Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 118 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 114 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.13% | Q1 2012 | Q3 2023 | 114 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 103 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 102 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 101 |
Citadel Advisors | 29 | 10 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 95 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 83 |
MILLENNIUM MANAGEMENT LLC | 26 | 1 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 77 |
Jefferies Group LLC | 33 | 2 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2022 | 77 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.05% | 0.16% | Q1 2012 | Q3 2023 | 76 |
Twin Tree Management, LP | 20 | 1 | 0.00% | 0.07% | 0.49% | Q4 2012 | Q2 2023 | 72 |
JANE STREET GROUP, LLC | 29 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 68 |
WOLVERINE TRADING, LLC | 20 | 2 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 64 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 22 | 0.00% | 0.06% | 0.25% | Q2 2018 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.14% | 0.32% | 0.69% | Q1 2009 | Q3 2023 | 59 |
D. E. Shaw & Co., Inc. | 15 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 59 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 57 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 57 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.02% | 0.26% | Q4 2013 | Q3 2023 | 56 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q3 2023 | 55 |
Parallax Volatility Advisers, L.P. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 55 |
Rehmann Capital Advisory Group | 27 | 2 | 0.06% | 1.02% | 5.09% | Q2 2009 | Q3 2023 | 54 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 53 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 51 |
AMALGAMATED BANK | 40 | 10 | 0.11% | 0.18% | 0.26% | Q4 2010 | Q3 2023 | 50 |
NOMURA HOLDINGS INC | 14 | 1 | 0.00% | 0.01% | 0.09% | Q4 2012 | Q3 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.07% | 0.12% | 0.22% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.06% | 0.12% | 0.22% | Q3 2011 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.08% | 0.17% | Q4 2010 | Q3 2022 | 48 |
Steigerwald, Gordon & Koch Inc. | 48 | 48 | 2.16% | 2.94% | 3.46% | Q4 2011 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.04% | 0.12% | 0.38% | Q4 2011 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.12% | 0.20% | Q1 2013 | Q3 2023 | 47 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 46 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.01% | 0.11% | 0.34% | Q4 2010 | Q3 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 46 |
Zhang Financial LLC | 46 | 46 | 1.50% | 2.86% | 5.59% | Q2 2012 | Q3 2023 | 46 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 45 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.14% | 0.23% | Q2 2013 | Q3 2023 | 45 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 45 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 44 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 44 |
Cutler Group LLC / CA | 7 | 3 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q4 2022 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.09% | 0.32% | 1.47% | Q1 2013 | Q4 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.09% | 0.20% | Q4 2012 | Q3 2023 | 44 |
First Financial Bank - Trust Division | 43 | 43 | 0.33% | 1.19% | 1.89% | Q2 2013 | Q4 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.10% | 0.15% | 0.20% | Q1 2013 | Q3 2023 | 43 |
LYNCH & ASSOCIATES/IN | 43 | 43 | 1.08% | 1.39% | 1.73% | Q2 2013 | Q4 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.06% | 0.21% | 0.48% | Q1 2013 | Q3 2023 | 43 |
West Family Investments, Inc. | 36 | 5 | 0.03% | 2.82% | 7.53% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.12% | 0.18% | 0.25% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.22% | 0.55% | 0.92% | Q1 2013 | Q3 2023 | 43 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.03% | 0.14% | Q1 2013 | Q3 2023 | 43 |
TCI Wealth Advisors, Inc. | 36 | 7 | 0.00% | 0.03% | 0.08% | Q4 2012 | Q3 2023 | 43 |
FLOSSBACH VON STORCH AG | 22 | 21 | 0.13% | 0.84% | 3.17% | Q4 2010 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.03% | 0.09% | 0.27% | Q4 2012 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.05% | 0.08% | Q4 2012 | Q2 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.07% | 0.25% | Q1 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.03% | 0.07% | 0.10% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.03% | 0.14% | 0.39% | Q1 2013 | Q3 2023 | 43 |
PARK NATIONAL CORP /OH/ | 43 | 43 | 0.10% | 0.28% | 0.73% | Q2 2013 | Q4 2023 | 43 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.02% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 43 |
Fundsmith | 43 | 43 | 4.73% | 7.05% | 9.86% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.07% | 0.13% | 0.28% | Q1 2013 | Q3 2023 | 43 |
Destination Wealth Management | 43 | 43 | 0.65% | 1.32% | 1.90% | Q1 2013 | Q3 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.13% | 0.20% | 0.30% | Q2 2013 | Q4 2023 | 43 |
WOODSTOCK CORP | 43 | 43 | 0.38% | 0.53% | 0.74% | Q2 2013 | Q4 2023 | 43 |
MAI Capital Management | 42 | 42 | 0.00% | 0.15% | 0.56% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.48% | 0.75% | 0.96% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 43 | 43 | 1.08% | 1.55% | 2.12% | Q1 2013 | Q3 2023 | 43 |
WELCH & FORBES LLC | 42 | 42 | 1.36% | 2.13% | 2.72% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.23% | 0.36% | 0.45% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.05% | 0.36% | 0.77% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.17% | 0.61% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.06% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.12% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.78% | 1.27% | 1.65% | Q2 2013 | Q3 2023 | 42 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 42 | 42 | 1.61% | 2.42% | 3.91% | Q2 2013 | Q3 2023 | 42 |
EVERENCE CAPITAL MANAGEMENT INC | 42 | 42 | 0.05% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Callahan Advisors, LLC | 42 | 42 | 0.29% | 1.48% | 2.05% | Q2 2013 | Q3 2023 | 42 |
Ironwood Investment Counsel, LLC | 42 | 42 | 0.16% | 0.35% | 0.66% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.11% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.01% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.08% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.04% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.04% | 0.17% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.49% | 0.86% | 1.09% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.07% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.11% | 0.19% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.93% | 1.78% | 2.91% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.08% | 0.25% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN STREET ADVISORS INC /NC | 42 | 42 | 0.06% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.37% | 0.48% | 0.69% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.05% | 0.14% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.18% | 0.23% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.09% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 2.17% | 3.48% | 4.89% | Q2 2013 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 1.35% | 2.19% | 2.85% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.00% | 0.13% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.11% | 0.20% | 0.37% | Q2 2013 | Q3 2023 | 42 |
MONARCH CAPITAL MANAGEMENT INC/ | 42 | 42 | 1.08% | 1.42% | 1.75% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.02% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
KEATING INVESTMENT COUNSELORS INC | 42 | 42 | 0.58% | 1.47% | 2.25% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.78% | 1.15% | 1.84% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.05% | 0.31% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 1.23% | 4.27% | 9.04% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.07% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.12% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.01% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 42 |
PRIVATE ASSET MANAGEMENT INC | 42 | 42 | 0.07% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.10% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.33% | 0.59% | 0.81% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.10% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 42 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 42 | 42 | 1.84% | 2.59% | 3.19% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.95% | 1.28% | 1.53% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.08% | 0.20% | 0.47% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.37% | 0.88% | 1.38% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 1.22% | 1.47% | 1.59% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.67% | 1.00% | 1.45% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.06% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BURNS J W & CO INC/NY | 42 | 42 | 1.00% | 1.27% | 1.62% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.28% | 0.40% | 0.55% | Q2 2013 | Q3 2023 | 42 |
FISHMAN JAY A LTD/MI | 42 | 42 | 0.84% | 2.32% | 4.57% | Q2 2013 | Q3 2023 | 42 |
LVM CAPITAL MANAGEMENT LTD/MI | 42 | 42 | 0.92% | 1.66% | 3.64% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.13% | 0.30% | 0.59% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 2.84% | 3.51% | 4.36% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.42% | 0.52% | 0.64% | Q2 2013 | Q3 2023 | 42 |
DILLON & ASSOCIATES INC | 42 | 42 | 4.12% | 5.16% | 6.28% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.24% | 1.50% | 3.16% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.77% | 1.02% | 1.22% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.88% | 1.21% | 1.71% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.06% | 0.14% | 0.33% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.13% | 0.23% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.13% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FORBES J M & CO LLP | 42 | 42 | 0.07% | 0.13% | 0.16% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.04% | 0.14% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MIDDLETON & CO INC/MA | 42 | 42 | 0.64% | 0.89% | 1.46% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.49% | 1.11% | 1.98% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.33% | 0.55% | 0.69% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.03% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.20% | 0.55% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.09% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Employees Retirement System of Texas | 42 | 42 | 0.02% | 0.15% | 0.62% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 42 |
CONNABLE OFFICE INC | 42 | 42 | 0.52% | 0.73% | 1.14% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.29% | 1.38% | 2.54% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.07% | 0.50% | 0.96% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.14% | 0.29% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.20% | 1.12% | 1.95% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HENDLEY & CO INC | 42 | 42 | 0.27% | 0.64% | 1.46% | Q2 2013 | Q3 2023 | 42 |
GREENWOOD GEARHART INC | 42 | 42 | 1.34% | 1.70% | 2.14% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.65% | 0.97% | 1.18% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 42 |
COMPASS CAPITAL MANAGEMENT, INC | 42 | 42 | 3.13% | 3.99% | 4.46% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.07% | 0.42% | 0.73% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
SCHWARTZ INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.21% | 2.54% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 0.82% | 1.43% | 1.93% | Q2 2013 | Q3 2023 | 42 |
SHUFRO ROSE & CO LLC | 42 | 42 | 0.03% | 0.49% | 0.97% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.14% | 0.19% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.19% | 0.35% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PENINSULA ASSET MANAGEMENT INC | 42 | 42 | 2.38% | 3.44% | 4.58% | Q2 2013 | Q3 2023 | 42 |
NORRIS PERNE & FRENCH LLP/MI | 42 | 42 | 0.04% | 0.85% | 2.93% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.00% | 0.25% | 0.80% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.03% | 0.47% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.24% | 0.91% | Q2 2013 | Q3 2023 | 42 |
BARINGS LLC | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
American Assets Investment Management, LLC | 42 | 42 | 0.22% | 0.34% | 0.45% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.13% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BONNESS ENTERPRISES INC | 42 | 42 | 5.49% | 7.78% | 9.67% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.04% | 0.20% | 0.42% | Q2 2013 | Q3 2023 | 42 |
JENSEN INVESTMENT MANAGEMENT INC | 42 | 42 | 0.11% | 3.36% | 5.78% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.00% | 0.11% | 1.75% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.07% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.04% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 1.02% | 1.60% | 2.09% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
PROFESSIONAL ADVISORY SERVICES INC | 42 | 42 | 2.72% | 3.51% | 4.15% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
INDEPENDENT INVESTORS INC | 42 | 42 | 0.12% | 0.20% | 0.29% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.56% | 1.02% | 1.41% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.85% | 1.20% | 1.88% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.11% | 0.18% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 1.32% | 1.93% | 2.40% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.10% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.05% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
LaFleur & Godfrey LLC | 42 | 42 | 0.48% | 3.05% | 4.33% | Q2 2013 | Q3 2023 | 42 |
FENIMORE ASSET MANAGEMENT INC | 42 | 42 | 2.72% | 3.27% | 4.02% | Q2 2013 | Q3 2023 | 42 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.74% | 0.87% | 1.05% | Q2 2013 | Q3 2023 | 42 |
NORTHSTAR ASSET MANAGEMENT LLC | 42 | 42 | 0.36% | 0.53% | 0.70% | Q2 2013 | Q3 2023 | 42 |
CONNORS INVESTOR SERVICES INC | 42 | 42 | 0.55% | 1.28% | 1.90% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.10% | 0.46% | 1.03% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.26% | 0.37% | 0.55% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.23% | 0.45% | 0.76% | Q2 2013 | Q4 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 0.97% | 2.57% | 4.05% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.06% | 0.13% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.35% | 1.06% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.01% | 0.58% | 1.18% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 0.49% | 0.89% | 1.18% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.17% | 0.32% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.04% | 0.21% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.30% | 0.59% | 1.27% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 59.38% | 72.31% | 83.09% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 1.93% | 3.17% | 4.31% | Q2 2013 | Q3 2023 | 42 |
YCG, LLC | 42 | 42 | 0.14% | 0.39% | 1.03% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.92% | 1.83% | 2.80% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.11% | 0.22% | 0.33% | Q2 2013 | Q3 2023 | 42 |
FCA CORP /TX | 42 | 42 | 0.76% | 1.11% | 1.51% | Q2 2013 | Q3 2023 | 42 |
ARGUS INVESTORS' COUNSEL, INC. | 42 | 42 | 1.43% | 1.94% | 2.49% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.09% | 0.21% | 0.30% | Q2 2013 | Q3 2023 | 42 |
W.G. Shaheen & Associates DBA Whitney & Co | 42 | 42 | 0.15% | 0.45% | 1.13% | Q2 2013 | Q3 2023 | 42 |
Cohen Capital Management, Inc. | 42 | 42 | 1.90% | 3.41% | 5.04% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.47% | 0.73% | 1.09% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.07% | 0.18% | 0.27% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.36% | 1.13% | 1.73% | Q2 2013 | Q3 2023 | 42 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 42 | 42 | 1.51% | 2.47% | 3.08% | Q2 2013 | Q3 2023 | 42 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 42 | 42 | 0.00% | 0.14% | 0.56% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.10% | 0.16% | 0.24% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.05% | 0.75% | 1.33% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 0.06% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.08% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Renaissance Investment Group LLC | 42 | 42 | 0.08% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 1.98% | 2.52% | 2.93% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.11% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.01% | 0.54% | 1.47% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 0.22% | 0.31% | 0.39% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.08% | 0.14% | 0.20% | Q2 2012 | Q4 2022 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
A. D. Beadell Investment Counsel, Inc. | 42 | 42 | 0.49% | 1.19% | 2.55% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.07% | 0.13% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.26% | 0.74% | 1.32% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.40% | 0.68% | 1.12% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.11% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.04% | 0.28% | 0.89% | Q2 2013 | Q3 2023 | 42 |
BOSTON RESEARCH & MANAGEMENT INC | 42 | 42 | 0.26% | 0.33% | 0.39% | Q2 2013 | Q3 2023 | 42 |
STEWART & PATTEN CO LLC | 42 | 42 | 2.03% | 3.08% | 4.21% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.38% | 0.58% | 0.73% | Q2 2013 | Q3 2023 | 42 |
NOESIS CAPITAL MANGEMENT CORP | 42 | 42 | 3.07% | 3.75% | 4.50% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.07% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.30% | 0.73% | 1.09% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 0.12% | 0.85% | 1.44% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.58% | 0.89% | 1.20% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.03% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 42 | 42 | 0.12% | 1.52% | 2.63% | Q2 2013 | Q3 2023 | 42 |
Buckingham Capital Management, Inc. | 42 | 42 | 0.31% | 0.97% | 2.06% | Q2 2013 | Q3 2023 | 42 |
Freedom Investment Management, Inc. | 42 | 42 | 0.08% | 0.21% | 0.45% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.31% | 2.09% | 2.74% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 42 | 42 | 0.03% | 0.21% | 1.25% | Q2 2013 | Q3 2023 | 42 |
PERRITT CAPITAL MANAGEMENT INC | 42 | 42 | 0.10% | 0.41% | 0.87% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Martin Investment Management, LLC | 42 | 42 | 1.51% | 2.94% | 3.83% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.07% | 0.16% | 0.23% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.20% | 0.45% | 0.80% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.52% | 0.72% | 0.91% | Q2 2013 | Q3 2023 | 42 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.34% | 0.50% | 0.75% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.11% | 0.89% | 2.64% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Highlander Capital Management, LLC | 42 | 42 | 0.49% | 2.12% | 3.86% | Q2 2013 | Q3 2023 | 42 |
Indiana Trust & Investment Management CO | 42 | 42 | 0.25% | 0.52% | 1.19% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Rock Point Advisors, LLC | 42 | 42 | 1.40% | 2.19% | 3.53% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.13% | 0.20% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Livforsakringsbolaget Skandia, Omsesidigt | 42 | 42 | 0.06% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 22 | 18 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.66% | 1.76% | 2.17% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Stack Financial Management, Inc | 42 | 42 | 1.51% | 2.52% | 3.58% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Linscomb & Williams, Inc. | 42 | 42 | 0.07% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.01% | 0.09% | 0.48% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.12% | 0.25% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Clean Yield Group | 42 | 42 | 0.45% | 0.68% | 0.99% | Q2 2013 | Q3 2023 | 42 |
MARSHALL & SULLIVAN INC /WA/ | 42 | 42 | 2.30% | 3.65% | 4.76% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.02% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.04% | 0.25% | 0.71% | Q2 2013 | Q3 2023 | 42 |
Calamos Advisors LLC | 42 | 42 | 0.01% | 0.20% | 0.73% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.53% | 1.33% | 1.92% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.18% | 0.31% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 0.34% | 0.50% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Hendershot Investments Inc. | 42 | 42 | 0.45% | 1.11% | 1.78% | Q2 2013 | Q3 2023 | 42 |
FARMERS TRUST CO | 42 | 42 | 0.15% | 0.56% | 1.47% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Services of America, Inc. | 42 | 42 | 1.78% | 2.38% | 3.05% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 1.96% | 2.82% | 3.41% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.10% | 0.19% | 0.27% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.13% | 0.21% | 0.29% | Q2 2013 | Q3 2023 | 42 |
EP Wealth Advisors, LLC | 42 | 42 | 0.19% | 1.44% | 2.60% | Q2 2013 | Q3 2023 | 42 |
COHEN LAWRENCE B | 42 | 42 | 1.50% | 3.22% | 4.28% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.31% | 0.89% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.24% | 0.54% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Violich Capital Management, Inc. | 42 | 42 | 0.15% | 0.22% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.06% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 42 | 42 | 0.11% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 0.07% | 1.11% | 2.42% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Clarkston Capital Partners, LLC | 36 | 5 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Ancora Advisors LLC | 39 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 41 |
ANCHOR CAPITAL ADVISORS LLC | 41 | 41 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 41 |
HARTLINE INVESTMENT CORP/ | 37 | 4 | 0.33% | 0.59% | 0.79% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.12% | 0.38% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.14% | 0.22% | 0.29% | Q3 2013 | Q3 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 36 | 5 | 0.05% | 0.16% | 0.32% | Q1 2013 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 34 | 7 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 41 |
JLB & ASSOCIATES INC | 26 | 15 | 1.25% | 1.58% | 2.17% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.16% | 0.43% | 1.13% | Q2 2013 | Q3 2023 | 41 |
DnB Asset Management AS | 39 | 2 | 0.02% | 0.10% | 0.29% | Q2 2013 | Q4 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.03% | 0.07% | 0.16% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Ipswich Investment Management Co., Inc. | 21 | 20 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 41 |
DAVIS-REA LTD. | 41 | 41 | 1.70% | 3.85% | 5.46% | Q3 2013 | Q3 2023 | 41 |
BAXTER BROS INC | 30 | 11 | 0.17% | 0.22% | 0.40% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Liberty Capital Management, Inc. | 29 | 12 | 0.29% | 0.54% | 0.80% | Q2 2013 | Q3 2023 | 41 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 41 | 41 | 0.08% | 0.49% | 1.32% | Q3 2013 | Q3 2023 | 41 |
Diversified Trust Co | 37 | 1 | 0.06% | 0.09% | 0.22% | Q2 2013 | Q4 2023 | 41 |
KBC Group NV | 39 | 2 | 0.02% | 0.17% | 0.60% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2023 | 41 |
ING GROEP NV | 32 | 9 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Cubist Systematic Strategies, LLC | 24 | 2 | 0.00% | 0.07% | 0.36% | Q2 2014 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.03% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.08% | 0.18% | 0.25% | Q1 2013 | Q3 2023 | 41 |
BANK OF STOCKTON | 41 | 41 | 0.22% | 0.48% | 0.72% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.03% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 41 |
OAK ASSOCIATES LTD /OH/ | 40 | 1 | 0.07% | 0.37% | 1.74% | Q2 2013 | Q3 2023 | 41 |
Perkins Coie Trust Co | 40 | 40 | 0.95% | 1.45% | 1.68% | Q4 2013 | Q3 2023 | 40 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 5 | 0.01% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.08% | 0.13% | 0.18% | Q4 2013 | Q3 2023 | 40 |
SALEM INVESTMENT COUNSELORS INC | 26 | 2 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 0.32% | 0.72% | 1.05% | Q4 2013 | Q3 2023 | 40 |
Ascent Wealth Partners, LLC | 40 | 40 | 1.10% | 1.46% | 1.88% | Q4 2013 | Q3 2023 | 40 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.50% | 1.21% | 2.06% | Q4 2013 | Q3 2023 | 40 |
Cubic Asset Management, LLC | 40 | 40 | 0.07% | 0.13% | 0.19% | Q4 2013 | Q3 2023 | 40 |
Baltimore-Washington Financial Advisors, Inc. | 40 | 40 | 0.85% | 1.73% | 2.35% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.45% | 0.76% | 1.22% | Q2 2013 | Q1 2023 | 40 |
Moreno Evelyn V | 40 | 40 | 1.32% | 2.46% | 3.22% | Q4 2013 | Q3 2023 | 40 |
Waldron Private Wealth LLC | 40 | 40 | 0.88% | 2.28% | 4.09% | Q4 2013 | Q3 2023 | 40 |
HM PAYSON & CO | 22 | 18 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.13% | 0.22% | 0.28% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.13% | 0.22% | 0.33% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.03% | 0.19% | 0.30% | Q4 2013 | Q3 2023 | 40 |
NBT BANK N A /NY | 36 | 4 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.12% | 0.21% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.04% | 0.62% | 0.86% | Q4 2013 | Q3 2023 | 40 |
Clear Harbor Asset Management, LLC | 40 | 40 | 0.02% | 0.09% | 0.16% | Q4 2013 | Q3 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.48% | 0.66% | 1.01% | Q4 2013 | Q3 2023 | 40 |
MONTAG & CALDWELL, LLC | 27 | 13 | 0.01% | 1.22% | 3.75% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.46% | 0.76% | Q4 2013 | Q4 2023 | 40 |
BALDWIN BROTHERS LLC/MA | 32 | 8 | 0.02% | 0.06% | 0.30% | Q4 2013 | Q4 2023 | 40 |
MITCHELL SINKLER & STARR/PA | 39 | 1 | 0.25% | 0.81% | 1.43% | Q2 2013 | Q3 2023 | 40 |
GODSEY & GIBB, INC | 34 | 5 | 1.94% | 3.10% | 13.13% | Q2 2013 | Q3 2023 | 39 |
Columbia Asset Management | 33 | 6 | 0.77% | 1.10% | 1.74% | Q4 2013 | Q3 2023 | 39 |
BLB&B Advisors, LLC | 39 | 39 | 0.12% | 0.35% | 0.80% | Q1 2014 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.68% | 0.89% | 1.10% | Q1 2014 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.13% | 0.19% | 0.23% | Q1 2014 | Q3 2023 | 39 |
Texas Yale Capital Corp. | 39 | 39 | 0.07% | 0.13% | 0.18% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.10% | 0.18% | Q1 2014 | Q3 2023 | 39 |
Ledyard National Bank | 36 | 3 | 0.01% | 0.36% | 0.81% | Q2 2013 | Q3 2023 | 39 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 20 | 19 | 0.04% | 0.47% | 1.67% | Q2 2013 | Q3 2023 | 39 |
Tradewinds Capital Management, LLC | 27 | 12 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
DEAN INVESTMENT ASSOCIATES, LLC | 39 | 39 | 0.27% | 0.58% | 1.03% | Q2 2013 | Q4 2022 | 39 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 39 | 39 | 0.12% | 0.64% | 1.07% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q4 2022 | 39 |
Curbstone Financial Management Corp | 37 | 2 | 0.12% | 0.15% | 0.19% | Q1 2014 | Q4 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.18% | 0.26% | 0.60% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.01% | 0.18% | 0.58% | Q2 2013 | Q2 2023 | 39 |
Orbimed Advisors | 25 | 1 | 0.08% | 0.76% | 2.25% | Q2 2013 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.01% | 0.32% | 0.65% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.12% | 0.18% | 0.27% | Q2 2013 | Q4 2022 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.13% | 0.70% | 1.07% | Q1 2014 | Q3 2023 | 39 |
RMB Capital Management, LLC | 29 | 10 | 0.01% | 0.13% | 0.73% | Q2 2013 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 2.11% | 3.09% | 4.03% | Q2 2013 | Q3 2023 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.04% | 0.08% | 0.14% | Q1 2014 | Q3 2023 | 39 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 39 | 39 | 0.01% | 0.06% | 0.22% | Q1 2014 | Q3 2023 | 39 |
DAVIDSON INVESTMENT ADVISORS | 39 | 39 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Page Arthur B | 39 | 39 | 0.32% | 0.51% | 0.93% | Q1 2014 | Q3 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.27% | 0.37% | 0.45% | Q2 2013 | Q4 2022 | 39 |
Fiera Capital Corp | 39 | 39 | 0.01% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 39 |
STOCK YARDS BANK & TRUST CO | 26 | 13 | 0.02% | 0.63% | 1.30% | Q2 2013 | Q3 2023 | 39 |
Capital Analysts, LLC | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
SPINNAKER TRUST | 22 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 39 |
BALYASNY ASSET MANAGEMENT L.P. | 14 | 1 | 0.00% | 0.07% | 0.30% | Q4 2013 | Q3 2023 | 39 |
Paloma Partners Management Co | 4 | 2 | 0.00% | 0.06% | 0.24% | Q3 2014 | Q3 2023 | 38 |
Wellington Shields Capital Management, LLC | 25 | 13 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.17% | 0.30% | 0.48% | Q2 2013 | Q3 2022 | 38 |
American Research & Management Co. | 38 | 38 | 0.60% | 0.94% | 1.13% | Q2 2013 | Q3 2022 | 38 |
Covington Capital Management | 38 | 38 | 0.48% | 1.17% | 1.47% | Q2 2013 | Q3 2022 | 38 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.04% | 0.17% | Q4 2013 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.12% | 0.33% | 0.56% | Q2 2013 | Q3 2022 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 38 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.02% | 0.60% | 1.05% | Q2 2014 | Q3 2023 | 38 |
Hills Bank & Trust Co | 38 | 38 | 0.06% | 0.11% | 0.16% | Q2 2014 | Q3 2023 | 38 |
SALEM CAPITAL MANAGEMENT INC | 38 | 38 | 0.15% | 0.27% | 0.45% | Q2 2013 | Q3 2022 | 38 |
SIGNATUREFD, LLC | 24 | 14 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.04% | 0.22% | Q1 2014 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.17% | 0.23% | 0.30% | Q2 2013 | Q3 2022 | 38 |
KCM INVESTMENT ADVISORS LLC | 23 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.01% | 0.09% | 0.22% | Q2 2014 | Q3 2023 | 38 |
MARTINGALE ASSET MANAGEMENT L P | 37 | 1 | 0.01% | 0.47% | 0.81% | Q2 2013 | Q3 2023 | 38 |
DONALDSON CAPITAL MANAGEMENT, LLC | 38 | 38 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.11% | 0.16% | 0.22% | Q2 2013 | Q3 2022 | 38 |
Hemenway Trust Co LLC | 36 | 1 | 0.06% | 0.14% | 0.22% | Q4 2013 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
Rathbones Group PLC | 18 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 38 |
Calamos Wealth Management LLC | 37 | 37 | 0.08% | 0.35% | 0.94% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.05% | 0.45% | 1.05% | Q2 2013 | Q2 2022 | 37 |
National Pension Service | 37 | 37 | 0.15% | 0.22% | 0.29% | Q3 2014 | Q3 2023 | 37 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 12 | 0.22% | 0.70% | 1.22% | Q2 2014 | Q3 2023 | 37 |
CULLINAN ASSOCIATES INC | 22 | 5 | 0.02% | 0.28% | 0.55% | Q2 2013 | Q3 2023 | 37 |
Haverford Trust Co | 37 | 37 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 37 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 28 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 37 |
CENTRAL BANK & TRUST CO | 37 | 37 | 0.01% | 1.09% | 1.76% | Q3 2014 | Q3 2023 | 37 |
ACADIAN ASSET MANAGEMENT LLC | 34 | 3 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q3 2023 | 37 |
TUDOR INVESTMENT CORP ET AL | 14 | 2 | 0.00% | 0.08% | 0.63% | Q2 2013 | Q3 2023 | 37 |
CapWealth Advisors, LLC | 37 | 37 | 0.00% | 1.17% | 1.44% | Q3 2014 | Q3 2023 | 37 |
Gradient Investments LLC | 24 | 13 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2023 | 37 |
B. Riley Wealth Advisors, Inc. | 34 | 1 | 0.00% | 0.19% | 0.26% | Q2 2014 | Q3 2023 | 36 |
RATIONAL ADVISORS LLC | 11 | 2 | 0.00% | 0.16% | 0.90% | Q1 2009 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q1 2022 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q1 2022 | 36 |
First Personal Financial Services | 36 | 36 | 0.02% | 0.08% | 0.22% | Q4 2014 | Q3 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 2.84% | 5.10% | 6.34% | Q4 2014 | Q3 2023 | 36 |
Blue Chip Partners, LLC | 36 | 36 | 0.08% | 0.11% | 0.15% | Q4 2014 | Q3 2023 | 36 |
GAM Holding AG | 30 | 6 | 0.11% | 0.20% | 0.45% | Q2 2013 | Q2 2022 | 36 |
Rosenbaum Jay D. | 36 | 36 | 0.24% | 2.74% | 4.27% | Q4 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 1.72% | 2.30% | 2.92% | Q2 2013 | Q1 2022 | 36 |
MACKENZIE FINANCIAL CORP | 31 | 5 | 0.00% | 0.33% | 0.82% | Q2 2013 | Q3 2023 | 36 |
ASSOCIATED BANC-CORP | 36 | 36 | 0.02% | 0.17% | 0.44% | Q4 2014 | Q3 2023 | 36 |
Aviance Capital Partners, LLC | 36 | 36 | 0.07% | 0.10% | 0.14% | Q4 2014 | Q3 2023 | 36 |
LOOMIS SAYLES & CO L P | 17 | 2 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.12% | 0.20% | 0.28% | Q2 2013 | Q1 2022 | 36 |
Argent Trust Co | 36 | 36 | 0.06% | 0.21% | 0.49% | Q4 2014 | Q3 2023 | 36 |
APPLETON PARTNERS INC/MA | 33 | 3 | 0.08% | 0.35% | 0.70% | Q2 2013 | Q4 2023 | 36 |
ONTARIO TEACHERS PENSION PLAN BOARD | 24 | 1 | 0.00% | 1.20% | 7.36% | Q2 2013 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.13% | 0.44% | 1.25% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.06% | 0.19% | 0.38% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.06% | 0.11% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Segment Wealth Management, LLC | 36 | 36 | 0.07% | 0.71% | 1.52% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 36 |
Peak Asset Management, LLC | 36 | 36 | 2.94% | 3.48% | 4.13% | Q4 2014 | Q3 2023 | 36 |
First Horizon Advisors, Inc. | 30 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 36 |
Checchi Capital Advisers, LLC | 36 | 36 | 0.04% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 36 |
AIMZ Investment Advisors, LLC | 36 | 36 | 1.01% | 1.29% | 1.66% | Q4 2014 | Q3 2023 | 36 |
Kidder Stephen W | 19 | 17 | 0.09% | 0.14% | 0.23% | Q3 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.18% | 0.85% | 1.33% | Q2 2013 | Q1 2022 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.35% | 0.52% | 0.64% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.09% | 0.19% | 0.28% | Q4 2014 | Q3 2023 | 36 |
Brown Advisory Securities, LLC | 36 | 36 | 0.10% | 0.36% | 0.47% | Q2 2013 | Q1 2022 | 36 |
HOLDERNESS INVESTMENTS CO | 36 | 36 | 0.22% | 0.34% | 0.44% | Q4 2014 | Q3 2023 | 36 |
Aureus Asset Management, LLC | 36 | 36 | 0.03% | 0.10% | 0.21% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 34 | 1 | 0.05% | 0.19% | 0.67% | Q4 2014 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q4 2021 | 35 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 35 |
PITCAIRN CO | 34 | 1 | 0.02% | 0.10% | 0.24% | Q4 2014 | Q3 2023 | 35 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 35 | 35 | 0.08% | 3.08% | 4.03% | Q2 2013 | Q4 2021 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 1.52% | 2.04% | 2.54% | Q2 2013 | Q4 2021 | 35 |
River Wealth Advisors LLC | 35 | 35 | 1.20% | 1.69% | 2.42% | Q1 2015 | Q3 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.11% | 0.26% | 0.49% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.08% | 0.19% | Q1 2015 | Q3 2023 | 35 |
WADE G W & INC | 35 | 35 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Spot Trading L.L.C | 12 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2017 | 35 |
FIL Ltd | 31 | 4 | 0.04% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 35 |
SHELTON CAPITAL MANAGEMENT | 34 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 35 |
BLUESTEIN R H & CO LLC | 35 | 35 | 0.02% | 1.91% | 3.50% | Q1 2014 | Q3 2022 | 35 |
PEAK6 Group LLC | 15 | 2 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2018 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.02% | 0.14% | 0.22% | Q4 2014 | Q3 2023 | 35 |
FRONT BARNETT ASSOCIATES LLC | 35 | 35 | 0.10% | 0.17% | 0.25% | Q1 2015 | Q3 2023 | 35 |
YACKTMAN ASSET MANAGEMENT LP | 35 | 35 | 0.06% | 1.26% | 3.94% | Q2 2013 | Q4 2021 | 35 |
WMS Partners, LLC | 28 | 7 | 0.03% | 0.08% | 0.24% | Q4 2014 | Q3 2023 | 35 |
NS Partners Ltd | 34 | 34 | 1.14% | 1.67% | 2.23% | Q2 2015 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.08% | 0.21% | 0.34% | Q2 2015 | Q3 2023 | 34 |
Cornerstone Investment Partners, LLC | 34 | 34 | 0.01% | 0.23% | 3.30% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.07% | 0.15% | 0.27% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.10% | 0.13% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Mirae Asset Global Investments Co., Ltd. | 31 | 3 | 0.01% | 0.03% | 0.07% | Q4 2011 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q3 2021 | 34 |
Brookmont Capital Management | 30 | 4 | 0.14% | 0.35% | 0.65% | Q4 2014 | Q3 2023 | 34 |
Spectrum Asset Management, Inc. (NB/CA) | 34 | 34 | 0.26% | 0.89% | 1.67% | Q4 2014 | Q1 2023 | 34 |
NatWest Group plc | 34 | 34 | 0.01% | 0.33% | 1.22% | Q2 2013 | Q3 2021 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 2.24% | 2.68% | 3.28% | Q2 2013 | Q3 2021 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2021 | 34 |
CONGRESS ASSET MANAGEMENT CO /MA | 34 | 34 | 0.04% | 0.76% | 1.25% | Q2 2015 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.02% | 0.12% | Q3 2015 | Q3 2023 | 33 |
SUMITOMO LIFE INSURANCE CO | 21 | 12 | 0.06% | 0.18% | 0.29% | Q3 2013 | Q3 2023 | 33 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 0.10% | 0.39% | 1.50% | Q2 2013 | Q2 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.04% | 0.20% | 0.56% | Q2 2013 | Q2 2021 | 33 |
LEE DANNER & BASS INC | 31 | 2 | 0.02% | 0.15% | 0.37% | Q4 2014 | Q3 2023 | 33 |
GIRARD PARTNERS LTD. | 33 | 33 | 0.10% | 0.37% | 0.74% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.10% | 0.45% | 0.84% | Q2 2013 | Q3 2023 | 33 |
JONES FINANCIAL COMPANIES LLLP | 21 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
KINGS POINT CAPITAL MANAGEMENT | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Pointe Capital Management LLC | 27 | 3 | 0.14% | 0.31% | 0.48% | Q1 2015 | Q3 2023 | 33 |
Eagle Ridge Investment Management | 33 | 33 | 0.91% | 1.88% | 2.97% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.02% | 0.04% | 0.11% | Q4 2015 | Q4 2023 | 33 |
Stonehage Fleming Financial Services Holdings Ltd | 31 | 2 | 0.88% | 2.10% | 3.94% | Q4 2014 | Q3 2023 | 33 |
ROPES WEALTH ADVISORS LLC | 22 | 11 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 33 |
PALLADIUM PARTNERS LLC | 30 | 1 | 0.00% | 0.46% | 0.96% | Q2 2013 | Q1 2022 | 33 |
EASTERN BANK | 20 | 13 | 0.02% | 0.38% | 1.19% | Q1 2015 | Q3 2023 | 33 |
Ironwood Financial, llc | 25 | 4 | 0.02% | 0.07% | 0.13% | Q4 2014 | Q3 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.04% | 0.08% | 0.20% | Q2 2013 | Q2 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
WEBSTER BANK, N. A. | 28 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2021 | 33 |
MOTCO | 29 | 3 | 0.00% | 0.12% | 0.58% | Q2 2013 | Q3 2023 | 32 |
Cottage Street Advisors LLC | 32 | 32 | 0.00% | 1.63% | 2.46% | Q4 2015 | Q3 2023 | 32 |
UNITED FIRE GROUP INC | 32 | 32 | 0.20% | 0.35% | 0.76% | Q2 2013 | Q1 2021 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.11% | 0.22% | 0.30% | Q4 2015 | Q3 2023 | 32 |
FUKOKU MUTUAL LIFE INSURANCE Co | 28 | 4 | 0.02% | 0.28% | 0.75% | Q2 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.34% | 0.46% | 0.54% | Q1 2016 | Q4 2023 | 32 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 4 | 0.13% | 0.24% | 0.49% | Q2 2013 | Q4 2023 | 32 |
NIXON PEABODY TRUST CO | 32 | 32 | 1.73% | 2.57% | 3.45% | Q4 2015 | Q3 2023 | 32 |
MCKINLEY CAPITAL MANAGEMENT LLC | 26 | 6 | 0.02% | 1.18% | 1.95% | Q2 2013 | Q3 2023 | 32 |
Stratos Wealth Partners, LTD. | 30 | 2 | 0.02% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 32 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 4 | 1.05% | 1.42% | 1.96% | Q4 2014 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.06% | 0.51% | 0.91% | Q2 2013 | Q1 2021 | 32 |
FIRST CITIZENS BANK & TRUST CO | 27 | 2 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 32 |
PRUDENTIAL PLC | 25 | 7 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.10% | 0.41% | 0.77% | Q4 2015 | Q3 2023 | 32 |
Well Done, LLC | 32 | 32 | 0.12% | 0.22% | 0.37% | Q4 2015 | Q3 2023 | 32 |
Balentine LLC | 12 | 8 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 32 |
BTR CAPITAL MANAGEMENT INC | 32 | 32 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q3 2022 | 32 |
Premier Fund Managers Ltd | 32 | 32 | 0.02% | 1.82% | 3.68% | Q4 2015 | Q3 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.07% | 0.18% | 0.35% | Q4 2015 | Q3 2023 | 32 |
LAZARD ASSET MANAGEMENT LLC | 31 | 1 | 0.00% | 0.34% | 0.66% | Q4 2013 | Q3 2023 | 32 |
QV Investors Inc. | 16 | 1 | 0.14% | 2.02% | 5.12% | Q1 2011 | Q2 2023 | 32 |
DELTA ASSET MANAGEMENT LLC/TN | 28 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 0.56% | 0.71% | 0.91% | Q4 2015 | Q3 2023 | 32 |
FDx Advisors, Inc. | 30 | 2 | 0.01% | 0.07% | 0.30% | Q1 2014 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.04% | 0.07% | 0.13% | Q4 2015 | Q3 2023 | 32 |
Maple Capital Management, Inc. | 32 | 32 | 0.03% | 0.12% | 0.15% | Q1 2014 | Q4 2021 | 32 |
Sky Investment Group LLC | 31 | 1 | 0.10% | 0.44% | 0.98% | Q4 2014 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.06% | 0.12% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Cetera Advisors LLC | 30 | 2 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.02% | 0.21% | 0.54% | Q4 2015 | Q3 2023 | 32 |
AMERICAN CENTURY COMPANIES INC | 20 | 12 | 0.00% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 32 |
Meiji Yasuda Asset Management Co Ltd. | 32 | 32 | 0.04% | 0.24% | 0.66% | Q4 2015 | Q3 2023 | 32 |
Supplemental Annuity Collective Trust of NJ | 16 | 16 | 0.13% | 0.36% | 0.54% | Q1 2014 | Q3 2023 | 32 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.08% | 0.30% | 0.83% | Q2 2013 | Q1 2021 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q1 2021 | 32 |
GLENVIEW STATE BANK TRUST DEPT. | 31 | 31 | 1.99% | 2.34% | 2.62% | Q4 2013 | Q2 2021 | 31 |
RIVERBRIDGE PARTNERS LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Winch Advisory Services, LLC | 30 | 1 | 0.01% | 1.36% | 2.25% | Q3 2015 | Q3 2023 | 31 |
BECKER CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.09% | 0.24% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Coho Partners, Ltd. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Bellevue Group AG | 31 | 31 | 0.54% | 1.60% | 3.99% | Q1 2016 | Q3 2023 | 31 |
CWA Asset Management Group, LLC | 30 | 1 | 0.05% | 0.13% | 0.42% | Q4 2015 | Q3 2023 | 31 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.10% | 0.35% | Q4 2013 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.10% | 0.17% | 0.25% | Q3 2013 | Q2 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.04% | 0.17% | Q4 2015 | Q3 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 0.25% | 0.49% | 0.77% | Q4 2015 | Q3 2023 | 31 |
Tekla Capital Management LLC | 24 | 7 | 0.16% | 0.95% | 2.12% | Q3 2014 | Q2 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.08% | 0.14% | 0.20% | Q2 2013 | Q4 2020 | 31 |
Lombard Odier Asset Management (Switzerland) SA | 24 | 1 | 0.02% | 1.10% | 3.20% | Q2 2014 | Q1 2023 | 31 |
ADVISOR PARTNERS LLC | 31 | 31 | 0.08% | 0.14% | 0.19% | Q4 2014 | Q2 2022 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q4 2020 | 31 |
Fisher Asset Management, LLC | 22 | 1 | 0.00% | 0.24% | 0.65% | Q2 2013 | Q3 2023 | 31 |
FORSTA AP-FONDEN | 30 | 1 | 0.16% | 0.58% | 1.49% | Q4 2015 | Q3 2023 | 31 |
Alpha Cubed Investments, LLC | 22 | 9 | 0.02% | 0.14% | 0.65% | Q4 2013 | Q3 2023 | 31 |
BP PLC | 30 | 30 | 0.08% | 0.24% | 0.61% | Q1 2014 | Q2 2021 | 30 |
1832 Asset Management L.P. | 22 | 8 | 0.00% | 0.12% | 0.71% | Q4 2015 | Q3 2023 | 30 |
Asset Dedication, LLC | 25 | 5 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 30 |
West Oak Capital, LLC | 30 | 30 | 0.03% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.14% | 0.18% | 0.24% | Q2 2013 | Q3 2020 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.09% | 0.35% | 0.58% | Q2 2013 | Q3 2020 | 30 |
GOULD ASSET MANAGEMENT LLC /CA/ | 30 | 30 | 0.11% | 0.14% | 0.17% | Q2 2016 | Q3 2023 | 30 |
M Holdings Securities, Inc. | 22 | 1 | 0.12% | 0.34% | 0.48% | Q4 2013 | Q2 2023 | 30 |
Allworth Financial LP | 24 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 30 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 30 | 30 | 0.02% | 0.45% | 1.71% | Q4 2014 | Q1 2022 | 30 |
ALLSTATE CORP | 20 | 10 | 0.02% | 0.17% | 0.74% | Q4 2014 | Q3 2023 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.00% | 0.04% | 0.11% | Q2 2016 | Q3 2023 | 30 |
Gratus Capital, LLC | 30 | 30 | 0.12% | 0.37% | 0.63% | Q2 2016 | Q3 2023 | 30 |
BAILARD, INC. | 30 | 30 | 0.07% | 0.16% | 0.48% | Q2 2016 | Q3 2023 | 30 |
Dana Investment Advisors, Inc. | 30 | 30 | 0.09% | 0.66% | 1.46% | Q2 2016 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.03% | 0.18% | 0.30% | Q2 2016 | Q3 2023 | 30 |
FAYEZ SAROFIM & CO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q3 2020 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.09% | 0.13% | 0.18% | Q2 2016 | Q3 2023 | 30 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.02% | 0.40% | 1.23% | Q4 2016 | Q3 2023 | 30 |
CWH Capital Management, Inc. | 29 | 29 | 0.22% | 0.29% | 0.40% | Q4 2013 | Q4 2020 | 29 |
Ifrah Financial Services, Inc. | 29 | 29 | 0.21% | 0.38% | 0.50% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.05% | 0.16% | Q4 2013 | Q4 2020 | 29 |
Sivik Global Healthcare LLC | 26 | 1 | 0.75% | 2.45% | 4.02% | Q3 2014 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 1.03% | 2.00% | 2.66% | Q4 2013 | Q3 2023 | 29 |
Glenview Trust Co | 21 | 1 | 0.01% | 0.25% | 1.29% | Q4 2008 | Q3 2023 | 29 |
FORVIS Wealth Advisors, LLC | 15 | 14 | 0.04% | 0.10% | 0.36% | Q2 2016 | Q3 2023 | 29 |
PHYSICIANS FINANCIAL SERVICES, INC. | 24 | 5 | 0.11% | 0.23% | 0.28% | Q4 2015 | Q3 2023 | 29 |
Jacobi Capital Management LLC | 24 | 5 | 0.01% | 0.12% | 0.82% | Q2 2016 | Q3 2023 | 29 |
CWM, LLC | 21 | 8 | 0.01% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 29 |
HANCOCK WHITNEY CORP | 19 | 5 | 0.02% | 0.09% | 0.28% | Q4 2013 | Q3 2023 | 29 |
COURIER CAPITAL LLC | 29 | 29 | 0.03% | 0.05% | 0.08% | Q3 2016 | Q3 2023 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 3 | 0.00% | 0.11% | 0.16% | Q2 2013 | Q4 2022 | 29 |
ATWOOD & PALMER INC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 29 |
MEEDER ASSET MANAGEMENT INC | 15 | 2 | 0.01% | 0.23% | 0.67% | Q2 2014 | Q3 2022 | 29 |
CenterStar Asset Management, LLC | 6 | 4 | 0.00% | 0.11% | 0.75% | Q1 2018 | Q2 2022 | 29 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 29 |
BTC Capital Management, Inc. | 29 | 29 | 0.08% | 0.12% | 0.25% | Q3 2016 | Q3 2023 | 29 |
L & S Advisors Inc | 22 | 7 | 0.08% | 0.18% | 0.45% | Q2 2016 | Q3 2023 | 29 |
HEADINVEST, LLC | 29 | 29 | 0.12% | 0.15% | 0.21% | Q3 2016 | Q3 2023 | 29 |
Gotham Asset Management, LLC | 10 | 1 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 29 |
Rafferty Asset Management, LLC | 23 | 1 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 29 |
EVERETT HARRIS & CO /CA/ | 28 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 29 |
Dynamic Advisor Solutions LLC | 10 | 2 | 0.02% | 0.19% | 0.90% | Q4 2013 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 8 | 4 | 0.04% | 0.08% | 0.35% | Q2 2013 | Q3 2023 | 29 |
DE BURLO GROUP INC | 17 | 11 | 0.07% | 0.95% | 2.87% | Q2 2016 | Q3 2023 | 28 |
CITIZENS & NORTHERN CORP | 19 | 1 | 0.08% | 0.33% | 1.32% | Q1 2014 | Q1 2022 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.02% | 0.84% | 2.35% | Q4 2016 | Q3 2023 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 1.17% | 1.52% | 1.98% | Q4 2016 | Q3 2023 | 28 |
Bollard Group LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q1 2020 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.03% | 0.12% | 0.21% | Q4 2016 | Q3 2023 | 28 |
NATIXIS | 18 | 1 | 0.00% | 0.07% | 0.26% | Q1 2015 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.15% | 0.84% | Q2 2013 | Q1 2020 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 1.56% | 1.91% | 2.33% | Q2 2013 | Q1 2020 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.15% | 0.56% | 0.73% | Q4 2016 | Q3 2023 | 28 |
Cetera Investment Advisers | 28 | 28 | 0.06% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.10% | 0.14% | 0.25% | Q4 2016 | Q3 2023 | 28 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 28 |
JARISLOWSKY, FRASER Ltd | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
HALL CAPITAL MANAGEMENT CO INC | 16 | 2 | 0.19% | 0.25% | 0.36% | Q4 2014 | Q3 2023 | 28 |
MCF Advisors LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 28 |
ARS Wealth Advisors, LLC | 24 | 4 | 0.04% | 0.09% | 0.12% | Q1 2014 | Q2 2021 | 28 |
Caprock Group, LLC | 12 | 3 | 0.02% | 0.05% | 0.11% | Q1 2016 | Q3 2023 | 28 |
Tandem Investment Advisors, Inc. | 28 | 28 | 1.63% | 2.90% | 3.90% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.05% | 0.46% | 0.60% | Q1 2016 | Q4 2022 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.21% | 0.39% | 0.71% | Q2 2013 | Q1 2020 | 28 |
Compagnie Lombard Odier SCmA | 21 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 1 | 0.04% | 0.11% | 0.21% | Q3 2014 | Q4 2021 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.15% | 0.19% | 0.24% | Q4 2014 | Q3 2021 | 28 |
Bray Capital Advisors | 23 | 5 | 0.00% | 0.03% | 0.19% | Q4 2014 | Q3 2023 | 28 |
Bristlecone Advisors, LLC | 10 | 2 | 0.03% | 0.13% | 0.23% | Q4 2015 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Cribstone Capital Management, LLC | 28 | 28 | 0.00% | 0.32% | 0.55% | Q1 2016 | Q4 2022 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.09% | 0.23% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.12% | 0.18% | 0.24% | Q4 2016 | Q3 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.22% | 0.34% | 0.45% | Q4 2016 | Q3 2023 | 28 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.18% | 0.42% | 0.77% | Q3 2014 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.23% | 0.32% | 0.39% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.20% | 0.24% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.12% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.09% | 0.11% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Terra Nova Asset Management LLC | 16 | 12 | 1.94% | 2.61% | 3.94% | Q1 2015 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.27% | 0.38% | 0.50% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.04% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Suncoast Equity Management | 27 | 27 | 2.09% | 4.33% | 5.51% | Q1 2017 | Q3 2023 | 27 |
WISCONSIN CAPITAL MANAGEMENT LLC | 20 | 7 | 0.23% | 1.21% | 2.36% | Q2 2013 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.09% | 0.15% | 0.20% | Q1 2017 | Q3 2023 | 27 |
Prospera Financial Services Inc | 27 | 27 | 0.02% | 0.09% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.08% | 0.27% | Q4 2016 | Q3 2023 | 27 |
Family Management Corp | 26 | 1 | 0.13% | 0.24% | 0.44% | Q1 2014 | Q2 2021 | 27 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2019 | 27 |
Baker Chad R | 27 | 27 | 0.93% | 1.19% | 1.47% | Q1 2017 | Q3 2023 | 27 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.05% | 0.27% | Q1 2015 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Alexandria Capital, LLC | 18 | 3 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 27 |
Alberta Investment Management Corp | 20 | 1 | 0.01% | 0.20% | 0.44% | Q1 2016 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.10% | 0.16% | 0.35% | Q1 2017 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q4 2019 | 27 |
BFSG, LLC | 27 | 27 | 0.43% | 0.68% | 1.05% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.10% | 0.24% | 0.55% | Q2 2013 | Q4 2019 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.16% | 0.22% | Q1 2017 | Q3 2023 | 27 |
Riggs Asset Managment Co. Inc. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
CAZ INVESTMENTS LP | 15 | 12 | 0.44% | 1.62% | 4.42% | Q2 2015 | Q4 2022 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Stuart Chaussee & Associates, Inc. | 25 | 2 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q4 2022 | 27 |
LCNB CORP | 27 | 27 | 0.12% | 0.17% | 0.22% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2020 | 27 |
FRED ALGER MANAGEMENT, LLC | 19 | 2 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2023 | 27 |
LINCOLN NATIONAL CORP | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Meiji Yasuda Life Insurance Co | 14 | 1 | 0.01% | 0.11% | 0.31% | Q4 2013 | Q3 2023 | 27 |
WHEATLAND ADVISORS INC | 27 | 27 | 0.68% | 0.96% | 1.48% | Q4 2013 | Q2 2020 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.04% | 0.07% | 0.09% | Q1 2017 | Q3 2023 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 9 | 1 | 0.00% | 0.05% | 0.19% | Q4 2013 | Q4 2022 | 27 |
COLDSTREAM CAPITAL MANAGEMENT INC | 14 | 4 | 0.02% | 0.13% | 0.32% | Q3 2016 | Q3 2023 | 27 |
Harvest Fund Management Co., Ltd | 24 | 3 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Bison Wealth, LLC | 27 | 27 | 0.17% | 0.25% | 0.45% | Q1 2017 | Q3 2023 | 27 |
Dempze Nancy E | 26 | 26 | 0.32% | 0.46% | 0.68% | Q4 2015 | Q1 2022 | 26 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.08% | 0.40% | Q3 2013 | Q3 2023 | 26 |
Brightworth | 26 | 26 | 0.11% | 1.15% | 1.91% | Q2 2016 | Q3 2022 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2019 | 26 |
TIVERTON ASSET MANAGEMENT LLC | 26 | 26 | 0.30% | 1.14% | 1.50% | Q2 2013 | Q3 2019 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.14% | 0.22% | 0.38% | Q1 2017 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.08% | 0.23% | 2.28% | Q2 2013 | Q3 2019 | 26 |
Roundview Capital LLC | 26 | 26 | 0.04% | 0.09% | 0.19% | Q2 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 19 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 26 |
Edgemoor Investment Advisors, Inc. | 26 | 26 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.03% | 0.12% | 0.35% | Q2 2013 | Q3 2019 | 26 |
GREEN VALLEY INVESTORS LLC | 26 | 26 | 3.08% | 4.01% | 5.26% | Q2 2013 | Q3 2019 | 26 |
Lincoln Capital LLC | 26 | 26 | 0.09% | 0.13% | 0.14% | Q2 2017 | Q3 2023 | 26 |
OAK RIDGE INVESTMENTS LLC | 26 | 26 | 0.41% | 0.80% | 1.32% | Q2 2017 | Q3 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.27% | 0.38% | 0.50% | Q2 2017 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.01% | 0.35% | 0.49% | Q2 2013 | Q3 2023 | 26 |
PARADIGM ASSET MANAGEMENT CO LLC | 16 | 4 | 0.10% | 0.27% | 0.78% | Q4 2014 | Q1 2023 | 26 |
Ativo Capital Management LLC | 26 | 26 | 0.51% | 0.63% | 0.83% | Q1 2016 | Q2 2022 | 26 |
Knowledge Leaders Capital, LLC | 19 | 2 | 0.57% | 1.82% | 4.47% | Q1 2014 | Q2 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.11% | 0.15% | 0.42% | Q3 2016 | Q3 2023 | 26 |
Vigilant Capital Management, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 26 |
BENEDICT FINANCIAL ADVISORS INC | 26 | 26 | 0.12% | 0.41% | 0.52% | Q2 2017 | Q3 2023 | 26 |
MONTAG A & ASSOCIATES INC | 26 | 26 | 0.02% | 0.42% | 0.83% | Q2 2017 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.26% | 0.32% | 0.40% | Q4 2016 | Q1 2023 | 26 |
BOURNE LENT ASSET MANAGEMENT INC | 26 | 26 | 0.08% | 0.12% | 0.16% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.08% | 0.12% | Q3 2013 | Q1 2020 | 26 |
Alpha Omega Wealth Management LLC | 22 | 4 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 26 |
SVA Wealth Management, LLC | 25 | 1 | 0.09% | 0.71% | 0.88% | Q2 2014 | Q4 2020 | 26 |
Proficio Capital Partners LLC | 15 | 5 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 26 |
AGF INVESTMENTS INC. | 24 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 26 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 26 | 26 | 1.84% | 2.50% | 3.30% | Q2 2017 | Q3 2023 | 26 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.05% | 0.09% | 0.15% | Q2 2016 | Q3 2023 | 26 |
Drexel Morgan & Co. | 14 | 12 | 0.04% | 0.21% | 0.39% | Q1 2015 | Q4 2021 | 26 |
SUN LIFE FINANCIAL INC | 26 | 26 | 0.00% | 0.12% | 0.24% | Q4 2016 | Q1 2023 | 26 |
EDMP, INC. | 24 | 1 | 2.15% | 2.62% | 3.21% | Q2 2013 | Q1 2020 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 25 |
MCMILLION CAPITAL MANAGEMENT INC | 25 | 25 | 0.14% | 0.21% | 0.40% | Q2 2017 | Q2 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.05% | 0.10% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 1.11% | 1.46% | 2.06% | Q3 2017 | Q3 2023 | 25 |
Capital International Investors | 19 | 6 | 0.04% | 0.13% | 0.38% | Q2 2013 | Q4 2019 | 25 |
TRILLIUM ASSET MANAGEMENT, LLC | 22 | 3 | 0.01% | 0.38% | 0.66% | Q3 2016 | Q3 2023 | 25 |
WHITE PINE CAPITAL LLC | 19 | 2 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 25 |
BRIDGES INVESTMENT MANAGEMENT INC | 25 | 25 | 0.01% | 0.07% | 0.13% | Q3 2017 | Q3 2023 | 25 |
LAU ASSOCIATES LLC | 13 | 1 | 0.14% | 0.29% | 0.50% | Q2 2013 | Q4 2019 | 25 |
Ardevora Asset Management LLP | 25 | 25 | 0.52% | 1.01% | 1.41% | Q3 2017 | Q3 2023 | 25 |
Bridgewater Associates | 15 | 1 | 0.01% | 0.30% | 0.74% | Q2 2013 | Q3 2023 | 25 |
First Command Financial Services, Inc. | 25 | 25 | 0.00% | 0.03% | 0.17% | Q2 2017 | Q2 2023 | 25 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 24 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2023 | 25 |
Zurich Insurance Group Ltd/FI | 18 | 1 | 0.02% | 0.33% | 1.33% | Q3 2015 | Q3 2023 | 25 |
Private Wealth Partners, LLC | 25 | 25 | 0.63% | 1.56% | 2.48% | Q3 2017 | Q3 2023 | 25 |
UMB Bank, n.a. | 25 | 25 | 0.03% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q2 2023 | 25 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 25 | 0.37% | 0.77% | 1.33% | Q3 2017 | Q3 2023 | 25 |
BRIGHTON JONES LLC | 24 | 1 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 25 |
FOSTER DYKEMA CABOT & CO INC/MA | 25 | 25 | 0.06% | 0.08% | 0.10% | Q3 2013 | Q3 2019 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.15% | 0.34% | Q2 2017 | Q2 2023 | 25 |
BAR HARBOR WEALTH MANAGEMENT | 24 | 1 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q1 2023 | 25 |
First Command Bank | 25 | 25 | 0.00% | 0.03% | 0.17% | Q2 2017 | Q2 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 25 |
CHEMICAL BANK | 25 | 25 | 0.15% | 0.41% | 0.67% | Q2 2013 | Q2 2019 | 25 |
Norway Savings Bank | 25 | 25 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 25 |
Grantham, Mayo, Van Otterloo & Co. LLC | 22 | 3 | 0.00% | 0.56% | 0.95% | Q2 2013 | Q4 2019 | 25 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2020 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.03% | 0.07% | 0.11% | Q1 2015 | Q1 2021 | 25 |
MOODY LYNN & LIEBERSON, LLC | 25 | 25 | 0.93% | 1.43% | 2.21% | Q3 2017 | Q3 2023 | 25 |
Whitnell & Co. | 17 | 8 | 0.00% | 0.17% | 0.35% | Q2 2013 | Q4 2019 | 25 |
TRUST CO OF TOLEDO NA /OH/ | 25 | 25 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q4 2023 | 25 |
GSA CAPITAL PARTNERS LLP | 17 | 1 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q2 2020 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.04% | 0.10% | 0.28% | Q2 2013 | Q1 2019 | 24 |
CADINHA & CO LLC | 14 | 4 | 0.06% | 1.02% | 3.17% | Q1 2017 | Q3 2023 | 24 |
EVERMAY WEALTH MANAGEMENT LLC | 24 | 24 | 0.07% | 0.13% | 0.16% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.07% | 0.65% | Q2 2013 | Q1 2019 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.02% | 0.06% | 0.26% | Q4 2017 | Q3 2023 | 24 |
PINNACLE FINANCIAL PARTNERS INC | 23 | 1 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.07% | 0.12% | 0.30% | Q2 2013 | Q1 2019 | 24 |
DAVENPORT & Co LLC | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.36% | 0.85% | 1.27% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.13% | 0.17% | 0.20% | Q4 2017 | Q3 2023 | 24 |
ROCKLAND TRUST CO | 24 | 24 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 24 |
Cadence Bank | 24 | 24 | 0.03% | 0.16% | 0.60% | Q4 2017 | Q3 2023 | 24 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 24 | 24 | 0.97% | 1.37% | 1.77% | Q2 2013 | Q1 2019 | 24 |
Exchange Capital Management, Inc. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 24 |
Boston Partners | 14 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Ninety One UK Ltd | 21 | 3 | 0.03% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 6 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.74% | 0.99% | 1.17% | Q2 2013 | Q1 2019 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 24 |
MU Investments Co., Ltd. | 24 | 24 | 3.50% | 4.05% | 4.72% | Q4 2016 | Q3 2022 | 24 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 1 | 0.03% | 0.42% | 0.81% | Q2 2013 | Q3 2023 | 24 |
Nelson Capital Management, LLC | 14 | 10 | 0.00% | 1.07% | 2.66% | Q2 2016 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.16% | 0.19% | 0.22% | Q4 2017 | Q3 2023 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Personal Capital Advisors Corp | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 24 |
Penserra Capital Management LLC | 13 | 3 | 0.00% | 0.05% | 0.61% | Q4 2015 | Q3 2023 | 24 |
Point72 Hong Kong Ltd | 8 | 1 | 0.01% | 0.09% | 0.34% | Q3 2014 | Q3 2022 | 24 |
Wealth Alliance Advisory Group, LLC | 24 | 24 | 0.33% | 0.45% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.08% | 0.34% | 0.76% | Q4 2017 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 0.83% | 0.99% | 1.24% | Q4 2017 | Q3 2023 | 24 |
MayTech Global Investments, LLC | 24 | 24 | 1.36% | 1.76% | 2.34% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.07% | 0.29% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.09% | 0.14% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.14% | 0.77% | 1.88% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 0.06% | 0.56% | 2.08% | Q4 2017 | Q3 2023 | 24 |
Creegan & Nassoura Financial Group, LLC | 16 | 8 | 0.71% | 1.03% | 1.48% | Q4 2014 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Vident Investment Advisory, LLC | 9 | 1 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q2 2023 | 24 |
Clearstead Trust, LLC | 11 | 3 | 0.06% | 0.18% | 0.98% | Q2 2017 | Q3 2023 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 0.35% | 0.48% | 0.87% | Q4 2017 | Q3 2023 | 24 |
LGT CAPITAL PARTNERS LTD. | 24 | 24 | 0.45% | 2.81% | 3.99% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.03% | 0.12% | 0.21% | Q1 2017 | Q3 2023 | 24 |
Krilogy Financial LLC | 13 | 1 | 0.04% | 0.04% | 0.06% | Q3 2015 | Q1 2023 | 24 |
Beaumont Financial Partners, LLC | 23 | 23 | 0.05% | 0.06% | 0.09% | Q1 2017 | Q3 2022 | 23 |
Granite Investment Partners, LLC | 22 | 1 | 0.04% | 0.23% | 0.56% | Q2 2013 | Q3 2023 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 0.64% | 0.85% | 1.16% | Q2 2013 | Q4 2018 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.04% | 0.09% | 0.15% | Q4 2017 | Q3 2023 | 23 |
Ninety One North America, Inc. | 23 | 23 | 0.13% | 0.22% | 0.65% | Q1 2018 | Q3 2023 | 23 |
WCM INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.66% | 1.28% | 1.85% | Q1 2018 | Q3 2023 | 23 |
Oak Asset Management, LLC | 18 | 5 | 2.11% | 2.61% | 3.17% | Q4 2017 | Q3 2023 | 23 |
USS Investment Management Ltd | 14 | 9 | 0.06% | 0.52% | 1.17% | Q2 2013 | Q3 2023 | 23 |
Cypress Capital Group | 23 | 23 | 0.06% | 0.20% | 0.31% | Q1 2018 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
Larson Financial Group LLC | 20 | 3 | 0.04% | 0.14% | 0.27% | Q4 2017 | Q3 2023 | 23 |
CYPRESS CAPITAL MANAGEMENT LLC | 15 | 8 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2022 | 23 |
Private Harbour Investment Management & Counsel, LLC | 23 | 23 | 1.19% | 1.61% | 2.51% | Q1 2018 | Q3 2023 | 23 |
Lido Advisors, LLC | 23 | 23 | 0.01% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Jackson, Grant Investment Advisers, Inc. | 16 | 7 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Aristotle Capital Management, LLC | 16 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.03% | 0.49% | 2.31% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 21 | 2 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 23 |
Frontier Wealth Management LLC | 23 | 23 | 0.02% | 0.22% | 0.40% | Q4 2016 | Q2 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.19% | 0.24% | 0.30% | Q1 2018 | Q3 2023 | 23 |
SIGNET FINANCIAL MANAGEMENT, LLC | 21 | 2 | 0.52% | 0.93% | 1.26% | Q1 2016 | Q4 2021 | 23 |
Gs Investments, Inc. | 13 | 1 | 1.92% | 2.40% | 2.96% | Q2 2017 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.10% | 0.18% | 0.27% | Q4 2017 | Q2 2023 | 23 |
TRUST CO OF VIRGINIA /VA | 22 | 1 | 0.04% | 0.14% | 0.32% | Q3 2017 | Q3 2023 | 23 |
Point72 Asset Management, L.P. | 10 | 1 | 0.00% | 0.12% | 0.64% | Q1 2015 | Q3 2023 | 23 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 23 | 23 | 0.12% | 0.16% | 0.23% | Q1 2018 | Q3 2023 | 23 |
PRENTISS SMITH & CO INC | 22 | 1 | 0.09% | 0.46% | 1.02% | Q2 2013 | Q4 2020 | 23 |
NewEdge Advisors, LLC | 17 | 6 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.88% | 1.02% | 1.33% | Q1 2014 | Q3 2021 | 23 |
Private Ocean, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
GRIMES & COMPANY, INC. | 23 | 23 | 0.02% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q4 2022 | 22 |
GUARDIAN CAPITAL ADVISORS LP | 19 | 3 | 0.05% | 0.09% | 0.18% | Q2 2015 | Q4 2020 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2018 | 22 |
DF DENT & CO INC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
TWIN CAPITAL MANAGEMENT INC | 10 | 1 | 0.03% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 22 |
Aldebaran Financial Inc. | 20 | 2 | 0.16% | 0.31% | 0.48% | Q1 2014 | Q3 2019 | 22 |
Rossmore Private Capital | 22 | 22 | 0.33% | 0.70% | 0.94% | Q2 2018 | Q3 2023 | 22 |
GUARDIAN CAPITAL LP | 22 | 22 | 0.01% | 0.15% | 0.28% | Q4 2014 | Q1 2020 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.21% | 0.25% | 0.33% | Q2 2013 | Q3 2018 | 22 |
ST GERMAIN D J CO INC | 19 | 3 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2023 | 22 |
PGGM Investments | 10 | 3 | 0.00% | 0.16% | 0.34% | Q1 2013 | Q3 2023 | 22 |
MADISON INVESTMENT HOLDINGS INC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2018 | 22 |
Carmignac Gestion | 18 | 4 | 0.00% | 1.43% | 3.84% | Q4 2017 | Q3 2023 | 22 |
CX Institutional | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
JACOBS & CO/CA | 22 | 22 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Laurel Grove Capital, LLC | 22 | 22 | 0.26% | 0.36% | 0.54% | Q2 2013 | Q3 2018 | 22 |
VAN ECK ASSOCIATES CORP | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
1ST SOURCE BANK | 22 | 22 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Dorsey & Whitney Trust CO LLC | 17 | 5 | 0.04% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 22 |
Provident Investment Management, Inc. | 22 | 22 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 2 | 0.00% | 0.31% | 0.60% | Q2 2013 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Investment Counsel Inc. | 22 | 22 | 0.67% | 0.88% | 0.99% | Q4 2015 | Q1 2021 | 22 |
STRATEGY ASSET MANAGERS LLC | 13 | 4 | 0.02% | 0.23% | 0.59% | Q3 2016 | Q3 2023 | 22 |
Man Group plc | 16 | 6 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 22 |
ETRADE Capital Management LLC | 18 | 4 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 22 |
CHICAGO TRUST Co NA | 14 | 4 | 0.08% | 0.30% | 0.66% | Q1 2015 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 2.50% | 3.36% | 4.31% | Q3 2018 | Q3 2023 | 21 |
Redwood Investments, LLC | 15 | 6 | 0.00% | 0.21% | 0.40% | Q1 2016 | Q3 2023 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
NOVARE CAPITAL MANAGEMENT LLC | 20 | 1 | 0.39% | 1.03% | 1.23% | Q3 2015 | Q3 2023 | 21 |
Simplicity Solutions, LLC | 21 | 21 | 0.01% | 0.09% | 0.41% | Q3 2018 | Q3 2023 | 21 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 8 | 0.01% | 0.16% | 0.27% | Q1 2014 | Q2 2019 | 21 |
PIEDMONT INVESTMENT ADVISORS INC | 20 | 1 | 0.01% | 0.35% | 0.72% | Q2 2013 | Q1 2020 | 21 |
SECURITY NATIONAL TRUST CO | 17 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 21 |
Royal Fund Management, LLC | 18 | 3 | 0.01% | 0.20% | 0.34% | Q2 2018 | Q3 2023 | 21 |
ZACKS INVESTMENT MANAGEMENT | 21 | 21 | 0.10% | 0.17% | 0.20% | Q3 2018 | Q3 2023 | 21 |
CREDIT AGRICOLE S A | 18 | 2 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 21 |
Ridgewood Investments LLC | 19 | 2 | 0.01% | 0.53% | 0.79% | Q4 2016 | Q2 2023 | 21 |
Kendall Capital Management | 18 | 3 | 0.10% | 0.19% | 0.25% | Q4 2017 | Q3 2023 | 21 |
CIDEL ASSET MANAGEMENT INC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
Copeland Capital Management, LLC | 20 | 1 | 0.00% | 0.16% | 1.21% | Q3 2015 | Q3 2023 | 21 |
Transform Wealth, LLC | 18 | 1 | 0.06% | 0.13% | 0.38% | Q1 2017 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 11 | 10 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 21 |
Peachtree Investment Advisors, Inc. | 21 | 21 | 0.28% | 0.42% | 0.50% | Q4 2013 | Q4 2018 | 21 |
Perigon Wealth Management, LLC | 12 | 1 | 0.01% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.14% | 0.23% | 0.39% | Q3 2018 | Q3 2023 | 21 |
LVZ, Inc. | 16 | 2 | 0.07% | 0.09% | 0.16% | Q3 2016 | Q3 2023 | 21 |
Annex Advisory Services, LLC | 19 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.09% | 0.24% | Q1 2017 | Q3 2023 | 21 |
Ahrens Investment Partners LLC | 21 | 21 | 0.09% | 0.18% | 0.24% | Q1 2018 | Q1 2023 | 21 |
CenturyLink Investment Management Co | 21 | 21 | 0.01% | 0.48% | 0.81% | Q1 2015 | Q1 2020 | 21 |
Schonfeld Strategic Advisors LLC | 20 | 1 | 0.00% | 0.12% | 0.42% | Q2 2017 | Q2 2023 | 21 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.13% | 0.28% | 0.58% | Q4 2017 | Q4 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.08% | 0.11% | Q2 2013 | Q2 2018 | 21 |
Dakota Wealth Management | 21 | 21 | 0.08% | 0.16% | 0.38% | Q3 2018 | Q3 2023 | 21 |
KLINGENSTEIN FIELDS & CO LP | 21 | 21 | 0.18% | 0.84% | 1.20% | Q3 2018 | Q3 2023 | 21 |
Arete Wealth Advisors, LLC | 12 | 9 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 21 |
Keel Point, LLC | 21 | 21 | 0.03% | 0.33% | 0.67% | Q3 2018 | Q3 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.24% | 0.97% | 1.64% | Q4 2017 | Q4 2022 | 21 |
Abbot Financial Management, Inc. | 21 | 21 | 0.28% | 0.33% | 0.40% | Q2 2017 | Q2 2022 | 21 |
BANQUE PICTET & CIE SA | 11 | 1 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 10 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 21 |
D L CARLSON INVESTMENT GROUP INC | 21 | 21 | 0.52% | 1.80% | 2.54% | Q4 2014 | Q4 2019 | 21 |
SeaCrest Wealth Management, LLC | 13 | 1 | 0.02% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.06% | 0.11% | 0.16% | Q3 2018 | Q3 2023 | 21 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 18 | 1 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q1 2021 | 21 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 7 | 0.01% | 0.08% | 0.17% | Q4 2015 | Q1 2021 | 21 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 20 |
CI INVESTMENTS INC. | 20 | 20 | 0.00% | 0.54% | 1.23% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
&PARTNERS | 20 | 20 | 0.34% | 0.58% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.16% | 0.67% | Q4 2015 | Q3 2020 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.19% | 0.29% | 0.41% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.20% | 0.31% | 0.54% | Q3 2017 | Q2 2022 | 20 |
TODD ASSET MANAGEMENT LLC | 16 | 1 | 0.01% | 0.54% | 0.80% | Q2 2013 | Q1 2019 | 20 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 20 |
CAMPBELL CAPITAL MANAGEMENT INC | 19 | 1 | 0.14% | 0.20% | 0.33% | Q4 2018 | Q4 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.02% | 0.20% | 0.77% | Q1 2018 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.15% | 0.29% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.09% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Advisory Alpha, LLC | 20 | 20 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Independent Order of Foresters | 20 | 20 | 0.14% | 0.36% | 0.62% | Q2 2013 | Q1 2018 | 20 |
Koshinski Asset Management, Inc. | 11 | 9 | 0.08% | 0.29% | 0.82% | Q2 2016 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 1.39% | 1.89% | 2.57% | Q2 2013 | Q3 2018 | 20 |
Financial Advisors, LLC | 20 | 20 | 0.11% | 0.20% | 0.30% | Q4 2018 | Q3 2023 | 20 |
INTRUST BANK NA | 20 | 20 | 0.09% | 0.13% | 0.20% | Q3 2015 | Q2 2020 | 20 |
COZAD ASSET MANAGEMENT INC | 16 | 4 | 0.03% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.18% | 0.22% | 0.27% | Q4 2017 | Q3 2022 | 20 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 20 | 20 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Northeast Financial Consultants Inc | 19 | 1 | 0.05% | 0.07% | 0.09% | Q3 2018 | Q3 2023 | 20 |
CPWM, LLC | 11 | 1 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q2 2021 | 20 |
RWA WEALTH PARTNERS, LLC | 14 | 6 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.06% | 0.15% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.35% | 0.46% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Ocean Capital Management, LLC | 20 | 20 | 1.27% | 1.72% | 2.42% | Q4 2018 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.29% | 0.41% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.02% | 0.10% | 0.26% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2019 | 20 |
D.B. Root & Company, LLC | 19 | 1 | 0.09% | 0.26% | 0.42% | Q3 2018 | Q3 2023 | 20 |
Weiss Multi-Strategy Advisers LLC | 11 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.42% | 0.51% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Corient Capital Partners, LLC | 20 | 20 | 0.04% | 0.08% | 0.17% | Q4 2017 | Q3 2022 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.04% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q2 2018 | 20 |
FIRST INTERSTATE BANK | 12 | 2 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 20 |
VISTA CAPITAL PARTNERS, INC. | 18 | 2 | 0.11% | 0.20% | 0.82% | Q3 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.13% | 0.17% | 0.23% | Q2 2013 | Q1 2018 | 20 |
CORNERSTONE ADVISORS INC | 14 | 1 | 0.00% | 0.16% | 0.36% | Q4 2013 | Q4 2021 | 20 |
Peachtree Investment Partners, LLC | 20 | 20 | 0.54% | 0.95% | 2.38% | Q4 2018 | Q3 2023 | 20 |
Van Hulzen Asset Management, LLC | 12 | 1 | 0.02% | 0.89% | 2.25% | Q4 2013 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 2.56% | 3.26% | 4.46% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.09% | 0.19% | 0.31% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 1.35% | 1.64% | 1.85% | Q4 2018 | Q3 2023 | 20 |
Perpetual Ltd | 12 | 2 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.10% | 0.21% | 0.32% | Q3 2017 | Q2 2022 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.09% | 0.12% | 0.15% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.03% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.08% | 0.21% | 0.30% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.05% | 0.07% | 0.08% | Q1 2013 | Q4 2017 | 20 |
BB&T SECURITIES, LLC | 19 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2019 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.10% | 0.13% | 0.16% | Q4 2018 | Q3 2023 | 20 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 19 | 1 | 0.04% | 0.20% | 0.48% | Q1 2013 | Q1 2018 | 20 |
Edgestream Partners, L.P. | 16 | 1 | 0.02% | 0.60% | 1.29% | Q3 2016 | Q4 2022 | 20 |
Brookstone Capital Management | 10 | 2 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 16 | 3 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 19 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 14 | 1 | 0.20% | 0.26% | 0.35% | Q3 2018 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.05% | 0.10% | 0.18% | Q1 2019 | Q3 2023 | 19 |
CAPITAL ADVISORS INC/OK | 19 | 19 | 0.43% | 0.65% | 0.79% | Q1 2019 | Q3 2023 | 19 |
MainStreet Investment Advisors LLC | 19 | 19 | 0.02% | 0.30% | 0.49% | Q3 2018 | Q1 2023 | 19 |
Apriem Advisors | 15 | 2 | 0.00% | 1.55% | 2.74% | Q1 2016 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Shamrock Asset Management LLC | 19 | 19 | 0.20% | 0.28% | 0.53% | Q1 2015 | Q3 2019 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 19 |
MIROVA | 19 | 19 | 0.01% | 0.51% | 0.96% | Q1 2019 | Q3 2023 | 19 |
Lee Capital Holdings LLC | 19 | 19 | 1.08% | 1.77% | 3.74% | Q2 2018 | Q4 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.05% | 0.18% | Q1 2019 | Q3 2023 | 19 |
CAMBRIDGE TRUST CO | 8 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 15 | 4 | 0.02% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 19 |
First Western Capital Management Co | 18 | 1 | 0.91% | 1.84% | 3.09% | Q4 2013 | Q3 2018 | 19 |
Stockman Wealth Management, Inc. | 19 | 19 | 0.07% | 0.09% | 0.11% | Q1 2019 | Q3 2023 | 19 |
LYELL WEALTH MANAGEMENT, LP | 19 | 19 | 0.93% | 1.13% | 1.43% | Q1 2019 | Q3 2023 | 19 |
Vectors Research Management, LLC | 16 | 1 | 0.01% | 0.07% | 0.20% | Q3 2018 | Q3 2023 | 19 |
TELEMUS CAPITAL, LLC | 9 | 1 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.26% | 0.49% | 0.73% | Q1 2019 | Q3 2023 | 19 |
STRATEGIC CAPITAL ADVISERS, INC. | 19 | 19 | 2.04% | 2.63% | 3.22% | Q4 2017 | Q2 2022 | 19 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 19 |
Atlantic Union Bankshares Corp | 18 | 1 | 0.01% | 0.07% | 0.08% | Q1 2014 | Q3 2023 | 19 |
FULTON BANK, N.A. | 15 | 4 | 0.01% | 0.10% | 0.18% | Q1 2019 | Q4 2023 | 19 |
GRATRY & Co LLC | 10 | 9 | 0.11% | 0.19% | 0.32% | Q2 2013 | Q1 2018 | 19 |
OppenheimerFunds, Inc. | 19 | 19 | 0.04% | 0.18% | 0.40% | Q3 2014 | Q1 2019 | 19 |
First Bank & Trust | 13 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 19 |
ALPS ADVISORS INC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 19 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.02% | 0.11% | Q3 2016 | Q1 2022 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.15% | 0.55% | 0.76% | Q3 2018 | Q3 2023 | 19 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2020 | 19 |
Wharton Business Group, LLC | 19 | 19 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q4 2017 | 19 |
NN Investment Partners Holdings N.V. | 7 | 6 | 0.00% | 0.08% | 0.56% | Q1 2016 | Q1 2022 | 19 |
CNB Bank | 18 | 1 | 0.00% | 0.16% | 0.26% | Q4 2017 | Q3 2023 | 19 |
P.R. Herzig & Co. Inc. | 19 | 19 | 0.52% | 1.28% | 2.00% | Q3 2013 | Q1 2018 | 19 |
Quad-Cities Investment Group, LLC | 7 | 5 | 0.16% | 0.18% | 0.20% | Q2 2018 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2018 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Richard Bernstein Advisors LLC | 11 | 8 | 0.06% | 0.13% | 0.31% | Q3 2018 | Q3 2023 | 19 |
PineBridge Investments, L.P. | 6 | 2 | 0.00% | 0.05% | 0.51% | Q2 2013 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
Private Capital Advisors, Inc. | 18 | 1 | 0.32% | 1.43% | 2.34% | Q1 2016 | Q1 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.12% | 0.34% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.07% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
JENNISON ASSOCIATES LLC | 14 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Claro Advisors LLC | 18 | 1 | 0.17% | 0.25% | 0.30% | Q4 2018 | Q3 2023 | 19 |
Independent Advisor Alliance | 16 | 3 | 0.06% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.02% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 19 |
LOWE BROCKENBROUGH & CO INC | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.37% | 0.66% | 0.93% | Q1 2019 | Q3 2023 | 19 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.12% | 0.63% | Q1 2014 | Q2 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 19 |
BANCORPSOUTH INC | 18 | 18 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q3 2017 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CATAWBA CAPITAL MANAGEMENT /VA | 18 | 18 | 0.05% | 0.09% | 0.14% | Q1 2014 | Q2 2018 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2017 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.16% | 0.41% | Q1 2017 | Q3 2023 | 18 |
Kovack Advisors, Inc. | 17 | 1 | 0.03% | 0.08% | 0.17% | Q3 2018 | Q2 2023 | 18 |
Quantitative Investment Management, LLC | 6 | 1 | 0.04% | 0.19% | 0.47% | Q3 2013 | Q2 2022 | 18 |
Capital Asset Advisory Services LLC | 18 | 18 | 0.02% | 0.06% | 0.24% | Q2 2019 | Q3 2023 | 18 |
JGP Global Gestao de Recursos Ltda. | 18 | 18 | 0.16% | 0.74% | 5.44% | Q2 2019 | Q3 2023 | 18 |
Empirical Finance, LLC | 16 | 1 | 0.01% | 0.15% | 0.25% | Q4 2016 | Q3 2023 | 18 |
BRASADA CAPITAL MANAGEMENT, LP | 11 | 7 | 0.09% | 0.17% | 0.23% | Q4 2017 | Q2 2022 | 18 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.44% | 0.58% | 0.71% | Q2 2013 | Q3 2017 | 18 |
BURNEY CO/ | 13 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Horan Securities, Inc. | 7 | 1 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q2 2023 | 18 |
TEALWOOD ASSET MANAGEMENT INC | 18 | 18 | 0.53% | 0.80% | 1.01% | Q1 2013 | Q2 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2017 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2020 | 18 |
Gateway Advisory, LLC | 9 | 3 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.11% | 0.16% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Virtue Capital Management, LLC | 14 | 1 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 18 |
Sequoia Financial Advisors, LLC | 10 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Trellis Advisors, LLC | 14 | 4 | 0.12% | 0.16% | 0.19% | Q1 2019 | Q3 2023 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.16% | 0.21% | 0.39% | Q4 2016 | Q1 2021 | 18 |
Stonebridge Capital Advisors LLC | 18 | 18 | 0.01% | 0.21% | 0.32% | Q2 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
Private Vista, LLC | 14 | 4 | 0.14% | 0.22% | 0.43% | Q4 2015 | Q2 2020 | 18 |
BADGLEY PHELPS & BELL INC | 18 | 18 | 0.54% | 0.60% | 0.70% | Q1 2017 | Q2 2021 | 18 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.29% | 1.00% | Q2 2013 | Q2 2022 | 18 |
TUKMAN GROSSMAN CAPITAL MANAGEMENT INC | 18 | 18 | 4.81% | 6.81% | 8.68% | Q2 2013 | Q3 2017 | 18 |
DUBUQUE BANK & TRUST CO | 9 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 18 |
PLIMOTH TRUST CO LLC | 18 | 18 | 0.10% | 0.63% | 0.91% | Q2 2019 | Q3 2023 | 18 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q2 2022 | 18 |
Accredited Investors Inc. | 8 | 2 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q1 2023 | 18 |
Keeler Thomas Management LLC | 18 | 18 | 0.47% | 1.86% | 3.35% | Q4 2017 | Q1 2022 | 18 |
Transamerica Financial Advisors, Inc. | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Community Bank & Trust, Waco, Texas | 8 | 3 | 0.07% | 0.12% | 0.19% | Q3 2018 | Q2 2023 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.08% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 17 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 12 | 5 | 0.26% | 0.79% | 1.55% | Q3 2014 | Q3 2023 | 17 |
AMERICAN NATIONAL BANK | 16 | 1 | 0.02% | 1.25% | 1.80% | Q1 2018 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Cannell & Co. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Ziegler Capital Management, LLC | 15 | 2 | 0.06% | 0.33% | 0.55% | Q2 2013 | Q3 2023 | 17 |
Wealthquest Corp | 13 | 4 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.46% | 0.61% | 0.83% | Q3 2019 | Q3 2023 | 17 |
Advisory Resource Group | 13 | 4 | 0.07% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.08% | 0.18% | Q4 2018 | Q4 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.19% | 0.24% | 0.29% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
MGO ONE SEVEN LLC | 14 | 1 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.03% | 0.08% | 0.12% | Q2 2017 | Q2 2021 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.05% | 0.09% | 0.15% | Q1 2018 | Q1 2022 | 17 |
Wolff Financial Management LLC | 10 | 1 | 0.67% | 1.11% | 1.36% | Q4 2018 | Q3 2023 | 17 |
NUANCE INVESTMENTS, LLC | 6 | 2 | 0.01% | 1.08% | 7.29% | Q2 2013 | Q1 2020 | 17 |
Taylor Frigon Capital Management LLC | 15 | 2 | 0.02% | 0.51% | 0.84% | Q4 2014 | Q3 2023 | 17 |
SHEPHERD KAPLAN KROCHUK, LLC | 17 | 17 | 0.02% | 0.20% | 0.52% | Q1 2014 | Q1 2018 | 17 |
LA FINANCIERE DE L'ECHIQUIER | 16 | 1 | 0.23% | 2.86% | 5.71% | Q1 2019 | Q3 2023 | 17 |
ERn Financial, LLC | 13 | 4 | 0.12% | 0.20% | 0.31% | Q1 2019 | Q3 2023 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 1.08% | 1.34% | 1.88% | Q4 2017 | Q1 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q2 2017 | 17 |
OMERS ADMINISTRATION Corp | 9 | 2 | 0.02% | 1.64% | 4.05% | Q2 2017 | Q3 2023 | 17 |
ABNER HERRMAN & BROCK LLC | 17 | 17 | 0.40% | 1.06% | 1.44% | Q3 2019 | Q3 2023 | 17 |
Sharkey, Howes & Javer | 13 | 1 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q2 2023 | 17 |
WealthTrust-Arizona, LLC | 10 | 7 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2018 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
NORTHEAST INVESTMENT MANAGEMENT | 14 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 17 |
Kiwi Wealth Investments Limited Partnership | 9 | 1 | 0.14% | 0.63% | 1.19% | Q1 2018 | Q3 2022 | 17 |
Taylor Wealth Management Partners | 11 | 6 | 0.01% | 0.06% | 0.13% | Q2 2015 | Q1 2022 | 17 |
Advisors Capital Management, LLC | 12 | 5 | 0.01% | 0.10% | 0.32% | Q4 2018 | Q3 2023 | 17 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 17 | 17 | 0.02% | 0.20% | 0.35% | Q4 2015 | Q4 2019 | 17 |
SpiderRock Advisors, LLC | 15 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 17 |
WINTON GROUP Ltd | 11 | 1 | 0.00% | 0.13% | 0.58% | Q2 2014 | Q3 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 10 | 1 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.08% | 0.13% | 0.26% | Q2 2013 | Q2 2017 | 17 |
Cordasco Financial Network | 17 | 17 | 0.02% | 0.02% | 0.06% | Q2 2018 | Q2 2022 | 17 |
iAB Financial Bank | 17 | 17 | 1.78% | 2.19% | 2.60% | Q2 2013 | Q2 2017 | 17 |
Wealthspire Advisors, LLC | 15 | 1 | 0.01% | 0.04% | 0.33% | Q4 2018 | Q3 2023 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.03% | 0.09% | 0.33% | Q4 2019 | Q4 2023 | 17 |
Harfst & Associates, Inc. | 9 | 8 | 0.00% | 0.36% | 1.09% | Q2 2015 | Q4 2020 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 17 |
SeaBridge Investment Advisors LLC | 15 | 2 | 0.00% | 0.97% | 1.43% | Q2 2013 | Q3 2023 | 17 |
CAPITAL GUARDIAN TRUST CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q4 2023 | 17 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2022 | 17 |
Monte Financial Group, LLC | 8 | 4 | 0.22% | 0.31% | 0.48% | Q4 2017 | Q3 2023 | 17 |
Pegasus Partners Ltd. | 17 | 17 | 0.40% | 0.59% | 1.10% | Q3 2019 | Q3 2023 | 17 |
Freestone Capital Holdings, LLC | 16 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2022 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q2 2022 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 17 |
Strategic Wealth Partners, Ltd. | 17 | 17 | 0.02% | 0.53% | 0.99% | Q1 2019 | Q1 2023 | 17 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 17 |
Endurant Capital Management LP | 13 | 1 | 0.25% | 1.67% | 3.09% | Q4 2014 | Q3 2023 | 17 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 17 | 17 | 0.02% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Vestcor Inc | 16 | 16 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q1 2017 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
THOMAS WHITE INTERNATIONAL LTD | 16 | 16 | 0.07% | 0.17% | 0.25% | Q3 2019 | Q2 2023 | 16 |
Tidal Investments LLC | 16 | 16 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.23% | 0.27% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.51% | 0.66% | 0.97% | Q4 2019 | Q3 2023 | 16 |
V Wealth Advisors LLC | 13 | 1 | 0.02% | 0.28% | 0.64% | Q2 2017 | Q1 2023 | 16 |
Cascade Investment Advisors, Inc. | 15 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 16 |
Lee Financial Co | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Wellesley Investment Partners, LLC | 16 | 16 | 0.13% | 0.20% | 0.24% | Q4 2015 | Q3 2019 | 16 |
Savant Capital, LLC | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Teza Capital Management LLC | 4 | 1 | 0.12% | 0.36% | 0.72% | Q1 2017 | Q3 2023 | 16 |
CAMG Solamere Management, LLC | 16 | 16 | 0.13% | 0.34% | 0.68% | Q4 2016 | Q3 2020 | 16 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 16 | 16 | 2.01% | 2.44% | 3.00% | Q1 2016 | Q4 2019 | 16 |
MASTRAPASQUA ASSET MANAGEMENT INC | 15 | 1 | 0.02% | 0.05% | 0.06% | Q2 2017 | Q4 2021 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.25% | 0.35% | 0.49% | Q4 2019 | Q3 2023 | 16 |
MISSION WEALTH MANAGEMENT, LP | 13 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.08% | 0.42% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.27% | 0.35% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.29% | 0.36% | 0.53% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.94% | 1.13% | 1.26% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Cabot-Wellington, LLC | 16 | 16 | 3.46% | 5.65% | 8.81% | Q2 2013 | Q1 2017 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.26% | 0.39% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.34% | 0.45% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.19% | 0.30% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 1.20% | 1.57% | 1.90% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.40% | 0.48% | 0.67% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.36% | 0.92% | 1.12% | Q4 2019 | Q3 2023 | 16 |
Chronos Wealth Management, LLC | 16 | 16 | 3.06% | 3.73% | 4.42% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.14% | 0.44% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Spectrum Management Group, LLC | 13 | 3 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2020 | 16 |
Bank of Marin | 16 | 16 | 0.60% | 0.67% | 0.74% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.41% | 0.50% | 0.62% | Q4 2019 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.10% | 0.17% | 0.66% | Q2 2019 | Q3 2023 | 16 |
Capital Bank & Trust Co | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Lombard Odier Asset Management (Europe) Ltd | 14 | 1 | 0.01% | 0.30% | 1.10% | Q4 2013 | Q1 2021 | 16 |
Csenge Advisory Group | 15 | 1 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 16 |
GPM Growth Investors, Inc. | 16 | 16 | 3.12% | 3.36% | 3.78% | Q4 2019 | Q3 2023 | 16 |
QVR LLC | 3 | 3 | 0.00% | 0.05% | 0.15% | Q1 2021 | Q3 2022 | 16 |
ARBOR TRUST WEALTH ADVISORS, LLC | 16 | 16 | 1.66% | 1.99% | 2.35% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.57% | 0.66% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.16% | 0.27% | Q4 2019 | Q3 2023 | 16 |
CHILTON INVESTMENT CO INC. | 14 | 2 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 16 |
South Dakota Investment Council | 12 | 4 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q1 2023 | 16 |
Olstein Capital Management, L.P. | 16 | 16 | 0.32% | 0.80% | 1.16% | Q2 2013 | Q1 2017 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2017 | 16 |
Zebra Capital Management LLC | 16 | 16 | 0.19% | 0.46% | 0.58% | Q3 2013 | Q2 2017 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.04% | 0.20% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.13% | 0.20% | 0.38% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.00% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.04% | 0.36% | 0.89% | Q4 2019 | Q3 2023 | 16 |
JOHN G ULLMAN & ASSOCIATES INC | 16 | 16 | 0.23% | 0.27% | 0.30% | Q2 2013 | Q1 2017 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.45% | 0.92% | 1.63% | Q4 2019 | Q3 2023 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.60% | 0.79% | 0.90% | Q4 2014 | Q3 2018 | 16 |
NorthRock Partners, LLC | 16 | 16 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Pensionfund DSM Netherlands | 9 | 1 | 0.00% | 0.49% | 0.63% | Q3 2015 | Q4 2021 | 16 |
OSSIAM | 9 | 3 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.09% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
TCW GROUP INC | 15 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.19% | 0.86% | 1.53% | Q2 2013 | Q1 2017 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 16 |
MONECO Advisors, LLC | 12 | 4 | 0.10% | 0.14% | 0.32% | Q1 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Montecito Bank & Trust | 15 | 1 | 0.02% | 0.16% | 0.21% | Q4 2016 | Q4 2023 | 16 |
RPG Investment Advisory, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.46% | 0.79% | Q2 2018 | Q3 2023 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 2.80% | 3.26% | 3.72% | Q4 2019 | Q3 2023 | 16 |
Old North State Trust, LLC | 7 | 3 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q1 2023 | 16 |
Mn Services Vermogensbeheer B.V. | 14 | 2 | 0.12% | 0.23% | 0.47% | Q1 2016 | Q3 2023 | 16 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 16 | 16 | 0.01% | 3.06% | 3.64% | Q4 2019 | Q3 2023 | 16 |
Sepio Capital, LP | 7 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Watchman Group, Inc. | 16 | 16 | 2.02% | 2.58% | 3.08% | Q4 2019 | Q3 2023 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 16 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2023 | 16 |
Meristem Family Wealth, LLC | 13 | 2 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q1 2022 | 15 |
RVW Wealth, LLC | 8 | 7 | 0.10% | 0.14% | 0.18% | Q1 2019 | Q4 2023 | 15 |
GILL CAPITAL PARTNERS, LLC | 14 | 1 | 0.13% | 0.14% | 0.16% | Q4 2018 | Q4 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 15 | 15 | 0.65% | 0.78% | 1.13% | Q1 2020 | Q3 2023 | 15 |
KELLEHER FINANCIAL ADVISORS | 10 | 2 | 0.14% | 0.19% | 0.33% | Q2 2019 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 15 | 15 | 0.30% | 0.49% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Alley Co LLC | 15 | 15 | 0.15% | 0.84% | 1.39% | Q2 2018 | Q4 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Hummer Financial Advisory Services Inc | 14 | 1 | 0.22% | 0.29% | 0.35% | Q4 2019 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.59% | 0.65% | 0.73% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
FIRST FOUNDATION ADVISORS | 8 | 2 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q4 2016 | 15 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.09% | 0.38% | 1.78% | Q2 2013 | Q4 2019 | 15 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 2 | 0.01% | 0.28% | 0.68% | Q3 2013 | Q4 2018 | 15 |
BlackRock Group LTD | 15 | 15 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q4 2016 | 15 |
ROOSEVELT INVESTMENT GROUP LLC | 15 | 15 | 0.62% | 0.87% | 0.97% | Q1 2019 | Q3 2022 | 15 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 15 | 15 | 0.19% | 0.30% | 0.44% | Q1 2020 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 25.49% | 34.10% | 44.30% | Q4 2019 | Q3 2023 | 15 |
LATHROP INVESTMENT MANAGEMENT CORP | 15 | 15 | 0.39% | 2.32% | 3.40% | Q1 2020 | Q3 2023 | 15 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.09% | 0.36% | Q2 2016 | Q1 2023 | 15 |
PacWest Financial Management Inc | 15 | 15 | 0.28% | 0.89% | 1.11% | Q2 2013 | Q4 2016 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.04% | 0.18% | 0.28% | Q1 2017 | Q3 2020 | 15 |
OFI Advisors LLC | 11 | 4 | 0.05% | 0.05% | 0.06% | Q3 2011 | Q3 2015 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.11% | 0.15% | 0.18% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Wolf Group Capital Advisors | 15 | 15 | 0.14% | 0.51% | 0.76% | Q4 2013 | Q2 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 15 |
BOK Financial Private Wealth, Inc. | 12 | 3 | 0.01% | 0.12% | 0.50% | Q4 2019 | Q3 2023 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 1.24% | 1.43% | 1.62% | Q4 2019 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.16% | 0.23% | 0.29% | Q3 2016 | Q1 2020 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 4 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Integrated Advisors Network LLC | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
PENSIOENFONDS RAIL & OV | 15 | 15 | 2.08% | 2.83% | 3.36% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.08% | 0.13% | 0.17% | Q4 2015 | Q3 2023 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 1.10% | 1.41% | 1.67% | Q4 2019 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2021 | 15 |
Natixis Investment Managers International | 9 | 1 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q2 2022 | 15 |
Alyeska Investment Group, L.P. | 3 | 2 | 0.03% | 0.57% | 1.11% | Q2 2013 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 11 | 1 | 0.02% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 15 |
PAX Financial Group, LLC | 15 | 15 | 0.15% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Dundas Partners LLP | 15 | 15 | 0.87% | 2.49% | 3.18% | Q1 2020 | Q3 2023 | 15 |
Polaris Wealth Advisory Group, LLC | 8 | 1 | 0.04% | 1.25% | 2.44% | Q2 2013 | Q4 2020 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.21% | 0.26% | 0.30% | Q4 2017 | Q2 2021 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.14% | 0.22% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Key FInancial Inc | 15 | 15 | 0.15% | 0.22% | 0.31% | Q1 2020 | Q3 2023 | 15 |
COBIZ WEALTH, LLC | 14 | 1 | 0.04% | 0.34% | 1.27% | Q2 2013 | Q2 2019 | 15 |
MV CAPITAL MANAGEMENT, INC. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 15 |
AustralianSuper Pty Ltd | 8 | 7 | 0.98% | 2.13% | 4.24% | Q1 2018 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.03% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 15 |
Hilltop Holdings Inc. | 11 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 14 | 1 | 0.01% | 0.03% | 0.03% | Q1 2018 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 2 | 0.06% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 15 |
QUEST INVESTMENT MANAGEMENT LLC | 8 | 7 | 1.21% | 1.78% | 2.18% | Q2 2018 | Q3 2023 | 15 |
Country Club Trust Company, n.a. | 15 | 15 | 0.03% | 0.08% | 0.14% | Q2 2018 | Q4 2021 | 15 |
Skylands Capital, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Enterprise Bank & Trust Co | 13 | 2 | 0.09% | 0.76% | 1.02% | Q1 2019 | Q3 2023 | 15 |
Goelzer Investment Management, Inc. | 9 | 6 | 0.02% | 0.08% | 0.23% | Q2 2019 | Q3 2023 | 15 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.09% | 0.15% | Q2 2010 | Q3 2023 | 15 |
Cedar Wealth Management, LLC | 14 | 14 | 0.12% | 0.19% | 0.22% | Q1 2016 | Q2 2019 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 14 |
DODGE & COX | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2020 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MCDANIEL TERRY & CO | 14 | 14 | 1.09% | 1.63% | 2.01% | Q2 2020 | Q3 2023 | 14 |
McCollum Christoferson Group LLC | 8 | 2 | 0.05% | 0.48% | 3.02% | Q4 2017 | Q3 2023 | 14 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 14 |
Wesleyan Assurance Society | 14 | 14 | 0.13% | 0.21% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Vestmark Advisory Solutions, Inc. | 13 | 1 | 0.03% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 14 |
Assenagon Asset Management S.A. | 9 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
WASATCH ADVISORS LP | 14 | 14 | 0.11% | 0.19% | 0.23% | Q2 2013 | Q3 2016 | 14 |
Capital Advantage, Inc. | 14 | 14 | 0.07% | 0.10% | 0.15% | Q4 2013 | Q1 2017 | 14 |
AlphaCrest Capital Management LLC | 7 | 7 | 0.03% | 0.20% | 0.57% | Q4 2018 | Q2 2022 | 14 |
AMERICAN ASSET MANAGEMENT INC. | 14 | 14 | 0.34% | 0.56% | 0.75% | Q3 2016 | Q4 2019 | 14 |
EXCALIBUR MANAGEMENT CORP | 14 | 14 | 0.35% | 0.42% | 0.50% | Q2 2020 | Q3 2023 | 14 |
CARRET ASSET MANAGEMENT, LLC | 7 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 14 |
Physician Wealth Advisors, Inc. | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2019 | 14 |
GUYASUTA INVESTMENT ADVISORS INC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 3 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 14 |
AHL Partners LLP | 14 | 14 | 0.04% | 0.15% | 0.37% | Q3 2014 | Q4 2017 | 14 |
Secure Asset Management, LLC | 10 | 4 | 0.11% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 14 |
Pensionfund Sabic | 9 | 1 | 0.00% | 0.60% | 0.72% | Q3 2015 | Q4 2020 | 14 |
HOWE & RUSLING INC | 12 | 2 | 0.00% | 0.76% | 1.24% | Q1 2018 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.12% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
IBERIABANK CORP | 14 | 14 | 0.03% | 0.10% | 0.23% | Q4 2016 | Q1 2020 | 14 |
Stratos Wealth Advisors, LLC | 10 | 4 | 0.07% | 0.13% | 0.21% | Q4 2018 | Q3 2023 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 1 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q3 2017 | 14 |
PEOPLES BANK /OH | 14 | 14 | 0.18% | 0.23% | 0.27% | Q2 2020 | Q3 2023 | 14 |
GLG LLC | 11 | 3 | 0.06% | 0.10% | 0.15% | Q1 2014 | Q4 2017 | 14 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.07% | 0.28% | Q4 2013 | Q2 2023 | 14 |
CreativeOne Wealth, LLC | 11 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 14 |
Mutual Advisors, LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Legacy Private Trust Co. | 14 | 14 | 0.04% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.03% | 0.08% | 0.16% | Q4 2013 | Q1 2017 | 14 |
Blue Zone Wealth Advisors, LLC | 14 | 14 | 1.56% | 2.12% | 3.22% | Q2 2020 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.00% | 0.11% | 0.14% | Q1 2017 | Q2 2020 | 14 |
Principal Street Partners, LLC | 14 | 14 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q2 2023 | 14 |
VILLERE ST DENIS J & CO LLC | 14 | 14 | 1.93% | 4.07% | 4.75% | Q2 2020 | Q3 2023 | 14 |
COMMUNITY TRUST & INVESTMENT CO | 14 | 14 | 0.14% | 0.17% | 0.19% | Q2 2014 | Q3 2017 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.01% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
EFG Asset Management (Americas) Corp. | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Hixon Zuercher, LLC | 14 | 14 | 2.26% | 2.67% | 3.66% | Q2 2020 | Q3 2023 | 14 |
Hunter Perkins Capital Management, LLC | 14 | 14 | 0.35% | 0.50% | 0.76% | Q2 2020 | Q3 2023 | 14 |
Affinity Capital Advisors, LLC | 10 | 4 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Valmark Advisers, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Inspire Investing, LLC | 9 | 1 | 0.02% | 0.20% | 1.32% | Q4 2017 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2020 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2016 | 14 |
Mosaic Family Wealth, LLC | 8 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q3 2019 | 14 |
DEERE & CO | 14 | 14 | 0.14% | 0.22% | 0.31% | Q2 2013 | Q3 2016 | 14 |
Starfire Investment Advisers, Inc. | 14 | 14 | 0.10% | 0.13% | 0.26% | Q1 2017 | Q2 2020 | 14 |
Copperwynd Financial, LLC | 14 | 14 | 0.22% | 0.26% | 0.32% | Q2 2020 | Q3 2023 | 14 |
NWAM LLC | 9 | 1 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q3 2023 | 14 |
NJ State Employees Deferred Compensation Plan | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 14 |
Boothe Investment Group, Inc. | 14 | 14 | 0.30% | 0.42% | 0.80% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.12% | 0.15% | 0.17% | Q2 2020 | Q3 2023 | 14 |
ARK Investment Management | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2021 | 14 |
Hexavest Inc. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
K.J. Harrison & Partners Inc | 14 | 14 | 0.60% | 0.92% | 1.33% | Q2 2020 | Q3 2023 | 14 |
Ellsworth Advisors, LLC | 14 | 14 | 0.11% | 0.95% | 1.77% | Q2 2020 | Q3 2023 | 14 |
PEDDOCK CAPITAL ADVISORS, LLC | 14 | 14 | 0.21% | 0.33% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Community Capital Management, LLC | 14 | 14 | 0.33% | 0.48% | 0.62% | Q4 2018 | Q1 2022 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2023 | 14 |
BANK OF THE WEST | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2016 | 14 |
Almanack Investment Partners, LLC. | 13 | 1 | 0.02% | 0.07% | 0.11% | Q2 2018 | Q4 2021 | 14 |
Baker Avenue Asset Management, LP | 7 | 6 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2018 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 13 |
SCHARF INVESTMENTS, LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.04% | Q2 2017 | Q2 2020 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.06% | 0.18% | 0.39% | Q2 2013 | Q2 2016 | 13 |
Parametric Risk Advisors LLC | 13 | 13 | 0.14% | 0.19% | 0.24% | Q3 2013 | Q3 2016 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.09% | 0.34% | 0.68% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.13% | 0.18% | 0.27% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.07% | 0.10% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 3 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 13 |
Baskin Financial Services Inc. | 13 | 13 | 2.30% | 2.66% | 3.17% | Q3 2020 | Q3 2023 | 13 |
Financial Advantage, Inc. | 13 | 13 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q1 2022 | 13 |
Great Diamond Partners, LLC | 8 | 1 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 13 |
HealthCor Management, L.P. | 7 | 1 | 0.27% | 1.72% | 5.16% | Q4 2017 | Q1 2022 | 13 |
Laidlaw Wealth Management LLC | 8 | 5 | 0.07% | 0.13% | 0.27% | Q4 2019 | Q3 2023 | 13 |
HC FINANCIAL ADVISORS INC | 12 | 1 | 0.68% | 0.86% | 1.18% | Q1 2018 | Q2 2022 | 13 |
GAMCO INVESTORS, INC. ET AL | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2020 | 13 |
Venture Visionary Partners LLC | 13 | 13 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Coastline Trust Co | 12 | 1 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.35% | 0.81% | Q4 2019 | Q4 2022 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.10% | Q2 2017 | Q2 2022 | 13 |
Occidental Asset Management, LLC | 6 | 3 | 0.05% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2021 | 13 |
Aspire Private Capital, LLC | 8 | 5 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q4 2022 | 13 |
Edgewood Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
DALTON GREINER HARTMAN MAHER & CO | 10 | 3 | 0.70% | 1.28% | 1.55% | Q2 2013 | Q3 2020 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.08% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 13 |
COUNTRY TRUST BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
ACIMA PRIVATE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Blume Capital Management, Inc. | 11 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 13 |
PURA VIDA INVESTMENTS, LLC | 3 | 1 | 0.54% | 2.42% | 6.94% | Q4 2014 | Q4 2020 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.27% | 0.66% | Q2 2013 | Q2 2022 | 13 |
VESTOR CAPITAL, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Tortoise Investment Management, LLC | 7 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 13 |
GUARDCAP ASSET MANAGEMENT Ltd | 13 | 13 | 1.79% | 3.40% | 5.87% | Q4 2017 | Q4 2020 | 13 |
Bell Bank | 11 | 2 | 0.04% | 0.22% | 0.41% | Q2 2013 | Q3 2019 | 13 |
BREMER TRUST NATIONAL ASSOCIATION | 13 | 13 | 0.16% | 0.41% | 0.56% | Q4 2015 | Q4 2018 | 13 |
Trust Asset Management LLC | 13 | 13 | 0.06% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Ironsides Asset Advisors, LLC | 10 | 3 | 0.19% | 0.29% | 0.49% | Q2 2016 | Q3 2020 | 13 |
PORTLAND INVESTMENT COUNSEL INC. | 13 | 13 | 0.29% | 0.80% | 2.34% | Q1 2020 | Q1 2023 | 13 |
HighPoint Advisor Group LLC | 12 | 1 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2022 | 13 |
Acorn Wealth Advisors, LLC | 6 | 3 | 0.14% | 0.15% | 0.18% | Q4 2017 | Q3 2023 | 13 |
EXANE DERIVATIVES | 12 | 1 | 0.01% | 0.05% | 0.20% | Q4 2018 | Q1 2022 | 13 |
TRUE Private Wealth Advisors | 5 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2016 | 13 |
MONROE BANK & TRUST/MI | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 13 |
ALERUS FINANCIAL NA | 10 | 3 | 0.02% | 0.25% | 0.46% | Q1 2020 | Q3 2023 | 13 |
CCLA Investment Management | 8 | 5 | 1.32% | 2.03% | 2.37% | Q2 2020 | Q3 2023 | 13 |
WoodTrust Financial Corp | 13 | 13 | 0.07% | 0.21% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Bayesian Capital Management, LP | 4 | 1 | 0.05% | 0.32% | 0.83% | Q1 2016 | Q3 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.30% | 0.36% | 0.41% | Q2 2013 | Q2 2016 | 13 |
FORT, L.P. | 9 | 4 | 0.02% | 0.27% | 0.54% | Q3 2018 | Q2 2022 | 13 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2018 | 13 |
Varma Mutual Pension Insurance Co | 9 | 4 | 0.10% | 0.16% | 0.35% | Q2 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.05% | 0.10% | 0.18% | Q3 2020 | Q3 2023 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.08% | 0.37% | Q3 2014 | Q3 2017 | 13 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 9 | 2 | 0.00% | 0.31% | 0.52% | Q1 2014 | Q3 2023 | 13 |
Riverpoint Wealth Management Holdings, LLC | 9 | 4 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 13 |
Perennial Advisors, LLC | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q1 2023 | 13 |
NVWM, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 13 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.08% | 0.18% | 0.37% | Q1 2020 | Q3 2023 | 13 |
Legacy Capital Partners, Inc. | 13 | 13 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q2 2021 | 13 |
Altus Wealth Group LLC | 12 | 12 | 0.16% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Centerpoint Advisors, LLC | 10 | 1 | 0.01% | 0.15% | 0.21% | Q1 2018 | Q3 2023 | 12 |
Relyea Zuckerberg Hanson LLC | 12 | 12 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.23% | 0.48% | 0.62% | Q4 2020 | Q3 2023 | 12 |
NICHOLAS COMPANY, INC. | 11 | 1 | 0.01% | 0.16% | 0.83% | Q2 2013 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.17% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Scott Investment Partners LLP | 12 | 12 | 2.07% | 3.18% | 4.15% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Tufton Capital Management | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 6 | 1 | 0.04% | 0.15% | 0.24% | Q3 2006 | Q4 2019 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.19% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 1 | 0.01% | 0.06% | 0.17% | Q1 2013 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CALIBER WEALTH MANAGEMENT, LLC | 12 | 12 | 0.78% | 0.97% | 1.12% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.06% | 0.13% | 0.16% | Q2 2013 | Q1 2016 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 12 | 12 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 1.29% | 1.49% | 1.79% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.84% | 1.06% | 1.20% | Q4 2020 | Q3 2023 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.74% | 0.88% | 1.12% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 1.47% | 1.87% | 2.44% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q1 2023 | 12 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.10% | 0.35% | Q4 2016 | Q1 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.13% | 0.18% | 0.22% | Q2 2013 | Q1 2016 | 12 |
ISTHMUS PARTNERS, LLC | 10 | 2 | 0.00% | 0.59% | 2.29% | Q4 2014 | Q4 2017 | 12 |
Arbor Wealth Management, LLC | 9 | 3 | 0.42% | 0.64% | 1.01% | Q4 2018 | Q4 2021 | 12 |
Ellevest, Inc. | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 2.09% | 2.60% | 3.02% | Q4 2016 | Q3 2019 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.06% | 0.07% | 0.11% | Q4 2018 | Q3 2021 | 12 |
SPECTRUM ADVISORY SERVICES INC | 12 | 12 | 0.67% | 0.79% | 0.93% | Q2 2013 | Q1 2016 | 12 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.07% | 0.53% | 1.61% | Q2 2013 | Q2 2023 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Horizon Kinetics | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 12 |
CONDOR CAPITAL MANAGEMENT | 8 | 4 | 0.37% | 0.43% | 0.48% | Q2 2013 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.45% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Running Oak Capital LLC | 7 | 5 | 1.60% | 1.95% | 3.12% | Q4 2019 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 1.38% | 1.68% | 1.83% | Q4 2016 | Q3 2019 | 12 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.03% | 0.48% | 1.31% | Q3 2013 | Q4 2018 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.61% | 0.78% | 0.86% | Q4 2016 | Q3 2019 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.74% | 0.89% | 1.12% | Q4 2018 | Q3 2021 | 12 |
RELIANCE TRUST CO OF DELAWARE | 12 | 12 | 0.05% | 0.08% | 0.10% | Q1 2015 | Q4 2017 | 12 |
Lenox Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2022 | 12 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2020 | 12 |
Clarus Wealth Advisors | 10 | 2 | 0.14% | 0.31% | 0.57% | Q4 2017 | Q2 2023 | 12 |
FULLER & THALER ASSET MANAGEMENT, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.00% | 1.08% | 1.35% | Q4 2020 | Q3 2023 | 12 |
LifePlan Financial Group, Inc | 11 | 1 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2020 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.24% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Unified Trust Company, N.A. | 12 | 12 | 0.97% | 1.88% | 2.66% | Q4 2018 | Q3 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 1.65% | 2.07% | 2.43% | Q4 2016 | Q3 2019 | 12 |
Archford Capital Strategies, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2019 | 12 |
Winslow Capital Management, LLC | 6 | 6 | 0.00% | 0.75% | 1.90% | Q2 2016 | Q3 2019 | 12 |
Northwest Bancshares, Inc. | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.18% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.25% | 0.36% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Quotient Investors, LLC | 12 | 12 | 0.15% | 0.44% | 0.64% | Q2 2013 | Q1 2016 | 12 |
Connolly Sarah T. | 12 | 12 | 1.87% | 2.14% | 2.38% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
InTrack Investment Management Inc | 9 | 3 | 0.33% | 0.55% | 0.77% | Q4 2020 | Q4 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.11% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
WINSLOW ASSET MANAGEMENT INC | 12 | 12 | 0.89% | 0.98% | 1.05% | Q2 2019 | Q1 2022 | 12 |
Montis Financial, LLC | 12 | 12 | 0.45% | 0.56% | 0.73% | Q4 2020 | Q3 2023 | 12 |
COMERICA SECURITIES INC | 11 | 1 | 0.04% | 0.06% | 0.12% | Q4 2014 | Q4 2018 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q1 2016 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.13% | 0.32% | Q4 2014 | Q2 2023 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 0.27% | 0.32% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Community Bank of Raymore | 6 | 2 | 0.07% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.29% | 0.37% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Catalyst Capital Advisors LLC | 12 | 12 | 0.00% | 0.06% | 0.12% | Q1 2017 | Q4 2019 | 12 |
NewSquare Capital LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 12 |
Laffer Tengler Investments, Inc. | 12 | 12 | 0.02% | 0.22% | 0.45% | Q4 2020 | Q3 2023 | 12 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.01% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 12 |
Cornerstone Advisors, LLC | 6 | 3 | 0.17% | 0.42% | 0.53% | Q4 2019 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 12 |
TIEDEMANN ADVISORS, LLC | 6 | 1 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 12 |
Jupiter Investment Management Ltd | 10 | 1 | 0.02% | 0.07% | 0.17% | Q3 2014 | Q4 2019 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Verity & Verity, LLC | 12 | 12 | 0.09% | 0.09% | 0.10% | Q1 2017 | Q4 2019 | 12 |
Ethic Inc. | 11 | 1 | 0.02% | 0.14% | 0.33% | Q3 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.39% | 0.47% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Shorepoint Capital Partners LLC | 9 | 1 | 0.06% | 0.49% | 0.62% | Q1 2019 | Q4 2022 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Quantinno Capital Management LP | 8 | 4 | 0.04% | 0.16% | 0.46% | Q1 2020 | Q3 2023 | 12 |
Polar Capital LLP | 5 | 1 | 0.34% | 0.55% | 0.76% | Q2 2015 | Q4 2019 | 12 |
Taylor, Cottrill LLC | 11 | 11 | 1.74% | 1.93% | 2.06% | Q2 2013 | Q4 2015 | 11 |
HHM Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 0.15% | 0.18% | 0.23% | Q4 2018 | Q2 2021 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q2 2021 | 11 |
Bradley Mark J. | 11 | 11 | 2.55% | 3.02% | 3.98% | Q4 2020 | Q2 2023 | 11 |
Selway Asset Management | 11 | 11 | 1.00% | 1.46% | 2.23% | Q2 2013 | Q4 2015 | 11 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 1 | 0.03% | 0.12% | 0.22% | Q2 2018 | Q3 2023 | 11 |
Capital Investment Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2023 | 11 |
NAPLES GLOBAL ADVISORS, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.09% | 0.42% | Q1 2019 | Q3 2023 | 11 |
Cumberland Partners Ltd | 7 | 4 | 0.02% | 0.08% | 0.20% | Q2 2018 | Q3 2021 | 11 |
LVW Advisors, LLC | 6 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
CADENCE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.12% | 0.23% | 0.40% | Q1 2013 | Q3 2015 | 11 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.30% | 0.76% | Q4 2013 | Q2 2022 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 3.78% | 4.40% | 5.54% | Q1 2021 | Q3 2023 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 1 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 11 |
Avalon Investment & Advisory | 5 | 2 | 0.01% | 0.10% | 0.26% | Q1 2017 | Q1 2022 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hoover Financial Advisors, Inc. | 11 | 11 | 1.34% | 3.28% | 5.58% | Q4 2018 | Q2 2021 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 4 | 0.01% | 0.06% | 0.24% | Q3 2020 | Q3 2023 | 11 |
SECTORAL ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.23% | 0.44% | Q2 2015 | Q4 2022 | 11 |
Princeton Global Asset Management LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 11 |
BMT Investment Advisors | 11 | 11 | 1.34% | 1.48% | 1.63% | Q3 2017 | Q1 2020 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.16% | 0.22% | 0.28% | Q1 2020 | Q3 2022 | 11 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.02% | 0.09% | 0.23% | Q4 2021 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 6 | 1 | 0.02% | 0.33% | 1.62% | Q2 2014 | Q1 2021 | 11 |
Modera Wealth Management, LLC | 9 | 2 | 0.01% | 0.08% | 0.26% | Q1 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q2 2020 | 11 |
Altshuler Shaham Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 11 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.16% | 0.61% | Q2 2013 | Q4 2020 | 11 |
NEW ENGLAND ASSET MANAGEMENT INC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.19% | 0.64% | Q1 2018 | Q2 2022 | 11 |
British Airways Pensions Investment Management Ltd | 6 | 5 | 0.20% | 0.72% | 1.23% | Q4 2014 | Q3 2019 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.17% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Magellan Asset Management Ltd | 7 | 1 | 0.00% | 0.18% | 1.98% | Q3 2020 | Q3 2023 | 11 |
Euclid Advisors LLC | 6 | 2 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q2 2016 | 11 |
Future Financial Wealth Managment LLC | 7 | 4 | 0.19% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.06% | 0.07% | 0.09% | Q1 2014 | Q1 2017 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.27% | 0.35% | 0.46% | Q2 2020 | Q4 2022 | 11 |
Maryland Capital Management | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2022 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q4 2022 | 11 |
HERON FINANCIAL GROUP, LLC | 7 | 1 | 0.12% | 0.14% | 0.18% | Q4 2019 | Q2 2023 | 11 |
West Coast Financial LLC | 11 | 11 | 0.20% | 0.24% | 0.28% | Q1 2015 | Q3 2017 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.68% | 0.86% | 0.96% | Q1 2021 | Q3 2023 | 11 |
NATIONAL PLANNING CORP | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2017 | 11 |
McLean Asset Management Corp | 6 | 5 | 0.08% | 0.13% | 0.20% | Q4 2020 | Q4 2023 | 11 |
Corundum Group, Inc. | 6 | 5 | 0.24% | 0.28% | 0.49% | Q4 2018 | Q4 2021 | 11 |
CAMDEN NATIONAL BANK | 6 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2022 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Summit X, LLC | 11 | 11 | 0.00% | 0.25% | 0.36% | Q1 2018 | Q3 2020 | 11 |
Manitou Investment Management Ltd. | 7 | 4 | 0.09% | 2.19% | 4.60% | Q3 2018 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.35% | 0.41% | 0.55% | Q1 2021 | Q3 2023 | 11 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 11 |
NEVILLE RODIE & SHAW INC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.32% | 0.42% | 0.51% | Q4 2020 | Q3 2023 | 11 |
PLANNING ALTERNATIVES LTD /ADV | 6 | 1 | 0.04% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 11 |
Paragon Wealth Strategies, LLC | 11 | 11 | 0.17% | 0.20% | 0.23% | Q4 2016 | Q2 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Canvas Wealth Advisors, LLC | 11 | 11 | 0.12% | 0.22% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Humankind Investments LLC | 11 | 11 | 0.14% | 0.24% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Laurel Wealth Advisors, Inc. | 7 | 1 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q4 2022 | 11 |
CEDAR CAPITAL, LLC | 11 | 11 | 0.11% | 0.28% | 0.46% | Q1 2018 | Q3 2020 | 11 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.07% | 0.17% | Q4 2018 | Q2 2022 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Granite Investment Advisors, LLC | 11 | 11 | 0.13% | 0.52% | 0.77% | Q4 2017 | Q2 2020 | 11 |
Banco Santander, S.A. | 6 | 2 | 0.00% | 0.05% | 0.22% | Q3 2018 | Q3 2023 | 11 |
Bank Pictet & Cie (Europe) AG | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
GoalVest Advisory LLC | 4 | 3 | 0.02% | 0.12% | 0.45% | Q4 2020 | Q4 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.18% | 0.40% | 0.54% | Q1 2021 | Q3 2023 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 1.94% | 2.29% | 2.57% | Q1 2021 | Q2 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.10% | 0.57% | Q2 2013 | Q3 2015 | 10 |
Quadrature Capital Ltd | 2 | 1 | 0.03% | 0.29% | 1.40% | Q4 2015 | Q3 2023 | 10 |
Siemens Fonds Invest GmbH | 9 | 1 | 0.15% | 0.22% | 0.31% | Q1 2021 | Q3 2023 | 10 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.19% | 0.59% | Q4 2012 | Q3 2023 | 10 |
WRIGHT INVESTORS SERVICE INC | 10 | 10 | 0.18% | 0.28% | 0.40% | Q2 2013 | Q3 2015 | 10 |
Weatherstone Capital Management | 10 | 10 | 0.12% | 0.33% | 0.67% | Q4 2016 | Q1 2019 | 10 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 1 | 0.05% | 0.31% | 0.87% | Q3 2015 | Q3 2023 | 10 |
Bogart Wealth, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Summit Global Investments | 9 | 1 | 0.08% | 0.13% | 0.19% | Q1 2017 | Q1 2023 | 10 |
Permanens Capital L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.38% | 0.49% | 0.55% | Q4 2019 | Q1 2022 | 10 |
COOPER/HAIMS ADVISORS, LLC | 10 | 10 | 0.14% | 0.19% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Security National Bank | 10 | 10 | 1.52% | 1.75% | 1.98% | Q2 2021 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Americana Partners, LLC | 9 | 1 | 0.00% | 0.24% | 0.35% | Q4 2019 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.06% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.16% | 0.39% | Q1 2021 | Q3 2023 | 10 |
HOMESTEAD ADVISERS CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.41% | 0.51% | 0.59% | Q3 2021 | Q4 2023 | 10 |
NORTHSTAR INVESTMENT ADVISORS LLC | 10 | 10 | 0.92% | 1.26% | 1.60% | Q1 2019 | Q2 2021 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
CALTON & ASSOCIATES, INC. | 5 | 1 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q1 2022 | 10 |
Daiwa SB Investments Ltd. | 9 | 1 | 0.04% | 0.06% | 0.17% | Q3 2016 | Q1 2019 | 10 |
Brand Asset Management Group, Inc. | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 10 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 10 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.91% | 1.15% | 1.42% | Q2 2021 | Q3 2023 | 10 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.09% | 0.48% | Q4 2014 | Q1 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
KG&L Capital Management,LLC | 10 | 10 | 0.13% | 0.20% | 0.32% | Q3 2020 | Q4 2022 | 10 |
Saratoga Research & Investment Management | 9 | 1 | 0.02% | 1.67% | 2.01% | Q2 2013 | Q3 2017 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Capital Planning Advisors, LLC | 10 | 10 | 0.18% | 0.22% | 0.29% | Q4 2014 | Q1 2017 | 10 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.14% | 0.19% | 0.27% | Q2 2017 | Q2 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
Pinion Investment Advisors, LLC | 10 | 10 | 0.52% | 0.88% | 1.11% | Q2 2018 | Q3 2020 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Farmers & Merchants Trust Co of Chambersburg PA | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 6 | 4 | 0.00% | 0.11% | 0.19% | Q2 2017 | Q2 2020 | 10 |
ZWJ INVESTMENT COUNSEL INC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Heritage Wealth Advisors | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 5 | 1 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 10 |
GQG Partners LLC | 5 | 2 | 0.00% | 0.89% | 2.26% | Q4 2018 | Q1 2023 | 10 |
RB Capital Management, LLC | 6 | 4 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.06% | 0.06% | 0.07% | Q4 2015 | Q1 2018 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Sand Hill Global Advisors, LLC | 10 | 10 | 0.32% | 0.39% | 0.44% | Q2 2021 | Q3 2023 | 10 |
RiverFront Investment Group, LLC | 10 | 10 | 0.05% | 0.11% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 1 | 0.02% | 0.06% | 0.12% | Q1 2017 | Q4 2022 | 10 |
Advanced Asset Management Advisors Inc | 4 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 10 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 10 |
WATERS PARKERSON & CO., LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Schooner Investment Group, LLC. | 10 | 10 | 0.24% | 0.51% | 0.91% | Q2 2013 | Q3 2015 | 10 |
Sterneck Capital Management, LLC | 10 | 10 | 0.42% | 0.89% | 1.15% | Q2 2013 | Q3 2015 | 10 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.00% | 0.17% | 1.13% | Q1 2017 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
ATLANTIC INVESTMENT Co | 10 | 10 | 0.22% | 0.54% | 1.16% | Q2 2013 | Q3 2015 | 10 |
Capital Advisors, Ltd. LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Merit Financial Group, LLC | 6 | 4 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 10 |
Avestar Capital, LLC | 7 | 3 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 10 |
Quantbot Technologies LP | 2 | 1 | 0.13% | 0.40% | 0.94% | Q2 2013 | Q2 2022 | 10 |
FUNDSMITH INVESTMENT SERVICES LTD. | 10 | 10 | 3.34% | 5.65% | 7.81% | Q2 2021 | Q3 2023 | 10 |
WESPAC Advisors SoCal, LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2019 | 10 |
Aprio Wealth Management, LLC | 4 | 2 | 0.07% | 0.16% | 0.34% | Q4 2019 | Q3 2023 | 10 |
GVO Asset Management Ltd | 10 | 10 | 0.33% | 5.35% | 9.80% | Q2 2016 | Q3 2018 | 10 |
Main Street Research LLC | 10 | 10 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2021 | 10 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.08% | 0.20% | 0.39% | Q1 2017 | Q2 2023 | 10 |
Hillsdale Investment Management Inc. | 8 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2019 | 10 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 6 | 2 | 0.02% | 0.14% | 0.53% | Q2 2016 | Q2 2019 | 10 |
First Pacific Advisors, LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Sompo Asset Management Co., Ltd. | 10 | 10 | 0.04% | 0.12% | 0.21% | Q2 2021 | Q3 2023 | 10 |
HBK Sorce Advisory LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2020 | 10 |
Homrich & Berg | 6 | 4 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2021 | 10 |
SIT INVESTMENT ASSOCIATES INC | 5 | 5 | 0.00% | 0.46% | 1.22% | Q2 2013 | Q3 2018 | 10 |
Birch Hill Investment Advisors LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2020 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2015 | 10 |
FIRST FINANCIAL CORP /IN/ | 9 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2020 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.06% | 0.16% | Q1 2021 | Q3 2023 | 10 |
CAPITAL CITY TRUST CO/FL | 9 | 1 | 0.07% | 0.09% | 0.10% | Q1 2020 | Q2 2023 | 10 |
Canton Hathaway, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Polar Capital Holdings Plc | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
First Long Island Investors, LLC | 6 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Investors Capital Advisory Services | 7 | 2 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q2 2016 | 9 |
BEACON TRUST CO | 5 | 4 | 0.04% | 0.62% | 1.14% | Q1 2013 | Q1 2017 | 9 |
CABOT WEALTH MANAGEMENT INC | 5 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 9 |
CADENCE BANK NA | 9 | 9 | 0.12% | 0.17% | 0.20% | Q2 2020 | Q2 2022 | 9 |
KANALY TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
C M BIDWELL & ASSOCIATES LTD | 5 | 2 | 0.01% | 0.40% | 0.96% | Q1 2016 | Q3 2023 | 9 |
MARTIN CAPITAL MANAGEMENT LLC | 9 | 9 | 4.32% | 6.67% | 10.10% | Q2 2013 | Q2 2015 | 9 |
REYNOLDS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.21% | 0.30% | 0.41% | Q2 2013 | Q2 2015 | 9 |
Boit C F David | 5 | 4 | 1.30% | 1.91% | 2.24% | Q2 2021 | Q3 2023 | 9 |
BALASA DINVERNO & FOLTZ LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.74% | 0.99% | 1.34% | Q1 2021 | Q1 2023 | 9 |
ATHERTON LANE ADVISERS, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 9 |
Polar Asset Management Partners Inc. | 4 | 1 | 0.10% | 0.34% | 0.80% | Q2 2018 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q2 2022 | 9 |
Forward Management, LLC | 9 | 9 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q2 2015 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
IndexIQ Advisors LLC | 5 | 4 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q1 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2015 | 9 |
Cheviot Value Management, LLC | 9 | 9 | 1.33% | 1.76% | 1.98% | Q1 2020 | Q1 2022 | 9 |
ATLAS CAPITAL ADVISORS LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Dynamic Capital Management Ltd | 5 | 1 | 0.06% | 0.21% | 0.49% | Q2 2013 | Q4 2017 | 9 |
BRR OpCo, LLC | 8 | 1 | 0.03% | 0.03% | 0.06% | Q2 2020 | Q3 2022 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q4 2022 | 9 |
Laidlaw Group, LLC | 9 | 9 | 1.39% | 1.57% | 1.79% | Q2 2013 | Q2 2015 | 9 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
Stelac Advisory Services LLC | 9 | 9 | 0.08% | 0.28% | 0.37% | Q2 2021 | Q2 2023 | 9 |
Gerstein Fisher | 9 | 9 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q3 2016 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 9 |
InterOcean Capital, LLC | 9 | 9 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q2 2020 | 9 |
EULAV Asset Management | 9 | 9 | 0.12% | 0.40% | 1.20% | Q3 2021 | Q3 2023 | 9 |
Cipher Capital LP | 2 | 1 | 0.03% | 0.24% | 0.64% | Q4 2015 | Q3 2023 | 9 |
HoyleCohen, LLC | 5 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
DC Investments Management, LLC | 9 | 9 | 0.14% | 0.34% | 1.00% | Q4 2017 | Q4 2019 | 9 |
King Wealth Management Group | 9 | 9 | 1.39% | 1.48% | 1.70% | Q2 2014 | Q2 2016 | 9 |
ACG Wealth | 8 | 1 | 0.01% | 0.07% | 0.09% | Q1 2020 | Q2 2022 | 9 |
Trust Investment Advisors | 8 | 1 | 0.20% | 0.47% | 0.56% | Q4 2013 | Q1 2023 | 9 |
B. Riley Wealth Management, Inc. | 4 | 2 | 0.00% | 0.12% | 0.20% | Q1 2014 | Q2 2022 | 9 |
Stanley-Laman Group, Ltd. | 8 | 1 | 0.04% | 0.24% | 0.54% | Q1 2020 | Q3 2023 | 9 |
Renasant Bank | 5 | 1 | 0.17% | 0.24% | 0.30% | Q4 2020 | Q3 2023 | 9 |
Railway Pension Investments Ltd | 9 | 9 | 0.05% | 0.35% | 0.67% | Q4 2018 | Q4 2020 | 9 |
Elefante Mark B | 6 | 3 | 0.75% | 0.96% | 1.10% | Q1 2018 | Q2 2020 | 9 |
Grove Bank & Trust | 5 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 9 |
Kovitz Investment Group Partners, LLC | 7 | 2 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Summit Trail Advisors, LLC | 7 | 2 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q1 2019 | 9 |
Blueshift Asset Management, LLC | 5 | 1 | 0.04% | 0.20% | 0.41% | Q4 2018 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.15% | 0.38% | Q1 2018 | Q2 2023 | 9 |
Crewe Advisors LLC | 5 | 4 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 9 |
Stokes Capital Advisors, LLC | 9 | 9 | 0.86% | 1.38% | 2.27% | Q3 2021 | Q3 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.01% | 0.15% | 0.23% | Q4 2018 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q2 2023 | 9 |
Cornerstone Wealth Group, LLC | 9 | 9 | 0.08% | 0.12% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.07% | 0.23% | 0.46% | Q3 2019 | Q3 2021 | 9 |
Live Oak Private Wealth LLC | 9 | 9 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q3 2023 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 9 |
Octavia Wealth Advisors, LLC | 6 | 3 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q4 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.39% | 0.46% | 0.53% | Q3 2021 | Q3 2023 | 9 |
626 Financial, LLC | 8 | 1 | 9.72% | 11.24% | 12.60% | Q1 2021 | Q3 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 6.63% | 7.78% | 9.55% | Q4 2020 | Q4 2022 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 9 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 7 | 2 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q4 2020 | 9 |
SUMMIT FINANCIAL GROUP, INC. | 5 | 4 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 9 |
NIPPON LIFE INSURANCE CO | 7 | 2 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q3 2017 | 9 |
MOSELEY INVESTMENT MANAGEMENT INC | 9 | 9 | 0.18% | 0.30% | 0.49% | Q4 2019 | Q4 2021 | 9 |
Leucadia National | 4 | 1 | 0.00% | 0.07% | 0.18% | Q2 2018 | Q3 2023 | 9 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.07% | 0.15% | 0.24% | Q2 2013 | Q1 2015 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.90% | 1.06% | 1.21% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Independent Portfolio Consultants, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 8 |
Realta Investment Advisors | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.21% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Opus Capital Group, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.02% | 0.43% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 1.07% | 1.25% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.07% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Smith & Howard Wealth Management, LLC | 5 | 3 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.12% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q4 2015 | 8 |
GLOBEFLEX CAPITAL L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.28% | 0.78% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Northstar Advisory Group, LLC | 3 | 2 | 0.20% | 0.45% | 1.39% | Q4 2020 | Q3 2023 | 8 |
BBR PARTNERS, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2020 | 8 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
CHILDRESS CAPITAL ADVISORS, LLC | 4 | 1 | 0.06% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 8 |
UNIO CAPITAL LLC | 8 | 8 | 0.14% | 0.20% | 0.30% | Q1 2018 | Q4 2019 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Engineers Gate Manager LP | 3 | 1 | 0.03% | 0.17% | 0.58% | Q1 2015 | Q2 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.05% | 0.06% | 0.08% | Q1 2013 | Q4 2014 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.12% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
NFJ INVESTMENT GROUP, LLC | 8 | 8 | 0.18% | 0.19% | 0.24% | Q1 2021 | Q4 2022 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2022 | 8 |
Visium Asset Management, LP | 5 | 3 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q2 2015 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 7 | 1 | 0.03% | 0.16% | 0.27% | Q1 2021 | Q3 2023 | 8 |
Burt Wealth Advisors | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 8 |
EMORY UNIVERSITY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2013 | 8 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.01% | 0.08% | 0.20% | Q4 2014 | Q2 2020 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.92% | 1.00% | 1.08% | Q2 2019 | Q1 2021 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.15% | 0.17% | 0.19% | Q4 2014 | Q3 2016 | 8 |
WAFRA INC. | 6 | 2 | 0.01% | 0.44% | 1.94% | Q2 2018 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.10% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Platte River Capital LLC | 8 | 8 | 0.09% | 0.55% | 1.19% | Q2 2013 | Q1 2015 | 8 |
AGF Investments LLC | 4 | 4 | 0.01% | 0.11% | 0.28% | Q4 2016 | Q1 2020 | 8 |
Arlington Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 8 |
Joseph P. Lucia & Associates, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Baillie Gifford | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Charles Carroll Financial Partners, LLC | 8 | 8 | 1.14% | 1.93% | 3.23% | Q4 2021 | Q3 2023 | 8 |
Paradigm Financial Partners, LLC | 7 | 7 | 0.00% | 0.72% | 0.97% | Q4 2018 | Q2 2020 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.17% | 0.24% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 8 | 8 | 0.05% | 0.08% | 0.17% | Q2 2017 | Q1 2019 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.88% | 0.98% | 1.08% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.32% | 0.37% | 0.43% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.03% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Avidian Wealth Solutions, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Pallas Capital Advisors LLC | 8 | 8 | 0.26% | 0.40% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.70% | 0.91% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Argent Advisors, Inc. | 4 | 1 | 0.00% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.87% | 1.18% | 1.61% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.24% | 0.29% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CHILTON CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.91% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.54% | 0.62% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 6 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.26% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.55% | 0.61% | 0.68% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 1.77% | 2.11% | 2.40% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 8 | 0.04% | 0.08% | 0.13% | Q1 2017 | Q4 2018 | 8 |
Disciplined Equity Management, Inc. | 8 | 8 | 0.14% | 0.41% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.27% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 0.51% | 0.65% | 0.77% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Highland Private Wealth Management | 5 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
O'Shares Investment Advisers, LLC | 8 | 8 | 0.08% | 0.11% | 0.26% | Q2 2020 | Q1 2022 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.31% | 0.38% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 3 | 2 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 8 |
PFM Health Sciences, LP | 3 | 2 | 0.01% | 1.47% | 2.64% | Q4 2014 | Q3 2023 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.33% | 0.60% | 0.84% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.23% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 0.31% | 0.37% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.33% | 0.38% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Rock Springs Capital Management LP | 8 | 8 | 0.89% | 1.25% | 1.54% | Q4 2017 | Q3 2019 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.27% | 0.38% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2019 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.56% | 0.63% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.14% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.48% | 0.54% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.14% | 0.22% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Alpine Global Management, LLC | 3 | 1 | 0.02% | 0.16% | 0.67% | Q4 2014 | Q2 2023 | 8 |
CHICAGO EQUITY PARTNERS LLC | 5 | 1 | 0.01% | 0.06% | 0.40% | Q1 2014 | Q1 2020 | 8 |
American Trust | 8 | 8 | 0.26% | 0.34% | 0.44% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 8 | 0.01% | 0.24% | 0.47% | Q2 2020 | Q1 2022 | 8 |
Ascent Group, LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 1.02% | 1.07% | 1.16% | Q2 2013 | Q1 2015 | 8 |
Charles Schwab Trust Co | 6 | 2 | 0.04% | 0.15% | 0.44% | Q4 2019 | Q4 2021 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.44% | 0.72% | 0.97% | Q4 2021 | Q3 2023 | 8 |
MARATHON CAPITAL MANAGEMENT | 5 | 3 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.16% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Capital Wealth Planning, LLC | 3 | 1 | 0.00% | 0.03% | 0.15% | Q3 2013 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Legacy Advisors, LLC | 7 | 1 | 0.00% | 0.37% | 0.60% | Q3 2017 | Q3 2023 | 8 |
JT Stratford LLC | 7 | 1 | 0.08% | 0.14% | 0.18% | Q2 2018 | Q2 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.12% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 1.60% | 1.89% | 2.19% | Q2 2013 | Q1 2015 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 1.88% | 2.20% | 2.51% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.15% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 1.71% | 1.94% | 2.24% | Q4 2021 | Q3 2023 | 8 |
PWMCO, LLC | 8 | 8 | 0.85% | 1.12% | 1.33% | Q2 2018 | Q1 2020 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 2.73% | 3.16% | 3.66% | Q4 2021 | Q3 2023 | 8 |
PDS Planning, Inc | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Artisan Partners Limited Partnership | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.92% | 1.56% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Arden Trust Co | 7 | 1 | 0.00% | 0.09% | 0.13% | Q1 2020 | Q4 2023 | 8 |
Ardent Capital Management, Inc. | 8 | 8 | 4.28% | 4.86% | 6.01% | Q4 2021 | Q3 2023 | 8 |
FMA ADVISORY INC | 7 | 1 | 0.07% | 0.65% | 0.84% | Q2 2013 | Q2 2015 | 8 |
Lloyd Advisory Services, LLC. | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q1 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.25% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.22% | 0.27% | 0.31% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.33% | 0.38% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.28% | 0.30% | 0.35% | Q1 2019 | Q4 2020 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Gouws Capital LLC | 8 | 8 | 3.51% | 4.18% | 4.97% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.02% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Sciencast Management LP | 2 | 1 | 0.08% | 0.51% | 1.04% | Q4 2015 | Q3 2023 | 8 |
APPLIED RESEARCH INVESTMENTS, LLC | 8 | 8 | 1.22% | 1.61% | 2.75% | Q2 2020 | Q1 2022 | 8 |
Ameritas Investment Company, LLC | 5 | 3 | 0.03% | 0.08% | 0.16% | Q1 2019 | Q3 2021 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.20% | 0.38% | 0.98% | Q4 2021 | Q3 2023 | 8 |
JGP Wealth Management, LLC | 4 | 4 | 0.06% | 0.37% | 0.59% | Q2 2019 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Phraction Management LLC | 8 | 8 | 0.48% | 1.56% | 2.28% | Q4 2021 | Q3 2023 | 8 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 8 |
BELLEVUE ASSET MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
SYCOMORE ASSET MANAGEMENT | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CI Global Investments Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.48% | 0.56% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Procyon Advisors, LLC | 4 | 3 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 7 |
GYL FINANCIAL SYNERGIES, LLC | 7 | 7 | 0.19% | 0.31% | 0.34% | Q2 2020 | Q4 2021 | 7 |
Heritage Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Empire Life Investments Inc. | 7 | 7 | 1.03% | 1.46% | 2.87% | Q2 2019 | Q4 2020 | 7 |
CHASE INVESTMENT COUNSEL CORP | 7 | 7 | 1.10% | 1.39% | 1.85% | Q3 2020 | Q1 2022 | 7 |
Graypoint LLC | 5 | 2 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q3 2016 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.17% | 0.22% | 0.29% | Q2 2022 | Q4 2023 | 7 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2021 | 7 |
Fortitude Advisory Group L.L.C. | 5 | 2 | 0.05% | 0.19% | 0.36% | Q4 2021 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.28% | 0.35% | 0.50% | Q4 2021 | Q2 2023 | 7 |
Loveless Wealth Management LLC | 7 | 7 | 0.20% | 0.24% | 0.28% | Q4 2020 | Q2 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.18% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Cahill Wealth Management, LLC | 7 | 7 | 0.89% | 0.98% | 1.22% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Athena Investment Management | 7 | 7 | 0.19% | 0.24% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.01% | 0.23% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 1.16% | 1.36% | 1.53% | Q1 2022 | Q3 2023 | 7 |
Geneva Partners, LLC | 4 | 3 | 0.16% | 0.51% | 1.52% | Q1 2019 | Q3 2021 | 7 |
Cable Hill Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 7 |
Copernicus Capital Management, LLC | 7 | 7 | 3.40% | 7.08% | 11.62% | Q4 2017 | Q2 2019 | 7 |
Hotaling Investment Management, LLC | 7 | 7 | 1.32% | 1.60% | 1.82% | Q4 2018 | Q2 2020 | 7 |
WOLFF WIESE MAGANA LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Perpetual Investment Management Ltd | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 7 |
KENFARB & CO. | 7 | 7 | 0.05% | 0.14% | 0.29% | Q4 2021 | Q2 2023 | 7 |
BAINCO INTERNATIONAL INVESTORS | 7 | 7 | 0.67% | 0.83% | 1.10% | Q2 2019 | Q4 2020 | 7 |
REGATTA CAPITAL GROUP, LLC | 5 | 2 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 7 |
SlateStone Wealth, LLC | 6 | 1 | 0.06% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 7 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 7 | 7 | 0.97% | 1.11% | 1.36% | Q4 2014 | Q2 2016 | 7 |
Camelot Portfolios, LLC | 6 | 1 | 0.09% | 0.11% | 0.17% | Q4 2020 | Q2 2023 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 7 | 7 | 0.52% | 0.82% | 1.29% | Q3 2018 | Q1 2020 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.03% | 0.16% | Q4 2021 | Q3 2023 | 7 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 4 | 3 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 7 |
Covington Investment Advisors Inc. | 7 | 7 | 1.15% | 1.25% | 1.35% | Q1 2022 | Q3 2023 | 7 |
OAKBROOK INVESTMENTS LLC | 3 | 1 | 0.11% | 0.14% | 0.21% | Q2 2013 | Q3 2019 | 7 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 5 | 2 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q1 2015 | 7 |
Vontobel Swiss Wealth Advisors AG | 7 | 7 | 0.19% | 0.23% | 0.26% | Q4 2019 | Q2 2021 | 7 |
C Partners Holding GmbH | 4 | 3 | 0.04% | 0.17% | 0.36% | Q4 2014 | Q3 2018 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2019 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
TCF National Bank | 7 | 7 | 0.51% | 0.55% | 0.58% | Q3 2019 | Q1 2021 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.32% | 0.41% | 0.46% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.03% | 0.51% | 1.33% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.02% | 0.19% | 0.53% | Q1 2015 | Q1 2023 | 7 |
Woodline Partners LP | 3 | 1 | 0.16% | 0.65% | 1.18% | Q4 2019 | Q3 2023 | 7 |
Rudd International, Inc. | 7 | 7 | 1.87% | 2.07% | 2.21% | Q4 2018 | Q2 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.17% | 0.20% | 0.22% | Q2 2020 | Q4 2021 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.15% | 0.33% | 0.48% | Q2 2013 | Q4 2014 | 7 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.44% | 0.54% | 0.65% | Q3 2021 | Q2 2023 | 7 |
CAPE ANN SAVINGS BANK | 4 | 1 | 0.13% | 0.56% | 0.86% | Q2 2019 | Q3 2021 | 7 |
Madison Asset Management, LLC | 7 | 7 | 0.04% | 0.08% | 0.12% | Q2 2021 | Q4 2022 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PrairieView Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Castle Rock Wealth Management, LLC | 4 | 3 | 0.40% | 0.56% | 0.73% | Q4 2017 | Q4 2019 | 7 |
HARVEST CAPITAL MANAGEMENT INC | 7 | 7 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q2 2019 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.04% | 0.20% | 0.66% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Li Winifred I | 7 | 7 | 0.13% | 0.15% | 0.19% | Q2 2013 | Q4 2014 | 7 |
BHF Kleinwort Benson Group S.A. | 6 | 1 | 0.08% | 0.24% | 0.56% | Q2 2013 | Q2 2015 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 1 | 0.01% | 0.13% | 0.31% | Q3 2020 | Q3 2023 | 7 |
First Western Trust Bank | 7 | 7 | 53.60% | 55.61% | 56.83% | Q1 2022 | Q3 2023 | 7 |
Hefty Wealth Partners | 7 | 7 | 0.08% | 0.11% | 0.17% | Q3 2016 | Q1 2018 | 7 |
Sunflower Bank, N.A. | 6 | 1 | 0.03% | 0.04% | 0.09% | Q2 2020 | Q1 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 7 |
JBJ Investment Partners, LLC | 7 | 7 | 0.20% | 0.22% | 0.22% | Q2 2020 | Q4 2021 | 7 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q3 2022 | 7 |
Liontrust Investment Partners LLP | 6 | 1 | 0.04% | 0.14% | 0.21% | Q4 2020 | Q4 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Schneider Downs Wealth Management Advisors, LP | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Phocas Financial Corp. | 7 | 7 | 0.50% | 0.69% | 0.76% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Rinkey Investments | 4 | 3 | 0.34% | 0.50% | 0.88% | Q4 2021 | Q3 2023 | 7 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2020 | 7 |
MONEY CONCEPTS CAPITAL CORP | 7 | 7 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 2 | 0.11% | 0.23% | 0.70% | Q2 2017 | Q2 2021 | 7 |
Rodgers Brothers Inc. | 4 | 3 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.09% | 0.17% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.03% | 0.10% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Radnor Capital Management, LLC | 6 | 1 | 0.12% | 0.26% | 0.50% | Q4 2021 | Q3 2023 | 7 |
CHOREO, LLC | 4 | 3 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2019 | 7 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 7 |
BROOKTREE CAPITAL MANAGEMENT | 4 | 1 | 0.08% | 0.12% | 0.18% | Q4 2019 | Q1 2023 | 7 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 2 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q2 2016 | 7 |
BlueSpruce Investments, LP | 7 | 7 | 0.32% | 5.96% | 10.09% | Q1 2020 | Q3 2021 | 7 |
Simmons Bank | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.43% | 0.88% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Filbrandt Wealth Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q3 2021 | 7 |
First Heartland Consultants, Inc. | 4 | 3 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Simplify Asset Management Inc. | 7 | 7 | 0.01% | 0.09% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Blue Whale Capital LLP | 7 | 7 | 4.08% | 5.72% | 6.70% | Q1 2020 | Q3 2021 | 7 |
Catamount Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
OAKMONT Corp | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 7 |
Meridian Wealth Management, LLC | 6 | 1 | 0.02% | 0.04% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Sonen Capital LLC | 6 | 1 | 0.31% | 0.44% | 0.59% | Q4 2021 | Q3 2023 | 7 |
O'Dell Group, LLC | 5 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q2 2023 | 6 |
Destiny Wealth Partners, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 6 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.12% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 6 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.05% | 0.20% | Q4 2014 | Q2 2023 | 6 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.14% | 0.20% | 0.41% | Q2 2013 | Q3 2014 | 6 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Centre Asset Management, LLC | 5 | 1 | 0.11% | 1.60% | 2.41% | Q2 2013 | Q4 2016 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.53% | 0.60% | 0.69% | Q2 2021 | Q4 2022 | 6 |
Ninety One SA (PTY) Ltd | 6 | 6 | 0.13% | 0.21% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Sage Mountain Advisors LLC | 3 | 3 | 0.05% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Codex Capital, L.L.C. | 6 | 6 | 2.63% | 2.79% | 3.02% | Q3 2020 | Q4 2021 | 6 |
TOBAM | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
State of Wyoming | 5 | 1 | 0.00% | 0.04% | 0.12% | Q1 2021 | Q2 2023 | 6 |
FIDUCIARY SERVICES CORP/GA | 6 | 6 | 0.09% | 0.10% | 0.12% | Q4 2013 | Q1 2015 | 6 |
Retirement Planning Co of New England, Inc. | 4 | 2 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 6 |
MARIETTA INVESTMENT PARTNERS LLC | 6 | 6 | 0.10% | 1.41% | 2.31% | Q1 2019 | Q2 2020 | 6 |
Stamos Capital Partners, L.P. | 3 | 3 | 0.09% | 0.42% | 0.98% | Q4 2018 | Q3 2020 | 6 |
Counsel Portfolio Services Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q3 2015 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
JACKSON SQUARE CAPITAL, LLC | 5 | 1 | 0.43% | 0.92% | 1.70% | Q4 2019 | Q3 2023 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Delta Accumulation, LLC | 2 | 1 | 0.20% | 0.44% | 0.61% | Q4 2021 | Q2 2023 | 6 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 6 |
CFO4Life Group, LLC | 6 | 6 | 0.12% | 0.21% | 0.26% | Q1 2019 | Q2 2020 | 6 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 6 | 6 | 2.84% | 3.07% | 3.31% | Q2 2013 | Q3 2014 | 6 |
AMI INVESTMENT MANAGEMENT INC | 6 | 6 | 0.56% | 0.81% | 0.95% | Q2 2022 | Q3 2023 | 6 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q1 2023 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 1 | 0.01% | 0.42% | 0.76% | Q3 2015 | Q3 2019 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.00% | 0.38% | 0.59% | Q4 2018 | Q2 2022 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
CONTINENTAL INVESTORS SERVICES, INC. | 4 | 2 | 0.63% | 0.68% | 0.74% | Q4 2021 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
AllSquare Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2018 | 6 |
WHITEBOX ADVISORS LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.07% | 0.15% | Q4 2017 | Q3 2019 | 6 |
ORRSTOWN FINANCIAL SERVICES INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2018 | 6 |
Covenant Partners, LLC | 6 | 6 | 0.15% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Columbus Macro, LLC | 6 | 6 | 0.13% | 0.21% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Yorktown Management & Research Co Inc | 5 | 1 | 0.18% | 0.21% | 0.27% | Q2 2020 | Q1 2022 | 6 |
Neo Ivy Capital Management | 3 | 1 | 0.02% | 0.27% | 0.89% | Q1 2020 | Q2 2022 | 6 |
First National Bank of Hutchinson | 6 | 6 | 0.09% | 0.16% | 0.19% | Q3 2019 | Q4 2020 | 6 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Newfound Research LLC | 6 | 6 | 0.09% | 0.17% | 0.20% | Q2 2021 | Q3 2022 | 6 |
JAMES INVESTMENT RESEARCH INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
BANK OF NOVA SCOTIA TRUST CO | 4 | 1 | 0.00% | 0.06% | 0.10% | Q3 2015 | Q3 2023 | 6 |
Fiera Capital (Europe) Ltd. | 6 | 6 | 0.03% | 0.65% | 3.50% | Q2 2014 | Q3 2015 | 6 |
Leith Wheeler Investment Counsel Ltd. | 6 | 6 | 0.03% | 0.09% | 0.15% | Q4 2019 | Q1 2021 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.33% | 1.86% | Q2 2016 | Q3 2023 | 6 |
LORD, ABBETT & CO. LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.02% | 0.07% | 0.11% | Q3 2018 | Q1 2022 | 6 |
1st Global Advisors, Inc. | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2017 | 6 |
ClariVest Asset Management LLC | 4 | 2 | 0.25% | 0.37% | 0.53% | Q3 2019 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2019 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.13% | 0.29% | 0.50% | Q4 2014 | Q1 2019 | 6 |
Redmile Group, LLC | 5 | 1 | 1.01% | 1.40% | 2.19% | Q2 2014 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q2 2022 | 6 |
Ruffer LLP | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Horizon Investment Services, LLC | 6 | 6 | 1.69% | 2.31% | 2.64% | Q1 2019 | Q2 2020 | 6 |
Capital Directions Investment Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 6 |
NewFocus Financial Group, LLC | 6 | 6 | 0.09% | 0.29% | 0.48% | Q3 2019 | Q4 2020 | 6 |
Partner Investment Management, L.P. | 3 | 3 | 0.02% | 1.73% | 2.67% | Q4 2014 | Q3 2019 | 6 |
Atom Investors LP | 5 | 1 | 0.09% | 0.17% | 0.32% | Q1 2019 | Q2 2023 | 6 |
Legato Capital Management LLC | 4 | 1 | 0.16% | 0.63% | 0.99% | Q2 2020 | Q3 2023 | 6 |
MUFG Securities EMEA plc | 2 | 2 | 0.03% | 0.09% | 0.14% | Q2 2018 | Q4 2020 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.96% | 1.00% | 1.04% | Q4 2020 | Q1 2022 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q4 2015 | 6 |
M. Kraus & Co | 4 | 1 | 0.07% | 0.07% | 0.09% | Q4 2020 | Q2 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.09% | 0.11% | 0.14% | Q3 2016 | Q4 2017 | 6 |
ICON ADVISERS INC/CO | 3 | 1 | 0.10% | 0.26% | 0.57% | Q2 2013 | Q4 2016 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Unigestion Holding SA | 4 | 2 | 0.01% | 0.07% | 0.27% | Q2 2018 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Global Assets Advisory, LLC | 6 | 6 | 0.66% | 1.11% | 1.76% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.25% | 0.34% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.54% | 0.91% | 1.35% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.11% | 0.26% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Astoria Portfolio Advisors LLC. | 6 | 6 | 0.22% | 0.24% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Truvestments Capital LLC | 4 | 2 | 0.17% | 0.29% | 0.36% | Q2 2018 | Q4 2019 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Horan Capital Advisors, LLC. | 3 | 1 | 0.02% | 0.07% | 0.26% | Q3 2017 | Q3 2020 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.57% | 0.65% | 0.74% | Q4 2021 | Q1 2023 | 6 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.12% | 0.15% | 0.20% | Q4 2020 | Q1 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Strategic Investment Advisors / MI | 4 | 2 | 0.05% | 0.11% | 0.16% | Q1 2019 | Q1 2022 | 6 |
Willingdon Wealth Management | 3 | 1 | 0.00% | 0.10% | 0.59% | Q2 2014 | Q4 2019 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.18% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 6 |
Wahed Invest LLC | 3 | 3 | 0.46% | 0.55% | 0.65% | Q4 2021 | Q3 2023 | 6 |
DARRELL & KING LLC | 5 | 1 | 2.56% | 5.45% | 7.10% | Q4 2015 | Q1 2018 | 6 |
Lee Capital Management LP | 6 | 6 | 1.13% | 1.20% | 1.32% | Q4 2016 | Q1 2018 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Appaloosa LP | 6 | 6 | 0.29% | 0.67% | 1.06% | Q2 2017 | Q3 2018 | 6 |
Calvert Investment Management, Inc. | 6 | 6 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q1 2015 | 6 |
Private Portfolio Partners LLC | 4 | 2 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 6 |
MITCHELL CAPITAL MANAGEMENT CO | 6 | 6 | 0.42% | 0.70% | 0.81% | Q3 2019 | Q4 2020 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.23% | 0.26% | 0.28% | Q3 2022 | Q4 2023 | 6 |
Edge Wealth Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
Cedar Brook Financial Partners, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 6 |
StoneX Group Inc. | 5 | 1 | 0.04% | 0.05% | 0.09% | Q2 2017 | Q4 2021 | 6 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 4 | 2 | 0.20% | 0.42% | 0.66% | Q4 2021 | Q3 2023 | 6 |
Bay Harbor Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 6 |
Wedmont Private Capital | 5 | 1 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Qtron Investments LLC | 4 | 2 | 0.05% | 0.15% | 0.21% | Q3 2020 | Q3 2023 | 6 |
Fosun International Ltd | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.02% | 0.14% | 0.35% | Q1 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 6 |
ARS Wealth Advisors Group, LLC | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 6 |
CQS (US), LLC | 6 | 6 | 0.08% | 0.55% | 1.33% | Q4 2019 | Q1 2021 | 6 |
ROYCE & ASSOCIATES LP | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
tru Independence LLC | 6 | 6 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q1 2021 | 6 |
Corsicana & Co. | 6 | 6 | 0.88% | 1.07% | 1.20% | Q2 2021 | Q3 2022 | 6 |
Pinnacle Wealth Management Group, Inc. | 6 | 6 | 0.34% | 0.39% | 0.41% | Q2 2021 | Q3 2022 | 6 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q4 2016 | 6 |
Bristol Gate Capital Partners Inc. | 6 | 6 | 4.53% | 4.64% | 4.84% | Q4 2016 | Q1 2018 | 6 |
Moisand Fitzgerald Tamayo, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Invst, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.03% | 0.57% | 1.40% | Q2 2020 | Q3 2023 | 6 |
Wealth Alliance | 6 | 6 | 0.05% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.02% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.13% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Orion Capital Management LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q1 2019 | 6 |
TLP GROUP LLC | 5 | 1 | 0.01% | 0.06% | 0.14% | Q3 2016 | Q3 2018 | 6 |
CERTUITY, LLC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 6 |
MBL Wealth, LLC | 3 | 1 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 6 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 5 | 5 | 1.85% | 2.06% | 2.35% | Q2 2015 | Q2 2016 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 2 | 0.07% | 0.69% | 1.35% | Q2 2013 | Q3 2018 | 5 |
Hamilton Point Investment Advisors, LLC | 3 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 5 |
IAG Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 5 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.06% | 0.26% | 0.63% | Q3 2013 | Q2 2015 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Mendel Money Management | 4 | 1 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.03% | 0.04% | 0.09% | Q2 2013 | Q2 2021 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.28% | 0.42% | 0.46% | Q1 2020 | Q1 2021 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 5 |
CAPITAL ONE, NATIONAL ASSOCIATION | 4 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q4 2019 | 5 |
SECTOR GAMMA AS | 5 | 5 | 2.47% | 4.83% | 6.38% | Q3 2014 | Q3 2015 | 5 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2014 | 5 |
LILLEY & CO | 5 | 5 | 1.69% | 1.76% | 1.84% | Q2 2013 | Q2 2014 | 5 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.05% | 0.40% | 0.66% | Q4 2019 | Q4 2022 | 5 |
LOEB PARTNERS CORP | 5 | 5 | 0.15% | 0.21% | 0.26% | Q4 2017 | Q4 2018 | 5 |
ZEVIN ASSET MANAGEMENT LLC | 3 | 2 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q4 2020 | 5 |
Man Investments Ltd | 5 | 5 | 0.10% | 0.17% | 0.32% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q4 2017 | 5 |
FormulaFolio Investments, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2020 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.04% | 0.11% | Q2 2021 | Q3 2022 | 5 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q2 2023 | 5 |
GARRISON BRADFORD & ASSOCIATES INC | 4 | 1 | 0.18% | 0.28% | 0.32% | Q1 2019 | Q3 2020 | 5 |
CHEMUNG CANAL TRUST CO | 5 | 5 | 0.05% | 0.54% | 0.94% | Q4 2022 | Q4 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q2 2014 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 5 |
Sterling Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Good Life Advisors, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q1 2022 | 5 |
White Pine Investment CO | 2 | 1 | 0.07% | 0.10% | 0.13% | Q2 2016 | Q2 2023 | 5 |
HUTCHENS INVESTMENT MANAGEMENT INC | 4 | 1 | 0.00% | 1.63% | 2.89% | Q4 2014 | Q4 2017 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.30% | 0.33% | 0.36% | Q2 2019 | Q2 2020 | 5 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q3 2022 | 5 |
AUXIER ASSET MANAGEMENT | 3 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Symphony Financial, Ltd. Co. | 5 | 5 | 0.06% | 0.19% | 0.45% | Q1 2020 | Q1 2021 | 5 |
Timber Hill LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2018 | 5 |
Apex Capital Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q2 2015 | 5 |
Bard Financial Services, Inc. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 2 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 5 |
Wilson, Kemp & Associates, Inc. | 5 | 5 | 0.56% | 0.71% | 0.94% | Q2 2013 | Q2 2014 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.04% | 0.15% | Q1 2021 | Q3 2023 | 5 |
Wealth Advisory Solutions, LLC | 3 | 2 | 0.05% | 0.10% | 0.16% | Q1 2020 | Q3 2021 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2019 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 5 |
INVERNESS COUNSEL LLC /NY/ | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 5 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.01% | 0.53% | 0.82% | Q3 2016 | Q3 2023 | 5 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.30% | 0.55% | 1.04% | Q4 2014 | Q3 2023 | 5 |
SMITH SHELLNUT WILSON LLC /ADV | 5 | 5 | 0.21% | 0.37% | 0.46% | Q4 2016 | Q4 2017 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Crake Asset Management LLP | 5 | 5 | 0.17% | 0.26% | 0.33% | Q3 2020 | Q3 2021 | 5 |
CIM INVESTMENT MANAGEMENT INC | 5 | 5 | 0.41% | 0.43% | 0.46% | Q4 2014 | Q4 2015 | 5 |
WESPAC Advisors, LLC | 4 | 1 | 0.44% | 0.47% | 0.53% | Q3 2016 | Q4 2017 | 5 |
SkyView Investment Advisors, LLC | 5 | 5 | 0.08% | 0.15% | 0.22% | Q2 2022 | Q2 2023 | 5 |
Intersect Capital LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q2 2022 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q1 2021 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q4 2018 | 5 |
Domani Wealth, LLC | 3 | 2 | 0.03% | 0.09% | 0.12% | Q1 2015 | Q2 2016 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Psagot Value Holdings Ltd. | 3 | 2 | 0.01% | 0.17% | 0.42% | Q4 2019 | Q1 2021 | 5 |
PRECEPT MANAGEMENT LLC | 3 | 1 | 0.02% | 0.40% | 0.82% | Q3 2019 | Q3 2020 | 5 |
Ayrshire Capital Management LLC | 5 | 5 | 2.10% | 2.21% | 2.47% | Q3 2021 | Q3 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 3 | 2 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q2 2023 | 5 |
Lauterbach Financial Advisors, LLC | 3 | 2 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q3 2023 | 5 |
Ergoteles LLC | 3 | 2 | 0.01% | 0.11% | 0.30% | Q4 2020 | Q4 2022 | 5 |
William Allan Corp | 5 | 5 | 0.41% | 0.53% | 0.61% | Q3 2022 | Q3 2023 | 5 |
AJO, LP | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2015 | Q3 2016 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Act Two Investors LLC | 5 | 5 | 1.25% | 1.82% | 2.52% | Q3 2022 | Q3 2023 | 5 |
Soros Fund Management | 4 | 1 | 0.05% | 0.62% | 1.07% | Q4 2013 | Q1 2016 | 5 |
Telemetry Investments, L.L.C. | 3 | 1 | 0.08% | 0.25% | 0.84% | Q3 2017 | Q4 2019 | 5 |
Latitude Advisors, LLC | 5 | 5 | 0.11% | 0.15% | 0.17% | Q1 2021 | Q1 2022 | 5 |
Lipe & Dalton | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q1 2018 | 5 |
Valtinson Bruner Financial Planning LLC | 5 | 5 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Cerebellum GP, LLC | 4 | 1 | 0.11% | 0.26% | 0.30% | Q2 2018 | Q4 2019 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q2 2015 | Q2 2016 | 5 |
MAIRS & POWER INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Princeton Alpha Management LP | 3 | 1 | 0.05% | 0.28% | 0.73% | Q1 2014 | Q3 2015 | 5 |
Aaron Wealth Advisors LLC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2015 | Q2 2016 | 5 |
PDT Partners, LLC | 2 | 1 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q4 2019 | 5 |
Desjardins Global Asset Management Inc. | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
VisionPoint Advisory Group, LLC | 3 | 2 | 0.01% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.13% | 0.20% | Q4 2018 | Q4 2019 | 5 |
Asset Allocation & Management Company, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q4 2022 | 5 |
KOCH INDUSTRIES INC | 5 | 5 | 0.12% | 0.27% | 0.41% | Q1 2017 | Q1 2018 | 5 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.12% | 0.28% | 0.50% | Q1 2014 | Q4 2019 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.16% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Financial Group, LLC / IL | 3 | 2 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q2 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.74% | 0.77% | 0.83% | Q3 2022 | Q3 2023 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.31% | 0.38% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q4 2023 | 5 |
Grant Street Asset Management, Inc. | 3 | 2 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 5 |
CJM Wealth Advisers, Ltd. | 3 | 2 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 5 |
Manhattan West Asset Management, LLC | 3 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 5 |
Somerset Trust Co | 5 | 5 | 0.92% | 1.50% | 1.81% | Q4 2013 | Q4 2014 | 5 |
PBMares Wealth Management LLC | 3 | 2 | 0.08% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 5 |
Odey Asset Management Group Ltd | 4 | 1 | 0.10% | 0.25% | 0.43% | Q4 2018 | Q4 2020 | 5 |
TradeLink Capital LLC | 5 | 5 | 0.34% | 0.84% | 1.41% | Q2 2015 | Q2 2016 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.24% | 0.25% | 0.27% | Q4 2019 | Q4 2020 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Kalos Management, Inc. | 3 | 1 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q4 2021 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Algebris (UK) Ltd | 4 | 4 | 0.23% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Hamilton Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NORTHSTAR WEALTH PARTNERS LLC | 4 | 4 | 0.19% | 0.21% | 0.22% | Q1 2017 | Q4 2017 | 4 |
Bellevue Asset Management AG | 4 | 4 | 1.87% | 1.97% | 2.16% | Q1 2015 | Q4 2015 | 4 |
NOROIAN STEVEN A & ASSOCIATES INC/CA | 4 | 4 | 3.88% | 4.05% | 4.29% | Q2 2013 | Q1 2014 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2016 | Q3 2017 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Legacy Financial Strategies, LLC | 3 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2023 | 4 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
Northside Capital Management, LLC | 4 | 4 | 0.10% | 0.11% | 0.15% | Q3 2019 | Q2 2020 | 4 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.09% | 0.14% | Q1 2017 | Q4 2021 | 4 |
Front Row Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 4 |
Cypress Capital, LLC | 4 | 4 | 1.44% | 1.58% | 1.66% | Q3 2021 | Q2 2022 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
C WorldWide Group Holding A/S | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
BARING ASSET MANAGEMENT Ltd | 4 | 4 | 0.04% | 0.07% | 0.13% | Q4 2016 | Q3 2017 | 4 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Rhenman & Partners Asset Management AB | 3 | 1 | 0.38% | 0.66% | 1.25% | Q1 2014 | Q1 2015 | 4 |
Pathway Financial Advisors LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2022 | 4 |
GAM SYSTEMATIC LLP | 4 | 4 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q4 2016 | 4 |
New England Research & Management, Inc. | 2 | 1 | 0.20% | 0.28% | 0.48% | Q2 2018 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.03% | 0.14% | 0.28% | Q1 2021 | Q3 2023 | 4 |
Old Port Advisors | 2 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 4 | 0.30% | 0.35% | 0.41% | Q1 2020 | Q4 2020 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.00% | 0.06% | 0.10% | Q2 2018 | Q2 2023 | 4 |
SWARTHMORE GROUP INC | 4 | 4 | 2.37% | 2.45% | 2.64% | Q4 2020 | Q3 2021 | 4 |
Hamilton Wealth, LLC | 4 | 4 | 0.07% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CM WEALTH ADVISORS LLC | 4 | 4 | 0.09% | 0.19% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Summit Financial, LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
FORTEM FINANCIAL GROUP, LLC | 4 | 4 | 0.14% | 0.24% | 0.51% | Q2 2020 | Q1 2021 | 4 |
Waverly Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 4 |
BW Gestao de Investimentos Ltda. | 4 | 4 | 0.34% | 0.46% | 0.58% | Q4 2013 | Q3 2014 | 4 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.10% | 0.20% | 0.38% | Q2 2013 | Q3 2014 | 4 |
Braver Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
DAGCO, INC. | 4 | 4 | 0.13% | 0.19% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 4 |
Legacy Trust | 4 | 4 | 1.41% | 1.54% | 1.70% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 3 | 1 | 0.05% | 0.11% | 0.14% | Q2 2019 | Q1 2021 | 4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 1 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 4 |
VICUS CAPITAL | 2 | 1 | 0.03% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Red Door Wealth Management, LLC | 2 | 1 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q2 2023 | 4 |
Olympiad Research LP | 3 | 1 | 0.21% | 0.32% | 0.46% | Q2 2020 | Q3 2023 | 4 |
Kames Capital Management Ltd | 3 | 1 | 0.03% | 0.06% | 0.07% | Q3 2013 | Q4 2014 | 4 |
Blue Water Life Science Advisors, LP | 4 | 4 | 0.13% | 0.17% | 0.21% | Q4 2020 | Q3 2021 | 4 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.95% | 1.06% | 1.37% | Q1 2014 | Q4 2015 | 4 |
Waratah Capital Advisors Ltd. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.08% | 0.13% | Q3 2014 | Q3 2023 | 4 |
Krane Funds Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.04% | 0.43% | 0.71% | Q3 2018 | Q4 2019 | 4 |
HOEY INVESTMENTS, INC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q4 2021 | 4 |
Sound Financial Strategies Group, LLC | 4 | 4 | 0.23% | 0.36% | 0.74% | Q4 2019 | Q3 2020 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Absolute Return Capital, LLC | 4 | 4 | 0.19% | 0.24% | 0.31% | Q2 2013 | Q1 2014 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 4 |
Petix & Botte Co | 2 | 1 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q3 2023 | 4 |
BSW Wealth Partners | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Odey Holdings AG | 4 | 4 | 1.64% | 1.97% | 2.28% | Q1 2020 | Q4 2020 | 4 |
PointState Capital LP | 3 | 1 | 0.08% | 0.48% | 0.96% | Q4 2014 | Q3 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
Veracity Capital LLC | 3 | 1 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q2 2023 | 4 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.26% | 0.39% | Q3 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.17% | 0.22% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Platform Technology Partners | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Hutchin Hill Capital, LP | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2017 | 4 |
Sio Capital Management, LLC | 1 | 1 | 1.02% | 2.55% | 6.21% | Q2 2015 | Q2 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Evolutionary Tree Capital Management, LLC | 4 | 4 | 0.97% | 1.29% | 1.58% | Q3 2022 | Q2 2023 | 4 |
NorthCoast Asset Management LLC | 3 | 1 | 0.09% | 0.23% | 0.67% | Q4 2018 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.14% | 0.41% | 0.57% | Q2 2013 | Q1 2014 | 4 |
IMA Wealth, Inc. | 3 | 1 | 0.08% | 0.10% | 0.13% | Q2 2015 | Q4 2022 | 4 |
Innovative Portfolios | 4 | 4 | 0.69% | 0.79% | 0.82% | Q1 2021 | Q4 2021 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
T. Rowe Price Investment Management, Inc. | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Cross Staff Investments Inc | 4 | 4 | 0.35% | 0.38% | 0.42% | Q4 2021 | Q3 2022 | 4 |
TCWP LLC | 3 | 1 | 0.06% | 0.10% | 0.17% | Q4 2021 | Q4 2022 | 4 |
Kearns & Associates LLC | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.22% | 1.29% | 1.34% | Q4 2021 | Q3 2022 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.45% | 0.48% | 0.52% | Q4 2021 | Q3 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
High Net Worth Advisory Group LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 2.41% | 2.55% | 2.74% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 1.46% | 1.56% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.39% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.55% | 0.63% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.27% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.12% | 0.20% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.64% | 0.78% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Two Point Capital Management, Inc. | 4 | 4 | 3.48% | 3.70% | 3.91% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.67% | 0.84% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.46% | 0.51% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Trium Capital LLP | 4 | 4 | 0.11% | 1.92% | 3.13% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.16% | 0.23% | 0.28% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.39% | 0.41% | 0.43% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.24% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.21% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.11% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 1.52% | 1.98% | 2.34% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Talbot Financial, LLC | 4 | 4 | 1.58% | 1.73% | 1.96% | Q4 2022 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.54% | 0.59% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.33% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 2.56% | 2.70% | 2.85% | Q4 2022 | Q3 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.52% | 0.57% | 0.61% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.13% | 0.19% | 0.31% | Q1 2023 | Q4 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Schoolcraft Capital LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2019 | 4 |
DOW CHEMICAL CO /DE/ | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2014 | Q3 2015 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q4 2018 | 4 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.17% | 0.24% | 0.39% | Q2 2014 | Q1 2015 | 4 |
Capital World Investors | 2 | 2 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2018 | 4 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.12% | 0.19% | 0.26% | Q1 2015 | Q4 2015 | 4 |
FIRST CITIZENS BANCORPORATION INC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q1 2014 | Q4 2014 | 4 |
ALTFEST L J & CO INC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2017 | Q1 2018 | 4 |
Weiss Asset Management LP | 3 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q2 2021 | 4 |
AlphaMark Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Aris Wealth Services, Inc. | 4 | 4 | 0.01% | 0.20% | 0.34% | Q4 2014 | Q3 2015 | 4 |
F&C Asset Management plc | 4 | 4 | 0.09% | 0.19% | 0.26% | Q2 2013 | Q1 2014 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q4 2017 | 4 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
WBH ADVISORY INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q3 2020 | 4 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 3 | 1 | 0.11% | 0.12% | 0.15% | Q4 2019 | Q2 2021 | 4 |
COLUMBUS CIRCLE INVESTORS | 3 | 1 | 0.02% | 0.17% | 0.61% | Q3 2016 | Q3 2019 | 4 |
SUSQUEHANNA TRUST & INVESTMENT CO | 4 | 4 | 1.04% | 1.27% | 1.44% | Q3 2014 | Q2 2015 | 4 |
DSM CAPITAL PARTNERS LLC | 2 | 2 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q4 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIELDPOINT PRIVATE ADVISORS, INC | 4 | 4 | 0.19% | 1.16% | 1.52% | Q2 2016 | Q1 2017 | 4 |
Brown Capital Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
RAYNER & HAYNOR | 4 | 4 | 1.40% | 1.47% | 1.52% | Q4 2013 | Q3 2014 | 4 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 4 | 4 | 1.14% | 1.30% | 1.40% | Q3 2014 | Q2 2015 | 4 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q2 2023 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.18% | 0.70% | 1.37% | Q4 2019 | Q2 2021 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.07% | 0.15% | 0.20% | Q4 2018 | Q4 2019 | 4 |
CSS LLC/IL | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 0.00% | 0.28% | 1.13% | Q1 2014 | Q4 2014 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.32% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Palouse Capital Management, Inc. | 4 | 4 | 0.47% | 0.48% | 0.49% | Q3 2014 | Q2 2015 | 4 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 4 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 4 | 4 | 0.63% | 0.65% | 0.71% | Q2 2013 | Q1 2014 | 4 |
CHECK CAPITAL MANAGEMENT INC/CA | 4 | 4 | 0.30% | 0.38% | 0.49% | Q3 2012 | Q2 2013 | 4 |
Delphi Private Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.26% | 0.59% | 1.20% | Q4 2018 | Q1 2020 | 4 |
WEALTHSOURCE PARTNERS, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 4 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.79% | 0.87% | 1.00% | Q3 2020 | Q1 2022 | 3 |
Gibson Capital, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.05% | 0.10% | 0.21% | Q1 2019 | Q2 2023 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Tributary Capital Management, LLC | 3 | 3 | 0.25% | 0.31% | 0.35% | Q2 2013 | Q4 2013 | 3 |
Parkwood LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2017 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.18% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.48% | 0.50% | 0.54% | Q2 2013 | Q4 2013 | 3 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q3 2017 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.50% | 0.61% | 0.73% | Q3 2020 | Q1 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.24% | 0.38% | 0.45% | Q3 2021 | Q1 2022 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.14% | 0.22% | 0.33% | Q1 2023 | Q3 2023 | 3 |
PUZO MICHAEL J | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2015 | Q3 2015 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
LGT Fund Management Co Ltd. | 3 | 3 | 0.14% | 0.23% | 0.39% | Q4 2021 | Q2 2022 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.28% | 0.32% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
TOEWS CORP /ADV | 1 | 1 | 0.23% | 0.41% | 0.62% | Q2 2016 | Q1 2020 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Kepos Capital LP | 3 | 3 | 0.12% | 0.25% | 0.34% | Q1 2018 | Q3 2018 | 3 |
TIEMANN INVESTMENT ADVISORS, LLC | 2 | 1 | 0.16% | 0.18% | 0.19% | Q2 2016 | Q1 2019 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.07% | 0.18% | Q2 2020 | Q4 2020 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.26% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
HARDING LOEVNER LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.04% | 0.10% | 0.19% | Q4 2018 | Q2 2021 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.31% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 3 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 3 |
MQS Management LLC | 2 | 1 | 0.16% | 0.35% | 0.53% | Q1 2022 | Q2 2023 | 3 |
GraniteShares Advisors LLC | 2 | 1 | 0.21% | 0.26% | 0.29% | Q2 2022 | Q2 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 3 |
CLINTON GROUP INC | 1 | 1 | 0.10% | 0.19% | 0.36% | Q2 2013 | Q3 2017 | 3 |
DUALITY ADVISERS, LP | 1 | 1 | 0.08% | 0.20% | 0.45% | Q4 2018 | Q3 2023 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2010 | Q3 2016 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.02% | 0.65% | 0.98% | Q2 2016 | Q1 2020 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 0.77% | 0.80% | 0.84% | Q4 2012 | Q2 2013 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Stone Ridge Asset Management LLC | 2 | 1 | 0.29% | 0.38% | 0.50% | Q4 2017 | Q1 2020 | 3 |
Marcus Capital, LLC | 3 | 3 | 0.84% | 0.94% | 1.00% | Q1 2018 | Q3 2018 | 3 |
True North Advisors, LLC | 2 | 1 | 0.04% | 0.11% | 0.17% | Q1 2020 | Q4 2021 | 3 |
Eventide Asset Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
FORA Capital, LLC | 1 | 1 | 0.08% | 0.36% | 0.51% | Q3 2020 | Q2 2022 | 3 |
Accel Wealth Management | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Oak Thistle LLC | 2 | 1 | 0.13% | 0.24% | 0.41% | Q1 2022 | Q2 2023 | 3 |
Selective Wealth Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 3 |
UNIQUE WEALTH, LLC | 3 | 3 | 0.16% | 0.22% | 0.31% | Q1 2023 | Q3 2023 | 3 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 2 | 1 | 0.12% | 0.12% | 0.13% | Q3 2014 | Q1 2017 | 3 |
BRAUN STACEY ASSOCIATES INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2021 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Machina Capital S.A.S. | 1 | 1 | 0.58% | 0.75% | 0.98% | Q4 2018 | Q2 2022 | 3 |
Empirical Asset Management, LLC | 1 | 1 | 0.34% | 0.46% | 0.64% | Q4 2021 | Q4 2022 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Heritage Financial Services, LLC | 3 | 3 | 0.08% | 0.14% | 0.21% | Q4 2021 | Q2 2022 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 0.56% | 1.12% | 2.14% | Q4 2009 | Q2 2010 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 1 | 0.24% | 0.39% | 0.57% | Q3 2015 | Q1 2019 | 3 |
BOWEN HANES & CO INC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2020 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.10% | 0.13% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Diametric Capital, LP | 3 | 3 | 0.40% | 1.12% | 2.48% | Q3 2018 | Q1 2019 | 3 |
Tourbillon Capital Partners, L.P. | 3 | 3 | 1.23% | 1.56% | 1.91% | Q1 2018 | Q3 2018 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.23% | 0.48% | 0.83% | Q1 2021 | Q3 2021 | 3 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q3 2018 | Q2 2019 | 3 |
DERBY & COMPANY, INC | 3 | 3 | 0.68% | 0.68% | 0.69% | Q4 2017 | Q2 2018 | 3 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.06% | 0.63% | 0.98% | Q2 2019 | Q4 2022 | 3 |
Heartland Bank & Trust Co | 3 | 3 | 0.61% | 0.78% | 0.87% | Q1 2023 | Q3 2023 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST MERCANTILE TRUST CO | 2 | 1 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2021 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.29% | 0.36% | 0.40% | Q1 2021 | Q3 2021 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.07% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 3 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q2 2019 | 3 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TOWER BRIDGE ADVISORS | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q4 2013 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 3 | 3 | 0.10% | 0.31% | 0.74% | Q4 2020 | Q2 2021 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q4 2020 | Q2 2021 | 3 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Essex LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
America First Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XR Securities LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 3 |
Willis Investment Counsel | 3 | 3 | 0.10% | 0.31% | 0.42% | Q2 2013 | Q4 2013 | 3 |
Herold Advisors, Inc. | 3 | 3 | 0.03% | 0.49% | 0.73% | Q3 2021 | Q1 2022 | 3 |
Hillman Capital Management, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
FDO Partners, LLC | 2 | 1 | 0.26% | 0.45% | 0.83% | Q4 2015 | Q2 2017 | 3 |
AIA Group Ltd | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Knights of Columbus Asset Advisors LLC | 3 | 3 | 0.29% | 0.40% | 0.48% | Q1 2023 | Q3 2023 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.21% | 0.29% | 0.41% | Q1 2016 | Q1 2019 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Aries Wealth Management | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MFA WEALTH ADVISORS, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
FFT WEALTH MANAGEMENT LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Santa Fe Partners LLC | 1 | 1 | 0.11% | 0.26% | 0.50% | Q4 2013 | Q3 2015 | 3 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 3 |
Geller Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 3 |
Alcosta Capital Management, Inc. | 3 | 3 | 1.75% | 1.91% | 2.10% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2021 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SRB CORP | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q4 2019 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 3 |
HC Financial Advisors, Inc. | 2 | 1 | 1.13% | 1.17% | 1.21% | Q4 2017 | Q3 2018 | 3 |
SHELTON WEALTH MANAGEMENT, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Perennial Investment Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MANA Advisors LLC | 1 | 1 | 0.30% | 0.90% | 1.71% | Q1 2018 | Q2 2019 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Novo Holdings A/S | 3 | 3 | 7.70% | 9.22% | 12.16% | Q2 2022 | Q4 2022 | 3 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.14% | 0.23% | Q2 2021 | Q1 2022 | 3 |
Southeast Asset Advisors Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
J. W. Coons Advisors, LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
SEARLE & CO. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.10% | 0.11% | 0.11% | Q2 2021 | Q4 2021 | 3 |
NEW YORK LIFE TRUST CO | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2015 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.05% | 0.13% | 0.26% | Q4 2019 | Q3 2023 | 3 |
Windsor Wealth Management, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Peterson Wealth Services | 2 | 1 | 1.59% | 1.89% | 2.42% | Q4 2021 | Q3 2023 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Palogic Value Management, L.P. | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Snider Financial Group | 3 | 3 | 0.78% | 1.00% | 1.14% | Q1 2023 | Q3 2023 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 3 |
ATALANTA SOSNOFF CAPITAL, LLC | 3 | 3 | 0.02% | 0.13% | 0.35% | Q3 2019 | Q1 2020 | 3 |
FCF Advisors LLC | 3 | 3 | 0.97% | 1.04% | 1.08% | Q3 2015 | Q1 2016 | 3 |
Airain ltd | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.09% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
JHL Capital Group LLC | 3 | 3 | 4.65% | 8.80% | 14.81% | Q2 2016 | Q4 2016 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.07% | 0.16% | 0.28% | Q2 2021 | Q3 2023 | 3 |
Nantahala Capital Management | 2 | 2 | 0.23% | 0.74% | 1.20% | Q1 2022 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
MidWestOne Financial Group, Inc. | 2 | 1 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q2 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GLG INC. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.21% | 0.30% | 0.47% | Q3 2013 | Q3 2015 | 3 |
PCJ Investment Counsel Ltd. | 2 | 1 | 0.83% | 1.24% | 1.46% | Q3 2020 | Q3 2021 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 3 |
Fusion Investment Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Diversified Investment Strategies, LLC | 2 | 1 | 0.27% | 0.46% | 0.56% | Q2 2013 | Q2 2014 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q4 2013 | 3 |
BANK OF HAWAII | 1 | 1 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q4 2019 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
HOWARD WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.12% | 0.19% | Q4 2019 | Q2 2023 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.40% | 0.44% | 0.51% | Q4 2021 | Q2 2022 | 3 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Opal Wealth Advisors, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.08% | 0.14% | 0.19% | Q3 2021 | Q1 2022 | 2 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 2 |
Realm Partners LLC | 2 | 2 | 0.92% | 1.33% | 1.74% | Q2 2014 | Q3 2014 | 2 |
COWEN INC. | 1 | 1 | 0.02% | 0.14% | 0.25% | Q1 2014 | Q2 2015 | 2 |
Cypress Wealth Advisors LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q1 2017 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
XML Financial, LLC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q2 2023 | Q3 2023 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Clarity Financial LLC | 2 | 2 | 1.42% | 1.46% | 1.51% | Q2 2023 | Q3 2023 | 2 |
Cinctive Capital Management LP | 2 | 2 | 0.14% | 0.22% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2013 | Q2 2013 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.20% | 0.22% | 0.24% | Q3 2013 | Q1 2014 | 2 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Pendal Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Adamant Biomedical Investments AG | 2 | 2 | 0.94% | 1.05% | 1.16% | Q3 2014 | Q4 2014 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Turiya Advisors Asia Ltd | 2 | 2 | 27.12% | 32.06% | 37.01% | Q4 2018 | Q1 2019 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.16% | 0.75% | 1.35% | Q1 2022 | Q2 2022 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.24% | 0.27% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Trek Financial, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 2 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.51% | 0.56% | 0.61% | Q4 2020 | Q1 2021 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.13% | 0.22% | Q4 2018 | Q1 2022 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q4 2021 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Abundance Wealth Counselors | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 0.74% | 1.13% | 1.53% | Q2 2019 | Q3 2019 | 2 |
GW HENSSLER & ASSOCIATES LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Sargent Investment Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
First International Bank & Trust | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Planning Center, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Benchmark Investment Advisors LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Autumn Glory Partners, LLC | 1 | 1 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 2 |
REINHART PARTNERS, LLC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Egerton Capital (UK) LLP | 2 | 2 | 0.87% | 0.98% | 1.10% | Q1 2016 | Q2 2016 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q4 2018 | Q1 2019 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Virtus ETF Advisers LLC | 1 | 1 | 0.42% | 0.48% | 0.54% | Q1 2023 | Q3 2023 | 2 |
MAYPORT, LLC | 2 | 2 | 0.68% | 0.70% | 0.73% | Q4 2021 | Q1 2022 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.16% | 0.51% | 0.86% | Q1 2019 | Q3 2019 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2022 | Q2 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 2 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.76% | 1.51% | Q1 2019 | Q4 2021 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
KCS Wealth Advisory | 1 | 1 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q2 2023 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Meredith Wealth Planning | 2 | 2 | 0.31% | 0.32% | 0.33% | Q4 2022 | Q1 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
INTACT INVESTMENT MANAGEMENT INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q4 2014 | Q3 2021 | 2 |
FCM INVESTMENTS/TX | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Elkhorn Investments, LLC | 2 | 2 | 0.93% | 0.94% | 0.95% | Q1 2017 | Q2 2017 | 2 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Mill Creek Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
CAPITAL INSIGHT PARTNERS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Index Fund Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.24% | 0.39% | 0.55% | Q2 2023 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Values Added Financial LLC | 2 | 2 | 0.44% | 0.45% | 0.46% | Q2 2023 | Q3 2023 | 2 |
ELEFANTE MICHAEL B | 1 | 1 | 0.11% | 0.11% | 0.12% | Q4 2013 | Q3 2014 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.67% | 0.67% | 0.67% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.07% | 0.20% | 0.33% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.36% | 0.37% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Ghost Tree Capital, LLC | 1 | 1 | 1.58% | 3.06% | 4.53% | Q4 2014 | Q4 2014 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.70% | 1.10% | 1.49% | Q1 2016 | Q2 2016 | 2 |
Silvant Capital Management LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Palisades Investment Partners, LLC | 2 | 2 | 1.02% | 1.03% | 1.04% | Q1 2014 | Q2 2014 | 2 |
HWG Holdings LP | 2 | 2 | 0.16% | 0.19% | 0.21% | Q3 2019 | Q4 2019 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.50% | 1.57% | 1.64% | Q2 2013 | Q3 2013 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Seascape Capital Management | 2 | 2 | 1.45% | 1.47% | 1.49% | Q4 2019 | Q1 2020 | 2 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.23% | 0.41% | Q1 2014 | Q3 2023 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2013 | Q3 2014 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
StellarOne CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
One Capital Management, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q1 2014 | Q3 2014 | 2 |
Gilbert & Cook, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Bedell Frazier Investment Counselling, LLC | 2 | 2 | 0.23% | 0.30% | 0.38% | Q1 2015 | Q2 2015 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2019 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q2 2019 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Compass Ion Advisors, LLC | 2 | 2 | 0.05% | 0.23% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Ballast, Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q2 2016 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Matthew 25 Management Corp | 2 | 2 | 0.85% | 1.04% | 1.22% | Q2 2013 | Q3 2013 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2023 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q2 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2013 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q1 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Pegasus Asset Management, Inc. | 2 | 2 | 0.58% | 0.59% | 0.60% | Q2 2023 | Q3 2023 | 2 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q4 2013 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q2 2023 | 2 |
Cornerstone Capital, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Eton Park Capital Management, L.P. | 2 | 2 | 0.90% | 0.97% | 1.04% | Q1 2015 | Q2 2015 | 2 |
HHG & Company, LLC | 2 | 2 | 0.35% | 0.40% | 0.45% | Q4 2015 | Q1 2016 | 2 |
DSC Advisors, L.P. | 1 | 1 | 0.04% | 0.54% | 1.05% | Q2 2020 | Q2 2020 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q1 2021 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.09% | 0.11% | 0.13% | Q3 2014 | Q1 2015 | 2 |
BBVA USA | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q2 2017 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.32% | 0.36% | 0.40% | Q2 2020 | Q3 2020 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
OTTER CREEK MANAGEMENT INC | 2 | 2 | 1.53% | 1.80% | 2.08% | Q2 2013 | Q3 2013 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.03% | 0.26% | 0.49% | Q1 2013 | Q1 2017 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 1.06% | 1.66% | 2.26% | Q2 2020 | Q3 2020 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.21% | 0.41% | Q2 2018 | Q1 2022 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
FOSTER & MOTLEY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.52% | 0.68% | 0.84% | Q2 2013 | Q3 2023 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.56% | 0.60% | 0.63% | Q3 2019 | Q4 2019 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.42% | 0.57% | 0.72% | Q4 2019 | Q2 2020 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q1 2017 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
NORTHPOINTE CAPITAL LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q1 2016 | Q2 2016 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q1 2016 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.12% | 0.24% | Q3 2019 | Q2 2020 | 2 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 2 | 2 | 0.49% | 0.58% | 0.67% | Q4 2017 | Q1 2018 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.14% | 0.18% | 0.21% | Q4 2017 | Q1 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2023 | Q1 2023 | 2 |
ARVEST TRUST CO N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2018 | Q2 2018 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 2.74% | 2.76% | 2.78% | Q2 2013 | Q3 2013 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.07% | 0.08% | 0.10% | Q2 2014 | Q2 2017 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 2 |
Benson Investment Management Company, Inc. | 2 | 2 | 1.88% | 1.95% | 2.01% | Q1 2020 | Q2 2020 | 2 |
AT Bancorp | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2018 | 2 |
Sentinus, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Stevard, LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q2 2020 | Q3 2020 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.48% | 0.55% | 0.62% | Q1 2022 | Q2 2022 | 2 |
Fundsmith Long/Short Master Fund | 2 | 2 | 3.83% | 3.84% | 3.85% | Q4 2020 | Q1 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 2 |
Odey Asset Management LLP | 2 | 2 | 0.85% | 1.72% | 2.60% | Q2 2023 | Q3 2023 | 2 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 2 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.17% | 0.33% | Q4 2020 | Q3 2022 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2021 | Q3 2021 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Cypress Point Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2016 | Q3 2016 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q3 2020 | Q2 2022 | 2 |
Castellan Group | 2 | 2 | 0.86% | 1.21% | 1.56% | Q4 2020 | Q1 2021 | 2 |
F/M Investments LLC | 2 | 2 | 0.93% | 1.00% | 1.08% | Q2 2023 | Q3 2023 | 2 |
Neuberger Berman Canada ULC | 1 | 1 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q4 2013 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2017 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.91% | 0.93% | 0.94% | Q2 2013 | Q3 2013 | 2 |
Oak Harvest Investment Services | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Monterey Private Wealth, Inc. | 2 | 2 | 0.26% | 0.28% | 0.31% | Q4 2019 | Q1 2020 | 2 |
Harbor Group, Inc. | 2 | 2 | 0.18% | 0.21% | 0.23% | Q4 2020 | Q1 2021 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 2 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 2 | 2 | 0.29% | 0.29% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Marshall Financial Group LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
CGN Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2019 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 2 | 0.15% | 0.21% | 0.28% | Q4 2013 | Q1 2014 | 2 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Insight Inv LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
HARBOR ADVISORY CORP /MA/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
JFG Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2016 | Q3 2016 | 1 |
Ally Financial Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2014 | Q3 2014 | 1 |
MAR VISTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Paul John Balson | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2014 | Q1 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
First Pacific Financial | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Mitra Capital LLC | 1 | 1 | 5.93% | 5.93% | 5.93% | Q1 2016 | Q1 2016 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Beach Investment Management, LLC. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q1 2020 | Q1 2020 | 1 |
Noked Israel Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2019 | Q3 2019 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Tradeworx Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
ARGA Investment Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
Barton Investment Management | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2016 | Q1 2016 | 1 |
VALLEY NATIONAL BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2014 | Q4 2014 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HealthInvest Partners AB | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Knuff & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
James Hambro & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2021 | Q3 2021 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2020 | Q3 2020 | 1 |
FBR & Co. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Platinum Management (NY) LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Straight Path Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Kensington Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2015 | Q2 2015 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
COWA, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Miura Global Management | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2020 | Q1 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Temasek Holdings (Private) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Integral Health Asset Management, LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q1 2023 | Q1 2023 | 1 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2018 | Q4 2018 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2015 | Q1 2015 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2018 | Q3 2018 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 2.81% | 2.81% | 2.81% | Q1 2016 | Q1 2016 | 1 |
IMS Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2016 | Q2 2016 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2013 | Q3 2013 | 1 |
BRC Investment Management LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q3 2015 | Q3 2015 | 1 |
High Pines Wealth Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2018 | Q3 2018 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Fifth Third Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
IMPACTfolio, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2023 | Q4 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Sofinnova Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
WJ Interests, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2022 | Q1 2022 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2014 | Q4 2014 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Leap Investments LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2020 | Q2 2020 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
Eukles Asset Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TRAXIS PARTNERS LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2013 | Q2 2013 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2020 | Q2 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2014 | Q3 2014 | 1 |
CONTINENTAL ADVISORS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2017 | Q2 2017 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Reliant Investment Management, LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2023 | Q3 2023 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Overbrook Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
New England Professional Planning Group Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2015 | Q2 2015 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2018 | Q1 2018 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2023 | Q1 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Avidity Partners Management LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2022 | Q3 2022 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TREVOR STEWART BURTON & JACOBSEN INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 2.66% | 2.66% | 2.66% | Q1 2020 | Q1 2020 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Tech Square Trading LP | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2018 | Q4 2018 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2013 | Q2 2013 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2015 | Q3 2015 | 1 |
Parplus Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2020 | Q2 2020 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
RTW INVESTMENTS, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2022 | Q2 2022 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
BAKER BOYER NATIONAL BANK | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Shellback Capital, LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2019 | Q1 2019 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2013 | Q2 2013 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 3.36% | 3.36% | 3.36% | Q3 2023 | Q3 2023 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Asymmetry Capital Management, L.P. | 1 | 1 | 5.82% | 5.82% | 5.82% | Q3 2015 | Q3 2015 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FIDUCIARY ASSET MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Camber Capital Management LP | 1 | 1 | 6.24% | 6.24% | 6.24% | Q4 2016 | Q4 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2018 | Q4 2018 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Invictus RG | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Tamarack Advisers, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2014 | Q1 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Hilltop Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Blue Investment Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Verum Partners LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2021 | Q4 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2022 | Q4 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
BEACON INVESTMENT ADVISORS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Montz Harcus Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Pembroke Management, LTD | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Staton Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Noked Capital LTD | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2019 | Q3 2019 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2022 | Q1 2022 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INVESTOR AB | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2014 | Q3 2014 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2016 | Q3 2016 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BOW STREET LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2014 | Q2 2014 | 1 |
Atlas Wealth Partners, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2023 | Q2 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
KEYWISE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2021 | Q3 2021 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 2.65% | 2.65% | 2.65% | Q2 2020 | Q2 2020 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
MMA ASSET MANAGEMENT LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2020 | Q4 2020 | 1 |
CROFT-LEOMINSTER INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2013 | Q2 2013 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
ELEVATUS WELATH MANAGEMENT | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2021 | Q3 2021 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lokken Investment Group LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Grisanti Capital Management LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2020 | Q1 2020 | 1 |
Kampmann Melissa S. | 1 | 1 | 3.42% | 3.42% | 3.42% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Friedenthal Financial | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Avondale Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own STRYKER CORP or have owned STRYKER CORP in the past.