Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 113 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 99 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 99 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 94 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 86 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 78 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 59 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 50 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 47 | 47 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q2 2022 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.03% | 0.12% | Q1 2012 | Q3 2023 | 47 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 45 |
GLENMEDE TRUST CO NA | 42 | 3 | 0.00% | 0.01% | 0.08% | Q1 2007 | Q3 2023 | 45 |
BRANDES INVESTMENT PARTNERS, LP | 44 | 44 | 0.53% | 1.59% | 2.73% | Q4 2012 | Q3 2023 | 44 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 44 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 14 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q3 2023 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
Mirae Asset Global Investments Co., Ltd. | 23 | 3 | 0.00% | 0.03% | 0.12% | Q4 2011 | Q3 2023 | 43 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.68% | 0.94% | 1.31% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.08% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.06% | 0.20% | 0.41% | Q2 2013 | Q3 2023 | 42 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q1 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.06% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.07% | 0.22% | 0.38% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.08% | 0.26% | 0.62% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.12% | 0.25% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FOUNDATION RESOURCE MANAGEMENT INC | 42 | 42 | 1.86% | 2.85% | 3.86% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.39% | 0.93% | 1.71% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.70% | 1.04% | 1.46% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.08% | 0.40% | Q2 2013 | Q3 2023 | 42 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.42% | 1.13% | 2.04% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.26% | 0.72% | 1.22% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.14% | 1.07% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
JACOBS & CO/CA | 42 | 42 | 0.04% | 0.16% | 0.50% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.02% | 0.17% | 0.66% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Mondrian Investment Partners LTD | 42 | 42 | 0.50% | 1.22% | 1.97% | Q2 2013 | Q3 2023 | 42 |
Wallace Capital Management Inc. | 42 | 42 | 0.84% | 1.07% | 1.61% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CORDA Investment Management, LLC. | 42 | 42 | 0.46% | 2.45% | 4.39% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.04% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 1.54% | 2.35% | 3.06% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.08% | 0.60% | Q2 2013 | Q3 2023 | 42 |
American Assets Investment Management, LLC | 42 | 42 | 0.22% | 0.46% | 0.90% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Morningstar Investment Services LLC | 42 | 42 | 0.11% | 0.47% | 0.80% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.21% | 0.52% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.03% | 0.14% | 0.51% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 42 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.05% | 0.10% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Janney Capital Management LLC | 30 | 11 | 0.00% | 0.87% | 1.17% | Q2 2013 | Q3 2023 | 41 |
Ledyard National Bank | 41 | 41 | 0.01% | 0.33% | 0.60% | Q3 2013 | Q3 2023 | 41 |
Vigilant Capital Management, LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
GFS Advisors, LLC | 41 | 41 | 0.14% | 0.43% | 1.24% | Q3 2013 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 41 | 41 | 0.00% | 0.03% | 0.13% | Q1 2013 | Q1 2023 | 41 |
Garrison Asset Management, LLC | 37 | 4 | 0.14% | 0.29% | 0.64% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.01% | 0.19% | 0.80% | Q2 2013 | Q3 2023 | 41 |
GUARDIAN CAPITAL LP | 36 | 5 | 0.06% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 41 |
Cardinal Capital Management | 41 | 41 | 0.29% | 0.68% | 0.90% | Q3 2013 | Q3 2023 | 41 |
JARISLOWSKY, FRASER Ltd | 29 | 12 | 0.01% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.16% | 0.56% | 1.46% | Q4 2013 | Q3 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 0.11% | 0.43% | 1.23% | Q4 2013 | Q3 2023 | 40 |
SHUFRO ROSE & CO LLC | 39 | 1 | 0.02% | 0.03% | 0.09% | Q3 2012 | Q4 2022 | 40 |
CIBC WORLD MARKET INC. | 39 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 38 | 2 | 0.01% | 0.11% | 0.63% | Q2 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.09% | 0.36% | 0.83% | Q4 2013 | Q3 2023 | 40 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 40 | 40 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2023 | 40 |
BOKF, NA | 25 | 6 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 40 |
First Light Asset Management, LLC | 40 | 40 | 0.02% | 0.12% | 1.92% | Q4 2013 | Q3 2023 | 40 |
JNBA Financial Advisors | 20 | 20 | 0.02% | 0.07% | 0.20% | Q3 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.02% | 0.05% | 0.50% | Q4 2013 | Q3 2023 | 40 |
DAVENPORT & Co LLC | 26 | 14 | 0.01% | 0.15% | 0.70% | Q2 2013 | Q3 2023 | 40 |
Johnson Financial Group, Inc. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.06% | 0.11% | 0.25% | Q4 2013 | Q3 2023 | 40 |
JAMES INVESTMENT RESEARCH INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
Essex Financial Services, Inc. | 33 | 3 | 0.02% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 40 |
STATE STREET CORP | 34 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2022 | 39 |
BENNICAS & ASSOCIATES, INC. | 39 | 39 | 0.58% | 0.96% | 1.34% | Q2 2013 | Q4 2022 | 39 |
GUGGENHEIM CAPITAL LLC | 38 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 39 |
D.A. DAVIDSON & CO. | 22 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 39 |
STEPHENS INC /AR/ | 22 | 17 | 0.01% | 0.11% | 0.46% | Q2 2013 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 36 | 3 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q3 2023 | 39 |
TORONTO DOMINION BANK | 26 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 39 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2022 | 38 |
Epoch Investment Partners, Inc. | 37 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 38 |
MANAGED ASSET PORTFOLIOS, LLC | 38 | 38 | 1.81% | 4.88% | 6.83% | Q2 2014 | Q3 2023 | 38 |
TRUIST FINANCIAL CORP | 22 | 16 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 38 |
Rehmann Capital Advisory Group | 23 | 1 | 0.03% | 0.08% | 0.26% | Q1 2010 | Q3 2023 | 38 |
MEEDER ASSET MANAGEMENT INC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
Catalyst Capital Advisors LLC | 38 | 38 | 0.06% | 0.16% | 0.40% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2022 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 38 |
Moors & Cabot, Inc. | 38 | 38 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 38 |
Perkins Coie Trust Co | 37 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
PARSONS CAPITAL MANAGEMENT INC/RI | 20 | 17 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 37 |
BLAIR WILLIAM & CO/IL | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 37 |
ROTHSCHILD INVESTMENT LLC /IL | 37 | 37 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2022 | 37 |
ALLIANCEBERNSTEIN L.P. | 29 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Foyston, Gordon, & Payne Inc | 20 | 8 | 0.20% | 0.60% | 0.94% | Q3 2013 | Q3 2023 | 37 |
BEACON FINANCIAL GROUP | 37 | 37 | 0.10% | 0.50% | 1.06% | Q3 2014 | Q3 2023 | 37 |
FIRST FINANCIAL CORP /IN/ | 31 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 36 | 36 | 0.01% | 1.24% | 2.18% | Q2 2013 | Q1 2022 | 36 |
ClearBridge Investments | 20 | 16 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.07% | 0.13% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.03% | 0.19% | 0.40% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
Thomasville National Bank | 27 | 9 | 0.20% | 0.29% | 0.43% | Q2 2014 | Q3 2023 | 36 |
BALYASNY ASSET MANAGEMENT L.P. | 20 | 1 | 0.00% | 0.12% | 0.49% | Q4 2015 | Q2 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.01% | 0.06% | 0.18% | Q4 2014 | Q3 2023 | 36 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.12% | 0.21% | 0.32% | Q4 2014 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q1 2022 | 36 |
MILLENNIUM MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.10% | Q1 2014 | Q3 2023 | 35 |
MOTCO | 28 | 2 | 0.00% | 0.17% | 0.35% | Q2 2013 | Q3 2023 | 35 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.08% | Q4 2015 | Q4 2022 | 35 |
Cetera Advisor Networks LLC | 20 | 15 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 35 |
OLD NATIONAL BANCORP /IN/ | 25 | 10 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 35 |
CIBC Asset Management Inc | 21 | 14 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 35 |
HSBC HOLDINGS PLC | 14 | 4 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 35 |
LINCLUDEN MANAGEMENT LTD | 35 | 35 | 0.01% | 0.33% | 1.84% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Court Place Advisors, LLC | 35 | 35 | 0.09% | 0.38% | 0.80% | Q4 2013 | Q2 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q4 2021 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.04% | 0.07% | 0.11% | Q1 2015 | Q3 2023 | 35 |
BlackRock Inc. | 28 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.07% | 0.20% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.11% | 0.57% | Q2 2015 | Q3 2023 | 34 |
Keystone Financial Planning, Inc. | 30 | 3 | 0.35% | 0.75% | 1.20% | Q4 2013 | Q3 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.05% | 0.15% | 0.51% | Q2 2013 | Q2 2021 | 33 |
LSV ASSET MANAGEMENT | 33 | 33 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
MONETARY MANAGEMENT GROUP INC | 25 | 8 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 33 |
BTC Capital Management, Inc. | 33 | 33 | 0.04% | 0.09% | 0.19% | Q3 2015 | Q3 2023 | 33 |
Cornerstone Investment Partners, LLC | 33 | 33 | 0.01% | 0.08% | 2.07% | Q2 2013 | Q2 2021 | 33 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 19 | 14 | 0.00% | 0.54% | 1.31% | Q2 2013 | Q3 2023 | 33 |
CYPRESS ASSET MANAGEMENT INC/TX | 20 | 13 | 0.16% | 0.37% | 0.65% | Q2 2013 | Q2 2023 | 33 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 33 |
AMERICAN CENTURY COMPANIES INC | 22 | 11 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 33 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 33 |
MCF Advisors LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q4 2011 | Q3 2023 | 32 |
Allianz Asset Management GmbH | 15 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 32 |
Smithfield Trust Co | 25 | 2 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.06% | 0.21% | 0.52% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.13% | 0.50% | Q1 2016 | Q4 2023 | 32 |
CULLEN/FROST BANKERS, INC. | 19 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Veritable, L.P. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2023 | 32 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 32 | 32 | 0.23% | 0.70% | 1.14% | Q2 2013 | Q1 2021 | 32 |
JANUS HENDERSON GROUP PLC | 26 | 6 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 32 |
Sandy Spring Bank | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
INTRUST BANK NA | 15 | 6 | 0.07% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 32 |
Freestone Capital Holdings, LLC | 27 | 5 | 0.02% | 0.21% | 0.65% | Q2 2013 | Q2 2022 | 32 |
PEAK6 Group LLC | 8 | 5 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
PEOPLES FINANCIAL SERVICES CORP. | 17 | 6 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 31 |
COMMERCE BANK | 27 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Tekla Capital Management LLC | 31 | 31 | 0.14% | 0.34% | 0.72% | Q4 2015 | Q2 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.15% | 0.23% | 0.36% | Q2 2013 | Q4 2020 | 31 |
GRANDFIELD & DODD, LLC | 30 | 30 | 0.46% | 1.25% | 1.55% | Q2 2016 | Q3 2023 | 30 |
COLONY GROUP LLC | 17 | 13 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 30 |
Gradient Investments LLC | 15 | 1 | 0.00% | 0.03% | 0.13% | Q3 2013 | Q3 2023 | 30 |
ADVISOR PARTNERS LLC | 18 | 1 | 0.04% | 0.10% | 0.22% | Q2 2013 | Q2 2022 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2020 | 30 |
OAK ASSOCIATES LTD /OH/ | 29 | 1 | 0.12% | 0.23% | 0.38% | Q2 2013 | Q4 2020 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.02% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
DELTA ASSET MANAGEMENT LLC/TN | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Dorsey & Whitney Trust CO LLC | 27 | 3 | 0.07% | 0.12% | 0.16% | Q1 2014 | Q3 2023 | 30 |
Bruderman Asset Management, LLC | 30 | 30 | 0.77% | 1.48% | 3.17% | Q1 2015 | Q2 2022 | 30 |
Boston Partners | 19 | 2 | 0.00% | 0.55% | 1.34% | Q2 2013 | Q3 2023 | 30 |
AMG National Trust Bank | 9 | 3 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 29 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 8 | 1 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.23% | 0.34% | 0.56% | Q4 2013 | Q4 2020 | 29 |
Clean Yield Group | 29 | 29 | 0.00% | 1.47% | 2.65% | Q3 2016 | Q3 2023 | 29 |
SYNOVUS FINANCIAL CORP | 17 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2022 | 29 |
Strategic Global Advisors, LLC | 16 | 2 | 0.03% | 0.17% | 0.41% | Q4 2014 | Q3 2023 | 29 |
Atria Investments, Inc | 16 | 1 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 29 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 17 | 12 | 0.13% | 1.01% | 2.74% | Q2 2013 | Q3 2020 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Willis Investment Counsel | 25 | 3 | 0.03% | 0.97% | 1.80% | Q3 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.02% | 0.14% | Q2 2014 | Q3 2023 | 28 |
1832 Asset Management L.P. | 23 | 5 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 28 |
CWM, LLC | 17 | 1 | 0.00% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 28 |
Stanley-Laman Group, Ltd. | 28 | 28 | 0.26% | 0.48% | 0.82% | Q4 2013 | Q3 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.04% | 0.34% | Q4 2016 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Freedom Investment Management, Inc. | 25 | 1 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 28 |
Chou Associates Management | 28 | 28 | 0.40% | 5.01% | 7.54% | Q2 2013 | Q1 2020 | 28 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 4 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 28 |
Jacobi Capital Management LLC | 22 | 2 | 0.02% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.02% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Argent Trust Co | 28 | 28 | 0.04% | 0.08% | 0.21% | Q4 2016 | Q3 2023 | 28 |
MML INVESTORS SERVICES, LLC | 28 | 28 | 0.02% | 0.04% | 0.28% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.04% | 0.15% | 0.23% | Q2 2013 | Q1 2020 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.04% | 0.22% | Q4 2016 | Q3 2023 | 28 |
GREENLEAF TRUST | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 1 | 0.01% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.00% | 0.50% | 0.98% | Q4 2015 | Q2 2022 | 27 |
Parallax Volatility Advisers, L.P. | 7 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q1 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
ETRADE Capital Management LLC | 14 | 6 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2020 | 27 |
M&R CAPITAL MANAGEMENT INC | 19 | 8 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 27 |
Caprock Group, LLC | 26 | 1 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q3 2023 | 27 |
PREMIER ASSET MANAGEMENT LLC | 17 | 10 | 0.12% | 0.42% | 2.53% | Q1 2015 | Q4 2021 | 27 |
Avior Wealth Management, LLC | 15 | 12 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.10% | 0.17% | 0.22% | Q1 2017 | Q3 2023 | 27 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.14% | 0.25% | Q2 2013 | Q3 2019 | 26 |
CIBC Private Wealth Group, LLC | 24 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2022 | 26 |
MONTAG A & ASSOCIATES INC | 14 | 12 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 26 |
EAGLE ASSET MANAGEMENT INC | 15 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
ALBION FINANCIAL GROUP /UT | 19 | 1 | 0.00% | 0.12% | 0.27% | Q2 2013 | Q2 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 23 | 3 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 26 |
Cutler Capital Management, LLC | 26 | 26 | 0.42% | 3.15% | 4.98% | Q2 2013 | Q3 2019 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2019 | 26 |
Capital Asset Advisory Services LLC | 18 | 1 | 0.02% | 0.31% | 0.89% | Q1 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.08% | 0.16% | Q3 2014 | Q4 2021 | 26 |
FULTON BANK, N.A. | 16 | 10 | 0.02% | 0.13% | 0.34% | Q1 2015 | Q4 2023 | 26 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.14% | 0.34% | Q4 2013 | Q3 2023 | 26 |
Hamlin Capital Management, LLC | 25 | 25 | 1.31% | 3.22% | 4.06% | Q2 2016 | Q2 2022 | 25 |
GW HENSSLER & ASSOCIATES LTD | 19 | 6 | 0.05% | 0.45% | 0.67% | Q2 2013 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Bray Capital Advisors | 23 | 2 | 0.05% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.01% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2019 | 25 |
Crestwood Advisors Group, LLC | 25 | 25 | 0.01% | 1.37% | 2.04% | Q2 2013 | Q2 2019 | 25 |
Plante Moran Financial Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 0.16% | 0.24% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 25 |
Financial Architects, Inc | 18 | 2 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q2 2020 | 25 |
Providence Capital Advisors, LLC | 24 | 24 | 0.59% | 0.77% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 20 | 4 | 0.01% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 24 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.08% | 0.17% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.08% | 0.44% | 1.15% | Q4 2017 | Q3 2023 | 24 |
Investors Research Corp | 24 | 24 | 0.18% | 0.56% | 0.92% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.06% | 0.12% | 0.24% | Q4 2017 | Q3 2023 | 24 |
ArchPoint Investors | 20 | 4 | 0.09% | 0.22% | 0.36% | Q3 2014 | Q1 2021 | 24 |
St. James Investment Company, LLC | 24 | 24 | 0.29% | 6.57% | 8.35% | Q2 2014 | Q1 2020 | 24 |
Sanders Capital, LLC | 24 | 24 | 0.02% | 0.05% | 0.10% | Q4 2010 | Q3 2016 | 24 |
First PREMIER Bank | 9 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 24 |
GSB Wealth Management, LLC | 24 | 24 | 0.11% | 1.24% | 2.49% | Q4 2016 | Q3 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 24 | 24 | 0.23% | 0.41% | 0.68% | Q4 2013 | Q3 2019 | 24 |
TCW GROUP INC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Sigma Planning Corp | 13 | 2 | 0.01% | 0.06% | 0.17% | Q4 2014 | Q1 2023 | 24 |
SVB WEALTH LLC | 15 | 4 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.02% | 0.08% | 0.69% | Q2 2017 | Q3 2023 | 24 |
Summit Global Investments | 22 | 2 | 0.02% | 0.12% | 0.21% | Q1 2017 | Q3 2023 | 24 |
Endurance Wealth Management, Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2019 | 24 |
Winslow, Evans & Crocker, Inc. | 15 | 8 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2020 | 23 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q1 2019 | 23 |
Garner Asset Management Corp | 21 | 2 | 0.10% | 0.17% | 0.27% | Q2 2017 | Q1 2023 | 23 |
Oakworth Capital, Inc. | 17 | 6 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2022 | 23 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 23 |
Pekin Hardy Strauss, Inc. | 23 | 23 | 0.06% | 0.19% | 0.33% | Q1 2018 | Q3 2023 | 23 |
WEATHERLY ASSET MANAGEMENT L. P. | 23 | 23 | 0.05% | 0.09% | 0.15% | Q1 2018 | Q3 2023 | 23 |
MAI Capital Management | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2018 | 23 |
Fiduciary Trust Co International of Pennsylvania | 23 | 23 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2018 | 23 |
Simplicity Solutions, LLC | 14 | 2 | 0.00% | 0.16% | 0.47% | Q3 2016 | Q3 2023 | 23 |
Employees Retirement System of Texas | 19 | 4 | 0.02% | 0.11% | 0.19% | Q2 2013 | Q2 2019 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 3 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q2 2019 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Hikari Tsushin, Inc. | 23 | 23 | 0.82% | 1.74% | 3.09% | Q2 2013 | Q4 2018 | 23 |
PUTNAM INVESTMENTS LLC | 15 | 8 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 23 |
TCI Wealth Advisors, Inc. | 15 | 1 | 0.00% | 0.04% | 0.13% | Q4 2012 | Q4 2022 | 23 |
Glassman Wealth Services | 16 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 23 |
TOTH FINANCIAL ADVISORY CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BROWN ADVISORY INC | 18 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q1 2021 | 23 |
Semper Augustus Investments Group | 22 | 22 | 2.37% | 2.98% | 3.87% | Q2 2013 | Q3 2018 | 22 |
Holloway Wealth Management, LLC | 22 | 22 | 1.28% | 1.63% | 2.73% | Q4 2016 | Q1 2022 | 22 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 15 | 7 | 0.00% | 0.08% | 0.20% | Q3 2013 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 22 |
Sowell Financial Services LLC | 10 | 5 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 20 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 22 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 1 | 0.00% | 0.10% | 0.27% | Q2 2017 | Q3 2023 | 22 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 22 | 22 | 0.04% | 0.25% | 0.54% | Q2 2013 | Q3 2018 | 22 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 22 |
Hilltop Holdings Inc. | 19 | 3 | 0.03% | 0.19% | 0.50% | Q1 2015 | Q3 2023 | 22 |
Benson Investment Management Company, Inc. | 18 | 4 | 0.06% | 0.08% | 0.10% | Q4 2016 | Q2 2022 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.13% | 1.10% | Q2 2013 | Q3 2018 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
AUGUSTINE ASSET MANAGEMENT INC | 19 | 1 | 0.14% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.02% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 22 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 22 | 22 | 0.12% | 0.20% | 0.36% | Q1 2018 | Q2 2023 | 22 |
Point72 Asset Management, L.P. | 20 | 1 | 0.02% | 0.20% | 0.53% | Q4 2014 | Q4 2022 | 22 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2022 | 22 |
Thomas J. Herzfeld Advisors, Inc. | 16 | 6 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2022 | 22 |
Columbia Asset Management | 22 | 22 | 0.06% | 0.10% | 0.15% | Q4 2013 | Q1 2019 | 22 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.08% | 0.20% | 0.41% | Q4 2016 | Q4 2021 | 21 |
AllSquare Wealth Management LLC | 21 | 21 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
First Bank & Trust | 16 | 2 | 0.00% | 0.57% | 2.07% | Q4 2016 | Q3 2023 | 21 |
Verdence Capital Advisors LLC | 15 | 3 | 0.08% | 0.22% | 0.35% | Q4 2017 | Q3 2023 | 21 |
NewSquare Capital LLC | 19 | 1 | 0.00% | 0.36% | 0.60% | Q4 2013 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Rockefeller Capital Management L.P. | 20 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 21 |
Opus Capital Group, LLC | 12 | 3 | 0.02% | 0.06% | 0.09% | Q4 2013 | Q1 2021 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.05% | 0.17% | 0.29% | Q3 2018 | Q3 2023 | 21 |
SHELTON CAPITAL MANAGEMENT | 21 | 21 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2018 | 21 |
Institute for Wealth Management, LLC. | 21 | 21 | 0.04% | 0.17% | 0.48% | Q2 2017 | Q2 2022 | 21 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 21 |
Mitsubishi UFJ Asset Management Co., Ltd. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WASHINGTON TRUST Co | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 21 |
Berkshire Hathaway | 21 | 21 | 0.08% | 0.15% | 0.23% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
People's United Financial, Inc. | 17 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 21 |
PRIVATE TRUST CO NA | 8 | 6 | 0.01% | 0.06% | 0.16% | Q1 2013 | Q3 2023 | 21 |
Hikari Power Ltd | 21 | 21 | 0.33% | 1.44% | 2.64% | Q1 2014 | Q1 2019 | 21 |
HOWE & RUSLING INC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 20 |
Lee Financial Co | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Manchester Capital Management LLC | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
CONNING INC. | 11 | 1 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 20 |
Yorktown Management & Research Co Inc | 20 | 20 | 0.04% | 0.11% | 0.44% | Q2 2013 | Q1 2018 | 20 |
South Dakota Investment Council | 20 | 20 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2019 | 20 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Avidian Wealth Solutions, LLC | 19 | 1 | 0.02% | 0.83% | 15.78% | Q4 2017 | Q3 2023 | 20 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 1 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q2 2019 | 20 |
Mariner, LLC | 15 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
TD Capital Management LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 20 |
Haverford Trust Co | 20 | 20 | 0.02% | 0.36% | 0.73% | Q2 2013 | Q1 2018 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.07% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Sio Capital Management, LLC | 9 | 1 | 1.16% | 4.45% | 9.84% | Q4 2014 | Q3 2022 | 20 |
Chubb Ltd | 20 | 20 | 4.92% | 34.63% | 97.06% | Q1 2016 | Q4 2020 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.05% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
BALDWIN BROTHERS LLC/MA | 11 | 9 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q4 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
HighPoint Advisor Group LLC | 10 | 1 | 0.02% | 0.06% | 0.14% | Q3 2016 | Q2 2022 | 20 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.05% | 0.15% | Q2 2014 | Q3 2023 | 20 |
ACG Wealth | 19 | 1 | 0.03% | 0.08% | 0.26% | Q2 2017 | Q2 2022 | 20 |
PITTENGER & ANDERSON INC | 20 | 20 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q1 2018 | 20 |
Archer Investment Corp | 20 | 20 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 16 | 1 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 20 |
Regal Investment Advisors LLC | 10 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2020 | 20 |
Balentine LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.08% | 0.22% | Q4 2014 | Q3 2019 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
AFAM CAPITAL, INC. | 19 | 19 | 0.13% | 0.54% | 0.96% | Q1 2014 | Q3 2018 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.13% | 0.38% | Q2 2013 | Q4 2017 | 19 |
McIlrath & Eck, LLC | 16 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Richard C. Young & CO., LTD. | 19 | 19 | 0.96% | 1.32% | 1.75% | Q1 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.15% | 0.25% | 0.38% | Q2 2018 | Q4 2022 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.22% | 0.49% | 1.49% | Q3 2016 | Q1 2021 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.09% | 0.17% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Aspire Private Capital, LLC | 18 | 1 | 0.00% | 0.01% | 0.09% | Q4 2018 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.10% | 0.14% | 0.20% | Q1 2019 | Q3 2023 | 19 |
COZAD ASSET MANAGEMENT INC | 17 | 2 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q2 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.08% | 0.18% | 0.36% | Q1 2019 | Q3 2023 | 19 |
CWA Asset Management Group, LLC | 19 | 19 | 0.04% | 0.55% | 1.06% | Q2 2018 | Q4 2022 | 19 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 19 |
Eagle Ridge Investment Management | 12 | 1 | 0.03% | 1.05% | 2.06% | Q4 2016 | Q3 2023 | 19 |
First Eagle Investment Management, LLC | 12 | 7 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
HL FINANCIAL SERVICES LLC | 11 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 4 | 0.01% | 0.41% | 1.55% | Q2 2013 | Q2 2023 | 18 |
DT Investment Partners, LLC | 18 | 18 | 0.00% | 0.20% | 0.56% | Q1 2019 | Q2 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.01% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
SPHERA FUNDS MANAGEMENT LTD. | 11 | 2 | 3.00% | 5.05% | 7.62% | Q1 2014 | Q3 2023 | 18 |
Cerity Partners LLC | 6 | 1 | 0.01% | 0.10% | 0.40% | Q1 2017 | Q3 2023 | 18 |
Asset Dedication, LLC | 17 | 1 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.06% | 0.35% | 1.18% | Q2 2013 | Q3 2017 | 18 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 11 | 7 | 0.16% | 0.50% | 1.08% | Q2 2013 | Q4 2017 | 18 |
CITY HOLDING CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 18 |
Eversept Partners, LP | 13 | 2 | 0.12% | 3.13% | 7.20% | Q4 2017 | Q4 2022 | 18 |
CARRET ASSET MANAGEMENT, LLC | 14 | 4 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2017 | 18 |
Good Life Advisors, LLC | 14 | 4 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
STEWART WEST INDIES TRADING CO., LTD | 18 | 18 | 1.64% | 2.16% | 2.73% | Q2 2013 | Q3 2017 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
Clarius Group, LLC | 17 | 1 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 18 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2022 | 18 |
DEARBORN PARTNERS LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Trust Co | 14 | 2 | 0.00% | 0.49% | 1.61% | Q1 2015 | Q3 2023 | 18 |
SOL Capital Management CO | 18 | 18 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2017 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.10% | 0.22% | 0.67% | Q4 2018 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.00% | 0.08% | 0.12% | Q3 2013 | Q1 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 2 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q1 2022 | 17 |
PHILADELPHIA TRUST CO | 11 | 1 | 0.02% | 0.06% | 0.16% | Q3 2014 | Q1 2019 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2014 | 17 |
WRAPMANAGER INC | 11 | 3 | 0.08% | 0.38% | 0.86% | Q4 2015 | Q3 2023 | 17 |
LETKO, BROSSEAU & ASSOCIATES INC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 17 |
Country Club Trust Company, n.a. | 17 | 17 | 0.03% | 1.41% | 2.18% | Q2 2013 | Q2 2017 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.19% | 0.38% | 0.77% | Q2 2013 | Q2 2017 | 17 |
NorthCoast Asset Management LLC | 15 | 1 | 0.05% | 0.14% | 0.25% | Q3 2013 | Q3 2021 | 17 |
Granite Investment Advisors, LLC | 14 | 3 | 0.04% | 1.22% | 3.13% | Q2 2013 | Q3 2017 | 17 |
NATIONAL PLANNING CORP | 16 | 16 | 0.00% | 0.04% | 0.06% | Q4 2013 | Q3 2017 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Winch Advisory Services, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q4 2016 | 17 |
Amica Retiree Medical Trust | 17 | 17 | 0.07% | 0.08% | 0.10% | Q1 2015 | Q1 2019 | 17 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 2 | 0.00% | 0.10% | 0.48% | Q1 2014 | Q2 2020 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
CIDEL ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.41% | 1.10% | Q4 2018 | Q4 2022 | 17 |
Creegan & Nassoura Financial Group, LLC | 10 | 7 | 0.35% | 1.59% | 2.45% | Q1 2015 | Q1 2022 | 17 |
Nicholas Hoffman & Company, LLC. | 17 | 17 | 0.04% | 0.15% | 0.26% | Q3 2019 | Q3 2023 | 17 |
EQUITY INVESTMENT CORP | 17 | 17 | 1.79% | 2.69% | 3.58% | Q3 2019 | Q3 2023 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.37% | 0.45% | 0.56% | Q4 2019 | Q4 2023 | 17 |
FRG Family Wealth Advisors LLC | 15 | 1 | 0.04% | 0.42% | 0.72% | Q4 2015 | Q3 2021 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
GAMCO INVESTORS, INC. ET AL | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.09% | 0.10% | Q2 2013 | Q2 2017 | 17 |
AMICA MUTUAL INSURANCE CO | 17 | 17 | 0.09% | 0.10% | 0.14% | Q1 2015 | Q1 2019 | 17 |
BANK HAPOALIM BM | 17 | 17 | 0.06% | 0.23% | 0.44% | Q4 2013 | Q4 2017 | 17 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Ballentine Partners, LLC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
AMICA PENSION FUND BOARD OF TRUSTEES | 16 | 16 | 0.07% | 0.08% | 0.10% | Q1 2015 | Q4 2018 | 16 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 10 | 3 | 0.02% | 0.10% | 0.35% | Q3 2015 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Manning & Napier Group, LLC | 10 | 6 | 0.08% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 16 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 16 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.01% | 0.05% | 0.21% | Q4 2016 | Q3 2023 | 16 |
EXANE DERIVATIVES | 4 | 1 | 0.00% | 0.03% | 0.15% | Q3 2015 | Q1 2020 | 16 |
Ariel Investments | 10 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
NKCFO LLC | 9 | 7 | 0.02% | 1.53% | 5.63% | Q1 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
RNC CAPITAL MANAGEMENT LLC | 10 | 6 | 0.01% | 1.32% | 3.62% | Q2 2013 | Q3 2023 | 16 |
Independent Advisor Alliance | 13 | 3 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2020 | 16 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 16 |
SRS Capital Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
HOLDERNESS INVESTMENTS CO | 13 | 1 | 0.09% | 0.19% | 0.30% | Q4 2014 | Q4 2019 | 16 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.10% | 0.72% | 1.84% | Q1 2015 | Q3 2023 | 16 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.57% | 1.80% | Q2 2013 | Q3 2023 | 16 |
HEARTLAND ADVISORS INC | 16 | 16 | 0.11% | 0.43% | 0.61% | Q1 2017 | Q4 2020 | 16 |
Ellevest, Inc. | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Ameritas Investment Partners, Inc. | 12 | 1 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q3 2020 | 16 |
ProShare Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.13% | 0.25% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Nuveen Asset Management, LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 16 |
Benchmark Capital Advisors | 16 | 16 | 0.28% | 0.43% | 0.57% | Q1 2015 | Q4 2018 | 16 |
Daiwa Securities Group Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.14% | 0.56% | 0.96% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.25% | 1.47% | Q3 2013 | Q1 2019 | 15 |
FIRST MERCANTILE TRUST CO | 9 | 6 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q1 2019 | 15 |
North Star Investment Management Corp. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 8 | 7 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q2 2021 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 1 | 0.01% | 0.29% | 0.46% | Q1 2013 | Q3 2023 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Edge Capital Group, LLC | 9 | 2 | 0.02% | 1.01% | 5.07% | Q4 2018 | Q3 2023 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.12% | 0.55% | 1.05% | Q2 2013 | Q4 2016 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.04% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q4 2019 | 15 |
London & Capital Asset Management Ltd | 15 | 15 | 0.22% | 0.72% | 1.23% | Q1 2020 | Q3 2023 | 15 |
Zions Bancorporation | 15 | 15 | 0.00% | 0.07% | 0.53% | Q1 2015 | Q3 2018 | 15 |
OppenheimerFunds, Inc. | 15 | 15 | 0.00% | 0.04% | 0.10% | Q1 2013 | Q3 2016 | 15 |
ATLAS CAPITAL ADVISORS LLC | 13 | 1 | 0.01% | 0.06% | 0.25% | Q1 2018 | Q3 2023 | 15 |
Qtron Investments LLC | 11 | 4 | 0.11% | 0.26% | 0.37% | Q4 2019 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.03% | 0.15% | 0.29% | Q2 2013 | Q4 2016 | 15 |
RATIONAL ADVISORS LLC | 6 | 4 | 0.02% | 0.20% | 0.37% | Q1 2009 | Q4 2013 | 15 |
BAILARD, INC. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Segment Wealth Management, LLC | 15 | 15 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q4 2016 | 15 |
LOOMIS SAYLES & CO L P | 15 | 15 | 0.00% | 0.17% | 0.31% | Q2 2013 | Q4 2016 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2020 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.04% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2021 | 15 |
Cetera Investment Advisers | 12 | 3 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 15 |
Sterling Investment Advisors, Ltd. | 10 | 5 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q2 2022 | 15 |
Virtu KCG Holdings LLC | 14 | 1 | 0.01% | 0.09% | 0.39% | Q3 2013 | Q2 2017 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 4 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2017 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q2 2019 | 15 |
Lenox Wealth Advisors, LLC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2021 | 15 |
Jolley Asset Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2018 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
CIBC BANK USA | 13 | 2 | 0.03% | 0.04% | 0.08% | Q2 2015 | Q1 2019 | 15 |
KCM INVESTMENT ADVISORS LLC | 15 | 15 | 0.12% | 0.38% | 0.62% | Q2 2013 | Q4 2016 | 15 |
Nationwide Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Center for Financial Planning, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Continuum Advisory, LLC | 8 | 7 | 0.06% | 0.20% | 0.33% | Q1 2017 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.05% | Q3 2011 | Q3 2015 | 15 |
Willow Creek Wealth Management Inc. | 9 | 2 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
DEERE & CO | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 14 |
RMB Capital Management, LLC | 14 | 14 | 0.04% | 0.17% | 0.25% | Q2 2013 | Q3 2016 | 14 |
Princeton Portfolio Strategies Group LLC | 8 | 6 | 0.06% | 0.15% | 0.29% | Q2 2016 | Q2 2021 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
EAGLE GLOBAL ADVISORS LLC | 14 | 14 | 0.17% | 0.33% | 0.58% | Q2 2013 | Q3 2016 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 14 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 14 |
Tradewinds Global Investors, LLC | 14 | 14 | 0.84% | 2.01% | 4.52% | Q2 2013 | Q3 2016 | 14 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2015 | Q3 2022 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2021 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
HAMEL ASSOCIATES, INC. | 13 | 1 | 0.10% | 0.31% | 0.55% | Q4 2013 | Q3 2017 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q3 2016 | 14 |
Amici Capital, LLC | 14 | 14 | 0.40% | 2.11% | 3.63% | Q2 2013 | Q3 2016 | 14 |
Barnett & Company, Inc. | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2021 | 14 |
SENZAR ASSET MANAGEMENT, LLC | 6 | 4 | 5.13% | 10.13% | 17.64% | Q4 2013 | Q2 2018 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TrinityPoint Wealth, LLC | 12 | 1 | 0.04% | 0.26% | 0.73% | Q4 2018 | Q1 2023 | 14 |
Wealth Alliance | 10 | 4 | 0.06% | 0.11% | 0.18% | Q1 2020 | Q3 2023 | 14 |
Fiera Capital Corp | 7 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 14 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 14 |
Farmers & Merchants Trust Co of Chambersburg PA | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.04% | 0.04% | 0.06% | Q2 2017 | Q3 2020 | 14 |
1st Global Advisors, Inc. | 14 | 14 | 0.11% | 0.36% | 0.70% | Q2 2013 | Q3 2016 | 14 |
PARK CIRCLE Co | 14 | 14 | 0.20% | 0.23% | 0.29% | Q1 2014 | Q2 2017 | 14 |
Baystate Wealth Management LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 14 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 14 |
CULLINAN ASSOCIATES INC | 14 | 14 | 0.21% | 0.28% | 0.35% | Q4 2016 | Q1 2020 | 14 |
BLB&B Advisors, LLC | 10 | 4 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2017 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 14 |
Cowen Prime Services LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Avalon Investment & Advisory | 8 | 6 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2021 | 14 |
Clark Capital Management Group, Inc. | 9 | 1 | 0.07% | 0.34% | 0.61% | Q4 2016 | Q3 2023 | 14 |
Banco Santander, S.A. | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 14 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2021 | 14 |
Forester Capital Management, LTD | 14 | 14 | 0.16% | 0.23% | 0.36% | Q1 2014 | Q2 2017 | 14 |
Belpointe Asset Management LLC | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 14 | 14 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2016 | 14 |
Caption Management, LLC | 4 | 1 | 0.01% | 0.07% | 0.17% | Q2 2018 | Q3 2022 | 14 |
Pinnacle Wealth Planning Services, Inc. | 9 | 4 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 13 |
SVA Wealth Management, LLC | 12 | 1 | 0.03% | 0.18% | 0.31% | Q4 2014 | Q1 2018 | 13 |
Pinnacle Bancorp, Inc. | 11 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Bellecapital International Ltd. | 7 | 6 | 0.13% | 0.26% | 0.43% | Q1 2017 | Q2 2020 | 13 |
Parkwood LLC | 7 | 6 | 0.33% | 0.64% | 1.02% | Q1 2020 | Q3 2023 | 13 |
Vantage Investment Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Keeler Thomas Management LLC | 13 | 13 | 0.30% | 0.72% | 1.07% | Q4 2017 | Q4 2020 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Camber Capital Management LP | 10 | 10 | 1.16% | 5.98% | 11.63% | Q2 2021 | Q3 2023 | 13 |
YorkBridge Wealth Partners, LLC | 11 | 1 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q2 2021 | 13 |
DekaBank Deutsche Girozentrale | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Cullen Capital Management, LLC | 11 | 2 | 0.01% | 0.32% | 0.49% | Q1 2015 | Q3 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Cable Hill Partners, LLC | 7 | 6 | 0.00% | 0.05% | 0.11% | Q3 2017 | Q3 2023 | 13 |
Westover Capital Advisors, LLC | 5 | 3 | 0.15% | 0.82% | 1.94% | Q4 2016 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q3 2017 | 13 |
BAHL & GAYNOR INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
NAVELLIER & ASSOCIATES INC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2012 | Q3 2015 | 13 |
BRINKER CAPITAL INC | 13 | 13 | 0.02% | 0.10% | 0.20% | Q2 2017 | Q2 2020 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 13 |
WASHINGTON TRUST BANK | 7 | 6 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q1 2019 | 13 |
PATTON ALBERTSON MILLER GROUP, LLC | 13 | 13 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q2 2022 | 13 |
AlphaMark Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
JANUS HENDERSON INVESTORS US LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Camarda Financial Advisors, LLC | 7 | 1 | 0.01% | 0.38% | 1.16% | Q2 2013 | Q2 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 13 |
LORD, ABBETT & CO. LLC | 7 | 6 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
SEARLE & CO. | 7 | 6 | 0.68% | 1.03% | 1.35% | Q4 2014 | Q1 2018 | 13 |
CGN Advisors LLC | 13 | 13 | 0.04% | 0.21% | 0.34% | Q4 2020 | Q4 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.06% | 0.15% | 0.32% | Q4 2013 | Q4 2016 | 13 |
Oxbow Advisors, LLC | 13 | 13 | 0.19% | 0.46% | 0.69% | Q2 2016 | Q2 2019 | 13 |
HHM Wealth Advisors, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
FIDUCIARY TRUST CO | 9 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Covenant Partners, LLC | 10 | 3 | 0.09% | 0.26% | 0.40% | Q2 2020 | Q3 2023 | 13 |
Mount Yale Investment Advisors, LLC | 9 | 4 | 0.01% | 0.14% | 0.30% | Q1 2018 | Q3 2023 | 13 |
TIAA CREF TRUST CO FSB/MO | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Perigon Wealth Management, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2011 | Q3 2023 | 13 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.02% | 0.08% | 0.18% | Q4 2014 | Q1 2020 | 13 |
Fieldpoint Private Securities, LLC | 8 | 1 | 0.01% | 0.02% | 0.14% | Q1 2017 | Q2 2022 | 13 |
MGO ONE SEVEN LLC | 8 | 2 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 12 |
M.D. Sass, Inc. | 12 | 12 | 0.04% | 1.31% | 4.00% | Q2 2013 | Q1 2016 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.05% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 12 |
MIDAS MANAGEMENT CORP | 12 | 12 | 0.66% | 0.96% | 1.46% | Q2 2013 | Q1 2016 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.81% | 2.67% | 4.73% | Q4 2020 | Q3 2023 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.07% | 0.19% | Q1 2019 | Q4 2022 | 12 |
WEBSTER BANK, N. A. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Legacy Financial Advisors, Inc. | 10 | 1 | 0.04% | 0.34% | 0.46% | Q4 2017 | Q3 2023 | 12 |
Osborn Williams & Donohoe LLC | 11 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2019 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 12 |
Carnick & Kubik, LLC | 12 | 12 | 0.14% | 0.40% | 0.67% | Q2 2013 | Q1 2016 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.30% | 0.35% | 0.42% | Q4 2020 | Q3 2023 | 12 |
KEMPNER CAPITAL MANAGEMENT INC. | 12 | 12 | 1.62% | 2.68% | 3.39% | Q1 2014 | Q4 2016 | 12 |
Bayesian Capital Management, LP | 6 | 1 | 0.04% | 0.13% | 0.41% | Q4 2016 | Q2 2022 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8 | 4 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.00% | 0.09% | 0.52% | Q4 2014 | Q1 2018 | 12 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q4 2022 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 12 |
LBA Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2017 | 12 |
Arjuna Capital | 12 | 12 | 0.11% | 0.32% | 1.37% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.20% | 0.25% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.04% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Texas Yale Capital Corp. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Bain Capital Public Equity Management II, LLC | 12 | 12 | 0.23% | 1.56% | 6.14% | Q3 2019 | Q2 2022 | 12 |
Redwood Grove Capital, LLC | 12 | 12 | 1.10% | 2.17% | 3.80% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Prudent Man Advisors, LLC | 8 | 4 | 0.08% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sharkey, Howes & Javer | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2017 | 12 |
JONES FINANCIAL COMPANIES LLLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 12 |
HARRIS ASSOCIATES L P | 12 | 12 | 0.25% | 0.41% | 0.54% | Q1 2014 | Q4 2016 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 8 | 4 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q2 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Apriem Advisors | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2018 | 12 |
Truvestments Capital LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 12 | 0.00% | 0.14% | 0.19% | Q1 2018 | Q4 2020 | 12 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.16% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 12 |
True North Advisors, LLC | 12 | 12 | 0.28% | 0.49% | 0.83% | Q2 2020 | Q1 2023 | 12 |
Analyst IMS Investment Management Services Ltd. | 7 | 1 | 0.02% | 0.21% | 0.59% | Q4 2014 | Q2 2022 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2021 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 12 |
CREDIT AGRICOLE S A | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 12 |
SOUND SHORE MANAGEMENT INC /CT/ | 11 | 11 | 2.01% | 2.63% | 3.06% | Q2 2013 | Q4 2015 | 11 |
ETF MANAGERS GROUP, LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 11 |
White Pine Investment CO | 11 | 11 | 1.44% | 2.01% | 2.64% | Q2 2013 | Q4 2015 | 11 |
Cumberland Partners Ltd | 11 | 11 | 0.13% | 1.17% | 3.43% | Q4 2013 | Q2 2016 | 11 |
King Wealth Management Group | 5 | 1 | 0.05% | 0.21% | 0.38% | Q3 2018 | Q4 2022 | 11 |
Mraz, Amerine & Associates, Inc. | 10 | 1 | 0.06% | 0.07% | 0.09% | Q3 2017 | Q3 2020 | 11 |
MARTIN CURRIE LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Pacifica Partners Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 11 |
PRENTISS SMITH & CO INC | 7 | 4 | 0.00% | 2.43% | 4.24% | Q1 2015 | Q3 2018 | 11 |
NATIXIS | 7 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2019 | 11 |
Clal Insurance Enterprises Holdings Ltd | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.28% | 0.40% | Q2 2013 | Q4 2015 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.40% | 0.57% | 0.69% | Q2 2013 | Q4 2015 | 11 |
RENAISSANCE GROUP LLC | 6 | 5 | 0.21% | 0.41% | 0.61% | Q3 2017 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 10 | 1 | 0.03% | 0.37% | 0.61% | Q2 2013 | Q4 2021 | 11 |
Global Financial Private Capital, Inc | 6 | 5 | 0.00% | 0.49% | 1.76% | Q1 2017 | Q2 2020 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.30% | 0.34% | 0.39% | Q4 2020 | Q2 2023 | 11 |
EVERETT HARRIS & CO /CA/ | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2016 | 11 |
Strategic Wealth Partners, Ltd. | 8 | 3 | 0.00% | 0.19% | 0.61% | Q4 2017 | Q1 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 11 |
Waterfront Wealth Inc. | 11 | 11 | 0.28% | 0.37% | 0.50% | Q1 2021 | Q3 2023 | 11 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Private Capital Advisors, Inc. | 11 | 11 | 1.01% | 1.14% | 1.24% | Q2 2013 | Q4 2015 | 11 |
Corient Capital Partners, LLC | 6 | 5 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 11 |
FAIRFIELD, BUSH & CO. | 6 | 1 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q2 2023 | 11 |
West Oak Capital, LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Firefly Value Partners, LP | 11 | 11 | 2.26% | 4.25% | 5.13% | Q2 2013 | Q4 2015 | 11 |
McGuire Investment Group, LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q3 2021 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
CHUBB CORP | 11 | 11 | 0.71% | 1.00% | 1.55% | Q2 2013 | Q4 2015 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 11 | 11 | 0.02% | 0.06% | 0.11% | Q4 2018 | Q2 2021 | 11 |
TEALWOOD ASSET MANAGEMENT INC | 11 | 11 | 1.42% | 1.59% | 1.77% | Q1 2013 | Q3 2015 | 11 |
Cardinal Capital Management, Inc. | 9 | 1 | 0.00% | 0.16% | 0.36% | Q1 2014 | Q1 2021 | 11 |
Penobscot Investment Management Company, Inc. | 11 | 11 | 0.27% | 0.66% | 0.96% | Q2 2013 | Q4 2015 | 11 |
Compagnie Lombard Odier SCmA | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 11 |
Foundry Partners, LLC | 5 | 3 | 0.31% | 0.76% | 1.36% | Q1 2015 | Q3 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 6 | 5 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Probity Advisors, Inc. | 8 | 2 | 0.07% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 10 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 6 | 4 | 0.01% | 0.13% | 0.32% | Q3 2014 | Q2 2023 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Main Street Research LLC | 10 | 10 | 0.42% | 0.49% | 0.68% | Q2 2013 | Q3 2015 | 10 |
ASSET ADVISORS CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Dunvegan Associates, Inc. | 8 | 2 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q4 2015 | 10 |
Curated Wealth Partners LLC | 7 | 3 | 0.04% | 0.14% | 0.28% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.21% | 0.79% | Q2 2014 | Q3 2023 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q2 2022 | 10 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 10 | 10 | 0.10% | 0.31% | 0.48% | Q3 2019 | Q4 2021 | 10 |
Financial & Tax Architects, LLC | 6 | 4 | 0.09% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2020 | 10 |
BlackRock Institutional Trust Company, N.A. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 10 |
Baker Ellis Asset Management LLC | 6 | 1 | 0.04% | 0.46% | 0.98% | Q2 2014 | Q3 2023 | 10 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 10 |
CENTRAL BANK & TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Investors Capital Advisory Services | 7 | 3 | 0.05% | 0.06% | 0.08% | Q3 2013 | Q2 2016 | 10 |
Endurant Capital Management LP | 2 | 1 | 0.28% | 2.57% | 8.12% | Q4 2014 | Q4 2021 | 10 |
Gilman Hill Asset Management, LLC | 9 | 1 | 0.16% | 0.23% | 0.29% | Q2 2013 | Q4 2015 | 10 |
Bollard Group LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
DG CAPITAL MANAGEMENT INC | 10 | 10 | 0.83% | 1.75% | 2.64% | Q2 2013 | Q3 2015 | 10 |
Knowledge Leaders Capital, LLC | 10 | 10 | 0.58% | 0.75% | 1.02% | Q2 2020 | Q3 2022 | 10 |
G&S Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.06% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Saturna Capital CORP | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2015 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.00% | 0.03% | 0.12% | Q3 2015 | Q4 2017 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 10 |
Douglass Winthrop Advisors, LLC | 10 | 10 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q2 2017 | 10 |
A. D. Beadell Investment Counsel, Inc. | 10 | 10 | 0.32% | 0.49% | 0.59% | Q4 2014 | Q1 2017 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q2 2022 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
NORTHROAD CAPITAL MANAGEMENT LLC | 10 | 10 | 2.88% | 3.04% | 3.34% | Q2 2013 | Q3 2015 | 10 |
Old Port Advisors | 9 | 1 | 0.14% | 0.44% | 0.64% | Q1 2021 | Q3 2023 | 10 |
Capital Bank & Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Sargent Bickham Lagudis LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 10 |
PRINCETON CAPITAL MANAGEMENT INC | 10 | 10 | 0.80% | 1.14% | 1.40% | Q3 2013 | Q4 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.15% | 0.18% | 0.22% | Q2 2013 | Q3 2015 | 10 |
Douglas Lane & Associates, LLC | 10 | 10 | 0.01% | 0.14% | 0.37% | Q1 2016 | Q2 2018 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 10 | 10 | 0.06% | 0.09% | 0.14% | Q3 2019 | Q4 2021 | 10 |
Artisan Partners Limited Partnership | 9 | 9 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q4 2020 | 9 |
Dana Investment Advisors, Inc. | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Tyers Asset Management LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 9 |
Hoese & Co LLP | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Bredin Investment LLC | 9 | 9 | 0.29% | 0.35% | 0.39% | Q4 2017 | Q4 2019 | 9 |
Versant Capital Management, Inc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 9 |
CVA Family Office, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Visionary Asset Management, Inc. | 7 | 1 | 0.00% | 0.11% | 0.20% | Q2 2014 | Q4 2018 | 9 |
EULAV Asset Management | 9 | 9 | 0.09% | 0.14% | 0.23% | Q2 2013 | Q2 2015 | 9 |
Elkfork Partners LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q1 2019 | 9 |
Convergence Investment Partners, LLC | 8 | 1 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q1 2018 | 9 |
Secure Asset Management, LLC | 9 | 9 | 0.12% | 0.18% | 0.26% | Q3 2021 | Q3 2023 | 9 |
TODD ASSET MANAGEMENT LLC | 7 | 1 | 0.09% | 0.38% | 0.68% | Q2 2013 | Q3 2023 | 9 |
Candriam S.C.A. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2022 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.16% | 0.57% | Q2 2013 | Q3 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 9 |
FINANCIAL COUNSELORS INC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 9 |
COMMUNITY TRUST & INVESTMENT CO | 9 | 9 | 0.91% | 2.05% | 2.62% | Q2 2013 | Q2 2015 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
CAPITAL GUARDIAN TRUST CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 9 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.19% | Q4 2017 | Q4 2020 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Haverford Financial Services, Inc. | 9 | 9 | 0.10% | 0.14% | 0.20% | Q3 2013 | Q3 2015 | 9 |
SCOUT INVESTMENTS, INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
EAGLE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.01% | 0.05% | 0.16% | Q4 2013 | Q4 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.08% | 0.18% | 0.38% | Q2 2013 | Q2 2015 | 9 |
Cordasco Financial Network | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
MILES CAPITAL, INC. | 5 | 1 | 0.11% | 0.16% | 0.23% | Q2 2017 | Q1 2020 | 9 |
Alexandria Capital, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2017 | 9 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 9 |
COMERICA SECURITIES INC | 9 | 9 | 0.04% | 0.08% | 0.12% | Q2 2016 | Q2 2018 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2020 | 9 |
Wealthspire Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 9 |
Capital World Investors | 6 | 3 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 9 |
HONEYWELL INTERNATIONAL INC | 5 | 4 | 0.44% | 0.85% | 1.42% | Q3 2013 | Q4 2016 | 9 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.07% | 0.16% | Q4 2017 | Q4 2022 | 9 |
Beech Hill Advisors, Inc. | 8 | 1 | 1.71% | 2.04% | 2.38% | Q2 2013 | Q2 2016 | 9 |
ARGENT TRUST Co | 9 | 9 | 0.08% | 0.14% | 0.20% | Q1 2016 | Q1 2018 | 9 |
BRAUN STACEY ASSOCIATES INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2016 | 9 |
Independence Trust CO | 9 | 9 | 0.20% | 0.25% | 0.32% | Q2 2013 | Q2 2015 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 9 |
Brick & Kyle, Associates | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9 | 9 | 0.01% | 0.10% | 0.31% | Q1 2020 | Q1 2022 | 9 |
Hanson & Doremus Investment Management | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 9 | 0.07% | 0.27% | 0.41% | Q3 2021 | Q3 2023 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
BREMER TRUST NATIONAL ASSOCIATION | 9 | 9 | 0.05% | 0.08% | 0.11% | Q4 2016 | Q4 2018 | 9 |
FIRST NATIONAL BANK SIOUX FALLS | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q3 2016 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
GABELLI FUNDS LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
FRED ALGER MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 9 |
FIL Ltd | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 9 |
Edgemoor Investment Advisors, Inc. | 9 | 9 | 0.19% | 0.97% | 1.52% | Q4 2013 | Q4 2015 | 9 |
Glen Harbor Capital Management LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 9 |
Meadow Creek Investment Management LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 9 |
Csenge Advisory Group | 4 | 1 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
UNIO CAPITAL LLC | 8 | 8 | 0.16% | 0.19% | 0.21% | Q4 2018 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.05% | 0.12% | Q3 2021 | Q2 2023 | 8 |
Ipswich Investment Management Co., Inc. | 8 | 8 | 0.07% | 0.20% | 0.32% | Q3 2020 | Q2 2022 | 8 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q4 2020 | 8 |
Argentus Capital Management, LLC | 8 | 8 | 0.10% | 0.28% | 0.53% | Q4 2014 | Q3 2016 | 8 |
DUNCKER STREETT & CO INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 5 | 3 | 0.01% | 1.51% | 2.86% | Q2 2013 | Q3 2015 | 8 |
SYMPHONY ASSET MANAGEMENT LLC | 7 | 1 | 0.02% | 0.10% | 0.24% | Q4 2013 | Q4 2015 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 8 |
IMS Capital Management | 8 | 8 | 0.32% | 0.43% | 0.72% | Q2 2013 | Q1 2015 | 8 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 4 | 1 | 0.09% | 0.10% | 0.11% | Q4 2013 | Q3 2017 | 8 |
Smith Affiliated Capital Corp. | 7 | 1 | 0.02% | 0.05% | 0.07% | Q3 2015 | Q3 2017 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2021 | 8 |
DC Investments Management, LLC | 6 | 2 | 0.15% | 0.43% | 0.82% | Q4 2017 | Q4 2019 | 8 |
PITCAIRN CO | 7 | 1 | 0.03% | 0.12% | 0.20% | Q2 2013 | Q3 2015 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.00% | 0.80% | 2.35% | Q1 2013 | Q4 2014 | 8 |
HighTower Trust Company, N.A. | 4 | 4 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q3 2015 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2017 | 8 |
FMA ADVISORY INC | 7 | 1 | 0.45% | 0.60% | 0.81% | Q2 2013 | Q2 2015 | 8 |
Sustainable Growth Advisers, LP | 8 | 8 | 1.67% | 2.31% | 2.94% | Q3 2013 | Q2 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Blume Capital Management, Inc. | 7 | 1 | 0.00% | 0.12% | 0.87% | Q4 2013 | Q3 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.17% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
NISA INVESTMENT ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.25% | 0.29% | 0.39% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
WEIK CAPITAL MANAGEMENT | 7 | 1 | 0.12% | 0.16% | 0.25% | Q4 2015 | Q4 2017 | 8 |
New England Research & Management, Inc. | 4 | 1 | 0.13% | 0.19% | 0.28% | Q4 2014 | Q3 2018 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FIRST NATIONAL TRUST CO | 8 | 8 | 0.08% | 0.10% | 0.14% | Q2 2014 | Q1 2016 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.33% | 0.37% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
CLOUGH CAPITAL PARTNERS L P | 7 | 1 | 0.25% | 0.60% | 1.58% | Q3 2013 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Keystone Financial Services | 8 | 8 | 0.22% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Thrive Capital Management, LLC | 5 | 3 | 0.18% | 0.39% | 0.65% | Q4 2020 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Brookfield Asset Management | 4 | 4 | 0.00% | 0.06% | 0.13% | Q2 2021 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 8 | 8 | 2.24% | 2.67% | 3.31% | Q4 2014 | Q3 2016 | 8 |
XML Financial, LLC | 5 | 3 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 8 |
Live Oak Private Wealth LLC | 8 | 8 | 0.08% | 0.13% | 0.20% | Q2 2020 | Q1 2022 | 8 |
Zhang Financial LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PALLADIUM PARTNERS LLC | 5 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q1 2022 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2019 | 8 |
Global Wealth Management Investment Advisory, Inc. | 8 | 8 | 0.00% | 0.02% | 0.15% | Q4 2018 | Q3 2020 | 8 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.06% | 0.46% | Q3 2018 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Ashfield Capital Partners, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2016 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.52% | 0.64% | 0.70% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Chevy Chase Trust Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 7 |
Autumn Glory Partners, LLC | 4 | 3 | 0.12% | 0.21% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Koss-Olinger Consulting, LLC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Optiver Holding B.V. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Randolph Co Inc | 7 | 7 | 3.01% | 3.43% | 3.70% | Q1 2015 | Q3 2016 | 7 |
Round Table Services, LLC | 4 | 3 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q4 2018 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 7 | 7 | 0.36% | 0.92% | 1.29% | Q2 2013 | Q4 2014 | 7 |
EVOKE WEALTH, LLC | 4 | 3 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q2 2022 | 7 |
Forward Management, LLC | 7 | 7 | 0.00% | 0.10% | 0.40% | Q2 2013 | Q4 2014 | 7 |
Parasol Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
PROSPECTOR PARTNERS LLC | 7 | 7 | 0.51% | 0.87% | 1.16% | Q3 2013 | Q1 2015 | 7 |
BEACON TRUST CO | 7 | 7 | 0.03% | 0.10% | 0.16% | Q1 2013 | Q3 2014 | 7 |
Firestone Capital Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
CONTINENTAL ADVISORS LLC | 7 | 7 | 0.36% | 0.50% | 0.58% | Q4 2014 | Q2 2016 | 7 |
VESTOR CAPITAL, LLC | 3 | 1 | 0.02% | 0.56% | 1.28% | Q2 2013 | Q3 2015 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.13% | Q1 2015 | Q2 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Alyeska Investment Group, L.P. | 5 | 2 | 0.25% | 0.49% | 0.81% | Q4 2021 | Q3 2023 | 7 |
THIRD AVENUE MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
MCMILLION CAPITAL MANAGEMENT INC | 7 | 7 | 1.18% | 1.86% | 2.99% | Q2 2013 | Q4 2014 | 7 |
Marks Group Wealth Management, Inc | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 7 |
Clear Harbor Asset Management, LLC | 4 | 1 | 0.00% | 0.11% | 0.21% | Q2 2014 | Q3 2020 | 7 |
BlackRock Group LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 7 |
EP Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.39% | 0.45% | 0.58% | Q2 2013 | Q4 2014 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2019 | 7 |
Elite Wealth Management, Inc. | 7 | 7 | 0.02% | 0.25% | 0.49% | Q1 2013 | Q3 2014 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Nelson Capital Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q1 2016 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q2 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.24% | 0.39% | 0.44% | Q1 2022 | Q3 2023 | 7 |
DELPHI MANAGEMENT INC /MA/ | 7 | 7 | 1.15% | 1.31% | 1.43% | Q1 2014 | Q3 2015 | 7 |
Waverly Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.07% | 0.54% | 0.79% | Q4 2013 | Q2 2015 | 7 |
Retirement Systems of Alabama | 7 | 7 | 0.09% | 0.10% | 0.12% | Q3 2014 | Q1 2016 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.01% | 0.15% | 0.23% | Q2 2022 | Q3 2023 | 7 |
Grassi Investment Management | 7 | 7 | 0.42% | 0.59% | 0.83% | Q2 2014 | Q4 2015 | 7 |
South Shore Capital Advisors | 7 | 7 | 0.21% | 0.37% | 0.53% | Q4 2020 | Q2 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 7 | 7 | 1.37% | 1.81% | 2.07% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.77% | 0.85% | 0.95% | Q4 2016 | Q2 2018 | 7 |
Telos Capital Management, Inc. | 7 | 7 | 0.57% | 0.81% | 1.04% | Q1 2015 | Q3 2016 | 7 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 7 |
ERTS Wealth Advisors, LLC | 7 | 7 | 0.10% | 0.17% | 0.27% | Q4 2018 | Q2 2020 | 7 |
Healthcare Value Capital, LLC | 5 | 1 | 0.93% | 1.85% | 3.50% | Q2 2013 | Q1 2015 | 7 |
East Coast Asset Management, LLC. | 7 | 7 | 0.02% | 0.18% | 0.32% | Q4 2012 | Q2 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Trust Investment Advisors | 7 | 7 | 0.90% | 1.20% | 1.49% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.14% | 0.31% | 0.46% | Q2 2013 | Q4 2014 | 7 |
REGENTATLANTIC CAPITAL LLC | 6 | 1 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q4 2017 | 7 |
FRONTIER INVESTMENT MGMT CO | 7 | 7 | 0.23% | 0.44% | 0.60% | Q1 2015 | Q3 2016 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Financial Advisors Network, Inc. | 5 | 1 | 0.21% | 0.34% | 0.54% | Q4 2016 | Q4 2018 | 7 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 3 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Horizon Investments, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q2 2017 | Q2 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cypress Wealth Advisors LLC | 5 | 1 | 0.11% | 0.13% | 0.17% | Q3 2015 | Q1 2017 | 6 |
SECTORAL ASSET MANAGEMENT INC | 6 | 6 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.35% | 1.95% | 2.23% | Q2 2022 | Q3 2023 | 6 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2017 | 6 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q3 2020 | 6 |
Taylor Hoffman Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Hudson Bay Capital Management LP | 4 | 2 | 0.02% | 0.12% | 0.27% | Q3 2015 | Q2 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RELIANCE TRUST CO OF DELAWARE | 5 | 1 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q4 2016 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 6 |
Lombard Odier & Cie (Canada), Limited Partnership | 6 | 6 | 0.08% | 0.35% | 0.60% | Q4 2013 | Q1 2015 | 6 |
Lombard Odier & Cie (Bahamas) Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
Tradewinds Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Squar Milner Financial Services LLC | 5 | 1 | 0.00% | 0.14% | 0.20% | Q2 2018 | Q4 2019 | 6 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
West Family Investments, Inc. | 4 | 2 | 0.07% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 6 |
Corbenic Partners LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2016 | 6 |
Lorne Steinberg Wealth Management Inc. | 3 | 3 | 2.16% | 2.43% | 2.62% | Q4 2020 | Q2 2022 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.06% | 0.10% | 0.18% | Q2 2016 | Q3 2017 | 6 |
Ironwood Financial, llc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Champlain Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
Sofinnova Investments, Inc. | 3 | 1 | 1.18% | 2.56% | 5.65% | Q3 2018 | Q3 2023 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.14% | 0.23% | 0.52% | Q2 2013 | Q3 2014 | 6 |
Airain ltd | 2 | 2 | 0.02% | 0.13% | 0.31% | Q1 2014 | Q2 2016 | 6 |
Ranger International Management, LP | 6 | 6 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Consolidated Investment Group LLC | 6 | 6 | 0.16% | 0.20% | 0.24% | Q3 2014 | Q4 2015 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
WealthStone, Inc. | 4 | 2 | 0.00% | 0.12% | 0.22% | Q1 2019 | Q1 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.03% | 0.11% | 0.44% | Q2 2013 | Q3 2014 | 6 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.04% | 0.14% | Q3 2014 | Q4 2020 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2018 | 6 |
CADENCE BANK NA | 5 | 1 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q1 2016 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.08% | 0.13% | 0.24% | Q4 2014 | Q1 2016 | 6 |
JAG CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.06% | 0.47% | 1.30% | Q2 2020 | Q1 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2014 | 6 |
CATAWBA CAPITAL MANAGEMENT /VA | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q1 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.01% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 6 |
Sterling Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 6 |
Ativo Capital Management LLC | 5 | 1 | 0.07% | 0.76% | 1.09% | Q2 2013 | Q2 2015 | 6 |
Private Wealth Partners, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 6 |
COMERICA SECURITIES,INC. | 4 | 2 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 6 |
BECKER CAPITAL MANAGEMENT INC | 6 | 6 | 1.07% | 1.17% | 1.29% | Q2 2022 | Q3 2023 | 6 |
NWAM LLC | 6 | 6 | 0.09% | 0.17% | 0.21% | Q1 2013 | Q2 2014 | 6 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 6 |
Partnervest Advisory Services LLC | 6 | 6 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q3 2014 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Tamarack Advisers, LP | 6 | 6 | 1.04% | 2.00% | 3.46% | Q2 2022 | Q3 2023 | 6 |
Salient Capital Advisors, LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2015 | 6 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 6 |
Stokes Family Office, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Gotham Asset Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2017 | 6 |
NORTH AMERICAN MANAGEMENT CORP | 6 | 6 | 0.39% | 0.77% | 0.92% | Q2 2014 | Q3 2015 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 6 |
SALEM INVESTMENT COUNSELORS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 6 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
OLD DOMINION CAPITAL MANAGEMENT INC | 6 | 6 | 0.28% | 0.52% | 0.81% | Q2 2020 | Q3 2021 | 6 |
Altavista Wealth Management, Inc. | 6 | 6 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q3 2014 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q2 2020 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Bellevue Group AG | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 6 |
ASHFORD CAPITAL MANAGEMENT INC | 6 | 6 | 0.05% | 0.14% | 0.19% | Q2 2013 | Q3 2014 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.00% | 0.08% | 0.11% | Q4 2019 | Q1 2021 | 6 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.10% | 0.56% | 1.41% | Q3 2020 | Q4 2022 | 6 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 6 |
Sierra Capital LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Circle Road Advisors LP | 6 | 6 | 2.25% | 5.38% | 8.09% | Q2 2018 | Q3 2019 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q1 2023 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.07% | 0.29% | 0.49% | Q2 2019 | Q3 2023 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Integral Health Asset Management, LLC | 3 | 1 | 1.85% | 2.61% | 3.71% | Q4 2019 | Q4 2022 | 6 |
Knights of Columbus Asset Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SCHARF INVESTMENTS, LLC | 6 | 6 | 0.05% | 3.46% | 4.35% | Q2 2013 | Q3 2014 | 6 |
D. E. Shaw & Co., Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
StoneX Group Inc. | 4 | 1 | 0.06% | 0.69% | 1.25% | Q3 2016 | Q2 2022 | 6 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.05% | 1.18% | 1.76% | Q1 2020 | Q3 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2017 | 6 |
VSR Financial Services, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.64% | 0.69% | 0.76% | Q2 2013 | Q3 2014 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Biechele Royce Advisors | 6 | 6 | 0.94% | 1.67% | 4.60% | Q4 2017 | Q1 2019 | 6 |
Family Capital Trust Co | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2015 | 6 |
RBF Capital, LLC | 6 | 6 | 0.10% | 0.26% | 0.32% | Q4 2016 | Q1 2018 | 6 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Callodine Capital Management, LP | 6 | 6 | 2.48% | 4.05% | 5.54% | Q2 2022 | Q3 2023 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.22% | 0.28% | 0.39% | Q4 2021 | Q1 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Sivik Global Healthcare LLC | 4 | 1 | 0.62% | 2.00% | 3.27% | Q1 2019 | Q2 2022 | 6 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 6 | 6 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q3 2014 | 6 |
Bank of New Hampshire | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.05% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
NJ State Employees Deferred Compensation Plan | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Simmons Bank | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Independence Bank of Kentucky | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Susquehanna International Securities, Ltd. | 2 | 1 | 0.20% | 1.06% | 1.77% | Q4 2019 | Q3 2023 | 5 |
Crewe Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Platte River Capital LLC | 5 | 5 | 0.48% | 1.38% | 2.14% | Q3 2014 | Q3 2015 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.16% | 0.20% | 0.22% | Q4 2022 | Q4 2023 | 5 |
USA FINANCIAL FORMULAS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q4 2020 | 5 |
MCIA Inc | 3 | 2 | 0.02% | 0.20% | 0.46% | Q2 2017 | Q1 2021 | 5 |
Carolina Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Campbell & CO Investment Adviser LLC | 5 | 5 | 0.03% | 0.19% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Private Ocean, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 5 |
Synergy Asset Management, LLC | 5 | 5 | 0.66% | 0.75% | 0.85% | Q3 2022 | Q3 2023 | 5 |
CHELSEA COUNSEL CO | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 5 |
CIM INVESTMENT MANAGEMENT INC | 4 | 1 | 0.08% | 0.10% | 0.15% | Q1 2014 | Q2 2017 | 5 |
Birch Hill Investment Advisors LLC | 5 | 5 | 0.64% | 0.85% | 1.04% | Q4 2013 | Q4 2014 | 5 |
REYNOLDS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.12% | 0.17% | 0.30% | Q2 2013 | Q3 2014 | 5 |
BANCORPSOUTH INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q3 2017 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 5 | 0.04% | 0.09% | 0.14% | Q1 2013 | Q1 2014 | 5 |
SMITH HAYES Advisers, Inc | 5 | 5 | 0.05% | 0.07% | 0.08% | Q1 2014 | Q1 2015 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Wunderlich Capital Managemnt | 5 | 5 | 0.99% | 1.16% | 1.22% | Q4 2013 | Q4 2014 | 5 |
SNOW CAPITAL MANAGEMENT LP | 5 | 5 | 0.05% | 0.08% | 0.12% | Q1 2020 | Q1 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.09% | 0.17% | 0.23% | Q4 2016 | Q4 2017 | 5 |
China Universal Asset Management Co., Ltd. | 5 | 5 | 0.04% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 5 | 5 | 0.33% | 1.62% | 2.18% | Q1 2022 | Q1 2023 | 5 |
Latitude Advisors, LLC | 4 | 1 | 0.11% | 0.19% | 0.45% | Q4 2020 | Q1 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 5 |
Simplify Asset Management Inc. | 3 | 2 | 0.04% | 0.32% | 0.57% | Q2 2022 | Q3 2023 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 5 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.05% | 0.11% | Q3 2021 | Q4 2021 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.18% | 0.29% | Q2 2013 | Q3 2016 | 5 |
Stevens First Principles Investment Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
UBS OCONNOR LLC | 3 | 2 | 0.07% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 5 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2020 | 5 |
Cubist Systematic Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 5 |
Atria Wealth Solutions, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Hudson Portfolio Management LLC | 5 | 5 | 0.43% | 0.68% | 0.78% | Q3 2022 | Q3 2023 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 5 |
CONNABLE OFFICE INC | 4 | 1 | 0.05% | 0.15% | 0.20% | Q2 2013 | Q3 2014 | 5 |
Angeles Investment Advisors, LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 5 |
ICON ADVISERS INC/CO | 2 | 1 | 0.10% | 0.14% | 0.25% | Q3 2013 | Q4 2016 | 5 |
BOSTON ADVISORS LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 5 |
CHILTON INVESTMENT CO INC. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2020 | 5 |
SIT INVESTMENT ASSOCIATES INC | 5 | 5 | 0.10% | 0.21% | 0.30% | Q1 2020 | Q1 2021 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
PRIVATE CAPITAL MANAGEMENT INC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2015 | Q4 2016 | 5 |
FORBES J M & CO LLP | 5 | 5 | 1.49% | 1.56% | 1.62% | Q3 2013 | Q3 2014 | 5 |
Hollow Brook Wealth Management LLC | 5 | 5 | 2.68% | 2.84% | 3.10% | Q3 2013 | Q3 2014 | 5 |
Atlas Brown,Inc. | 5 | 5 | 0.12% | 0.14% | 0.16% | Q2 2020 | Q2 2021 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 0.18% | 0.27% | 0.36% | Q2 2020 | Q2 2021 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.05% | 0.16% | 0.29% | Q2 2013 | Q2 2014 | 5 |
F&V Capital Management, LLC | 5 | 5 | 0.33% | 0.35% | 0.39% | Q2 2013 | Q2 2014 | 5 |
Connectus Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 2 | 0.15% | 0.26% | 0.35% | Q2 2017 | Q2 2022 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.51% | 0.59% | 0.67% | Q1 2014 | Q1 2015 | 5 |
CapWealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 5 |
Lipe & Dalton | 5 | 5 | 1.04% | 2.60% | 3.24% | Q4 2014 | Q4 2015 | 5 |
TFC Financial Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 1.51% | 2.48% | 3.27% | Q4 2019 | Q4 2020 | 5 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 5 |
XTX Topco Ltd | 4 | 1 | 0.08% | 0.14% | 0.27% | Q3 2021 | Q4 2022 | 5 |
EPG Wealth Management LLC | 3 | 2 | 0.02% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Mizuho Trust & Banking Co., Ltd. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 5 |
DCF Advisers, LLC | 5 | 5 | 0.27% | 0.33% | 0.48% | Q3 2022 | Q3 2023 | 5 |
PATTEN & PATTEN INC/TN | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 5 |
MSF Capital, LLC | 5 | 5 | 2.07% | 2.50% | 2.87% | Q2 2013 | Q2 2014 | 5 |
Lester Murray Antman dba SimplyRich | 5 | 5 | 0.21% | 0.25% | 0.31% | Q2 2021 | Q2 2022 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Foundations Investment Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
ABNER HERRMAN & BROCK LLC | 3 | 2 | 0.05% | 0.07% | 0.08% | Q1 2014 | Q2 2016 | 5 |
Paulson & Co. | 5 | 5 | 0.03% | 0.12% | 0.17% | Q2 2016 | Q2 2017 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GATEWAY INVESTMENT ADVISERS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Lowe Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
IMPAX ASSET MANAGEMENT LLC | 5 | 5 | 0.22% | 0.34% | 0.68% | Q3 2013 | Q3 2014 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.00% | 0.71% | 1.86% | Q1 2014 | Q2 2016 | 5 |
TREVOR STEWART BURTON & JACOBSEN INC | 3 | 2 | 0.12% | 2.14% | 4.17% | Q2 2014 | Q3 2015 | 5 |
Virtus Family Office LLC | 5 | 5 | 3.37% | 4.53% | 5.69% | Q3 2022 | Q3 2023 | 5 |
abrdn Investment Management Ltd | 3 | 2 | 0.00% | 0.16% | 0.30% | Q2 2013 | Q3 2014 | 5 |
TURNER INVESTMENTS LLC | 4 | 1 | 0.06% | 0.24% | 0.30% | Q2 2013 | Q4 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.14% | 0.22% | 0.34% | Q1 2015 | Q1 2016 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BRISTOL JOHN W & CO INC /NY/ | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 5 |
Polar Capital Holdings Plc | 5 | 5 | 0.21% | 0.30% | 0.43% | Q2 2022 | Q2 2023 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 1 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
MidWestOne Financial Group, Inc. | 4 | 4 | 0.13% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
SAMLYN CAPITAL, LLC | 4 | 4 | 0.06% | 0.19% | 0.26% | Q3 2022 | Q2 2023 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Argent Advisors, Inc. | 3 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
First Allied Asset Management, Inc. | 3 | 1 | 0.03% | 0.36% | 0.50% | Q1 2014 | Q1 2015 | 4 |
Seminole Management Co., Inc. | 2 | 1 | 0.28% | 1.31% | 2.51% | Q2 2014 | Q4 2015 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Smith, Salley & Associates | 4 | 4 | 0.69% | 1.05% | 1.41% | Q4 2013 | Q3 2014 | 4 |
Magnetar Financial LLC | 2 | 1 | 0.09% | 0.33% | 0.61% | Q2 2020 | Q4 2022 | 4 |
Stillwater Capital Advisors, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.12% | 0.22% | 0.45% | Q2 2014 | Q1 2015 | 4 |
Fiera Capital (Europe) Ltd. | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2013 | Q3 2014 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q4 2020 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2013 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Family Management Corp | 4 | 4 | 1.94% | 2.37% | 2.64% | Q4 2013 | Q3 2014 | 4 |
Hudock, Inc. | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2013 | Q3 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q1 2014 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.56% | 1.12% | 2.21% | Q3 2017 | Q3 2021 | 4 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2018 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.19% | 0.34% | Q4 2022 | Q3 2023 | 4 |
TIEMANN INVESTMENT ADVISORS, LLC | 3 | 1 | 0.10% | 0.19% | 0.23% | Q1 2015 | Q2 2021 | 4 |
Hawkins Capital L.P. | 4 | 4 | 0.70% | 1.22% | 1.52% | Q2 2016 | Q1 2017 | 4 |
NTV ASSET MANAGEMENT LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2014 | Q3 2015 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tortoise Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2022 | 4 |
Pictet North America Advisors SA | 4 | 4 | 0.05% | 0.09% | 0.12% | Q3 2017 | Q2 2018 | 4 |
CHICAGO TRUST Co NA | 3 | 1 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q4 2021 | 4 |
Lumbard & Kellner, LLC | 4 | 4 | 2.06% | 2.33% | 2.52% | Q4 2013 | Q3 2014 | 4 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q1 2019 | 4 |
PLIMOTH TRUST CO LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2018 | Q4 2018 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.55% | 0.82% | 0.93% | Q4 2014 | Q3 2015 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
COLRAIN CAPITAL LLC | 4 | 4 | 0.06% | 0.17% | 0.25% | Q4 2014 | Q3 2015 | 4 |
Acrospire Investment Management LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2017 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
HUSSMAN STRATEGIC ADVISORS, INC. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q1 2014 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
ASCEND CAPITAL, LLC | 2 | 2 | 0.11% | 0.45% | 0.68% | Q1 2014 | Q3 2016 | 4 |
WESTWOOD HOLDINGS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q2 2015 | 4 |
Laurel Wealth Advisors, Inc. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.05% | 0.14% | 0.19% | Q4 2013 | Q4 2017 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
DAVIDSON INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Omnia Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Forefront Analytics, LLC | 4 | 4 | 0.00% | 0.09% | 0.14% | Q1 2020 | Q4 2020 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.86% | 1.07% | 1.36% | Q2 2013 | Q1 2014 | 4 |
IFG Advisory, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 4 |
Kendall Capital Management | 2 | 2 | 0.10% | 0.20% | 0.33% | Q4 2017 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.10% | 0.35% | Q4 2019 | Q3 2022 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Hall Private Wealth Advisors | 4 | 4 | 0.35% | 0.90% | 1.14% | Q3 2021 | Q2 2022 | 4 |
Landmark Bank | 4 | 4 | 0.06% | 0.14% | 0.17% | Q1 2019 | Q4 2019 | 4 |
Henry James International Management Inc. | 4 | 4 | 0.10% | 0.13% | 0.17% | Q3 2018 | Q2 2019 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
EASTERLY INVESTMENT PARTNERS LLC | 4 | 4 | 0.16% | 0.65% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Fairhaven Wealth Management, LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q1 2019 | Q4 2019 | 4 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2020 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 4 | 0.08% | 0.11% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Iron Triangle Partners LP | 3 | 1 | 1.89% | 5.70% | 9.26% | Q4 2019 | Q1 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.05% | 0.09% | 0.13% | Q1 2022 | Q1 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.18% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bond & Devick Financial Network, Inc. | 3 | 1 | 0.17% | 0.19% | 0.22% | Q2 2021 | Q2 2022 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.16% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Tranquilli Financial Advisor LLC | 4 | 4 | 0.20% | 0.24% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 2.80% | 3.46% | 3.86% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Amplius Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
GREENUP STREET WEALTH MANAGEMENT LLC | 3 | 1 | 0.20% | 0.25% | 0.32% | Q4 2021 | Q1 2023 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.53% | 0.75% | Q4 2021 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AlphaCentric Advisors LLC | 3 | 1 | 0.09% | 0.90% | 2.16% | Q4 2021 | Q1 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 0.00% | 0.24% | 0.98% | Q4 2021 | Q3 2022 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.03% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.76% | 0.83% | 0.87% | Q4 2022 | Q3 2023 | 4 |
WILLNER & HELLER, LLC | 2 | 2 | 0.27% | 0.31% | 0.33% | Q4 2021 | Q4 2022 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.19% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.12% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.31% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.49% | 0.51% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.23% | 0.36% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.19% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
FIRST FOUNDATION ADVISORS | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2020 | 4 |
WRIGHT INVESTORS SERVICE INC | 4 | 4 | 0.70% | 1.29% | 1.92% | Q2 2013 | Q1 2014 | 4 |
BANK OF THE WEST | 2 | 2 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 4 |
SYMONS CAPITAL MANAGEMENT INC | 4 | 4 | 3.44% | 3.83% | 4.53% | Q1 2015 | Q4 2015 | 4 |
CIBC WORLD MARKETS CORP | 3 | 1 | 0.05% | 0.51% | 0.94% | Q2 2015 | Q4 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
ANCHOR CAPITAL ADVISORS LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
NatWest Group plc | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 4 |
FOSTER DYKEMA CABOT & CO INC/MA | 4 | 4 | 0.08% | 0.63% | 1.33% | Q2 2013 | Q1 2014 | 4 |
Penn Mutual Asset Management, LLC | 4 | 4 | 1.12% | 1.24% | 1.49% | Q4 2022 | Q3 2023 | 4 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 4 | 4 | 0.06% | 0.06% | 0.08% | Q1 2015 | Q4 2015 | 4 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.12% | 0.21% | Q1 2015 | Q2 2019 | 4 |
PERKINS CAPITAL MANAGEMENT INC | 3 | 1 | 0.74% | 0.80% | 0.86% | Q2 2013 | Q3 2014 | 4 |
BAMCO INC /NY/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2016 | 4 |
ADVISORY RESEARCH INC | 4 | 4 | 0.01% | 0.13% | 0.22% | Q1 2017 | Q4 2017 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 4 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 4 | 0.57% | 1.74% | 2.28% | Q4 2013 | Q3 2014 | 4 |
Boston Common Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Riverview Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
LGT Group Foundation | 3 | 3 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q2 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Iguana Healthcare Management, LLC | 2 | 1 | 0.45% | 1.56% | 2.20% | Q3 2014 | Q2 2017 | 3 |
Gould Capital, LLC | 3 | 3 | 0.75% | 0.77% | 0.79% | Q1 2023 | Q3 2023 | 3 |
Choate Investment Advisors | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
First National Bank of Mount Dora, Trust Investment Services | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.07% | 0.09% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Lantz Financial LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Waldron Private Wealth LLC | 2 | 1 | 0.09% | 0.12% | 0.13% | Q4 2013 | Q1 2015 | 3 |
LOEB PARTNERS CORP | 3 | 3 | 0.10% | 0.17% | 0.22% | Q2 2018 | Q4 2018 | 3 |
PORTOLA GROUP INC /CA | 3 | 3 | 0.40% | 0.44% | 0.50% | Q1 2014 | Q3 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Badgley Phelps Wealth Managers, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.37% | 0.56% | 0.80% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Knott David M Jr | 2 | 1 | 0.32% | 0.85% | 1.20% | Q3 2022 | Q2 2023 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q4 2017 | Q2 2018 | 3 |
IMA Wealth, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CONCORD ASSET MANAGEMENT LLC | 3 | 3 | 3.01% | 3.07% | 3.16% | Q1 2014 | Q3 2014 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 3 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.04% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
BANCED CORP | 3 | 3 | 0.33% | 0.34% | 0.34% | Q2 2013 | Q4 2013 | 3 |
EverPoint Asset Management, LLC | 2 | 1 | 0.13% | 0.24% | 0.46% | Q4 2014 | Q4 2016 | 3 |
EagleClaw Capital Managment, LLC | 3 | 3 | 0.40% | 0.41% | 0.41% | Q1 2023 | Q3 2023 | 3 |
COLUMBUS CIRCLE INVESTORS | 2 | 1 | 0.08% | 0.12% | 0.18% | Q3 2014 | Q2 2015 | 3 |
Valentine Capital Asset Management, Inc. | 3 | 3 | 0.09% | 1.16% | 1.70% | Q4 2011 | Q2 2012 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.02% | 0.07% | 0.18% | Q2 2015 | Q1 2017 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
SOA Wealth Advisors, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.06% | 0.16% | 0.26% | Q2 2016 | Q1 2017 | 3 |
FAYEZ SAROFIM & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
McAdams Wright Ragen, Inc. | 3 | 3 | 0.69% | 0.86% | 0.98% | Q1 2014 | Q3 2014 | 3 |
Orion Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Leisure Capital Management | 3 | 3 | 0.67% | 0.69% | 0.70% | Q1 2023 | Q3 2023 | 3 |
Community Bank, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2016 | 3 |
del Rey Global Investors, LLC | 3 | 3 | 1.98% | 2.70% | 3.78% | Q2 2013 | Q4 2013 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 3 |
AT Bancorp | 3 | 3 | 0.19% | 0.39% | 0.50% | Q1 2016 | Q3 2016 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.03% | 0.10% | 0.13% | Q4 2014 | Q2 2015 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q2 2016 | Q4 2016 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2018 | 3 |
TEACHERS ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2018 | 3 |
Cascade Investment Advisors, Inc. | 2 | 1 | 0.01% | 0.33% | 0.99% | Q1 2021 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 1.48% | 1.59% | 1.67% | Q4 2014 | Q2 2015 | 3 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2021 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q4 2023 | 3 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Cinctive Capital Management LP | 1 | 1 | 0.28% | 0.36% | 0.42% | Q2 2022 | Q2 2023 | 3 |
CHOREO, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 3 |
GIRARD PARTNERS LTD. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q3 2018 | 3 |
Quantbot Technologies LP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q2 2019 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Summit X, LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q2 2023 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.30% | 0.34% | 0.40% | Q2 2013 | Q4 2013 | 3 |
Financial Advantage, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Redmile Group, LLC | 3 | 3 | 1.16% | 1.31% | 1.60% | Q2 2020 | Q4 2020 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.37% | 0.40% | 0.42% | Q2 2022 | Q4 2022 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2015 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.31% | 0.54% | Q3 2014 | Q1 2015 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q4 2020 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Sculptor Capital LP | 3 | 3 | 0.19% | 0.23% | 0.27% | Q4 2021 | Q2 2022 | 3 |
GIRARD SECURITIES, INC. | 3 | 3 | 0.89% | 0.94% | 0.97% | Q3 2016 | Q1 2017 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.23% | 0.45% | Q1 2017 | Q4 2021 | 3 |
Well Done, LLC | 1 | 1 | 0.01% | 0.05% | 0.12% | Q3 2017 | Q4 2018 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 3 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q1 2022 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.26% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Southpoint Capital Advisors LP | 3 | 3 | 2.27% | 3.62% | 4.50% | Q2 2017 | Q4 2017 | 3 |
Retirement Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.05% | 0.31% | 0.79% | Q4 2016 | Q1 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ascent Wealth Partners, LLC | 3 | 3 | 1.24% | 1.31% | 1.38% | Q4 2013 | Q2 2014 | 3 |
Rokos Capital Management LLP | 3 | 3 | 0.11% | 0.45% | 1.09% | Q1 2023 | Q3 2023 | 3 |
Manifold Partners, LLC | 3 | 3 | 0.08% | 0.47% | 1.24% | Q4 2014 | Q2 2015 | 3 |
JENNISON ASSOCIATES LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2016 | Q4 2016 | 3 |
BOK Financial Private Wealth, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Spectrum Financial Alliance Ltd LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Zurich Insurance Group Ltd/FI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
KLR INVESTMENT ADVISORS, LLC | 2 | 1 | 0.23% | 0.27% | 0.35% | Q4 2022 | Q3 2023 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.25% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.31% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.06% | 0.17% | 0.32% | Q2 2022 | Q3 2023 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.02% | 0.08% | 0.20% | Q4 2021 | Q3 2023 | 3 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.27% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.05% | 0.09% | 0.16% | Q4 2014 | Q1 2015 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.06% | 0.13% | 0.22% | Q3 2022 | Q3 2022 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q1 2023 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.23% | 0.28% | 0.35% | Q1 2020 | Q3 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2023 | 3 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1 | 1 | 0.23% | 0.38% | 0.47% | Q3 2016 | Q1 2022 | 3 |
CLEARARC CAPITAL INC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2015 | Q3 2015 | 3 |
Legacy Capital Partners, Inc. | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2017 | Q3 2017 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Hartford Financial Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 3 |
NORWOOD FINANCIAL CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Grisanti Capital Management LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q4 2016 | Q1 2017 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q2 2020 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2021 | 2 |
Affinity Asset Advisors, LLC | 1 | 1 | 2.65% | 2.92% | 3.18% | Q3 2022 | Q3 2022 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.94% | 0.96% | 0.97% | Q2 2023 | Q3 2023 | 2 |
LYELL WEALTH MANAGEMENT, LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
MILLER HOWARD INVESTMENTS INC /NY | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2019 | Q3 2019 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2013 | Q1 2014 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Yellowstone Partners, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q1 2015 | 2 |
Arden Trust Co | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Wellesley Investment Partners, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q1 2019 | 2 |
Berkeley Capital Partners, LLC | 2 | 2 | 0.23% | 0.27% | 0.32% | Q3 2016 | Q4 2016 | 2 |
SPINNAKER TRUST | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.17% | 0.20% | 0.22% | Q3 2023 | Q4 2023 | 2 |
Arcus Capital Partners, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q3 2018 | Q4 2018 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SIGMA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.22% | 0.32% | Q2 2013 | Q3 2013 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2020 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
VIKING FUND MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Pointe Capital Management LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q2 2015 | Q3 2015 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2016 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2020 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
COWA, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q1 2023 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q3 2015 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 2 | 2 | 0.16% | 0.22% | 0.28% | Q2 2015 | Q3 2015 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.02% | 0.12% | 0.23% | Q4 2018 | Q1 2019 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2019 | Q1 2020 | 2 |
JB Capital LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q4 2021 | 2 |
SAL Trading, LLC | 2 | 2 | 0.18% | 0.72% | 1.27% | Q1 2022 | Q2 2022 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Rhenman & Partners Asset Management AB | 2 | 2 | 0.83% | 0.96% | 1.10% | Q2 2017 | Q3 2017 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2019 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.09% | 0.24% | 0.39% | Q3 2013 | Q4 2014 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
PAYDEN & RYGEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Red Tortoise LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 2 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.34% | 0.66% | Q3 2015 | Q1 2017 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q2 2013 | Q3 2013 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.28% | 0.32% | 0.36% | Q1 2020 | Q2 2020 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Atlas Wealth LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.35% | 0.71% | 1.07% | Q4 2016 | Q4 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 1.11% | 1.12% | 1.14% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.70% | 0.80% | 0.89% | Q3 2023 | Q4 2023 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.18% | 0.23% | 0.29% | Q2 2021 | Q3 2021 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 2 |
Trutina Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q1 2014 | 2 |
Zimmer Partners, LP | 2 | 2 | 0.20% | 0.45% | 0.70% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Filament LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2015 | Q1 2016 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
New Harbor Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
MONTAG & CALDWELL, LLC | 2 | 2 | 2.79% | 3.28% | 3.78% | Q2 2013 | Q3 2013 | 2 |
United Asset Strategies, Inc. | 1 | 1 | 1.33% | 1.55% | 1.76% | Q1 2014 | Q3 2014 | 2 |
BOWEN HANES & CO INC | 1 | 1 | 0.01% | 0.33% | 0.64% | Q3 2014 | Q3 2017 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.41% | 0.44% | 0.47% | Q4 2022 | Q2 2023 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.34% | 0.85% | 1.36% | Q1 2020 | Q1 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.17% | 0.23% | 0.28% | Q2 2013 | Q3 2013 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2012 | Q4 2012 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 2 | 2 | 0.20% | 0.27% | 0.34% | Q2 2014 | Q3 2014 | 2 |
CHEMUNG CANAL TRUST CO | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Orbimed Advisors | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q4 2022 | 2 |
River Road Asset Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q3 2017 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 2 | 2.39% | 2.64% | 2.88% | Q2 2013 | Q3 2013 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2013 | Q3 2013 | 2 |
SFMG, LLC | 2 | 2 | 0.25% | 0.27% | 0.30% | Q4 2014 | Q1 2015 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
ING GROEP NV | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BBVA USA | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
LOMBARDIA CAPITAL PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
SENTRY INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.42% | 0.45% | 0.48% | Q2 2013 | Q3 2013 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.36% | 0.36% | 0.37% | Q1 2017 | Q2 2017 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.17% | 0.26% | 0.34% | Q2 2015 | Q3 2015 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Buckley Wealth Management, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2017 | Q1 2018 | 2 |
CNB Bank | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 2 |
TLWM | 2 | 2 | 0.32% | 0.35% | 0.38% | Q4 2017 | Q1 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Virtue Capital Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q1 2023 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
GOODWIN DANIEL L | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q3 2017 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 2 |
Bedlam Asset Management plc | 2 | 2 | 0.94% | 1.06% | 1.19% | Q2 2013 | Q3 2013 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.19% | 0.31% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Fore Capital, LLC | 1 | 1 | 0.34% | 0.85% | 1.36% | Q4 2021 | Q4 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
DE BURLO GROUP INC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2020 | Q4 2020 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2015 | Q2 2015 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Standard Family Office LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Diversified Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
Senator Investment Group LP | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2022 | Q2 2022 | 1 |
swisspartners Advisors Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AMBS INVESTMENT COUNSEL LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2013 | Q3 2013 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
ROYCE & ASSOCIATES LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kazazian Asset Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2015 | Q4 2015 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SENTINEL ASSET MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2014 | Q4 2014 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
LVW Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q3 2014 | 1 |
Winslow Capital Management, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2013 | Q2 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Optas, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
CFS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Buckingham Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2014 | Q3 2014 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2016 | Q4 2016 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2016 | Q3 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2013 | Q2 2013 | 1 |
Iowa State Bank | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2013 | Q2 2013 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Glovista Investments LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2018 | Q2 2018 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
Coastline Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL BANCORP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2013 | Q4 2013 | 1 |
Pendal Group Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Holistic Financial Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PARA ADVISORS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Crestline Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Amundi | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2014 | Q4 2014 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
HNP Capital LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2015 | Q1 2015 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Lombard Odier Transatlantic Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
VAUGHAN & Co SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Euro Pacific Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2016 | Q1 2016 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BSW Wealth Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BALTIMORE CAPITAL MANAGEMENT, INC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q1 2017 | Q1 2017 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q1 2020 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EARNEST PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Willow Street Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2013 | Q3 2013 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2014 | Q3 2014 | 1 |
Huber Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q1 2013 | 1 |
Center For Asset Management LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2023 | Q1 2023 | 1 |
Golden State Equity Partners | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
PointState Capital LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cerro Pacific Wealth Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 2.07% | 2.07% | 2.07% | Q2 2013 | Q2 2013 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2017 | Q2 2017 | 1 |
Perceptive Advisors | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2023 | Q1 2023 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Zions Trust, National Association | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MRA Advisory Group | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Perkins Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sensato Investors LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q1 2018 | Q1 2018 | 1 |
Intersect Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Hudson Value Partners, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2020 | Q4 2020 | 1 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2016 | Q2 2016 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Elgethun Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Five Oceans Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Soros Fund Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2013 | Q1 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Baron Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jump Financial, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q2 2013 | Q2 2013 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Diag Capital Management, LP | 1 | 1 | 1.50% | 1.50% | 1.50% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Kynam Capital Management, LP | 1 | 1 | 4.81% | 4.81% | 4.81% | Q3 2022 | Q3 2022 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2022 | Q4 2022 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Ally Bridge Group (NY) LLC | 1 | 1 | 5.77% | 5.77% | 5.77% | Q3 2022 | Q3 2022 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q2 2022 | Q2 2022 | 1 |
State of Wyoming | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2015 | Q4 2015 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2018 | Q1 2018 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ascent Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Doman Group, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2021 | Q4 2021 | 1 |
NEXTHERA CAPITAL LP | 1 | 1 | 4.87% | 4.87% | 4.87% | Q1 2016 | Q1 2016 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PURA VIDA INVESTMENTS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2010 | Q2 2010 | 1 |
Diametric Capital, LP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2020 | Q2 2020 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WISCONSIN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own SANOFI or have owned SANOFI in the past.