Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 121 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 106 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 105 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 102 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 96 |
Citadel Advisors | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 86 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.10% | Q4 2015 | Q3 2023 | 84 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.17% | Q4 2014 | Q3 2023 | 77 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 67 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 66 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.06% | Q1 2009 | Q3 2023 | 59 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 57 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 56 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.03% | 0.12% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 22 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 47 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 46 |
Mirae Asset Global Investments Co., Ltd. | 41 | 3 | 0.00% | 0.06% | 0.16% | Q4 2011 | Q3 2023 | 44 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.09% | 0.48% | Q2 2013 | Q1 2017 | 44 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q4 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 0.41% | 0.69% | 1.15% | Q2 2013 | Q4 2023 | 43 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 43 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.24% | 0.58% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.20% | 0.51% | 1.08% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Willis Investment Counsel | 42 | 42 | 0.24% | 0.70% | 1.62% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Argyle Capital Management Inc. | 42 | 42 | 0.16% | 0.29% | 0.51% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Violich Capital Management, Inc. | 42 | 42 | 0.04% | 0.59% | 1.47% | Q2 2013 | Q3 2023 | 42 |
FOSTER & MOTLEY INC | 42 | 42 | 0.15% | 0.85% | 2.00% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 42 | 42 | 0.10% | 0.21% | 0.47% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.09% | 0.23% | 0.35% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MCKINLEY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Cullen Capital Management, LLC | 42 | 42 | 0.12% | 0.32% | 0.79% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 0.04% | 0.24% | 0.43% | Q2 2013 | Q3 2023 | 42 |
MILLER HOWARD INVESTMENTS INC /NY | 42 | 42 | 0.01% | 1.06% | 2.32% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.02% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Ipswich Investment Management Co., Inc. | 42 | 42 | 0.30% | 0.81% | 2.28% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.07% | 1.04% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HEADINVEST, LLC | 42 | 42 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.29% | 0.50% | 0.76% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.01% | 0.35% | 1.01% | Q2 2013 | Q3 2023 | 42 |
LYNCH & ASSOCIATES/IN | 42 | 42 | 0.15% | 0.37% | 0.60% | Q3 2013 | Q4 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.02% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 42 |
LINCLUDEN MANAGEMENT LTD | 42 | 42 | 0.01% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Aristotle Capital Management, LLC | 42 | 42 | 0.05% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.10% | 0.31% | 0.70% | Q2 2013 | Q3 2023 | 42 |
TODD ASSET MANAGEMENT LLC | 42 | 42 | 0.03% | 1.30% | 2.39% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.09% | 0.30% | 0.82% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.03% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 0.38% | 0.92% | 2.04% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 0.35% | 0.51% | 0.69% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.48% | 1.64% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.23% | 0.55% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.17% | 0.79% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.03% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 34 | 7 | 0.00% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 41 |
Lesa Sroufe & Co | 36 | 5 | 1.49% | 2.63% | 4.02% | Q2 2013 | Q3 2023 | 41 |
Laird Norton Wetherby Wealth Management, LLC | 31 | 10 | 0.05% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 41 |
JARISLOWSKY, FRASER Ltd | 29 | 12 | 0.03% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 30 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
SIGNATUREFD, LLC | 27 | 14 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.04% | 0.51% | 1.50% | Q2 2013 | Q3 2023 | 41 |
KEYBANK NATIONAL ASSOCIATION/OH | 29 | 12 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 41 |
SG Americas Securities, LLC | 41 | 41 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q2 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 39 | 2 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 41 |
BRANDES INVESTMENT PARTNERS, LP | 26 | 6 | 0.00% | 0.65% | 1.98% | Q4 2012 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 41 | 41 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 41 |
PINNACLE ASSOCIATES LTD | 30 | 11 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 41 |
AMERICAN CENTURY COMPANIES INC | 27 | 14 | 0.03% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Rehmann Capital Advisory Group | 23 | 1 | 0.02% | 0.10% | 0.41% | Q4 2008 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 30 | 11 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 32 | 9 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 38 | 3 | 0.00% | 0.23% | 0.85% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 32 | 9 | 0.02% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 41 |
GUARDIAN CAPITAL ADVISORS LP | 41 | 41 | 0.05% | 0.54% | 0.89% | Q3 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO OF NEVADA INC | 32 | 9 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Epoch Investment Partners, Inc. | 39 | 2 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 41 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 31 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.25% | 0.56% | 0.90% | Q2 2013 | Q1 2023 | 40 |
Moors & Cabot, Inc. | 38 | 38 | 0.00% | 0.22% | 0.49% | Q2 2014 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2023 | 40 |
DAVENPORT & Co LLC | 34 | 3 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Nikko Asset Management Americas, Inc. | 34 | 6 | 0.04% | 1.42% | 3.75% | Q2 2013 | Q3 2023 | 40 |
JONES FINANCIAL COMPANIES LLLP | 38 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Buckingham Capital Management, Inc. | 26 | 2 | 0.11% | 0.31% | 0.54% | Q2 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.05% | 0.13% | 0.37% | Q4 2013 | Q3 2023 | 40 |
Cetera Advisors LLC | 25 | 1 | 0.00% | 0.09% | 0.39% | Q2 2013 | Q3 2023 | 40 |
Cetera Advisor Networks LLC | 21 | 2 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.02% | 1.02% | 1.62% | Q2 2013 | Q1 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 1 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 40 |
Focused Wealth Management, Inc | 21 | 19 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 40 |
OPPENHEIMER & CO INC | 28 | 5 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 39 |
WILEN INVESTMENT MANAGEMENT CORP. | 39 | 39 | 0.19% | 0.56% | 0.87% | Q1 2013 | Q3 2022 | 39 |
BENNICAS & ASSOCIATES, INC. | 39 | 39 | 0.90% | 1.19% | 1.84% | Q2 2013 | Q4 2022 | 39 |
CREDIT SUISSE AG/ | 25 | 1 | 0.00% | 0.02% | 0.12% | Q1 2013 | Q1 2023 | 39 |
CIBC WORLD MARKET INC. | 23 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 39 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 39 |
OLD NATIONAL BANCORP /IN/ | 17 | 2 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 39 |
AlphaMark Advisors, LLC | 36 | 3 | 0.01% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 39 |
GLENMEDE TRUST CO NA | 21 | 18 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 39 |
TCI Wealth Advisors, Inc. | 34 | 4 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.01% | 0.15% | Q1 2014 | Q3 2023 | 38 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2022 | 38 |
ASSETMARK, INC | 38 | 38 | 0.00% | 0.07% | 0.22% | Q2 2014 | Q3 2023 | 38 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
CIBC Asset Management Inc | 30 | 8 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 38 |
FDx Advisors, Inc. | 25 | 6 | 0.02% | 0.09% | 0.24% | Q4 2013 | Q3 2023 | 38 |
Private Advisor Group, LLC | 18 | 10 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 38 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 18 | 0.00% | 0.27% | 0.98% | Q2 2013 | Q3 2023 | 38 |
Gradient Investments LLC | 28 | 10 | 0.00% | 0.03% | 0.14% | Q3 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.01% | 0.03% | 0.23% | Q2 2013 | Q3 2022 | 38 |
Cambridge Investment Research Advisors, Inc. | 26 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 38 |
PEAK6 Group LLC | 16 | 16 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2017 | 37 |
GABELLI FUNDS LLC | 15 | 2 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 37 |
GARLAND CAPITAL MANAGEMENT INC | 17 | 1 | 1.51% | 2.03% | 2.89% | Q2 2013 | Q3 2023 | 37 |
BROWN BROTHERS HARRIMAN & CO | 18 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 37 |
LOWE BROCKENBROUGH & CO INC | 28 | 9 | 0.06% | 0.44% | 0.84% | Q3 2013 | Q3 2023 | 37 |
Gilman Hill Asset Management, LLC | 35 | 2 | 0.17% | 0.48% | 0.89% | Q2 2014 | Q3 2023 | 37 |
BANK OF HAWAII | 37 | 37 | 0.02% | 0.27% | 0.87% | Q2 2013 | Q2 2022 | 37 |
INTRUST BANK NA | 17 | 9 | 0.03% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 37 |
GUARDIAN CAPITAL LP | 24 | 12 | 0.05% | 0.24% | 0.86% | Q3 2013 | Q3 2023 | 36 |
Barry Investment Advisors, LLC | 36 | 36 | 0.00% | 2.04% | 3.42% | Q4 2014 | Q3 2023 | 36 |
Johnson Financial Group, Inc. | 30 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 36 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 23 | 1 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 36 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 19 | 17 | 0.00% | 0.40% | 0.86% | Q2 2013 | Q1 2023 | 36 |
Veritable, L.P. | 32 | 2 | 0.00% | 0.04% | 0.09% | Q4 2012 | Q2 2023 | 36 |
LAZARD ASSET MANAGEMENT LLC | 27 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
EATON VANCE MANAGEMENT | 22 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Sigma Planning Corp | 23 | 12 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 35 |
PARK CIRCLE Co | 25 | 10 | 0.34% | 2.13% | 4.32% | Q1 2014 | Q3 2023 | 35 |
HighTower Advisors, LLC | 16 | 5 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
CoreCommodity Management, LLC | 14 | 2 | 0.11% | 0.60% | 2.61% | Q1 2014 | Q3 2023 | 34 |
ZWJ INVESTMENT COUNSEL INC | 21 | 1 | 0.18% | 1.00% | 1.68% | Q3 2013 | Q1 2023 | 34 |
KNOTT DAVID M | 34 | 34 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2021 | 34 |
HENNESSY ADVISORS INC | 27 | 7 | 0.07% | 0.24% | 0.48% | Q2 2013 | Q3 2023 | 34 |
Pacer Advisors, Inc. | 15 | 1 | 0.03% | 0.24% | 1.54% | Q4 2013 | Q3 2023 | 34 |
Community Financial Services Group, LLC | 32 | 2 | 0.05% | 0.69% | 0.94% | Q2 2013 | Q4 2021 | 34 |
Tweedy, Browne Co LLC | 17 | 7 | 0.22% | 0.45% | 0.62% | Q2 2013 | Q3 2022 | 34 |
B. Riley Wealth Advisors, Inc. | 18 | 2 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 34 |
Parkwood LLC | 26 | 1 | 0.06% | 0.84% | 2.72% | Q2 2014 | Q3 2023 | 34 |
STATE STREET CORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
WEATHERLY ASSET MANAGEMENT L. P. | 34 | 34 | 0.19% | 0.47% | 0.79% | Q2 2015 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 18 | 2 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2021 | 34 |
JUNCTURE WEALTH STRATEGIES, LLC | 20 | 12 | 0.01% | 0.29% | 0.88% | Q4 2014 | Q4 2023 | 34 |
REGENTATLANTIC CAPITAL LLC | 34 | 34 | 0.01% | 0.31% | 0.80% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.07% | 0.19% | Q2 2015 | Q3 2023 | 34 |
GREENLEAF TRUST | 29 | 2 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 33 |
CASTLEARK MANAGEMENT LLC | 33 | 33 | 0.01% | 0.16% | 0.39% | Q2 2013 | Q2 2021 | 33 |
Dorsey & Whitney Trust CO LLC | 17 | 3 | 0.03% | 0.06% | 0.09% | Q4 2013 | Q2 2023 | 33 |
JOHNSON INVESTMENT COUNSEL INC | 24 | 4 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 33 |
Atria Investments, Inc | 18 | 1 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q3 2023 | 33 |
HOWE & RUSLING INC | 28 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 33 |
SALEM INVESTMENT COUNSELORS INC | 23 | 4 | 0.02% | 0.21% | 0.48% | Q2 2013 | Q3 2023 | 33 |
Community Bank, N.A. | 30 | 3 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q1 2023 | 33 |
FRED ALGER MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.03% | 0.30% | Q3 2015 | Q3 2023 | 33 |
COMMERCE BANK | 26 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 32 |
SVB WEALTH LLC | 26 | 6 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 32 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 32 | 32 | 0.57% | 0.85% | 1.32% | Q2 2013 | Q1 2021 | 32 |
DELTA ASSET MANAGEMENT LLC/TN | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 32 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.75% | 1.67% | 3.52% | Q4 2015 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2023 | 32 |
FULTON BANK, N.A. | 13 | 9 | 0.03% | 0.19% | 0.48% | Q2 2013 | Q4 2023 | 32 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 32 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.07% | 0.83% | 2.05% | Q4 2015 | Q2 2023 | 31 |
KINGS POINT CAPITAL MANAGEMENT | 21 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 31 |
ADVISOR PARTNERS LLC | 20 | 11 | 0.04% | 0.12% | 0.29% | Q2 2013 | Q2 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.07% | 0.18% | 0.37% | Q2 2013 | Q4 2020 | 31 |
FIRST TRUST ADVISORS LP | 30 | 1 | 0.00% | 0.07% | 0.18% | Q2 2013 | Q1 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2023 | 31 |
JFS WEALTH ADVISORS, LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Carroll Financial Associates, Inc. | 29 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 31 |
D L CARLSON INVESTMENT GROUP INC | 31 | 31 | 0.10% | 0.81% | 1.18% | Q2 2013 | Q4 2020 | 31 |
PALLADIUM PARTNERS LLC | 27 | 4 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q1 2022 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Capital Analysts, LLC | 26 | 2 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 31 |
Avalon Investment & Advisory | 31 | 31 | 0.01% | 0.09% | 0.30% | Q3 2015 | Q1 2023 | 31 |
MOTCO | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
EVERGREEN CAPITAL MANAGEMENT LLC | 31 | 31 | 0.08% | 0.82% | 2.28% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.06% | 0.68% | Q1 2014 | Q3 2023 | 31 |
Sheaff Brock Investment Advisors, LLC | 30 | 30 | 0.02% | 0.08% | 0.29% | Q4 2015 | Q1 2023 | 30 |
AMG National Trust Bank | 13 | 7 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q4 2021 | 30 |
FRG Family Wealth Advisors LLC | 29 | 1 | 0.04% | 0.28% | 0.69% | Q4 2015 | Q3 2023 | 30 |
Capital World Investors | 23 | 7 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 30 |
Kistler-Tiffany Companies, LLC | 30 | 30 | 0.00% | 0.11% | 0.36% | Q2 2013 | Q3 2020 | 30 |
CI INVESTMENTS INC. | 17 | 13 | 0.01% | 0.38% | 2.00% | Q2 2013 | Q3 2023 | 30 |
Saturna Capital CORP | 27 | 3 | 0.01% | 0.23% | 0.80% | Q2 2013 | Q4 2022 | 30 |
Kemper Corp Master Retirement Trust | 30 | 30 | 0.00% | 1.02% | 1.66% | Q2 2013 | Q3 2020 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q3 2020 | 30 |
Allianz Asset Management GmbH | 20 | 4 | 0.01% | 0.30% | 0.92% | Q2 2013 | Q1 2022 | 30 |
SCOTIA CAPITAL INC. | 28 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 30 |
Ledyard National Bank | 28 | 2 | 0.00% | 0.38% | 1.60% | Q2 2013 | Q3 2023 | 30 |
FORTE CAPITAL LLC /ADV | 24 | 6 | 0.11% | 0.22% | 0.36% | Q3 2014 | Q3 2023 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.11% | 0.52% | 1.01% | Q3 2013 | Q4 2020 | 30 |
ALBION FINANCIAL GROUP /UT | 27 | 3 | 0.00% | 0.33% | 0.51% | Q2 2013 | Q2 2022 | 30 |
FARMERS & MERCHANTS INVESTMENTS INC | 29 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 30 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.04% | 0.15% | Q4 2013 | Q4 2020 | 29 |
Hilltop Holdings Inc. | 13 | 7 | 0.04% | 0.20% | 0.53% | Q4 2013 | Q3 2023 | 29 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 21 | 1 | 0.03% | 0.46% | 0.66% | Q2 2014 | Q3 2023 | 29 |
NTV ASSET MANAGEMENT LLC | 29 | 29 | 0.08% | 0.39% | 0.71% | Q2 2013 | Q2 2020 | 29 |
Plante Moran Financial Advisors, LLC | 22 | 1 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 29 |
CITY HOLDING CO | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 29 |
Voya Financial Advisors, Inc. | 25 | 4 | 0.02% | 0.07% | 0.13% | Q1 2015 | Q3 2023 | 29 |
PRIO WEALTH LIMITED PARTNERSHIP | 29 | 29 | 0.14% | 0.25% | 0.36% | Q2 2013 | Q2 2020 | 29 |
FRONTIER INVESTMENT MGMT CO | 29 | 29 | 0.54% | 0.86% | 1.21% | Q2 2013 | Q2 2020 | 29 |
1832 Asset Management L.P. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 29 |
American Research & Management Co. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 29 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 27 | 2 | 0.04% | 0.30% | 1.26% | Q1 2015 | Q3 2023 | 29 |
GFS Advisors, LLC | 22 | 2 | 0.04% | 0.69% | 1.68% | Q2 2013 | Q4 2021 | 29 |
Country Club Trust Company, n.a. | 29 | 29 | 0.08% | 1.01% | 1.33% | Q2 2013 | Q2 2020 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.14% | 0.26% | 0.48% | Q4 2013 | Q4 2020 | 29 |
FIRST NATIONAL TRUST CO | 16 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 29 |
E&G Advisors, LP | 25 | 4 | 0.08% | 0.22% | 0.44% | Q4 2013 | Q3 2023 | 29 |
LS Investment Advisors, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.04% | 0.20% | Q4 2016 | Q3 2023 | 28 |
RNC CAPITAL MANAGEMENT LLC | 28 | 28 | 0.07% | 2.72% | 3.67% | Q2 2013 | Q1 2020 | 28 |
FINANCIAL COUNSELORS INC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 28 |
THORNBURG INVESTMENT MANAGEMENT INC | 16 | 12 | 0.00% | 0.27% | 0.56% | Q2 2013 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.06% | 0.22% | 0.31% | Q2 2013 | Q1 2020 | 28 |
Essex Financial Services, Inc. | 13 | 3 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 28 |
TCW GROUP INC | 16 | 12 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q4 2022 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
South Dakota Investment Council | 15 | 13 | 0.00% | 0.05% | 0.19% | Q3 2016 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.00% | 0.32% | 1.74% | Q1 2015 | Q4 2021 | 28 |
Jacobi Capital Management LLC | 22 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 28 |
Texas Yale Capital Corp. | 28 | 28 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q1 2020 | 28 |
First Allied Advisory Services, Inc. | 23 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2020 | 28 |
DAVIS R M INC | 27 | 27 | 0.01% | 0.12% | 0.57% | Q2 2013 | Q4 2019 | 27 |
PARSONS CAPITAL MANAGEMENT INC/RI | 27 | 27 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 27 |
NOMURA ASSET MANAGEMENT CO LTD | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
EAGLE ASSET MANAGEMENT INC | 27 | 27 | 0.27% | 0.43% | 0.58% | Q2 2013 | Q4 2019 | 27 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 27 | 27 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q4 2019 | 27 |
MARIETTA INVESTMENT PARTNERS LLC | 18 | 9 | 0.04% | 0.18% | 0.41% | Q3 2015 | Q3 2023 | 27 |
WADE G W & INC | 27 | 27 | 0.44% | 0.70% | 1.63% | Q4 2013 | Q2 2020 | 27 |
Rothschild & Co Wealth Management UK Ltd | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2021 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.08% | 0.21% | 0.37% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q3 2023 | 27 |
ProVise Management Group, LLC | 27 | 27 | 0.05% | 0.17% | 0.33% | Q2 2013 | Q4 2019 | 27 |
Intellectus Partners, LLC | 21 | 6 | 0.15% | 0.38% | 0.73% | Q4 2016 | Q3 2023 | 27 |
Mariner, LLC | 22 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 27 |
First PREMIER Bank | 27 | 27 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2023 | 27 |
Financial Architects, Inc | 19 | 1 | 0.03% | 0.19% | 0.64% | Q2 2013 | Q2 2020 | 27 |
WealthTrust Axiom LLC | 27 | 27 | 0.09% | 0.17% | 0.23% | Q2 2013 | Q4 2019 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q4 2021 | 27 |
CORDA Investment Management, LLC. | 27 | 27 | 2.06% | 3.31% | 4.79% | Q2 2013 | Q4 2019 | 27 |
Timber Creek Capital Management LLC | 14 | 13 | 0.01% | 0.93% | 2.74% | Q2 2013 | Q3 2023 | 27 |
CWM, LLC | 18 | 1 | 0.00% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 27 |
THOMAS WHITE INTERNATIONAL LTD | 13 | 1 | 0.00% | 0.39% | 1.38% | Q3 2015 | Q2 2023 | 26 |
LORD, ABBETT & CO. LLC | 15 | 11 | 0.02% | 0.19% | 0.46% | Q2 2013 | Q4 2021 | 26 |
P.A.W. CAPITAL CORP | 26 | 26 | 0.52% | 0.68% | 0.97% | Q2 2013 | Q3 2019 | 26 |
Ameritas Investment Partners, Inc. | 15 | 3 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q2 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.03% | 0.12% | 0.25% | Q2 2013 | Q3 2019 | 26 |
HARTFORD INVESTMENT MANAGEMENT CO | 26 | 26 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.13% | 0.27% | 0.54% | Q3 2016 | Q3 2023 | 26 |
Granite Investment Advisors, LLC | 26 | 26 | 0.16% | 0.71% | 1.45% | Q2 2015 | Q3 2021 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 26 |
Opus Capital Group, LLC | 21 | 1 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q2 2021 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.04% | 0.40% | Q4 2016 | Q3 2023 | 26 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 3 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q4 2018 | 26 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
INGALLS & SNYDER LLC | 12 | 2 | 0.02% | 0.07% | 0.25% | Q2 2016 | Q3 2023 | 26 |
Osborn Williams & Donohoe LLC | 22 | 2 | 0.05% | 0.14% | 0.26% | Q2 2013 | Q1 2020 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 25 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 12 | 0.06% | 0.42% | 0.71% | Q2 2015 | Q2 2022 | 25 |
abrdn plc | 25 | 25 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Chevy Chase Trust Holdings, LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2021 | 25 |
Columbia Asset Management | 13 | 1 | 0.04% | 0.14% | 0.34% | Q4 2013 | Q2 2020 | 25 |
First Personal Financial Services | 21 | 4 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2021 | 25 |
ALLIANCEBERNSTEIN L.P. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 25 |
Compagnie Lombard Odier SCmA | 20 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 25 |
Cornerstone Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2019 | 25 |
ALERUS FINANCIAL NA | 25 | 25 | 0.13% | 0.29% | 0.50% | Q2 2016 | Q2 2022 | 25 |
Shoker Investment Counsel, Inc. | 25 | 25 | 0.36% | 0.73% | 1.21% | Q4 2013 | Q4 2019 | 25 |
OLD SECOND NATIONAL BANK OF AURORA | 21 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2022 | 25 |
MISSION WEALTH MANAGEMENT, LP | 22 | 3 | 0.02% | 0.05% | 0.26% | Q2 2015 | Q3 2023 | 25 |
Hanson & Doremus Investment Management | 25 | 25 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2019 | 25 |
First Bank & Trust | 17 | 8 | 0.00% | 0.77% | 1.38% | Q4 2016 | Q3 2023 | 25 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q2 2020 | 25 |
Stellar Capital Management, LLC | 15 | 1 | 0.64% | 1.03% | 1.36% | Q4 2013 | Q2 2020 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.02% | 0.11% | 0.36% | Q3 2017 | Q3 2023 | 25 |
Vigilant Capital Management, LLC | 22 | 1 | 0.00% | 1.37% | 2.49% | Q2 2015 | Q2 2023 | 25 |
Azimuth Capital Management LLC | 13 | 2 | 0.02% | 0.19% | 0.54% | Q2 2013 | Q4 2019 | 24 |
Anchor Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 24 |
BANQUE PICTET & CIE SA | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 24 |
Turim 21 Investimentos Ltda. | 14 | 10 | 0.01% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 24 |
Janney Capital Management LLC | 23 | 1 | 0.00% | 0.97% | 1.39% | Q2 2013 | Q2 2019 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.03% | 0.26% | 1.06% | Q4 2017 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 15 | 9 | 0.02% | 0.05% | 0.10% | Q3 2016 | Q3 2022 | 24 |
BTC Capital Management, Inc. | 11 | 1 | 0.03% | 0.13% | 0.63% | Q3 2014 | Q3 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 24 | 24 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2019 | 24 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 13 | 1 | 0.01% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 24 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 24 | 24 | 0.26% | 0.49% | 0.88% | Q4 2013 | Q3 2019 | 24 |
Stevens First Principles Investment Advisors | 20 | 4 | 0.89% | 1.34% | 2.31% | Q2 2013 | Q2 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.07% | 0.16% | 0.29% | Q4 2017 | Q3 2023 | 24 |
RMB Capital Management, LLC | 24 | 24 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q1 2019 | 24 |
BOURGEON CAPITAL MANAGEMENT LLC | 24 | 24 | 0.15% | 0.67% | 1.40% | Q4 2017 | Q3 2023 | 24 |
Freedom Investment Management, Inc. | 10 | 1 | 0.02% | 0.10% | 0.29% | Q1 2013 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 14 | 4 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.20% | 0.77% | Q1 2018 | Q3 2023 | 23 |
CAHILL FINANCIAL ADVISORS INC | 23 | 23 | 0.05% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 23 |
SAGE FINANCIAL GROUP INC | 23 | 23 | 0.07% | 0.13% | 0.19% | Q4 2015 | Q2 2021 | 23 |
WRAPMANAGER INC | 16 | 7 | 0.10% | 0.33% | 0.65% | Q4 2015 | Q3 2023 | 23 |
Capital Innovations LLC | 21 | 2 | 0.62% | 2.12% | 3.53% | Q4 2013 | Q4 2019 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Sanders Capital, LLC | 23 | 23 | 0.00% | 0.02% | 0.10% | Q4 2010 | Q2 2016 | 23 |
Fisher Asset Management, LLC | 23 | 23 | 0.03% | 0.79% | 1.27% | Q1 2018 | Q3 2023 | 23 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 23 | 23 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2018 | 23 |
MONETARY MANAGEMENT GROUP INC | 16 | 7 | 0.01% | 0.08% | 0.22% | Q4 2013 | Q3 2023 | 23 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 3 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 23 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2022 | 23 |
SeaCrest Wealth Management, LLC | 14 | 9 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 23 |
NAPLES GLOBAL ADVISORS, LLC | 22 | 1 | 0.04% | 0.12% | 0.26% | Q4 2013 | Q4 2019 | 23 |
Simplicity Solutions, LLC | 11 | 3 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 23 |
Archford Capital Strategies, LLC | 14 | 9 | 0.00% | 0.20% | 0.38% | Q1 2014 | Q4 2019 | 23 |
People's United Financial, Inc. | 15 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2020 | 23 |
Argent Trust Co | 9 | 6 | 0.02% | 0.15% | 0.40% | Q4 2014 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 1 | 0.01% | 0.07% | 0.21% | Q3 2013 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 22 |
PUTNAM INVESTMENTS LLC | 22 | 22 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2018 | 22 |
Glassman Wealth Services | 16 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 22 |
Bruderman Asset Management, LLC | 17 | 1 | 1.10% | 2.73% | 3.88% | Q1 2015 | Q2 2022 | 22 |
MACKENZIE FINANCIAL CORP | 16 | 6 | 0.00% | 0.08% | 0.18% | Q2 2016 | Q3 2023 | 22 |
Court Place Advisors, LLC | 22 | 22 | 0.09% | 0.24% | 0.54% | Q4 2013 | Q1 2019 | 22 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 22 | 22 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2018 | 22 |
Investors Research Corp | 22 | 22 | 0.12% | 0.28% | 0.55% | Q2 2018 | Q3 2023 | 22 |
AFAM CAPITAL, INC. | 22 | 22 | 0.39% | 0.47% | 0.63% | Q2 2013 | Q3 2018 | 22 |
BARINGS LLC | 22 | 22 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2018 | 22 |
Sawyer & Company, Inc | 12 | 4 | 0.17% | 0.40% | 0.78% | Q4 2017 | Q3 2023 | 22 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.05% | 0.48% | Q4 2012 | Q3 2022 | 22 |
VAN DEN BERG MANAGEMENT I, INC | 22 | 22 | 0.02% | 0.54% | 1.52% | Q2 2013 | Q3 2018 | 22 |
RELIANCE TRUST CO OF DELAWARE | 22 | 22 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2018 | 22 |
TOMPKINS FINANCIAL CORP | 20 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2019 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.27% | 0.53% | 1.06% | Q2 2013 | Q3 2018 | 22 |
MCF Advisors LLC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 22 |
U S GLOBAL INVESTORS INC | 12 | 1 | 0.00% | 0.20% | 1.29% | Q1 2015 | Q4 2022 | 22 |
SOUND SHORE MANAGEMENT INC /CT/ | 18 | 4 | 0.02% | 2.80% | 3.91% | Q4 2015 | Q3 2023 | 22 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 21 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2022 | 21 |
EVERETT HARRIS & CO /CA/ | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 21 |
PREMIER ASSET MANAGEMENT LLC | 21 | 21 | 0.06% | 0.15% | 0.28% | Q3 2013 | Q3 2018 | 21 |
Jolley Asset Management, LLC | 21 | 21 | 0.10% | 0.22% | 0.33% | Q2 2013 | Q2 2018 | 21 |
Balentine LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 21 |
Stearns Financial Services Group | 17 | 1 | 0.04% | 0.11% | 0.14% | Q1 2014 | Q4 2019 | 21 |
Institute for Wealth Management, LLC. | 15 | 2 | 0.04% | 0.09% | 0.32% | Q2 2017 | Q3 2023 | 21 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 21 |
Partnervest Advisory Services LLC | 12 | 9 | 0.10% | 0.24% | 0.35% | Q2 2013 | Q4 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
SCOUT INVESTMENTS, INC. | 21 | 21 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q4 2021 | 21 |
SOMERVILLE KURT F | 12 | 2 | 0.04% | 0.08% | 0.16% | Q4 2012 | Q3 2023 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 13 | 8 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
American Trust Investment Advisors, LLC | 10 | 1 | 0.12% | 0.18% | 0.25% | Q4 2016 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.13% | 0.27% | 0.42% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
Patriot Financial Group Insurance Agency, LLC | 15 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 21 |
SHELTON CAPITAL MANAGEMENT | 21 | 21 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2018 | 21 |
Mutual Advisors, LLC | 17 | 4 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 21 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Seminole Management Co., Inc. | 21 | 21 | 0.53% | 4.15% | 9.29% | Q2 2013 | Q2 2018 | 21 |
PRIVATE TRUST CO NA | 12 | 2 | 0.04% | 0.07% | 0.10% | Q1 2013 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.05% | 0.20% | Q1 2014 | Q1 2019 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
WESBANCO BANK INC | 11 | 3 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2020 | 20 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 20 | 20 | 0.07% | 0.14% | 0.30% | Q3 2015 | Q2 2020 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2019 | 20 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 13 | 7 | 0.06% | 0.75% | 1.71% | Q4 2015 | Q4 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
CAMBIAR INVESTORS LLC | 15 | 1 | 0.04% | 2.41% | 4.58% | Q4 2015 | Q3 2023 | 20 |
CAPITAL GUARDIAN TRUST CO | 12 | 1 | 0.00% | 0.11% | 0.18% | Q4 2013 | Q2 2019 | 20 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.09% | 0.40% | Q3 2013 | Q2 2017 | 20 |
Knights of Columbus Asset Advisors LLC | 16 | 4 | 0.02% | 1.48% | 2.71% | Q1 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.07% | 0.79% | Q3 2013 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.05% | 0.31% | 0.68% | Q2 2013 | Q1 2018 | 20 |
SEGALL BRYANT & HAMILL, LLC | 11 | 9 | 0.01% | 0.07% | 0.18% | Q1 2013 | Q2 2020 | 20 |
Mraz, Amerine & Associates, Inc. | 20 | 20 | 0.08% | 0.13% | 0.17% | Q2 2016 | Q1 2021 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.07% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Eos Management, L.P. | 14 | 6 | 0.20% | 0.45% | 1.08% | Q2 2013 | Q2 2022 | 20 |
BAILARD, INC. | 18 | 2 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Caprock Group, LLC | 11 | 1 | 0.02% | 0.13% | 0.27% | Q1 2016 | Q3 2023 | 20 |
Grove Bank & Trust | 13 | 7 | 0.01% | 0.15% | 0.28% | Q4 2016 | Q3 2023 | 20 |
LETKO, BROSSEAU & ASSOCIATES INC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.88% | 1.23% | 1.56% | Q2 2018 | Q3 2023 | 20 |
AGF INVESTMENTS INC. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.17% | 0.25% | 0.38% | Q4 2018 | Q3 2023 | 20 |
ROPES WEALTH ADVISORS LLC | 19 | 1 | 0.00% | 0.02% | 0.17% | Q2 2016 | Q1 2022 | 20 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.01% | 0.11% | 0.21% | Q1 2017 | Q2 2022 | 20 |
PITTENGER & ANDERSON INC | 13 | 7 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q2 2019 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.46% | 0.77% | 1.72% | Q4 2018 | Q3 2023 | 20 |
WESPAC Advisors SoCal, LLC | 14 | 1 | 0.01% | 0.78% | 3.57% | Q1 2016 | Q4 2021 | 20 |
West Family Investments, Inc. | 15 | 4 | 0.08% | 0.21% | 0.88% | Q2 2013 | Q1 2022 | 19 |
LVM CAPITAL MANAGEMENT LTD/MI | 19 | 19 | 0.05% | 1.52% | 2.88% | Q2 2013 | Q4 2017 | 19 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 10 | 3 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.15% | 0.57% | 1.44% | Q3 2016 | Q1 2021 | 19 |
SMITH ASSET MANAGEMENT GROUP LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 19 |
CIBC Private Wealth Group, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 11 | 8 | 0.00% | 0.46% | 0.80% | Q2 2013 | Q1 2018 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
Loudon Investment Management, LLC | 19 | 19 | 0.21% | 0.32% | 0.64% | Q4 2013 | Q2 2018 | 19 |
Keystone Financial Planning, Inc. | 19 | 19 | 0.18% | 2.13% | 4.10% | Q4 2013 | Q2 2018 | 19 |
BREMER TRUST NATIONAL ASSOCIATION | 10 | 9 | 0.09% | 0.36% | 0.84% | Q2 2013 | Q4 2018 | 19 |
EXANE DERIVATIVES | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 1 | 0.00% | 0.18% | 0.52% | Q3 2017 | Q3 2023 | 19 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 14 | 1 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q4 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q4 2017 | 19 |
Estabrook Capital Management | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 10 | 4 | 0.09% | 0.62% | 1.42% | Q2 2013 | Q1 2022 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.04% | 0.13% | 0.28% | Q2 2019 | Q3 2023 | 18 |
VIKING FUND MANAGEMENT LLC | 18 | 18 | 0.01% | 0.05% | 0.07% | Q4 2016 | Q1 2021 | 18 |
Independence Bank of Kentucky | 14 | 4 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 18 |
Financial Advocates Investment Management | 12 | 2 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 18 |
POPE ASSET MANAGEMENT, LLC | 12 | 1 | 1.59% | 16.83% | 43.69% | Q2 2013 | Q3 2018 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.04% | 0.08% | 0.24% | Q3 2015 | Q4 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.10% | 0.20% | 0.50% | Q2 2019 | Q3 2023 | 18 |
RATIONAL ADVISORS LLC | 13 | 5 | 0.03% | 0.26% | 0.56% | Q1 2009 | Q4 2013 | 18 |
JENNISON ASSOCIATES LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Good Life Advisors, LLC | 12 | 1 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.03% | 0.04% | 0.08% | Q3 2015 | Q4 2019 | 18 |
EQUITY INVESTMENT CORP | 18 | 18 | 0.87% | 2.73% | 3.88% | Q2 2019 | Q3 2023 | 18 |
Nicholas Hoffman & Company, LLC. | 18 | 18 | 0.04% | 0.13% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.05% | 0.15% | Q4 2014 | Q1 2019 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2014 | 18 |
Wealthspire Advisors, L.P. | 18 | 18 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q1 2020 | 18 |
JAMES INVESTMENT RESEARCH INC | 18 | 18 | 0.00% | 0.04% | 0.23% | Q2 2016 | Q3 2020 | 18 |
WRIGHT INVESTORS SERVICE INC | 14 | 4 | 0.21% | 1.42% | 2.65% | Q2 2013 | Q4 2017 | 18 |
PORTLAND INVESTMENT COUNSEL INC. | 10 | 2 | 0.10% | 0.62% | 3.09% | Q2 2013 | Q2 2019 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.02% | 0.03% | 0.13% | Q4 2015 | Q1 2020 | 18 |
Point72 Asset Management, L.P. | 12 | 1 | 0.00% | 0.09% | 0.35% | Q4 2014 | Q2 2020 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 1 | 0.03% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 18 |
BOSTON FINANCIAL MANGEMENT LLC | 13 | 5 | 0.02% | 0.20% | 0.41% | Q2 2013 | Q3 2023 | 18 |
WADDELL & REED FINANCIAL INC | 18 | 18 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q1 2021 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Lenox Wealth Advisors, LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 9 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q4 2022 | 18 |
Roundview Capital LLC | 15 | 3 | 0.05% | 0.29% | 1.14% | Q2 2013 | Q4 2019 | 18 |
Horizon Investments, LLC | 12 | 2 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 18 |
ONTARIO TEACHERS PENSION PLAN BOARD | 16 | 2 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2018 | 18 |
O'Brien Greene & Co. Inc | 18 | 18 | 1.38% | 2.32% | 3.57% | Q2 2019 | Q3 2023 | 18 |
FineMark National Bank & Trust | 10 | 1 | 0.01% | 0.15% | 0.48% | Q2 2013 | Q1 2022 | 18 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.29% | 0.96% | Q3 2019 | Q3 2023 | 17 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 17 |
Whitegate Investment Counselors, Inc. | 16 | 1 | 0.05% | 0.07% | 0.08% | Q1 2014 | Q1 2020 | 17 |
Covenant Partners, LLC | 14 | 1 | 0.08% | 0.31% | 0.59% | Q1 2019 | Q3 2023 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q4 2016 | 17 |
DORCHESTER WEALTH MANAGEMENT Co | 17 | 17 | 0.06% | 0.22% | 0.31% | Q2 2015 | Q2 2019 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
BOSTON FAMILY OFFICE LLC | 15 | 2 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2018 | 17 |
Mechanics Bank Trust Department | 17 | 17 | 0.05% | 0.25% | 1.70% | Q2 2013 | Q2 2017 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Manning & Napier Group, LLC | 10 | 7 | 0.08% | 0.30% | 0.90% | Q2 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.18% | 0.31% | 0.39% | Q2 2013 | Q2 2017 | 17 |
BerganKDV Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.18% | 0.43% | 0.72% | Q2 2013 | Q2 2017 | 17 |
Close Asset Management Ltd | 17 | 17 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q4 2020 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 17 |
ADIRONDACK TRUST CO | 10 | 7 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q2 2023 | 17 |
FIRST FOUNDATION ADVISORS | 17 | 17 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q2 2017 | 17 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 17 |
INVESTMENT CENTERS OF AMERICA INC | 15 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.15% | 0.40% | 0.65% | Q2 2013 | Q2 2017 | 17 |
Parkside Financial Bank & Trust | 8 | 3 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 17 |
LOEB PARTNERS CORP | 17 | 17 | 0.07% | 0.09% | 0.12% | Q4 2014 | Q4 2018 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 0.34% | 0.62% | 0.81% | Q2 2013 | Q2 2017 | 17 |
Windsor Financial Group, LLC | 17 | 17 | 0.12% | 1.00% | 2.42% | Q2 2013 | Q2 2017 | 17 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2022 | 17 |
VALLEY NATIONAL ADVISERS INC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 16 | 16 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q1 2019 | 16 |
WFG Advisors, LP | 16 | 16 | 0.02% | 0.09% | 0.13% | Q2 2013 | Q1 2017 | 16 |
V Wealth Advisors LLC | 8 | 2 | 0.04% | 0.13% | 0.27% | Q2 2016 | Q1 2022 | 16 |
MONTAG A & ASSOCIATES INC | 12 | 4 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Greytown Advisors Inc. | 16 | 16 | 0.34% | 0.58% | 0.84% | Q4 2016 | Q3 2020 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Haverford Trust Co | 9 | 7 | 0.00% | 0.31% | 0.89% | Q2 2013 | Q2 2019 | 16 |
SevenBridge Financial Group, LLC | 8 | 1 | 0.06% | 0.22% | 0.38% | Q2 2017 | Q3 2023 | 16 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 16 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2018 | 16 |
Independent Advisor Alliance | 15 | 1 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 16 |
WOODMONT INVESTMENT COUNSEL LLC | 15 | 1 | 0.06% | 0.11% | 0.19% | Q2 2013 | Q2 2017 | 16 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 16 |
Rathbones Group PLC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 16 |
PEOPLES FINANCIAL SERVICES CORP. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2020 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
LSV ASSET MANAGEMENT | 12 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 16 |
Belpointe Asset Management LLC | 12 | 4 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q1 2023 | 16 |
Strategic Advisors LLC | 8 | 3 | 0.05% | 0.48% | 0.89% | Q2 2013 | Q3 2023 | 16 |
Yorktown Management & Research Co Inc | 12 | 4 | 0.04% | 0.41% | 0.77% | Q2 2013 | Q1 2020 | 16 |
Martin Capital Partners, LLC | 16 | 16 | 1.34% | 1.57% | 1.90% | Q1 2020 | Q4 2023 | 16 |
Onex Canada Asset Management Inc. | 16 | 16 | 0.35% | 0.97% | 1.83% | Q4 2013 | Q3 2017 | 16 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 16 |
MIDDLETON & CO INC/MA | 11 | 1 | 0.16% | 0.22% | 0.32% | Q4 2017 | Q2 2022 | 16 |
Cerity Partners LLC | 12 | 1 | 0.01% | 0.05% | 0.11% | Q1 2017 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital International Investors | 14 | 2 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HM PAYSON & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
AT Bancorp | 14 | 2 | 0.07% | 0.30% | 0.57% | Q2 2014 | Q1 2019 | 16 |
Nuveen Asset Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q4 2021 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 0.29% | 1.21% | 4.32% | Q4 2019 | Q3 2023 | 16 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
ISTHMUS PARTNERS, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 16 |
BBVA USA Bancshares, Inc. | 15 | 1 | 0.00% | 0.10% | 0.14% | Q4 2015 | Q4 2019 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.38% | 1.86% | Q2 2013 | Q1 2019 | 16 |
AUGUSTINE ASSET MANAGEMENT INC | 16 | 16 | 1.09% | 2.01% | 3.05% | Q4 2019 | Q3 2023 | 16 |
THIRD AVENUE MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 16 |
Concert Wealth Management Inc. | 9 | 6 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2017 | 15 |
CAPITAL ONE, NATIONAL ASSOCIATION | 12 | 3 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2018 | 15 |
Ativo Capital Management LLC | 9 | 6 | 0.16% | 0.36% | 0.72% | Q3 2013 | Q1 2020 | 15 |
OFI Advisors LLC | 11 | 4 | 0.05% | 0.10% | 0.21% | Q3 2011 | Q3 2015 | 15 |
Pinnacle Wealth Planning Services, Inc. | 13 | 1 | 0.04% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 15 |
COMMUNITY TRUST & INVESTMENT CO | 15 | 15 | 0.60% | 1.71% | 2.47% | Q2 2013 | Q4 2016 | 15 |
tru Independence LLC | 9 | 6 | 0.01% | 1.24% | 1.86% | Q4 2019 | Q3 2023 | 15 |
Freestone Capital Holdings, LLC | 10 | 5 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q2 2021 | 15 |
Allied Investment Advisors, LLC | 15 | 15 | 1.97% | 2.37% | 2.90% | Q1 2020 | Q3 2023 | 15 |
Lantz Financial LLC | 11 | 4 | 0.11% | 0.22% | 0.34% | Q1 2019 | Q3 2023 | 15 |
Trust Co | 11 | 2 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q2 2023 | 15 |
Solstein Capital, LLC | 15 | 15 | 0.01% | 0.10% | 0.61% | Q1 2020 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.07% | 0.17% | Q1 2018 | Q1 2022 | 15 |
Sather Financial Group Inc | 14 | 1 | 0.03% | 1.72% | 2.38% | Q2 2013 | Q3 2021 | 15 |
Capital Research Global Investors | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Private Capital Group, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2021 | 15 |
Graves Light Lenhart Wealth, Inc. | 15 | 15 | 0.01% | 0.08% | 0.19% | Q4 2018 | Q2 2022 | 15 |
Virtu Financial LLC | 5 | 2 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 15 |
ArrowMark Colorado Holdings LLC | 15 | 15 | 0.06% | 0.15% | 0.24% | Q4 2015 | Q2 2019 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q1 2022 | 15 |
MILLENNIUM MANAGEMENT LLC | 10 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.08% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.14% | 0.25% | 0.40% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
SAGE RHINO CAPITAL LLC | 10 | 1 | 0.06% | 0.12% | 0.20% | Q1 2019 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q2 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.35% | 0.55% | 0.81% | Q2 2013 | Q4 2016 | 15 |
Stolper Co | 15 | 15 | 0.50% | 0.74% | 1.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Boston Partners | 8 | 7 | 0.00% | 0.10% | 0.44% | Q4 2018 | Q3 2023 | 15 |
BOENNING & SCATTERGOOD, INC. | 11 | 1 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q4 2022 | 15 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.02% | 0.63% | 2.73% | Q4 2014 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.03% | 0.13% | 0.18% | Q4 2016 | Q2 2020 | 15 |
Ahrens Investment Partners LLC | 11 | 1 | 0.01% | 0.15% | 0.45% | Q4 2016 | Q1 2023 | 15 |
Sargent Bickham Lagudis LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Avestar Capital, LLC | 7 | 3 | 0.01% | 0.07% | 0.20% | Q4 2017 | Q3 2023 | 15 |
BDO Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 15 |
CAPE COD FIVE CENTS SAVINGS BANK | 15 | 15 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q4 2016 | 15 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2022 | 15 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q2 2022 | 15 |
Highlander Capital Management, LLC | 15 | 15 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Icon Wealth Partners, LLC | 7 | 3 | 0.03% | 0.12% | 0.31% | Q4 2017 | Q3 2023 | 15 |
Mount Yale Investment Advisors, LLC | 9 | 1 | 0.02% | 0.10% | 0.20% | Q1 2018 | Q3 2023 | 15 |
West Oak Capital, LLC | 14 | 14 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Susquehanna International Securities, Ltd. | 5 | 1 | 0.12% | 1.25% | 6.09% | Q4 2018 | Q3 2023 | 14 |
Cutter & CO Brokerage, Inc. | 7 | 1 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q1 2019 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 2.78% | 3.15% | 3.60% | Q2 2013 | Q3 2016 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Forester Capital Management, LTD | 14 | 14 | 0.06% | 0.10% | 0.16% | Q1 2014 | Q2 2017 | 14 |
McIlrath & Eck, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 14 |
Qtron Investments LLC | 7 | 7 | 0.07% | 0.19% | 0.37% | Q4 2019 | Q3 2023 | 14 |
First American Bank | 9 | 1 | 0.04% | 0.09% | 0.15% | Q1 2018 | Q4 2021 | 14 |
MILES CAPITAL, INC. | 14 | 14 | 0.18% | 0.24% | 0.32% | Q3 2016 | Q4 2019 | 14 |
CPWM, LLC | 8 | 2 | 0.03% | 0.17% | 0.30% | Q1 2018 | Q3 2022 | 14 |
GSB Wealth Management, LLC | 14 | 14 | 1.14% | 1.44% | 1.66% | Q4 2016 | Q1 2020 | 14 |
Abbrea Capital, LLC | 14 | 14 | 0.09% | 0.13% | 0.20% | Q4 2016 | Q1 2020 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 14 | 0.11% | 0.19% | 0.24% | Q3 2016 | Q4 2019 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.02% | 0.06% | 0.08% | Q4 2016 | Q1 2020 | 14 |
LINCOLN NATIONAL CORP | 11 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Foyston, Gordon, & Payne Inc | 14 | 14 | 0.52% | 0.67% | 0.74% | Q1 2017 | Q2 2020 | 14 |
Crewe Advisors LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Euro Pacific Asset Management, LLC | 9 | 5 | 0.62% | 1.97% | 2.81% | Q1 2020 | Q3 2023 | 14 |
Trust Asset Management LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q3 2011 | Q3 2018 | 14 |
Dynamic Advisor Solutions LLC | 13 | 1 | 0.02% | 0.17% | 0.40% | Q4 2016 | Q3 2023 | 14 |
Carmichael Hill & Associates, Inc. | 11 | 3 | 0.00% | 0.09% | 0.32% | Q4 2017 | Q2 2022 | 14 |
NWAM LLC | 7 | 1 | 0.02% | 0.05% | 0.15% | Q2 2012 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Candriam S.C.A. | 5 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2022 | 14 |
AMERICAN NATIONAL BANK | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 14 |
KCM INVESTMENT ADVISORS LLC | 8 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 14 |
MITCHELL CAPITAL MANAGEMENT CO | 9 | 5 | 0.08% | 0.14% | 0.20% | Q2 2018 | Q1 2022 | 14 |
TELEMUS CAPITAL, LLC | 13 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q1 2019 | 14 |
PT ASSET MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.23% | 0.70% | Q3 2015 | Q4 2016 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CENTRAL BANK & TRUST CO | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 14 |
HHM Wealth Advisors, LLC | 11 | 3 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Oakworth Capital, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 14 |
FIRST FINANCIAL CORP /IN/ | 13 | 1 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2020 | 14 |
Marietta Wealth Management, LLC | 14 | 14 | 0.12% | 0.26% | 0.43% | Q4 2016 | Q1 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Brookfield Asset Management | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2020 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2014 | Q3 2017 | 13 |
BECK MACK & OLIVER LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 13 |
KANALY TRUST CO | 13 | 13 | 0.02% | 0.23% | 0.44% | Q4 2013 | Q4 2016 | 13 |
CREDIT AGRICOLE S A | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 13 |
SII INVESTMENTS INC/WI | 13 | 13 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q1 2017 | 13 |
Hartford Financial Management Inc. | 11 | 2 | 0.00% | 0.18% | 0.27% | Q2 2014 | Q4 2020 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q2 2016 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q2 2016 | 13 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.08% | 0.36% | 0.63% | Q3 2019 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.04% | 0.22% | 0.44% | Q2 2017 | Q2 2020 | 13 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q4 2022 | 13 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 13 |
Main Street Research LLC | 6 | 1 | 1.13% | 1.66% | 2.26% | Q2 2013 | Q3 2023 | 13 |
Colonial Trust Advisors | 13 | 13 | 0.05% | 0.26% | 0.62% | Q2 2014 | Q2 2017 | 13 |
LVW Advisors, LLC | 12 | 1 | 0.05% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 13 |
Connor, Clark & Lunn Investment Management Ltd. | 12 | 1 | 0.00% | 0.06% | 0.27% | Q4 2019 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.16% | 0.20% | 0.27% | Q2 2020 | Q3 2023 | 13 |
Arete Wealth Advisors, LLC | 9 | 4 | 0.02% | 0.11% | 0.20% | Q2 2017 | Q3 2023 | 13 |
Gemmer Asset Management LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Clarius Group, LLC | 9 | 1 | 0.02% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 13 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.08% | 0.11% | 0.13% | Q1 2016 | Q3 2019 | 13 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 13 | 13 | 0.09% | 0.10% | 0.11% | Q4 2016 | Q4 2019 | 13 |
BFSG, LLC | 7 | 1 | 0.75% | 1.02% | 1.45% | Q4 2019 | Q3 2023 | 13 |
Wealth Advisors of Tampa Bay, LLC | 13 | 13 | 0.39% | 2.23% | 3.19% | Q3 2020 | Q3 2023 | 13 |
Legacy Financial Advisors, Inc. | 8 | 1 | 0.03% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 13 |
CastleArk Alternatives, LLC | 13 | 13 | 0.81% | 2.30% | 3.79% | Q4 2017 | Q4 2020 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Vanguard Personalized Indexing Management, LLC | 11 | 2 | 0.04% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 13 |
Arden Trust Co | 13 | 13 | 0.03% | 0.08% | 0.14% | Q1 2020 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
COZAD ASSET MANAGEMENT INC | 7 | 1 | 0.03% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 13 |
ALTFEST L J & CO INC | 5 | 1 | 0.06% | 0.21% | 0.36% | Q4 2013 | Q3 2023 | 13 |
ANDERSON HOAGLAND & CO | 12 | 1 | 0.37% | 0.92% | 1.29% | Q3 2013 | Q3 2020 | 13 |
STRS OHIO | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
ZWEIG ADVISERS LLC | 13 | 13 | 0.36% | 0.64% | 1.11% | Q2 2013 | Q2 2016 | 13 |
Chubb Ltd | 13 | 13 | 3.71% | 7.75% | 12.81% | Q1 2016 | Q1 2019 | 13 |
BURNEY CO/ | 11 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2021 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Evercore Wealth Management, LLC | 10 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2017 | 12 |
HighPoint Advisor Group LLC | 11 | 1 | 0.03% | 0.06% | 0.07% | Q1 2017 | Q2 2022 | 12 |
Greylin Investment Management, Inc | 12 | 12 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q1 2016 | 12 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cadence Bank | 9 | 3 | 0.02% | 0.59% | 1.01% | Q4 2017 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.09% | 0.35% | Q2 2017 | Q1 2020 | 12 |
HANCOCK WHITNEY CORP | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
HYMAN CHARLES D | 6 | 2 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q2 2018 | 12 |
ATLAS CAPITAL ADVISORS LLC | 9 | 3 | 0.00% | 0.11% | 0.23% | Q2 2018 | Q2 2021 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.21% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 12 |
HighMark Wealth Management LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Wolff Financial Management LLC | 5 | 3 | 0.08% | 0.17% | 0.39% | Q4 2018 | Q3 2023 | 12 |
Westover Capital Advisors, LLC | 6 | 1 | 0.12% | 1.17% | 1.92% | Q2 2013 | Q4 2021 | 12 |
NORGES BANK | 10 | 2 | 0.01% | 0.01% | 0.01% | Q2 2012 | Q2 2015 | 12 |
GUARDIAN INVESTMENT MANAGEMENT | 9 | 1 | 0.53% | 1.01% | 1.39% | Q2 2013 | Q1 2018 | 12 |
Venturi Wealth Management, LLC | 6 | 1 | 0.03% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 12 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 12 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 12 |
FAGAN ASSOCIATES, INC. | 9 | 3 | 0.12% | 0.38% | 1.32% | Q1 2014 | Q3 2019 | 12 |
Global Financial Private Capital, Inc | 10 | 1 | 0.00% | 0.36% | 0.72% | Q1 2017 | Q2 2020 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2013 | Q3 2016 | 12 |
Clear Perspective Advisors, LLC | 12 | 12 | 0.01% | 0.15% | 0.24% | Q4 2016 | Q3 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 12 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.01% | 0.31% | 0.70% | Q3 2013 | Q2 2023 | 12 |
Stokes Family Office, LLC | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.35% | 0.45% | 0.62% | Q4 2020 | Q3 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.01% | 0.08% | 0.17% | Q1 2017 | Q4 2022 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q1 2016 | 12 |
Northwest Bancshares, Inc. | 5 | 2 | 0.06% | 0.09% | 0.22% | Q2 2020 | Q3 2023 | 12 |
Winch Advisory Services, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
COLRAIN CAPITAL LLC | 9 | 3 | 0.04% | 0.29% | 0.66% | Q2 2013 | Q4 2016 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.04% | 0.13% | 0.18% | Q2 2013 | Q1 2016 | 12 |
OppenheimerFunds, Inc. | 7 | 5 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Grace Capital | 5 | 2 | 0.14% | 0.54% | 0.81% | Q2 2013 | Q2 2019 | 12 |
HONEYWELL INTERNATIONAL INC | 9 | 3 | 0.23% | 0.37% | 0.50% | Q2 2013 | Q1 2017 | 12 |
Russell Investments Group, Ltd. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.20% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.31% | 0.39% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Prime Capital Investment Advisors, LLC | 12 | 12 | 0.00% | 0.04% | 0.25% | Q4 2017 | Q3 2020 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Foundations Investment Advisors, LLC | 7 | 1 | 0.01% | 0.11% | 0.23% | Q2 2018 | Q3 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.01% | 0.05% | 0.25% | Q1 2015 | Q3 2018 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.05% | 0.18% | 0.37% | Q1 2018 | Q1 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Old North State Trust, LLC | 6 | 2 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q1 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 12 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 1.50% | 2.02% | 2.77% | Q4 2018 | Q3 2021 | 12 |
CHARTWELL INVESTMENT PARTNERS, LLC | 10 | 2 | 0.01% | 0.05% | 0.23% | Q2 2014 | Q4 2021 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 8 | 4 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2022 | 12 |
Princeton Portfolio Strategies Group LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q3 2018 | Q2 2021 | 12 |
Orca Investment Management, LLC | 12 | 12 | 0.29% | 0.35% | 0.41% | Q4 2013 | Q3 2016 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
Procyon Advisors, LLC | 8 | 3 | 0.00% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 1.21% | 1.53% | 1.98% | Q1 2021 | Q3 2023 | 11 |
FIRST NIAGARA BANK | 11 | 11 | 0.04% | 0.08% | 0.12% | Q4 2013 | Q2 2016 | 11 |
Capital Advisors, Ltd. LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q3 2016 | 11 |
Hoese & Co LLP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
BKS ADVISORS, LLC | 11 | 11 | 0.05% | 0.11% | 0.13% | Q3 2016 | Q1 2019 | 11 |
Verity & Verity, LLC | 11 | 11 | 0.93% | 1.47% | 1.94% | Q2 2013 | Q4 2015 | 11 |
INTEGRAL DERIVATIVES, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q4 2017 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 11 |
Archer Investment Corp | 5 | 2 | 0.00% | 0.18% | 0.39% | Q4 2018 | Q3 2023 | 11 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 1 | 0.01% | 0.17% | 0.40% | Q3 2017 | Q2 2020 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.14% | 0.24% | 0.35% | Q2 2013 | Q4 2015 | 11 |
Bramshill Investments, LLC | 6 | 1 | 0.00% | 0.10% | 0.25% | Q2 2017 | Q3 2021 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.23% | 0.31% | 0.46% | Q2 2013 | Q4 2015 | 11 |
Crumly & Associates Inc. | 11 | 11 | 0.19% | 0.26% | 0.35% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 11 |
Lester Murray Antman dba SimplyRich | 9 | 2 | 0.20% | 0.49% | 0.90% | Q4 2017 | Q3 2023 | 11 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2022 | 11 |
Mercer Capital Advisers, Inc. | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 11 |
First Trust Bank, Ltd. | 11 | 11 | 6.76% | 9.02% | 11.79% | Q3 2015 | Q1 2018 | 11 |
Magnus Financial Group LLC | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
PARK NATIONAL CORP /OH/ | 7 | 4 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2016 | 11 |
Linscomb & Williams, Inc. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 11 |
THOMASPARTNERS, INC. | 11 | 11 | 1.26% | 1.48% | 1.83% | Q2 2013 | Q4 2015 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.12% | 0.20% | 0.28% | Q2 2013 | Q4 2015 | 11 |
PRUDENTIAL FINANCIAL INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 1 | 0.00% | 0.67% | 0.89% | Q3 2013 | Q3 2017 | 11 |
CHUBB CORP | 11 | 11 | 0.77% | 0.93% | 1.13% | Q2 2013 | Q4 2015 | 11 |
BEACON TRUST CO | 10 | 1 | 0.03% | 0.04% | 0.06% | Q1 2013 | Q4 2016 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 6 | 5 | 0.06% | 0.08% | 0.12% | Q1 2019 | Q4 2021 | 11 |
ASPIRIANT, LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 11 |
Curated Wealth Partners LLC | 6 | 5 | 0.04% | 0.16% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2019 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.07% | 0.35% | 0.52% | Q2 2013 | Q4 2015 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.66% | 0.94% | 1.28% | Q1 2021 | Q3 2023 | 11 |
Quantamental Technologies LLC | 4 | 1 | 0.07% | 0.41% | 1.39% | Q4 2018 | Q1 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.06% | 0.07% | 0.11% | Q1 2020 | Q2 2022 | 10 |
BANCORPSOUTH INC | 9 | 1 | 0.03% | 0.14% | 0.20% | Q2 2013 | Q3 2017 | 10 |
GENESEE VALLEY TRUST CO | 10 | 10 | 0.09% | 0.18% | 0.30% | Q4 2015 | Q1 2018 | 10 |
Concorde Asset Management, LLC | 8 | 1 | 0.12% | 0.39% | 0.55% | Q4 2016 | Q3 2023 | 10 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 10 |
REAVES W H & CO INC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 10 |
KEATING INVESTMENT COUNSELORS INC | 10 | 10 | 2.41% | 3.15% | 3.72% | Q2 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
TRUEWEALTH LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
WEST PACES ADVISORS INC. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 10 |
BAR HARBOR WEALTH MANAGEMENT | 10 | 10 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q2 2015 | 10 |
Bell Bank | 10 | 10 | 0.68% | 0.86% | 1.04% | Q2 2013 | Q3 2015 | 10 |
BRAVE ASSET MANAGEMENT INC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 10 |
Kovack Advisors, Inc. | 7 | 2 | 0.00% | 0.08% | 0.16% | Q3 2019 | Q3 2023 | 10 |
Field & Main Bank | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.07% | 0.13% | 0.25% | Q1 2018 | Q2 2023 | 10 |
Texan Capital Management | 8 | 2 | 0.14% | 0.74% | 0.98% | Q2 2013 | Q1 2017 | 10 |
Aries Wealth Management | 6 | 4 | 0.10% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 10 |
Richard P Slaughter Associates Inc | 10 | 10 | 0.38% | 0.45% | 0.54% | Q3 2021 | Q4 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Kessler Investment Group, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
KCS Wealth Advisory | 10 | 10 | 0.69% | 0.86% | 1.04% | Q4 2017 | Q1 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Stanley-Laman Group, Ltd. | 10 | 10 | 0.05% | 0.27% | 0.46% | Q4 2013 | Q1 2016 | 10 |
GW HENSSLER & ASSOCIATES LTD | 5 | 5 | 0.48% | 0.59% | 0.68% | Q2 2013 | Q4 2015 | 10 |
Sound View Wealth Advisors Group, LLC | 4 | 3 | 0.03% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2015 | 10 |
SAL Trading, LLC | 5 | 5 | 0.14% | 2.30% | 6.16% | Q4 2021 | Q4 2022 | 10 |
Keudell/Morrison Wealth Management | 9 | 1 | 0.11% | 0.23% | 0.30% | Q3 2019 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.01% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
International Value Advisers | 10 | 10 | 0.41% | 2.85% | 4.88% | Q2 2013 | Q3 2015 | 10 |
HBK INVESTMENTS L P | 5 | 1 | 0.01% | 0.05% | 0.11% | Q1 2016 | Q2 2018 | 10 |
Family Legacy, Inc. | 7 | 1 | 0.12% | 0.19% | 0.24% | Q1 2017 | Q4 2019 | 10 |
CNB Bank | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q3 2020 | 10 |
Prospera Financial Services Inc | 4 | 1 | 0.00% | 0.08% | 0.21% | Q1 2014 | Q3 2023 | 10 |
Fiera Capital Corp | 6 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 10 |
CROFT-LEOMINSTER INC | 10 | 10 | 0.54% | 0.63% | 0.70% | Q3 2015 | Q4 2017 | 10 |
Ionic Capital Management LLC | 3 | 1 | 0.00% | 0.46% | 1.18% | Q2 2013 | Q2 2019 | 10 |
TRUST CO OF VIRGINIA /VA | 10 | 10 | 0.07% | 0.46% | 0.62% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Baker Ellis Asset Management LLC | 10 | 10 | 0.06% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CONNORS INVESTOR SERVICES INC | 7 | 1 | 0.03% | 0.04% | 0.07% | Q3 2014 | Q3 2017 | 10 |
Renasant Bank | 10 | 10 | 0.16% | 0.54% | 0.76% | Q2 2021 | Q3 2023 | 10 |
MAI Capital Management | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 10 |
Annex Advisory Services, LLC | 7 | 2 | 0.18% | 0.22% | 0.25% | Q4 2017 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.19% | 0.33% | 0.42% | Q2 2013 | Q2 2015 | 9 |
Burleson & Company, LLC | 9 | 9 | 0.20% | 0.43% | 0.69% | Q4 2017 | Q4 2019 | 9 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5 | 4 | 0.01% | 0.08% | 0.14% | Q4 2016 | Q3 2023 | 9 |
Nuveen Fund Advisors, LLC | 9 | 9 | 0.19% | 0.25% | 0.30% | Q2 2016 | Q2 2018 | 9 |
Larson Financial Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q1 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q2 2023 | 9 |
Independence Trust CO | 9 | 9 | 0.18% | 0.23% | 0.29% | Q2 2013 | Q2 2015 | 9 |
Mondrian Investment Partners LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
Semper Trust Co. | 9 | 9 | 0.10% | 0.18% | 0.31% | Q2 2013 | Q2 2015 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 0.56% | 1.92% | 2.71% | Q4 2017 | Q4 2019 | 9 |
MHI Funds, LLC | 9 | 9 | 2.33% | 2.74% | 3.15% | Q4 2017 | Q4 2019 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
Columbus Macro, LLC | 9 | 9 | 0.55% | 0.68% | 0.83% | Q3 2021 | Q3 2023 | 9 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2022 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PRENTISS SMITH & CO INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CARILLON TOWER ADVISERS, INC. | 9 | 9 | 0.13% | 0.14% | 0.18% | Q4 2017 | Q4 2019 | 9 |
Huber Capital Management LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 9 |
FOUNDERS FINANCIAL SECURITIES LLC | 4 | 1 | 0.24% | 0.32% | 0.36% | Q2 2017 | Q1 2020 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 9 |
Aptus Capital Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 2 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 9 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.02% | 0.27% | 1.08% | Q1 2016 | Q4 2020 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 9 | 0.01% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.04% | 1.27% | 1.80% | Q4 2017 | Q4 2019 | 9 |
MYCIO WEALTH PARTNERS, LLC | 6 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 9 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 0.27% | 0.34% | 0.38% | Q4 2021 | Q4 2023 | 9 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 9 |
Perigon Wealth Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.08% | Q3 2011 | Q3 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CHIRON CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.19% | 0.34% | 0.48% | Q3 2020 | Q3 2022 | 9 |
Soros Fund Management | 8 | 1 | 0.05% | 0.10% | 0.18% | Q2 2019 | Q2 2022 | 9 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.21% | 0.58% | Q4 2014 | Q3 2018 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Majedie Asset Management Ltd | 9 | 9 | 0.59% | 0.79% | 1.08% | Q1 2020 | Q1 2022 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 9 | 9 | 0.08% | 0.38% | 0.49% | Q3 2021 | Q3 2023 | 9 |
Cedar Brook Financial Partners, LLC | 5 | 4 | 0.08% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 9 |
KING INVESTMENT ADVISORS INC/TX | 9 | 9 | 0.32% | 0.42% | 0.53% | Q2 2013 | Q2 2015 | 9 |
CIBC BANK USA | 5 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2019 | 9 |
Hawkins Capital L.P. | 9 | 9 | 1.04% | 2.26% | 4.38% | Q4 2015 | Q4 2017 | 9 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 9 |
Boit C F David | 5 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Stack Financial Management, Inc | 9 | 9 | 0.85% | 1.11% | 1.40% | Q3 2020 | Q3 2022 | 9 |
Credit Capital Investments LLC | 7 | 2 | 0.47% | 0.86% | 1.35% | Q1 2021 | Q2 2023 | 9 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CVA Family Office, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Strategic Global Advisors, LLC | 8 | 8 | 0.10% | 0.13% | 0.15% | Q1 2020 | Q4 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Tortoise Investment Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2022 | 8 |
Americana Partners, LLC | 7 | 1 | 0.01% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 8 |
Wealth Alliance | 8 | 8 | 0.09% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Greenwich Wealth Management LLC | 8 | 8 | 0.51% | 0.69% | 0.93% | Q2 2013 | Q1 2015 | 8 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 8 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 8 |
Knott David M Jr | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.24% | 0.36% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Sippican Capital Advisors | 4 | 4 | 0.20% | 0.26% | 0.39% | Q3 2014 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.11% | 0.77% | 1.47% | Q4 2021 | Q3 2023 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.00% | 0.07% | 0.18% | Q4 2013 | Q3 2015 | 8 |
Mork Capital Management, LLC | 4 | 4 | 0.60% | 0.77% | 1.00% | Q4 2017 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.32% | 0.47% | 0.86% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 4.78% | 5.32% | 5.97% | Q2 2013 | Q1 2015 | 8 |
LGT Group Foundation | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 3.41% | 4.28% | 5.01% | Q1 2013 | Q4 2014 | 8 |
Cubist Systematic Strategies, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GRIFFIN ASSET MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.26% | 0.62% | 1.63% | Q4 2021 | Q3 2023 | 8 |
OneAscent Financial Services LLC | 6 | 1 | 0.17% | 0.28% | 0.66% | Q2 2019 | Q4 2021 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.01% | 0.77% | 1.35% | Q3 2018 | Q2 2020 | 8 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.03% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.13% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 8 |
Donoghue Forlines LLC | 8 | 8 | 0.18% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Caption Management, LLC | 4 | 2 | 0.04% | 0.12% | 0.36% | Q4 2019 | Q4 2022 | 8 |
ARGENT TRUST Co | 5 | 3 | 0.08% | 0.25% | 0.40% | Q4 2014 | Q1 2018 | 8 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.06% | 0.28% | Q2 2015 | Q1 2019 | 8 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q4 2020 | 8 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 8 |
Energy Income Partners, LLC | 8 | 8 | 0.08% | 0.66% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Global Wealth Management Investment Advisory, Inc. | 8 | 8 | 0.00% | 0.03% | 0.16% | Q4 2018 | Q3 2020 | 8 |
Community Bank & Trust, Waco, Texas | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2015 | Q3 2017 | 8 |
MayTech Global Investments, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Telemetry Investments, L.L.C. | 8 | 8 | 0.32% | 0.39% | 0.48% | Q4 2020 | Q3 2022 | 8 |
Semmax Financial Advisors Inc. | 8 | 8 | 0.00% | 0.10% | 0.45% | Q4 2018 | Q3 2020 | 8 |
Catalyst Capital Advisors LLC | 6 | 2 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q2 2015 | 8 |
Capital Advantage, Inc. | 4 | 4 | 0.08% | 0.19% | 0.80% | Q2 2018 | Q2 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Westbourne Investment Advisors, Inc. | 6 | 2 | 0.22% | 0.56% | 0.89% | Q2 2015 | Q3 2017 | 8 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2020 | 8 |
Wills Financial Group, Inc. | 8 | 8 | 0.29% | 0.89% | 1.24% | Q4 2013 | Q3 2015 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2017 | 8 |
WoodTrust Financial Corp | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MEITAV INVESTMENT HOUSE LTD | 8 | 8 | 0.01% | 0.09% | 0.17% | Q4 2018 | Q3 2020 | 8 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Principal Street Partners, LLC | 7 | 1 | 0.06% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 8 |
COMERICA SECURITIES INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2018 | 8 |
MidWestOne Financial Group, Inc. | 4 | 2 | 0.06% | 0.12% | 0.30% | Q2 2019 | Q2 2023 | 8 |
Cox Capital Mgt LLC | 8 | 8 | 1.20% | 1.63% | 2.06% | Q2 2018 | Q1 2020 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.05% | 0.08% | 0.19% | Q4 2014 | Q3 2016 | 8 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 5 | 3 | 0.14% | 0.24% | 0.32% | Q2 2013 | Q2 2015 | 8 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 8 |
CSS LLC/IL | 7 | 1 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.05% | 0.13% | Q1 2019 | Q3 2021 | 8 |
Beacon Pointe Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Altshuler Shaham Ltd | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
RMR Wealth Builders | 3 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 8 |
Eudaimonia Partners, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
GQG Partners LLC | 7 | 1 | 0.00% | 0.06% | 0.47% | Q2 2021 | Q3 2023 | 8 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 8 | 8 | 0.06% | 0.57% | 0.79% | Q1 2018 | Q4 2019 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Holistic Financial Partners | 6 | 2 | 0.11% | 0.23% | 0.29% | Q4 2017 | Q4 2019 | 8 |
ICON ADVISERS INC/CO | 8 | 8 | 0.11% | 0.68% | 1.31% | Q3 2017 | Q2 2019 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Invenomic Capital Management LP | 4 | 3 | 0.06% | 0.57% | 1.30% | Q4 2019 | Q1 2023 | 7 |
Clark Capital Management Group, Inc. | 5 | 2 | 0.06% | 0.12% | 0.15% | Q2 2015 | Q2 2017 | 7 |
Friedberg Investment Management | 6 | 1 | 0.10% | 0.13% | 0.19% | Q2 2014 | Q3 2016 | 7 |
Franklin Square Holdings, L.P. | 7 | 7 | 0.36% | 1.31% | 2.70% | Q1 2017 | Q3 2018 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
Perennial Advisors, LLC | 6 | 1 | 0.07% | 0.10% | 0.21% | Q4 2016 | Q4 2018 | 7 |
Stanford Investment Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.50% | 0.60% | 0.71% | Q3 2017 | Q1 2019 | 7 |
Syverson Strege & Co | 7 | 7 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q1 2023 | 7 |
JACOBS & CO/CA | 7 | 7 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q4 2014 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 7 |
TOTH FINANCIAL ADVISORY CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
EDGE ASSET MANAGEMENT, INC | 7 | 7 | 0.12% | 0.73% | 0.98% | Q2 2013 | Q4 2014 | 7 |
VOYA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.01% | 0.11% | 0.25% | Q2 2014 | Q4 2015 | 7 |
BAINCO INTERNATIONAL INVESTORS | 6 | 1 | 0.00% | 0.66% | 1.15% | Q2 2018 | Q4 2020 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 2 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q1 2023 | 7 |
CATAWBA CAPITAL MANAGEMENT /VA | 5 | 2 | 0.05% | 0.07% | 0.10% | Q1 2014 | Q2 2018 | 7 |
BlackRock Japan Co. Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
USCA RIA LLC | 5 | 2 | 0.02% | 0.09% | 0.22% | Q4 2017 | Q1 2020 | 7 |
HoyleCohen, LLC | 7 | 7 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q1 2022 | 7 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 7 | 7 | 0.88% | 1.35% | 1.80% | Q4 2017 | Q2 2019 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
DC Investments Management, LLC | 7 | 7 | 0.13% | 0.27% | 0.60% | Q4 2017 | Q2 2019 | 7 |
Pekin Hardy Strauss, Inc. | 7 | 7 | 0.10% | 0.19% | 0.26% | Q2 2018 | Q4 2019 | 7 |
Edge Wealth Management LLC | 7 | 7 | 0.01% | 0.07% | 0.14% | Q3 2016 | Q1 2018 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2018 | Q3 2019 | 7 |
HITE Hedge Asset Management LLC | 6 | 1 | 0.16% | 0.65% | 1.49% | Q1 2020 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Forum Financial Management, LP | 6 | 1 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.48% | 1.28% | 1.62% | Q1 2022 | Q3 2023 | 7 |
Segment Wealth Management, LLC | 6 | 1 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q4 2019 | 7 |
Willingdon Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 7 |
Optiver Holding B.V. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
CHILDRESS CAPITAL ADVISORS, LLC | 7 | 7 | 0.16% | 0.28% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Convergence Investment Partners, LLC | 6 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2018 | 7 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.00% | 0.24% | 1.58% | Q2 2013 | Q4 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.10% | 0.14% | 0.18% | Q3 2021 | Q1 2023 | 7 |
GRATRY & Co LLC | 7 | 7 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q4 2014 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.11% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.08% | 1.01% | 1.90% | Q4 2013 | Q2 2015 | 7 |
Arkadios Wealth Advisors | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q2 2021 | 7 |
RONALD BLUE & CO LLC | 4 | 3 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2015 | 7 |
Zions Trust, National Association | 7 | 7 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2015 | 7 |
MANAGED ASSET PORTFOLIOS, LLC | 7 | 7 | 1.87% | 2.36% | 2.79% | Q4 2013 | Q2 2015 | 7 |
Marcum Wealth, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
FIRST MERCANTILE TRUST CO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.08% | 0.15% | 0.19% | Q4 2016 | Q3 2018 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Quilter Plc | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Adalta Capital Management LLC | 7 | 7 | 0.19% | 0.20% | 0.21% | Q1 2017 | Q3 2018 | 7 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.05% | 0.12% | 0.22% | Q4 2014 | Q1 2019 | 7 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 7 |
Aspire Private Capital, LLC | 4 | 3 | 0.01% | 0.11% | 0.22% | Q4 2018 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 4 | 1 | 0.04% | 0.13% | 0.23% | Q1 2019 | Q3 2023 | 7 |
Claro Advisors LLC | 5 | 2 | 0.15% | 0.30% | 0.38% | Q4 2018 | Q3 2020 | 7 |
Kavar Capital Partners, LLC | 7 | 7 | 0.45% | 0.79% | 1.02% | Q4 2013 | Q2 2015 | 7 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 5 | 2 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q2 2018 | 7 |
PLIMOTH TRUST CO LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q4 2017 | Q2 2019 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q2 2019 | 7 |
STEWART WEST INDIES TRADING CO., LTD | 7 | 7 | 0.18% | 0.23% | 0.27% | Q2 2013 | Q4 2014 | 7 |
Versant Capital Management, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 7 |
Belvedere Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Certified Advisory Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 7 |
InterOcean Capital, LLC | 7 | 7 | 0.51% | 0.99% | 1.33% | Q2 2013 | Q4 2014 | 7 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.86% | 2.40% | Q2 2013 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.29% | 0.38% | 0.46% | Q2 2013 | Q4 2014 | 7 |
Exchange Capital Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 7 |
Employees Retirement System of Texas | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
Ellevest, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 7 |
Sterling Capital Management LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 7 |
Strategic Wealth Partners, Ltd. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Lee Financial Co | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 7 |
Crescent Grove Advisors, LLC | 4 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 7 |
Brown Advisory Securities, LLC | 7 | 7 | 0.09% | 0.24% | 0.44% | Q2 2013 | Q4 2014 | 7 |
REIK & CO., LLC | 7 | 7 | 0.07% | 0.12% | 0.18% | Q4 2013 | Q2 2015 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2021 | 7 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.04% | 0.11% | Q1 2017 | Q3 2017 | 7 |
BECKER CAPITAL MANAGEMENT INC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 6 |
Commonwealth Financial Services, LLC | 4 | 2 | 0.00% | 0.23% | 0.38% | Q4 2014 | Q1 2017 | 6 |
PATTON ALBERTSON MILLER GROUP, LLC | 5 | 1 | 0.01% | 0.12% | 0.20% | Q2 2013 | Q3 2018 | 6 |
EULAV Asset Management | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Pendal Group Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
JCIC Asset Management Inc. | 5 | 1 | 0.00% | 0.59% | 0.93% | Q1 2019 | Q4 2021 | 6 |
Chicago Partners Investment Group LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2018 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.41% | 0.51% | 0.77% | Q2 2013 | Q3 2014 | 6 |
Capital Wealth Planning, LLC | 3 | 1 | 0.01% | 0.04% | 0.15% | Q3 2013 | Q3 2023 | 6 |
CFS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Waverly Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q4 2017 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.18% | 0.32% | Q2 2013 | Q3 2014 | 6 |
SVA Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2020 | 6 |
Hollow Brook Wealth Management LLC | 6 | 6 | 0.80% | 0.90% | 1.03% | Q2 2022 | Q3 2023 | 6 |
Formidable Asset Management, LLC | 3 | 1 | 0.08% | 0.12% | 0.22% | Q4 2013 | Q1 2019 | 6 |
Cordasco Financial Network | 5 | 1 | 0.00% | 0.08% | 0.10% | Q1 2017 | Q3 2019 | 6 |
Fosun International Ltd | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
Northeast Financial Consultants Inc | 5 | 1 | 0.01% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.05% | 0.08% | 0.11% | Q1 2014 | Q2 2015 | 6 |
Lombard Odier & Cie (Canada), Limited Partnership | 6 | 6 | 0.12% | 1.28% | 2.49% | Q4 2013 | Q1 2015 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q2 2017 | 6 |
Solus Alternative Asset Management LP | 6 | 6 | 1.38% | 4.06% | 6.38% | Q1 2021 | Q2 2022 | 6 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.08% | 0.42% | Q3 2019 | Q3 2023 | 6 |
AllSquare Wealth Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 6 |
Integrated Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Roble, Belko & Company, Inc | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q2 2020 | 6 |
Lido Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2015 | Q3 2016 | 6 |
Krilogy Financial LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2018 | 6 |
Klingman & Associates, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Tradewinds Global Investors, LLC | 6 | 6 | 0.22% | 0.43% | 0.64% | Q2 2013 | Q3 2014 | 6 |
Ballentine Partners, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Asset Planning Services, Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.12% | 0.13% | 0.15% | Q3 2013 | Q4 2014 | 6 |
Mascoma Wealth Management LLC | 4 | 2 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2019 | 6 |
Cutler Capital Management, LLC | 5 | 1 | 0.13% | 0.26% | 0.36% | Q1 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MOODY LYNN & LIEBERSON, LLC | 5 | 1 | 0.07% | 0.88% | 1.20% | Q3 2013 | Q2 2015 | 6 |
Haverford Financial Services, Inc. | 6 | 6 | 0.09% | 0.16% | 0.19% | Q3 2013 | Q4 2014 | 6 |
Private Wealth Partners, LLC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2015 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q2 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 6 |
Buckley Wealth Management, LLC | 4 | 2 | 0.10% | 0.10% | 0.11% | Q4 2017 | Q2 2019 | 6 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.26% | 0.68% | Q2 2018 | Q1 2021 | 6 |
Secrest Blakey & Associates, LLC | 5 | 1 | 0.17% | 0.23% | 0.46% | Q2 2018 | Q4 2019 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 6 | 6 | 0.12% | 0.30% | 0.49% | Q1 2019 | Q2 2020 | 6 |
GARRISON POINT ADVISORS, LLC | 6 | 6 | 0.27% | 0.42% | 0.55% | Q4 2018 | Q1 2020 | 6 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2022 | 6 |
Bay Harbor Wealth Management, LLC | 4 | 1 | 0.00% | 0.09% | 0.15% | Q4 2018 | Q4 2020 | 6 |
NAN FUNG TRINITY (HK) Ltd | 6 | 6 | 1.21% | 1.81% | 2.11% | Q2 2020 | Q3 2021 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 5 | 1 | 0.01% | 0.16% | 0.21% | Q4 2019 | Q3 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Prudent Man Advisors, LLC | 4 | 1 | 0.08% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 6 |
Destiny Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Thrive Capital Management, LLC | 6 | 6 | 0.22% | 0.38% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2022 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Covestor Ltd | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.41% | 1.89% | 2.16% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q3 2013 | Q4 2014 | 6 |
ADAMS NATURAL RESOURCES FUND, INC. | 5 | 1 | 0.24% | 0.72% | 0.99% | Q3 2018 | Q1 2022 | 6 |
DEERE & CO | 5 | 1 | 0.07% | 0.08% | 0.10% | Q3 2013 | Q3 2016 | 6 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.25% | 1.37% | 2.63% | Q2 2013 | Q3 2014 | 6 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 6 | 6 | 0.59% | 0.67% | 0.76% | Q1 2018 | Q2 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Hardman Johnston Global Advisors LLC | 6 | 6 | 0.64% | 0.66% | 0.73% | Q1 2016 | Q2 2017 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.07% | 0.11% | 0.13% | Q2 2013 | Q3 2014 | 6 |
GATEWAY INVESTMENT ADVISERS LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Gruss & Co., LLC | 6 | 6 | 1.85% | 2.20% | 2.46% | Q2 2013 | Q3 2014 | 6 |
Avantax Planning Partners, Inc. | 5 | 1 | 0.01% | 0.07% | 0.10% | Q1 2017 | Q3 2018 | 6 |
SENTINEL ASSET MANAGEMENT, INC. | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q3 2014 | 6 |
ORRSTOWN FINANCIAL SERVICES INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
WASHINGTON TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 6 |
Atlantic Union Bankshares Corp | 5 | 1 | 0.55% | 0.65% | 0.74% | Q1 2014 | Q3 2015 | 6 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.12% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Granahan Investment Management | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
BALDWIN BROTHERS LLC/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 6 |
Bluefin Trading, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2017 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2010 | Q1 2015 | 5 |
Calvert Investment Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Roof Eidam Maycock Peralta, LLC | 3 | 2 | 0.31% | 0.61% | 1.06% | Q4 2014 | Q2 2019 | 5 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q2 2020 | 5 |
SENTINEL TRUST CO LBA | 3 | 2 | 0.06% | 0.10% | 0.19% | Q4 2013 | Q2 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Nelson Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
NORTHSTAR WEALTH PARTNERS LLC | 3 | 2 | 0.09% | 0.13% | 0.17% | Q1 2018 | Q2 2019 | 5 |
Sterling Investment Advisors, Ltd. | 3 | 2 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q2 2022 | 5 |
STUYVESANT CAPITAL MANAGEMENT | 5 | 5 | 0.76% | 1.05% | 1.19% | Q4 2017 | Q4 2018 | 5 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 5 |
Selective Wealth Management, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Andesa Financial Management Inc. | 5 | 5 | 0.32% | 0.37% | 0.42% | Q4 2018 | Q4 2019 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
LUCAS CAPITAL MANAGEMENT | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2013 | Q3 2014 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.02% | 0.24% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.03% | 0.07% | 0.13% | Q2 2018 | Q3 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
TRUST CO OF OKLAHOMA | 3 | 2 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q3 2018 | 5 |
LITTLE HOUSE CAPITAL LLC | 5 | 5 | 0.05% | 0.35% | 0.44% | Q4 2018 | Q4 2019 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 5 |
Delek Group, Ltd. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
Lehman Financial Resources, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.28% | 0.52% | 0.84% | Q3 2014 | Q3 2015 | 5 |
WELCH & FORBES LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 5 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 5 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q1 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q2 2014 | 5 |
D.B. Root & Company, LLC | 5 | 5 | 0.08% | 0.13% | 0.20% | Q1 2020 | Q1 2021 | 5 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 5 |
CX Institutional | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Citizens National Bank Trust Department | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 5 | 0.06% | 0.09% | 0.11% | Q3 2014 | Q3 2015 | 5 |
St. James Investment Company, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.05% | 0.11% | 0.15% | Q4 2016 | Q4 2017 | 5 |
Blueprint Investment Partners LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q1 2023 | 5 |
Concord Wealth Partners | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Sutton Wealth Advisors Inc. | 3 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.07% | 0.10% | 0.15% | Q3 2019 | Q3 2020 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q4 2013 | 5 |
Elequin Capital, LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2015 | 5 |
SIR Capital Management, L.P. | 5 | 5 | 1.24% | 1.66% | 2.05% | Q2 2022 | Q2 2023 | 5 |
DF DENT & CO INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.16% | 0.28% | Q1 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.08% | 0.10% | 0.14% | Q1 2015 | Q1 2016 | 5 |
Gryphon Financial Partners LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2021 | 5 |
Riggs Asset Managment Co. Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
AMP Capital Investors Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 5 |
WEST BANCORPORATION INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 5 |
ICONIQ Capital, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2015 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.01% | 0.13% | 0.36% | Q3 2022 | Q3 2023 | 5 |
ROBERTS GLORE & CO INC /IL/ | 5 | 5 | 0.25% | 0.33% | 0.37% | Q2 2013 | Q2 2014 | 5 |
Ashfield Capital Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.54% | 0.67% | 0.84% | Q3 2022 | Q3 2023 | 5 |
IEQ CAPITAL, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Riverview Trust Co | 4 | 1 | 0.10% | 0.32% | 0.40% | Q4 2018 | Q3 2023 | 5 |
CHANNING GLOBAL ADVISORS, LLC | 5 | 5 | 0.05% | 0.30% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Orion Capital Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 5 | 0.03% | 0.07% | 0.09% | Q1 2013 | Q1 2014 | 5 |
HOHIMER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.97% | 1.09% | 1.28% | Q3 2022 | Q3 2023 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.06% | 0.10% | 0.16% | Q4 2017 | Q4 2018 | 5 |
Cornerstone Wealth Group, LLC | 5 | 5 | 0.60% | 0.66% | 0.80% | Q3 2019 | Q3 2020 | 5 |
Your Advocates Ltd., LLP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q3 2020 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Lloyd Advisory Services, LLC. | 3 | 2 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q1 2022 | 5 |
Stamos Capital Partners, L.P. | 5 | 5 | 0.53% | 0.80% | 1.08% | Q1 2022 | Q1 2023 | 5 |
IBERIABANK CORP | 2 | 1 | 0.04% | 0.13% | 0.20% | Q1 2013 | Q3 2018 | 5 |
Berkeley Capital Partners, LLC | 4 | 1 | 0.14% | 0.20% | 0.25% | Q1 2019 | Q2 2020 | 5 |
MANNING & NAPIER ADVISORS LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
SCHARF INVESTMENTS, LLC | 5 | 5 | 2.06% | 2.33% | 2.55% | Q2 2013 | Q2 2014 | 5 |
Temasek Holdings (Private) Ltd | 5 | 5 | 0.17% | 0.17% | 0.18% | Q4 2018 | Q4 2019 | 5 |
CHEMICAL BANK | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.88% | 1.01% | 1.26% | Q2 2013 | Q2 2014 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2018 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q1 2023 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q4 2014 | 5 |
Alpha Cubed Investments, LLC | 5 | 5 | 0.04% | 1.27% | 1.91% | Q2 2016 | Q2 2017 | 5 |
Global Assets Advisory, LLC | 4 | 1 | 0.21% | 0.33% | 0.54% | Q2 2022 | Q3 2023 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 5 |
COUNTRY TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 5 |
East Coast Asset Management, LLC. | 5 | 5 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q2 2014 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Parasol Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Salient Capital Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 5 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q3 2016 | Q2 2017 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Atlas Private Wealth Advisors | 2 | 1 | 0.00% | 0.15% | 0.58% | Q2 2020 | Q3 2023 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.10% | 0.36% | 0.52% | Q4 2017 | Q3 2018 | 4 |
CLOVERFIELDS CAPITAL GROUP, LP | 4 | 4 | 0.20% | 0.62% | 1.19% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.14% | 0.23% | Q1 2021 | Q1 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
EAGLE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 4 |
Dominick & Dominick LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q1 2014 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.07% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
INVESTORS TRUST INC | 4 | 4 | 0.30% | 0.37% | 0.46% | Q4 2013 | Q3 2014 | 4 |
LSP Investment Advisors, LLC | 4 | 4 | 6.46% | 10.86% | 14.42% | Q3 2020 | Q2 2021 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Nexus Investment Management ULC | 3 | 1 | 0.04% | 0.06% | 0.06% | Q2 2013 | Q2 2014 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Edge Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 0.00% | 0.31% | 1.23% | Q4 2021 | Q3 2022 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.67% | 0.83% | 0.95% | Q2 2022 | Q1 2023 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Tillar-Wenstrup Advisors, LLC | 4 | 4 | 1.97% | 2.03% | 2.08% | Q4 2013 | Q3 2014 | 4 |
Alan B Lancz & Associates, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q1 2023 | 4 |
Schubert & Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.24% | 0.28% | 0.33% | Q2 2013 | Q3 2014 | 4 |
COWEN INC. | 3 | 3 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q4 2018 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.70% | 1.32% | 1.95% | Q4 2022 | Q3 2023 | 4 |
BANK HAPOALIM BM | 4 | 4 | 0.12% | 0.16% | 0.22% | Q4 2013 | Q3 2014 | 4 |
Biechele Royce Advisors | 4 | 4 | 0.46% | 2.66% | 3.66% | Q4 2017 | Q3 2018 | 4 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CARLSON CAPITAL L P | 2 | 1 | 0.07% | 0.41% | 0.86% | Q2 2016 | Q4 2020 | 4 |
BEACH INVESTMENT COUNSEL INC/PA | 3 | 1 | 0.04% | 0.83% | 1.62% | Q1 2013 | Q2 2022 | 4 |
Elmwood Wealth Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 4 |
America First Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 4 |
American Assets Investment Management, LLC | 4 | 4 | 0.96% | 1.04% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 4 |
CAPITAL ADVISORS INC/OK | 3 | 1 | 0.04% | 1.11% | 1.77% | Q2 2013 | Q1 2015 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
PDS Planning, Inc | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HHG & Company, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q1 2014 | Q4 2014 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.09% | 0.24% | Q4 2019 | Q4 2021 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.17% | 0.67% | Q2 2019 | Q4 2020 | 4 |
SMITH CHAS P & ASSOCIATES PA CPAS | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2019 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 1 | 0.08% | 0.13% | 0.18% | Q2 2016 | Q3 2018 | 4 |
Valentine Capital Asset Management, Inc. | 4 | 4 | 0.41% | 0.48% | 0.54% | Q1 2012 | Q4 2012 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 3 | 0.06% | 0.28% | 0.63% | Q3 2016 | Q1 2017 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.15% | 0.26% | 0.32% | Q4 2017 | Q3 2018 | 4 |
Ascent Wealth Partners, LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2013 | Q3 2014 | 4 |
CIDEL ASSET MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2017 | 4 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 4 |
Westchester Capital Management, Inc. | 4 | 4 | 3.51% | 3.73% | 4.03% | Q2 2013 | Q1 2014 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q4 2019 | 4 |
ARROWGRASS CAPITAL PARTNERS LLP | 4 | 4 | 1.23% | 2.52% | 4.47% | Q4 2016 | Q3 2017 | 4 |
SPROTT INC. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
NATIONAL PLANNING CORP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2017 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Allred Capital Management, LLC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q1 2019 | Q1 2021 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.39% | 0.74% | 1.45% | Q4 2013 | Q3 2015 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
TUDOR INVESTMENT CORP ET AL | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.22% | 0.27% | 0.35% | Q4 2018 | Q3 2019 | 4 |
SMITH SHELLNUT WILSON LLC /ADV | 4 | 4 | 0.27% | 0.28% | 0.30% | Q4 2016 | Q3 2017 | 4 |
TOWER TRUST Co | 4 | 4 | 0.45% | 0.58% | 0.73% | Q2 2013 | Q1 2014 | 4 |
JANUS HENDERSON GROUP PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.65% | 0.87% | 1.12% | Q1 2017 | Q4 2017 | 4 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2018 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.06% | 0.14% | 0.20% | Q1 2019 | Q4 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bremer Bank National Association | 4 | 4 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q4 2019 | 4 |
Weatherstone Capital Management | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q2 2014 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 1 | 0.04% | 0.11% | 0.18% | Q4 2013 | Q1 2016 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CITY NATIONAL BANK | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.17% | 0.18% | 0.19% | Q1 2019 | Q4 2019 | 4 |
HBK Sorce Advisory LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 4 |
Van Hulzen Asset Management, LLC | 3 | 1 | 0.09% | 0.16% | 0.30% | Q4 2017 | Q4 2018 | 4 |
GAM Holding AG | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q2 2017 | 4 |
HAMEL ASSOCIATES, INC. | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2013 | Q3 2014 | 4 |
Carnegie Capital Asset Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 4 |
Halpern Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 1.40% | 1.55% | 1.69% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.27% | 0.32% | 0.39% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.37% | 0.41% | 0.47% | Q4 2022 | Q3 2023 | 4 |
HWG Holdings LP | 4 | 4 | 0.42% | 0.55% | 0.86% | Q2 2018 | Q1 2019 | 4 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 3 | 1 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q4 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.42% | 0.48% | 0.54% | Q4 2022 | Q3 2023 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.15% | 0.23% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.41% | 0.45% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.03% | 0.14% | 0.45% | Q3 2014 | Q4 2022 | 4 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q2 2022 | 4 |
Resonant Capital Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 1.12% | 1.20% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.14% | 0.34% | 0.55% | Q4 2022 | Q3 2023 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q2 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.02% | 0.07% | 0.14% | Q4 2021 | Q2 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.42% | 0.46% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Intersect Capital LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q2 2022 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 3 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Hiddenite Capital Partners LP | 2 | 2 | 1.85% | 2.04% | 2.30% | Q1 2022 | Q2 2022 | 3 |
NATIXIS | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Abundance Wealth Counselors | 3 | 3 | 0.15% | 0.22% | 0.31% | Q1 2023 | Q3 2023 | 3 |
IMS Capital Management | 2 | 1 | 0.04% | 0.45% | 1.05% | Q2 2013 | Q3 2018 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.17% | 0.34% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Edge Capital Group, LLC | 2 | 1 | 0.01% | 0.10% | 0.27% | Q4 2021 | Q1 2023 | 3 |
Diametric Capital, LP | 3 | 3 | 1.29% | 1.64% | 2.23% | Q2 2019 | Q4 2019 | 3 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.18% | 0.32% | 0.45% | Q2 2013 | Q2 2014 | 3 |
Value Partners Investments Inc. | 2 | 1 | 0.04% | 0.34% | 0.53% | Q4 2019 | Q3 2020 | 3 |
CHOREO, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CHILTON INVESTMENT CO INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
RUSSELL FRANK CO/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 3 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Perkins Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ING GROEP NV | 3 | 3 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2013 | 3 |
CSat Investment Advisory, L.P. | 2 | 1 | 0.03% | 0.16% | 0.23% | Q4 2019 | Q3 2020 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Braver Wealth Management, LLC | 2 | 1 | 0.31% | 0.37% | 0.40% | Q1 2014 | Q4 2014 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 3 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
1ST SOURCE BANK | 2 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q2 2014 | 3 |
TVR Capital Management LP | 3 | 3 | 0.73% | 2.01% | 3.54% | Q2 2017 | Q4 2017 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
YCG, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
White Lighthouse Investment Management Inc. | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q3 2018 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.10% | 0.16% | Q4 2017 | Q4 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIL Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
InTrack Investment Management Inc | 3 | 3 | 0.43% | 0.51% | 0.60% | Q2 2023 | Q4 2023 | 3 |
MUFG Securities EMEA plc | 3 | 3 | 1.02% | 2.40% | 4.94% | Q2 2022 | Q4 2022 | 3 |
NorthCoast Asset Management LLC | 2 | 1 | 0.17% | 0.20% | 0.23% | Q2 2013 | Q3 2014 | 3 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q1 2015 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Stonebridge Financial Planning Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q2 2020 | 3 |
FCA CORP /TX | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q4 2013 | 3 |
RPg Family Wealth Advisory, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 3 |
Martin Investment Management, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q4 2013 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 3 |
Hugh Johnson Advisors LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2014 | Q3 2014 | 3 |
Perpetual Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
Ruggie Capital Group | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
CAMBRIDGE TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2019 | Q3 2019 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
DESCHAINE & COMPANY, LLC | 3 | 3 | 2.30% | 2.33% | 2.36% | Q4 2014 | Q2 2015 | 3 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.26% | 0.44% | Q3 2018 | Q2 2020 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.22% | 0.31% | 0.47% | Q1 2023 | Q3 2023 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.25% | 0.54% | 1.11% | Q4 2020 | Q4 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 3 |
Citizens Business Bank | 3 | 3 | 0.11% | 0.28% | 0.40% | Q4 2012 | Q2 2013 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Energy Opportunities Capital Management, LLC | 3 | 3 | 3.02% | 3.27% | 3.52% | Q2 2022 | Q4 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q4 2016 | 3 |
COWA, LLC | 2 | 1 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q3 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.24% | 0.79% | 1.07% | Q2 2014 | Q4 2014 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.02% | 0.06% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Armbruster Capital Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 3 |
SCP Investment, LP | 3 | 3 | 0.31% | 0.42% | 0.55% | Q1 2019 | Q3 2019 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Rosenbaum Jay D. | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q2 2015 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 3 |
Brand Asset Management Group, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.07% | 0.17% | 0.35% | Q1 2016 | Q3 2016 | 3 |
PUZO MICHAEL J | 2 | 1 | 0.20% | 0.21% | 0.22% | Q4 2012 | Q4 2013 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.30% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
AXA S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 3 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 3 | 3 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q2 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
PVG ASSET MANAGEMENT CORP | 3 | 3 | 0.84% | 0.92% | 0.99% | Q1 2019 | Q3 2019 | 3 |
RFG Advisory, LLC | 3 | 3 | 0.05% | 0.07% | 0.07% | Q2 2018 | Q4 2018 | 3 |
Latitude Advisors, LLC | 1 | 1 | 0.05% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Paulson & Co. | 3 | 3 | 0.63% | 0.79% | 1.03% | Q2 2021 | Q4 2021 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
DEPRINCE RACE & ZOLLO INC | 3 | 3 | 0.50% | 0.52% | 0.53% | Q2 2013 | Q4 2013 | 3 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
McClarren Financial Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
WealthStone, Inc. | 2 | 1 | 0.04% | 0.13% | 0.24% | Q2 2019 | Q3 2020 | 3 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.16% | 0.28% | 0.36% | Q2 2013 | Q4 2013 | 3 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SYSTM Wealth Solutions LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
CONNING INC. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2017 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 3 |
ACIMA PRIVATE WEALTH, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Nationwide Fund Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Kooman & Associates | 2 | 1 | 0.11% | 0.15% | 0.22% | Q4 2022 | Q3 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 1 | 0.07% | 0.25% | 0.40% | Q2 2021 | Q2 2022 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.39% | 0.43% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.20% | 0.24% | 0.27% | Q4 2017 | Q1 2018 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 3.23% | 3.24% | 3.24% | Q1 2023 | Q2 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Cedar Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q2 2021 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Dalton Investments LLC | 2 | 2 | 3.49% | 3.52% | 3.56% | Q2 2023 | Q3 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Csenge Advisory Group | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2018 | Q4 2018 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 2 |
Deep Basin Capital LP | 2 | 2 | 0.30% | 0.64% | 0.97% | Q2 2020 | Q3 2020 | 2 |
L & S Advisors Inc | 1 | 1 | 0.82% | 1.34% | 1.85% | Q4 2015 | Q3 2016 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 2 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.19% | 0.25% | Q1 2021 | Q2 2022 | 2 |
PAYDEN & RYGEL | 2 | 2 | 1.10% | 1.23% | 1.36% | Q2 2014 | Q3 2014 | 2 |
Analyst IMS Investment Management Services Ltd. | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2014 | Q1 2015 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q2 2018 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q2 2019 | Q4 2019 | 2 |
Chesapeake Wealth Management | 2 | 2 | 0.15% | 0.21% | 0.27% | Q4 2018 | Q1 2019 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.13% | 0.16% | 0.19% | Q1 2019 | Q1 2019 | 2 |
SWS Partners | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q1 2018 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
NorthRock Partners, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Capital Planning Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2018 | Q1 2019 | 2 |
Dakota Wealth Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
West Branch Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Financial & Tax Architects, LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q2 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 2.16% | 2.20% | 2.25% | Q3 2019 | Q4 2019 | 2 |
Garde Capital, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 2 |
S. R. Schill & Associates | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2014 | Q1 2015 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier & Cie (Bahamas) Ltd | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q1 2014 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 2 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 2 |
FCG ADVISORS, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q2 2014 | 2 |
WADDELL & ASSOCIATES, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2014 | Q3 2014 | 2 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
APG Asset Management N.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.10% | 0.41% | 0.72% | Q2 2023 | Q3 2023 | 2 |
CERTUITY, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q4 2022 | 2 |
Argent Wealth Management LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2019 | Q1 2020 | 2 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.23% | Q1 2019 | Q4 2019 | 2 |
NWK Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.46% | 0.92% | Q1 2022 | Q2 2023 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2019 | Q2 2022 | 2 |
L1 Capital Pty Ltd | 2 | 2 | 3.57% | 6.23% | 8.89% | Q4 2022 | Q1 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q4 2022 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SPX Gestao de Recursos Ltda | 2 | 2 | 0.77% | 0.88% | 0.99% | Q2 2020 | Q3 2020 | 2 |
Private Capital Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Proquility Private Wealth Partners, LLC | 2 | 2 | 0.56% | 0.57% | 0.58% | Q1 2022 | Q2 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
McAdams Wright Ragen, Inc. | 2 | 2 | 0.63% | 0.67% | 0.71% | Q2 2013 | Q3 2013 | 2 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.13% | 0.20% | Q3 2014 | Q1 2023 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q3 2013 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q2 2016 | 2 |
Day & Ennis, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FSM Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q2 2023 | Q3 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2019 | 2 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 1.10% | 1.22% | 1.33% | Q2 2013 | Q4 2013 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.05% | 0.08% | 0.12% | Q4 2012 | Q4 2012 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.60% | 0.65% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Phillips Wealth Planners LLC | 1 | 1 | 0.89% | 0.93% | 0.96% | Q1 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
ARGENT TRUST COMPANY, N.A. | 2 | 2 | 0.19% | 0.28% | 0.37% | Q2 2013 | Q3 2013 | 2 |
SAROFIM FAYEZ | 1 | 1 | 1.43% | 1.45% | 1.47% | Q4 2012 | Q3 2013 | 2 |
Teilinger Capital Ltd. | 2 | 2 | 1.71% | 1.90% | 2.10% | Q4 2022 | Q1 2023 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 2 |
BANK OF THE WEST | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q4 2019 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2015 | Q3 2015 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.52% | 0.66% | 0.80% | Q2 2013 | Q3 2013 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 2 |
WESTPAC BANKING CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.12% | 0.21% | 0.29% | Q2 2016 | Q3 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
WESPAC Advisors, LLC | 1 | 1 | 0.38% | 0.56% | 0.74% | Q4 2019 | Q1 2021 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
KGH Ltd | 2 | 2 | 0.92% | 0.93% | 0.95% | Q3 2015 | Q4 2015 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q1 2014 | 2 |
New Harbor Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.42% | 0.43% | 0.44% | Q4 2014 | Q1 2015 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 2 |
Hoxton Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.11% | 0.14% | 0.18% | Q2 2022 | Q3 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q1 2022 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BARRETT & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q2 2019 | 2 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2021 | 2 |
StellarOne CORP | 2 | 2 | 0.84% | 0.93% | 1.01% | Q2 2013 | Q3 2013 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.67% | 0.75% | 0.83% | Q2 2013 | Q3 2013 | 2 |
MOSELEY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2019 | Q2 2019 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q1 2017 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2019 | 2 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q2 2014 | 2 |
Dorsey Wright & Associates | 2 | 2 | 1.12% | 1.15% | 1.17% | Q3 2018 | Q4 2018 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2017 | Q1 2018 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2014 | Q2 2014 | 2 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 2 | 2 | 1.62% | 1.68% | 1.75% | Q1 2015 | Q2 2015 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
swisspartners Advisors Ltd | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2021 | Q2 2021 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Arosa Capital Management LP | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2022 | Q3 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Sculati Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2015 | Q1 2015 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
HOURGLASS CAPITAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2018 | Q1 2018 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
Elgethun Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2016 | Q1 2016 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2022 | Q1 2022 | 1 |
Sensato Investors LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q4 2017 | Q4 2017 | 1 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2013 | Q2 2013 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PITCAIRN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Private Vista, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
OptiFour Integrated Wealth Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
RELIANCE TRUST CO | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2014 | Q2 2014 | 1 |
Sagefield Capital LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2023 | Q3 2023 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2014 | Q2 2014 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2016 | Q2 2016 | 1 |
Ally Financial Inc. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2013 | Q2 2013 | 1 |
Savant Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
INSTITUTIONAL CAPITAL LLC | 1 | 1 | 2.89% | 2.89% | 2.89% | Q4 2016 | Q4 2016 | 1 |
Winchester Group Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2016 | Q4 2016 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NORTHSTAR ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
PUBLIC INVESTMENT FUND | 1 | 1 | 2.27% | 2.27% | 2.27% | Q1 2020 | Q1 2020 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2015 | Q3 2015 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Capula Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Ranger International Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CURIAN CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Corsair Capital Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Filament LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CHEMUNG CANAL TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2015 | Q2 2015 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MENLO ADVISORS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
FLC Capital Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Sepio Capital, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2016 | Q3 2016 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2022 | Q2 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Verger Capital Management LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2022 | Q2 2022 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2016 | Q3 2016 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2019 | Q1 2019 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Bray Capital Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Cambrian Capital Limited Partnership | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2017 | Q3 2017 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TLWM | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2017 | Q2 2017 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Encompass Capital Advisors LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2023 | Q1 2023 | 1 |
Goodman Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WENDELL DAVID ASSOCIATES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Founders Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Sculptor Capital LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PointState Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
New Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Five Oceans Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Innova Wealth Partners | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Wedmont Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
J2 Capital Management Inc | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 2.61% | 2.61% | 2.61% | Q2 2022 | Q2 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Bank OZK | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Stumpf Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Addenda Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Doman Group, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2021 | Q4 2021 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Randolph Co Inc | 1 | 1 | 3.30% | 3.30% | 3.30% | Q2 2019 | Q2 2019 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2013 | Q2 2013 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2015 | Q4 2015 | 1 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2012 | Q1 2012 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2014 | Q2 2014 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2019 | Q2 2019 | 1 |
Coastline Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own TOTAL S A or have owned TOTAL S A in the past.