Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 1.31% | 5.62% | Q2 2013 | Q3 2023 | 121 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 108 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 1.36% | 5.65% | Q2 2013 | Q3 2023 | 106 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.11% | Q1 2012 | Q3 2023 | 104 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 102 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 101 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 96 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 95 |
Citadel Advisors | 30 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 94 |
TORONTO DOMINION BANK | 43 | 43 | 0.12% | 0.92% | 2.62% | Q1 2013 | Q3 2023 | 83 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 5.28% | 15.12% | Q2 2013 | Q3 2023 | 82 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.24% | Q4 2015 | Q3 2023 | 79 |
Parallax Volatility Advisers, L.P. | 11 | 2 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 74 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.06% | 0.14% | Q1 2012 | Q3 2023 | 70 |
WOLVERINE TRADING, LLC | 18 | 1 | 0.00% | 0.02% | 0.54% | Q2 2016 | Q3 2023 | 70 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.01% | 0.12% | Q1 2014 | Q3 2023 | 70 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.24% | Q4 2014 | Q3 2023 | 68 |
Twin Tree Management, LP | 18 | 1 | 0.00% | 0.04% | 0.13% | Q4 2012 | Q3 2023 | 68 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 67 |
MILLENNIUM MANAGEMENT LLC | 14 | 1 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 56 |
Baskin Financial Services Inc. | 52 | 52 | 0.73% | 2.27% | 3.44% | Q4 2010 | Q3 2023 | 52 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 5.52% | 12.70% | Q1 2013 | Q3 2023 | 51 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.29% | 4.77% | 6.66% | Q2 2013 | Q3 2023 | 49 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 49 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 1 | 0.00% | 0.01% | 0.11% | Q3 2013 | Q3 2023 | 49 |
TWO SIGMA INVESTMENTS, LP | 15 | 2 | 0.00% | 0.08% | 0.36% | Q2 2014 | Q4 2022 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.14% | 0.30% | 0.62% | Q4 2011 | Q3 2023 | 48 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.95% | 2.62% | Q2 2013 | Q3 2023 | 48 |
RAYMOND JAMES & ASSOCIATES | 39 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 47 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.18% | 0.39% | Q3 2013 | Q3 2023 | 47 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 46 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 45 |
MUFG Americas Holdings Corp | 40 | 5 | 0.00% | 0.02% | 0.08% | Q4 2010 | Q3 2022 | 45 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 44 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q2 2018 | 43 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 43 | 43 | 0.02% | 1.38% | 4.13% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 43 |
Cumberland Partners Ltd | 35 | 8 | 0.62% | 4.13% | 7.60% | Q4 2012 | Q3 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 1.00% | 1.37% | 1.64% | Q2 2013 | Q4 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.03% | 0.11% | 0.31% | Q2 2013 | Q4 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.05% | 1.24% | 2.27% | Q2 2013 | Q4 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.30% | 1.20% | Q1 2013 | Q3 2023 | 43 |
LVM CAPITAL MANAGEMENT LTD/MI | 42 | 42 | 0.74% | 1.95% | 2.73% | Q2 2013 | Q3 2023 | 42 |
Scheer, Rowlett & Associates Investment Management Ltd. | 42 | 42 | 6.77% | 10.06% | 11.60% | Q2 2013 | Q3 2023 | 42 |
PCJ Investment Counsel Ltd. | 42 | 42 | 3.00% | 7.32% | 10.28% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.25% | 0.35% | 0.46% | Q2 2012 | Q4 2022 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.03% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.69% | 1.22% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.14% | 0.22% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 0.52% | 2.68% | 6.32% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 3.98% | 6.27% | 8.13% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.13% | 0.36% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 1.00% | 2.41% | 7.27% | Q2 2013 | Q3 2023 | 42 |
Heathbridge Capital Management Ltd. | 42 | 42 | 4.26% | 6.51% | 9.64% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.07% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.09% | 0.34% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.08% | 0.25% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.02% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.20% | 2.11% | 5.88% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.23% | 2.21% | 3.70% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.06% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.33% | 0.53% | 0.96% | Q2 2013 | Q3 2023 | 42 |
JCIC Asset Management Inc. | 42 | 42 | 0.12% | 3.91% | 6.56% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 2.39% | 3.71% | 4.73% | Q2 2013 | Q3 2023 | 42 |
LINCLUDEN MANAGEMENT LTD | 42 | 42 | 0.10% | 7.93% | 10.41% | Q2 2013 | Q3 2023 | 42 |
Beutel, Goodman & Co Ltd. | 42 | 42 | 4.69% | 9.35% | 12.28% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.07% | 0.34% | 0.98% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.16% | 0.31% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Clark Capital Management Group, Inc. | 42 | 42 | 0.01% | 0.12% | 0.80% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.02% | 0.11% | 0.35% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DAVIS-REA LTD. | 42 | 42 | 3.11% | 8.18% | 15.42% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Financial Architects, Inc | 36 | 4 | 0.01% | 0.16% | 0.52% | Q2 2013 | Q2 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.04% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 5.38% | 6.93% | 9.81% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.16% | 0.30% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 5.01% | 5.95% | 7.00% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
K.J. Harrison & Partners Inc | 42 | 42 | 0.48% | 1.74% | 2.75% | Q2 2013 | Q3 2023 | 42 |
MONTRUSCO BOLTON INVESTMENTS INC. | 42 | 42 | 1.16% | 6.53% | 11.81% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.09% | 0.15% | 0.23% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.03% | 0.10% | 0.35% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.04% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.20% | 0.32% | 0.51% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.08% | 0.76% | 1.14% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.19% | 0.34% | 0.49% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.16% | 0.40% | 0.81% | Q2 2013 | Q3 2023 | 42 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 42 | 42 | 0.06% | 0.88% | 2.13% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.03% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.03% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.12% | 1.32% | 2.49% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.11% | 0.21% | 0.37% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.04% | 0.21% | 0.41% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.05% | 0.20% | 0.50% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.23% | 0.51% | 0.95% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.20% | 0.77% | 1.20% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 4.91% | 5.86% | 7.58% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.48% | 2.97% | 8.40% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 2.76% | 6.47% | 8.65% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.99% | 3.06% | 4.59% | Q2 2013 | Q3 2023 | 42 |
GRIMES & COMPANY, INC. | 42 | 42 | 0.07% | 0.21% | 0.56% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 5.51% | 7.81% | 10.46% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.07% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 2.15% | 4.26% | 6.98% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 0.32% | 0.64% | Q2 2013 | Q3 2023 | 42 |
WealthTrust Axiom LLC | 42 | 42 | 0.63% | 0.82% | 1.08% | Q2 2013 | Q3 2023 | 42 |
LETKO, BROSSEAU & ASSOCIATES INC | 42 | 42 | 2.28% | 3.25% | 4.41% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 34 | 8 | 0.00% | 0.01% | 0.07% | Q1 2012 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.22% | 0.43% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 0.63% | 1.52% | 2.76% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 29 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 41 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 25 | 16 | 0.13% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 2.38% | 2.97% | 3.94% | Q2 2013 | Q3 2023 | 41 |
ACADIAN ASSET MANAGEMENT LLC | 41 | 41 | 0.01% | 1.02% | 2.84% | Q3 2013 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.14% | 0.24% | Q4 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 24 | 17 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Essex Financial Services, Inc. | 41 | 41 | 0.04% | 0.17% | 0.42% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
LOWE BROCKENBROUGH & CO INC | 41 | 41 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q2 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.09% | 0.53% | Q2 2013 | Q3 2023 | 41 |
JARISLOWSKY, FRASER Ltd | 29 | 12 | 0.73% | 5.95% | 8.77% | Q2 2013 | Q3 2023 | 41 |
Hartford Financial Management Inc. | 34 | 7 | 0.01% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.07% | 0.40% | 0.58% | Q3 2013 | Q3 2023 | 41 |
WRIGHT INVESTORS SERVICE INC | 37 | 4 | 0.36% | 0.66% | 1.32% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
DAVIS R M INC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
NATIXIS ADVISORS, L.P. | 33 | 7 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 28 | 4 | 0.00% | 0.05% | 0.61% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
Telos Capital Management, Inc. | 22 | 4 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 40 |
Capital International Investors | 40 | 40 | 0.00% | 0.14% | 0.38% | Q2 2013 | Q1 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.02% | 0.23% | 0.59% | Q4 2013 | Q3 2023 | 40 |
NATIXIS | 32 | 8 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2023 | 40 |
Covington Investment Advisors Inc. | 40 | 40 | 0.66% | 1.18% | 1.93% | Q2 2013 | Q1 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.11% | 0.14% | 0.21% | Q1 2014 | Q3 2023 | 39 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2022 | 39 |
Cardinal Capital Management, Inc. | 39 | 39 | 0.98% | 6.15% | 7.37% | Q1 2014 | Q3 2023 | 39 |
Mawer Investment Management Ltd. | 30 | 9 | 0.10% | 2.04% | 4.92% | Q3 2013 | Q3 2023 | 39 |
Checchi Capital Advisers, LLC | 31 | 8 | 0.02% | 0.07% | 0.28% | Q4 2013 | Q3 2023 | 39 |
Capital Research Global Investors | 38 | 1 | 0.02% | 0.30% | 1.00% | Q2 2013 | Q3 2023 | 39 |
First Long Island Investors, LLC | 39 | 39 | 1.35% | 1.73% | 2.01% | Q1 2014 | Q3 2023 | 39 |
Hemenway Trust Co LLC | 27 | 12 | 0.05% | 0.09% | 0.14% | Q1 2013 | Q3 2023 | 39 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 3.64% | 5.59% | 7.38% | Q1 2014 | Q3 2023 | 39 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 38 |
American Research & Management Co. | 38 | 38 | 0.59% | 0.77% | 0.94% | Q2 2013 | Q3 2022 | 38 |
Mariner, LLC | 34 | 4 | 0.01% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 38 |
WASHINGTON TRUST Co | 21 | 1 | 0.01% | 0.15% | 0.58% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2022 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.38% | 1.33% | 2.41% | Q2 2013 | Q3 2022 | 38 |
VANGUARD GROUP INC | 35 | 3 | 0.00% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 38 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 35 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2022 | 38 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 37 | 37 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2023 | 37 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 37 |
GODSEY & GIBB, INC | 32 | 1 | 1.81% | 2.40% | 6.42% | Q2 2013 | Q3 2023 | 37 |
BAR HARBOR WEALTH MANAGEMENT | 37 | 37 | 0.02% | 0.06% | 0.10% | Q1 2013 | Q1 2022 | 37 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.04% | 0.14% | Q3 2014 | Q3 2023 | 37 |
Grantham, Mayo, Van Otterloo & Co. LLC | 35 | 2 | 0.00% | 0.19% | 0.94% | Q2 2013 | Q3 2023 | 37 |
EdgePoint Investment Group Inc. | 37 | 37 | 0.37% | 0.82% | 1.51% | Q2 2013 | Q2 2022 | 37 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 37 | 37 | 0.03% | 0.26% | 0.50% | Q2 2013 | Q2 2022 | 37 |
Korea Investment CORP | 35 | 1 | 0.14% | 0.36% | 0.50% | Q1 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.13% | 0.26% | 0.48% | Q2 2013 | Q1 2022 | 36 |
OPPENHEIMER & CO INC | 19 | 8 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 36 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 36 | 36 | 0.00% | 0.26% | 0.64% | Q4 2014 | Q3 2023 | 36 |
COMMERCE BANK | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 36 |
ADVISOR PARTNERS LLC | 31 | 5 | 0.06% | 0.15% | 0.55% | Q2 2013 | Q2 2022 | 36 |
CIDEL ASSET MANAGEMENT INC | 36 | 36 | 3.74% | 7.68% | 10.92% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.05% | 0.12% | 0.27% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
AMF Tjanstepension AB | 36 | 36 | 0.00% | 0.68% | 1.12% | Q4 2014 | Q3 2023 | 36 |
Blue Chip Partners, LLC | 36 | 36 | 0.03% | 0.75% | 1.66% | Q4 2014 | Q3 2023 | 36 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 23 | 1 | 0.01% | 0.06% | 0.15% | Q2 2010 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
HENNESSY ADVISORS INC | 35 | 35 | 0.07% | 0.22% | 0.43% | Q1 2015 | Q3 2023 | 35 |
TWO SIGMA SECURITIES, LLC | 8 | 4 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 35 |
Neuberger Berman Group LLC | 33 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 35 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 11 | 0.08% | 0.29% | 0.76% | Q2 2013 | Q1 2022 | 35 |
TDAM USA INC. | 35 | 35 | 0.36% | 0.59% | 0.78% | Q2 2013 | Q4 2021 | 35 |
American Assets Investment Management, LLC | 35 | 35 | 0.64% | 0.94% | 1.38% | Q1 2015 | Q3 2023 | 35 |
HMS Capital Management, LLC | 14 | 7 | 0.26% | 0.56% | 1.02% | Q3 2016 | Q3 2023 | 35 |
Community Bank, N.A. | 35 | 35 | 0.08% | 0.13% | 0.17% | Q1 2015 | Q3 2023 | 35 |
CREDIT AGRICOLE S A | 18 | 17 | 0.00% | 0.09% | 0.46% | Q2 2013 | Q3 2023 | 35 |
CONDOR CAPITAL MANAGEMENT | 35 | 35 | 0.05% | 0.08% | 0.13% | Q2 2014 | Q4 2022 | 35 |
BURNS J W & CO INC/NY | 35 | 35 | 0.04% | 0.07% | 0.08% | Q1 2015 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 35 | 35 | 0.34% | 0.73% | 1.69% | Q2 2013 | Q4 2021 | 35 |
Renaissance Technologies | 29 | 1 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q2 2023 | 35 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 32 | 2 | 0.88% | 1.19% | 1.51% | Q1 2015 | Q3 2023 | 34 |
SECURITY NATIONAL BANK OF SO DAK | 32 | 2 | 0.79% | 1.12% | 1.43% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.04% | 0.21% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.06% | 0.17% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 34 |
NOMURA ASSET MANAGEMENT CO LTD | 25 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 3.26% | 4.57% | 5.62% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.16% | 0.23% | 0.29% | Q2 2013 | Q3 2021 | 34 |
PORTLAND INVESTMENT COUNSEL INC. | 24 | 10 | 0.24% | 4.48% | 14.34% | Q2 2014 | Q3 2023 | 34 |
PRICE T ROWE ASSOCIATES INC /MD/ | 34 | 34 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q2 2022 | 34 |
Stonebridge Capital Advisors LLC | 18 | 5 | 0.00% | 0.30% | 0.93% | Q4 2013 | Q2 2023 | 33 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2021 | 33 |
Glassman Wealth Services | 24 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q2 2021 | 33 |
Eagle Ridge Investment Management | 33 | 33 | 0.62% | 0.77% | 0.90% | Q3 2015 | Q3 2023 | 33 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.02% | 0.19% | Q4 2012 | Q2 2020 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
Parsec Financial Management, Inc. | 33 | 33 | 0.48% | 0.81% | 1.10% | Q1 2015 | Q1 2023 | 33 |
Raab & Moskowitz Asset Management LLC | 26 | 7 | 0.08% | 0.40% | 1.00% | Q4 2013 | Q1 2022 | 33 |
Advisors Asset Management, Inc. | 17 | 16 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 33 |
PARK CIRCLE Co | 33 | 33 | 0.14% | 0.85% | 1.97% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
Lombard Odier Asset Management (Switzerland) SA | 27 | 2 | 0.02% | 0.11% | 0.37% | Q2 2014 | Q3 2023 | 33 |
VAN ECK ASSOCIATES CORP | 22 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
People's United Financial, Inc. | 17 | 16 | 0.01% | 0.02% | 0.20% | Q2 2013 | Q1 2022 | 33 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 2 | 0.00% | 0.02% | 0.27% | Q2 2013 | Q1 2023 | 32 |
BECK MACK & OLIVER LLC | 27 | 5 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2021 | 32 |
OMERS ADMINISTRATION Corp | 23 | 9 | 0.31% | 2.63% | 4.71% | Q3 2015 | Q3 2023 | 32 |
RATIONAL ADVISORS LLC | 14 | 1 | 0.00% | 0.19% | 0.56% | Q4 2009 | Q3 2020 | 32 |
PRIVATE ASSET MANAGEMENT INC | 32 | 32 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 13 | 0.00% | 0.05% | 1.52% | Q2 2013 | Q4 2021 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.11% | 0.34% | Q1 2016 | Q4 2023 | 32 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 25 | 7 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 32 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 2 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
VOYA INVESTMENT MANAGEMENT LLC | 23 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Johnson Financial Group, Inc. | 25 | 6 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.11% | 0.14% | 0.18% | Q1 2016 | Q3 2023 | 31 |
FIL Ltd | 22 | 9 | 0.02% | 1.77% | 3.30% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Cardinal Capital Management | 31 | 31 | 0.45% | 0.55% | 0.66% | Q1 2016 | Q3 2023 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.09% | 0.90% | 2.41% | Q4 2015 | Q2 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.10% | 0.22% | 0.42% | Q2 2013 | Q4 2020 | 31 |
Sheaff Brock Investment Advisors, LLC | 17 | 14 | 0.02% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 31 |
DONALDSON CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.02% | 0.27% | 2.43% | Q1 2011 | Q3 2023 | 30 |
Manitou Investment Management Ltd. | 30 | 30 | 0.33% | 0.92% | 3.90% | Q3 2015 | Q4 2022 | 30 |
SVB WEALTH LLC | 11 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 30 |
PATHSTONE FAMILY OFFICE, LLC | 27 | 3 | 0.00% | 0.05% | 0.26% | Q1 2016 | Q3 2023 | 30 |
Hexavest Inc. | 30 | 30 | 0.05% | 0.31% | 0.95% | Q2 2013 | Q3 2020 | 30 |
VALLEY NATIONAL ADVISERS INC | 30 | 30 | 0.00% | 0.05% | 0.20% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES TRUST N.A. | 29 | 29 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 29 | 29 | 0.00% | 0.17% | 0.58% | Q3 2016 | Q3 2023 | 29 |
Haverford Trust Co | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 29 |
MITCHELL CAPITAL MANAGEMENT CO | 21 | 8 | 0.09% | 0.67% | 2.70% | Q2 2013 | Q1 2023 | 29 |
TWO SIGMA ADVISERS, LP | 14 | 1 | 0.00% | 0.06% | 0.20% | Q1 2014 | Q4 2022 | 29 |
Polar Capital LLP | 29 | 29 | 0.06% | 0.13% | 0.17% | Q3 2013 | Q3 2020 | 29 |
Jacobi Capital Management LLC | 27 | 2 | 0.01% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Buckingham Capital Management, Inc. | 29 | 29 | 0.12% | 0.37% | 0.46% | Q2 2013 | Q2 2020 | 29 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.03% | Q1 2011 | Q3 2023 | 29 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 29 | 29 | 0.13% | 0.24% | 0.42% | Q4 2013 | Q4 2020 | 29 |
STRS OHIO | 14 | 4 | 0.02% | 0.09% | 0.17% | Q1 2015 | Q3 2023 | 28 |
Highlander Capital Management, LLC | 23 | 5 | 0.00% | 0.19% | 0.26% | Q1 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
DELTA ASSET MANAGEMENT LLC/TN | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 1 | 0.07% | 2.18% | 6.06% | Q3 2014 | Q3 2023 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.09% | 0.30% | 0.60% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.22% | 0.46% | Q4 2016 | Q3 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
USS Investment Management Ltd | 28 | 28 | 0.10% | 0.25% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Bray Capital Advisors | 23 | 5 | 0.00% | 0.05% | 0.59% | Q4 2014 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.04% | 0.15% | 0.21% | Q2 2013 | Q1 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q4 2022 | 28 |
FORSTA AP-FONDEN | 27 | 1 | 0.25% | 0.37% | 0.65% | Q4 2015 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
FARMERS & MERCHANTS INVESTMENTS INC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.01% | 0.12% | Q2 2014 | Q4 2021 | 28 |
BROWN ADVISORY INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 26 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Highstreet Asset Management Inc. | 27 | 27 | 2.50% | 5.24% | 7.89% | Q2 2013 | Q4 2019 | 27 |
Baystate Wealth Management LLC | 26 | 1 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 27 |
Alexandria Capital, LLC | 16 | 11 | 0.01% | 0.43% | 1.31% | Q2 2013 | Q3 2021 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Greystone Managed Investments Inc. | 26 | 26 | 5.71% | 7.67% | 9.42% | Q2 2013 | Q3 2019 | 26 |
Lenox Wealth Advisors, LLC | 18 | 8 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q1 2022 | 26 |
Chicago Partners Investment Group LLC | 14 | 12 | 0.01% | 0.04% | 0.13% | Q3 2016 | Q3 2023 | 26 |
LAZARD ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 26 |
First Allied Advisory Services, Inc. | 26 | 26 | 0.01% | 0.06% | 0.30% | Q3 2013 | Q4 2019 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
NewSquare Capital LLC | 25 | 1 | 0.00% | 0.42% | 0.77% | Q3 2016 | Q3 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 3.30% | 3.88% | 5.05% | Q2 2017 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 25 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2020 | 26 |
Boston Common Asset Management, LLC | 26 | 26 | 0.10% | 0.19% | 0.56% | Q2 2013 | Q3 2019 | 26 |
ASSETMARK, INC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.55% | 0.70% | 0.81% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.20% | 0.35% | 0.51% | Q3 2016 | Q3 2023 | 26 |
Boston Trust Walden Corp | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 9 | 0.03% | 0.26% | 0.44% | Q4 2016 | Q3 2023 | 26 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.01% | 0.11% | 0.25% | Q2 2013 | Q4 2019 | 26 |
Riggs Asset Managment Co. Inc. | 23 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2023 | 25 |
Kistler-Tiffany Companies, LLC | 13 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2023 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.10% | 0.36% | Q3 2017 | Q3 2023 | 25 |
West Oak Capital, LLC | 25 | 25 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 25 |
BRIDGES INVESTMENT MANAGEMENT INC | 13 | 12 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q2 2020 | 25 |
NICHOLS & PRATT ADVISERS LLP /MA | 22 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q3 2019 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.02% | 0.08% | 0.27% | Q2 2013 | Q2 2019 | 25 |
Mercer Capital Advisers, Inc. | 25 | 25 | 0.03% | 0.33% | 0.48% | Q4 2014 | Q4 2020 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.08% | 0.48% | 1.13% | Q1 2016 | Q1 2022 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2019 | 25 |
Newman Dignan & Sheerar, Inc. | 25 | 25 | 0.01% | 0.21% | 0.40% | Q2 2013 | Q2 2019 | 25 |
Parkside Financial Bank & Trust | 21 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2023 | 25 |
TRUIST FINANCIAL CORP | 16 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 25 |
GIRARD PARTNERS LTD. | 12 | 5 | 0.04% | 0.22% | 0.54% | Q4 2013 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.03% | 0.08% | 0.12% | Q1 2015 | Q1 2021 | 25 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 25 |
State of Tennessee, Treasury Department | 18 | 2 | 0.26% | 0.46% | 0.86% | Q4 2014 | Q3 2023 | 25 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 18 | 7 | 0.25% | 0.88% | 1.47% | Q3 2015 | Q3 2023 | 25 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.05% | 0.06% | 0.08% | Q4 2016 | Q4 2022 | 25 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.08% | 0.73% | Q3 2017 | Q2 2023 | 25 |
Fisher Asset Management, LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
BNP Paribas Asset Management Holding S.A. | 24 | 24 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q1 2019 | 24 |
Onex Canada Asset Management Inc. | 24 | 24 | 1.97% | 3.54% | 6.26% | Q4 2017 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 15 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 24 |
SEI INVESTMENTS CO | 18 | 6 | 0.00% | 0.01% | 0.13% | Q4 2014 | Q3 2023 | 24 |
AQR Capital Management | 23 | 1 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q2 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
REGENTATLANTIC CAPITAL LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.57% | 0.71% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Polar Asset Management Partners Inc. | 18 | 1 | 0.01% | 0.21% | 1.21% | Q4 2017 | Q2 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Laurel Wealth Advisors, Inc. | 24 | 24 | 0.06% | 0.12% | 0.20% | Q1 2017 | Q4 2022 | 24 |
Valmark Advisers, Inc. | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.51% | 0.63% | 0.88% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 22 | 2 | 0.03% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 24 |
First National Bank of Mount Dora, Trust Investment Services | 24 | 24 | 0.36% | 0.63% | 1.32% | Q2 2013 | Q1 2019 | 24 |
Archford Capital Strategies, LLC | 24 | 24 | 0.11% | 0.22% | 0.35% | Q1 2014 | Q4 2019 | 24 |
LifePlan Financial Group, Inc | 16 | 8 | 0.05% | 0.15% | 0.25% | Q3 2013 | Q3 2020 | 24 |
QV Investors Inc. | 13 | 11 | 2.24% | 4.27% | 6.12% | Q2 2017 | Q2 2023 | 24 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
TAYLOR ASSET MANAGEMENT INC | 24 | 24 | 5.47% | 7.26% | 10.56% | Q2 2013 | Q1 2019 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 23 |
NICOLA WEALTH MANAGEMENT LTD. | 23 | 23 | 1.79% | 3.18% | 5.08% | Q1 2018 | Q3 2023 | 23 |
Jackson, Grant Investment Advisers, Inc. | 23 | 23 | 0.03% | 0.06% | 0.07% | Q4 2015 | Q2 2021 | 23 |
Johanson Financial Advisors, Inc. | 20 | 3 | 0.20% | 0.32% | 0.48% | Q1 2016 | Q4 2021 | 23 |
OneDigital Investment Advisors LLC | 18 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 23 |
Waratah Capital Advisors Ltd. | 6 | 2 | 0.04% | 0.37% | 1.54% | Q2 2013 | Q4 2022 | 23 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 15 | 8 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q1 2019 | 23 |
EXANE DERIVATIVES | 22 | 22 | 0.00% | 0.11% | 0.42% | Q4 2014 | Q1 2020 | 23 |
Doyle Wealth Management | 23 | 23 | 0.12% | 0.21% | 0.39% | Q1 2017 | Q3 2022 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.14% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Cornerstone Advisors, Inc. | 20 | 3 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q3 2020 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
Cypress Capital Group | 22 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 23 |
BANCED CORP | 23 | 23 | 0.31% | 0.54% | 0.72% | Q2 2013 | Q4 2018 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Biondo Investment Advisors, LLC | 23 | 23 | 0.63% | 0.91% | 1.09% | Q2 2013 | Q4 2018 | 23 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2019 | 23 |
TOMPKINS FINANCIAL CORP | 13 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.02% | 0.04% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.19% | 0.35% | 0.64% | Q4 2017 | Q3 2023 | 23 |
Cetera Advisors LLC | 21 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 22 |
AFT, FORSYTH & COMPANY, INC. | 11 | 2 | 0.13% | 0.25% | 0.40% | Q2 2013 | Q4 2022 | 22 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 1 | 0.00% | 0.33% | 1.69% | Q2 2013 | Q1 2022 | 22 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 18 | 4 | 0.04% | 0.07% | 0.08% | Q3 2016 | Q3 2023 | 22 |
NBT BANK N A /NY | 22 | 22 | 0.04% | 0.29% | 0.55% | Q2 2013 | Q3 2018 | 22 |
Anchor Investment Management, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 22 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 2 | 0.06% | 0.15% | 0.53% | Q2 2016 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.01% | 0.07% | 0.19% | Q3 2017 | Q3 2023 | 22 |
BDO Wealth Advisors, LLC | 14 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.02% | 0.05% | 0.12% | Q4 2016 | Q2 2022 | 22 |
SYNOVUS FINANCIAL CORP | 13 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 22 |
Weaver C. Barksdale & Associates, Inc. | 14 | 8 | 0.41% | 1.31% | 2.09% | Q3 2014 | Q3 2023 | 22 |
Quadrature Capital Ltd | 8 | 1 | 0.10% | 0.83% | 2.29% | Q4 2015 | Q3 2023 | 22 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 3 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 22 |
CITY HOLDING CO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2020 | 22 |
CORDA Investment Management, LLC. | 21 | 21 | 0.83% | 2.84% | 3.90% | Q1 2015 | Q1 2020 | 21 |
Creegan & Nassoura Financial Group, LLC | 16 | 5 | 1.19% | 1.37% | 1.59% | Q3 2015 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.05% | 0.07% | 0.08% | Q1 2017 | Q3 2023 | 21 |
North Star Investment Management Corp. | 12 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.11% | 0.20% | 0.35% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.28% | 0.52% | 0.67% | Q2 2013 | Q2 2018 | 21 |
SIG North Trading, ULC | 8 | 8 | 0.01% | 1.90% | 3.96% | Q4 2021 | Q3 2023 | 21 |
DSM CAPITAL PARTNERS LLC | 12 | 2 | 0.01% | 0.65% | 2.83% | Q3 2017 | Q3 2023 | 21 |
LINCOLN NATIONAL CORP | 13 | 8 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 21 |
Fiduciary Trust Co International of Pennsylvania | 12 | 9 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q1 2020 | 21 |
AMERICAN CENTURY COMPANIES INC | 21 | 21 | 0.00% | 0.04% | 0.13% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 19 | 2 | 0.06% | 0.11% | 0.14% | Q2 2018 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2019 | 21 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.01% | 1.10% | 3.64% | Q4 2019 | Q3 2023 | 21 |
LSV ASSET MANAGEMENT | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2019 | 21 |
Investors Research Corp | 19 | 1 | 0.06% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 20 |
180 WEALTH ADVISORS, LLC | 12 | 8 | 0.10% | 0.37% | 1.02% | Q4 2017 | Q3 2023 | 20 |
Cordasco Financial Network | 20 | 20 | 0.45% | 0.67% | 0.87% | Q4 2013 | Q3 2018 | 20 |
Verdence Capital Advisors LLC | 12 | 4 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.17% | 0.25% | 0.36% | Q2 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.06% | 0.25% | Q1 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Cascade Investment Advisors, Inc. | 19 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2023 | 20 |
Unigestion Holding SA | 15 | 5 | 0.01% | 0.72% | 1.86% | Q2 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.15% | 0.32% | 0.82% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q4 2021 | 20 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.09% | 0.37% | Q2 2014 | Q4 2021 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.17% | 0.80% | 1.52% | Q3 2017 | Q2 2022 | 20 |
Fieldpoint Private Securities, LLC | 12 | 1 | 0.01% | 0.24% | 0.61% | Q1 2017 | Q2 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.23% | 0.28% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.23% | 0.33% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 15 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.49% | 1.02% | 1.67% | Q4 2018 | Q3 2023 | 20 |
X-Square Capital, LLC | 11 | 9 | 0.13% | 0.19% | 0.30% | Q4 2017 | Q1 2023 | 20 |
Kavar Capital Partners, LLC | 20 | 20 | 0.36% | 0.87% | 1.13% | Q4 2015 | Q3 2020 | 20 |
NorthCoast Asset Management LLC | 7 | 1 | 0.01% | 0.22% | 1.65% | Q2 2013 | Q3 2021 | 20 |
Raub Brock Capital Management LP | 19 | 19 | 3.50% | 3.96% | 4.48% | Q2 2013 | Q4 2017 | 19 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.62% | 2.44% | Q2 2013 | Q4 2017 | 19 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
INVESTMENT PARTNERS, LTD. | 5 | 2 | 0.09% | 0.15% | 0.25% | Q2 2016 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 19 |
Kingsview Wealth Management, LLC | 19 | 19 | 0.02% | 0.14% | 0.38% | Q1 2017 | Q3 2021 | 19 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.22% | 1.59% | Q1 2015 | Q1 2023 | 19 |
Belpointe Asset Management LLC | 10 | 3 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Freedom Investment Management, Inc. | 15 | 4 | 0.02% | 0.08% | 0.27% | Q3 2016 | Q4 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CLEAR STREET MARKETS LLC | 6 | 2 | 0.00% | 0.09% | 1.04% | Q3 2013 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.10% | 0.32% | Q1 2015 | Q2 2023 | 19 |
MEANS INVESTMENT CO., INC. | 19 | 19 | 0.06% | 0.10% | 0.14% | Q1 2019 | Q3 2023 | 19 |
MU Investments Co., Ltd. | 19 | 19 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q4 2017 | 19 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 1.19% | 2.08% | Q3 2018 | Q3 2023 | 19 |
Assenagon Asset Management S.A. | 10 | 9 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 2 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2017 | 19 |
Nikko Asset Management Americas, Inc. | 19 | 19 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2017 | 19 |
Independent Advisor Alliance | 12 | 7 | 0.00% | 0.11% | 0.20% | Q4 2016 | Q3 2023 | 19 |
CALTON & ASSOCIATES, INC. | 18 | 1 | 0.04% | 0.08% | 0.15% | Q4 2017 | Q2 2023 | 19 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
CORTLAND ADVISERS LLC | 18 | 18 | 1.38% | 2.49% | 3.01% | Q2 2015 | Q3 2019 | 18 |
Costello Asset Management, INC | 14 | 4 | 0.28% | 0.47% | 0.94% | Q4 2018 | Q3 2023 | 18 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 6 | 0.27% | 0.46% | 0.56% | Q4 2013 | Q3 2018 | 18 |
Mn Services Vermogensbeheer B.V. | 15 | 1 | 0.41% | 0.61% | 0.87% | Q1 2016 | Q3 2021 | 18 |
ING GROEP NV | 9 | 1 | 0.00% | 0.18% | 1.82% | Q3 2013 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 3.16% | 4.37% | 5.03% | Q2 2013 | Q3 2017 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.76% | 0.89% | 1.02% | Q2 2019 | Q3 2023 | 18 |
Ledyard National Bank | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2018 | 18 |
SRS Capital Advisors, Inc. | 10 | 8 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 18 |
River Wealth Advisors LLC | 15 | 3 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 18 |
PREMIER ASSET MANAGEMENT LLC | 13 | 5 | 0.06% | 0.11% | 0.21% | Q4 2014 | Q1 2022 | 18 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 18 |
Copeland Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q2 2022 | 18 |
FIC CAPITAL INC | 18 | 18 | 0.66% | 0.84% | 1.09% | Q2 2013 | Q3 2017 | 18 |
Vigilant Capital Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2023 | 18 |
CenterStar Asset Management, LLC | 5 | 3 | 0.00% | 0.21% | 0.96% | Q4 2017 | Q4 2021 | 18 |
Corbenic Partners LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
BRIDGES INVESTMENT COUNSEL INC/ | 15 | 3 | 0.10% | 0.26% | 0.41% | Q2 2013 | Q4 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2014 | 18 |
ETRADE Capital Management LLC | 18 | 18 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q3 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2017 | 18 |
TAP Consulting, LLC | 16 | 1 | 0.11% | 0.16% | 0.31% | Q1 2019 | Q2 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q4 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.13% | 0.24% | 0.33% | Q2 2013 | Q2 2017 | 17 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 8 | 0.00% | 0.34% | 0.78% | Q4 2013 | Q1 2018 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q4 2016 | 17 |
Tetrem Capital Management Ltd. | 17 | 17 | 4.21% | 6.38% | 7.69% | Q2 2013 | Q2 2017 | 17 |
WEBSTER BANK, N. A. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
CENTAURUS FINANCIAL, INC. | 16 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 17 |
Forester Capital Management, LTD | 17 | 17 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q2 2017 | 17 |
Pacifica Partners Inc. | 17 | 17 | 1.72% | 2.13% | 2.49% | Q4 2019 | Q4 2023 | 17 |
Clearstead Advisors, LLC | 15 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 17 |
Thomas J. Herzfeld Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.14% | 0.41% | 0.71% | Q3 2019 | Q3 2023 | 17 |
MCKINLEY CAPITAL MANAGEMENT LLC | 8 | 4 | 0.01% | 0.80% | 1.19% | Q2 2014 | Q1 2020 | 17 |
PineBridge Investments, L.P. | 7 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q2 2017 | 17 |
Sound View Wealth Advisors Group, LLC | 14 | 3 | 0.03% | 0.09% | 0.25% | Q2 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q1 2022 | 17 |
BB&T SECURITIES, LLC | 17 | 17 | 0.01% | 0.07% | 0.12% | Q3 2015 | Q3 2019 | 17 |
KELLEHER FINANCIAL ADVISORS | 12 | 1 | 0.11% | 0.19% | 0.28% | Q3 2018 | Q3 2023 | 17 |
Wolff Financial Management LLC | 10 | 1 | 0.16% | 0.23% | 0.33% | Q4 2018 | Q3 2023 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.11% | 0.43% | 0.60% | Q1 2015 | Q1 2019 | 17 |
Marble Harbor Investment Counsel, LLC | 12 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 17 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.25% | 0.73% | Q3 2012 | Q2 2022 | 17 |
BANQUE PICTET & CIE SA | 13 | 2 | 0.00% | 0.13% | 0.22% | Q1 2016 | Q1 2022 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.26% | 0.39% | 0.77% | Q3 2019 | Q3 2023 | 17 |
CULLEN/FROST BANKERS, INC. | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.03% | 0.42% | Q1 2015 | Q2 2023 | 17 |
SG Americas Securities, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2023 | 17 |
Resource Management, LLC | 17 | 17 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q4 2021 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2023 | 17 |
Advisors Capital Management, LLC | 16 | 16 | 0.10% | 0.75% | 1.31% | Q4 2019 | Q3 2023 | 16 |
Avior Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Truvestments Capital LLC | 6 | 2 | 0.00% | 0.18% | 0.55% | Q2 2018 | Q4 2022 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Timber Hill LLC | 8 | 1 | 0.00% | 0.24% | 3.56% | Q2 2013 | Q2 2018 | 16 |
Advisory Alpha, LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2023 | 16 |
Quilter Plc | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Insight Folios Inc | 16 | 16 | 2.48% | 2.83% | 3.23% | Q4 2019 | Q3 2023 | 16 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.03% | 0.18% | Q4 2019 | Q3 2023 | 16 |
MACQUARIE GROUP LTD | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.20% | 0.35% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Value Partners Investments Inc. | 16 | 16 | 5.30% | 6.02% | 7.44% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.36% | 0.51% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Bath Savings Trust Co | 15 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Van Hulzen Asset Management, LLC | 16 | 16 | 0.44% | 0.94% | 1.86% | Q1 2016 | Q4 2019 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.04% | 0.15% | 0.32% | Q2 2013 | Q1 2017 | 16 |
WEDBUSH SECURITIES INC | 9 | 2 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q1 2022 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 10 | 1 | 0.01% | 0.08% | 0.25% | Q1 2014 | Q2 2019 | 16 |
Trust Co | 15 | 1 | 0.00% | 0.10% | 0.28% | Q1 2017 | Q3 2023 | 16 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 16 |
MEEDER ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 16 |
GMT CAPITAL CORP | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 16 |
C WorldWide Group Holding A/S | 10 | 6 | 0.00% | 0.03% | 0.04% | Q3 2014 | Q2 2019 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.10% | 0.13% | 0.16% | Q3 2015 | Q2 2019 | 16 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 16 |
AMERICAN ASSETS INC | 12 | 4 | 0.14% | 0.30% | 0.43% | Q1 2016 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Probity Advisors, Inc. | 8 | 2 | 0.07% | 0.15% | 0.19% | Q2 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 14 | 2 | 0.00% | 0.15% | 0.24% | Q4 2016 | Q3 2021 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.10% | 0.21% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Marshall Wace North America L.P. | 16 | 16 | 0.02% | 0.04% | 0.11% | Q4 2017 | Q3 2021 | 16 |
BOKF, NA | 11 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 15 |
CABOT WEALTH MANAGEMENT INC | 15 | 15 | 0.06% | 0.21% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q4 2019 | 15 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
SECURITY NATIONAL TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.03% | Q3 2011 | Q3 2015 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Sentry Investments Corp. | 14 | 1 | 0.21% | 0.50% | 0.74% | Q2 2013 | Q1 2018 | 15 |
ASPIRIANT, LLC | 8 | 7 | 0.02% | 0.07% | 0.12% | Q1 2016 | Q4 2019 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 15 |
Eastover Investment Advisors LLC | 15 | 15 | 2.46% | 2.99% | 3.39% | Q1 2020 | Q3 2023 | 15 |
Regal Investment Advisors LLC | 6 | 1 | 0.00% | 0.05% | 0.08% | Q2 2014 | Q4 2020 | 15 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 15 |
New England Research & Management, Inc. | 8 | 3 | 0.20% | 0.48% | 0.68% | Q2 2015 | Q1 2023 | 15 |
Capital Analysts, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 13 | 2 | 0.04% | 0.33% | 0.98% | Q4 2018 | Q3 2022 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Summit Global Investments | 12 | 3 | 0.02% | 0.13% | 0.41% | Q1 2019 | Q3 2023 | 15 |
Varma Mutual Pension Insurance Co | 6 | 4 | 0.03% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 15 |
Rossmore Private Capital | 12 | 1 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Cox Capital Mgt LLC | 15 | 15 | 0.69% | 1.31% | 2.18% | Q2 2018 | Q4 2021 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 8 | 7 | 0.03% | 0.15% | 0.36% | Q4 2018 | Q3 2022 | 15 |
Prestige Wealth Management Group LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Snowden Capital Advisors LLC | 12 | 1 | 0.00% | 0.06% | 0.12% | Q2 2016 | Q4 2021 | 15 |
WESTPAC BANKING CORP | 12 | 1 | 0.11% | 0.23% | 0.31% | Q1 2017 | Q1 2023 | 15 |
PAYDEN & RYGEL | 8 | 7 | 0.04% | 0.70% | 1.70% | Q3 2017 | Q1 2023 | 15 |
DEERE & CO | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 14 |
Virtu KCG Holdings LLC | 10 | 1 | 0.01% | 0.08% | 0.61% | Q3 2013 | Q2 2017 | 14 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 11 | 3 | 0.12% | 0.45% | 0.63% | Q3 2019 | Q3 2023 | 14 |
Tortoise Investment Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.04% | 0.08% | 0.18% | Q4 2017 | Q1 2021 | 14 |
Capital Bank & Trust Co | 12 | 2 | 0.00% | 0.13% | 0.24% | Q2 2017 | Q1 2021 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
ROPES WEALTH ADVISORS LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 14 |
10-15 ASSOCIATES, INC. | 14 | 14 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q3 2016 | 14 |
SIGNET FINANCIAL MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.16% | 0.18% | Q1 2017 | Q4 2021 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 14 |
Successful Portfolios LLC | 8 | 2 | 0.13% | 0.18% | 0.26% | Q4 2017 | Q4 2022 | 14 |
Gemmer Asset Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 14 |
MILLER HOWARD INVESTMENTS INC /NY | 14 | 14 | 0.55% | 1.46% | 2.10% | Q4 2015 | Q1 2019 | 14 |
Caprock Group, LLC | 12 | 1 | 0.02% | 0.13% | 0.30% | Q1 2016 | Q2 2021 | 14 |
Ancora Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
Pine River Capital Management L.P. | 13 | 1 | 0.00% | 0.16% | 0.78% | Q2 2013 | Q4 2016 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.09% | 0.10% | 0.13% | Q3 2014 | Q4 2017 | 14 |
MILES CAPITAL, INC. | 14 | 14 | 0.18% | 0.21% | 0.26% | Q3 2016 | Q4 2019 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.00% | 0.25% | 0.55% | Q4 2019 | Q1 2023 | 14 |
Smithfield Trust Co | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2019 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q4 2022 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q1 2019 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Sterling Investment Advisors, Ltd. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2020 | 14 |
MIROVA | 14 | 14 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q1 2022 | 14 |
Kassirer Asset Management Corp | 14 | 14 | 0.25% | 2.74% | 16.80% | Q1 2016 | Q2 2019 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.02% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 14 |
First National Bank of South Miami | 11 | 3 | 0.00% | 0.09% | 0.16% | Q4 2019 | Q2 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2019 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q2 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.39% | 1.25% | Q1 2017 | Q2 2023 | 14 |
Patten Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2018 | 14 |
Trexquant Investment LP | 7 | 1 | 0.01% | 0.13% | 0.35% | Q1 2015 | Q2 2022 | 14 |
Abbot Financial Management, Inc. | 11 | 2 | 0.10% | 0.24% | 0.28% | Q2 2017 | Q2 2021 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2021 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Moloney Securities Asset Management, LLC | 13 | 13 | 0.17% | 0.21% | 0.27% | Q4 2016 | Q4 2019 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.03% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Freedom Day Solutions, LLC | 10 | 3 | 0.10% | 0.75% | 1.29% | Q4 2017 | Q2 2022 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q2 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.27% | 0.36% | Q2 2017 | Q2 2020 | 13 |
Sky Investment Group LLC | 13 | 13 | 0.20% | 0.23% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Pictet North America Advisors SA | 13 | 13 | 0.67% | 1.19% | 1.76% | Q4 2016 | Q4 2019 | 13 |
MCF Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.58% | 0.74% | 0.83% | Q3 2020 | Q3 2023 | 13 |
Vident Investment Advisory, LLC | 12 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q1 2023 | 13 |
MARSHALL WACE, LLP | 13 | 13 | 0.01% | 0.09% | 0.24% | Q1 2020 | Q1 2023 | 13 |
Bruderman Asset Management, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
DT Investment Partners, LLC | 13 | 13 | 0.08% | 0.37% | 0.50% | Q3 2017 | Q3 2020 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
GREENLEAF TRUST | 10 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2019 | 13 |
Progressive Investment Management Corp | 13 | 13 | 0.28% | 0.91% | 3.37% | Q2 2013 | Q2 2016 | 13 |
IHT Wealth Management, LLC | 13 | 13 | 0.04% | 0.11% | 0.23% | Q4 2016 | Q4 2019 | 13 |
FINANCIAL COUNSELORS INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2021 | 13 |
Truehand, Inc | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Columbia Trust Co 01012016 | 12 | 1 | 0.13% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 13 |
Camarda Financial Advisors, LLC | 13 | 13 | 0.07% | 0.19% | 0.34% | Q3 2015 | Q3 2018 | 13 |
Firestone Capital Management | 10 | 3 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 13 |
OSSIAM | 8 | 5 | 0.01% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 13 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2022 | 13 |
RUSSELL FRANK CO/ | 12 | 12 | 0.34% | 0.42% | 0.51% | Q2 2013 | Q1 2016 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Capital Investment Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 12 |
CONTINENTAL ADVISORS LLC | 6 | 2 | 0.08% | 0.41% | 0.82% | Q1 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.14% | 0.18% | 0.24% | Q4 2016 | Q3 2019 | 12 |
RNC CAPITAL MANAGEMENT LLC | 12 | 12 | 0.04% | 0.11% | 0.13% | Q4 2016 | Q3 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
WESTPORT RESOURCES MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
WBH ADVISORY INC | 12 | 12 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q1 2016 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Mondrian Investment Partners LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bridgewater Associates | 12 | 12 | 0.10% | 0.29% | 0.56% | Q2 2017 | Q1 2020 | 12 |
CLEAR INVESTMENT RESEARCH, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Randolph Co Inc | 6 | 2 | 1.44% | 2.23% | 3.18% | Q2 2013 | Q4 2019 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 0.24% | 0.70% | 1.19% | Q4 2013 | Q3 2016 | 12 |
UMB Bank, n.a. | 8 | 4 | 0.03% | 0.11% | 0.29% | Q3 2013 | Q3 2023 | 12 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.08% | 0.23% | Q4 2016 | Q4 2020 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 5 | 3 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2022 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.12% | 0.15% | 0.22% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.20% | 0.26% | 0.35% | Q4 2016 | Q3 2019 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
Tacita Capital Inc | 12 | 12 | 1.94% | 2.23% | 2.63% | Q4 2020 | Q3 2023 | 12 |
Financial Management Professionals, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.07% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 1.30% | 2.36% | 3.24% | Q2 2013 | Q2 2016 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 2.64% | 2.84% | 3.36% | Q4 2020 | Q3 2023 | 12 |
Triasima Portfolio Management inc. | 12 | 12 | 3.08% | 6.58% | 8.42% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.11% | 0.13% | 0.18% | Q4 2016 | Q3 2019 | 12 |
Independent Portfolio Consultants, Inc. | 8 | 4 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q2 2017 | 12 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.92% | 2.20% | 2.60% | Q4 2020 | Q3 2023 | 12 |
HBK Sorce Advisory LLC | 9 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 12 |
PDT Partners, LLC | 7 | 5 | 0.02% | 0.10% | 0.27% | Q3 2013 | Q1 2018 | 12 |
Grace Capital | 12 | 12 | 0.16% | 1.31% | 1.95% | Q2 2013 | Q1 2016 | 12 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Hoxton Financial, Inc. | 10 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2016 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 1.54% | 1.69% | 1.80% | Q1 2021 | Q3 2023 | 11 |
Berman Capital Advisors, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 11 |
SAX WEALTH ADVISORS, LLC | 11 | 11 | 0.04% | 0.11% | 0.16% | Q4 2020 | Q2 2023 | 11 |
Rempart Asset Management Inc. | 11 | 11 | 3.79% | 4.27% | 4.62% | Q2 2021 | Q4 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.06% | 0.10% | 0.12% | Q4 2017 | Q2 2020 | 11 |
Sterling Financial Planning, Inc. | 11 | 11 | 0.12% | 0.19% | 0.24% | Q4 2020 | Q2 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.65% | 0.75% | 0.85% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
BELLEVUE ASSET MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
LMCG INVESTMENTS, LLC | 10 | 1 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q1 2022 | 11 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Daiwa SB Investments Ltd. | 7 | 4 | 1.38% | 1.78% | 2.67% | Q2 2014 | Q1 2017 | 11 |
St. Johns Investment Management Company, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2018 | 11 |
Qtron Investments LLC | 8 | 3 | 0.08% | 0.20% | 0.33% | Q3 2020 | Q3 2023 | 11 |
TRUE Private Wealth Advisors | 11 | 11 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q4 2020 | 11 |
ALLSTATE CORP | 11 | 11 | 0.61% | 1.03% | 1.49% | Q2 2013 | Q4 2015 | 11 |
SMITH ASSET MANAGEMENT GROUP LP | 11 | 11 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q3 2019 | 11 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 11 |
Crestwood Advisors Group, LLC | 10 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q1 2017 | 11 |
Hazelview Securities Inc. | 11 | 11 | 0.83% | 2.14% | 4.12% | Q1 2017 | Q3 2019 | 11 |
Greenwich Investment Management, Inc. | 11 | 11 | 0.52% | 2.26% | 2.88% | Q2 2014 | Q4 2016 | 11 |
ClearBridge Investments | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.02% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 11 |
ATWOOD & PALMER INC | 7 | 4 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.10% | 0.20% | Q1 2015 | Q4 2019 | 11 |
Ativo Capital Management LLC | 10 | 1 | 0.05% | 0.59% | 0.90% | Q1 2017 | Q1 2020 | 11 |
Avondale Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Altium Wealth Management LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Family Management Corp | 7 | 1 | 0.15% | 1.66% | 3.14% | Q2 2016 | Q4 2022 | 11 |
LAKE STREET PRIVATE WEALTH, LLC | 6 | 5 | 0.05% | 0.40% | 1.01% | Q1 2019 | Q3 2023 | 11 |
Nuveen Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
DUBUQUE BANK & TRUST CO | 7 | 1 | 0.00% | 0.00% | 0.04% | Q3 2015 | Q1 2019 | 11 |
Investment Management Corp of Ontario | 10 | 1 | 0.29% | 0.53% | 1.15% | Q4 2020 | Q3 2023 | 11 |
Gotham Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 11 |
PacWest Financial Management Inc | 11 | 11 | 0.08% | 0.20% | 0.24% | Q2 2013 | Q4 2015 | 11 |
Cooper Financial Group | 11 | 11 | 0.05% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Bell Bank | 11 | 11 | 0.16% | 0.48% | 0.69% | Q2 2013 | Q4 2015 | 11 |
Community Financial Services Group, LLC | 4 | 1 | 0.00% | 0.72% | 2.52% | Q2 2013 | Q4 2021 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2021 | 11 |
COLONY GROUP LLC | 9 | 2 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2022 | 11 |
STOCK YARDS BANK & TRUST CO | 9 | 1 | 0.01% | 1.00% | 1.76% | Q2 2013 | Q1 2022 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Graves Light Lenhart Wealth, Inc. | 7 | 4 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q2 2022 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.01% | 0.19% | 0.52% | Q2 2013 | Q4 2015 | 11 |
Stokes Family Office, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
TEACHERS ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.40% | 0.58% | 0.79% | Q2 2021 | Q3 2023 | 10 |
Gideon Capital Advisors, Inc. | 5 | 1 | 0.12% | 0.33% | 0.76% | Q2 2014 | Q4 2019 | 10 |
Bradley Mark J. | 10 | 10 | 0.23% | 0.84% | 1.26% | Q4 2020 | Q1 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Prudent Man Advisors, LLC | 6 | 4 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q3 2023 | 10 |
Intrua Financial, LLC | 6 | 4 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q1 2023 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 10 |
DELPHI MANAGEMENT INC /MA/ | 10 | 10 | 1.13% | 1.29% | 1.42% | Q1 2013 | Q2 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 10 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q4 2019 | 10 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q2 2020 | 10 |
BLACKROCK ADVISORS LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 10 |
Wedgewood Partners | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2022 | 10 |
Peloton Wealth Strategists | 10 | 10 | 0.69% | 1.34% | 3.03% | Q2 2013 | Q3 2015 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 9 | 1 | 0.05% | 0.37% | 0.87% | Q3 2019 | Q2 2022 | 10 |
NAVELLIER & ASSOCIATES INC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q3 2012 | Q4 2014 | 10 |
GRIFFIN ASSET MANAGEMENT, INC. | 10 | 10 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2015 | 10 |
Western Wealth Management, LLC | 8 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
FEDERATED HERMES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 10 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.03% | 0.18% | Q4 2013 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 10 |
Inlet Private Wealth, LLC | 7 | 3 | 0.10% | 0.26% | 0.46% | Q1 2019 | Q1 2023 | 10 |
BHF Kleinwort Benson Group S.A. | 8 | 2 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q4 2015 | 10 |
Yorktown Management & Research Co Inc | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.23% | 0.61% | Q2 2014 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.07% | 0.10% | 0.15% | Q4 2016 | Q1 2019 | 10 |
First Personal Financial Services | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 10 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 10 |
Hudock, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 10 |
Kovack Advisors, Inc. | 8 | 2 | 0.02% | 0.07% | 0.10% | Q1 2018 | Q2 2021 | 10 |
Chevy Chase Trust Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 10 |
D'Orazio & Associates, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2021 | 10 |
Amundi | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q1 2021 | 10 |
Bristol Gate Capital Partners Inc. | 10 | 10 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q4 2020 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.28% | 0.48% | 0.55% | Q1 2021 | Q3 2023 | 10 |
Clarius Group, LLC | 5 | 2 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 10 |
Achmea Investment Management B.V. | 6 | 1 | 0.00% | 0.30% | 0.46% | Q3 2020 | Q2 2023 | 10 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q2 2022 | 10 |
THOMASPARTNERS, INC. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 9 |
MARATHON ASSET MANAGEMENT LLP | 9 | 9 | 0.32% | 0.40% | 0.45% | Q3 2017 | Q3 2019 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 9 |
Ethic Inc. | 5 | 1 | 0.01% | 0.05% | 0.17% | Q4 2019 | Q3 2023 | 9 |
Taylor Hoffman Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 9 |
Blueshift Asset Management, LLC | 5 | 2 | 0.02% | 0.12% | 0.31% | Q4 2018 | Q2 2022 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q4 2022 | 9 |
ALGERT GLOBAL LLC | 5 | 1 | 0.02% | 0.10% | 0.23% | Q1 2014 | Q1 2023 | 9 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.06% | 0.57% | 1.47% | Q3 2014 | Q1 2023 | 9 |
Column Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q2 2015 | 9 |
ZEVIN ASSET MANAGEMENT LLC | 9 | 9 | 0.12% | 0.26% | 0.39% | Q4 2014 | Q4 2016 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 9 |
Pendal Group Ltd | 9 | 9 | 0.02% | 0.11% | 0.22% | Q4 2020 | Q4 2022 | 9 |
CARDEROCK CAPITAL MANAGEMENT INC | 9 | 9 | 0.66% | 1.30% | 1.71% | Q2 2013 | Q2 2015 | 9 |
Richard P Slaughter Associates Inc | 9 | 9 | 0.38% | 0.45% | 0.51% | Q1 2021 | Q1 2023 | 9 |
MGO ONE SEVEN LLC | 8 | 1 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 9 |
Watchman Group, Inc. | 9 | 9 | 1.34% | 1.50% | 1.65% | Q4 2019 | Q4 2021 | 9 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2018 | 9 |
Americana Partners, LLC | 9 | 9 | 0.03% | 0.07% | 0.15% | Q2 2021 | Q2 2023 | 9 |
Nuveen Fund Advisors, LLC | 9 | 9 | 0.05% | 0.13% | 0.30% | Q2 2016 | Q2 2018 | 9 |
Apriem Advisors | 9 | 9 | 0.84% | 0.92% | 1.08% | Q2 2013 | Q2 2015 | 9 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.10% | 0.39% | Q4 2016 | Q3 2023 | 9 |
CX Institutional | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 9 |
Balentine LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Pflug Koory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 1.50% | 1.70% | 1.86% | Q2 2013 | Q2 2015 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q4 2016 | 9 |
Enterprise Bank & Trust Co | 9 | 9 | 0.11% | 0.15% | 0.18% | Q2 2021 | Q2 2023 | 9 |
Busey Bank | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2022 | 9 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 9 |
Semper Trust Co. | 8 | 1 | 0.11% | 0.46% | 0.92% | Q3 2013 | Q4 2015 | 9 |
Surevest, LLC | 5 | 4 | 0.02% | 0.20% | 0.43% | Q4 2018 | Q3 2022 | 9 |
Empowered Funds, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q2 2023 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Zurich Insurance Group Ltd/FI | 8 | 1 | 0.02% | 0.07% | 0.18% | Q3 2017 | Q4 2019 | 9 |
Evanston Investments, Inc., dba Evanston Advisors | 9 | 9 | 1.91% | 2.00% | 2.15% | Q4 2016 | Q4 2018 | 9 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.10% | 0.13% | 0.17% | Q4 2018 | Q4 2020 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 9 | 9 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Royal Fund Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2019 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AMERICAN ASSET MANAGEMENT INC. | 5 | 1 | 0.00% | 0.12% | 0.19% | Q3 2014 | Q1 2019 | 8 |
PFG Private Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Aspire Private Capital, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.36% | 0.77% | Q2 2013 | Q1 2015 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Key FInancial Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q2 2023 | 8 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.12% | 0.27% | Q2 2018 | Q2 2023 | 8 |
SlateStone Wealth, LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Choate Investment Advisors | 7 | 1 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 8 |
JNBA Financial Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 8 |
TI-TRUST, INC | 8 | 8 | 0.53% | 0.59% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Monte Financial Group, LLC | 8 | 8 | 1.35% | 1.98% | 2.60% | Q4 2018 | Q3 2020 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 1.20% | 2.72% | 4.54% | Q4 2021 | Q3 2023 | 8 |
Vectors Research Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 8 |
M Holdings Securities, Inc. | 6 | 2 | 0.13% | 0.16% | 0.24% | Q1 2021 | Q2 2023 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 3.73% | 7.45% | 8.79% | Q2 2013 | Q1 2015 | 8 |
LGT Group Foundation | 8 | 8 | 0.01% | 0.09% | 0.25% | Q4 2021 | Q3 2023 | 8 |
ARGI Investment Services, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
First National Bank of Hutchinson | 8 | 8 | 0.18% | 0.23% | 0.29% | Q2 2013 | Q1 2015 | 8 |
CULLINAN ASSOCIATES INC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q4 2016 | 8 |
Birch Hill Investment Advisors LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2015 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
CNB Bank | 7 | 1 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.05% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
BANK OF HAWAII | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2021 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 0.25% | 1.28% | 2.20% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 7.38% | 7.65% | 7.99% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Addison Advisors LLC | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.48% | 0.57% | 0.64% | Q4 2021 | Q3 2023 | 8 |
DC Investments Management, LLC | 8 | 8 | 0.17% | 0.22% | 0.27% | Q2 2018 | Q1 2020 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.41% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.17% | 0.27% | 0.35% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Global X Management CO LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HighVista Strategies LLC | 8 | 8 | 0.11% | 0.13% | 0.18% | Q4 2013 | Q3 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Avalon Investment & Advisory | 7 | 1 | 0.01% | 0.32% | 0.45% | Q2 2018 | Q2 2022 | 8 |
Five Oceans Advisors | 8 | 8 | 0.19% | 0.25% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Artemis Investment Management LLP | 8 | 8 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q4 2022 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 0.14% | 0.18% | 0.20% | Q2 2013 | Q1 2015 | 8 |
EULAV Asset Management | 8 | 8 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.07% | 0.20% | Q4 2021 | Q3 2023 | 8 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.15% | 0.50% | Q2 2014 | Q3 2022 | 8 |
FULTON BANK, N.A. | 6 | 2 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q4 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAMG Solamere Management, LLC | 8 | 8 | 0.16% | 0.32% | 0.45% | Q4 2016 | Q3 2018 | 8 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q1 2020 | 7 |
VSR Financial Services, Inc. | 7 | 7 | 0.04% | 0.04% | 0.06% | Q4 2014 | Q2 2016 | 7 |
Frontier Wealth Management LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
KLINGENSTEIN FIELDS & CO LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Andra AP-fonden | 3 | 1 | 0.12% | 0.28% | 0.36% | Q1 2016 | Q2 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
FIRST INTERSTATE BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Numeric Investors LLC | 7 | 7 | 0.00% | 0.04% | 0.09% | Q2 2016 | Q4 2017 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.41% | 0.56% | 0.74% | Q3 2021 | Q1 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 7 |
JONES FINANCIAL COMPANIES LLLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Weather Gauge Advisory, LLC | 7 | 7 | 0.36% | 0.45% | 0.54% | Q1 2020 | Q3 2021 | 7 |
Brookfield Asset Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q4 2014 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.29% | 0.34% | 0.37% | Q2 2022 | Q4 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
Versor Investments LP | 5 | 2 | 0.03% | 0.06% | 0.15% | Q2 2018 | Q1 2023 | 7 |
MAI Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
COHEN & STEERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Lingohr Asset Management GmbH | 4 | 3 | 0.12% | 0.34% | 0.46% | Q2 2013 | Q2 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TOBAM | 7 | 7 | 0.03% | 0.14% | 0.21% | Q1 2022 | Q3 2023 | 7 |
CGOV Asset Management | 7 | 7 | 8.43% | 9.09% | 10.16% | Q3 2016 | Q1 2018 | 7 |
COOKSON PEIRCE & CO INC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q4 2022 | 7 |
TCG Advisors, LP | 7 | 7 | 0.50% | 0.56% | 0.63% | Q4 2018 | Q2 2020 | 7 |
Bayesian Capital Management, LP | 1 | 1 | 0.03% | 0.14% | 0.40% | Q2 2016 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Thornmark Asset Management Inc. | 7 | 7 | 2.09% | 3.09% | 5.88% | Q2 2013 | Q4 2014 | 7 |
Koss-Olinger Consulting, LLC | 7 | 7 | 0.05% | 0.11% | 0.18% | Q1 2021 | Q3 2022 | 7 |
BlackRock Group LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
FORA Capital, LLC | 2 | 1 | 0.07% | 0.19% | 0.43% | Q4 2019 | Q2 2022 | 7 |
COMERICA SECURITIES INC | 7 | 7 | 0.12% | 0.14% | 0.21% | Q2 2016 | Q4 2017 | 7 |
Summit X, LLC | 6 | 1 | 0.01% | 0.55% | 0.84% | Q3 2018 | Q3 2020 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.10% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Waverly Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 7 |
Y-Intercept (Hong Kong) Ltd | 4 | 3 | 0.06% | 0.15% | 0.38% | Q4 2020 | Q4 2022 | 7 |
Horizon Kinetics | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2018 | 7 |
PDS Planning, Inc | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.12% | 0.14% | 0.18% | Q3 2018 | Q1 2020 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Pallas Capital Advisors LLC | 4 | 3 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q1 2023 | 7 |
NIXON PEABODY TRUST CO | 7 | 7 | 0.39% | 0.46% | 0.52% | Q4 2015 | Q2 2017 | 7 |
ADVISORY RESEARCH INC | 5 | 1 | 0.00% | 0.35% | 0.79% | Q1 2014 | Q4 2019 | 7 |
Arbor Wealth Management, LLC | 4 | 3 | 0.01% | 0.28% | 0.55% | Q4 2015 | Q2 2019 | 7 |
AHL Partners LLP | 4 | 1 | 0.00% | 0.08% | 0.24% | Q3 2014 | Q4 2017 | 7 |
HHM Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Krilogy Financial LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 7 |
Northwest Capital Management Inc | 5 | 2 | 0.07% | 0.10% | 0.12% | Q2 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.12% | 0.25% | Q4 2019 | Q2 2021 | 7 |
ProVise Management Group, LLC | 7 | 7 | 0.12% | 0.17% | 0.22% | Q2 2013 | Q4 2014 | 7 |
WEST PACES ADVISORS INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
Banco de Sabadell, S.A | 4 | 1 | 0.15% | 0.24% | 0.31% | Q1 2018 | Q3 2020 | 7 |
TCWP LLC | 7 | 7 | 0.06% | 0.36% | 0.61% | Q4 2021 | Q2 2023 | 7 |
Stonehage Fleming (UK) Ltd | 6 | 1 | 0.18% | 0.20% | 0.24% | Q1 2014 | Q4 2015 | 7 |
Kalos Management, Inc. | 6 | 1 | 0.03% | 1.13% | 1.66% | Q1 2018 | Q1 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 6 | 1 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q1 2021 | 7 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.11% | 0.57% | Q2 2016 | Q3 2019 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.11% | 0.32% | Q1 2014 | Q1 2017 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.07% | 0.09% | Q1 2018 | Q4 2021 | 6 |
RAND WEALTH, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2014 | 6 |
COUNTRY TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2014 | 6 |
PRUDENTIAL FINANCIAL INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
SouthState Corp | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2022 | 6 |
ANDERSON HOAGLAND & CO | 6 | 6 | 0.27% | 0.29% | 0.30% | Q3 2013 | Q4 2014 | 6 |
Power Corp of Canada | 5 | 1 | 0.89% | 1.16% | 1.42% | Q1 2022 | Q3 2023 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 1 | 0.02% | 0.09% | 0.38% | Q2 2021 | Q4 2022 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
GABELLI FUNDS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
QCI ASSET MANAGEMENT INC/NY | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 6 |
Clean Yield Group | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Endurance Wealth Management, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2021 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2016 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2022 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2020 | 6 |
SevenBridge Financial Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Harbour Capital Advisors, LLC | 4 | 2 | 0.09% | 0.37% | 0.55% | Q2 2013 | Q2 2018 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.28% | 0.35% | 0.42% | Q2 2022 | Q3 2023 | 6 |
AustralianSuper Pty Ltd | 6 | 6 | 0.61% | 1.44% | 2.26% | Q3 2021 | Q4 2022 | 6 |
Capula Management Ltd | 2 | 2 | 0.08% | 0.24% | 0.45% | Q4 2020 | Q4 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Mitsubishi UFJ Asset Management Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2020 | 6 |
Caption Management, LLC | 4 | 2 | 0.01% | 0.04% | 0.05% | Q1 2020 | Q4 2022 | 6 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.14% | 0.21% | Q2 2021 | Q3 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2019 | 6 |
MHI Funds, LLC | 6 | 6 | 1.33% | 2.52% | 2.97% | Q4 2017 | Q1 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Sabal Trust CO | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2018 | 6 |
West Family Investments, Inc. | 5 | 1 | 0.09% | 0.11% | 0.14% | Q2 2021 | Q2 2023 | 6 |
Community Capital Management, LLC | 4 | 2 | 0.28% | 0.46% | 0.56% | Q2 2021 | Q1 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.08% | 0.13% | Q2 2018 | Q3 2019 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.02% | 0.05% | 0.11% | Q2 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Shulman DeMeo Asset Management LLC | 4 | 2 | 0.05% | 0.08% | 0.10% | Q1 2019 | Q1 2022 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.17% | 0.29% | 0.65% | Q1 2018 | Q1 2022 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.16% | 0.31% | Q2 2017 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q1 2021 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.02% | 0.10% | 0.32% | Q2 2013 | Q3 2014 | 6 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 6 |
RELIANCE TRUST CO OF DELAWARE | 4 | 2 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q1 2017 | 6 |
Winch Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 6 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2018 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Hoese & Co LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 6 | 6 | 0.31% | 0.35% | 0.37% | Q4 2020 | Q1 2022 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Penserra Capital Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.94% | 1.71% | 2.18% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bradley & Co. Private Wealth Management, LLC | 6 | 6 | 0.15% | 0.16% | 0.18% | Q1 2021 | Q2 2022 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
WEALTH EFFECTS LLC | 3 | 1 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 5 |
Farmers National Bank | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.05% | 0.06% | 0.09% | Q3 2019 | Q3 2020 | 5 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 5 |
VIKING GLOBAL INVESTORS LP | 5 | 5 | 0.44% | 2.09% | 3.52% | Q3 2017 | Q3 2018 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q4 2018 | 5 |
MUFG Securities EMEA plc | 3 | 1 | 0.70% | 2.08% | 6.03% | Q2 2019 | Q3 2023 | 5 |
Beaird Harris Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.10% | 0.83% | 3.54% | Q1 2017 | Q4 2018 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.54% | 0.59% | 0.66% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.29% | 0.37% | 0.49% | Q1 2015 | Q1 2016 | 5 |
Azimuth Capital Investment Management LLC | 5 | 5 | 0.19% | 0.35% | 0.42% | Q2 2022 | Q2 2023 | 5 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 1 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 5 |
Integer Wealth Advisors Group LLC | 3 | 2 | 0.13% | 0.22% | 0.31% | Q4 2019 | Q1 2021 | 5 |
Man Investments Ltd | 5 | 5 | 0.04% | 0.19% | 0.46% | Q2 2013 | Q2 2014 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Stratos Investment Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 5 |
CPWM, LLC | 5 | 5 | 0.06% | 0.13% | 0.16% | Q1 2018 | Q1 2019 | 5 |
Manchester Capital Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 2.61% | 8.96% | 15.09% | Q4 2020 | Q4 2021 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.10% | 0.19% | Q4 2019 | Q1 2023 | 5 |
GDS Wealth Management | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 5 |
Glenview Trust Co | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Klingman & Associates, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 5 |
Measured Wealth Private Client Group, LLC | 4 | 1 | 0.05% | 0.11% | 0.17% | Q3 2018 | Q2 2022 | 5 |
Proquility Private Wealth Partners, LLC | 5 | 5 | 0.18% | 0.27% | 0.32% | Q4 2021 | Q4 2022 | 5 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.00% | 0.18% | 0.54% | Q4 2020 | Q4 2022 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
NS Partners Ltd | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2016 | 5 |
Mosaic Advisors LLC | 5 | 5 | 0.31% | 0.36% | 0.40% | Q4 2020 | Q4 2021 | 5 |
Levy Wealth Management Group, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q1 2022 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 5 |
VERTEX ONE ASSET MANAGEMENT INC. | 5 | 5 | 0.07% | 0.14% | 0.26% | Q2 2013 | Q2 2014 | 5 |
Concert Wealth Management Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2014 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
WESTWOOD HOLDINGS GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Stockman Wealth Management, Inc. | 5 | 5 | 0.16% | 0.19% | 0.21% | Q1 2015 | Q1 2016 | 5 |
Legacy Capital Partners, Inc. | 4 | 1 | 0.09% | 0.10% | 0.13% | Q3 2018 | Q4 2019 | 5 |
Ferris Capital, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
WoodTrust Financial Corp | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Brookstone Capital Management | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 5 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q1 2020 | 5 |
CITY NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5 | 5 | 0.18% | 0.27% | 0.40% | Q1 2019 | Q1 2020 | 5 |
Csenge Advisory Group | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2017 | Q3 2018 | 5 |
National Pension Service | 4 | 1 | 0.43% | 0.49% | 0.57% | Q4 2016 | Q1 2020 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 5 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 5 |
BOURNE LENT ASSET MANAGEMENT INC | 5 | 5 | 0.10% | 0.11% | 0.11% | Q3 2017 | Q3 2018 | 5 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 5 |
FRED ALGER MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Natixis Investment Managers International | 3 | 1 | 0.00% | 0.03% | 0.11% | Q2 2014 | Q1 2022 | 5 |
First Allied Asset Management, Inc. | 5 | 5 | 0.74% | 0.84% | 0.95% | Q3 2013 | Q3 2014 | 5 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 5 |
First Affirmative Financial Network | 5 | 5 | 0.28% | 0.39% | 0.50% | Q4 2022 | Q4 2023 | 5 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Elite Wealth Management, Inc. | 4 | 1 | 0.00% | 0.02% | 0.12% | Q3 2012 | Q4 2013 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
Evolution Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 5 |
PITTENGER & ANDERSON INC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q4 2014 | 5 |
SWS Partners | 5 | 5 | 0.00% | 0.76% | 1.62% | Q4 2017 | Q4 2018 | 5 |
DAVIS SELECTED ADVISERS | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Bank of New Hampshire | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.06% | 0.19% | Q4 2016 | Q1 2018 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Sather Financial Group Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Teza Capital Management LLC | 3 | 1 | 0.20% | 0.29% | 0.38% | Q1 2018 | Q1 2019 | 4 |
LBP AM SA | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Long Wharf Investors, Inc. | 4 | 4 | 0.36% | 0.37% | 0.39% | Q3 2013 | Q2 2014 | 4 |
Bridgewater Advisors Inc. | 3 | 1 | 0.19% | 0.30% | 0.35% | Q4 2013 | Q3 2022 | 4 |
Nelson Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 4 |
LBA Wealth Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.08% | Q3 2014 | Q1 2017 | 4 |
PT ASSET MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.47% | 0.66% | Q4 2014 | Q1 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2015 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 4 |
KCS Wealth Advisory | 3 | 1 | 0.02% | 0.24% | 0.35% | Q4 2017 | Q3 2019 | 4 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.34% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Aureus Asset Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 4 |
Ninepoint Partners LP | 2 | 1 | 0.04% | 0.10% | 0.20% | Q1 2018 | Q3 2023 | 4 |
ASPIRIANT HOLDINGS S3, LLC | 4 | 4 | 0.40% | 0.42% | 0.43% | Q1 2015 | Q4 2015 | 4 |
WEST BANCORPORATION INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q3 2021 | Q2 2022 | 4 |
Elm Ridge Management, LLC | 4 | 4 | 1.90% | 2.07% | 2.31% | Q3 2013 | Q2 2014 | 4 |
CYPRESS ASSET MANAGEMENT INC/TX | 4 | 4 | 0.04% | 0.25% | 0.33% | Q1 2014 | Q4 2014 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 4 |
Hotaling Investment Management, LLC | 3 | 1 | 0.08% | 0.12% | 0.14% | Q2 2021 | Q2 2022 | 4 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 4 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.12% | 0.17% | Q4 2018 | Q2 2021 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.20% | 0.46% | 0.56% | Q2 2015 | Q1 2016 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q4 2017 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.84% | 1.38% | 1.68% | Q4 2022 | Q3 2023 | 4 |
EP Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.05% | 0.07% | 0.14% | Q2 2014 | Q3 2018 | 4 |
Heritage Way Advisors, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2017 | Q3 2018 | 4 |
MALTESE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.14% | 0.50% | 1.22% | Q2 2013 | Q4 2016 | 4 |
LUPO SECURITIES, LLC | 3 | 3 | 0.00% | 0.19% | 0.59% | Q4 2014 | Q2 2015 | 4 |
Arabesque Asset Management Ltd | 3 | 1 | 0.22% | 0.39% | 0.81% | Q2 2021 | Q4 2022 | 4 |
Financial Advisors, LLC | 4 | 4 | 0.19% | 0.23% | 0.33% | Q1 2020 | Q4 2020 | 4 |
ASCEND CAPITAL, LLC | 3 | 1 | 0.04% | 0.10% | 0.27% | Q1 2014 | Q2 2018 | 4 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.02% | 0.12% | 0.27% | Q1 2021 | Q3 2022 | 4 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q2 2017 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q4 2020 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 4 |
AMG National Trust Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.00% | 0.12% | 0.26% | Q1 2018 | Q2 2019 | 4 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.09% | 0.22% | Q1 2014 | Q3 2015 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 4 |
CVA Family Office, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2019 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
INVERNESS COUNSEL LLC /NY/ | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
BREMER TRUST NATIONAL ASSOCIATION | 3 | 1 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q4 2018 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.00% | 0.23% | 0.59% | Q3 2020 | Q2 2022 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
General Partner, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2021 | 4 |
CONNING INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q1 2023 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.72% | 0.80% | 0.92% | Q4 2018 | Q4 2019 | 4 |
Warther Private Wealth, LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q2 2021 | Q1 2022 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Neuberger Berman Canada ULC | 4 | 4 | 0.64% | 1.25% | 1.74% | Q3 2014 | Q2 2015 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Carmel Capital Partners, LLC | 4 | 4 | 0.14% | 0.19% | 0.27% | Q3 2022 | Q2 2023 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 1.61% | 1.65% | 1.75% | Q4 2022 | Q3 2023 | 4 |
Simmons Bank | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.10% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.12% | 0.29% | 0.42% | Q2 2013 | Q1 2014 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 1.43% | 1.48% | 1.58% | Q4 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.08% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Maven Securities LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Dominick & Dominick LLC | 2 | 2 | 0.22% | 0.35% | 0.69% | Q3 2013 | Q4 2014 | 4 |
Versant Capital Management, Inc | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.10% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.89% | 1.00% | 1.14% | Q4 2022 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2016 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.20% | 0.21% | 0.22% | Q4 2017 | Q4 2018 | 3 |
Utah Retirement Systems | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Clearstead Trust, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
First PREMIER Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Perpetual Ltd | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q2 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Fiduciary Group LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q3 2020 | 3 |
SYCOMORE ASSET MANAGEMENT | 3 | 3 | 4.16% | 4.68% | 5.28% | Q2 2019 | Q4 2019 | 3 |
LexAurum Advisors, LLC | 3 | 3 | 0.21% | 0.27% | 0.34% | Q4 2017 | Q2 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2019 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Modera Wealth Management, LLC | 2 | 1 | 0.26% | 0.35% | 0.48% | Q4 2013 | Q3 2023 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.16% | 0.24% | 0.36% | Q1 2022 | Q2 2023 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 1.20% | 1.80% | Q3 2016 | Q2 2023 | 3 |
J. L. Bainbridge & Co., Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
SPROTT INC. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2017 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2010 | Q4 2021 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
Brookmont Capital Management | 3 | 3 | 1.19% | 1.20% | 1.21% | Q4 2014 | Q2 2015 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 3 |
DUNCKER STREETT & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
KOCH INDUSTRIES INC | 2 | 1 | 0.06% | 0.10% | 0.18% | Q1 2017 | Q1 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.88% | 0.94% | 1.00% | Q2 2013 | Q4 2013 | 3 |
MIDDLETON & CO INC/MA | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
MQS Management LLC | 2 | 1 | 0.21% | 0.31% | 0.38% | Q4 2021 | Q1 2023 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.07% | 0.12% | 0.16% | Q2 2013 | Q2 2015 | 3 |
ACG Wealth | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q2 2021 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2017 | 3 |
Pacific Wealth Strategies Group, Inc. | 3 | 3 | 0.38% | 0.60% | 0.95% | Q1 2023 | Q3 2023 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital International, Inc./CA/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Frisch Financial Group, Inc. | 2 | 1 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 3 |
VNBTrust, National Association | 3 | 3 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q4 2013 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
PEOPLES FINANCIAL SERVICES CORP. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.12% | 0.50% | 0.72% | Q3 2013 | Q3 2014 | 3 |
BOSTON ADVISORS LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Pembroke Management, LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
BRAUN STACEY ASSOCIATES INC | 3 | 3 | 0.76% | 0.80% | 0.85% | Q3 2016 | Q1 2017 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.11% | 0.31% | 0.68% | Q2 2020 | Q4 2021 | 3 |
ROCKLAND TRUST CO | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 1 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q4 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.15% | 0.28% | 0.39% | Q2 2013 | Q4 2013 | 3 |
WASATCH ADVISORS LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ADVANCE CAPITAL I INC | 3 | 3 | 0.50% | 0.55% | 0.58% | Q2 2013 | Q4 2013 | 3 |
PYA Waltman Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Canoe Financial LP | 3 | 3 | 1.38% | 2.38% | 3.38% | Q1 2023 | Q3 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Cerebellum GP, LLC | 2 | 1 | 0.00% | 0.11% | 0.24% | Q4 2018 | Q4 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 3 |
TOWER TRUST Co | 2 | 1 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q1 2014 | 3 |
1776 Wealth LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
IMPAX ASSET MANAGEMENT LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
MONETARY MANAGEMENT GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 6.96% | 7.16% | 7.50% | Q2 2013 | Q4 2013 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
XTX Topco Ltd | 3 | 3 | 0.11% | 0.14% | 0.19% | Q2 2022 | Q4 2022 | 3 |
CIM INVESTMENT MANAGEMENT INC | 2 | 1 | 0.10% | 0.12% | 0.17% | Q1 2014 | Q2 2017 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.15% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 3 | 3 | 0.01% | 0.04% | 0.10% | Q3 2022 | Q1 2023 | 3 |
Lokken Investment Group LLC | 2 | 1 | 0.16% | 0.16% | 0.17% | Q2 2021 | Q1 2022 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.40% | 0.41% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Algebris Investments (UK) LLP | 1 | 1 | 0.30% | 0.65% | 0.91% | Q3 2013 | Q2 2015 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Kingfisher Capital LLC | 3 | 3 | 0.73% | 0.78% | 0.81% | Q4 2014 | Q2 2015 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Connectus Wealth, LLC | 2 | 1 | 0.01% | 0.10% | 0.14% | Q4 2021 | Q1 2023 | 3 |
New Hampshire Trust | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.22% | 0.30% | 0.42% | Q1 2016 | Q3 2016 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CenterBook Partners LP | 3 | 3 | 0.07% | 0.20% | 0.28% | Q1 2023 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Corient Capital Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Shamrock Asset Management LLC | 3 | 3 | 0.30% | 0.31% | 0.32% | Q4 2014 | Q2 2015 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q2 2023 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.15% | 0.36% | 0.51% | Q4 2017 | Q2 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 3 |
City Financial Investment Co Ltd | 2 | 2 | 0.04% | 0.40% | 0.75% | Q2 2018 | Q3 2018 | 3 |
Wellesley Investment Partners, LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q3 2020 | 3 |
E&G Advisors, LP | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2017 | Q3 2017 | 3 |
CWA Asset Management Group, LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2016 | Q3 2018 | 3 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Cowen Investment Management LLC | 1 | 1 | 0.65% | 8.86% | 17.07% | Q3 2019 | Q3 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.51% | 0.53% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 2 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.48% | 0.49% | 0.50% | Q4 2015 | Q1 2016 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Sciencast Management LP | 1 | 1 | 0.19% | 0.58% | 0.98% | Q1 2018 | Q1 2023 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
FIELDPOINT PRIVATE ADVISORS, INC | 2 | 2 | 0.51% | 1.35% | 2.19% | Q4 2016 | Q1 2017 | 2 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.30% | 0.34% | 0.38% | Q4 2018 | Q1 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
WILMINGTON TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Handelsbanken Fonder AB | 2 | 2 | 0.02% | 0.09% | 0.16% | Q4 2015 | Q1 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HAMEL ASSOCIATES, INC. | 2 | 2 | 1.19% | 1.20% | 1.21% | Q2 2023 | Q3 2023 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.41% | 0.52% | 0.63% | Q2 2021 | Q3 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Veritable, L.P. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2012 | Q1 2013 | 2 |
Walter Public Investments Inc. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Anson Funds Management LP | 1 | 1 | 0.19% | 0.30% | 0.41% | Q3 2021 | Q2 2023 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 3.58% | 3.66% | 3.75% | Q2 2023 | Q3 2023 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.27% | 0.27% | 0.28% | Q4 2013 | Q3 2014 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2020 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2016 | Q3 2016 | 2 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.46% | 0.63% | 0.80% | Q4 2009 | Q2 2014 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2016 | Q1 2017 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 9.29% | 9.68% | 10.07% | Q2 2013 | Q3 2013 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Paragon Private Wealth Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q3 2021 | Q4 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Baker Ellis Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
IMS Capital Management | 2 | 2 | 0.36% | 0.40% | 0.43% | Q1 2015 | Q2 2015 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.24% | Q4 2020 | Q2 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.12% | 0.23% | Q3 2015 | Q1 2017 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.18% | 0.21% | 0.25% | Q1 2022 | Q2 2022 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q2 2018 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 2 |
Signition LP | 2 | 2 | 0.43% | 0.44% | 0.45% | Q1 2019 | Q2 2019 | 2 |
BetterWealth, LLC | 2 | 2 | 0.16% | 0.24% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.27% | 0.32% | 0.38% | Q4 2018 | Q1 2022 | 2 |
Merit Investment Management, LLC | 1 | 1 | 0.34% | 2.42% | 4.51% | Q2 2013 | Q4 2013 | 2 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
Cravens & Co Advisors, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Williams Financial, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.66% | 0.67% | 0.68% | Q1 2018 | Q2 2019 | 2 |
Estabrook Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Baader Bank Aktiengesellschaft | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.14% | 0.29% | 0.44% | Q4 2022 | Q1 2023 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q1 2016 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Domani Wealth, LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.18% | 0.20% | 0.21% | Q1 2019 | Q3 2019 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.05% | 0.40% | 0.74% | Q4 2014 | Q2 2015 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.00% | 1.68% | 3.36% | Q1 2023 | Q2 2023 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.44% | 0.47% | 0.50% | Q1 2019 | Q2 2019 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
SENTINEL ASSET MANAGEMENT, INC. | 2 | 2 | 0.47% | 0.49% | 0.51% | Q2 2013 | Q3 2013 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.47% | 0.48% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.25% | 0.29% | 0.32% | Q2 2021 | Q1 2023 | 2 |
BLB&B Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
Berkeley Capital Partners, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2015 | Q1 2016 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.46% | 0.90% | Q2 2014 | Q3 2017 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Bank of Marin | 2 | 2 | 0.43% | 0.44% | 0.45% | Q4 2019 | Q1 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lipe & Dalton | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
HALL CAPITAL MANAGEMENT CO INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Northeast Financial Consultants Inc | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2018 | Q1 2019 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.06% | 0.12% | 0.18% | Q2 2021 | Q4 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2020 | 2 |
Cordatus Wealth Management LLC | 1 | 1 | 0.19% | 0.25% | 0.30% | Q1 2022 | Q2 2023 | 2 |
HWG Holdings LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Mechanics Bank Trust Department | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
OSTRUM ASSET MANAGEMENT | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Chanos & Co LP | 2 | 2 | 2.20% | 2.38% | 2.57% | Q3 2014 | Q4 2014 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
ACCIDENT COMPENSATION CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Day & Ennis, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Wilmington Trust, National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Kames Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2017 | Q2 2017 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q3 2021 | 1 |
Blue Fin Capital, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LMR Partners LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 4.32% | 4.32% | 4.32% | Q2 2018 | Q2 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2015 | Q4 2015 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
BTC Capital Management, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2014 | Q3 2014 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2013 | Q2 2013 | 1 |
Argent Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
SG3 Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2018 | Q4 2018 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2014 | Q2 2014 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Nair Vinay | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tech Square Trading LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2019 | Q1 2019 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2013 | Q3 2013 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 6.66% | 6.66% | 6.66% | Q3 2020 | Q3 2020 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kohmann Bosshard Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2015 | Q2 2015 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Algebris (UK) Ltd | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2019 | Q2 2019 | 1 |
CLEAR STREET LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2022 | Q4 2022 | 1 |
Noked Capital LTD | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2019 | Q1 2019 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Scott & Selber, Inc. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2013 | Q3 2013 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
NKCFO LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Galibier Capital Management Ltd. | 1 | 1 | 6.22% | 6.22% | 6.22% | Q3 2023 | Q3 2023 | 1 |
Shaolin Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Noked Israel Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2019 | Q1 2019 | 1 |
SEEYOND | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Euro Pacific Asset Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
BCS Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
WRAPMANAGER INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Nationwide Asset Management LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q2 2021 | Q2 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2023 | Q2 2023 | 1 |
First Pacific Financial | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
State of Wyoming | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Jump Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2023 | Q3 2023 | 1 |
Astrantus Ltd | 1 | 1 | 0.79% | 0.79% | 0.79% | Q1 2022 | Q1 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Goepper Burkhardt LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2023 | Q2 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 6.77% | 6.77% | 6.77% | Q1 2023 | Q1 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2022 | Q1 2022 | 1 |
Gordian Capital Singapore Pte Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laurus Investment Counsel Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Perfromance Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WorthPointe, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
EHP Funds Inc. | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2022 | Q1 2022 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Citizens Business Bank | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2012 | Q4 2012 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Breakwater Capital Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SECOND CURVE CAPITAL LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2015 | Q1 2015 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KING INVESTMENT ADVISORS INC/TX | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
THOMAS WHITE INTERNATIONAL LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FORBES J M & CO LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2016 | Q4 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2013 | Q1 2013 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
ParenteBeard Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 5.78% | 5.78% | 5.78% | Q2 2013 | Q2 2013 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own TORONTO DOMINION BK ONT or have owned TORONTO DOMINION BK ONT in the past.