYER HANDELMAN CO | 35 | 35 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 35 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 34 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 35 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Bray Capital Advisors | 35 | 35 | 0.10% | 0.80% | 1.15% | Q1 2015 | Q3 2023 | 35 |
Echo Street Capital Management LLC | 28 | 7 | 0.00% | 0.52% | 1.44% | Q4 2014 | Q3 2023 | 35 |
First Personal Financial Services | 35 | 35 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.00% | 0.12% | 0.29% | Q1 2015 | Q3 2023 | 35 |
Maryland Capital Management | 32 | 3 | 0.04% | 0.26% | 0.59% | Q2 2013 | Q3 2022 | 35 |
Pineno Levin & Ford Asset Management, Inc. | 35 | 35 | 0.38% | 0.45% | 0.59% | Q2 2013 | Q4 2021 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 35 |
Avalon Investment & Advisory | 34 | 34 | 0.30% | 0.49% | 0.64% | Q4 2014 | Q1 2023 | 34 |
ING GROEP NV | 16 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
DELTA ASSET MANAGEMENT LLC/TN | 20 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Cohen Klingenstein LLC | 34 | 34 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.08% | 0.24% | 0.33% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.06% | 0.09% | 0.14% | Q2 2015 | Q3 2023 | 34 |
Glassman Wealth Services | 24 | 3 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 34 |
OLD REPUBLIC INTERNATIONAL CORP | 34 | 34 | 0.11% | 0.87% | 1.84% | Q2 2015 | Q3 2023 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q3 2021 | 34 |
Pensionfund Sabic | 34 | 34 | 0.47% | 0.53% | 0.64% | Q3 2015 | Q4 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.00% | 0.08% | 0.10% | Q2 2013 | Q3 2021 | 34 |
MONETARY MANAGEMENT GROUP INC | 28 | 6 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 34 |
TDAM USA INC. | 33 | 1 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q4 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2021 | 34 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 31 | 3 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 34 |
CIBC WORLD MARKETS CORP | 34 | 34 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
West Oak Capital, LLC | 34 | 34 | 0.00% | 0.20% | 1.02% | Q2 2015 | Q3 2023 | 34 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 33 | 33 | 0.00% | 1.57% | 3.53% | Q2 2013 | Q2 2021 | 33 |
APPLETON PARTNERS INC/MA | 33 | 33 | 0.07% | 0.15% | 0.22% | Q4 2015 | Q4 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 33 |
MARATHON ASSET MANAGEMENT LLP | 33 | 33 | 0.27% | 0.78% | 1.72% | Q2 2013 | Q2 2021 | 33 |
KANAWHA CAPITAL MANAGEMENT LLC | 32 | 1 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q3 2023 | 33 |
Freestone Capital Holdings, LLC | 20 | 13 | 0.01% | 0.15% | 0.33% | Q2 2015 | Q3 2023 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Capital Analysts, LLC | 33 | 33 | 0.11% | 0.15% | 0.20% | Q3 2015 | Q3 2023 | 33 |
Parsec Financial Management, Inc. | 33 | 33 | 0.02% | 0.18% | 0.78% | Q1 2015 | Q1 2023 | 33 |
Meiji Yasuda Asset Management Co Ltd. | 33 | 33 | 0.05% | 0.23% | 0.38% | Q3 2015 | Q3 2023 | 33 |
Blue Chip Partners, LLC | 33 | 33 | 0.02% | 0.56% | 2.24% | Q3 2015 | Q3 2023 | 33 |
AllSquare Wealth Management LLC | 32 | 1 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Manchester Capital Management LLC | 32 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.06% | 0.16% | 0.33% | Q2 2013 | Q2 2021 | 33 |
Carnegie Capital Asset Management, LLC | 33 | 33 | 0.03% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 33 | 33 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2021 | 33 |
DAVIS R M INC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.04% | 0.18% | Q2 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q2 2021 | 33 |
DnB Asset Management AS | 33 | 33 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q4 2023 | 33 |
Armbruster Capital Management, Inc. | 32 | 32 | 0.62% | 0.76% | 1.25% | Q4 2015 | Q3 2023 | 32 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 5 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.16% | 0.25% | 0.37% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 17 | 2 | 0.00% | 0.01% | 0.14% | Q3 2013 | Q3 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.86% | 1.48% | 1.88% | Q2 2013 | Q4 2023 | 32 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.02% | 0.12% | Q4 2012 | Q2 2022 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.61% | 0.78% | 1.22% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.14% | 0.20% | 0.26% | Q1 2016 | Q4 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.07% | 0.13% | Q4 2015 | Q3 2023 | 32 |
DONALDSON CAPITAL MANAGEMENT, LLC | 30 | 2 | 0.04% | 1.98% | 3.15% | Q1 2010 | Q3 2023 | 32 |
Hills Bank & Trust Co | 32 | 32 | 0.07% | 0.12% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Community Bank & Trust, Waco, Texas | 32 | 32 | 1.23% | 1.43% | 1.73% | Q4 2015 | Q3 2023 | 32 |
SFMG, LLC | 26 | 2 | 0.02% | 0.10% | 0.35% | Q4 2014 | Q3 2023 | 32 |
WADDELL & REED FINANCIAL INC | 32 | 32 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q1 2021 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.21% | 0.42% | Q4 2015 | Q3 2023 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.16% | 0.20% | 0.23% | Q4 2015 | Q3 2023 | 32 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 32 | 32 | 0.08% | 0.36% | 0.59% | Q4 2015 | Q3 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.30% | 0.35% | 0.41% | Q4 2015 | Q3 2023 | 32 |
B. Riley Wealth Advisors, Inc. | 29 | 1 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.02% | 0.10% | 0.15% | Q2 2013 | Q1 2021 | 32 |
High Falls Advisors, Inc | 19 | 12 | 0.19% | 0.29% | 0.50% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q4 2020 | 31 |
Keystone Financial Planning, Inc. | 31 | 31 | 0.47% | 2.25% | 3.80% | Q4 2013 | Q2 2021 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
DOWLING & YAHNKE LLC | 27 | 4 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q3 2022 | 31 |
NewEdge Advisors, LLC | 30 | 1 | 0.07% | 0.23% | 1.00% | Q3 2015 | Q3 2023 | 31 |
Connor, Clark & Lunn Investment Management Ltd. | 31 | 31 | 0.00% | 0.10% | 0.21% | Q3 2015 | Q1 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Kingsview Wealth Management, LLC | 17 | 6 | 0.00% | 0.36% | 0.87% | Q4 2017 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 31 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 31 | 31 | 0.49% | 0.62% | 0.74% | Q1 2016 | Q3 2023 | 31 |
Bath Savings Trust Co | 31 | 31 | 0.28% | 0.42% | 0.70% | Q1 2016 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 31 |
IBERIABANK CORP | 31 | 31 | 0.03% | 1.42% | 2.17% | Q4 2012 | Q2 2020 | 31 |
COLONY GROUP LLC | 24 | 2 | 0.00% | 0.09% | 0.21% | Q4 2013 | Q3 2023 | 31 |
CWA Asset Management Group, LLC | 30 | 1 | 0.09% | 0.66% | 1.09% | Q4 2015 | Q3 2023 | 31 |
Brookmont Capital Management | 31 | 31 | 0.97% | 2.71% | 3.75% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q4 2020 | 31 |
CADENCE CAPITAL MANAGEMENT LLC | 31 | 31 | 0.11% | 0.23% | 0.39% | Q1 2013 | Q3 2020 | 31 |
ASSETMARK, INC | 20 | 11 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 31 |
McKinley Carter Wealth Services, Inc. | 31 | 31 | 0.03% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
AlphaMark Advisors, LLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
BURNEY CO/ | 31 | 31 | 0.04% | 0.11% | 0.17% | Q1 2016 | Q3 2023 | 31 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 31 | 31 | 0.08% | 0.10% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 31 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 4 | 1.12% | 1.88% | 3.42% | Q4 2014 | Q3 2023 | 31 |
Veritas Investment Management LLP | 23 | 7 | 0.01% | 0.22% | 0.56% | Q1 2013 | Q3 2020 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.09% | 0.22% | 0.36% | Q2 2013 | Q3 2020 | 30 |
UNIVEST FINANCIAL Corp | 30 | 30 | 0.09% | 0.14% | 0.19% | Q2 2014 | Q3 2021 | 30 |
Motley Fool Wealth Management, LLC | 30 | 30 | 0.05% | 0.31% | 0.74% | Q2 2016 | Q3 2023 | 30 |
HMS Capital Management, LLC | 16 | 16 | 0.24% | 0.56% | 1.12% | Q3 2016 | Q2 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
RFG Advisory, LLC | 16 | 14 | 0.06% | 0.25% | 1.18% | Q2 2015 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.11% | 0.15% | 0.25% | Q2 2013 | Q3 2020 | 30 |
WASHINGTON TRUST BANK | 21 | 9 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.08% | 0.15% | 0.22% | Q1 2016 | Q3 2023 | 30 |
Buckingham Capital Management, Inc. | 30 | 30 | 0.12% | 0.22% | 0.29% | Q2 2013 | Q3 2020 | 30 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 30 |
Chicago Partners Investment Group LLC | 30 | 30 | 0.02% | 0.09% | 0.30% | Q2 2016 | Q3 2023 | 30 |
ASSOCIATED BANC-CORP | 28 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 30 |
Point72 Hong Kong Ltd | 8 | 1 | 0.01% | 0.07% | 0.30% | Q3 2014 | Q3 2022 | 30 |
MARTIN CURRIE LTD | 30 | 30 | 0.34% | 0.76% | 1.32% | Q2 2013 | Q3 2020 | 30 |
FORSTA AP-FONDEN | 21 | 1 | 0.09% | 0.18% | 0.57% | Q4 2015 | Q3 2023 | 29 |
SevenBridge Financial Group, LLC | 15 | 14 | 0.06% | 0.11% | 0.32% | Q2 2016 | Q3 2023 | 29 |
QS Investors, LLC | 29 | 29 | 0.01% | 0.11% | 0.23% | Q2 2014 | Q2 2021 | 29 |
Royal Fund Management, LLC | 28 | 28 | 0.00% | 0.97% | 3.00% | Q4 2016 | Q3 2023 | 29 |
Aureus Asset Management, LLC | 22 | 7 | 0.04% | 0.47% | 2.07% | Q2 2013 | Q3 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.05% | 0.11% | 0.22% | Q4 2015 | Q4 2022 | 29 |
CHURCHILL MANAGEMENT Corp | 26 | 3 | 0.07% | 0.44% | 0.99% | Q2 2013 | Q4 2020 | 29 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
King Wealth Management Group | 22 | 1 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q2 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 1 | 0.00% | 0.08% | 0.23% | Q4 2013 | Q3 2023 | 29 |
BARINGS LLC | 17 | 12 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 29 |
Capital International Investors | 15 | 14 | 0.01% | 0.31% | 0.51% | Q2 2014 | Q3 2023 | 29 |
Smith, Salley & Associates | 22 | 7 | 0.06% | 0.25% | 0.38% | Q2 2014 | Q3 2023 | 29 |
CABOT WEALTH MANAGEMENT INC | 20 | 9 | 0.03% | 0.06% | 0.09% | Q3 2015 | Q4 2022 | 29 |
WealthPLAN Partners, LLC | 18 | 1 | 0.00% | 0.04% | 0.09% | Q1 2015 | Q4 2023 | 29 |
Columbia Asset Management | 11 | 1 | 0.05% | 0.09% | 0.20% | Q4 2013 | Q1 2023 | 29 |
Rathbones Group PLC | 23 | 1 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 0.05% | 0.08% | 0.10% | Q4 2013 | Q3 2023 | 29 |
BEACON FINANCIAL GROUP | 15 | 14 | 0.05% | 0.91% | 1.90% | Q3 2013 | Q2 2022 | 29 |
Snowden Capital Advisors LLC | 21 | 8 | 0.06% | 0.12% | 0.36% | Q2 2016 | Q3 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.05% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.05% | 0.32% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Northwest Quadrant Wealth Management, LLC | 28 | 28 | 0.08% | 0.13% | 0.24% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.09% | 0.10% | 0.12% | Q4 2016 | Q3 2023 | 28 |
PEOPLES FINANCIAL SERVICES CORP. | 27 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8 | 3 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q1 2018 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.02% | 0.37% | 0.61% | Q4 2016 | Q3 2023 | 28 |
CREDIT AGRICOLE S A | 20 | 8 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 28 |
SUMMITRY LLC | 28 | 28 | 0.03% | 0.32% | 2.61% | Q2 2013 | Q1 2020 | 28 |
Haverford Trust Co | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Paragon Capital Management LLC | 28 | 28 | 0.02% | 3.72% | 4.69% | Q2 2013 | Q1 2020 | 28 |
Lee Financial Co | 28 | 28 | 0.27% | 0.36% | 0.77% | Q4 2016 | Q3 2023 | 28 |
PUTNAM INVESTMENTS LLC | 22 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.08% | 0.11% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.02% | 0.15% | 0.44% | Q4 2016 | Q3 2023 | 28 |
LOOMIS SAYLES & CO L P | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.16% | 0.45% | 0.73% | Q4 2016 | Q3 2023 | 28 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 27 | 1 | 0.10% | 0.14% | 0.18% | Q3 2016 | Q3 2023 | 28 |
Kistler-Tiffany Companies, LLC | 28 | 28 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2020 | 28 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 24 | 2 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2020 | 28 |
COMGEST GLOBAL INVESTORS S.A.S. | 28 | 28 | 0.00% | 0.08% | 0.15% | Q4 2014 | Q3 2021 | 28 |
Capital Advisors, Ltd. LLC | 21 | 7 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 28 |
Tortoise Investment Management, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 1.06% | 1.27% | 1.42% | Q4 2014 | Q3 2021 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.05% | 0.12% | 0.25% | Q4 2016 | Q3 2023 | 28 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 20 | 8 | 0.47% | 0.60% | 0.80% | Q4 2014 | Q3 2022 | 28 |
Greytown Advisors Inc. | 28 | 28 | 0.16% | 0.46% | 0.77% | Q4 2016 | Q3 2023 | 28 |
Transform Wealth, LLC | 24 | 4 | 0.02% | 0.23% | 0.46% | Q2 2016 | Q2 2023 | 28 |
Cerity Partners LLC | 27 | 27 | 0.09% | 0.50% | 1.27% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Mawer Investment Management Ltd. | 26 | 1 | 0.42% | 0.70% | 1.04% | Q2 2013 | Q3 2023 | 27 |
Avantax Planning Partners, Inc. | 21 | 6 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 27 |
ASPIRIANT, LLC | 17 | 3 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q4 2021 | 27 |
Ausdal Financial Partners, Inc. | 26 | 1 | 0.02% | 0.09% | 0.15% | Q4 2015 | Q3 2023 | 27 |
VAN ECK ASSOCIATES CORP | 17 | 10 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 27 |
PIEDMONT INVESTMENT ADVISORS INC | 19 | 8 | 0.00% | 0.08% | 0.53% | Q2 2013 | Q1 2020 | 27 |
Sterling Investment Advisors, Ltd. | 27 | 27 | 0.01% | 0.76% | 1.02% | Q1 2017 | Q3 2023 | 27 |
SIGNET FINANCIAL MANAGEMENT, LLC | 26 | 1 | 0.01% | 0.76% | 1.88% | Q4 2014 | Q4 2021 | 27 |
NORRIS PERNE & FRENCH LLP/MI | 25 | 1 | 0.04% | 0.14% | 2.15% | Q2 2013 | Q3 2023 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 25 | 2 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Drexel Morgan & Co. | 27 | 27 | 0.08% | 0.45% | 0.65% | Q3 2014 | Q1 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.05% | 0.12% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Affiance Financial, LLC | 21 | 1 | 0.02% | 0.56% | 1.01% | Q4 2014 | Q4 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 27 |
Tributary Capital Management, LLC | 27 | 27 | 0.05% | 0.23% | 0.60% | Q3 2015 | Q1 2022 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.06% | 0.14% | 0.26% | Q2 2013 | Q4 2019 | 27 |
Advisors Capital Management, LLC | 16 | 11 | 0.01% | 0.53% | 1.06% | Q1 2016 | Q3 2023 | 27 |
PATTEN & PATTEN INC/TN | 27 | 27 | 0.05% | 0.06% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.07% | 0.09% | Q1 2017 | Q3 2023 | 27 |
ACCESS FINANCIAL SERVICES, INC. | 26 | 26 | 0.63% | 0.84% | 1.11% | Q2 2017 | Q3 2023 | 26 |
Karpus Management, Inc. | 14 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 26 |
Pensionfund DSM Netherlands | 26 | 26 | 0.08% | 0.45% | 0.56% | Q3 2015 | Q4 2021 | 26 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 1 | 0.02% | 0.25% | 0.91% | Q2 2013 | Q3 2023 | 26 |
Employees Retirement System of Texas | 25 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.35% | 0.62% | 1.10% | Q2 2013 | Q3 2019 | 26 |
WEALTHSOURCE PARTNERS, LLC | 19 | 1 | 0.02% | 0.11% | 0.26% | Q1 2016 | Q3 2023 | 26 |
Nelson Capital Management, LLC | 26 | 26 | 0.00% | 1.59% | 3.04% | Q2 2013 | Q3 2019 | 26 |
PineBridge Investments, L.P. | 17 | 1 | 0.00% | 0.08% | 0.49% | Q2 2014 | Q3 2023 | 26 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.11% | 2.14% | Q3 2013 | Q3 2023 | 26 |
HighPoint Advisor Group LLC | 25 | 1 | 0.06% | 0.11% | 0.30% | Q3 2015 | Q2 2022 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.10% | 0.27% | Q4 2013 | Q3 2023 | 26 |
Wedgewood Partners | 18 | 8 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q1 2023 | 26 |
Proficio Capital Partners LLC | 15 | 11 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 26 |
GAM Holding AG | 17 | 9 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2019 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.16% | 0.31% | Q2 2013 | Q3 2019 | 26 |
Bank OZK | 25 | 1 | 0.08% | 0.17% | 0.36% | Q2 2016 | Q3 2023 | 26 |
Alexandria Capital, LLC | 26 | 26 | 0.12% | 0.19% | 0.31% | Q2 2015 | Q3 2021 | 26 |
HOLDERNESS INVESTMENTS CO | 26 | 26 | 0.11% | 0.13% | 0.17% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.08% | 0.30% | 0.48% | Q3 2016 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q1 2020 | 26 |
Penserra Capital Management LLC | 21 | 5 | 0.00% | 0.02% | 0.13% | Q4 2015 | Q3 2023 | 26 |
Centiva Capital, LP | 8 | 2 | 0.00% | 0.06% | 0.25% | Q1 2019 | Q3 2023 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.00% | 0.05% | 0.16% | Q2 2015 | Q2 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.15% | 0.37% | Q2 2013 | Q3 2019 | 26 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 10 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 26 |
Csenge Advisory Group | 25 | 25 | 0.01% | 0.13% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q2 2019 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.17% | 0.32% | 0.46% | Q3 2016 | Q3 2022 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.02% | 0.08% | 0.14% | Q3 2017 | Q3 2023 | 25 |
O'Keefe Stevens Advisory, Inc. | 15 | 10 | 0.38% | 0.48% | 0.66% | Q3 2017 | Q4 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.10% | 0.15% | 0.22% | Q3 2017 | Q3 2023 | 25 |
Simmons Bank | 25 | 25 | 0.02% | 0.13% | 0.25% | Q3 2017 | Q3 2023 | 25 |
Copeland Capital Management, LLC | 25 | 25 | 0.00% | 0.12% | 0.68% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Atria Investments, Inc | 14 | 11 | 0.09% | 0.14% | 0.20% | Q2 2017 | Q3 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 25 |
Spectrum Management Group, LLC | 16 | 9 | 0.01% | 0.47% | 1.11% | Q1 2016 | Q3 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.06% | 0.25% | 0.63% | Q3 2015 | Q3 2021 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.05% | 0.15% | Q1 2016 | Q1 2022 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Troy Asset Management Ltd | 25 | 25 | 0.18% | 2.96% | 5.38% | Q3 2017 | Q3 2023 | 25 |
Clean Yield Group | 20 | 1 | 0.01% | 0.12% | 0.20% | Q1 2015 | Q3 2023 | 25 |
Summit X, LLC | 25 | 25 | 0.06% | 0.20% | 0.49% | Q2 2017 | Q2 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 25 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25 | 25 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q4 2022 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Dorsey & Whitney Trust CO LLC | 14 | 11 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.18% | 0.24% | 0.34% | Q3 2017 | Q3 2023 | 25 |
Horrell Capital Management, Inc. | 24 | 1 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2019 | 25 |
Simplicity Solutions, LLC | 14 | 1 | 0.02% | 0.06% | 0.31% | Q4 2015 | Q3 2023 | 25 |
TCW GROUP INC | 20 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 25 |
SEGALL BRYANT & HAMILL, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 25 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.08% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.15% | 0.49% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
EXANE DERIVATIVES | 18 | 1 | 0.00% | 0.19% | 2.37% | Q4 2015 | Q2 2022 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.66% | 1.04% | 1.28% | Q2 2013 | Q1 2019 | 24 |
PITCAIRN CO | 9 | 7 | 0.02% | 0.05% | 0.13% | Q3 2014 | Q2 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 2.02% | 2.57% | 3.18% | Q4 2017 | Q3 2023 | 24 |
AMERICAN CENTURY COMPANIES INC | 22 | 2 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 24 |
PEAPACK GLADSTONE FINANCIAL CORP | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
FIRST INTERSTATE BANK | 20 | 4 | 0.00% | 0.08% | 0.13% | Q3 2015 | Q1 2023 | 24 |
Silver Lake Advisory, LLC | 21 | 3 | 2.05% | 2.73% | 3.48% | Q3 2017 | Q3 2023 | 24 |
COOPER/HAIMS ADVISORS, LLC | 24 | 24 | 0.02% | 2.80% | 6.86% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.54% | 0.80% | 1.22% | Q4 2017 | Q3 2023 | 24 |
Independent Advisor Alliance | 24 | 24 | 0.00% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.11% | 0.16% | 0.26% | Q2 2013 | Q1 2019 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.44% | 0.86% | 1.11% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 24 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 21 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 24 |
KCM INVESTMENT ADVISORS LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 24 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 1 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 24 |
Freedom Investment Management, Inc. | 18 | 1 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q1 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Koshinski Asset Management, Inc. | 17 | 2 | 0.03% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 24 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 1 | 0.02% | 0.13% | 0.35% | Q2 2013 | Q2 2021 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
MAIRS & POWER INC | 14 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.47% | 0.97% | 1.41% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2019 | 24 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 22 | 2 | 0.06% | 0.09% | 0.12% | Q4 2013 | Q4 2019 | 24 |
BP PLC | 15 | 4 | 0.05% | 0.13% | 0.42% | Q3 2014 | Q2 2021 | 24 |
SMITH ASSET MANAGEMENT GROUP LP | 12 | 1 | 0.00% | 0.15% | 0.89% | Q1 2014 | Q2 2021 | 24 |
Richard Bernstein Advisors LLC | 24 | 24 | 0.21% | 0.53% | 0.80% | Q2 2013 | Q1 2019 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.24% | 0.30% | 0.38% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 0.10% | 0.40% | 1.12% | Q4 2016 | Q3 2023 | 24 |
Exeter Financial, LLC | 24 | 24 | 0.63% | 0.85% | 1.13% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 24 |
WINTON GROUP Ltd | 10 | 1 | 0.00% | 0.14% | 0.49% | Q2 2014 | Q2 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.14% | 0.31% | 0.51% | Q1 2017 | Q3 2023 | 24 |
Compagnie Lombard Odier SCmA | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Advisors, Inc. | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2020 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.20% | 0.33% | 0.78% | Q4 2017 | Q3 2023 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 0.36% | 0.46% | 0.69% | Q4 2017 | Q3 2023 | 24 |
Tradewinds Capital Management, LLC | 21 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 23 |
FIRST CITIZENS BANK & TRUST CO | 21 | 2 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 23 |
Horizon Investments, LLC | 11 | 2 | 0.01% | 0.04% | 0.13% | Q1 2017 | Q3 2023 | 23 |
Thomasville National Bank | 13 | 1 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q1 2020 | 23 |
JFS WEALTH ADVISORS, LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 23 |
Douglass Winthrop Advisors, LLC | 23 | 23 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Laffer Tengler Investments, Inc. | 23 | 23 | 0.27% | 0.76% | 2.32% | Q3 2013 | Q1 2019 | 23 |
Tredje AP-fonden | 20 | 3 | 0.03% | 0.22% | 0.63% | Q2 2015 | Q2 2022 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2022 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 0.18% | 0.42% | 0.66% | Q2 2013 | Q4 2018 | 23 |
Hilltop Holdings Inc. | 23 | 23 | 0.04% | 0.10% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.04% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Good Life Advisors, LLC | 14 | 1 | 0.04% | 0.07% | 0.21% | Q4 2016 | Q3 2023 | 23 |
Signature Wealth Management Group | 23 | 23 | 0.14% | 1.90% | 2.61% | Q4 2017 | Q2 2023 | 23 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 23 |
JCIC Asset Management Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Pinion Investment Advisors, LLC | 23 | 23 | 0.21% | 0.64% | 1.16% | Q1 2018 | Q3 2023 | 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 3 | 0.00% | 0.20% | 0.62% | Q1 2017 | Q1 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.16% | 0.20% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Leisure Capital Management | 23 | 23 | 0.26% | 0.62% | 0.75% | Q1 2018 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.07% | 1.29% | 2.20% | Q1 2017 | Q3 2022 | 23 |
HYMAN CHARLES D | 23 | 23 | 0.03% | 0.12% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Point72 Asset Management, L.P. | 8 | 1 | 0.00% | 0.04% | 0.29% | Q2 2015 | Q3 2023 | 23 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 4 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2022 | 23 |
Capital International, Inc./CA/ | 14 | 9 | 0.01% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.05% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Weatherstone Capital Management | 15 | 8 | 0.06% | 0.24% | 0.50% | Q2 2013 | Q1 2019 | 23 |
Ashfield Capital Partners, LLC | 23 | 23 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2022 | 23 |
Capital International Sarl | 11 | 2 | 0.02% | 0.10% | 0.16% | Q2 2014 | Q4 2022 | 23 |
MARINO, STRAM & ASSOCIATES LLC | 14 | 9 | 0.17% | 0.21% | 0.25% | Q4 2017 | Q3 2023 | 23 |
NewSquare Capital LLC | 16 | 7 | 0.00% | 0.23% | 0.74% | Q2 2016 | Q3 2023 | 23 |
Cetera Investment Advisers | 21 | 1 | 0.03% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 22 |
FORT, L.P. | 22 | 22 | 0.03% | 0.52% | 0.71% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 1.11% | 1.62% | 2.31% | Q2 2018 | Q3 2023 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2018 | 22 |
Calamos Advisors LLC | 18 | 4 | 0.00% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 22 |
Winch Advisory Services, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 22 |
Iowa State Bank | 22 | 22 | 0.12% | 0.13% | 0.16% | Q4 2015 | Q1 2021 | 22 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 22 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
BRIDGES INVESTMENT MANAGEMENT INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.12% | 0.35% | Q4 2014 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 1 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 22 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.01% | 0.17% | 0.42% | Q4 2018 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2018 | 22 |
SUNTRUST BANKS INC | 17 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Brookstone Capital Management | 12 | 1 | 0.00% | 0.08% | 0.43% | Q1 2014 | Q3 2023 | 22 |
Voya Financial Advisors, Inc. | 22 | 22 | 0.02% | 0.05% | 0.22% | Q4 2015 | Q1 2021 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.36% | 0.52% | 0.75% | Q2 2018 | Q3 2023 | 22 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 3 | 0.02% | 0.25% | 0.88% | Q3 2013 | Q3 2023 | 22 |
Lenox Wealth Advisors, LLC | 18 | 4 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2022 | 22 |
ROCKLAND TRUST CO | 22 | 22 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 8 | 0.18% | 0.62% | 1.15% | Q4 2014 | Q3 2023 | 22 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 22 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 22 |
PENN DAVIS MCFARLAND INC | 22 | 22 | 0.11% | 0.13% | 0.16% | Q2 2018 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.38% | 0.79% | 0.95% | Q3 2018 | Q3 2023 | 21 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 21 | 21 | 0.02% | 0.10% | 0.41% | Q3 2018 | Q3 2023 | 21 |
Wharton Business Group, LLC | 8 | 1 | 0.02% | 0.09% | 0.83% | Q2 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Osborn Williams & Donohoe LLC | 21 | 21 | 0.04% | 0.08% | 0.10% | Q1 2015 | Q1 2020 | 21 |
RELIANCE TRUST CO OF DELAWARE | 21 | 21 | 0.04% | 0.20% | 0.59% | Q1 2014 | Q1 2019 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.04% | 0.33% | Q4 2016 | Q3 2023 | 21 |
NWAM LLC | 12 | 1 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 21 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q4 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.17% | 0.22% | 0.30% | Q1 2017 | Q3 2023 | 21 |
South Dakota Investment Council | 21 | 21 | 0.00% | 0.07% | 0.23% | Q3 2014 | Q3 2019 | 21 |
SouthState Corp | 14 | 1 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 21 |
CARLSON CAPITAL L P | 10 | 1 | 0.04% | 0.47% | 1.07% | Q2 2013 | Q4 2022 | 21 |
FRED ALGER MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2023 | 21 |
Bison Wealth, LLC | 11 | 1 | 0.06% | 0.26% | 0.56% | Q4 2014 | Q3 2023 | 21 |
Zurich Insurance Group Ltd/FI | 8 | 2 | 0.01% | 0.14% | 0.51% | Q3 2016 | Q2 2023 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 1.76% | 2.30% | 2.82% | Q2 2013 | Q2 2018 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q2 2018 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.45% | 0.52% | 0.63% | Q4 2017 | Q4 2022 | 21 |
NVWM, LLC | 21 | 21 | 0.04% | 0.21% | 0.50% | Q3 2018 | Q3 2023 | 21 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.03% | 0.33% | 0.66% | Q4 2013 | Q2 2023 | 21 |
CAPITAL ADVISORS INC/OK | 14 | 7 | 0.59% | 0.95% | 1.51% | Q2 2013 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.06% | 0.13% | 0.24% | Q3 2018 | Q3 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 1.62% | 2.55% | 3.29% | Q3 2018 | Q3 2023 | 21 |
Covenant Asset Management, LLC | 21 | 21 | 0.20% | 0.32% | 0.43% | Q3 2018 | Q3 2023 | 21 |
Riverview Trust Co | 20 | 20 | 0.30% | 0.41% | 0.55% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.15% | 0.23% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.16% | 0.24% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
BADGLEY PHELPS & BELL INC | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2020 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2020 | 20 |
Guinness Asset Management LTD | 20 | 20 | 3.17% | 3.73% | 4.64% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Guinness Atkinson Asset Management Inc | 20 | 20 | 0.20% | 0.32% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.25% | 0.45% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q1 2021 | 20 |
Claro Advisors LLC | 20 | 20 | 0.20% | 0.25% | 0.28% | Q4 2018 | Q3 2023 | 20 |
CenterStar Asset Management, LLC | 3 | 2 | 0.00% | 0.10% | 0.63% | Q4 2017 | Q4 2022 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.28% | 0.36% | 0.50% | Q2 2013 | Q1 2018 | 20 |
NAVELLIER & ASSOCIATES INC | 20 | 20 | 0.05% | 0.23% | 0.33% | Q1 2016 | Q4 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.06% | 0.09% | 0.18% | Q4 2017 | Q3 2022 | 20 |
GIRARD PARTNERS LTD. | 19 | 1 | 0.03% | 0.10% | 0.17% | Q3 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2019 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.32% | 0.45% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q4 2017 | 20 |
PGGM Investments | 10 | 5 | 0.03% | 0.17% | 0.31% | Q1 2014 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.26% | 0.46% | 0.61% | Q4 2018 | Q3 2023 | 20 |
Harvest Fund Management Co., Ltd | 11 | 9 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 20 |
Estabrook Capital Management | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q2 2022 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.20% | 0.30% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Clearstead Advisors, LLC | 20 | 20 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.21% | 0.24% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Miracle Mile Advisors, LLC | 20 | 20 | 0.02% | 0.14% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Heritage Trust Co | 19 | 1 | 0.00% | 0.23% | 0.46% | Q3 2017 | Q3 2023 | 20 |
Grace Capital | 20 | 20 | 0.18% | 1.48% | 2.05% | Q2 2013 | Q1 2018 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.12% | 0.17% | 0.30% | Q4 2018 | Q3 2023 | 20 |
ZACKS INVESTMENT MANAGEMENT | 10 | 2 | 0.00% | 0.14% | 0.26% | Q3 2014 | Q3 2023 | 20 |
Palmer Knight Co | 20 | 20 | 3.36% | 4.66% | 5.58% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2018 | 20 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 20 | 20 | 0.02% | 0.09% | 0.14% | Q1 2015 | Q4 2019 | 20 |
Human Investing LLC | 20 | 20 | 0.19% | 0.35% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.18% | 0.58% | 1.06% | Q4 2018 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.26% | 0.34% | 0.45% | Q4 2018 | Q3 2023 | 20 |
Ifrah Financial Services, Inc. | 20 | 20 | 0.14% | 0.17% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q3 2022 | 20 |
Legacy Financial Advisors, Inc. | 13 | 6 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 19 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.16% | 0.36% | Q3 2013 | Q3 2023 | 19 |
Ellevest, Inc. | 19 | 19 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Family Legacy, Inc. | 12 | 7 | 0.09% | 0.12% | 0.16% | Q2 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.09% | Q4 2017 | Q2 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.12% | 0.21% | 0.42% | Q1 2019 | Q3 2023 | 19 |
Palisade Asset Management, LLC | 19 | 19 | 0.16% | 0.21% | 0.26% | Q1 2019 | Q3 2023 | 19 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 19 |
CAPITAL ONE, NATIONAL ASSOCIATION | 18 | 1 | 0.07% | 0.12% | 0.22% | Q1 2014 | Q4 2019 | 19 |
GREENLEAF TRUST | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.10% | 0.15% | 0.19% | Q4 2018 | Q2 2023 | 19 |
Symmetry Partners, LLC | 14 | 1 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q4 2023 | 19 |
Financial Gravity Asset Management, Inc. | 11 | 3 | 0.00% | 0.06% | 0.27% | Q1 2018 | Q2 2023 | 19 |
AE Wealth Management LLC | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Monument Capital Management | 13 | 1 | 0.07% | 1.02% | 1.56% | Q4 2017 | Q3 2023 | 19 |
TIRSCHWELL & LOEWY INC | 19 | 19 | 0.08% | 0.25% | 0.36% | Q3 2014 | Q1 2019 | 19 |
Venturi Wealth Management, LLC | 13 | 6 | 0.00% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Vigilant Capital Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 19 |
COOKSON PEIRCE & CO INC | 7 | 1 | 0.02% | 1.09% | 2.93% | Q4 2014 | Q4 2022 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.18% | Q1 2019 | Q3 2023 | 19 |
HALSEY ASSOCIATES INC/CT | 16 | 1 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2018 | 19 |
Northeast Financial Consultants Inc | 19 | 19 | 0.02% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
MAI Capital Management | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Cresset Asset Management, LLC | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
ALBION FINANCIAL GROUP /UT | 10 | 9 | 0.36% | 0.48% | 0.54% | Q4 2018 | Q3 2023 | 19 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.01% | 0.05% | 0.26% | Q2 2016 | Q4 2022 | 19 |
Belpointe Asset Management LLC | 14 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 19 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 10 | 9 | 0.02% | 0.47% | 1.71% | Q4 2017 | Q1 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.86% | 1.12% | 1.33% | Q1 2019 | Q3 2023 | 19 |
ALLSTATE CORP | 10 | 3 | 0.01% | 0.07% | 0.32% | Q4 2016 | Q4 2022 | 19 |
RAND WEALTH, LLC | 18 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2018 | 19 |
Realta Investment Advisors | 19 | 19 | 0.12% | 0.21% | 0.41% | Q1 2019 | Q3 2023 | 19 |
Prospera Financial Services Inc | 18 | 1 | 0.02% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 19 |
Bridgecreek Investment Management, LLC | 13 | 2 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 19 |
CAPITAL MANAGEMENT CORP /VA | 19 | 19 | 0.76% | 1.75% | 3.14% | Q2 2013 | Q4 2017 | 19 |
Executive Wealth Management, LLC | 17 | 2 | 0.02% | 0.45% | 0.92% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.48% | 0.62% | 0.75% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.04% | 0.21% | 0.40% | Q1 2019 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.40% | 0.92% | 1.91% | Q2 2013 | Q4 2017 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TRAIN BABCOCK ADVISORS LLC | 19 | 19 | 0.29% | 0.59% | 0.91% | Q2 2013 | Q4 2017 | 19 |
Assenagon Asset Management S.A. | 9 | 3 | 0.00% | 0.08% | 0.29% | Q2 2018 | Q3 2023 | 19 |
Carmignac Gestion | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
TRUE Private Wealth Advisors | 16 | 1 | 0.02% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 18 |
Martin Capital Partners, LLC | 17 | 1 | 0.12% | 0.32% | 0.42% | Q1 2019 | Q4 2023 | 18 |
Court Place Advisors, LLC | 12 | 2 | 0.07% | 0.13% | 0.19% | Q2 2018 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Country Club Trust Company, n.a. | 18 | 18 | 0.03% | 0.39% | 0.78% | Q3 2017 | Q4 2021 | 18 |
Clarius Group, LLC | 14 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 18 |
MONTRUSCO BOLTON INVESTMENTS INC. | 18 | 18 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q2 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q3 2017 | 18 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 18 | 18 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Clear Perspective Advisors, LLC | 13 | 1 | 0.09% | 0.17% | 0.44% | Q4 2016 | Q4 2021 | 18 |
GUARDIAN CAPITAL LP | 18 | 18 | 0.10% | 0.21% | 0.37% | Q3 2015 | Q4 2019 | 18 |
Wellington Shields Capital Management, LLC | 18 | 18 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2017 | 18 |
SpiderRock Advisors, LLC | 6 | 1 | 0.01% | 0.11% | 0.91% | Q1 2017 | Q3 2023 | 18 |
Catalyst Capital Advisors LLC | 12 | 6 | 0.00% | 0.25% | 1.34% | Q3 2014 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 18 |
Jackson Wealth Management, LLC | 10 | 8 | 0.12% | 0.59% | 0.97% | Q1 2015 | Q3 2023 | 18 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.06% | 0.51% | Q2 2015 | Q3 2022 | 18 |
Costello Asset Management, INC | 14 | 4 | 0.26% | 1.33% | 3.11% | Q4 2018 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.03% | 0.18% | Q4 2016 | Q1 2021 | 18 |
Fiera Capital Corp | 7 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q2 2022 | 18 |
INGALLS & SNYDER LLC | 10 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 18 |
Stadion Money Management, LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q4 2018 | 18 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q1 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.08% | 0.46% | Q3 2013 | Q3 2023 | 18 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 17 | 1 | 0.01% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 18 |
Bangor Savings Bank | 18 | 18 | 0.05% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 18 |
ACG Wealth | 8 | 1 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q2 2022 | 18 |
Sequoia Financial Advisors, LLC | 10 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Grantham, Mayo, Van Otterloo & Co. LLC | 18 | 18 | 0.00% | 0.20% | 0.54% | Q2 2013 | Q3 2017 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.15% | 0.23% | 0.27% | Q2 2019 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
INVESTMENT PARTNERS, LTD. | 12 | 1 | 0.12% | 0.16% | 0.23% | Q4 2017 | Q1 2023 | 18 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.04% | 0.11% | 0.14% | Q2 2017 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
V Wealth Advisors LLC | 17 | 1 | 0.02% | 0.13% | 0.36% | Q2 2017 | Q3 2023 | 18 |
FIRST MERCANTILE TRUST CO | 17 | 17 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 2 | 0.02% | 0.31% | 1.08% | Q1 2018 | Q2 2023 | 17 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 16 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 17 |
Hexavest Inc. | 11 | 6 | 0.00% | 0.23% | 0.62% | Q3 2014 | Q2 2021 | 17 |
DUBUQUE BANK & TRUST CO | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 17 |
OmniStar Financial Group, Inc. | 12 | 4 | 0.34% | 0.95% | 1.78% | Q4 2017 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q2 2017 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
FLC Capital Advisors | 13 | 4 | 0.07% | 0.09% | 0.15% | Q1 2019 | Q2 2023 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q4 2016 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.03% | 0.04% | 0.07% | Q1 2018 | Q1 2022 | 17 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.16% | 0.44% | Q2 2018 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2017 | 17 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.11% | 0.39% | Q1 2014 | Q3 2023 | 17 |
Baker Avenue Asset Management, LP | 9 | 1 | 0.00% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 17 |
CX Institutional | 12 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
OppenheimerFunds, Inc. | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 17 |
Reynders McVeigh Capital Management, LLC | 17 | 17 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 0.54% | 0.65% | 0.94% | Q2 2013 | Q2 2017 | 17 |
Bruderman Asset Management, LLC | 17 | 17 | 0.10% | 1.05% | 2.57% | Q4 2015 | Q4 2019 | 17 |
WESBANCO BANK INC | 9 | 8 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 17 |
Heritage Wealth Advisors | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
OSSIAM | 16 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 17 |
CARL DOMINO INC | 17 | 17 | 1.25% | 1.50% | 1.85% | Q2 2013 | Q2 2017 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.58% | 1.09% | 1.55% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.05% | 0.15% | Q4 2018 | Q4 2022 | 17 |
Sageworth Trust Co | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 17 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
AGF Investments LLC | 9 | 4 | 0.00% | 0.21% | 0.44% | Q4 2016 | Q2 2022 | 17 |
Smith Affiliated Capital Corp. | 13 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 17 |
Yorktown Management & Research Co Inc | 7 | 1 | 0.04% | 0.09% | 0.33% | Q2 2013 | Q2 2020 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.07% | 0.14% | 0.34% | Q2 2013 | Q2 2017 | 17 |
BOENNING & SCATTERGOOD, INC. | 16 | 1 | 0.07% | 0.12% | 0.15% | Q3 2018 | Q4 2022 | 17 |
180 WEALTH ADVISORS, LLC | 14 | 1 | 0.04% | 0.13% | 0.51% | Q4 2017 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Cipher Capital LP | 3 | 1 | 0.06% | 0.36% | 0.78% | Q4 2013 | Q3 2023 | 17 |
Larson Financial Group LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Ascent Wealth Partners, LLC | 13 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2021 | 17 |
JOHN G ULLMAN & ASSOCIATES INC | 17 | 17 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2019 | 17 |
Vectors Research Management, LLC | 17 | 17 | 0.03% | 0.08% | 0.12% | Q3 2018 | Q3 2022 | 17 |
IFG Advisory, LLC | 8 | 1 | 0.02% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 17 |
Stratos Wealth Advisors, LLC | 14 | 3 | 0.07% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q1 2022 | 17 |
Syntal Capital Partners, LLC | 14 | 1 | 0.01% | 0.38% | 0.61% | Q2 2014 | Q3 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.02% | 0.14% | 0.48% | Q2 2013 | Q2 2017 | 17 |
Great Diamond Partners, LLC | 16 | 16 | 0.74% | 0.84% | 1.01% | Q4 2019 | Q3 2023 | 16 |
CHILTON INVESTMENT CO INC. | 14 | 2 | 0.08% | 0.14% | 0.33% | Q1 2017 | Q3 2022 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 16 |
GODSEY & GIBB, INC | 12 | 4 | 1.97% | 2.24% | 3.33% | Q2 2018 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 9 | 7 | 0.48% | 0.78% | 1.38% | Q3 2018 | Q3 2023 | 16 |
CONGRESS ASSET MANAGEMENT CO /MA | 16 | 16 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q1 2017 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.10% | 0.18% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Ledyard National Bank | 11 | 5 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 16 |
Trust Co | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.04% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Key FInancial Inc | 16 | 16 | 0.12% | 0.33% | 0.74% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Core Alternative Capital | 16 | 16 | 1.62% | 1.90% | 2.50% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.05% | 0.19% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Avidian Wealth Solutions, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.23% | 0.33% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 15 | 15 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q1 2017 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.12% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Capital Research Global Investors | 16 | 16 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2017 | 16 |
Birch Hill Investment Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.07% | Q3 2011 | Q3 2023 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 16 |
Quadrature Capital Ltd | 5 | 1 | 0.03% | 0.24% | 0.77% | Q4 2015 | Q2 2023 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.67% | 0.77% | 0.84% | Q4 2014 | Q3 2018 | 16 |
Principal Street Partners, LLC | 16 | 16 | 0.08% | 0.11% | 0.18% | Q3 2019 | Q2 2023 | 16 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.21% | 0.61% | Q3 2013 | Q3 2021 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.14% | 0.33% | Q3 2015 | Q3 2023 | 16 |
Dakota Wealth Management | 11 | 5 | 0.08% | 0.40% | 1.00% | Q1 2019 | Q3 2023 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Canton Hathaway, LLC | 12 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q1 2017 | 16 |
Mosaic Family Wealth, LLC | 14 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q4 2021 | 16 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 4 | 0.05% | 0.20% | 0.28% | Q2 2014 | Q3 2018 | 16 |
Vestcor Inc | 16 | 16 | 0.34% | 0.41% | 0.45% | Q4 2019 | Q3 2023 | 16 |
ABSHER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.05% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.62% | 1.19% | 1.70% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Trexquant Investment LP | 5 | 1 | 0.07% | 0.31% | 0.65% | Q1 2015 | Q3 2023 | 16 |
Truvestments Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.20% | 0.47% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CIDEL ASSET MANAGEMENT INC | 11 | 5 | 0.01% | 0.07% | 0.20% | Q4 2014 | Q1 2019 | 16 |
FIRST FOUNDATION ADVISORS | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.11% | 0.33% | 0.67% | Q4 2019 | Q3 2023 | 16 |
ORRSTOWN FINANCIAL SERVICES INC | 10 | 6 | 0.03% | 0.70% | 1.33% | Q1 2017 | Q2 2021 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.15% | 0.19% | 0.30% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.01% | 1.13% | 1.34% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.06% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.14% | 0.27% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Sargent Bickham Lagudis LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 15 |
EAGLE ASSET MANAGEMENT INC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BRIGHTON JONES LLC | 7 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 15 |
ANCHOR CAPITAL ADVISORS LLC | 15 | 15 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q4 2016 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 15 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.04% | 0.09% | Q1 2014 | Q4 2022 | 15 |
CALTON & ASSOCIATES, INC. | 14 | 1 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q4 2016 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Hamlin Capital Management, LLC | 15 | 15 | 2.06% | 3.29% | 4.06% | Q1 2020 | Q3 2023 | 15 |
HORAN CAPITAL MANAGEMENT | 15 | 15 | 0.14% | 0.26% | 0.35% | Q2 2013 | Q4 2016 | 15 |
BRAUN STACEY ASSOCIATES INC | 15 | 15 | 0.02% | 0.34% | 1.02% | Q2 2013 | Q4 2016 | 15 |
Morningstar Investment Services LLC | 15 | 15 | 0.86% | 1.13% | 1.60% | Q2 2013 | Q4 2016 | 15 |
Cordatus Wealth Management LLC | 10 | 1 | 0.48% | 1.11% | 3.44% | Q4 2018 | Q2 2023 | 15 |
NJ State Employees Deferred Compensation Plan | 15 | 15 | 0.16% | 0.21% | 0.25% | Q1 2014 | Q3 2017 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q4 2016 | 15 |
STRATEGY ASSET MANAGERS LLC | 7 | 1 | 0.07% | 0.22% | 0.57% | Q1 2014 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.11% | 0.16% | 0.19% | Q4 2016 | Q2 2020 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 15 |
Meristem Family Wealth, LLC | 12 | 3 | 0.02% | 0.21% | 0.30% | Q2 2013 | Q1 2022 | 15 |
DELTA LLOYD NV | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.08% | 0.25% | 0.44% | Q3 2016 | Q3 2023 | 15 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.10% | 0.46% | Q1 2016 | Q1 2023 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.57% | 0.91% | 1.08% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Archer Investment Corp | 9 | 6 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.41% | 0.54% | 0.65% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q4 2016 | 15 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 15 | 15 | 0.09% | 0.22% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Bell Bank | 15 | 15 | 0.34% | 0.98% | 2.16% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Arden Trust Co | 12 | 3 | 0.04% | 0.07% | 0.16% | Q2 2019 | Q4 2023 | 15 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.08% | 0.27% | Q3 2014 | Q3 2023 | 15 |
USS Investment Management Ltd | 14 | 1 | 0.03% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.10% | 0.13% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Sargent Investment Group, LLC | 12 | 1 | 0.07% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 15 |
Aristides Capital LLC | 15 | 15 | 0.10% | 0.45% | 1.94% | Q1 2020 | Q3 2023 | 15 |
Vantage Investment Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 15 |
PITTENGER & ANDERSON INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 15 |
Quantinno Capital Management LP | 8 | 7 | 0.08% | 0.25% | 0.54% | Q4 2018 | Q3 2023 | 15 |
Delta Investment Management, LLC | 14 | 1 | 0.09% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 13 | 1 | 0.00% | 0.37% | 0.78% | Q1 2014 | Q2 2018 | 15 |
BALDWIN BROTHERS LLC/MA | 14 | 1 | 0.01% | 0.16% | 0.52% | Q4 2018 | Q4 2023 | 15 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.02% | 0.07% | 0.11% | Q1 2017 | Q3 2020 | 15 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.06% | 0.16% | Q4 2016 | Q1 2023 | 15 |
Burleson & Company, LLC | 15 | 15 | 0.05% | 0.07% | 0.12% | Q1 2019 | Q3 2022 | 15 |
D.B. Root & Company, LLC | 8 | 1 | 0.09% | 0.11% | 0.14% | Q3 2018 | Q3 2023 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 1.37% | 1.54% | 1.66% | Q4 2017 | Q2 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.06% | 0.09% | 0.10% | Q3 2016 | Q1 2020 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.07% | 0.09% | Q2 2016 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
Beaumont Financial Partners, LLC | 10 | 4 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q3 2022 | 14 |
MANNING & NAPIER ADVISORS LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2017 | 14 |
O'Brien Wealth Partners LLC | 4 | 3 | 0.05% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.12% | 0.24% | 0.40% | Q4 2018 | Q1 2022 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Aberdeen Wealth Management LLC | 12 | 1 | 0.18% | 0.21% | 0.26% | Q4 2019 | Q3 2023 | 14 |
Busey Bank | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Balentine LLC | 9 | 5 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 14 |
MONTAG A & ASSOCIATES INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 14 |
GeoWealth Management, LLC | 14 | 14 | 0.02% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
HNP Capital LLC | 10 | 4 | 0.06% | 0.10% | 0.27% | Q1 2019 | Q3 2022 | 14 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 1 | 0.00% | 0.16% | 0.56% | Q4 2013 | Q3 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 0.27% | 0.34% | 0.43% | Q2 2020 | Q3 2023 | 14 |
S&CO INC | 9 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q2 2023 | 14 |
Taylor Hoffman Wealth Management | 14 | 14 | 0.82% | 1.65% | 2.08% | Q2 2020 | Q3 2023 | 14 |
LMCG INVESTMENTS, LLC | 10 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
BANK OF NOVA SCOTIA TRUST CO | 11 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2022 | 14 |
Summit Global Investments | 13 | 1 | 0.02% | 0.80% | 1.54% | Q4 2016 | Q2 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.09% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
CHASE INVESTMENT COUNSEL CORP | 10 | 1 | 0.14% | 1.76% | 3.64% | Q3 2014 | Q3 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Palo Capital, Inc. | 14 | 14 | 0.28% | 1.23% | 1.69% | Q3 2015 | Q4 2018 | 14 |
Relative Value Partners Group, LLC | 9 | 5 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Westbourne Investment Advisors, Inc. | 14 | 14 | 2.34% | 2.76% | 4.22% | Q2 2020 | Q3 2023 | 14 |
MATHER GROUP, LLC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Gray Wealth Management Inc. | 14 | 14 | 0.13% | 0.16% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.24% | 0.63% | Q2 2016 | Q2 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.05% | 0.13% | 0.30% | Q2 2013 | Q3 2016 | 14 |
Brown Capital Management | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
FIL Ltd | 9 | 1 | 0.00% | 0.03% | 0.26% | Q4 2017 | Q3 2023 | 14 |
FAYEZ SAROFIM & CO | 11 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Sciencast Management LP | 3 | 1 | 0.08% | 0.56% | 0.96% | Q4 2015 | Q3 2023 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 7 | 0.01% | 0.36% | 1.44% | Q3 2019 | Q3 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.14% | 0.21% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.09% | 0.34% | Q2 2013 | Q3 2016 | 14 |
Ellsworth Advisors, LLC | 14 | 14 | 0.92% | 1.28% | 1.58% | Q2 2020 | Q3 2023 | 14 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.03% | 0.44% | 1.56% | Q1 2015 | Q2 2023 | 14 |
DOHJ, LLC | 14 | 14 | 0.12% | 0.20% | 0.25% | Q2 2020 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.06% | 0.15% | 0.27% | Q2 2019 | Q3 2022 | 14 |
BerganKDV Wealth Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Vantage Investment Partners, LLC | 14 | 14 | 0.49% | 1.00% | 1.66% | Q2 2020 | Q3 2023 | 14 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GSB Wealth Management, LLC | 11 | 3 | 0.25% | 0.61% | 1.34% | Q4 2016 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q1 2021 | 14 |
AHL Partners LLP | 14 | 14 | 0.03% | 0.18% | 0.46% | Q3 2014 | Q4 2017 | 14 |
Gilman Hill Asset Management, LLC | 12 | 2 | 0.11% | 1.63% | 2.14% | Q2 2013 | Q4 2016 | 14 |
FENIMORE ASSET MANAGEMENT INC | 14 | 14 | 0.34% | 0.89% | 1.11% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.01% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 14 |
EPG Wealth Management LLC | 6 | 2 | 0.06% | 0.20% | 0.37% | Q4 2019 | Q3 2023 | 13 |
Biltmore Family Office, LLC | 12 | 1 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 13 |
CAPITAL GUARDIAN TRUST CO | 13 | 13 | 0.01% | 0.25% | 0.49% | Q2 2014 | Q2 2017 | 13 |
Argentus Capital Management, LLC | 11 | 2 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q3 2016 | 13 |
Varma Mutual Pension Insurance Co | 12 | 1 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 13 |
BURKE & HERBERT BANK & TRUST CO | 13 | 13 | 0.32% | 0.38% | 0.47% | Q3 2020 | Q3 2023 | 13 |
Rossmore Private Capital | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Quantamental Technologies LLC | 4 | 1 | 0.04% | 0.50% | 1.47% | Q4 2018 | Q2 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.10% | 0.24% | 0.44% | Q3 2020 | Q3 2023 | 13 |
IEQ CAPITAL, LLC | 11 | 2 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q4 2022 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.15% | 0.27% | Q3 2020 | Q3 2023 | 13 |
ICW Investment Advisors LLC | 12 | 1 | 0.09% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 13 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 13 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 13 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 12 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 13 |
Baldwin Investment Management, LLC | 13 | 13 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Blume Capital Management, Inc. | 11 | 2 | 0.05% | 0.06% | 0.09% | Q4 2014 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 13 |
CAPITAL INTERNATIONAL LTD /CA/ | 10 | 1 | 0.03% | 0.06% | 0.08% | Q2 2014 | Q2 2020 | 13 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.04% | 0.20% | Q4 2021 | Q3 2023 | 13 |
Fruth Investment Management | 12 | 1 | 0.08% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.20% | 0.25% | 0.30% | Q3 2020 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SEARLE & CO. | 10 | 3 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q3 2023 | 13 |
OAKBROOK INVESTMENTS LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2019 | 13 |
Aries Wealth Management | 6 | 3 | 0.09% | 0.11% | 0.15% | Q1 2019 | Q3 2023 | 13 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.30% | 1.28% | Q4 2015 | Q3 2022 | 13 |
Pettee Investors, Inc. | 12 | 1 | 0.11% | 0.13% | 0.14% | Q4 2019 | Q3 2023 | 13 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.09% | 0.56% | 1.22% | Q3 2015 | Q3 2023 | 13 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.08% | 0.33% | Q1 2017 | Q3 2023 | 13 |
Kovitz Investment Group Partners, LLC | 13 | 13 | 0.02% | 0.04% | 0.04% | Q1 2020 | Q1 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2018 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.02% | 0.14% | 0.71% | Q2 2013 | Q2 2016 | 13 |
Teza Capital Management LLC | 4 | 1 | 0.04% | 0.42% | 1.06% | Q1 2017 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Murphy, Middleton, Hinkle & Parker, Inc. | 13 | 13 | 0.19% | 0.23% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Stanley-Laman Group, Ltd. | 13 | 13 | 0.49% | 0.55% | 0.60% | Q2 2017 | Q2 2020 | 13 |
Segment Wealth Management, LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.11% | 0.20% | Q3 2020 | Q3 2023 | 13 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2022 | 13 |
Vigilare Wealth Management | 13 | 13 | 0.13% | 0.22% | 0.34% | Q4 2020 | Q4 2023 | 13 |
Essex Savings Bank | 13 | 13 | 0.13% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Ballentine Partners, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 13 |
Aufman Associates Inc | 12 | 1 | 0.19% | 0.23% | 0.28% | Q4 2019 | Q3 2023 | 13 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 13 | 13 | 0.53% | 0.66% | 0.79% | Q3 2020 | Q3 2023 | 13 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
RWC Asset Management LLP | 12 | 12 | 0.18% | 0.66% | 1.79% | Q4 2020 | Q3 2023 | 12 |
Paradiem, LLC | 12 | 12 | 1.32% | 1.56% | 1.89% | Q4 2020 | Q3 2023 | 12 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.01% | 0.40% | 2.09% | Q2 2013 | Q1 2022 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.06% | 0.08% | 0.13% | Q3 2013 | Q2 2016 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.05% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 12 |
AMERICAN CAPITAL MANAGEMENT INC | 10 | 2 | 0.09% | 0.24% | 0.41% | Q4 2015 | Q4 2018 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.34% | 0.55% | 0.83% | Q4 2020 | Q3 2023 | 12 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.01% | 0.06% | 0.16% | Q3 2014 | Q2 2019 | 12 |
HOERTKORN RICHARD CHARLES | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2016 | 12 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.01% | 0.23% | 0.67% | Q1 2016 | Q2 2020 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Calvert Investment Management, Inc. | 10 | 2 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q4 2016 | 12 |
Scott Investment Partners LLP | 12 | 12 | 1.71% | 2.93% | 4.08% | Q4 2020 | Q3 2023 | 12 |
Norway Savings Bank | 10 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 12 |
NICHOLAS COMPANY, INC. | 12 | 12 | 0.06% | 0.14% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Regent Peak Wealth Advisors LLC | 10 | 2 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Pasadena Private Wealth, LLC | 12 | 12 | 0.13% | 0.20% | 0.43% | Q1 2019 | Q4 2021 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.14% | 0.16% | 0.17% | Q2 2013 | Q1 2016 | 12 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q4 2022 | 12 |
WRAPMANAGER INC | 6 | 2 | 0.07% | 0.09% | 0.12% | Q4 2015 | Q4 2019 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.24% | 1.75% | 3.39% | Q4 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
SIGMA INVESTMENT COUNSELORS INC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 8 | 4 | 0.00% | 0.00% | 0.04% | Q2 2019 | Q1 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.89% | 1.09% | 1.27% | Q4 2020 | Q3 2023 | 12 |
Covenant Multifamily Offices, LLC | 6 | 1 | 0.01% | 0.24% | 1.00% | Q4 2017 | Q3 2021 | 12 |
Stockman Wealth Management, Inc. | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Terra Nova Asset Management LLC | 12 | 12 | 0.42% | 0.57% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Ally Financial Inc. | 4 | 1 | 0.14% | 0.36% | 0.76% | Q2 2013 | Q3 2020 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NCM Capital Advisers, Inc. | 12 | 12 | 0.48% | 0.63% | 1.02% | Q4 2013 | Q3 2016 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 12 |
Intersect Capital LLC | 3 | 2 | 0.04% | 0.09% | 0.18% | Q4 2014 | Q2 2022 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 0.30% | 0.48% | 0.58% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.15% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Banco de Sabadell, S.A | 12 | 12 | 0.06% | 0.31% | 0.49% | Q4 2017 | Q3 2020 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 12 |
PARNASSUS INVESTMENTS, LLC | 9 | 3 | 0.02% | 0.42% | 1.71% | Q2 2013 | Q1 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.25% | 0.68% | 0.91% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.09% | 0.13% | 0.32% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.07% | 0.10% | 0.24% | Q4 2016 | Q3 2019 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.44% | 0.58% | 0.68% | Q4 2020 | Q3 2023 | 12 |
RiverFront Investment Group, LLC | 12 | 12 | 0.43% | 0.49% | 0.53% | Q4 2015 | Q3 2018 | 12 |
Cutter & CO Brokerage, Inc. | 10 | 2 | 0.08% | 0.14% | 0.24% | Q1 2015 | Q1 2020 | 12 |
Private Ocean, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 5 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 12 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Homrich & Berg | 5 | 2 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q4 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.07% | 0.11% | 0.25% | Q4 2016 | Q3 2019 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.08% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q3 2015 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
BOSTON ADVISORS LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 12 | 12 | 0.05% | 2.06% | 4.64% | Q2 2020 | Q1 2023 | 12 |
Founders Capital Management | 7 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2023 | 12 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.70% | 0.77% | 0.89% | Q2 2013 | Q1 2016 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Icon Wealth Partners, LLC | 9 | 3 | 0.14% | 0.33% | 0.46% | Q2 2020 | Q3 2023 | 12 |
Geo Capital Gestora de Recursos Ltd | 12 | 12 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Arabesque Asset Management Ltd | 7 | 5 | 0.09% | 0.84% | 1.28% | Q4 2018 | Q4 2022 | 12 |
SCOUT INVESTMENTS, INC. | 12 | 12 | 0.22% | 0.43% | 0.94% | Q4 2017 | Q3 2020 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.42% | 0.64% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Carnick & Kubik, LLC | 12 | 12 | 0.23% | 0.48% | 0.71% | Q2 2013 | Q1 2016 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.09% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
M. Kraus & Co | 12 | 12 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 12 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.06% | 0.10% | 0.24% | Q4 2016 | Q3 2019 | 12 |
Ellis Investment Partners, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ST GERMAIN D J CO INC | 9 | 3 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q4 2023 | 12 |
CVA Family Office, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Garrett Wealth Advisory Group, LLC | 8 | 4 | 0.10% | 0.18% | 0.21% | Q1 2019 | Q1 2022 | 12 |
Advocacy Wealth Management Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2018 | 12 |
Bogart Wealth, LLC | 11 | 1 | 0.00% | 0.02% | 0.23% | Q4 2016 | Q3 2023 | 12 |
Quantbot Technologies LP | 2 | 1 | 0.04% | 0.33% | 1.32% | Q2 2014 | Q2 2023 | 12 |
AMERICAN NATIONAL BANK | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.27% | 0.37% | 0.51% | Q4 2020 | Q3 2023 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2018 | 12 |
Maryland State Retirement & Pension System | 7 | 4 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 11 |
TORRAY INVESTMENT PARTNERS LLC | 11 | 11 | 0.26% | 0.35% | 0.42% | Q1 2021 | Q3 2023 | 11 |
CARILLON TOWER ADVISERS, INC. | 11 | 11 | 0.05% | 0.11% | 0.22% | Q1 2018 | Q3 2020 | 11 |
TEXAS CAPITAL BANCSHARES INC/TX | 11 | 11 | 0.50% | 0.67% | 0.83% | Q2 2017 | Q4 2019 | 11 |
Aspen Investment Management Inc | 10 | 1 | 0.11% | 0.16% | 0.18% | Q2 2014 | Q3 2023 | 11 |
RDA Financial Network | 11 | 11 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
BMT Investment Advisors | 11 | 11 | 1.34% | 1.41% | 1.52% | Q3 2017 | Q1 2020 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Sunflower Bank, N.A. | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.14% | 0.20% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Commonwealth Financial Services, LLC | 10 | 1 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 11 |
Redwood Investments, LLC | 11 | 11 | 0.00% | 0.51% | 1.07% | Q4 2014 | Q2 2017 | 11 |
FIRST NIAGARA BANK | 11 | 11 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q4 2015 | 11 |
WCM INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2015 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.04% | 0.05% | 0.13% | Q2 2013 | Q4 2015 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 9 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2023 | 11 |
Kore Private Wealth LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q3 2021 | 11 |
Edgestream Partners, L.P. | 6 | 1 | 0.01% | 0.21% | 0.43% | Q4 2018 | Q2 2023 | 11 |
WILLIAMS JONES & ASSOCIATES LLC | 11 | 11 | 0.03% | 0.20% | 0.57% | Q4 2016 | Q2 2019 | 11 |
Hanson & Doremus Investment Management | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 11 |
Euclid Advisors LLC | 6 | 5 | 0.03% | 0.15% | 0.42% | Q3 2013 | Q2 2016 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 1.22% | 1.84% | 2.66% | Q2 2013 | Q4 2015 | 11 |
CLINTON GROUP INC | 3 | 1 | 0.05% | 0.26% | 0.58% | Q1 2014 | Q2 2018 | 11 |
THOMPSON DAVIS & CO., INC. | 11 | 11 | 0.03% | 0.16% | 0.60% | Q1 2015 | Q3 2017 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 1.15% | 1.40% | 1.63% | Q2 2020 | Q4 2022 | 11 |
MEMBERS CAPITAL ADVISORS INC | 11 | 11 | 1.01% | 1.36% | 1.90% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AIA Group Ltd | 10 | 1 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Marietta Wealth Management, LLC | 11 | 11 | 0.06% | 0.41% | 0.77% | Q3 2019 | Q1 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.13% | 0.16% | 0.18% | Q4 2018 | Q2 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.11% | 0.30% | Q1 2021 | Q3 2023 | 11 |
TECTONIC ADVISORS LLC | 11 | 11 | 0.06% | 0.22% | 0.37% | Q1 2021 | Q3 2023 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 1.80% | 2.22% | 2.74% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.06% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Karp Capital Management Corp | 10 | 1 | 0.01% | 0.74% | 1.42% | Q4 2014 | Q3 2022 | 11 |
FORA Capital, LLC | 6 | 1 | 0.05% | 0.21% | 0.64% | Q4 2019 | Q1 2023 | 11 |
SPINNAKER TRUST | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
GREENWOOD CAPITAL ASSOCIATES LLC | 10 | 1 | 0.07% | 0.08% | 0.10% | Q1 2014 | Q1 2017 | 11 |
Range Financial Group LLC | 11 | 11 | 0.40% | 0.54% | 0.65% | Q1 2021 | Q3 2023 | 11 |
Decatur Capital Management, Inc. | 7 | 1 | 0.99% | 1.42% | 2.03% | Q2 2013 | Q4 2020 | 11 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 10 | 1 | 0.03% | 0.06% | 0.14% | Q3 2014 | Q4 2017 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 0.41% | 0.45% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Integrated Wealth Concepts LLC | 6 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Natixis Investment Managers International | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q1 2022 | 11 |
ASPIRIANT HOLDINGS S3, LLC | 11 | 11 | 0.35% | 0.39% | 0.45% | Q2 2013 | Q4 2015 | 11 |
AlphaStar Capital Management, LLC | 4 | 2 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q4 2022 | 11 |
Diversified Trust Co | 4 | 2 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2023 | 11 |
Omnia Family Wealth, LLC | 11 | 11 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q2 2019 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
CNB Bank | 10 | 1 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.27% | 0.32% | 0.40% | Q1 2014 | Q1 2017 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 11 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 11 |
BANK OF HAWAII | 11 | 11 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q1 2020 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Lido Advisors, LLC | 9 | 2 | 0.00% | 0.03% | 0.12% | Q1 2016 | Q3 2023 | 11 |
NorthCoast Asset Management LLC | 11 | 11 | 0.27% | 0.36% | 0.49% | Q1 2019 | Q3 2021 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.21% | 0.37% | Q4 2020 | Q2 2023 | 11 |
Cadence Bank | 5 | 3 | 0.02% | 0.27% | 0.75% | Q2 2018 | Q3 2023 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Dynamic Capital Management Ltd | 6 | 1 | 0.10% | 0.34% | 1.73% | Q2 2013 | Q1 2018 | 11 |
Financial Advocates Investment Management | 7 | 4 | 0.02% | 0.13% | 0.91% | Q1 2019 | Q3 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Pekin Hardy Strauss, Inc. | 4 | 1 | 0.02% | 0.05% | 0.10% | Q1 2013 | Q3 2020 | 11 |
Altshuler Shaham Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 11 |
RPG Investment Advisory, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 11 |
Cubic Asset Management, LLC | 10 | 1 | 0.05% | 0.09% | 0.40% | Q2 2013 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.17% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 11 |
TIAA, FSB | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 11 |
Neo Ivy Capital Management | 5 | 1 | 0.14% | 0.39% | 0.70% | Q4 2018 | Q3 2023 | 11 |
Clark Capital Management Group, Inc. | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 11 |
Legacy Advisors, LLC | 9 | 1 | 0.01% | 0.17% | 0.30% | Q1 2018 | Q3 2023 | 11 |
DC Investments Management, LLC | 11 | 11 | 0.12% | 0.33% | 0.47% | Q4 2017 | Q2 2020 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.12% | 0.22% | 0.26% | Q2 2020 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.26% | 0.61% | 0.93% | Q4 2019 | Q2 2022 | 11 |
Waverly Advisors, LLC | 9 | 1 | 0.01% | 0.08% | 0.23% | Q3 2013 | Q3 2023 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q4 2015 | 11 |
Ziegler Capital Management, LLC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 0.21% | 0.23% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.08% | 0.22% | Q4 2013 | Q3 2021 | 10 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.13% | 0.36% | 0.90% | Q4 2014 | Q4 2019 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.20% | 0.33% | 0.51% | Q2 2016 | Q3 2018 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Provident Investment Management, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.06% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
SNS Financial Group, LLC | 8 | 2 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 10 |
Jump Financial, LLC | 8 | 2 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 10 |
B. Riley Wealth Management, Inc. | 6 | 4 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q2 2022 | 10 |
KLINGENSTEIN FIELDS & CO LP | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bard Financial Services, Inc. | 10 | 10 | 0.02% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Capital Advisors Wealth Management, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
MinichMacGregor Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Princeton Global Asset Management LLC | 7 | 3 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Krane Funds Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Advisor OS, LLC | 10 | 10 | 0.04% | 0.23% | 0.42% | Q2 2021 | Q3 2023 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 4 | 0.00% | 0.08% | 0.22% | Q3 2020 | Q3 2023 | 10 |
Qtron Investments LLC | 10 | 10 | 0.07% | 0.16% | 0.23% | Q2 2021 | Q3 2023 | 10 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.03% | 0.59% | 1.18% | Q4 2019 | Q4 2021 | 10 |
Jolley Asset Management, LLC | 10 | 10 | 0.06% | 0.08% | 0.09% | Q1 2016 | Q2 2018 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.05% | 0.20% | Q2 2018 | Q3 2023 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 6 | 1 | 0.10% | 0.44% | 0.62% | Q2 2020 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 4 | 3 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 10 |
Keebeck Wealth Management, LLC | 10 | 10 | 0.22% | 0.30% | 0.39% | Q4 2019 | Q1 2022 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Strategic Global Advisors, LLC | 10 | 10 | 0.24% | 0.40% | 0.63% | Q4 2020 | Q1 2023 | 10 |
SHAYNE & JACOBS, LLC | 10 | 10 | 0.08% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Versor Investments LP | 9 | 1 | 0.01% | 0.13% | 0.33% | Q3 2018 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.16% | 0.19% | 0.22% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.50% | 0.65% | 0.76% | Q2 2013 | Q3 2015 | 10 |
Pearl River Capital, LLC | 6 | 1 | 0.09% | 0.38% | 0.67% | Q1 2019 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q2 2023 | 10 |
Sloy Dahl & Holst, LLC | 7 | 1 | 0.04% | 0.10% | 0.27% | Q4 2019 | Q3 2023 | 10 |
TIEMANN INVESTMENT ADVISORS, LLC | 7 | 3 | 0.10% | 0.13% | 0.16% | Q1 2019 | Q1 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2015 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.03% | 0.15% | 0.35% | Q3 2016 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
COUNTRY TRUST BANK | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 10 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.06% | 0.18% | Q2 2019 | Q2 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 7 | 1 | 0.08% | 0.16% | 0.23% | Q3 2017 | Q3 2023 | 10 |
WD RUTHERFORD LLC | 10 | 10 | 0.15% | 0.18% | 0.23% | Q4 2020 | Q1 2023 | 10 |
Graypoint LLC | 7 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.15% | 0.40% | 0.59% | Q2 2021 | Q3 2023 | 10 |
AMARILLO NATIONAL BANK | 10 | 10 | 0.29% | 0.44% | 0.55% | Q2 2013 | Q3 2015 | 10 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.08% | 0.18% | Q2 2015 | Q1 2023 | 10 |
Cambria Investment Management, L.P. | 10 | 10 | 0.65% | 0.76% | 1.10% | Q2 2017 | Q3 2019 | 10 |
Cumberland Partners Ltd | 10 | 10 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2020 | 10 |
CrestPoint Capital Management, LLC | 7 | 3 | 0.11% | 0.28% | 0.41% | Q4 2013 | Q2 2016 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
FLOOD GAMBLE ASSOCIATES INC | 10 | 10 | 1.97% | 2.28% | 2.70% | Q2 2013 | Q3 2015 | 10 |
Eudaimonia Partners, LLC | 6 | 4 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q4 2022 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Argent Trust Co | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Venture Visionary Partners LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 10 |
MOSELEY INVESTMENT MANAGEMENT INC | 10 | 10 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Willingdon Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ALPHASIMPLEX GROUP, LLC | 7 | 2 | 0.28% | 0.77% | 2.47% | Q2 2020 | Q3 2022 | 9 |
Virtus Investment Advisers, Inc. | 6 | 3 | 0.04% | 0.08% | 0.16% | Q3 2016 | Q1 2023 | 9 |
CPWM, LLC | 8 | 1 | 0.05% | 0.07% | 0.10% | Q3 2015 | Q4 2017 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.15% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 9 |
GABLES CAPITAL MANAGEMENT INC. | 7 | 2 | 0.02% | 0.07% | 0.10% | Q2 2018 | Q1 2021 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.34% | 0.38% | 0.41% | Q3 2021 | Q3 2023 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.31% | 0.38% | 0.55% | Q3 2017 | Q3 2019 | 9 |
NOTTINGHAM ADVISORS, INC. | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
SUSQUEHANNA TRUST & INVESTMENT CO | 9 | 9 | 1.19% | 1.69% | 2.40% | Q2 2013 | Q2 2015 | 9 |
AGF INVESTMENTS INC. | 4 | 1 | 0.00% | 0.23% | 0.40% | Q2 2016 | Q4 2021 | 9 |
HARTLINE INVESTMENT CORP/ | 9 | 9 | 0.15% | 0.19% | 0.21% | Q2 2013 | Q2 2015 | 9 |
Secrest Blakey & Associates, LLC | 9 | 9 | 0.18% | 0.26% | 0.53% | Q4 2017 | Q4 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.12% | 0.22% | 0.31% | Q2 2013 | Q2 2015 | 9 |
Caprock Group, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Ardevora Asset Management LLP | 6 | 3 | 0.80% | 1.04% | 1.52% | Q3 2016 | Q3 2023 | 9 |
RITHOLTZ WEALTH MANAGEMENT | 9 | 9 | 0.02% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Campbell & CO Investment Adviser LLC | 3 | 2 | 0.07% | 0.20% | 0.46% | Q1 2018 | Q3 2023 | 9 |
Gerstein Fisher | 9 | 9 | 0.07% | 0.08% | 0.08% | Q3 2014 | Q3 2016 | 9 |
FCF Advisors LLC | 9 | 9 | 0.33% | 0.45% | 0.58% | Q4 2021 | Q4 2023 | 9 |
SignalPoint Asset Management, LLC | 8 | 1 | 0.06% | 0.08% | 0.08% | Q1 2021 | Q3 2023 | 9 |
Roof Eidam Maycock Peralta, LLC | 9 | 9 | 0.39% | 0.47% | 0.51% | Q2 2018 | Q2 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.24% | 0.31% | 0.39% | Q3 2021 | Q3 2023 | 9 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8 | 1 | 2.02% | 2.35% | 3.24% | Q4 2020 | Q1 2023 | 9 |
Absolute Return Capital, LLC | 9 | 9 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q2 2015 | 9 |
Allen Capital Group, LLC | 9 | 9 | 0.07% | 0.19% | 0.29% | Q4 2017 | Q4 2019 | 9 |
Delta Accumulation, LLC | 3 | 2 | 0.38% | 1.28% | 2.07% | Q4 2021 | Q3 2023 | 9 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 9 |
Maple Capital Management, Inc. | 7 | 2 | 0.05% | 0.72% | 1.55% | Q1 2017 | Q2 2019 | 9 |
Vantage Consulting Group Inc | 8 | 1 | 0.01% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
CAHABA WEALTH MANAGEMENT, INC. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Truvvo Partners LLC | 9 | 9 | 0.38% | 0.45% | 0.57% | Q4 2015 | Q4 2017 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.53% | 0.64% | 0.83% | Q4 2020 | Q1 2023 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 9 |
TCG Advisory Services, LLC | 6 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Darwin Wealth Management, LLC | 8 | 1 | 0.01% | 0.15% | 0.32% | Q1 2020 | Q3 2023 | 9 |
Strategic Family Wealth Counselors, L.L.C. | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Foresight Wealth Management, LLC | 5 | 4 | 0.07% | 0.12% | 0.20% | Q1 2019 | Q2 2021 | 9 |
Vivaldi Capital Management LP | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
MUFG Securities EMEA plc | 5 | 1 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 9 |
FORVIS Wealth Advisors, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 3 | 2 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q4 2019 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.04% | 0.08% | 0.27% | Q1 2020 | Q1 2022 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.38% | 0.46% | 0.53% | Q1 2021 | Q1 2023 | 9 |
Accel Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
FIDUCIARY TRUST INTERNATIONAL LLC | 7 | 1 | 0.01% | 0.07% | 0.08% | Q2 2013 | Q4 2018 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Bredin Investment LLC | 9 | 9 | 0.32% | 0.38% | 0.45% | Q4 2017 | Q4 2019 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 3 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 9 |
Soltis Investment Advisors LLC | 4 | 1 | 0.03% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 9 |
CADENCE BANK NA | 8 | 1 | 0.08% | 0.22% | 1.27% | Q4 2019 | Q3 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.17% | 0.29% | 0.47% | Q2 2013 | Q2 2015 | 9 |
Concord Wealth Partners | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Cornerstone Capital, Inc. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Cornerstone Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 9 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 9 |
SMITH, MOORE & CO. | 9 | 9 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q2 2019 | 9 |
Mount Lucas Management LP | 5 | 4 | 0.32% | 0.40% | 0.51% | Q3 2016 | Q1 2020 | 9 |
Close Asset Management Ltd | 6 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 9 |
Savant Capital, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.14% | 0.31% | Q3 2018 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q4 2016 | 9 |
Avitas Wealth Management LLC | 9 | 9 | 0.17% | 0.26% | 0.35% | Q2 2018 | Q2 2020 | 9 |
Nikko Asset Management Americas, Inc. | 8 | 1 | 0.02% | 0.08% | 0.15% | Q3 2015 | Q4 2017 | 9 |
NATIONAL PLANNING CORP | 7 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 9 |
Lavaca Capital LLC | 7 | 7 | 0.10% | 0.19% | 0.28% | Q1 2022 | Q3 2023 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.13% | 0.17% | 0.22% | Q2 2013 | Q1 2015 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FIRST QUADRANT LLC/CA | 7 | 1 | 0.07% | 0.09% | 0.13% | Q3 2018 | Q4 2021 | 8 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.01% | 0.06% | 0.11% | Q4 2013 | Q4 2019 | 8 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ANALYTIC INVESTORS, LLC | 4 | 1 | 0.01% | 0.15% | 0.36% | Q3 2013 | Q2 2016 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 8 |
SAWGRASS ASSET MANAGEMENT LLC | 8 | 8 | 1.48% | 1.87% | 2.05% | Q2 2018 | Q1 2020 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.07% | 0.13% | Q1 2017 | Q4 2018 | 8 |
WEST BANCORPORATION INC | 7 | 1 | 0.02% | 0.23% | 0.30% | Q4 2019 | Q3 2023 | 8 |
TBP ADVISORS LTD | 8 | 8 | 0.30% | 0.37% | 0.44% | Q2 2013 | Q1 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 8 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 7 | 1 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q2 2017 | 8 |
REGENTATLANTIC CAPITAL LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2022 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.03% | 0.03% | 0.06% | Q1 2014 | Q4 2015 | 8 |
Graham Capital Management, L.P. | 8 | 8 | 0.02% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Exchange Capital Management, Inc. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 8 |
SII INVESTMENTS INC/WI | 6 | 2 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q4 2017 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Geller Advisors LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.08% | 0.48% | 0.66% | Q2 2019 | Q1 2021 | 8 |
Brown Advisory Securities, LLC | 8 | 8 | 0.04% | 0.10% | 0.26% | Q3 2020 | Q2 2022 | 8 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.08% | 0.42% | 0.91% | Q2 2014 | Q2 2023 | 8 |
Altavista Wealth Management, Inc. | 7 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 8 |
Sterneck Capital Management, LLC | 8 | 8 | 0.47% | 0.57% | 0.86% | Q2 2013 | Q1 2015 | 8 |
INTACT INVESTMENT MANAGEMENT INC. | 5 | 1 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q1 2023 | 8 |
Convergence Investment Partners, LLC | 6 | 1 | 0.01% | 0.39% | 0.74% | Q1 2015 | Q4 2021 | 8 |
WESPAC Advisors, LLC | 8 | 8 | 0.42% | 0.55% | 0.70% | Q3 2013 | Q2 2015 | 8 |
IFC Holdings Incorporated/FL | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2017 | 8 |
SRB CORP | 3 | 2 | 0.02% | 0.56% | 2.20% | Q2 2013 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q3 2016 | 8 |
Uniplan Investment Counsel, Inc. | 8 | 8 | 0.57% | 0.65% | 0.77% | Q2 2015 | Q1 2017 | 8 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q1 2023 | 8 |
Hilton Capital Management, LLC | 6 | 1 | 0.02% | 0.13% | 0.62% | Q1 2017 | Q3 2023 | 8 |
Visionary Asset Management, Inc. | 6 | 1 | 0.06% | 0.62% | 1.03% | Q3 2013 | Q4 2017 | 8 |
Invictus RG Pte. Ltd. | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q3 2015 | 8 |
Ranger International Management, LP | 8 | 8 | 0.03% | 2.51% | 3.79% | Q3 2015 | Q2 2017 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
West Family Investments, Inc. | 8 | 8 | 0.07% | 0.12% | 0.15% | Q2 2021 | Q1 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.03% | 0.21% | Q3 2016 | Q3 2023 | 8 |
RPg Family Wealth Advisory, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Pure Financial Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
FAS Wealth Partners, Inc. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Hamilton Point Investment Advisors, LLC | 8 | 8 | 0.93% | 0.99% | 1.06% | Q4 2021 | Q3 2023 | 8 |
Kopernik Global Investors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Amica Retiree Medical Trust | 8 | 8 | 0.08% | 0.10% | 0.11% | Q1 2018 | Q4 2019 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.16% | 0.41% | 0.78% | Q4 2014 | Q4 2017 | 8 |
Trust Asset Management LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Integrated Wealth Management | 8 | 8 | 0.05% | 0.11% | 0.18% | Q1 2015 | Q4 2016 | 8 |
Harfst & Associates, Inc. | 8 | 8 | 0.07% | 0.43% | 0.93% | Q2 2015 | Q1 2017 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 5 | 3 | 0.01% | 0.08% | 0.13% | Q4 2015 | Q1 2022 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Almanack Investment Partners, LLC. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
First Command Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
First Command Financial Services, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
New Capital Management LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Summit Trail Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2022 | 8 |
Johnson Financial Group, LLC | 6 | 2 | 0.04% | 0.22% | 0.31% | Q4 2016 | Q1 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 2 | 1 | 0.06% | 0.16% | 0.37% | Q4 2018 | Q3 2022 | 8 |
Wagner Wealth Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2022 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 1.04% | 1.53% | 1.88% | Q4 2017 | Q3 2019 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
DUALITY ADVISERS, LP | 3 | 1 | 0.04% | 0.15% | 0.39% | Q2 2019 | Q3 2023 | 8 |
Mount Yale Investment Advisors, LLC | 7 | 1 | 0.05% | 0.06% | 0.09% | Q3 2018 | Q1 2022 | 8 |
Unigestion Holding SA | 6 | 2 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 8 |
Cox Capital Mgt LLC | 8 | 8 | 1.21% | 1.28% | 1.38% | Q2 2018 | Q1 2020 | 8 |
Cooper Financial Group | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Wilkinson Global Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Miramar Capital, LLC | 6 | 2 | 0.97% | 1.70% | 2.24% | Q4 2019 | Q3 2023 | 8 |
Quilter Plc | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2021 | 8 |
Zhang Financial LLC | 8 | 8 | 0.03% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Detalus Advisors, LLC | 7 | 1 | 0.14% | 0.16% | 0.23% | Q4 2019 | Q4 2021 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Investors Financial Group, LLC | 7 | 1 | 0.13% | 0.15% | 0.18% | Q4 2019 | Q4 2021 | 8 |
TI-TRUST, INC | 8 | 8 | 0.32% | 0.36% | 0.39% | Q4 2021 | Q3 2023 | 8 |
HOHIMER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.16% | 0.38% | 0.57% | Q1 2020 | Q4 2021 | 8 |
Goodwin Investment Advisory | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Intrua Financial, LLC | 7 | 1 | 0.05% | 0.18% | 0.27% | Q2 2020 | Q4 2022 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Jackson Creek Investment Advisors LLC | 8 | 8 | 0.10% | 0.18% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.40% | 0.57% | 0.69% | Q4 2021 | Q3 2023 | 8 |
MTM Investment Management, LLC | 8 | 8 | 0.12% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Axiom Financial Strategies, LLC | 7 | 1 | 0.11% | 0.12% | 0.14% | Q2 2020 | Q3 2022 | 8 |
Accretive Wealth Partners, LLC | 8 | 8 | 0.16% | 0.18% | 0.20% | Q4 2020 | Q3 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.18% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.06% | 0.09% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Bank of New Hampshire | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.45% | 0.52% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.83% | 1.04% | 1.13% | Q4 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.28% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.50% | 0.57% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.10% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.68% | 0.78% | 0.93% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.37% | 0.49% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.50% | 0.61% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.07% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
GHE, LLC | 8 | 8 | 1.56% | 1.99% | 2.44% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.19% | 0.32% | 0.49% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.56% | 0.70% | 0.87% | Q4 2021 | Q3 2023 | 8 |
William Allan Corp | 8 | 8 | 2.48% | 2.72% | 2.94% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.23% | 0.88% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.12% | 0.23% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.37% | 0.49% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.58% | 0.68% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.06% | 0.24% | Q4 2022 | Q2 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 1.48% | 1.68% | 1.93% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
WINTRUST INVESTMENTS LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q1 2015 | 8 |
AMICA MUTUAL INSURANCE CO | 8 | 8 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q4 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.08% | 0.34% | Q4 2021 | Q3 2023 | 8 |
PEOPLES BANK /OH | 8 | 8 | 0.11% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Ameritas Investment Company, LLC | 5 | 3 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q3 2021 | 8 |
DENVER INVESTMENT ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
PEDDOCK CAPITAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
Bellevue Group AG | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
PrairieView Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Holloway Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
OPSEU Pension Plan Trust Fund | 6 | 1 | 0.11% | 0.24% | 0.44% | Q1 2020 | Q3 2022 | 7 |
Taylor Frigon Capital Management LLC | 7 | 7 | 0.70% | 0.81% | 0.90% | Q4 2014 | Q2 2016 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2019 | 7 |
WestEnd Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
GAM SYSTEMATIC LLP | 4 | 3 | 0.02% | 0.08% | 0.13% | Q4 2014 | Q3 2016 | 7 |
Integrated Investment Consultants, LLC | 6 | 1 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q1 2018 | 7 |
Indiana Trust & Investment Management CO | 4 | 1 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.65% | 0.79% | 0.89% | Q2 2013 | Q4 2014 | 7 |
Wahed Invest LLC | 7 | 7 | 0.18% | 0.25% | 0.30% | Q4 2021 | Q2 2023 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Kiwi Wealth Investments Limited Partnership | 4 | 3 | 0.06% | 0.17% | 0.28% | Q3 2020 | Q3 2022 | 7 |
C M BIDWELL & ASSOCIATES LTD | 5 | 2 | 0.19% | 0.26% | 0.37% | Q4 2017 | Q1 2023 | 7 |
SG3 Management, LLC | 4 | 1 | 0.02% | 0.33% | 0.94% | Q1 2019 | Q2 2021 | 7 |
Borer Denton & Associates, Inc. | 7 | 7 | 1.24% | 1.44% | 1.65% | Q1 2022 | Q3 2023 | 7 |
Goodman Advisory Group, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Whitnell & Co. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Van Hulzen Asset Management, LLC | 3 | 1 | 0.08% | 0.41% | 0.92% | Q1 2015 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q4 2022 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.00% | 0.38% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Polaris Wealth Advisory Group, LLC | 5 | 2 | 0.05% | 0.42% | 1.38% | Q3 2020 | Q1 2023 | 7 |
Mendel Money Management | 7 | 7 | 0.18% | 0.20% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
US Asset Management LLC | 4 | 3 | 1.03% | 1.13% | 1.23% | Q3 2021 | Q2 2023 | 7 |
Machina Capital S.A.S. | 4 | 1 | 0.22% | 0.71% | 1.61% | Q4 2018 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.05% | 0.19% | 0.31% | Q2 2018 | Q4 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2014 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Elite Wealth Management, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2014 | 7 |
Badgley Phelps Wealth Managers, LLC | 5 | 2 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Laurel Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Brand Asset Management Group, Inc. | 7 | 7 | 0.01% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Kohmann Bosshard Financial Services, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Psagot Value Holdings Ltd. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 7 |
Insight Wealth Strategies, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q1 2021 | 7 |
Freedom Day Solutions, LLC | 7 | 7 | 1.39% | 1.47% | 1.58% | Q4 2017 | Q2 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Barnett & Company, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2020 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q1 2020 | 7 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q1 2018 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.16% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
LOCKERMAN FINANCIAL GROUP, INC. | 5 | 2 | 0.66% | 0.71% | 0.79% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.16% | 0.20% | 0.25% | Q4 2021 | Q2 2023 | 7 |
Parametrica Management Ltd | 3 | 1 | 0.10% | 0.31% | 0.52% | Q2 2016 | Q2 2022 | 7 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.04% | 0.19% | 0.82% | Q1 2016 | Q4 2019 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Meiji Yasuda Life Insurance Co | 3 | 1 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q1 2019 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q2 2019 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
LINCOLN CAPITAL CORP | 7 | 7 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q4 2022 | 7 |
Partnervest Advisory Services LLC | 5 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2020 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.34% | 0.40% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
TCF National Bank | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q1 2021 | 7 |
Ridgewood Investments LLC | 7 | 7 | 0.20% | 0.29% | 0.34% | Q3 2017 | Q1 2019 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.05% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.09% | 0.15% | Q4 2021 | Q2 2023 | 7 |
Matrix Trust Co | 7 | 7 | 0.09% | 0.30% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 7 | 7 | 0.06% | 0.32% | 0.44% | Q1 2020 | Q3 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 2.71% | 3.01% | 3.28% | Q1 2022 | Q3 2023 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 7 |
QUANTUM CAPITAL MANAGEMENT | 5 | 2 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Newman Dignan & Sheerar, Inc. | 7 | 7 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q1 2023 | 7 |
State of Wyoming | 6 | 1 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 7 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q1 2023 | 7 |
Sterling Investment Counsel, LLC | 5 | 2 | 0.15% | 0.27% | 0.52% | Q4 2021 | Q3 2023 | 7 |
Kidder Stephen W | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
PDT Partners, LLC | 3 | 2 | 0.04% | 0.22% | 0.58% | Q1 2014 | Q4 2022 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.01% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.15% | 0.33% | 0.75% | Q4 2014 | Q2 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.39% | 0.61% | 0.69% | Q4 2021 | Q2 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.80% | 0.90% | 1.02% | Q2 2022 | Q4 2023 | 7 |
Holocene Advisors, LP | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
ADVOCATE GROUP LLC | 6 | 6 | 0.27% | 0.33% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.01% | 0.33% | 0.72% | Q2 2016 | Q4 2022 | 6 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 6 | 0.06% | 0.28% | 0.82% | Q2 2020 | Q3 2021 | 6 |
Madden Advisory Services, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 6 |
Oribel Capital Management, LP | 2 | 1 | 0.30% | 1.03% | 3.19% | Q1 2017 | Q3 2020 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.23% | 0.31% | 0.40% | Q4 2019 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 6 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.45% | 1.66% | 3.13% | Q1 2015 | Q4 2021 | 6 |
Emerald Advisors, LLC | 5 | 1 | 0.06% | 0.10% | 0.27% | Q4 2019 | Q3 2023 | 6 |
Knowledge Leaders Capital, LLC | 6 | 6 | 0.58% | 0.92% | 1.87% | Q4 2021 | Q1 2023 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
CAMDEN NATIONAL BANK | 6 | 6 | 1.73% | 1.97% | 2.13% | Q4 2018 | Q1 2020 | 6 |
55I, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2022 | 6 |
Flaharty Asset Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Pegasus Partners Ltd. | 6 | 6 | 0.04% | 0.11% | 0.16% | Q1 2020 | Q2 2021 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 2 | 0.07% | 0.16% | 0.21% | Q3 2021 | Q3 2023 | 6 |
Berkeley Capital Partners, LLC | 6 | 6 | 0.18% | 0.20% | 0.20% | Q4 2018 | Q1 2020 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
THOMASPARTNERS, INC. | 6 | 6 | 0.01% | 0.80% | 1.67% | Q2 2013 | Q3 2014 | 6 |
ALGERT GLOBAL LLC | 5 | 1 | 0.01% | 0.11% | 0.48% | Q2 2020 | Q3 2023 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Security National Bank | 6 | 6 | 0.19% | 0.22% | 0.29% | Q1 2017 | Q2 2018 | 6 |
SWS Partners | 5 | 1 | 0.01% | 1.11% | 1.66% | Q4 2017 | Q1 2022 | 6 |
REYNOLDS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.15% | 0.21% | 0.36% | Q2 2013 | Q4 2015 | 6 |
FMA ADVISORY INC | 4 | 1 | 0.00% | 0.16% | 0.22% | Q2 2013 | Q2 2015 | 6 |
Douglas C. Lane & Associates, Inc. | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2015 | 6 |
Aurora Investment Counsel | 4 | 2 | 0.90% | 1.02% | 1.18% | Q1 2014 | Q1 2019 | 6 |
Manning & Napier Group, LLC | 6 | 6 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q1 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Castleview Partners, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
WALL STREET ASSOCIATES | 4 | 2 | 0.03% | 0.07% | 0.10% | Q1 2015 | Q3 2016 | 6 |
Stellar Capital Management, LLC | 6 | 6 | 1.84% | 1.99% | 2.17% | Q4 2013 | Q1 2015 | 6 |
Benin Management CORP | 6 | 6 | 0.16% | 0.21% | 0.23% | Q3 2018 | Q4 2019 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.36% | 0.47% | 0.64% | Q3 2020 | Q4 2021 | 6 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
BECKER CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 6 |
Enlightenment Research, LLC | 2 | 1 | 0.11% | 0.38% | 0.65% | Q4 2018 | Q3 2022 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q1 2023 | 6 |
Round Table Services, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Atlas Brown,Inc. | 6 | 6 | 0.04% | 0.14% | 0.20% | Q1 2018 | Q2 2019 | 6 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2019 | 6 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Hudson Bay Capital Management LP | 4 | 1 | 0.02% | 0.10% | 0.41% | Q4 2016 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.24% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.04% | 0.23% | 0.39% | Q2 2018 | Q3 2020 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Boulegeris Investments, Inc. | 6 | 6 | 0.17% | 0.24% | 0.28% | Q1 2017 | Q2 2018 | 6 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 6 |
Strategic Financial Services, Inc, | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
FIRST AMERICAN TRUST, FSB | 4 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q4 2019 | 6 |
Family Firm, Inc. | 6 | 6 | 0.15% | 0.17% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
CG Asset Management LLC | 6 | 6 | 0.09% | 0.40% | 0.61% | Q3 2014 | Q4 2015 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.26% | 0.28% | 0.29% | Q4 2013 | Q1 2015 | 6 |
St. James Investment Company, LLC | 4 | 2 | 0.02% | 1.42% | 4.68% | Q2 2013 | Q4 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 1.35% | 1.52% | 1.78% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.18% | 0.20% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Verity Asset Management, Inc. | 2 | 1 | 0.12% | 0.23% | 0.28% | Q4 2015 | Q3 2022 | 6 |
HBK INVESTMENTS L P | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2017 | 6 |
Richwood Investment Advisors, LLC | 6 | 6 | 0.16% | 0.28% | 0.32% | Q4 2021 | Q1 2023 | 6 |
Geneva Partners, LLC | 6 | 6 | 0.49% | 0.61% | 0.94% | Q4 2018 | Q1 2020 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q4 2023 | 6 |
Prana Capital Management, LP | 4 | 1 | 0.31% | 1.01% | 2.31% | Q2 2019 | Q3 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q4 2015 | Q1 2017 | 6 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
TOEWS CORP /ADV | 2 | 1 | 0.06% | 0.36% | 0.70% | Q2 2016 | Q2 2022 | 6 |
ELEFANTE MICHAEL B | 6 | 6 | 0.10% | 0.13% | 0.26% | Q3 2013 | Q4 2014 | 6 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.04% | 0.11% | Q3 2019 | Q1 2022 | 6 |
SVA Wealth Management, LLC | 6 | 6 | 0.19% | 0.33% | 0.45% | Q4 2013 | Q1 2015 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Virtus ETF Advisers LLC | 5 | 1 | 0.00% | 0.31% | 0.47% | Q3 2018 | Q2 2023 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
MOTIVE WEALTH ADVISORS | 6 | 6 | 0.19% | 0.37% | 0.56% | Q2 2021 | Q3 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.23% | 0.46% | Q3 2021 | Q3 2023 | 6 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
MIZUHO SECURITIES USA LLC | 3 | 3 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q1 2015 | 6 |
Jump Trading, LLC | 3 | 1 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 6 | 0.03% | 0.40% | 0.54% | Q3 2019 | Q4 2020 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Colonial River Wealth Management, LLC | 6 | 6 | 0.23% | 0.30% | 0.40% | Q4 2021 | Q1 2023 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.09% | 0.20% | Q4 2019 | Q1 2021 | 6 |
PGIM Custom Harvest LLC | 4 | 2 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Olympiad Research LP | 3 | 1 | 0.12% | 0.24% | 0.32% | Q4 2019 | Q3 2023 | 6 |
Cassia Capital Partners, LLC | 6 | 6 | 0.21% | 0.24% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Insight Advisors, LLC/ PA | 6 | 6 | 0.07% | 0.15% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Allegheny Financial Group LTD | 5 | 1 | 0.09% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 6 |
BANQUE PICTET & CIE SA | 4 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Kathmere Capital Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 6 |
Guidant Wealth Advisors | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 5 |
Allred Capital Management, LLC | 2 | 1 | 0.05% | 0.10% | 0.12% | Q4 2019 | Q4 2022 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.00% | 0.32% | 1.49% | Q4 2020 | Q4 2021 | 5 |
Edgemoor Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Paragon Private Wealth Management, LLC | 5 | 5 | 0.33% | 0.50% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Titus Wealth Management | 4 | 1 | 0.12% | 0.15% | 0.28% | Q4 2017 | Q2 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Elmwood Wealth Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q2 2015 | Q2 2016 | 5 |
Mayflower Financial Advisors, LLC | 3 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q4 2021 | 5 |
TOBAM | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Continuum Advisory, LLC | 4 | 1 | 0.05% | 0.10% | 0.16% | Q4 2017 | Q1 2022 | 5 |
FOSTER & MOTLEY INC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.04% | 0.15% | 0.49% | Q1 2015 | Q1 2021 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.09% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 5 |
BERKSHIRE CAPITAL HOLDINGS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Beacon Financial Advisory LLC | 5 | 5 | 0.32% | 0.37% | 0.40% | Q3 2020 | Q3 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Beaird Harris Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Jackson, Grant Investment Advisers, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 4 | 1 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 5 |
Capital Wealth Planning, LLC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q2 2019 | Q1 2022 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.84% | 0.92% | 0.98% | Q4 2021 | Q4 2022 | 5 |
Frontier Wealth Management LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q4 2014 | Q4 2015 | 5 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.10% | 0.17% | 0.23% | Q4 2021 | Q4 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q2 2014 | 5 |
Circle Wealth Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2016 | Q4 2017 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.29% | 0.32% | 0.34% | Q2 2013 | Q2 2014 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.05% | 0.22% | 0.43% | Q3 2021 | Q1 2023 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q4 2020 | 5 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 5 | 5 | 0.19% | 0.20% | 0.21% | Q1 2012 | Q1 2013 | 5 |
NorthLanding Financial Partners, LLC | 5 | 5 | 0.36% | 0.42% | 0.48% | Q3 2022 | Q3 2023 | 5 |
LFL Advisers, LLC | 5 | 5 | 4.73% | 5.03% | 5.64% | Q4 2016 | Q4 2017 | 5 |
Global Trust Asset Management, LLC | 3 | 2 | 0.01% | 0.18% | 0.48% | Q4 2017 | Q2 2019 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.44% | 0.49% | 0.54% | Q2 2013 | Q2 2014 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DB Fitzpatrick & Co, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Renasant Bank | 5 | 5 | 0.24% | 0.29% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Destiny Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.28% | 0.62% | Q3 2021 | Q3 2023 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
AXS Investments LLC | 3 | 2 | 0.30% | 0.34% | 0.38% | Q2 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Invictus RG | 5 | 5 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q4 2016 | 5 |
Menard Financial Group LLC | 5 | 5 | 0.25% | 0.30% | 0.36% | Q2 2021 | Q2 2022 | 5 |
Cornerstone Advisors, LLC | 4 | 1 | 0.06% | 0.16% | 0.22% | Q4 2019 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2021 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.08% | 0.11% | 0.18% | Q2 2018 | Q2 2019 | 5 |
Welch Investments, LLC | 5 | 5 | 3.14% | 3.31% | 3.52% | Q4 2016 | Q4 2017 | 5 |
Latitude Advisors, LLC | 5 | 5 | 0.08% | 0.18% | 0.24% | Q1 2021 | Q1 2022 | 5 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 5 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 5 |
BANK OF THE WEST | 4 | 1 | 0.02% | 0.11% | 0.13% | Q2 2019 | Q4 2022 | 5 |
BARING ASSET MANAGEMENT Ltd | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q4 2016 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
ArchPoint Investors | 5 | 5 | 0.15% | 0.26% | 0.34% | Q1 2020 | Q1 2021 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2013 | Q3 2014 | 5 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 5 |
CHICAGO TRUST Co NA | 3 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2016 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2019 | Q3 2020 | 5 |
BAILARD, INC. | 3 | 1 | 0.03% | 0.17% | 0.69% | Q2 2015 | Q3 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Cribstone Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 5 |
MYCIO WEALTH PARTNERS, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2019 | 5 |
MCIA Inc | 3 | 2 | 0.02% | 0.47% | 0.85% | Q2 2017 | Q1 2021 | 5 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.01% | 0.36% | 1.75% | Q4 2013 | Q3 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.13% | 1.68% | 2.18% | Q2 2016 | Q2 2017 | 5 |
Power Corp of Canada | 5 | 5 | 0.24% | 0.32% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.18% | 0.20% | 0.24% | Q4 2022 | Q4 2023 | 5 |
DIVIDEND ASSETS CAPITAL, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Procyon Advisors, LLC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 5 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 1 | 0.02% | 0.11% | 0.26% | Q3 2013 | Q2 2015 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 5 |
NorthRock Partners, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q3 2017 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.10% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.07% | 0.52% | 0.77% | Q4 2017 | Q4 2018 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 5 |
RB Capital Management, LLC | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
ADVISORS MANAGEMENT GROUP INC /ADV | 5 | 5 | 1.69% | 1.81% | 1.94% | Q4 2015 | Q4 2016 | 5 |
MRA Advisory Group | 5 | 5 | 0.18% | 0.20% | 0.22% | Q2 2021 | Q2 2022 | 5 |
JT Stratford LLC | 3 | 1 | 0.13% | 0.15% | 0.18% | Q4 2016 | Q3 2019 | 5 |
Magnus Financial Group LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2020 | 5 |
Campbell Wealth Management | 4 | 1 | 0.00% | 0.04% | 0.06% | Q1 2019 | Q2 2020 | 5 |
One Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.09% | 0.15% | Q1 2022 | Q1 2023 | 5 |
EHP Funds Inc. | 5 | 5 | 0.10% | 0.54% | 0.77% | Q1 2022 | Q1 2023 | 5 |
Western Financial Corp/CA | 4 | 4 | 0.37% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.23% | 0.40% | Q4 2020 | Q3 2023 | 4 |
Signition LP | 3 | 1 | 0.13% | 0.46% | 0.93% | Q4 2017 | Q4 2018 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Keeler Thomas Management LLC | 4 | 4 | 0.87% | 1.41% | 1.93% | Q2 2022 | Q1 2023 | 4 |
MANA Advisors LLC | 3 | 1 | 1.25% | 3.07% | 7.74% | Q4 2018 | Q1 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Prime Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q2 2016 | Q1 2017 | 4 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 4 |
Fulcrum Equity Management | 3 | 1 | 0.12% | 0.13% | 0.15% | Q2 2019 | Q2 2020 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 9.18% | 9.47% | 10.27% | Q4 2022 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.26% | 0.36% | 0.49% | Q2 2016 | Q1 2017 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2017 | 4 |
Newfound Research LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q3 2022 | 4 |
Fragasso Group Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.13% | 0.13% | 0.14% | Q3 2022 | Q2 2023 | 4 |
BlueSpruce Investments, LP | 4 | 4 | 4.00% | 4.62% | 5.41% | Q3 2017 | Q2 2018 | 4 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 0.27% | 0.60% | Q1 2018 | Q1 2020 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 0.90% | 0.95% | 1.01% | Q1 2017 | Q4 2017 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2021 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.16% | 0.25% | 0.41% | Q4 2014 | Q1 2017 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Trek Financial, LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q1 2023 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.07% | 0.40% | 0.77% | Q4 2020 | Q3 2023 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 0.58% | 0.76% | 0.92% | Q1 2013 | Q4 2013 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.22% | 0.69% | 1.00% | Q2 2013 | Q1 2014 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AMERICAN ASSET MANAGEMENT INC. | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
MAZAMA CAPITAL MANAGEMENT INC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2015 | Q4 2015 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.46% | 0.53% | 0.59% | Q3 2020 | Q3 2021 | 4 |
Perennial Investment Advisors, LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 4 |
Airain ltd | 1 | 1 | 0.34% | 0.39% | 0.42% | Q2 2014 | Q2 2017 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Spark Investment Management LLC | 4 | 4 | 0.32% | 0.57% | 0.80% | Q2 2019 | Q1 2020 | 4 |
FORBES J M & CO LLP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Center for Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Veracity Capital LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q1 2022 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.11% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q4 2022 | 4 |
INCEPTIONR LLC | 4 | 4 | 0.25% | 0.32% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.45% | 0.47% | 0.49% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
KOCH INDUSTRIES INC | 2 | 2 | 0.02% | 0.12% | 0.21% | Q1 2017 | Q1 2018 | 4 |
Crestline Management, LP | 3 | 1 | 0.00% | 0.14% | 0.22% | Q3 2016 | Q2 2018 | 4 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.21% | 0.26% | 0.34% | Q4 2021 | Q3 2022 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Ground Swell Capital, LLC | 2 | 1 | 0.03% | 0.39% | 0.85% | Q2 2014 | Q2 2023 | 4 |
Neuberger Berman Canada ULC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q3 2017 | 4 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.14% | 0.25% | 0.40% | Q4 2020 | Q1 2023 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q1 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2021 | 4 |
BSW Wealth Partners | 3 | 1 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2022 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.54% | 0.63% | 0.69% | Q4 2021 | Q3 2022 | 4 |
ARS Wealth Advisors Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.06% | 0.11% | 0.25% | Q2 2019 | Q1 2020 | 4 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 4 |
Carmel Capital Partners, LLC | 2 | 1 | 0.01% | 0.11% | 0.20% | Q4 2021 | Q3 2023 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Waypoint Capital Advisors, LLC | 4 | 4 | 0.10% | 0.16% | 0.21% | Q4 2021 | Q3 2022 | 4 |
ABNER HERRMAN & BROCK LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.20% | 1.36% | 1.47% | Q4 2021 | Q3 2022 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q1 2017 | Q4 2017 | 4 |
Autumn Glory Partners, LLC | 2 | 1 | 0.11% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 4 |
AJO, LP | 3 | 1 | 0.01% | 0.06% | 0.10% | Q3 2018 | Q1 2020 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ICC CAPITAL MANAGEMENT INC/ | 4 | 4 | 0.10% | 0.32% | 0.54% | Q2 2013 | Q1 2014 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
TRAN CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.19% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
New Hampshire Trust | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Two Point Capital Management, Inc. | 4 | 4 | 4.01% | 4.22% | 4.64% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.32% | 0.34% | 0.38% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.24% | 0.33% | 0.43% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.28% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.68% | 0.71% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Clifford Group, LLC | 4 | 4 | 0.52% | 0.54% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Compass Wealth Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.69% | 0.79% | 0.88% | Q4 2022 | Q3 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.24% | 0.27% | 0.36% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.73% | 0.77% | 0.81% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.04% | 0.09% | 0.17% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 0.32% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.44% | 0.48% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 0.00% | 0.09% | 0.23% | Q3 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Saiers Capital, LLC | 2 | 2 | 0.03% | 0.28% | 0.64% | Q4 2014 | Q1 2015 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.21% | 0.25% | 0.29% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.15% | 0.20% | Q3 2020 | Q2 2021 | 4 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.11% | 0.24% | Q2 2017 | Q4 2019 | 4 |
FNY Managed Accounts LLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q4 2017 | 4 |
1st Global Advisors, Inc. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Visium Asset Management, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.33% | 0.35% | 0.37% | Q2 2013 | Q1 2014 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
AMICA PENSION FUND BOARD OF TRUSTEES | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q4 2018 | 4 |
CALDWELL & ORKIN INC | 3 | 1 | 0.98% | 1.34% | 1.94% | Q4 2014 | Q1 2017 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.15% | 0.18% | 0.19% | Q4 2018 | Q3 2019 | 4 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q1 2022 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
PHILADELPHIA TRUST CO | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.06% | 0.13% | Q1 2014 | Q1 2020 | 4 |
Grisanti Capital Management LLC | 4 | 4 | 0.39% | 0.56% | 0.64% | Q4 2013 | Q3 2014 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.15% | 0.30% | Q3 2016 | Q1 2020 | 4 |
LeJeune Puetz Investment Counsel LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 2 | 2 | 0.22% | 0.40% | 0.82% | Q4 2017 | Q2 2019 | 4 |
Faithward Advisors, LLC | 2 | 2 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q2 2023 | 4 |
Robinson Value Management, Ltd. | 4 | 4 | 1.79% | 1.99% | 2.17% | Q4 2020 | Q3 2021 | 4 |
Caption Management, LLC | 2 | 2 | 0.08% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 4 |
Lunia Capital LP | 3 | 1 | 1.87% | 2.39% | 2.71% | Q2 2018 | Q2 2020 | 4 |
First Bank & Trust | 3 | 1 | 0.00% | 0.04% | 0.16% | Q4 2021 | Q3 2023 | 4 |
AlphaCore Capital LLC | 3 | 1 | 0.01% | 0.12% | 0.23% | Q1 2020 | Q3 2023 | 4 |
Front Street Capital Management, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q1 2017 | 4 |
GQ Asset Management, LLC | 4 | 4 | 0.20% | 0.26% | 0.36% | Q1 2019 | Q4 2019 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.02% | 0.62% | 1.93% | Q4 2020 | Q1 2021 | 4 |
TRUEWEALTH LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 4 |
Bristlecone Advisors, LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q2 2021 | 4 |
EverPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.18% | 0.30% | Q2 2015 | Q1 2016 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.22% | 0.62% | 1.13% | Q4 2021 | Q1 2023 | 3 |
HWG Holdings LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.29% | 0.30% | 0.30% | Q4 2022 | Q2 2023 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.05% | 0.94% | 2.72% | Q4 2020 | Q2 2021 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
UNIONVIEW, LLC | 2 | 1 | 0.19% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q2 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.64% | 0.73% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q4 2013 | 3 |
INTRUST BANK NA | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 3 |
CAPE ANN SAVINGS BANK | 2 | 1 | 0.14% | 0.21% | 0.36% | Q3 2013 | Q1 2022 | 3 |
Tower View Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Fulcrum Capital LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 3 |
Verity & Verity, LLC | 3 | 3 | 1.71% | 1.80% | 1.86% | Q2 2013 | Q4 2013 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q3 2019 | Q1 2020 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q3 2018 | Q1 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2018 | 3 |
SHERBROOKE PARK ADVISERS LLC | 2 | 1 | 0.31% | 0.51% | 0.66% | Q4 2022 | Q3 2023 | 3 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.03% | 0.10% | 0.16% | Q1 2019 | Q3 2019 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
PORTOLA GROUP INC /CA | 2 | 1 | 0.13% | 0.21% | 0.28% | Q4 2013 | Q1 2015 | 3 |
Zweig-DiMenna Associates LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2021 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Core Wealth Management, Inc. | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
CORNERSTONE ADVISORS INC | 2 | 1 | 0.07% | 0.13% | 0.20% | Q3 2016 | Q1 2019 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
CAMG Solamere Management, LLC | 3 | 3 | 0.52% | 0.61% | 0.67% | Q1 2020 | Q3 2020 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.05% | 0.86% | 2.02% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2021 | 3 |
Annapolis Financial Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Golden State Equity Partners | 2 | 1 | 0.10% | 0.16% | 0.26% | Q4 2020 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.25% | 0.28% | 0.33% | Q3 2022 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 2 | 1 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 3 |
AXQ CAPITAL, LP | 3 | 3 | 0.41% | 0.53% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Parkwood LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q4 2016 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
KFG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.28% | 0.34% | Q1 2023 | Q3 2023 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
First National Advisers, LLC | 2 | 1 | 0.16% | 0.19% | 0.24% | Q3 2022 | Q3 2023 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.10% | 0.14% | 0.22% | Q2 2022 | Q4 2022 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MILES CAPITAL, INC. | 3 | 3 | 0.53% | 0.55% | 0.55% | Q3 2015 | Q1 2016 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.92% | 0.97% | 1.01% | Q1 2023 | Q3 2023 | 3 |
Capitolis Advisors LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q4 2021 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q2 2015 | 3 |
INVERNESS COUNSEL LLC /NY/ | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Innovative Portfolios | 3 | 3 | 0.85% | 0.87% | 0.88% | Q2 2021 | Q4 2021 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ZWEIG ADVISERS LLC | 3 | 3 | 1.52% | 1.97% | 2.23% | Q4 2015 | Q2 2016 | 3 |
IBEX WEALTH ADVISORS | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
F3Logic, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q2 2022 | Q4 2022 | 3 |
Domani Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2015 | Q2 2016 | 3 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.62% | 1.16% | Q1 2015 | Q2 2019 | 3 |
ATHERTON LANE ADVISERS, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Atom Investors LP | 2 | 1 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Consolidated Planning Corp | 2 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 3 |
Santa Fe Partners LLC | 2 | 1 | 0.09% | 0.16% | 0.19% | Q3 2014 | Q4 2015 | 3 |
Hirtle Callaghan & Co LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 3 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 3 |
Strategic Capital Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
CenterBook Partners LP | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.09% | 0.27% | 0.47% | Q3 2021 | Q2 2023 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q1 2023 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.06% | 0.30% | 0.74% | Q3 2022 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.14% | 0.15% | 0.18% | Q4 2017 | Q4 2018 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q1 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.08% | 0.11% | 0.17% | Q4 2017 | Q2 2018 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.08% | 0.22% | 0.38% | Q4 2021 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q2 2019 | 3 |
MPS Loria Financial Planners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2021 | 3 |
Scoria Capital Partners LP | 2 | 1 | 0.28% | 0.64% | 0.87% | Q4 2014 | Q4 2015 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q2 2016 | 3 |
Seven Springs Wealth Group, LLC | 2 | 1 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q3 2021 | 3 |
L & S Advisors Inc | 3 | 3 | 0.06% | 0.12% | 0.18% | Q3 2018 | Q1 2019 | 3 |
ADIRONDACK TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q4 2013 | 3 |
True Link Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.34% | 0.36% | 0.37% | Q1 2018 | Q3 2018 | 3 |
BBT Capital Management, LLC | 3 | 3 | 0.28% | 0.34% | 0.40% | Q4 2018 | Q2 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 3 |
Meritage Group LP | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q1 2023 | 3 |
Avion Wealth | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q1 2022 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q1 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Jupiter Investment Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2020 | 3 |
Cognios Capital, LLC | 3 | 3 | 0.60% | 0.68% | 0.74% | Q3 2019 | Q1 2020 | 3 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Truepoint, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Next Capital Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 1.01% | 1.10% | 1.20% | Q4 2020 | Q2 2021 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.10% | 0.19% | Q4 2017 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.10% | 0.25% | Q4 2017 | Q2 2021 | 3 |
Hummer Financial Advisory Services Inc | 2 | 1 | 0.17% | 0.26% | 0.41% | Q4 2019 | Q1 2022 | 3 |
Highview Capital Management LLC/DE/ | 3 | 3 | 0.71% | 0.88% | 0.97% | Q4 2021 | Q2 2022 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Gilbert & Cook, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.91% | 0.95% | 0.98% | Q3 2014 | Q1 2015 | 3 |
Wedmont Private Capital | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
DEERE & CO | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 3 |
qPULA Trading Management LP | 2 | 1 | 0.58% | 0.63% | 0.72% | Q4 2020 | Q1 2022 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q2 2016 | Q4 2016 | 3 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q2 2017 | 3 |
Sather Financial Group Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
M. Kulyk & Associates, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Espalier Global Management LLC | 1 | 1 | 0.48% | 0.92% | 1.36% | Q1 2014 | Q4 2015 | 2 |
2Xideas AG | 2 | 2 | 0.91% | 0.91% | 0.92% | Q4 2020 | Q1 2021 | 2 |
Fractal Investments LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
NBT BANK N A /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Cinctive Capital Management LP | 2 | 2 | 0.19% | 0.21% | 0.22% | Q3 2022 | Q4 2022 | 2 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
FDO Partners, LLC | 1 | 1 | 0.38% | 0.51% | 0.63% | Q4 2015 | Q1 2017 | 2 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
KARPAS STRATEGIES, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q3 2021 | 2 |
Madrona Financial Services, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
SELECT EQUITY GROUP INC | 2 | 2 | 1.43% | 1.47% | 1.51% | Q2 2013 | Q3 2013 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.16% | 0.43% | 0.70% | Q3 2022 | Q3 2023 | 2 |
Sustainable Insight Capital Management, LLC | 2 | 2 | 0.37% | 0.39% | 0.42% | Q3 2022 | Q4 2022 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Lyons Wealth Management, LLC. | 1 | 1 | 1.05% | 1.09% | 1.14% | Q3 2014 | Q2 2015 | 2 |
Kessler Investment Group, LLC | 1 | 1 | 3.91% | 4.17% | 4.44% | Q2 2013 | Q4 2013 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q2 2015 | 2 |
Enterprise Trust & Investment Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Fermata Advisors, LLC | 1 | 1 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.72% | 0.74% | 0.76% | Q2 2023 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q1 2015 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.58% | 0.69% | 0.80% | Q3 2022 | Q4 2022 | 2 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2019 | Q2 2022 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
YCG, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Core Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.14% | 0.29% | Q4 2022 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MIROVA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2023 | Q4 2023 | 2 |
SPRING CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
My Legacy Advisors, LLC | 2 | 2 | 0.31% | 0.39% | 0.47% | Q1 2022 | Q2 2022 | 2 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q4 2017 | 2 |
Noked Israel Ltd | 2 | 2 | 0.35% | 0.41% | 0.47% | Q1 2019 | Q2 2019 | 2 |
Private Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 2 |
MITCHELL SINKLER & STARR/PA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
StellarOne CORP | 2 | 2 | 1.00% | 1.04% | 1.08% | Q2 2013 | Q3 2013 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q4 2018 | Q1 2019 | 2 |
JFG Wealth Management, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2019 | Q3 2019 | 2 |
Trail Ridge Investment Advisors, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Seaport Global Advisors, LLC | 2 | 2 | 0.42% | 0.50% | 0.59% | Q4 2021 | Q1 2022 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.79% | 0.82% | 0.85% | Q1 2019 | Q3 2019 | 2 |
Kula Investments, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q1 2023 | 2 |
American Beacon Advisors, Inc. | 2 | 2 | 1.10% | 1.13% | 1.16% | Q1 2017 | Q2 2017 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
McDonough Capital Management, Inc | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q1 2022 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.62% | 0.94% | 1.27% | Q1 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 2 |
LUCUS ADVISORS LLC | 1 | 1 | 0.36% | 0.42% | 0.48% | Q2 2017 | Q1 2018 | 2 |
Manitou Investment Management Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Pacific Center for Financial Services | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.11% | 0.22% | Q1 2019 | Q4 2020 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q1 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Sequent Asset Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Verum Partners LLC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q2 2023 | Q3 2023 | 2 |
JDM Financial Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.36% | 0.67% | 0.99% | Q4 2020 | Q2 2023 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.17% | 0.18% | 0.20% | Q4 2017 | Q2 2022 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q2 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q3 2022 | Q4 2022 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.00% | 0.70% | 1.40% | Q4 2017 | Q1 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Noked Capital LTD | 2 | 2 | 0.35% | 0.41% | 0.47% | Q1 2019 | Q2 2019 | 2 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 0.52% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 1.75% | 2.06% | 2.36% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.74% | 0.75% | 0.76% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bouchey Financial Group Ltd | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.17% | 0.25% | 0.33% | Q1 2019 | Q2 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 2 | 2 | 1.00% | 1.54% | 2.08% | Q2 2013 | Q3 2013 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2019 | 2 |
Oak Thistle LLC | 1 | 1 | 0.16% | 0.24% | 0.32% | Q1 2022 | Q1 2023 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 2 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2023 | 2 |
Wealth Architects, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q4 2018 | 2 |
BTC Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.24% | 0.28% | 0.31% | Q4 2013 | Q1 2014 | 2 |
First National Bank of Mount Dora, Trust Investment Services | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q2 2019 | 2 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2021 | 2 |
Spartan Planning & Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.14% | 0.35% | 0.55% | Q1 2014 | Q4 2014 | 2 |
Man Investments Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Aston Asset Management, LLC | 2 | 2 | 0.73% | 0.77% | 0.81% | Q2 2013 | Q3 2013 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Amtrust Financial Services, Inc. | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2016 | Q1 2017 | 2 |
Distillate Capital Partners LLC | 2 | 2 | 0.76% | 0.78% | 0.79% | Q4 2020 | Q1 2021 | 2 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.14% | 0.28% | Q2 2017 | Q4 2017 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.65% | 0.65% | 0.65% | Q3 2019 | Q4 2019 | 2 |
Hardman Johnston Global Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Capital Investment Services of America, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
SUMMIT FINANCIAL GROUP, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
River Road Asset Management, LLC | 2 | 2 | 0.71% | 0.74% | 0.78% | Q2 2013 | Q3 2013 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q2 2016 | Q2 2017 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.07% | 0.12% | Q1 2020 | Q1 2021 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2016 | 2 |
S Squared Technology, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
NatWest Group plc | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q2 2014 | Q3 2018 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q4 2017 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
TOWER BRIDGE ADVISORS | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q3 2016 | Q4 2016 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.57% | 0.69% | 0.81% | Q4 2016 | Q1 2017 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Perpetual Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CAZ INVESTMENTS LP | 2 | 2 | 0.35% | 0.38% | 0.42% | Q4 2014 | Q1 2015 | 2 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 2 |
JSF Financial, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
VAN DEN BERG MANAGEMENT I, INC | 2 | 2 | 1.26% | 1.29% | 1.32% | Q2 2013 | Q3 2013 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q1 2020 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 2 |
Filament LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2015 | Q1 2016 | 2 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Windsor Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Stifel Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 2 |
Resource Planning Group | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Yellowstone Partners, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q1 2015 | Q2 2015 | 2 |
Trutina Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.60% | 0.62% | 0.64% | Q1 2022 | Q2 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.14% | 0.22% | 0.30% | Q1 2019 | Q4 2019 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.18% | 0.35% | Q4 2022 | Q2 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 2 |
Americana Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 2 |
TLP GROUP LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2018 | 2 |
GraniteShares Advisors LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Hoese & Co LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
BRR OpCo, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Mitra Capital LLC | 1 | 1 | 5.49% | 5.49% | 5.49% | Q1 2016 | Q1 2016 | 1 |
WESTWOOD MANAGEMENT CORP /IL/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MWA Asset Management | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
1ST SOURCE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ACT II MANAGEMENT, LP | 1 | 1 | 4.12% | 4.12% | 4.12% | Q1 2014 | Q1 2014 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2014 | Q1 2014 | 1 |
Threshold Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
New World Advisors LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
CTC LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2023 | Q3 2023 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BEACON TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Amida Capital Management II, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MAR VISTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Atlantic Private Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HENDLEY & CO INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2020 | Q1 2020 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2015 | Q4 2015 | 1 |
Wilson, Kemp & Associates, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
AM Squared Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Palestra Capital Management LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2013 | Q3 2013 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2014 | Q3 2014 | 1 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2022 | Q3 2022 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2019 | Q2 2019 | 1 |
BAKER BOYER NATIONAL BANK | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
44 WEALTH MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
ANDERSON HOAGLAND & CO | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2017 | Q1 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2016 | Q2 2016 | 1 |
UBP Investment Advisors SA | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Integre Asset Management, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2017 | Q4 2017 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
First Pacific Financial | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Westend Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
COWA, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Adero Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Greenlight Capital | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2020 | Q1 2020 | 1 |
Applied Capital LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ARBOR TRUST WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
RBF Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2013 | Q2 2013 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Suncoast Equity Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 2.28% | 2.28% | 2.28% | Q2 2022 | Q2 2022 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alpha Family Trust | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 1.85% | 1.85% | 1.85% | Q1 2016 | Q1 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Marathon Asset Management Ltd | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
ParenteBeard Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2013 | Q4 2013 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2014 | Q1 2014 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q1 2015 | Q1 2015 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Samjo Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
ERN LLC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q2 2022 | Q2 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Parplus Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RELIANCE TRUST CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Zions Trust, National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Security Financial Services, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
TRADITION ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2018 | Q1 2018 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2017 | Q2 2017 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2020 | Q4 2020 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q2 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
AlphaQ Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2014 | Q1 2014 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2023 | Q4 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BFSG, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Insight Inv LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2021 | Q1 2021 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Candlestick Capital Management LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
XXEC, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2020 | Q3 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
StoneX Group Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2017 | Q2 2017 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2021 | Q3 2021 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ROBSHAW & JULIAN ASSOCIATES INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2013 | Q3 2013 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2015 | Q2 2015 | 1 |
United Community Bank | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
First Long Island Investors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Hudson Portfolio Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2021 | Q1 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
UNIO CAPITAL LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own PAYCHEX INC or have owned PAYCHEX INC in the past.