Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 80 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2020 | 65 |
Walleye Trading LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 62 |
BARCLAYS PLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 57 |
Citadel Advisors | 19 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2020 | 56 |
Twin Tree Management, LP | 11 | 4 | 0.00% | 0.04% | 0.19% | Q4 2013 | Q3 2020 | 55 |
GOLDMAN SACHS GROUP INC | 30 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2020 | 51 |
HUNTINGTON NATIONAL BANK | 47 | 47 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2020 | 47 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 47 |
PEAK6 Group LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2018 | 46 |
Horrell Capital Management, Inc. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MUFG Americas Holdings Corp | 40 | 40 | 0.01% | 0.04% | 0.21% | Q4 2010 | Q3 2020 | 40 |
Cutler Group LLC / CA | 12 | 7 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2020 | 39 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.03% | 0.22% | Q2 2014 | Q3 2020 | 36 |
UBS Group AG | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 36 |
First Horizon Advisors, Inc. | 35 | 35 | 0.14% | 0.32% | 0.50% | Q1 2012 | Q3 2020 | 35 |
Mirae Asset Global Investments Co., Ltd. | 23 | 5 | 0.02% | 0.06% | 0.14% | Q2 2011 | Q3 2020 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
BIRINYI ASSOCIATES INC | 33 | 33 | 0.14% | 1.07% | 2.33% | Q2 2013 | Q2 2021 | 33 |
Veritable, L.P. | 32 | 32 | 0.12% | 0.14% | 0.17% | Q4 2012 | Q3 2020 | 32 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 32 | 32 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q1 2021 | 32 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 32 |
KEYBANK NATIONAL ASSOCIATION/OH | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2012 | Q3 2020 | 32 |
Joel Isaacson & Co., LLC | 32 | 32 | 0.08% | 0.13% | 0.27% | Q4 2012 | Q3 2020 | 32 |
HSBC HOLDINGS PLC | 32 | 32 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q4 2019 | 32 |
BANK OF MONTREAL /CAN/ | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 31 |
BEACH INVESTMENT COUNSEL INC/PA | 31 | 31 | 0.36% | 0.55% | 0.82% | Q1 2013 | Q3 2020 | 31 |
Carroll Financial Associates, Inc. | 31 | 31 | 0.00% | 0.11% | 0.24% | Q2 2013 | Q4 2020 | 31 |
BRYN MAWR TRUST Co | 31 | 31 | 0.02% | 0.04% | 0.05% | Q1 2013 | Q3 2020 | 31 |
BROWN BROTHERS HARRIMAN & CO | 31 | 31 | 0.01% | 1.42% | 2.15% | Q1 2013 | Q3 2020 | 31 |
AUXIER ASSET MANAGEMENT | 31 | 31 | 1.04% | 1.21% | 1.44% | Q2 2013 | Q4 2020 | 31 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2020 | 31 |
COMMERCE BANK | 31 | 31 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q3 2020 | 31 |
REGIONS FINANCIAL CORP | 30 | 30 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2020 | 30 |
Vigilant Capital Management, LLC | 30 | 30 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2020 | 30 |
PITTENGER & ANDERSON INC | 30 | 30 | 0.08% | 0.14% | 0.21% | Q2 2013 | Q3 2020 | 30 |
KINGS POINT CAPITAL MANAGEMENT | 30 | 30 | 0.01% | 0.62% | 1.28% | Q2 2013 | Q3 2020 | 30 |
TORONTO DOMINION BANK | 25 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2020 | 30 |
ROBERTS GLORE & CO INC /IL/ | 30 | 30 | 0.19% | 0.23% | 0.26% | Q2 2013 | Q3 2020 | 30 |
GAMBLE JONES INVESTMENT COUNSEL | 30 | 30 | 0.10% | 0.19% | 0.27% | Q2 2013 | Q3 2020 | 30 |
PRICE T ROWE ASSOCIATES INC /MD/ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
Brookmont Capital Management | 30 | 30 | 1.70% | 2.75% | 3.76% | Q2 2013 | Q3 2020 | 30 |
Birch Hill Investment Advisors LLC | 30 | 30 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2020 | 30 |
FIRST MANHATTAN CO. LLC. | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
Permit Capital, LLC | 30 | 30 | 0.20% | 0.39% | 0.73% | Q2 2013 | Q3 2020 | 30 |
RBF Capital, LLC | 30 | 30 | 0.11% | 0.23% | 0.34% | Q2 2013 | Q3 2020 | 30 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 30 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 30 |
HOWE & RUSLING INC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 30 |
FMR LLC | 30 | 30 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2020 | 30 |
LEVIN CAPITAL STRATEGIES, L.P. | 30 | 30 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2020 | 30 |
OPPENHEIMER & CO INC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
MORGAN STANLEY | 30 | 30 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 30 |
Aristotle Capital Management, LLC | 30 | 30 | 0.11% | 1.99% | 2.39% | Q2 2013 | Q3 2020 | 30 |
ClearBridge Investments | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
D.A. DAVIDSON & CO. | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
KCM INVESTMENT ADVISORS LLC | 30 | 30 | 0.08% | 0.24% | 0.39% | Q2 2013 | Q3 2020 | 30 |
FRANKLIN RESOURCES INC | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 30 |
Invesco Ltd. | 30 | 30 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2020 | 30 |
DAVIS R M INC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
EADS & HEALD WEALTH MANAGEMENT | 30 | 30 | 0.22% | 0.34% | 0.42% | Q2 2013 | Q3 2020 | 30 |
TRUST CO OF VERMONT | 30 | 30 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2020 | 30 |
LAZARD ASSET MANAGEMENT LLC | 30 | 30 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2020 | 30 |
Saturna Capital CORP | 30 | 30 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2020 | 30 |
BESSEMER GROUP INC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 30 |
PROFUND ADVISORS LLC | 30 | 30 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q3 2020 | 30 |
SHELTON CAPITAL MANAGEMENT | 30 | 30 | 0.03% | 0.12% | 0.25% | Q2 2013 | Q3 2020 | 30 |
CAPE COD FIVE CENTS SAVINGS BANK | 30 | 30 | 0.06% | 0.25% | 0.47% | Q2 2013 | Q3 2020 | 30 |
TRILLIUM ASSET MANAGEMENT, LLC | 30 | 30 | 0.81% | 1.31% | 1.67% | Q2 2013 | Q3 2020 | 30 |
PINNACLE ASSOCIATES LTD | 30 | 30 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2020 | 30 |
Haverford Trust Co | 30 | 30 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2020 | 30 |
Smithfield Trust Co | 30 | 30 | 0.09% | 0.17% | 0.33% | Q2 2013 | Q3 2020 | 30 |
YCG, LLC | 30 | 30 | 2.49% | 5.18% | 7.83% | Q2 2013 | Q3 2020 | 30 |
GUYASUTA INVESTMENT ADVISORS INC | 30 | 30 | 2.34% | 2.76% | 3.21% | Q2 2013 | Q3 2020 | 30 |
CYPRESS ASSET MANAGEMENT INC/TX | 30 | 30 | 0.29% | 0.42% | 0.66% | Q2 2013 | Q3 2020 | 30 |
GLENMEDE TRUST CO NA | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 30 |
WealthTrust Axiom LLC | 30 | 30 | 0.11% | 0.14% | 0.16% | Q2 2013 | Q3 2020 | 30 |
GOFEN & GLOSSBERG LLC /IL/ | 30 | 30 | 0.59% | 0.68% | 0.76% | Q2 2013 | Q3 2020 | 30 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 30 | 30 | 0.54% | 0.68% | 0.84% | Q2 2013 | Q3 2020 | 30 |
LPL Financial LLC | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 30 |
CIBC Asset Management Inc | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
STEPHENS INC /AR/ | 30 | 30 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2020 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
GUARDIAN CAPITAL ADVISORS LP | 30 | 30 | 0.67% | 0.82% | 0.97% | Q2 2013 | Q3 2020 | 30 |
Neuberger Berman Group LLC | 30 | 30 | 0.21% | 0.30% | 0.58% | Q2 2013 | Q3 2020 | 30 |
GHP Investment Advisors, Inc. | 30 | 30 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2020 | 30 |
Wallace Capital Management Inc. | 30 | 30 | 1.30% | 2.72% | 4.01% | Q2 2013 | Q3 2020 | 30 |
GUGGENHEIM CAPITAL LLC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 30 |
Cullen Capital Management, LLC | 30 | 30 | 2.12% | 2.61% | 3.31% | Q2 2013 | Q3 2020 | 30 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2020 | 30 |
WHITTIER TRUST CO | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 30 | 30 | 0.15% | 0.31% | 0.53% | Q2 2013 | Q3 2020 | 30 |
Gardner Russo & Gardner | 30 | 30 | 4.27% | 5.59% | 6.85% | Q2 2013 | Q3 2020 | 30 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 30 | 30 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 30 |
Aperio Group, LLC | 30 | 30 | 0.13% | 0.18% | 0.25% | Q2 2013 | Q3 2020 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 30 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2020 | 30 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 30 | 30 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2020 | 30 |
Cypress Capital Group | 30 | 30 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2020 | 30 |
Kemnay Advisory Services Inc. | 30 | 30 | 0.02% | 2.12% | 13.10% | Q2 2013 | Q3 2020 | 30 |
NATIXIS ADVISORS, L.P. | 30 | 30 | 0.18% | 0.22% | 0.27% | Q2 2013 | Q3 2020 | 30 |
Boston Common Asset Management, LLC | 30 | 30 | 0.65% | 1.60% | 2.62% | Q2 2013 | Q3 2020 | 30 |
DODGE & COX | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
Granite Investment Advisors, LLC | 30 | 30 | 0.14% | 0.36% | 0.61% | Q2 2013 | Q3 2020 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 30 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 30 | 30 | 0.01% | 0.52% | 1.22% | Q2 2013 | Q3 2020 | 30 |
FIFTH THIRD BANCORP | 30 | 30 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2020 | 30 |
Tweedy, Browne Co LLC | 30 | 30 | 0.87% | 1.30% | 7.60% | Q2 2013 | Q3 2020 | 30 |
FARMERS & MERCHANTS INVESTMENTS INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
Covington Capital Management | 30 | 30 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2020 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2020 | 30 |
STEWART & PATTEN CO LLC | 30 | 30 | 0.08% | 0.14% | 0.19% | Q2 2013 | Q3 2020 | 30 |
EVERETT HARRIS & CO /CA/ | 30 | 30 | 1.20% | 1.76% | 2.11% | Q2 2013 | Q3 2020 | 30 |
NORTHEAST INVESTMENT MANAGEMENT | 30 | 30 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q3 2020 | 30 |
ZEVIN ASSET MANAGEMENT LLC | 30 | 30 | 0.09% | 0.15% | 0.24% | Q2 2013 | Q3 2020 | 30 |
TOWER BRIDGE ADVISORS | 30 | 30 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2020 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 30 | 30 | 0.01% | 0.23% | 0.38% | Q2 2013 | Q3 2020 | 30 |
Portland Global Advisors LLC | 30 | 30 | 0.94% | 1.12% | 1.27% | Q2 2013 | Q3 2020 | 30 |
M&T BANK CORP | 30 | 30 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 30 |
WELCH & FORBES LLC | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 30 |
Janney Montgomery Scott LLC | 30 | 30 | 0.02% | 0.11% | 0.35% | Q2 2013 | Q3 2020 | 30 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 30 | 30 | 0.51% | 1.73% | 2.56% | Q2 2013 | Q3 2020 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2020 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2020 | 30 |
Johnson Financial Group, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 30 |
HighTower Advisors, LLC | 30 | 30 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2020 | 30 |
NORTHERN TRUST CORP | 30 | 30 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2020 | 30 |
AMERIPRISE FINANCIAL INC | 30 | 30 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2020 | 30 |
GRANDFIELD & DODD, LLC | 30 | 30 | 1.13% | 1.46% | 1.86% | Q2 2013 | Q3 2020 | 30 |
MOTCO | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 30 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 30 | 30 | 2.26% | 2.67% | 3.12% | Q2 2013 | Q3 2020 | 30 |
BOSTON FINANCIAL MANGEMENT LLC | 30 | 30 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2020 | 30 |
DELTA ASSET MANAGEMENT LLC/TN | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 30 |
BROWN ADVISORY INC | 30 | 30 | 0.06% | 0.16% | 0.28% | Q2 2013 | Q3 2020 | 30 |
Sabal Trust CO | 30 | 30 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2020 | 30 |
DIMENSIONAL FUND ADVISORS LP | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 30 |
KANAWHA CAPITAL MANAGEMENT LLC | 30 | 30 | 0.32% | 0.38% | 0.42% | Q2 2013 | Q3 2020 | 30 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 30 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2020 | 30 |
CENTRAL TRUST Co | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 30 |
Timber Creek Capital Management LLC | 30 | 30 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2020 | 30 |
TRUIST FINANCIAL CORP | 30 | 30 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2020 | 30 |
JOHNSON INVESTMENT COUNSEL INC | 30 | 30 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2020 | 30 |
ARGUS INVESTORS' COUNSEL, INC. | 30 | 30 | 1.44% | 1.67% | 1.89% | Q2 2013 | Q3 2020 | 30 |
Marble Harbor Investment Counsel, LLC | 30 | 30 | 0.05% | 0.09% | 0.18% | Q2 2013 | Q3 2020 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2020 | 30 |
CAMBRIDGE TRUST CO | 30 | 30 | 0.74% | 1.59% | 2.28% | Q2 2013 | Q3 2020 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.16% | 0.20% | 0.24% | Q2 2013 | Q3 2020 | 30 |
Welch Group, LLC | 30 | 30 | 0.24% | 0.41% | 0.61% | Q2 2013 | Q3 2020 | 30 |
HEADINVEST, LLC | 30 | 30 | 1.56% | 1.88% | 2.31% | Q2 2013 | Q3 2020 | 30 |
BLUESTEIN R H & CO LLC | 30 | 30 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2020 | 30 |
ANCHOR CAPITAL ADVISORS LLC | 30 | 30 | 0.09% | 0.80% | 1.29% | Q2 2013 | Q3 2020 | 30 |
GABELLI FUNDS LLC | 30 | 30 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 30 |
THOMPSON SIEGEL & WALMSLEY LLC | 30 | 30 | 0.02% | 0.06% | 0.26% | Q2 2013 | Q3 2020 | 30 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 30 | 30 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
SG Americas Securities, LLC | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 30 |
RAYMOND JAMES TRUST N.A. | 30 | 30 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2020 | 30 |
DEUTSCHE BANK AG\ | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2020 | 29 |
Hartford Financial Management Inc. | 22 | 7 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2020 | 29 |
SCOTIA CAPITAL INC. | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2020 | 29 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 29 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 29 | 29 | 0.01% | 0.12% | 0.38% | Q3 2013 | Q3 2020 | 29 |
Advisors Asset Management, Inc. | 21 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 29 |
Phocas Financial Corp. | 20 | 9 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2020 | 29 |
HM PAYSON & CO | 22 | 7 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2020 | 29 |
Sandy Spring Bank | 22 | 7 | 0.42% | 0.57% | 0.88% | Q2 2013 | Q3 2020 | 29 |
FAYEZ SAROFIM & CO | 28 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 29 |
Jefferies Group LLC | 15 | 3 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2019 | 29 |
Garrison Asset Management, LLC | 16 | 13 | 0.25% | 0.30% | 0.38% | Q2 2013 | Q3 2020 | 29 |
Parkside Financial Bank & Trust | 28 | 1 | 0.09% | 0.13% | 0.16% | Q2 2013 | Q3 2020 | 29 |
Creative Planning | 21 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 29 |
GFS Advisors, LLC | 29 | 29 | 0.02% | 0.41% | 1.65% | Q3 2013 | Q3 2020 | 29 |
Azimuth Capital Management LLC | 23 | 6 | 0.03% | 0.24% | 0.39% | Q2 2013 | Q3 2020 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 8 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2020 | 29 |
JARISLOWSKY, FRASER Ltd | 17 | 12 | 0.01% | 0.11% | 0.27% | Q2 2013 | Q3 2020 | 29 |
STATE STREET CORP | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 13 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 29 |
COMERICA BANK | 29 | 29 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2020 | 29 |
CIBC WORLD MARKET INC. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2020 | 29 |
MAR VISTA INVESTMENT PARTNERS LLC | 24 | 4 | 0.00% | 2.68% | 5.13% | Q1 2013 | Q3 2020 | 28 |
Winslow, Evans & Crocker, Inc. | 28 | 28 | 0.25% | 0.33% | 0.52% | Q4 2013 | Q3 2020 | 28 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 28 | 28 | 0.08% | 0.17% | 0.23% | Q2 2013 | Q1 2020 | 28 |
Capital Analysts, LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2020 | 28 |
World Asset Management Inc | 28 | 28 | 0.04% | 0.13% | 0.20% | Q2 2013 | Q1 2020 | 28 |
MONTAG A & ASSOCIATES INC | 23 | 5 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2020 | 28 |
Checchi Capital Advisers, LLC | 28 | 28 | 0.06% | 0.11% | 0.19% | Q4 2013 | Q3 2020 | 28 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 28 | 28 | 0.23% | 0.33% | 0.42% | Q2 2013 | Q1 2020 | 28 |
Atlas Brown,Inc. | 27 | 1 | 0.07% | 0.18% | 0.36% | Q2 2013 | Q3 2020 | 28 |
Private Advisor Group, LLC | 28 | 28 | 0.01% | 0.04% | 0.09% | Q4 2013 | Q3 2020 | 28 |
Fisher Asset Management, LLC | 24 | 4 | 0.00% | 0.07% | 0.31% | Q2 2013 | Q3 2020 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Capstone Financial Advisors, Inc. | 28 | 28 | 0.13% | 0.37% | 0.62% | Q4 2013 | Q3 2020 | 28 |
Chevy Chase Trust Holdings, LLC | 28 | 28 | 0.00% | 0.12% | 0.23% | Q4 2013 | Q3 2020 | 28 |
CITY HOLDING CO | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2020 | 28 |
COMMUNITY TRUST & INVESTMENT CO | 28 | 28 | 0.82% | 1.52% | 2.95% | Q2 2013 | Q1 2020 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 28 |
Cornerstone Advisors, Inc. | 24 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 22 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 28 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 28 | 28 | 0.03% | 0.45% | 0.67% | Q4 2013 | Q3 2020 | 28 |
FAS Wealth Partners, Inc. | 28 | 28 | 0.11% | 0.14% | 0.19% | Q4 2013 | Q3 2020 | 28 |
Tradewinds Capital Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2020 | 28 |
CHESAPEAKE ASSET MANAGEMENT LLC | 27 | 27 | 2.19% | 3.13% | 4.40% | Q2 2013 | Q4 2019 | 27 |
SIGNATUREFD, LLC | 15 | 12 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2020 | 27 |
BLB&B Advisors, LLC | 27 | 27 | 0.05% | 0.08% | 0.10% | Q1 2014 | Q3 2020 | 27 |
AVIVA PLC | 15 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 27 |
Private Wealth Partners, LLC | 14 | 2 | 0.03% | 0.17% | 0.76% | Q2 2013 | Q3 2020 | 27 |
Petrus Trust Company, LTA | 27 | 27 | 0.71% | 1.08% | 1.37% | Q1 2014 | Q3 2020 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2019 | 27 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 27 |
SYNOVUS FINANCIAL CORP | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2020 | 27 |
NAPLES GLOBAL ADVISORS, LLC | 21 | 6 | 0.08% | 0.34% | 0.74% | Q4 2013 | Q3 2020 | 27 |
North Star Investment Management Corp. | 27 | 27 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q3 2020 | 27 |
CIBC Private Wealth Group, LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2020 | 27 |
HALL LAURIE J TRUSTEE | 13 | 1 | 0.09% | 0.19% | 0.28% | Q2 2013 | Q3 2020 | 27 |
Nuveen Asset Management, LLC | 27 | 27 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q4 2019 | 27 |
Private Harbour Investment Management & Counsel, LLC | 27 | 27 | 0.98% | 1.59% | 2.24% | Q2 2013 | Q4 2019 | 27 |
STIFEL FINANCIAL CORP | 27 | 27 | 0.01% | 0.05% | 0.08% | Q1 2014 | Q3 2020 | 27 |
Private Wealth Advisors, Inc. | 26 | 1 | 0.11% | 0.15% | 0.20% | Q3 2013 | Q3 2020 | 27 |
ETRADE Capital Management LLC | 24 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 27 |
ANDERSON HOAGLAND & CO | 27 | 27 | 0.36% | 0.59% | 1.09% | Q3 2013 | Q1 2020 | 27 |
Moors & Cabot, Inc. | 27 | 27 | 0.03% | 0.07% | 0.17% | Q1 2014 | Q3 2020 | 27 |
ADVISOR PARTNERS LLC | 15 | 11 | 0.06% | 0.17% | 0.36% | Q2 2013 | Q3 2020 | 26 |
Hexavest Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
BlackRock Inc. | 16 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 26 |
Gradient Investments LLC | 16 | 10 | 0.00% | 0.05% | 0.48% | Q3 2013 | Q1 2020 | 26 |
HARTWELL J M LIMITED PARTNERSHIP | 26 | 26 | 0.09% | 0.13% | 0.20% | Q2 2013 | Q3 2019 | 26 |
One Capital Management, LLC | 18 | 8 | 0.40% | 0.47% | 0.60% | Q1 2014 | Q3 2020 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2019 | 26 |
FCA CORP /TX | 16 | 2 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q3 2020 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.07% | 0.37% | 0.75% | Q2 2013 | Q3 2019 | 26 |
GUARDIAN CAPITAL LP | 26 | 26 | 0.05% | 0.21% | 0.47% | Q2 2014 | Q3 2020 | 26 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.07% | 0.24% | Q4 2013 | Q4 2020 | 25 |
Kistler-Tiffany Companies, LLC | 15 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 25 |
Cetera Advisor Networks LLC | 16 | 9 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2020 | 25 |
Opus Capital Group, LLC | 22 | 1 | 0.02% | 0.07% | 0.10% | Q4 2013 | Q3 2020 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 14 | 11 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2020 | 25 |
CHELSEA COUNSEL CO | 25 | 25 | 0.38% | 1.32% | 2.21% | Q2 2013 | Q2 2019 | 25 |
HighTower Trust Company, N.A. | 24 | 1 | 0.04% | 0.76% | 1.56% | Q2 2013 | Q3 2020 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 25 |
Clean Yield Group | 25 | 25 | 0.00% | 1.83% | 3.19% | Q4 2014 | Q4 2020 | 25 |
Legacy Private Trust Co. | 20 | 2 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q3 2020 | 25 |
BNP PARIBAS FINANCIAL MARKETS | 14 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2020 | 25 |
ROCKY MOUNTAIN ADVISERS, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2020 | 25 |
Choate Investment Advisors | 14 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.07% | 0.10% | 0.17% | Q2 2013 | Q2 2019 | 25 |
B. Riley Wealth Advisors, Inc. | 25 | 25 | 0.04% | 0.15% | 0.25% | Q1 2014 | Q1 2020 | 25 |
JNBA Financial Advisors | 17 | 8 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2020 | 25 |
Freestone Capital Holdings, LLC | 20 | 5 | 0.00% | 0.18% | 0.37% | Q2 2013 | Q3 2020 | 25 |
Plante Moran Financial Advisors, LLC | 20 | 2 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2020 | 25 |
WHEATLAND ADVISORS INC | 25 | 25 | 0.93% | 1.11% | 1.76% | Q4 2013 | Q4 2019 | 25 |
CADENCE BANK NA | 25 | 25 | 0.11% | 0.58% | 0.95% | Q3 2014 | Q3 2020 | 25 |
Hugh Johnson Advisors LLC | 25 | 25 | 0.07% | 0.16% | 0.34% | Q2 2013 | Q2 2019 | 25 |
Tower Research Capital LLC (TRC) | 9 | 4 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2020 | 25 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
BECK MACK & OLIVER LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 24 |
Barrett Asset Management, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 24 |
Brown Advisory Securities, LLC | 24 | 24 | 0.06% | 0.13% | 0.22% | Q2 2014 | Q1 2020 | 24 |
Coastline Trust Co | 24 | 24 | 0.07% | 0.12% | 0.16% | Q4 2014 | Q3 2020 | 24 |
Sunbelt Securities, Inc. | 24 | 24 | 0.02% | 0.34% | 0.79% | Q4 2014 | Q3 2020 | 24 |
Glenview Trust Co | 16 | 1 | 0.02% | 0.06% | 0.15% | Q4 2008 | Q3 2020 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.14% | 0.21% | 0.26% | Q2 2013 | Q1 2019 | 24 |
EATON VANCE MANAGEMENT | 17 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2020 | 24 |
Northstar Group, Inc. | 24 | 24 | 0.38% | 0.60% | 0.71% | Q4 2014 | Q3 2020 | 24 |
First Personal Financial Services | 24 | 24 | 1.04% | 1.59% | 2.25% | Q4 2014 | Q3 2020 | 24 |
FineMark National Bank & Trust | 15 | 9 | 0.01% | 0.13% | 0.35% | Q2 2013 | Q3 2020 | 24 |
Silver Lake Advisory, LLC | 24 | 24 | 0.19% | 1.62% | 2.26% | Q4 2014 | Q3 2020 | 24 |
Cypress Capital Management LLC (WY) | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 24 |
HARVEST CAPITAL MANAGEMENT INC | 24 | 24 | 0.10% | 0.13% | 0.21% | Q3 2013 | Q2 2019 | 24 |
Dorsey & Whitney Trust CO LLC | 15 | 9 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q3 2020 | 24 |
SEI INVESTMENTS CO | 24 | 24 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2020 | 24 |
BENEDICT FINANCIAL ADVISORS INC | 24 | 24 | 0.44% | 0.58% | 0.70% | Q4 2014 | Q3 2020 | 24 |
BALDWIN BROTHERS LLC/MA | 19 | 5 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2020 | 24 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23 | 23 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 23 |
OLD SECOND NATIONAL BANK OF AURORA | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2020 | 23 |
SEARLE & CO. | 17 | 6 | 0.22% | 0.25% | 0.29% | Q4 2014 | Q3 2020 | 23 |
Douglass Winthrop Advisors, LLC | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2020 | 23 |
CREDIT SUISSE AG/ | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q2 2020 | 23 |
Trust Co | 23 | 23 | 0.01% | 0.13% | 1.30% | Q1 2015 | Q3 2020 | 23 |
Carnegie Capital Asset Management, LLC | 23 | 23 | 0.03% | 0.07% | 0.12% | Q1 2015 | Q3 2020 | 23 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 1 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2020 | 23 |
ROPES WEALTH ADVISORS LLC | 23 | 23 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2020 | 23 |
BRADLEY FOSTER & SARGENT INC/CT | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2020 | 22 |
BTC Capital Management, Inc. | 22 | 22 | 0.05% | 0.15% | 0.24% | Q2 2015 | Q3 2020 | 22 |
Curbstone Financial Management Corp | 22 | 22 | 0.16% | 0.23% | 0.26% | Q2 2015 | Q3 2020 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q4 2019 | 22 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.15% | 0.22% | 0.34% | Q2 2015 | Q3 2020 | 22 |
QUADRANT CAPITAL GROUP LLC | 22 | 22 | 0.03% | 0.11% | 0.19% | Q2 2015 | Q3 2020 | 22 |
BANK OF NOVA SCOTIA TRUST CO | 22 | 22 | 0.19% | 0.89% | 1.25% | Q2 2015 | Q3 2020 | 22 |
ASSETMARK, INC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2020 | 22 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
1832 Asset Management L.P. | 22 | 22 | 0.02% | 0.07% | 0.15% | Q2 2015 | Q3 2020 | 22 |
Boston Partners | 15 | 7 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 22 |
Raymond James Financial Services Advisors, Inc. | 21 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 22 |
Capital International Investors | 22 | 22 | 0.00% | 0.22% | 0.52% | Q1 2014 | Q2 2019 | 22 |
YACKTMAN ASSET MANAGEMENT LP | 13 | 9 | 0.18% | 0.54% | 1.29% | Q4 2014 | Q3 2020 | 22 |
Endurance Wealth Management, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 22 |
Compagnie Lombard Odier SCmA | 21 | 21 | 0.47% | 0.67% | 0.86% | Q4 2013 | Q4 2018 | 21 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 21 | 21 | 0.02% | 0.06% | 0.09% | Q3 2015 | Q3 2020 | 21 |
OUTFITTER ADVISORS, LTD. | 21 | 21 | 1.44% | 1.88% | 2.45% | Q2 2013 | Q2 2018 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 21 |
AMERICAN CENTURY COMPANIES INC | 10 | 4 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2020 | 21 |
SeaBridge Investment Advisors LLC | 21 | 21 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2018 | 21 |
Essex Financial Services, Inc. | 20 | 1 | 0.05% | 0.12% | 0.16% | Q1 2015 | Q3 2020 | 21 |
Citizens Business Bank | 21 | 21 | 0.12% | 0.18% | 0.25% | Q3 2013 | Q3 2018 | 21 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2020 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.01% | 0.10% | Q1 2014 | Q1 2019 | 21 |
Ledyard National Bank | 16 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2018 | 21 |
COOKE & BIELER LP | 21 | 21 | 0.61% | 1.36% | 2.12% | Q3 2013 | Q3 2018 | 21 |
BRR OpCo, LLC | 14 | 7 | 0.06% | 0.25% | 0.40% | Q2 2013 | Q3 2020 | 21 |
FDx Advisors, Inc. | 20 | 1 | 0.01% | 0.08% | 0.16% | Q2 2015 | Q3 2020 | 21 |
WEBSTER BANK, N. A. | 16 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 21 |
BOKF, NA | 19 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 21 |
Sonora Investment Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2020 | 21 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 20 | 20 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q3 2020 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.12% | 0.22% | 0.39% | Q2 2013 | Q1 2018 | 20 |
COURIER CAPITAL LLC | 15 | 1 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2020 | 20 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 20 | 20 | 0.04% | 0.28% | 0.78% | Q1 2013 | Q4 2017 | 20 |
Capital World Investors | 11 | 9 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2020 | 20 |
FRG Family Wealth Advisors LLC | 20 | 20 | 0.19% | 0.36% | 0.46% | Q4 2015 | Q3 2020 | 20 |
HALL CAPITAL MANAGEMENT CO INC | 16 | 4 | 0.37% | 0.50% | 0.61% | Q4 2014 | Q3 2020 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.08% | 0.16% | 0.32% | Q2 2013 | Q1 2018 | 20 |
Spot Trading L.L.C | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 20 |
Avalon Investment & Advisory | 20 | 20 | 0.01% | 0.05% | 0.41% | Q2 2013 | Q1 2018 | 20 |
Cribstone Capital Management, LLC | 20 | 20 | 0.01% | 0.25% | 1.08% | Q4 2015 | Q3 2020 | 20 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2020 | 20 |
WRAPMANAGER INC | 20 | 20 | 0.07% | 0.09% | 0.17% | Q4 2015 | Q3 2020 | 20 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 20 | 20 | 0.32% | 0.44% | 0.54% | Q2 2013 | Q1 2018 | 20 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q2 2020 | 19 |
DnB Asset Management AS | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2020 | 19 |
DEARBORN PARTNERS LLC | 11 | 8 | 0.02% | 0.14% | 0.32% | Q2 2013 | Q3 2020 | 19 |
M&R CAPITAL MANAGEMENT INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 19 |
UBS ASSET MANAGEMENT AMERICAS INC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2019 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.04% | 0.71% | 1.31% | Q2 2013 | Q4 2017 | 19 |
TODD ASSET MANAGEMENT LLC | 18 | 1 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2020 | 19 |
Fiera Capital Corp | 19 | 19 | 0.00% | 0.16% | 0.33% | Q4 2013 | Q2 2018 | 19 |
Tortoise Investment Management, LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2020 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.06% | 0.10% | Q1 2014 | Q3 2018 | 19 |
Mirador Capital Partners LP | 19 | 19 | 0.97% | 1.32% | 1.92% | Q1 2016 | Q3 2020 | 19 |
COMPTON CAPITAL MANAGEMENT INC /RI | 15 | 4 | 0.10% | 0.19% | 0.25% | Q2 2013 | Q3 2020 | 19 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 9 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q1 2018 | 19 |
FIDUCIARY TRUST CO | 19 | 19 | 0.04% | 0.07% | 0.08% | Q1 2016 | Q3 2020 | 19 |
River Wealth Advisors LLC | 8 | 1 | 0.05% | 0.12% | 0.19% | Q1 2015 | Q3 2020 | 19 |
CAPITAL GUARDIAN TRUST CO | 18 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 19 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 19 |
Douglas Lane & Associates, LLC | 19 | 19 | 0.04% | 0.14% | 0.37% | Q1 2016 | Q3 2020 | 19 |
CHICAGO TRUST Co NA | 15 | 4 | 0.08% | 0.13% | 0.16% | Q4 2015 | Q3 2020 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2019 | 18 |
ADELL HARRIMAN & CARPENTER INC | 18 | 18 | 0.04% | 0.13% | 0.31% | Q1 2015 | Q2 2019 | 18 |
STEVENS CAPITAL MANAGEMENT LP | 11 | 1 | 0.02% | 0.13% | 0.32% | Q2 2013 | Q2 2019 | 18 |
Cheviot Value Management, LLC | 18 | 18 | 0.14% | 2.48% | 4.06% | Q2 2019 | Q3 2023 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 2 | 0.00% | 0.54% | 2.23% | Q2 2013 | Q3 2020 | 18 |
Voya Financial Advisors, Inc. | 18 | 18 | 0.03% | 0.04% | 0.07% | Q2 2016 | Q3 2020 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 1 | 0.03% | 0.32% | 0.99% | Q2 2013 | Q1 2020 | 18 |
Wealthspire Advisors, L.P. | 18 | 18 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q1 2020 | 18 |
GREENWOOD GEARHART INC | 18 | 18 | 1.44% | 2.19% | 2.65% | Q2 2016 | Q3 2020 | 18 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.01% | 0.05% | 0.14% | Q3 2014 | Q3 2020 | 18 |
Raab & Moskowitz Asset Management LLC | 9 | 1 | 0.02% | 0.14% | 0.24% | Q4 2013 | Q4 2019 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.02% | 0.11% | Q4 2014 | Q1 2019 | 18 |
Nicholas Hoffman & Company, LLC. | 18 | 18 | 0.14% | 0.18% | 0.23% | Q2 2016 | Q3 2020 | 18 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q4 2019 | 18 |
WILLIAMS JONES & ASSOCIATES LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2019 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q4 2019 | 18 |
Steinberg Global Asset Management | 10 | 8 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q1 2019 | 18 |
GREENLEAF TRUST | 16 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 6 | 0.00% | 0.07% | 0.33% | Q1 2015 | Q3 2020 | 18 |
Catamount Wealth Management | 18 | 18 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q1 2019 | 18 |
INGALLS & SNYDER LLC | 18 | 18 | 0.23% | 0.32% | 0.61% | Q2 2016 | Q3 2020 | 18 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.46% | 1.05% | 1.31% | Q2 2013 | Q3 2017 | 18 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 18 | 0.07% | 0.38% | 0.77% | Q3 2015 | Q4 2019 | 18 |
Cannell & Co. | 17 | 17 | 0.02% | 0.04% | 0.26% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.11% | 0.34% | 0.55% | Q2 2013 | Q2 2017 | 17 |
FIRST TRUST ADVISORS LP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 17 |
American Research & Management Co. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Hanson & Doremus Investment Management | 16 | 1 | 0.01% | 0.02% | 0.14% | Q4 2016 | Q2 2021 | 17 |
RATIONAL ADVISORS LLC | 13 | 2 | 0.00% | 0.08% | 0.20% | Q2 2011 | Q3 2020 | 17 |
First PREMIER Bank | 17 | 17 | 0.05% | 0.07% | 0.08% | Q3 2016 | Q3 2020 | 17 |
Atria Investments, Inc | 12 | 1 | 0.02% | 0.05% | 0.13% | Q2 2014 | Q3 2020 | 17 |
Archford Capital Strategies, LLC | 13 | 4 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2018 | 17 |
Gemmer Asset Management LLC | 9 | 8 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 17 |
Ranger International Management, LP | 17 | 17 | 0.05% | 0.46% | 4.70% | Q2 2013 | Q2 2017 | 17 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.10% | 0.41% | Q3 2013 | Q2 2020 | 17 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q2 2019 | 17 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 16 | 1 | 0.02% | 0.07% | 0.11% | Q2 2016 | Q3 2020 | 17 |
AMP Capital Investors Ltd | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2020 | 17 |
Corient Capital Partners, LLC | 17 | 17 | 0.04% | 0.17% | 0.26% | Q3 2016 | Q3 2020 | 17 |
Bartlett & Co. LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.10% | 0.14% | 0.20% | Q2 2013 | Q2 2017 | 17 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Northwest Quadrant Wealth Management, LLC | 16 | 16 | 0.10% | 0.16% | 0.24% | Q4 2016 | Q3 2020 | 16 |
Mariner, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2020 | 16 |
RHUMBLINE ADVISERS | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2020 | 16 |
PEAPACK GLADSTONE FINANCIAL CORP | 16 | 16 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2020 | 16 |
Abbrea Capital, LLC | 16 | 16 | 0.17% | 0.21% | 0.26% | Q4 2016 | Q3 2020 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2020 | 16 |
THORNBURG INVESTMENT MANAGEMENT INC | 16 | 16 | 0.01% | 0.23% | 0.39% | Q4 2016 | Q3 2020 | 16 |
BOSTON ADVISORS LLC | 13 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 16 |
Fiduciary Trust Co International of Pennsylvania | 9 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 16 |
TOMPKINS FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 16 |
SIMON QUICK ADVISORS, LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2020 | 16 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.03% | 0.14% | Q4 2012 | Q3 2020 | 16 |
MCKINLEY CAPITAL MANAGEMENT LLC | 13 | 3 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2020 | 16 |
DIVIDEND ASSETS CAPITAL, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2018 | 16 |
Russell Investments Group, Ltd. | 16 | 16 | 0.06% | 0.10% | 0.15% | Q4 2016 | Q3 2020 | 16 |
Bollard Group LLC | 16 | 16 | 0.00% | 0.07% | 0.20% | Q4 2016 | Q3 2020 | 16 |
COLONY GROUP LLC | 8 | 1 | 0.01% | 0.13% | 1.70% | Q2 2013 | Q3 2020 | 16 |
PEAK6 Investments LLC | 4 | 2 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2020 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.06% | 0.18% | Q3 2013 | Q2 2017 | 16 |
Perennial Advisors, LLC | 16 | 16 | 0.73% | 0.86% | 0.98% | Q4 2016 | Q3 2020 | 16 |
SALEM INVESTMENT COUNSELORS INC | 9 | 7 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2020 | 16 |
ROCKLAND TRUST CO | 7 | 1 | 0.03% | 0.26% | 0.49% | Q2 2013 | Q3 2020 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 16 |
Altavista Wealth Management, Inc. | 5 | 2 | 0.07% | 0.10% | 0.13% | Q4 2015 | Q3 2020 | 16 |
SRS Capital Advisors, Inc. | 9 | 6 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q3 2020 | 15 |
LOEB PARTNERS CORP | 9 | 6 | 0.17% | 1.04% | 2.37% | Q2 2013 | Q1 2017 | 15 |
Overbrook Management Corp | 15 | 15 | 0.05% | 0.24% | 1.01% | Q2 2013 | Q4 2016 | 15 |
Stonebridge Capital Advisors LLC | 10 | 5 | 0.00% | 0.32% | 1.09% | Q4 2014 | Q2 2020 | 15 |
Israel Discount Bank of New York | 15 | 15 | 0.72% | 1.02% | 1.38% | Q1 2017 | Q3 2020 | 15 |
Keeley-Teton Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2020 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.37% | 1.06% | 2.05% | Q2 2013 | Q4 2016 | 15 |
Salient Capital Advisors, LLC | 8 | 7 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q2 2019 | 15 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 13 | 2 | 0.03% | 0.08% | 0.12% | Q4 2016 | Q3 2020 | 15 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2020 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 15 | 0.32% | 0.41% | 0.50% | Q1 2017 | Q3 2020 | 15 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 15 | 15 | 0.66% | 1.27% | 1.52% | Q1 2017 | Q3 2020 | 15 |
King Wealth Management Group | 15 | 15 | 0.11% | 0.19% | 0.41% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.03% | 0.08% | 0.19% | Q2 2013 | Q4 2016 | 15 |
Rathbones Group PLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2020 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.05% | Q3 2011 | Q3 2015 | 15 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 10 | 0.01% | 0.07% | 0.16% | Q1 2016 | Q2 2018 | 15 |
Roundview Capital LLC | 15 | 15 | 0.15% | 0.29% | 0.46% | Q1 2017 | Q3 2020 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.06% | 0.13% | 0.32% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Crestwood Advisors Group, LLC | 7 | 4 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 15 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2020 | 15 |
MML INVESTORS SERVICES, LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2020 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.06% | 0.16% | 0.42% | Q2 2013 | Q4 2016 | 15 |
Caprock Group, LLC | 14 | 1 | 0.08% | 0.14% | 0.21% | Q1 2016 | Q3 2020 | 15 |
iAB Financial Bank | 15 | 15 | 0.17% | 0.25% | 0.36% | Q4 2013 | Q2 2017 | 15 |
Sigma Planning Corp | 12 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2020 | 14 |
TEXAS CAPITAL BANCSHARES INC/TX | 14 | 14 | 0.42% | 0.74% | 1.12% | Q2 2017 | Q3 2020 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 14 |
AlphaMark Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
BOURGEON CAPITAL MANAGEMENT LLC | 14 | 14 | 0.02% | 0.19% | 0.27% | Q2 2017 | Q3 2020 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 14 |
WMS Partners, LLC | 12 | 2 | 0.02% | 0.05% | 0.06% | Q1 2015 | Q4 2019 | 14 |
HYMAN CHARLES D | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2020 | 14 |
Strategic Advisors LLC | 14 | 14 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q3 2020 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.01% | 0.04% | 0.04% | Q4 2013 | Q1 2017 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2017 | Q3 2020 | 14 |
Crossmark Global Holdings, Inc. | 13 | 1 | 0.52% | 0.58% | 0.64% | Q3 2016 | Q3 2020 | 14 |
Versant Capital Management, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
CONNING INC. | 14 | 14 | 0.14% | 0.19% | 0.25% | Q4 2015 | Q1 2019 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2020 | 14 |
THOMPSON DAVIS & CO., INC. | 13 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2017 | 14 |
Garner Asset Management Corp | 14 | 14 | 0.49% | 0.61% | 0.72% | Q2 2017 | Q3 2020 | 14 |
Omnia Family Wealth, LLC | 14 | 14 | 0.10% | 0.16% | 0.29% | Q4 2016 | Q1 2020 | 14 |
HBK INVESTMENTS L P | 8 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q4 2018 | 14 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2018 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q2 2020 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 2 | 0.00% | 0.33% | 0.78% | Q1 2017 | Q3 2020 | 14 |
FIRST FOUNDATION ADVISORS | 14 | 14 | 0.04% | 0.15% | 0.25% | Q3 2013 | Q4 2016 | 14 |
PANAGORA ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.03% | 0.71% | 2.01% | Q4 2014 | Q3 2020 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2020 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2019 | 13 |
Highlander Capital Management, LLC | 9 | 4 | 0.02% | 0.12% | 0.20% | Q2 2013 | Q4 2016 | 13 |
Hudock, Inc. | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2016 | 13 |
Ameritas Investment Partners, Inc. | 13 | 13 | 0.07% | 0.16% | 0.52% | Q2 2013 | Q2 2016 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 13 |
Stockman Wealth Management, Inc. | 13 | 13 | 0.99% | 1.10% | 1.20% | Q3 2017 | Q3 2020 | 13 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 13 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2020 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q1 2020 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.12% | 0.18% | 0.25% | Q2 2013 | Q2 2016 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2020 | 13 |
KING LUTHER CAPITAL MANAGEMENT CORP | 11 | 1 | 0.00% | 0.06% | 0.13% | Q2 2016 | Q4 2019 | 13 |
NATIXIS | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.12% | 0.15% | 0.17% | Q2 2013 | Q2 2016 | 13 |
EARNEST PARTNERS LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
HHG & Company, LLC | 12 | 12 | 0.27% | 0.37% | 0.44% | Q2 2013 | Q1 2016 | 12 |
PIN OAK INVESTMENT ADVISORS INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 12 |
DUBUQUE BANK & TRUST CO | 12 | 12 | 0.00% | 0.05% | 0.15% | Q2 2014 | Q1 2017 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Cascade Investment Advisors, Inc. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2020 | 12 |
Coho Partners, Ltd. | 7 | 5 | 0.01% | 1.28% | 3.29% | Q1 2016 | Q3 2020 | 12 |
Lester Murray Antman dba SimplyRich | 12 | 12 | 0.43% | 0.51% | 0.74% | Q4 2017 | Q3 2020 | 12 |
NORTH AMERICAN MANAGEMENT CORP | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2020 | 12 |
MITCHELL SINKLER & STARR/PA | 11 | 1 | 0.25% | 0.33% | 0.53% | Q2 2013 | Q3 2020 | 12 |
Front Row Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 12 |
LOOMIS SAYLES & CO L P | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.02% | 0.06% | 0.07% | Q3 2016 | Q4 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.06% | 0.15% | 0.23% | Q2 2013 | Q1 2016 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2020 | 12 |
OSTERWEIS CAPITAL MANAGEMENT INC | 9 | 3 | 1.56% | 2.44% | 3.13% | Q2 2013 | Q3 2019 | 12 |
Resource Management, LLC | 12 | 12 | 0.77% | 0.93% | 1.05% | Q4 2017 | Q3 2020 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Sky Investment Group LLC | 12 | 12 | 0.72% | 0.98% | 1.36% | Q4 2013 | Q3 2016 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2020 | 12 |
WADE G W & INC | 12 | 12 | 0.13% | 0.17% | 0.23% | Q2 2013 | Q1 2016 | 12 |
TIEDEMANN ADVISORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2020 | 12 |
WHV Investments, Inc. | 12 | 12 | 2.12% | 2.95% | 4.78% | Q2 2013 | Q1 2016 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2020 | 12 |
Royal Fund Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 12 |
Mutual Advisors, LLC | 12 | 12 | 0.05% | 0.09% | 0.17% | Q4 2017 | Q3 2020 | 12 |
Crescent Grove Advisors, LLC | 12 | 12 | 0.07% | 0.15% | 0.19% | Q2 2017 | Q1 2020 | 12 |
LAKE STREET ADVISORS GROUP, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2020 | 12 |
American Portfolios Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 12 |
IMS Capital Management | 9 | 1 | 0.09% | 0.33% | 0.48% | Q4 2014 | Q3 2018 | 12 |
South Dakota Investment Council | 11 | 1 | 0.01% | 0.03% | 0.11% | Q3 2014 | Q3 2020 | 12 |
Freedom Day Solutions, LLC | 12 | 12 | 0.74% | 0.83% | 0.94% | Q4 2017 | Q3 2020 | 12 |
OmniStar Financial Group, Inc. | 12 | 12 | 0.40% | 0.51% | 0.92% | Q4 2017 | Q3 2020 | 12 |
HARRIS ASSOCIATES L P | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Steward Partners Investment Advisory, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Chicago Capital, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2020 | 11 |
Community Bank, N.A. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2018 | 11 |
SMITH ASSET MANAGEMENT GROUP LP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2017 | 11 |
MOODY LYNN & LIEBERSON, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2019 | 11 |
MARTIN CURRIE LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 0.00% | 0.32% | 0.42% | Q2 2013 | Q4 2015 | 11 |
Shoker Investment Counsel, Inc. | 11 | 11 | 0.20% | 0.24% | 0.28% | Q1 2015 | Q3 2017 | 11 |
Quantitative Investment Management, LLC | 3 | 1 | 0.04% | 0.11% | 0.30% | Q3 2013 | Q3 2019 | 11 |
Boston Trust Walden Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
FIRST MERCHANTS CORP | 11 | 11 | 0.03% | 0.06% | 0.07% | Q3 2017 | Q1 2020 | 11 |
Timber Hill LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 11 |
Bray Capital Advisors | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
MGO ONE SEVEN LLC | 9 | 2 | 0.27% | 0.41% | 0.69% | Q4 2017 | Q3 2020 | 11 |
SUMMITRY LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Select Asset Management & Trust | 11 | 11 | 0.11% | 0.29% | 0.74% | Q4 2013 | Q2 2016 | 11 |
BRANDES INVESTMENT PARTNERS, LP | 11 | 11 | 0.35% | 1.19% | 1.70% | Q4 2012 | Q2 2015 | 11 |
Sather Financial Group Inc | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2018 | Q3 2020 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
RUSSELL FRANK CO/ | 6 | 5 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2016 | 11 |
Arjuna Capital | 11 | 11 | 0.34% | 0.40% | 0.50% | Q4 2017 | Q2 2020 | 11 |
FEDERATED HERMES, INC. | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 11 |
TRAN CAPITAL MANAGEMENT, L.P. | 11 | 11 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q4 2015 | 11 |
Delaney Dennis R | 11 | 11 | 0.48% | 0.53% | 0.57% | Q4 2017 | Q2 2020 | 11 |
Bruderman Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 11 |
CAPITAL COUNSEL LLC/NY | 11 | 11 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2015 | 11 |
GRIMES & COMPANY, INC. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.34% | 0.69% | 1.21% | Q2 2013 | Q4 2015 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.11% | 0.30% | Q1 2017 | Q3 2020 | 11 |
Global Retirement Partners, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 11 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q1 2020 | 11 |
GIOVINE CAPITAL GROUP LLC | 11 | 11 | 1.64% | 1.99% | 2.65% | Q2 2013 | Q4 2015 | 11 |
ALPS ADVISORS INC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2019 | 11 |
CAHILL FINANCIAL ADVISORS INC | 11 | 11 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q4 2019 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2020 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2020 | 11 |
OXFORD ASSET MANAGEMENT LLP | 7 | 1 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q4 2017 | 10 |
KLINGENSTEIN FIELDS & CO LP | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
COZAD ASSET MANAGEMENT INC | 10 | 10 | 0.11% | 0.15% | 0.18% | Q2 2018 | Q3 2020 | 10 |
VALLEY NATIONAL ADVISERS INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 10 |
Hillsdale Investment Management Inc. | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 10 |
BOENNING & SCATTERGOOD, INC. | 10 | 10 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2020 | 10 |
NuWave Investment Management, LLC | 10 | 10 | 0.00% | 0.25% | 0.76% | Q2 2018 | Q3 2020 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2019 | 10 |
SeaCrest Wealth Management, LLC | 6 | 4 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2020 | 10 |
Ancora Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 10 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 10 | 0.12% | 0.34% | 0.46% | Q2 2018 | Q3 2020 | 10 |
NewEdge Advisors, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 10 |
Hoxton Financial, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2020 | 10 |
CenterStar Asset Management, LLC | 4 | 4 | 0.00% | 0.05% | 0.22% | Q1 2018 | Q4 2018 | 10 |
180 WEALTH ADVISORS, LLC | 10 | 10 | 0.09% | 0.14% | 0.18% | Q2 2018 | Q3 2020 | 10 |
Waverly Advisors, LLC | 10 | 10 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2015 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
CWM, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2018 | 10 |
Patriot Financial Group Insurance Agency, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 10 |
BRIGHTON JONES LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 10 |
INSIGHT 2811, INC. | 10 | 10 | 0.10% | 0.11% | 0.14% | Q1 2014 | Q2 2016 | 10 |
Risk Paradigm Group, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2017 | 10 |
BAHL & GAYNOR INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
SEGALL BRYANT & HAMILL, LLC | 10 | 10 | 0.05% | 0.12% | 0.15% | Q2 2018 | Q3 2020 | 10 |
Platte River Capital LLC | 10 | 10 | 0.12% | 0.35% | 0.68% | Q2 2013 | Q3 2015 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Grassi Investment Management | 10 | 10 | 0.52% | 0.66% | 0.72% | Q2 2014 | Q3 2016 | 10 |
WFG Advisors, LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Truvvo Partners LLC | 10 | 10 | 0.43% | 0.66% | 0.82% | Q4 2015 | Q1 2018 | 10 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2020 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 10 |
Cox Capital Mgt LLC | 10 | 10 | 1.19% | 1.54% | 2.14% | Q2 2018 | Q3 2020 | 10 |
BOWEN HANES & CO INC | 5 | 5 | 0.06% | 0.36% | 0.69% | Q2 2013 | Q3 2016 | 10 |
IHT Wealth Management, LLC | 6 | 3 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2020 | 9 |
CHOREO, LLC | 8 | 1 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q2 2019 | 9 |
HONEYWELL INTERNATIONAL INC | 9 | 9 | 0.28% | 0.86% | 1.43% | Q2 2013 | Q2 2015 | 9 |
INVERNESS COUNSEL LLC /NY/ | 9 | 9 | 0.01% | 0.99% | 2.22% | Q3 2018 | Q3 2020 | 9 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.02% | 0.10% | Q1 2016 | Q2 2020 | 9 |
Independence Trust CO | 9 | 9 | 0.19% | 0.25% | 0.30% | Q2 2013 | Q2 2015 | 9 |
OLD DOMINION CAPITAL MANAGEMENT INC | 9 | 9 | 1.44% | 1.65% | 1.82% | Q3 2018 | Q3 2020 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 9 |
PRIVATE TRUST CO NA | 7 | 2 | 0.04% | 0.06% | 0.09% | Q1 2013 | Q3 2020 | 9 |
PALISADE CAPITAL MANAGEMENT, LP | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2017 | 9 |
Cetera Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2020 | 9 |
LVW Advisors, LLC | 9 | 9 | 0.11% | 0.17% | 0.24% | Q4 2014 | Q4 2016 | 9 |
BlackRock Fund Advisors | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.00% | 0.20% | 0.63% | Q4 2013 | Q4 2015 | 9 |
FLOW TRADERS U.S. LLC | 8 | 1 | 0.00% | 0.14% | 1.21% | Q3 2013 | Q4 2016 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Northwest Capital Management Inc | 9 | 9 | 0.24% | 0.40% | 0.54% | Q3 2018 | Q3 2020 | 9 |
HOURGLASS CAPITAL, LLC | 4 | 1 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q3 2020 | 9 |
FULTON BANK, N.A. | 6 | 3 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2020 | 9 |
Vulcan Value Partners, LLC | 9 | 9 | 0.76% | 1.28% | 1.93% | Q2 2013 | Q2 2015 | 9 |
EAGLE ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
NorthCoast Asset Management LLC | 3 | 1 | 0.01% | 0.12% | 0.27% | Q2 2013 | Q3 2020 | 9 |
Susquehanna International Securities, Ltd. | 7 | 7 | 0.06% | 0.51% | 1.23% | Q1 2019 | Q3 2020 | 9 |
Heritage Wealth Advisors | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.11% | 0.20% | 0.30% | Q2 2013 | Q2 2015 | 9 |
Wealthcare Advisory Partners LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 9 |
Port Capital LLC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q3 2020 | 9 |
WESBANCO BANK INC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Oxbow Advisors, LLC | 9 | 9 | 0.11% | 0.51% | 1.41% | Q3 2018 | Q3 2020 | 9 |
Princeton Global Asset Management LLC | 9 | 9 | 0.00% | 0.58% | 0.74% | Q4 2018 | Q4 2020 | 9 |
CULLEN/FROST BANKERS, INC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.00% | 0.51% | 2.26% | Q3 2013 | Q3 2016 | 8 |
CX Institutional | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2020 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q3 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
SPINNAKER TRUST | 7 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 8 |
RMB Capital Management, LLC | 7 | 1 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q1 2020 | 8 |
Prestige Wealth Management Group LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 8 |
Brinker Capital Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2020 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q3 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.09% | 0.21% | 0.26% | Q2 2014 | Q4 2019 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.08% | 0.29% | 0.80% | Q1 2016 | Q3 2020 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Cypress Wealth Advisors LLC | 8 | 8 | 0.12% | 0.19% | 0.23% | Q2 2015 | Q1 2017 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Bowie Capital Management, LLC | 8 | 8 | 0.35% | 1.21% | 2.75% | Q4 2016 | Q3 2018 | 8 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 5 | 3 | 0.38% | 0.45% | 0.57% | Q2 2015 | Q3 2020 | 8 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 4 | 1 | 1.34% | 2.31% | 2.67% | Q4 2014 | Q1 2017 | 8 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q4 2016 | 8 |
Liberty Mutual Group Asset Management Inc. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2017 | 8 |
AMERICAN NATIONAL BANK | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2016 | 8 |
Dynamic Capital Management Ltd | 2 | 1 | 0.09% | 0.52% | 2.10% | Q2 2013 | Q1 2018 | 8 |
TIAA, FSB | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 8 |
VONTOBEL ASSET MANAGEMENT INC | 6 | 2 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q4 2017 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Pacer Advisors, Inc. | 4 | 1 | 0.02% | 0.23% | 0.52% | Q4 2013 | Q3 2017 | 8 |
Cresset Asset Management, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2020 | 8 |
Princeton Alpha Management LP | 8 | 8 | 0.07% | 0.14% | 0.32% | Q1 2014 | Q4 2015 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
DAVIS SELECTED ADVISERS | 8 | 8 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Stonehage Fleming Financial Services Holdings Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
Close Asset Management Ltd | 8 | 8 | 0.00% | 0.20% | 1.58% | Q1 2017 | Q4 2018 | 8 |
MDE Group | 8 | 8 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q1 2015 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.18% | 0.31% | 0.45% | Q2 2013 | Q1 2015 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Riverview Trust Co | 8 | 8 | 0.08% | 0.10% | 0.15% | Q4 2018 | Q3 2020 | 8 |
Inlet Private Wealth, LLC | 8 | 8 | 0.32% | 0.41% | 0.45% | Q4 2018 | Q3 2020 | 8 |
Cerity Partners LLC | 7 | 1 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q1 2019 | 8 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 5 | 1 | 0.04% | 0.17% | 0.43% | Q3 2014 | Q3 2019 | 8 |
Spears Abacus Advisors LLC | 6 | 2 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q2 2019 | 8 |
HANCOCK WHITNEY CORP | 8 | 8 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q2 2020 | 8 |
Landsberg, Bennett, & Dubbaneh LLC | 8 | 8 | 0.68% | 0.80% | 0.96% | Q4 2018 | Q3 2020 | 8 |
Heritage Trust Co | 6 | 2 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2020 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
Human Investing LLC | 8 | 8 | 0.35% | 0.45% | 0.52% | Q4 2018 | Q3 2020 | 8 |
Frisch Financial Group, Inc. | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2018 | Q3 2020 | 8 |
NTV ASSET MANAGEMENT LLC | 8 | 8 | 0.08% | 0.10% | 0.12% | Q1 2015 | Q4 2016 | 8 |
Smith Affiliated Capital Corp. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 8 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 7 |
S&T BANK/PA | 7 | 7 | 1.05% | 1.13% | 1.28% | Q2 2013 | Q4 2014 | 7 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.08% | 0.20% | Q3 2015 | Q1 2020 | 7 |
ABNER HERRMAN & BROCK LLC | 4 | 3 | 0.07% | 0.09% | 0.10% | Q1 2014 | Q4 2016 | 7 |
ATWOOD & PALMER INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 7 |
Li Winifred I | 7 | 7 | 0.38% | 0.41% | 0.44% | Q2 2013 | Q4 2014 | 7 |
LORD, ABBETT & CO. LLC | 5 | 2 | 0.01% | 0.10% | 0.17% | Q2 2013 | Q2 2019 | 7 |
SHIKIAR ASSET MANAGEMENT INC | 7 | 7 | 0.14% | 0.22% | 0.37% | Q1 2016 | Q3 2017 | 7 |
Zions Bancorporation, N.A. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2020 | 7 |
Providence Capital Advisors, LLC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2020 | 7 |
CHATHAM CAPITAL GROUP, INC. | 7 | 7 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q1 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Elmwood Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 7 |
ALLIANCEBERNSTEIN L.P. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
Alberta Investment Management Corp | 3 | 1 | 0.03% | 0.07% | 0.14% | Q2 2014 | Q3 2020 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Vestmark Advisory Solutions, Inc. | 7 | 7 | 0.22% | 0.25% | 0.34% | Q1 2019 | Q3 2020 | 7 |
Verition Fund Management LLC | 3 | 2 | 0.04% | 0.23% | 1.08% | Q2 2013 | Q3 2020 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Allen Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
TELEMUS CAPITAL, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2020 | 7 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
First City Capital Management, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 7 |
COMERICA SECURITIES,INC. | 7 | 7 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q3 2020 | 7 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 7 |
Syntal Capital Partners, LLC | 7 | 7 | 0.09% | 0.15% | 0.23% | Q1 2018 | Q3 2019 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q2 2016 | 7 |
Glassman Wealth Services | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.08% | 0.15% | Q1 2016 | Q2 2020 | 7 |
Icon Wealth Partners, LLC | 6 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q2 2020 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2020 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.11% | 0.20% | 0.38% | Q2 2013 | Q4 2014 | 7 |
Prospera Financial Services Inc | 6 | 1 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q3 2020 | 7 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2019 | Q3 2020 | 7 |
Westover Capital Advisors, LLC | 7 | 7 | 0.66% | 0.74% | 0.92% | Q1 2014 | Q3 2015 | 7 |
First Trust Bank, Ltd. | 7 | 7 | 7.17% | 11.40% | 14.85% | Q2 2019 | Q4 2020 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q1 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.15% | 0.19% | 0.23% | Q2 2013 | Q4 2014 | 7 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q4 2020 | 7 |
Summit Global Investments | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q3 2019 | 7 |
SVB WEALTH LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2020 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.04% | 0.05% | 0.09% | Q1 2019 | Q3 2020 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Prime Capital Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2014 | 7 |
WEDBUSH SECURITIES INC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 6 |
FORTEM FINANCIAL GROUP, LLC | 6 | 6 | 0.24% | 0.52% | 0.73% | Q2 2019 | Q3 2020 | 6 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 1 | 0.13% | 0.14% | 0.15% | Q4 2015 | Q1 2019 | 6 |
Amici Capital, LLC | 6 | 6 | 0.46% | 0.50% | 0.55% | Q2 2013 | Q3 2014 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q2 2015 | 6 |
Grove Bank & Trust | 5 | 1 | 0.05% | 0.09% | 0.13% | Q4 2016 | Q2 2019 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q2 2020 | 6 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.04% | 0.07% | 0.11% | Q2 2014 | Q3 2020 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.10% | 0.12% | 0.17% | Q4 2018 | Q1 2020 | 6 |
First Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 6 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2020 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.10% | 0.14% | 0.22% | Q4 2017 | Q1 2019 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q2 2016 | 6 |
CHILTON INVESTMENT CO INC. | 4 | 2 | 0.01% | 0.24% | 1.17% | Q2 2013 | Q4 2014 | 6 |
COWEN INC. | 2 | 2 | 0.08% | 0.38% | 0.86% | Q1 2017 | Q2 2019 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.67% | 0.70% | 0.72% | Q2 2013 | Q3 2014 | 6 |
QCI ASSET MANAGEMENT INC/NY | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
PEOPLES FINANCIAL SERVICES CORP. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q1 2019 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Oakworth Capital, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.09% | 0.31% | 0.66% | Q1 2016 | Q3 2020 | 6 |
Meridian Wealth Advisors, LLC | 5 | 1 | 0.05% | 0.14% | 0.17% | Q4 2018 | Q3 2020 | 6 |
LexAurum Advisors, LLC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q3 2018 | Q3 2020 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.18% | 0.19% | 0.21% | Q4 2013 | Q1 2015 | 6 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2017 | Q4 2019 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.26% | 0.51% | Q1 2018 | Q1 2019 | 6 |
TEALWOOD ASSET MANAGEMENT INC | 6 | 6 | 1.30% | 1.58% | 2.08% | Q2 2019 | Q3 2020 | 6 |
First Pacific Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
QV Investors Inc. | 6 | 6 | 0.25% | 0.29% | 0.34% | Q2 2019 | Q3 2020 | 6 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
JFS WEALTH ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2016 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q1 2020 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Natixis Investment Managers International | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Itau Unibanco Holding S.A. | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Ellis Investment Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.04% | 0.06% | Q3 2017 | Q3 2018 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2020 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2018 | Q4 2019 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.07% | 0.43% | 0.75% | Q4 2018 | Q2 2020 | 5 |
Candriam S.C.A. | 2 | 1 | 0.02% | 0.05% | 0.06% | Q4 2014 | Q3 2020 | 5 |
MYCIO WEALTH PARTNERS, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 5 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 5 | 5 | 0.10% | 0.14% | 0.16% | Q1 2015 | Q1 2016 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.03% | 0.06% | 0.11% | Q2 2015 | Q3 2016 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2020 | 5 |
MACKENZIE FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
BlackRock Japan Co. Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 5 |
Certified Advisory Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q2 2020 | 5 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q3 2020 | 5 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 5 |
DELTA CAPITAL MANAGEMENT LLC | 5 | 5 | 1.72% | 1.85% | 1.95% | Q3 2019 | Q3 2020 | 5 |
BANK OF NOVA SCOTIA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
SOMERVILLE KURT F | 5 | 5 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q4 2015 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
DG CAPITAL MANAGEMENT INC | 3 | 2 | 0.98% | 1.32% | 1.57% | Q2 2013 | Q3 2016 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
OppenheimerFunds, Inc. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q1 2017 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Waldron Private Wealth LLC | 5 | 5 | 0.03% | 0.07% | 0.10% | Q3 2019 | Q3 2020 | 5 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2014 | 5 |
Baystate Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2016 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.23% | 0.25% | 0.26% | Q1 2019 | Q1 2020 | 5 |
Ionic Capital Management LLC | 2 | 1 | 0.02% | 0.23% | 1.03% | Q2 2015 | Q4 2019 | 5 |
Williams Jones Wealth Management, LLC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
MARIETTA INVESTMENT PARTNERS LLC | 5 | 5 | 0.14% | 0.43% | 0.56% | Q4 2015 | Q4 2016 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.80% | 0.87% | 0.99% | Q4 2015 | Q4 2016 | 5 |
FINANCIAL COUNSELORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Westside Investment Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Berkeley Capital Partners, LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2018 | Q4 2019 | 5 |
DF DENT & CO INC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q2 2019 | Q2 2020 | 5 |
Sepio Capital, LP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 5 |
HBK Sorce Advisory LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2019 | Q3 2020 | 5 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.14% | 0.23% | Q1 2016 | Q1 2020 | 5 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.06% | 0.06% | Q4 2014 | Q4 2015 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2019 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.06% | 0.13% | Q4 2015 | Q3 2020 | 5 |
Sound View Wealth Advisors Group, LLC | 3 | 2 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2020 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Arthur Zaske & Associates, LLC | 4 | 1 | 0.20% | 0.32% | 0.39% | Q3 2016 | Q4 2017 | 5 |
BSW Wealth Partners | 2 | 1 | 0.00% | 0.08% | 0.14% | Q3 2018 | Q3 2020 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.14% | Q1 2016 | Q1 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Banco de Sabadell, S.A | 5 | 5 | 0.29% | 0.75% | 1.13% | Q3 2019 | Q3 2020 | 5 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 5 | 5 | 0.17% | 0.32% | 0.43% | Q3 2019 | Q3 2020 | 5 |
Pineno Levin & Ford Asset Management, Inc. | 4 | 1 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q3 2020 | 5 |
Goelzer Investment Management, Inc. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2020 | 5 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2018 | 5 |
NORGES BANK | 3 | 1 | 0.00% | 0.07% | 0.10% | Q3 2019 | Q3 2020 | 4 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q4 2014 | 4 |
Hummer Financial Advisory Services Inc | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2019 | Q3 2020 | 4 |
Circle Wealth Management, LLC | 4 | 4 | 0.04% | 0.11% | 0.14% | Q4 2019 | Q3 2020 | 4 |
Legacy Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2018 | 4 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q1 2018 | 4 |
BHF Kleinwort Benson Group S.A. | 3 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q2 2015 | 4 |
GQG Partners LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2017 | 4 |
CVA Family Office, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2021 | 4 |
Centric Wealth Management | 3 | 1 | 0.11% | 0.16% | 0.17% | Q3 2019 | Q3 2020 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Ballentine Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 4 |
DELTEC ASSET MANAGEMENT LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
CSS LLC/IL | 2 | 2 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2020 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Great Diamond Partners, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2019 | Q3 2020 | 4 |
HS Management Partners, LLC | 4 | 4 | 2.60% | 3.61% | 5.16% | Q4 2013 | Q3 2014 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.28% | 0.33% | 0.39% | Q4 2017 | Q3 2018 | 4 |
Lowell Blake & Associates Inc. | 4 | 4 | 0.41% | 0.44% | 0.48% | Q4 2019 | Q3 2020 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 4 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2019 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Reynders McVeigh Capital Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q3 2020 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2014 | Q3 2015 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.08% | 0.12% | Q1 2019 | Q4 2019 | 4 |
Altium Wealth Management LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2020 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Antonetti Capital Management LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Gotham Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
MAI Capital Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Buffington Mohr McNeal | 3 | 1 | 0.03% | 0.09% | 0.25% | Q1 2016 | Q1 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
MIDAS MANAGEMENT CORP | 4 | 4 | 0.76% | 0.84% | 0.97% | Q4 2014 | Q3 2015 | 4 |
Asio Capital, LLC | 4 | 4 | 0.13% | 0.18% | 0.28% | Q4 2019 | Q3 2020 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2017 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Aberdeen Wealth Management LLC | 4 | 4 | 0.31% | 0.39% | 0.42% | Q4 2019 | Q3 2020 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.14% | 0.27% | 0.60% | Q2 2019 | Q1 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 4 |
DUALITY ADVISERS, LP | 2 | 2 | 0.05% | 0.13% | 0.31% | Q3 2019 | Q3 2020 | 4 |
Capital International, Inc./CA/ | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q4 2017 | 4 |
Rothschild & Co Wealth Management UK Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
FORA Capital, LLC | 4 | 4 | 0.04% | 0.11% | 0.24% | Q4 2019 | Q3 2020 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q1 2016 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 4 |
S.A. Mason LLC | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2019 | Q3 2020 | 4 |
GAM Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Mondrian Investment Partners LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2020 | 4 |
Optas, LLC | 4 | 4 | 0.24% | 0.30% | 0.41% | Q4 2019 | Q3 2020 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Fieldpoint Private Securities, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2019 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Investment Research & Advisory Group, Inc. | 4 | 4 | 0.41% | 0.80% | 1.07% | Q4 2019 | Q3 2020 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 4 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 4 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q4 2019 | 4 |
Euro Pacific Asset Management, LLC | 4 | 4 | 2.28% | 2.77% | 3.68% | Q4 2019 | Q3 2020 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Argent Advisors, Inc. | 4 | 4 | 0.21% | 0.31% | 0.37% | Q4 2019 | Q3 2020 | 4 |
MAIRS & POWER INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Red Spruce Capital, LLC | 4 | 4 | 1.07% | 1.26% | 1.52% | Q4 2019 | Q3 2020 | 4 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.55% | 0.58% | 0.60% | Q2 2013 | Q1 2014 | 4 |
PITCAIRN CO | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2020 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
WASHINGTON TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2020 | 4 |
Savior LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
KEELEY ASSET MANAGEMENT CORP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.15% | 0.28% | Q1 2019 | Q3 2020 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 0.14% | 0.17% | 0.20% | Q1 2015 | Q4 2015 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.11% | 0.12% | 0.12% | Q1 2017 | Q4 2017 | 4 |
PRW Wealth Management LLC | 3 | 1 | 0.18% | 0.24% | 0.30% | Q4 2018 | Q3 2020 | 4 |
DEERE & CO | 1 | 1 | 0.07% | 0.09% | 0.10% | Q4 2013 | Q2 2016 | 4 |
9258 Wealth Management, LLC | 4 | 4 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q3 2020 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q4 2015 | 4 |
Lourd Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
Progressive Investment Management Corp | 3 | 3 | 0.02% | 0.08% | 0.20% | Q3 2014 | Q1 2015 | 3 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.48% | 0.75% | Q3 2014 | Q4 2017 | 3 |
STABLEFORD CAPITAL II LLC | 3 | 3 | 0.66% | 0.68% | 0.69% | Q2 2017 | Q4 2017 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.20% | 0.61% | Q2 2013 | Q1 2018 | 3 |
Alexandria Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2013 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 3 |
SCHARF INVESTMENTS, LLC | 3 | 3 | 4.36% | 4.44% | 4.49% | Q1 2020 | Q3 2020 | 3 |
Harrington Investments, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2020 | 3 |
Pavion Blue Capital, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2020 | Q3 2020 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Column Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q2 2017 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q2 2019 | 3 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 3 | 0.03% | 0.09% | 0.17% | Q1 2013 | Q3 2013 | 3 |
Capital International Sarl | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
BRISTOL JOHN W & CO INC /NY/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CIDEL ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
PDT Partners, LLC | 2 | 1 | 0.03% | 0.11% | 0.25% | Q2 2013 | Q3 2014 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.02% | 0.07% | 0.18% | Q2 2015 | Q1 2017 | 3 |
Gardiner Nancy B | 3 | 3 | 0.50% | 0.59% | 0.69% | Q1 2017 | Q3 2017 | 3 |
EQUITEC PROPRIETARY MARKETS, LLC | 2 | 2 | 0.03% | 0.11% | 0.25% | Q1 2017 | Q2 2017 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.15% | 0.36% | Q1 2015 | Q2 2019 | 3 |
NUANCE INVESTMENTS, LLC | 3 | 3 | 0.40% | 2.03% | 3.05% | Q4 2016 | Q2 2017 | 3 |
Kingfisher Capital LLC | 2 | 1 | 0.08% | 0.10% | 0.11% | Q1 2014 | Q4 2015 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
AUGUSTINE ASSET MANAGEMENT INC | 3 | 3 | 0.22% | 0.28% | 0.31% | Q1 2020 | Q3 2020 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.14% | 0.17% | 0.23% | Q1 2020 | Q3 2020 | 3 |
Opera Trading Capital | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q4 2016 | 3 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 3 |
Long Wharf Investors, Inc. | 3 | 3 | 0.44% | 0.46% | 0.48% | Q2 2013 | Q4 2013 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q1 2020 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q1 2017 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Evercore Trust Company, N.A. | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2017 | Q3 2017 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
DINSMORE CAPITAL MANAGEMENT CO/NJ | 3 | 3 | 0.39% | 0.40% | 0.42% | Q1 2015 | Q3 2015 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q2 2019 | Q4 2019 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.25% | 0.53% | 0.74% | Q2 2013 | Q3 2014 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2019 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2012 | Q3 2013 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.41% | 0.43% | 0.44% | Q2 2019 | Q4 2019 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.04% | 0.11% | 0.15% | Q2 2013 | Q2 2015 | 3 |
OSAIC HOLDINGS, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q1 2020 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q3 2013 | 3 |
Rikoon Group, LLC | 3 | 3 | 0.17% | 0.21% | 0.24% | Q1 2020 | Q3 2020 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.32% | 0.34% | 0.37% | Q4 2017 | Q1 2019 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Barnett & Company, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 3 |
HEARTLAND ADVISORS INC | 3 | 3 | 0.48% | 0.59% | 0.68% | Q1 2020 | Q3 2020 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Kelman-Lazarov, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2020 | Q3 2020 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.03% | 0.10% | 0.17% | Q2 2014 | Q1 2020 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2019 | 3 |
First Allied Asset Management, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 3 |
American Assets Investment Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2017 | Q3 2017 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q2 2019 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.24% | 0.35% | 0.50% | Q2 2016 | Q4 2019 | 3 |
Windsor Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.17% | 0.17% | 0.18% | Q1 2020 | Q3 2020 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
SouthState Corp | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 3 |
Madison Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Graypoint LLC | 3 | 3 | 0.50% | 0.54% | 0.58% | Q1 2020 | Q3 2020 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q2 2019 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 3 |
PRENTISS SMITH & CO INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
HERON FINANCIAL GROUP, LLC | 2 | 1 | 0.18% | 0.19% | 0.20% | Q4 2019 | Q3 2020 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.03% | 0.12% | 0.27% | Q2 2013 | Q4 2013 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.10% | 0.16% | 0.19% | Q2 2017 | Q4 2017 | 3 |
Capital Research Global Investors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2015 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.02% | 0.09% | 0.12% | Q2 2019 | Q2 2019 | 3 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 3.55% | 3.62% | 3.68% | Q2 2013 | Q3 2013 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.16% | 0.18% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Cowen Investment Management LLC | 2 | 2 | 1.18% | 1.76% | 2.34% | Q2 2020 | Q3 2020 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2013 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 1.55% | 1.82% | 2.10% | Q2 2020 | Q3 2020 | 2 |
MITCHELL CAPITAL MANAGEMENT CO | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.25% | 0.40% | 0.56% | Q4 2014 | Q4 2015 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.43% | 1.42% | 2.41% | Q1 2014 | Q3 2016 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q4 2013 | Q1 2014 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 2 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2020 | Q3 2020 | 2 |
RMR Wealth Builders | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q2 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
London & Capital Asset Management Ltd | 1 | 1 | 0.04% | 1.05% | 2.05% | Q4 2018 | Q2 2020 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Lapides Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
Clarius Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
InterOcean Capital, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q1 2014 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.09% | 0.18% | Q1 2017 | Q3 2017 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 2 |
BROOKTREE CAPITAL MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Buckingham Capital Management, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2020 | Q3 2020 | 2 |
NatWest Group plc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2015 | Q3 2015 | 2 |
Holistic Financial Partners | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
ING GROEP NV | 2 | 2 | 0.81% | 0.85% | 0.89% | Q2 2013 | Q3 2013 | 2 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q2 2016 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Abundance Wealth Counselors | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2020 | Q3 2020 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 2 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
HARVEST MANAGEMENT LLC | 2 | 2 | 0.18% | 0.29% | 0.39% | Q1 2017 | Q2 2017 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 2 |
MARSHALL & SULLIVAN INC /WA/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2017 | Q1 2018 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.03% | 0.08% | 0.13% | Q2 2020 | Q3 2020 | 2 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.00% | 0.19% | 0.38% | Q4 2017 | Q1 2018 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
RAND WEALTH, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Lombard Odier & Cie (Canada), Limited Partnership | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.36% | 0.61% | 0.86% | Q3 2014 | Q4 2014 | 2 |
JACKSON PARK CAPITAL, LLC | 1 | 1 | 1.24% | 2.15% | 3.06% | Q4 2014 | Q4 2016 | 2 |
Seascape Capital Management | 2 | 2 | 0.99% | 1.05% | 1.11% | Q4 2019 | Q1 2020 | 2 |
SWS Partners | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
True North Advisors, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.19% | 0.28% | 0.36% | Q2 2017 | Q3 2017 | 2 |
MIROVA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PLIMOTH TRUST CO LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Beach Investment Management, LLC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2013 | Q2 2015 | 2 |
Ninety One UK Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.23% | 0.45% | Q1 2017 | Q4 2017 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.13% | 0.18% | 0.23% | Q2 2019 | Q4 2019 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.18% | 0.82% | 1.46% | Q3 2018 | Q4 2018 | 2 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.85% | 0.95% | 1.05% | Q2 2013 | Q1 2014 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Stevard, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2020 | Q3 2020 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.21% | 0.25% | 0.29% | Q4 2017 | Q1 2018 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.27% | 1.10% | 1.93% | Q2 2020 | Q3 2020 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
SCHOLTZ & COMPANY, LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q1 2014 | Q2 2014 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Lombard Odier Transatlantic Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q2 2019 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.29% | 0.41% | 0.54% | Q3 2017 | Q4 2017 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2019 | 2 |
CMT TRADING LLC | 2 | 2 | 0.24% | 0.33% | 0.42% | Q2 2016 | Q3 2016 | 2 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 2 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.46% | 0.91% | Q4 2015 | Q1 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2018 | Q3 2018 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q4 2017 | Q1 2018 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
JACOB ASSET MANAGEMENT OF NEW YORK LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 0.52% | 0.54% | 0.56% | Q1 2017 | Q2 2017 | 2 |
Northside Capital Management, LLC | 2 | 2 | 0.71% | 0.81% | 0.92% | Q4 2017 | Q1 2018 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 2 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.28% | 0.37% | 0.45% | Q2 2013 | Q3 2014 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Maven Securities LTD | 1 | 1 | 0.21% | 0.47% | 0.72% | Q3 2017 | Q1 2018 | 2 |
MCIA Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Fiera Capital Inc. | 2 | 2 | 1.10% | 1.24% | 1.38% | Q2 2013 | Q3 2013 | 2 |
PARK NATIONAL CORP /OH/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
People's United Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Ostrum Asset Management U.S., LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q3 2017 | 1 |
StoneX Group Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Manikay Partners, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2014 | Q3 2014 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2017 | Q4 2017 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Costello Asset Management, INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2019 | Q3 2019 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Elgethun Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Jump Financial, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
MONTAG & CALDWELL, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q2 2013 | Q2 2013 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2020 | Q3 2020 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Baron Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Mirova US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Parkwood LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2019 | Q3 2019 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2013 | Q3 2013 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Scott & Selber, Inc. | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2013 | Q2 2013 | 1 |
L. Roy Papp & Associates, LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2013 | Q2 2013 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Zions Trust, National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
International Value Advisers | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Bath Savings Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Gerry Farber, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
White Lighthouse Investment Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Forty4 Asset Management LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2013 | Q2 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WealthStone, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2017 | Q1 2017 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Greenline Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2015 | Q1 2015 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Trutina Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
abrdn Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Winslow Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Barton Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2016 | Q4 2016 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2014 | Q3 2014 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 3.69% | 3.69% | 3.69% | Q1 2020 | Q1 2020 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
UNITED BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Apex Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Ethic Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q3 2017 | Q3 2017 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Atwater Malick LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Norman Fields, Gottscho Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2013 | Q1 2013 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Leisure Capital Management | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2020 | Q3 2020 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
SEI TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Perpetual Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2020 | Q2 2020 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own UNILEVER N V or have owned UNILEVER N V in the past.