Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 120 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 96 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 93 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.07% | Q1 2012 | Q3 2023 | 93 |
Citadel Advisors | 29 | 1 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 89 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 71 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 69 |
TWO SIGMA INVESTMENTS, LP | 20 | 1 | 0.00% | 0.05% | 0.61% | Q4 2013 | Q3 2023 | 65 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.01% | 0.01% | Q1 2009 | Q3 2023 | 56 |
Cutler Group LLC / CA | 11 | 9 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 56 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 54 |
AMALGAMATED BANK | 52 | 52 | 0.06% | 0.09% | 0.19% | Q4 2010 | Q3 2023 | 52 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 52 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 52 |
Parallax Volatility Advisers, L.P. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.08% | 0.17% | Q3 2011 | Q3 2023 | 49 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.07% | 0.18% | Q1 2012 | Q3 2023 | 49 |
GLENMEDE TRUST CO NA | 45 | 4 | 0.02% | 0.07% | 0.19% | Q2 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.05% | 0.06% | 0.09% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.05% | 0.16% | Q4 2011 | Q3 2023 | 48 |
Jefferies Group LLC | 14 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2022 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.02% | 0.56% | 0.82% | Q1 2012 | Q3 2023 | 47 |
MCF Advisors LLC | 40 | 7 | 0.00% | 0.02% | 0.05% | Q4 2011 | Q3 2023 | 47 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 45 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.13% | Q3 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q3 2023 | 44 |
TWO SIGMA ADVISERS, LP | 33 | 6 | 0.00% | 0.06% | 0.45% | Q2 2013 | Q2 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.05% | 0.09% | 0.17% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.04% | 0.19% | Q1 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.05% | 0.11% | 0.15% | Q2 2013 | Q4 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.05% | Q4 2012 | Q2 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.08% | 0.10% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.03% | 0.27% | 0.86% | Q4 2012 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.06% | 0.09% | 0.11% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.02% | 0.09% | 0.32% | Q1 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.01% | 0.54% | 1.39% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.21% | 0.30% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BRYN MAWR TRUST Co | 27 | 15 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
DnB Asset Management AS | 39 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.24% | 1.04% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TWIN CAPITAL MANAGEMENT INC | 42 | 42 | 0.06% | 0.37% | 0.52% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2023 | 42 |
OPUS INVESTMENT MANAGEMENT INC | 42 | 42 | 0.36% | 1.05% | 2.82% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.66% | 1.30% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.15% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MARTINGALE ASSET MANAGEMENT L P | 42 | 42 | 0.01% | 0.26% | 0.67% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Modera Wealth Management, LLC | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
VALLEY WEALTH MANAGERS, INC. | 42 | 42 | 0.22% | 0.29% | 0.40% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.07% | 0.14% | 0.33% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 42 | 42 | 0.10% | 0.20% | 0.32% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.44% | 0.63% | 1.00% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.31% | 0.80% | 1.18% | Q2 2013 | Q4 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PRIVATE ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SHUFRO ROSE & CO LLC | 42 | 42 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.06% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CAPITAL CITY TRUST CO/FL | 42 | 42 | 0.55% | 0.94% | 1.32% | Q2 2013 | Q3 2023 | 42 |
HUSSMAN STRATEGIC ADVISORS, INC. | 42 | 42 | 0.01% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.12% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.27% | 0.42% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.06% | 0.12% | Q2 2012 | Q4 2022 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 1.00% | 1.52% | 2.09% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Legacy Private Trust Co. | 42 | 42 | 0.07% | 0.33% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.07% | 0.16% | 0.36% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.02% | 0.22% | 0.78% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.13% | 0.24% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.01% | 0.37% | 0.66% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.04% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.01% | 0.09% | 0.58% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 0.72% | 1.02% | 1.55% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ALTRINSIC GLOBAL ADVISORS LLC | 42 | 42 | 0.21% | 1.23% | 2.66% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.05% | 0.17% | 0.47% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.31% | 0.95% | 1.30% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.06% | 0.20% | 0.39% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NEW ENGLAND ASSET MANAGEMENT INC | 42 | 42 | 0.04% | 0.12% | 0.88% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.13% | 0.46% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.20% | 0.43% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.08% | 0.11% | 0.13% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 39 | 2 | 0.05% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.07% | 0.10% | 0.15% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.09% | 0.27% | Q3 2013 | Q3 2023 | 41 |
TRUST CO OF VERMONT | 33 | 8 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Arbor Investment Advisors, LLC | 34 | 1 | 0.06% | 0.12% | 0.21% | Q2 2011 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 33 | 8 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 41 |
First National Bank of Mount Dora, Trust Investment Services | 41 | 41 | 0.30% | 1.51% | 2.28% | Q4 2013 | Q4 2023 | 41 |
PUTNAM INVESTMENTS LLC | 35 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Nuveen Asset Management, LLC | 24 | 16 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.09% | 0.19% | Q4 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q2 2023 | 41 |
MILLENNIUM MANAGEMENT LLC | 28 | 2 | 0.00% | 0.08% | 0.38% | Q4 2013 | Q3 2023 | 41 |
Hartford Financial Management Inc. | 34 | 7 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Smith, Graham & Co., Investment Advisors, LP | 41 | 41 | 0.29% | 0.45% | 0.63% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 41 |
PEAK6 Investments LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 40 |
Court Place Advisors, LLC | 40 | 40 | 0.60% | 1.01% | 1.42% | Q4 2013 | Q3 2023 | 40 |
PITCAIRN CO | 27 | 13 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 40 |
FUKOKU MUTUAL LIFE INSURANCE Co | 40 | 40 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2023 | 40 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 5 | 0.12% | 0.35% | 0.54% | Q2 2013 | Q3 2023 | 40 |
Financial Architects, Inc | 36 | 4 | 0.10% | 0.16% | 0.32% | Q2 2013 | Q2 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.07% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.08% | 0.11% | 0.13% | Q3 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2023 | 40 |
RAYMOND JAMES TRUST N.A. | 40 | 40 | 0.15% | 0.21% | 0.30% | Q4 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
BLB&B Advisors, LLC | 40 | 40 | 0.02% | 0.05% | 0.06% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.07% | 0.10% | 0.13% | Q4 2013 | Q3 2023 | 40 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 0.42% | 0.58% | 0.76% | Q4 2013 | Q3 2023 | 40 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 40 | 40 | 0.17% | 1.76% | 4.02% | Q4 2013 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.11% | 0.18% | 0.40% | Q4 2013 | Q3 2023 | 40 |
M&R CAPITAL MANAGEMENT INC | 40 | 40 | 0.05% | 0.09% | 0.12% | Q1 2014 | Q4 2023 | 40 |
PHILADELPHIA TRUST CO | 35 | 5 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2023 | 40 |
ADIRONDACK TRUST CO | 39 | 39 | 0.00% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.01% | 0.04% | 0.16% | Q1 2014 | Q3 2023 | 39 |
BESSEMER GROUP INC | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 39 | 39 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2022 | 39 |
LAZARD ASSET MANAGEMENT LLC | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
VAN ECK ASSOCIATES CORP | 39 | 39 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Hudock, Inc. | 38 | 1 | 0.03% | 0.06% | 0.35% | Q2 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.06% | 0.09% | 0.13% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.08% | 0.09% | 0.11% | Q1 2014 | Q3 2023 | 39 |
SPC Financial, Inc. | 28 | 11 | 0.04% | 0.18% | 0.72% | Q2 2013 | Q3 2023 | 39 |
PATTON ALBERTSON MILLER GROUP, LLC | 39 | 39 | 0.21% | 0.90% | 1.74% | Q1 2014 | Q3 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 25 | 14 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 39 |
SUMITOMO LIFE INSURANCE CO | 39 | 39 | 0.03% | 0.17% | 0.42% | Q1 2014 | Q3 2023 | 39 |
Gradient Investments LLC | 24 | 15 | 0.00% | 0.06% | 0.57% | Q4 2013 | Q3 2023 | 39 |
Energy Income Partners, LLC | 39 | 39 | 0.04% | 2.61% | 5.96% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.07% | 0.15% | 0.30% | Q2 2013 | Q2 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
OLD REPUBLIC INTERNATIONAL CORP | 39 | 39 | 0.49% | 1.02% | 1.78% | Q1 2014 | Q3 2023 | 39 |
Meiji Yasuda Asset Management Co Ltd. | 26 | 1 | 0.03% | 0.08% | 0.16% | Q3 2013 | Q3 2023 | 39 |
BI Asset Management Fondsmaeglerselskab A/S | 39 | 39 | 0.02% | 0.87% | 1.40% | Q1 2014 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.02% | 0.13% | 0.47% | Q4 2013 | Q3 2023 | 39 |
STRS OHIO | 36 | 3 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
Essex Financial Services, Inc. | 18 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 38 |
Bowling Portfolio Management LLC | 38 | 38 | 0.16% | 0.33% | 0.65% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.08% | 0.18% | 0.42% | Q2 2013 | Q3 2022 | 38 |
ONTARIO TEACHERS PENSION PLAN BOARD | 36 | 2 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.04% | 0.06% | 0.09% | Q2 2014 | Q3 2023 | 38 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 19 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 38 |
WELCH & FORBES LLC | 36 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 37 |
UMB Bank, n.a. | 37 | 37 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
D. E. Shaw & Co., Inc. | 19 | 2 | 0.00% | 0.02% | 0.19% | Q4 2013 | Q3 2023 | 37 |
BRADLEY FOSTER & SARGENT INC/CT | 24 | 13 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
ING GROEP NV | 19 | 1 | 0.01% | 0.16% | 0.70% | Q1 2013 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.21% | 0.30% | 0.38% | Q2 2013 | Q2 2022 | 37 |
OLD NATIONAL BANCORP /IN/ | 32 | 5 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q2 2023 | 37 |
FIDUCIARY TRUST CO | 33 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
SYNOVUS FINANCIAL CORP | 37 | 37 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 37 |
Ledyard National Bank | 23 | 14 | 0.00% | 0.40% | 1.50% | Q2 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.06% | 0.12% | 0.15% | Q3 2014 | Q3 2023 | 37 |
CAPSTONE INVESTMENT ADVISORS, LLC | 10 | 1 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2023 | 37 |
Riggs Asset Managment Co. Inc. | 37 | 37 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 37 |
Beacon Capital Management, Inc. | 28 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 37 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.03% | 0.14% | 0.30% | Q4 2014 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.12% | 0.18% | 0.26% | Q2 2013 | Q1 2022 | 36 |
Oakworth Capital, Inc. | 34 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2022 | 36 |
Twin Tree Management, LP | 11 | 1 | 0.00% | 0.02% | 0.18% | Q4 2013 | Q2 2022 | 36 |
Community Bank, N.A. | 36 | 36 | 0.46% | 0.83% | 1.10% | Q4 2014 | Q3 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 34 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 36 | 36 | 0.10% | 0.16% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.02% | 0.11% | 0.58% | Q4 2014 | Q3 2023 | 36 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.08% | 0.51% | Q4 2014 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.09% | 0.39% | 0.86% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
ORRSTOWN FINANCIAL SERVICES INC | 36 | 36 | 0.10% | 0.88% | 1.40% | Q2 2013 | Q1 2022 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.63% | 0.93% | 1.19% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q1 2022 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 19 | 2 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 36 |
Cordasco Financial Network | 35 | 35 | 0.04% | 0.09% | 0.17% | Q4 2013 | Q2 2022 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 35 |
PGGM Investments | 24 | 1 | 0.02% | 0.20% | 0.36% | Q1 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 35 |
MEEDER ASSET MANAGEMENT INC | 32 | 3 | 0.02% | 0.09% | 0.39% | Q4 2014 | Q3 2023 | 35 |
FOSTER & MOTLEY INC | 35 | 35 | 0.02% | 0.16% | 0.74% | Q4 2014 | Q2 2023 | 35 |
Choate Investment Advisors | 33 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2021 | 35 |
ZACKS INVESTMENT MANAGEMENT | 21 | 14 | 0.02% | 0.30% | 0.66% | Q2 2013 | Q3 2023 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q4 2021 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.46% | 0.67% | 0.93% | Q1 2015 | Q3 2023 | 35 |
Atria Investments, Inc | 23 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 35 |
DUPONT CAPITAL MANAGEMENT CORP | 24 | 11 | 0.00% | 0.09% | 0.42% | Q2 2013 | Q1 2023 | 35 |
BOURNE LENT ASSET MANAGEMENT INC | 35 | 35 | 0.25% | 0.39% | 0.57% | Q1 2015 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.03% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
GW HENSSLER & ASSOCIATES LTD | 35 | 35 | 0.32% | 1.13% | 1.50% | Q1 2015 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
FENIMORE ASSET MANAGEMENT INC | 31 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 34 |
STEPHENS INC /AR/ | 26 | 1 | 0.01% | 0.05% | 0.15% | Q2 2014 | Q3 2023 | 34 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 34 |
GIRARD PARTNERS LTD. | 34 | 34 | 0.02% | 0.17% | 0.38% | Q4 2013 | Q1 2022 | 34 |
ADVISOR PARTNERS LLC | 34 | 34 | 0.05% | 0.09% | 0.13% | Q1 2014 | Q2 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 34 |
NATIXIS | 10 | 1 | 0.00% | 0.13% | 0.82% | Q2 2013 | Q3 2023 | 34 |
People's United Financial, Inc. | 17 | 17 | 0.01% | 0.01% | 0.08% | Q2 2013 | Q4 2021 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.08% | 0.36% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Renaissance Technologies | 19 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q4 2022 | 33 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.01% | 0.15% | 0.44% | Q2 2013 | Q2 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.25% | 0.57% | 1.00% | Q2 2013 | Q2 2021 | 33 |
Evercore Wealth Management, LLC | 28 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 33 |
BALDWIN BROTHERS LLC/MA | 32 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q4 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
JFS WEALTH ADVISORS, LLC | 33 | 33 | 0.00% | 0.01% | 0.10% | Q3 2015 | Q3 2023 | 33 |
Lenox Wealth Advisors, LLC | 21 | 12 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q1 2022 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
CADENCE BANK NA | 33 | 33 | 0.17% | 0.80% | 1.24% | Q2 2014 | Q2 2022 | 33 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.07% | 0.30% | Q2 2014 | Q1 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 24 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 33 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.72% | 1.14% | 1.79% | Q4 2015 | Q3 2023 | 32 |
JOHN G ULLMAN & ASSOCIATES INC | 32 | 32 | 0.39% | 0.54% | 0.84% | Q4 2015 | Q3 2023 | 32 |
D.A. DAVIDSON & CO. | 18 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 32 |
MERITAGE PORTFOLIO MANAGEMENT | 31 | 1 | 0.23% | 0.45% | 0.83% | Q2 2013 | Q3 2023 | 32 |
EASTERN BANK | 32 | 32 | 0.11% | 0.15% | 0.19% | Q1 2015 | Q4 2022 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.21% | 0.34% | 0.59% | Q4 2015 | Q3 2023 | 32 |
WINTON GROUP Ltd | 20 | 1 | 0.01% | 0.16% | 0.54% | Q2 2014 | Q3 2023 | 32 |
BP PLC | 21 | 11 | 0.03% | 0.15% | 0.52% | Q2 2013 | Q2 2021 | 32 |
First PREMIER Bank | 32 | 32 | 1.09% | 1.90% | 3.08% | Q4 2015 | Q3 2023 | 32 |
PARADIGM ASSET MANAGEMENT CO LLC | 30 | 2 | 0.01% | 0.29% | 1.02% | Q2 2013 | Q3 2023 | 32 |
Livforsakringsbolaget Skandia, Omsesidigt | 32 | 32 | 0.02% | 0.29% | 0.65% | Q2 2013 | Q1 2021 | 32 |
BROWN BROTHERS HARRIMAN & CO | 27 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 32 |
Brookstone Capital Management | 30 | 2 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.05% | 0.12% | 0.18% | Q2 2013 | Q1 2021 | 32 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q1 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.16% | 0.47% | Q2 2013 | Q4 2020 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Intersect Capital LLC | 31 | 31 | 0.06% | 0.25% | 0.62% | Q4 2014 | Q2 2022 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.02% | 0.03% | 0.07% | Q3 2013 | Q4 2023 | 31 |
GOFEN & GLOSSBERG LLC /IL/ | 31 | 31 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q4 2022 | 31 |
MCRAE CAPITAL MANAGEMENT INC | 31 | 31 | 0.06% | 0.14% | 1.30% | Q1 2016 | Q3 2023 | 31 |
KANAWHA CAPITAL MANAGEMENT LLC | 31 | 31 | 0.16% | 0.19% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Connor, Clark & Lunn Investment Management Ltd. | 19 | 2 | 0.00% | 0.04% | 0.16% | Q1 2014 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q4 2020 | 31 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 31 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.00% | 1.47% | 2.59% | Q4 2014 | Q3 2023 | 31 |
Freedom Investment Management, Inc. | 31 | 31 | 0.02% | 0.04% | 0.13% | Q1 2013 | Q3 2020 | 31 |
CIBC Private Wealth Group, LLC | 14 | 3 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 31 |
PEAK6 Group LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2018 | 31 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2020 | 31 |
Cetera Investment Advisers | 31 | 31 | 0.02% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 31 |
AFFINITY WEALTH MANAGEMENT LLC | 12 | 1 | 0.08% | 0.25% | 0.74% | Q2 2013 | Q2 2023 | 31 |
JNBA Financial Advisors | 20 | 11 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.02% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 31 |
JAMES INVESTMENT RESEARCH INC | 31 | 31 | 0.02% | 0.33% | 0.82% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.10% | 0.15% | 0.25% | Q1 2016 | Q3 2023 | 30 |
CHARTWELL INVESTMENT PARTNERS, LLC | 30 | 30 | 0.01% | 0.24% | 0.52% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.05% | 0.27% | Q2 2013 | Q3 2020 | 30 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 22 | 2 | 0.03% | 0.15% | 0.38% | Q4 2014 | Q3 2023 | 30 |
NEVILLE RODIE & SHAW INC | 25 | 2 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2023 | 30 |
Mariner, LLC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
CULLEN/FROST BANKERS, INC. | 19 | 11 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 30 |
INVESTMENT HOUSE LLC | 28 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2020 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Rench Wealth Management, Inc. | 30 | 30 | 0.70% | 1.57% | 2.02% | Q2 2016 | Q3 2023 | 30 |
FCG ADVISORS, LLC | 30 | 30 | 0.10% | 0.25% | 0.45% | Q2 2013 | Q3 2020 | 30 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q3 2020 | 30 |
BROWN ADVISORY INC | 23 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 24 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 30 |
BARINGS LLC | 30 | 30 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2020 | 30 |
Glenview Trust Co | 28 | 1 | 0.08% | 0.40% | 0.50% | Q4 2014 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.03% | 0.08% | 0.18% | Q2 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.02% | 0.15% | 0.20% | Q2 2013 | Q3 2020 | 30 |
CRAWFORD INVESTMENT COUNSEL INC | 28 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 30 |
CADENCE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.01% | 0.06% | 0.13% | Q3 2013 | Q3 2020 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.03% | 0.08% | 0.17% | Q4 2015 | Q4 2022 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 4 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q1 2023 | 29 |
Cribstone Capital Management, LLC | 29 | 29 | 0.10% | 0.17% | 0.28% | Q4 2015 | Q4 2022 | 29 |
CIBC WORLD MARKETS CORP | 29 | 29 | 0.01% | 0.10% | 0.60% | Q3 2016 | Q3 2023 | 29 |
AJO, LP | 29 | 29 | 0.02% | 0.59% | 1.02% | Q2 2013 | Q2 2020 | 29 |
PRUDENTIAL PLC | 22 | 7 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 29 |
Mirae Asset Global Investments Co., Ltd. | 27 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 29 |
Arvest Bank Trust Division | 29 | 29 | 0.02% | 0.54% | 0.89% | Q3 2014 | Q3 2021 | 29 |
Hamlin Capital Management, LLC | 15 | 14 | 1.99% | 3.41% | 4.61% | Q4 2013 | Q3 2023 | 29 |
Montecito Bank & Trust | 29 | 29 | 0.09% | 0.15% | 0.19% | Q4 2016 | Q4 2023 | 29 |
FORSTA AP-FONDEN | 29 | 29 | 0.07% | 0.26% | 0.64% | Q3 2016 | Q3 2023 | 29 |
Verition Fund Management LLC | 15 | 1 | 0.01% | 0.18% | 1.47% | Q2 2013 | Q3 2023 | 29 |
Laird Norton Wetherby Wealth Management, LLC | 28 | 1 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 29 |
Chicago Partners Investment Group LLC | 25 | 3 | 0.02% | 0.04% | 0.12% | Q3 2016 | Q3 2023 | 28 |
Vident Investment Advisory, LLC | 19 | 1 | 0.00% | 0.07% | 0.37% | Q4 2014 | Q2 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2020 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2021 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Sigma Planning Corp | 18 | 3 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q1 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.08% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 28 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.05% | 0.46% | Q2 2013 | Q2 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
STEEL GROVE CAPITAL ADVISORS, LLC | 22 | 6 | 0.19% | 0.86% | 1.23% | Q2 2013 | Q2 2020 | 28 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 0.17% | 0.62% | Q1 2017 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.57% | 0.71% | 0.85% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 28 |
DALTON GREINER HARTMAN MAHER & CO | 14 | 14 | 0.21% | 0.94% | 1.79% | Q2 2013 | Q1 2021 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.06% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
AMUNDI ASSET MANAGEMENT US, INC. | 28 | 28 | 0.04% | 0.20% | 0.53% | Q2 2014 | Q1 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
ClearBridge Investments Ltd | 28 | 28 | 0.00% | 4.67% | 10.36% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.23% | 0.32% | 0.41% | Q2 2016 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 28 |
JARISLOWSKY, FRASER Ltd | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Cutter & CO Brokerage, Inc. | 27 | 1 | 0.09% | 0.14% | 0.20% | Q4 2014 | Q4 2021 | 28 |
FIRST CITIZENS BANK & TRUST CO | 16 | 5 | 0.01% | 0.29% | 1.08% | Q2 2013 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
ARGI Investment Services, LLC | 21 | 2 | 0.03% | 0.10% | 0.19% | Q4 2013 | Q3 2021 | 28 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 28 |
Cerity Partners LLC | 28 | 28 | 0.01% | 0.11% | 1.94% | Q4 2016 | Q3 2023 | 28 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
CS MCKEE LP | 27 | 27 | 1.27% | 1.48% | 1.89% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q3 2023 | 27 |
Bryn Mawr Capital Management, LLC | 23 | 4 | 0.07% | 0.30% | 0.49% | Q4 2016 | Q3 2023 | 27 |
PRIMECAP MANAGEMENT CO/CA/ | 27 | 27 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Clark Capital Management Group, Inc. | 25 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2021 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
Pensionfund Sabic | 17 | 4 | 0.44% | 0.52% | 0.70% | Q3 2016 | Q4 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.06% | 0.09% | 0.17% | Q2 2013 | Q4 2019 | 27 |
FACTORY MUTUAL INSURANCE CO | 27 | 27 | 0.15% | 0.32% | 0.65% | Q2 2013 | Q4 2019 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Alberta Investment Management Corp | 15 | 12 | 0.00% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 27 |
TIEDEMANN ADVISORS, LLC | 26 | 1 | 0.05% | 0.35% | 0.83% | Q1 2016 | Q4 2022 | 27 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 17 | 10 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q4 2019 | 27 |
AE Wealth Management LLC | 26 | 26 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 26 |
OLD SECOND NATIONAL BANK OF AURORA | 26 | 26 | 0.58% | 0.85% | 1.13% | Q2 2017 | Q3 2023 | 26 |
Legacy Advisors, LLC | 14 | 12 | 0.00% | 0.11% | 0.28% | Q4 2016 | Q3 2023 | 26 |
FIRST MERCANTILE TRUST CO | 14 | 12 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 26 |
Simplicity Solutions, LLC | 15 | 1 | 0.01% | 0.08% | 0.61% | Q1 2015 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.04% | 0.23% | Q2 2013 | Q3 2019 | 26 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 26 | 26 | 0.00% | 0.51% | 0.94% | Q3 2013 | Q4 2019 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q4 2021 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.05% | 0.11% | Q3 2013 | Q1 2020 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 26 |
HOWE & RUSLING INC | 23 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 26 |
Nelson Capital Management, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.13% | 0.28% | Q2 2013 | Q3 2019 | 26 |
HBK Sorce Advisory LLC | 26 | 26 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
REAVES W H & CO INC | 25 | 1 | 0.01% | 2.50% | 4.09% | Q2 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.06% | 0.11% | Q3 2016 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 26 | 26 | 0.00% | 0.11% | 0.21% | Q4 2013 | Q1 2020 | 26 |
FIL Ltd | 11 | 6 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.14% | 0.22% | 0.36% | Q2 2017 | Q2 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q4 2020 | 25 |
Occidental Asset Management, LLC | 25 | 25 | 0.19% | 0.38% | 0.62% | Q4 2016 | Q4 2022 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.03% | 0.14% | 1.00% | Q2 2013 | Q2 2019 | 25 |
TIAA, FSB | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Paloma Partners Management Co | 6 | 1 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q2 2022 | 25 |
JENNISON ASSOCIATES LLC | 24 | 1 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 25 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 19 | 6 | 1.35% | 1.91% | 2.33% | Q2 2013 | Q1 2020 | 25 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.09% | 0.35% | Q4 2014 | Q3 2022 | 25 |
Martin Capital Partners, LLC | 25 | 25 | 1.26% | 2.24% | 2.93% | Q4 2017 | Q4 2023 | 25 |
Advisors Capital Management, LLC | 22 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 25 |
IHT Wealth Management, LLC | 19 | 6 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 25 |
Hilltop Holdings Inc. | 10 | 7 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q2 2022 | 25 |
Employees Retirement System of Texas | 25 | 25 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 25 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.06% | 0.20% | Q1 2013 | Q2 2020 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.04% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Spot Trading L.L.C | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 25 |
CHURCHILL MANAGEMENT Corp | 11 | 7 | 0.01% | 0.17% | 0.61% | Q4 2013 | Q3 2023 | 25 |
SALZHAUER MICHAEL | 25 | 25 | 0.14% | 0.66% | 1.26% | Q4 2013 | Q4 2019 | 25 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.04% | 0.43% | Q3 2016 | Q1 2023 | 25 |
Quantitative Investment Management, LLC | 6 | 2 | 0.02% | 0.14% | 0.51% | Q2 2013 | Q2 2023 | 25 |
Stratos Wealth Partners, LTD. | 13 | 3 | 0.01% | 0.02% | 0.13% | Q2 2014 | Q3 2023 | 24 |
FDx Advisors, Inc. | 24 | 24 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q2 2022 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.17% | 0.36% | 0.48% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 24 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 24 | 24 | 0.10% | 0.18% | 0.26% | Q4 2013 | Q3 2019 | 24 |
PRIVATE TRUST CO NA | 13 | 11 | 0.02% | 0.09% | 0.18% | Q1 2013 | Q3 2023 | 24 |
Copperwynd Financial, LLC | 24 | 24 | 0.19% | 0.25% | 0.34% | Q4 2017 | Q3 2023 | 24 |
Citizens Business Bank | 24 | 24 | 0.44% | 0.57% | 0.68% | Q3 2013 | Q2 2019 | 24 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24 | 24 | 0.00% | 0.06% | 0.26% | Q4 2016 | Q3 2022 | 24 |
Capital World Investors | 24 | 24 | 0.06% | 0.23% | 0.61% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 0.19% | 0.89% | Q2 2013 | Q1 2019 | 24 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 13 | 1 | 0.04% | 0.09% | 0.16% | Q1 2016 | Q2 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.17% | 0.25% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2020 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q1 2019 | 24 |
NewSquare Capital LLC | 23 | 1 | 0.00% | 0.12% | 0.32% | Q2 2014 | Q4 2022 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.22% | 0.42% | 0.58% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.10% | 0.41% | 0.63% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Huber Capital Management LLC | 24 | 24 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q1 2019 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Zimmer Partners, LP | 18 | 1 | 0.10% | 1.53% | 3.10% | Q4 2013 | Q4 2022 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Princeton Portfolio Strategies Group LLC | 22 | 2 | 0.05% | 0.19% | 0.60% | Q4 2013 | Q4 2019 | 24 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 2 | 0.00% | 0.72% | 2.41% | Q4 2015 | Q2 2022 | 23 |
Assenagon Asset Management S.A. | 12 | 1 | 0.00% | 0.02% | 0.17% | Q3 2017 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.06% | 0.26% | Q1 2018 | Q3 2023 | 23 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2019 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.10% | 0.13% | 0.18% | Q1 2018 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.10% | 0.16% | 0.28% | Q4 2017 | Q2 2023 | 23 |
INTACT INVESTMENT MANAGEMENT INC. | 23 | 23 | 0.13% | 0.15% | 0.18% | Q1 2018 | Q3 2023 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.11% | 0.20% | 0.38% | Q2 2013 | Q4 2018 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.17% | 0.26% | 0.36% | Q1 2014 | Q3 2021 | 23 |
BRIGHTON JONES LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q2 2020 | 23 |
PIEDMONT INVESTMENT ADVISORS INC | 10 | 5 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q1 2020 | 23 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.09% | 0.27% | Q2 2013 | Q1 2022 | 23 |
Cetera Advisors LLC | 14 | 3 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 23 |
Alpha Cubed Investments, LLC | 14 | 1 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q1 2021 | 23 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2022 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.06% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Capital Research Global Investors | 19 | 4 | 0.05% | 0.25% | 0.57% | Q2 2013 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.42% | 1.19% | 1.81% | Q2 2017 | Q4 2022 | 23 |
Leisure Capital Management | 23 | 23 | 0.23% | 0.57% | 0.70% | Q1 2018 | Q3 2023 | 23 |
First Bank & Trust | 23 | 23 | 0.06% | 0.41% | 0.92% | Q4 2016 | Q2 2022 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 23 |
Hexavest Inc. | 23 | 23 | 0.21% | 0.37% | 1.01% | Q2 2013 | Q4 2018 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
FIRST FINANCIAL CORP /IN/ | 19 | 3 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2023 | 22 |
PRENTISS SMITH & CO INC | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2018 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 22 |
FIRST QUADRANT LLC/CA | 14 | 8 | 0.01% | 0.29% | 0.74% | Q2 2013 | Q4 2021 | 22 |
HighPoint Advisor Group LLC | 20 | 1 | 0.05% | 0.09% | 0.25% | Q1 2016 | Q2 2022 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 22 |
BB&T SECURITIES, LLC | 21 | 1 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2019 | 22 |
TOWER BRIDGE ADVISORS | 22 | 22 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q2 2019 | 22 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.12% | 0.37% | 1.12% | Q2 2013 | Q2 2022 | 22 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 22 |
BRAUN STACEY ASSOCIATES INC | 19 | 3 | 0.02% | 0.19% | 0.31% | Q2 2013 | Q2 2019 | 22 |
ETRADE Capital Management LLC | 18 | 4 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 22 |
Centerpoint Advisors, LLC | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CAMBRIDGE TRUST CO | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Ativo Capital Management LLC | 15 | 7 | 0.36% | 0.65% | 0.97% | Q3 2015 | Q2 2021 | 22 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 20 | 2 | 0.07% | 0.11% | 0.17% | Q1 2015 | Q3 2020 | 22 |
PREMIER ASSET MANAGEMENT LLC | 22 | 22 | 0.05% | 0.10% | 0.21% | Q3 2013 | Q4 2018 | 22 |
NN Investment Partners Holdings N.V. | 16 | 6 | 0.00% | 0.24% | 1.00% | Q1 2016 | Q1 2022 | 22 |
USS Investment Management Ltd | 14 | 8 | 0.05% | 0.23% | 1.08% | Q4 2015 | Q3 2023 | 22 |
Venturi Wealth Management, LLC | 19 | 3 | 0.02% | 0.24% | 0.59% | Q3 2017 | Q3 2023 | 22 |
CARRET ASSET MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q2 2023 | 22 |
Balentine LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 22 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.06% | 0.17% | 0.36% | Q4 2016 | Q4 2022 | 22 |
WINTRUST INVESTMENTS LLC | 11 | 4 | 0.03% | 0.06% | 0.14% | Q1 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 21 |
BTC Capital Management, Inc. | 21 | 21 | 0.04% | 0.62% | 1.01% | Q3 2014 | Q3 2019 | 21 |
First Command Bank | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 21 |
First Command Financial Services, Inc. | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 21 |
Private Ocean, LLC | 19 | 2 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Cypress Capital Group | 13 | 1 | 0.04% | 0.10% | 0.28% | Q4 2014 | Q2 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 21 |
GAM Holding AG | 14 | 1 | 0.02% | 0.05% | 0.13% | Q3 2013 | Q1 2019 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.23% | 0.47% | 0.73% | Q4 2017 | Q4 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.08% | 0.15% | 0.23% | Q2 2013 | Q2 2018 | 21 |
Gotham Asset Management, LLC | 10 | 1 | 0.01% | 0.10% | 0.40% | Q1 2015 | Q3 2023 | 21 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.14% | 0.35% | Q2 2016 | Q4 2022 | 21 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 21 |
First American Bank | 9 | 4 | 0.15% | 0.19% | 0.26% | Q2 2016 | Q4 2021 | 21 |
LORD, ABBETT & CO. LLC | 21 | 21 | 0.00% | 0.06% | 0.20% | Q2 2014 | Q2 2019 | 21 |
Lombard Odier Asset Management (Switzerland) SA | 11 | 1 | 0.02% | 0.14% | 0.43% | Q2 2014 | Q2 2021 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.10% | 0.16% | 0.21% | Q2 2013 | Q2 2018 | 21 |
Anchor Investment Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2023 | 21 |
Trexquant Investment LP | 7 | 1 | 0.02% | 0.22% | 0.50% | Q4 2014 | Q2 2023 | 21 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.08% | 0.23% | 0.49% | Q4 2017 | Q3 2022 | 20 |
Eukles Asset Management | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 9 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2022 | 20 |
ATLAS CAPITAL ADVISORS LLC | 11 | 9 | 0.00% | 0.06% | 0.24% | Q1 2018 | Q2 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.11% | 0.21% | 0.34% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.11% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.30% | 0.41% | 0.58% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Achmea Investment Management B.V. | 12 | 2 | 0.00% | 0.06% | 0.15% | Q1 2017 | Q2 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.33% | 0.68% | Q4 2018 | Q3 2023 | 20 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 9 | 4 | 0.04% | 0.10% | 0.18% | Q4 2017 | Q2 2023 | 20 |
Bridgewater Associates | 10 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 20 |
ROPES WEALTH ADVISORS LLC | 15 | 5 | 0.00% | 0.07% | 0.35% | Q4 2015 | Q4 2020 | 20 |
COLONY GROUP LLC | 11 | 9 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q1 2018 | 20 |
FIRST HAWAIIAN BANK | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.05% | 0.15% | Q4 2017 | Q3 2022 | 20 |
Cable Hill Partners, LLC | 18 | 2 | 0.03% | 0.09% | 0.13% | Q4 2014 | Q2 2023 | 20 |
FIRST NATIONAL TRUST CO | 20 | 20 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q4 2019 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2020 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
DARRELL & KING LLC | 16 | 4 | 0.04% | 0.05% | 0.08% | Q4 2015 | Q4 2020 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 19 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 20 |
NORTHPOINTE CAPITAL LLC | 10 | 10 | 0.11% | 0.42% | 1.10% | Q3 2013 | Q2 2019 | 20 |
WOODMONT INVESTMENT COUNSEL LLC | 15 | 1 | 0.02% | 0.11% | 0.30% | Q2 2015 | Q3 2023 | 20 |
ALLSTATE CORP | 17 | 3 | 0.01% | 0.13% | 0.72% | Q2 2013 | Q4 2022 | 20 |
Old Port Advisors | 18 | 1 | 0.43% | 0.76% | 1.07% | Q2 2018 | Q3 2023 | 20 |
Corbenic Partners LLC | 11 | 9 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q2 2022 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.04% | 0.16% | 0.27% | Q1 2013 | Q4 2017 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 19 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 20 |
FORTEM FINANCIAL GROUP, LLC | 20 | 20 | 0.34% | 0.93% | 1.52% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.10% | 0.15% | 0.29% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 20 |
AGF Investments LLC | 11 | 9 | 0.00% | 0.11% | 0.32% | Q4 2016 | Q1 2022 | 20 |
Alexandria Capital, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 19 |
Whitnell & Co. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
Horizon Investment Services, LLC | 8 | 1 | 0.14% | 0.27% | 0.38% | Q2 2015 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.02% | 0.17% | 0.71% | Q1 2019 | Q3 2023 | 19 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 5 | 0.04% | 0.10% | 0.20% | Q1 2016 | Q3 2023 | 19 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 19 |
Measured Wealth Private Client Group, LLC | 19 | 19 | 0.13% | 0.20% | 0.31% | Q2 2018 | Q4 2022 | 19 |
Ecofin Advisors Ltd | 19 | 19 | 0.66% | 3.14% | 7.24% | Q2 2016 | Q4 2020 | 19 |
Perpetual Ltd | 12 | 2 | 0.02% | 0.21% | 1.30% | Q1 2016 | Q3 2023 | 19 |
PineBridge Investments, L.P. | 12 | 1 | 0.00% | 0.07% | 0.23% | Q3 2013 | Q2 2023 | 19 |
TODD ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.31% | 0.64% | Q1 2015 | Q3 2019 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Zebra Capital Management LLC | 19 | 19 | 0.10% | 0.58% | 0.97% | Q2 2013 | Q4 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Rafferty Asset Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
LEVEL FOUR ADVISORY SERVICES, LLC | 15 | 4 | 0.02% | 0.06% | 0.22% | Q4 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 19 |
Meiji Yasuda Life Insurance Co | 16 | 1 | 0.02% | 0.14% | 0.40% | Q2 2013 | Q2 2022 | 19 |
American Research & Management Co. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2022 | 19 |
HL FINANCIAL SERVICES LLC | 12 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2017 | 19 |
MILLER HOWARD INVESTMENTS INC /NY | 19 | 19 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Crow Point Partners, LLC | 13 | 3 | 1.53% | 1.93% | 2.67% | Q1 2014 | Q3 2019 | 19 |
Ridgewood Investments LLC | 17 | 2 | 0.03% | 0.27% | 0.38% | Q4 2016 | Q2 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Pensionfund DSM Netherlands | 9 | 4 | 0.18% | 0.45% | 0.61% | Q3 2016 | Q4 2021 | 19 |
Ninety One UK Ltd | 19 | 19 | 0.00% | 0.34% | 0.73% | Q4 2014 | Q2 2019 | 19 |
ArchPoint Investors | 15 | 4 | 0.16% | 0.27% | 0.34% | Q4 2013 | Q1 2021 | 19 |
Adams Asset Advisors, LLC | 15 | 4 | 0.50% | 0.72% | 1.26% | Q2 2013 | Q1 2018 | 19 |
CAPITAL GUARDIAN TRUST CO | 15 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 18 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 13 | 5 | 0.05% | 0.78% | 1.88% | Q1 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q1 2021 | 18 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 6 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2022 | 18 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 2 | 0.03% | 0.40% | 1.05% | Q2 2013 | Q4 2019 | 18 |
DENALI ADVISORS LLC | 14 | 1 | 0.05% | 0.47% | 1.15% | Q2 2013 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 18 |
Voya Financial Advisors, Inc. | 10 | 4 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q1 2021 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Morningstar Investment Services LLC | 18 | 18 | 0.48% | 0.68% | 0.86% | Q2 2013 | Q3 2017 | 18 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.28% | 0.67% | Q2 2013 | Q3 2023 | 18 |
WEALTHFRONT Corp | 11 | 7 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 18 |
United Asset Strategies, Inc. | 15 | 1 | 0.06% | 0.10% | 0.27% | Q1 2014 | Q4 2018 | 18 |
AMF Tjanstepension AB | 18 | 18 | 0.04% | 0.36% | 0.64% | Q2 2016 | Q3 2020 | 18 |
M Holdings Securities, Inc. | 14 | 4 | 0.04% | 0.10% | 0.25% | Q4 2015 | Q2 2023 | 18 |
Legacy Financial Advisors, Inc. | 13 | 5 | 0.00% | 0.09% | 0.15% | Q1 2018 | Q3 2023 | 18 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 16 | 2 | 0.01% | 0.10% | 0.39% | Q4 2018 | Q3 2023 | 18 |
Bell Rock Capital LLC | 13 | 1 | 0.15% | 0.25% | 0.33% | Q4 2016 | Q3 2022 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.10% | 0.17% | 0.24% | Q2 2019 | Q3 2023 | 18 |
EQUITABLE TRUST CO | 10 | 8 | 0.02% | 0.07% | 0.16% | Q2 2018 | Q2 2023 | 18 |
FIRST AMERICAN TRUST, FSB | 18 | 18 | 0.04% | 0.06% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CITY HOLDING CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 18 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 8 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2020 | 18 |
ExodusPoint Capital Management, LP | 13 | 1 | 0.02% | 0.43% | 1.62% | Q4 2018 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q1 2022 | 17 |
Advanced Asset Management Advisors Inc | 17 | 17 | 0.35% | 0.41% | 0.56% | Q3 2019 | Q3 2023 | 17 |
ICON ADVISERS INC/CO | 9 | 8 | 0.05% | 0.16% | 0.33% | Q1 2015 | Q1 2021 | 17 |
DT Investment Partners, LLC | 12 | 5 | 0.00% | 0.25% | 0.54% | Q2 2016 | Q3 2023 | 17 |
Granite Investment Advisors, LLC | 17 | 17 | 0.05% | 0.07% | 0.08% | Q3 2017 | Q3 2021 | 17 |
BANK OF HAWAII | 11 | 2 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q4 2018 | 17 |
BEACON TRUST CO | 17 | 17 | 0.05% | 0.07% | 0.09% | Q1 2013 | Q1 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2017 | 17 |
Alliance Wealth Management Group | 10 | 1 | 0.07% | 0.24% | 0.51% | Q4 2015 | Q2 2023 | 17 |
SEEYOND | 17 | 17 | 0.05% | 0.18% | 0.36% | Q4 2018 | Q4 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Capital Analysts, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 17 |
Sheaff Brock Investment Advisors, LLC | 14 | 1 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 17 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 9 | 8 | 0.01% | 0.46% | 1.23% | Q2 2013 | Q1 2019 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.15% | 0.63% | Q4 2015 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.22% | 0.38% | Q2 2013 | Q2 2017 | 17 |
Vantage Investment Advisors, LLC | 11 | 6 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2018 | 17 |
ClariVest Asset Management LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2019 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2020 | 17 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 4 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q1 2022 | 17 |
AMICA MUTUAL INSURANCE CO | 13 | 1 | 0.02% | 0.19% | 0.32% | Q2 2013 | Q4 2019 | 17 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 14 | 3 | 0.05% | 0.39% | 0.81% | Q1 2015 | Q2 2019 | 17 |
CORNERSTONE ADVISORS INC | 17 | 17 | 0.08% | 0.09% | 0.12% | Q2 2013 | Q2 2017 | 17 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q1 2022 | 17 |
Centre Asset Management, LLC | 15 | 2 | 0.07% | 0.11% | 0.18% | Q3 2019 | Q4 2023 | 17 |
MV CAPITAL MANAGEMENT, INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.01% | 0.10% | 0.38% | Q4 2014 | Q2 2020 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Sonora Investment Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.11% | 0.17% | Q3 2019 | Q3 2023 | 17 |
LIBERTY WEALTH MANAGEMENT LLC | 14 | 3 | 0.01% | 0.17% | 0.46% | Q2 2019 | Q3 2023 | 17 |
GREENLEAF TRUST | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 17 |
Tredje AP-fonden | 15 | 2 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q4 2019 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SHELTON CAPITAL MANAGEMENT | 7 | 2 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
WEBSTER BANK, N. A. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 17 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2022 | 17 |
Symmetry Partners, LLC | 14 | 2 | 0.02% | 0.03% | 0.08% | Q1 2019 | Q4 2023 | 16 |
REINHART PARTNERS, LLC. | 16 | 16 | 0.97% | 1.67% | 2.54% | Q4 2013 | Q3 2017 | 16 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.07% | 0.25% | Q1 2017 | Q3 2023 | 16 |
FORVIS Wealth Advisors, LLC | 16 | 16 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.04% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 8 | 1 | 0.01% | 0.10% | 0.29% | Q1 2018 | Q3 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Asset Management Group, Inc. | 16 | 16 | 0.16% | 0.18% | 0.21% | Q2 2013 | Q1 2017 | 16 |
AMICA PENSION FUND BOARD OF TRUSTEES | 13 | 3 | 0.10% | 0.16% | 0.20% | Q2 2013 | Q2 2017 | 16 |
STOCK YARDS BANK & TRUST CO | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.01% | 0.20% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Brick & Kyle, Associates | 10 | 1 | 0.12% | 0.17% | 0.25% | Q4 2014 | Q2 2019 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.02% | 0.03% | 0.12% | Q4 2019 | Q4 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.32% | 0.48% | 0.71% | Q4 2019 | Q3 2023 | 16 |
EXANE DERIVATIVES | 8 | 1 | 0.00% | 0.25% | 2.45% | Q1 2015 | Q2 2022 | 16 |
AdvisorNet Financial, Inc | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Itau Unibanco Holding S.A. | 7 | 2 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q1 2017 | 16 |
Cipher Capital LP | 6 | 1 | 0.03% | 0.34% | 0.88% | Q2 2014 | Q1 2023 | 16 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 16 | 16 | 0.00% | 0.22% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.11% | 0.19% | 0.42% | Q4 2019 | Q3 2023 | 16 |
DREMAN VALUE MANAGEMENT, L L C | 8 | 4 | 0.01% | 0.22% | 0.63% | Q4 2013 | Q1 2018 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 12 | 4 | 0.10% | 0.38% | 0.59% | Q4 2013 | Q4 2020 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2017 | 16 |
DC Investments Management, LLC | 11 | 5 | 0.12% | 0.92% | 2.56% | Q4 2017 | Q1 2022 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.04% | 0.13% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 9 | 6 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.07% | 0.09% | 0.12% | Q3 2018 | Q1 2023 | 15 |
USA FINANCIAL FORMULAS | 13 | 2 | 0.00% | 0.01% | 0.12% | Q3 2019 | Q2 2023 | 15 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.18% | 0.83% | Q4 2013 | Q1 2022 | 15 |
Amica Retiree Medical Trust | 11 | 1 | 0.10% | 0.17% | 0.22% | Q4 2013 | Q4 2019 | 15 |
ABNER HERRMAN & BROCK LLC | 11 | 1 | 0.03% | 0.08% | 0.19% | Q2 2016 | Q3 2023 | 15 |
Archer Investment Corp | 9 | 6 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.09% | 0.23% | 0.84% | Q4 2019 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Gladstone Institutional Advisory LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q1 2023 | 15 |
Abundance Wealth Counselors | 6 | 4 | 0.06% | 0.11% | 0.21% | Q4 2018 | Q1 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q4 2019 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.15% | 0.23% | Q2 2013 | Q4 2016 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TRAIN BABCOCK ADVISORS LLC | 15 | 15 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Baystate Wealth Management LLC | 13 | 2 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 15 |
Towercrest Capital Management | 13 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 15 |
EagleClaw Capital Managment, LLC | 15 | 15 | 0.12% | 0.27% | 0.52% | Q1 2020 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q2 2018 | 15 |
Keystone Financial Planning, Inc. | 15 | 15 | 0.17% | 1.36% | 2.77% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q4 2016 | 15 |
AMERICAN NATIONAL BANK | 8 | 7 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 15 |
Beech Hill Advisors, Inc. | 15 | 15 | 0.34% | 0.67% | 1.33% | Q1 2020 | Q3 2023 | 15 |
KWMG, LLC | 15 | 15 | 0.03% | 0.40% | 0.66% | Q3 2015 | Q1 2019 | 15 |
Arden Trust Co | 15 | 15 | 0.01% | 0.15% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Trutina Financial LLC | 15 | 15 | 0.22% | 0.28% | 0.36% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.16% | 0.36% | Q2 2013 | Q4 2016 | 15 |
NATIONAL PLANNING CORP | 15 | 15 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.05% | 0.09% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 6 | 2 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q2 2017 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q4 2016 | 15 |
CLINTON GROUP INC | 4 | 2 | 0.02% | 0.19% | 0.84% | Q3 2013 | Q3 2018 | 15 |
USCA RIA LLC | 8 | 1 | 0.06% | 0.20% | 0.50% | Q4 2015 | Q1 2020 | 15 |
Sugarloaf Wealth Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.06% | 0.09% | 0.17% | Q3 2011 | Q3 2015 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q2 2020 | 15 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.01% | 0.18% | 0.51% | Q2 2013 | Q3 2018 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.10% | 0.36% | Q1 2019 | Q3 2023 | 15 |
TSP Capital Management Group, LLC | 15 | 15 | 0.20% | 0.26% | 0.34% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BOSTON ADVISORS LLC | 15 | 15 | 0.09% | 0.22% | 0.30% | Q1 2016 | Q3 2019 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.18% | 0.25% | 0.47% | Q4 2019 | Q3 2023 | 15 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Avalon Investment & Advisory | 14 | 14 | 0.02% | 0.52% | 0.92% | Q4 2016 | Q1 2020 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.07% | 0.15% | 0.45% | Q2 2013 | Q3 2016 | 14 |
Bank OZK | 14 | 14 | 0.55% | 0.70% | 0.80% | Q2 2020 | Q3 2023 | 14 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 14 | 14 | 1.48% | 1.78% | 2.07% | Q2 2013 | Q3 2016 | 14 |
CX Institutional | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 14 |
BURNEY CO/ | 14 | 14 | 0.01% | 0.20% | 0.43% | Q3 2016 | Q4 2019 | 14 |
Convergence Investment Partners, LLC | 12 | 1 | 0.01% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 14 |
COHEN & STEERS, INC. | 14 | 14 | 0.03% | 0.22% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
LUMINUS MANAGEMENT LLC | 8 | 1 | 0.15% | 1.24% | 4.47% | Q2 2013 | Q4 2018 | 14 |
PROSPECTOR PARTNERS LLC | 14 | 14 | 0.12% | 0.60% | 1.02% | Q2 2013 | Q3 2016 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.07% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Point View Wealth Management, Inc. | 14 | 14 | 0.10% | 0.12% | 0.16% | Q3 2017 | Q4 2020 | 14 |
RENAISSANCE GROUP LLC | 14 | 14 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2016 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q1 2020 | 14 |
Sterling Capital Management LLC | 4 | 2 | 0.02% | 0.06% | 0.09% | Q4 2013 | Q3 2018 | 14 |
RATIONAL ADVISORS LLC | 8 | 2 | 0.00% | 0.02% | 0.07% | Q2 2012 | Q3 2020 | 14 |
Single Point Partners, LLC | 7 | 1 | 0.06% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.02% | 0.17% | 0.56% | Q1 2017 | Q2 2020 | 14 |
FLC Capital Advisors | 6 | 1 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q2 2023 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q1 2019 | 14 |
Matterhorn Capital Management, LLC | 14 | 14 | 1.98% | 2.71% | 4.25% | Q2 2013 | Q3 2016 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.28% | 0.37% | 0.57% | Q1 1987 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 14 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q4 2021 | 14 |
Penserra Capital Management LLC | 9 | 1 | 0.00% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Foundry Partners, LLC | 14 | 14 | 0.21% | 0.34% | 0.50% | Q1 2017 | Q2 2020 | 14 |
RELIANCE TRUST CO OF DELAWARE | 9 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2018 | 14 |
Zurich Insurance Group Ltd/FI | 12 | 2 | 0.08% | 0.14% | 0.31% | Q1 2016 | Q3 2019 | 14 |
LMR Partners LLP | 3 | 1 | 0.02% | 0.08% | 0.22% | Q2 2014 | Q4 2022 | 14 |
PAYDEN & RYGEL | 9 | 5 | 0.00% | 0.32% | 1.00% | Q2 2013 | Q3 2020 | 14 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 14 |
S&T BANK/PA | 9 | 5 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2022 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 14 | 14 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2021 | 14 |
CHEMICAL BANK | 14 | 14 | 0.04% | 0.07% | 0.12% | Q4 2013 | Q1 2017 | 14 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.05% | 0.18% | 0.43% | Q2 2015 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.16% | 0.22% | 0.27% | Q4 2013 | Q1 2017 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.01% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 14 |
Magnus Financial Group LLC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q1 2022 | 14 |
F3Logic, LLC | 14 | 14 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q1 2022 | 14 |
TOBAM | 7 | 2 | 0.00% | 0.21% | 0.76% | Q3 2014 | Q1 2022 | 14 |
WRAPMANAGER INC | 8 | 6 | 0.06% | 0.14% | 0.29% | Q2 2017 | Q1 2022 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 13 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 4 | 0.02% | 0.06% | 0.12% | Q3 2017 | Q4 2022 | 14 |
Newman Dignan & Sheerar, Inc. | 14 | 14 | 0.07% | 0.14% | 0.19% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
C M BIDWELL & ASSOCIATES LTD | 12 | 2 | 0.61% | 0.86% | 1.18% | Q2 2013 | Q1 2017 | 14 |
ACCIDENT COMPENSATION CORP | 7 | 7 | 0.09% | 0.22% | 0.50% | Q3 2016 | Q2 2020 | 14 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 14 |
SouthState Corp | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Beacon Pointe Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q1 2022 | 13 |
Keeler Thomas Management LLC | 13 | 13 | 0.25% | 0.47% | 0.69% | Q4 2017 | Q4 2020 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
PALISADE CAPITAL MANAGEMENT, LP | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.37% | 0.88% | Q2 2016 | Q3 2023 | 13 |
St. James Investment Company, LLC | 13 | 13 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 13 |
Quantinno Capital Management LP | 13 | 13 | 0.05% | 0.13% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q4 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2021 | 13 |
Orion Portfolio Solutions, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
EPG Wealth Management LLC | 11 | 2 | 0.06% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 13 |
Supplemental Annuity Collective Trust of NJ | 13 | 13 | 0.24% | 0.27% | 0.32% | Q1 2014 | Q1 2017 | 13 |
Clearstead Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Global Financial Private Capital, Inc | 13 | 13 | 0.01% | 0.19% | 0.42% | Q2 2017 | Q2 2020 | 13 |
Unigestion Holding SA | 6 | 1 | 0.01% | 1.28% | 3.19% | Q2 2018 | Q4 2022 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 13 |
Baltimore-Washington Financial Advisors, Inc. | 13 | 13 | 0.06% | 1.10% | 1.74% | Q4 2013 | Q4 2016 | 13 |
Regal Investment Advisors LLC | 10 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2022 | 13 |
Capital International Investors | 11 | 2 | 0.04% | 0.09% | 0.24% | Q2 2013 | Q1 2021 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9 | 4 | 0.06% | 0.23% | 0.40% | Q2 2020 | Q3 2023 | 13 |
Edge Wealth Management LLC | 13 | 13 | 1.36% | 1.56% | 1.92% | Q3 2020 | Q3 2023 | 13 |
Summit Global Investments | 8 | 5 | 0.02% | 0.18% | 1.46% | Q1 2018 | Q4 2022 | 13 |
Buckingham Capital Management, Inc. | 13 | 13 | 0.08% | 0.30% | 0.44% | Q2 2013 | Q2 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.02% | 0.06% | 0.14% | Q1 2015 | Q1 2018 | 13 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.01% | 0.14% | 0.51% | Q4 2014 | Q1 2023 | 13 |
Grantham, Mayo, Van Otterloo & Co. LLC | 9 | 4 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2017 | 13 |
HOWARD WEALTH MANAGEMENT, LLC | 13 | 13 | 0.22% | 0.30% | 0.45% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Arkadios Wealth Advisors | 9 | 4 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 13 |
Virtue Capital Management, LLC | 8 | 1 | 0.05% | 0.09% | 0.19% | Q1 2018 | Q3 2023 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Apriem Advisors | 13 | 13 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q2 2016 | 13 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.08% | 0.18% | Q4 2014 | Q2 2023 | 13 |
ARVEST TRUST CO N A | 8 | 5 | 0.06% | 0.31% | 0.64% | Q2 2013 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q2 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 13 |
Ruggie Capital Group | 7 | 3 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2018 | 13 |
Edgestream Partners, L.P. | 5 | 2 | 0.02% | 0.25% | 0.73% | Q3 2018 | Q3 2023 | 13 |
Clarius Group, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
FORT PITT CAPITAL GROUP, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 13 |
Altavista Wealth Management, Inc. | 5 | 1 | 0.05% | 0.07% | 0.10% | Q3 2017 | Q4 2021 | 12 |
MRA Advisory Group | 12 | 12 | 0.60% | 0.69% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Gilbert & Cook, Inc. | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.50% | 1.38% | 1.85% | Q4 2020 | Q3 2023 | 12 |
Sara-Bay Financial | 6 | 1 | 0.27% | 0.38% | 0.51% | Q2 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q3 2019 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.52% | 0.67% | 0.88% | Q4 2020 | Q3 2023 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.10% | 0.23% | 0.63% | Q1 2018 | Q3 2023 | 12 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.13% | 0.48% | Q4 2018 | Q1 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q1 2016 | 12 |
SFMG, LLC | 12 | 12 | 0.06% | 0.18% | 0.29% | Q2 2020 | Q1 2023 | 12 |
Holocene Advisors, LP | 4 | 2 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q2 2023 | 12 |
Verdence Capital Advisors LLC | 8 | 4 | 0.06% | 0.10% | 0.19% | Q4 2017 | Q1 2022 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q2 2017 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.73% | 1.25% | Q4 2012 | Q3 2015 | 12 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.16% | 0.61% | 2.34% | Q4 2013 | Q4 2019 | 12 |
Avestar Capital, LLC | 9 | 3 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q1 2021 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2016 | 12 |
ARROW FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.14% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Mascoma Wealth Management LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2021 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.19% | 0.38% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Verity Asset Management, Inc. | 7 | 5 | 0.12% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.03% | 0.07% | 0.16% | Q4 2016 | Q3 2019 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.16% | 0.25% | 0.33% | Q4 2020 | Q3 2023 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.05% | 0.30% | 0.58% | Q4 2014 | Q3 2017 | 12 |
Baron Financial Group, LLC | 8 | 4 | 0.13% | 0.14% | 0.17% | Q3 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.31% | 0.37% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Domani Wealth, LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q1 2023 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2018 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 1 | 0.07% | 0.56% | 1.41% | Q2 2014 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.12% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Strategic Wealth Partners, Ltd. | 8 | 4 | 0.00% | 0.17% | 0.52% | Q4 2017 | Q1 2023 | 12 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q2 2023 | 12 |
Altshuler Shaham Ltd | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.16% | 0.28% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 6 | 2 | 0.00% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 12 |
CenturyLink Investment Management Co | 4 | 4 | 0.07% | 0.18% | 0.28% | Q2 2013 | Q4 2019 | 12 |
CHICAGO EQUITY PARTNERS LLC | 12 | 12 | 0.03% | 0.50% | 0.88% | Q4 2013 | Q3 2016 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Numeric Investors LLC | 7 | 5 | 0.00% | 0.30% | 0.67% | Q4 2014 | Q4 2017 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Formidable Asset Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.11% | Q3 2013 | Q1 2019 | 12 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2022 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.53% | 0.59% | 0.63% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.10% | 0.12% | Q2 2013 | Q1 2016 | 12 |
WEDBUSH SECURITIES INC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2022 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Innova Wealth Partners | 12 | 12 | 0.22% | 0.24% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Grove Bank & Trust | 4 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 12 |
River Wealth Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 12 |
6 Meridian | 10 | 2 | 0.02% | 0.05% | 0.06% | Q1 2018 | Q4 2021 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.03% | 0.15% | Q1 2015 | Q1 2018 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.24% | 0.30% | 0.33% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.18% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 12 |
SII INVESTMENTS INC/WI | 8 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2017 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2015 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.33% | 0.41% | 0.52% | Q2 2013 | Q4 2015 | 11 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 1.61% | 2.52% | Q2 2013 | Q4 2015 | 11 |
Cornerstone Advisors, LLC | 8 | 1 | 0.03% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 11 |
CENTRAL BANK & TRUST CO | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 11 |
SRB CORP | 8 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q3 2018 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Joseph P. Lucia & Associates, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2023 | 11 |
Catamount Wealth Management | 11 | 11 | 0.06% | 0.07% | 0.10% | Q3 2016 | Q1 2019 | 11 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q1 2022 | 11 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Siemens Fonds Invest GmbH | 9 | 2 | 0.02% | 0.09% | 0.42% | Q4 2020 | Q3 2023 | 11 |
Kepos Capital LP | 5 | 1 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.07% | 0.15% | Q1 2015 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 8 | 3 | 0.46% | 0.56% | 0.69% | Q3 2017 | Q2 2021 | 11 |
Amundi | 10 | 10 | 0.00% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.11% | 0.16% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.07% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.12% | 0.16% | 0.24% | Q4 2020 | Q2 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
CSM Advisors, LLC | 11 | 11 | 0.44% | 0.55% | 1.01% | Q1 2021 | Q3 2023 | 11 |
Northstar Advisory Group, LLC | 8 | 3 | 0.18% | 0.22% | 0.25% | Q4 2020 | Q3 2023 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 7 | 4 | 0.06% | 0.09% | 0.11% | Q4 2017 | Q3 2020 | 11 |
Buffington Mohr McNeal | 11 | 11 | 0.06% | 0.60% | 1.15% | Q2 2015 | Q4 2017 | 11 |
Adero Partners, LLC | 6 | 1 | 0.02% | 0.05% | 0.23% | Q4 2019 | Q3 2023 | 11 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.00% | 0.04% | Q4 2017 | Q3 2023 | 11 |
Cullen Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Jackson Wealth Management, LLC | 4 | 3 | 0.13% | 0.35% | 0.73% | Q4 2014 | Q4 2019 | 11 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.01% | 0.25% | 0.62% | Q3 2013 | Q3 2020 | 11 |
WealthPLAN Partners, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q4 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.19% | 0.27% | 0.47% | Q1 2020 | Q3 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
AlphaCrest Capital Management LLC | 6 | 2 | 0.01% | 0.18% | 0.44% | Q1 2019 | Q3 2022 | 11 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 11 |
NEW YORK LIFE TRUST CO | 10 | 1 | 0.03% | 0.30% | 0.52% | Q2 2013 | Q2 2016 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2020 | 11 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 5 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 11 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.22% | Q2 2018 | Q4 2022 | 11 |
Advisory Alpha, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.30% | 0.41% | 0.53% | Q2 2015 | Q4 2017 | 11 |
Argent Trust Co | 8 | 2 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q1 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2018 | 10 |
G&S Capital LLC | 10 | 10 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q1 2020 | 10 |
Te Ahumairangi Investment Management Ltd | 10 | 10 | 0.04% | 0.18% | 0.34% | Q3 2020 | Q4 2022 | 10 |
RWA WEALTH PARTNERS, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Prime Capital Investment Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
CRA Financial Services, LLC | 6 | 4 | 0.06% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 10 |
HAMEL ASSOCIATES, INC. | 10 | 10 | 0.28% | 0.33% | 0.38% | Q4 2013 | Q1 2016 | 10 |
FARMERS TRUST CO | 10 | 10 | 0.85% | 1.33% | 1.66% | Q3 2015 | Q4 2017 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PFS INVESTMENTS INC. | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2022 | 10 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q1 2022 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2017 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.04% | 0.05% | 0.08% | Q1 2014 | Q2 2016 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
ANALYTIC INVESTORS, LLC | 9 | 1 | 0.00% | 0.09% | 0.21% | Q3 2013 | Q3 2016 | 10 |
Bayesian Capital Management, LP | 4 | 1 | 0.06% | 0.21% | 0.34% | Q1 2017 | Q3 2023 | 10 |
Brown Advisory Securities, LLC | 8 | 2 | 0.04% | 0.05% | 0.08% | Q1 2016 | Q4 2018 | 10 |
Sciencast Management LP | 2 | 1 | 0.15% | 0.51% | 0.91% | Q1 2017 | Q2 2022 | 10 |
Aris Wealth Services, Inc. | 10 | 10 | 0.01% | 0.57% | 0.68% | Q2 2013 | Q3 2015 | 10 |
Bell Bank | 10 | 10 | 0.25% | 0.46% | 0.63% | Q2 2013 | Q3 2015 | 10 |
NewEdge Advisors, LLC | 6 | 4 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2015 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 10 |
WESTPORT RESOURCES MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Krane Funds Advisors LLC | 6 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 10 |
Mount Yale Investment Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 10 |
MONECO Advisors, LLC | 10 | 10 | 0.06% | 0.10% | 0.12% | Q1 2021 | Q2 2023 | 10 |
Aptus Capital Advisors, LLC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q1 2022 | 10 |
Ausdal Financial Partners, Inc. | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q2 2023 | 10 |
RS INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q2 2021 | 10 |
Ziegler Capital Management, LLC | 8 | 2 | 0.01% | 0.07% | 0.33% | Q2 2013 | Q4 2021 | 10 |
Vectors Research Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Nikko Asset Management Americas, Inc. | 3 | 2 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q2 2018 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2022 | 10 |
Willingdon Wealth Management | 7 | 1 | 0.00% | 0.52% | 0.90% | Q4 2013 | Q3 2019 | 10 |
Ninety One North America, Inc. | 10 | 10 | 0.15% | 0.24% | 0.30% | Q4 2014 | Q1 2017 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 10 |
GLOBEFLEX CAPITAL L P | 10 | 10 | 0.16% | 0.43% | 0.66% | Q4 2013 | Q1 2016 | 10 |
MU Investments Co., Ltd. | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2015 | 10 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2022 | 10 |
GRIMES & COMPANY, INC. | 10 | 10 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q1 2016 | 10 |
High Falls Advisors, Inc | 4 | 3 | 0.06% | 0.07% | 0.10% | Q3 2018 | Q2 2023 | 10 |
Golden State Wealth Management, LLC | 9 | 1 | 0.09% | 0.13% | 0.21% | Q3 2019 | Q1 2022 | 10 |
CURIAN CAPITAL LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2015 | 9 |
LSP Investment Advisors, LLC | 9 | 9 | 0.11% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
WADE G W & INC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 9 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 9 | 9 | 1.18% | 1.51% | 1.93% | Q4 2014 | Q4 2016 | 9 |
Crewe Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
New Potomac Partners, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
EARNEST PARTNERS LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 9 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q4 2021 | 9 |
HBC Financial Services, PLLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 2 | 0.06% | 0.52% | 1.07% | Q2 2013 | Q4 2016 | 9 |
Cognios Capital, LLC | 6 | 1 | 0.24% | 0.67% | 0.94% | Q2 2015 | Q3 2018 | 9 |
SNS Financial Group, LLC | 9 | 9 | 0.04% | 0.20% | 0.30% | Q3 2021 | Q3 2023 | 9 |
HRS Investment Holdings, LLC | 9 | 9 | 0.20% | 0.26% | 0.33% | Q4 2015 | Q4 2017 | 9 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.01% | 0.07% | 0.12% | Q2 2019 | Q2 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.27% | 0.36% | 0.43% | Q3 2021 | Q3 2023 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
FIC CAPITAL INC | 9 | 9 | 1.01% | 1.56% | 1.87% | Q2 2013 | Q2 2015 | 9 |
IEQ CAPITAL, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 9 | 9 | 0.14% | 0.20% | 0.23% | Q3 2021 | Q3 2023 | 9 |
SIT INVESTMENT ASSOCIATES INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.06% | 0.17% | 0.30% | Q2 2016 | Q3 2021 | 9 |
NEEDELMAN ASSET MANAGEMENT INC | 9 | 9 | 2.09% | 2.31% | 2.51% | Q2 2013 | Q2 2015 | 9 |
Apexium Financial, LP | 9 | 9 | 0.39% | 1.05% | 1.90% | Q3 2021 | Q3 2023 | 9 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
HC FINANCIAL ADVISORS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2015 | 9 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.16% | 0.49% | Q4 2014 | Q1 2019 | 9 |
WEST BANCORPORATION INC | 5 | 4 | 0.00% | 0.07% | 0.16% | Q4 2019 | Q4 2022 | 9 |
Lee Financial Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 9 |
Castleton Investment Management LLC | 3 | 1 | 1.56% | 3.50% | 5.77% | Q4 2015 | Q4 2018 | 9 |
WealthOne, LLC | 8 | 1 | 0.10% | 0.16% | 0.22% | Q4 2018 | Q1 2021 | 9 |
ALPHASIMPLEX GROUP, LLC | 5 | 4 | 0.12% | 0.16% | 0.18% | Q1 2019 | Q2 2021 | 9 |
Integrated Wealth Management | 9 | 9 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q1 2017 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.23% | 0.27% | 0.34% | Q2 2017 | Q2 2019 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
Visium Asset Management, LP | 5 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q1 2016 | 9 |
Costello Asset Management, INC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
Ilmarinen Mutual Pension Insurance Co | 5 | 4 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 9 |
FCA CORP /TX | 9 | 9 | 0.12% | 0.17% | 0.20% | Q3 2015 | Q3 2017 | 9 |
Jupiter Investment Management Ltd | 9 | 9 | 0.00% | 0.27% | 0.63% | Q2 2014 | Q2 2016 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 8 | 1 | 0.00% | 0.11% | 0.53% | Q2 2013 | Q1 2016 | 9 |
MILES CAPITAL, INC. | 9 | 9 | 0.57% | 0.78% | 0.95% | Q1 2018 | Q1 2020 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.19% | 0.28% | 0.46% | Q2 2018 | Q2 2020 | 9 |
WASHINGTON TRUST BANK | 7 | 2 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q4 2016 | 9 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.00% | 0.60% | 1.44% | Q4 2016 | Q4 2021 | 9 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 9 |
GLG LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q4 2017 | 9 |
Eudaimonia Partners, LLC | 8 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 9 | 9 | 0.10% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q2 2021 | 9 |
SMITH ASSET MANAGEMENT GROUP LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Klingman & Associates, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.25% | 0.30% | 0.34% | Q3 2021 | Q2 2023 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.11% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Sargent Bickham Lagudis LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 8 |
DENVER INVESTMENT ADVISORS LLC | 8 | 8 | 0.06% | 0.13% | 0.17% | Q2 2016 | Q1 2018 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
MOODY LYNN & LIEBERSON, LLC | 8 | 8 | 0.02% | 0.09% | 0.26% | Q4 2021 | Q3 2023 | 8 |
DAVIDSON INVESTMENT ADVISORS | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Maryland Capital Management | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q1 2016 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 8 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.06% | Q2 2017 | Q2 2020 | 8 |
Disciplined Investments, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 8 |
WealthTrust Axiom LLC | 8 | 8 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.19% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Yaupon Capital Management LP | 4 | 1 | 0.55% | 2.23% | 5.66% | Q1 2020 | Q1 2023 | 8 |
Almanack Investment Partners, LLC. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2022 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q1 2015 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.27% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Tortoise Investment Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q4 2019 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
AHL Partners LLP | 5 | 1 | 0.01% | 0.21% | 0.80% | Q3 2014 | Q4 2017 | 8 |
Corient Capital Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Assured Investment Management LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2017 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BEACON FINANCIAL GROUP | 8 | 8 | 0.89% | 1.20% | 1.55% | Q3 2013 | Q2 2015 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Neuberger Berman Canada ULC | 6 | 1 | 0.05% | 0.11% | 0.21% | Q3 2013 | Q1 2017 | 8 |
Faithward Advisors, LLC | 7 | 1 | 0.15% | 0.19% | 0.22% | Q3 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FORA Capital, LLC | 5 | 1 | 0.02% | 0.17% | 0.33% | Q4 2019 | Q3 2022 | 8 |
Cerebellum GP, LLC | 4 | 1 | 0.01% | 0.15% | 0.29% | Q4 2017 | Q2 2020 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 2 | 0.01% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.08% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.04% | 1.53% | 3.27% | Q1 2013 | Q4 2014 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.05% | 0.15% | Q4 2020 | Q1 2023 | 8 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 1 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2022 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 8 |
Absolute Return Capital, LLC | 6 | 2 | 0.27% | 0.57% | 0.99% | Q2 2013 | Q3 2015 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 8 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.09% | 0.77% | 1.78% | Q3 2014 | Q4 2016 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2020 | 8 |
BRC Investment Management LLC | 5 | 1 | 0.79% | 1.82% | 2.68% | Q2 2013 | Q3 2016 | 8 |
New Harbor Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.19% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.37% | 0.41% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.19% | 0.22% | 0.24% | Q4 2021 | Q4 2023 | 8 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.21% | 0.41% | Q2 2019 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Israel Discount Bank of New York | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2017 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2023 | 8 |
Alpha Paradigm Partners, LLC | 8 | 8 | 0.02% | 0.12% | 0.19% | Q1 2021 | Q4 2022 | 8 |
DUALITY ADVISERS, LP | 3 | 1 | 0.04% | 0.19% | 0.53% | Q4 2018 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 6 | 2 | 0.05% | 0.69% | 1.96% | Q4 2019 | Q3 2022 | 8 |
Secure Asset Management, LLC | 6 | 2 | 0.17% | 0.36% | 0.58% | Q1 2020 | Q3 2023 | 8 |
Camarda Financial Advisors, LLC | 5 | 1 | 0.02% | 0.24% | 0.87% | Q2 2014 | Q2 2021 | 8 |
Teza Capital Management LLC | 3 | 1 | 0.14% | 0.38% | 0.67% | Q1 2017 | Q3 2022 | 8 |
COMPTON CAPITAL MANAGEMENT INC /RI | 8 | 8 | 0.10% | 0.13% | 0.16% | Q2 2020 | Q1 2022 | 8 |
Terra Nova Asset Management LLC | 8 | 8 | 1.04% | 1.36% | 1.96% | Q1 2015 | Q4 2016 | 8 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.10% | 0.20% | Q4 2015 | Q4 2022 | 8 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 0.27% | 0.31% | 0.36% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.35% | 0.51% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Ameritas Investment Company, LLC | 5 | 3 | 0.01% | 0.11% | 0.27% | Q1 2019 | Q3 2021 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2014 | Q3 2016 | 8 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.00% | 0.12% | 0.61% | Q1 2017 | Q4 2021 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.32% | 0.35% | 0.38% | Q3 2021 | Q2 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Mandatum Life Insurance Co Ltd | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q2 2017 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q2 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.17% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.10% | 0.14% | 0.32% | Q4 2017 | Q2 2021 | 7 |
Pine River Capital Management L.P. | 6 | 1 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q1 2016 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
AGF INVESTMENTS INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2021 | 7 |
Masso Torrence Wealth Management Inc. | 7 | 7 | 0.16% | 0.25% | 0.36% | Q4 2021 | Q2 2023 | 7 |
Invictus RG Pte. Ltd. | 6 | 1 | 0.06% | 0.49% | 0.70% | Q2 2013 | Q2 2015 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.05% | 0.13% | 0.26% | Q2 2014 | Q1 2020 | 7 |
Blackstart Capital LP | 4 | 3 | 3.58% | 5.50% | 7.56% | Q4 2016 | Q1 2019 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q2 2021 | 7 |
FormulaFolio Investments, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 7 |
Fusion Family Wealth LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 7 |
CARLSON CAPITAL L P | 6 | 1 | 0.09% | 0.75% | 1.07% | Q2 2013 | Q1 2020 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
LNZ Capital LP | 2 | 1 | 1.58% | 8.61% | 17.67% | Q1 2016 | Q2 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.08% | 0.19% | 0.25% | Q2 2013 | Q4 2014 | 7 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.03% | 0.16% | Q3 2019 | Q2 2023 | 7 |
Kames Capital Management Ltd | 7 | 7 | 0.13% | 0.23% | 0.42% | Q2 2013 | Q4 2014 | 7 |
Private Capital Advisors, Inc. | 7 | 7 | 0.01% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ANCHOR CAPITAL ADVISORS LLC | 7 | 7 | 0.01% | 0.09% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Personal Capital Advisors Corp | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
EVERETT HARRIS & CO /CA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 7 | 7 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q4 2016 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.07% | 0.11% | 0.14% | Q2 2018 | Q1 2020 | 7 |
Resolution Capital Ltd | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.13% | Q2 2015 | Q1 2019 | 7 |
Vigilant Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Advocacy Wealth Management Services, LLC | 6 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q1 2017 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2022 | 7 |
Community Financial Services Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Selective Wealth Management, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 7 |
Mendel Money Management | 7 | 7 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.14% | 0.30% | 0.60% | Q2 2015 | Q3 2018 | 7 |
HITE Hedge Asset Management LLC | 7 | 7 | 0.56% | 1.02% | 1.92% | Q4 2021 | Q2 2023 | 7 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 7 |
Barnett & Company, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Truehand, Inc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.06% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Main Street Research LLC | 5 | 2 | 0.04% | 1.09% | 2.06% | Q4 2014 | Q3 2016 | 7 |
Qtron Investments LLC | 6 | 1 | 0.10% | 0.17% | 0.23% | Q1 2021 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 7 |
Cypress Wealth Advisors LLC | 7 | 7 | 0.14% | 0.15% | 0.22% | Q3 2015 | Q1 2017 | 7 |
Joel Isaacson & Co., LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 7 |
Element Wealth, LLC | 7 | 7 | 0.28% | 0.34% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Sabal Trust CO | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 7 |
Foundations Investment Advisors, LLC | 5 | 2 | 0.01% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
DEERE & CO | 3 | 1 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q3 2016 | 7 |
Buckley Wealth Management, LLC | 4 | 1 | 0.07% | 0.11% | 0.15% | Q1 2020 | Q2 2023 | 7 |
AIA Group Ltd | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Meridian Wealth Partners, LLC | 7 | 7 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q2 2021 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q3 2019 | 7 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 3 | 0.29% | 0.88% | 1.40% | Q2 2013 | Q2 2020 | 7 |
Fortitude Advisory Group L.L.C. | 7 | 7 | 0.13% | 0.18% | 0.22% | Q4 2021 | Q2 2023 | 7 |
Ethic Inc. | 7 | 7 | 0.02% | 0.07% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Surevest, LLC | 4 | 3 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q3 2022 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Princeton Alpha Management LP | 3 | 1 | 0.08% | 0.23% | 0.41% | Q4 2013 | Q4 2016 | 7 |
ALETHEA CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.17% | 0.91% | 3.30% | Q1 2018 | Q1 2021 | 7 |
CATAWBA CAPITAL MANAGEMENT /VA | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q2 2018 | 7 |
Brooklyn FI, LLC | 7 | 7 | 0.12% | 0.20% | 0.24% | Q4 2021 | Q2 2023 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.14% | 0.33% | Q4 2016 | Q2 2018 | 7 |
American Beacon Advisors, Inc. | 7 | 7 | 0.63% | 0.78% | 0.86% | Q1 2017 | Q3 2018 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 7 |
JEPPSON WEALTH MANAGEMENT, LLC | 6 | 1 | 0.09% | 0.11% | 0.15% | Q3 2020 | Q2 2022 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2021 | 6 |
O'Brien Greene & Co. Inc | 5 | 1 | 0.07% | 0.12% | 0.14% | Q4 2018 | Q4 2021 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q1 2021 | 6 |
CYPRESS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.53% | 0.63% | 0.74% | Q2 2013 | Q3 2014 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.22% | 0.30% | 0.40% | Q4 2019 | Q3 2023 | 6 |
Filbrandt Wealth Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Keebeck Wealth Management, LLC | 6 | 6 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q1 2021 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.04% | 0.16% | Q4 2019 | Q4 2022 | 6 |
BRANDES INVESTMENT PARTNERS, LP | 6 | 6 | 0.09% | 0.11% | 0.14% | Q4 2012 | Q1 2014 | 6 |
NCM Capital Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2018 | 6 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.07% | 0.17% | 0.45% | Q3 2013 | Q1 2017 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q4 2023 | 6 |
CFS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Richard Bernstein Advisors LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Perpetual Investment Management Ltd | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.27% | 0.44% | 0.58% | Q1 2013 | Q2 2014 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Corton Capital Inc. | 6 | 6 | 0.14% | 0.26% | 0.42% | Q1 2022 | Q2 2023 | 6 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q1 2016 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.05% | 0.07% | 0.12% | Q1 2014 | Q2 2015 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Heritage Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2015 | 6 |
MUFG Securities EMEA plc | 3 | 1 | 0.00% | 0.06% | 0.15% | Q1 2018 | Q3 2021 | 6 |
Parkwood LLC | 2 | 1 | 0.04% | 0.07% | 0.20% | Q4 2013 | Q1 2017 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 6 |
WEXFORD CAPITAL LP | 3 | 1 | 0.09% | 0.33% | 0.54% | Q1 2019 | Q3 2022 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q2 2023 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.03% | 0.08% | 0.16% | Q1 2018 | Q2 2019 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 6 |
Ardevora Asset Management LLP | 6 | 6 | 1.19% | 1.32% | 1.54% | Q4 2014 | Q1 2016 | 6 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Euclid Advisors LLC | 3 | 1 | 0.02% | 0.25% | 0.46% | Q2 2013 | Q2 2016 | 6 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q2 2020 | 6 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Mathes Company, Inc. | 6 | 6 | 1.37% | 1.65% | 1.83% | Q3 2018 | Q4 2019 | 6 |
TriaGen Wealth Management LLC | 6 | 6 | 0.96% | 1.00% | 1.05% | Q4 2020 | Q1 2022 | 6 |
1st Global Advisors, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2017 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ellevest, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 6 |
Fiduciary Group LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Natixis Investment Managers International | 3 | 1 | 0.05% | 0.11% | 0.16% | Q1 2014 | Q3 2018 | 6 |
Stuart Chaussee & Associates, Inc. | 4 | 1 | 0.00% | 0.11% | 0.17% | Q4 2015 | Q1 2021 | 6 |
Renasant Bank | 6 | 6 | 0.19% | 0.22% | 0.26% | Q4 2020 | Q1 2022 | 6 |
Railway Pension Investments Ltd | 6 | 6 | 0.16% | 0.21% | 0.25% | Q4 2018 | Q1 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
O'Shares Investment Advisers, LLC | 6 | 6 | 0.20% | 0.22% | 0.23% | Q4 2018 | Q1 2020 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.33% | 0.95% | 2.77% | Q4 2013 | Q2 2022 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 6 |
KLINGENSTEIN FIELDS & CO LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 6 |
Independent Advisor Alliance | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Flaharty Asset Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q1 2020 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Magellan Asset Management Ltd | 6 | 6 | 0.13% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.14% | 0.24% | Q4 2018 | Q3 2022 | 6 |
Bellwether Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
Heartland Bank & Trust Co | 6 | 6 | 0.27% | 0.36% | 0.45% | Q2 2021 | Q3 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
British Airways Pensions Investment Management Ltd | 3 | 3 | 0.14% | 0.71% | 1.00% | Q4 2014 | Q2 2016 | 6 |
Towerpoint Wealth, LLC | 4 | 1 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q4 2022 | 6 |
Retirement Planning Co of New England, Inc. | 3 | 3 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q2 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.15% | 0.23% | 0.40% | Q2 2013 | Q3 2014 | 6 |
Ceredex Value Advisors LLC | 6 | 6 | 0.51% | 1.35% | 2.33% | Q1 2019 | Q2 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Ninety One SA (PTY) Ltd | 6 | 6 | 0.00% | 0.31% | 0.63% | Q2 2016 | Q3 2017 | 6 |
Ameritas Advisory Services, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
BECKER CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Veracity Capital LLC | 4 | 1 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q1 2022 | 6 |
Private Portfolio Partners LLC | 4 | 2 | 0.05% | 0.10% | 0.14% | Q2 2019 | Q1 2022 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Cadence Bank | 5 | 1 | 0.02% | 0.15% | 0.20% | Q3 2018 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Icon Wealth Partners, LLC | 4 | 1 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q1 2019 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.04% | 0.56% | 0.93% | Q2 2013 | Q2 2014 | 5 |
Ninepoint Partners LP | 3 | 2 | 0.06% | 0.12% | 0.23% | Q4 2018 | Q1 2022 | 5 |
BANKERS TRUST CO | 5 | 5 | 0.31% | 0.36% | 0.40% | Q2 2013 | Q2 2014 | 5 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.19% | 0.67% | Q4 2018 | Q3 2023 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bank of New Hampshire | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Covalis Capital LLP | 2 | 1 | 2.23% | 3.97% | 6.70% | Q4 2017 | Q1 2022 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Summit Trail Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 5 |
CAMG Solamere Management, LLC | 5 | 5 | 0.82% | 1.01% | 1.25% | Q4 2016 | Q4 2017 | 5 |
BRAVE ASSET MANAGEMENT INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q4 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.08% | 0.20% | 0.29% | Q1 2019 | Q3 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Delphia (USA) Inc. | 5 | 5 | 0.20% | 0.33% | 0.54% | Q1 2022 | Q1 2023 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.17% | 0.21% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
WEALTHSOURCE PARTNERS, LLC | 3 | 2 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 5 |
SEGALL BRYANT & HAMILL, LLC | 4 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q2 2020 | 5 |
NKCFO LLC | 5 | 5 | 0.18% | 0.19% | 0.21% | Q4 2018 | Q4 2019 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q3 2013 | Q3 2014 | 5 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2015 | 5 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.06% | 0.22% | Q1 2019 | Q1 2022 | 5 |
MENTA CAPITAL LLC | 4 | 1 | 0.06% | 0.21% | 0.30% | Q1 2015 | Q4 2016 | 5 |
Artemis Investment Management LLP | 5 | 5 | 0.08% | 0.45% | 0.72% | Q1 2015 | Q1 2016 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.11% | 0.13% | 0.17% | Q4 2019 | Q4 2020 | 5 |
ALPS ADVISORS INC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 5 |
Versor Investments LP | 1 | 1 | 0.01% | 0.08% | 0.25% | Q4 2018 | Q3 2023 | 5 |
CHARTIST INC /CA/ | 2 | 1 | 0.17% | 0.32% | 0.56% | Q4 2017 | Q3 2023 | 5 |
Jackson, Grant Investment Advisers, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2017 | 5 |
PARK NATIONAL CORP /OH/ | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q2 2015 | Q2 2016 | 5 |
Brookfield Asset Management | 5 | 5 | 0.16% | 0.29% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.00% | 0.05% | 0.14% | Q4 2014 | Q1 2022 | 5 |
Banco Santander, S.A. | 3 | 2 | 0.00% | 0.09% | 0.28% | Q3 2017 | Q2 2020 | 5 |
Hudson Bay Capital Management LP | 5 | 5 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q2 2023 | 5 |
Elite Wealth Management, Inc. | 4 | 1 | 0.03% | 0.26% | 1.20% | Q2 2013 | Q3 2014 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.02% | 0.07% | 0.10% | Q4 2018 | Q2 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q4 2021 | 5 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.12% | 0.61% | Q2 2013 | Q2 2021 | 5 |
Crestwood Advisors Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q1 2018 | 5 |
LUCUS ADVISORS LLC | 5 | 5 | 0.21% | 0.24% | 0.27% | Q4 2014 | Q4 2015 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.12% | 0.26% | 0.41% | Q4 2013 | Q1 2020 | 5 |
BOENNING & SCATTERGOOD, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q4 2017 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.13% | 0.32% | Q2 2016 | Q1 2018 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 1 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q3 2015 | 5 |
Gateway Advisory, LLC | 3 | 2 | 0.05% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q2 2021 | 5 |
FDO Partners, LLC | 3 | 2 | 0.24% | 0.40% | 0.51% | Q4 2015 | Q2 2017 | 5 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.03% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 5 |
Concert Wealth Management Inc. | 3 | 2 | 0.02% | 0.07% | 0.14% | Q4 2014 | Q3 2016 | 5 |
FIRST INTERSTATE BANK | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 5 |
SFG Wealth Management, LLC. | 5 | 5 | 0.26% | 0.46% | 0.56% | Q4 2021 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q2 2014 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.08% | 0.12% | 0.13% | Q4 2013 | Q4 2014 | 5 |
Airain ltd | 2 | 1 | 0.05% | 0.22% | 0.50% | Q4 2013 | Q2 2017 | 5 |
Diversified Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 5 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 4 | 1 | 0.06% | 1.18% | 1.70% | Q4 2021 | Q1 2023 | 5 |
Knuff & Co LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.33% | 0.40% | 0.48% | Q4 2022 | Q4 2023 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.02% | 0.21% | 0.51% | Q1 2022 | Q3 2023 | 5 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 5 |
MARSHALL & SULLIVAN INC /WA/ | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2022 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.05% | 0.15% | 0.25% | Q3 2016 | Q3 2017 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2023 | 5 |
55I, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 5 |
State of Wyoming | 3 | 2 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 5 |
HERNDON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Trilogy Capital Inc. | 5 | 5 | 0.08% | 0.11% | 0.20% | Q4 2017 | Q4 2018 | 5 |
Centenus Global Management, LP | 3 | 1 | 0.62% | 1.78% | 3.06% | Q4 2017 | Q1 2020 | 5 |
Lebenthal Holdings,LLC | 2 | 2 | 0.04% | 0.08% | 0.17% | Q2 2015 | Q2 2016 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.49% | 0.57% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.55% | 0.58% | 0.60% | Q4 2021 | Q3 2022 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 1.49% | 1.56% | 1.65% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sageworth Trust Co | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.10% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.79% | 0.87% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.55% | 0.60% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.10% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.69% | 0.76% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 1.18% | 1.30% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.30% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CABOT WEALTH MANAGEMENT INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q2 2019 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.27% | 0.31% | 0.36% | Q2 2017 | Q1 2018 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
UNIVEST FINANCIAL Corp | 3 | 1 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2020 | 4 |
Schooner Investment Group, LLC. | 3 | 1 | 0.14% | 0.29% | 0.73% | Q4 2013 | Q3 2015 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.10% | 0.26% | 0.44% | Q2 2013 | Q1 2014 | 4 |
Dynamic Capital Management Ltd | 2 | 1 | 0.15% | 0.39% | 0.74% | Q4 2013 | Q3 2017 | 4 |
Dominick & Dominick LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q3 2014 | Q2 2020 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Blume Capital Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Bellecapital International Ltd. | 4 | 4 | 0.25% | 0.26% | 0.27% | Q2 2019 | Q1 2020 | 4 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.06% | 0.49% | 0.66% | Q2 2017 | Q4 2019 | 4 |
Sunnymeath Asset Management, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q4 2016 | 4 |
Wilmington Trust Investment Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
TradeLink Global Equity LLC | 1 | 1 | 0.10% | 0.22% | 0.30% | Q2 2013 | Q4 2014 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.17% | 0.30% | 0.42% | Q4 2014 | Q4 2017 | 4 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.02% | 0.22% | 0.42% | Q2 2015 | Q2 2017 | 4 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 4 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.05% | 0.15% | Q3 2018 | Q2 2022 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q2 2016 | Q1 2017 | 4 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 1 | 0.08% | 0.10% | 0.13% | Q3 2013 | Q1 2015 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Invictus RG | 3 | 1 | 0.05% | 0.16% | 0.35% | Q1 2016 | Q3 2017 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Santa Fe Partners LLC | 1 | 1 | 0.07% | 0.20% | 0.42% | Q2 2013 | Q2 2015 | 4 |
TLP GROUP LLC | 3 | 1 | 0.00% | 0.06% | 0.13% | Q3 2016 | Q4 2017 | 4 |
Unison Advisors LLC | 4 | 4 | 0.84% | 0.86% | 0.90% | Q4 2017 | Q3 2018 | 4 |
Shelter Harbor Advisors, LP | 3 | 1 | 1.51% | 3.67% | 5.50% | Q1 2018 | Q1 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.10% | 0.38% | 0.76% | Q1 2019 | Q4 2019 | 4 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2021 | 4 |
PDS Planning, Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 4 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CSS LLC/IL | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
FRONTIER INVESTMENT MGMT CO | 4 | 4 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q2 2020 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Machina Capital S.A.S. | 1 | 1 | 0.21% | 0.44% | 0.78% | Q2 2019 | Q3 2023 | 4 |
TIEDEMANN TRUST CO | 3 | 1 | 0.03% | 0.84% | 1.17% | Q2 2015 | Q2 2016 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.16% | 0.82% | 1.09% | Q1 2020 | Q4 2020 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 4 |
Strategic Investment Advisors / MI | 3 | 1 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q3 2023 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.00% | 0.02% | 0.07% | Q2 2022 | Q1 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.02% | 0.16% | 0.44% | Q1 2021 | Q1 2022 | 4 |
MIROVA | 4 | 4 | 0.02% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.25% | 0.46% | Q1 2020 | Q3 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.07% | 0.21% | 0.40% | Q4 2020 | Q3 2022 | 4 |
Bremer Bank National Association | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Atlas Private Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Sowa Financial Group, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.13% | 0.17% | 0.22% | Q3 2020 | Q3 2023 | 4 |
Sunflower Bank, N.A. | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q4 2022 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.33% | 0.42% | 0.51% | Q4 2019 | Q3 2020 | 4 |
XTX Topco Ltd | 2 | 2 | 0.09% | 0.11% | 0.16% | Q2 2022 | Q2 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Highstreet Asset Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.05% | 0.08% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 4 |
Leucadia National | 2 | 2 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q2 2023 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q1 2023 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2018 | Q2 2019 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Atom Investors LP | 2 | 1 | 0.12% | 0.16% | 0.23% | Q1 2022 | Q4 2022 | 3 |
PLANNING DIRECTIONS INC | 1 | 1 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q4 2022 | 3 |
Quaker Wealth Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CNB Bank | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 3 |
Crabel Capital Management, LLC | 2 | 1 | 0.20% | 0.24% | 0.28% | Q1 2019 | Q4 2019 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Townsend & Associates, Inc | 3 | 3 | 1.00% | 1.10% | 1.19% | Q2 2020 | Q4 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q1 2023 | 3 |
INVICTUS PRIVATE WEALTH, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Pegasus Asset Management, Inc. | 2 | 1 | 0.09% | 0.16% | 0.20% | Q4 2017 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.24% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Coann Capital LLC | 3 | 3 | 6.24% | 8.12% | 10.28% | Q3 2021 | Q1 2022 | 3 |
Hudson Capital Management LLC | 3 | 3 | 0.18% | 0.21% | 0.22% | Q4 2017 | Q2 2018 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Platform Technology Partners | 2 | 1 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q2 2021 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Sage Capital Advisors,llc | 3 | 3 | 1.69% | 1.71% | 1.74% | Q2 2017 | Q4 2017 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q4 2017 | Q2 2018 | 3 |
BANK OF THE WEST | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q1 2020 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 3 |
NatWest Group plc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Waverton Investment Management Ltd | 2 | 1 | 0.04% | 0.08% | 0.17% | Q1 2014 | Q1 2017 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
ELCO Management Co., LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2019 | Q3 2019 | 3 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.06% | 0.75% | 1.17% | Q2 2019 | Q4 2022 | 3 |
Greenland Capital Management LP | 2 | 1 | 0.48% | 0.95% | 1.52% | Q4 2022 | Q3 2023 | 3 |
JT Stratford LLC | 3 | 3 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q4 2021 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sante Capital Fund, LP | 3 | 3 | 1.35% | 3.15% | 6.00% | Q1 2022 | Q3 2022 | 3 |
Syverson Strege & Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CONDOR CAPITAL MANAGEMENT | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q3 2019 | 3 |
Hudson Value Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2020 | Q2 2021 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Coastal Bridge Advisors, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q3 2019 | Q2 2020 | 3 |
Tiller Private Wealth, Inc. | 2 | 1 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q2 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Roble, Belko & Company, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 3 |
Parametrica Management Ltd | 2 | 1 | 0.09% | 0.18% | 0.25% | Q4 2016 | Q4 2017 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Blue Sky Asset Management, LLC | 3 | 3 | 0.20% | 0.40% | 0.62% | Q3 2018 | Q1 2019 | 3 |
Hedeker Wealth, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q4 2015 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
VICUS CAPITAL | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q1 2017 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Newfound Research LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q2 2015 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2019 | 3 |
Wharton Business Group, LLC | 3 | 3 | 0.02% | 0.11% | 0.20% | Q3 2014 | Q1 2015 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EFG Asset Management (Americas) Corp. | 3 | 3 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q2 2014 | 3 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3 | 3 | 0.06% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
ARGENT TRUST Co | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q1 2018 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ASPIRIANT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
INTRUST BANK NA | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Summit Investment Advisory Services, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
GUYASUTA INVESTMENT ADVISORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q1 2014 | Q3 2014 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q2 2014 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Paragon Capital Management Ltd | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2017 | Q4 2017 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
HB Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Allied Asset Management, Inc. | 2 | 1 | 0.04% | 0.63% | 0.96% | Q2 2013 | Q2 2014 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 3 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q4 2013 | 3 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.46% | 1.28% | Q1 2014 | Q4 2014 | 3 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 3 |
361 CAPITAL LLC | 1 | 1 | 0.16% | 0.79% | 1.54% | Q1 2016 | Q2 2019 | 3 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.00% | 0.55% | 0.87% | Q4 2013 | Q3 2023 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 1.03% | 1.07% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.39% | 0.45% | 0.50% | Q4 2022 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.02% | 0.19% | 0.52% | Q4 2022 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
FORT PITT CAPITAL GROUP INC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q1 2015 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Partners LLC | 3 | 3 | 0.58% | 0.64% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Compass Financial Group, INC/SD | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q4 2023 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 0.47% | 0.52% | 0.55% | Q4 2022 | Q3 2023 | 3 |
Wealth Management Solutions, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Aventail Capital Group, LP | 2 | 1 | 0.05% | 0.17% | 0.40% | Q2 2022 | Q2 2023 | 3 |
SteelPeak Wealth, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CUTLER INVESTMENT COUNSEL LLC | 2 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q2 2014 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q3 2014 | Q3 2020 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2022 | Q3 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Souders Financial Advisors | 3 | 3 | 0.49% | 0.54% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Douglass Winthrop Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
MQS Management LLC | 3 | 3 | 0.14% | 0.45% | 0.61% | Q4 2021 | Q2 2022 | 3 |
Oak Thistle LLC | 2 | 1 | 0.19% | 0.66% | 1.09% | Q1 2022 | Q2 2023 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q3 2022 | Q1 2023 | 3 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.33% | 0.34% | 0.34% | Q4 2016 | Q1 2017 | 2 |
Teilinger Capital Ltd. | 1 | 1 | 2.73% | 12.18% | 21.64% | Q4 2019 | Q2 2020 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.43% | 0.68% | 0.93% | Q1 2016 | Q3 2016 | 2 |
TD Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Winchester Group Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fernwood Investment Management, LLC | 1 | 1 | 0.18% | 0.20% | 0.22% | Q3 2015 | Q1 2016 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q4 2023 | 2 |
Segment Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q3 2018 | Q4 2018 | 2 |
SIR Capital Management, L.P. | 1 | 1 | 0.32% | 0.65% | 0.98% | Q1 2014 | Q3 2014 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.56% | 0.66% | 0.76% | Q1 2019 | Q3 2019 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Palisades Investment Partners, LLC | 2 | 2 | 1.57% | 1.61% | 1.65% | Q1 2014 | Q2 2014 | 2 |
HWG Holdings LP | 1 | 1 | 0.00% | 1.93% | 3.87% | Q1 2016 | Q3 2022 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.56% | 0.89% | 1.23% | Q1 2023 | Q2 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.51% | 1.51% | 1.52% | Q2 2013 | Q3 2013 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 0.43% | 0.47% | 0.51% | Q2 2015 | Q3 2015 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.16% | 0.19% | 0.22% | Q3 2015 | Q4 2015 | 2 |
Man Investments Ltd | 2 | 2 | 0.33% | 0.35% | 0.38% | Q1 2014 | Q2 2014 | 2 |
Tradeworx Inc. | 2 | 2 | 0.17% | 0.26% | 0.34% | Q1 2014 | Q2 2014 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2017 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Pegasus Partners Ltd. | 2 | 2 | 0.91% | 0.92% | 0.92% | Q2 2017 | Q3 2017 | 2 |
Round Table Services, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q2 2017 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q4 2022 | 2 |
Kalos Management, Inc. | 2 | 2 | 1.42% | 1.51% | 1.59% | Q4 2015 | Q1 2016 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Chiron Investment Management, LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q2 2022 | Q2 2023 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
SOL Capital Management CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 2 |
Coastline Trust Co | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Demars Financial Group, LLC | 2 | 2 | 2.70% | 2.82% | 2.94% | Q4 2019 | Q1 2020 | 2 |
MD Financial Management Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q4 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.36% | 0.71% | Q4 2017 | Q1 2018 | 2 |
MANA Advisors LLC | 1 | 1 | 0.93% | 1.05% | 1.17% | Q1 2019 | Q4 2019 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q2 2020 | 2 |
CYNOSURE ADVISORS, LLC | 2 | 2 | 0.35% | 0.38% | 0.40% | Q1 2018 | Q2 2018 | 2 |
Willis Investment Counsel | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q1 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Advisor OS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Bull Street Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Graypoint LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Apella Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 2 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Cerro Pacific Wealth Advisors LLC | 2 | 2 | 0.18% | 0.27% | 0.35% | Q4 2022 | Q1 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 2 |
Robbins Farley | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Prentice Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.06% | 0.13% | 0.21% | Q3 2022 | Q4 2022 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Ascent Group, LLC | 1 | 1 | 0.05% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.44% | 0.59% | 0.73% | Q4 2022 | Q1 2023 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.42% | 0.43% | 0.43% | Q2 2023 | Q3 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.28% | 0.35% | 0.43% | Q4 2022 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BANCED CORP | 2 | 2 | 0.71% | 0.72% | 0.72% | Q2 2013 | Q3 2013 | 2 |
RELIANCE TRUST CO | 2 | 2 | 0.28% | 0.29% | 0.30% | Q3 2014 | Q4 2014 | 2 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q1 2020 | Q2 2020 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.46% | 0.53% | 0.59% | Q4 2014 | Q1 2015 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Power Corp of Canada | 2 | 2 | 0.18% | 0.20% | 0.23% | Q3 2022 | Q4 2022 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ROCKLAND TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
BESSEMER SECURITIES LLC | 2 | 2 | 0.53% | 0.58% | 0.62% | Q2 2015 | Q3 2015 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2015 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2010 | Q3 2023 | 2 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.38% | 1.09% | 1.80% | Q4 2014 | Q1 2016 | 2 |
First Western Trust Bank | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2015 | Q3 2015 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Piscataqua Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Thrive Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2020 | Q3 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2015 | Q1 2015 | 1 |
WOODSTOCK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
General Partner, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Olympiad Research LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GLG Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Trek Financial, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2018 | Q2 2018 | 1 |
New World Advisors LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Wahed Invest LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
TDAM USA INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
QUALCOMM INC/DE | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Sequent Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Legg Mason Asset Management (Japan) Co., Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q3 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Weil Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Baldwin Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2015 | Q3 2015 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
Aldebaran Financial Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
EQUITY INVESTMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2014 | Q4 2014 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2015 | Q4 2015 | 1 |
Signition LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
Opera Trading Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Redwood Investments, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2014 | Q2 2014 | 1 |
Bath Savings Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Nair Vinay | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
TCG Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SG3 Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2016 | Q1 2016 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2014 | Q2 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2016 | Q1 2016 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Biltmore Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2017 | Q4 2017 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2017 | Q2 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Nexus Asset Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2013 | Q4 2013 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2018 | Q3 2018 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2019 | Q2 2019 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
AT Bancorp | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | 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 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ATLAS Infrastructure Partners (UK) Ltd. | 1 | 1 | 11.18% | 11.18% | 11.18% | Q2 2023 | Q2 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Harvest Portfolios Group Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
United Community Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own PUBLIC SVC ENTERPRISE GROUP or have owned PUBLIC SVC ENTERPRISE GROUP in the past.