Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 104 |
GOLDMAN SACHS GROUP INC | 35 | 4 | 0.00% | 0.01% | 0.08% | Q1 2012 | Q4 2021 | 104 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.02% | 0.39% | Q2 2013 | Q4 2021 | 97 |
Walleye Trading LLC | 35 | 35 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2021 | 86 |
D. E. Shaw & Co., Inc. | 31 | 3 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q4 2021 | 79 |
BARCLAYS PLC | 35 | 35 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 75 |
Citadel Advisors | 25 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 75 |
Twin Tree Management, LP | 19 | 1 | 0.00% | 0.07% | 0.29% | Q4 2012 | Q4 2021 | 72 |
CAPITAL FUND MANAGEMENT S.A. | 18 | 2 | 0.00% | 0.05% | 0.30% | Q3 2013 | Q4 2021 | 67 |
BNP PARIBAS FINANCIAL MARKETS | 33 | 33 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q4 2021 | 66 |
UBS Group AG | 29 | 29 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q4 2021 | 64 |
Cutler Group LLC / CA | 17 | 7 | 0.00% | 0.05% | 0.79% | Q4 2015 | Q4 2021 | 60 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2021 | 60 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q4 2021 | 59 |
TWO SIGMA INVESTMENTS, LP | 35 | 35 | 0.00% | 0.11% | 0.62% | Q2 2013 | Q4 2021 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.24% | 0.68% | Q1 2009 | Q3 2023 | 59 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q2 2018 | 58 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 55 |
JANE STREET GROUP, LLC | 18 | 3 | 0.00% | 0.03% | 0.29% | Q1 2014 | Q4 2021 | 49 |
Parallax Volatility Advisers, L.P. | 10 | 4 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q4 2021 | 48 |
MUFG Americas Holdings Corp | 45 | 45 | 0.02% | 0.12% | 0.26% | Q4 2010 | Q4 2021 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.08% | 0.33% | Q2 2013 | Q1 2017 | 44 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.06% | 0.38% | Q2 2013 | Q3 2021 | 44 |
GLYNN CAPITAL MANAGEMENT LLC | 32 | 9 | 0.06% | 0.20% | 0.37% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 35 | 35 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2021 | 40 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.04% | 0.28% | Q4 2012 | Q4 2021 | 39 |
HSBC HOLDINGS PLC | 30 | 8 | 0.00% | 0.01% | 0.08% | Q1 2012 | Q4 2021 | 38 |
HighTower Advisors, LLC | 35 | 35 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q4 2021 | 38 |
Veritable, L.P. | 37 | 37 | 0.01% | 0.13% | 0.28% | Q4 2012 | Q4 2021 | 38 |
DEUTSCHE BANK AG\ | 34 | 34 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q4 2021 | 38 |
PEAK6 Investments LLC | 14 | 14 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q4 2021 | 38 |
TCI Wealth Advisors, Inc. | 37 | 37 | 0.00% | 0.08% | 0.18% | Q4 2012 | Q4 2021 | 37 |
KEYBANK NATIONAL ASSOCIATION/OH | 37 | 37 | 0.01% | 0.07% | 0.17% | Q4 2012 | Q4 2021 | 37 |
PUZO MICHAEL J | 37 | 37 | 0.14% | 0.43% | 0.84% | Q4 2012 | Q4 2021 | 37 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 35 | 2 | 0.02% | 0.11% | 0.30% | Q2 2010 | Q4 2021 | 37 |
SCHULHOFF & CO INC | 36 | 36 | 0.11% | 0.21% | 0.32% | Q2 2013 | Q1 2022 | 36 |
CLEAR STREET MARKETS LLC | 10 | 1 | 0.00% | 0.21% | 1.13% | Q2 2013 | Q4 2021 | 36 |
THORNBURG INVESTMENT MANAGEMENT INC | 35 | 1 | 0.00% | 2.80% | 6.58% | Q2 2013 | Q3 2022 | 36 |
Cetera Advisor Networks LLC | 36 | 36 | 0.01% | 0.07% | 0.12% | Q1 2013 | Q4 2021 | 36 |
COMMERCE BANK | 36 | 36 | 0.01% | 0.09% | 0.19% | Q1 2013 | Q4 2021 | 36 |
CREDIT SUISSE AG/ | 36 | 36 | 0.00% | 0.03% | 0.22% | Q1 2013 | Q4 2021 | 36 |
Bollard Group LLC | 36 | 36 | 0.00% | 0.38% | 1.26% | Q2 2013 | Q1 2022 | 36 |
BROWN BROTHERS HARRIMAN & CO | 36 | 36 | 0.02% | 0.03% | 0.08% | Q1 2013 | Q4 2021 | 36 |
MILLENNIUM MANAGEMENT LLC | 22 | 4 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q4 2021 | 36 |
First Horizon Advisors, Inc. | 31 | 1 | 0.00% | 0.06% | 0.48% | Q1 2012 | Q4 2021 | 36 |
SHUFRO ROSE & CO LLC | 35 | 1 | 0.03% | 0.07% | 0.09% | Q3 2012 | Q4 2021 | 36 |
Hudock, Inc. | 35 | 35 | 0.04% | 0.25% | 0.92% | Q2 2013 | Q4 2021 | 35 |
KING LUTHER CAPITAL MANAGEMENT CORP | 35 | 35 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 35 |
SYNOVUS FINANCIAL CORP | 35 | 35 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q4 2021 | 35 |
PRIVATE ASSET MANAGEMENT INC | 35 | 35 | 0.05% | 0.16% | 0.35% | Q2 2013 | Q4 2021 | 35 |
Endurance Wealth Management, Inc. | 35 | 35 | 0.01% | 0.10% | 0.18% | Q2 2013 | Q4 2021 | 35 |
PZENA INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.65% | 1.95% | 3.18% | Q2 2013 | Q4 2021 | 35 |
Mondrian Investment Partners LTD | 35 | 35 | 0.22% | 0.62% | 1.03% | Q2 2013 | Q4 2021 | 35 |
WOODSTOCK CORP | 35 | 35 | 0.09% | 0.25% | 0.46% | Q2 2013 | Q4 2021 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q4 2021 | 35 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 35 | 35 | 0.04% | 0.28% | 0.95% | Q2 2013 | Q4 2021 | 35 |
Chesley Taft & Associates LLC | 35 | 35 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q4 2021 | 35 |
Cohen Capital Management, Inc. | 35 | 35 | 0.19% | 0.52% | 0.82% | Q2 2013 | Q4 2021 | 35 |
Drexel Morgan & Co. | 35 | 35 | 0.29% | 1.01% | 1.72% | Q2 2013 | Q4 2021 | 35 |
GLENMEDE TRUST CO NA | 35 | 35 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q4 2021 | 35 |
Sandy Spring Bank | 35 | 35 | 0.08% | 0.23% | 0.44% | Q2 2013 | Q4 2021 | 35 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 35 | 35 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q4 2021 | 35 |
Ipswich Investment Management Co., Inc. | 35 | 35 | 0.24% | 1.40% | 2.31% | Q2 2013 | Q4 2021 | 35 |
GFS Advisors, LLC | 35 | 35 | 0.14% | 1.20% | 2.78% | Q2 2013 | Q4 2021 | 35 |
KANAWHA CAPITAL MANAGEMENT LLC | 35 | 35 | 0.14% | 0.52% | 0.88% | Q2 2013 | Q4 2021 | 35 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 35 | 35 | 0.08% | 0.24% | 0.40% | Q2 2013 | Q4 2021 | 35 |
Cohen Klingenstein LLC | 35 | 35 | 0.37% | 1.16% | 2.09% | Q2 2013 | Q4 2021 | 35 |
FARMERS TRUST CO | 35 | 35 | 0.06% | 0.50% | 1.88% | Q2 2013 | Q4 2021 | 35 |
FMR LLC | 35 | 35 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q4 2021 | 35 |
Timber Creek Capital Management LLC | 35 | 35 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q4 2021 | 35 |
SEGALL BRYANT & HAMILL, LLC | 35 | 35 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q3 2021 | 35 |
BOSTON FAMILY OFFICE LLC | 35 | 35 | 0.02% | 0.14% | 0.33% | Q2 2013 | Q4 2021 | 35 |
Argyle Capital Management Inc. | 35 | 35 | 0.11% | 0.29% | 1.83% | Q2 2013 | Q4 2021 | 35 |
MONTAG A & ASSOCIATES INC | 35 | 35 | 0.02% | 0.48% | 1.40% | Q2 2013 | Q4 2021 | 35 |
Vigilant Capital Management, LLC | 35 | 35 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 35 |
Plante Moran Financial Advisors, LLC | 35 | 35 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2021 | 35 |
NTV ASSET MANAGEMENT LLC | 35 | 35 | 0.04% | 0.58% | 0.98% | Q2 2013 | Q4 2021 | 35 |
P.A.W. CAPITAL CORP | 35 | 35 | 0.55% | 1.65% | 4.33% | Q2 2013 | Q4 2021 | 35 |
Janney Montgomery Scott LLC | 35 | 35 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q4 2021 | 35 |
Creative Planning | 35 | 35 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 35 |
GOFEN & GLOSSBERG LLC /IL/ | 35 | 35 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q4 2021 | 35 |
HERITAGE INVESTORS MANAGEMENT CORP | 35 | 35 | 0.09% | 0.31% | 0.50% | Q2 2013 | Q4 2021 | 35 |
STATE STREET CORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Capital Research Global Investors | 35 | 35 | 0.02% | 0.17% | 0.45% | Q2 2013 | Q4 2021 | 35 |
WEDBUSH SECURITIES INC | 35 | 35 | 0.03% | 0.14% | 0.26% | Q2 2013 | Q4 2021 | 35 |
SCOTIA CAPITAL INC. | 35 | 35 | 0.00% | 0.06% | 0.08% | Q2 2013 | Q4 2021 | 35 |
North Star Investment Management Corp. | 35 | 35 | 0.03% | 0.21% | 0.65% | Q2 2013 | Q4 2021 | 35 |
SouthState Corp | 35 | 35 | 0.04% | 0.36% | 0.96% | Q2 2013 | Q4 2021 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.01% | 0.11% | 0.36% | Q2 2013 | Q4 2021 | 35 |
Nikko Asset Management Americas, Inc. | 35 | 35 | 0.02% | 1.84% | 4.78% | Q2 2013 | Q4 2021 | 35 |
BLUESTEIN R H & CO LLC | 35 | 35 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2021 | 35 |
BESSEMER GROUP INC | 35 | 35 | 0.00% | 0.02% | 0.37% | Q2 2013 | Q4 2021 | 35 |
Estabrook Capital Management | 35 | 35 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q4 2021 | 35 |
ADIRONDACK TRUST CO | 35 | 35 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 35 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 35 | 35 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2021 | 35 |
CAPE COD FIVE CENTS SAVINGS BANK | 35 | 35 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q4 2021 | 35 |
BROWN ADVISORY INC | 35 | 35 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 35 |
CIBC WORLD MARKET INC. | 35 | 35 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2021 | 35 |
Huber Capital Management LLC | 35 | 35 | 0.58% | 1.63% | 2.99% | Q2 2013 | Q4 2021 | 35 |
Cambridge Investment Research Advisors, Inc. | 35 | 35 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 35 |
FIFTH THIRD BANCORP | 35 | 35 | 0.01% | 0.10% | 0.36% | Q2 2013 | Q4 2021 | 35 |
Shelter Mutual Insurance Co | 35 | 35 | 0.98% | 2.60% | 3.93% | Q2 2013 | Q4 2021 | 35 |
DAVENPORT & Co LLC | 35 | 35 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q4 2021 | 35 |
ClearBridge Investments | 35 | 35 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q4 2021 | 35 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 35 | 35 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q4 2021 | 35 |
TRUST CO OF VERMONT | 35 | 35 | 0.03% | 0.15% | 0.43% | Q2 2013 | Q4 2021 | 35 |
US BANCORP \DE\ | 35 | 35 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q4 2021 | 35 |
STEPHENS INC /AR/ | 35 | 35 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2021 | 35 |
Rathbones Group PLC | 35 | 35 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2021 | 35 |
CHILTON CAPITAL MANAGEMENT LLC | 35 | 35 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q4 2021 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 35 | 35 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 35 |
Azimuth Capital Management LLC | 35 | 35 | 0.09% | 0.30% | 0.53% | Q2 2013 | Q4 2021 | 35 |
Fisher Asset Management, LLC | 35 | 35 | 0.01% | 0.29% | 1.01% | Q2 2013 | Q4 2021 | 35 |
GUGGENHEIM CAPITAL LLC | 35 | 35 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 35 |
LINCLUDEN MANAGEMENT LTD | 35 | 35 | 0.01% | 0.61% | 1.64% | Q2 2013 | Q4 2021 | 35 |
MORGAN STANLEY | 35 | 35 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q4 2021 | 35 |
PINNACLE ASSOCIATES LTD | 35 | 35 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q4 2021 | 35 |
FIRST NATIONAL BANK OF OMAHA | 35 | 35 | 0.07% | 0.22% | 0.40% | Q2 2013 | Q4 2021 | 35 |
FRANKLIN RESOURCES INC | 35 | 35 | 0.11% | 0.82% | 1.48% | Q2 2013 | Q4 2021 | 35 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35 | 35 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q4 2021 | 35 |
CULLEN/FROST BANKERS, INC. | 35 | 35 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q4 2021 | 35 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 30 | 5 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q4 2021 | 35 |
EAGLE GLOBAL ADVISORS LLC | 35 | 35 | 0.12% | 0.22% | 0.32% | Q2 2013 | Q4 2021 | 35 |
CENTRAL TRUST Co | 35 | 35 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q4 2021 | 35 |
PROFUND ADVISORS LLC | 35 | 35 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q4 2021 | 35 |
VOYA INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.00% | 0.16% | 0.38% | Q2 2013 | Q4 2021 | 35 |
STOCK YARDS BANK & TRUST CO | 35 | 35 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q4 2021 | 35 |
REGIONS FINANCIAL CORP | 35 | 35 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2021 | 35 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 35 | 35 | 0.21% | 0.71% | 1.10% | Q2 2013 | Q4 2021 | 35 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 35 | 35 | 0.05% | 0.12% | 0.20% | Q2 2013 | Q4 2021 | 35 |
LPL Financial LLC | 35 | 35 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 35 |
BECK MACK & OLIVER LLC | 35 | 35 | 0.04% | 0.32% | 0.45% | Q2 2013 | Q4 2021 | 35 |
KARPAS STRATEGIES, LLC | 35 | 35 | 0.11% | 0.27% | 0.43% | Q2 2013 | Q4 2021 | 35 |
Allianz Asset Management GmbH | 35 | 35 | 0.00% | 0.34% | 0.93% | Q2 2013 | Q4 2021 | 35 |
KEMPNER CAPITAL MANAGEMENT INC. | 35 | 35 | 1.17% | 2.04% | 3.57% | Q2 2013 | Q4 2021 | 35 |
GREAT LAKES ADVISORS, LLC | 35 | 35 | 0.33% | 0.94% | 1.43% | Q2 2013 | Q4 2021 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.11% | 0.58% | Q2 2013 | Q4 2021 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 35 |
Rodgers Brothers Inc. | 35 | 35 | 0.06% | 0.40% | 1.03% | Q2 2013 | Q4 2021 | 35 |
Raymond James Financial Services Advisors, Inc. | 35 | 35 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q4 2021 | 35 |
TDAM USA INC. | 35 | 35 | 0.03% | 0.23% | 0.48% | Q2 2013 | Q4 2021 | 35 |
WASHINGTON TRUST Co | 35 | 35 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2021 | 35 |
TRUIST FINANCIAL CORP | 35 | 35 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q4 2021 | 35 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 35 | 35 | 0.19% | 0.34% | 0.74% | Q2 2013 | Q4 2021 | 35 |
D.A. DAVIDSON & CO. | 35 | 35 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q4 2021 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.60% | 2.37% | Q2 2013 | Q4 2021 | 35 |
SENTINEL TRUST CO LBA | 35 | 35 | 0.05% | 0.19% | 0.46% | Q2 2013 | Q4 2021 | 35 |
Hanson & Doremus Investment Management | 35 | 35 | 0.08% | 0.88% | 1.70% | Q2 2013 | Q4 2021 | 35 |
Bank of New York Mellon Corp | 35 | 35 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2021 | 35 |
MARIETTA INVESTMENT PARTNERS LLC | 35 | 35 | 0.13% | 0.47% | 0.81% | Q2 2013 | Q4 2021 | 35 |
BRYN MAWR TRUST Co | 30 | 5 | 0.01% | 0.05% | 0.10% | Q1 2013 | Q4 2021 | 35 |
GABELLI FUNDS LLC | 35 | 35 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q4 2021 | 35 |
COMERICA BANK | 35 | 35 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q4 2021 | 35 |
Highlander Capital Management, LLC | 35 | 35 | 0.02% | 0.32% | 0.52% | Q2 2013 | Q4 2021 | 35 |
American Assets Investment Management, LLC | 35 | 35 | 0.54% | 1.24% | 2.51% | Q2 2013 | Q4 2021 | 35 |
FARMERS & MERCHANTS INVESTMENTS INC | 35 | 35 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2021 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 35 | 35 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q4 2021 | 35 |
BLAIR WILLIAM & CO/IL | 35 | 35 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 35 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.01% | 0.13% | 0.24% | Q2 2013 | Q4 2021 | 35 |
GREENWOOD GEARHART INC | 35 | 35 | 1.25% | 1.99% | 2.65% | Q2 2013 | Q4 2021 | 35 |
BLB&B Advisors, LLC | 35 | 35 | 0.03% | 0.43% | 0.97% | Q2 2013 | Q4 2021 | 35 |
OLD NATIONAL BANCORP /IN/ | 35 | 35 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q4 2021 | 35 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q4 2021 | 35 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 35 | 35 | 0.13% | 0.31% | 0.47% | Q2 2013 | Q4 2021 | 35 |
Cetera Advisors LLC | 35 | 35 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 35 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 35 | 35 | 0.27% | 0.59% | 0.92% | Q2 2013 | Q4 2021 | 35 |
FIRST MANHATTAN CO. LLC. | 35 | 35 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 35 |
AMERIPRISE FINANCIAL INC | 35 | 35 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2021 | 35 |
Haverford Trust Co | 35 | 35 | 0.01% | 0.13% | 0.86% | Q2 2013 | Q4 2021 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q4 2021 | 35 |
Invesco Ltd. | 35 | 35 | 0.00% | 0.14% | 0.25% | Q2 2013 | Q4 2021 | 35 |
Aull & Monroe Investment Management Corp | 35 | 35 | 0.24% | 0.52% | 0.73% | Q2 2013 | Q4 2021 | 35 |
West Oak Capital, LLC | 35 | 35 | 0.12% | 0.62% | 0.97% | Q2 2013 | Q4 2021 | 35 |
RAYMOND JAMES TRUST N.A. | 35 | 35 | 0.01% | 0.14% | 0.32% | Q2 2013 | Q4 2021 | 35 |
Marble Harbor Investment Counsel, LLC | 35 | 35 | 0.08% | 0.53% | 1.28% | Q2 2013 | Q4 2021 | 35 |
SHELTON CAPITAL MANAGEMENT | 35 | 35 | 0.03% | 0.24% | 0.41% | Q2 2013 | Q4 2021 | 35 |
EARNEST PARTNERS LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
GRACE & WHITE INC /NY | 35 | 35 | 0.16% | 0.31% | 0.41% | Q2 2013 | Q4 2021 | 35 |
MOODY NATIONAL BANK TRUST DIVISION | 35 | 35 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 35 |
AMERICAN NATIONAL INSURANCE CO | 35 | 35 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q4 2021 | 35 |
Laird Norton Wetherby Wealth Management, LLC | 35 | 35 | 0.04% | 0.32% | 0.53% | Q2 2013 | Q4 2021 | 35 |
KLINGENSTEIN FIELDS & CO LP | 35 | 35 | 0.23% | 1.54% | 2.55% | Q2 2013 | Q4 2021 | 35 |
Neuberger Berman Group LLC | 35 | 35 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q4 2021 | 35 |
OPPENHEIMER & CO INC | 35 | 35 | 0.02% | 0.12% | 0.32% | Q2 2013 | Q4 2021 | 35 |
REGENTATLANTIC CAPITAL LLC | 35 | 35 | 0.00% | 0.25% | 0.75% | Q2 2013 | Q4 2021 | 35 |
GEODE CAPITAL MANAGEMENT, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
MOTCO | 35 | 35 | 0.00% | 0.09% | 0.40% | Q2 2013 | Q4 2021 | 35 |
SIGNATUREFD, LLC | 35 | 35 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q4 2021 | 35 |
LAZARD ASSET MANAGEMENT LLC | 35 | 35 | 0.00% | 0.16% | 0.32% | Q2 2013 | Q4 2021 | 35 |
Ancora Advisors LLC | 35 | 35 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q4 2021 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 35 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2021 | 35 |
LETKO, BROSSEAU & ASSOCIATES INC | 35 | 35 | 0.65% | 1.70% | 2.42% | Q2 2013 | Q4 2021 | 35 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 35 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2021 | 35 |
GRANDFIELD & DODD, LLC | 35 | 35 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q4 2021 | 35 |
TORONTO DOMINION BANK | 25 | 10 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2021 | 35 |
EVERETT HARRIS & CO /CA/ | 35 | 35 | 0.01% | 0.12% | 0.32% | Q2 2013 | Q4 2021 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2021 | 35 |
Advisors Asset Management, Inc. | 35 | 35 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q4 2021 | 35 |
DODGE & COX | 35 | 35 | 0.00% | 0.27% | 0.89% | Q2 2013 | Q4 2021 | 35 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 35 | 35 | 0.10% | 0.18% | 0.39% | Q2 2013 | Q4 2021 | 35 |
Willis Investment Counsel | 35 | 35 | 0.19% | 1.40% | 2.06% | Q2 2013 | Q4 2021 | 35 |
WHITTIER TRUST CO OF NEVADA INC | 35 | 35 | 0.02% | 0.18% | 0.46% | Q2 2013 | Q4 2021 | 35 |
PARK NATIONAL CORP /OH/ | 35 | 35 | 0.02% | 0.24% | 0.49% | Q2 2013 | Q4 2021 | 35 |
NATIXIS ADVISORS, L.P. | 35 | 35 | 0.02% | 0.19% | 0.40% | Q2 2013 | Q4 2021 | 35 |
TRUST CO OF TOLEDO NA /OH/ | 35 | 35 | 0.13% | 0.42% | 0.70% | Q2 2013 | Q4 2021 | 35 |
Smithfield Trust Co | 35 | 35 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2021 | 35 |
BECKER CAPITAL MANAGEMENT INC | 35 | 35 | 0.25% | 1.51% | 2.21% | Q2 2013 | Q4 2021 | 35 |
DUNCKER STREETT & CO INC | 35 | 35 | 0.03% | 0.17% | 0.35% | Q2 2013 | Q4 2021 | 35 |
LOWE BROCKENBROUGH & CO INC | 35 | 35 | 0.08% | 0.43% | 1.61% | Q2 2013 | Q4 2021 | 35 |
THOMPSON SIEGEL & WALMSLEY LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Johnson Financial Group, Inc. | 35 | 35 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q4 2021 | 35 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2021 | 35 |
BAHL & GAYNOR INC | 35 | 35 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q4 2021 | 35 |
TOMPKINS FINANCIAL CORP | 32 | 2 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2021 | 34 |
JONES FINANCIAL COMPANIES LLLP | 29 | 5 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2021 | 34 |
Oxbow Advisors, LLC | 29 | 5 | 0.03% | 0.52% | 2.94% | Q2 2013 | Q4 2021 | 34 |
Rehmann Capital Advisory Group | 21 | 6 | 0.03% | 0.15% | 0.33% | Q4 2008 | Q2 2019 | 34 |
UNITED FIRE GROUP INC | 18 | 16 | 0.58% | 1.02% | 1.42% | Q2 2013 | Q4 2021 | 34 |
Cardinal Capital Management | 26 | 8 | 0.17% | 0.54% | 0.73% | Q2 2013 | Q4 2021 | 34 |
PARSONS CAPITAL MANAGEMENT INC/RI | 27 | 7 | 0.03% | 0.19% | 0.37% | Q2 2013 | Q4 2021 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Wellington Shields Capital Management, LLC | 34 | 34 | 0.15% | 0.42% | 0.59% | Q2 2013 | Q3 2021 | 34 |
PRIO WEALTH LIMITED PARTNERSHIP | 29 | 5 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2021 | 34 |
QUEST INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.05% | 0.14% | 0.21% | Q2 2013 | Q3 2021 | 34 |
FAYEZ SAROFIM & CO | 33 | 1 | 0.07% | 0.47% | 1.35% | Q2 2013 | Q4 2021 | 34 |
Birch Hill Investment Advisors LLC | 29 | 5 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q4 2021 | 34 |
HM PAYSON & CO | 22 | 12 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q4 2021 | 34 |
M&T BANK CORP | 26 | 8 | 0.03% | 0.15% | 0.28% | Q2 2013 | Q4 2021 | 34 |
Chevy Chase Trust Holdings, LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q4 2021 | 34 |
GW HENSSLER & ASSOCIATES LTD | 27 | 7 | 0.30% | 1.03% | 2.35% | Q2 2013 | Q4 2021 | 34 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 32 | 2 | 0.00% | 0.12% | 0.25% | Q2 2013 | Q4 2021 | 34 |
Barrett Asset Management, LLC | 34 | 34 | 0.15% | 0.49% | 0.87% | Q2 2013 | Q3 2021 | 34 |
NEVILLE RODIE & SHAW INC | 28 | 6 | 0.03% | 0.10% | 0.15% | Q2 2013 | Q4 2021 | 34 |
BOURGEON CAPITAL MANAGEMENT LLC | 34 | 34 | 0.11% | 1.01% | 1.48% | Q2 2013 | Q3 2021 | 34 |
Tower Research Capital LLC (TRC) | 20 | 14 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2021 | 34 |
HEADINVEST, LLC | 29 | 5 | 0.04% | 0.17% | 0.42% | Q2 2013 | Q4 2021 | 34 |
CHATHAM CAPITAL GROUP, INC. | 29 | 5 | 0.04% | 0.14% | 0.32% | Q2 2013 | Q4 2021 | 34 |
JARISLOWSKY, FRASER Ltd | 22 | 12 | 0.02% | 0.28% | 0.49% | Q2 2013 | Q4 2021 | 34 |
FIRST TRUST ADVISORS LP | 30 | 4 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q4 2021 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 13 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2021 | 34 |
HOWE & RUSLING INC | 28 | 6 | 0.00% | 0.43% | 1.89% | Q2 2013 | Q4 2021 | 34 |
WESBANCO BANK INC | 30 | 4 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q4 2021 | 34 |
PRICE T ROWE ASSOCIATES INC /MD/ | 34 | 34 | 0.00% | 0.10% | 0.32% | Q2 2013 | Q3 2021 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.07% | 0.48% | 1.21% | Q2 2013 | Q3 2021 | 34 |
BOKF, NA | 32 | 2 | 0.02% | 0.14% | 0.36% | Q2 2013 | Q4 2021 | 34 |
WATERS PARKERSON & CO., LLC | 25 | 9 | 0.10% | 0.31% | 0.50% | Q2 2013 | Q4 2021 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2021 | 34 |
Bartlett & Co. LLC | 26 | 8 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 34 |
PEAPACK GLADSTONE FINANCIAL CORP | 29 | 4 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 33 |
DIVIDEND ASSETS CAPITAL, LLC | 28 | 5 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q4 2021 | 33 |
PEOPLES FINANCIAL SERVICES CORP. | 33 | 33 | 0.04% | 0.21% | 0.46% | Q4 2013 | Q4 2021 | 33 |
Private Advisor Group, LLC | 33 | 33 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2021 | 33 |
WEATHERLY ASSET MANAGEMENT L. P. | 33 | 33 | 0.16% | 0.39% | 0.81% | Q4 2013 | Q4 2021 | 33 |
WELCH & FORBES LLC | 29 | 4 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2021 | 33 |
HBK Sorce Advisory LLC | 29 | 4 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q3 2021 | 33 |
CASTLEARK MANAGEMENT LLC | 33 | 33 | 0.00% | 0.15% | 0.57% | Q2 2013 | Q2 2021 | 33 |
USCA RIA LLC | 33 | 33 | 0.12% | 0.32% | 0.54% | Q2 2013 | Q2 2021 | 33 |
Horan Capital Advisors, LLC. | 26 | 7 | 0.51% | 1.37% | 2.00% | Q2 2013 | Q4 2021 | 33 |
Oakworth Capital, Inc. | 33 | 33 | 0.01% | 0.09% | 0.22% | Q4 2013 | Q4 2021 | 33 |
MIDDLETON & CO INC/MA | 33 | 33 | 0.02% | 0.16% | 0.34% | Q2 2013 | Q2 2021 | 33 |
TWO SIGMA ADVISERS, LP | 29 | 4 | 0.00% | 0.14% | 0.80% | Q2 2013 | Q4 2021 | 33 |
Ledyard National Bank | 25 | 8 | 0.03% | 0.09% | 0.80% | Q2 2013 | Q4 2021 | 33 |
BRADLEY FOSTER & SARGENT INC/CT | 24 | 3 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q4 2021 | 33 |
Linscomb & Williams, Inc. | 27 | 6 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2021 | 33 |
SG Americas Securities, LLC | 17 | 16 | 0.00% | 0.05% | 0.33% | Q2 2013 | Q4 2021 | 33 |
Canal Insurance CO | 33 | 33 | 0.22% | 1.05% | 1.78% | Q2 2013 | Q2 2021 | 33 |
Allworth Financial LP | 30 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q4 2021 | 33 |
Hardman Johnston Global Advisors LLC | 28 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 33 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 33 | 33 | 0.08% | 0.78% | 1.58% | Q4 2013 | Q4 2021 | 33 |
AUXIER ASSET MANAGEMENT | 33 | 33 | 0.04% | 0.18% | 0.26% | Q4 2013 | Q4 2021 | 33 |
CI INVESTMENTS INC. | 33 | 33 | 0.01% | 0.22% | 0.59% | Q4 2013 | Q4 2021 | 33 |
EATON VANCE MANAGEMENT | 32 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2021 | 33 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 6 | 0.00% | 0.22% | 0.77% | Q2 2013 | Q4 2021 | 33 |
Compagnie Lombard Odier SCmA | 33 | 33 | 0.00% | 0.15% | 1.83% | Q4 2013 | Q4 2021 | 33 |
BEACH INVESTMENT COUNSEL INC/PA | 30 | 1 | 0.02% | 0.33% | 1.78% | Q1 2013 | Q4 2021 | 33 |
JENNISON ASSOCIATES LLC | 28 | 4 | 0.00% | 0.11% | 0.28% | Q2 2013 | Q4 2021 | 32 |
WealthTrust Axiom LLC | 29 | 3 | 0.07% | 0.20% | 0.32% | Q2 2013 | Q3 2021 | 32 |
FEDERATED HERMES, INC. | 27 | 1 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q4 2021 | 32 |
MEYER HANDELMAN CO | 31 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 32 |
Atlas Brown,Inc. | 25 | 1 | 0.06% | 0.18% | 0.37% | Q2 2013 | Q4 2021 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.01% | 0.12% | 0.23% | Q2 2013 | Q1 2021 | 32 |
LYNCH & ASSOCIATES/IN | 32 | 32 | 0.11% | 0.43% | 0.74% | Q2 2013 | Q1 2021 | 32 |
CIBC Private Wealth Group, LLC | 32 | 32 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2021 | 32 |
CAMBRIDGE TRUST CO | 28 | 4 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2021 | 32 |
CoreCommodity Management, LLC | 28 | 1 | 0.15% | 0.53% | 2.55% | Q3 2013 | Q4 2021 | 32 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.02% | 0.13% | 0.31% | Q1 2014 | Q4 2021 | 32 |
Columbia Asset Management | 32 | 32 | 0.12% | 0.63% | 0.97% | Q1 2014 | Q4 2021 | 32 |
Diversified Trust Co | 23 | 1 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q4 2021 | 32 |
BlackRock Inc. | 24 | 7 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q4 2021 | 32 |
D'Orazio & Associates, Inc. | 32 | 32 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2021 | 32 |
Cornerstone Investment Partners, LLC | 29 | 3 | 0.02% | 2.12% | 3.76% | Q2 2013 | Q2 2021 | 32 |
Checchi Capital Advisers, LLC | 32 | 32 | 0.02% | 0.15% | 0.45% | Q4 2013 | Q3 2021 | 32 |
Cannell & Co. | 32 | 32 | 0.05% | 0.49% | 2.09% | Q1 2014 | Q4 2021 | 32 |
GAMCO INVESTORS, INC. ET AL | 29 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 32 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 32 | 32 | 1.09% | 1.49% | 2.93% | Q1 2014 | Q4 2021 | 32 |
RMB Capital Management, LLC | 16 | 5 | 0.01% | 0.08% | 0.39% | Q2 2013 | Q4 2021 | 32 |
GREENLEAF TRUST | 22 | 10 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 32 |
NWAM LLC | 28 | 1 | 0.01% | 0.19% | 0.48% | Q2 2012 | Q3 2021 | 32 |
Avior Wealth Management, LLC | 27 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2021 | 31 |
Winch Advisory Services, LLC | 28 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 31 |
KCM INVESTMENT ADVISORS LLC | 29 | 2 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2021 | 31 |
ALLIANCEBERNSTEIN L.P. | 29 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2021 | 31 |
Aperio Group, LLC | 31 | 31 | 0.07% | 0.35% | 0.74% | Q2 2013 | Q4 2020 | 31 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 23 | 8 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q4 2021 | 31 |
AMERICAN CENTURY COMPANIES INC | 12 | 9 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2021 | 31 |
PUTNAM INVESTMENTS LLC | 30 | 1 | 0.00% | 0.27% | 0.73% | Q2 2013 | Q4 2021 | 31 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 24 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 31 |
Plancorp, LLC | 21 | 10 | 0.02% | 0.27% | 0.84% | Q4 2013 | Q4 2021 | 31 |
LORD, ABBETT & CO. LLC | 31 | 31 | 0.02% | 0.17% | 0.57% | Q2 2014 | Q4 2021 | 31 |
Gradient Investments LLC | 29 | 1 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q4 2021 | 31 |
Saturna Capital CORP | 15 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 31 |
LS Investment Advisors, LLC | 29 | 2 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q1 2021 | 31 |
Moors & Cabot, Inc. | 31 | 31 | 0.09% | 0.32% | 0.54% | Q1 2014 | Q3 2021 | 31 |
Gardner Russo & Gardner | 31 | 31 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2020 | 31 |
Capital International Investors | 31 | 31 | 0.00% | 0.12% | 0.67% | Q2 2013 | Q4 2020 | 31 |
CPWM, LLC | 20 | 3 | 0.03% | 0.13% | 0.29% | Q4 2011 | Q4 2021 | 31 |
JFS WEALTH ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 31 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 29 | 2 | 0.06% | 0.35% | 0.72% | Q2 2013 | Q1 2021 | 31 |
Mariner, LLC | 16 | 1 | 0.01% | 0.10% | 0.42% | Q2 2013 | Q4 2021 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2020 | 30 |
WEBSTER BANK, N. A. | 21 | 9 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 30 |
DEPRINCE RACE & ZOLLO INC | 25 | 5 | 0.36% | 0.45% | 0.57% | Q2 2013 | Q2 2021 | 30 |
PITCAIRN CO | 12 | 2 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q4 2021 | 30 |
First City Capital Management, Inc. | 30 | 30 | 0.09% | 0.33% | 0.43% | Q2 2013 | Q3 2020 | 30 |
Cubist Systematic Strategies, LLC | 19 | 11 | 0.01% | 0.06% | 0.15% | Q2 2014 | Q4 2021 | 30 |
Boston Trust Walden Corp | 29 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2020 | 30 |
ATWOOD & PALMER INC | 25 | 5 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2021 | 30 |
PALLADIUM PARTNERS LLC | 29 | 1 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2021 | 30 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 28 | 1 | 0.02% | 0.26% | 0.41% | Q2 2013 | Q4 2021 | 30 |
SeaBridge Investment Advisors LLC | 30 | 30 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2020 | 30 |
Tweedy, Browne Co LLC | 30 | 30 | 0.04% | 0.09% | 0.11% | Q2 2013 | Q3 2020 | 30 |
Tradewinds Capital Management, LLC | 29 | 1 | 0.00% | 0.05% | 0.17% | Q1 2014 | Q4 2021 | 30 |
MACKENZIE FINANCIAL CORP | 30 | 30 | 0.00% | 0.06% | 0.18% | Q3 2014 | Q4 2021 | 30 |
FAIRFIELD, BUSH & CO. | 19 | 11 | 0.08% | 0.19% | 0.38% | Q2 2013 | Q4 2020 | 30 |
GREATMARK INVESTMENT PARTNERS, INC. | 23 | 23 | 0.02% | 0.45% | 1.11% | Q1 2016 | Q3 2021 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.02% | 0.06% | 0.10% | Q3 2013 | Q4 2020 | 30 |
Avidian Wealth Solutions, LLC | 14 | 1 | 0.04% | 0.17% | 0.32% | Q4 2013 | Q4 2021 | 30 |
GAMBLE JONES INVESTMENT COUNSEL | 30 | 30 | 0.03% | 0.25% | 0.52% | Q2 2013 | Q3 2020 | 30 |
Kovack Advisors, Inc. | 8 | 2 | 0.05% | 0.36% | 1.42% | Q2 2013 | Q4 2021 | 30 |
People's United Financial, Inc. | 28 | 2 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2021 | 30 |
FIRST FINANCIAL CORP /IN/ | 16 | 14 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q4 2021 | 30 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.12% | 0.18% | Q2 2013 | Q3 2019 | 30 |
GRIFFIN ASSET MANAGEMENT, INC. | 19 | 11 | 0.04% | 0.38% | 0.96% | Q2 2013 | Q4 2021 | 30 |
Stratos Wealth Partners, LTD. | 22 | 8 | 0.01% | 0.23% | 0.87% | Q2 2014 | Q4 2021 | 30 |
Mirae Asset Global Investments Co., Ltd. | 18 | 4 | 0.01% | 0.07% | 0.18% | Q3 2011 | Q4 2019 | 30 |
Advisory Services Network, LLC | 20 | 1 | 0.02% | 0.06% | 0.18% | Q4 2013 | Q4 2021 | 29 |
AMARILLO NATIONAL BANK | 29 | 29 | 0.10% | 0.27% | 0.58% | Q2 2013 | Q2 2020 | 29 |
SEI INVESTMENTS CO | 29 | 29 | 0.00% | 0.05% | 0.15% | Q4 2014 | Q4 2021 | 29 |
Community Bank of Raymore | 29 | 29 | 0.29% | 0.68% | 1.34% | Q4 2014 | Q4 2021 | 29 |
MERITAGE PORTFOLIO MANAGEMENT | 29 | 29 | 0.25% | 0.56% | 0.82% | Q2 2013 | Q2 2020 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.14% | 0.26% | 0.51% | Q4 2013 | Q4 2020 | 29 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 29 | 29 | 0.11% | 0.31% | 0.54% | Q2 2013 | Q2 2020 | 29 |
VALLEY NATIONAL ADVISERS INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 29 |
Glenview Trust Co | 21 | 1 | 0.03% | 0.17% | 0.49% | Q4 2008 | Q4 2021 | 29 |
FINANCIAL COUNSELORS INC | 18 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 29 |
WEDGEWOOD INVESTORS INC /PA/ | 28 | 1 | 0.28% | 0.44% | 0.74% | Q3 2013 | Q4 2020 | 29 |
Barry Investment Advisors, LLC | 29 | 29 | 0.00% | 1.11% | 2.77% | Q4 2014 | Q4 2021 | 29 |
FLIPPIN BRUCE & PORTER INC | 29 | 29 | 0.14% | 1.25% | 3.36% | Q2 2013 | Q2 2020 | 29 |
EADS & HEALD WEALTH MANAGEMENT | 29 | 29 | 0.26% | 0.61% | 0.84% | Q2 2013 | Q2 2020 | 29 |
Point72 Asset Management, L.P. | 11 | 6 | 0.01% | 0.24% | 0.72% | Q2 2014 | Q4 2021 | 29 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 29 |
NEXT Financial Group, Inc | 23 | 6 | 0.01% | 0.06% | 0.27% | Q3 2014 | Q4 2021 | 29 |
SECURITY ASSET MANAGEMENT | 29 | 29 | 0.44% | 1.17% | 2.04% | Q4 2014 | Q4 2021 | 29 |
Murphy Pohlad Asset Management LLC | 29 | 29 | 0.11% | 0.83% | 2.23% | Q2 2013 | Q2 2020 | 29 |
HOWARD CAPITAL MANAGEMENT | 29 | 29 | 0.06% | 0.11% | 0.16% | Q1 2013 | Q1 2020 | 29 |
Semper Augustus Investments Group | 27 | 2 | 0.07% | 0.22% | 0.52% | Q2 2013 | Q4 2021 | 29 |
Penobscot Investment Management Company, Inc. | 29 | 29 | 0.05% | 0.29% | 0.71% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.13% | 0.32% | Q4 2013 | Q4 2020 | 29 |
Community Bank, N.A. | 29 | 29 | 0.00% | 0.07% | 0.12% | Q4 2014 | Q4 2021 | 29 |
First Personal Financial Services | 29 | 29 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q4 2021 | 29 |
JOHNSON INVESTMENT COUNSEL INC | 29 | 29 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q2 2020 | 29 |
Sigma Planning Corp | 29 | 29 | 0.01% | 0.06% | 0.09% | Q4 2014 | Q4 2021 | 29 |
NORTHEAST INVESTMENT MANAGEMENT | 29 | 29 | 0.02% | 0.16% | 0.31% | Q2 2013 | Q2 2020 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 19 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 29 |
Freestone Capital Holdings, LLC | 20 | 2 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2021 | 29 |
Coho Partners, Ltd. | 29 | 29 | 0.01% | 2.87% | 4.74% | Q2 2013 | Q2 2020 | 29 |
MURPHY CAPITAL MANAGEMENT INC | 29 | 29 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q2 2020 | 29 |
Community Financial Services Group, LLC | 29 | 29 | 0.88% | 2.23% | 2.97% | Q2 2013 | Q2 2020 | 29 |
DIMENSIONAL FUND ADVISORS LP | 29 | 29 | 0.10% | 0.20% | 0.29% | Q2 2013 | Q2 2020 | 29 |
CHICAGO TRUST Co NA | 28 | 28 | 0.43% | 0.99% | 1.55% | Q1 2015 | Q4 2021 | 28 |
FineMark National Bank & Trust | 14 | 3 | 0.01% | 0.31% | 0.88% | Q2 2013 | Q4 2021 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 28 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q1 2022 | 28 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 19 | 9 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2021 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.05% | 0.15% | 0.26% | Q2 2013 | Q1 2020 | 28 |
NICHOLS & PRATT ADVISERS LLP /MA | 28 | 28 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q1 2020 | 28 |
SVB WEALTH LLC | 23 | 5 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q4 2021 | 28 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 28 | 0.06% | 0.12% | 0.19% | Q2 2013 | Q1 2020 | 28 |
FDx Advisors, Inc. | 17 | 2 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2021 | 28 |
ROPES WEALTH ADVISORS LLC | 28 | 28 | 0.03% | 0.17% | 0.38% | Q1 2015 | Q4 2021 | 28 |
DAVIS R M INC | 28 | 28 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2020 | 28 |
ETRADE Capital Management LLC | 27 | 1 | 0.00% | 0.17% | 0.29% | Q2 2013 | Q2 2020 | 28 |
World Asset Management Inc | 28 | 28 | 0.05% | 0.21% | 0.30% | Q2 2013 | Q1 2020 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2020 | 28 |
Pekin Hardy Strauss, Inc. | 28 | 28 | 0.04% | 0.13% | 0.22% | Q1 2013 | Q4 2019 | 28 |
Ashfield Capital Partners, LLC | 28 | 28 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2020 | 28 |
CNA FINANCIAL CORP | 28 | 28 | 0.22% | 0.60% | 0.96% | Q2 2013 | Q1 2020 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
STRATEGY ASSET MANAGERS LLC | 28 | 28 | 1.48% | 2.09% | 2.93% | Q2 2013 | Q1 2020 | 28 |
ROTHSCHILD INVESTMENT LLC /IL | 27 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 28 |
Moreno Evelyn V | 28 | 28 | 0.14% | 1.27% | 1.63% | Q4 2013 | Q3 2020 | 28 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 14 | 1 | 0.01% | 0.29% | 1.12% | Q2 2013 | Q4 2021 | 28 |
Argent Trust Co | 18 | 10 | 0.02% | 0.13% | 0.28% | Q4 2014 | Q4 2021 | 28 |
Penbrook Management LLC | 17 | 5 | 0.32% | 0.83% | 1.33% | Q4 2013 | Q4 2021 | 28 |
Smith, Salley & Associates | 27 | 1 | 0.02% | 0.36% | 0.71% | Q4 2013 | Q4 2021 | 28 |
AR ASSET MANAGEMENT INC | 28 | 28 | 1.95% | 2.64% | 3.22% | Q2 2013 | Q1 2020 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.04% | 0.19% | 0.44% | Q2 2013 | Q1 2020 | 28 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 23 | 2 | 0.01% | 0.43% | 2.99% | Q2 2013 | Q3 2021 | 28 |
Welch Group, LLC | 28 | 28 | 0.52% | 1.29% | 2.74% | Q2 2013 | Q1 2020 | 28 |
PATTEN & PATTEN INC/TN | 27 | 27 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q4 2019 | 27 |
ADVISOR PARTNERS LLC | 19 | 3 | 0.03% | 0.12% | 0.30% | Q2 2013 | Q4 2021 | 27 |
Baird Financial Group, Inc. | 27 | 27 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q4 2021 | 27 |
Archford Capital Strategies, LLC | 14 | 13 | 0.00% | 0.11% | 0.33% | Q1 2014 | Q2 2021 | 27 |
QUADRANT CAPITAL GROUP LLC | 27 | 27 | 0.04% | 0.20% | 0.46% | Q2 2015 | Q4 2021 | 27 |
D L CARLSON INVESTMENT GROUP INC | 27 | 27 | 0.07% | 0.19% | 0.81% | Q2 2013 | Q4 2019 | 27 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 27 | 27 | 0.04% | 0.24% | 0.38% | Q2 2013 | Q4 2019 | 27 |
WHEATLAND ADVISORS INC | 27 | 27 | 0.49% | 2.63% | 3.52% | Q4 2013 | Q2 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q4 2019 | 27 |
PARADIGM ASSET MANAGEMENT CO LLC | 27 | 27 | 0.01% | 0.23% | 0.60% | Q2 2013 | Q4 2019 | 27 |
BOSTON FINANCIAL MANGEMENT LLC | 27 | 27 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q4 2019 | 27 |
JACOBS & CO/CA | 21 | 6 | 0.06% | 0.59% | 1.09% | Q2 2013 | Q1 2020 | 27 |
Ameritas Investment Partners, Inc. | 21 | 1 | 0.00% | 0.13% | 0.58% | Q2 2013 | Q4 2021 | 27 |
Traynor Capital Management, Inc. | 27 | 27 | 0.06% | 0.37% | 2.24% | Q2 2015 | Q4 2021 | 27 |
AVITY INVESTMENT MANAGEMENT INC. | 16 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 27 |
MAIRS & POWER INC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
HOWLAND CAPITAL MANAGEMENT LLC | 27 | 27 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 27 |
CHESAPEAKE ASSET MANAGEMENT LLC | 27 | 27 | 1.33% | 1.85% | 2.66% | Q2 2013 | Q4 2019 | 27 |
NBT BANK N A /NY | 27 | 27 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q4 2019 | 27 |
LAU ASSOCIATES LLC | 27 | 27 | 0.16% | 0.33% | 0.55% | Q2 2013 | Q4 2019 | 27 |
Whitnell & Co. | 27 | 27 | 0.05% | 0.21% | 0.61% | Q2 2013 | Q4 2019 | 27 |
Jolley Asset Management, LLC | 27 | 27 | 0.25% | 0.32% | 0.40% | Q2 2013 | Q4 2019 | 27 |
A. D. Beadell Investment Counsel, Inc. | 27 | 27 | 0.28% | 0.45% | 0.67% | Q2 2013 | Q4 2019 | 27 |
STEWART & PATTEN CO LLC | 27 | 27 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q4 2019 | 27 |
ROCKLAND TRUST CO | 27 | 27 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2019 | 27 |
WBH ADVISORY INC | 27 | 27 | 0.06% | 0.15% | 0.29% | Q2 2013 | Q4 2019 | 27 |
CRAWFORD INVESTMENT COUNSEL INC | 20 | 7 | 0.01% | 0.99% | 2.33% | Q2 2013 | Q3 2021 | 27 |
WILKINS INVESTMENT COUNSEL INC | 27 | 27 | 0.07% | 0.13% | 0.25% | Q2 2013 | Q4 2019 | 27 |
TOWER BRIDGE ADVISORS | 27 | 27 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q4 2019 | 27 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 27 | 27 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q4 2019 | 27 |
Epoch Investment Partners, Inc. | 27 | 27 | 0.80% | 0.99% | 1.32% | Q2 2013 | Q4 2019 | 27 |
Douglass Winthrop Advisors, LLC | 27 | 27 | 0.01% | 0.12% | 0.22% | Q2 2013 | Q4 2019 | 27 |
Essex Financial Services, Inc. | 27 | 27 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q4 2019 | 27 |
TAURUS ASSET MANAGEMENT, LLC | 27 | 27 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q4 2019 | 27 |
Granite Investment Partners, LLC | 27 | 27 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 27 |
ANDERSON HOAGLAND & CO | 27 | 27 | 0.32% | 1.41% | 2.89% | Q4 2013 | Q2 2020 | 27 |
GRIMES & COMPANY, INC. | 12 | 1 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q4 2021 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.00% | 0.03% | 0.15% | Q1 2013 | Q3 2019 | 27 |
SIT INVESTMENT ASSOCIATES INC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2020 | 27 |
Cypress Capital Group | 27 | 27 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Parsec Financial Management, Inc. | 27 | 27 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 27 |
CWM, LLC | 24 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 27 |
PIONEER TRUST BANK N A/OR | 27 | 27 | 0.13% | 0.18% | 0.23% | Q2 2013 | Q4 2019 | 27 |
Boston Partners | 10 | 3 | 0.00% | 0.34% | 0.91% | Q2 2013 | Q4 2021 | 27 |
RNC CAPITAL MANAGEMENT LLC | 27 | 27 | 0.06% | 2.12% | 3.55% | Q3 2013 | Q1 2020 | 27 |
Choate Investment Advisors | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Cutter & CO Brokerage, Inc. | 27 | 27 | 0.14% | 0.38% | 0.67% | Q2 2015 | Q4 2021 | 27 |
Capital World Investors | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Crestwood Advisors Group, LLC | 27 | 27 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Fiera Capital Corp | 27 | 27 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2020 | 27 |
Mechanics Bank Trust Department | 27 | 27 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q4 2019 | 27 |
BOSTON ADVISORS LLC | 26 | 26 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2019 | 26 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 26 | 26 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2019 | 26 |
Sky Investment Group LLC | 26 | 26 | 0.08% | 0.41% | 0.76% | Q3 2013 | Q4 2019 | 26 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 26 |
First Financial Bank - Trust Division | 15 | 11 | 0.04% | 0.21% | 0.54% | Q1 2013 | Q4 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2019 | 26 |
PITTENGER & ANDERSON INC | 21 | 5 | 0.03% | 0.14% | 0.24% | Q2 2013 | Q4 2019 | 26 |
TIEMANN INVESTMENT ADVISORS, LLC | 26 | 26 | 0.18% | 0.38% | 0.48% | Q4 2013 | Q1 2020 | 26 |
Parkside Financial Bank & Trust | 26 | 26 | 0.06% | 0.15% | 0.22% | Q3 2015 | Q4 2021 | 26 |
MONETA GROUP INVESTMENT ADVISORS LLC | 26 | 26 | 0.02% | 0.08% | 0.19% | Q3 2015 | Q4 2021 | 26 |
OppenheimerFunds, Inc. | 25 | 25 | 0.06% | 0.09% | 0.13% | Q1 2013 | Q1 2019 | 25 |
GUARDIAN CAPITAL LP | 17 | 2 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q4 2019 | 25 |
REAVES W H & CO INC | 25 | 25 | 0.51% | 2.87% | 4.14% | Q2 2014 | Q2 2020 | 25 |
NEW ENGLAND ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q4 2021 | 25 |
Avalon Investment & Advisory | 25 | 25 | 0.03% | 0.13% | 0.38% | Q4 2015 | Q4 2021 | 25 |
Lourd Capital, LLC | 25 | 25 | 0.04% | 0.08% | 0.30% | Q2 2013 | Q2 2019 | 25 |
1832 Asset Management L.P. | 10 | 5 | 0.00% | 0.01% | 0.11% | Q1 2014 | Q4 2021 | 25 |
Salient Capital Advisors, LLC | 17 | 1 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q4 2020 | 25 |
First PREMIER Bank | 25 | 25 | 0.02% | 0.09% | 0.16% | Q4 2015 | Q4 2021 | 25 |
MITCHELL GROUP INC | 25 | 25 | 3.55% | 4.47% | 7.65% | Q1 2013 | Q1 2019 | 25 |
AMERICAN FINANCIAL GROUP INC | 20 | 5 | 0.02% | 0.05% | 0.45% | Q3 2015 | Q4 2021 | 25 |
IFP Advisors, Inc | 14 | 11 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q1 2022 | 25 |
Dynamic Advisor Solutions LLC | 14 | 1 | 0.02% | 0.48% | 1.58% | Q4 2013 | Q3 2021 | 25 |
Citizens Business Bank | 25 | 25 | 0.07% | 0.16% | 0.99% | Q4 2012 | Q4 2018 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 25 |
R.H. Dinel Investment Counsel, Inc. | 13 | 12 | 0.27% | 0.61% | 1.18% | Q4 2013 | Q4 2021 | 25 |
Kimelman & Baird, LLC | 9 | 1 | 0.27% | 1.49% | 2.84% | Q2 2013 | Q2 2021 | 25 |
FORBES J M & CO LLP | 25 | 25 | 0.07% | 0.10% | 0.14% | Q4 2013 | Q4 2019 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 0.10% | 0.20% | 0.29% | Q2 2013 | Q2 2019 | 25 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 25 | 25 | 0.56% | 0.93% | 1.36% | Q2 2013 | Q2 2019 | 25 |
BOWEN HANES & CO INC | 13 | 12 | 0.01% | 0.08% | 0.43% | Q2 2013 | Q4 2019 | 25 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 15 | 10 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q4 2019 | 25 |
CADINHA & CO LLC | 23 | 2 | 0.07% | 0.27% | 3.92% | Q2 2013 | Q4 2021 | 25 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 25 | 25 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q2 2019 | 25 |
COURIER CAPITAL LLC | 16 | 9 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q1 2020 | 25 |
Greylin Investment Management, Inc | 20 | 5 | 0.05% | 0.42% | 0.72% | Q1 2014 | Q2 2020 | 25 |
Bridge Creek Capital Management LLC | 25 | 25 | 0.13% | 0.57% | 1.13% | Q4 2015 | Q4 2021 | 25 |
AIMZ Investment Advisors, LLC | 21 | 4 | 0.08% | 0.32% | 0.52% | Q4 2014 | Q4 2021 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2019 | 25 |
CHEMICAL BANK | 25 | 25 | 0.19% | 0.35% | 0.56% | Q2 2013 | Q2 2019 | 25 |
TCW GROUP INC | 23 | 2 | 0.00% | 0.09% | 0.24% | Q3 2014 | Q4 2021 | 25 |
Stevens First Principles Investment Advisors | 25 | 25 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q2 2019 | 25 |
MCKINLEY CAPITAL MANAGEMENT LLC | 21 | 4 | 0.01% | 0.07% | 0.15% | Q2 2014 | Q4 2021 | 25 |
CSS LLC/IL | 24 | 1 | 0.02% | 0.05% | 0.25% | Q4 2013 | Q4 2021 | 25 |
RPg Family Wealth Advisory, LLC | 21 | 3 | 0.04% | 0.87% | 4.28% | Q4 2015 | Q4 2021 | 24 |
GUYASUTA INVESTMENT ADVISORS INC | 24 | 24 | 0.07% | 0.16% | 0.23% | Q3 2014 | Q2 2020 | 24 |
STONE RUN CAPITAL, LLC | 24 | 24 | 0.10% | 0.30% | 0.66% | Q1 2014 | Q4 2019 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.03% | 0.06% | 0.17% | Q2 2013 | Q1 2019 | 24 |
Private Ocean, LLC | 20 | 1 | 0.00% | 0.05% | 0.08% | Q4 2013 | Q4 2021 | 24 |
ARROW FINANCIAL CORP | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 24 |
OPTIMUM INVESTMENT ADVISORS | 17 | 7 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q1 2022 | 24 |
Southeast Asset Advisors Inc. | 15 | 9 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q4 2019 | 24 |
JNBA Financial Advisors | 13 | 11 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q4 2021 | 24 |
Voya Financial Advisors, Inc. | 22 | 2 | 0.01% | 0.06% | 0.09% | Q1 2015 | Q1 2021 | 24 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 15 | 9 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2019 | 24 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 24 | 24 | 0.44% | 0.68% | 1.07% | Q2 2013 | Q1 2019 | 24 |
Fiduciary Trust Co International of Pennsylvania | 17 | 2 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q1 2020 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.02% | 0.08% | 0.12% | Q1 2016 | Q4 2021 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
ROBERTS GLORE & CO INC /IL/ | 15 | 9 | 0.15% | 0.18% | 0.24% | Q2 2013 | Q3 2019 | 24 |
FIDUCIARY TRUST CO | 24 | 24 | 0.05% | 0.20% | 0.34% | Q1 2016 | Q4 2021 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.24% | 0.32% | 0.43% | Q2 2013 | Q1 2019 | 24 |
B. Riley Wealth Advisors, Inc. | 22 | 1 | 0.00% | 0.06% | 0.16% | Q2 2014 | Q4 2021 | 24 |
OLD SECOND NATIONAL BANK OF AURORA | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2020 | 24 |
DORCHESTER WEALTH MANAGEMENT Co | 19 | 5 | 0.08% | 0.22% | 0.32% | Q2 2015 | Q4 2021 | 24 |
Sheaff Brock Investment Advisors, LLC | 22 | 2 | 0.01% | 0.07% | 0.11% | Q4 2015 | Q4 2021 | 24 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 24 | 24 | 0.09% | 0.35% | 0.80% | Q1 2014 | Q4 2019 | 24 |
Well Done, LLC | 19 | 5 | 0.05% | 0.12% | 0.18% | Q4 2015 | Q4 2021 | 24 |
Van Cleef Asset Management,Inc | 15 | 9 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q4 2019 | 24 |
Simmons Bank | 24 | 24 | 0.06% | 0.14% | 0.23% | Q1 2016 | Q4 2021 | 24 |
Norman Fields, Gottscho Capital Management, LLC | 14 | 10 | 0.10% | 0.16% | 0.28% | Q1 2013 | Q4 2019 | 24 |
RATIONAL ADVISORS LLC | 13 | 2 | 0.03% | 0.30% | 0.61% | Q4 2009 | Q3 2019 | 24 |
MOGY JOEL R INVESTMENT COUNSEL INC | 24 | 24 | 0.03% | 0.18% | 0.43% | Q2 2013 | Q1 2019 | 24 |
WEALTHSOURCE PARTNERS, LLC | 24 | 24 | 0.03% | 0.09% | 0.19% | Q1 2016 | Q4 2021 | 24 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 9 | 0.07% | 0.24% | 1.60% | Q2 2013 | Q4 2019 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.14% | 0.24% | 0.34% | Q2 2013 | Q1 2019 | 24 |
ASSETMARK, INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2021 | 24 |
M&R CAPITAL MANAGEMENT INC | 23 | 23 | 0.01% | 0.20% | 0.36% | Q2 2016 | Q4 2021 | 23 |
WESTWOOD HOLDINGS GROUP INC | 18 | 5 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2021 | 23 |
Steinberg Global Asset Management | 12 | 11 | 0.03% | 0.45% | 1.18% | Q2 2013 | Q1 2019 | 23 |
Prospera Financial Services Inc | 11 | 1 | 0.02% | 0.07% | 0.29% | Q3 2013 | Q4 2021 | 23 |
BANK OF HAWAII | 20 | 3 | 0.02% | 0.07% | 0.11% | Q3 2015 | Q3 2021 | 23 |
ZACKS INVESTMENT MANAGEMENT | 14 | 9 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2019 | 23 |
HALSEY ASSOCIATES INC/CT | 14 | 9 | 0.04% | 0.07% | 0.19% | Q2 2013 | Q3 2019 | 23 |
INTRUST BANK NA | 17 | 6 | 0.08% | 0.41% | 0.58% | Q2 2013 | Q4 2019 | 23 |
Capital Investment Advisors, LLC | 22 | 1 | 0.01% | 0.05% | 0.15% | Q1 2014 | Q4 2021 | 23 |
Cribstone Capital Management, LLC | 23 | 23 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2021 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Cetera Investment Advisers | 18 | 5 | 0.02% | 0.08% | 0.17% | Q4 2015 | Q4 2021 | 23 |
Quantbot Technologies LP | 9 | 2 | 0.03% | 0.28% | 0.72% | Q2 2013 | Q4 2021 | 23 |
LOEWS CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2018 | 23 |
Burt Wealth Advisors | 23 | 23 | 0.03% | 0.09% | 0.14% | Q4 2014 | Q2 2020 | 23 |
CHARTWELL INVESTMENT PARTNERS, LLC | 23 | 23 | 0.08% | 0.13% | 0.20% | Q2 2014 | Q4 2019 | 23 |
NISA INVESTMENT ADVISORS, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 23 |
RAND WEALTH, LLC | 22 | 22 | 0.12% | 0.19% | 0.37% | Q2 2013 | Q3 2018 | 22 |
Glassman Wealth Services | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 22 |
Baystate Wealth Management LLC | 21 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 22 |
Yorktown Management & Research Co Inc | 13 | 9 | 0.13% | 0.95% | 2.46% | Q2 2013 | Q1 2020 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.30% | 0.41% | 0.56% | Q2 2013 | Q3 2018 | 22 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 22 | 22 | 0.00% | 0.42% | 0.57% | Q1 2015 | Q2 2020 | 22 |
TWO SIGMA SECURITIES, LLC | 4 | 2 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2021 | 22 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2018 | 22 |
CenterStar Asset Management, LLC | 8 | 2 | 0.00% | 0.10% | 0.67% | Q4 2017 | Q4 2021 | 22 |
Texas Yale Capital Corp. | 22 | 22 | 0.04% | 0.06% | 0.08% | Q3 2014 | Q4 2019 | 22 |
PRENTISS SMITH & CO INC | 22 | 22 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2018 | 22 |
GOODWIN DANIEL L | 22 | 22 | 0.62% | 1.29% | 1.73% | Q2 2016 | Q3 2021 | 22 |
Cascade Investment Advisors, Inc. | 21 | 1 | 0.06% | 0.11% | 0.16% | Q2 2016 | Q4 2021 | 22 |
ALTA CAPITAL MANAGEMENT LLC/ | 22 | 22 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2018 | 22 |
Dorsey & Whitney Trust CO LLC | 17 | 5 | 0.04% | 0.11% | 0.20% | Q2 2016 | Q4 2021 | 22 |
Nicholas Hoffman & Company, LLC. | 17 | 5 | 0.01% | 0.21% | 0.48% | Q2 2016 | Q4 2021 | 22 |
SevenBridge Financial Group, LLC | 17 | 5 | 0.05% | 0.46% | 0.82% | Q2 2016 | Q4 2021 | 22 |
Loudon Investment Management, LLC | 21 | 1 | 0.18% | 0.40% | 0.71% | Q4 2013 | Q2 2019 | 22 |
American National Registered Investment Advisor, Inc. | 22 | 22 | 0.11% | 0.23% | 0.35% | Q2 2013 | Q3 2018 | 22 |
BANK OF THE WEST | 11 | 2 | 0.04% | 0.06% | 0.15% | Q2 2013 | Q2 2020 | 22 |
Financial Architects, Inc | 12 | 1 | 0.04% | 0.10% | 0.26% | Q3 2014 | Q2 2020 | 22 |
Mengis Capital Management, Inc. | 22 | 22 | 0.07% | 0.41% | 1.03% | Q4 2014 | Q1 2020 | 22 |
Roundview Capital LLC | 17 | 5 | 0.04% | 0.38% | 0.61% | Q2 2016 | Q4 2021 | 22 |
Bellecapital International Ltd. | 22 | 22 | 0.10% | 0.28% | 0.51% | Q3 2016 | Q4 2021 | 22 |
INGALLS & SNYDER LLC | 17 | 5 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q4 2021 | 22 |
MAI Capital Management | 17 | 1 | 0.01% | 0.27% | 1.39% | Q2 2013 | Q4 2021 | 22 |
IMA Wealth, Inc. | 13 | 9 | 0.00% | 0.50% | 1.31% | Q2 2013 | Q2 2020 | 22 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2019 | 22 |
Turim 21 Investimentos Ltda. | 14 | 8 | 0.01% | 0.01% | 0.06% | Q3 2017 | Q1 2023 | 22 |
LOOMIS SAYLES & CO L P | 22 | 22 | 0.01% | 0.38% | 0.91% | Q2 2013 | Q3 2018 | 22 |
FORTE CAPITAL LLC /ADV | 22 | 22 | 0.13% | 0.21% | 0.36% | Q3 2014 | Q4 2019 | 22 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 9 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 22 |
Sippican Capital Advisors | 22 | 22 | 0.32% | 0.64% | 1.25% | Q3 2014 | Q4 2019 | 22 |
TCTC Holdings, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.10% | 0.23% | 0.58% | Q2 2013 | Q2 2018 | 21 |
TODD ASSET MANAGEMENT LLC | 17 | 4 | 0.01% | 1.22% | 2.29% | Q2 2013 | Q4 2021 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.31% | 0.47% | 0.83% | Q2 2013 | Q2 2018 | 21 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 21 | 21 | 0.62% | 1.06% | 1.37% | Q4 2016 | Q4 2021 | 21 |
INTEGRAL DERIVATIVES, LLC | 8 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q4 2017 | 21 |
Russell Investments Group, Ltd. | 21 | 21 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q4 2021 | 21 |
MACQUARIE GROUP LTD | 21 | 21 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q2 2018 | 21 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 16 | 1 | 0.01% | 0.08% | 0.25% | Q1 2013 | Q4 2021 | 21 |
NORGES BANK | 10 | 2 | 0.00% | 0.01% | 0.01% | Q2 2012 | Q4 2021 | 21 |
PREMIER ASSET MANAGEMENT LLC | 16 | 5 | 0.08% | 0.14% | 0.21% | Q3 2013 | Q4 2019 | 21 |
Round Table Services, LLC | 21 | 21 | 0.08% | 0.26% | 0.45% | Q4 2016 | Q4 2021 | 21 |
First Command Financial Services, Inc. | 21 | 21 | 0.00% | 0.19% | 0.45% | Q4 2016 | Q4 2021 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q4 2021 | 21 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 19 | 1 | 0.01% | 0.18% | 0.29% | Q2 2013 | Q4 2021 | 21 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q3 2021 | 21 |
Partnervest Advisory Services LLC | 12 | 9 | 0.06% | 0.19% | 0.28% | Q2 2013 | Q4 2018 | 21 |
First Command Bank | 21 | 21 | 0.00% | 0.23% | 0.45% | Q4 2016 | Q4 2021 | 21 |
SALEM INVESTMENT COUNSELORS INC | 12 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2021 | 21 |
Clearstead Advisors, LLC | 21 | 21 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q4 2021 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.01% | 0.05% | 0.17% | Q4 2016 | Q4 2021 | 21 |
Farmers & Merchants Trust Co of Chambersburg PA | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2021 | 21 |
Baldwin Investment Management, LLC | 21 | 21 | 0.03% | 0.15% | 0.28% | Q4 2016 | Q4 2021 | 21 |
Palisade Asset Management, LLC | 17 | 4 | 0.03% | 0.83% | 1.45% | Q2 2016 | Q3 2021 | 21 |
Steward Partners Investment Advisory, LLC | 21 | 21 | 0.02% | 0.12% | 0.29% | Q4 2016 | Q4 2021 | 21 |
Frontier Wealth Management LLC | 20 | 1 | 0.03% | 0.06% | 0.16% | Q4 2014 | Q1 2020 | 21 |
Sterling Investment Advisors, Ltd. | 21 | 21 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 21 |
L. Roy Papp & Associates, LLP | 21 | 21 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q4 2019 | 21 |
Lee Financial Co | 21 | 21 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 21 |
Regent Investment Management LLC | 11 | 2 | 0.07% | 0.17% | 0.26% | Q2 2013 | Q2 2019 | 21 |
HOLDERNESS INVESTMENTS CO | 21 | 21 | 0.14% | 0.27% | 0.49% | Q4 2014 | Q4 2019 | 21 |
Carnegie Capital Asset Management, LLC | 16 | 5 | 0.03% | 0.07% | 0.14% | Q3 2014 | Q4 2019 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q2 2018 | 21 |
MYCIO WEALTH PARTNERS, LLC | 20 | 1 | 0.00% | 0.08% | 0.11% | Q4 2013 | Q4 2019 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q1 2019 | 21 |
Simplicity Solutions, LLC | 17 | 1 | 0.01% | 0.07% | 0.23% | Q2 2015 | Q4 2020 | 20 |
SECURITY NATIONAL TRUST CO | 17 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.03% | 0.07% | 0.12% | Q4 2013 | Q3 2018 | 20 |
ADELL HARRIMAN & CARPENTER INC | 7 | 2 | 0.02% | 0.09% | 0.22% | Q2 2014 | Q4 2021 | 20 |
FIRST FOUNDATION ADVISORS | 11 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2019 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
HighPoint Advisor Group LLC | 19 | 1 | 0.06% | 0.12% | 0.40% | Q1 2016 | Q3 2021 | 20 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.00% | 0.05% | 0.84% | Q2 2013 | Q1 2019 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2018 | 20 |
Fruth Investment Management | 11 | 9 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q4 2019 | 20 |
NORTH STAR ASSET MANAGEMENT INC | 15 | 5 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2018 | 20 |
Grassi Investment Management | 20 | 20 | 0.90% | 1.20% | 1.47% | Q3 2014 | Q2 2019 | 20 |
Bruderman Asset Management, LLC | 20 | 20 | 0.40% | 0.59% | 0.79% | Q1 2015 | Q4 2019 | 20 |
Hartford Financial Management Inc. | 15 | 1 | 0.00% | 0.10% | 0.34% | Q1 2014 | Q4 2021 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.26% | 1.76% | Q4 2014 | Q3 2019 | 20 |
Cable Hill Partners, LLC | 11 | 1 | 0.00% | 0.06% | 0.14% | Q4 2014 | Q4 2021 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 0.25% | 0.73% | 1.53% | Q2 2013 | Q3 2018 | 20 |
PORTLAND INVESTMENT COUNSEL INC. | 10 | 2 | 0.16% | 0.57% | 1.31% | Q2 2013 | Q3 2019 | 20 |
VNBTrust, National Association | 12 | 8 | 0.10% | 0.16% | 0.25% | Q2 2013 | Q2 2018 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 12 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q4 2021 | 20 |
HYMAN CHARLES D | 20 | 20 | 0.02% | 0.06% | 0.16% | Q3 2014 | Q2 2019 | 20 |
Atria Investments, Inc | 11 | 9 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 20 |
GUARDIAN CAPITAL ADVISORS LP | 12 | 2 | 0.03% | 0.66% | 1.24% | Q2 2013 | Q4 2018 | 20 |
Thomasville National Bank | 14 | 1 | 0.01% | 0.49% | 3.23% | Q2 2013 | Q1 2021 | 20 |
Radnor Capital Management, LLC | 19 | 1 | 0.10% | 0.28% | 0.43% | Q4 2016 | Q4 2021 | 20 |
CREDIT AGRICOLE S A | 9 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2021 | 20 |
Global Retirement Partners, LLC | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2021 | 20 |
AGF INVESTMENTS INC. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
CAMBIAR INVESTORS LLC | 17 | 2 | 0.71% | 4.42% | 6.65% | Q1 2013 | Q4 2019 | 19 |
ICON ADVISERS INC/CO | 16 | 3 | 0.11% | 0.54% | 1.23% | Q3 2015 | Q3 2021 | 19 |
NewEdge Advisors, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q4 2021 | 19 |
TRUST CO OF VIRGINIA /VA | 8 | 1 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q4 2019 | 19 |
Coastline Trust Co | 19 | 19 | 0.06% | 0.17% | 0.35% | Q4 2014 | Q2 2019 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.07% | 0.19% | 0.57% | Q2 2013 | Q4 2017 | 19 |
TRAIN BABCOCK ADVISORS LLC | 19 | 19 | 0.16% | 0.27% | 0.41% | Q2 2013 | Q4 2017 | 19 |
Valeo Financial Advisors, LLC | 18 | 18 | 0.00% | 0.13% | 0.24% | Q3 2017 | Q4 2021 | 19 |
EXCALIBUR MANAGEMENT CORP | 11 | 1 | 0.17% | 0.35% | 0.73% | Q4 2013 | Q4 2021 | 19 |
CENTRAL BANK & TRUST CO | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 19 |
NorthCoast Asset Management LLC | 16 | 1 | 0.02% | 0.13% | 0.23% | Q3 2013 | Q3 2021 | 19 |
Founders Capital Management | 13 | 6 | 0.01% | 0.48% | 2.13% | Q1 2017 | Q1 2022 | 19 |
SRS Capital Advisors, Inc. | 9 | 3 | 0.01% | 0.10% | 0.19% | Q4 2016 | Q4 2021 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.03% | 0.04% | 0.07% | Q1 2014 | Q3 2018 | 19 |
Israel Discount Bank of New York | 17 | 2 | 0.32% | 0.75% | 1.01% | Q1 2017 | Q4 2021 | 19 |
Cerity Partners LLC | 18 | 1 | 0.01% | 0.16% | 0.39% | Q1 2017 | Q4 2021 | 19 |
Advocacy Wealth Management Services, LLC | 17 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2021 | 19 |
BDO Wealth Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2021 | 19 |
CYPRESS ASSET MANAGEMENT INC/TX | 19 | 19 | 0.14% | 0.58% | 0.92% | Q2 2013 | Q4 2017 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.10% | 0.64% | 1.34% | Q2 2013 | Q4 2017 | 19 |
Wellington Shields & Co., LLC | 15 | 4 | 0.09% | 0.19% | 0.30% | Q4 2015 | Q3 2020 | 19 |
C M BIDWELL & ASSOCIATES LTD | 13 | 6 | 0.00% | 0.04% | 0.13% | Q1 2017 | Q4 2021 | 19 |
Texan Capital Management | 19 | 19 | 0.14% | 0.41% | 0.80% | Q2 2013 | Q4 2017 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q4 2021 | 19 |
Financial Advantage, Inc. | 10 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 19 |
Crossmark Global Holdings, Inc. | 18 | 1 | 0.07% | 0.16% | 0.24% | Q3 2016 | Q4 2021 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.07% | 0.30% | 0.54% | Q3 2016 | Q1 2021 | 19 |
PRIVATE TRUST CO NA | 7 | 5 | 0.04% | 0.06% | 0.08% | Q1 2013 | Q4 2021 | 19 |
INSIGHT 2811, INC. | 18 | 18 | 0.15% | 0.29% | 0.47% | Q3 2017 | Q4 2021 | 18 |
VILLERE ST DENIS J & CO LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 18 |
SIRIOS CAPITAL MANAGEMENT L P | 18 | 18 | 0.00% | 0.30% | 1.34% | Q3 2017 | Q4 2021 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2017 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 18 | 18 | 0.38% | 1.11% | 2.23% | Q1 2016 | Q2 2020 | 18 |
FIRST CITIZENS BANK & TRUST CO | 10 | 1 | 0.01% | 0.43% | 1.03% | Q3 2013 | Q1 2021 | 18 |
HighTower Trust Company, N.A. | 17 | 1 | 0.06% | 0.20% | 0.45% | Q2 2013 | Q1 2018 | 18 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.01% | 0.10% | 0.65% | Q3 2013 | Q4 2021 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 13 | 5 | 0.10% | 0.33% | 0.57% | Q2 2017 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Paragon Capital Management LLC | 9 | 1 | 0.07% | 0.09% | 0.13% | Q2 2013 | Q1 2020 | 18 |
FULTON BANK, N.A. | 10 | 8 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q3 2019 | 18 |
JOHN G ULLMAN & ASSOCIATES INC | 11 | 7 | 0.05% | 0.07% | 0.10% | Q3 2017 | Q1 2022 | 18 |
SPINNAKER TRUST | 9 | 9 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 18 |
Altshuler Shaham Ltd | 17 | 17 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2021 | 18 |
Covington Capital Management | 18 | 18 | 0.03% | 0.26% | 0.52% | Q3 2017 | Q4 2021 | 18 |
Foyston, Gordon, & Payne Inc | 18 | 18 | 0.45% | 0.64% | 0.84% | Q3 2013 | Q4 2017 | 18 |
Whitegate Investment Counselors, Inc. | 17 | 1 | 0.06% | 0.15% | 0.23% | Q1 2014 | Q2 2020 | 18 |
Bogart Wealth, LLC | 18 | 18 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q4 2021 | 18 |
Beaton Management Co. Inc. | 13 | 5 | 0.17% | 0.29% | 0.38% | Q2 2017 | Q4 2021 | 18 |
Wealthspire Advisors, L.P. | 18 | 18 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2020 | 18 |
DREMAN VALUE MANAGEMENT, L L C | 10 | 4 | 0.00% | 0.28% | 0.63% | Q2 2013 | Q1 2018 | 18 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 18 | 18 | 1.41% | 2.22% | 3.21% | Q2 2013 | Q3 2017 | 18 |
TIAA, FSB | 13 | 5 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q4 2021 | 18 |
WASATCH ADVISORS LP | 18 | 18 | 0.05% | 0.09% | 0.11% | Q2 2015 | Q3 2019 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 18 |
LOEB PARTNERS CORP | 11 | 1 | 0.06% | 0.12% | 0.29% | Q2 2013 | Q4 2018 | 18 |
OAK ASSOCIATES LTD /OH/ | 11 | 1 | 0.13% | 0.27% | 0.38% | Q2 2013 | Q4 2019 | 18 |
Global X Management CO LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Fieldpoint Private Securities, LLC | 12 | 6 | 0.03% | 0.09% | 0.17% | Q1 2017 | Q4 2021 | 18 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 18 |
BREWIN DOLPHIN LTD | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.05% | 0.17% | 0.28% | Q2 2013 | Q3 2017 | 18 |
HANCOCK WHITNEY CORP | 14 | 4 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q4 2021 | 18 |
Willingdon Wealth Management | 11 | 7 | 0.00% | 0.96% | 1.89% | Q4 2013 | Q1 2020 | 18 |
Norway Savings Bank | 18 | 18 | 0.00% | 0.17% | 0.50% | Q4 2016 | Q1 2021 | 18 |
RBF Capital, LLC | 18 | 18 | 0.11% | 0.15% | 0.22% | Q3 2015 | Q4 2019 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.01% | 0.11% | Q3 2015 | Q4 2019 | 18 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Red Cedar Capital, LLC | 17 | 17 | 0.16% | 0.34% | 0.56% | Q4 2017 | Q4 2021 | 17 |
Northwest Bancshares, Inc. | 17 | 17 | 0.05% | 0.15% | 0.24% | Q4 2017 | Q4 2021 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.02% | 0.10% | 0.34% | Q2 2013 | Q2 2017 | 17 |
Freedom Investment Management, Inc. | 17 | 17 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q2 2021 | 17 |
Transform Wealth, LLC | 17 | 17 | 0.05% | 0.36% | 0.95% | Q4 2017 | Q4 2021 | 17 |
WRAPMANAGER INC | 17 | 17 | 0.09% | 0.16% | 0.21% | Q4 2015 | Q4 2019 | 17 |
Beaumont Financial Partners, LLC | 17 | 17 | 0.03% | 0.66% | 1.45% | Q3 2016 | Q3 2020 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2021 | 17 |
BEACON TRUST CO | 17 | 17 | 0.07% | 0.26% | 0.51% | Q1 2013 | Q1 2017 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2021 | 17 |
Sawyer & Company, Inc | 17 | 17 | 0.14% | 0.51% | 0.85% | Q4 2017 | Q4 2021 | 17 |
MISSION WEALTH MANAGEMENT, LP | 13 | 1 | 0.02% | 0.06% | 0.16% | Q2 2015 | Q4 2021 | 17 |
Private Capital Group, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2021 | 17 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 17 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 6 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2021 | 17 |
Resource Management, LLC | 17 | 17 | 0.11% | 0.38% | 0.66% | Q4 2017 | Q4 2021 | 17 |
Independence Bank of Kentucky | 17 | 17 | 0.05% | 0.17% | 0.27% | Q4 2017 | Q4 2021 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.06% | 0.30% | 0.48% | Q2 2013 | Q2 2017 | 17 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 17 | 17 | 0.14% | 0.41% | 0.64% | Q4 2017 | Q4 2021 | 17 |
Banco de Sabadell, S.A | 17 | 17 | 0.02% | 0.13% | 0.40% | Q4 2017 | Q4 2021 | 17 |
Lido Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.16% | Q3 2016 | Q4 2021 | 17 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.16% | 0.59% | Q4 2013 | Q3 2021 | 17 |
ISTHMUS PARTNERS, LLC | 16 | 1 | 0.01% | 0.11% | 1.57% | Q4 2014 | Q1 2019 | 17 |
PIN OAK INVESTMENT ADVISORS INC | 17 | 17 | 0.24% | 1.13% | 1.66% | Q4 2017 | Q4 2021 | 17 |
Kingsview Wealth Management, LLC | 8 | 2 | 0.00% | 0.05% | 0.18% | Q1 2017 | Q4 2021 | 17 |
SII INVESTMENTS INC/WI | 17 | 17 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Capital Analysts, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 17 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.04% | 0.26% | Q2 2015 | Q4 2021 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.02% | 0.04% | 0.09% | Q3 2013 | Q3 2017 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.01% | 0.06% | 0.14% | Q4 2012 | Q4 2016 | 17 |
Independent Advisor Alliance | 17 | 17 | 0.02% | 0.06% | 0.14% | Q4 2017 | Q4 2021 | 17 |
Investors Research Corp | 17 | 17 | 0.14% | 0.25% | 0.46% | Q4 2017 | Q4 2021 | 17 |
AUGUSTINE ASSET MANAGEMENT INC | 17 | 17 | 0.36% | 1.26% | 2.70% | Q4 2017 | Q4 2021 | 17 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 17 | 17 | 0.39% | 1.26% | 2.22% | Q1 2013 | Q1 2017 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 17 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 13 | 4 | 0.09% | 0.21% | 0.28% | Q1 2017 | Q3 2021 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2017 | 17 |
Apriem Advisors | 16 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2018 | 17 |
1834 INVESTMENT ADVISORS CO | 9 | 4 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.16% | 0.28% | 0.40% | Q2 2013 | Q2 2017 | 17 |
Bragg Financial Advisors, Inc | 17 | 17 | 0.06% | 0.21% | 0.29% | Q4 2017 | Q4 2021 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.02% | 0.10% | 0.19% | Q4 2017 | Q4 2021 | 17 |
Successful Portfolios LLC | 11 | 5 | 0.12% | 0.39% | 0.65% | Q4 2017 | Q4 2021 | 16 |
Timber Hill LLC | 13 | 3 | 0.00% | 0.12% | 1.53% | Q2 2014 | Q2 2018 | 16 |
Ativo Capital Management LLC | 8 | 8 | 0.40% | 0.73% | 1.04% | Q2 2013 | Q4 2019 | 16 |
TELEMUS CAPITAL, LLC | 16 | 16 | 0.06% | 0.12% | 0.21% | Q1 2016 | Q4 2019 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.02% | 0.06% | 0.30% | Q1 2018 | Q4 2021 | 16 |
Stack Financial Management, Inc | 16 | 16 | 0.84% | 1.08% | 1.40% | Q2 2013 | Q1 2017 | 16 |
Select Asset Management & Trust | 11 | 5 | 0.26% | 0.38% | 0.89% | Q4 2013 | Q4 2021 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2017 | 16 |
Bedel Financial Consulting, Inc. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q4 2021 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.03% | 0.08% | 0.24% | Q2 2013 | Q1 2017 | 16 |
Ausdal Financial Partners, Inc. | 14 | 1 | 0.03% | 0.10% | 0.17% | Q4 2015 | Q4 2021 | 16 |
Stuart Chaussee & Associates, Inc. | 12 | 4 | 0.00% | 0.06% | 0.31% | Q1 2017 | Q1 2023 | 16 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.19% | Q1 2015 | Q3 2021 | 16 |
BRINKER CAPITAL INC | 16 | 16 | 0.02% | 0.22% | 0.31% | Q1 2016 | Q4 2019 | 16 |
TORRAY INVESTMENT PARTNERS LLC | 16 | 16 | 1.19% | 1.78% | 2.38% | Q3 2017 | Q2 2021 | 16 |
New Capital Management LP | 9 | 7 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q1 2021 | 16 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2019 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
Analyst IMS Investment Management Services Ltd. | 16 | 16 | 0.08% | 0.24% | 0.39% | Q1 2016 | Q4 2019 | 16 |
Dana Investment Advisors, Inc. | 12 | 4 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 16 |
SOMERVILLE KURT F | 13 | 3 | 0.04% | 0.17% | 0.38% | Q4 2012 | Q3 2017 | 16 |
BANK HAPOALIM BM | 16 | 16 | 0.08% | 0.47% | 0.91% | Q3 2016 | Q2 2020 | 16 |
GABLES CAPITAL MANAGEMENT INC. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q4 2021 | 16 |
Strategic Advisors LLC | 14 | 2 | 0.07% | 0.34% | 0.90% | Q3 2016 | Q4 2021 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2017 | 16 |
Taylor Wealth Management Partners | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2018 | 16 |
American Portfolios Advisors | 11 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 16 |
Patten Group, Inc. | 15 | 1 | 0.01% | 0.02% | 0.13% | Q4 2014 | Q4 2018 | 16 |
SIGMA INVESTMENT COUNSELORS INC | 10 | 1 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q4 2017 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 16 |
Integrated Investment Consultants, LLC | 8 | 8 | 0.12% | 0.23% | 0.42% | Q4 2015 | Q4 2019 | 16 |
AMP Capital Investors Ltd | 6 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 16 |
Strategic Global Advisors, LLC | 12 | 4 | 0.11% | 0.31% | 0.52% | Q2 2015 | Q4 2021 | 16 |
BRIDGES INVESTMENT COUNSEL INC/ | 9 | 3 | 0.12% | 0.18% | 0.32% | Q2 2013 | Q4 2017 | 16 |
Ahrens Investment Partners LLC | 15 | 1 | 0.05% | 0.38% | 0.62% | Q4 2016 | Q4 2021 | 16 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2021 | 15 |
Bray Capital Advisors | 7 | 3 | 0.01% | 0.06% | 0.22% | Q4 2014 | Q4 2021 | 15 |
BALDWIN BROTHERS LLC/MA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 15 |
MITCHELL SINKLER & STARR/PA | 10 | 2 | 0.22% | 0.33% | 0.81% | Q2 2013 | Q4 2019 | 15 |
KANALY TRUST CO | 15 | 15 | 0.10% | 0.16% | 0.25% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.04% | 0.26% | 0.48% | Q2 2013 | Q4 2016 | 15 |
CONNABLE OFFICE INC | 10 | 5 | 0.10% | 0.26% | 0.37% | Q2 2013 | Q1 2017 | 15 |
BTR CAPITAL MANAGEMENT INC | 15 | 15 | 0.04% | 0.13% | 0.21% | Q3 2015 | Q1 2019 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2016 | 15 |
SHELL ASSET MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 1 | 0.02% | 0.06% | 0.10% | Q3 2017 | Q4 2021 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 2 | 0.01% | 0.15% | 0.26% | Q1 2017 | Q4 2021 | 15 |
CONTINENTAL ADVISORS LLC | 8 | 8 | 0.09% | 0.94% | 2.66% | Q1 2020 | Q4 2021 | 15 |
Hawkins Capital L.P. | 10 | 5 | 0.16% | 15.52% | 28.04% | Q2 2013 | Q4 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 13 | 2 | 0.14% | 0.31% | 0.42% | Q2 2016 | Q1 2021 | 15 |
FIRST HAWAIIAN BANK | 14 | 1 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q4 2021 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.10% | 0.23% | Q3 2011 | Q3 2015 | 15 |
Mathes Company, Inc. | 15 | 15 | 0.27% | 0.40% | 0.54% | Q2 2016 | Q4 2019 | 15 |
BANCORPSOUTH INC | 9 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2017 | 15 |
BRIDGES INVESTMENT MANAGEMENT INC | 10 | 5 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 15 |
1ST SOURCE BANK | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Barnett & Company, Inc. | 15 | 15 | 0.02% | 0.39% | 0.60% | Q3 2017 | Q1 2021 | 15 |
Asset Dedication, LLC | 12 | 3 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2021 | 15 |
Altium Wealth Management LLC | 15 | 15 | 0.02% | 0.09% | 0.23% | Q2 2018 | Q4 2021 | 15 |
Financial Advocates Investment Management | 9 | 6 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2021 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8 | 1 | 0.03% | 0.13% | 0.69% | Q2 2013 | Q4 2019 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.18% | 0.77% | Q4 2014 | Q3 2021 | 15 |
Buckingham Capital Management, Inc. | 15 | 15 | 0.07% | 0.38% | 0.63% | Q2 2013 | Q4 2016 | 15 |
Virtu KCG Holdings LLC | 8 | 7 | 0.01% | 0.14% | 0.84% | Q3 2013 | Q2 2017 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Arosa Capital Management LP | 7 | 1 | 0.82% | 2.80% | 6.76% | Q4 2014 | Q4 2021 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Caprock Group, LLC | 12 | 1 | 0.02% | 0.17% | 0.31% | Q1 2016 | Q3 2021 | 15 |
AT Bancorp | 14 | 14 | 0.04% | 0.19% | 0.81% | Q4 2015 | Q1 2019 | 14 |
Heritage Wealth Advisors | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 14 |
KELLEHER FINANCIAL ADVISORS | 10 | 4 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q4 2016 | 14 |
Balentine LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2021 | 14 |
ARGENT TRUST Co | 14 | 14 | 0.22% | 0.63% | 1.73% | Q4 2014 | Q1 2018 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q4 2021 | 14 |
Henry James International Management Inc. | 14 | 14 | 0.10% | 0.22% | 0.46% | Q3 2018 | Q4 2021 | 14 |
Crewe Advisors LLC | 14 | 14 | 0.05% | 0.14% | 0.40% | Q3 2018 | Q4 2021 | 14 |
U S GLOBAL INVESTORS INC | 13 | 1 | 0.00% | 0.40% | 1.28% | Q1 2015 | Q4 2019 | 14 |
COLRAIN CAPITAL LLC | 7 | 3 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2017 | 14 |
CITY HOLDING CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
B. Riley Wealth Management, Inc. | 8 | 6 | 0.07% | 0.13% | 0.19% | Q1 2014 | Q2 2020 | 14 |
ORRSTOWN FINANCIAL SERVICES INC | 8 | 6 | 0.01% | 0.04% | 0.18% | Q1 2016 | Q3 2019 | 14 |
AlphaMark Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2021 | 14 |
Nan Shan Life Insurance Co., Ltd. | 14 | 14 | 0.39% | 0.83% | 1.40% | Q3 2018 | Q4 2021 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
AGF Investments America Inc. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2012 | Q3 2015 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 14 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 11 | 3 | 0.06% | 0.17% | 0.29% | Q1 2014 | Q2 2020 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 14 |
Laurel Wealth Advisors, Inc. | 11 | 1 | 0.02% | 0.09% | 0.22% | Q2 2017 | Q4 2021 | 14 |
JCIC Asset Management Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q2 2019 | 14 |
Buffington Mohr McNeal | 10 | 4 | 0.07% | 0.10% | 0.20% | Q1 2016 | Q4 2019 | 14 |
MANAGED ASSET PORTFOLIOS, LLC | 14 | 14 | 0.30% | 1.86% | 3.89% | Q4 2013 | Q1 2017 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.05% | 0.67% | 2.65% | Q4 2016 | Q1 2020 | 14 |
ACG Wealth | 9 | 5 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q4 2017 | 14 |
IFC Holdings Incorporated/FL | 12 | 2 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q4 2017 | 14 |
Matterhorn Capital Management, LLC | 14 | 14 | 0.76% | 1.30% | 1.66% | Q2 2013 | Q3 2016 | 14 |
HARBOUR INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.79% | 1.08% | 1.39% | Q2 2013 | Q3 2016 | 14 |
Callahan Advisors, LLC | 10 | 4 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2019 | 14 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 8 | 4 | 0.02% | 0.39% | 1.91% | Q4 2016 | Q4 2019 | 14 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2020 | 14 |
WOODMONT INVESTMENT COUNSEL LLC | 14 | 14 | 0.03% | 0.14% | 0.33% | Q2 2013 | Q3 2016 | 14 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.15% | 0.55% | 1.65% | Q3 2015 | Q2 2021 | 14 |
Pinnacle Bancorp, Inc. | 13 | 1 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q4 2021 | 14 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.05% | 0.21% | 0.65% | Q1 2013 | Q1 2021 | 14 |
Shamrock Asset Management LLC | 9 | 5 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2017 | 14 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 14 | 14 | 0.04% | 0.23% | 0.49% | Q2 2013 | Q3 2016 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.25% | 1.20% | Q3 2017 | Q4 2021 | 14 |
COLONY GROUP LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 14 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2016 | 14 |
CWA Asset Management Group, LLC | 11 | 3 | 0.05% | 0.09% | 0.16% | Q4 2016 | Q2 2020 | 14 |
BOENNING & SCATTERGOOD, INC. | 9 | 5 | 0.06% | 0.11% | 0.18% | Q2 2018 | Q4 2021 | 14 |
Asset Advisors Investment Management, LLC | 14 | 14 | 0.03% | 0.17% | 0.37% | Q3 2018 | Q4 2021 | 14 |
GENESEE VALLEY TRUST CO | 10 | 4 | 0.16% | 0.36% | 0.58% | Q2 2013 | Q1 2018 | 14 |
BURKE & HERBERT BANK & TRUST CO | 14 | 14 | 0.20% | 0.31% | 0.40% | Q2 2013 | Q3 2016 | 14 |
Baker Ellis Asset Management LLC | 9 | 5 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2019 | 14 |
Krilogy Financial LLC | 13 | 1 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q1 2019 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2016 | 14 |
BKS ADVISORS, LLC | 14 | 14 | 0.12% | 0.63% | 1.10% | Q1 2015 | Q2 2018 | 14 |
MARCO INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.04% | 0.14% | 0.20% | Q4 2017 | Q1 2021 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 2.24% | 3.14% | 3.82% | Q2 2013 | Q3 2016 | 14 |
MILES CAPITAL, INC. | 14 | 14 | 0.17% | 0.22% | 0.30% | Q3 2016 | Q4 2019 | 14 |
BAR HARBOR WEALTH MANAGEMENT | 10 | 1 | 0.02% | 0.04% | 0.07% | Q1 2013 | Q4 2019 | 14 |
Intercontinental Wealth Advisors, LLC | 9 | 5 | 0.21% | 0.35% | 0.67% | Q4 2015 | Q4 2019 | 14 |
Ironwood Investment Counsel, LLC | 10 | 1 | 0.07% | 0.14% | 0.21% | Q2 2013 | Q2 2020 | 13 |
COZAD ASSET MANAGEMENT INC | 9 | 4 | 0.02% | 0.09% | 0.16% | Q2 2018 | Q4 2021 | 13 |
CastleArk Alternatives, LLC | 13 | 13 | 0.03% | 2.25% | 3.90% | Q4 2017 | Q4 2020 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.06% | 0.10% | 0.13% | Q2 2013 | Q2 2016 | 13 |
Lenox Wealth Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 13 |
FOUNDERS FINANCIAL SECURITIES LLC | 11 | 2 | 0.12% | 0.20% | 0.24% | Q3 2016 | Q1 2020 | 13 |
Forward Management, LLC | 13 | 13 | 0.00% | 0.31% | 0.47% | Q2 2013 | Q2 2016 | 13 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 5 | 2 | 0.01% | 0.06% | 0.07% | Q4 2013 | Q2 2021 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 13 |
Larson Financial Group LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2021 | 13 |
CULLINAN ASSOCIATES INC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2021 | 13 |
Newport Wealth Strategies, Inc. | 10 | 3 | 0.14% | 0.36% | 0.60% | Q4 2017 | Q3 2021 | 13 |
Ruane, Cunniff & Goldfarb | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2016 | 13 |
BlackRock Institutional Trust Company, N.A. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 13 |
Connor, Clark & Lunn Investment Management Ltd. | 11 | 2 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q4 2021 | 13 |
MCF Advisors LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 13 |
Brinker Capital Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 13 |
Veritas Investment Management (UK) Ltd | 13 | 13 | 0.02% | 0.13% | 0.40% | Q1 2013 | Q1 2016 | 13 |
Maryland Capital Management | 10 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2018 | 13 |
Northwest Capital Management Inc | 13 | 13 | 0.21% | 0.47% | 0.82% | Q3 2018 | Q3 2021 | 13 |
Farmers National Bank | 9 | 2 | 0.06% | 0.12% | 0.19% | Q4 2014 | Q2 2019 | 13 |
ALERUS FINANCIAL NA | 13 | 13 | 0.10% | 0.22% | 0.45% | Q4 2017 | Q4 2020 | 13 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 11 | 2 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 13 |
FIRST NATIONAL BANK SIOUX FALLS | 7 | 6 | 0.12% | 0.17% | 0.30% | Q2 2013 | Q3 2016 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.07% | 0.15% | Q2 2017 | Q2 2020 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 13 | 13 | 0.01% | 0.08% | 0.14% | Q3 2017 | Q3 2020 | 13 |
TD Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.22% | 0.34% | 0.53% | Q2 2013 | Q2 2016 | 13 |
Susquehanna International Securities, Ltd. | 8 | 8 | 0.11% | 1.28% | 6.48% | Q1 2019 | Q4 2020 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.01% | 0.16% | 0.43% | Q1 2017 | Q4 2021 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 13 |
Legacy Bridge, LLC | 13 | 13 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q4 2021 | 13 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2021 | 13 |
Atlantic Union Bankshares Corp | 5 | 1 | 0.02% | 0.03% | 0.07% | Q1 2014 | Q4 2021 | 13 |
Lindbrook Capital, LLC | 13 | 13 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q4 2021 | 13 |
INTEGRATED WEALTH COUNSEL, LLC | 8 | 5 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2016 | 13 |
Vectors Research Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.06% | 0.09% | 0.22% | Q4 2018 | Q4 2021 | 13 |
American Research & Management Co. | 12 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2019 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 13 |
NewSquare Capital LLC | 10 | 1 | 0.00% | 0.24% | 0.34% | Q2 2013 | Q1 2020 | 13 |
Wealthcare Advisory Partners LLC | 11 | 2 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2021 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2016 | 13 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.20% | 1.10% | Q2 2013 | Q1 2021 | 13 |
Kovitz Investment Group Partners, LLC | 8 | 5 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q4 2019 | 13 |
Financial Gravity Asset Management, Inc. | 6 | 2 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q1 2022 | 13 |
FRANKLIN STREET ADVISORS INC /NC | 5 | 1 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q2 2019 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 1 | 0.02% | 0.05% | 0.10% | Q3 2014 | Q1 2020 | 13 |
Chubb Ltd | 13 | 13 | 2.64% | 5.70% | 9.04% | Q1 2016 | Q1 2019 | 13 |
Chicago Capital, LLC | 9 | 4 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2021 | 13 |
First National Bank of South Miami | 13 | 13 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q4 2021 | 13 |
DAVIDSON INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.74% | 1.46% | Q2 2013 | Q2 2016 | 13 |
Abbrea Capital, LLC | 13 | 13 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q4 2019 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.13% | 0.15% | 0.24% | Q2 2013 | Q2 2016 | 13 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 8 | 5 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q2 2019 | 13 |
Westover Capital Advisors, LLC | 13 | 13 | 0.18% | 1.27% | 2.16% | Q4 2016 | Q4 2019 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 2 | 0.00% | 0.06% | 0.12% | Q4 2013 | Q3 2017 | 13 |
TRUE Private Wealth Advisors | 13 | 13 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q4 2020 | 13 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q2 2016 | 13 |
TIEDEMANN ADVISORS, LLC | 12 | 1 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2019 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.43% | 0.55% | 0.70% | Q2 2013 | Q2 2016 | 13 |
AFFINITY INVESTMENT ADVISORS, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 13 |
PALISADE CAPITAL MANAGEMENT, LP | 10 | 3 | 0.01% | 0.14% | 0.26% | Q4 2012 | Q4 2018 | 13 |
Fluent Financial, LLC | 12 | 12 | 0.17% | 1.48% | 2.08% | Q4 2017 | Q3 2020 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 12 |
RAY GERALD L & ASSOCIATES LTD | 9 | 3 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 12 |
DOWLING & YAHNKE LLC | 11 | 1 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2019 | 12 |
RONALD BLUE & CO LLC | 11 | 1 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q1 2017 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.03% | 0.06% | 0.11% | Q1 2019 | Q4 2021 | 12 |
New Century Advisors, LLC | 9 | 3 | 3.92% | 5.48% | 8.02% | Q4 2013 | Q4 2016 | 12 |
Sather Financial Group Inc | 11 | 1 | 0.07% | 0.08% | 0.10% | Q3 2015 | Q3 2018 | 12 |
Waverly Advisors, LLC | 11 | 1 | 0.01% | 0.27% | 1.24% | Q2 2013 | Q4 2017 | 12 |
HENNESSY ADVISORS INC | 8 | 4 | 0.16% | 0.22% | 0.30% | Q1 2017 | Q4 2021 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
WENDELL DAVID ASSOCIATES INC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 12 |
HAP Trading, LLC | 5 | 2 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q1 2018 | 12 |
BURNEY CO/ | 12 | 12 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q4 2021 | 12 |
Old North State Trust, LLC | 6 | 6 | 0.02% | 0.09% | 0.20% | Q3 2018 | Q4 2021 | 12 |
Graves Light Lenhart Wealth, Inc. | 7 | 5 | 0.02% | 0.10% | 0.22% | Q4 2018 | Q4 2021 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 4 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2021 | 12 |
Spears Abacus Advisors LLC | 11 | 1 | 0.07% | 0.68% | 0.84% | Q2 2015 | Q1 2020 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
Ariel Investments | 12 | 12 | 0.00% | 0.16% | 0.34% | Q2 2013 | Q1 2016 | 12 |
SPC Financial, Inc. | 10 | 1 | 0.06% | 0.27% | 0.81% | Q2 2013 | Q3 2018 | 12 |
Canal Capital Management, LLC | 12 | 12 | 0.21% | 0.39% | 0.54% | Q3 2017 | Q2 2020 | 12 |
Capital Advisory Group Advisory Services, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 12 |
Zions Bancorporation, N.A. | 12 | 12 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q4 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
HARTWELL J M LIMITED PARTNERSHIP | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2016 | Q3 2019 | 12 |
ATALANTA SOSNOFF CAPITAL, LLC | 11 | 1 | 0.01% | 0.32% | 1.24% | Q2 2015 | Q4 2018 | 12 |
Brown Advisory Securities, LLC | 7 | 2 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2018 | 12 |
Berkeley Capital Partners, LLC | 10 | 2 | 0.62% | 0.90% | 1.32% | Q4 2016 | Q4 2019 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.02% | 1.21% | 1.82% | Q4 2017 | Q3 2020 | 12 |
PEDDOCK CAPITAL ADVISORS, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 12 |
Archer Investment Corp | 10 | 2 | 0.02% | 0.16% | 0.39% | Q4 2018 | Q4 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q1 2016 | 12 |
Seminole Management Co., Inc. | 7 | 1 | 0.21% | 2.31% | 4.28% | Q2 2013 | Q4 2017 | 12 |
Capital Innovations LLC | 12 | 12 | 1.75% | 2.53% | 3.87% | Q1 2017 | Q4 2019 | 12 |
Western Wealth Management, LLC | 11 | 1 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q4 2021 | 12 |
Beech Hill Advisors, Inc. | 12 | 12 | 1.29% | 1.82% | 2.06% | Q1 2017 | Q4 2019 | 12 |
Inscription Capital, LLC | 10 | 2 | 0.02% | 0.17% | 0.37% | Q4 2018 | Q4 2021 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.25% | Q4 2017 | Q3 2020 | 12 |
Calvert Investment Management, Inc. | 12 | 12 | 0.10% | 0.49% | 1.12% | Q2 2013 | Q1 2016 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.06% | 0.16% | Q4 2012 | Q3 2015 | 12 |
FinTrust Capital Advisors, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 12 |
Financial Enhancement Group LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
Ramsay, Stattman, Vela & Price, Inc. | 6 | 2 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q4 2021 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2021 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Verdence Capital Advisors LLC | 9 | 3 | 0.04% | 0.94% | 1.68% | Q4 2017 | Q4 2021 | 12 |
OTA Financial Group L.P. | 4 | 1 | 0.29% | 2.61% | 8.03% | Q2 2013 | Q4 2019 | 12 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.29% | 0.53% | Q1 2016 | Q1 2021 | 12 |
Cowen Prime Services LLC | 7 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 12 |
Corient Capital Partners, LLC | 12 | 12 | 0.03% | 0.08% | 0.12% | Q1 2019 | Q4 2021 | 12 |
BROOKS, MOORE & ASSOCIATES, INC. | 7 | 5 | 0.15% | 0.44% | 0.95% | Q4 2018 | Q4 2021 | 12 |
NIXON PEABODY TRUST CO | 12 | 12 | 0.18% | 0.24% | 0.31% | Q1 2017 | Q4 2019 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 1 | 0.02% | 0.04% | 0.11% | Q2 2014 | Q4 2019 | 12 |
FIRST NATIONAL TRUST CO | 12 | 12 | 0.05% | 0.08% | 0.15% | Q2 2013 | Q1 2016 | 12 |
BlackRock Group LTD | 9 | 3 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2016 | 12 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2021 | 12 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q4 2015 | 11 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 1 | 0.00% | 0.06% | 0.28% | Q4 2017 | Q1 2021 | 11 |
Hoxton Financial, Inc. | 10 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2016 | 11 |
RENAISSANCE GROUP LLC | 11 | 11 | 0.26% | 0.44% | 0.57% | Q2 2013 | Q4 2015 | 11 |
HALL CAPITAL MANAGEMENT CO INC | 7 | 4 | 0.20% | 0.46% | 0.94% | Q4 2014 | Q4 2019 | 11 |
Snowden Capital Advisors LLC | 7 | 1 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q4 2021 | 11 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2021 | 11 |
ExodusPoint Capital Management, LP | 8 | 3 | 0.00% | 0.09% | 0.26% | Q1 2019 | Q4 2021 | 11 |
Modera Wealth Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q4 2021 | 11 |
Sabal Trust CO | 7 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2019 | 11 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.22% | 3.35% | 5.26% | Q3 2016 | Q1 2019 | 11 |
Exchange Capital Management, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 11 |
Renaissance Technologies | 4 | 1 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q4 2021 | 11 |
HAMEL ASSOCIATES, INC. | 9 | 1 | 0.09% | 1.19% | 2.13% | Q4 2013 | Q1 2020 | 11 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 11 | 11 | 0.15% | 0.32% | 0.42% | Q2 2013 | Q4 2015 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.36% | 0.60% | 0.87% | Q2 2013 | Q4 2015 | 11 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.02% | 0.12% | 0.45% | Q1 2017 | Q4 2021 | 11 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q1 2020 | 11 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.25% | 1.60% | Q2 2013 | Q4 2021 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 11 |
Providence Wealth Advisors, LLC | 11 | 11 | 0.21% | 0.55% | 0.86% | Q4 2018 | Q2 2021 | 11 |
Enterprise Trust & Investment Co | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q4 2021 | 11 |
S. R. Schill & Associates | 11 | 11 | 0.15% | 0.26% | 0.31% | Q3 2017 | Q1 2020 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2018 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.43% | 0.91% | 1.19% | Q2 2013 | Q4 2015 | 11 |
HHG & Company, LLC | 9 | 2 | 0.14% | 0.19% | 0.30% | Q2 2013 | Q1 2016 | 11 |
First Heartland Consultants, Inc. | 7 | 4 | 0.09% | 0.12% | 0.16% | Q4 2013 | Q2 2018 | 11 |
JAMES INVESTMENT RESEARCH INC | 11 | 11 | 0.00% | 0.14% | 0.40% | Q4 2017 | Q2 2020 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 4 | 0.00% | 0.05% | 0.17% | Q4 2018 | Q3 2021 | 11 |
Focused Wealth Management, Inc | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2019 | 11 |
STALEY CAPITAL ADVISERS INC | 11 | 11 | 0.07% | 0.14% | 0.19% | Q2 2013 | Q4 2015 | 11 |
Catalyst Capital Advisors LLC | 11 | 11 | 0.11% | 0.14% | 0.18% | Q2 2013 | Q4 2015 | 11 |
Goelzer Investment Management, Inc. | 7 | 4 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2019 | 11 |
Portland Global Advisors LLC | 11 | 11 | 0.10% | 0.21% | 0.37% | Q2 2019 | Q4 2021 | 11 |
Kovitz Investment Group, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.02% | 0.09% | 0.24% | Q1 2019 | Q3 2021 | 11 |
PHILADELPHIA TRUST CO | 6 | 5 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2021 | 11 |
CHUBB CORP | 11 | 11 | 0.55% | 0.72% | 0.86% | Q2 2013 | Q4 2015 | 11 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 11 | 11 | 0.02% | 0.05% | 0.06% | Q3 2017 | Q1 2020 | 11 |
MOODY LYNN & LIEBERSON, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2019 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q4 2021 | 11 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 6 | 1 | 0.08% | 0.14% | 0.20% | Q3 2013 | Q2 2019 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.04% | 0.04% | 0.07% | Q1 2014 | Q1 2017 | 11 |
Hillsdale Investment Management Inc. | 7 | 4 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q1 2016 | 11 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 11 | 0.06% | 0.53% | 1.55% | Q2 2013 | Q4 2015 | 11 |
Knuff & Co LLC | 6 | 5 | 0.01% | 0.12% | 0.29% | Q4 2018 | Q3 2021 | 11 |
Providence Capital Advisors, LLC | 10 | 1 | 0.00% | 0.53% | 1.06% | Q4 2017 | Q4 2021 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q4 2015 | 11 |
FAS Wealth Partners, Inc. | 8 | 1 | 0.01% | 0.06% | 0.20% | Q4 2013 | Q4 2021 | 11 |
Banco Santander, S.A. | 11 | 11 | 0.00% | 0.06% | 0.15% | Q1 2018 | Q3 2020 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.03% | 0.07% | 0.16% | Q4 2016 | Q2 2019 | 11 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q4 2015 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.06% | 0.36% | Q2 2014 | Q3 2021 | 11 |
ALTFEST L J & CO INC | 9 | 1 | 0.05% | 0.17% | 0.56% | Q1 2014 | Q4 2019 | 11 |
Family Management Corp | 3 | 2 | 0.09% | 0.94% | 3.39% | Q2 2013 | Q4 2019 | 11 |
Rossmore Private Capital | 8 | 1 | 0.03% | 0.13% | 0.21% | Q4 2017 | Q1 2021 | 11 |
OneDigital Investment Advisors LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
DELPHI MANAGEMENT INC /MA/ | 6 | 1 | 0.01% | 1.21% | 1.69% | Q3 2013 | Q3 2019 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Argentus Capital Management, LLC | 5 | 2 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2016 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.06% | 0.14% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 10 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 10 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 10 | 10 | 0.09% | 0.43% | 1.04% | Q4 2018 | Q1 2021 | 10 |
Alyeska Investment Group, L.P. | 5 | 2 | 0.02% | 0.35% | 0.76% | Q3 2017 | Q4 2021 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.13% | 0.22% | 0.31% | Q2 2013 | Q3 2015 | 10 |
Busey Bank | 8 | 2 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q4 2019 | 10 |
Trust CO of the Ozarks | 10 | 10 | 0.25% | 0.31% | 0.35% | Q2 2013 | Q3 2015 | 10 |
SAMLYN CAPITAL, LLC | 3 | 1 | 0.00% | 0.90% | 1.63% | Q4 2016 | Q2 2019 | 10 |
Nelson Capital Management, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 10 |
Farmers & Merchants Trust Co of Long Beach | 6 | 4 | 0.05% | 0.13% | 0.20% | Q4 2018 | Q4 2021 | 10 |
AMG National Trust Bank | 9 | 1 | 0.01% | 0.13% | 0.19% | Q4 2016 | Q2 2020 | 10 |
Goodman Financial Corp | 10 | 10 | 0.09% | 0.11% | 0.12% | Q3 2017 | Q4 2019 | 10 |
Ballentine Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 10 |
Spectrum Management Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Kemper Corp Master Retirement Trust | 10 | 10 | 0.77% | 1.00% | 1.28% | Q2 2013 | Q3 2015 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 3 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q3 2021 | 10 |
Reservoir Operations, L.P. | 10 | 10 | 4.23% | 8.26% | 12.93% | Q4 2014 | Q1 2017 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 10 |
DT Investment Partners, LLC | 10 | 10 | 0.08% | 0.49% | 0.60% | Q4 2017 | Q1 2020 | 10 |
Private Wealth Partners, LLC | 10 | 10 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.10% | 0.85% | Q2 2013 | Q3 2021 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q2 2020 | 10 |
COBIZ WEALTH, LLC | 10 | 10 | 0.07% | 0.12% | 0.15% | Q2 2013 | Q3 2015 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Gilman Hill Asset Management, LLC | 8 | 2 | 0.09% | 0.10% | 0.12% | Q4 2014 | Q2 2019 | 10 |
ANCHOR CAPITAL ADVISORS LLC | 9 | 1 | 0.01% | 0.14% | 0.35% | Q2 2013 | Q2 2016 | 10 |
Ironsides Asset Advisors, LLC | 8 | 2 | 0.13% | 0.16% | 0.24% | Q2 2014 | Q4 2016 | 10 |
CIBC BANK USA | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.09% | 0.24% | 0.31% | Q1 2018 | Q2 2020 | 10 |
CAMG Solamere Management, LLC | 8 | 2 | 0.14% | 0.43% | 1.29% | Q4 2016 | Q3 2021 | 10 |
IHT Wealth Management, LLC | 6 | 4 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q4 2019 | 10 |
NORTH AMERICAN MANAGEMENT CORP | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2018 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
WADE G W & INC | 8 | 2 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q4 2019 | 10 |
CAPITAL COUNSEL LLC/NY | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 2 | 0.01% | 0.43% | 1.46% | Q2 2013 | Q3 2016 | 10 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.16% | 1.76% | 3.46% | Q4 2013 | Q1 2016 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q2 2019 | 10 |
PRICE MICHAEL F | 10 | 10 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Investment Counsel Inc. | 10 | 10 | 0.17% | 0.19% | 0.21% | Q1 2017 | Q2 2019 | 10 |
Tufton Capital Management | 9 | 1 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2019 | 10 |
LSV ASSET MANAGEMENT | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2020 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q1 2018 | 10 |
COMMUNITY TRUST & INVESTMENT CO | 10 | 10 | 1.47% | 2.04% | 2.56% | Q2 2013 | Q3 2015 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Stanley-Laman Group, Ltd. | 5 | 1 | 0.06% | 0.16% | 0.25% | Q4 2013 | Q4 2016 | 10 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2019 | 10 |
HARTLINE INVESTMENT CORP/ | 9 | 1 | 0.06% | 0.36% | 1.20% | Q2 2013 | Q3 2017 | 10 |
HBK INVESTMENTS L P | 10 | 10 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Gemmer Asset Management LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 10 |
Summit Financial Wealth Advisors, LLC | 6 | 4 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q4 2019 | 10 |
Godshalk Welsh Capital Management, Inc. | 10 | 10 | 0.20% | 0.26% | 0.33% | Q4 2014 | Q1 2017 | 10 |
Bell Bank | 10 | 10 | 0.30% | 0.54% | 0.66% | Q2 2013 | Q3 2015 | 10 |
Cypress Capital Management LLC (WY) | 8 | 2 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2017 | 10 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2021 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.14% | 0.17% | 0.19% | Q2 2013 | Q3 2015 | 10 |
White Lighthouse Investment Management Inc. | 9 | 9 | 0.08% | 0.12% | 0.14% | Q4 2017 | Q4 2019 | 9 |
SpiderRock Advisors, LLC | 3 | 1 | 0.02% | 0.41% | 1.83% | Q1 2017 | Q3 2020 | 9 |
Intersect Capital LLC | 5 | 1 | 0.04% | 0.08% | 0.15% | Q4 2014 | Q4 2021 | 9 |
Column Capital Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Seelaus Asset Management LLC | 9 | 9 | 1.12% | 1.44% | 1.65% | Q4 2017 | Q4 2019 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Truehand, Inc | 9 | 9 | 0.02% | 0.07% | 0.10% | Q4 2018 | Q4 2020 | 9 |
Invictus RG Pte. Ltd. | 6 | 3 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2015 | 9 |
Glovista Investments LLC | 7 | 2 | 0.05% | 0.07% | 0.14% | Q1 2017 | Q2 2019 | 9 |
Alerus Investment Advisors Corp | 9 | 9 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q2 2015 | 9 |
Triangle Securities Wealth Management | 8 | 1 | 0.08% | 0.20% | 0.27% | Q2 2013 | Q4 2019 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2019 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 9 |
Front Row Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 9 |
ZEKE CAPITAL ADVISORS, LLC | 9 | 9 | 0.02% | 0.07% | 0.19% | Q3 2019 | Q3 2021 | 9 |
Keystone Financial Group | 9 | 9 | 0.06% | 0.22% | 0.34% | Q3 2018 | Q3 2020 | 9 |
Townsend & Associates, Inc | 8 | 1 | 1.44% | 2.00% | 2.42% | Q4 2017 | Q1 2020 | 9 |
Cornerstone Wealth Management, LLC | 9 | 9 | 0.05% | 0.06% | 0.09% | Q2 2017 | Q2 2019 | 9 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q4 2021 | 9 |
PICTET BANK & TRUST Ltd | 9 | 9 | 0.09% | 0.15% | 0.30% | Q4 2019 | Q4 2021 | 9 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.07% | 0.38% | 0.80% | Q1 2015 | Q2 2021 | 9 |
Wealthstreet Investment Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q4 2019 | 9 |
New England Research & Management, Inc. | 4 | 2 | 0.14% | 0.19% | 0.24% | Q4 2013 | Q2 2018 | 9 |
Greytown Advisors Inc. | 9 | 9 | 0.10% | 0.19% | 0.24% | Q4 2017 | Q4 2019 | 9 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2020 | 9 |
Bluefin Trading, LLC | 5 | 1 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q3 2018 | 9 |
Biltmore Family Office, LLC | 9 | 9 | 0.29% | 0.38% | 0.51% | Q4 2017 | Q4 2019 | 9 |
Red Spruce Capital, LLC | 9 | 9 | 0.40% | 0.57% | 1.02% | Q4 2019 | Q4 2021 | 9 |
Certified Advisory Corp | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 9 |
CNB Bank | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 9 |
Burleson & Company, LLC | 9 | 9 | 0.18% | 0.60% | 1.21% | Q4 2017 | Q4 2019 | 9 |
Manchester Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2021 | 9 |
CROFT-LEOMINSTER INC | 9 | 9 | 0.05% | 0.15% | 0.41% | Q2 2013 | Q2 2015 | 9 |
HWG Holdings LP | 9 | 9 | 0.01% | 0.56% | 3.34% | Q4 2017 | Q4 2019 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 9 |
Integrated Wealth Management | 9 | 9 | 0.28% | 0.34% | 0.39% | Q1 2015 | Q1 2017 | 9 |
RPG Investment Advisory, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
APPLETON PARTNERS INC/MA | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2015 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 9 |
WADDELL & REED FINANCIAL INC | 9 | 9 | 0.04% | 0.09% | 0.13% | Q4 2016 | Q4 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.18% | 0.28% | 0.37% | Q2 2013 | Q2 2015 | 9 |
FRED ALGER MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
BURNS J W & CO INC/NY | 9 | 9 | 0.51% | 0.83% | 1.04% | Q2 2013 | Q2 2015 | 9 |
Perella Weinberg Partners Capital Management LP | 9 | 9 | 0.28% | 0.77% | 1.57% | Q2 2017 | Q2 2019 | 9 |
Euro Pacific Asset Management, LLC | 9 | 9 | 0.45% | 2.40% | 3.21% | Q4 2019 | Q4 2021 | 9 |
S.A. Mason LLC | 9 | 9 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q4 2021 | 9 |
Stonebridge Capital Advisors LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
WealthTrust Fairport, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 9 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.13% | 0.34% | Q2 2013 | Q4 2019 | 9 |
Inlet Private Wealth, LLC | 9 | 9 | 0.08% | 0.18% | 0.27% | Q4 2018 | Q4 2020 | 9 |
Lesa Sroufe & Co | 9 | 9 | 2.88% | 3.40% | 3.94% | Q2 2013 | Q2 2015 | 9 |
Cresset Asset Management, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 9 |
Richard P Slaughter Associates Inc | 9 | 9 | 0.99% | 1.43% | 1.74% | Q4 2019 | Q4 2021 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q2 2015 | 9 |
Signet Investment Advisory Group, Inc. | 5 | 4 | 0.13% | 0.70% | 1.18% | Q4 2018 | Q3 2021 | 9 |
Hayden Royal, LLC | 6 | 3 | 0.13% | 0.41% | 0.96% | Q4 2018 | Q2 2021 | 9 |
EVOKE WEALTH, LLC | 8 | 1 | 0.03% | 0.07% | 0.17% | Q3 2019 | Q4 2021 | 9 |
Center for Financial Planning, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Arkfeld Wealth Strategies, L.L.C. | 9 | 9 | 0.18% | 0.28% | 0.66% | Q4 2019 | Q4 2021 | 9 |
Mine & Arao Wealth Creation & Management, LLC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Banque Cantonale Vaudoise | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Concert Wealth Management Inc. | 9 | 9 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q3 2016 | 9 |
HARVEY INVESTMENT CO LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q2 2015 | 9 |
SHEETS SMITH WEALTH MANAGEMENT | 9 | 9 | 0.19% | 0.34% | 0.42% | Q2 2013 | Q2 2015 | 9 |
GQG Partners LLC | 9 | 9 | 0.00% | 0.10% | 0.65% | Q4 2016 | Q4 2018 | 9 |
Financial Management Professionals, Inc. | 7 | 2 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q4 2021 | 9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 9 |
THOMASPARTNERS, INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 9 |
JANUS HENDERSON GROUP PLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 7 | 2 | 0.08% | 0.18% | 0.32% | Q2 2016 | Q3 2018 | 9 |
SUMMITRY LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q3 2018 | 9 |
Arden Trust Co | 5 | 4 | 0.04% | 0.09% | 0.24% | Q2 2019 | Q4 2021 | 9 |
Elite Wealth Management, Inc. | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2012 | Q3 2014 | 9 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 8 | 0.19% | 0.30% | 0.41% | Q2 2013 | Q1 2015 | 8 |
GAGNON SECURITIES LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q4 2021 | 8 |
PVG ASSET MANAGEMENT CORP | 5 | 3 | 0.17% | 0.85% | 2.45% | Q3 2017 | Q3 2019 | 8 |
MEITAV INVESTMENT HOUSE LTD | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 8 |
Semper Trust Co. | 8 | 8 | 0.11% | 0.12% | 0.14% | Q3 2013 | Q2 2015 | 8 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5 | 3 | 0.10% | 0.13% | 0.15% | Q2 2017 | Q4 2021 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
RHUMBLINE ADVISERS | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2016 | 8 |
UNITED BANK | 8 | 8 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q4 2020 | 8 |
First American Bank | 8 | 8 | 0.20% | 0.23% | 0.27% | Q2 2013 | Q1 2015 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.67% | 0.81% | 1.06% | Q4 2015 | Q3 2017 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.13% | 0.19% | 0.21% | Q2 2013 | Q1 2015 | 8 |
DEARBORN PARTNERS LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2015 | 8 |
CVA Family Office, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Global Wealth Management Investment Advisory, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Eudaimonia Partners, LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2021 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q1 2021 | 8 |
HARVEST CAPITAL MANAGEMENT INC | 7 | 1 | 0.11% | 0.12% | 0.17% | Q2 2013 | Q2 2018 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.34% | 0.50% | 0.56% | Q4 2015 | Q3 2017 | 8 |
Retirement Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 8 |
Calamos Advisors LLC | 3 | 2 | 0.01% | 0.05% | 0.10% | Q4 2015 | Q3 2021 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
SUSQUEHANNA TRUST & INVESTMENT CO | 8 | 8 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
BANK OF NOVA SCOTIA TRUST CO | 7 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 8 |
SAGE RHINO CAPITAL LLC | 5 | 3 | 0.06% | 0.19% | 0.34% | Q1 2019 | Q4 2021 | 8 |
Onex Canada Asset Management Inc. | 5 | 1 | 0.03% | 0.62% | 1.15% | Q2 2014 | Q4 2021 | 8 |
GRATRY & Co LLC | 8 | 8 | 2.24% | 2.63% | 3.12% | Q2 2016 | Q1 2018 | 8 |
Mawer Investment Management Ltd. | 8 | 8 | 0.80% | 1.27% | 2.56% | Q2 2013 | Q1 2015 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Columbus Macro, LLC | 8 | 8 | 0.19% | 0.40% | 0.56% | Q4 2019 | Q3 2021 | 8 |
OSAIC HOLDINGS, INC. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q1 2014 | Q4 2015 | 8 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 1 | 0.01% | 0.11% | 0.35% | Q2 2014 | Q3 2018 | 8 |
Commonwealth Financial Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
FNY Investment Advisers, LLC | 2 | 2 | 0.06% | 0.67% | 1.95% | Q3 2018 | Q3 2021 | 8 |
CIBC Asset Management Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.09% | 0.32% | Q4 2016 | Q4 2021 | 8 |
Newman Dignan & Sheerar, Inc. | 8 | 8 | 0.02% | 0.16% | 0.31% | Q2 2013 | Q1 2015 | 8 |
Riverview Trust Co | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2018 | Q3 2020 | 8 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 8 |
DC Investments Management, LLC | 8 | 8 | 0.11% | 0.30% | 0.56% | Q4 2017 | Q3 2019 | 8 |
Field & Main Bank | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 8 |
Clarius Group, LLC | 5 | 3 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q1 2022 | 8 |
TPH Asset Management, LLC | 8 | 8 | 0.98% | 1.32% | 1.95% | Q1 2016 | Q4 2017 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
TRAN CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.00% | 0.40% | 1.10% | Q2 2013 | Q1 2020 | 8 |
M Holdings Securities, Inc. | 3 | 1 | 0.02% | 0.15% | 0.34% | Q4 2013 | Q1 2017 | 8 |
Selective Wealth Management, Inc. | 7 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q4 2021 | 8 |
Roble, Belko & Company, Inc | 5 | 3 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q2 2020 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 4.31% | 4.60% | 5.12% | Q2 2013 | Q1 2015 | 8 |
Avion Wealth | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.61% | 0.95% | 1.33% | Q1 2013 | Q4 2014 | 8 |
Platte River Capital LLC | 8 | 8 | 0.33% | 0.84% | 1.26% | Q4 2013 | Q3 2015 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Counsel Portfolio Services Inc. | 8 | 8 | 0.13% | 0.24% | 0.29% | Q2 2013 | Q1 2015 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 5 | 3 | 0.20% | 0.37% | 0.77% | Q4 2019 | Q4 2021 | 8 |
AMERICAN NATIONAL BANK | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 8 |
Asset Management One Co., Ltd. | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.77% | 0.84% | 0.99% | Q4 2017 | Q3 2019 | 8 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 7 | 1 | 0.00% | 0.03% | 0.03% | Q2 2013 | Q3 2018 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.09% | 0.13% | 0.17% | Q1 2018 | Q4 2019 | 8 |
Wealth Alliance Advisory Group, LLC | 8 | 8 | 0.16% | 0.21% | 0.27% | Q1 2018 | Q4 2019 | 8 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Pineno Levin & Ford Asset Management, Inc. | 8 | 8 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q1 2015 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Westwood Global Investments, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q2 2018 | 7 |
Avantax Planning Partners, Inc. | 4 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.14% | 0.19% | 0.22% | Q2 2013 | Q4 2014 | 7 |
FIDUCIARY SERVICES CORP/GA | 7 | 7 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 7 | 0.08% | 0.49% | 2.34% | Q4 2018 | Q2 2020 | 7 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q4 2020 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
UBS OCONNOR LLC | 4 | 1 | 0.00% | 0.11% | 0.25% | Q4 2014 | Q4 2021 | 7 |
CAZ INVESTMENTS LP | 5 | 1 | 0.36% | 1.49% | 2.23% | Q4 2014 | Q4 2018 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 2 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q4 2021 | 7 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 5 | 2 | 0.22% | 0.46% | 0.93% | Q2 2013 | Q4 2021 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.22% | 0.26% | 0.33% | Q2 2013 | Q4 2014 | 7 |
Lafayette Investments | 4 | 3 | 0.06% | 0.10% | 0.17% | Q2 2019 | Q4 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.13% | 0.19% | 0.22% | Q2 2013 | Q4 2014 | 7 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.06% | 0.18% | Q3 2015 | Q4 2021 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
EXCELSIA, INC. | 7 | 7 | 0.98% | 1.39% | 2.14% | Q2 2013 | Q4 2014 | 7 |
WHALEROCK POINT PARTNERS, LLC | 6 | 1 | 0.10% | 0.13% | 0.19% | Q2 2014 | Q1 2018 | 7 |
Horizon Investment Services, LLC | 7 | 7 | 0.10% | 0.14% | 0.16% | Q2 2013 | Q4 2014 | 7 |
ATLAS CAPITAL ADVISORS LLC | 6 | 1 | 0.00% | 0.08% | 0.22% | Q1 2018 | Q1 2020 | 7 |
Dominick & Dominick LLC | 7 | 7 | 1.05% | 1.22% | 1.53% | Q2 2013 | Q4 2014 | 7 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q4 2021 | 7 |
Hemenway Trust Co LLC | 6 | 1 | 0.06% | 0.08% | 0.09% | Q3 2013 | Q2 2015 | 7 |
Sanders Capital, LLC | 7 | 7 | 0.23% | 0.37% | 0.91% | Q2 2012 | Q4 2013 | 7 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 2 | 0.04% | 0.10% | 0.16% | Q2 2014 | Q1 2018 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
Risk Paradigm Group, LLC | 4 | 3 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q1 2018 | 7 |
Blue Fin Capital, Inc. | 7 | 7 | 0.17% | 0.23% | 0.28% | Q4 2013 | Q2 2015 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.08% | 0.22% | 0.40% | Q4 2013 | Q2 2015 | 7 |
SVA Wealth Management, LLC | 7 | 7 | 0.04% | 0.25% | 0.44% | Q4 2013 | Q2 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
SPX Gestao de Recursos Ltda | 5 | 1 | 2.28% | 5.39% | 13.78% | Q1 2017 | Q4 2019 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q2 2015 | 7 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.15% | 0.34% | Q1 2015 | Q1 2019 | 7 |
BTC Capital Management, Inc. | 5 | 2 | 0.03% | 0.07% | 0.11% | Q1 2019 | Q4 2021 | 7 |
Northstar Group, Inc. | 4 | 3 | 0.08% | 0.32% | 0.63% | Q4 2014 | Q4 2019 | 7 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.02% | 0.06% | 0.17% | Q3 2018 | Q4 2021 | 7 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 7 |
Stokes & Hubbell Capital Management, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q1 2019 | 7 |
NN Investment Partners Holdings N.V. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 7 |
Holocene Advisors, LP | 7 | 7 | 0.25% | 0.39% | 0.60% | Q2 2020 | Q4 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2018 | 7 |
Strategic Wealth Partners, Ltd. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Next Capital Management LLC | 4 | 1 | 0.02% | 0.15% | 0.26% | Q2 2019 | Q2 2021 | 7 |
Vanguard Personalized Indexing Management, LLC | 5 | 2 | 0.02% | 0.08% | 0.16% | Q1 2020 | Q4 2021 | 7 |
Quilter Plc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Your Advocates Ltd., LLP | 4 | 3 | 0.00% | 0.05% | 0.16% | Q1 2020 | Q4 2021 | 7 |
IEQ CAPITAL, LLC | 4 | 3 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
TCF National Bank | 7 | 7 | 0.08% | 0.27% | 0.56% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Atlas Private Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.16% | Q4 2019 | Q4 2021 | 7 |
HARRELL INVESTMENT PARTNERS, LLC | 5 | 2 | 0.09% | 0.13% | 0.24% | Q4 2019 | Q3 2021 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COMERICA SECURITIES,INC. | 4 | 3 | 0.02% | 0.07% | 0.24% | Q1 2019 | Q4 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.04% | 0.04% | Q4 2017 | Q3 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Matthew Goff Investment Advisor, LLC | 5 | 2 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q4 2021 | 7 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 2 | 0.20% | 0.33% | 0.70% | Q2 2013 | Q3 2018 | 7 |
SMITH SHELLNUT WILSON LLC /ADV | 4 | 3 | 0.16% | 0.20% | 0.24% | Q3 2017 | Q2 2019 | 7 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2021 | 7 |
ARGENT TRUST COMPANY, N.A. | 4 | 2 | 0.11% | 0.16% | 0.17% | Q2 2013 | Q3 2015 | 6 |
Stanford Investment Group, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q1 2016 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 6 |
AQR Capital Management | 5 | 1 | 0.02% | 0.07% | 0.12% | Q4 2012 | Q4 2014 | 6 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.11% | 0.15% | 0.17% | Q3 2013 | Q4 2014 | 6 |
Cypress Wealth Advisors LLC | 6 | 6 | 0.16% | 0.33% | 0.38% | Q4 2015 | Q1 2017 | 6 |
Bristol Advisors, LLC | 6 | 6 | 0.50% | 1.87% | 3.54% | Q3 2017 | Q4 2018 | 6 |
Princeton Alpha Management LP | 4 | 1 | 0.05% | 0.08% | 0.14% | Q4 2014 | Q1 2017 | 6 |
Catamount Wealth Management | 6 | 6 | 0.02% | 0.07% | 0.10% | Q4 2017 | Q1 2019 | 6 |
SEI TRUST CO | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Edge Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 6 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 1 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q3 2021 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.14% | 0.17% | 0.18% | Q3 2013 | Q4 2014 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2021 | 6 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 5 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q4 2021 | 6 |
Hilltop Holdings Inc. | 3 | 1 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q4 2021 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.02% | 0.22% | 0.41% | Q1 2014 | Q2 2015 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
DELTEC ASSET MANAGEMENT LLC | 5 | 1 | 0.20% | 1.08% | 1.78% | Q1 2016 | Q3 2018 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2019 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.37% | 0.53% | 0.89% | Q1 2018 | Q2 2019 | 6 |
CANANDAIGUA NATIONAL CORP | 5 | 1 | 0.06% | 0.17% | 0.21% | Q2 2020 | Q4 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Blackhawk Capital Partners LLC. | 6 | 6 | 1.28% | 1.73% | 2.56% | Q4 2017 | Q1 2019 | 6 |
ASSOCIATED BANC-CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 6 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.00% | 0.07% | 0.16% | Q4 2017 | Q3 2020 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.17% | 0.20% | 0.23% | Q2 2013 | Q3 2014 | 6 |
PacWest Financial Management Inc | 6 | 6 | 0.15% | 0.17% | 0.20% | Q1 2014 | Q2 2015 | 6 |
Credit Capital Investments LLC | 3 | 1 | 0.23% | 2.25% | 9.65% | Q4 2016 | Q4 2021 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.07% | 0.09% | 0.14% | Q1 2020 | Q4 2021 | 6 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 6 |
Boit C F David | 4 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2022 | 6 |
Segment Wealth Management, LLC | 4 | 1 | 0.06% | 0.08% | 0.16% | Q2 2013 | Q3 2018 | 6 |
KDI CAPITAL PARTNERS LLC | 4 | 2 | 0.40% | 1.09% | 1.94% | Q4 2017 | Q2 2019 | 6 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q1 2018 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.29% | 0.48% | 0.57% | Q2 2015 | Q3 2016 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.13% | 0.15% | 0.18% | Q3 2020 | Q4 2021 | 6 |
Aries Wealth Management | 3 | 3 | 0.08% | 0.14% | 0.19% | Q4 2017 | Q4 2021 | 6 |
Tidal Investments LLC | 5 | 1 | 0.22% | 0.27% | 0.32% | Q2 2020 | Q4 2021 | 6 |
AM INVESTMENT STRATEGIES LLC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Jacobus Wealth Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2015 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.16% | 0.39% | Q4 2018 | Q2 2021 | 6 |
Virginia National Bank | 6 | 6 | 0.13% | 0.18% | 0.23% | Q3 2018 | Q4 2019 | 6 |
BREMER TRUST NATIONAL ASSOCIATION | 5 | 1 | 0.06% | 0.12% | 0.26% | Q4 2016 | Q4 2018 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q4 2021 | 6 |
SCP Investment, LP | 3 | 1 | 0.06% | 0.78% | 1.93% | Q2 2018 | Q3 2021 | 6 |
EP Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q4 2021 | 6 |
Liberty Mutual Group Asset Management Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 6 |
Hotaling Investment Management, LLC | 5 | 1 | 0.12% | 0.16% | 0.20% | Q4 2018 | Q2 2020 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2019 | 6 |
Institute for Wealth Management, LLC. | 3 | 1 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q2 2020 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 5 | 5 | 0.02% | 0.97% | 2.08% | Q4 2013 | Q4 2014 | 6 |
Icon Wealth Partners, LLC | 6 | 6 | 0.05% | 0.14% | 0.28% | Q4 2017 | Q1 2019 | 6 |
DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 6 | 2.58% | 3.17% | 3.73% | Q1 2010 | Q2 2011 | 6 |
EDMUNDS WHITE PARTNERS LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.12% | 0.19% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Community Bank & Trust, Waco, Texas | 6 | 6 | 0.01% | 0.12% | 0.14% | Q3 2018 | Q4 2019 | 6 |
Salomon & Ludwin, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Key FInancial Inc | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.07% | 0.15% | 0.20% | Q3 2020 | Q4 2021 | 6 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Samalin Investment Counsel, LLC | 5 | 1 | 0.01% | 0.22% | 0.29% | Q4 2019 | Q4 2021 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
GIRARD PARTNERS LTD. | 3 | 1 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2018 | 6 |
VESTOR CAPITAL, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q4 2017 | 6 |
Hammer Asset Management, LLC | 6 | 6 | 1.49% | 2.28% | 2.66% | Q4 2018 | Q1 2020 | 6 |
Broadleaf Partners, LLC | 4 | 2 | 0.13% | 0.15% | 0.18% | Q4 2017 | Q2 2019 | 6 |
Insight Wealth Strategies, LLC | 6 | 6 | 0.07% | 0.14% | 0.19% | Q4 2018 | Q1 2020 | 6 |
STERLING INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.96% | 1.18% | 1.59% | Q2 2016 | Q4 2019 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2016 | 6 |
BARR E S & CO | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q2 2018 | 6 |
WESPAC Advisors SoCal, LLC | 6 | 6 | 2.98% | 3.20% | 3.35% | Q1 2018 | Q2 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.23% | 0.29% | 0.44% | Q2 2013 | Q3 2014 | 6 |
Syntal Capital Partners, LLC | 3 | 3 | 0.07% | 0.12% | 0.20% | Q1 2018 | Q3 2019 | 6 |
WHITE PINE CAPITAL LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
TSFG, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2020 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.91% | 1.68% | 1.89% | Q2 2013 | Q3 2014 | 6 |
L & S Advisors Inc | 4 | 2 | 0.17% | 0.82% | 1.42% | Q4 2017 | Q2 2019 | 6 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 6 |
Ionic Capital Management LLC | 3 | 1 | 0.05% | 0.24% | 0.52% | Q1 2014 | Q2 2018 | 6 |
FOSTER & MOTLEY INC | 5 | 1 | 0.03% | 0.08% | 0.11% | Q2 2020 | Q4 2021 | 6 |
Douglas Lane & Associates, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
ACADIA TRUST NA | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 6 |
ARMSTRONG HENRY H ASSOCIATES INC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 6 |
Northern Cross, LLC | 6 | 6 | 6.27% | 10.38% | 23.27% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
TruWealth Advisors, LLC | 5 | 5 | 0.93% | 0.99% | 1.08% | Q4 2020 | Q4 2021 | 5 |
BONNESS ENTERPRISES INC | 4 | 1 | 0.17% | 0.32% | 0.39% | Q2 2013 | Q3 2016 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
BSW Wealth Partners | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2017 | Q3 2018 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Energy Opportunities Capital Management, LLC | 4 | 1 | 1.26% | 1.97% | 2.60% | Q4 2014 | Q4 2021 | 5 |
Cooper Financial Group | 5 | 5 | 0.13% | 0.20% | 0.24% | Q4 2018 | Q4 2019 | 5 |
Essex Savings Bank | 5 | 5 | 0.11% | 0.13% | 0.15% | Q4 2018 | Q4 2019 | 5 |
Alberta Investment Management Corp | 3 | 2 | 0.02% | 0.07% | 0.10% | Q2 2014 | Q4 2016 | 5 |
Nachman Norwood & Parrott, Inc | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Venture Visionary Partners LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Canton Hathaway, LLC | 4 | 1 | 0.02% | 0.22% | 0.34% | Q3 2018 | Q3 2020 | 5 |
Radin Capital Partners Inc. | 5 | 5 | 7.04% | 8.36% | 10.46% | Q3 2018 | Q3 2019 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.12% | 0.20% | 0.26% | Q2 2019 | Q2 2020 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.12% | 0.22% | 0.36% | Q4 2016 | Q4 2017 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2020 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
Lake Point Wealth Management | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 5 |
Wolff Financial Management LLC | 5 | 5 | 0.15% | 0.24% | 0.38% | Q4 2018 | Q4 2019 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 5 | 0.12% | 0.16% | 0.23% | Q4 2018 | Q4 2019 | 5 |
WealthBridge Capital Management, LLC | 5 | 5 | 0.34% | 0.37% | 0.44% | Q4 2018 | Q4 2019 | 5 |
Rench Wealth Management, Inc. | 5 | 5 | 0.25% | 0.35% | 0.51% | Q4 2013 | Q4 2014 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.16% | 0.23% | 0.29% | Q4 2018 | Q4 2019 | 5 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.06% | 0.19% | Q2 2019 | Q2 2021 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MONETARY MANAGEMENT GROUP INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2016 | 5 |
Bison Wealth, LLC | 3 | 2 | 0.05% | 0.11% | 0.17% | Q1 2018 | Q1 2020 | 5 |
Parkwood LLC | 5 | 5 | 0.06% | 0.09% | 0.13% | Q2 2014 | Q2 2015 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2017 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Syverson Strege & Co | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Brandywine Global Investment Management, LLC | 3 | 2 | 0.00% | 0.22% | 0.54% | Q2 2013 | Q1 2020 | 5 |
BANCED CORP | 4 | 1 | 0.24% | 0.35% | 0.39% | Q2 2014 | Q3 2018 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
GLG Partners LP | 2 | 1 | 0.02% | 0.16% | 0.50% | Q2 2015 | Q2 2016 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 1 | 0.02% | 0.22% | 0.29% | Q1 2013 | Q4 2021 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Lowe Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2018 | 5 |
CHEMUNG CANAL TRUST CO | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q3 2018 | 5 |
First Eagle Investment Management, LLC | 4 | 1 | 0.00% | 0.06% | 0.30% | Q2 2016 | Q4 2021 | 5 |
Benchmark Capital Advisors | 5 | 5 | 0.17% | 0.72% | 1.16% | Q4 2017 | Q4 2018 | 5 |
SANDERS MORRIS HARRIS LLC | 4 | 1 | 0.06% | 0.11% | 0.24% | Q1 2016 | Q1 2020 | 5 |
Welch Investments, LLC | 5 | 5 | 1.24% | 1.29% | 1.34% | Q4 2016 | Q4 2017 | 5 |
Princeton Portfolio Strategies Group LLC | 3 | 2 | 0.09% | 0.11% | 0.15% | Q2 2015 | Q4 2016 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 5 | 0.93% | 1.81% | 2.29% | Q2 2013 | Q2 2014 | 5 |
Delek Group, Ltd. | 5 | 5 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q4 2018 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q1 2021 | 5 |
Tradewinds Global Investors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Bath Savings Trust Co | 5 | 5 | 0.07% | 0.09% | 0.10% | Q4 2013 | Q4 2014 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.12% | 0.14% | 0.16% | Q4 2013 | Q4 2014 | 5 |
ING GROEP NV | 4 | 1 | 0.00% | 0.37% | 0.75% | Q1 2013 | Q3 2016 | 5 |
Capital International Sarl | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 5 |
Valentine Capital Asset Management, Inc. | 5 | 5 | 1.44% | 1.83% | 2.22% | Q4 2011 | Q4 2012 | 5 |
Nicholas Investment Partners, LP | 5 | 5 | 0.12% | 0.17% | 0.20% | Q1 2017 | Q1 2018 | 5 |
Beach Investment Management, LLC. | 3 | 2 | 0.66% | 1.78% | 2.62% | Q4 2017 | Q2 2019 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2018 | 5 |
Bramshill Investments, LLC | 5 | 5 | 0.11% | 0.23% | 0.42% | Q1 2019 | Q1 2020 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.22% | 0.35% | 0.68% | Q1 2016 | Q1 2017 | 5 |
Conservest Capital Advisors, Inc. | 5 | 5 | 0.06% | 0.07% | 0.10% | Q1 2017 | Q1 2018 | 5 |
LILLEY & CO | 5 | 5 | 0.13% | 0.16% | 0.17% | Q2 2013 | Q2 2014 | 5 |
WINTRUST INVESTMENTS LLC | 4 | 1 | 0.03% | 0.06% | 0.07% | Q1 2017 | Q2 2019 | 5 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2021 | 5 |
Stone Toro Investment Advisers, LP | 3 | 2 | 0.92% | 2.36% | 4.48% | Q2 2013 | Q4 2014 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2021 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.01% | 0.20% | 0.36% | Q1 2019 | Q4 2021 | 5 |
GLOBAL STRATEGIC MANAGEMENT INC | 3 | 2 | 0.53% | 0.81% | 1.27% | Q4 2018 | Q1 2020 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Sunnymeath Asset Management, Inc. | 5 | 5 | 0.56% | 1.17% | 1.95% | Q4 2015 | Q4 2016 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 5 |
3G Capital Partners | 4 | 1 | 2.39% | 3.47% | 4.51% | Q2 2016 | Q2 2018 | 5 |
DEERE & CO | 3 | 1 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q2 2016 | 5 |
NORTHERN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.22% | 0.24% | 0.28% | Q2 2013 | Q2 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q1 2016 | 5 |
BRISTOL JOHN W & CO INC /NY/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.03% | 0.03% | Q2 2019 | Q4 2020 | 5 |
TRUST CO OF OKLAHOMA | 4 | 1 | 0.10% | 0.19% | 0.23% | Q2 2014 | Q4 2019 | 5 |
Eagle Ridge Investment Management | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 5 | 0.04% | 0.08% | 0.12% | Q1 2013 | Q1 2014 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.08% | 0.37% | Q4 2017 | Q1 2019 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.33% | 0.36% | 0.39% | Q2 2013 | Q2 2014 | 5 |
Willis Johnson & Associates, Inc. | 5 | 5 | 0.70% | 0.83% | 0.96% | Q4 2020 | Q4 2021 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
IFG Advisory, LLC | 3 | 2 | 0.04% | 0.07% | 0.08% | Q4 2017 | Q4 2019 | 5 |
Gryphon Financial Partners LLC | 3 | 1 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q2 2019 | 5 |
Freedman Financial Associates, Inc. | 5 | 5 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 5 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 5 | 0.19% | 0.24% | 0.30% | Q4 2020 | Q4 2021 | 5 |
SITTNER & NELSON, LLC | 5 | 5 | 0.12% | 0.24% | 0.35% | Q4 2020 | Q4 2021 | 5 |
Camarda Financial Advisors, LLC | 5 | 5 | 2.26% | 3.30% | 4.06% | Q4 2018 | Q4 2019 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Octavia Wealth Advisors, LLC | 5 | 5 | 0.42% | 0.48% | 0.54% | Q4 2020 | Q4 2021 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Accel Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Iron Horse Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
BANQUE PICTET & CIE SA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
CHIRON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.18% | 0.23% | 0.33% | Q3 2020 | Q3 2021 | 5 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.06% | 0.12% | Q3 2017 | Q1 2021 | 5 |
Acorn Advisory Capital L.P. | 5 | 5 | 0.94% | 1.60% | 1.83% | Q2 2018 | Q2 2019 | 5 |
Solstein Capital, LLC | 4 | 1 | 0.08% | 0.29% | 0.56% | Q2 2020 | Q4 2021 | 5 |
TFC Financial Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Johanson Financial Advisors, Inc. | 4 | 1 | 0.07% | 0.32% | 0.51% | Q4 2015 | Q4 2019 | 5 |
MARINER INVESTMENT GROUP LLC | 4 | 1 | 0.01% | 0.23% | 0.34% | Q2 2013 | Q2 2016 | 5 |
Wilson, Kemp & Associates, Inc. | 5 | 5 | 0.96% | 1.14% | 1.57% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.13% | 0.21% | 0.24% | Q4 2016 | Q4 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.37% | 0.40% | 0.44% | Q2 2013 | Q2 2014 | 5 |
Concord Wealth Partners | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Clean Yield Group | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2017 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Shelter Ins Profit Sharing | 5 | 5 | 2.72% | 2.92% | 3.29% | Q2 2013 | Q2 2014 | 5 |
Axiom Investment Management LLC | 4 | 1 | 0.01% | 0.20% | 0.30% | Q4 2018 | Q1 2021 | 5 |
Merewether Investment Management, LP | 5 | 5 | 2.95% | 3.45% | 4.47% | Q4 2020 | Q4 2021 | 5 |
Shelter Ins Retirement Plan | 5 | 5 | 2.54% | 2.71% | 3.06% | Q2 2013 | Q2 2014 | 5 |
PT ASSET MANAGEMENT, LLC | 2 | 2 | 0.21% | 0.28% | 0.35% | Q1 2016 | Q2 2016 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2015 | 4 |
K.J. Harrison & Partners Inc | 4 | 4 | 0.20% | 0.23% | 0.27% | Q4 2014 | Q3 2015 | 4 |
Eukles Asset Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.04% | 0.09% | 0.12% | Q1 2019 | Q4 2019 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Hutchin Hill Capital, LP | 4 | 4 | 0.53% | 1.60% | 3.70% | Q1 2016 | Q4 2016 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 4 |
Montecito Bank & Trust | 3 | 1 | 0.03% | 0.11% | 0.14% | Q1 2014 | Q4 2016 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2021 | 4 |
CORRADO ADVISORS, LLC | 4 | 4 | 0.34% | 0.37% | 0.42% | Q1 2013 | Q4 2013 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2021 | 4 |
G&S Capital LLC | 4 | 4 | 0.01% | 1.88% | 2.78% | Q1 2018 | Q4 2018 | 4 |
Holowesko Partners Ltd. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Raab & Moskowitz Asset Management LLC | 2 | 1 | 0.02% | 0.08% | 0.13% | Q3 2014 | Q4 2019 | 4 |
SADOFF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2018 | 4 |
Capstone Financial Advisors, Inc. | 4 | 4 | 0.16% | 0.21% | 0.23% | Q4 2013 | Q3 2014 | 4 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q4 2019 | 4 |
HOURGLASS CAPITAL, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2014 | 4 |
Realta Investment Advisors | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.16% | 0.19% | 0.22% | Q2 2014 | Q1 2015 | 4 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 4 |
Mount Yale Investment Advisors, LLC | 4 | 4 | 0.06% | 0.11% | 0.20% | Q1 2018 | Q4 2018 | 4 |
Pathway Financial Advisors LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q4 2019 | 4 |
Grove Bank & Trust | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Stokes Family Office, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2021 | 4 |
Fulcrum Capital LLC | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Freedom Day Solutions, LLC | 4 | 4 | 0.66% | 0.72% | 0.75% | Q4 2017 | Q3 2018 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 3 | 1 | 0.04% | 0.10% | 0.15% | Q2 2014 | Q3 2018 | 4 |
Alhambra Investment Management LLC | 4 | 4 | 0.23% | 0.24% | 0.26% | Q1 2021 | Q4 2021 | 4 |
COERENTE CAPITAL MANAGEMENT | 4 | 4 | 0.24% | 0.38% | 0.47% | Q1 2021 | Q4 2021 | 4 |
Fiduciary Group LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
CONNING INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.38% | 2.08% | 3.72% | Q2 2013 | Q1 2016 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.06% | 0.10% | 0.14% | Q2 2016 | Q1 2017 | 4 |
Independence Trust CO | 3 | 1 | 0.23% | 0.33% | 0.54% | Q4 2016 | Q4 2017 | 4 |
Lester Murray Antman dba SimplyRich | 4 | 4 | 0.10% | 0.11% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q4 2020 | 4 |
Red Door Wealth Management, LLC | 3 | 1 | 0.03% | 0.11% | 0.24% | Q4 2019 | Q2 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q4 2021 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.03% | 0.06% | 0.07% | Q2 2016 | Q1 2017 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.08% | 0.21% | 0.31% | Q2 2013 | Q1 2014 | 4 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 4 | 4 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.01% | 0.05% | 0.17% | Q1 2021 | Q4 2021 | 4 |
MAVERICK CAPITAL LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Santa Fe Partners LLC | 2 | 2 | 0.08% | 0.23% | 0.49% | Q2 2013 | Q2 2014 | 4 |
ICONIQ Capital, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 4 |
Spire Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Wilmington Funds Management Corp | 4 | 4 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q2 2014 | 4 |
Piscataqua Savings Bank | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Principle Wealth Partners LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Aldebaran Financial Inc. | 4 | 4 | 0.31% | 0.32% | 0.33% | Q4 2013 | Q3 2014 | 4 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 4 |
SNOW CAPITAL MANAGEMENT LP | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q4 2018 | 4 |
Sound View Wealth Advisors Group, LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Aristotle Capital Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
CHOREO, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q1 2017 | 4 |
Mizuho Trust & Banking Co., Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2016 | Q2 2017 | 4 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.08% | 0.30% | 0.48% | Q4 2016 | Q2 2018 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q4 2016 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 3 | 1 | 0.00% | 0.16% | 0.64% | Q2 2013 | Q4 2016 | 4 |
Summit Global Investments | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q4 2019 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.32% | 0.35% | 0.39% | Q4 2016 | Q3 2017 | 4 |
tru Independence LLC | 4 | 4 | 0.04% | 0.07% | 0.08% | Q4 2019 | Q3 2020 | 4 |
Claar Advisors LLC | 4 | 4 | 3.41% | 4.47% | 5.08% | Q1 2017 | Q4 2017 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Hudson Portfolio Management LLC | 4 | 4 | 0.50% | 0.53% | 0.58% | Q1 2021 | Q4 2021 | 4 |
Family Firm, Inc. | 3 | 1 | 0.08% | 0.11% | 0.13% | Q4 2014 | Q3 2017 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 4 |
RBO & CO LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.11% | 0.26% | 0.48% | Q1 2018 | Q4 2021 | 4 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2013 | Q1 2014 | 4 |
SPROTT INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Port Capital LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q2 2019 | 4 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 4 |
Horizon Investments, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q2 2018 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.17% | 0.26% | Q3 2016 | Q3 2018 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.07% | 0.11% | 0.15% | Q1 2017 | Q3 2018 | 4 |
FORA Capital, LLC | 2 | 1 | 0.05% | 0.24% | 0.64% | Q4 2019 | Q3 2021 | 4 |
HBC Financial Services, PLLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2020 | 4 |
Capital International, Inc./CA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
STABLEFORD CAPITAL II LLC | 3 | 1 | 0.66% | 1.10% | 1.34% | Q2 2020 | Q3 2021 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.28% | 0.32% | 0.34% | Q1 2019 | Q4 2019 | 4 |
Horan Securities, Inc. | 3 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 4 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.19% | 0.24% | Q4 2018 | Q3 2019 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.46% | 0.52% | 0.60% | Q1 2019 | Q4 2019 | 4 |
Lebenthal Holdings,LLC | 2 | 2 | 0.05% | 0.14% | 0.26% | Q4 2014 | Q2 2016 | 4 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2020 | 4 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2018 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2015 | 4 |
Windsor Financial Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q3 2014 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2017 | Q3 2017 | 4 |
Falcon Wealth Planning | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Shulman DeMeo Asset Management LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2019 | Q4 2019 | 4 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q1 2021 | 4 |
EXANE DERIVATIVES | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 3 |
CIDEL ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Pegasus Partners Ltd. | 2 | 1 | 0.04% | 0.09% | 0.12% | Q2 2015 | Q4 2017 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 3 |
BP CAPITAL FUND ADVISORS, LLC | 3 | 3 | 0.36% | 0.88% | 1.14% | Q2 2019 | Q4 2019 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Truvvo Partners LLC | 3 | 3 | 0.89% | 1.89% | 2.66% | Q2 2016 | Q4 2016 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CG Asset Management LLC | 2 | 1 | 0.09% | 0.09% | 0.10% | Q4 2013 | Q3 2014 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Lodge Hill Capital, LLC | 3 | 3 | 2.64% | 3.20% | 3.86% | Q2 2021 | Q4 2021 | 3 |
TVR Capital Management LP | 2 | 1 | 2.23% | 3.96% | 6.78% | Q2 2017 | Q1 2018 | 3 |
Notis-McConarty Edward | 3 | 3 | 0.17% | 0.18% | 0.18% | Q4 2013 | Q2 2014 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q2 2016 | Q1 2017 | 3 |
Knights of Columbus Asset Advisors LLC | 2 | 1 | 0.00% | 0.45% | 0.94% | Q1 2017 | Q1 2020 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
First Bank & Trust | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 3 |
Vantage Financial Partners Ltd., Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2018 | Q2 2019 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
RB Capital Management, LLC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q4 2017 | Q2 2018 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.37% | 0.41% | 0.44% | Q1 2019 | Q3 2019 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.08% | 0.12% | 0.16% | Q3 2018 | Q2 2019 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.16% | 0.22% | 0.24% | Q2 2021 | Q4 2021 | 3 |
KCS Wealth Advisory | 2 | 1 | 0.10% | 0.25% | 0.38% | Q4 2017 | Q3 2019 | 3 |
Doyle Wealth Management | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2020 | 3 |
PDT Partners, LLC | 2 | 1 | 0.16% | 0.19% | 0.25% | Q2 2014 | Q3 2015 | 3 |
FNY Partners Fund LP | 2 | 1 | 0.05% | 0.18% | 0.32% | Q4 2016 | Q4 2017 | 3 |
Airain ltd | 1 | 1 | 0.12% | 0.13% | 0.14% | Q3 2015 | Q1 2017 | 3 |
ABNER HERRMAN & BROCK LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2014 | Q3 2014 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.11% | 0.15% | Q3 2016 | Q3 2018 | 3 |
Ferris Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Redwood Investment Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Aviance Capital Partners, LLC | 3 | 3 | 0.26% | 0.32% | 0.38% | Q4 2013 | Q2 2014 | 3 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.18% | 0.52% | Q4 2016 | Q3 2018 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.21% | 0.27% | 0.34% | Q1 2020 | Q3 2020 | 3 |
Signature Financial Management, Inc. | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2018 | Q3 2018 | 3 |
Shilanski & Associates, Inc. | 3 | 3 | 1.31% | 1.38% | 1.46% | Q2 2019 | Q4 2019 | 3 |
Cito Capital Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Financial Advisory Group | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 3 |
Gemsstock Ltd. | 3 | 3 | 4.85% | 8.27% | 11.59% | Q2 2021 | Q4 2021 | 3 |
STANSBERRY ASSET MANAGEMENT, LLC | 3 | 3 | 0.34% | 0.41% | 0.46% | Q4 2017 | Q2 2018 | 3 |
Candriam S.C.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Tower View Wealth Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.12% | 0.17% | 0.24% | Q2 2016 | Q4 2016 | 3 |
Qube Research & Technologies Ltd | 1 | 1 | 0.02% | 0.08% | 0.12% | Q4 2019 | Q4 2021 | 3 |
J. W. Coons Advisors, LLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q1 2021 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q1 2019 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q1 2019 | 3 |
ISLAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.43% | 0.70% | Q4 2019 | Q2 2020 | 3 |
West Branch Capital LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.18% | 0.21% | 0.25% | Q2 2013 | Q4 2013 | 3 |
10-15 ASSOCIATES, INC. | 3 | 3 | 2.65% | 2.76% | 2.92% | Q2 2013 | Q4 2013 | 3 |
Homrich & Berg | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2021 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Astenbeck Capital Management LLC | 3 | 3 | 7.33% | 7.58% | 7.90% | Q2 2013 | Q4 2013 | 3 |
Forester Capital Management, LTD | 3 | 3 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q2 2019 | 3 |
CSat Investment Advisory, L.P. | 2 | 1 | 0.05% | 0.19% | 0.28% | Q4 2019 | Q3 2020 | 3 |
Jackson Hole Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2019 | Q3 2019 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 3 |
WMS Partners, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q1 2020 | 3 |
Nexus Investment Management ULC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.27% | 0.55% | Q3 2019 | Q2 2020 | 3 |
Paulson & Co. | 3 | 3 | 1.27% | 1.52% | 1.96% | Q2 2021 | Q4 2021 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Randolph Co Inc | 2 | 1 | 2.87% | 3.13% | 3.40% | Q1 2019 | Q4 2019 | 3 |
WCG Management, L.P. | 3 | 3 | 1.30% | 2.08% | 3.27% | Q2 2013 | Q4 2013 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2015 | Q4 2015 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.15% | 0.17% | 0.19% | Q2 2019 | Q1 2020 | 3 |
Williams Jones Wealth Management, LLC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
COWEN INC. | 2 | 2 | 0.00% | 0.20% | 0.37% | Q2 2018 | Q3 2018 | 3 |
Brookfield Asset Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Xcel Wealth Management, LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2019 | Q3 2019 | 3 |
Americana Partners, LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q4 2021 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Greenwich Investment Management, Inc. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2013 | Q2 2014 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q2 2020 | 3 |
Intrua Financial, LLC | 2 | 1 | 0.05% | 0.07% | 0.11% | Q2 2020 | Q4 2021 | 3 |
FCG ADVISORS, LLC | 1 | 1 | 0.07% | 0.13% | 0.18% | Q2 2014 | Q2 2016 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
COWA, LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q4 2021 | 3 |
SAX WEALTH ADVISORS, LLC | 3 | 3 | 0.05% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
CHILDRESS CAPITAL ADVISORS, LLC | 3 | 3 | 0.26% | 0.26% | 0.27% | Q1 2021 | Q3 2021 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Corsicana & Co. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Cowen Prime Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CQS (US), LLC | 2 | 1 | 0.12% | 0.22% | 0.32% | Q3 2020 | Q2 2021 | 3 |
GAM Holding AG | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q3 2019 | 3 |
MCRAE CAPITAL MANAGEMENT INC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2013 | Q2 2014 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.04% | 0.10% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Ally Financial Inc. | 3 | 3 | 0.47% | 0.53% | 0.57% | Q2 2013 | Q4 2013 | 3 |
INSTITUTIONAL CAPITAL LLC | 3 | 3 | 4.05% | 4.14% | 4.30% | Q2 2016 | Q4 2016 | 3 |
FIRST MERCHANTS CORP | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q1 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q4 2018 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q4 2019 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2018 | Q2 2019 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
IMS Capital Management | 2 | 1 | 0.00% | 0.16% | 0.24% | Q2 2013 | Q3 2018 | 3 |
CHILTON INVESTMENT CO INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Amundi | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.20% | 0.54% | Q2 2013 | Q4 2013 | 3 |
Kidder Stephen W | 3 | 3 | 0.10% | 0.11% | 0.13% | Q3 2014 | Q1 2015 | 3 |
HARRIS ASSOCIATES L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 2 | 1 | 0.14% | 0.14% | 0.15% | Q2 2014 | Q3 2017 | 3 |
MARSHALL & SULLIVAN INC /WA/ | 3 | 3 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q4 2020 | 3 |
CHELSEA COUNSEL CO | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q2 2014 | 3 |
NOESIS CAPITAL MANGEMENT CORP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q4 2019 | 3 |
NatWest Group plc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
CUMBERLAND ADVISORS INC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
FORT PITT CAPITAL GROUP INC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q4 2013 | 3 |
LEUTHOLD GROUP, LLC | 2 | 1 | 0.12% | 0.26% | 0.51% | Q2 2013 | Q4 2021 | 3 |
VIKING FUND MANAGEMENT LLC | 3 | 3 | 0.02% | 0.06% | 0.15% | Q4 2016 | Q2 2017 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
FIELDPOINT PRIVATE ADVISORS, INC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q2 2013 | Q4 2013 | 3 |
PROFESSIONAL ADVISORY SERVICES INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2014 | Q4 2014 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.16% | 0.16% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Sand Hill Global Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q4 2019 | 3 |
BRAVE ASSET MANAGEMENT INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q2 2015 | 3 |
CARLSON CAPITAL L P | 2 | 1 | 0.14% | 0.25% | 0.40% | Q2 2013 | Q3 2018 | 3 |
LVM CAPITAL MANAGEMENT LTD/MI | 3 | 3 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q4 2013 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.11% | 0.17% | Q4 2016 | Q4 2019 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q4 2016 | 3 |
Maven Securities LTD | 3 | 3 | 0.12% | 0.16% | 0.19% | Q2 2018 | Q4 2018 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.08% | 0.19% | 0.26% | Q4 2016 | Q2 2019 | 3 |
TCG Advisors, LP | 2 | 1 | 0.14% | 0.17% | 0.20% | Q1 2019 | Q4 2019 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 0.29% | 0.32% | 0.34% | Q4 2014 | Q2 2015 | 3 |
FormulaFolio Investments, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 3 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 2 |
SOUND SHORE MANAGEMENT INC /CT/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SMITH HAYES Advisers, Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2015 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q1 2018 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.27% | 0.29% | 0.32% | Q1 2019 | Q2 2019 | 2 |
Herold Advisors, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q2 2014 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Buckley Wealth Management, LLC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q3 2018 | Q1 2020 | 2 |
Overbrook Management Corp | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.46% | 0.47% | 0.48% | Q2 2013 | Q3 2013 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
CWS Financial Advisors, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q4 2019 | Q1 2020 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.13% | 0.18% | 0.23% | Q3 2015 | Q3 2016 | 2 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 2 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2019 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Diligent Investors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2019 | Q2 2019 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q2 2019 | 2 |
Tibra Equities Europe Ltd | 2 | 2 | 1.17% | 1.86% | 2.54% | Q1 2018 | Q2 2018 | 2 |
COMERICA SECURITIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q4 2018 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.18% | 0.19% | 0.21% | Q3 2014 | Q4 2014 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
MILESTONE WEALTH, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.15% | 0.29% | 0.42% | Q4 2018 | Q2 2019 | 2 |
Capital Advantage, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2014 | Q3 2014 | 2 |
Nuveen Asset Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Manifold Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.15% | 0.35% | 0.55% | Q4 2010 | Q4 2014 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.94% | 0.94% | 0.95% | Q4 2013 | Q1 2014 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q2 2020 | 2 |
Cordasco Financial Network | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.50% | 0.51% | 0.52% | Q1 2015 | Q2 2015 | 2 |
ARS Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2016 | Q3 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q3 2013 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.16% | 0.79% | 1.42% | Q4 2015 | Q2 2016 | 2 |
Clarus Group, Inc. | 2 | 2 | 0.71% | 0.74% | 0.78% | Q3 2021 | Q4 2021 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
KHP Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
First Trust Direct Indexing L.P. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
ABSHER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.18% | 0.30% | Q3 2021 | Q4 2021 | 2 |
DUDLEY & SHANLEY, INC. | 2 | 2 | 3.21% | 4.48% | 5.75% | Q2 2018 | Q3 2018 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2021 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2021 | Q2 2021 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q4 2014 | 2 |
Cambrian Capital Limited Partnership | 1 | 1 | 0.26% | 1.36% | 2.46% | Q2 2013 | Q3 2017 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
West Coast Financial LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q4 2016 | 2 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 2 |
Appaloosa LP | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Heritage Way Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2017 | Q4 2017 | 2 |
WOODBURN R ROBERT JR | 2 | 2 | 0.25% | 0.27% | 0.30% | Q4 2012 | Q1 2013 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Waldron Private Wealth LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
SignalPoint Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q3 2014 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CAPITAL INTERNATIONAL LTD /CA/ | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2013 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Invictus RG | 2 | 2 | 0.05% | 0.12% | 0.19% | Q4 2015 | Q1 2016 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 0.24% | 0.29% | 0.34% | Q2 2013 | Q3 2013 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q2 2021 | Q4 2021 | 2 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.13% | 0.26% | Q3 2018 | Q4 2019 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
Game Creek Capital, LP | 2 | 2 | 0.59% | 0.84% | 1.09% | Q3 2021 | Q4 2021 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q3 2013 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Wallace Capital Management Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q2 2014 | 2 |
Gruss & Co., LLC | 2 | 2 | 3.24% | 3.27% | 3.30% | Q2 2013 | Q3 2013 | 2 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Douglas C. Lane & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.43% | 0.47% | 0.51% | Q1 2020 | Q4 2020 | 2 |
Coastal Bridge Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Aventail Capital Group, LP | 1 | 1 | 1.35% | 1.50% | 1.65% | Q4 2020 | Q4 2021 | 2 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.10% | 0.19% | Q2 2018 | Q1 2019 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
NORRIS PERNE & FRENCH LLP/MI | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q2 2020 | 2 |
StellarOne CORP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q4 2014 | 2 |
Fusion Capital, LLC | 2 | 2 | 1.62% | 1.86% | 2.11% | Q4 2019 | Q1 2020 | 2 |
Elm Ridge Management, LLC | 2 | 2 | 2.71% | 2.87% | 3.03% | Q4 2014 | Q1 2015 | 2 |
EVERENCE CAPITAL MANAGEMENT INC | 2 | 2 | 0.73% | 0.78% | 0.82% | Q2 2013 | Q3 2013 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SIR Capital Management, L.P. | 1 | 1 | 0.23% | 2.96% | 5.69% | Q2 2013 | Q3 2015 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 2 |
Cottage Street Advisors LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Haverford Financial Services, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2013 | Q4 2013 | 2 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q1 2020 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2019 | Q1 2021 | 2 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Pendal Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.15% | 0.29% | Q1 2017 | Q3 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Sicart Associates LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2019 | Q4 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.02% | 0.16% | 0.30% | Q4 2019 | Q3 2021 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.22% | 0.26% | 0.29% | Q4 2018 | Q1 2019 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.10% | 0.50% | 0.90% | Q4 2020 | Q3 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.38% | 0.38% | 0.38% | Q2 2013 | Q3 2013 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Centenus Global Management, LP | 2 | 2 | 1.30% | 1.45% | 1.59% | Q3 2018 | Q4 2018 | 2 |
qPULA Trading Management LP | 2 | 2 | 1.44% | 1.47% | 1.50% | Q3 2021 | Q4 2021 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q3 2018 | Q2 2019 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
ACIMA PRIVATE WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.40% | 0.45% | 0.50% | Q4 2014 | Q1 2015 | 2 |
GeoSphere Capital Management, LLC | 2 | 2 | 2.62% | 2.81% | 3.00% | Q2 2016 | Q3 2016 | 2 |
Maple Capital Management, Inc. | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q1 2015 | 2 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q1 2017 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.23% | 0.25% | 0.28% | Q4 2019 | Q1 2020 | 2 |
SAROFIM FAYEZ | 1 | 1 | 1.37% | 1.46% | 1.56% | Q4 2012 | Q3 2013 | 2 |
DECADE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.35% | 0.57% | 0.80% | Q1 2015 | Q2 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2019 | Q3 2019 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.10% | 0.16% | 0.23% | Q1 2014 | Q3 2015 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Wambolt & Associates, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2019 | Q3 2019 | 2 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2021 | 2 |
First National Bank of Mount Dora, Trust Investment Services | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2017 | Q2 2017 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
BMI CAPITAL CORP | 2 | 2 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q3 2013 | 2 |
South Dakota Investment Council | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.23% | 0.29% | 0.35% | Q1 2019 | Q4 2020 | 2 |
abrdn Investment Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.20% | 0.25% | 0.29% | Q3 2021 | Q4 2021 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2016 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.06% | 0.22% | 0.37% | Q4 2015 | Q2 2021 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sepio Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.47% | 0.47% | 0.48% | Q4 2015 | Q1 2016 | 2 |
BRIGADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q4 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2013 | Q2 2013 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2014 | Q2 2014 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2017 | Q1 2017 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Gator Capital Management, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2017 | Q4 2017 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2013 | Q4 2013 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
S.A.C. GLOBAL INVESTORS, LLP | 1 | 1 | 3.90% | 3.90% | 3.90% | Q2 2013 | Q2 2013 | 1 |
KING INVESTMENT ADVISORS INC/TX | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Herring Creek Capital Management, LLC | 1 | 1 | 7.48% | 7.48% | 7.48% | Q3 2014 | Q3 2014 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
East Coast Asset Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Cadence Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
Elgethun Capital Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
MARSHWINDS ADVISORY CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
BEDDOW CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
STRS OHIO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 6.14% | 6.14% | 6.14% | Q1 2018 | Q1 2018 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2018 | Q3 2018 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
OTA LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q2 2014 | Q2 2014 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2014 | Q1 2014 | 1 |
SALEM CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
PLATINUM INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2014 | Q1 2014 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2017 | Q3 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2018 | Q3 2018 | 1 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
BERKLEY W R CORP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Precocity Capital LP | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2018 | Q3 2018 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2013 | Q2 2013 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Hartree Partners, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2020 | Q2 2020 | 1 |
SUFFOLK CAPITAL MANAGEMENT LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2017 | Q4 2017 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2013 | Q2 2013 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Crossvault Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2014 | Q3 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Cooperatieve Rabobank U.A. | 1 | 1 | 45.88% | 45.88% | 45.88% | Q4 2017 | Q4 2017 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Point Break Capital Management, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2020 | Q1 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 1 | 1 | 1.57% | 1.57% | 1.57% | Q4 2013 | Q4 2013 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ArchPoint Investors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Breithorn Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
PUBLIC INVESTMENT FUND | 1 | 1 | 4.95% | 4.95% | 4.95% | Q1 2020 | Q1 2020 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Atwater Malick LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Invenomic Capital Management LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2019 | Q4 2019 | 1 |
ORBIS HOLDINGS LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Cowen Investment Management LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2019 | Q3 2019 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2021 | Q3 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2020 | Q1 2020 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 5.33% | 5.33% | 5.33% | Q4 2016 | Q4 2016 | 1 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
REINHART PARTNERS, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Yaupon Capital Management LP | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2021 | Q4 2021 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PointState Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Aurora Investment Managers, LLC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Strategic Wealth Management Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2013 | Q2 2013 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPRENG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
GSB Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Element Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Orca Investment Management, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2015 | Q2 2015 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2019 | Q4 2019 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Manikay Partners, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2013 | Q3 2013 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wills Financial Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
MATRIX ASSET ADVISORS INC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Tri-Star Advisors Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Mechanics Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ironsides Partners LLC | 1 | 1 | 3.96% | 3.96% | 3.96% | Q1 2018 | Q1 2018 | 1 |
Sourcerock Group LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
XTX Topco Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Price Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ADE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2021 | Q1 2021 | 1 |
Tacita Capital Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
YOUSIF CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EMFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
UBP Investment Advisors SA | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Invst, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WHV Investments, Inc. | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2016 | Q1 2016 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FOREFRONT WEALTH MANAGEMENT INC. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
Hedges Asset Management LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2021 | Q4 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
City State Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Concorde Financial Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Tevis Investment Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Senator Investment Group LP | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2017 | Q4 2017 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Leonetti & Associates, LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q2 2018 | Q2 2018 | 1 |
Loeb Offshore Management LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2013 | Q4 2013 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MONARCH CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIL Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
EQUITABLE TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Deep Basin Capital LP | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2020 | Q4 2020 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Anchor Bolt Capital, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2016 | Q2 2016 | 1 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2021 | Q2 2021 | 1 |
IBERIABANK CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Heritage Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Energy Income Partners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Laurel Grove Capital, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2018 | Q2 2018 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2016 | Q1 2016 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2016 | Q4 2016 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
King Wealth Management Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own ROYAL DUTCH SHELL PLC or have owned ROYAL DUTCH SHELL PLC in the past.