Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 123 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 99 |
Walleye Trading LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 89 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 86 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.05% | Q1 2012 | Q3 2023 | 68 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.03% | 0.12% | Q1 2009 | Q3 2023 | 59 |
Cutler Group LLC / CA | 11 | 3 | 0.00% | 0.00% | 0.10% | Q4 2015 | Q4 2022 | 57 |
JANE STREET GROUP, LLC | 30 | 1 | 0.00% | 0.06% | 0.48% | Q2 2014 | Q3 2023 | 57 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 52 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 52 |
Rehmann Capital Advisory Group | 35 | 15 | 0.04% | 0.10% | 0.27% | Q1 2011 | Q3 2023 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.01% | 0.01% | Q4 2010 | Q3 2022 | 48 |
TORONTO DOMINION BANK | 25 | 17 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.05% | 0.46% | Q1 2012 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 47 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.03% | 0.10% | 0.16% | Q2 2010 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 44 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.18% | 0.35% | Q2 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.28% | 0.62% | 0.92% | Q1 2013 | Q3 2023 | 43 |
SHUFRO ROSE & CO LLC | 42 | 1 | 0.06% | 0.27% | 0.56% | Q3 2012 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.04% | 0.20% | 0.47% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.01% | 0.20% | 0.38% | Q1 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 43 |
PEAK6 Group LLC | 12 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 43 | 43 | 0.64% | 0.94% | 2.32% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.04% | 0.17% | Q4 2012 | Q2 2023 | 43 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.31% | 0.56% | 1.30% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.08% | 0.19% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.03% | 1.41% | 2.25% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.05% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.06% | 0.34% | 0.80% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.01% | 0.32% | 0.92% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BONNESS ENTERPRISES INC | 42 | 42 | 1.59% | 2.60% | 3.43% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.06% | 0.71% | 1.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ANCHOR CAPITAL ADVISORS LLC | 42 | 42 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.21% | 0.29% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.04% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
CORDA Investment Management, LLC. | 42 | 42 | 0.90% | 2.10% | 3.82% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.04% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 0.04% | 0.94% | 1.30% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Tweedy, Browne Co LLC | 42 | 42 | 0.15% | 0.46% | 1.16% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.14% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.05% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.28% | 0.64% | 0.93% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisor Networks LLC | 21 | 21 | 0.01% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.01% | 0.19% | 0.59% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.10% | 0.32% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.10% | 0.54% | 1.45% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.03% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DODGE & COX | 42 | 42 | 0.00% | 0.06% | 0.50% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.08% | 0.54% | 0.96% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.26% | 0.35% | 0.40% | Q2 2013 | Q3 2023 | 42 |
GRANDFIELD & DODD, LLC | 42 | 42 | 0.33% | 1.07% | 2.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.08% | 0.14% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.43% | 0.59% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 42 | 42 | 0.13% | 0.43% | 1.11% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.04% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.04% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
COMMERCE BANK | 23 | 19 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Wallace Capital Management Inc. | 42 | 42 | 0.70% | 1.21% | 2.27% | Q2 2013 | Q3 2023 | 42 |
Welch Group, LLC | 42 | 42 | 1.75% | 2.33% | 2.70% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.51% | 0.86% | 1.11% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Richard C. Young & CO., LTD. | 42 | 42 | 0.79% | 1.75% | 2.54% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.55% | 1.53% | 2.36% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ZEVIN ASSET MANAGEMENT LLC | 42 | 42 | 0.07% | 2.96% | 6.39% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BEACON FINANCIAL GROUP | 41 | 41 | 0.26% | 0.45% | 0.65% | Q3 2013 | Q3 2023 | 41 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 34 | 7 | 0.03% | 0.71% | 1.06% | Q2 2013 | Q3 2023 | 41 |
Allworth Financial LP | 39 | 2 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 41 |
DAVIS R M INC | 41 | 41 | 0.01% | 1.02% | 1.46% | Q2 2013 | Q2 2023 | 41 |
WEIK CAPITAL MANAGEMENT | 41 | 41 | 0.39% | 0.70% | 1.05% | Q3 2013 | Q3 2023 | 41 |
Drexel Morgan & Co. | 41 | 41 | 0.31% | 0.79% | 1.16% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 41 |
Hartford Financial Management Inc. | 34 | 7 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Morningstar Investment Services LLC | 41 | 41 | 0.35% | 0.63% | 1.02% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Plante Moran Financial Advisors, LLC | 21 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.01% | 0.11% | 0.25% | Q4 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.04% | 0.09% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Court Place Advisors, LLC | 40 | 40 | 0.21% | 0.48% | 0.76% | Q4 2013 | Q3 2023 | 40 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 38 | 2 | 0.09% | 0.27% | 0.61% | Q2 2013 | Q3 2023 | 40 |
Timber Creek Capital Management LLC | 28 | 12 | 0.01% | 0.45% | 1.96% | Q2 2013 | Q3 2023 | 40 |
Narwhal Capital Management | 40 | 40 | 0.37% | 0.86% | 1.33% | Q4 2013 | Q3 2023 | 40 |
EXENCIAL WEALTH ADVISORS, LLC | 19 | 1 | 0.01% | 1.04% | 1.83% | Q1 2013 | Q3 2023 | 40 |
CIBC WORLD MARKET INC. | 39 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 40 | 40 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 40 |
Bollard Group LLC | 40 | 40 | 0.00% | 0.09% | 0.19% | Q4 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
FIDUCIARY MANAGEMENT INC /WI/ | 40 | 40 | 1.55% | 2.31% | 3.27% | Q4 2013 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.29% | 0.74% | 1.67% | Q4 2013 | Q3 2023 | 40 |
Hamilton Point Investment Advisors, LLC | 40 | 40 | 1.32% | 1.88% | 2.57% | Q4 2013 | Q3 2023 | 40 |
COOKE & BIELER LP | 24 | 15 | 0.00% | 0.29% | 0.96% | Q4 2013 | Q3 2023 | 39 |
COMERICA BANK | 38 | 1 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q2 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.12% | 0.32% | 0.61% | Q1 2014 | Q3 2023 | 39 |
BENNICAS & ASSOCIATES, INC. | 39 | 39 | 0.49% | 1.13% | 1.54% | Q2 2013 | Q4 2022 | 39 |
CITY HOLDING CO | 38 | 1 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.13% | 0.22% | Q1 2014 | Q3 2023 | 39 |
Texas Yale Capital Corp. | 39 | 39 | 0.10% | 0.17% | 0.22% | Q1 2014 | Q3 2023 | 39 |
Murphy Pohlad Asset Management LLC | 39 | 39 | 0.16% | 0.29% | 0.52% | Q1 2014 | Q3 2023 | 39 |
JARISLOWSKY, FRASER Ltd | 29 | 1 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 39 |
SYNOVUS FINANCIAL CORP | 23 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q4 2022 | 39 |
Sather Financial Group Inc | 37 | 2 | 0.02% | 2.15% | 4.95% | Q2 2013 | Q1 2023 | 39 |
Aristotle Capital Management, LLC | 39 | 39 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q3 2023 | 39 |
GUARDIAN CAPITAL LP | 27 | 12 | 0.01% | 0.09% | 0.42% | Q2 2013 | Q3 2023 | 39 |
BOWEN HANES & CO INC | 39 | 39 | 0.01% | 0.14% | 0.85% | Q2 2013 | Q4 2022 | 39 |
Reynders McVeigh Capital Management, LLC | 39 | 39 | 0.07% | 0.95% | 1.65% | Q1 2014 | Q3 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.16% | 0.49% | 1.04% | Q2 2013 | Q4 2022 | 39 |
INGALLS & SNYDER LLC | 30 | 30 | 0.02% | 0.62% | 1.07% | Q2 2016 | Q3 2023 | 38 |
Financial Architects, Inc | 28 | 2 | 0.03% | 0.20% | 0.56% | Q2 2013 | Q2 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 27 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 38 |
FEDERATED HERMES, INC. | 23 | 15 | 0.00% | 0.23% | 0.54% | Q2 2013 | Q3 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2022 | 38 |
ADIRONDACK TRUST CO | 25 | 13 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 38 |
OLD SECOND NATIONAL BANK OF AURORA | 38 | 38 | 0.36% | 0.78% | 1.37% | Q2 2014 | Q3 2023 | 38 |
Keystone Financial Planning, Inc. | 38 | 38 | 0.13% | 2.42% | 3.94% | Q2 2014 | Q3 2023 | 38 |
Johnson Financial Group, Inc. | 37 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 38 |
HM PAYSON & CO | 38 | 38 | 0.06% | 0.18% | 0.51% | Q2 2014 | Q3 2023 | 38 |
River Road Asset Management, LLC | 37 | 37 | 0.55% | 1.03% | 1.60% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.05% | 0.15% | 0.23% | Q2 2013 | Q2 2022 | 37 |
American Assets Investment Management, LLC | 36 | 1 | 0.10% | 1.51% | 2.16% | Q2 2013 | Q3 2023 | 37 |
TCI Wealth Advisors, Inc. | 31 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 37 |
HARDING LOEVNER LP | 36 | 1 | 0.00% | 0.64% | 1.26% | Q2 2013 | Q3 2022 | 37 |
FORTE CAPITAL LLC /ADV | 37 | 37 | 0.16% | 0.33% | 0.55% | Q3 2014 | Q3 2023 | 37 |
FULTON BANK, N.A. | 21 | 16 | 0.02% | 0.13% | 0.30% | Q2 2013 | Q4 2023 | 37 |
Freestone Capital Holdings, LLC | 34 | 3 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 30 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 37 |
WEDBUSH SECURITIES INC | 32 | 5 | 0.01% | 0.06% | 0.15% | Q1 2014 | Q2 2023 | 37 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 36 |
Legacy Capital Partners, Inc. | 36 | 36 | 0.14% | 0.45% | 0.89% | Q2 2013 | Q1 2022 | 36 |
Highlander Capital Management, LLC | 36 | 36 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Hilltop Holdings Inc. | 15 | 7 | 0.04% | 0.14% | 0.38% | Q1 2014 | Q3 2023 | 36 |
FDx Advisors, Inc. | 36 | 36 | 0.01% | 0.09% | 0.17% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Sabal Trust CO | 22 | 14 | 0.02% | 1.32% | 3.12% | Q3 2013 | Q3 2023 | 36 |
1832 Asset Management L.P. | 29 | 3 | 0.00% | 0.01% | 0.08% | Q2 2014 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.00% | 0.75% | 2.51% | Q4 2014 | Q3 2023 | 36 |
Lincoln Capital LLC | 36 | 36 | 0.06% | 1.46% | 4.05% | Q4 2014 | Q3 2023 | 36 |
BENEDICT FINANCIAL ADVISORS INC | 36 | 36 | 0.46% | 0.60% | 0.93% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.17% | 0.64% | 1.23% | Q4 2014 | Q3 2023 | 36 |
Triangle Securities Wealth Management | 36 | 36 | 0.08% | 0.48% | 0.76% | Q2 2013 | Q1 2022 | 36 |
Douglass Winthrop Advisors, LLC | 36 | 36 | 0.01% | 0.50% | 1.32% | Q4 2014 | Q3 2023 | 36 |
Main Street Research LLC | 27 | 3 | 0.03% | 1.44% | 4.80% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q1 2022 | 36 |
BlackRock Inc. | 28 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
Pinkerton Retirement Specialists, LLC | 36 | 36 | 0.39% | 1.03% | 3.12% | Q4 2014 | Q3 2023 | 36 |
Atria Investments, Inc | 20 | 1 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 36 |
SALEM CAPITAL MANAGEMENT INC | 36 | 36 | 0.13% | 1.77% | 4.32% | Q2 2013 | Q1 2022 | 36 |
CULLEN/FROST BANKERS, INC. | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.00% | 0.07% | 0.32% | Q4 2014 | Q3 2023 | 36 |
GW HENSSLER & ASSOCIATES LTD | 36 | 36 | 0.10% | 0.42% | 1.11% | Q2 2013 | Q1 2022 | 36 |
Pineno Levin & Ford Asset Management, Inc. | 35 | 35 | 0.94% | 1.45% | 1.79% | Q2 2013 | Q4 2021 | 35 |
Diligent Investors, LLC | 26 | 9 | 0.08% | 0.21% | 0.36% | Q4 2014 | Q3 2023 | 35 |
Cardinal Capital Management, Inc. | 19 | 16 | 0.00% | 0.45% | 1.02% | Q1 2014 | Q3 2023 | 35 |
Destination Wealth Management | 35 | 35 | 0.04% | 0.24% | 0.32% | Q1 2015 | Q3 2023 | 35 |
Mariner, LLC | 35 | 35 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 35 |
River Wealth Advisors LLC | 35 | 35 | 0.24% | 0.81% | 1.30% | Q1 2015 | Q3 2023 | 35 |
Tortoise Investment Management, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
AMERICAN NATIONAL INSURANCE CO | 35 | 35 | 0.05% | 0.10% | 0.12% | Q2 2013 | Q4 2021 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.04% | 0.11% | 0.18% | Q1 2015 | Q3 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 19 | 16 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 35 |
STATE STREET CORP | 34 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
HOWE & RUSLING INC | 26 | 1 | 0.00% | 0.08% | 0.61% | Q2 2013 | Q3 2022 | 35 |
Chevy Chase Trust Holdings, LLC | 32 | 2 | 0.00% | 0.06% | 0.20% | Q1 2015 | Q3 2023 | 34 |
Cetera Advisors LLC | 24 | 10 | 0.01% | 0.07% | 0.30% | Q2 2014 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 34 |
CAPITAL INSIGHT PARTNERS, LLC | 34 | 34 | 0.42% | 1.31% | 3.50% | Q2 2015 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 34 | 34 | 0.01% | 0.03% | 0.16% | Q3 2013 | Q4 2021 | 34 |
Strategic Global Advisors, LLC | 34 | 34 | 0.06% | 0.28% | 0.64% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.05% | 0.12% | 0.30% | Q2 2015 | Q3 2023 | 34 |
Oxbow Advisors, LLC | 34 | 34 | 0.06% | 0.57% | 2.98% | Q2 2015 | Q3 2023 | 34 |
Capital International Investors | 20 | 14 | 0.00% | 0.11% | 0.25% | Q4 2013 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.05% | 0.20% | Q2 2015 | Q3 2023 | 34 |
CREDIT SUISSE AG/ | 16 | 1 | 0.00% | 0.03% | 0.11% | Q1 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.66% | 2.15% | 3.29% | Q2 2013 | Q3 2021 | 34 |
Columbia Asset Management | 32 | 2 | 0.04% | 0.14% | 0.21% | Q4 2013 | Q3 2023 | 34 |
Notis-McConarty Edward | 34 | 34 | 0.12% | 1.13% | 1.56% | Q2 2015 | Q3 2023 | 34 |
Hemenway Trust Co LLC | 34 | 34 | 0.13% | 1.58% | 2.38% | Q2 2015 | Q3 2023 | 34 |
SOMERVILLE KURT F | 34 | 34 | 0.05% | 1.53% | 2.26% | Q2 2015 | Q3 2023 | 34 |
Ledyard National Bank | 34 | 34 | 0.00% | 0.24% | 0.84% | Q4 2013 | Q1 2022 | 34 |
America First Investment Advisors, LLC | 34 | 34 | 3.70% | 4.49% | 5.44% | Q2 2013 | Q3 2021 | 34 |
Boston Trust Walden Corp | 30 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Kidder Stephen W | 33 | 33 | 0.10% | 1.23% | 1.95% | Q2 2015 | Q2 2023 | 33 |
PUZO MICHAEL J | 33 | 33 | 0.09% | 1.42% | 2.01% | Q2 2015 | Q2 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 33 |
COLONY GROUP LLC | 19 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 33 |
Bragg Financial Advisors, Inc | 33 | 33 | 0.02% | 0.14% | 0.19% | Q2 2013 | Q2 2021 | 33 |
Newman Dignan & Sheerar, Inc. | 22 | 4 | 0.01% | 0.10% | 0.17% | Q1 2015 | Q3 2023 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2021 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 33 |
Rodgers Brothers Inc. | 33 | 33 | 0.11% | 0.34% | 0.62% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
PRENTISS SMITH & CO INC | 28 | 4 | 0.64% | 2.84% | 6.26% | Q2 2013 | Q3 2023 | 32 |
Allen Investment Management, LLC | 19 | 13 | 0.01% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 32 |
Coastline Trust Co | 26 | 1 | 0.04% | 0.06% | 0.10% | Q4 2014 | Q2 2023 | 32 |
CIBC Asset Management Inc | 17 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 32 |
FAYEZ SAROFIM & CO | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
PRICE T ROWE ASSOCIATES INC /MD/ | 27 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.08% | 0.22% | 0.41% | Q1 2016 | Q4 2023 | 32 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.94% | 1.63% | 2.38% | Q4 2015 | Q3 2023 | 32 |
Brown Advisory Securities, LLC | 27 | 1 | 0.05% | 0.12% | 0.30% | Q2 2013 | Q3 2021 | 32 |
Epoch Investment Partners, Inc. | 32 | 32 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2021 | 32 |
Avalon Investment & Advisory | 32 | 32 | 0.02% | 0.10% | 0.18% | Q2 2015 | Q1 2023 | 32 |
Freedom Investment Management, Inc. | 26 | 1 | 0.02% | 0.04% | 0.16% | Q2 2014 | Q3 2023 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 32 | 32 | 0.20% | 0.37% | 0.57% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.04% | 0.07% | Q3 2015 | Q3 2023 | 32 |
LUCAS CAPITAL MANAGEMENT | 32 | 32 | 0.22% | 1.47% | 2.73% | Q1 2013 | Q4 2020 | 32 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 32 |
Dempze Nancy E | 32 | 32 | 0.24% | 2.14% | 2.95% | Q4 2015 | Q3 2023 | 32 |
Sandy Spring Bank | 25 | 1 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 31 |
Intersect Capital LLC | 31 | 31 | 0.06% | 0.29% | 0.54% | Q4 2014 | Q2 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.04% | 0.16% | Q1 2016 | Q3 2023 | 31 |
CHATHAM CAPITAL GROUP, INC. | 27 | 4 | 0.05% | 0.82% | 1.69% | Q2 2013 | Q1 2021 | 31 |
Argent Trust Co | 31 | 31 | 0.05% | 0.14% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Archford Capital Strategies, LLC | 25 | 6 | 0.06% | 0.38% | 0.54% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 31 |
First Long Island Investors, LLC | 31 | 31 | 1.14% | 1.65% | 2.03% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.03% | 0.18% | Q2 2013 | Q4 2020 | 31 |
NAPLES GLOBAL ADVISORS, LLC | 31 | 31 | 0.08% | 0.46% | 0.73% | Q1 2016 | Q3 2023 | 31 |
ADVISOR PARTNERS LLC | 20 | 11 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q2 2022 | 31 |
HENNESSY ADVISORS INC | 23 | 7 | 0.08% | 0.26% | 0.43% | Q2 2013 | Q3 2023 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.01% | 0.07% | 0.33% | Q2 2016 | Q3 2023 | 30 |
CAMBRIDGE TRUST CO | 30 | 30 | 0.03% | 0.41% | 1.18% | Q2 2016 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.06% | 0.30% | Q2 2013 | Q3 2020 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.29% | 0.78% | 1.13% | Q2 2016 | Q3 2023 | 30 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.02% | 0.78% | 1.21% | Q4 2015 | Q3 2023 | 29 |
Foyston, Gordon, & Payne Inc | 28 | 1 | 0.31% | 0.51% | 0.82% | Q3 2013 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.07% | 0.24% | Q4 2013 | Q4 2020 | 29 |
Field & Main Bank | 14 | 4 | 0.06% | 0.19% | 0.43% | Q4 2013 | Q3 2023 | 29 |
Joel Isaacson & Co., LLC | 17 | 12 | 0.00% | 0.02% | 0.07% | Q4 2012 | Q3 2023 | 29 |
LS Investment Advisors, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 29 |
SECURITY ASSET MANAGEMENT | 28 | 1 | 0.06% | 0.29% | 0.40% | Q4 2014 | Q1 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
EAGLE GLOBAL ADVISORS LLC | 10 | 2 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 29 |
Jacobi Capital Management LLC | 27 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 29 |
Altavista Wealth Management, Inc. | 29 | 29 | 0.43% | 0.83% | 1.09% | Q4 2014 | Q4 2021 | 29 |
Twin Tree Management, LP | 4 | 2 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q1 2022 | 29 |
Mondrian Investment Partners LTD | 17 | 12 | 0.00% | 0.39% | 1.05% | Q2 2013 | Q3 2023 | 29 |
Gratus Capital, LLC | 24 | 1 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q4 2022 | 28 |
Strategic Advisors LLC | 14 | 1 | 0.08% | 0.31% | 0.66% | Q4 2014 | Q3 2023 | 28 |
CAPITAL ADVISORS INC/OK | 14 | 14 | 0.46% | 1.16% | 2.06% | Q4 2013 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Cerity Partners LLC | 28 | 28 | 0.01% | 0.14% | 2.26% | Q4 2016 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.06% | 0.13% | 0.27% | Q2 2013 | Q1 2020 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Cable Hill Partners, LLC | 27 | 1 | 0.00% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 28 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 22 | 6 | 0.05% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.06% | 0.11% | 0.14% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.03% | 0.10% | 0.15% | Q2 2013 | Q1 2020 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.05% | 0.18% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Kavar Capital Partners, LLC | 28 | 28 | 1.86% | 2.26% | 2.66% | Q4 2013 | Q3 2020 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.05% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 28 | 0.11% | 0.18% | 0.23% | Q1 2015 | Q4 2021 | 28 |
Northstar Group, Inc. | 12 | 3 | 0.09% | 0.21% | 0.44% | Q1 2015 | Q3 2023 | 28 |
Cornerstone Advisors, Inc. | 24 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2020 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.01% | 0.09% | 0.16% | Q4 2014 | Q3 2021 | 28 |
Broderick Brian C | 28 | 28 | 0.22% | 1.33% | 1.79% | Q2 2015 | Q1 2022 | 28 |
BRADLEY FOSTER & SARGENT INC/CT | 15 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 28 |
EXCALIBUR MANAGEMENT CORP | 28 | 28 | 0.15% | 0.24% | 0.34% | Q4 2016 | Q3 2023 | 28 |
PECAUT & CO. | 28 | 28 | 0.22% | 0.74% | 1.49% | Q4 2013 | Q3 2020 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Sky Investment Group LLC | 28 | 28 | 0.13% | 0.87% | 1.24% | Q4 2016 | Q3 2023 | 28 |
MITCHELL SINKLER & STARR/PA | 13 | 3 | 0.07% | 0.25% | 0.40% | Q4 2013 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
Sterling Capital Management LLC | 27 | 27 | 0.00% | 0.70% | 1.49% | Q1 2013 | Q3 2019 | 27 |
FIDUCIARY TRUST CO | 23 | 4 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Matthew Goff Investment Advisor, LLC | 27 | 27 | 1.40% | 2.01% | 2.77% | Q1 2017 | Q3 2023 | 27 |
Intellectus Partners, LLC | 15 | 12 | 0.06% | 0.15% | 0.22% | Q4 2016 | Q3 2023 | 27 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 27 |
Page Arthur B | 27 | 27 | 0.37% | 1.87% | 2.33% | Q3 2015 | Q1 2022 | 27 |
PARADIGM ASSET MANAGEMENT CO LLC | 17 | 5 | 0.01% | 0.25% | 0.60% | Q2 2013 | Q3 2023 | 27 |
PARSONS CAPITAL MANAGEMENT INC/RI | 26 | 1 | 0.01% | 0.14% | 0.25% | Q1 2015 | Q3 2023 | 27 |
Mawer Investment Management Ltd. | 27 | 27 | 0.00% | 1.08% | 2.72% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.06% | 0.17% | 0.37% | Q2 2013 | Q4 2019 | 27 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2022 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.06% | 0.28% | 0.56% | Q1 2017 | Q3 2023 | 27 |
MACQUARIE GROUP LTD | 17 | 1 | 0.00% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 27 |
Moloney Securities Asset Management, LLC | 27 | 27 | 0.08% | 0.20% | 0.36% | Q1 2017 | Q3 2023 | 27 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.02% | 0.59% | 1.92% | Q4 2014 | Q3 2023 | 26 |
IPG Investment Advisors LLC | 26 | 26 | 0.06% | 0.15% | 0.20% | Q4 2014 | Q1 2021 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2019 | 26 |
SL ADVISORS, LLC | 23 | 3 | 0.32% | 0.71% | 1.40% | Q2 2016 | Q2 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 23 | 3 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 26 |
DELTA ASSET MANAGEMENT LLC/TN | 20 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 26 |
Kovitz Investment Group Partners, LLC | 26 | 26 | 0.03% | 0.06% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Baystate Wealth Management LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
RMB Capital Management, LLC | 15 | 1 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q1 2020 | 26 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2020 | 26 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.07% | 0.18% | Q3 2013 | Q4 2022 | 26 |
Polen Capital Management | 26 | 26 | 0.01% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.16% | 0.27% | 0.61% | Q3 2016 | Q3 2023 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
BigSur Wealth Management LLC | 23 | 3 | 0.08% | 0.21% | 0.41% | Q4 2016 | Q2 2023 | 26 |
ADVISORY RESEARCH INC | 14 | 1 | 0.00% | 0.22% | 0.77% | Q2 2013 | Q3 2023 | 26 |
HAMEL ASSOCIATES, INC. | 21 | 2 | 0.02% | 0.31% | 0.56% | Q4 2013 | Q2 2022 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q4 2021 | 26 |
Roble, Belko & Company, Inc | 24 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
St. James Investment Company, LLC | 14 | 2 | 0.04% | 2.32% | 5.52% | Q1 2014 | Q3 2023 | 26 |
SCOUT INVESTMENTS, INC. | 23 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 26 |
HARRIS ASSOCIATES L P | 26 | 26 | 0.00% | 0.57% | 0.79% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.14% | 0.79% | 1.55% | Q2 2013 | Q3 2019 | 26 |
TOMPKINS FINANCIAL CORP | 11 | 5 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2023 | 26 |
Gemmer Asset Management LLC | 9 | 8 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2022 | 25 |
Compagnie Lombard Odier SCmA | 24 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2022 | 25 |
Gradient Investments LLC | 16 | 2 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 25 |
AMP Capital Investors Ltd | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2021 | 25 |
Radnor Capital Management, LLC | 19 | 1 | 0.23% | 0.44% | 0.56% | Q4 2016 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Stonebridge Capital Advisors LLC | 25 | 25 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2020 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Markel Corporation | 25 | 25 | 0.28% | 1.49% | 1.93% | Q4 2013 | Q4 2019 | 25 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 20 | 5 | 0.01% | 0.19% | 0.40% | Q3 2014 | Q4 2021 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.14% | 0.17% | 0.20% | Q3 2017 | Q3 2023 | 25 |
KINGS POINT CAPITAL MANAGEMENT | 17 | 8 | 0.00% | 0.18% | 1.04% | Q4 2015 | Q1 2022 | 25 |
OAK RIDGE INVESTMENTS LLC | 25 | 25 | 0.02% | 0.42% | 0.70% | Q3 2017 | Q3 2023 | 25 |
Jackson, Grant Investment Advisers, Inc. | 23 | 2 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q2 2023 | 25 |
Cetera Investment Advisers | 12 | 1 | 0.02% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 25 |
WADE G W & INC | 12 | 1 | 0.02% | 0.46% | 1.17% | Q2 2013 | Q3 2023 | 25 |
GAMCO INVESTORS, INC. ET AL | 14 | 11 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 25 |
Cubist Systematic Strategies, LLC | 5 | 1 | 0.01% | 0.02% | 0.12% | Q3 2014 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.13% | 0.25% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Point View Wealth Management, Inc. | 24 | 24 | 0.21% | 0.32% | 0.41% | Q1 2015 | Q4 2020 | 24 |
Sigma Planning Corp | 19 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 24 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 1.49% | 2.22% | 3.02% | Q4 2017 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 24 | 24 | 0.51% | 0.65% | 0.88% | Q4 2017 | Q3 2023 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.88% | 1.17% | 1.71% | Q2 2013 | Q1 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Creegan & Nassoura Financial Group, LLC | 16 | 8 | 0.60% | 0.91% | 1.07% | Q4 2014 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.05% | 0.10% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Independent Advisor Alliance | 14 | 3 | 0.02% | 0.08% | 0.35% | Q4 2016 | Q3 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.08% | 0.35% | 0.86% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.11% | 0.37% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.17% | 0.73% | Q4 2017 | Q3 2023 | 24 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 22 | 2 | 0.00% | 0.12% | 0.31% | Q1 2014 | Q1 2021 | 24 |
MATRIX ASSET ADVISORS INC/NY | 13 | 1 | 0.06% | 0.52% | 1.16% | Q2 2013 | Q2 2023 | 24 |
Harrington Investments, INC | 24 | 24 | 0.49% | 0.94% | 1.61% | Q3 2017 | Q2 2023 | 24 |
Bruderman Asset Management, LLC | 18 | 6 | 0.12% | 0.76% | 2.29% | Q1 2015 | Q2 2022 | 24 |
BALDWIN BROTHERS LLC/MA | 13 | 4 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2023 | 24 |
ENTERPRISE FINANCIAL SERVICES CORP | 21 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 24 |
Frontier Wealth Management LLC | 24 | 24 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q4 2021 | 24 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 24 | 0.02% | 0.22% | 1.31% | Q2 2017 | Q1 2023 | 24 |
Trust Co | 12 | 3 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 24 |
TIRSCHWELL & LOEWY INC | 24 | 24 | 0.21% | 0.47% | 0.59% | Q2 2013 | Q1 2019 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q1 2019 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
ORRSTOWN FINANCIAL SERVICES INC | 24 | 24 | 0.01% | 1.02% | 1.62% | Q2 2013 | Q1 2019 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.01% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 24 |
SALEM INVESTMENT COUNSELORS INC | 12 | 1 | 0.00% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 24 |
CHILTON CAPITAL MANAGEMENT LLC | 19 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 24 |
Lenox Wealth Advisors, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2021 | 24 |
CAPITAL GUARDIAN TRUST CO | 16 | 8 | 0.00% | 0.21% | 0.44% | Q2 2013 | Q2 2019 | 24 |
MERITAGE PORTFOLIO MANAGEMENT | 16 | 8 | 0.15% | 0.35% | 0.58% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2019 | 24 |
FMA ADVISORY INC | 7 | 1 | 0.08% | 0.32% | 0.93% | Q2 2013 | Q3 2021 | 24 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.27% | 0.90% | 2.04% | Q2 2013 | Q4 2018 | 23 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 16 | 7 | 0.02% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.00% | 0.05% | 0.18% | Q1 2018 | Q3 2023 | 23 |
ALLIANCEBERNSTEIN L.P. | 8 | 4 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Keystone Financial Group | 21 | 2 | 0.05% | 0.10% | 0.20% | Q4 2017 | Q3 2023 | 23 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 23 | 23 | 0.62% | 1.14% | 1.46% | Q1 2018 | Q3 2023 | 23 |
WELCH & FORBES LLC | 23 | 23 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Cribstone Capital Management, LLC | 14 | 9 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2022 | 23 |
Telos Capital Management, Inc. | 22 | 1 | 0.03% | 0.07% | 0.13% | Q2 2014 | Q3 2022 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Grove Bank & Trust | 14 | 9 | 0.04% | 0.23% | 0.69% | Q4 2015 | Q3 2023 | 23 |
Glassman Wealth Services | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Parkside Financial Bank & Trust | 15 | 1 | 0.00% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 23 |
CARRET ASSET MANAGEMENT, LLC | 14 | 3 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q2 2023 | 23 |
BECKER CAPITAL MANAGEMENT INC | 23 | 23 | 0.01% | 0.53% | 1.02% | Q1 2018 | Q3 2023 | 23 |
M&R CAPITAL MANAGEMENT INC | 13 | 10 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 23 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 23 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 12 | 5 | 0.08% | 0.20% | 1.11% | Q1 2014 | Q1 2021 | 23 |
D.B. Root & Company, LLC | 23 | 23 | 0.26% | 0.38% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Parsec Financial Management, Inc. | 23 | 23 | 0.12% | 0.72% | 1.17% | Q3 2017 | Q1 2023 | 23 |
Smith, Salley & Associates | 16 | 7 | 0.13% | 0.28% | 0.54% | Q2 2016 | Q4 2022 | 23 |
BAILARD, INC. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 22 |
HUTNER CAPITAL MANAGEMENT INC | 22 | 22 | 0.17% | 0.36% | 0.95% | Q3 2016 | Q4 2021 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 22 |
YorkBridge Wealth Partners, LLC | 22 | 22 | 0.07% | 0.12% | 0.16% | Q4 2016 | Q1 2022 | 22 |
PLIMOTH TRUST CO LLC | 22 | 22 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q1 2023 | 22 |
Delaney Dennis R | 18 | 4 | 0.34% | 1.07% | 1.48% | Q1 2016 | Q2 2023 | 22 |
MONTAG A & ASSOCIATES INC | 12 | 10 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 22 | 0.08% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 22 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 14 | 2 | 0.00% | 0.19% | 0.67% | Q1 2017 | Q1 2023 | 22 |
Kistler-Tiffany Companies, LLC | 13 | 9 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q2 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIRST FINANCIAL CORP /IN/ | 19 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 22 |
ROPES WEALTH ADVISORS LLC | 15 | 7 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2020 | 22 |
Balentine LLC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q3 2016 | Q3 2023 | 22 |
Baker Ellis Asset Management LLC | 22 | 22 | 0.12% | 0.24% | 0.38% | Q2 2013 | Q3 2018 | 22 |
Fairpointe Capital LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 8 | 4 | 0.02% | 0.14% | 0.26% | Q2 2017 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
Forward Management, LLC | 22 | 22 | 0.18% | 0.30% | 0.48% | Q2 2013 | Q3 2018 | 22 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 21 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.01% | 0.07% | 0.24% | Q2 2017 | Q3 2023 | 21 |
Caprock Group, LLC | 15 | 6 | 0.05% | 0.16% | 0.26% | Q1 2018 | Q3 2023 | 21 |
GROUP ONE TRADING, L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 21 |
MOODY NATIONAL BANK TRUST DIVISION | 21 | 21 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 21 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2021 | 21 |
PRIVATE TRUST CO NA | 14 | 7 | 0.04% | 0.33% | 0.95% | Q1 2013 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.03% | 0.10% | 0.16% | Q3 2017 | Q3 2022 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.23% | 0.41% | 0.62% | Q3 2018 | Q3 2023 | 21 |
Bedel Financial Consulting, Inc. | 17 | 4 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q2 2023 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.24% | 0.55% | 0.77% | Q4 2017 | Q4 2022 | 21 |
Clean Yield Group | 20 | 1 | 0.00% | 1.87% | 3.98% | Q1 2017 | Q3 2023 | 21 |
Icon Wealth Partners, LLC | 18 | 3 | 0.04% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 21 |
BDO Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.11% | 0.54% | 1.10% | Q4 2016 | Q4 2021 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 21 |
FineMark National Bank & Trust | 11 | 10 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2023 | 21 |
WEATHERLY ASSET MANAGEMENT L. P. | 21 | 21 | 0.10% | 0.22% | 0.29% | Q3 2018 | Q3 2023 | 21 |
Sheaff Brock Investment Advisors, LLC | 12 | 4 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q2 2021 | 21 |
Canal Capital Management, LLC | 21 | 21 | 0.05% | 0.20% | 0.34% | Q1 2017 | Q1 2022 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Horizon Investments, LLC | 11 | 1 | 0.03% | 0.14% | 0.32% | Q1 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 20 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 14 | 6 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 20 |
Estabrook Capital Management | 15 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.03% | 0.51% | 0.94% | Q4 2018 | Q3 2023 | 20 |
GFS Advisors, LLC | 12 | 3 | 0.01% | 1.35% | 4.24% | Q1 2015 | Q3 2023 | 20 |
Garrett Wealth Advisory Group, LLC | 20 | 20 | 0.26% | 0.48% | 0.73% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q3 2023 | 20 |
London & Capital Asset Management Ltd | 20 | 20 | 0.07% | 0.22% | 1.91% | Q4 2018 | Q3 2023 | 20 |
Inlet Private Wealth, LLC | 20 | 20 | 0.08% | 0.54% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Lafayette Investments | 15 | 1 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.24% | 0.36% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Ballentine Partners, LLC | 13 | 7 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.09% | 0.42% | 0.94% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.08% | 0.22% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Intercontinental Wealth Advisors, LLC | 11 | 9 | 0.09% | 0.22% | 0.42% | Q4 2015 | Q2 2023 | 20 |
DUBUQUE BANK & TRUST CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 20 |
GOFEN & GLOSSBERG LLC /IL/ | 12 | 4 | 0.00% | 0.21% | 0.60% | Q2 2013 | Q4 2022 | 20 |
Fayerweather Charles | 20 | 20 | 0.71% | 1.59% | 2.21% | Q3 2015 | Q2 2020 | 20 |
Oakworth Capital, Inc. | 11 | 1 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q3 2023 | 20 |
Port Capital LLC | 12 | 8 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.90% | 1.44% | 1.96% | Q2 2018 | Q3 2023 | 20 |
BerganKDV Wealth Management, LLC | 14 | 5 | 0.00% | 0.09% | 0.19% | Q2 2018 | Q2 2023 | 19 |
Financial Gravity Asset Management, Inc. | 11 | 3 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.01% | 0.23% | 0.48% | Q1 2019 | Q3 2023 | 19 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 2 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 19 |
MARINO, STRAM & ASSOCIATES LLC | 15 | 4 | 0.00% | 0.15% | 0.25% | Q2 2018 | Q3 2023 | 19 |
WRAPMANAGER INC | 8 | 5 | 0.11% | 0.26% | 0.57% | Q4 2015 | Q3 2023 | 19 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.15% | 0.22% | Q4 2016 | Q3 2023 | 19 |
DEARBORN PARTNERS LLC | 12 | 7 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 19 |
ROTHSCHILD INVESTMENT LLC /IL | 19 | 19 | 0.03% | 0.05% | 0.12% | Q3 2014 | Q1 2019 | 19 |
Realta Investment Advisors | 19 | 19 | 0.20% | 0.29% | 0.38% | Q1 2019 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.16% | 0.34% | 0.58% | Q1 2019 | Q3 2023 | 19 |
Vantage Investment Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
KANAWHA CAPITAL MANAGEMENT LLC | 19 | 19 | 0.03% | 0.24% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.10% | 0.26% | 0.42% | Q1 2019 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q1 2022 | 19 |
PRUDENTIAL FINANCIAL INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cardinal Capital Management | 11 | 8 | 0.28% | 0.68% | 1.18% | Q2 2013 | Q3 2023 | 19 |
NewSquare Capital LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 19 |
First PREMIER Bank | 19 | 19 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.01% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Atlantic Union Bankshares Corp | 18 | 1 | 0.00% | 0.09% | 0.18% | Q1 2014 | Q3 2023 | 19 |
Eagle Ridge Investment Management | 19 | 19 | 0.03% | 0.06% | 0.11% | Q3 2016 | Q1 2021 | 19 |
Gardiner Nancy B | 19 | 19 | 1.18% | 2.32% | 3.32% | Q4 2015 | Q2 2020 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.07% | 0.17% | 0.26% | Q2 2013 | Q4 2017 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.02% | 0.18% | 0.32% | Q1 2019 | Q3 2023 | 19 |
HENDLEY & CO INC | 19 | 19 | 0.12% | 0.27% | 0.34% | Q4 2017 | Q2 2022 | 19 |
JFS WEALTH ADVISORS, LLC | 16 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 19 |
FOUNDERS FINANCIAL SECURITIES LLC | 15 | 4 | 0.16% | 0.52% | 1.72% | Q1 2015 | Q3 2023 | 19 |
Manchester Capital Management LLC | 12 | 7 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 19 |
Wambolt & Associates, LLC | 19 | 19 | 0.22% | 0.34% | 0.49% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Douglas Lane & Associates, LLC | 12 | 6 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 18 |
Keeler Thomas Management LLC | 18 | 18 | 0.14% | 1.14% | 1.94% | Q4 2017 | Q1 2022 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 1.59% | 2.54% | 3.38% | Q2 2013 | Q3 2017 | 18 |
Regal Investment Advisors LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 18 |
Artisan Partners Limited Partnership | 18 | 18 | 0.27% | 0.59% | 1.42% | Q2 2013 | Q3 2017 | 18 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q2 2022 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 18 |
JAMES INVESTMENT RESEARCH INC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 18 |
Belpointe Asset Management LLC | 17 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Sonora Investment Management, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 18 |
Waldron Private Wealth LLC | 17 | 1 | 0.05% | 0.11% | 0.34% | Q4 2015 | Q3 2023 | 18 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 18 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
Copeland Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LINCLUDEN MANAGEMENT LTD | 18 | 18 | 0.02% | 0.08% | 0.88% | Q1 2014 | Q2 2018 | 18 |
TOWNSQUARE CAPITAL LLC | 18 | 18 | 0.02% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 18 |
BRINKER CAPITAL INC | 18 | 18 | 0.02% | 0.15% | 0.23% | Q1 2016 | Q2 2020 | 18 |
American Research & Management Co. | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 18 |
Human Investing LLC | 12 | 6 | 0.00% | 0.12% | 0.31% | Q4 2018 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
First Bank & Trust | 15 | 3 | 0.01% | 0.63% | 1.11% | Q4 2016 | Q3 2023 | 18 |
Westhampton Capital, LLC | 18 | 18 | 0.66% | 1.06% | 1.26% | Q2 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.09% | 0.72% | 3.37% | Q4 2015 | Q1 2020 | 18 |
Bowie Capital Management, LLC | 18 | 18 | 0.26% | 2.37% | 4.33% | Q4 2016 | Q1 2021 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.00% | 0.05% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Catamount Wealth Management | 18 | 18 | 0.01% | 1.03% | 2.68% | Q4 2014 | Q1 2019 | 18 |
Israel Discount Bank of New York | 9 | 2 | 0.00% | 0.42% | 0.88% | Q1 2017 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.10% | 0.35% | 0.55% | Q4 2018 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.05% | 0.11% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Summit X, LLC | 15 | 1 | 0.05% | 0.19% | 0.36% | Q1 2018 | Q2 2023 | 18 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q2 2018 | 18 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q2 2023 | 18 |
Hedeker Wealth, LLC | 17 | 17 | 0.04% | 0.36% | 0.73% | Q4 2014 | Q4 2018 | 17 |
Nuveen Asset Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
CIBC Private Wealth Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
FIRST NATIONAL BANK OF OMAHA | 17 | 17 | 0.01% | 0.51% | 0.74% | Q3 2017 | Q3 2021 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 1.11% | 1.23% | 1.36% | Q1 2015 | Q1 2019 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.09% | 0.53% | Q4 2018 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 17 |
LGL PARTNERS, LLC | 13 | 4 | 0.06% | 0.12% | 0.26% | Q1 2019 | Q3 2023 | 17 |
Proficio Capital Partners LLC | 15 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2023 | 17 |
Elefante Mark B | 17 | 17 | 2.46% | 3.08% | 3.71% | Q2 2016 | Q2 2020 | 17 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 1 | 0.00% | 0.04% | 0.09% | Q1 2015 | Q4 2022 | 17 |
BREMER TRUST NATIONAL ASSOCIATION | 9 | 1 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q4 2018 | 17 |
Andesa Financial Management Inc. | 17 | 17 | 0.45% | 1.42% | 2.92% | Q4 2017 | Q4 2021 | 17 |
Stockman Wealth Management, Inc. | 10 | 7 | 0.82% | 1.30% | 1.96% | Q1 2015 | Q2 2022 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.09% | 0.18% | 0.28% | Q2 2013 | Q2 2017 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2014 | 17 |
Pinion Investment Advisors, LLC | 12 | 5 | 0.18% | 0.51% | 0.79% | Q1 2018 | Q3 2023 | 17 |
AMG Funds LLC | 17 | 17 | 0.78% | 1.53% | 3.77% | Q3 2016 | Q3 2020 | 17 |
Farmers National Bank | 15 | 2 | 1.09% | 2.95% | 3.86% | Q4 2014 | Q2 2019 | 17 |
Forester Capital Management, LTD | 17 | 17 | 0.16% | 0.24% | 0.50% | Q2 2013 | Q2 2017 | 17 |
Ascent Wealth Partners, LLC | 9 | 8 | 0.11% | 0.69% | 1.26% | Q4 2013 | Q1 2023 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.45% | 0.55% | 0.65% | Q2 2013 | Q2 2017 | 17 |
Gotham Asset Management, LLC | 15 | 2 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q2 2018 | 17 |
Jackson Wealth Management, LLC | 17 | 17 | 0.17% | 0.52% | 1.57% | Q3 2017 | Q3 2021 | 17 |
BEACON TRUST CO | 17 | 17 | 0.08% | 0.11% | 0.15% | Q1 2013 | Q1 2017 | 17 |
Axiom Investment Management LLC | 17 | 17 | 0.13% | 0.71% | 1.43% | Q4 2018 | Q4 2022 | 17 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 3 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 17 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.05% | 0.14% | Q1 2014 | Q4 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Holloway Wealth Management, LLC | 9 | 1 | 0.01% | 1.46% | 2.99% | Q4 2016 | Q1 2022 | 16 |
EDMP, INC. | 9 | 2 | 0.18% | 0.20% | 0.23% | Q2 2013 | Q1 2018 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.03% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.11% | 0.17% | 0.22% | Q4 2019 | Q3 2023 | 16 |
JNBA Financial Advisors | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 12 | 1 | 0.01% | 0.02% | 0.05% | Q4 2011 | Q3 2023 | 16 |
Arden Trust Co | 16 | 16 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q1 2023 | 16 |
Martin Capital Partners, LLC | 16 | 16 | 2.45% | 3.07% | 3.61% | Q1 2020 | Q4 2023 | 16 |
OXFORD ASSET MANAGEMENT LLP | 7 | 1 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q4 2019 | 16 |
One Wealth Advisors, LLC | 8 | 1 | 0.01% | 0.13% | 0.20% | Q4 2017 | Q4 2022 | 16 |
PALLADIEM, LLC | 12 | 4 | 0.03% | 0.21% | 0.32% | Q4 2014 | Q3 2023 | 16 |
Citizens Business Bank | 10 | 6 | 0.07% | 0.12% | 0.20% | Q4 2012 | Q2 2022 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.33% | 0.40% | 0.46% | Q4 2014 | Q3 2018 | 16 |
Brookstone Capital Management | 11 | 1 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q4 2021 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.57% | 0.72% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Russell Investments Group, Ltd. | 12 | 1 | 0.00% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 16 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 9 | 1 | 0.10% | 0.33% | 0.57% | Q3 2014 | Q1 2021 | 16 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 4 | 0.02% | 0.05% | 0.11% | Q3 2019 | Q3 2023 | 16 |
Banco Santander, S.A. | 12 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 16 |
Mutual Advisors, LLC | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Artemis Wealth Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.64% | 0.81% | 1.00% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
RBO & CO LLC | 16 | 16 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Wellington Shields Capital Management, LLC | 10 | 1 | 0.03% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.34% | 0.56% | 0.79% | Q4 2019 | Q3 2023 | 16 |
BRANDES INVESTMENT PARTNERS, LP | 9 | 7 | 0.02% | 0.10% | 0.28% | Q4 2012 | Q3 2023 | 16 |
AE Wealth Management LLC | 15 | 1 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 16 |
ABSHER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
PEAPACK GLADSTONE FINANCIAL CORP | 13 | 3 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 14 | 1 | 0.00% | 0.01% | 0.09% | Q3 2013 | Q3 2023 | 16 |
Capstone Financial Advisors, Inc. | 12 | 1 | 0.03% | 0.14% | 0.36% | Q4 2013 | Q3 2023 | 16 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 16 |
GARLAND CAPITAL MANAGEMENT INC | 16 | 16 | 2.68% | 3.19% | 3.82% | Q2 2013 | Q1 2017 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.01% | 0.05% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Crescent Grove Advisors, LLC | 14 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Lowell Blake & Associates Inc. | 16 | 16 | 0.27% | 2.18% | 3.63% | Q4 2019 | Q3 2023 | 16 |
Allianz Asset Management GmbH | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 16 |
Pacer Advisors, Inc. | 13 | 3 | 0.01% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.02% | 0.10% | 0.63% | Q2 2013 | Q1 2017 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.11% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.05% | 0.19% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Sunbelt Securities, Inc. | 8 | 3 | 0.00% | 0.21% | 0.48% | Q2 2015 | Q3 2023 | 15 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2023 | 15 |
GREENLEAF TRUST | 12 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 15 |
Strategic Wealth Partners, Ltd. | 10 | 5 | 0.00% | 0.24% | 0.48% | Q4 2017 | Q1 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
Roundview Capital LLC | 12 | 3 | 0.06% | 0.12% | 0.18% | Q2 2017 | Q3 2023 | 15 |
FULTON BREAKEFIELD BROENNIMAN LLC | 15 | 15 | 0.21% | 1.34% | 1.56% | Q2 2013 | Q4 2016 | 15 |
Ameritas Investment Partners, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 15 |
Ethic Inc. | 13 | 2 | 0.08% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 15 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Prime Capital Investment Advisors, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 15 |
MGO ONE SEVEN LLC | 12 | 1 | 0.00% | 0.21% | 0.49% | Q4 2017 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Farmers & Merchants Trust Co of Chambersburg PA | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
STRATEGIC CAPITAL ADVISERS, INC. | 15 | 15 | 1.94% | 2.22% | 2.57% | Q4 2017 | Q2 2021 | 15 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 15 | 15 | 0.12% | 1.40% | 2.92% | Q1 2020 | Q3 2023 | 15 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 15 |
Physician Wealth Advisors, Inc. | 12 | 3 | 0.05% | 0.08% | 0.13% | Q3 2019 | Q2 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.05% | Q3 2011 | Q3 2015 | 15 |
Beaumont Financial Partners, LLC | 12 | 3 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q2 2021 | 15 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 15 | 15 | 0.06% | 0.39% | 0.91% | Q3 2014 | Q1 2018 | 15 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 15 |
Ellevest, Inc. | 14 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.06% | 0.12% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Fisher Asset Management, LLC | 12 | 3 | 0.00% | 0.13% | 0.28% | Q3 2018 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
CONNABLE OFFICE INC | 9 | 6 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q1 2017 | 15 |
Platform Technology Partners | 10 | 5 | 0.13% | 0.17% | 0.23% | Q4 2019 | Q3 2023 | 15 |
Smith & Howard Wealth Management, LLC | 14 | 1 | 0.01% | 0.13% | 0.20% | Q4 2013 | Q2 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2017 | 15 |
IMS Capital Management | 6 | 1 | 0.07% | 0.19% | 0.30% | Q2 2013 | Q3 2023 | 15 |
Martin Investment Management, LLC | 10 | 5 | 0.06% | 0.08% | 0.11% | Q3 2017 | Q3 2021 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Pavion Blue Capital, LLC | 14 | 14 | 0.18% | 0.51% | 1.04% | Q2 2020 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 2 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 14 |
RENAISSANCE GROUP LLC | 14 | 14 | 0.47% | 0.56% | 0.63% | Q3 2014 | Q4 2017 | 14 |
Vigilant Capital Management, LLC | 13 | 1 | 0.00% | 0.06% | 0.10% | Q2 2016 | Q2 2023 | 14 |
WealthTrust Axiom LLC | 12 | 2 | 0.07% | 0.13% | 0.19% | Q2 2019 | Q3 2023 | 14 |
Dana Investment Advisors, Inc. | 8 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 14 |
EPG Wealth Management LLC | 12 | 2 | 0.02% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Eudaimonia Partners, LLC | 7 | 7 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Mount Yale Investment Advisors, LLC | 9 | 1 | 0.01% | 0.09% | 0.16% | Q1 2018 | Q3 2023 | 14 |
BANK OF NOVA SCOTIA TRUST CO | 12 | 1 | 0.00% | 0.16% | 0.61% | Q3 2015 | Q3 2023 | 14 |
Saratoga Research & Investment Management | 14 | 14 | 0.76% | 3.93% | 6.06% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Continuum Advisory, LLC | 8 | 6 | 0.09% | 0.21% | 0.37% | Q1 2017 | Q3 2023 | 14 |
Exchange Capital Management, Inc. | 12 | 2 | 0.01% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 14 |
A.R.T. Advisors, LLC | 6 | 1 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q4 2019 | 14 |
Bray Capital Advisors | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 14 |
Capital Bank & Trust Co | 12 | 2 | 0.00% | 0.08% | 0.30% | Q2 2017 | Q1 2021 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 14 |
Marietta Wealth Management, LLC | 14 | 14 | 0.14% | 0.26% | 0.37% | Q4 2016 | Q1 2020 | 14 |
Glenview Trust Co | 13 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
FIRST INTERSTATE BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2021 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 4 | 0.00% | 0.11% | 0.24% | Q1 2014 | Q3 2017 | 14 |
WIMMER ASSOCIATES 1, LLC | 7 | 2 | 0.12% | 0.19% | 0.27% | Q1 2016 | Q2 2021 | 14 |
Matterhorn Capital Management, LLC | 14 | 14 | 0.58% | 1.37% | 1.58% | Q2 2013 | Q3 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
Virtu KCG Holdings LLC | 13 | 1 | 0.01% | 0.06% | 0.30% | Q3 2013 | Q1 2017 | 14 |
THOMPSON DAVIS & CO., INC. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2017 | 14 |
Lehman Financial Resources, Inc. | 14 | 14 | 0.04% | 1.42% | 2.66% | Q3 2013 | Q4 2016 | 14 |
Arlington Partners LLC | 14 | 14 | 0.45% | 0.80% | 1.17% | Q2 2020 | Q3 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 0.51% | 0.93% | 1.34% | Q2 2020 | Q3 2023 | 14 |
Marquette Asset Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2022 | 14 |
Counsel Portfolio Services Inc. | 13 | 13 | 0.09% | 0.27% | 0.47% | Q2 2013 | Q2 2016 | 13 |
Princeton Global Asset Management LLC | 13 | 13 | 0.01% | 0.19% | 0.58% | Q4 2018 | Q4 2021 | 13 |
Financial Management Professionals, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.08% | 0.23% | 0.34% | Q4 2013 | Q4 2016 | 13 |
Sharkey, Howes & Javer | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Gardner Russo & Gardner | 12 | 1 | 0.00% | 3.23% | 6.11% | Q4 2017 | Q3 2023 | 13 |
Great Diamond Partners, LLC | 12 | 1 | 0.00% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 13 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2021 | 13 |
Riverview Trust Co | 12 | 1 | 0.01% | 0.16% | 0.21% | Q1 2019 | Q3 2023 | 13 |
Wellington Shields & Co., LLC | 12 | 1 | 0.06% | 0.17% | 0.44% | Q3 2017 | Q3 2023 | 13 |
Orion Portfolio Solutions, LLC | 10 | 3 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Capital World Investors | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 13 |
Tradewinds Capital Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
FRANKLIN STREET ADVISORS INC /NC | 12 | 1 | 0.02% | 0.02% | 0.06% | Q2 2019 | Q2 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Certified Advisory Corp | 11 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 13 |
Homrich & Berg | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Calvert Investment Management, Inc. | 13 | 13 | 0.04% | 0.23% | 0.32% | Q2 2013 | Q2 2016 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Blume Capital Management, Inc. | 11 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 13 |
NORTHEAST INVESTMENT MANAGEMENT | 12 | 1 | 0.02% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 13 |
HighTower Trust Company, N.A. | 7 | 1 | 0.06% | 0.14% | 0.89% | Q4 2015 | Q2 2022 | 13 |
Red Door Wealth Management, LLC | 9 | 4 | 0.07% | 0.14% | 0.22% | Q4 2019 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 7 | 2 | 0.03% | 0.09% | 0.15% | Q4 2018 | Q3 2023 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 13 |
PAX Financial Group, LLC | 13 | 13 | 0.10% | 0.16% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.14% | 0.53% | 0.92% | Q3 2020 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 13 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 13 | 13 | 1.94% | 2.28% | 2.50% | Q2 2013 | Q2 2016 | 13 |
Dorsey & Whitney Trust CO LLC | 13 | 13 | 0.03% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
FIRST FOUNDATION ADVISORS | 13 | 13 | 0.01% | 0.61% | 1.14% | Q1 2018 | Q1 2021 | 13 |
CVA Family Office, LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
One Capital Management, LLC | 12 | 1 | 0.02% | 0.26% | 0.40% | Q3 2014 | Q3 2023 | 13 |
Essex Savings Bank | 13 | 13 | 0.09% | 0.17% | 0.24% | Q4 2018 | Q4 2021 | 13 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 5 | 0.04% | 0.22% | 0.56% | Q2 2013 | Q3 2016 | 13 |
Curbstone Financial Management Corp | 13 | 13 | 0.17% | 0.21% | 0.26% | Q4 2020 | Q4 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.02% | 0.30% | 0.85% | Q3 2020 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q4 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Fairhaven Wealth Management, LLC | 13 | 13 | 0.14% | 0.42% | 0.70% | Q4 2018 | Q4 2021 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.15% | 0.37% | Q4 2016 | Q1 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
WEST PACES ADVISORS INC. | 9 | 4 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2021 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.02% | 0.12% | 0.30% | Q2 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.02% | 0.11% | Q3 2020 | Q3 2023 | 13 |
NORTHSTAR WEALTH PARTNERS LLC | 13 | 13 | 0.20% | 0.82% | 1.04% | Q3 2017 | Q3 2020 | 13 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.02% | 0.16% | 0.43% | Q2 2014 | Q1 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
LORD, ABBETT & CO. LLC | 7 | 6 | 0.01% | 0.17% | 0.38% | Q1 2020 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
BEACH INVESTMENT COUNSEL INC/PA | 13 | 13 | 0.37% | 0.43% | 0.49% | Q4 2020 | Q4 2023 | 13 |
LEVIN CAPITAL STRATEGIES, L.P. | 12 | 12 | 0.03% | 1.73% | 3.15% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.32% | 0.39% | 0.45% | Q4 2020 | Q3 2023 | 12 |
KLINGENSTEIN FIELDS & CO LP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.30% | 0.43% | 0.54% | Q4 2020 | Q3 2023 | 12 |
HEARTLAND ADVISORS INC | 12 | 12 | 0.17% | 0.20% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Marble Harbor Investment Counsel, LLC | 12 | 12 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Stolper Co | 12 | 12 | 0.39% | 0.57% | 0.78% | Q3 2020 | Q2 2023 | 12 |
Costello Asset Management, INC | 12 | 12 | 0.25% | 1.47% | 2.94% | Q4 2020 | Q3 2023 | 12 |
Clarius Group, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
BRIGHTON JONES LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.33% | 0.41% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Cullen Capital Management, LLC | 12 | 12 | 1.42% | 2.08% | 2.72% | Q4 2020 | Q3 2023 | 12 |
Quantitative Investment Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.23% | Q3 2013 | Q3 2021 | 12 |
Procyon Advisors, LLC | 6 | 3 | 0.02% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 12 |
Atlas Brown,Inc. | 12 | 12 | 0.10% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Signet Investment Advisory Group, Inc. | 12 | 12 | 0.03% | 0.69% | 0.93% | Q4 2020 | Q3 2023 | 12 |
9258 Wealth Management, LLC | 12 | 12 | 0.04% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 12 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.05% | 0.18% | Q4 2018 | Q3 2023 | 12 |
QV Investors Inc. | 12 | 12 | 0.22% | 1.09% | 1.65% | Q4 2020 | Q3 2023 | 12 |
TODD ASSET MANAGEMENT LLC | 12 | 12 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
TRILLIUM ASSET MANAGEMENT, LLC | 12 | 12 | 0.94% | 1.26% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Personal Capital Advisors Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 12 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 12 |
WCM INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 12 |
HEADINVEST, LLC | 12 | 12 | 0.74% | 0.94% | 1.22% | Q4 2020 | Q3 2023 | 12 |
Birch Hill Investment Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Graypoint LLC | 12 | 12 | 0.04% | 0.16% | 0.34% | Q4 2020 | Q3 2023 | 12 |
DELTA CAPITAL MANAGEMENT LLC | 12 | 12 | 0.97% | 1.19% | 1.61% | Q4 2020 | Q3 2023 | 12 |
BTC Capital Management, Inc. | 12 | 12 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ROBERTS GLORE & CO INC /IL/ | 12 | 12 | 0.10% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 12 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 12 | 0.11% | 0.23% | 0.36% | Q4 2020 | Q3 2023 | 12 |
WealthPLAN Partners, LLC | 5 | 1 | 0.00% | 0.05% | 0.10% | Q4 2015 | Q2 2023 | 12 |
O'Brien Greene & Co. Inc | 12 | 12 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
YACKTMAN ASSET MANAGEMENT LP | 12 | 12 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
YCG, LLC | 12 | 12 | 1.33% | 1.65% | 2.22% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 12 |
MAR VISTA INVESTMENT PARTNERS LLC | 12 | 12 | 0.00% | 0.92% | 2.36% | Q4 2020 | Q3 2023 | 12 |
HighMark Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.00% | 0.15% | 0.17% | Q4 2020 | Q3 2023 | 12 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SHELTON CAPITAL MANAGEMENT | 12 | 12 | 0.02% | 0.17% | 0.34% | Q4 2020 | Q3 2023 | 12 |
SAGE RHINO CAPITAL LLC | 12 | 12 | 0.08% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 12 |
S.A. Mason LLC | 12 | 12 | 0.15% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
GUYASUTA INVESTMENT ADVISORS INC | 12 | 12 | 0.48% | 1.76% | 2.61% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Hummer Financial Advisory Services Inc | 12 | 12 | 0.27% | 0.35% | 0.49% | Q4 2020 | Q3 2023 | 12 |
CHICAGO TRUST Co NA | 12 | 12 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.01% | 0.06% | 0.19% | Q4 2014 | Q1 2020 | 12 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 12 | 12 | 0.32% | 0.38% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Leisure Capital Management | 12 | 12 | 0.38% | 0.51% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Spectrum Management Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 12 |
LOOMIS SAYLES & CO L P | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Garner Asset Management Corp | 12 | 12 | 0.45% | 0.56% | 0.76% | Q4 2020 | Q3 2023 | 12 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 8 | 4 | 0.29% | 0.73% | 1.04% | Q2 2013 | Q4 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2021 | 12 |
FRG Family Wealth Advisors LLC | 12 | 12 | 0.08% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 0.53% | 0.65% | 0.83% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.12% | 0.21% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
OmniStar Financial Group, Inc. | 12 | 12 | 0.87% | 1.07% | 1.20% | Q4 2020 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 12 |
PrairieView Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.04% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 1.56% | 1.98% | 2.68% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.09% | 0.19% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Boston Common Asset Management, LLC | 12 | 12 | 0.57% | 1.09% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 12 |
Carnegie Capital Asset Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.13% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Abbrea Capital, LLC | 12 | 12 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
COZAD ASSET MANAGEMENT INC | 12 | 12 | 0.07% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SEARLE & CO. | 12 | 12 | 0.12% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
FCA CORP /TX | 12 | 12 | 0.08% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.12% | 0.17% | 0.30% | Q4 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.72% | 0.86% | 1.04% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.17% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
OKABENA INVESTMENT SERVICES INC | 10 | 2 | 0.08% | 0.62% | 1.04% | Q4 2019 | Q4 2022 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.59% | 0.72% | 1.01% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.11% | 0.58% | Q3 2019 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 0.21% | 0.29% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.25% | 0.32% | 0.39% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PLANNING CORP | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2017 | 12 |
Northwest Capital Management Inc | 12 | 12 | 0.14% | 0.20% | 0.32% | Q4 2020 | Q3 2023 | 12 |
First Eagle Investment Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Simplicity Solutions, LLC | 4 | 1 | 0.02% | 0.08% | 0.17% | Q4 2015 | Q3 2023 | 12 |
HYMAN CHARLES D | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
RBF Capital, LLC | 12 | 12 | 0.09% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
AUGUSTINE ASSET MANAGEMENT INC | 12 | 12 | 0.12% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
JT Stratford LLC | 12 | 12 | 0.76% | 1.41% | 1.82% | Q4 2016 | Q3 2019 | 12 |
Investors Research Corp | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.29% | 0.44% | 0.95% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2021 | 12 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 12 |
Symphony Financial, Ltd. Co. | 12 | 12 | 0.06% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 1.17% | 1.35% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Nicholas Hoffman & Company, LLC. | 12 | 12 | 0.03% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.11% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.38% | 0.46% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Avidian Wealth Solutions, LLC | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Chicago Capital, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q1 2019 | 12 |
Gruss & Co., LLC | 8 | 4 | 0.30% | 0.50% | 0.99% | Q2 2013 | Q4 2018 | 12 |
AMG National Trust Bank | 6 | 6 | 0.04% | 0.10% | 0.13% | Q3 2014 | Q3 2023 | 12 |
SCHARF INVESTMENTS, LLC | 12 | 12 | 2.27% | 3.10% | 3.88% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.03% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 12 |
IAG Wealth Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Euro Pacific Asset Management, LLC | 12 | 12 | 1.78% | 2.76% | 3.68% | Q4 2020 | Q3 2023 | 12 |
Legacy Private Trust Co. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ROCKLAND TRUST CO | 12 | 12 | 0.36% | 0.43% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.07% | 0.13% | 0.25% | Q2 2020 | Q1 2023 | 12 |
Buckingham Capital Management, Inc. | 11 | 1 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q2 2023 | 12 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.06% | 0.18% | Q4 2020 | Q3 2023 | 11 |
BlackRock Group LTD | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
SEGALL BRYANT & HAMILL, LLC | 5 | 1 | 0.01% | 0.25% | 0.64% | Q3 2020 | Q3 2023 | 11 |
CYPRESS ASSET MANAGEMENT INC/TX | 11 | 11 | 0.13% | 0.19% | 0.32% | Q4 2020 | Q2 2023 | 11 |
WHV Investments, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
CATAWBA CAPITAL MANAGEMENT /VA | 11 | 11 | 0.08% | 0.12% | 0.14% | Q1 2015 | Q3 2017 | 11 |
AUXIER ASSET MANAGEMENT | 11 | 11 | 0.68% | 0.85% | 0.95% | Q1 2021 | Q3 2023 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2019 | 11 |
SPINNAKER TRUST | 6 | 5 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.04% | 0.11% | Q4 2012 | Q3 2023 | 11 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.36% | 0.53% | 0.68% | Q1 2021 | Q3 2023 | 11 |
CREDIT AGRICOLE S A | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 8 | 3 | 0.29% | 0.38% | 0.49% | Q1 2014 | Q2 2021 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2017 | 11 |
Rathbones Group PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Progressive Investment Management Corp | 8 | 3 | 0.33% | 1.70% | 2.39% | Q2 2013 | Q4 2017 | 11 |
NORGES BANK | 9 | 2 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q4 2022 | 11 |
BANK OF STOCKTON | 11 | 11 | 0.11% | 0.22% | 0.29% | Q4 2017 | Q2 2020 | 11 |
GHP Investment Advisors, Inc. | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
PUTNAM INVESTMENTS LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ativo Capital Management LLC | 8 | 3 | 0.09% | 0.70% | 1.10% | Q4 2014 | Q3 2023 | 11 |
Zuckerman Investment Group, LLC | 11 | 11 | 0.20% | 2.25% | 2.98% | Q1 2012 | Q3 2014 | 11 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.07% | 0.18% | Q2 2015 | Q2 2023 | 11 |
Gabalex Capital Management LLC | 11 | 11 | 2.02% | 5.23% | 6.53% | Q2 2019 | Q4 2021 | 11 |
Lenox Wealth Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Sanders Capital, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
PATTON ALBERTSON MILLER GROUP, LLC | 11 | 11 | 0.05% | 0.12% | 0.16% | Q2 2019 | Q4 2021 | 11 |
Price Wealth, LLC | 11 | 11 | 0.12% | 0.24% | 0.29% | Q1 2018 | Q3 2020 | 11 |
Gilman Hill Asset Management, LLC | 11 | 11 | 0.51% | 0.58% | 0.67% | Q1 2021 | Q3 2023 | 11 |
A. D. Beadell Investment Counsel, Inc. | 11 | 11 | 1.17% | 3.46% | 4.28% | Q2 2013 | Q4 2015 | 11 |
AMERICAN ASSET MANAGEMENT INC. | 11 | 11 | 0.12% | 0.18% | 0.24% | Q2 2017 | Q4 2019 | 11 |
Winfield Associates, Inc. | 8 | 3 | 0.01% | 0.05% | 0.15% | Q4 2013 | Q4 2017 | 11 |
Alpha Cubed Investments, LLC | 7 | 1 | 0.02% | 0.19% | 0.69% | Q1 2017 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Cordasco Financial Network | 10 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q2 2022 | 11 |
FAS Wealth Partners, Inc. | 11 | 11 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Select Asset Management & Trust | 11 | 11 | 0.14% | 0.23% | 0.30% | Q4 2020 | Q2 2023 | 11 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Renasant Bank | 6 | 5 | 0.20% | 0.24% | 0.36% | Q4 2020 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.18% | 0.77% | 1.31% | Q1 2021 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Venturi Wealth Management, LLC | 8 | 3 | 0.00% | 0.31% | 0.52% | Q3 2016 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
TIAA, FSB | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 11 |
Fluent Financial, LLC | 7 | 4 | 0.59% | 0.75% | 0.98% | Q4 2019 | Q3 2023 | 11 |
Larson Financial Group LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Foundations Investment Advisors, LLC | 6 | 5 | 0.02% | 0.07% | 0.14% | Q2 2018 | Q3 2023 | 11 |
VisionPoint Advisory Group, LLC | 9 | 2 | 0.00% | 0.17% | 0.85% | Q4 2018 | Q3 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.04% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Frisch Financial Group, Inc. | 9 | 2 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Qtron Investments LLC | 10 | 1 | 0.05% | 0.15% | 0.27% | Q4 2020 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
tru Independence LLC | 10 | 1 | 0.00% | 1.65% | 2.13% | Q4 2020 | Q3 2023 | 11 |
EPIQ PARTNERS, LLC | 11 | 11 | 0.76% | 1.15% | 1.33% | Q1 2021 | Q3 2023 | 11 |
Optas, LLC | 6 | 5 | 0.08% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 11 |
Auxano Advisors, LLC | 11 | 11 | 0.13% | 0.29% | 0.50% | Q1 2021 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.50% | 0.92% | 1.27% | Q4 2020 | Q2 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.10% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Tranquilli Financial Advisor LLC | 6 | 5 | 0.14% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 11 |
Robbins Farley | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Range Financial Group LLC | 11 | 11 | 0.33% | 0.40% | 0.48% | Q1 2021 | Q3 2023 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 5 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 11 |
PDS Planning, Inc | 6 | 5 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 3.42% | 4.32% | 5.38% | Q1 2021 | Q3 2023 | 11 |
MACKENZIE FINANCIAL CORP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2016 | 11 |
Lloyd Advisory Services, LLC. | 9 | 1 | 0.00% | 0.11% | 0.39% | Q4 2019 | Q3 2023 | 10 |
Keeley-Teton Advisors, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 10 |
Candriam S.C.A. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Trutina Financial LLC | 9 | 1 | 0.01% | 3.02% | 3.98% | Q3 2013 | Q4 2016 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
RUSSELL FRANK CO/ | 7 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Garrison Asset Management, LLC | 5 | 1 | 0.12% | 0.16% | 0.30% | Q3 2016 | Q3 2023 | 10 |
Hoxton Financial, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 10 |
Watchman Group, Inc. | 10 | 10 | 0.23% | 0.69% | 1.14% | Q4 2019 | Q1 2022 | 10 |
Cypress Capital Group | 10 | 10 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 10 |
M. Kulyk & Associates, LLC | 9 | 1 | 0.05% | 0.57% | 0.94% | Q4 2020 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.05% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 10 |
AlphaMark Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 10 |
BlackRock Institutional Trust Company, N.A. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 10 |
Arjuna Capital | 10 | 10 | 0.09% | 0.21% | 0.42% | Q2 2021 | Q3 2023 | 10 |
Marks Group Wealth Management, Inc | 9 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q1 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Zions Bancorporation | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 10 |
Alhambra Investment Management LLC | 6 | 4 | 0.13% | 0.16% | 0.20% | Q1 2021 | Q3 2023 | 10 |
CLARK ESTATES INC/NY | 8 | 2 | 0.19% | 3.50% | 5.49% | Q4 2016 | Q3 2023 | 10 |
South Dakota Investment Council | 10 | 10 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q1 2023 | 10 |
Meridian Wealth Advisors, LLC | 8 | 1 | 0.01% | 0.10% | 0.15% | Q4 2018 | Q2 2023 | 10 |
Centerpoint Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.35% | 0.57% | 0.74% | Q3 2021 | Q4 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 10 |
Kelman-Lazarov, Inc. | 10 | 10 | 0.11% | 0.17% | 0.26% | Q1 2016 | Q2 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 10 |
BSW Wealth Partners | 10 | 10 | 0.14% | 0.19% | 0.25% | Q4 2020 | Q1 2023 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 10 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 10 |
EASTERLY INVESTMENT PARTNERS LLC | 10 | 10 | 0.08% | 1.89% | 3.46% | Q2 2021 | Q3 2023 | 10 |
MEEDER ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 10 |
Avestar Capital, LLC | 7 | 3 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q4 2021 | 10 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 7 | 3 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q2 2023 | 10 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 1 | 0.02% | 0.09% | 0.19% | Q1 2013 | Q3 2023 | 10 |
Abundance Wealth Counselors | 6 | 1 | 0.08% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 10 |
Spotlight Asset Group, Inc. | 8 | 2 | 0.00% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 10 |
PFG Advisors | 10 | 10 | 0.10% | 0.17% | 0.26% | Q1 2021 | Q2 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Covenant Partners, LLC | 10 | 10 | 0.13% | 0.25% | 0.43% | Q2 2021 | Q3 2023 | 10 |
InTrack Investment Management Inc | 5 | 1 | 0.16% | 0.65% | 1.15% | Q4 2020 | Q4 2023 | 10 |
DUNCKER STREETT & CO INC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2022 | 10 |
Lion Street Advisors, LLC | 9 | 1 | 0.04% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.05% | 0.18% | 0.45% | Q2 2016 | Q3 2018 | 10 |
RMR Wealth Builders | 4 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q1 2023 | 10 |
EP Wealth Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BOENNING & SCATTERGOOD, INC. | 9 | 9 | 0.06% | 0.17% | 0.34% | Q4 2020 | Q4 2022 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 9 |
Callahan Advisors, LLC | 9 | 9 | 0.14% | 0.27% | 0.34% | Q3 2021 | Q3 2023 | 9 |
Community Capital Management, LLC | 8 | 8 | 0.01% | 1.69% | 2.73% | Q4 2021 | Q3 2023 | 9 |
SPRENG CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.12% | 0.20% | 0.25% | Q4 2019 | Q4 2021 | 9 |
ZEKE CAPITAL ADVISORS, LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q4 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.08% | 0.20% | Q2 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 9 |
West Family Investments, Inc. | 6 | 3 | 0.14% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.06% | 0.13% | 0.49% | Q2 2013 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2015 | 9 |
Beutel, Goodman & Co Ltd. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 9 |
DRW Securities, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Investment Research & Advisory Group, Inc. | 9 | 9 | 0.06% | 0.52% | 1.03% | Q4 2019 | Q4 2021 | 9 |
Bell Rock Capital LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q4 2018 | 9 |
Savant Capital, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Paradigm Financial Partners, LLC | 9 | 9 | 0.49% | 0.68% | 0.86% | Q4 2018 | Q4 2020 | 9 |
Texan Capital Management | 7 | 1 | 0.08% | 0.25% | 0.36% | Q2 2013 | Q1 2016 | 9 |
TEACHERS ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
CANANDAIGUA NATIONAL CORP | 9 | 9 | 0.05% | 0.06% | 0.09% | Q4 2020 | Q4 2022 | 9 |
Surevest, LLC | 5 | 4 | 0.01% | 0.19% | 0.46% | Q4 2018 | Q3 2022 | 9 |
Allen Capital Group, LLC | 6 | 3 | 0.18% | 0.35% | 0.51% | Q2 2021 | Q3 2023 | 9 |
Camarda Financial Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q2 2019 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.08% | 0.13% | 0.21% | Q1 2021 | Q1 2023 | 9 |
Insight Wealth Strategies, LLC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q1 2019 | Q1 2021 | 9 |
Phocas Financial Corp. | 7 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Williams Jones Wealth Management, LLC. | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.04% | 0.29% | 0.44% | Q4 2020 | Q4 2022 | 9 |
Concert Wealth Management Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 9 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.13% | 0.35% | Q1 2016 | Q3 2023 | 9 |
DELTA FINANCIAL ADVISORS LLC | 9 | 9 | 0.09% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Columbus Macro, LLC | 7 | 2 | 0.33% | 0.53% | 0.67% | Q2 2021 | Q3 2023 | 9 |
BANCORPSOUTH INC | 7 | 2 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q3 2016 | 9 |
BBVA USA Bancshares, Inc. | 5 | 4 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q1 2021 | 9 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q4 2022 | 9 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.11% | 0.36% | Q1 2014 | Q3 2023 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Ridgewood Investments LLC | 6 | 3 | 0.09% | 0.37% | 0.50% | Q4 2016 | Q2 2023 | 9 |
Kingsview Wealth Management, LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 9 |
FIRST NATIONAL TRUST CO | 6 | 3 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q2 2018 | 9 |
TRUST CO OF OKLAHOMA | 8 | 1 | 0.10% | 0.17% | 0.23% | Q3 2014 | Q4 2016 | 9 |
Aries Wealth Management | 4 | 1 | 0.09% | 0.12% | 0.14% | Q2 2019 | Q3 2023 | 9 |
Bank of Marin | 9 | 9 | 0.14% | 0.21% | 0.28% | Q4 2019 | Q4 2021 | 9 |
Boit C F David | 5 | 4 | 0.43% | 0.49% | 0.67% | Q2 2021 | Q3 2023 | 9 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.27% | 0.29% | 0.31% | Q2 2013 | Q1 2015 | 8 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
United American Securities Inc. (d/b/a UAS Asset Management) | 6 | 1 | 0.11% | 1.32% | 2.05% | Q2 2013 | Q4 2016 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.27% | 0.31% | 0.39% | Q4 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.52% | 0.64% | 0.76% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.22% | 0.23% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.24% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Tower View Wealth Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Corient Capital Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Kovack Advisors, Inc. | 3 | 2 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 8 |
New Capital Management LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.34% | 0.41% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Adams Chetwood Wealth Management LLC | 8 | 8 | 0.16% | 0.20% | 0.24% | Q4 2019 | Q3 2021 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.76% | 1.05% | 1.39% | Q4 2021 | Q3 2023 | 8 |
Perkins Coie Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
WoodTrust Financial Corp | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.09% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Powell Investment Advisors, LLC | 8 | 8 | 0.13% | 0.36% | 0.74% | Q4 2019 | Q3 2021 | 8 |
Keene & Associates, Inc. | 8 | 8 | 2.30% | 2.52% | 2.66% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.49% | 0.66% | 0.80% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.28% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.04% | 0.15% | 0.21% | Q4 2019 | Q3 2021 | 8 |
Crosspoint Capital Strategies, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Tevis Investment Management | 8 | 8 | 1.87% | 2.68% | 3.37% | Q4 2021 | Q3 2023 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.19% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Heritage Way Advisors, LLC | 5 | 3 | 0.26% | 0.77% | 1.44% | Q4 2016 | Q3 2019 | 8 |
Summit Trail Advisors, LLC | 6 | 2 | 0.01% | 0.07% | 0.26% | Q4 2017 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.86% | 1.10% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Cedar Mountain Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.36% | 0.39% | 0.43% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
JEPPSON WEALTH MANAGEMENT, LLC | 7 | 1 | 0.09% | 0.24% | 0.30% | Q3 2020 | Q3 2023 | 8 |
High Net Worth Advisory Group LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.34% | 0.37% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Barrett Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 1.40% | 2.41% | 3.07% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q4 2022 | 8 |
Americana Partners, LLC | 8 | 8 | 0.05% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.44% | 0.62% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q4 2015 | 8 |
Liberty Mutual Group Asset Management Inc. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 3 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.50% | 1.23% | 2.01% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Nepsis Inc. | 6 | 1 | 0.11% | 0.18% | 0.22% | Q4 2015 | Q2 2018 | 8 |
ERTS Wealth Advisors, LLC | 8 | 8 | 0.08% | 0.18% | 0.27% | Q4 2018 | Q3 2020 | 8 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 8 | 8 | 0.27% | 0.48% | 0.70% | Q1 2021 | Q4 2022 | 8 |
Claro Advisors LLC | 5 | 1 | 0.06% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 8 |
Private Wealth Partners, LLC | 5 | 1 | 0.02% | 0.23% | 0.62% | Q4 2013 | Q2 2023 | 8 |
Shorepoint Capital Partners LLC | 4 | 4 | 0.08% | 0.62% | 1.21% | Q1 2019 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
JACOBS & CO/CA | 8 | 8 | 0.47% | 0.62% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Circle Wealth Management, LLC | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2020 | Q3 2022 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.06% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 8 |
Fiduciary Group LLC | 5 | 3 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 8 |
Sepio Capital, LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 8 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Aston Asset Management, LLC | 8 | 8 | 0.64% | 0.80% | 0.98% | Q3 2014 | Q2 2016 | 8 |
CADENCE BANK NA | 8 | 8 | 0.09% | 0.20% | 0.34% | Q3 2020 | Q2 2022 | 8 |
ARGENT TRUST Co | 8 | 8 | 0.11% | 0.19% | 0.32% | Q4 2014 | Q3 2016 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.19% | 0.40% | 1.46% | Q1 2013 | Q4 2014 | 8 |
FORVIS Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ROOSEVELT INVESTMENT GROUP LLC | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2022 | 8 |
Advocacy Wealth Management Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
COWEN INC. | 5 | 1 | 0.01% | 0.25% | 0.69% | Q1 2017 | Q2 2019 | 8 |
OPTIMUM INVESTMENT ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 8 |
Rossmore Private Capital | 7 | 1 | 0.01% | 0.09% | 0.12% | Q4 2017 | Q3 2021 | 8 |
CNB Bank | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Arkadios Wealth Advisors | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 8 |
Piscataqua Savings Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 5 | 3 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Redmond Asset Management, LLC | 8 | 8 | 0.33% | 0.44% | 0.54% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Lantz Financial LLC | 5 | 3 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 8 |
KING INVESTMENT ADVISORS INC/TX | 8 | 8 | 0.17% | 0.20% | 0.24% | Q2 2013 | Q1 2015 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.02% | 0.07% | 0.08% | Q4 2015 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.16% | 0.33% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Berkeley Capital Partners, LLC | 8 | 8 | 0.09% | 0.49% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.23% | 0.25% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Chicago Partners Investment Group LLC | 6 | 2 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
WESPAC Advisors, LLC | 8 | 8 | 1.20% | 1.40% | 1.56% | Q3 2013 | Q2 2015 | 8 |
Princeton Alpha Management LP | 4 | 2 | 0.04% | 0.13% | 0.26% | Q4 2013 | Q1 2016 | 8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8 | 8 | 1.58% | 2.38% | 3.06% | Q4 2021 | Q3 2023 | 8 |
STOCK YARDS BANK & TRUST CO | 6 | 2 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 8 |
Malaga Cove Capital, LLC | 8 | 8 | 0.12% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Kemnay Advisory Services Inc. | 8 | 8 | 1.62% | 2.56% | 5.02% | Q4 2020 | Q3 2022 | 8 |
Five Oceans Advisors | 8 | 8 | 0.20% | 0.34% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.24% | 0.39% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.29% | 0.38% | 0.45% | Q4 2021 | Q4 2023 | 8 |
Cascade Investment Advisors, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Sensato Investors LLC | 8 | 8 | 0.10% | 1.50% | 4.01% | Q4 2017 | Q3 2019 | 8 |
Crewe Advisors LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
PREMIER ASSET MANAGEMENT LLC | 7 | 7 | 0.23% | 0.26% | 0.28% | Q4 2016 | Q2 2018 | 7 |
Capital Investment Counsel, Inc | 7 | 7 | 0.09% | 0.18% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.56% | 0.70% | 0.92% | Q4 2016 | Q2 2018 | 7 |
ROYCE & ASSOCIATES LP | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Ionic Capital Management LLC | 3 | 1 | 0.01% | 0.67% | 2.91% | Q4 2014 | Q1 2023 | 7 |
First Trust Bank, Ltd. | 7 | 7 | 7.04% | 8.22% | 10.31% | Q1 2021 | Q3 2022 | 7 |
J.W. COLE ADVISORS, INC. | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 7 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 7 |
Sierra Capital LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.02% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Pacifica Partners Inc. | 4 | 1 | 0.01% | 0.63% | 0.97% | Q4 2019 | Q4 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Choate Investment Advisors | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.11% | 0.16% | 0.20% | Q4 2014 | Q2 2016 | 7 |
Lee Financial Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
Vident Investment Advisory, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 7 |
NICHOLAS COMPANY, INC. | 4 | 3 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q3 2016 | 7 |
APPLETON PARTNERS INC/MA | 6 | 1 | 0.04% | 0.13% | 0.17% | Q3 2015 | Q2 2017 | 7 |
CENTAURUS FINANCIAL, INC. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 7 |
FormulaFolio Investments, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 7 |
TIEMANN INVESTMENT ADVISORS, LLC | 7 | 7 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q2 2022 | 7 |
Peloton Wealth Strategists | 7 | 7 | 0.32% | 0.67% | 0.88% | Q2 2020 | Q4 2021 | 7 |
Camelot Portfolios, LLC | 4 | 1 | 0.09% | 0.29% | 0.42% | Q4 2013 | Q4 2021 | 7 |
WESBANCO BANK INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2023 | 7 |
M Holdings Securities, Inc. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2023 | 7 |
WASHINGTON TRUST BANK | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 7 |
FIRST NATIONAL BANK SIOUX FALLS | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q3 2016 | 7 |
Integrated Advisors Network LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PHILADELPHIA TRUST CO | 7 | 7 | 0.77% | 0.94% | 1.15% | Q1 2022 | Q3 2023 | 7 |
KEATING INVESTMENT COUNSELORS INC | 7 | 7 | 1.11% | 2.07% | 2.52% | Q1 2022 | Q3 2023 | 7 |
Capital Wealth Planning, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.03% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Arbor Wealth Management, LLC | 3 | 1 | 0.01% | 0.12% | 0.21% | Q4 2015 | Q2 2019 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Clarkston Capital Partners, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q3 2016 | 7 |
Thomasville National Bank | 7 | 7 | 0.17% | 0.24% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Private Ocean, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 7 |
ARGUS INVESTORS' COUNSEL, INC. | 7 | 7 | 0.95% | 1.28% | 1.65% | Q4 2020 | Q2 2022 | 7 |
Harbour Capital Advisors, LLC | 4 | 1 | 0.02% | 0.08% | 0.12% | Q1 2017 | Q2 2021 | 7 |
EQUITY INVESTMENT CORP | 7 | 7 | 2.02% | 2.26% | 2.43% | Q1 2022 | Q3 2023 | 7 |
CGOV Asset Management | 7 | 7 | 1.97% | 2.41% | 2.80% | Q3 2016 | Q1 2018 | 7 |
Knights of Columbus Asset Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.20% | 0.24% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Geneva Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.01% | 0.04% | 0.15% | Q1 2015 | Q2 2022 | 7 |
NVWM, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2020 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.39% | 0.64% | 0.74% | Q1 2022 | Q3 2023 | 7 |
Northwest Quadrant Wealth Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q2 2022 | 7 |
CHASE INVESTMENT COUNSEL CORP | 5 | 2 | 0.14% | 0.17% | 0.18% | Q1 2021 | Q3 2023 | 7 |
Fortitude Advisory Group L.L.C. | 4 | 3 | 0.09% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Dakota Wealth Management | 7 | 7 | 0.13% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 7 |
New England Research & Management, Inc. | 7 | 7 | 0.49% | 1.05% | 1.57% | Q4 2013 | Q2 2015 | 7 |
Global Financial Private Capital, Inc | 5 | 2 | 0.00% | 0.08% | 0.31% | Q3 2017 | Q2 2020 | 7 |
FirstPurpose Wealth LLC | 6 | 1 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 7 |
AUA CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.54% | 0.69% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.54% | 0.75% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.19% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 7 | 0.33% | 0.41% | 0.59% | Q4 2020 | Q2 2022 | 7 |
STANSBERRY ASSET MANAGEMENT, LLC | 7 | 7 | 0.61% | 0.89% | 1.09% | Q1 2022 | Q3 2023 | 7 |
Scott & Selber, Inc. | 7 | 7 | 0.36% | 0.41% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Salient Capital Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.31% | 0.45% | 0.83% | Q4 2021 | Q3 2023 | 7 |
Foresight Wealth Management, LLC | 7 | 7 | 0.01% | 0.08% | 0.14% | Q1 2021 | Q3 2022 | 7 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 7 |
Providence Capital Advisors, LLC | 7 | 7 | 0.00% | 0.46% | 0.69% | Q4 2020 | Q2 2022 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.02% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q4 2014 | 7 |
CEERA INVESTMENTS, LLC | 7 | 7 | 0.48% | 0.89% | 1.14% | Q1 2022 | Q3 2023 | 7 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2017 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.21% | 0.32% | Q2 2022 | Q3 2023 | 7 |
CX Institutional | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 7 |
BRR OpCo, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 7 | 7 | 1.02% | 1.65% | 1.85% | Q1 2022 | Q3 2023 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 5 | 2 | 0.00% | 0.05% | 0.11% | Q2 2014 | Q4 2018 | 7 |
Private Advisory Group LLC | 7 | 7 | 1.62% | 1.96% | 2.23% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Asset Management, LLC | 6 | 1 | 0.18% | 0.30% | 0.80% | Q4 2020 | Q3 2022 | 7 |
Landmark Bank | 7 | 7 | 0.08% | 0.21% | 0.25% | Q2 2018 | Q4 2019 | 7 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q4 2020 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.05% | 0.08% | 0.13% | Q2 2018 | Q4 2021 | 7 |
CoreFirst Bank & Trust | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 7 |
Golden State Equity Partners | 3 | 1 | 0.04% | 0.18% | 0.30% | Q1 2021 | Q3 2023 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Private Harbour Investment Management & Counsel, LLC | 7 | 7 | 1.40% | 1.76% | 1.89% | Q1 2022 | Q3 2023 | 7 |
Clear Perspectives Financial Planning, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
GoalVest Advisory LLC | 7 | 7 | 0.38% | 0.51% | 0.67% | Q2 2022 | Q4 2023 | 7 |
HighVista Strategies LLC | 6 | 1 | 0.24% | 0.29% | 0.34% | Q1 2014 | Q4 2016 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.19% | 0.32% | Q2 2013 | Q4 2014 | 7 |
CHIRON CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.26% | 0.50% | 0.96% | Q1 2022 | Q3 2023 | 7 |
Galibier Capital Management Ltd. | 7 | 7 | 0.10% | 0.17% | 0.30% | Q1 2020 | Q3 2021 | 7 |
Susquehanna International Securities, Ltd. | 6 | 1 | 0.07% | 0.31% | 0.59% | Q1 2019 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 7 |
Cedar Brook Financial Partners, LLC | 5 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.11% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
HERON FINANCIAL GROUP, LLC | 5 | 2 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q2 2023 | 7 |
Bay Harbor Wealth Management, LLC | 7 | 7 | 0.00% | 0.05% | 0.10% | Q1 2020 | Q3 2021 | 7 |
State of Wyoming | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Diversified Trust Co | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 6 |
Destiny Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 6 |
CIBC WORLD MARKETS CORP | 4 | 2 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q3 2018 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 6 |
Mork Capital Management, LLC | 5 | 1 | 0.48% | 0.79% | 0.99% | Q4 2014 | Q4 2017 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Hamlin Capital Management, LLC | 6 | 6 | 1.94% | 3.57% | 3.98% | Q2 2022 | Q3 2023 | 6 |
TELEMUS CAPITAL, LLC | 5 | 1 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q4 2021 | 6 |
Alpine Global Management, LLC | 5 | 1 | 0.13% | 0.95% | 1.49% | Q1 2017 | Q4 2018 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 6 | 6 | 0.02% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 6 |
MILES CAPITAL, INC. | 6 | 6 | 0.13% | 0.16% | 0.20% | Q3 2016 | Q4 2017 | 6 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Bison Wealth, LLC | 3 | 3 | 0.10% | 0.13% | 0.21% | Q2 2019 | Q1 2021 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2022 | 6 |
Alera Investment Advisors, LLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 6 |
QUEST CAPITAL MANAGEMENT INC /ADV | 6 | 6 | 0.06% | 0.14% | 0.17% | Q3 2020 | Q4 2021 | 6 |
XML Financial, LLC | 5 | 1 | 0.04% | 1.00% | 1.23% | Q1 2022 | Q3 2023 | 6 |
MANAGED ASSET PORTFOLIOS, LLC | 6 | 6 | 0.47% | 1.17% | 1.53% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quinn Opportunity Partners LLC | 6 | 6 | 0.04% | 0.08% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
FOUNDERS BANK & TRUST | 6 | 6 | 0.05% | 0.23% | 0.32% | Q3 2013 | Q4 2014 | 6 |
CSS LLC/IL | 4 | 1 | 0.02% | 0.09% | 0.18% | Q4 2017 | Q2 2020 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.07% | 0.16% | Q2 2021 | Q4 2022 | 6 |
Trexquant Investment LP | 2 | 1 | 0.04% | 0.06% | 0.12% | Q3 2015 | Q4 2021 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.38% | 0.46% | 0.54% | Q2 2022 | Q3 2023 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 1.53% | 1.88% | 2.07% | Q2 2022 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.08% | 0.20% | Q4 2016 | Q1 2020 | 6 |
Sara-Bay Financial | 6 | 6 | 0.17% | 0.20% | 0.24% | Q2 2020 | Q3 2021 | 6 |
Simmons Bank | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2019 | 6 |
Bank of New Hampshire | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lineweaver Wealth Advisors, LLC | 6 | 6 | 0.09% | 0.41% | 0.79% | Q2 2022 | Q3 2023 | 6 |
Beaumont Asset Management, L.L.C. | 6 | 6 | 0.32% | 0.36% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Ninety One UK Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Bremer Bank National Association | 5 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2021 | 6 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
HBW ADVISORY SERVICES LLC | 6 | 6 | 0.22% | 0.28% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.37% | 0.63% | Q1 2021 | Q1 2023 | 6 |
Bluefin Trading, LLC | 4 | 2 | 0.07% | 0.24% | 0.55% | Q2 2016 | Q4 2017 | 6 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 6 | 6 | 1.34% | 1.60% | 2.03% | Q2 2013 | Q3 2014 | 6 |
MMBG INVESTMENT ADVISORS CO. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.10% | 0.18% | 0.25% | Q4 2020 | Q1 2022 | 6 |
Godshalk Welsh Capital Management, Inc. | 6 | 6 | 0.16% | 0.40% | 0.53% | Q2 2022 | Q3 2023 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.00% | 0.18% | 0.29% | Q4 2020 | Q1 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.29% | 0.45% | Q4 2015 | Q1 2023 | 6 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 6 |
Barry Investment Advisors, LLC | 6 | 6 | 2.08% | 2.79% | 3.53% | Q2 2022 | Q3 2023 | 6 |
Allred Capital Management, LLC | 4 | 1 | 0.04% | 0.11% | 0.14% | Q1 2019 | Q1 2021 | 6 |
MATHER GROUP, LLC. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Silver Lake Advisory, LLC | 6 | 6 | 0.37% | 0.49% | 0.64% | Q4 2020 | Q1 2022 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Cyrus J. Lawrence, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.51% | 0.54% | 0.58% | Q3 2013 | Q4 2014 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2023 | 6 |
FORTEM FINANCIAL GROUP, LLC | 6 | 6 | 0.29% | 0.45% | 0.60% | Q4 2020 | Q1 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.10% | 0.11% | 0.11% | Q2 2018 | Q3 2019 | 6 |
TrinityPoint Wealth, LLC | 6 | 6 | 0.23% | 0.26% | 0.30% | Q3 2019 | Q4 2020 | 6 |
Wellesley Investment Partners, LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q2 2017 | Q1 2019 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 1.44% | 1.59% | 1.69% | Q2 2022 | Q3 2023 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ICICI Prudential Asset Management Co Ltd | 6 | 6 | 5.34% | 8.22% | 10.18% | Q3 2021 | Q4 2022 | 6 |
Aquatic Capital Management LLC | 3 | 3 | 0.01% | 0.13% | 0.22% | Q4 2021 | Q2 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Permit Capital, LLC | 6 | 6 | 0.10% | 0.17% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Claybrook Capital, LLC | 5 | 1 | 0.00% | 0.19% | 0.72% | Q4 2017 | Q2 2021 | 6 |
MOODY LYNN & LIEBERSON, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.12% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 6 |
Alberta Investment Management Corp | 6 | 6 | 0.01% | 0.07% | 0.10% | Q4 2016 | Q1 2018 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.22% | 0.24% | 0.28% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q2 2023 | 6 |
Tidal Investments LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.29% | 0.79% | Q2 2013 | Q4 2016 | 6 |
Van Leeuwen & Company, LLC | 6 | 6 | 0.60% | 1.27% | 1.56% | Q2 2022 | Q3 2023 | 6 |
Pendal Group Ltd | 6 | 6 | 0.01% | 2.30% | 4.39% | Q3 2021 | Q4 2022 | 6 |
Squar Milner Financial Services LLC | 5 | 1 | 0.00% | 0.10% | 0.26% | Q2 2018 | Q2 2020 | 6 |
COTTONWOOD CAPITAL ADVISORS, LLC | 4 | 1 | 0.18% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.08% | 0.11% | 0.13% | Q4 2016 | Q1 2018 | 6 |
COMPTON CAPITAL MANAGEMENT INC /RI | 6 | 6 | 0.11% | 0.20% | 0.25% | Q4 2020 | Q1 2022 | 6 |
IFG Advisory, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 6 |
Community Bank, N.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 6 |
Azimuth Capital Management LLC | 4 | 1 | 0.02% | 0.11% | 0.18% | Q2 2016 | Q3 2021 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Weaver C. Barksdale & Associates, Inc. | 6 | 6 | 1.68% | 1.91% | 2.11% | Q2 2022 | Q3 2023 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 6 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.60% | 1.68% | 1.76% | Q2 2013 | Q3 2014 | 6 |
Truvestments Capital LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2021 | 6 |
Santa Fe Partners LLC | 5 | 1 | 0.04% | 0.15% | 0.34% | Q2 2013 | Q2 2015 | 6 |
Compass Wealth Management LLC | 5 | 5 | 0.03% | 0.05% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
GRATRY & Co LLC | 4 | 1 | 1.47% | 2.25% | 2.73% | Q2 2013 | Q1 2018 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 5 |
NORTHROAD CAPITAL MANAGEMENT LLC | 5 | 5 | 2.20% | 2.30% | 2.47% | Q2 2013 | Q2 2014 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q4 2014 | 5 |
FIRST MERCHANTS CORP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.01% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Champlain Investment Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 5 |
WESTWOOD HOLDINGS GROUP INC | 4 | 1 | 0.00% | 0.07% | 0.10% | Q1 2016 | Q4 2019 | 5 |
BERKLEY W R CORP | 5 | 5 | 0.28% | 0.33% | 0.37% | Q1 2017 | Q1 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
MONETARY MANAGEMENT GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 5 | 0.25% | 0.32% | 0.37% | Q3 2022 | Q3 2023 | 5 |
HALL CAPITAL MANAGEMENT CO INC | 4 | 1 | 0.13% | 0.25% | 0.41% | Q4 2020 | Q1 2022 | 5 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 5 |
PARK NATIONAL CORP /OH/ | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 5 |
Resource Management, LLC | 5 | 5 | 0.40% | 0.52% | 0.66% | Q4 2020 | Q4 2021 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
HARTFORD INVESTMENT MANAGEMENT CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cowen Investment Management LLC | 5 | 5 | 0.14% | 1.23% | 4.04% | Q2 2020 | Q2 2021 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 5 |
ALERUS FINANCIAL NA | 5 | 5 | 0.49% | 0.78% | 1.09% | Q3 2022 | Q3 2023 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.35% | 0.81% | 2.58% | Q4 2015 | Q4 2016 | 5 |
Li Winifred I | 5 | 5 | 0.39% | 0.49% | 0.52% | Q4 2013 | Q4 2014 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.95% | 1.03% | 1.14% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.08% | 0.15% | 0.32% | Q4 2016 | Q4 2017 | 5 |
Freedom Day Solutions, LLC | 5 | 5 | 0.26% | 0.45% | 0.67% | Q4 2020 | Q4 2021 | 5 |
BLACKROCK ADVISORS LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 5 |
Asio Capital, LLC | 5 | 5 | 0.02% | 0.65% | 0.96% | Q4 2019 | Q4 2020 | 5 |
STEWART & PATTEN CO LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
BlackRock Japan Co. Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.01% | 0.27% | 0.61% | Q4 2020 | Q1 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.48% | 0.52% | 0.56% | Q3 2015 | Q3 2016 | 5 |
JACKSON SQUARE CAPITAL, LLC | 5 | 5 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q4 2020 | 5 |
Thrive Capital Management, LLC | 5 | 5 | 0.15% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
DnB Asset Management AS | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
MITCHELL CAPITAL MANAGEMENT CO | 5 | 5 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q4 2021 | 5 |
Moreno Evelyn V | 2 | 1 | 0.05% | 0.08% | 0.17% | Q1 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Western Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Annandale Capital, LLC | 5 | 5 | 0.09% | 0.12% | 0.18% | Q2 2021 | Q2 2022 | 5 |
OneAscent Wealth Management LLC | 3 | 2 | 0.10% | 0.27% | 0.85% | Q4 2020 | Q2 2022 | 5 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 4 | 1 | 0.06% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.06% | 0.12% | 0.16% | Q3 2013 | Q3 2014 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2020 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Argent Advisors, Inc. | 3 | 1 | 0.01% | 0.12% | 0.17% | Q4 2019 | Q4 2021 | 5 |
Sargent Bickham Lagudis LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 5 |
Campbell & CO Investment Adviser LLC | 3 | 2 | 0.08% | 0.56% | 1.60% | Q3 2015 | Q1 2023 | 5 |
Principal Street Partners, LLC | 5 | 5 | 0.09% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
CAPE COD FIVE CENTS SAVINGS BANK | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.24% | 0.32% | 0.44% | Q1 2015 | Q1 2016 | 5 |
Financial Network Wealth Management LLC | 5 | 5 | 0.14% | 0.26% | 0.40% | Q4 2020 | Q4 2021 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.86% | 1.18% | 1.52% | Q2 2019 | Q2 2020 | 5 |
Aurora Private Wealth, Inc. | 4 | 1 | 0.06% | 0.19% | 0.28% | Q2 2022 | Q3 2023 | 5 |
Blackhawk Capital Partners LLC. | 3 | 2 | 0.12% | 0.15% | 0.19% | Q4 2017 | Q1 2021 | 5 |
Mengis Capital Management, Inc. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Center for Financial Planning, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 5 |
Kore Private Wealth LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 5 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 4 | 1 | 1.70% | 2.36% | 2.86% | Q4 2015 | Q3 2017 | 5 |
Jump Financial, LLC | 3 | 2 | 0.01% | 0.11% | 0.39% | Q3 2020 | Q2 2023 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.13% | 0.14% | 0.16% | Q1 2019 | Q1 2020 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 5 |
Red Spruce Capital, LLC | 5 | 5 | 0.68% | 0.79% | 0.94% | Q4 2020 | Q4 2021 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q2 2014 | 5 |
BLB&B Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
FLC Capital Advisors | 5 | 5 | 0.15% | 0.21% | 0.23% | Q2 2022 | Q2 2023 | 5 |
MCIA Inc | 3 | 2 | 0.02% | 0.13% | 0.30% | Q2 2017 | Q1 2021 | 5 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q4 2015 | 5 |
Cladis Investment Advisory, LLC | 5 | 5 | 0.26% | 0.31% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Heritage Trust Co | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q3 2021 | 5 |
Miramar Capital, LLC | 5 | 5 | 1.82% | 2.84% | 3.62% | Q2 2019 | Q2 2020 | 5 |
GREENUP STREET WEALTH MANAGEMENT LLC | 5 | 5 | 0.41% | 0.49% | 0.63% | Q4 2021 | Q4 2022 | 5 |
ICA Group Wealth Management, LLC | 5 | 5 | 0.00% | 0.11% | 0.15% | Q2 2022 | Q2 2023 | 5 |
Carolina Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.43% | 0.46% | 0.49% | Q2 2013 | Q2 2014 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.18% | 0.22% | 0.31% | Q3 2022 | Q3 2023 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Welch Investments, LLC | 5 | 5 | 2.96% | 3.26% | 3.52% | Q4 2016 | Q4 2017 | 5 |
Perennial Advisors, LLC | 5 | 5 | 0.35% | 0.59% | 0.74% | Q4 2020 | Q4 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Coho Partners, Ltd. | 5 | 5 | 2.08% | 2.52% | 3.00% | Q4 2020 | Q4 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.65% | 0.74% | 0.80% | Q4 2021 | Q4 2022 | 5 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 5 | 5 | 0.47% | 0.53% | 0.60% | Q4 2020 | Q4 2021 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.31% | 0.75% | 1.53% | Q4 2016 | Q4 2017 | 5 |
Cadence Bank | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.11% | 0.23% | 0.38% | Q2 2021 | Q3 2023 | 4 |
Arvest Bank Trust Division | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Maven Securities LTD | 4 | 4 | 2.53% | 4.67% | 7.05% | Q1 2017 | Q4 2017 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q1 2022 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.13% | 0.16% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2016 | Q1 2017 | 4 |
Horan Capital Advisors, LLC. | 3 | 1 | 0.02% | 0.09% | 0.13% | Q3 2017 | Q2 2021 | 4 |
Sendero Wealth Management, LLC | 4 | 4 | 0.10% | 0.28% | 0.51% | Q4 2021 | Q3 2022 | 4 |
LMR Partners LLP | 3 | 1 | 0.02% | 1.24% | 4.38% | Q3 2017 | Q3 2023 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 4 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 4 |
HoyleCohen, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Carnick & Kubik, LLC | 4 | 4 | 0.52% | 0.58% | 0.66% | Q4 2013 | Q3 2014 | 4 |
Transform Wealth, LLC | 2 | 2 | 0.09% | 0.30% | 0.55% | Q2 2016 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 4 |
GQG Partners LLC | 2 | 1 | 0.03% | 0.42% | 0.97% | Q4 2020 | Q4 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
NuWave Investment Management, LLC | 2 | 2 | 0.01% | 0.25% | 0.62% | Q4 2020 | Q4 2021 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.03% | 0.10% | 0.23% | Q2 2015 | Q4 2017 | 4 |
PenderFund Capital Management Ltd. | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2017 | Q3 2018 | 4 |
IBERIABANK CORP | 2 | 1 | 0.02% | 0.12% | 0.17% | Q2 2013 | Q2 2019 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.08% | 0.44% | 0.75% | Q3 2019 | Q4 2022 | 4 |
Csenge Advisory Group | 3 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q4 2020 | 4 |
WEALTHFRONT Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 4 |
Sawyer & Company, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
SFMG, LLC | 3 | 1 | 0.02% | 0.06% | 0.18% | Q4 2014 | Q2 2022 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Poehling Capital Management, INC. | 2 | 2 | 0.03% | 0.29% | 0.57% | Q1 2018 | Q1 2023 | 4 |
Altman Advisors, Inc. | 1 | 1 | 0.82% | 1.25% | 1.67% | Q1 2020 | Q3 2023 | 4 |
Petrus Trust Company, LTA | 4 | 4 | 0.60% | 0.66% | 0.72% | Q4 2020 | Q3 2021 | 4 |
NUANCE INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Altium Wealth Management LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Distillate Capital Partners LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2022 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.06% | 0.18% | 0.41% | Q1 2020 | Q1 2022 | 4 |
Cox Capital Mgt LLC | 3 | 1 | 0.00% | 1.26% | 1.91% | Q1 2020 | Q2 2021 | 4 |
Next Capital Management LLC | 4 | 4 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q3 2019 | 4 |
Nachman Norwood & Parrott, Inc | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Reitz Capital Advisors LLC | 4 | 4 | 0.38% | 0.44% | 0.49% | Q2 2022 | Q1 2023 | 4 |
Financial & Tax Architects, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q2 2022 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q4 2020 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.26% | 0.41% | 0.63% | Q4 2020 | Q3 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Opes Wealth Management LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q1 2023 | 4 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 4 |
Strategic Financial Services, Inc, | 4 | 4 | 0.43% | 0.45% | 0.50% | Q2 2013 | Q1 2014 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Crestwood Advisors Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q2 2019 | Q1 2020 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 1 | 0.04% | 0.41% | 0.61% | Q1 2021 | Q2 2022 | 4 |
Inscription Capital, LLC | 2 | 1 | 0.06% | 0.09% | 0.18% | Q2 2021 | Q2 2023 | 4 |
Your Advocates Ltd., LLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
WADDELL & ASSOCIATES, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
OneAscent Financial Services LLC | 3 | 1 | 0.10% | 0.25% | 0.57% | Q3 2020 | Q2 2022 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
COMERICA SECURITIES INC | 3 | 1 | 0.03% | 0.06% | 0.07% | Q2 2016 | Q3 2017 | 4 |
HOEY INVESTMENTS, INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
General Partner, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2013 | Q2 2018 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Chronos Wealth Management, LLC | 4 | 4 | 1.23% | 1.82% | 2.54% | Q1 2021 | Q4 2021 | 4 |
Future Financial Wealth Managment LLC | 4 | 4 | 0.44% | 0.58% | 0.85% | Q3 2022 | Q2 2023 | 4 |
TI-TRUST, INC | 3 | 1 | 0.19% | 0.19% | 0.20% | Q4 2021 | Q2 2023 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
Moser Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Beech Hill Advisors, Inc. | 2 | 1 | 0.16% | 0.99% | 1.94% | Q1 2015 | Q1 2017 | 4 |
Aaron Wealth Advisors LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 2 | 0.06% | 0.13% | 0.27% | Q1 2021 | Q1 2023 | 4 |
qPULA Trading Management LP | 3 | 1 | 0.63% | 1.05% | 1.45% | Q1 2021 | Q1 2022 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Rede Wealth, LLC | 3 | 1 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q2 2023 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.29% | 0.36% | 0.42% | Q2 2022 | Q1 2023 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 4 |
OTA Financial Group L.P. | 3 | 1 | 1.32% | 1.45% | 1.59% | Q1 2015 | Q3 2017 | 4 |
Soditic Asset Management LLP | 4 | 4 | 0.44% | 0.61% | 1.02% | Q4 2020 | Q3 2021 | 4 |
Canvas Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.12% | Q1 2021 | Q4 2021 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.38% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
DGS Capital Management, LLC | 4 | 4 | 0.20% | 0.24% | 0.28% | Q2 2022 | Q1 2023 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.08% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.14% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Templeton & Phillips Capital Management, LLC | 4 | 4 | 10.97% | 11.37% | 11.66% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.54% | 0.63% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Kennon-Green & Company, LLC | 4 | 4 | 2.91% | 2.99% | 3.11% | Q4 2022 | Q3 2023 | 4 |
Windle Wealth, LLC | 4 | 4 | 4.38% | 4.44% | 4.48% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.66% | 0.71% | 0.76% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.18% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.20% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Applied Finance Capital Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.22% | 0.34% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.53% | 0.63% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 1.11% | 1.27% | 1.45% | Q4 2022 | Q3 2023 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q4 2021 | 4 |
MENLO ADVISORS LLC | 4 | 4 | 1.61% | 1.69% | 1.76% | Q1 2021 | Q4 2021 | 4 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q3 2013 | Q2 2015 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SPERO-SMITH INVESTMENT ADVISERS INC /OH | 4 | 4 | 1.96% | 2.06% | 2.14% | Q3 2014 | Q2 2015 | 4 |
OLD DOMINION CAPITAL MANAGEMENT INC | 4 | 4 | 1.06% | 1.19% | 1.36% | Q4 2020 | Q3 2021 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
FIRST CITIZENS BANK & TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
GREENWOOD GEARHART INC | 4 | 4 | 0.21% | 1.45% | 1.96% | Q4 2020 | Q3 2021 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 4 |
INVERNESS COUNSEL LLC /NY/ | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.06% | 0.08% | 0.08% | Q1 2023 | Q4 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ICON ADVISERS INC/CO | 3 | 1 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q2 2020 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.09% | 0.16% | 0.36% | Q2 2019 | Q1 2020 | 4 |
Onex Canada Asset Management Inc. | 4 | 4 | 0.20% | 0.33% | 0.53% | Q2 2013 | Q1 2014 | 4 |
GIRARD PARTNERS LTD. | 3 | 1 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 4 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.22% | 0.23% | 0.25% | Q1 2018 | Q4 2018 | 4 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Permanens Capital L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Wunderlich Capital Managemnt | 4 | 4 | 1.19% | 1.33% | 1.43% | Q4 2016 | Q3 2017 | 4 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.31% | 0.34% | 0.41% | Q1 2023 | Q3 2023 | 3 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
NWAM LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2022 | 3 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2022 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 1 | 0.01% | 0.08% | 0.22% | Q1 2019 | Q4 2020 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
DAVIDSON INVESTMENT ADVISORS | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 3 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 3 |
Brookmont Capital Management | 3 | 3 | 0.78% | 0.84% | 0.93% | Q4 2020 | Q2 2021 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Global Wealth Strategies & Associates | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 3 | 3 | 1.22% | 1.32% | 1.46% | Q2 2013 | Q4 2013 | 3 |
LUPO SECURITIES, LLC | 3 | 3 | 0.23% | 3.51% | 7.56% | Q1 2015 | Q3 2015 | 3 |
BIRINYI ASSOCIATES INC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q4 2022 | 3 |
Capital Advantage, Inc. | 3 | 3 | 0.08% | 0.10% | 0.10% | Q3 2020 | Q1 2021 | 3 |
Peachtree Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Perpetual Ltd | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Fragasso Group Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Clearstead Trust, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
CLOVERFIELDS CAPITAL GROUP, LP | 3 | 3 | 0.20% | 0.20% | 0.21% | Q1 2022 | Q3 2022 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q1 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.24% | 0.42% | 0.77% | Q4 2020 | Q2 2021 | 3 |
HOURGLASS CAPITAL, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Airain ltd | 3 | 3 | 0.08% | 0.12% | 0.18% | Q4 2016 | Q2 2017 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q1 2018 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2021 | 3 |
SageView Advisory Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.09% | 0.17% | 0.24% | Q4 2017 | Q4 2020 | 3 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2022 | Q2 2023 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.13% | 0.24% | 0.45% | Q1 2021 | Q4 2021 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ATWOOD & PALMER INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
PARK CIRCLE Co | 3 | 3 | 0.23% | 0.24% | 0.27% | Q1 2022 | Q3 2022 | 3 |
Manikay Partners, LLC | 3 | 3 | 1.16% | 1.19% | 1.22% | Q2 2017 | Q4 2017 | 3 |
LOWE BROCKENBROUGH & CO INC | 3 | 3 | 0.74% | 0.77% | 0.79% | Q1 2023 | Q3 2023 | 3 |
TSFG, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
First Citizens Financial Corp | 3 | 3 | 0.19% | 0.21% | 0.22% | Q2 2020 | Q4 2020 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Gerber Kawasaki Wealth & Investment Management | 2 | 1 | 0.01% | 0.11% | 0.16% | Q3 2017 | Q3 2021 | 3 |
Borer Denton & Associates, Inc. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2017 | Q3 2018 | 3 |
Value Partners Investments Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Keel Point, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.10% | 0.18% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Buffington Mohr McNeal | 3 | 3 | 0.25% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.02% | 0.12% | 0.22% | Q4 2017 | Q2 2018 | 3 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
Moon Capital Management, LLC | 3 | 3 | 2.23% | 2.43% | 2.54% | Q3 2013 | Q1 2014 | 3 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2022 | 3 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 3 | 3 | 0.26% | 0.33% | 0.38% | Q4 2014 | Q2 2015 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
WealthStone, Inc. | 2 | 1 | 0.10% | 0.23% | 0.43% | Q1 2019 | Q4 2020 | 3 |
Verity Asset Management, Inc. | 3 | 3 | 2.48% | 2.64% | 2.82% | Q4 2013 | Q2 2014 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
NorthCoast Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
BBT Capital Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q4 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Commonwealth Financial Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 3 |
Callan Family Office, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Altrius Capital Management Inc | 3 | 3 | 1.30% | 1.66% | 1.86% | Q2 2022 | Q4 2022 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 0.24% | 0.27% | 0.28% | Q4 2015 | Q2 2016 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CAMG Solamere Management, LLC | 3 | 3 | 0.86% | 0.96% | 1.07% | Q1 2020 | Q3 2020 | 3 |
Goodwin Investment Advisory | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Regent Peak Wealth Advisors LLC | 2 | 1 | 0.00% | 0.32% | 0.54% | Q4 2019 | Q4 2020 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q2 2017 | 3 |
Permian Investment Partners, LP | 2 | 1 | 0.04% | 0.07% | 0.13% | Q4 2021 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
BCGM Wealth Management, LLC | 3 | 3 | 0.29% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.11% | 0.17% | 0.26% | Q4 2018 | Q1 2022 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
FIL Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
BINGHAM OSBORN & SCARBOROUGH LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Greylin Investment Management, Inc | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Gerstein Fisher | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2016 | 3 |
Retirement Planning Co of New England, Inc. | 3 | 3 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.98% | 1.02% | 1.07% | Q1 2023 | Q3 2023 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LGT Group Foundation | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.25% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
DESCHAINE & COMPANY, LLC | 3 | 3 | 0.70% | 0.78% | 0.88% | Q4 2014 | Q2 2015 | 3 |
Breakwater Capital Group | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 2 |
Segment Wealth Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q4 2019 | 2 |
Argent Wealth Management LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q2 2020 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 2 |
SPC Financial, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
GAM Holding AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Bell Bank | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2018 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.62% | 0.63% | 0.64% | Q3 2019 | Q4 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
South Shore Capital Advisors | 1 | 1 | 0.28% | 0.32% | 0.36% | Q4 2020 | Q4 2021 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 2 | 1.94% | 2.08% | 2.22% | Q4 2020 | Q1 2021 | 2 |
Atwater Malick LLC | 1 | 1 | 0.03% | 0.08% | 0.14% | Q3 2019 | Q4 2020 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.27% | 0.31% | 0.35% | Q2 2019 | Q3 2019 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
True North Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
EMFO, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FourThought Financial Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
MASTRAPASQUA ASSET MANAGEMENT INC | 2 | 2 | 0.92% | 0.98% | 1.03% | Q1 2017 | Q2 2017 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
NFJ INVESTMENT GROUP, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 2 |
EADS & HEALD WEALTH MANAGEMENT | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FT Options LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q1 2017 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.32% | 0.33% | 0.35% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 1.34% | 1.36% | 1.39% | Q2 2022 | Q3 2022 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.21% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Ironvine Capital Partners, LLC | 2 | 2 | 0.18% | 0.20% | 0.23% | Q4 2017 | Q1 2018 | 2 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 2 |
JB Capital LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
SAL Trading, LLC | 2 | 2 | 0.25% | 0.61% | 0.98% | Q4 2021 | Q1 2022 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Sustainable Growth Advisers, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
GLG Partners LP | 1 | 1 | 0.06% | 0.65% | 1.24% | Q2 2016 | Q2 2016 | 2 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Tibra Equities Europe Ltd | 2 | 2 | 1.13% | 1.23% | 1.33% | Q1 2018 | Q2 2018 | 2 |
BANCED CORP | 2 | 2 | 0.44% | 0.49% | 0.54% | Q1 2014 | Q2 2014 | 2 |
Cerro Pacific Wealth Advisors LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q4 2022 | Q1 2023 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 2 |
Hartford Funds Management Co LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2017 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.73% | 0.74% | 0.74% | Q4 2013 | Q1 2014 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ROBERTSON STEPHENS ADVISORS LLC | 2 | 2 | 0.28% | 0.51% | 0.74% | Q4 2016 | Q1 2017 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2016 | Q4 2016 | 2 |
Centric Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Opus Capital Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
West Coast Financial LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2020 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 1.34% | 2.50% | Q3 2017 | Q3 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.29% | 0.31% | 0.32% | Q2 2020 | Q3 2020 | 2 |
Bristol County Savings Bank | 2 | 2 | 1.42% | 1.45% | 1.48% | Q3 2017 | Q4 2017 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q3 2013 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.14% | 0.26% | 0.38% | Q4 2018 | Q4 2020 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CLARIS ADVISORS, LLC / MO / | 1 | 1 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q4 2022 | 2 |
Brookfield Asset Management | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q1 2022 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Allegis Investment Advisors, LLC | 2 | 2 | 0.42% | 0.48% | 0.54% | Q4 2015 | Q1 2016 | 2 |
L. Roy Papp & Associates, LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Demars Financial Group, LLC | 2 | 2 | 0.68% | 0.69% | 0.69% | Q4 2019 | Q1 2020 | 2 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2013 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2015 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
First Allied Asset Management, Inc. | 2 | 2 | 0.96% | 1.00% | 1.04% | Q1 2014 | Q2 2014 | 2 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Dash Acquisitions Inc. | 2 | 2 | 0.84% | 2.84% | 4.84% | Q4 2020 | Q1 2021 | 2 |
Morton Brown Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Princeton Portfolio Strategies Group LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2020 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
NORRIS PERNE & FRENCH LLP/MI | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q4 2020 | Q1 2021 | 2 |
Peachtree Investment Partners, LLC | 2 | 2 | 0.15% | 0.21% | 0.28% | Q4 2022 | Q1 2023 | 2 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Intelligent Financial Strategies | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2018 | Q1 2019 | 2 |
NORTH AMERICAN MANAGEMENT CORP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
PEG CAPITAL MANAGEMENT INC /NH/ | 2 | 2 | 1.98% | 1.98% | 1.98% | Q4 2014 | Q1 2015 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Sterneck Capital Management, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q2 2021 | Q3 2021 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Mystic Asset Management, Inc. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Advisory Resource Group | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q4 2019 | Q4 2021 | 2 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.55% | 0.65% | 0.75% | Q1 2022 | Q2 2022 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2019 | Q1 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Platte River Capital LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q2 2019 | 2 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Founders Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Herr Investment Group LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2020 | Q4 2020 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aris Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2022 | Q1 2022 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
CAPE ANN SAVINGS BANK | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FORA Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FinTrust Investment Advisory Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MayTech Global Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CLIFFORD CAPITAL PARTNERS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
QS Investors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CMT TRADING LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2017 | Q2 2017 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2017 | Q4 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
St. James Investment Advisors, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Phraction Management LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Canoe Financial LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Repertoire Partners LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Next Level Private LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2017 | Q2 2017 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2020 | Q4 2020 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2017 | Q2 2017 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Caption Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Wealthsimple Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2022 | Q3 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
StoneX Group Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2017 | Q1 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HF Advisory Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
StellarOne CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Eley Financial Management, Inc | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2018 | Q1 2018 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | 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 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2021 | Q4 2021 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
NATIXIS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2017 | Q2 2017 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Glovista Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2018 | Q4 2018 | 1 |
VALLEY NATIONAL BANCORP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
TEALWOOD ASSET MANAGEMENT INC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2020 | Q4 2020 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2019 | Q3 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
PENN DAVIS MCFARLAND INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2016 | Q4 2016 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Leucadia National | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2017 | Q2 2017 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2019 | Q3 2019 | 1 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2017 | Q3 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Aperture Investors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CERTUITY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Woodline Partners LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST NIAGARA BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2021 | Q4 2021 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2019 | Q1 2019 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Lehman & Derafelo Financial Resources LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2020 | Q1 2020 | 1 |
GlobalBridge, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own UNILEVER PLC or have owned UNILEVER PLC in the past.