Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 42 |
Citadel Advisors | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 42 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 14 | 0.00% | 0.08% | 0.25% | Q2 2020 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.08% | 0.26% | Q2 2020 | Q3 2023 | 39 |
MILLENNIUM MANAGEMENT LLC | 14 | 14 | 0.00% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 39 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 38 |
Cutler Group LLC / CA | 14 | 14 | 0.00% | 0.01% | 0.13% | Q2 2020 | Q3 2023 | 37 |
UBS Group AG | 14 | 14 | 0.00% | 0.13% | 0.42% | Q2 2020 | Q3 2023 | 37 |
D. E. Shaw & Co., Inc. | 14 | 14 | 0.00% | 0.04% | 0.24% | Q2 2020 | Q3 2023 | 37 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.08% | 0.21% | Q2 2020 | Q3 2023 | 36 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 35 |
NOMURA HOLDINGS INC | 14 | 14 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 35 |
PEAK6 Investments LLC | 14 | 14 | 0.00% | 0.03% | 0.15% | Q2 2020 | Q3 2023 | 34 |
Anchor Investment Management, LLC | 32 | 32 | 0.14% | 0.38% | 0.75% | Q1 2016 | Q4 2023 | 32 |
TWO SIGMA SECURITIES, LLC | 14 | 14 | 0.01% | 0.06% | 0.21% | Q2 2020 | Q3 2023 | 32 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 31 |
HAP Trading, LLC | 14 | 14 | 0.00% | 0.02% | 0.19% | Q2 2020 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.08% | 0.16% | 0.24% | Q1 2016 | Q3 2023 | 31 |
Walleye Trading LLC | 14 | 14 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 30 |
Capula Management Ltd | 12 | 12 | 0.01% | 0.13% | 0.38% | Q4 2020 | Q3 2023 | 30 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.04% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 28 |
CREDIT SUISSE AG/ | 14 | 14 | 0.00% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 28 |
CenterStar Asset Management, LLC | 9 | 1 | 0.00% | 0.16% | 1.41% | Q2 2020 | Q2 2023 | 27 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 5 | 0.01% | 0.09% | 0.47% | Q2 2020 | Q3 2023 | 26 |
HSBC HOLDINGS PLC | 14 | 14 | 0.00% | 0.07% | 0.22% | Q2 2020 | Q3 2023 | 26 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.18% | 2.18% | Q1 2020 | Q3 2023 | 25 |
M&T BANK CORP | 14 | 14 | 0.00% | 0.21% | 0.46% | Q2 2020 | Q3 2023 | 25 |
Point72 Asset Management, L.P. | 8 | 5 | 0.00% | 0.19% | 0.67% | Q2 2020 | Q3 2023 | 25 |
Laurion Capital Management LP | 8 | 1 | 0.00% | 0.15% | 0.58% | Q2 2020 | Q2 2023 | 24 |
TWO SIGMA INVESTMENTS, LP | 7 | 3 | 0.00% | 0.07% | 0.45% | Q2 2020 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.01% | 0.23% | 0.44% | Q2 2020 | Q3 2023 | 24 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.17% | 0.38% | Q2 2020 | Q3 2023 | 24 |
Cubist Systematic Strategies, LLC | 14 | 14 | 0.00% | 0.07% | 0.27% | Q2 2020 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.19% | 0.43% | Q2 2020 | Q3 2023 | 23 |
Wells Trecaso Financial Group, LLC | 14 | 14 | 0.00% | 1.48% | 2.96% | Q2 2020 | Q3 2023 | 22 |
CAAS CAPITAL MANAGEMENT LP | 11 | 11 | 0.01% | 0.07% | 0.19% | Q1 2021 | Q3 2023 | 22 |
Squarepoint Ops LLC | 6 | 6 | 0.00% | 0.02% | 0.14% | Q3 2020 | Q3 2023 | 22 |
WOLVERINE ASSET MANAGEMENT LLC | 13 | 13 | 0.00% | 0.05% | 0.16% | Q3 2020 | Q3 2023 | 22 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.10% | 0.55% | Q2 2020 | Q3 2023 | 22 |
MARSHALL WACE, LLP | 8 | 2 | 0.00% | 0.05% | 0.53% | Q1 2020 | Q3 2023 | 21 |
Verition Fund Management LLC | 13 | 13 | 0.00% | 0.03% | 0.13% | Q3 2020 | Q3 2023 | 20 |
AMG National Trust Bank | 14 | 14 | 0.00% | 0.22% | 0.39% | Q2 2020 | Q3 2023 | 20 |
Moors & Cabot, Inc. | 14 | 14 | 0.00% | 0.49% | 0.80% | Q2 2020 | Q3 2023 | 19 |
Point72 Hong Kong Ltd | 8 | 8 | 0.01% | 0.10% | 0.31% | Q4 2020 | Q3 2022 | 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 14 | 0.00% | 0.26% | 0.38% | Q2 2020 | Q3 2023 | 18 |
CLEAR STREET MARKETS LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q3 2020 | Q2 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 2 | 0.01% | 0.22% | 0.74% | Q2 2020 | Q2 2023 | 18 |
CWM, LLC | 10 | 8 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 18 |
BlackRock Inc. | 14 | 14 | 0.00% | 0.20% | 0.32% | Q2 2020 | Q3 2023 | 18 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 18 |
SCOPUS ASSET MANAGEMENT, L.P. | 9 | 1 | 0.06% | 0.25% | 0.77% | Q2 2020 | Q4 2022 | 18 |
Schonfeld Strategic Advisors LLC | 11 | 2 | 0.00% | 0.09% | 0.29% | Q2 2020 | Q3 2023 | 17 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 4 | 0.01% | 0.04% | 0.21% | Q2 2020 | Q3 2023 | 17 |
Canal Insurance CO | 14 | 14 | 0.02% | 2.73% | 4.94% | Q2 2020 | Q3 2023 | 17 |
Creative Planning | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 17 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.00% | 0.16% | 0.30% | Q2 2020 | Q3 2023 | 17 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.05% | 0.15% | Q1 2022 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 14 | 14 | 0.00% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 17 |
Avestar Capital, LLC | 14 | 14 | 0.10% | 0.22% | 0.40% | Q2 2020 | Q3 2023 | 17 |
Royal Fund Management, LLC | 14 | 14 | 0.04% | 0.88% | 1.68% | Q2 2020 | Q3 2023 | 17 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 16 |
Calamos Advisors LLC | 14 | 14 | 0.03% | 0.36% | 0.51% | Q2 2020 | Q3 2023 | 16 |
ROWLANDMILLER & PARTNERS.ADV | 16 | 16 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2023 | 16 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.01% | 0.57% | 0.87% | Q2 2020 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.29% | 0.43% | Q1 2020 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 16 |
Curbstone Financial Management Corp | 16 | 16 | 0.41% | 0.56% | 0.69% | Q1 2020 | Q4 2023 | 16 |
MAI Capital Management | 14 | 14 | 0.02% | 0.45% | 0.67% | Q2 2020 | Q3 2023 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 16 |
Parallel Advisors, LLC | 15 | 15 | 0.08% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Harbour Capital Advisors, LLC | 15 | 15 | 0.51% | 0.84% | 1.15% | Q2 2020 | Q4 2023 | 15 |
FULTON BANK, N.A. | 15 | 15 | 0.04% | 0.10% | 0.15% | Q2 2020 | Q4 2023 | 15 |
Cetera Investment Advisers | 14 | 14 | 0.00% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 15 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 15 | 15 | 0.24% | 0.30% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.04% | 0.16% | 1.52% | Q2 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 15 |
NISA INVESTMENT ADVISORS, LLC | 15 | 15 | 0.22% | 0.28% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Pointe Capital Management LLC | 15 | 15 | 0.84% | 1.12% | 1.41% | Q1 2020 | Q3 2023 | 15 |
StrongBox Wealth, LLC | 15 | 15 | 0.63% | 1.25% | 2.12% | Q2 2020 | Q4 2023 | 15 |
APPLETON PARTNERS INC/MA | 15 | 15 | 0.04% | 0.64% | 1.04% | Q2 2020 | Q4 2023 | 15 |
AllSquare Wealth Management LLC | 15 | 15 | 0.11% | 0.17% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.08% | 0.14% | 0.28% | Q1 2020 | Q3 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 15 | 15 | 0.01% | 0.10% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Pacer Advisors, Inc. | 15 | 15 | 0.00% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Atlas Private Wealth Management, LLC | 15 | 15 | 0.19% | 0.31% | 0.51% | Q1 2020 | Q3 2023 | 15 |
Pacifica Partners Inc. | 15 | 15 | 0.95% | 1.14% | 1.50% | Q2 2020 | Q4 2023 | 15 |
THOMPSON SIEGEL & WALMSLEY LLC | 15 | 15 | 0.01% | 0.13% | 0.21% | Q1 2020 | Q3 2023 | 15 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.16% | 0.77% | 1.17% | Q1 2020 | Q3 2023 | 15 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.31% | 0.55% | 0.85% | Q1 2020 | Q3 2023 | 15 |
WOODSTOCK CORP | 15 | 15 | 1.30% | 1.59% | 1.90% | Q2 2020 | Q4 2023 | 15 |
M&R CAPITAL MANAGEMENT INC | 15 | 15 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q4 2023 | 15 |
BEACH INVESTMENT COUNSEL INC/PA | 15 | 15 | 0.02% | 0.46% | 0.91% | Q2 2020 | Q4 2023 | 15 |
Stonebridge Capital Advisors LLC | 15 | 15 | 0.04% | 0.34% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Somerset Trust Co | 15 | 15 | 0.97% | 1.25% | 1.53% | Q2 2020 | Q4 2023 | 15 |
Capital International Sarl | 15 | 15 | 0.08% | 0.32% | 0.66% | Q1 2020 | Q3 2023 | 15 |
SHUFRO ROSE & CO LLC | 14 | 14 | 0.01% | 0.07% | 0.37% | Q2 2020 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.10% | 0.29% | 0.82% | Q1 2020 | Q3 2023 | 15 |
Lowe Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q4 2023 | 15 |
Williams Jones Wealth Management, LLC. | 15 | 15 | 0.07% | 0.17% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Arden Trust Co | 15 | 15 | 0.21% | 0.87% | 1.36% | Q2 2020 | Q4 2023 | 15 |
Weaver Consulting Group | 15 | 15 | 0.11% | 0.17% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 15 | 15 | 0.14% | 0.22% | 0.31% | Q1 2020 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2023 | 15 |
Strategic Blueprint, LLC | 14 | 14 | 0.01% | 0.19% | 0.53% | Q2 2020 | Q3 2023 | 15 |
Pure Financial Advisors, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2023 | 15 |
Fernwood Investment Management, LLC | 15 | 15 | 0.11% | 0.19% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.49% | 0.64% | 0.83% | Q1 2020 | Q3 2023 | 15 |
Capital International Investors | 15 | 15 | 0.45% | 0.84% | 1.42% | Q1 2020 | Q3 2023 | 15 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 15 | 15 | 0.23% | 0.30% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Capital International, Inc./CA/ | 15 | 15 | 0.01% | 0.20% | 0.56% | Q1 2020 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.07% | 0.15% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Column Capital Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Bartlett & Co. LLC | 15 | 15 | 0.26% | 0.38% | 1.21% | Q2 2020 | Q4 2023 | 15 |
9258 Wealth Management, LLC | 15 | 15 | 0.16% | 0.27% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 10 | 3 | 0.00% | 0.17% | 0.64% | Q2 2020 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
South Dakota Investment Council | 15 | 15 | 0.12% | 0.30% | 0.38% | Q1 2020 | Q3 2023 | 15 |
EXCALIBUR MANAGEMENT CORP | 15 | 15 | 0.59% | 0.80% | 1.09% | Q1 2020 | Q3 2023 | 15 |
Pinkerton Retirement Specialists, LLC | 15 | 15 | 0.92% | 1.18% | 1.84% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.00% | 0.54% | 0.74% | Q2 2020 | Q3 2023 | 15 |
Principle Wealth Partners LLC | 15 | 15 | 0.57% | 1.13% | 1.49% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.08% | 0.21% | 0.57% | Q1 2020 | Q3 2023 | 15 |
PARK NATIONAL CORP /OH/ | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2023 | 15 |
Diversified Trust Co | 15 | 15 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q4 2023 | 15 |
CX Institutional | 15 | 15 | 0.02% | 0.08% | 0.37% | Q1 2020 | Q3 2023 | 15 |
GIRARD PARTNERS LTD. | 15 | 15 | 0.04% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.11% | 0.27% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Versant Capital Management, Inc | 15 | 15 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q4 2023 | 15 |
CHEMUNG CANAL TRUST CO | 15 | 15 | 0.19% | 0.68% | 1.50% | Q2 2020 | Q4 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.00% | 0.04% | 0.59% | Q2 2020 | Q4 2023 | 15 |
Ensign Peak Advisors, Inc | 15 | 15 | 0.03% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
CACTI ASSET MANAGEMENT LLC | 15 | 15 | 1.90% | 2.23% | 2.80% | Q2 2020 | Q4 2023 | 15 |
Prime Capital Investment Advisors, LLC | 15 | 15 | 0.01% | 0.26% | 0.91% | Q1 2020 | Q3 2023 | 15 |
NEVILLE RODIE & SHAW INC | 15 | 15 | 0.47% | 0.60% | 0.78% | Q2 2020 | Q4 2023 | 15 |
Vigilare Wealth Management | 15 | 15 | 0.31% | 0.79% | 1.61% | Q2 2020 | Q4 2023 | 15 |
Crestwood Advisors Group, LLC | 15 | 15 | 0.05% | 0.14% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Plante Moran Financial Advisors, LLC | 15 | 15 | 0.02% | 0.09% | 0.25% | Q1 2020 | Q3 2023 | 15 |
MainStreet Investment Advisors LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
First National Bank of Mount Dora, Trust Investment Services | 15 | 15 | 0.15% | 0.72% | 1.56% | Q2 2020 | Q4 2023 | 15 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.45% | 0.59% | 0.70% | Q2 2020 | Q4 2023 | 15 |
Capital Research Global Investors | 15 | 15 | 0.60% | 1.38% | 2.46% | Q1 2020 | Q3 2023 | 15 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.14% | 0.31% | Q2 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 14 | 14 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.06% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 15 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 14 | 14 | 0.06% | 0.54% | 0.90% | Q2 2020 | Q3 2023 | 15 |
MEANS INVESTMENT CO., INC. | 14 | 14 | 0.01% | 0.24% | 0.30% | Q2 2020 | Q3 2023 | 15 |
Atlas Brown,Inc. | 15 | 15 | 0.23% | 0.52% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Horrell Capital Management, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Aureus Asset Management, LLC | 15 | 15 | 0.04% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
MEYER HANDELMAN CO | 15 | 15 | 0.60% | 0.78% | 0.95% | Q1 2020 | Q3 2023 | 15 |
North Star Investment Management Corp. | 15 | 15 | 0.03% | 0.08% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Buffington Mohr McNeal | 15 | 15 | 0.15% | 0.34% | 1.21% | Q1 2020 | Q3 2023 | 15 |
BARR E S & CO | 15 | 15 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Pinnacle Wealth Planning Services, Inc. | 15 | 15 | 0.08% | 0.16% | 0.22% | Q1 2020 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 15 | 0.29% | 0.55% | 0.78% | Q2 2020 | Q4 2023 | 15 |
COUNTRY TRUST BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 15 |
ADELL HARRIMAN & CARPENTER INC | 15 | 15 | 0.34% | 0.87% | 1.31% | Q1 2020 | Q3 2023 | 15 |
ARGENT CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15 | 15 | 0.04% | 0.12% | 0.23% | Q1 2020 | Q3 2023 | 15 |
LYNCH & ASSOCIATES/IN | 15 | 15 | 0.47% | 0.63% | 0.79% | Q2 2020 | Q4 2023 | 15 |
Bogart Wealth, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Abbot Financial Management, Inc. | 15 | 15 | 0.43% | 0.68% | 0.96% | Q1 2020 | Q3 2023 | 15 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 15 | 15 | 0.10% | 1.06% | 1.79% | Q1 2020 | Q3 2023 | 15 |
Franklin, Parlapiano, Turner & Welch, LLC | 15 | 15 | 1.76% | 2.19% | 2.62% | Q1 2020 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 15 | 15 | 0.17% | 0.25% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Bienville Capital Management, LLC | 14 | 14 | 0.03% | 0.13% | 0.29% | Q2 2020 | Q3 2023 | 14 |
SHELTON CAPITAL MANAGEMENT | 14 | 14 | 0.08% | 0.39% | 0.71% | Q2 2020 | Q3 2023 | 14 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 14 | 14 | 0.22% | 0.32% | 0.40% | Q2 2020 | Q3 2023 | 14 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.36% | 0.47% | 0.62% | Q2 2020 | Q3 2023 | 14 |
TOMPKINS FINANCIAL CORP | 10 | 4 | 0.03% | 0.07% | 0.09% | Q2 2020 | Q4 2023 | 14 |
SEGALL BRYANT & HAMILL, LLC | 14 | 14 | 0.09% | 0.45% | 0.73% | Q2 2020 | Q3 2023 | 14 |
FISHMAN JAY A LTD/MI | 14 | 14 | 1.05% | 2.00% | 2.77% | Q2 2020 | Q3 2023 | 14 |
BRIDGES INVESTMENT MANAGEMENT INC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
MARTIN & CO INC /TN/ | 14 | 14 | 0.20% | 0.26% | 0.31% | Q2 2020 | Q3 2023 | 14 |
DEPRINCE RACE & ZOLLO INC | 14 | 14 | 0.70% | 0.90% | 1.01% | Q2 2020 | Q3 2023 | 14 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 14 | 1.08% | 1.38% | 1.77% | Q2 2020 | Q3 2023 | 14 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 14 | 0.87% | 1.47% | 1.77% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.17% | 0.52% | 0.96% | Q2 2020 | Q3 2023 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN STREET ADVISORS INC /NC | 14 | 14 | 0.07% | 0.74% | 2.44% | Q2 2020 | Q3 2023 | 14 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 14 | 14 | 0.54% | 1.54% | 2.24% | Q2 2020 | Q3 2023 | 14 |
MASTRAPASQUA ASSET MANAGEMENT INC | 14 | 14 | 1.61% | 2.01% | 2.55% | Q2 2020 | Q3 2023 | 14 |
COURIER CAPITAL LLC | 14 | 14 | 0.22% | 0.28% | 0.37% | Q2 2020 | Q3 2023 | 14 |
EDMP, INC. | 14 | 14 | 0.90% | 1.35% | 1.70% | Q2 2020 | Q3 2023 | 14 |
NATIXIS ADVISORS, L.P. | 14 | 14 | 0.13% | 0.23% | 0.32% | Q2 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 14 | 0.30% | 0.37% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Smithfield Trust Co | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Pekin Hardy Strauss, Inc. | 14 | 14 | 0.11% | 0.27% | 0.41% | Q2 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 14 | 14 | 0.25% | 0.33% | 0.38% | Q2 2020 | Q3 2023 | 14 |
ROTHSCHILD INVESTMENT LLC /IL | 14 | 14 | 0.12% | 0.17% | 0.23% | Q2 2020 | Q3 2023 | 14 |
CIBC Asset Management Inc | 14 | 14 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.15% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.12% | 0.32% | 0.70% | Q2 2020 | Q3 2023 | 14 |
PRIVATE ASSET MANAGEMENT INC | 14 | 14 | 1.32% | 2.07% | 2.62% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROUP INC | 14 | 14 | 0.22% | 0.28% | 0.34% | Q2 2020 | Q3 2023 | 14 |
FUKOKU MUTUAL LIFE INSURANCE Co | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
PARADIGM ASSET MANAGEMENT CO LLC | 14 | 14 | 0.10% | 0.50% | 0.88% | Q2 2020 | Q3 2023 | 14 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 14 | 14 | 0.48% | 0.61% | 0.75% | Q2 2020 | Q3 2023 | 14 |
INTRUST BANK NA | 14 | 14 | 0.16% | 0.22% | 0.29% | Q2 2020 | Q3 2023 | 14 |
PITTENGER & ANDERSON INC | 14 | 14 | 0.16% | 0.27% | 0.58% | Q2 2020 | Q3 2023 | 14 |
SECURIAN ASSET MANAGEMENT, INC | 14 | 14 | 0.20% | 0.25% | 0.34% | Q2 2020 | Q3 2023 | 14 |
EADS & HEALD WEALTH MANAGEMENT | 14 | 14 | 0.31% | 0.37% | 0.45% | Q2 2020 | Q3 2023 | 14 |
ABNER HERRMAN & BROCK LLC | 14 | 14 | 0.15% | 1.14% | 2.75% | Q2 2020 | Q3 2023 | 14 |
ING GROEP NV | 14 | 14 | 0.03% | 0.18% | 0.32% | Q2 2020 | Q3 2023 | 14 |
BOSTON FAMILY OFFICE LLC | 14 | 14 | 0.05% | 0.08% | 0.21% | Q2 2020 | Q3 2023 | 14 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 14 | 0.06% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PATTEN & PATTEN INC/TN | 14 | 14 | 0.79% | 1.03% | 1.29% | Q2 2020 | Q3 2023 | 14 |
ATWOOD & PALMER INC | 14 | 14 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q3 2023 | 14 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 14 | 14 | 0.09% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 14 |
BURNS J W & CO INC/NY | 14 | 14 | 1.04% | 1.34% | 1.74% | Q2 2020 | Q3 2023 | 14 |
MITCHELL SINKLER & STARR/PA | 14 | 14 | 0.44% | 0.99% | 1.62% | Q2 2020 | Q3 2023 | 14 |
LSV ASSET MANAGEMENT | 14 | 14 | 0.02% | 0.05% | 0.31% | Q2 2020 | Q3 2023 | 14 |
PEAPACK GLADSTONE FINANCIAL CORP | 14 | 14 | 0.33% | 0.44% | 0.54% | Q2 2020 | Q3 2023 | 14 |
LVM CAPITAL MANAGEMENT LTD/MI | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
BOSTON FINANCIAL MANGEMENT LLC | 14 | 14 | 0.06% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 14 |
PUZO MICHAEL J | 14 | 14 | 1.58% | 2.31% | 3.14% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
DILLON & ASSOCIATES INC | 14 | 14 | 1.10% | 1.50% | 2.05% | Q2 2020 | Q3 2023 | 14 |
WELCH & FORBES LLC | 14 | 14 | 1.40% | 1.70% | 2.09% | Q2 2020 | Q3 2023 | 14 |
Tufton Capital Management | 14 | 14 | 0.85% | 1.53% | 1.97% | Q2 2020 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 14 | 0.14% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
TD ASSET MANAGEMENT INC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Palouse Capital Management, Inc. | 14 | 14 | 0.82% | 1.04% | 1.25% | Q2 2020 | Q3 2023 | 14 |
CIBC WORLD MARKETS CORP | 14 | 14 | 0.02% | 0.12% | 0.38% | Q2 2020 | Q3 2023 | 14 |
NORTH STAR ASSET MANAGEMENT INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PEOPLES FINANCIAL SERVICES CORP. | 14 | 14 | 0.33% | 0.42% | 0.47% | Q2 2020 | Q3 2023 | 14 |
EVERMAY WEALTH MANAGEMENT LLC | 14 | 14 | 0.09% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.09% | 0.28% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Asset Management One Co., Ltd. | 14 | 14 | 0.18% | 0.24% | 0.28% | Q2 2020 | Q3 2023 | 14 |
MAIRS & POWER INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TODD ASSET MANAGEMENT LLC | 14 | 14 | 0.01% | 0.37% | 1.02% | Q2 2020 | Q3 2023 | 14 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
BECK MACK & OLIVER LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CAMBRIDGE TRUST CO | 14 | 14 | 0.06% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 14 |
LCNB CORP | 14 | 14 | 0.22% | 0.31% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Advanced Asset Management Advisors Inc | 14 | 14 | 0.71% | 0.93% | 1.18% | Q2 2020 | Q3 2023 | 14 |
BOWEN HANES & CO INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
GREAT LAKES ADVISORS, LLC | 14 | 14 | 0.02% | 0.26% | 1.04% | Q2 2020 | Q3 2023 | 14 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 14 | 14 | 0.96% | 1.26% | 1.66% | Q2 2020 | Q3 2023 | 14 |
HOWLAND CAPITAL MANAGEMENT LLC | 14 | 14 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
WASHINGTON TRUST Co | 14 | 14 | 0.02% | 0.63% | 0.94% | Q2 2020 | Q3 2023 | 14 |
Peloton Wealth Strategists | 14 | 14 | 1.87% | 2.47% | 2.95% | Q2 2020 | Q3 2023 | 14 |
AR ASSET MANAGEMENT INC | 14 | 14 | 0.29% | 0.40% | 0.50% | Q2 2020 | Q3 2023 | 14 |
VAN STRUM & TOWNE INC. | 14 | 14 | 0.48% | 0.61% | 0.69% | Q2 2020 | Q3 2023 | 14 |
VALICENTI ADVISORY SERVICES INC | 14 | 14 | 1.88% | 2.24% | 2.81% | Q2 2020 | Q3 2023 | 14 |
PROSPECTOR PARTNERS LLC | 14 | 14 | 0.39% | 0.69% | 0.78% | Q2 2020 | Q3 2023 | 14 |
MARCO INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.11% | 0.32% | 0.61% | Q2 2020 | Q3 2023 | 14 |
Selway Asset Management | 14 | 14 | 0.64% | 1.00% | 1.35% | Q2 2020 | Q3 2023 | 14 |
COLONY GROUP LLC | 14 | 14 | 0.12% | 0.21% | 0.28% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.24% | 0.31% | 0.40% | Q2 2020 | Q3 2023 | 14 |
NORTHEAST INVESTMENT MANAGEMENT | 14 | 14 | 0.12% | 0.19% | 0.47% | Q2 2020 | Q3 2023 | 14 |
S&CO INC | 14 | 14 | 0.11% | 0.14% | 0.19% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.10% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 14 |
GREENWOOD GEARHART INC | 9 | 5 | 0.05% | 0.41% | 1.67% | Q1 2020 | Q3 2023 | 14 |
SIGMA INVESTMENT COUNSELORS INC | 14 | 14 | 0.15% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FIRST FOUNDATION ADVISORS | 14 | 14 | 0.04% | 0.08% | 0.19% | Q2 2020 | Q3 2023 | 14 |
BOURGEON CAPITAL MANAGEMENT LLC | 14 | 14 | 0.15% | 1.08% | 2.51% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.25% | 0.38% | 0.48% | Q2 2020 | Q3 2023 | 14 |
KEYBANK NATIONAL ASSOCIATION/OH | 14 | 14 | 0.34% | 0.46% | 0.59% | Q2 2020 | Q3 2023 | 14 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 14 | 14 | 0.09% | 0.25% | 0.44% | Q2 2020 | Q3 2023 | 14 |
FIRST CITIZENS BANK & TRUST CO | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NORRIS PERNE & FRENCH LLP/MI | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
ALTA CAPITAL MANAGEMENT LLC/ | 14 | 14 | 0.96% | 1.29% | 1.69% | Q2 2020 | Q3 2023 | 14 |
Markel Corporation | 14 | 14 | 0.20% | 0.25% | 0.31% | Q2 2020 | Q3 2023 | 14 |
BAXTER BROS INC | 14 | 14 | 0.71% | 0.88% | 1.09% | Q2 2020 | Q3 2023 | 14 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 14 | 14 | 3.28% | 4.09% | 4.85% | Q2 2020 | Q3 2023 | 14 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 14 | 14 | 1.31% | 1.92% | 2.60% | Q2 2020 | Q3 2023 | 14 |
AUXIER ASSET MANAGEMENT | 14 | 14 | 0.37% | 0.46% | 0.54% | Q2 2020 | Q3 2023 | 14 |
JENSEN INVESTMENT MANAGEMENT INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.08% | 0.19% | 0.30% | Q2 2020 | Q3 2023 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 14 | 14 | 0.10% | 0.38% | 0.58% | Q2 2020 | Q3 2023 | 14 |
PENN DAVIS MCFARLAND INC | 14 | 14 | 1.11% | 2.87% | 3.89% | Q2 2020 | Q3 2023 | 14 |
KCM INVESTMENT ADVISORS LLC | 14 | 14 | 0.06% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.15% | 0.26% | 0.40% | Q2 2020 | Q3 2023 | 14 |
PHILADELPHIA TRUST CO | 14 | 14 | 2.02% | 2.56% | 3.23% | Q2 2020 | Q3 2023 | 14 |
GATEWAY INVESTMENT ADVISERS LLC | 14 | 14 | 0.56% | 0.66% | 0.86% | Q2 2020 | Q3 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 14 | 0.04% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.22% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 14 | 14 | 0.02% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
LOGAN CAPITAL MANAGEMENT INC | 14 | 14 | 0.04% | 0.30% | 0.71% | Q2 2020 | Q3 2023 | 14 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 14 | 14 | 0.23% | 0.47% | 0.59% | Q2 2020 | Q3 2023 | 14 |
AMI INVESTMENT MANAGEMENT INC | 14 | 14 | 0.63% | 1.16% | 1.85% | Q2 2020 | Q3 2023 | 14 |
Family Capital Trust Co | 14 | 14 | 0.78% | 1.20% | 1.69% | Q2 2020 | Q3 2023 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
FIRST TRUST ADVISORS LP | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.09% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
EASTERN BANK | 14 | 14 | 0.05% | 1.05% | 1.31% | Q2 2020 | Q3 2023 | 14 |
MOGY JOEL R INVESTMENT COUNSEL INC | 14 | 14 | 0.14% | 0.40% | 0.68% | Q2 2020 | Q3 2023 | 14 |
PETTYJOHN, WOOD & WHITE, INC | 14 | 14 | 0.96% | 1.24% | 1.58% | Q2 2020 | Q3 2023 | 14 |
PROFUND ADVISORS LLC | 14 | 14 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
WADE G W & INC | 14 | 14 | 0.22% | 0.76% | 0.88% | Q2 2020 | Q3 2023 | 14 |
NORTHSTAR ASSET MANAGEMENT LLC | 14 | 14 | 0.49% | 0.65% | 0.86% | Q2 2020 | Q3 2023 | 14 |
MONETARY MANAGEMENT GROUP INC | 14 | 14 | 0.19% | 0.33% | 0.45% | Q2 2020 | Q3 2023 | 14 |
DAVIDSON TRUST CO | 14 | 14 | 0.75% | 0.85% | 1.10% | Q2 2020 | Q3 2023 | 14 |
WOODMONT INVESTMENT COUNSEL LLC | 14 | 14 | 0.11% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
HYMAN CHARLES D | 14 | 14 | 0.51% | 0.68% | 0.84% | Q2 2020 | Q3 2023 | 14 |
WHITE PINE CAPITAL LLC | 14 | 14 | 0.17% | 0.23% | 0.32% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.15% | 0.33% | 0.46% | Q2 2020 | Q3 2023 | 14 |
AVIVA PLC | 14 | 14 | 0.30% | 0.42% | 0.61% | Q2 2020 | Q3 2023 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 14 | 14 | 0.05% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 14 |
DAVIDSON INVESTMENT ADVISORS | 14 | 14 | 0.84% | 1.17% | 1.44% | Q2 2020 | Q3 2023 | 14 |
NICHOLS & PRATT ADVISERS LLP /MA | 14 | 14 | 0.20% | 0.64% | 1.22% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 14 | 14 | 0.14% | 0.19% | 0.30% | Q2 2020 | Q3 2023 | 14 |
SHEETS SMITH WEALTH MANAGEMENT | 14 | 14 | 0.05% | 0.09% | 0.17% | Q2 2020 | Q3 2023 | 14 |
SPINNAKER TRUST | 14 | 14 | 0.31% | 0.49% | 0.65% | Q2 2020 | Q3 2023 | 14 |
CULLINAN ASSOCIATES INC | 14 | 14 | 0.31% | 0.71% | 0.94% | Q2 2020 | Q3 2023 | 14 |
GREENLEAF TRUST | 14 | 14 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CI INVESTMENTS INC. | 14 | 14 | 0.00% | 0.12% | 0.35% | Q2 2020 | Q3 2023 | 14 |
FOSTER & MOTLEY INC | 14 | 14 | 0.07% | 0.11% | 0.25% | Q2 2020 | Q3 2023 | 14 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 4 | 0.51% | 0.67% | 0.85% | Q2 2020 | Q4 2023 | 14 |
KANAWHA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.92% | 1.19% | 1.47% | Q2 2020 | Q3 2023 | 14 |
Chesley Taft & Associates LLC | 14 | 14 | 0.27% | 0.44% | 1.03% | Q2 2020 | Q3 2023 | 14 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 14 | 14 | 0.33% | 0.48% | 0.69% | Q2 2020 | Q3 2023 | 14 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 14 | 14 | 0.30% | 0.48% | 1.42% | Q2 2020 | Q3 2023 | 14 |
Natixis Investment Managers International | 14 | 14 | 0.08% | 0.57% | 3.84% | Q2 2020 | Q3 2023 | 14 |
ALTRINSIC GLOBAL ADVISORS LLC | 14 | 14 | 0.41% | 0.83% | 1.24% | Q2 2020 | Q3 2023 | 14 |
AQR Capital Management | 14 | 14 | 0.01% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CENTRAL BANK & TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CIM INVESTMENT MANAGEMENT INC | 14 | 14 | 0.31% | 0.45% | 0.52% | Q2 2020 | Q3 2023 | 14 |
CREDIT AGRICOLE S A | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
DEARBORN PARTNERS LLC | 14 | 14 | 0.21% | 0.35% | 0.47% | Q2 2020 | Q3 2023 | 14 |
LAZARD ASSET MANAGEMENT LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.12% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.23% | 0.29% | 0.36% | Q2 2020 | Q3 2023 | 14 |
SOMERVILLE KURT F | 14 | 14 | 0.95% | 1.32% | 1.76% | Q2 2020 | Q3 2023 | 14 |
WATERS PARKERSON & CO., LLC | 14 | 14 | 0.13% | 0.19% | 0.22% | Q2 2020 | Q3 2023 | 14 |
TEXAS PERMANENT SCHOOL FUND CORP | 14 | 14 | 0.21% | 0.26% | 0.32% | Q2 2020 | Q3 2023 | 14 |
GUARDIAN CAPITAL LP | 14 | 14 | 0.03% | 0.07% | 0.32% | Q2 2020 | Q3 2023 | 14 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.09% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.54% | 1.65% | 2.78% | Q2 2020 | Q3 2023 | 14 |
OXFORD FINANCIAL GROUP, LTD. LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 14 | 14 | 2.14% | 3.08% | 3.82% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Hilltop Holdings Inc. | 14 | 14 | 0.08% | 0.16% | 0.25% | Q2 2020 | Q3 2023 | 14 |
WRAPMANAGER INC | 14 | 14 | 0.07% | 0.12% | 0.24% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 14 | 0.48% | 0.75% | 1.00% | Q2 2020 | Q3 2023 | 14 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 14 | 14 | 0.46% | 0.61% | 0.73% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON GROUP PLC | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL TRUST CO | 14 | 14 | 0.44% | 0.54% | 0.65% | Q2 2020 | Q3 2023 | 14 |
PRIVATE TRUST CO NA | 14 | 14 | 0.24% | 0.37% | 0.51% | Q2 2020 | Q3 2023 | 14 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 14 | 14 | 1.15% | 1.30% | 1.48% | Q2 2020 | Q3 2023 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 14 | 0.12% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
CINCINNATI INSURANCE CO | 14 | 14 | 1.50% | 1.85% | 2.26% | Q2 2020 | Q3 2023 | 14 |
CINCINNATI CASUALTY CO | 14 | 14 | 1.80% | 2.14% | 2.51% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.02% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
NTV ASSET MANAGEMENT LLC | 14 | 14 | 0.23% | 0.29% | 0.38% | Q2 2020 | Q3 2023 | 14 |
CUTLER INVESTMENT COUNSEL LLC | 14 | 14 | 0.57% | 0.76% | 1.09% | Q2 2020 | Q3 2023 | 14 |
UNITED BANK | 14 | 14 | 0.03% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 14 | 14 | 0.39% | 0.48% | 0.63% | Q2 2020 | Q3 2023 | 14 |
CIBC Private Wealth Group, LLC | 14 | 14 | 0.64% | 0.94% | 1.58% | Q2 2020 | Q3 2023 | 14 |
Skylands Capital, LLC | 14 | 14 | 0.80% | 0.96% | 1.19% | Q2 2020 | Q3 2023 | 14 |
Cadence Bank | 14 | 14 | 0.90% | 1.20% | 1.44% | Q2 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.07% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
ProVise Management Group, LLC | 14 | 14 | 0.32% | 0.50% | 0.70% | Q2 2020 | Q3 2023 | 14 |
Epoch Investment Partners, Inc. | 14 | 14 | 0.08% | 0.78% | 1.36% | Q2 2020 | Q3 2023 | 14 |
MOTCO | 14 | 14 | 0.01% | 0.09% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Ziegler Capital Management, LLC | 14 | 14 | 0.27% | 0.46% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.29% | 0.91% | 1.72% | Q2 2020 | Q3 2023 | 14 |
GRANDFIELD & DODD, LLC | 14 | 14 | 0.23% | 1.58% | 2.18% | Q2 2020 | Q3 2023 | 14 |
Douglass Winthrop Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Ledyard National Bank | 14 | 14 | 0.15% | 0.18% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Linscomb & Williams, Inc. | 14 | 14 | 0.44% | 0.55% | 0.67% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 14 | 14 | 0.01% | 0.06% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Broderick Brian C | 14 | 14 | 1.40% | 2.29% | 3.16% | Q2 2020 | Q3 2023 | 14 |
Kidder Stephen W | 14 | 14 | 1.74% | 2.53% | 3.32% | Q2 2020 | Q3 2023 | 14 |
Stephens Investment Management Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Hillman Capital Management, Inc. | 14 | 14 | 0.09% | 1.99% | 2.87% | Q2 2020 | Q3 2023 | 14 |
Scott & Selber, Inc. | 14 | 14 | 1.04% | 1.31% | 1.64% | Q2 2020 | Q3 2023 | 14 |
First Financial Bank - Trust Division | 14 | 14 | 0.04% | 0.11% | 0.59% | Q3 2020 | Q4 2023 | 14 |
Burgundy Asset Management Ltd. | 14 | 14 | 0.01% | 1.20% | 2.74% | Q2 2020 | Q3 2023 | 14 |
Exchange Capital Management, Inc. | 14 | 14 | 0.52% | 0.74% | 0.88% | Q2 2020 | Q3 2023 | 14 |
FARMERS TRUST CO | 14 | 14 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
GRIMES & COMPANY, INC. | 14 | 14 | 0.59% | 0.72% | 0.96% | Q2 2020 | Q3 2023 | 14 |
Bragg Financial Advisors, Inc | 14 | 14 | 0.46% | 0.62% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 14 | 14 | 0.23% | 0.30% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Texas Yale Capital Corp. | 14 | 14 | 0.04% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Sky Investment Group LLC | 14 | 14 | 1.08% | 1.47% | 1.78% | Q2 2020 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SOL Capital Management CO | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Cypress Capital Group | 14 | 14 | 0.32% | 0.71% | 1.12% | Q2 2020 | Q3 2023 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 14 | 14 | 0.20% | 0.34% | 0.48% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Estabrook Capital Management | 14 | 14 | 0.30% | 0.36% | 0.42% | Q2 2020 | Q3 2023 | 14 |
BROWN ADVISORY INC | 14 | 14 | 0.03% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Baldwin Investment Management, LLC | 14 | 14 | 0.42% | 0.65% | 0.97% | Q2 2020 | Q3 2023 | 14 |
Haverford Financial Services, Inc. | 14 | 14 | 3.07% | 4.27% | 5.18% | Q2 2020 | Q3 2023 | 14 |
ClearBridge Investments | 14 | 14 | 0.76% | 1.34% | 1.76% | Q2 2020 | Q3 2023 | 14 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Rathbones Group PLC | 14 | 14 | 0.11% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Clark Capital Management Group, Inc. | 14 | 14 | 0.01% | 0.27% | 0.71% | Q2 2020 | Q3 2023 | 14 |
Hartford Financial Management Inc. | 14 | 14 | 0.72% | 0.92% | 1.14% | Q2 2020 | Q3 2023 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 14 | 0.02% | 0.35% | 1.20% | Q2 2020 | Q3 2023 | 14 |
Bangor Savings Bank | 14 | 14 | 0.18% | 0.23% | 0.27% | Q2 2020 | Q3 2023 | 14 |
FORVIS Wealth Advisors, LLC | 14 | 14 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Benin Management CORP | 14 | 14 | 0.16% | 0.21% | 0.29% | Q2 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Cullen Capital Management, LLC | 14 | 14 | 1.94% | 2.43% | 2.77% | Q2 2020 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.10% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 14 |
State of Alaska, Department of Revenue | 14 | 14 | 0.16% | 0.21% | 0.27% | Q2 2020 | Q3 2023 | 14 |
HEADINVEST, LLC | 14 | 14 | 0.08% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.06% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Ballentine Partners, LLC | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Ifrah Financial Services, Inc. | 14 | 14 | 0.10% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.10% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Bath Savings Trust Co | 14 | 14 | 0.38% | 0.55% | 0.72% | Q2 2020 | Q3 2023 | 14 |
Marble Harbor Investment Counsel, LLC | 14 | 14 | 0.27% | 0.34% | 0.42% | Q2 2020 | Q3 2023 | 14 |
West Oak Capital, LLC | 14 | 14 | 0.13% | 0.24% | 0.86% | Q2 2020 | Q3 2023 | 14 |
LaFleur & Godfrey LLC | 14 | 14 | 1.70% | 2.42% | 3.61% | Q2 2020 | Q3 2023 | 14 |
Aull & Monroe Investment Management Corp | 14 | 14 | 0.76% | 0.92% | 1.07% | Q2 2020 | Q3 2023 | 14 |
Bedell Frazier Investment Counselling, LLC | 14 | 14 | 1.18% | 1.38% | 1.58% | Q2 2020 | Q3 2023 | 14 |
NOVARE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.88% | 1.13% | 1.29% | Q2 2020 | Q3 2023 | 14 |
BLB&B Advisors, LLC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Stockman Wealth Management, Inc. | 14 | 14 | 0.05% | 0.44% | 1.44% | Q2 2020 | Q3 2023 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.14% | 0.27% | 0.37% | Q2 2020 | Q3 2023 | 14 |
WHALEROCK POINT PARTNERS, LLC | 14 | 14 | 0.92% | 1.10% | 1.39% | Q2 2020 | Q3 2023 | 14 |
Arlington Partners LLC | 14 | 14 | 0.53% | 1.09% | 1.34% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.18% | 0.27% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Callahan Advisors, LLC | 14 | 14 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Choate Investment Advisors | 14 | 14 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 14 | 14 | 0.13% | 0.17% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Miller Investment Management, LP | 14 | 14 | 0.20% | 0.27% | 0.35% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.09% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
KBC Group NV | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 14 | 0.17% | 0.23% | 0.46% | Q2 2020 | Q3 2023 | 14 |
MidWestOne Financial Group, Inc. | 14 | 14 | 0.11% | 0.30% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 14 | 0.00% | 0.19% | 0.82% | Q2 2020 | Q3 2023 | 14 |
Fruth Investment Management | 14 | 14 | 0.16% | 0.19% | 0.22% | Q2 2020 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.31% | 0.46% | 0.95% | Q2 2020 | Q3 2023 | 14 |
Ninety One UK Ltd | 14 | 14 | 0.23% | 0.55% | 0.88% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.44% | 0.80% | 1.10% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Counsel, Inc | 14 | 14 | 0.49% | 0.67% | 0.84% | Q2 2020 | Q3 2023 | 14 |
Robeco Institutional Asset Management B.V. | 14 | 14 | 0.03% | 0.06% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
PUTNAM INVESTMENTS LLC | 14 | 14 | 0.37% | 0.68% | 1.06% | Q2 2020 | Q3 2023 | 14 |
Capital World Investors | 14 | 14 | 0.01% | 0.12% | 0.19% | Q1 2020 | Q2 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Birch Hill Investment Advisors LLC | 14 | 14 | 0.19% | 0.34% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Cubic Asset Management, LLC | 14 | 14 | 0.66% | 0.85% | 1.02% | Q2 2020 | Q3 2023 | 14 |
Voya Financial Advisors, Inc. | 14 | 14 | 0.05% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Apriem Advisors | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
WealthTrust Axiom LLC | 14 | 14 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Focused Investors LLC | 14 | 14 | 2.26% | 2.85% | 3.19% | Q2 2020 | Q3 2023 | 14 |
Cincinnati Specialty Underwriters Insurance CO | 14 | 14 | 0.71% | 0.91% | 1.10% | Q2 2020 | Q3 2023 | 14 |
First City Capital Management, Inc. | 14 | 14 | 1.21% | 1.51% | 1.75% | Q2 2020 | Q3 2023 | 14 |
MERIDIAN INVESTMENT COUNSEL INC. | 14 | 14 | 0.29% | 0.35% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Holowesko Partners Ltd. | 14 | 14 | 1.01% | 5.17% | 10.28% | Q2 2020 | Q3 2023 | 14 |
Strategic Financial Services, Inc, | 14 | 14 | 0.09% | 0.21% | 0.28% | Q2 2020 | Q3 2023 | 14 |
ASPIRIANT, LLC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Palisade Asset Management, LLC | 14 | 14 | 0.67% | 1.11% | 1.45% | Q2 2020 | Q3 2023 | 14 |
Mechanics Bank Trust Department | 14 | 14 | 0.11% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Korea Investment CORP | 14 | 14 | 0.13% | 0.22% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Tributary Capital Management, LLC | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.41% | 0.79% | 0.96% | Q2 2020 | Q3 2023 | 14 |
INTACT INVESTMENT MANAGEMENT INC. | 14 | 14 | 0.13% | 0.33% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Welch Group, LLC | 14 | 14 | 2.13% | 2.55% | 2.86% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.06% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Eagle Ridge Investment Management | 14 | 14 | 0.98% | 1.27% | 1.43% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.19% | 0.21% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Sigma Planning Corp | 14 | 14 | 0.08% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
B & T Capital Management DBA Alpha Capital Management | 14 | 14 | 0.68% | 0.90% | 1.17% | Q2 2020 | Q3 2023 | 14 |
Cohen Klingenstein LLC | 14 | 14 | 0.58% | 0.84% | 1.02% | Q2 2020 | Q3 2023 | 14 |
Calamos Wealth Management LLC | 14 | 14 | 0.08% | 0.69% | 0.93% | Q2 2020 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.16% | 0.23% | 0.31% | Q2 2020 | Q3 2023 | 14 |
IMA Wealth, Inc. | 14 | 14 | 0.00% | 0.10% | 0.52% | Q2 2020 | Q3 2023 | 14 |
LS Investment Advisors, LLC | 14 | 14 | 0.57% | 1.21% | 1.81% | Q2 2020 | Q3 2023 | 14 |
Reynders McVeigh Capital Management, LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Sandy Spring Bank | 14 | 14 | 0.29% | 0.51% | 0.90% | Q2 2020 | Q3 2023 | 14 |
Narwhal Capital Management | 14 | 14 | 0.60% | 0.93% | 1.59% | Q2 2020 | Q3 2023 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Chevy Chase Trust Holdings, LLC | 14 | 14 | 0.24% | 0.30% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 14 | 0.14% | 0.18% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Ipswich Investment Management Co., Inc. | 14 | 14 | 0.30% | 0.42% | 0.63% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 14 | 14 | 0.11% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Neuberger Berman Group LLC | 14 | 14 | 0.16% | 0.47% | 0.75% | Q2 2020 | Q3 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Asset Management Co., Ltd. | 14 | 14 | 0.20% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 14 |
YHB Investment Advisors, Inc. | 14 | 14 | 0.53% | 0.69% | 0.91% | Q2 2020 | Q3 2023 | 14 |
Freestone Capital Holdings, LLC | 14 | 14 | 0.06% | 0.30% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.05% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.20% | 0.27% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Roundview Capital LLC | 14 | 14 | 0.18% | 0.24% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Saratoga Research & Investment Management | 14 | 14 | 3.83% | 5.18% | 6.38% | Q2 2020 | Q3 2023 | 14 |
WMS Partners, LLC | 14 | 14 | 0.04% | 0.11% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Smith, Salley & Associates | 14 | 14 | 1.16% | 1.42% | 1.81% | Q2 2020 | Q3 2023 | 14 |
Evercore Wealth Management, LLC | 14 | 14 | 0.10% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Savant Capital, LLC | 14 | 14 | 0.13% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Stillwater Capital Advisors, LLC | 14 | 14 | 2.42% | 3.07% | 4.01% | Q2 2020 | Q3 2023 | 14 |
Supplemental Annuity Collective Trust of NJ | 14 | 14 | 0.38% | 0.49% | 0.65% | Q2 2020 | Q3 2023 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.08% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
TIEDEMANN ADVISORS, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.23% | 0.33% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Rock Creek Group, LP | 14 | 14 | 0.01% | 0.05% | 0.20% | Q2 2020 | Q3 2023 | 14 |
McKinley Carter Wealth Services, Inc. | 14 | 14 | 0.02% | 0.10% | 0.83% | Q2 2020 | Q3 2023 | 14 |
Simplicity Solutions, LLC | 14 | 14 | 0.03% | 0.13% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 14 | 0.07% | 0.36% | 0.59% | Q2 2020 | Q3 2023 | 14 |
Hemenway Trust Co LLC | 14 | 14 | 1.24% | 1.97% | 2.64% | Q2 2020 | Q3 2023 | 14 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 14 | 14 | 0.06% | 0.13% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Wellington Shields Capital Management, LLC | 14 | 14 | 0.23% | 0.37% | 0.79% | Q2 2020 | Q3 2023 | 14 |
Wellington Shields & Co., LLC | 14 | 14 | 0.09% | 0.19% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Drexel Morgan & Co. | 14 | 14 | 0.31% | 0.39% | 0.49% | Q2 2020 | Q3 2023 | 14 |
Renaissance Investment Group LLC | 14 | 14 | 1.53% | 2.16% | 2.84% | Q2 2020 | Q3 2023 | 14 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Clear Harbor Asset Management, LLC | 14 | 14 | 0.08% | 0.46% | 0.59% | Q2 2020 | Q3 2023 | 14 |
Martin Investment Management, LLC | 14 | 14 | 0.85% | 1.26% | 1.81% | Q2 2020 | Q3 2023 | 14 |
SFMG, LLC | 14 | 14 | 0.12% | 0.41% | 0.70% | Q2 2020 | Q3 2023 | 14 |
GUARDIAN CAPITAL ADVISORS LP | 14 | 14 | 0.20% | 0.34% | 0.46% | Q2 2020 | Q3 2023 | 14 |
STONE RUN CAPITAL, LLC | 14 | 14 | 0.13% | 0.23% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Brookmont Capital Management | 14 | 14 | 0.73% | 0.96% | 1.33% | Q2 2020 | Q3 2023 | 14 |
Perkins Coie Trust Co | 14 | 14 | 0.39% | 0.55% | 0.70% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.19% | 0.36% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Clean Yield Group | 10 | 4 | 0.05% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 14 |
Kessler Investment Group, LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MetLife Investment Management, LLC | 14 | 14 | 0.20% | 0.27% | 0.31% | Q2 2020 | Q3 2023 | 14 |
CapWealth Advisors, LLC | 14 | 14 | 0.96% | 1.97% | 2.56% | Q2 2020 | Q3 2023 | 14 |
XR Securities LLC | 5 | 3 | 0.00% | 0.06% | 0.19% | Q1 2021 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.02% | 0.13% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Sompo Asset Management Co., Ltd. | 14 | 14 | 0.09% | 0.37% | 0.93% | Q2 2020 | Q3 2023 | 14 |
Institute for Wealth Management, LLC. | 14 | 14 | 0.22% | 0.30% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.00% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CSU Producer Resources, Inc. | 14 | 14 | 2.88% | 4.74% | 5.68% | Q2 2020 | Q3 2023 | 14 |
Vantage Investment Partners, LLC | 14 | 14 | 0.33% | 0.95% | 1.98% | Q2 2020 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BANQUE PICTET & CIE SA | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Redhawk Wealth Advisors, Inc. | 14 | 14 | 0.08% | 0.25% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Atria Investments, Inc | 14 | 14 | 0.11% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
J. W. Coons Advisors, LLC | 14 | 14 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 14 |
LBMC INVESTMENT ADVISORS, LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Vestcor Inc | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Louisiana State Employees Retirement System | 14 | 14 | 0.15% | 0.21% | 0.26% | Q2 2020 | Q3 2023 | 14 |
FineMark National Bank & Trust | 14 | 14 | 0.55% | 0.82% | 1.11% | Q2 2020 | Q3 2023 | 14 |
Kentucky Retirement Systems | 14 | 14 | 0.32% | 0.37% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Westside Investment Management, Inc. | 14 | 14 | 0.00% | 0.19% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Crossmark Global Holdings, Inc. | 14 | 14 | 0.23% | 0.33% | 0.61% | Q2 2020 | Q3 2023 | 14 |
Family Management Corp | 14 | 14 | 0.42% | 0.98% | 1.46% | Q2 2020 | Q3 2023 | 14 |
United Asset Strategies, Inc. | 14 | 14 | 0.23% | 0.37% | 0.66% | Q2 2020 | Q3 2023 | 14 |
Triangle Securities Wealth Management | 14 | 14 | 0.64% | 0.84% | 1.01% | Q2 2020 | Q3 2023 | 14 |
Ramsay, Stattman, Vela & Price, Inc. | 14 | 14 | 0.17% | 0.52% | 1.34% | Q2 2020 | Q3 2023 | 14 |
Hendershot Investments Inc. | 14 | 14 | 1.67% | 2.60% | 3.59% | Q2 2020 | Q3 2023 | 14 |
Prospera Financial Services Inc | 14 | 14 | 0.04% | 0.24% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Verity & Verity, LLC | 14 | 14 | 2.33% | 2.85% | 3.14% | Q2 2020 | Q3 2023 | 14 |
Modera Wealth Management, LLC | 14 | 14 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Gradient Investments LLC | 14 | 14 | 0.01% | 0.40% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Granite Investment Partners, LLC | 14 | 14 | 0.04% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Aviance Capital Partners, LLC | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Executive Wealth Management, LLC | 14 | 14 | 0.35% | 0.74% | 1.02% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.09% | 0.15% | 0.20% | Q2 2020 | Q3 2023 | 14 |
RWA WEALTH PARTNERS, LLC | 14 | 14 | 0.18% | 0.45% | 0.66% | Q2 2020 | Q3 2023 | 14 |
Utah Retirement Systems | 14 | 14 | 0.26% | 0.33% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Diligent Investors, LLC | 14 | 14 | 0.19% | 0.25% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Goelzer Investment Management, Inc. | 14 | 14 | 0.28% | 0.46% | 0.65% | Q2 2020 | Q3 2023 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
ARGA Investment Management, LP | 14 | 14 | 0.03% | 0.16% | 0.37% | Q2 2020 | Q3 2023 | 14 |
SNS Financial Group, LLC | 13 | 13 | 0.01% | 0.05% | 0.07% | Q2 2020 | Q2 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.25% | 0.31% | 0.39% | Q2 2020 | Q3 2023 | 14 |
HoyleCohen, LLC | 14 | 14 | 0.46% | 0.60% | 0.76% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Boltwood Capital Management | 14 | 14 | 0.11% | 0.18% | 0.22% | Q3 2020 | Q4 2023 | 14 |
INVESTMENT HOUSE LLC | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Court Place Advisors, LLC | 14 | 14 | 1.12% | 1.34% | 1.59% | Q2 2020 | Q3 2023 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.11% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Telos Capital Management, Inc. | 14 | 14 | 0.45% | 0.63% | 0.85% | Q2 2020 | Q3 2023 | 14 |
Colonial Trust Advisors | 14 | 14 | 0.10% | 0.13% | 0.15% | Q2 2020 | Q3 2023 | 14 |
JFS WEALTH ADVISORS, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
King Wealth Management Group | 14 | 14 | 0.06% | 0.11% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Covington Investment Advisors Inc. | 14 | 14 | 1.28% | 1.73% | 2.25% | Q2 2020 | Q3 2023 | 14 |
JNBA Financial Advisors | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Strategic Advisors LLC | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.01% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 14 |
F&V Capital Management, LLC | 14 | 14 | 1.69% | 3.70% | 4.81% | Q2 2020 | Q3 2023 | 14 |
Lipe & Dalton | 14 | 14 | 1.16% | 1.48% | 1.82% | Q2 2020 | Q3 2023 | 14 |
Empirical Finance, LLC | 14 | 14 | 0.15% | 0.28% | 0.41% | Q2 2020 | Q3 2023 | 14 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 14 | 0.30% | 0.44% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Perigon Wealth Management, LLC | 11 | 1 | 0.25% | 0.35% | 0.47% | Q3 2011 | Q3 2023 | 14 |
Segment Wealth Management, LLC | 14 | 14 | 0.02% | 0.95% | 1.28% | Q2 2020 | Q3 2023 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.37% | 0.64% | 0.77% | Q2 2020 | Q3 2023 | 14 |
Blue Fin Capital, Inc. | 14 | 14 | 0.70% | 0.98% | 1.22% | Q2 2020 | Q3 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.41% | 0.68% | 1.06% | Q2 2020 | Q3 2023 | 14 |
W.G. Shaheen & Associates DBA Whitney & Co | 14 | 14 | 1.12% | 1.47% | 1.93% | Q2 2020 | Q3 2023 | 14 |
East Coast Asset Management, LLC. | 14 | 14 | 0.09% | 0.14% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Alpha Cubed Investments, LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Addison Capital Co | 14 | 14 | 0.14% | 0.23% | 0.39% | Q2 2020 | Q3 2023 | 14 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 14 | 0.34% | 0.42% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Swiss National Bank | 14 | 14 | 0.26% | 0.34% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisors, LLC | 11 | 3 | 0.22% | 0.32% | 0.41% | Q2 2020 | Q4 2023 | 14 |
Polaris Wealth Advisory Group, LLC | 14 | 14 | 0.03% | 0.63% | 2.10% | Q2 2020 | Q3 2023 | 14 |
TCI Wealth Advisors, Inc. | 14 | 14 | 0.07% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Horan Capital Advisors, LLC. | 14 | 14 | 0.09% | 0.71% | 1.23% | Q2 2020 | Q3 2023 | 14 |
Kentucky Retirement Systems Insurance Trust Fund | 14 | 14 | 0.32% | 0.38% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Winch Advisory Services, LLC | 14 | 14 | 0.14% | 0.30% | 0.44% | Q2 2020 | Q3 2023 | 14 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.14% | 0.52% | 1.42% | Q2 2020 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 14 | 14 | 0.02% | 0.06% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Focused Wealth Management, Inc | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
State of Tennessee, Treasury Department | 14 | 14 | 0.08% | 0.22% | 0.39% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.09% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Fort Point Capital Partners LLC | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
TELEMUS CAPITAL, LLC | 14 | 14 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Heritage Wealth Advisors | 14 | 14 | 0.67% | 1.54% | 2.31% | Q2 2020 | Q3 2023 | 14 |
Dempze Nancy E | 14 | 14 | 1.62% | 2.12% | 2.66% | Q2 2020 | Q3 2023 | 14 |
Page Arthur B | 14 | 14 | 0.78% | 1.22% | 1.64% | Q2 2020 | Q3 2023 | 14 |
Notis-McConarty Edward | 14 | 14 | 1.35% | 1.98% | 2.64% | Q2 2020 | Q3 2023 | 14 |
Penserra Capital Management LLC | 14 | 14 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Riverview Trust Co | 14 | 14 | 0.04% | 0.13% | 0.25% | Q2 2020 | Q3 2023 | 14 |
M. Kraus & Co | 14 | 14 | 1.92% | 2.49% | 3.05% | Q2 2020 | Q3 2023 | 14 |
Field & Main Bank | 14 | 14 | 0.56% | 0.68% | 0.87% | Q2 2020 | Q3 2023 | 14 |
Trust Investment Advisors | 14 | 14 | 0.96% | 1.19% | 1.44% | Q2 2020 | Q3 2023 | 14 |
MUFG Securities EMEA plc | 14 | 14 | 0.00% | 0.08% | 0.52% | Q2 2020 | Q3 2023 | 14 |
PEDDOCK CAPITAL ADVISORS, LLC | 14 | 14 | 0.12% | 0.17% | 0.20% | Q2 2020 | Q3 2023 | 14 |
HOERTKORN RICHARD CHARLES | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Checchi Capital Advisers, LLC | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Joel Isaacson & Co., LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Pictet North America Advisors SA | 14 | 14 | 0.08% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Barbara Oil Co. | 14 | 14 | 0.25% | 0.33% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Hamilton Point Investment Advisors, LLC | 14 | 14 | 2.15% | 2.81% | 3.51% | Q2 2020 | Q3 2023 | 14 |
Northeast Financial Consultants Inc | 14 | 14 | 0.02% | 0.07% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Sequoia Financial Advisors, LLC | 14 | 14 | 0.03% | 0.14% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Arete Wealth Advisors, LLC | 14 | 14 | 0.07% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
CAHILL FINANCIAL ADVISORS INC | 14 | 14 | 0.11% | 0.17% | 0.27% | Q2 2020 | Q3 2023 | 14 |
CKW FINANCIAL GROUP | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Mendel Money Management | 14 | 14 | 0.21% | 0.43% | 0.98% | Q2 2020 | Q3 2023 | 14 |
Riggs Asset Managment Co. Inc. | 14 | 14 | 0.00% | 1.01% | 2.31% | Q2 2020 | Q3 2023 | 14 |
Stanley-Laman Group, Ltd. | 14 | 14 | 0.30% | 0.84% | 1.47% | Q2 2020 | Q3 2023 | 14 |
CHICAGO TRUST Co NA | 14 | 14 | 0.24% | 0.36% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Private Ocean, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Malaga Cove Capital, LLC | 14 | 14 | 0.79% | 0.98% | 1.33% | Q2 2020 | Q3 2023 | 14 |
Archford Capital Strategies, LLC | 14 | 14 | 0.10% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 14 | 0.08% | 0.60% | 2.18% | Q2 2020 | Q3 2023 | 14 |
National Pension Service | 14 | 14 | 0.26% | 0.34% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Grassi Investment Management | 14 | 14 | 0.16% | 0.36% | 1.47% | Q2 2020 | Q3 2023 | 14 |
Mengis Capital Management, Inc. | 14 | 14 | 0.07% | 0.46% | 0.69% | Q2 2020 | Q3 2023 | 14 |
Wealth Architects, LLC | 14 | 14 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Compagnie Lombard Odier SCmA | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Raab & Moskowitz Asset Management LLC | 14 | 14 | 0.18% | 0.23% | 0.28% | Q2 2020 | Q3 2023 | 14 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 14 | 14 | 0.26% | 0.34% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Merit Financial Group, LLC | 14 | 14 | 0.11% | 0.17% | 0.24% | Q2 2020 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.05% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Elite Wealth Management, Inc. | 14 | 14 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
PLIMOTH TRUST CO LLC | 14 | 14 | 0.38% | 0.64% | 0.97% | Q2 2020 | Q3 2023 | 14 |
Capital Analysts, LLC | 14 | 14 | 0.35% | 0.51% | 0.65% | Q2 2020 | Q3 2023 | 14 |
Argent Trust Co | 14 | 14 | 0.32% | 0.44% | 0.53% | Q2 2020 | Q3 2023 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.09% | 0.15% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Insight Wealth Partners, LLC | 14 | 14 | 0.10% | 0.33% | 0.54% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 14 | 14 | 0.07% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Ironwood Financial, llc | 14 | 14 | 0.21% | 0.27% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Northside Capital Management, LLC | 14 | 14 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Creegan & Nassoura Financial Group, LLC | 14 | 14 | 0.46% | 0.59% | 0.68% | Q2 2020 | Q3 2023 | 14 |
Dakota Wealth Management | 14 | 14 | 0.04% | 0.15% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Northstar Group, Inc. | 14 | 14 | 0.17% | 0.23% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Barry Investment Advisors, LLC | 14 | 14 | 0.10% | 2.46% | 3.17% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 14 | 0.34% | 0.51% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Spectrum Asset Management, Inc. (NB/CA) | 14 | 14 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
NorthRock Partners, LLC | 14 | 14 | 0.07% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 14 | 14 | 0.30% | 0.45% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Community Bank, N.A. | 14 | 14 | 0.31% | 0.37% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Summit Financial Wealth Advisors, LLC | 14 | 14 | 0.07% | 1.75% | 3.11% | Q2 2020 | Q3 2023 | 14 |
Peak Asset Management, LLC | 14 | 14 | 2.07% | 2.57% | 3.12% | Q2 2020 | Q3 2023 | 14 |
Blue Chip Partners, LLC | 14 | 14 | 0.22% | 0.92% | 1.92% | Q2 2020 | Q3 2023 | 14 |
Sunbelt Securities, Inc. | 14 | 14 | 0.15% | 0.24% | 0.33% | Q2 2020 | Q3 2023 | 14 |
MV CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
NewEdge Advisors, LLC | 14 | 14 | 0.08% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Cambridge Advisors Inc. | 14 | 14 | 0.11% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 14 |
AlphaStar Capital Management, LLC | 14 | 14 | 0.02% | 0.09% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Lincoln Capital LLC | 14 | 14 | 0.07% | 0.22% | 1.12% | Q2 2020 | Q3 2023 | 14 |
First Personal Financial Services | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Cypress Capital Management LLC (WY) | 14 | 14 | 0.34% | 0.55% | 0.86% | Q2 2020 | Q3 2023 | 14 |
True North Advisors, LLC | 14 | 14 | 0.10% | 0.29% | 0.55% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.11% | 0.20% | 0.28% | Q2 2020 | Q3 2023 | 14 |
ROPES WEALTH ADVISORS LLC | 14 | 14 | 0.15% | 0.81% | 1.25% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.04% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Roble, Belko & Company, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
River Wealth Advisors LLC | 14 | 14 | 0.31% | 0.38% | 0.48% | Q2 2020 | Q3 2023 | 14 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Fiduciary Group LLC | 14 | 14 | 0.51% | 0.83% | 1.21% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.18% | 0.25% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Lido Advisors, LLC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.09% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
LGL PARTNERS, LLC | 14 | 14 | 0.09% | 0.21% | 0.45% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.77% | 0.96% | 1.09% | Q2 2020 | Q3 2023 | 14 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 14 | 14 | 0.38% | 0.63% | 0.94% | Q2 2020 | Q3 2023 | 14 |
NWAM LLC | 14 | 14 | 0.03% | 0.33% | 0.69% | Q2 2020 | Q3 2023 | 14 |
Regal Wealth Group, Inc. | 14 | 14 | 0.35% | 0.45% | 0.59% | Q2 2020 | Q3 2023 | 14 |
BigSur Wealth Management LLC | 14 | 14 | 0.72% | 1.09% | 1.36% | Q2 2020 | Q3 2023 | 14 |
Integrated Advisors Network LLC | 14 | 14 | 0.07% | 0.28% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Clarius Group, LLC | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
HOME FEDERAL BANK OF TENNESSEE | 14 | 14 | 1.00% | 1.21% | 1.46% | Q2 2020 | Q3 2023 | 14 |
Alpha Omega Wealth Management LLC | 14 | 14 | 0.15% | 0.23% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Coastal Bridge Advisors, LLC | 14 | 14 | 0.08% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Baker Chad R | 14 | 14 | 0.68% | 0.87% | 1.08% | Q2 2020 | Q3 2023 | 14 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 14 | 14 | 1.15% | 2.64% | 3.77% | Q2 2020 | Q3 2023 | 14 |
RPG Investment Advisory, LLC | 14 | 14 | 0.53% | 1.47% | 2.16% | Q2 2020 | Q3 2023 | 14 |
Sheaff Brock Investment Advisors, LLC | 14 | 14 | 0.05% | 0.10% | 0.35% | Q2 2020 | Q3 2023 | 14 |
WIMMER ASSOCIATES 1, LLC | 14 | 14 | 0.19% | 0.29% | 0.38% | Q2 2020 | Q3 2023 | 14 |
TRUE Private Wealth Advisors | 14 | 14 | 0.10% | 0.47% | 0.64% | Q2 2020 | Q3 2023 | 14 |
CWA Asset Management Group, LLC | 14 | 14 | 0.06% | 0.35% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Ausdal Financial Partners, Inc. | 14 | 14 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Advisory, LLC | 14 | 14 | 0.08% | 0.18% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Peak Financial Management, Inc. | 14 | 14 | 0.15% | 0.19% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Horan Securities, Inc. | 8 | 6 | 0.10% | 0.16% | 0.25% | Q1 2020 | Q3 2023 | 14 |
Douglas Lane & Associates, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.65% | 0.77% | 0.92% | Q2 2020 | Q3 2023 | 14 |
Simmons Bank | 14 | 14 | 0.23% | 0.37% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Cable Hill Partners, LLC | 14 | 14 | 0.05% | 0.10% | 0.30% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Nicholas Hoffman & Company, LLC. | 14 | 14 | 0.05% | 0.14% | 0.28% | Q2 2020 | Q3 2023 | 14 |
CHOREO, LLC | 14 | 14 | 0.04% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Transform Wealth, LLC | 14 | 14 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
LYELL WEALTH MANAGEMENT, LP | 14 | 14 | 0.06% | 0.15% | 0.78% | Q2 2020 | Q3 2023 | 14 |
REDW Wealth LLC | 14 | 14 | 0.11% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.13% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 14 | 14 | 0.06% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
ELCO Management Co., LLC | 14 | 14 | 0.57% | 0.69% | 0.80% | Q2 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.13% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Glenview Trust Co | 14 | 14 | 0.21% | 0.31% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 14 | 14 | 0.08% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 14 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 14 | 14 | 0.53% | 0.70% | 0.92% | Q2 2020 | Q3 2023 | 14 |
Vantage Financial Partners Ltd., Inc. | 14 | 14 | 0.35% | 0.80% | 1.08% | Q2 2020 | Q3 2023 | 14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 14 | 0.00% | 0.08% | 0.80% | Q2 2020 | Q3 2023 | 14 |
PFG Advisors | 14 | 14 | 0.11% | 0.48% | 4.78% | Q2 2020 | Q3 2023 | 14 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 14 | 14 | 1.33% | 1.62% | 1.98% | Q2 2020 | Q3 2023 | 14 |
RB Capital Management, LLC | 14 | 14 | 0.19% | 0.29% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Good Life Advisors, LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Shepherd Financial Partners LLC | 14 | 14 | 0.49% | 0.60% | 0.68% | Q2 2020 | Q3 2023 | 14 |
Independent Advisor Alliance | 14 | 14 | 0.00% | 0.18% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Cannell & Co. | 14 | 14 | 0.22% | 0.50% | 1.20% | Q2 2020 | Q3 2023 | 14 |
Farmers & Merchants Trust Co of Chambersburg PA | 14 | 14 | 0.07% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.03% | 0.06% | 0.07% | Q3 2020 | Q4 2023 | 14 |
Abbrea Capital, LLC | 14 | 14 | 0.35% | 0.44% | 0.59% | Q2 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.04% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Summit X, LLC | 14 | 14 | 0.30% | 0.43% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Marietta Wealth Management, LLC | 14 | 14 | 0.81% | 1.00% | 1.31% | Q2 2020 | Q3 2023 | 14 |
Moloney Securities Asset Management, LLC | 14 | 14 | 0.08% | 0.13% | 0.21% | Q2 2020 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
IFM Investors Pty Ltd | 14 | 14 | 0.14% | 0.27% | 0.36% | Q2 2020 | Q3 2023 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Ridgewood Investments LLC | 9 | 4 | 0.01% | 0.35% | 0.82% | Q2 2020 | Q3 2023 | 14 |
Heritage Trust Co | 14 | 14 | 0.05% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Crescent Grove Advisors, LLC | 14 | 14 | 0.04% | 0.09% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Garner Asset Management Corp | 14 | 14 | 0.16% | 0.21% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Sage Capital Advisors,llc | 14 | 14 | 1.15% | 2.19% | 2.92% | Q2 2020 | Q3 2023 | 14 |
Beaton Management Co. Inc. | 14 | 14 | 0.92% | 1.12% | 1.32% | Q2 2020 | Q3 2023 | 14 |
Wealth Advisors of Tampa Bay, LLC | 14 | 14 | 1.25% | 1.56% | 1.94% | Q2 2020 | Q3 2023 | 14 |
abrdn plc | 14 | 14 | 0.06% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
DeDora Capital, Inc. | 14 | 14 | 0.28% | 0.61% | 0.84% | Q2 2020 | Q3 2023 | 14 |
QVR LLC | 4 | 3 | 0.01% | 0.10% | 0.30% | Q1 2021 | Q4 2022 | 14 |
Belpointe Asset Management LLC | 14 | 14 | 0.07% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Successful Portfolios LLC | 14 | 14 | 0.23% | 0.28% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Sawyer & Company, Inc | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cito Capital Group, LLC | 14 | 14 | 0.20% | 0.57% | 0.96% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.14% | 0.21% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Lester Murray Antman dba SimplyRich | 14 | 14 | 0.42% | 0.50% | 0.59% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 14 | 14 | 0.16% | 0.20% | 0.31% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.19% | 0.25% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Kovack Advisors, Inc. | 14 | 14 | 0.04% | 0.12% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Pegasus Asset Management, Inc. | 14 | 14 | 1.52% | 1.93% | 2.51% | Q2 2020 | Q3 2023 | 14 |
X-Square Capital, LLC | 14 | 14 | 0.74% | 1.03% | 1.26% | Q2 2020 | Q3 2023 | 14 |
Holistic Financial Partners | 14 | 14 | 0.23% | 0.52% | 0.84% | Q2 2020 | Q3 2023 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.37% | 0.50% | 0.61% | Q2 2020 | Q3 2023 | 14 |
Uncommon Cents Investing LLC | 14 | 14 | 1.49% | 1.90% | 2.18% | Q2 2020 | Q3 2023 | 14 |
Allied Investment Advisors, LLC | 14 | 14 | 2.00% | 2.48% | 2.94% | Q2 2020 | Q3 2023 | 14 |
Virtue Capital Management, LLC | 14 | 14 | 0.08% | 0.20% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CLIFFORD CAPITAL PARTNERS LLC | 14 | 14 | 2.66% | 3.27% | 3.89% | Q2 2020 | Q3 2023 | 14 |
UNIO CAPITAL LLC | 14 | 14 | 0.00% | 0.24% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Acorn Wealth Advisors, LLC | 14 | 14 | 0.28% | 0.35% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Investors Research Corp | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
MGO ONE SEVEN LLC | 14 | 14 | 0.16% | 0.30% | 0.42% | Q2 2020 | Q3 2023 | 14 |
D.B. Root & Company, LLC | 14 | 14 | 0.28% | 0.45% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Steigerwald, Gordon & Koch Inc. | 14 | 14 | 1.39% | 2.14% | 2.66% | Q2 2020 | Q3 2023 | 14 |
CNB Bank | 14 | 14 | 0.08% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Arnhold LLC | 14 | 14 | 1.38% | 1.66% | 1.82% | Q2 2020 | Q3 2023 | 14 |
Centerpoint Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Cornell Pochily Investment Advisors, Inc. | 14 | 14 | 0.38% | 0.47% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Rice Partnership, LLC | 14 | 14 | 0.07% | 0.57% | 1.67% | Q2 2020 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 14 | 14 | 0.05% | 0.42% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Farmers & Merchants Trust Co of Long Beach | 14 | 14 | 0.15% | 0.25% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.08% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 14 |
ISLAY CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.13% | 0.35% | 0.72% | Q2 2020 | Q3 2023 | 14 |
West Branch Capital LLC | 14 | 14 | 0.12% | 0.17% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Silvant Capital Management LLC | 14 | 14 | 0.01% | 0.09% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.10% | 0.20% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Chicago Capital, LLC | 14 | 14 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Pflug Koory, LLC | 14 | 14 | 0.05% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
VISTA INVESTMENT MANAGEMENT | 14 | 14 | 0.36% | 0.47% | 0.61% | Q2 2020 | Q3 2023 | 14 |
Gifford Fong Associates | 14 | 14 | 0.15% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Retirement Group, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GABLES CAPITAL MANAGEMENT INC. | 14 | 14 | 0.43% | 0.62% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.07% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Mount Yale Investment Advisors, LLC | 14 | 14 | 0.07% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
JGP Wealth Management, LLC | 14 | 14 | 0.84% | 1.24% | 1.59% | Q2 2020 | Q3 2023 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.39% | 0.55% | 1.01% | Q2 2020 | Q3 2023 | 14 |
Sepio Capital, LP | 14 | 14 | 0.19% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 14 |
Cooper Financial Group | 14 | 14 | 0.09% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Exeter Financial, LLC | 14 | 14 | 0.40% | 0.60% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Essex Savings Bank | 14 | 14 | 0.58% | 0.81% | 0.96% | Q2 2020 | Q3 2023 | 14 |
Monte Financial Group, LLC | 14 | 14 | 2.39% | 2.80% | 3.45% | Q2 2020 | Q3 2023 | 14 |
Wambolt & Associates, LLC | 14 | 14 | 0.36% | 0.53% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors LLC | 14 | 14 | 0.36% | 0.45% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Principal Street Partners, LLC | 14 | 14 | 0.06% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.03% | 0.29% | 0.96% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.25% | 0.32% | 0.39% | Q2 2020 | Q3 2023 | 14 |
TOWNSQUARE CAPITAL LLC | 14 | 14 | 0.21% | 0.42% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Riverstone Advisors, LLC | 14 | 14 | 2.69% | 3.39% | 4.51% | Q2 2020 | Q3 2023 | 14 |
Wealthfront Advisers LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
SlateStone Wealth, LLC | 14 | 14 | 0.23% | 0.42% | 0.75% | Q2 2020 | Q3 2023 | 14 |
Claro Advisors LLC | 14 | 14 | 0.24% | 0.63% | 0.78% | Q2 2020 | Q3 2023 | 14 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 14 |
S.E.E.D. Planning Group LLC | 14 | 14 | 0.24% | 0.33% | 0.57% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.17% | 0.41% | 0.61% | Q2 2020 | Q3 2023 | 14 |
MONECO Advisors, LLC | 14 | 14 | 0.18% | 0.22% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Allred Capital Management, LLC | 14 | 14 | 0.56% | 0.74% | 1.03% | Q2 2020 | Q3 2023 | 14 |
FORTEM FINANCIAL GROUP, LLC | 14 | 14 | 0.36% | 0.80% | 1.25% | Q2 2020 | Q3 2023 | 14 |
TrinityPoint Wealth, LLC | 14 | 14 | 0.35% | 0.47% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Private Portfolio Partners LLC | 14 | 14 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
GARRISON POINT ADVISORS, LLC | 14 | 14 | 0.43% | 0.54% | 0.71% | Q2 2020 | Q3 2023 | 14 |
Edge Capital Group, LLC | 14 | 14 | 0.53% | 0.84% | 1.02% | Q2 2020 | Q3 2023 | 14 |
VeraBank, N.A. | 14 | 14 | 0.27% | 0.46% | 0.58% | Q2 2020 | Q3 2023 | 14 |
Traverso Chambers Private Wealth Management, LLC | 14 | 14 | 0.18% | 0.24% | 0.29% | Q2 2020 | Q3 2023 | 14 |
London & Capital Asset Management Ltd | 14 | 14 | 1.97% | 2.63% | 3.33% | Q2 2020 | Q3 2023 | 14 |
GYL FINANCIAL SYNERGIES, LLC | 14 | 14 | 0.08% | 0.31% | 0.54% | Q2 2020 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 14 | 14 | 0.13% | 0.27% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Inscription Capital, LLC | 14 | 14 | 0.56% | 0.75% | 1.24% | Q2 2020 | Q3 2023 | 14 |
Meridian Wealth Advisors, LLC | 14 | 14 | 0.11% | 0.17% | 0.26% | Q2 2020 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 14 | 0.07% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Quilter Plc | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
LAKE STREET PRIVATE WEALTH, LLC | 14 | 14 | 0.11% | 0.58% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Prestige Wealth Management Group LLC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
KMG FIDUCIARY PARTNERS, LLC | 14 | 14 | 0.63% | 0.84% | 1.06% | Q2 2020 | Q3 2023 | 14 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 14 | 14 | 0.05% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Realta Investment Advisors | 14 | 14 | 0.23% | 0.29% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Core Alternative Capital | 14 | 14 | 0.03% | 0.54% | 1.23% | Q2 2020 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 14 | 14 | 0.07% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Bleichroeder LP | 14 | 14 | 0.06% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Red Door Wealth Management, LLC | 14 | 14 | 0.12% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Marcum Wealth, LLC | 14 | 14 | 0.08% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Sound View Wealth Advisors Group, LLC | 14 | 14 | 0.19% | 0.29% | 0.38% | Q2 2020 | Q3 2023 | 14 |
TBH Global Asset Management, LLC | 14 | 14 | 0.11% | 0.21% | 0.34% | Q2 2020 | Q3 2023 | 14 |
DELTA FINANCIAL ADVISORS LLC | 14 | 14 | 0.68% | 1.00% | 1.26% | Q2 2020 | Q3 2023 | 14 |
Bull Street Advisors, LLC | 14 | 14 | 0.66% | 0.81% | 0.97% | Q2 2020 | Q3 2023 | 14 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.00% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Venture Visionary Partners LLC | 14 | 14 | 0.19% | 0.84% | 1.14% | Q2 2020 | Q3 2023 | 14 |
Pavion Blue Capital, LLC | 14 | 14 | 0.19% | 0.27% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Ranch Capital Advisors Inc. | 14 | 14 | 0.16% | 0.32% | 0.70% | Q2 2020 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.09% | 0.18% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.20% | 0.29% | 0.40% | Q2 2020 | Q3 2023 | 14 |
ICW Investment Advisors LLC | 14 | 14 | 0.40% | 0.58% | 0.71% | Q2 2020 | Q3 2023 | 14 |
Capital Square, LLC | 14 | 14 | 0.23% | 0.32% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Cedar Mountain Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
HOEY INVESTMENTS, INC | 14 | 14 | 0.14% | 0.20% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 1.00% | 1.49% | 1.96% | Q2 2020 | Q3 2023 | 14 |
Sunburst Financial Group, LLC | 14 | 14 | 0.12% | 0.20% | 0.25% | Q2 2020 | Q3 2023 | 14 |
SkyOak Wealth, LLC | 14 | 14 | 0.10% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
XML Financial, LLC | 14 | 14 | 0.14% | 0.56% | 0.91% | Q2 2020 | Q3 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Laidlaw Wealth Management LLC | 14 | 14 | 0.13% | 0.23% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Symphony Financial, Ltd. Co. | 14 | 14 | 0.07% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Secure Asset Management, LLC | 14 | 14 | 0.09% | 0.20% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Arkadios Wealth Advisors | 14 | 14 | 0.13% | 0.23% | 0.37% | Q2 2020 | Q3 2023 | 14 |
S.A. Mason LLC | 14 | 14 | 0.34% | 0.41% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Great Diamond Partners, LLC | 14 | 14 | 0.11% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Parcion Private Wealth LLC | 14 | 14 | 0.04% | 0.16% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Summit Place Financial Advisors, LLC | 14 | 14 | 1.45% | 1.82% | 2.50% | Q2 2020 | Q3 2023 | 14 |
Apella Capital, LLC | 11 | 3 | 0.01% | 0.18% | 0.51% | Q2 2020 | Q4 2023 | 14 |
Mission Creek Capital Partners, Inc. | 14 | 14 | 0.24% | 0.43% | 0.64% | Q2 2020 | Q3 2023 | 14 |
PBMares Wealth Management LLC | 14 | 14 | 0.15% | 0.23% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Chronos Wealth Management, LLC | 14 | 14 | 1.71% | 2.13% | 2.77% | Q2 2020 | Q3 2023 | 14 |
MADISON WEALTH MANAGEMENT | 14 | 14 | 0.16% | 0.19% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Hummer Financial Advisory Services Inc | 14 | 14 | 0.53% | 0.65% | 0.83% | Q2 2020 | Q3 2023 | 14 |
HighMark Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Stonebridge Financial Planning Group, LLC | 14 | 14 | 0.42% | 0.55% | 0.82% | Q2 2020 | Q3 2023 | 14 |
Soltis Investment Advisors LLC | 14 | 14 | 0.09% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Alhambra Investment Management LLC | 14 | 14 | 0.36% | 0.52% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Visionary Wealth Advisors | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Mine & Arao Wealth Creation & Management, LLC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MATTERN CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.06% | 1.32% | 1.49% | Q2 2020 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 14 | 14 | 0.70% | 1.31% | 2.07% | Q2 2020 | Q3 2023 | 14 |
Resonant Capital Advisors, LLC | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Keebeck Wealth Management, LLC | 14 | 14 | 0.35% | 0.63% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.95% | 1.27% | 1.59% | Q2 2020 | Q3 2023 | 14 |
Tempus Wealth Planning, LLC | 14 | 14 | 0.25% | 0.40% | 0.53% | Q2 2020 | Q3 2023 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.35% | 0.46% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Veracity Capital LLC | 14 | 14 | 0.10% | 0.21% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.30% | 0.44% | 0.55% | Q2 2020 | Q3 2023 | 14 |
Gleason Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 14 | 14 | 0.02% | 0.13% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Monterey Private Wealth, Inc. | 14 | 14 | 0.27% | 0.36% | 0.45% | Q2 2020 | Q3 2023 | 14 |
FRG Family Wealth Advisors LLC | 14 | 14 | 0.16% | 0.21% | 0.29% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.23% | 0.35% | 0.47% | Q2 2020 | Q3 2023 | 14 |
DODGE & COX | 14 | 14 | 1.12% | 2.05% | 2.43% | Q2 2020 | Q3 2023 | 14 |
SMITH, MOORE & CO. | 14 | 14 | 0.06% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 14 |
CINCINNATI FINANCIAL CORP | 14 | 14 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
LOWE BROCKENBROUGH & CO INC | 14 | 14 | 0.43% | 0.59% | 0.69% | Q2 2020 | Q3 2023 | 14 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.15% | 0.18% | 0.24% | Q2 2020 | Q3 2023 | 14 |
LOOMIS SAYLES & CO L P | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 14 | 14 | 0.46% | 0.65% | 0.80% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.26% | 0.34% | 0.42% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 14 | 0.02% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
PITCAIRN CO | 14 | 14 | 0.08% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.00% | 0.79% | 1.16% | Q2 2020 | Q3 2023 | 14 |
FIL Ltd | 14 | 14 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
EQUITABLE TRUST CO | 14 | 14 | 0.06% | 0.16% | 0.25% | Q2 2020 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.08% | 0.14% | 0.23% | Q2 2020 | Q3 2023 | 14 |
FRED ALGER MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.04% | 0.16% | Q2 2020 | Q3 2023 | 14 |
DIMENSIONAL FUND ADVISORS LP | 14 | 14 | 0.16% | 0.20% | 0.23% | Q2 2020 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.30% | 0.46% | 0.53% | Q2 2020 | Q3 2023 | 14 |
FIFTH THIRD BANCORP | 14 | 14 | 0.19% | 0.28% | 0.40% | Q2 2020 | Q3 2023 | 14 |
1ST SOURCE BANK | 14 | 14 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
TRUSTCO BANK CORP N Y | 14 | 14 | 1.04% | 1.31% | 1.61% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL BANK OF OMAHA | 14 | 14 | 0.59% | 1.09% | 1.47% | Q2 2020 | Q3 2023 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.07% | 0.16% | 0.42% | Q2 2020 | Q3 2023 | 14 |
GENERAL AMERICAN INVESTORS CO INC | 14 | 14 | 1.06% | 1.43% | 1.70% | Q2 2020 | Q3 2023 | 14 |
CENTRAL TRUST Co | 14 | 14 | 0.31% | 0.50% | 0.62% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.12% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 14 |
CIGNA INVESTMENTS INC /NEW | 14 | 14 | 0.23% | 0.31% | 0.38% | Q2 2020 | Q3 2023 | 14 |
RNC CAPITAL MANAGEMENT LLC | 14 | 14 | 0.02% | 0.08% | 0.26% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.12% | 0.19% | 0.27% | Q2 2020 | Q3 2023 | 14 |
JENNISON ASSOCIATES LLC | 14 | 14 | 0.04% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 14 | 14 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
SEARLE & CO. | 14 | 14 | 0.13% | 1.29% | 1.71% | Q2 2020 | Q3 2023 | 14 |
FIRST MERCHANTS CORP | 14 | 14 | 0.40% | 0.52% | 0.67% | Q2 2020 | Q3 2023 | 14 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 14 | 14 | 0.19% | 0.28% | 0.39% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.14% | 0.22% | 0.29% | Q2 2020 | Q3 2023 | 14 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.23% | 0.31% | 0.36% | Q2 2020 | Q3 2023 | 14 |
ARROW FINANCIAL CORP | 14 | 14 | 0.07% | 0.12% | 0.27% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.18% | 0.39% | 0.58% | Q2 2020 | Q3 2023 | 14 |
CITY HOLDING CO | 14 | 14 | 0.19% | 0.46% | 0.56% | Q2 2020 | Q3 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.07% | 0.32% | 0.46% | Q2 2020 | Q3 2023 | 14 |
LORD, ABBETT & CO. LLC | 14 | 14 | 0.19% | 0.82% | 1.46% | Q2 2020 | Q3 2023 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.20% | 0.27% | 0.38% | Q2 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.19% | 0.24% | 0.29% | Q2 2020 | Q3 2023 | 14 |
ARS Investment Partners, LLC | 14 | 14 | 2.16% | 3.69% | 4.90% | Q2 2020 | Q3 2023 | 14 |
STOCK YARDS BANK & TRUST CO | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
PINNACLE ASSOCIATES LTD | 14 | 14 | 0.31% | 0.40% | 0.53% | Q2 2020 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.09% | 0.31% | 0.49% | Q2 2020 | Q3 2023 | 14 |
HANCOCK WHITNEY CORP | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
BAILARD, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14 | 14 | 0.87% | 1.16% | 1.52% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.13% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 14 |
CITIZENS FINANCIAL GROUP INC/RI | 14 | 14 | 0.07% | 0.10% | 0.13% | Q2 2020 | Q3 2023 | 14 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 14 | 14 | 0.18% | 0.26% | 0.53% | Q2 2020 | Q3 2023 | 14 |
PRIMECAP MANAGEMENT CO/CA/ | 14 | 14 | 0.02% | 0.06% | 0.17% | Q2 2020 | Q3 2023 | 14 |
SouthState Corp | 14 | 14 | 0.09% | 0.21% | 0.95% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.18% | 0.24% | 0.29% | Q2 2020 | Q3 2023 | 14 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
HOWE & RUSLING INC | 14 | 14 | 1.00% | 1.58% | 2.18% | Q2 2020 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CARRET ASSET MANAGEMENT, LLC | 14 | 14 | 0.19% | 0.25% | 0.42% | Q2 2020 | Q3 2023 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 14 | 0.05% | 0.17% | 0.26% | Q2 2020 | Q3 2023 | 14 |
BECKER CAPITAL MANAGEMENT INC | 14 | 14 | 1.02% | 1.18% | 1.36% | Q2 2020 | Q3 2023 | 14 |
CONNING INC. | 14 | 14 | 0.04% | 1.04% | 1.54% | Q2 2020 | Q3 2023 | 14 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MERIDIAN MANAGEMENT CO | 14 | 14 | 0.26% | 0.35% | 0.46% | Q2 2020 | Q3 2023 | 14 |
L. Roy Papp & Associates, LLP | 14 | 14 | 0.14% | 0.19% | 0.27% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 14 | 0.22% | 0.27% | 0.34% | Q2 2020 | Q3 2023 | 14 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 14 | 14 | 1.82% | 3.04% | 3.87% | Q2 2020 | Q3 2023 | 14 |
SUMMIT FINANCIAL GROUP, INC. | 14 | 14 | 0.84% | 0.99% | 1.19% | Q2 2020 | Q3 2023 | 14 |
JONES FINANCIAL COMPANIES LLLP | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.16% | 0.33% | 0.52% | Q2 2020 | Q3 2023 | 14 |
STRS OHIO | 14 | 14 | 0.13% | 0.27% | 0.41% | Q2 2020 | Q3 2023 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.20% | 0.27% | 0.39% | Q2 2020 | Q3 2023 | 14 |
CAMBIAR INVESTORS LLC | 14 | 14 | 1.15% | 1.74% | 2.47% | Q2 2020 | Q3 2023 | 14 |
WHITENER CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.11% | 0.32% | 0.76% | Q2 2020 | Q3 2023 | 14 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 14 | 14 | 0.64% | 1.30% | 2.83% | Q2 2020 | Q3 2023 | 14 |
MONTAG A & ASSOCIATES INC | 14 | 14 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 14 |
ST GERMAIN D J CO INC | 11 | 3 | 0.03% | 0.07% | 0.09% | Q2 2020 | Q4 2023 | 14 |
CRAWFORD INVESTMENT COUNSEL INC | 14 | 14 | 1.18% | 1.43% | 1.69% | Q2 2020 | Q3 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 14 | 0.05% | 0.10% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.11% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Haverford Trust Co | 14 | 14 | 1.24% | 2.00% | 2.51% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 14 | 14 | 0.27% | 0.42% | 0.60% | Q2 2020 | Q3 2023 | 14 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 14 | 0.01% | 0.16% | 0.60% | Q2 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.18% | 0.26% | 0.31% | Q2 2020 | Q3 2023 | 14 |
KLINGENSTEIN FIELDS & CO LP | 14 | 14 | 1.14% | 1.50% | 1.94% | Q2 2020 | Q3 2023 | 14 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.46% | 0.70% | 0.92% | Q2 2020 | Q3 2023 | 14 |
CAPITAL ADVISORS INC/OK | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 14 | 0.14% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 14 |
WASHINGTON TRUST BANK | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 10 | 3 | 0.00% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 14 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 14 | 14 | 0.23% | 0.34% | 0.44% | Q2 2020 | Q3 2023 | 14 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14 | 14 | 0.07% | 0.59% | 1.29% | Q2 2020 | Q3 2023 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.10% | 0.14% | 0.23% | Q2 2020 | Q3 2023 | 14 |
BAHL & GAYNOR INC | 14 | 14 | 0.09% | 0.27% | 0.86% | Q2 2020 | Q3 2023 | 14 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 14 | 14 | 0.42% | 0.65% | 1.00% | Q2 2020 | Q3 2023 | 14 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 14 | 14 | 1.72% | 3.17% | 4.16% | Q2 2020 | Q3 2023 | 14 |
WENDELL DAVID ASSOCIATES INC | 14 | 14 | 0.51% | 0.65% | 0.83% | Q2 2020 | Q3 2023 | 14 |
GRIFFIN ASSET MANAGEMENT, INC. | 14 | 14 | 0.19% | 0.29% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Atlantic Union Bankshares Corp | 14 | 14 | 0.02% | 0.71% | 0.97% | Q2 2020 | Q3 2023 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 14 | 0.39% | 0.49% | 0.61% | Q2 2020 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.58% | 0.85% | 1.04% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.22% | 0.34% | 0.40% | Q2 2020 | Q3 2023 | 14 |
CONNORS INVESTOR SERVICES INC | 14 | 14 | 0.84% | 1.79% | 2.36% | Q2 2020 | Q3 2023 | 14 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 14 | 14 | 0.70% | 0.87% | 1.07% | Q2 2020 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.04% | 0.08% | 0.28% | Q2 2020 | Q3 2023 | 14 |
FACTORY MUTUAL INSURANCE CO | 14 | 14 | 0.34% | 0.72% | 0.86% | Q2 2020 | Q3 2023 | 14 |
SENTRY INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.11% | 0.35% | 0.46% | Q2 2020 | Q3 2023 | 14 |
DAVIS R M INC | 14 | 14 | 0.70% | 0.83% | 1.01% | Q2 2020 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 14 | 14 | 0.04% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 14 |
DELTA CAPITAL MANAGEMENT LLC | 14 | 14 | 1.23% | 1.47% | 1.74% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.20% | 0.29% | 0.37% | Q2 2020 | Q3 2023 | 14 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 14 | 14 | 0.06% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
ALLSTATE CORP | 14 | 14 | 0.02% | 0.11% | 0.23% | Q2 2020 | Q3 2023 | 14 |
BRYN MAWR TRUST Co | 14 | 14 | 0.08% | 0.13% | 0.44% | Q2 2020 | Q3 2023 | 14 |
WELLINGTON MANAGEMENT GROUP LLP | 14 | 14 | 0.52% | 0.78% | 0.93% | Q2 2020 | Q3 2023 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14 | 14 | 0.15% | 0.23% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.16% | 0.31% | 0.48% | Q2 2020 | Q3 2023 | 14 |
CONNABLE OFFICE INC | 14 | 14 | 0.26% | 0.43% | 0.56% | Q2 2020 | Q3 2023 | 14 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 14 | 14 | 1.40% | 1.77% | 2.10% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 14 | 14 | 0.17% | 0.22% | 0.29% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.21% | 0.28% | 0.34% | Q2 2020 | Q3 2023 | 14 |
MACKENZIE FINANCIAL CORP | 14 | 14 | 0.03% | 0.09% | 0.29% | Q2 2020 | Q3 2023 | 14 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.15% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.22% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 14 |
HARTFORD INVESTMENT MANAGEMENT CO | 14 | 14 | 0.29% | 0.36% | 0.44% | Q2 2020 | Q3 2023 | 14 |
VALLEY WEALTH MANAGERS, INC. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AVITY INVESTMENT MANAGEMENT INC. | 14 | 14 | 0.02% | 1.73% | 3.96% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.08% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 14 | 14 | 0.30% | 1.17% | 1.58% | Q2 2020 | Q3 2023 | 14 |
GUYASUTA INVESTMENT ADVISORS INC | 14 | 14 | 0.03% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 14 |
SKBA CAPITAL MANAGEMENT LLC | 14 | 14 | 1.48% | 2.69% | 3.57% | Q2 2020 | Q3 2023 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 14 | 0.07% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 14 |
UMB Bank, n.a. | 14 | 14 | 0.14% | 0.25% | 0.53% | Q2 2020 | Q3 2023 | 14 |
WEATHERLY ASSET MANAGEMENT L. P. | 14 | 14 | 0.19% | 0.30% | 0.39% | Q2 2020 | Q3 2023 | 14 |
Matthew Goff Investment Advisor, LLC | 14 | 14 | 0.78% | 1.08% | 1.38% | Q2 2020 | Q3 2023 | 14 |
FRONT BARNETT ASSOCIATES LLC | 14 | 14 | 1.34% | 1.98% | 2.72% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.48% | 0.62% | 0.75% | Q2 2020 | Q3 2023 | 14 |
HERITAGE INVESTORS MANAGEMENT CORP | 14 | 14 | 0.85% | 0.99% | 1.16% | Q2 2020 | Q3 2023 | 14 |
FAYEZ SAROFIM & CO | 14 | 14 | 0.42% | 0.55% | 0.79% | Q2 2020 | Q3 2023 | 14 |
SUMITOMO LIFE INSURANCE CO | 14 | 14 | 0.04% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.25% | 0.31% | 0.40% | Q2 2020 | Q3 2023 | 14 |
MOODY LYNN & LIEBERSON, LLC | 14 | 14 | 0.13% | 0.36% | 0.69% | Q2 2020 | Q3 2023 | 14 |
MONARCH CAPITAL MANAGEMENT INC/ | 14 | 14 | 0.38% | 0.50% | 0.75% | Q2 2020 | Q3 2023 | 14 |
LEE DANNER & BASS INC | 14 | 14 | 0.60% | 0.81% | 1.02% | Q2 2020 | Q3 2023 | 14 |
BURNEY CO/ | 14 | 14 | 0.51% | 0.78% | 1.05% | Q2 2020 | Q3 2023 | 14 |
TORONTO DOMINION BANK | 14 | 14 | 0.00% | 0.12% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Olstein Capital Management, L.P. | 14 | 14 | 0.58% | 1.01% | 1.31% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.07% | 0.22% | 0.42% | Q2 2020 | Q3 2023 | 14 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 14 | 14 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 14 |
FINANCIAL COUNSELORS INC | 14 | 14 | 0.53% | 0.75% | 0.97% | Q2 2020 | Q3 2023 | 14 |
Hollow Brook Wealth Management LLC | 13 | 13 | 0.95% | 1.33% | 1.61% | Q2 2020 | Q2 2023 | 13 |
Baker Ellis Asset Management LLC | 12 | 1 | 0.66% | 0.90% | 1.15% | Q2 2020 | Q3 2023 | 13 |
TRUST CO OF OKLAHOMA | 13 | 13 | 0.75% | 1.22% | 1.58% | Q3 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.30% | 0.39% | 0.52% | Q1 2012 | Q3 2023 | 13 |
RiverGlades Family Offices LLC | 9 | 4 | 0.23% | 0.27% | 0.33% | Q2 2020 | Q3 2023 | 13 |
Advisors Capital Management, LLC | 13 | 13 | 0.58% | 0.73% | 1.14% | Q2 2020 | Q2 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.08% | 0.44% | 0.86% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 1 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Keudell/Morrison Wealth Management | 12 | 1 | 0.39% | 0.60% | 0.82% | Q2 2020 | Q3 2023 | 13 |
ROCKLAND TRUST CO | 13 | 13 | 0.06% | 0.43% | 1.51% | Q3 2020 | Q3 2023 | 13 |
VICUS CAPITAL | 8 | 5 | 0.03% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 13 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 2 | 0.27% | 0.57% | 1.01% | Q2 2020 | Q3 2023 | 13 |
Wealth Alliance Advisory Group, LLC | 13 | 13 | 0.43% | 0.72% | 0.82% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
HHM Wealth Advisors, LLC | 10 | 3 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.05% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 13 |
CAPITAL CITY TRUST CO/FL | 12 | 1 | 0.38% | 0.68% | 0.90% | Q2 2020 | Q3 2023 | 13 |
GERMAN AMERICAN BANCORP, INC. | 13 | 13 | 0.27% | 0.35% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Covenant Asset Management, LLC | 9 | 4 | 0.09% | 0.31% | 0.99% | Q2 2020 | Q3 2023 | 13 |
Tranquility Partners, LLC | 7 | 6 | 0.12% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 13 |
HCR Wealth Advisors | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SignalPoint Asset Management, LLC | 13 | 13 | 0.10% | 0.16% | 0.20% | Q3 2020 | Q3 2023 | 13 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
CVA Family Office, LLC | 10 | 3 | 0.09% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 13 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 5 | 0.01% | 0.07% | 0.28% | Q2 2020 | Q3 2023 | 13 |
Jacobsen Capital Management | 13 | 13 | 0.15% | 0.46% | 0.65% | Q3 2020 | Q3 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 11 | 2 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 13 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 3 | 0.45% | 0.69% | 0.80% | Q2 2020 | Q3 2023 | 13 |
HALL CAPITAL MANAGEMENT CO INC | 10 | 3 | 0.19% | 0.26% | 0.40% | Q2 2020 | Q3 2023 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Oliver Luxxe Assets LLC | 13 | 13 | 0.54% | 0.82% | 1.13% | Q2 2020 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.28% | 0.38% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Intercontinental Wealth Advisors, LLC | 13 | 13 | 0.22% | 0.32% | 0.46% | Q2 2020 | Q2 2023 | 13 |
VESTOR CAPITAL, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Asio Capital, LLC | 7 | 6 | 0.74% | 0.92% | 1.24% | Q2 2020 | Q3 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Sunflower Bank, N.A. | 13 | 13 | 0.10% | 0.12% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Leisure Capital Management | 12 | 1 | 0.13% | 0.18% | 0.21% | Q2 2020 | Q3 2023 | 13 |
Busey Bank | 13 | 13 | 0.55% | 0.68% | 0.81% | Q3 2020 | Q3 2023 | 13 |
Clearstead Trust, LLC | 10 | 3 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 13 |
Godshalk Welsh Capital Management, Inc. | 13 | 13 | 0.40% | 0.47% | 0.55% | Q3 2020 | Q3 2023 | 13 |
Cheviot Value Management, LLC | 13 | 13 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 7 | 6 | 0.02% | 0.10% | 0.75% | Q2 2020 | Q3 2023 | 13 |
Accredited Investors Inc. | 12 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
ALTFEST L J & CO INC | 13 | 13 | 0.08% | 0.18% | 0.53% | Q3 2020 | Q3 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 5 | 0.14% | 0.29% | 0.39% | Q2 2020 | Q3 2023 | 13 |
J.P. Marvel Investment Advisors, LLC | 13 | 13 | 0.97% | 1.22% | 1.57% | Q2 2020 | Q2 2023 | 13 |
BAR HARBOR WEALTH MANAGEMENT | 13 | 13 | 0.12% | 0.17% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Covenant Partners, LLC | 11 | 2 | 0.10% | 0.21% | 0.31% | Q2 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 13 | 13 | 0.09% | 0.24% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Thomasville National Bank | 10 | 3 | 1.28% | 1.58% | 2.06% | Q2 2020 | Q3 2023 | 13 |
Waverly Advisors, LLC | 12 | 1 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Verdence Capital Advisors LLC | 7 | 6 | 0.10% | 0.21% | 0.28% | Q2 2020 | Q3 2023 | 13 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 11 | 2 | 0.10% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 13 |
Vigilant Capital Management, LLC | 13 | 13 | 0.04% | 0.29% | 1.55% | Q2 2020 | Q2 2023 | 13 |
TIAA, FSB | 13 | 13 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q2 2023 | 13 |
Providence Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 13 | 13 | 0.92% | 1.42% | 1.68% | Q3 2020 | Q3 2023 | 13 |
Rehmann Capital Advisory Group | 12 | 1 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.42% | 0.71% | 0.83% | Q3 2020 | Q3 2023 | 13 |
Veritable, L.P. | 13 | 13 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q2 2023 | 13 |
Patten Group, Inc. | 13 | 13 | 0.56% | 0.97% | 1.22% | Q3 2020 | Q3 2023 | 13 |
INGALLS & SNYDER LLC | 12 | 1 | 0.62% | 0.79% | 1.04% | Q2 2020 | Q3 2023 | 13 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
BELLEVUE ASSET MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.15% | 0.19% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Camelot Portfolios, LLC | 13 | 13 | 0.11% | 0.15% | 0.24% | Q2 2020 | Q2 2023 | 13 |
Formidable Asset Management, LLC | 9 | 4 | 0.11% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 13 |
Bremer Bank National Association | 13 | 13 | 0.04% | 0.13% | 0.33% | Q3 2020 | Q3 2023 | 13 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 9 | 4 | 0.05% | 0.20% | 0.44% | Q2 2020 | Q3 2023 | 13 |
Wesleyan Assurance Society | 13 | 13 | 0.92% | 1.27% | 1.58% | Q3 2020 | Q3 2023 | 13 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 13 | 13 | 1.45% | 1.99% | 2.55% | Q2 2020 | Q2 2023 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Assenagon Asset Management S.A. | 11 | 2 | 0.00% | 0.20% | 0.67% | Q2 2020 | Q3 2023 | 13 |
Enterprise Bank & Trust Co | 13 | 13 | 0.10% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Sowell Financial Services LLC | 9 | 4 | 0.05% | 0.09% | 0.17% | Q1 2020 | Q3 2023 | 13 |
Radnor Capital Management, LLC | 8 | 5 | 0.18% | 0.31% | 0.88% | Q2 2020 | Q3 2023 | 13 |
COMERICA BANK | 11 | 2 | 0.00% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 13 |
FORBES J M & CO LLP | 9 | 4 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 13 |
Bedel Financial Consulting, Inc. | 13 | 13 | 0.09% | 0.13% | 0.16% | Q2 2020 | Q2 2023 | 13 |
Argyle Capital Management Inc. | 7 | 6 | 1.55% | 1.83% | 2.06% | Q2 2020 | Q3 2023 | 13 |
Auxano Advisors, LLC | 13 | 13 | 0.18% | 0.37% | 0.58% | Q3 2020 | Q3 2023 | 13 |
ROCKY MOUNTAIN ADVISERS, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Horizon Investments, LLC | 13 | 13 | 0.04% | 0.23% | 2.10% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.03% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
FARMERS & MERCHANTS INVESTMENTS INC | 13 | 13 | 0.24% | 0.35% | 0.46% | Q3 2020 | Q3 2023 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 4 | 0.30% | 0.41% | 0.55% | Q2 2020 | Q3 2023 | 13 |
Connecticut Wealth Management, LLC | 11 | 2 | 1.09% | 4.37% | 7.41% | Q2 2020 | Q3 2023 | 13 |
TEXAS CAPITAL BANCSHARES INC/TX | 11 | 2 | 0.16% | 0.25% | 0.37% | Q2 2020 | Q3 2023 | 13 |
Advisors Asset Management, Inc. | 9 | 4 | 0.16% | 0.21% | 0.24% | Q2 2020 | Q3 2023 | 13 |
ZWJ INVESTMENT COUNSEL INC | 10 | 3 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Oak Grove Capital LLC | 11 | 2 | 0.18% | 1.08% | 2.05% | Q2 2020 | Q3 2023 | 13 |
Bank OZK | 13 | 13 | 0.12% | 0.17% | 0.22% | Q2 2020 | Q2 2023 | 13 |
Foyston, Gordon, & Payne Inc | 11 | 2 | 0.33% | 1.57% | 3.16% | Q2 2020 | Q3 2023 | 13 |
Lehman & Derafelo Financial Resources LLC | 11 | 11 | 0.06% | 0.11% | 0.43% | Q2 2020 | Q4 2022 | 13 |
Wolff Financial Management LLC | 8 | 5 | 0.14% | 0.22% | 0.47% | Q1 2020 | Q3 2023 | 13 |
ProShare Advisors LLC | 10 | 3 | 0.05% | 0.16% | 0.54% | Q2 2020 | Q3 2023 | 13 |
VAN ECK ASSOCIATES CORP | 10 | 3 | 0.00% | 0.18% | 0.37% | Q1 2020 | Q3 2023 | 13 |
Westhampton Capital, LLC | 7 | 6 | 1.09% | 1.40% | 1.70% | Q2 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 5 | 0.04% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Buckley Wealth Management, LLC | 13 | 13 | 0.14% | 0.41% | 0.75% | Q2 2020 | Q2 2023 | 13 |
Carnegie Capital Asset Management, LLC | 7 | 6 | 0.17% | 0.26% | 0.38% | Q2 2020 | Q3 2023 | 13 |
CGN Advisors LLC | 13 | 13 | 0.10% | 0.21% | 0.33% | Q4 2020 | Q4 2023 | 13 |
Winthrop Advisory Group LLC | 12 | 1 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 13 |
Legacy Financial Advisors, Inc. | 13 | 13 | 0.05% | 0.19% | 0.26% | Q3 2020 | Q3 2023 | 13 |
1832 Asset Management L.P. | 13 | 13 | 0.01% | 0.08% | 0.19% | Q3 2020 | Q3 2023 | 13 |
First National Bank of South Miami | 13 | 13 | 0.08% | 0.11% | 0.15% | Q2 2020 | Q2 2023 | 13 |
Meiji Yasuda Life Insurance Co | 13 | 13 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q2 2023 | 13 |
Zions Bancorporation, N.A. | 13 | 13 | 0.11% | 0.20% | 0.32% | Q3 2020 | Q3 2023 | 13 |
SPRENG CAPITAL MANAGEMENT, INC. | 13 | 13 | 0.19% | 0.25% | 0.35% | Q2 2020 | Q2 2023 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 13 | 13 | 0.86% | 1.14% | 1.40% | Q3 2020 | Q3 2023 | 13 |
Frisch Financial Group, Inc. | 12 | 1 | 0.14% | 0.15% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Harvest Fund Management Co., Ltd | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q2 2023 | 13 |
Marquette Asset Management, LLC | 11 | 2 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 13 |
Mutual Advisors, LLC | 9 | 4 | 0.06% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Hanson & Doremus Investment Management | 8 | 5 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.14% | 0.20% | 0.27% | Q2 2020 | Q2 2023 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 3 | 0.00% | 0.20% | 0.60% | Q2 2020 | Q3 2023 | 13 |
GARLAND CAPITAL MANAGEMENT INC | 9 | 4 | 2.00% | 2.38% | 2.74% | Q2 2020 | Q3 2023 | 13 |
Crewe Advisors LLC | 13 | 13 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q2 2023 | 13 |
Lee Financial Co | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
ASSOCIATED BANC-CORP | 10 | 3 | 0.16% | 0.21% | 0.26% | Q2 2020 | Q3 2023 | 13 |
Legacy Bridge, LLC | 13 | 13 | 0.53% | 0.98% | 1.44% | Q2 2020 | Q2 2023 | 13 |
First Command Financial Services, Inc. | 13 | 13 | 0.10% | 0.18% | 0.29% | Q2 2020 | Q2 2023 | 13 |
D'Orazio & Associates, Inc. | 13 | 13 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q2 2023 | 13 |
180 WEALTH ADVISORS, LLC | 13 | 13 | 0.29% | 0.58% | 0.74% | Q2 2020 | Q2 2023 | 13 |
Aberdeen Wealth Management LLC | 12 | 1 | 0.40% | 0.53% | 0.67% | Q2 2020 | Q3 2023 | 13 |
Menard Financial Group LLC | 13 | 13 | 0.35% | 0.53% | 0.85% | Q2 2020 | Q2 2023 | 13 |
Moisand Fitzgerald Tamayo, LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 11 | 2 | 0.16% | 0.26% | 0.36% | Q2 2020 | Q3 2023 | 13 |
FAS Wealth Partners, Inc. | 12 | 1 | 0.06% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.12% | 0.26% | 0.46% | Q3 2020 | Q3 2023 | 13 |
Mathes Company, Inc. | 11 | 2 | 0.09% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 13 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Parkside Investments, LLC | 13 | 13 | 0.06% | 0.19% | 0.38% | Q2 2020 | Q2 2023 | 13 |
Hosking Partners LLP | 13 | 13 | 0.09% | 0.23% | 0.29% | Q2 2020 | Q2 2023 | 13 |
FDx Advisors, Inc. | 7 | 6 | 0.12% | 0.25% | 0.48% | Q2 2020 | Q3 2023 | 13 |
PEOPLES BANK /OH | 13 | 13 | 0.12% | 0.15% | 0.24% | Q2 2020 | Q2 2023 | 13 |
SIT INVESTMENT ASSOCIATES INC | 11 | 2 | 0.00% | 0.09% | 0.32% | Q2 2020 | Q3 2023 | 13 |
LEVIN CAPITAL STRATEGIES, L.P. | 13 | 13 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
CHATHAM CAPITAL GROUP, INC. | 12 | 1 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 13 |
First Command Bank | 13 | 13 | 0.10% | 0.19% | 0.29% | Q2 2020 | Q2 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.17% | 0.24% | 0.29% | Q2 2020 | Q2 2023 | 13 |
THOMAS WHITE INTERNATIONAL LTD | 13 | 13 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q2 2023 | 13 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 13 | 13 | 0.79% | 1.09% | 1.50% | Q2 2020 | Q2 2023 | 13 |
Orion Portfolio Solutions, LLC | 9 | 4 | 0.02% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.02% | 0.04% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Gratus Capital, LLC | 13 | 13 | 1.04% | 1.52% | 2.04% | Q3 2020 | Q3 2023 | 13 |
NICOLET BANKSHARES INC | 7 | 6 | 0.07% | 0.11% | 0.13% | Q2 2020 | Q3 2023 | 13 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Greylin Investment Management, Inc | 13 | 13 | 0.23% | 0.86% | 1.35% | Q3 2020 | Q3 2023 | 13 |
BOKF, NA | 9 | 4 | 0.12% | 0.24% | 0.40% | Q2 2020 | Q3 2023 | 13 |
CWS Financial Advisors, LLC | 8 | 5 | 0.13% | 0.22% | 0.28% | Q2 2020 | Q3 2023 | 13 |
Capital Advisors, Ltd. LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Certified Advisory Corp | 11 | 2 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.06% | 0.18% | 0.26% | Q3 2020 | Q3 2023 | 13 |
HOHIMER WEALTH MANAGEMENT, LLC | 13 | 13 | 0.54% | 0.77% | 0.97% | Q3 2020 | Q3 2023 | 13 |
Waldron Private Wealth LLC | 13 | 13 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Financial Advisors, LLC | 13 | 13 | 0.10% | 0.16% | 0.20% | Q3 2020 | Q3 2023 | 13 |
DIMENSION CAPITAL MANAGEMENT LLC | 11 | 2 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Seelaus Asset Management LLC | 13 | 13 | 0.16% | 0.64% | 1.32% | Q2 2020 | Q2 2023 | 13 |
FIRST HAWAIIAN BANK | 13 | 13 | 0.08% | 0.17% | 0.27% | Q3 2020 | Q3 2023 | 13 |
E&G Advisors, LP | 13 | 13 | 0.13% | 0.17% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Norinchukin Bank, The | 10 | 3 | 0.10% | 0.16% | 0.23% | Q2 2020 | Q3 2023 | 13 |
RMB Capital Management, LLC | 10 | 3 | 0.11% | 0.27% | 0.52% | Q2 2020 | Q3 2023 | 13 |
Adero Partners, LLC | 11 | 2 | 0.04% | 0.12% | 0.36% | Q2 2020 | Q3 2023 | 13 |
DONALDSON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.06% | 1.26% | 1.94% | Q3 2020 | Q3 2023 | 13 |
RIVER GLOBAL INVESTORS LLP | 13 | 13 | 0.27% | 0.47% | 0.80% | Q2 2020 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.09% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 13 |
CYPRESS ASSET MANAGEMENT INC/TX | 13 | 13 | 0.66% | 0.92% | 1.34% | Q2 2020 | Q2 2023 | 13 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 | 1 | 0.13% | 0.28% | 0.66% | Q2 2020 | Q3 2023 | 13 |
WEBSTER BANK, N. A. | 13 | 13 | 0.39% | 0.51% | 0.66% | Q3 2020 | Q3 2023 | 13 |
Founders Capital Management | 13 | 13 | 2.02% | 2.59% | 3.43% | Q4 2020 | Q4 2023 | 13 |
Oak Asset Management, LLC | 8 | 5 | 2.22% | 2.74% | 3.43% | Q2 2020 | Q3 2023 | 13 |
PineBridge Investments, L.P. | 13 | 13 | 0.00% | 0.12% | 0.32% | Q2 2020 | Q2 2023 | 13 |
MML INVESTORS SERVICES, LLC | 11 | 2 | 0.14% | 0.18% | 0.26% | Q2 2020 | Q3 2023 | 13 |
SHAYNE & JACOBS, LLC | 11 | 2 | 0.33% | 0.63% | 0.78% | Q2 2020 | Q3 2023 | 13 |
PrairieView Partners, LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 13 |
ROYAL LONDON ASSET MANAGEMENT LTD | 12 | 1 | 0.14% | 0.20% | 0.29% | Q2 2020 | Q3 2023 | 13 |
Bigelow Investment Advisors, LLC | 7 | 6 | 0.21% | 0.58% | 0.92% | Q2 2020 | Q3 2023 | 13 |
NJ State Employees Deferred Compensation Plan | 12 | 1 | 0.45% | 0.57% | 0.67% | Q2 2020 | Q3 2023 | 13 |
TWIN CAPITAL MANAGEMENT INC | 13 | 13 | 0.14% | 0.24% | 0.35% | Q2 2020 | Q2 2023 | 13 |
State of New Jersey Common Pension Fund D | 9 | 4 | 0.22% | 0.27% | 0.33% | Q2 2020 | Q3 2023 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 5 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Rossmore Private Capital | 13 | 13 | 0.81% | 1.02% | 1.24% | Q3 2020 | Q3 2023 | 13 |
BBR PARTNERS, LLC | 9 | 4 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 13 |
Aries Wealth Management | 7 | 6 | 0.34% | 0.43% | 0.53% | Q2 2020 | Q3 2023 | 13 |
BerganKDV Wealth Management, LLC | 13 | 13 | 0.04% | 0.09% | 0.17% | Q2 2020 | Q2 2023 | 13 |
Bridgecreek Investment Management, LLC | 13 | 13 | 0.50% | 0.95% | 1.52% | Q2 2020 | Q2 2023 | 13 |
Avantax Planning Partners, Inc. | 11 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 13 |
Quadrant Private Wealth Management, LLC | 9 | 4 | 0.12% | 0.19% | 0.25% | Q2 2020 | Q3 2023 | 13 |
Bristlecone Advisors, LLC | 9 | 4 | 0.22% | 0.31% | 0.40% | Q2 2020 | Q3 2023 | 13 |
Ratan Capital Management LP | 13 | 13 | 0.06% | 0.66% | 1.30% | Q3 2020 | Q3 2023 | 13 |
WESBANCO BANK INC | 11 | 2 | 0.59% | 0.82% | 1.01% | Q2 2020 | Q3 2023 | 13 |
New Jersey Better Educational Savings Trust | 13 | 13 | 0.56% | 0.85% | 1.10% | Q3 2020 | Q3 2023 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA TRUST CO | 13 | 13 | 0.09% | 0.20% | 0.27% | Q3 2020 | Q3 2023 | 13 |
MPS Loria Financial Planners, LLC | 8 | 5 | 0.12% | 0.16% | 0.20% | Q2 2020 | Q3 2023 | 13 |
DOHENY ASSET MANAGEMENT /CA | 8 | 5 | 0.16% | 0.23% | 0.37% | Q2 2020 | Q3 2023 | 13 |
Johnson Financial Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
REGIONS FINANCIAL CORP | 13 | 13 | 0.16% | 0.32% | 0.52% | Q3 2020 | Q3 2023 | 13 |
Sterling Investment Advisors, Ltd. | 12 | 1 | 0.05% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Endurance Wealth Management, Inc. | 13 | 13 | 0.02% | 0.10% | 0.18% | Q2 2020 | Q2 2023 | 13 |
ROBERTS GLORE & CO INC /IL/ | 13 | 13 | 0.60% | 0.77% | 0.95% | Q3 2020 | Q3 2023 | 13 |
Americana Partners, LLC | 12 | 1 | 0.15% | 0.85% | 1.50% | Q2 2020 | Q3 2023 | 13 |
Eastover Investment Advisors LLC | 13 | 13 | 2.11% | 2.88% | 3.48% | Q3 2020 | Q3 2023 | 13 |
DUPONT CAPITAL MANAGEMENT CORP | 13 | 13 | 0.06% | 0.25% | 0.49% | Q2 2020 | Q2 2023 | 13 |
Martin Capital Partners, LLC | 13 | 13 | 1.78% | 2.18% | 2.53% | Q2 2020 | Q2 2023 | 13 |
WHITTIER TRUST CO | 9 | 4 | 0.31% | 0.44% | 0.58% | Q2 2020 | Q3 2023 | 13 |
Family Firm, Inc. | 12 | 1 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Solstein Capital, LLC | 11 | 2 | 0.06% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 13 |
MCF Advisors LLC | 7 | 6 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 13 |
Northwest Bancshares, Inc. | 8 | 5 | 0.12% | 0.42% | 1.34% | Q2 2020 | Q3 2023 | 13 |
Keeley-Teton Advisors, LLC | 13 | 13 | 0.05% | 0.12% | 0.16% | Q2 2020 | Q2 2023 | 13 |
Kovitz Investment Group Partners, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.15% | 0.30% | 0.57% | Q2 2020 | Q3 2023 | 13 |
Essex Financial Services, Inc. | 13 | 13 | 0.41% | 0.56% | 0.78% | Q3 2020 | Q3 2023 | 13 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 6 | 0.78% | 0.98% | 1.09% | Q2 2020 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.09% | 0.19% | 0.28% | Q2 2020 | Q3 2023 | 13 |
SCHOLTZ & COMPANY, LLC | 13 | 13 | 1.07% | 3.57% | 6.00% | Q2 2020 | Q2 2023 | 13 |
Stack Financial Management, Inc | 13 | 13 | 2.12% | 3.19% | 4.54% | Q2 2020 | Q2 2023 | 13 |
Cornerstone Wealth Management, LLC | 10 | 3 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 13 |
Fort Sheridan Advisors LLC | 13 | 13 | 0.13% | 0.27% | 0.37% | Q3 2020 | Q3 2023 | 13 |
SCOTIA CAPITAL INC. | 13 | 13 | 0.04% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 13 | 0.48% | 1.20% | 1.70% | Q3 2020 | Q3 2023 | 13 |
AXA S.A. | 13 | 13 | 0.00% | 0.05% | 0.20% | Q2 2020 | Q2 2023 | 13 |
EagleClaw Capital Managment, LLC | 13 | 13 | 0.09% | 0.30% | 0.57% | Q2 2020 | Q2 2023 | 13 |
PRUDENTIAL PLC | 8 | 5 | 0.04% | 0.17% | 0.44% | Q2 2020 | Q3 2023 | 13 |
WEALTHSOURCE PARTNERS, LLC | 7 | 6 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.03% | 0.10% | 0.24% | Q2 2020 | Q3 2023 | 13 |
PAX Financial Group, LLC | 10 | 3 | 0.09% | 0.17% | 0.23% | Q2 2020 | Q3 2023 | 13 |
Avion Wealth | 13 | 13 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2023 | 13 |
Wealthcare Advisory Partners LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Gilman Hill Asset Management, LLC | 13 | 13 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
St. Louis Trust Co | 11 | 2 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 13 |
Pacific Center for Financial Services | 10 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
SECURITY NATIONAL BANK OF SO DAK | 11 | 2 | 0.92% | 1.26% | 1.80% | Q2 2020 | Q3 2023 | 13 |
Xcel Wealth Management, LLC | 13 | 13 | 0.80% | 1.15% | 1.44% | Q3 2020 | Q3 2023 | 13 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 11 | 2 | 0.67% | 0.93% | 1.19% | Q2 2020 | Q3 2023 | 13 |
TFG Advisers LLC | 13 | 13 | 0.16% | 0.20% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Intellectus Partners, LLC | 7 | 6 | 0.10% | 0.15% | 0.27% | Q2 2020 | Q3 2023 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 8 | 5 | 0.14% | 0.24% | 0.34% | Q2 2020 | Q3 2023 | 13 |
NBT BANK N A /NY | 13 | 13 | 0.61% | 0.80% | 0.96% | Q3 2020 | Q3 2023 | 13 |
Beck Bode, LLC | 11 | 2 | 0.10% | 0.16% | 0.24% | Q2 2020 | Q3 2023 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.16% | 0.23% | 0.29% | Q2 2020 | Q2 2023 | 13 |
BANK OF NOVA SCOTIA | 13 | 13 | 0.04% | 0.14% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Flaharty Asset Management, LLC | 9 | 4 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 13 |
Aveo Capital Partners, LLC | 11 | 1 | 0.04% | 0.07% | 0.20% | Q3 2020 | Q3 2023 | 12 |
Gladstone Institutional Advisory LLC | 12 | 12 | 0.05% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.12% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Terra Nova Asset Management LLC | 12 | 12 | 0.36% | 0.50% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2023 | 12 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.06% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
V Wealth Advisors LLC | 11 | 1 | 0.09% | 0.11% | 0.17% | Q2 2020 | Q2 2023 | 12 |
Signet Investment Advisory Group, Inc. | 12 | 12 | 0.25% | 0.32% | 0.38% | Q4 2020 | Q3 2023 | 12 |
First Dallas Securities Inc. | 12 | 12 | 0.16% | 0.24% | 0.39% | Q3 2020 | Q2 2023 | 12 |
WEDGEWOOD INVESTORS INC /PA/ | 12 | 12 | 0.56% | 0.70% | 0.83% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.66% | 1.14% | 1.33% | Q4 2020 | Q3 2023 | 12 |
FORT PITT CAPITAL GROUP, LLC | 12 | 12 | 1.05% | 1.73% | 2.32% | Q4 2020 | Q3 2023 | 12 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.14% | 0.19% | 0.37% | Q3 2020 | Q3 2023 | 12 |
Magnus Financial Group LLC | 10 | 1 | 0.02% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 12 |
StrategIQ Financial Group, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
COMPTON CAPITAL MANAGEMENT INC /RI | 12 | 12 | 0.56% | 0.91% | 1.22% | Q2 2020 | Q1 2023 | 12 |
AllGen Financial Advisors, Inc. | 12 | 12 | 0.64% | 1.51% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors, Inc. | 12 | 12 | 0.10% | 0.14% | 0.18% | Q1 2020 | Q4 2022 | 12 |
Old Port Advisors | 9 | 1 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 12 |
Canal Capital Management, LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.04% | 0.28% | 0.52% | Q3 2020 | Q3 2023 | 12 |
Quantinno Capital Management LP | 12 | 12 | 0.10% | 0.29% | 0.55% | Q4 2020 | Q3 2023 | 12 |
LITTLE HOUSE CAPITAL LLC | 9 | 3 | 0.38% | 1.18% | 1.44% | Q2 2020 | Q2 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.15% | 0.22% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Berkeley Capital Partners, LLC | 12 | 12 | 0.12% | 0.33% | 0.51% | Q4 2020 | Q3 2023 | 12 |
JSF Financial, LLC | 12 | 12 | 0.09% | 0.13% | 0.17% | Q3 2020 | Q2 2023 | 12 |
Canton Hathaway, LLC | 12 | 12 | 0.01% | 0.29% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Coho Partners, Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.62% | 0.97% | 1.42% | Q4 2020 | Q3 2023 | 12 |
1834 INVESTMENT ADVISORS CO | 8 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 0.31% | 0.51% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Parsec Financial Management, Inc. | 12 | 12 | 0.13% | 0.27% | 0.62% | Q2 2020 | Q1 2023 | 12 |
Edge Wealth Management LLC | 12 | 12 | 0.44% | 0.79% | 1.02% | Q3 2020 | Q2 2023 | 12 |
AFFINITY INVESTMENT ADVISORS, LLC | 11 | 1 | 0.08% | 0.13% | 0.27% | Q2 2020 | Q3 2023 | 12 |
WBH ADVISORY INC | 9 | 3 | 0.06% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 12 |
Members Trust Co | 10 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
TAP Consulting, LLC | 8 | 4 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q2 2023 | 12 |
SL ADVISORS, LLC | 12 | 12 | 0.58% | 1.29% | 1.54% | Q4 2020 | Q3 2023 | 12 |
Almanack Investment Partners, LLC. | 9 | 3 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q2 2023 | 12 |
Truvestments Capital LLC | 12 | 12 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.04% | 0.22% | 0.32% | Q2 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.20% | 0.32% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Willis Investment Counsel | 12 | 12 | 0.60% | 0.74% | 0.92% | Q2 2020 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.13% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.04% | 0.24% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 1.47% | 1.79% | 2.12% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.93% | 1.76% | 2.36% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.36% | 0.59% | 0.80% | Q4 2020 | Q3 2023 | 12 |
AUA CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.11% | 0.13% | 0.15% | Q2 2020 | Q1 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 0.21% | 0.33% | 0.46% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.33% | 0.50% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Gotham Asset Management, LLC | 9 | 3 | 0.01% | 0.07% | 0.36% | Q2 2020 | Q3 2023 | 12 |
Summit Asset Management, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BFSG, LLC | 6 | 6 | 0.34% | 0.59% | 0.89% | Q3 2020 | Q3 2023 | 12 |
Fiera Capital Corp | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
Cypress Capital, LLC | 12 | 12 | 0.24% | 0.62% | 1.69% | Q2 2020 | Q1 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.40% | 0.94% | 1.90% | Q4 2020 | Q3 2023 | 12 |
AMERICAN NATIONAL BANK | 8 | 4 | 0.00% | 0.03% | 0.14% | Q3 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.21% | 0.29% | 0.35% | Q4 2020 | Q3 2023 | 12 |
COMMUNITY TRUST & INVESTMENT CO | 12 | 12 | 0.47% | 0.98% | 1.32% | Q4 2020 | Q3 2023 | 12 |
JACKSON SQUARE CAPITAL, LLC | 12 | 12 | 0.13% | 0.21% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.30% | 0.40% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Tortoise Investment Management, LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 12 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
TD Capital Management LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.17% | 0.31% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.15% | 0.25% | 0.34% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.28% | 0.47% | 0.68% | Q4 2020 | Q3 2023 | 12 |
ROVIN CAPITAL /UT/ /ADV | 12 | 12 | 0.15% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Tamar Securities, LLC | 8 | 1 | 0.00% | 2.07% | 3.11% | Q2 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.64% | 1.30% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Archer Investment Corp | 9 | 3 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 12 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 7 | 5 | 0.08% | 0.17% | 0.21% | Q2 2020 | Q2 2023 | 12 |
Nippon Life Global Investors Americas, Inc. | 12 | 12 | 0.21% | 1.22% | 1.71% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 1.40% | 1.70% | 1.99% | Q4 2020 | Q3 2023 | 12 |
EARNEST PARTNERS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ANCHOR CAPITAL ADVISORS LLC | 12 | 12 | 0.29% | 0.38% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Artisan Partners Limited Partnership | 12 | 12 | 0.10% | 0.15% | 0.32% | Q2 2020 | Q1 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.22% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.18% | 0.21% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.07% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.10% | 0.16% | 0.26% | Q2 2020 | Q1 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.06% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Valley Brook Capital Group, Inc. | 12 | 12 | 1.69% | 2.49% | 3.00% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.14% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 1.02% | 1.26% | 1.75% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.22% | 0.28% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Berkshire Bank | 11 | 1 | 0.16% | 0.24% | 0.32% | Q3 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.48% | 0.60% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.04% | 0.18% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Financial Advisors Network, Inc. | 11 | 1 | 0.21% | 0.32% | 0.37% | Q2 2020 | Q3 2023 | 12 |
Paloma Partners Management Co | 5 | 3 | 0.00% | 0.09% | 0.33% | Q2 2020 | Q2 2022 | 12 |
DIAMANT ASSET MANAGEMENT, INC. | 8 | 4 | 1.71% | 2.12% | 2.63% | Q2 2020 | Q2 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.02% | 0.15% | 0.49% | Q2 2020 | Q2 2023 | 12 |
MARINO, STRAM & ASSOCIATES LLC | 12 | 12 | 0.08% | 0.15% | 0.60% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL CONSULATE, INC | 12 | 12 | 0.17% | 0.20% | 0.26% | Q2 2020 | Q1 2023 | 12 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.13% | 0.27% | 0.43% | Q4 2020 | Q3 2023 | 12 |
GAMCO INVESTORS, INC. ET AL | 7 | 1 | 0.02% | 0.03% | 0.11% | Q2 2020 | Q3 2023 | 12 |
Kinloch Capital, LLC | 12 | 12 | 1.28% | 1.74% | 2.08% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.63% | 0.75% | 0.94% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.03% | 0.11% | 0.41% | Q4 2020 | Q3 2023 | 12 |
MCRAE CAPITAL MANAGEMENT INC | 9 | 3 | 0.05% | 0.07% | 0.08% | Q2 2020 | Q2 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 6 | 0.00% | 0.27% | 1.13% | Q2 2020 | Q3 2023 | 12 |
First Heartland Consultants, Inc. | 12 | 12 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Clarity Financial LLC | 12 | 12 | 0.62% | 1.29% | 2.35% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Hills Bank & Trust Co | 9 | 3 | 0.03% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 12 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 2.80% | 3.80% | 4.21% | Q4 2020 | Q3 2023 | 12 |
Ascent Wealth Partners, LLC | 6 | 2 | 0.05% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 12 |
Midwest Professional Planners, LTD. | 12 | 12 | 0.19% | 0.90% | 1.23% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.96% | 1.35% | 2.56% | Q4 2020 | Q3 2023 | 12 |
Newman Dignan & Sheerar, Inc. | 6 | 6 | 0.17% | 0.41% | 0.57% | Q3 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.09% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Bison Wealth, LLC | 7 | 1 | 0.10% | 0.21% | 0.42% | Q2 2020 | Q3 2023 | 12 |
NICOLET ADVISORY SERVICES, LLC | 7 | 1 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 12 |
Kerntke Otto McGlone Wealth Management Group | 6 | 1 | 0.20% | 0.48% | 0.84% | Q2 2020 | Q3 2023 | 12 |
JACOBS & CO/CA | 12 | 12 | 0.11% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Measured Wealth Private Client Group, LLC | 12 | 12 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.27% | 0.45% | 0.62% | Q4 2020 | Q3 2023 | 12 |
HBC Financial Services, PLLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Platform Technology Partners | 10 | 1 | 0.57% | 0.81% | 1.02% | Q2 2020 | Q3 2023 | 12 |
Financial Architects, Inc | 8 | 4 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2023 | 12 |
Domani Wealth, LLC | 12 | 12 | 0.09% | 0.14% | 0.20% | Q2 2020 | Q1 2023 | 12 |
Qtron Investments LLC | 7 | 1 | 0.08% | 0.24% | 0.44% | Q2 2020 | Q3 2023 | 12 |
Mascoma Wealth Management LLC | 12 | 12 | 0.07% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Bouvel Investment Partners, LLC | 12 | 12 | 1.09% | 1.40% | 1.91% | Q4 2020 | Q3 2023 | 12 |
Eudaimonia Partners, LLC | 7 | 5 | 0.12% | 0.16% | 0.23% | Q3 2020 | Q3 2023 | 12 |
Man Group plc | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 12 |
MRA Advisory Group | 12 | 12 | 0.25% | 0.48% | 0.89% | Q4 2020 | Q3 2023 | 12 |
US FINANCIAL ADVISORS, LLC | 12 | 12 | 0.09% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Sabal Trust CO | 10 | 1 | 0.02% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
HNP Capital LLC | 12 | 12 | 0.42% | 0.57% | 1.06% | Q2 2020 | Q1 2023 | 12 |
Robinson Value Management, Ltd. | 12 | 12 | 2.16% | 2.57% | 2.98% | Q4 2020 | Q3 2023 | 12 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 1 | 0.04% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.73% | 0.80% | 0.89% | Q4 2020 | Q3 2023 | 12 |
Strategic Wealth Partners, Ltd. | 12 | 12 | 0.35% | 0.55% | 0.81% | Q2 2020 | Q1 2023 | 12 |
Southeast Asset Advisors Inc. | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.19% | 0.26% | 0.38% | Q4 2020 | Q3 2023 | 12 |
American Assets Investment Management, LLC | 12 | 12 | 0.24% | 0.32% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Cedar Brook Financial Partners, LLC | 11 | 1 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 12 |
Citizens Business Bank | 9 | 3 | 0.05% | 0.26% | 0.45% | Q2 2020 | Q2 2023 | 12 |
Jackson, Grant Investment Advisers, Inc. | 11 | 1 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 12 |
First Bank & Trust | 9 | 3 | 0.05% | 0.06% | 0.10% | Q2 2020 | Q2 2023 | 12 |
Jackson Hole Capital Partners, LLC | 10 | 2 | 0.80% | 1.01% | 1.19% | Q3 2020 | Q3 2023 | 12 |
Norway Savings Bank | 12 | 12 | 0.12% | 0.14% | 0.15% | Q3 2020 | Q2 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 0.62% | 1.44% | 2.83% | Q4 2020 | Q3 2023 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.27% | 0.36% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Foundations Investment Advisors, LLC | 12 | 12 | 0.04% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
CMH Wealth Management LLC | 11 | 11 | 0.91% | 1.24% | 1.66% | Q4 2020 | Q2 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.62% | 0.74% | 0.83% | Q2 2020 | Q4 2022 | 11 |
Nikulski Financial, Inc. | 8 | 3 | 0.25% | 0.43% | 0.56% | Q2 2020 | Q2 2023 | 11 |
NATIXIS | 9 | 2 | 0.02% | 0.15% | 0.30% | Q4 2020 | Q3 2023 | 11 |
BANK OF THE WEST | 11 | 11 | 0.14% | 0.18% | 0.26% | Q2 2020 | Q4 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Wealth Management Partners, LLC | 11 | 11 | 0.17% | 0.23% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.51% | 0.66% | 0.79% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.09% | 0.26% | 0.35% | Q4 2020 | Q2 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.03% | 0.07% | 0.43% | Q4 2020 | Q2 2023 | 11 |
Greenhouse Wealth Management, LLC | 11 | 11 | 0.20% | 0.23% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Element Wealth, LLC | 11 | 11 | 0.19% | 0.22% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.06% | 0.19% | 0.29% | Q4 2020 | Q3 2023 | 11 |
Carlson Capital Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
DB Wealth Management Group, LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
MIDDLETON & CO INC/MA | 9 | 1 | 0.12% | 0.29% | 0.51% | Q2 2020 | Q3 2023 | 11 |
Mattern Wealth Management LLC | 7 | 1 | 0.33% | 0.57% | 1.04% | Q2 2020 | Q3 2023 | 11 |
Balentine LLC | 9 | 2 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 11 |
USS Investment Management Ltd | 7 | 2 | 0.03% | 0.35% | 0.91% | Q3 2020 | Q3 2023 | 11 |
Financial Advantage, Inc. | 11 | 11 | 2.62% | 3.13% | 3.71% | Q1 2021 | Q3 2023 | 11 |
COWA, LLC | 11 | 11 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q2 2023 | 11 |
WAYCROSS PARTNERS, LLC | 9 | 2 | 0.05% | 0.47% | 0.95% | Q4 2020 | Q3 2023 | 11 |
Insight Advisors, LLC/ PA | 8 | 3 | 0.10% | 0.22% | 0.33% | Q4 2020 | Q3 2023 | 11 |
BEACON FINANCIAL GROUP | 8 | 3 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2023 | 11 |
AXS Investments LLC | 11 | 11 | 0.12% | 0.33% | 0.68% | Q1 2021 | Q3 2023 | 11 |
Sippican Capital Advisors | 11 | 11 | 0.81% | 1.13% | 1.34% | Q1 2021 | Q3 2023 | 11 |
Bank of Marin | 10 | 1 | 0.16% | 0.21% | 0.26% | Q2 2020 | Q1 2023 | 11 |
GeoWealth Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 11 | 11 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q4 2022 | 11 |
CFM WEALTH PARTNERS LLC | 9 | 2 | 0.05% | 0.10% | 0.18% | Q2 2020 | Q2 2023 | 11 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.70% | 1.00% | 1.21% | Q2 2020 | Q3 2023 | 11 |
KELLEHER FINANCIAL ADVISORS | 4 | 1 | 0.06% | 0.13% | 0.26% | Q2 2020 | Q3 2023 | 11 |
DFPG INVESTMENTS, LLC | 11 | 11 | 0.09% | 0.17% | 0.33% | Q1 2021 | Q3 2023 | 11 |
CAPITAL MANAGEMENT CORP /VA | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
First Citizens Financial Corp | 9 | 2 | 0.18% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.23% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 11 |
Brookstone Capital Management | 7 | 4 | 0.03% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Austin Private Wealth, LLC | 8 | 1 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 11 |
Oxbow Advisors, LLC | 11 | 11 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q4 2022 | 11 |
Sageworth Trust Co | 6 | 5 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q1 2023 | 11 |
PFG Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.10% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Morningstar Investment Services LLC | 11 | 11 | 0.16% | 0.19% | 0.23% | Q4 2020 | Q2 2023 | 11 |
FIRST NATIONAL CORP /MA/ /ADV | 11 | 11 | 0.05% | 0.28% | 0.49% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.19% | 0.28% | 0.36% | Q4 2020 | Q3 2023 | 11 |
Lumbard & Kellner, LLC | 9 | 2 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Abacus Planning Group, Inc. | 11 | 11 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q2 2023 | 11 |
One Capital Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7 | 4 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Freemont Management S.A. | 7 | 4 | 1.14% | 1.53% | 2.76% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 1.00% | 1.13% | 1.34% | Q1 2021 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 11 |
GAMBLE JONES INVESTMENT COUNSEL | 11 | 11 | 0.57% | 0.82% | 1.02% | Q2 2020 | Q4 2022 | 11 |
Sierra Capital LLC | 11 | 11 | 0.01% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.05% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 11 |
Hoese & Co LLP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 8 | 3 | 0.13% | 0.30% | 0.37% | Q2 2020 | Q1 2023 | 11 |
Dana Investment Advisors, Inc. | 11 | 11 | 0.14% | 0.50% | 0.77% | Q1 2021 | Q3 2023 | 11 |
Capital Planning Advisors, LLC | 10 | 1 | 0.08% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 4 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Argent Advisors, Inc. | 11 | 11 | 0.13% | 0.17% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Leelyn Smith, LLC | 11 | 11 | 0.01% | 0.32% | 2.20% | Q2 2020 | Q4 2022 | 11 |
CSM Advisors, LLC | 11 | 11 | 0.43% | 0.57% | 0.92% | Q1 2021 | Q3 2023 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Trust Co | 11 | 11 | 0.03% | 0.10% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Maven Securities LTD | 6 | 2 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 11 |
McGowan Group Asset Management, Inc. | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 11 |
KG&L Capital Management,LLC | 9 | 2 | 0.13% | 0.40% | 0.53% | Q3 2020 | Q3 2023 | 11 |
Trust Co of Kansas | 11 | 11 | 0.16% | 0.36% | 0.45% | Q1 2021 | Q3 2023 | 11 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 9 | 2 | 0.30% | 0.87% | 1.92% | Q2 2020 | Q2 2023 | 11 |
Vident Investment Advisory, LLC | 8 | 3 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.01% | 0.11% | 0.34% | Q4 2020 | Q4 2023 | 11 |
Empire Life Investments Inc. | 11 | 11 | 2.40% | 2.89% | 3.39% | Q1 2021 | Q3 2023 | 11 |
Employees Retirement System of Texas | 11 | 11 | 0.27% | 0.40% | 0.60% | Q2 2020 | Q4 2022 | 11 |
Trinity Financial Advisors LLC | 6 | 5 | 0.18% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Manchester Capital Management LLC | 8 | 3 | 0.04% | 0.12% | 0.64% | Q2 2020 | Q3 2023 | 11 |
L & S Advisors Inc | 11 | 11 | 0.03% | 0.20% | 0.48% | Q2 2020 | Q4 2022 | 11 |
M Holdings Securities, Inc. | 6 | 5 | 0.43% | 0.69% | 1.16% | Q2 2020 | Q2 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.03% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Semmax Financial Advisors Inc. | 7 | 1 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.12% | 0.26% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Arcus Capital Partners, LLC | 7 | 1 | 0.03% | 0.09% | 0.17% | Q2 2020 | Q2 2023 | 11 |
BROOKS, MOORE & ASSOCIATES, INC. | 11 | 11 | 0.13% | 0.35% | 1.14% | Q1 2021 | Q3 2023 | 11 |
Proficio Capital Partners LLC | 11 | 11 | 0.04% | 0.10% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Community Bank & Trust, Waco, Texas | 11 | 11 | 0.24% | 0.31% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisory Services, LLC | 7 | 1 | 0.06% | 0.12% | 0.15% | Q2 2020 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.16% | 0.76% | 0.97% | Q1 2021 | Q3 2023 | 11 |
NORGES BANK | 11 | 11 | 0.23% | 0.30% | 0.38% | Q2 2020 | Q4 2022 | 11 |
Octavia Wealth Advisors, LLC | 7 | 4 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.89% | 1.08% | 1.57% | Q2 2020 | Q4 2022 | 11 |
STABLEFORD CAPITAL II LLC | 9 | 2 | 0.32% | 0.37% | 0.41% | Q4 2020 | Q3 2023 | 11 |
CIM, LLC | 11 | 11 | 0.14% | 0.23% | 0.35% | Q2 2020 | Q4 2022 | 11 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.00% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Werlinich Asset Management, LLC | 11 | 11 | 1.52% | 1.90% | 2.30% | Q1 2021 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
M.D. Sass, Inc. | 11 | 11 | 2.23% | 4.50% | 6.76% | Q1 2021 | Q3 2023 | 11 |
Silicon Valley Capital Partners | 11 | 11 | 0.01% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 5 | 0.03% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 11 |
SevenBridge Financial Group, LLC | 6 | 5 | 0.44% | 0.77% | 0.98% | Q4 2020 | Q3 2023 | 11 |
Buckingham Capital Management, Inc. | 6 | 1 | 0.14% | 0.31% | 0.90% | Q2 2020 | Q2 2023 | 11 |
B&D White Capital Company, LLC | 9 | 1 | 0.18% | 0.72% | 5.30% | Q4 2020 | Q3 2023 | 11 |
Harbor Advisors LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
RATIONAL ADVISORS LLC | 9 | 2 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 1.02% | 1.42% | 1.94% | Q4 2020 | Q3 2023 | 11 |
Iron Horse Wealth Management, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
CreativeOne Wealth, LLC | 11 | 11 | 0.06% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.14% | 0.24% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 11 | 11 | 0.76% | 1.68% | 2.96% | Q1 2021 | Q3 2023 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 3 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q2 2023 | 11 |
GOFEN & GLOSSBERG LLC /IL/ | 11 | 11 | 0.70% | 0.88% | 1.11% | Q2 2020 | Q4 2022 | 11 |
NVWM, LLC | 7 | 4 | 0.00% | 0.09% | 0.26% | Q1 2020 | Q2 2023 | 11 |
Acropolis Investment Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 5 | 2 | 0.02% | 0.12% | 0.30% | Q2 2020 | Q3 2023 | 11 |
Regent Investment Management LLC | 11 | 11 | 0.22% | 0.85% | 1.24% | Q2 2020 | Q4 2022 | 11 |
BOK Financial Private Wealth, Inc. | 10 | 1 | 0.02% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 11 |
F3Logic, LLC | 11 | 11 | 0.05% | 0.15% | 0.38% | Q2 2020 | Q4 2022 | 11 |
WISCONSIN CAPITAL MANAGEMENT LLC | 11 | 11 | 0.92% | 2.17% | 4.29% | Q2 2020 | Q4 2022 | 11 |
Adalta Capital Management LLC | 11 | 11 | 0.05% | 0.08% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Johnson Midwest Financial, LLC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
HOLDERNESS INVESTMENTS CO | 7 | 4 | 0.42% | 0.62% | 0.81% | Q3 2020 | Q3 2023 | 11 |
FLC Capital Advisors | 11 | 11 | 0.15% | 0.19% | 0.23% | Q4 2020 | Q2 2023 | 11 |
DAVIS SELECTED ADVISERS | 11 | 11 | 0.08% | 1.38% | 4.02% | Q2 2020 | Q4 2022 | 11 |
INVERNESS COUNSEL LLC /NY/ | 10 | 10 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Lafayette Investments | 10 | 10 | 0.10% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Opes Wealth Management LLC | 10 | 10 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 10 |
AGF INVESTMENTS INC. | 10 | 10 | 0.12% | 0.18% | 0.21% | Q2 2020 | Q3 2022 | 10 |
REGENTATLANTIC CAPITAL LLC | 10 | 10 | 0.34% | 0.39% | 0.49% | Q2 2020 | Q3 2022 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.10% | 0.24% | 0.31% | Q2 2021 | Q3 2023 | 10 |
ACG Wealth | 10 | 10 | 0.17% | 0.26% | 0.36% | Q2 2020 | Q3 2022 | 10 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 10 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 10 | 0.06% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Ironwood Wealth Management, LLC. | 10 | 10 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q3 2022 | 10 |
Paragon Capital Management LLC | 6 | 2 | 0.11% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.64% | 0.77% | 0.91% | Q2 2021 | Q3 2023 | 10 |
Advisor OS, LLC | 10 | 10 | 0.06% | 0.10% | 0.23% | Q2 2021 | Q3 2023 | 10 |
ALTERNA WEALTH MANAGEMENT, INC | 7 | 3 | 0.19% | 0.27% | 0.33% | Q2 2020 | Q2 2023 | 10 |
HighTower Trust Company, N.A. | 6 | 2 | 0.50% | 0.59% | 0.70% | Q2 2020 | Q1 2023 | 10 |
Ashfield Capital Partners, LLC | 10 | 10 | 0.44% | 0.63% | 1.02% | Q2 2020 | Q3 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SEEYOND | 10 | 10 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q4 2022 | 10 |
Eliot Finkel Investment Counsel, LLC | 4 | 2 | 0.37% | 0.52% | 0.70% | Q2 2020 | Q3 2023 | 10 |
Lavaca Capital LLC | 6 | 4 | 0.02% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 10 |
PIONEER TRUST BANK N A/OR | 10 | 10 | 0.56% | 1.13% | 1.58% | Q2 2021 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 4 | 2 | 0.24% | 0.34% | 0.46% | Q2 2020 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.08% | 0.16% | 0.25% | Q2 2020 | Q3 2023 | 10 |
Angeles Investment Advisors, LLC | 6 | 4 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Derbend Asset Management | 10 | 10 | 0.62% | 1.29% | 2.06% | Q2 2021 | Q3 2023 | 10 |
Covington Capital Management | 10 | 10 | 0.45% | 0.56% | 0.69% | Q2 2020 | Q3 2022 | 10 |
WealthPLAN Partners, LLC | 5 | 1 | 0.02% | 0.12% | 0.98% | Q3 2020 | Q4 2023 | 10 |
Bay Harbor Wealth Management, LLC | 7 | 3 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Laird Norton Wetherby Trust Company, LLC | 7 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 10 |
Sand Hill Global Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.31% | 0.50% | 0.82% | Q2 2021 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 9 | 1 | 0.55% | 0.62% | 0.75% | Q2 2020 | Q4 2022 | 10 |
Bowling Portfolio Management LLC | 10 | 10 | 0.26% | 0.38% | 0.70% | Q2 2020 | Q3 2022 | 10 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.50% | 0.57% | 0.65% | Q2 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 2 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 10 |
BLUESTEIN R H & CO LLC | 10 | 10 | 0.05% | 0.07% | 0.12% | Q2 2020 | Q3 2022 | 10 |
OPUS INVESTMENT MANAGEMENT INC | 10 | 10 | 0.49% | 0.55% | 0.61% | Q1 2021 | Q2 2023 | 10 |
USA FINANCIAL FORMULAS | 3 | 2 | 0.00% | 0.11% | 0.85% | Q2 2020 | Q3 2023 | 10 |
STEPH & CO | 10 | 10 | 0.10% | 0.22% | 0.36% | Q2 2021 | Q3 2023 | 10 |
MUFG Americas Holdings Corp | 10 | 10 | 0.09% | 0.13% | 0.17% | Q2 2020 | Q3 2022 | 10 |
Bell & Brown Wealth Advisors, LLC | 8 | 2 | 0.80% | 1.02% | 1.20% | Q2 2020 | Q2 2023 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Abacus Wealth Partners, LLC | 10 | 10 | 0.10% | 0.14% | 0.21% | Q1 2021 | Q2 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 0.19% | 0.25% | 0.39% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.11% | 0.18% | 0.29% | Q4 2020 | Q3 2023 | 10 |
Ethic Inc. | 7 | 1 | 0.02% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 10 |
BTR CAPITAL MANAGEMENT INC | 10 | 10 | 1.85% | 2.11% | 2.59% | Q2 2020 | Q3 2022 | 10 |
Cerity Partners LLC | 6 | 1 | 0.15% | 0.23% | 0.43% | Q2 2020 | Q3 2023 | 10 |
Greenwich Wealth Management LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Gibraltar Capital Management, Inc. | 10 | 10 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Hennion & Walsh Asset Management, Inc. | 6 | 4 | 0.03% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 10 |
FIRST UNITED BANK & TRUST | 7 | 3 | 0.08% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 10 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 6 | 4 | 0.26% | 0.34% | 0.40% | Q1 2021 | Q3 2023 | 10 |
WRIGHT INVESTORS SERVICE INC | 7 | 3 | 0.11% | 0.32% | 0.45% | Q2 2020 | Q3 2023 | 10 |
Fluent Financial, LLC | 6 | 4 | 0.12% | 0.70% | 1.74% | Q2 2020 | Q3 2023 | 10 |
Capital Wealth Alliance, LLC | 10 | 10 | 0.18% | 0.45% | 0.62% | Q2 2020 | Q3 2022 | 10 |
EMFO, LLC | 10 | 10 | 0.05% | 0.24% | 1.80% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.08% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 10 |
One River Asset Management, LLC | 4 | 4 | 0.01% | 0.08% | 0.30% | Q4 2022 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.05% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Aevitas Wealth Management, Inc. | 6 | 4 | 0.46% | 0.52% | 0.58% | Q2 2020 | Q4 2022 | 10 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.06% | 0.20% | 0.32% | Q2 2020 | Q3 2023 | 10 |
Doyle Wealth Management | 10 | 10 | 0.67% | 0.83% | 1.03% | Q2 2020 | Q3 2022 | 10 |
TAURUS ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
NEW ENGLAND ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 9 | 1 | 0.04% | 0.12% | 0.18% | Q2 2020 | Q4 2022 | 10 |
ROOSEVELT INVESTMENT GROUP LLC | 10 | 10 | 0.09% | 0.16% | 0.20% | Q2 2020 | Q3 2022 | 10 |
ARMSTRONG HENRY H ASSOCIATES INC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2023 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
LANDAAS & CO /WI /ADV | 10 | 10 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q2 2023 | 10 |
Independence Bank of Kentucky | 10 | 10 | 0.02% | 0.13% | 0.30% | Q2 2021 | Q3 2023 | 10 |
Burleson & Company, LLC | 10 | 10 | 0.08% | 0.11% | 0.18% | Q2 2020 | Q3 2022 | 10 |
Quaker Wealth Management, LLC | 8 | 2 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 10 |
Physician Wealth Advisors, Inc. | 10 | 10 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2023 | 10 |
Personal Capital Advisors Corp | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 10 |
Robbins Farley | 5 | 2 | 0.00% | 0.03% | 0.25% | Q4 2020 | Q3 2023 | 10 |
Van Hulzen Asset Management, LLC | 8 | 2 | 0.03% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.06% | 0.13% | 0.36% | Q1 2020 | Q2 2022 | 10 |
Albar Capital Ltd | 5 | 5 | 1.18% | 5.50% | 10.56% | Q4 2020 | Q2 2023 | 10 |
Pinnacle Bancorp, Inc. | 10 | 10 | 0.10% | 0.17% | 0.19% | Q2 2021 | Q3 2023 | 10 |
EDGAR LOMAX CO/VA | 7 | 3 | 0.85% | 1.66% | 2.78% | Q2 2020 | Q3 2023 | 10 |
Plancorp, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
SALEM CAPITAL MANAGEMENT INC | 10 | 10 | 0.95% | 1.36% | 2.00% | Q2 2020 | Q3 2022 | 10 |
COZAD ASSET MANAGEMENT INC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Kemnay Advisory Services Inc. | 10 | 10 | 1.47% | 2.92% | 5.95% | Q2 2020 | Q3 2022 | 10 |
CALTON & ASSOCIATES, INC. | 9 | 1 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q4 2022 | 10 |
PALISADE CAPITAL MANAGEMENT, LP | 9 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 10 |
Fieldpoint Private Securities, LLC | 10 | 10 | 0.17% | 0.26% | 0.32% | Q1 2020 | Q2 2022 | 10 |
Verity Asset Management, Inc. | 6 | 4 | 0.14% | 0.21% | 0.30% | Q4 2020 | Q2 2023 | 10 |
American Research & Management Co. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 10 |
Edgemoor Investment Advisors, Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 5 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 10 |
Surevest, LLC | 10 | 10 | 0.39% | 0.91% | 1.51% | Q2 2020 | Q3 2022 | 10 |
Quantbot Technologies LP | 5 | 1 | 0.02% | 0.24% | 0.80% | Q2 2020 | Q3 2023 | 10 |
Reliant Investment Management, LLC | 6 | 4 | 1.46% | 2.06% | 2.78% | Q1 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.18% | 0.22% | 0.34% | Q2 2020 | Q3 2022 | 10 |
ARGI Investment Services, LLC | 7 | 3 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.11% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Stelac Advisory Services LLC | 9 | 1 | 0.04% | 0.15% | 0.23% | Q4 2020 | Q2 2023 | 10 |
Mizuho Securities Co. Ltd. | 10 | 10 | 0.00% | 0.09% | 0.87% | Q3 2020 | Q4 2022 | 10 |
Wills Financial Group, Inc. | 10 | 10 | 0.08% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Richard Bernstein Advisors LLC | 8 | 2 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.27% | 0.78% | Q4 2022 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
CYPRESS CAPITAL MANAGEMENT LLC | 10 | 10 | 1.32% | 1.68% | 2.13% | Q2 2020 | Q3 2022 | 10 |
Centric Wealth Management | 10 | 10 | 0.09% | 0.13% | 0.19% | Q4 2020 | Q1 2023 | 10 |
United Capital Management of KS, Inc. | 5 | 2 | 0.07% | 0.21% | 1.31% | Q2 2020 | Q2 2023 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 10 |
TRUST CO OF VIRGINIA /VA | 4 | 2 | 0.12% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Beaumont Financial Partners, LLC | 10 | 10 | 0.11% | 0.15% | 0.38% | Q2 2020 | Q3 2022 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.44% | 0.52% | 0.63% | Q2 2020 | Q3 2022 | 10 |
McGuire Investment Group, LLC | 6 | 1 | 0.08% | 0.38% | 0.65% | Q3 2020 | Q3 2023 | 10 |
DOWLING & YAHNKE LLC | 10 | 10 | 0.27% | 0.33% | 0.40% | Q2 2020 | Q3 2022 | 10 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.06% | 0.22% | Q4 2020 | Q3 2023 | 10 |
WNY Asset Management, LLC | 5 | 5 | 0.05% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 10 |
PACES FERRY WEALTH ADVISORS, LLC | 10 | 10 | 0.16% | 0.21% | 0.25% | Q1 2021 | Q2 2023 | 10 |
Crumly & Associates Inc. | 10 | 10 | 0.10% | 0.18% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.14% | 0.20% | 0.27% | Q3 2020 | Q4 2022 | 10 |
PRW Wealth Management LLC | 5 | 5 | 0.09% | 0.20% | 0.98% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.04% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
MEMBERS CAPITAL ADVISORS INC | 10 | 10 | 0.75% | 1.14% | 1.70% | Q2 2021 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.24% | 0.31% | 0.37% | Q1 2021 | Q3 2023 | 10 |
Strong Tower Advisory Services | 9 | 9 | 0.54% | 0.71% | 0.92% | Q3 2021 | Q3 2023 | 9 |
FSA Wealth Management LLC | 7 | 1 | 0.02% | 0.16% | 0.57% | Q2 2020 | Q1 2023 | 9 |
DCM Advisors, LLC | 9 | 9 | 0.37% | 1.39% | 2.22% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.52% | 0.65% | 0.78% | Q3 2021 | Q3 2023 | 9 |
Ten Capital Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2023 | 9 |
Advisory Alpha, LLC | 8 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 9 |
Main Street Research LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q2 2023 | 9 |
AFT, FORSYTH & COMPANY, INC. | 9 | 9 | 0.10% | 0.17% | 0.24% | Q2 2021 | Q2 2023 | 9 |
Cordasco Financial Network | 9 | 9 | 0.13% | 0.17% | 0.22% | Q2 2020 | Q2 2022 | 9 |
CADENCE BANK NA | 9 | 9 | 0.82% | 0.93% | 1.08% | Q2 2020 | Q2 2022 | 9 |
Crossvault Capital Management LLC | 9 | 9 | 2.50% | 2.86% | 3.78% | Q2 2020 | Q2 2022 | 9 |
EATON VANCE MANAGEMENT | 5 | 4 | 0.20% | 0.26% | 0.34% | Q2 2020 | Q3 2022 | 9 |
Portman Square Capital LLP | 2 | 1 | 0.04% | 0.21% | 0.68% | Q4 2022 | Q3 2023 | 9 |
MURPHY CAPITAL MANAGEMENT INC | 9 | 9 | 0.66% | 0.76% | 0.95% | Q2 2020 | Q2 2022 | 9 |
GW&K Investment Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Convergence Investment Partners, LLC | 6 | 1 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q4 2022 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.20% | 0.27% | 0.40% | Q2 2020 | Q2 2022 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 9 |
EXANE DERIVATIVES | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.23% | 0.27% | 0.31% | Q4 2021 | Q4 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 8 | 1 | 0.00% | 0.53% | 0.78% | Q2 2020 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.05% | 0.08% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.20% | 0.23% | 0.28% | Q2 2020 | Q2 2023 | 9 |
Intersect Capital LLC | 9 | 9 | 0.07% | 0.14% | 0.36% | Q2 2020 | Q2 2022 | 9 |
Diversified Portfolios, Inc. | 9 | 9 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Guinness Atkinson Asset Management Inc | 9 | 9 | 0.28% | 0.33% | 0.43% | Q2 2020 | Q2 2022 | 9 |
Guinness Asset Management LTD | 9 | 9 | 2.59% | 3.31% | 3.83% | Q2 2020 | Q2 2022 | 9 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.03% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 9 |
Hudson Bay Capital Management LP | 6 | 1 | 0.02% | 0.08% | 0.27% | Q3 2020 | Q3 2023 | 9 |
Brown Advisory Securities, LLC | 9 | 9 | 0.45% | 0.70% | 1.01% | Q2 2020 | Q2 2022 | 9 |
Stuart Chaussee & Associates, Inc. | 7 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 9 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 9 | 9 | 0.25% | 0.28% | 0.32% | Q2 2020 | Q2 2022 | 9 |
Grove Bank & Trust | 9 | 9 | 0.08% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 9 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 9 | 9 | 1.58% | 1.81% | 2.06% | Q2 2021 | Q2 2023 | 9 |
CHILTON INVESTMENT CO INC. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 4 | 0.68% | 0.88% | 1.18% | Q2 2020 | Q3 2022 | 9 |
SIMON QUICK ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 9 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 9 | 9 | 0.10% | 0.24% | 0.80% | Q2 2020 | Q2 2022 | 9 |
AustralianSuper Pty Ltd | 7 | 2 | 0.01% | 0.16% | 0.30% | Q4 2020 | Q3 2023 | 9 |
Unison Advisors LLC | 9 | 9 | 0.43% | 0.50% | 0.59% | Q2 2020 | Q2 2022 | 9 |
CPWM, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 9 | 0.05% | 0.07% | 0.11% | Q3 2020 | Q3 2022 | 9 |
Frontier Wealth Management LLC | 9 | 9 | 0.07% | 0.18% | 0.37% | Q2 2020 | Q2 2022 | 9 |
Holocene Advisors, LP | 5 | 4 | 0.06% | 0.49% | 0.98% | Q2 2021 | Q3 2023 | 9 |
Permit Capital, LLC | 9 | 9 | 0.87% | 1.78% | 2.40% | Q4 2020 | Q4 2022 | 9 |
Ascension Asset Management LLC | 4 | 1 | 2.24% | 2.52% | 2.84% | Q3 2020 | Q2 2023 | 9 |
Pearl River Capital, LLC | 4 | 1 | 0.19% | 0.71% | 1.30% | Q2 2020 | Q3 2023 | 9 |
CAHABA WEALTH MANAGEMENT, INC. | 9 | 9 | 0.05% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
SeaBridge Investment Advisors LLC | 7 | 2 | 0.03% | 0.62% | 0.91% | Q2 2020 | Q3 2023 | 9 |
Claraphi Advisory Network, LLC | 9 | 9 | 0.09% | 0.12% | 0.16% | Q2 2020 | Q2 2022 | 9 |
CLOUGH CAPITAL PARTNERS L P | 9 | 9 | 1.30% | 3.24% | 7.82% | Q2 2021 | Q2 2023 | 9 |
FOSTER DYKEMA CABOT & CO INC/MA | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
TRH Financial, LLC | 9 | 9 | 0.67% | 1.90% | 3.10% | Q2 2020 | Q2 2022 | 9 |
Alkeon Capital Management | 8 | 8 | 0.09% | 0.28% | 0.48% | Q2 2020 | Q1 2022 | 9 |
BENEDICT FINANCIAL ADVISORS INC | 9 | 9 | 1.64% | 2.07% | 2.36% | Q3 2021 | Q3 2023 | 9 |
Keeler Thomas Management LLC | 9 | 9 | 0.15% | 0.45% | 1.46% | Q2 2020 | Q2 2022 | 9 |
All Terrain Financial Advisors, LLC | 9 | 9 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q2 2023 | 9 |
Redpoint Investment Management Pty Ltd | 7 | 2 | 0.19% | 0.25% | 0.39% | Q2 2020 | Q3 2022 | 9 |
KLCM Advisors, Inc. | 6 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.65% | 0.81% | 0.95% | Q4 2021 | Q4 2023 | 9 |
Altium Wealth Management LLC | 9 | 9 | 0.10% | 0.14% | 0.22% | Q2 2020 | Q2 2022 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.27% | 0.94% | Q2 2020 | Q3 2023 | 9 |
Financial Gravity Asset Management, Inc. | 9 | 9 | 0.00% | 0.11% | 0.32% | Q3 2021 | Q3 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.05% | 0.09% | 0.15% | Q3 2020 | Q2 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.02% | 0.43% | 0.59% | Q3 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.73% | 0.98% | 1.23% | Q3 2021 | Q3 2023 | 9 |
Reitz Capital Advisors LLC | 8 | 1 | 0.08% | 0.16% | 0.21% | Q2 2020 | Q3 2023 | 9 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 9 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 7 | 2 | 0.00% | 0.05% | 0.12% | Q2 2020 | Q4 2022 | 9 |
Hotaling Investment Management, LLC | 9 | 9 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q4 2022 | 9 |
ACIMA PRIVATE WEALTH, LLC | 9 | 9 | 0.12% | 0.20% | 0.24% | Q1 2020 | Q1 2022 | 9 |
Kore Private Wealth LLC | 9 | 9 | 0.16% | 0.19% | 0.26% | Q3 2020 | Q3 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.04% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.68% | 0.89% | 1.04% | Q3 2021 | Q3 2023 | 9 |
EASTERLY INVESTMENT PARTNERS LLC | 9 | 9 | 0.03% | 1.12% | 2.84% | Q2 2020 | Q2 2022 | 9 |
Salomon & Ludwin, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FAIRFIELD, BUSH & CO. | 5 | 1 | 0.08% | 0.11% | 0.17% | Q3 2020 | Q2 2023 | 9 |
Pendal Group Ltd | 9 | 9 | 0.00% | 0.17% | 1.48% | Q4 2020 | Q4 2022 | 9 |
Robertson Stephens Wealth Management, LLC | 8 | 1 | 0.03% | 0.26% | 0.35% | Q2 2021 | Q3 2023 | 9 |
ASSET MANAGEMENT CORP /IL/ /ADV | 8 | 1 | 0.08% | 0.17% | 0.29% | Q3 2020 | Q1 2023 | 9 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 5 | 4 | 0.69% | 0.93% | 1.10% | Q2 2021 | Q3 2023 | 9 |
HC FINANCIAL ADVISORS INC | 9 | 9 | 0.64% | 1.04% | 1.46% | Q2 2020 | Q2 2022 | 9 |
EAGLE ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.72% | 1.07% | Q3 2020 | Q3 2023 | 9 |
CCG WEALTH MANAGEMENT, LLC | 8 | 1 | 0.15% | 0.21% | 0.27% | Q2 2020 | Q3 2022 | 9 |
KB FINANCIAL PARTNERS, LLC | 5 | 2 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 9 |
Prentice Wealth Management LLC | 9 | 9 | 0.42% | 0.61% | 1.23% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 9 | 9 | 0.04% | 0.09% | 0.16% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 7 | 2 | 0.01% | 0.06% | 0.17% | Q3 2020 | Q4 2022 | 9 |
Meridian Wealth Partners, LLC | 5 | 4 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q2 2023 | 9 |
Warther Private Wealth, LLC | 9 | 9 | 0.26% | 0.38% | 0.50% | Q2 2021 | Q2 2023 | 9 |
Clear Creek Financial Management, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q2 2023 | 9 |
Howard Capital Management Group, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.04% | 0.07% | 0.13% | Q2 2020 | Q2 2022 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.22% | 0.41% | 0.67% | Q3 2021 | Q3 2023 | 9 |
1900 WEALTH MANAGEMENT LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 8 | 1 | 0.10% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 8 | 1 | 0.12% | 0.17% | 0.20% | Q2 2019 | Q2 2023 | 9 |
Lionsbridge Wealth Management LLC | 9 | 9 | 0.90% | 1.41% | 1.94% | Q2 2020 | Q2 2022 | 9 |
DT Investment Partners, LLC | 7 | 2 | 0.02% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.83% | 1.66% | 2.18% | Q4 2020 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.12% | 0.20% | 0.29% | Q4 2020 | Q4 2022 | 9 |
Opal Wealth Advisors, LLC | 8 | 1 | 0.15% | 0.20% | 0.26% | Q2 2021 | Q3 2023 | 9 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.12% | 0.14% | 0.18% | Q2 2021 | Q3 2023 | 9 |
E Fund Management Co., Ltd. | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 9 |
GABELLI FUNDS LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.28% | 0.37% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
People's United Financial, Inc. | 8 | 8 | 0.14% | 0.18% | 0.21% | Q2 2020 | Q1 2022 | 8 |
BREITER CAPITAL MANAGEMENT INC | 8 | 8 | 0.46% | 0.66% | 1.07% | Q2 2020 | Q1 2022 | 8 |
Stonehearth Capital Management, LLC | 8 | 8 | 0.33% | 0.50% | 0.61% | Q1 2022 | Q4 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.12% | 0.26% | Q2 2020 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.14% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.65% | 1.03% | 1.38% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JB Capital LLC | 7 | 1 | 0.54% | 0.98% | 1.32% | Q3 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 3.07% | 4.07% | 4.60% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.12% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Pacific Wealth Strategies Group, Inc. | 8 | 8 | 0.12% | 0.20% | 0.25% | Q2 2020 | Q1 2022 | 8 |
Halpern Financial, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 2.72% | 3.59% | 4.37% | Q4 2021 | Q3 2023 | 8 |
BAR HARBOR TRUST SERVICES | 8 | 8 | 0.00% | 0.19% | 0.36% | Q3 2020 | Q2 2022 | 8 |
Renasant Bank | 6 | 2 | 0.14% | 0.25% | 0.49% | Q1 2021 | Q3 2023 | 8 |
Redwood Investments, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q1 2022 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.23% | 0.38% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Coastline Trust Co | 5 | 1 | 0.34% | 0.47% | 0.90% | Q2 2020 | Q4 2022 | 8 |
Profit Investment Management, LLC | 4 | 2 | 0.25% | 0.34% | 0.40% | Q2 2020 | Q2 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.16% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.17% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Camarda Financial Advisors, LLC | 5 | 1 | 0.11% | 0.36% | 0.52% | Q1 2021 | Q3 2023 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 8 | 0.96% | 1.24% | 1.57% | Q2 2020 | Q1 2022 | 8 |
MTM Investment Management, LLC | 3 | 2 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.10% | 0.20% | Q4 2021 | Q3 2023 | 8 |
HighPoint Advisor Group LLC | 7 | 1 | 0.25% | 0.34% | 0.57% | Q1 2020 | Q2 2022 | 8 |
Ninepoint Partners LP | 8 | 8 | 0.05% | 0.09% | 0.14% | Q2 2021 | Q1 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.70% | 1.00% | 1.30% | Q4 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 0.24% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.11% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.22% | 0.40% | 0.58% | Q4 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 6 | 2 | 0.03% | 0.14% | 0.30% | Q1 2021 | Q1 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 0.34% | 0.47% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.06% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Hamilton Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Ally Financial Inc. | 7 | 1 | 0.24% | 0.67% | 0.89% | Q2 2020 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.19% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.22% | 0.33% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 1.13% | 1.68% | 2.20% | Q4 2021 | Q3 2023 | 8 |
Legacy Capital Partners, Inc. | 8 | 8 | 0.60% | 0.70% | 0.83% | Q2 2020 | Q1 2022 | 8 |
Rodgers Brothers Inc. | 5 | 3 | 0.04% | 0.14% | 0.27% | Q2 2020 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.10% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 8 |
MACKAY SHIELDS LLC | 8 | 8 | 0.15% | 0.17% | 0.19% | Q2 2020 | Q1 2022 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Koss-Olinger Consulting, LLC | 7 | 1 | 0.06% | 0.13% | 0.20% | Q1 2021 | Q3 2023 | 8 |
EPG Wealth Management LLC | 7 | 1 | 0.09% | 0.49% | 1.10% | Q1 2020 | Q3 2023 | 8 |
Destination Wealth Management | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.11% | 0.19% | 0.26% | Q4 2021 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.18% | 0.40% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Gryphon Financial Partners LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.17% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
PALLADIUM PARTNERS LLC | 8 | 8 | 0.18% | 0.21% | 0.25% | Q2 2020 | Q1 2022 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.48% | 0.70% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Boit C F David | 5 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.72% | 1.68% | 2.40% | Q2 2020 | Q1 2022 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.47% | 0.56% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 1.32% | 1.84% | 2.32% | Q1 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 0.38% | 0.52% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Brookfield Asset Management | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Csenge Advisory Group | 7 | 1 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 8 |
Bray Capital Advisors | 8 | 8 | 0.67% | 0.99% | 1.18% | Q4 2021 | Q3 2023 | 8 |
PRING TURNER CAPITAL GROUP INC | 8 | 8 | 0.43% | 1.05% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Banco Santander, S.A. | 5 | 3 | 0.01% | 0.03% | 0.15% | Q3 2020 | Q3 2022 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.29% | 0.44% | 0.62% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 1.82% | 2.51% | 3.16% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q3 2022 | 8 |
INVESTMENT PARTNERS, LTD. | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2022 | 8 |
TCWP LLC | 8 | 8 | 0.09% | 0.15% | 0.27% | Q4 2021 | Q3 2023 | 8 |
BALASA DINVERNO & FOLTZ LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Cerro Pacific Wealth Advisors LLC | 4 | 1 | 0.17% | 0.23% | 0.33% | Q4 2020 | Q1 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.17% | 0.21% | 0.28% | Q2 2020 | Q1 2022 | 8 |
AMERICAN NATIONAL INSURANCE CO | 8 | 8 | 0.24% | 0.33% | 0.36% | Q2 2020 | Q1 2022 | 8 |
Golden State Wealth Management, LLC | 8 | 8 | 0.07% | 0.12% | 0.22% | Q2 2020 | Q1 2022 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.90% | 1.18% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Highlander Capital Management, LLC | 4 | 1 | 0.01% | 0.14% | 0.44% | Q2 2020 | Q3 2023 | 8 |
Vishria Bird Financial Group, LLC | 8 | 8 | 0.11% | 0.15% | 0.19% | Q3 2021 | Q2 2023 | 8 |
Ballast, Inc. | 5 | 1 | 0.12% | 0.26% | 0.38% | Q2 2020 | Q3 2023 | 8 |
Ninety One North America, Inc. | 8 | 8 | 0.20% | 0.27% | 0.31% | Q2 2020 | Q1 2022 | 8 |
PDS Planning, Inc | 6 | 2 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q2 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.16% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
American National Registered Investment Advisor, Inc. | 8 | 8 | 0.24% | 0.27% | 0.30% | Q2 2020 | Q1 2022 | 8 |
Soroban Capital Partners LP | 4 | 4 | 0.63% | 3.34% | 9.74% | Q2 2020 | Q1 2021 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.15% | 0.21% | 0.29% | Q1 2020 | Q4 2021 | 8 |
Insight Inv LLC | 8 | 8 | 1.46% | 1.75% | 1.98% | Q4 2021 | Q3 2023 | 8 |
COOKSON PEIRCE & CO INC | 6 | 2 | 0.04% | 1.56% | 2.37% | Q2 2021 | Q2 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.88% | 1.11% | 1.46% | Q4 2021 | Q3 2023 | 8 |
AMICA MUTUAL INSURANCE CO | 8 | 8 | 0.46% | 0.81% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.35% | 0.49% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.06% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.15% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Phraction Management LLC | 8 | 8 | 3.16% | 4.79% | 6.37% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.11% | 0.25% | Q4 2021 | Q3 2023 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 7 | 1 | 0.17% | 0.27% | 0.32% | Q1 2021 | Q3 2023 | 8 |
Edgestream Partners, L.P. | 3 | 1 | 0.01% | 0.06% | 0.32% | Q3 2020 | Q1 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.11% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Andesa Financial Management Inc. | 8 | 8 | 0.11% | 0.24% | 0.32% | Q1 2021 | Q4 2022 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.32% | 0.75% | 1.11% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.04% | 0.08% | 0.25% | Q2 2020 | Q1 2022 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.11% | 0.27% | 0.48% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Tevis Investment Management | 8 | 8 | 1.24% | 1.57% | 1.88% | Q4 2021 | Q3 2023 | 8 |
Azimuth Capital Management LLC | 8 | 8 | 0.25% | 0.28% | 0.32% | Q2 2020 | Q1 2022 | 8 |
Barrett Asset Management, LLC | 8 | 8 | 0.22% | 0.26% | 0.28% | Q2 2020 | Q1 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.60% | 0.87% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Meristem Family Wealth, LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.24% | 0.36% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Full Sail Capital, LLC | 8 | 8 | 0.10% | 0.14% | 0.20% | Q2 2020 | Q1 2022 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.14% | 0.29% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.27% | 0.36% | 0.44% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 1.00% | 1.56% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Ninety One SA (PTY) Ltd | 8 | 8 | 0.02% | 0.22% | 0.78% | Q2 2020 | Q1 2022 | 8 |
Bromfield Sneider Wealth Advisors | 8 | 8 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q4 2023 | 8 |
Annex Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MBL Wealth, LLC | 7 | 1 | 0.05% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 1.02% | 1.31% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Callan Capital, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ALERUS FINANCIAL NA | 4 | 4 | 0.02% | 0.35% | 0.81% | Q4 2020 | Q3 2023 | 8 |
Herold Advisors, Inc. | 6 | 2 | 0.23% | 0.44% | 0.59% | Q3 2021 | Q3 2023 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 8 |
Old North State Trust, LLC | 4 | 1 | 0.01% | 0.10% | 0.14% | Q3 2020 | Q1 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.12% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
IBM Retirement Fund | 8 | 8 | 0.24% | 0.28% | 0.33% | Q2 2020 | Q1 2022 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.37% | 0.52% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Venturi Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Amica Retiree Medical Trust | 8 | 8 | 0.54% | 0.93% | 1.46% | Q4 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.44% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.40% | 0.59% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.17% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Orion Capital Management LLC | 7 | 1 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 3 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q2 2023 | 8 |
Liberty Capital Management, Inc. | 8 | 8 | 0.64% | 0.88% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.24% | 0.33% | 0.42% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.14% | 0.44% | Q2 2020 | Q3 2023 | 8 |
MATHER GROUP, LLC. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.31% | 0.44% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.23% | 0.61% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Gray Wealth Management Inc. | 8 | 8 | 0.10% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.42% | 0.59% | 0.72% | Q4 2021 | Q3 2023 | 8 |
MBA Advisors LLC | 8 | 8 | 0.19% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.07% | 0.17% | 0.38% | Q4 2021 | Q3 2023 | 8 |
BARINGS LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.37% | 0.49% | 0.56% | Q4 2021 | Q3 2023 | 8 |
BRR OpCo, LLC | 7 | 1 | 0.08% | 0.08% | 0.10% | Q2 2020 | Q3 2022 | 8 |
ARS Wealth Advisors Group, LLC | 6 | 2 | 0.38% | 0.58% | 0.73% | Q3 2021 | Q3 2023 | 8 |
Winning Points Advisors, LLC | 5 | 3 | 0.15% | 0.23% | 0.33% | Q1 2021 | Q1 2023 | 8 |
FENIMORE ASSET MANAGEMENT INC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.31% | 0.49% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Norman Fields, Gottscho Capital Management, LLC | 2 | 1 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q1 2023 | 7 |
JUPITER ASSET MANAGEMENT LTD | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 7 |
DOLIVER ADVISORS, LP | 7 | 7 | 0.10% | 0.12% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Ferris Capital, LLC | 4 | 3 | 0.19% | 0.21% | 0.24% | Q2 2020 | Q1 2022 | 7 |
AlphaCore Capital LLC | 7 | 7 | 0.17% | 0.29% | 0.44% | Q1 2022 | Q3 2023 | 7 |
NORWOOD FINANCIAL CORP | 7 | 7 | 0.07% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Morse Asset Management, Inc | 6 | 1 | 0.43% | 0.72% | 0.97% | Q2 2020 | Q2 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.13% | 1.07% | 6.50% | Q2 2020 | Q4 2021 | 7 |
VIKING FUND MANAGEMENT LLC | 7 | 7 | 0.32% | 0.46% | 0.57% | Q3 2020 | Q1 2022 | 7 |
Delphia (USA) Inc. | 7 | 7 | 0.26% | 0.49% | 0.80% | Q4 2021 | Q2 2023 | 7 |
Gouws Capital LLC | 7 | 7 | 0.26% | 1.29% | 2.08% | Q4 2021 | Q2 2023 | 7 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Antonetti Capital Management LLC | 5 | 2 | 0.23% | 0.33% | 0.56% | Q3 2021 | Q3 2023 | 7 |
FIRST MIDWEST BANK TRUST DIVISION | 7 | 7 | 0.25% | 0.28% | 0.31% | Q2 2020 | Q4 2021 | 7 |
GODSEY & GIBB, INC | 4 | 3 | 1.88% | 2.19% | 2.51% | Q2 2020 | Q3 2023 | 7 |
Castleview Partners, LLC | 4 | 3 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Fortis Advisors, LLC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 7 |
WESTPAC BANKING CORP | 3 | 1 | 0.01% | 0.16% | 0.23% | Q3 2020 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.24% | 0.48% | 0.62% | Q1 2022 | Q3 2023 | 7 |
OAKMONT Corp | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 1 | 0.01% | 0.14% | 0.27% | Q2 2020 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q4 2021 | 7 |
MRJ CAPITAL INC | 7 | 7 | 1.09% | 1.79% | 2.42% | Q2 2020 | Q4 2021 | 7 |
Grant Street Asset Management, Inc. | 5 | 2 | 0.01% | 0.08% | 0.13% | Q4 2020 | Q2 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.14% | 0.44% | Q2 2020 | Q3 2023 | 7 |
FNY Investment Advisers, LLC | 2 | 1 | 0.01% | 0.29% | 1.79% | Q1 2020 | Q3 2023 | 7 |
SOUTHERN CAPITAL ADVISORS, LLC | 7 | 7 | 0.13% | 0.18% | 0.20% | Q4 2021 | Q2 2023 | 7 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 7 |
Janney Montgomery Scott LLC | 3 | 2 | 0.27% | 0.40% | 0.51% | Q2 2020 | Q3 2023 | 7 |
Carson Advisory Inc. | 7 | 7 | 0.20% | 0.27% | 0.36% | Q4 2021 | Q2 2023 | 7 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 1 | 0.01% | 0.46% | 1.52% | Q3 2020 | Q4 2021 | 7 |
ROMAN BUTLER FULLERTON & CO | 7 | 7 | 0.12% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
HERBST GROUP, LLC | 7 | 7 | 0.56% | 0.98% | 1.73% | Q1 2022 | Q3 2023 | 7 |
Cascade Investment Advisors, Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.16% | 0.26% | 0.45% | Q4 2021 | Q2 2023 | 7 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 6 | 1 | 0.06% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 7 |
Covestor Ltd | 4 | 3 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
ECLECTIC ASSOCIATES INC /ADV | 7 | 7 | 0.24% | 0.31% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Gilbert & Cook, Inc. | 7 | 7 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q4 2021 | 7 |
LEWIS CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.24% | 0.32% | 0.39% | Q4 2021 | Q2 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.20% | 0.30% | 0.35% | Q1 2022 | Q3 2023 | 7 |
OLD DOMINION CAPITAL MANAGEMENT INC | 7 | 7 | 0.35% | 0.64% | 1.54% | Q1 2020 | Q3 2021 | 7 |
Maryland Capital Management | 5 | 1 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.10% | 0.22% | 0.38% | Q2 2020 | Q2 2023 | 7 |
Jade Capital Advisors, LLC | 5 | 2 | 0.50% | 3.34% | 6.15% | Q4 2020 | Q1 2023 | 7 |
Johanson Financial Advisors, Inc. | 7 | 7 | 0.22% | 0.25% | 0.28% | Q2 2020 | Q4 2021 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 5 | 1 | 2.50% | 3.14% | 4.13% | Q2 2020 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.04% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Corton Capital Inc. | 7 | 7 | 0.20% | 0.42% | 0.71% | Q1 2022 | Q3 2023 | 7 |
CRA Financial Services, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Galibier Capital Management Ltd. | 7 | 7 | 0.17% | 0.19% | 0.27% | Q3 2020 | Q1 2022 | 7 |
LATHROP INVESTMENT MANAGEMENT CORP | 7 | 7 | 1.51% | 2.55% | 2.94% | Q1 2022 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.25% | 0.29% | 0.33% | Q3 2021 | Q2 2023 | 7 |
Lifeworks Advisors, LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
City State Bank | 6 | 1 | 0.44% | 0.62% | 0.77% | Q4 2021 | Q3 2023 | 7 |
Deane Retirement Strategies, Inc. | 7 | 7 | 0.00% | 0.79% | 1.22% | Q4 2021 | Q2 2023 | 7 |
Brightworth | 4 | 3 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.06% | 0.21% | 0.30% | Q1 2021 | Q3 2023 | 7 |
Rovida Advisors Inc. | 7 | 7 | 2.14% | 2.30% | 2.55% | Q2 2020 | Q4 2021 | 7 |
Keel Point, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Sciencast Management LP | 5 | 1 | 0.08% | 0.30% | 0.57% | Q2 2020 | Q3 2023 | 7 |
Versor Investments LP | 5 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 7 |
GOULD ASSET MANAGEMENT LLC /CA/ | 7 | 7 | 0.09% | 0.11% | 0.16% | Q2 2020 | Q4 2021 | 7 |
Harfst & Associates, Inc. | 7 | 7 | 0.24% | 0.34% | 0.51% | Q2 2020 | Q4 2021 | 7 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.06% | 0.20% | Q3 2020 | Q3 2023 | 7 |
DF DENT & CO INC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 7 |
Pineno Levin & Ford Asset Management, Inc. | 7 | 7 | 0.22% | 0.25% | 0.27% | Q2 2020 | Q4 2021 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.82% | 0.96% | 1.05% | Q4 2021 | Q2 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.56% | 0.73% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Landmark Financial Advisors, LLC | 7 | 7 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q2 2023 | 7 |
CAPE COD FIVE CENTS SAVINGS BANK | 6 | 1 | 0.38% | 0.51% | 0.64% | Q4 2020 | Q3 2022 | 7 |
Elgethun Capital Management | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
MARKSTON INTERNATIONAL LLC | 7 | 7 | 1.79% | 2.05% | 2.24% | Q2 2020 | Q4 2021 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.22% | 0.27% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Forum Financial Management, LP | 6 | 1 | 0.03% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 7 |
QVIDTVM Management LLC | 7 | 7 | 8.62% | 11.36% | 12.92% | Q4 2021 | Q2 2023 | 7 |
Resurgent Financial Advisors LLC | 7 | 7 | 0.08% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Atlas Private Wealth Advisors | 6 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q2 2023 | 7 |
BANK HAPOALIM BM | 6 | 1 | 0.03% | 0.21% | 0.30% | Q2 2021 | Q2 2023 | 7 |
Financial Engines Advisors L.L.C. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Keystone Financial Services | 7 | 7 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q2 2023 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.04% | 0.21% | 0.74% | Q1 2021 | Q3 2023 | 7 |
FORT, L.P. | 5 | 2 | 0.11% | 0.43% | 0.81% | Q2 2020 | Q2 2023 | 7 |
Cornerstone Wealth Group, LLC | 7 | 7 | 0.62% | 0.68% | 0.82% | Q3 2020 | Q1 2022 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.12% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Trexquant Investment LP | 4 | 1 | 0.07% | 0.17% | 0.42% | Q3 2020 | Q2 2023 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.09% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Bayesian Capital Management, LP | 6 | 1 | 0.02% | 0.37% | 0.66% | Q3 2020 | Q2 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.62% | 0.87% | 1.14% | Q1 2022 | Q3 2023 | 7 |
RPg Family Wealth Advisory, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 7 |
Industrial Alliance Investment Management Inc. | 5 | 2 | 0.02% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Altavista Wealth Management, Inc. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q4 2021 | 7 |
Grace Capital | 7 | 7 | 0.20% | 0.23% | 0.26% | Q2 2020 | Q4 2021 | 7 |
Matrix Trust Co | 7 | 7 | 0.05% | 0.22% | 0.33% | Q1 2022 | Q3 2023 | 7 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.78% | 0.93% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Regent Peak Wealth Advisors LLC | 4 | 1 | 0.03% | 0.25% | 0.56% | Q2 2020 | Q3 2023 | 7 |
D L CARLSON INVESTMENT GROUP INC | 5 | 2 | 0.80% | 1.05% | 1.38% | Q2 2021 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 7 | 7 | 0.09% | 0.11% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Paragon Private Wealth Management, LLC | 5 | 2 | 0.24% | 0.56% | 0.68% | Q4 2021 | Q3 2023 | 7 |
FSC Wealth Advisors, LLC | 5 | 2 | 0.04% | 0.09% | 0.24% | Q4 2021 | Q3 2023 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.12% | 0.24% | Q2 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.10% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Blueprint Investment Partners LLC | 7 | 7 | 0.06% | 0.13% | 0.18% | Q3 2021 | Q1 2023 | 7 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.01% | 0.13% | 0.41% | Q2 2022 | Q3 2023 | 7 |
Eisler Capital (US) LLC | 3 | 3 | 0.03% | 0.19% | 0.45% | Q1 2023 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Fortitude Advisory Group L.L.C. | 7 | 7 | 0.17% | 0.24% | 0.32% | Q4 2021 | Q2 2023 | 7 |
VERUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.07% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Capital Market Strategies LLC | 4 | 3 | 0.28% | 0.38% | 0.48% | Q1 2022 | Q4 2023 | 7 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 2 | 0.02% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 7 |
Round Rock Advisors, LLC | 7 | 7 | 0.23% | 0.31% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.15% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Peninsula Wealth, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
DAVIS-REA LTD. | 7 | 7 | 1.77% | 2.56% | 3.14% | Q4 2021 | Q2 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.51% | 0.59% | 0.78% | Q1 2022 | Q3 2023 | 7 |
Interchange Capital Partners, LLC | 4 | 3 | 0.12% | 0.27% | 0.43% | Q4 2020 | Q2 2023 | 7 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 7 | 7 | 0.55% | 1.86% | 2.58% | Q1 2022 | Q3 2023 | 7 |
WESPAC Advisors, LLC | 3 | 1 | 0.17% | 0.35% | 0.75% | Q4 2020 | Q3 2023 | 7 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 7 |
GM Advisory Group, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 7 |
Asset Allocation & Management Company, LLC | 7 | 7 | 0.32% | 0.36% | 0.45% | Q4 2021 | Q2 2023 | 7 |
High Note Wealth, LLC | 7 | 7 | 0.12% | 0.36% | 0.44% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.71% | 1.10% | 1.35% | Q1 2022 | Q3 2023 | 7 |
Cohen Capital Management, Inc. | 7 | 7 | 0.96% | 1.20% | 1.34% | Q1 2022 | Q3 2023 | 7 |
Beta Wealth Group, Inc. | 7 | 7 | 0.24% | 0.27% | 0.32% | Q1 2022 | Q3 2023 | 7 |
GDS Wealth Management | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 7 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Center For Asset Management LLC | 7 | 7 | 0.42% | 0.51% | 0.56% | Q1 2022 | Q3 2023 | 7 |
PAYDEN & RYGEL | 5 | 2 | 0.70% | 1.17% | 1.47% | Q2 2020 | Q2 2023 | 7 |
Autus Asset Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
SPX Gestao de Recursos Ltda | 7 | 7 | 1.10% | 1.91% | 3.06% | Q4 2021 | Q2 2023 | 7 |
DOHJ, LLC | 7 | 7 | 0.24% | 0.29% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Candriam S.C.A. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
SCHULHOFF & CO INC | 4 | 3 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q2 2023 | 7 |
AIA Group Ltd | 7 | 7 | 0.02% | 0.04% | 0.08% | Q3 2021 | Q1 2023 | 7 |
Eagle Bluffs Wealth Management LLC | 7 | 7 | 0.22% | 0.29% | 0.35% | Q4 2021 | Q2 2023 | 7 |
Tower View Wealth Management LLC | 6 | 1 | 0.00% | 1.20% | 1.67% | Q2 2020 | Q2 2023 | 7 |
Eldridge Investment Advisors, Inc. | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.23% | 0.58% | Q3 2020 | Q1 2023 | 7 |
CHELSEA COUNSEL CO | 6 | 1 | 1.22% | 1.36% | 1.54% | Q4 2020 | Q3 2023 | 7 |
Townsend & Associates, Inc | 7 | 7 | 0.10% | 0.77% | 1.64% | Q1 2022 | Q3 2023 | 7 |
OLIO Financial Planning | 7 | 7 | 0.11% | 0.23% | 0.31% | Q4 2021 | Q2 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Claybrook Capital, LLC | 7 | 7 | 0.24% | 0.61% | 0.91% | Q2 2020 | Q4 2021 | 7 |
First American Bank | 7 | 7 | 0.09% | 0.14% | 0.21% | Q2 2020 | Q4 2021 | 7 |
Country Club Trust Company, n.a. | 7 | 7 | 0.94% | 1.08% | 1.32% | Q2 2020 | Q4 2021 | 7 |
Truehand, Inc | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.20% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q3 2021 | 7 |
Security National Bank | 7 | 7 | 0.19% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Slow Capital, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 7 |
Wagner Wealth Management, LLC | 4 | 2 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2022 | 6 |
Fund Management at Engine No. 1 LLC | 6 | 6 | 0.31% | 0.36% | 0.40% | Q1 2022 | Q2 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.17% | 0.22% | Q1 2022 | Q2 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 2 | 0.06% | 0.44% | 0.70% | Q2 2020 | Q4 2022 | 6 |
ICICI Prudential Asset Management Co Ltd | 5 | 1 | 0.16% | 1.45% | 3.40% | Q4 2020 | Q3 2023 | 6 |
Ignite Planners, LLC | 6 | 6 | 0.18% | 0.22% | 0.28% | Q1 2022 | Q2 2023 | 6 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Curtis Advisory Group, LLC | 3 | 1 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q4 2022 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 2 | 0.22% | 0.50% | 0.77% | Q3 2020 | Q2 2023 | 6 |
NUANCE INVESTMENTS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.12% | 0.15% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Schneider Downs Wealth Management Advisors, LP | 6 | 6 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 6 |
DUALITY ADVISERS, LP | 3 | 1 | 0.11% | 0.30% | 0.53% | Q1 2021 | Q3 2023 | 6 |
Steward Financial Group LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.25% | 0.33% | 0.38% | Q2 2022 | Q3 2023 | 6 |
Itau Unibanco Holding S.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Safeguard Investment Advisory Group, LLC | 5 | 1 | 0.05% | 0.16% | 0.30% | Q4 2020 | Q3 2023 | 6 |
Portfolio Solutions, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2021 | Q3 2022 | 6 |
GUARDIAN INVESTMENT MANAGEMENT | 4 | 2 | 0.30% | 0.53% | 0.70% | Q3 2021 | Q3 2023 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.08% | 0.10% | 0.15% | Q1 2021 | Q2 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.14% | 0.16% | 0.17% | Q4 2020 | Q1 2022 | 6 |
MARSHALL & SULLIVAN INC /WA/ | 6 | 6 | 1.65% | 2.14% | 2.40% | Q2 2022 | Q3 2023 | 6 |
Bryn Mawr Capital Management, LLC | 4 | 2 | 0.06% | 0.82% | 1.48% | Q1 2022 | Q3 2023 | 6 |
Columbia Trust Co 01012016 | 6 | 6 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q4 2022 | 6 |
Firestone Capital Management | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 0.19% | 0.42% | 0.52% | Q2 2022 | Q3 2023 | 6 |
KWB Wealth | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
SILVERLAKE WEALTH MANAGEMENT LLC | 6 | 6 | 0.14% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.49% | 0.52% | 0.57% | Q2 2020 | Q3 2021 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.60% | 0.86% | 0.96% | Q2 2020 | Q4 2021 | 6 |
Strategic Investment Advisors / MI | 5 | 1 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.20% | 0.44% | 0.58% | Q2 2022 | Q3 2023 | 6 |
Marshall Wace North America L.P. | 6 | 6 | 0.01% | 0.23% | 0.59% | Q1 2020 | Q2 2021 | 6 |
Hamilton Wealth, LLC | 4 | 2 | 0.07% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.46% | 0.57% | 0.72% | Q2 2020 | Q3 2021 | 6 |
Catalyst Capital Advisors LLC | 6 | 6 | 0.10% | 0.13% | 0.17% | Q1 2022 | Q2 2023 | 6 |
LifePro Asset Management | 3 | 3 | 0.07% | 0.13% | 0.18% | Q4 2021 | Q2 2023 | 6 |
Alera Investment Advisors, LLC | 6 | 6 | 0.06% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 6 |
AAF Wealth Management, LLC | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Whitegate Investment Counselors, Inc. | 6 | 6 | 0.29% | 0.31% | 0.35% | Q2 2020 | Q3 2021 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q3 2021 | 6 |
Tandem Investment Advisors, Inc. | 6 | 6 | 0.03% | 1.70% | 2.45% | Q2 2020 | Q3 2021 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.08% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.04% | 0.13% | 0.23% | Q2 2020 | Q3 2022 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.08% | 0.16% | 0.23% | Q1 2020 | Q2 2021 | 6 |
Homrich & Berg | 6 | 6 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q3 2021 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2021 | 6 |
Blackhawk Capital Partners LLC. | 6 | 6 | 0.53% | 0.68% | 0.75% | Q3 2020 | Q4 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.16% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Cordatus Wealth Management LLC | 3 | 3 | 0.29% | 0.37% | 0.54% | Q3 2020 | Q2 2022 | 6 |
BSW Wealth Partners | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 6 |
Single Point Partners, LLC | 6 | 6 | 0.06% | 0.12% | 0.36% | Q1 2022 | Q2 2023 | 6 |
CARDIFF PARK ADVISORS, LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 6 |
NBW CAPITAL LLC | 6 | 6 | 0.05% | 0.77% | 0.99% | Q1 2022 | Q2 2023 | 6 |
Lloyd Advisory Services, LLC. | 4 | 1 | 0.00% | 0.08% | 0.49% | Q2 2020 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.87% | 1.65% | 2.03% | Q2 2022 | Q3 2023 | 6 |
ONTARIO TEACHERS PENSION PLAN BOARD | 6 | 6 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Manning & Napier Group, LLC | 4 | 2 | 0.25% | 0.28% | 0.31% | Q2 2020 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q2 2023 | 6 |
Axiom Investment Management LLC | 5 | 1 | 0.07% | 0.48% | 1.60% | Q1 2021 | Q3 2022 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.03% | 0.09% | 0.11% | Q1 2022 | Q2 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Stratos Investment Management, LLC | 5 | 1 | 0.18% | 0.34% | 0.40% | Q2 2020 | Q4 2021 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 1.62% | 2.34% | 2.92% | Q2 2020 | Q3 2021 | 6 |
Ascent Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2020 | Q3 2021 | 6 |
Mystic Asset Management, Inc. | 5 | 1 | 1.41% | 1.77% | 2.07% | Q4 2021 | Q3 2023 | 6 |
Bullseye Investment Management, LLC | 3 | 3 | 0.15% | 0.19% | 0.25% | Q4 2021 | Q2 2023 | 6 |
Essex Private Wealth Management, LLC | 6 | 6 | 0.29% | 0.33% | 0.36% | Q3 2020 | Q4 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.68% | 0.79% | 0.95% | Q2 2021 | Q3 2022 | 6 |
Clarus Wealth Advisors | 4 | 2 | 0.25% | 0.39% | 0.46% | Q2 2020 | Q2 2022 | 6 |
Mercer Capital Advisers, Inc. | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2020 | Q3 2021 | 6 |
SG3 Management, LLC | 3 | 3 | 0.00% | 0.17% | 0.48% | Q2 2020 | Q1 2022 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.07% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Chiron Investment Management, LLC | 4 | 1 | 0.24% | 2.04% | 3.49% | Q2 2020 | Q3 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 6 |
Foster Victor Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.28% | 0.31% | 0.32% | Q4 2020 | Q1 2022 | 6 |
McLean Asset Management Corp | 3 | 1 | 0.08% | 0.10% | 0.16% | Q3 2021 | Q2 2023 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.31% | 0.64% | 1.07% | Q4 2021 | Q1 2023 | 6 |
WEST BANCORPORATION INC | 5 | 1 | 0.02% | 0.09% | 0.20% | Q3 2020 | Q4 2022 | 6 |
Brendel Financial Advisors LLC | 3 | 1 | 0.11% | 0.18% | 0.36% | Q2 2021 | Q2 2023 | 6 |
Nvest Financial, LLC | 6 | 6 | 1.97% | 2.69% | 3.14% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Autumn Glory Partners, LLC | 3 | 1 | 0.34% | 1.18% | 1.66% | Q4 2021 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.66% | 0.84% | 1.00% | Q2 2021 | Q4 2022 | 6 |
Carroll Investors, Inc | 3 | 1 | 0.01% | 0.20% | 0.40% | Q4 2021 | Q3 2023 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.01% | 0.12% | 0.30% | Q2 2021 | Q1 2023 | 6 |
Filbrandt Wealth Management, LLC | 6 | 6 | 0.08% | 0.09% | 0.12% | Q2 2020 | Q3 2021 | 6 |
Czech National Bank | 6 | 6 | 0.29% | 0.38% | 0.46% | Q3 2022 | Q4 2023 | 6 |
Quantitative Investment Management, LLC | 3 | 1 | 0.14% | 0.86% | 2.24% | Q2 2020 | Q3 2023 | 6 |
Cyrus J. Lawrence, LLC | 6 | 6 | 0.00% | 0.49% | 1.67% | Q1 2022 | Q2 2023 | 6 |
BNP Paribas Asset Management Holding S.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
KLK CAPITAL MANAGEMENT LLC | 5 | 1 | 1.06% | 1.21% | 1.41% | Q1 2022 | Q3 2023 | 6 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 2 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q2 2022 | 6 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 6 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.30% | 0.62% | Q4 2020 | Q2 2023 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.19% | 0.22% | 0.23% | Q4 2020 | Q1 2022 | 6 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.21% | 0.46% | Q2 2020 | Q3 2023 | 6 |
Buttonwood Financial Advisors Inc. | 6 | 6 | 0.15% | 0.19% | 0.21% | Q1 2022 | Q2 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.41% | 0.56% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Blume Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
World Asset Management Inc | 6 | 6 | 0.32% | 0.34% | 0.36% | Q2 2020 | Q3 2021 | 6 |
MANCHESTER FINANCIAL INC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Dai-ichi Life Insurance Company, Ltd | 6 | 6 | 0.02% | 0.14% | 0.38% | Q2 2020 | Q3 2021 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q4 2021 | 6 |
FARALLON CAPITAL MANAGEMENT LLC | 6 | 6 | 1.62% | 1.94% | 2.48% | Q4 2020 | Q1 2022 | 6 |
WP Advisors, LLC | 6 | 6 | 0.09% | 0.13% | 0.16% | Q1 2022 | Q2 2023 | 6 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.04% | 0.20% | Q2 2020 | Q1 2023 | 6 |
Tredje AP-fonden | 6 | 6 | 0.19% | 0.22% | 0.27% | Q2 2020 | Q3 2021 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.21% | 0.32% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Sterling Investment Counsel, LLC | 6 | 6 | 0.15% | 0.20% | 0.23% | Q1 2022 | Q2 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.49% | 0.58% | 0.68% | Q2 2022 | Q3 2023 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 6 | 6 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q4 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Delaney Dennis R | 5 | 1 | 1.54% | 2.07% | 2.61% | Q2 2020 | Q3 2023 | 6 |
Gemmer Asset Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q2 2023 | 6 |
FIRST INTERSTATE BANK | 5 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Grant/GrossMendelsohn, LLC | 4 | 2 | 0.28% | 0.41% | 0.48% | Q1 2022 | Q3 2023 | 6 |
FORA Capital, LLC | 3 | 1 | 0.22% | 0.49% | 1.31% | Q2 2020 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. | 6 | 6 | 0.01% | 0.03% | 0.08% | Q2 2020 | Q3 2021 | 6 |
EP Wealth Advisors, LLC | 4 | 2 | 0.07% | 0.65% | 0.92% | Q1 2022 | Q3 2023 | 6 |
WFA of San Diego, LLC | 2 | 1 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 6 |
Highview Capital Management LLC/DE/ | 6 | 6 | 0.61% | 0.69% | 0.81% | Q1 2022 | Q2 2023 | 6 |
WealthSpring Partners, LLC | 5 | 5 | 0.39% | 0.50% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Princeton Portfolio Strategies Group LLC | 5 | 5 | 0.29% | 0.32% | 0.40% | Q2 2020 | Q2 2021 | 5 |
Corbenic Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Alpha Family Trust | 4 | 1 | 0.13% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 5 |
Paragon Capital Management Ltd | 3 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2023 | 5 |
Janney Capital Management LLC | 2 | 1 | 0.36% | 0.60% | 0.79% | Q2 2020 | Q2 2023 | 5 |
COMGEST GLOBAL INVESTORS S.A.S. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Retirement Systems of Alabama | 2 | 1 | 0.36% | 0.42% | 0.48% | Q4 2020 | Q2 2023 | 5 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.52% | 0.74% | Q4 2022 | Q3 2023 | 5 |
GLENVIEW STATE BANK TRUST DEPT. | 5 | 5 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q2 2021 | 5 |
Permanens Capital L.P. | 5 | 5 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q2 2021 | 5 |
Covenant Multifamily Offices, LLC | 4 | 1 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2021 | 5 |
Ronit Capital LLP | 5 | 5 | 0.10% | 0.26% | 0.44% | Q4 2020 | Q4 2021 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q4 2023 | 5 |
FIR TREE CAPITAL MANAGEMENT LP | 5 | 5 | 0.64% | 3.37% | 4.59% | Q2 2020 | Q2 2021 | 5 |
FormulaFolio Investments, LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q2 2021 | 5 |
Teamwork Financial Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q2 2022 | Q2 2023 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.70% | 0.79% | 0.84% | Q4 2020 | Q4 2021 | 5 |
Corrigan Financial, Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Quadrature Capital Ltd | 4 | 1 | 0.04% | 0.45% | 1.06% | Q2 2020 | Q3 2023 | 5 |
Traynor Capital Management, Inc. | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.09% | 0.22% | 0.55% | Q1 2021 | Q2 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.55% | 0.92% | 1.07% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 5 |
BRANDES INVESTMENT PARTNERS, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
BP PLC | 5 | 5 | 0.12% | 0.18% | 0.32% | Q2 2020 | Q2 2021 | 5 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.01% | 0.42% | 0.56% | Q4 2022 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Summit Trail Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Synergy Asset Management, LLC | 5 | 5 | 1.17% | 1.64% | 2.09% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 5 | 5 | 0.29% | 0.33% | 0.37% | Q4 2021 | Q4 2022 | 5 |
Redwood Investment Management, LLC | 5 | 5 | 0.15% | 0.19% | 0.22% | Q3 2020 | Q3 2021 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 0.33% | 0.43% | 0.51% | Q4 2020 | Q3 2023 | 5 |
Congress Park Capital LLC | 3 | 2 | 0.59% | 0.75% | 0.97% | Q2 2020 | Q2 2023 | 5 |
Ocean Capital Management, LLC | 4 | 1 | 0.11% | 0.21% | 0.28% | Q2 2022 | Q3 2023 | 5 |
Ellenbecker Investment Group | 3 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 5 |
Altman Advisors, Inc. | 5 | 5 | 0.63% | 0.81% | 1.15% | Q1 2022 | Q1 2023 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q4 2021 | 5 |
Avitas Wealth Management LLC | 3 | 2 | 0.27% | 0.47% | 0.94% | Q1 2022 | Q2 2023 | 5 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 3 | 2 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q2 2023 | 5 |
Rheos Capital Works Inc. | 5 | 5 | 0.11% | 0.28% | 0.42% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
GROUP ONE TRADING, L.P. | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.17% | 0.19% | 0.27% | Q2 2020 | Q3 2021 | 5 |
Nachman Norwood & Parrott, Inc | 5 | 5 | 0.09% | 0.10% | 0.12% | Q2 2020 | Q2 2021 | 5 |
Shorepoint Capital Partners LLC | 3 | 2 | 0.07% | 1.01% | 2.01% | Q2 2020 | Q3 2023 | 5 |
Inlet Private Wealth, LLC | 3 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 0.05% | 0.12% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Wilkinson Global Asset Management LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Leucadia National | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 5 |
Shulman DeMeo Asset Management LLC | 3 | 2 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q2 2023 | 5 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 5 | 5 | 0.42% | 0.45% | 0.47% | Q2 2022 | Q2 2023 | 5 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
ERn Financial, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Cornerstone Advisors, LLC | 5 | 5 | 0.28% | 0.63% | 0.86% | Q3 2022 | Q3 2023 | 5 |
JBJ Investment Partners, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2021 | 5 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 5 | 5 | 0.12% | 0.16% | 0.18% | Q2 2022 | Q2 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Woodline Partners LP | 3 | 1 | 0.18% | 0.74% | 1.30% | Q4 2021 | Q3 2023 | 5 |
WASATCH ADVISORS LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
OPTIONS SOLUTIONS, LLC | 3 | 2 | 0.23% | 0.40% | 0.84% | Q4 2021 | Q3 2023 | 5 |
Loveless Wealth Management LLC | 4 | 1 | 0.17% | 0.18% | 0.20% | Q2 2020 | Q3 2021 | 5 |
Detalus Advisors, LLC | 3 | 1 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q2 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.30% | 0.38% | 0.45% | Q4 2022 | Q4 2023 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.37% | 0.44% | 0.60% | Q2 2020 | Q2 2021 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.11% | 0.24% | 0.64% | Q2 2020 | Q3 2021 | 5 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 5 | 5 | 0.12% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Minot Wealth Management LLC | 5 | 5 | 0.07% | 0.37% | 0.92% | Q2 2021 | Q2 2022 | 5 |
Lion Street Advisors, LLC | 2 | 1 | 0.12% | 0.14% | 0.14% | Q3 2021 | Q2 2023 | 5 |
STRATEGIC WEALTH MANAGEMENT INC | 5 | 5 | 0.00% | 0.06% | 0.28% | Q2 2020 | Q2 2021 | 5 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wealth Quarterback LLC | 2 | 1 | 0.12% | 0.17% | 0.29% | Q2 2021 | Q3 2023 | 5 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.00% | 0.16% | 0.21% | Q4 2020 | Q3 2021 | 5 |
Souders Financial Advisors | 5 | 5 | 0.47% | 0.62% | 0.73% | Q3 2022 | Q3 2023 | 5 |
STEWART & PATTEN CO LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 5 |
MARVIN & PALMER ASSOCIATES INC | 5 | 5 | 3.99% | 4.34% | 4.79% | Q1 2022 | Q1 2023 | 5 |
Client First Capital LLC | 3 | 2 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q2 2023 | 5 |
IAG Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
TruWealth Advisors, LLC | 5 | 5 | 0.17% | 0.18% | 0.18% | Q4 2020 | Q4 2021 | 5 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 3 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 5 |
Laurel Wealth Planning LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
McCarthy Asset Management, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
ARS Wealth Advisors, LLC | 5 | 5 | 0.73% | 1.04% | 1.29% | Q2 2020 | Q2 2021 | 5 |
San Luis Wealth Advisors LLC | 3 | 1 | 0.10% | 0.26% | 0.42% | Q4 2020 | Q1 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
B. Metzler seel. Sohn & Co. AG | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.12% | 0.17% | 0.19% | Q4 2020 | Q3 2023 | 5 |
Navis Wealth Advisors, LLC | 3 | 1 | 0.22% | 0.27% | 0.38% | Q4 2020 | Q2 2023 | 5 |
Canvas Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Alaethes Wealth LLC | 4 | 1 | 0.01% | 0.59% | 0.84% | Q1 2022 | Q3 2023 | 5 |
NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 5 | 0.10% | 0.12% | 0.19% | Q2 2020 | Q2 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q3 2022 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 5 | 0.20% | 0.32% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Zurich Insurance Group Ltd/FI | 2 | 1 | 0.02% | 0.33% | 0.90% | Q1 2021 | Q2 2023 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 1.50% | 1.80% | 2.39% | Q4 2021 | Q4 2022 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
MARATHON CAPITAL MANAGEMENT | 5 | 5 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q4 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 5 |
FIRST MERCANTILE TRUST CO | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q3 2021 | 5 |
Legacy CG, LLC | 5 | 5 | 1.38% | 1.62% | 1.81% | Q1 2022 | Q1 2023 | 5 |
American Trust | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
HARBOUR INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.91% | 1.13% | 1.28% | Q3 2022 | Q3 2023 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 5 |
FMA ADVISORY INC | 4 | 1 | 0.70% | 0.84% | 1.06% | Q2 2020 | Q3 2021 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
NEIRG Wealth Management, LLC | 5 | 5 | 0.26% | 0.30% | 0.35% | Q1 2022 | Q1 2023 | 5 |
AlphaMark Advisors, LLC | 3 | 2 | 0.00% | 0.22% | 0.42% | Q2 2020 | Q3 2023 | 5 |
Bridgewater Associates | 5 | 5 | 0.04% | 0.11% | 0.30% | Q4 2021 | Q4 2022 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Geller Advisors LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Blackston Financial Advisory Group, LLC | 5 | 5 | 0.17% | 0.20% | 0.23% | Q2 2022 | Q2 2023 | 5 |
South Street Advisors LLC | 5 | 5 | 1.55% | 2.15% | 2.55% | Q3 2022 | Q3 2023 | 5 |
SBK Financial, Inc. | 5 | 5 | 0.46% | 0.75% | 0.96% | Q4 2021 | Q4 2022 | 5 |
K.J. Harrison & Partners Inc | 4 | 1 | 0.03% | 0.12% | 0.21% | Q3 2020 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Zuckerman Investment Group, LLC | 5 | 5 | 0.03% | 0.06% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Aspire Wealth Management Corp | 3 | 2 | 0.16% | 0.18% | 0.19% | Q1 2022 | Q2 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.01% | 0.13% | 0.30% | Q1 2021 | Q1 2022 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.06% | 0.16% | 0.30% | Q4 2020 | Q3 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.25% | 0.35% | 0.44% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.09% | 0.26% | 0.46% | Q2 2020 | Q3 2023 | 5 |
Quantum Financial Advisors, LLC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
QS Investors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 5 |
Bronson Point Management LLC | 5 | 5 | 1.13% | 2.89% | 5.53% | Q3 2020 | Q3 2021 | 5 |
Greenfield Savings Bank | 5 | 5 | 0.48% | 0.63% | 0.74% | Q4 2022 | Q4 2023 | 5 |
MONTCHANIN ASSET MANAGEMENT, LLC | 5 | 5 | 0.49% | 0.54% | 0.58% | Q2 2022 | Q2 2023 | 5 |
USCA RIA LLC | 5 | 5 | 0.73% | 0.84% | 0.95% | Q2 2020 | Q2 2021 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 5 |
CHASE INVESTMENT COUNSEL CORP | 5 | 5 | 0.13% | 1.01% | 2.45% | Q1 2022 | Q1 2023 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.46% | 0.64% | 0.73% | Q3 2022 | Q3 2023 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 1.77% | 2.09% | 2.29% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.18% | 0.33% | 0.38% | Q3 2022 | Q3 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.26% | 0.31% | 0.40% | Q2 2020 | Q2 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.26% | 0.28% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.36% | 0.84% | Q3 2020 | Q2 2023 | 5 |
Smith Anglin Financial, LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 5 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 0.58% | 0.75% | 0.86% | Q4 2022 | Q3 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 0.77% | 0.97% | 1.08% | Q4 2021 | Q3 2022 | 4 |
apricus wealth, LLC | 3 | 1 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q4 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Verde Servicos Internacionais S.A. | 4 | 4 | 3.34% | 4.54% | 5.46% | Q4 2020 | Q3 2021 | 4 |
Capital Advantage, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q1 2021 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.26% | 0.58% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Hurlow Wealth Management Group, Inc. | 3 | 1 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q2 2023 | 4 |
Montz Harcus Wealth Management LLC | 3 | 1 | 0.19% | 0.21% | 0.23% | Q2 2022 | Q2 2023 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 4 | 0.38% | 0.51% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.31% | 1.04% | 1.50% | Q4 2022 | Q3 2023 | 4 |
Machina Capital S.A.S. | 3 | 1 | 0.12% | 0.52% | 1.04% | Q1 2022 | Q3 2023 | 4 |
Strengthening Families & Communities, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 4 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 1 | 0.05% | 0.31% | 0.84% | Q2 2020 | Q2 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 1.12% | 1.44% | 1.68% | Q4 2022 | Q3 2023 | 4 |
CHARTWELL INVESTMENT PARTNERS, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 4 |
LBP AM SA | 4 | 4 | 0.24% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 1.07% | 1.24% | 1.32% | Q4 2022 | Q3 2023 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q1 2021 | Q4 2021 | 4 |
J. L. Bainbridge & Co., Inc. | 4 | 4 | 1.68% | 1.88% | 2.29% | Q2 2020 | Q1 2021 | 4 |
WINTON GROUP Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
PROVENCE WEALTH MANAGEMENT GROUP | 4 | 4 | 0.17% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.04% | 0.18% | 0.28% | Q2 2023 | Q3 2023 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.29% | 1.65% | 1.90% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.19% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 4 | 4 | 1.62% | 2.14% | 3.47% | Q2 2020 | Q1 2021 | 4 |
Taylor Wealth Management Partners | 4 | 4 | 1.10% | 1.28% | 1.58% | Q2 2020 | Q1 2021 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q4 2022 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Smith, Graham & Co., Investment Advisors, LP | 4 | 4 | 0.32% | 0.40% | 0.49% | Q2 2020 | Q1 2021 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 1.29% | 1.52% | 1.62% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Planning, LLC | 2 | 2 | 0.01% | 0.03% | 0.11% | Q2 2020 | Q2 2021 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.70% | 0.86% | 0.94% | Q4 2022 | Q3 2023 | 4 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 4 | 4 | 0.16% | 0.18% | 0.19% | Q3 2022 | Q2 2023 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.29% | 0.47% | 0.77% | Q1 2023 | Q4 2023 | 4 |
American Money Management, LLC | 4 | 4 | 0.14% | 0.16% | 0.20% | Q2 2020 | Q1 2021 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 1.28% | 1.60% | 1.90% | Q4 2022 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.50% | 0.67% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Sanford Advisory Services, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.48% | 0.50% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Reilly Herbert Faulkner III | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q1 2021 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.13% | 0.15% | 0.21% | Q2 2020 | Q2 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.19% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Corundum Group, Inc. | 4 | 4 | 0.14% | 0.16% | 0.17% | Q3 2022 | Q2 2023 | 4 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 2 | 2 | 1.16% | 1.33% | 1.61% | Q2 2020 | Q2 2021 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 1.51% | 1.79% | 1.92% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 3 | 1 | 0.07% | 0.13% | 0.26% | Q4 2020 | Q1 2022 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.08% | 0.18% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.17% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.53% | 0.61% | 0.65% | Q2 2022 | Q1 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.08% | 0.16% | 0.34% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRESILIUM PRIVATE WEALTH, LLC | 4 | 4 | 0.20% | 0.30% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Kowal Investment Group, LLC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Litman Gregory Wealth Management LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
New Hampshire Trust | 4 | 4 | 0.77% | 1.00% | 1.18% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Hardman Johnston Global Advisors LLC | 4 | 4 | 0.10% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.59% | 0.69% | 0.74% | Q4 2022 | Q3 2023 | 4 |
NORTH AMERICAN MANAGEMENT CORP | 4 | 4 | 1.94% | 2.20% | 2.47% | Q2 2020 | Q1 2021 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.12% | 0.20% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Quantitative Systematic Strategies LLC | 4 | 4 | 0.08% | 0.41% | 0.81% | Q3 2020 | Q2 2021 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.32% | 0.38% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Interval Partners, LP | 3 | 3 | 0.09% | 0.44% | 0.62% | Q1 2021 | Q3 2021 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.07% | 0.19% | 0.30% | Q4 2022 | Q3 2023 | 4 |
OAK HILL WEALTH ADVISORS, LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 1.08% | 1.34% | 1.51% | Q1 2023 | Q4 2023 | 4 |
Columbia Asset Management | 4 | 4 | 0.24% | 0.26% | 0.28% | Q2 2020 | Q1 2021 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.49% | 0.68% | 0.78% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.32% | 0.40% | 0.45% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 1.63% | 1.88% | 2.13% | Q4 2022 | Q3 2023 | 4 |
Biltmore Family Office, LLC | 3 | 1 | 0.06% | 0.10% | 0.18% | Q2 2020 | Q2 2023 | 4 |
SIRIOS CAPITAL MANAGEMENT L P | 4 | 4 | 1.35% | 1.67% | 2.12% | Q2 2020 | Q1 2021 | 4 |
Breakwater Capital Group | 4 | 4 | 0.11% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.18% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.76% | 1.01% | 1.17% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.26% | 0.52% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Artemis Investment Management LLP | 3 | 1 | 0.14% | 0.21% | 0.30% | Q4 2020 | Q3 2022 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.51% | 0.84% | 1.54% | Q1 2020 | Q4 2020 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.19% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 4 | 1.96% | 3.90% | 9.00% | Q4 2022 | Q3 2023 | 4 |
Rikoon Group, LLC | 4 | 4 | 0.22% | 0.25% | 0.27% | Q2 2020 | Q1 2021 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 4 |
Avalon Investment & Advisory | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.67% | 0.85% | 1.01% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.24% | 0.33% | 0.41% | Q4 2022 | Q3 2023 | 4 |
TCG Advisory Services, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.12% | 0.78% | 1.30% | Q2 2020 | Q1 2022 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.23% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.41% | 0.78% | 1.02% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AJ Advisors, LLC | 4 | 4 | 0.27% | 0.34% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.32% | 0.39% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Kathmere Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 0.60% | 0.74% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.54% | 0.68% | 0.91% | Q2 2021 | Q1 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.18% | 0.34% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Lowell Blake & Associates Inc. | 4 | 4 | 0.14% | 0.28% | 0.34% | Q1 2021 | Q4 2021 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 2.26% | 2.97% | 3.34% | Q4 2022 | Q3 2023 | 4 |
Stearns Financial Services Group | 2 | 2 | 0.00% | 0.09% | 0.18% | Q2 2020 | Q3 2020 | 4 |
Sage Mountain Advisors LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 2 | 1 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q4 2021 | 4 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.05% | 0.08% | 0.15% | Q1 2021 | Q2 2022 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.09% | 0.17% | 0.29% | Q2 2020 | Q3 2023 | 4 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.00% | 0.39% | 0.94% | Q4 2020 | Q3 2023 | 4 |
Golden Green, Inc. | 3 | 1 | 0.28% | 0.55% | 1.11% | Q1 2021 | Q4 2022 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.34% | 0.57% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Delta Accumulation, LLC | 2 | 2 | 0.07% | 0.30% | 0.53% | Q4 2021 | Q1 2022 | 4 |
55I, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2022 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.09% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.09% | 0.20% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2010 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q2 2021 | 4 |
WESTPORT ASSET MANAGEMENT INC | 4 | 4 | 0.18% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Everhart Financial Group, Inc. | 3 | 1 | 0.13% | 0.16% | 0.23% | Q2 2022 | Q2 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Madison Asset Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 4 |
FLIPPIN BRUCE & PORTER INC | 4 | 4 | 0.93% | 1.88% | 2.27% | Q2 2020 | Q1 2021 | 4 |
MARATHON ASSET MANAGEMENT LLP | 4 | 4 | 0.28% | 0.29% | 0.31% | Q2 2020 | Q1 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.15% | 0.21% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Cypress Wealth Services, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q1 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.09% | 0.10% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.12% | 0.58% | 1.54% | Q3 2020 | Q2 2023 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.86% | 1.08% | 1.43% | Q2 2021 | Q1 2022 | 4 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q4 2022 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.08% | 0.11% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.06% | 0.09% | 0.10% | Q1 2021 | Q2 2022 | 4 |
SpiderRock Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.13% | 0.31% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Aurora Private Wealth, Inc. | 2 | 1 | 0.04% | 0.10% | 0.18% | Q2 2020 | Q2 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q1 2023 | 4 |
RESOLUTE FINANCIAL, LLC | 3 | 1 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q4 2022 | 4 |
Altus Wealth Group LLC | 3 | 1 | 0.15% | 0.21% | 0.26% | Q4 2020 | Q2 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.35% | 0.46% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Clarus Group, Inc. | 4 | 4 | 0.16% | 0.21% | 0.27% | Q4 2022 | Q3 2023 | 4 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2022 | 4 |
Diversified, LLC | 3 | 1 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 4 |
SUN LIFE FINANCIAL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
DALTON GREINER HARTMAN MAHER & CO | 4 | 4 | 0.17% | 0.27% | 0.49% | Q1 2020 | Q4 2020 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.12% | 0.14% | 0.14% | Q1 2021 | Q4 2021 | 4 |
JT Stratford LLC | 2 | 1 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q2 2023 | 4 |
Power Corp of Canada | 4 | 4 | 0.28% | 0.41% | 0.53% | Q1 2022 | Q4 2022 | 4 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q2 2020 | Q1 2021 | 4 |
Zhang Financial LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 4 |
EQUITY INVESTMENT CORP | 4 | 4 | 1.09% | 1.12% | 1.14% | Q1 2021 | Q4 2021 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.28% | 1.44% | 1.59% | Q4 2021 | Q3 2022 | 4 |
Enhancing Capital LLC | 4 | 4 | 1.44% | 1.61% | 1.76% | Q4 2021 | Q3 2022 | 4 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 3 | 1 | 0.00% | 0.10% | 0.20% | Q3 2020 | Q3 2023 | 4 |
Wescott Financial Advisory Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
QUEST CAPITAL MANAGEMENT INC /ADV | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Legacy Trust | 4 | 4 | 1.16% | 1.47% | 1.69% | Q4 2022 | Q3 2023 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.27% | 0.95% | 1.60% | Q2 2020 | Q3 2022 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.78% | 0.82% | 0.90% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.48% | 0.73% | 1.08% | Q3 2020 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.12% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.49% | 0.52% | 0.57% | Q4 2021 | Q3 2022 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.35% | 0.38% | 0.40% | Q4 2022 | Q3 2023 | 4 |
NN Investment Partners Holdings N.V. | 3 | 1 | 0.00% | 0.08% | 0.15% | Q2 2020 | Q1 2022 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.48% | 0.66% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Kalos Management, Inc. | 4 | 4 | 0.06% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Human Investing LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
WADDELL & REED FINANCIAL INC | 4 | 4 | 0.12% | 0.18% | 0.22% | Q2 2020 | Q1 2021 | 4 |
Greystone Financial Group, LLC | 4 | 4 | 2.06% | 2.13% | 2.19% | Q4 2020 | Q3 2021 | 4 |
Optas, LLC | 3 | 1 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q2 2023 | 4 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.12% | 0.14% | 0.14% | Q2 2020 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.28% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Delos Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.06% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Integrated Investment Consultants, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 4 |
Cottage Street Advisors LLC | 2 | 2 | 0.13% | 0.16% | 0.17% | Q1 2022 | Q2 2023 | 4 |
Highland Private Wealth Management | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Blue Barn Wealth, LLC | 3 | 1 | 0.14% | 0.24% | 0.30% | Q3 2021 | Q4 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.52% | 0.81% | 0.98% | Q4 2022 | Q3 2023 | 4 |
HARVEY CAPITAL MANAGEMENT INC | 4 | 4 | 0.10% | 0.47% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Fusion Capital, LLC | 2 | 2 | 0.61% | 1.42% | 2.17% | Q1 2020 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.03% | 0.08% | 0.19% | Q3 2022 | Q3 2023 | 4 |
Borer Denton & Associates, Inc. | 3 | 1 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.03% | 0.18% | 0.62% | Q2 2022 | Q3 2023 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 3 | 1 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q4 2022 | 4 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q4 2021 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.94% | 1.01% | 1.12% | Q4 2021 | Q3 2022 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.18% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Apexium Financial, LP | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Hexavest Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 4 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 4 |
ELEMENT POINTE ADVISORS, LLC | 3 | 1 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q2 2021 | 4 |
N.E.W. Advisory Services LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.12% | 0.19% | 0.28% | Q1 2022 | Q4 2022 | 4 |
Financial Insights, Inc. | 3 | 1 | 0.04% | 0.17% | 0.27% | Q2 2021 | Q1 2023 | 4 |
Sandbar Asset Management LLP | 2 | 1 | 1.16% | 1.86% | 2.48% | Q2 2020 | Q2 2022 | 4 |
ADE, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
CALIBER WEALTH MANAGEMENT, LLC | 4 | 4 | 1.16% | 1.35% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Granite Bay Wealth Management, LLC | 4 | 4 | 0.18% | 0.23% | 0.31% | Q4 2022 | Q3 2023 | 4 |
GFG Capital, LLC | 3 | 1 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.37% | 0.42% | 0.47% | Q4 2022 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.03% | 0.11% | 0.14% | Q2 2020 | Q1 2021 | 4 |
CLEAR INVESTMENT RESEARCH, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.61% | 0.84% | 1.05% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.15% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4 | 4 | 1.02% | 1.09% | 1.19% | Q2 2020 | Q1 2021 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.13% | 0.14% | 0.14% | Q3 2020 | Q2 2021 | 4 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 2 | 2 | 0.08% | 0.13% | 0.23% | Q1 2020 | Q1 2021 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.08% | 0.21% | Q2 2020 | Q3 2023 | 4 |
BERRY GROUP, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Sage Investment Advisers LLC | 3 | 3 | 0.27% | 0.28% | 0.29% | Q4 2022 | Q2 2023 | 3 |
RETIREMENT INCOME SOLUTIONS, INC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Neo Ivy Capital Management | 2 | 1 | 0.01% | 0.14% | 0.35% | Q3 2020 | Q3 2023 | 3 |
Tesco Pension Investment Ltd | 3 | 3 | 1.50% | 2.02% | 2.44% | Q2 2020 | Q4 2020 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.31% | 0.34% | 0.38% | Q3 2019 | Q2 2020 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.01% | 0.07% | 0.15% | Q1 2020 | Q3 2020 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q2 2021 | 3 |
IFS Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
LUTS & GREENLEIGH GROUP, INC | 3 | 3 | 0.26% | 0.29% | 0.32% | Q4 2022 | Q2 2023 | 3 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.24% | 0.40% | Q1 2021 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Private Wealth Advisors, Inc. | 3 | 3 | 0.44% | 0.50% | 0.58% | Q2 2020 | Q4 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Palumbo Wealth Management LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.48% | 0.61% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.73% | 0.95% | 1.37% | Q4 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.07% | 0.12% | Q3 2020 | Q1 2021 | 3 |
Cadent Capital Advisors, LLC | 3 | 3 | 0.09% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Lantz Financial LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.11% | 0.16% | 0.18% | Q2 2021 | Q4 2021 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q2 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 3 |
Concentric Capital Strategies, LP | 2 | 1 | 0.34% | 1.47% | 2.51% | Q3 2022 | Q2 2023 | 3 |
Meridian Financial Partners LLC | 3 | 3 | 0.45% | 0.49% | 0.54% | Q3 2020 | Q1 2021 | 3 |
SHIKIAR ASSET MANAGEMENT INC | 3 | 3 | 0.08% | 1.28% | 2.06% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Inspire Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 3 |
&PARTNERS | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strait & Sound Wealth Management LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
DSC Advisors, L.P. | 3 | 3 | 0.18% | 0.22% | 0.29% | Q1 2021 | Q3 2021 | 3 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 3 | 0.03% | 0.84% | 1.26% | Q1 2023 | Q3 2023 | 3 |
Cartenna Capital, LP | 2 | 1 | 2.68% | 3.28% | 4.17% | Q2 2021 | Q2 2023 | 3 |
St. Louis Financial Planners Asset Management, LLC | 3 | 3 | 1.62% | 1.66% | 1.70% | Q4 2022 | Q2 2023 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Qsemble Capital Management, LP | 3 | 3 | 0.88% | 1.02% | 1.19% | Q1 2023 | Q3 2023 | 3 |
Per Stirling Capital Management, LLC. | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Bernardo Wealth Planning LLC | 3 | 3 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Financial Council Asset Management Inc | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.06% | 0.13% | 0.18% | Q2 2020 | Q3 2020 | 3 |
CMG Global Holdings, LLC | 3 | 3 | 0.15% | 0.31% | 0.39% | Q1 2021 | Q3 2021 | 3 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Fi3 FINANCIAL ADVISORS, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Community Bank of Raymore | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Union Heritage Capital, LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2021 | Q3 2021 | 3 |
Ativo Capital Management LLC | 3 | 3 | 0.31% | 0.37% | 0.49% | Q1 2020 | Q3 2020 | 3 |
Fidelity National Financial, Inc. | 3 | 3 | 0.10% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q4 2021 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Eos Management, L.P. | 3 | 3 | 0.18% | 0.35% | 0.67% | Q2 2020 | Q4 2020 | 3 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.07% | 0.25% | 0.59% | Q2 2021 | Q4 2021 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.26% | 0.63% | 1.12% | Q4 2021 | Q3 2023 | 3 |
Legacy Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
GraniteShares Advisors LLC | 3 | 3 | 0.36% | 0.37% | 0.38% | Q4 2022 | Q2 2023 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 3 | 3 | 0.65% | 1.10% | 1.61% | Q1 2022 | Q3 2022 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q2 2021 | 3 |
CORDA Investment Management, LLC. | 2 | 1 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.07% | 0.16% | 0.22% | Q1 2023 | Q3 2023 | 3 |
CCM INVESTMENT ADVISERS LLC | 3 | 3 | 1.28% | 1.52% | 1.66% | Q1 2023 | Q3 2023 | 3 |
Atom Investors LP | 3 | 3 | 0.25% | 0.37% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Close Asset Management Ltd | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Cordant, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 3 |
NewFocus Financial Group, LLC | 3 | 3 | 1.46% | 1.58% | 1.69% | Q2 2020 | Q4 2020 | 3 |
TCF National Bank | 3 | 3 | 0.30% | 0.47% | 0.55% | Q3 2020 | Q1 2021 | 3 |
Capstone Financial Group, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Boston Partners | 2 | 1 | 0.03% | 0.18% | 0.49% | Q2 2020 | Q3 2023 | 3 |
Pegasus Partners Ltd. | 2 | 1 | 0.03% | 0.05% | 0.05% | Q4 2020 | Q4 2022 | 3 |
Charles Schwab Trust Co | 3 | 3 | 0.09% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Aperio Group, LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q2 2020 | Q4 2020 | 3 |
WILEN INVESTMENT MANAGEMENT CORP. | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Cinctive Capital Management LP | 1 | 1 | 0.18% | 0.29% | 0.50% | Q3 2020 | Q2 2022 | 3 |
Endowment Wealth Management, Inc. | 3 | 3 | 0.19% | 0.21% | 0.25% | Q4 2022 | Q2 2023 | 3 |
Sargent Investment Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Phoenix Holdings Ltd. | 2 | 1 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q1 2021 | 3 |
Ellsworth Advisors, LLC | 3 | 3 | 0.39% | 0.47% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Compass Wealth Management LLC | 2 | 1 | 1.04% | 1.39% | 1.63% | Q4 2022 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 3 | 3 | 0.14% | 0.17% | 0.20% | Q2 2020 | Q4 2020 | 3 |
BNC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.62% | 0.74% | 0.91% | Q1 2022 | Q4 2022 | 3 |
NWK Group, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Pettee Investors, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.31% | 0.37% | 0.42% | Q1 2021 | Q3 2021 | 3 |
Sanders Capital, LLC | 3 | 3 | 1.52% | 1.68% | 1.82% | Q1 2023 | Q3 2023 | 3 |
Silver Lake Advisory, LLC | 2 | 1 | 0.18% | 0.19% | 0.20% | Q3 2022 | Q2 2023 | 3 |
Olympiad Research LP | 3 | 3 | 0.20% | 0.29% | 0.41% | Q1 2023 | Q3 2023 | 3 |
DORCHESTER WEALTH MANAGEMENT Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Spouting Rock Asset Management, LLC | 3 | 3 | 0.28% | 0.38% | 0.60% | Q4 2022 | Q2 2023 | 3 |
JD Financial Services Inc. | 3 | 3 | 0.18% | 0.19% | 0.19% | Q2 2021 | Q4 2021 | 3 |
Advisor Resource Council | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 3 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 3 | 3 | 2.38% | 2.40% | 2.42% | Q3 2020 | Q1 2021 | 3 |
Quintet Private Bank (Europe) S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.15% | 0.23% | 0.30% | Q1 2023 | Q3 2023 | 3 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.31% | 1.18% | 2.15% | Q2 2021 | Q2 2022 | 3 |
Sarasin & Partners LLP | 3 | 3 | 0.32% | 0.39% | 0.51% | Q2 2020 | Q4 2020 | 3 |
Davis Investment Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.16% | 0.25% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Beaumont Asset Management, L.L.C. | 2 | 1 | 0.34% | 0.63% | 0.83% | Q2 2020 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.14% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.03% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Campbell Wealth Management | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2023 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.42% | 0.52% | 0.62% | Q4 2021 | Q2 2022 | 3 |
CHANNEL WEALTH LLC | 2 | 1 | 0.10% | 0.13% | 0.15% | Q1 2023 | Q4 2023 | 3 |
Van Leeuwen & Company, LLC | 3 | 3 | 1.53% | 1.56% | 1.62% | Q1 2021 | Q3 2021 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3 | 3 | 1.36% | 1.97% | 2.56% | Q4 2021 | Q2 2022 | 3 |
ADAMCAPITAL Gestao de Recursos Ltda. | 3 | 3 | 1.64% | 4.02% | 6.00% | Q3 2021 | Q1 2022 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.13% | 0.63% | 1.08% | Q3 2022 | Q3 2023 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.24% | 0.25% | 0.27% | Q2 2020 | Q4 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.08% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.45% | 0.49% | 0.55% | Q2 2022 | Q4 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RMR Wealth Builders | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.77% | 0.88% | 1.06% | Q4 2020 | Q2 2021 | 3 |
Evanson Asset Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 3 |
Arbiter Partners Capital Management LLC | 3 | 3 | 0.10% | 0.21% | 0.34% | Q2 2020 | Q4 2020 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Velanne Asset Management Ltd | 3 | 3 | 10.20% | 10.57% | 11.00% | Q1 2021 | Q3 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Arbor Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Ashburton (Jersey) Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
OAK FAMILY ADVISORS, LLC | 3 | 3 | 2.94% | 2.97% | 3.02% | Q1 2023 | Q3 2023 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Goldstream Capital Management Ltd | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.76% | 1.38% | 2.40% | Q4 2021 | Q3 2023 | 3 |
Axiom Financial Strategies, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q4 2020 | 3 |
HOWARD CAPITAL MANAGEMENT | 3 | 3 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q4 2020 | 3 |
WILKINS INVESTMENT COUNSEL INC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q2 2020 | Q4 2020 | 3 |
SVA Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Core Wealth Partners LLC | 2 | 1 | 0.19% | 0.37% | 0.65% | Q4 2022 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q2 2021 | Q4 2021 | 3 |
BROOKTREE CAPITAL MANAGEMENT | 3 | 3 | 0.15% | 0.20% | 0.23% | Q2 2020 | Q4 2020 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.31% | 0.37% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Point View Wealth Management, Inc. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q2 2020 | Q4 2020 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
SYSTM Wealth Solutions LLC | 2 | 1 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 3 |
McGlone Suttner Wealth Management, Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Five Oceans Advisors | 3 | 3 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.26% | 0.28% | 0.31% | Q2 2023 | Q4 2023 | 3 |
tru Independence LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q2 2021 | 3 |
BAINCO INTERNATIONAL INVESTORS | 3 | 3 | 0.00% | 0.28% | 0.46% | Q1 2020 | Q3 2020 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.06% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 3 |
Port Capital LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.02% | 0.10% | 0.16% | Q3 2022 | Q3 2022 | 3 |
Codex Capital, L.L.C. | 3 | 3 | 0.15% | 0.18% | 0.21% | Q3 2020 | Q1 2021 | 3 |
Seascape Capital Management | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.08% | 0.21% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.09% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Steamboat Capital Partners, LLC | 3 | 3 | 2.23% | 2.42% | 2.77% | Q2 2020 | Q4 2020 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 0.12% | 0.18% | Q2 2020 | Q1 2022 | 3 |
MADDEN SECURITIES Corp | 2 | 1 | 0.08% | 0.12% | 0.17% | Q1 2021 | Q4 2022 | 3 |
CAMG Solamere Management, LLC | 3 | 3 | 0.20% | 0.30% | 0.35% | Q2 2020 | Q4 2020 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.45% | 0.47% | 0.49% | Q1 2023 | Q3 2023 | 3 |
USA MUTUALS ADVISORS, INC. | 3 | 3 | 7.50% | 8.40% | 10.12% | Q2 2020 | Q4 2020 | 3 |
Hyperion Partners, LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q4 2022 | Q2 2023 | 3 |
Hudson Canyon Capital Management | 3 | 3 | 1.19% | 1.30% | 1.40% | Q4 2022 | Q2 2023 | 3 |
Watson Rebecca | 3 | 3 | 0.46% | 0.50% | 0.56% | Q1 2020 | Q3 2020 | 3 |
GARRISON BRADFORD & ASSOCIATES INC | 2 | 1 | 0.20% | 0.23% | 0.26% | Q1 2022 | Q4 2022 | 3 |
PERRITT CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.07% | 0.20% | 0.27% | Q3 2020 | Q2 2023 | 3 |
DMC Group, LLC | 3 | 3 | 0.35% | 0.45% | 0.52% | Q1 2023 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2020 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
SS&H Financial Advisors, Inc. | 2 | 1 | 0.15% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 3 |
Exchange Bank | 2 | 2 | 0.29% | 0.49% | 0.69% | Q2 2023 | Q3 2023 | 2 |
New Potomac Partners, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2020 | Q3 2020 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BT Wealth Management LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
James Hambro & Partners | 2 | 2 | 0.30% | 0.69% | 1.07% | Q2 2020 | Q3 2020 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Tillar-Wenstrup Advisors, LLC | 2 | 2 | 0.40% | 0.42% | 0.46% | Q2 2020 | Q3 2020 | 2 |
Aspen Investment Management Inc | 1 | 1 | 0.13% | 0.14% | 0.15% | Q4 2020 | Q4 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q1 2023 | 2 |
LifePlan Financial Group, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 2 | 0.16% | 0.23% | 0.30% | Q1 2022 | Q2 2022 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.21% | 0.40% | Q2 2020 | Q2 2020 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q2 2020 | Q3 2020 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
CEDAR CAPITAL, LLC | 2 | 2 | 0.52% | 0.54% | 0.56% | Q2 2020 | Q3 2020 | 2 |
DAGCO, INC. | 2 | 2 | 0.35% | 0.70% | 1.04% | Q2 2020 | Q3 2020 | 2 |
Price Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.01% | 0.08% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.12% | 0.92% | 1.71% | Q4 2021 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.07% | 0.14% | Q1 2021 | Q1 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.03% | 0.08% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Red Spruce Capital, LLC | 2 | 2 | 0.17% | 0.23% | 0.29% | Q1 2023 | Q2 2023 | 2 |
Heritage Way Advisors, LLC | 2 | 2 | 1.27% | 1.33% | 1.40% | Q1 2020 | Q2 2020 | 2 |
Veritas Investment Management LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Kensington Investment Counsel, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Holdings, LLC | 1 | 1 | 0.01% | 0.30% | 0.59% | Q2 2020 | Q2 2022 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.06% | 0.20% | 0.34% | Q3 2020 | Q2 2023 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q4 2022 | 2 |
Oak Thistle LLC | 1 | 1 | 0.49% | 0.64% | 0.79% | Q1 2022 | Q3 2023 | 2 |
Krane Funds Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.53% | 0.71% | 0.88% | Q1 2022 | Q2 2023 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.50% | 0.82% | 1.15% | Q2 2023 | Q3 2023 | 2 |
Centurion Wealth Management LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q1 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.29% | 0.58% | Q2 2020 | Q1 2021 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.30% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.03% | 0.11% | 0.20% | Q4 2020 | Q2 2021 | 2 |
Tennessee Valley Asset Management Partners | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.21% | 0.34% | Q4 2022 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Custos Family Office, LLC | 2 | 2 | 0.44% | 0.47% | 0.50% | Q4 2022 | Q1 2023 | 2 |
State of Wyoming | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 2 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2020 | Q3 2020 | 2 |
KAYS FINANCIAL ADVISORY CORP /ADV | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2020 | Q3 2020 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.23% | 0.40% | 0.58% | Q1 2023 | Q2 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
TrueWealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 2 |
Scarborough Advisors, LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Retirement Investment Advisors, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.07% | 0.49% | 0.91% | Q1 2020 | Q2 2020 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.09% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 2 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 2 |
PA Capital LLC | 2 | 2 | 0.54% | 0.60% | 0.67% | Q2 2020 | Q3 2020 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q2 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WealthStone, Inc. | 1 | 1 | 0.09% | 0.17% | 0.26% | Q2 2020 | Q1 2021 | 2 |
Mosaic Advisors LLC | 1 | 1 | 0.15% | 0.23% | 0.32% | Q4 2020 | Q2 2021 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 1.22% | 1.24% | 1.26% | Q2 2021 | Q3 2021 | 2 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q3 2023 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2021 | Q2 2021 | 2 |
Sowa Financial Group, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q2 2020 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
DELTEC ASSET MANAGEMENT LLC | 2 | 2 | 0.26% | 0.54% | 0.83% | Q2 2020 | Q3 2020 | 2 |
Consolidated Planning Corp | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
National Mutual Insurance Federation of Agricultural Cooperatives | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Garrett Wealth Advisory Group, LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q2 2020 | Q3 2020 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Monument Capital Management | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q4 2022 | Q1 2023 | 2 |
SAXON INTERESTS, INC. | 1 | 1 | 0.12% | 0.64% | 1.16% | Q4 2021 | Q3 2023 | 2 |
TOWER BRIDGE ADVISORS | 1 | 1 | 0.91% | 1.17% | 1.43% | Q2 2021 | Q2 2023 | 2 |
Ballew Advisors, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q4 2022 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.12% | 1.26% | 1.40% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Phillips Wealth Planners LLC | 1 | 1 | 0.33% | 0.72% | 1.10% | Q1 2023 | Q3 2023 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.31% | 0.34% | 0.37% | Q2 2020 | Q3 2020 | 2 |
COHEN & STEERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.32% | 0.50% | 0.69% | Q4 2020 | Q3 2023 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 2 |
Ruggie Capital Group | 2 | 2 | 2.12% | 2.83% | 3.54% | Q2 2020 | Q3 2020 | 2 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q4 2021 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 0.78% | 1.14% | 1.51% | Q1 2022 | Q2 2022 | 2 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.37% | 0.42% | 0.46% | Q2 2020 | Q3 2020 | 2 |
Rollins Financial | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 2 |
Shay Capital LLC | 1 | 1 | 0.02% | 0.17% | 0.31% | Q1 2021 | Q1 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.31% | 0.58% | Q4 2020 | Q2 2023 | 2 |
Optimal Asset Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q3 2021 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
UNITED FIRE GROUP INC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q3 2020 | 2 |
Parisi Gray Wealth Management | 1 | 1 | 0.03% | 0.24% | 0.46% | Q2 2020 | Q2 2021 | 2 |
GANTZERT INVESTMENT CO LLC /ADV | 2 | 2 | 2.25% | 2.39% | 2.53% | Q2 2020 | Q3 2020 | 2 |
Rampart Investment Management Company, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Meredith Wealth Planning | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
PCJ Investment Counsel Ltd. | 2 | 2 | 0.22% | 0.61% | 1.00% | Q4 2022 | Q1 2023 | 2 |
Privium Fund Management (UK) Ltd | 2 | 2 | 0.42% | 0.62% | 0.82% | Q1 2022 | Q2 2022 | 2 |
Caption Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.48% | 0.56% | 0.65% | Q2 2023 | Q3 2023 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q2 2023 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q2 2022 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Pinnacle West Asset Management, Inc. | 2 | 2 | 0.23% | 0.23% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.20% | 0.30% | 0.39% | Q2 2020 | Q3 2022 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 1.10% | 1.12% | 1.14% | Q2 2020 | Q3 2020 | 2 |
Prostatis Group LLC | 1 | 1 | 0.20% | 0.23% | 0.27% | Q4 2022 | Q2 2023 | 2 |
O'Connor Financial Group LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.51% | 1.14% | 1.77% | Q4 2022 | Q1 2023 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2022 | Q3 2022 | 2 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.58% | 0.64% | 0.69% | Q2 2020 | Q3 2020 | 2 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.21% | 0.36% | 0.52% | Q1 2023 | Q3 2023 | 2 |
Aspen Wealth Strategies, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q1 2023 | 2 |
CIDEL ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.15% | 0.27% | Q1 2023 | Q3 2023 | 2 |
HENDLEY & CO INC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q2 2020 | Q3 2020 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 2 |
1776 Wealth LLC | 1 | 1 | 0.19% | 0.20% | 0.22% | Q2 2020 | Q4 2020 | 2 |
Murphy Pohlad Asset Management LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
TPI Fund Managers Ltd | 1 | 1 | 1.49% | 1.96% | 2.44% | Q2 2020 | Q4 2020 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 2 | 1.56% | 1.78% | 2.01% | Q3 2020 | Q4 2020 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
First Washington CORP | 1 | 1 | 1.07% | 1.21% | 1.35% | Q2 2020 | Q4 2020 | 2 |
Stadion Money Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
FCG ADVISORS, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2020 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Delap Wealth Advisory, LLC | 2 | 2 | 0.38% | 0.45% | 0.52% | Q4 2022 | Q1 2023 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.51% | 0.53% | 0.55% | Q3 2023 | Q4 2023 | 2 |
EAGLE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2020 | Q3 2020 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.00% | 0.23% | 0.45% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.65% | 0.77% | 0.89% | Q2 2023 | Q3 2023 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.14% | 0.31% | 0.48% | Q2 2020 | Q3 2020 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.83% | 1.00% | 1.18% | Q1 2022 | Q2 2022 | 2 |
CADINHA & CO LLC | 1 | 1 | 0.07% | 1.35% | 2.62% | Q2 2020 | Q2 2023 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
LaSalle St. Investment Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
PGIM Custom Harvest LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2020 | Q3 2020 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.57% | 0.84% | Q1 2022 | Q2 2023 | 2 |
Opus Capital Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Verum Partners LLC | 2 | 2 | 0.10% | 0.16% | 0.23% | Q2 2023 | Q3 2023 | 2 |
TOEWS CORP /ADV | 1 | 1 | 0.39% | 0.61% | 0.82% | Q2 2022 | Q4 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.53% | 0.58% | 0.62% | Q1 2022 | Q2 2022 | 2 |
Sculptor Capital LP | 2 | 2 | 1.12% | 1.62% | 2.12% | Q2 2020 | Q3 2020 | 2 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.96% | 1.92% | Q1 2021 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.55% | 0.62% | 0.69% | Q2 2023 | Q3 2023 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.74% | 0.91% | 1.08% | Q3 2020 | Q4 2020 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Financial & Tax Architects, LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q1 2021 | Q2 2021 | 2 |
Anson Funds Management LP | 2 | 2 | 0.14% | 0.20% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Paragon Advisors, LLC | 2 | 2 | 0.28% | 0.36% | 0.44% | Q2 2023 | Q3 2023 | 2 |
NatWest Group plc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
Charles Schwab Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
PROVIDENT TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.70% | 0.81% | 0.92% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.58% | 0.63% | 0.69% | Q2 2023 | Q3 2023 | 2 |
PointState Capital LP | 1 | 1 | 0.32% | 0.38% | 0.43% | Q1 2022 | Q3 2022 | 2 |
Bay Rivers Group | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2021 | Q2 2021 | 2 |
CAPITAL INTERNATIONAL LTD /CA/ | 2 | 2 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Junto Capital Management LP | 1 | 1 | 0.65% | 1.32% | 1.98% | Q4 2021 | Q2 2022 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q3 2020 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.21% | 0.25% | 0.30% | Q2 2023 | Q3 2023 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2022 | 2 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 2 |
WESTERLY CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.20% | 2.37% | 2.54% | Q3 2022 | Q4 2022 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.42% | 0.69% | 0.96% | Q2 2023 | Q3 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Wellesley Investment Partners, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2020 | Q3 2020 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.26% | 0.50% | 0.73% | Q1 2021 | Q3 2023 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.19% | 0.72% | 1.24% | Q1 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
InTrack Investment Management Inc | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2023 | Q4 2023 | 2 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.14% | 0.19% | 0.25% | Q1 2022 | Q1 2023 | 2 |
Arbor Wealth Management, LLC | 2 | 2 | 1.45% | 1.66% | 1.86% | Q2 2020 | Q3 2020 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q2 2020 | Q3 2020 | 2 |
Financial Partners Group, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q1 2023 | Q2 2023 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RDST Capital LLC | 1 | 1 | 6.21% | 6.21% | 6.21% | Q3 2023 | Q3 2023 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Infini Master Fund | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2022 | Q1 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Wealth Advisors of Iowa, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2022 | Q2 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2020 | Q3 2020 | 1 |
Alta Wealth Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DCF Advisers, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
SENTINEL PENSION ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Veritas Asset Management LLP | 1 | 1 | 4.92% | 4.92% | 4.92% | Q2 2020 | Q2 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
WJ Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Bornite Capital Management LP | 1 | 1 | 3.43% | 3.43% | 3.43% | Q2 2021 | Q2 2021 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2020 | Q2 2020 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
AtonRa Partners | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
BCS Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Twin Lakes Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bridge Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
ELLERSON GROUP INC /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 3.34% | 3.34% | 3.34% | Q2 2023 | Q2 2023 | 1 |
Alta Fox Capital Management | 1 | 1 | 6.65% | 6.65% | 6.65% | Q4 2022 | Q4 2022 | 1 |
Nadler Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Addenda Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Southeastern Asset Management | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2023 | Q3 2023 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Rudd International, Inc. | 1 | 1 | 2.35% | 2.35% | 2.35% | Q2 2020 | Q2 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Leap Investments LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2020 | Q2 2020 | 1 |
TRADITION ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
BESSEMER SECURITIES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
AM Squared Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Advisory Resource Group | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2020 | Q2 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2021 | Q2 2021 | 1 |
Benchmark Financial Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2020 | Q2 2020 | 1 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
STRALEM & CO INC | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2020 | Q2 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2021 | Q1 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
FCA CORP /TX | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHECK CAPITAL MANAGEMENT INC/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2021 | Q4 2021 | 1 |
Financial Partners Group, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
MWA Asset Management | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SCP Investment, LP | 1 | 1 | 5.88% | 5.88% | 5.88% | Q3 2023 | Q3 2023 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2020 | Q3 2020 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2023 | Q3 2023 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Third Point | 1 | 1 | 4.44% | 4.44% | 4.44% | Q2 2020 | Q2 2020 | 1 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Demars Financial Group, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Vest Financial, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2020 | Q4 2020 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Aurora Investment Counsel | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2020 | Q2 2020 | 1 |
Saturna Capital CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Achmea Investment Management B.V. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
SFG Wealth Management, LLC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
New Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2020 | Q2 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Polianta Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
BRISTOL JOHN W & CO INC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2022 | Q3 2022 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Front Street Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Palestra Capital Management LLC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2020 | Q2 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Morris Capital Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 2.84% | 2.84% | 2.84% | Q2 2020 | Q2 2020 | 1 |
Savoie Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Numerai GP LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Kemper Corp Master Retirement Trust | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
Aldebaran Financial Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
ALPHA WINDWARD LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Gladstone Capital Management LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2020 | Q2 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MAKENA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
ROGCO, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Engine Capital Management, LP | 1 | 1 | 11.31% | 11.31% | 11.31% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2020 | Q2 2020 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Elefante Mark B | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2020 | Q2 2020 | 1 |
Gardiner Nancy B | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2020 | Q2 2020 | 1 |
Employers Holdings, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2020 | Q2 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2022 | Q3 2022 | 1 |
William Allan Corp | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2021 | Q4 2021 | 1 |
Richard C. Young & CO., LTD. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2020 | Q2 2020 | 1 |
Pensionmark Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Spinnaker Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
TCI Fund Management | 1 | 1 | 2.82% | 2.82% | 2.82% | Q2 2020 | Q2 2020 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Governors Lane LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TradeLink Capital LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2020 | Q2 2020 | 1 |
Livforsakringsbolaget Skandia, Omsesidigt | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Private Vista, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2023 | Q2 2023 | 1 |
IAT REINSURANCE CO LTD. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2022 | Q1 2022 | 1 |
PARTHENON LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Rainier Group Investment Advisory LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Doman Group, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2021 | Q4 2021 | 1 |
Nitorum Capital, L.P. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2022 | Q3 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
S. R. Schill & Associates | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DnB Asset Management AS | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2020 | Q2 2020 | 1 |
FAGAN ASSOCIATES, INC. | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2020 | Q2 2020 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2022 | Q2 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WHEATLAND ADVISORS INC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2020 | Q2 2020 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Kapstone Financial Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Origin Asset Management LLP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Park Place Capital Corp | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2022 | Q1 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cercano Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Fortune Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
STERLING INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2020 | Q2 2020 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TAM Capital Management Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
10-15 ASSOCIATES, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Capital Group Investment Management Pte. Ltd. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2022 | Q4 2022 | 1 |
JABODON PT CO | 1 | 1 | 12.72% | 12.72% | 12.72% | Q3 2020 | Q3 2020 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Fayerweather Charles | 1 | 1 | 1.69% | 1.69% | 1.69% | Q2 2020 | Q2 2020 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Private Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 4.26% | 4.26% | 4.26% | Q1 2020 | Q1 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Kaydan Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 3.96% | 3.96% | 3.96% | Q2 2020 | Q2 2020 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2021 | Q1 2021 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Essential Planning, LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
First Fiduciary Investment Counsel, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Financial Advisory Group | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2023 | Q3 2023 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
MATRIX ASSET ADVISORS INC/NY | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
Oak Harvest Investment Services | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2020 | Q4 2020 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WD RUTHERFORD LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own RAYTHEON TECHNOLOGIES CORP or have owned RAYTHEON TECHNOLOGIES CORP in the past.