Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 40 | 4 | 0.00% | 0.10% | 0.57% | Q1 2012 | Q1 2023 | 132 |
HSBC HOLDINGS PLC | 45 | 45 | 0.00% | 0.22% | 1.25% | Q1 2012 | Q1 2023 | 131 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.11% | 0.65% | Q2 2013 | Q1 2023 | 120 |
CITIGROUP INC | 40 | 40 | 0.01% | 0.11% | 0.63% | Q2 2013 | Q1 2023 | 120 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q1 2023 | 116 |
BARCLAYS PLC | 40 | 40 | 0.00% | 0.13% | 1.26% | Q2 2013 | Q1 2023 | 114 |
D. E. Shaw & Co., Inc. | 40 | 40 | 0.00% | 0.05% | 0.36% | Q2 2013 | Q1 2023 | 113 |
Walleye Trading LLC | 40 | 40 | 0.00% | 0.07% | 0.53% | Q2 2013 | Q1 2023 | 104 |
BNP PARIBAS ARBITRAGE, SNC | 40 | 40 | 0.00% | 0.13% | 0.62% | Q2 2013 | Q1 2023 | 101 |
UBS Group AG | 34 | 34 | 0.00% | 0.13% | 0.65% | Q4 2014 | Q1 2023 | 98 |
Jefferies Group LLC | 38 | 38 | 0.00% | 0.08% | 0.38% | Q2 2013 | Q3 2022 | 98 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.04% | 0.22% | Q1 2014 | Q1 2023 | 95 |
Parallax Volatility Advisers, L.P. | 17 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2023 | 94 |
Citadel Advisors | 35 | 4 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q1 2023 | 91 |
CAPITAL FUND MANAGEMENT S.A. | 28 | 11 | 0.00% | 0.13% | 0.72% | Q2 2013 | Q1 2023 | 87 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.35% | 1.65% | Q2 2013 | Q1 2023 | 83 |
CREDIT SUISSE AG/ | 41 | 41 | 0.00% | 0.61% | 2.09% | Q1 2013 | Q1 2023 | 82 |
MILLENNIUM MANAGEMENT LLC | 35 | 4 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q1 2023 | 82 |
Cutler Group LLC / CA | 30 | 30 | 0.00% | 0.04% | 0.52% | Q4 2015 | Q1 2023 | 82 |
DEUTSCHE BANK AG\ | 39 | 39 | 0.00% | 0.24% | 1.01% | Q3 2013 | Q1 2023 | 77 |
Twin Tree Management, LP | 33 | 2 | 0.00% | 0.13% | 0.79% | Q4 2012 | Q1 2023 | 76 |
Paloma Partners Management Co | 20 | 1 | 0.00% | 0.10% | 0.37% | Q2 2013 | Q1 2023 | 73 |
NOMURA HOLDINGS INC | 42 | 42 | 0.00% | 0.05% | 0.46% | Q4 2012 | Q1 2023 | 71 |
WOLVERINE TRADING, LLC | 22 | 1 | 0.00% | 0.09% | 0.25% | Q2 2016 | Q1 2023 | 70 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.32% | 1.28% | Q2 2013 | Q1 2023 | 70 |
Creative Planning | 40 | 40 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2023 | 67 |
CAPSTONE INVESTMENT ADVISORS, LLC | 20 | 1 | 0.00% | 0.20% | 0.90% | Q2 2013 | Q1 2023 | 65 |
TWO SIGMA INVESTMENTS, LP | 12 | 2 | 0.00% | 0.08% | 0.58% | Q2 2013 | Q1 2023 | 63 |
M&T BANK CORP | 40 | 40 | 0.00% | 0.14% | 0.53% | Q2 2013 | Q1 2023 | 61 |
MAI Capital Management | 40 | 40 | 0.00% | 0.53% | 1.20% | Q2 2013 | Q1 2023 | 60 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.05% | 0.45% | Q2 2013 | Q1 2023 | 58 |
GLENMEDE TRUST CO NA | 40 | 2 | 0.03% | 0.41% | 1.15% | Q4 2006 | Q1 2023 | 58 |
TWO SIGMA SECURITIES, LLC | 22 | 4 | 0.00% | 0.12% | 0.58% | Q3 2016 | Q1 2023 | 57 |
HUNTINGTON NATIONAL BANK | 57 | 57 | 0.03% | 0.50% | 1.34% | Q1 2009 | Q1 2023 | 57 |
HighTower Advisors, LLC | 40 | 40 | 0.00% | 0.25% | 0.69% | Q2 2013 | Q1 2023 | 56 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 40 | 40 | 0.01% | 0.11% | 1.15% | Q2 2013 | Q1 2023 | 55 |
Invesco Ltd. | 40 | 40 | 0.00% | 0.30% | 0.97% | Q2 2013 | Q1 2023 | 55 |
CREDIT AGRICOLE S A | 40 | 40 | 0.00% | 0.24% | 0.64% | Q2 2013 | Q1 2023 | 54 |
PEAK6 Investments LLC | 19 | 19 | 0.01% | 0.09% | 0.51% | Q3 2018 | Q1 2023 | 53 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.13% | 0.81% | Q4 2014 | Q1 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 39 | 0.00% | 0.24% | 0.56% | Q2 2013 | Q4 2022 | 52 |
Rehmann Capital Advisory Group | 39 | 13 | 0.08% | 0.22% | 0.35% | Q1 2010 | Q1 2023 | 52 |
Nuveen Asset Management, LLC | 40 | 40 | 0.00% | 0.57% | 1.49% | Q2 2013 | Q1 2023 | 51 |
Sanders Capital, LLC | 50 | 50 | 1.14% | 4.34% | 9.59% | Q4 2010 | Q1 2023 | 50 |
AMALGAMATED BANK | 50 | 50 | 0.32% | 0.69% | 1.29% | Q4 2010 | Q1 2023 | 50 |
MUFG Americas Holdings Corp | 48 | 48 | 0.08% | 0.36% | 0.95% | Q4 2010 | Q3 2022 | 48 |
TUDOR INVESTMENT CORP ET AL | 18 | 1 | 0.01% | 0.12% | 0.82% | Q4 2013 | Q1 2023 | 47 |
SECURIAN ASSET MANAGEMENT, INC | 47 | 47 | 0.21% | 0.49% | 1.17% | Q3 2011 | Q1 2023 | 47 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 47 | 47 | 0.35% | 1.04% | 2.81% | Q3 2011 | Q1 2023 | 47 |
Laurion Capital Management LP | 15 | 1 | 0.00% | 0.28% | 1.22% | Q3 2015 | Q4 2022 | 46 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 46 | 46 | 0.29% | 0.83% | 1.65% | Q4 2011 | Q1 2023 | 46 |
LPL Financial LLC | 40 | 40 | 0.00% | 0.11% | 0.30% | Q2 2013 | Q1 2023 | 46 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.48% | 0.92% | Q2 2013 | Q1 2023 | 45 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.09% | 0.43% | Q2 2013 | Q2 2018 | 45 |
BlackRock Inc. | 40 | 40 | 0.00% | 0.62% | 1.24% | Q2 2013 | Q1 2023 | 45 |
First Horizon Advisors, Inc. | 45 | 45 | 0.01% | 0.07% | 0.18% | Q1 2012 | Q1 2023 | 45 |
PRELUDE CAPITAL MANAGEMENT, LLC | 24 | 2 | 0.00% | 0.15% | 0.52% | Q1 2013 | Q1 2023 | 44 |
Allianz Asset Management GmbH | 40 | 40 | 0.00% | 0.74% | 1.26% | Q2 2013 | Q1 2023 | 44 |
MCF Advisors LLC | 33 | 5 | 0.00% | 0.04% | 0.12% | Q4 2011 | Q1 2023 | 44 |
Daiwa Securities Group Inc. | 40 | 40 | 0.00% | 0.22% | 0.63% | Q2 2013 | Q1 2023 | 43 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.06% | 0.34% | Q4 2013 | Q1 2018 | 43 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.06% | 0.31% | Q2 2013 | Q1 2017 | 43 |
TORONTO DOMINION BANK | 41 | 41 | 0.00% | 0.27% | 0.95% | Q1 2013 | Q1 2023 | 43 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.08% | 0.66% | Q2 2013 | Q1 2023 | 43 |
Mirae Asset Global Investments Co., Ltd. | 40 | 3 | 0.03% | 0.36% | 1.34% | Q4 2011 | Q1 2023 | 43 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.10% | 0.19% | Q4 2012 | Q1 2023 | 42 |
Citizens Business Bank | 42 | 42 | 0.49% | 0.88% | 1.55% | Q4 2012 | Q1 2023 | 42 |
KEYBANK NATIONAL ASSOCIATION/OH | 42 | 42 | 0.02% | 0.17% | 0.68% | Q4 2012 | Q1 2023 | 42 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 40 | 2 | 0.23% | 0.59% | 0.87% | Q2 2010 | Q1 2023 | 42 |
Veritable, L.P. | 42 | 42 | 0.08% | 0.18% | 0.31% | Q4 2012 | Q1 2023 | 42 |
Tortoise Investment Management, LLC | 42 | 42 | 0.00% | 0.21% | 0.37% | Q4 2012 | Q1 2023 | 42 |
Joel Isaacson & Co., LLC | 42 | 42 | 0.01% | 0.12% | 0.21% | Q4 2012 | Q1 2023 | 42 |
USS Investment Management Ltd | 42 | 42 | 0.82% | 1.88% | 3.72% | Q4 2012 | Q1 2023 | 42 |
CLEAR STREET MARKETS LLC | 11 | 3 | 0.00% | 0.14% | 0.73% | Q3 2013 | Q1 2023 | 42 |
MISSION WEALTH MANAGEMENT, LP | 31 | 31 | 0.00% | 0.16% | 0.58% | Q3 2015 | Q1 2023 | 42 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 41 | 41 | 0.64% | 1.93% | 3.38% | Q1 2013 | Q1 2023 | 41 |
TEXAS PERMANENT SCHOOL FUND CORP | 41 | 41 | 0.32% | 0.65% | 1.07% | Q1 2013 | Q1 2023 | 41 |
Capital Analysts, LLC | 41 | 41 | 0.02% | 0.25% | 0.50% | Q1 2013 | Q1 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 41 | 41 | 0.23% | 0.67% | 1.20% | Q1 2013 | Q1 2023 | 41 |
COMMERCE BANK | 41 | 41 | 0.11% | 0.31% | 0.60% | Q1 2013 | Q1 2023 | 41 |
DekaBank Deutsche Girozentrale | 40 | 40 | 0.00% | 0.73% | 1.51% | Q2 2013 | Q1 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 41 | 41 | 0.02% | 0.99% | 2.28% | Q1 2013 | Q1 2023 | 41 |
CIBC WORLD MARKET INC. | 40 | 40 | 0.00% | 0.19% | 0.59% | Q2 2013 | Q1 2023 | 41 |
First Financial Bank - Trust Division | 41 | 41 | 0.14% | 0.22% | 0.29% | Q1 2013 | Q1 2023 | 41 |
BEACH INVESTMENT COUNSEL INC/PA | 41 | 41 | 0.02% | 0.68% | 3.52% | Q1 2013 | Q1 2023 | 41 |
AQR Capital Management | 40 | 1 | 0.14% | 0.55% | 1.06% | Q4 2012 | Q1 2023 | 41 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 41 | 41 | 0.35% | 0.76% | 1.37% | Q1 2013 | Q1 2023 | 41 |
Retirement Systems of Alabama | 41 | 41 | 0.36% | 0.71% | 1.04% | Q1 2013 | Q1 2023 | 41 |
RATIONAL ADVISORS LLC | 18 | 4 | 0.00% | 0.16% | 0.55% | Q2 2011 | Q1 2023 | 41 |
Lido Advisors, LLC | 23 | 3 | 0.00% | 0.23% | 0.68% | Q3 2016 | Q1 2023 | 41 |
PRIVATE TRUST CO NA | 41 | 41 | 0.10% | 0.41% | 0.96% | Q1 2013 | Q1 2023 | 41 |
BRYN MAWR TRUST Co | 41 | 41 | 0.05% | 0.13% | 0.26% | Q1 2013 | Q1 2023 | 41 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 41 | 41 | 1.04% | 1.71% | 2.45% | Q1 2013 | Q1 2023 | 41 |
BANK OF NOVA SCOTIA | 41 | 41 | 0.00% | 0.29% | 0.94% | Q1 2013 | Q1 2023 | 41 |
BAR HARBOR WEALTH MANAGEMENT | 41 | 41 | 0.16% | 0.25% | 0.55% | Q1 2013 | Q1 2023 | 41 |
SEGALL BRYANT & HAMILL, LLC | 41 | 41 | 0.11% | 0.79% | 1.49% | Q1 2013 | Q1 2023 | 41 |
BROWN BROTHERS HARRIMAN & CO | 41 | 41 | 0.00% | 0.03% | 0.16% | Q1 2013 | Q1 2023 | 41 |
Cetera Advisors LLC | 40 | 40 | 0.00% | 0.18% | 0.35% | Q2 2013 | Q1 2023 | 41 |
EAGLE ASSET MANAGEMENT INC | 40 | 40 | 0.01% | 0.19% | 0.90% | Q2 2013 | Q1 2023 | 40 |
GRIMES & COMPANY, INC. | 40 | 40 | 0.45% | 0.77% | 1.39% | Q2 2013 | Q1 2023 | 40 |
Acropolis Investment Management, LLC | 40 | 40 | 0.18% | 0.51% | 0.65% | Q2 2013 | Q1 2023 | 40 |
ASSOCIATED BANC-CORP | 40 | 40 | 0.70% | 1.12% | 1.49% | Q2 2013 | Q1 2023 | 40 |
Maj Invest Holding A/S | 38 | 2 | 0.00% | 5.77% | 7.97% | Q1 2013 | Q1 2023 | 40 |
BURNEY CO/ | 40 | 40 | 1.10% | 1.54% | 2.17% | Q2 2013 | Q1 2023 | 40 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 34 | 34 | 0.00% | 1.71% | 4.12% | Q4 2014 | Q1 2023 | 40 |
Moors & Cabot, Inc. | 37 | 37 | 0.00% | 0.21% | 0.58% | Q1 2014 | Q1 2023 | 40 |
Cubist Systematic Strategies, LLC | 26 | 9 | 0.01% | 0.13% | 0.67% | Q2 2014 | Q1 2023 | 40 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 40 | 40 | 0.04% | 0.32% | 0.69% | Q2 2013 | Q1 2023 | 40 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 40 | 40 | 0.38% | 0.76% | 1.35% | Q2 2013 | Q1 2023 | 40 |
NATIXIS ADVISORS, L.P. | 40 | 40 | 0.27% | 0.73% | 1.06% | Q2 2013 | Q1 2023 | 40 |
NISA INVESTMENT ADVISORS, LLC | 40 | 40 | 0.54% | 0.87% | 1.42% | Q2 2013 | Q1 2023 | 40 |
DUNCKER STREETT & CO INC | 40 | 40 | 0.04% | 0.50% | 1.55% | Q2 2013 | Q1 2023 | 40 |
BALDWIN BROTHERS LLC/MA | 40 | 40 | 0.03% | 0.17% | 0.49% | Q2 2013 | Q1 2023 | 40 |
CIBC Asset Management Inc | 40 | 40 | 0.06% | 0.23% | 0.90% | Q2 2013 | Q1 2023 | 40 |
ENTERPRISE FINANCIAL SERVICES CORP | 40 | 40 | 0.08% | 0.22% | 1.16% | Q2 2013 | Q1 2023 | 40 |
STATE STREET CORP | 40 | 40 | 0.40% | 0.80% | 1.47% | Q2 2013 | Q1 2023 | 40 |
MARTINGALE ASSET MANAGEMENT L P | 40 | 40 | 0.01% | 0.67% | 1.32% | Q2 2013 | Q1 2023 | 40 |
VANGUARD GROUP INC | 40 | 40 | 0.23% | 0.65% | 1.23% | Q2 2013 | Q1 2023 | 40 |
Swiss National Bank | 40 | 40 | 0.31% | 0.83% | 1.47% | Q2 2013 | Q1 2023 | 40 |
FUKOKU MUTUAL LIFE INSURANCE Co | 40 | 40 | 0.07% | 0.15% | 0.37% | Q2 2013 | Q1 2023 | 40 |
Carlson Capital Management | 40 | 40 | 0.83% | 1.55% | 2.20% | Q2 2013 | Q1 2023 | 40 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 40 | 40 | 2.03% | 4.37% | 7.97% | Q2 2013 | Q1 2023 | 40 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 40 | 40 | 0.06% | 0.28% | 0.88% | Q2 2013 | Q1 2023 | 40 |
EADS & HEALD WEALTH MANAGEMENT | 40 | 40 | 0.54% | 0.86% | 1.81% | Q2 2013 | Q1 2023 | 40 |
DAVIS SELECTED ADVISERS | 40 | 40 | 0.05% | 1.32% | 3.75% | Q2 2013 | Q1 2023 | 40 |
DUBUQUE BANK & TRUST CO | 40 | 40 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q1 2023 | 40 |
UMB Bank, n.a. | 40 | 40 | 0.58% | 1.06% | 1.41% | Q2 2013 | Q1 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.37% | 0.72% | 1.53% | Q2 2013 | Q1 2023 | 40 |
COMMUNITY TRUST & INVESTMENT CO | 40 | 40 | 1.91% | 2.75% | 3.90% | Q2 2013 | Q1 2023 | 40 |
Addenda Capital Inc. | 40 | 40 | 0.03% | 0.43% | 0.76% | Q2 2013 | Q1 2023 | 40 |
JNBA Financial Advisors | 40 | 40 | 0.05% | 0.18% | 0.40% | Q2 2013 | Q1 2023 | 40 |
Covington Investment Advisors Inc. | 40 | 40 | 0.44% | 1.63% | 2.68% | Q2 2013 | Q1 2023 | 40 |
LSV ASSET MANAGEMENT | 40 | 40 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q1 2023 | 40 |
Financial Management Professionals, Inc. | 40 | 40 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q1 2023 | 40 |
LVM CAPITAL MANAGEMENT LTD/MI | 40 | 40 | 0.07% | 0.19% | 0.25% | Q2 2013 | Q1 2023 | 40 |
BOSTON FINANCIAL MANGEMENT LLC | 40 | 40 | 0.20% | 0.74% | 1.97% | Q2 2013 | Q1 2023 | 40 |
FDx Advisors, Inc. | 40 | 40 | 0.06% | 0.62% | 2.09% | Q2 2013 | Q1 2023 | 40 |
BESSEMER GROUP INC | 40 | 40 | 0.01% | 0.93% | 2.40% | Q2 2013 | Q1 2023 | 40 |
INVESTMENT HOUSE LLC | 40 | 40 | 0.14% | 0.25% | 0.47% | Q2 2013 | Q1 2023 | 40 |
ADIRONDACK TRUST CO | 40 | 40 | 0.02% | 0.25% | 0.83% | Q2 2013 | Q1 2023 | 40 |
Utah Retirement Systems | 40 | 40 | 0.40% | 0.80% | 1.41% | Q2 2013 | Q1 2023 | 40 |
NOMURA ASSET MANAGEMENT CO LTD | 40 | 40 | 0.46% | 0.88% | 1.55% | Q2 2013 | Q1 2023 | 40 |
NewSquare Capital LLC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 40 |
TD ASSET MANAGEMENT INC | 40 | 40 | 0.27% | 0.78% | 1.95% | Q2 2013 | Q1 2023 | 40 |
FEDERATED HERMES, INC. | 40 | 40 | 0.04% | 0.13% | 0.30% | Q2 2013 | Q1 2023 | 40 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 40 | 40 | 0.12% | 0.67% | 1.86% | Q2 2013 | Q1 2023 | 40 |
GARRISON BRADFORD & ASSOCIATES INC | 40 | 40 | 8.16% | 18.83% | 31.92% | Q2 2013 | Q1 2023 | 40 |
Palouse Capital Management, Inc. | 40 | 40 | 0.62% | 1.49% | 5.06% | Q2 2013 | Q1 2023 | 40 |
NORTH STAR ASSET MANAGEMENT INC | 40 | 40 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q1 2023 | 40 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 40 | 40 | 0.14% | 0.42% | 0.73% | Q2 2013 | Q1 2023 | 40 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 40 | 40 | 1.81% | 3.21% | 4.66% | Q2 2013 | Q1 2023 | 40 |
TWIN CAPITAL MANAGEMENT INC | 40 | 40 | 0.28% | 1.08% | 1.91% | Q2 2013 | Q1 2023 | 40 |
Gradient Investments LLC | 40 | 40 | 0.00% | 0.24% | 1.00% | Q2 2013 | Q1 2023 | 40 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 40 | 40 | 0.05% | 0.85% | 2.44% | Q2 2013 | Q1 2023 | 40 |
HARTFORD INVESTMENT MANAGEMENT CO | 40 | 40 | 0.45% | 0.87% | 1.57% | Q2 2013 | Q1 2023 | 40 |
Kistler-Tiffany Companies, LLC | 40 | 40 | 0.06% | 0.29% | 0.50% | Q2 2013 | Q1 2023 | 40 |
Copeland Capital Management, LLC | 40 | 40 | 0.17% | 0.57% | 2.02% | Q2 2013 | Q1 2023 | 40 |
Veritas Asset Management LLP | 40 | 40 | 4.55% | 6.39% | 8.60% | Q2 2013 | Q1 2023 | 40 |
TRUIST FINANCIAL CORP | 40 | 40 | 0.20% | 0.55% | 0.91% | Q2 2013 | Q1 2023 | 40 |
Triangle Securities Wealth Management | 40 | 40 | 0.64% | 0.84% | 1.14% | Q2 2013 | Q1 2023 | 40 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 40 | 40 | 0.22% | 0.49% | 0.93% | Q2 2013 | Q1 2023 | 40 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 40 | 40 | 0.44% | 0.85% | 1.62% | Q2 2013 | Q1 2023 | 40 |
VOYA INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.16% | 0.81% | 1.51% | Q2 2013 | Q1 2023 | 40 |
Asset Management One Co., Ltd. | 40 | 40 | 0.14% | 0.61% | 1.22% | Q2 2013 | Q1 2023 | 40 |
MAIRS & POWER INC | 40 | 40 | 0.02% | 1.83% | 5.10% | Q2 2013 | Q1 2023 | 40 |
TODD ASSET MANAGEMENT LLC | 40 | 40 | 0.74% | 1.38% | 2.11% | Q2 2013 | Q1 2023 | 40 |
FineMark National Bank & Trust | 40 | 40 | 0.10% | 0.48% | 0.95% | Q2 2013 | Q1 2023 | 40 |
MACKENZIE FINANCIAL CORP | 40 | 40 | 0.00% | 0.18% | 0.64% | Q2 2013 | Q1 2023 | 40 |
Atria Investments, Inc | 40 | 40 | 0.07% | 0.33% | 0.93% | Q2 2013 | Q1 2023 | 40 |
TORRAY INVESTMENT PARTNERS LLC | 40 | 40 | 0.03% | 1.51% | 2.68% | Q2 2013 | Q1 2023 | 40 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 40 | 40 | 0.37% | 0.66% | 1.12% | Q2 2013 | Q1 2023 | 40 |
D.A. DAVIDSON & CO. | 40 | 40 | 0.09% | 0.24% | 0.34% | Q2 2013 | Q1 2023 | 40 |
PineBridge Investments, L.P. | 40 | 40 | 0.00% | 0.54% | 1.68% | Q2 2013 | Q1 2023 | 40 |
EAGLE CAPITAL MANAGEMENT LLC | 40 | 40 | 2.85% | 4.25% | 6.70% | Q2 2013 | Q1 2023 | 40 |
COLONY GROUP LLC | 40 | 40 | 0.85% | 1.57% | 2.80% | Q2 2013 | Q1 2023 | 40 |
GABELLI FUNDS LLC | 40 | 40 | 0.12% | 0.29% | 0.55% | Q2 2013 | Q1 2023 | 40 |
AFFINITY INVESTMENT ADVISORS, LLC | 40 | 40 | 0.03% | 1.54% | 3.11% | Q2 2013 | Q1 2023 | 40 |
BNP Paribas Asset Management Holding S.A. | 40 | 40 | 0.13% | 1.06% | 1.98% | Q2 2013 | Q1 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 40 | 40 | 0.00% | 0.07% | 0.38% | Q2 2013 | Q1 2023 | 40 |
GUARDIAN CAPITAL ADVISORS LP | 40 | 40 | 0.34% | 0.56% | 1.10% | Q2 2013 | Q1 2023 | 40 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 40 | 40 | 0.15% | 0.34% | 0.75% | Q2 2013 | Q1 2023 | 40 |
SHUFRO ROSE & CO LLC | 40 | 40 | 0.48% | 1.49% | 2.08% | Q2 2013 | Q1 2023 | 40 |
SIGMA INVESTMENT COUNSELORS INC | 40 | 40 | 0.47% | 0.70% | 0.90% | Q2 2013 | Q1 2023 | 40 |
STERLING INVESTMENT MANAGEMENT, LLC | 40 | 40 | 0.68% | 1.63% | 3.03% | Q2 2013 | Q1 2023 | 40 |
Cohen Capital Management, Inc. | 40 | 40 | 2.03% | 3.67% | 5.69% | Q2 2013 | Q1 2023 | 40 |
WRIGHT INVESTORS SERVICE INC | 40 | 40 | 0.16% | 1.53% | 2.69% | Q2 2013 | Q1 2023 | 40 |
Wellington Shields Capital Management, LLC | 40 | 40 | 0.03% | 0.20% | 0.47% | Q2 2013 | Q1 2023 | 40 |
Fiera Capital Corp | 40 | 40 | 0.19% | 1.13% | 3.45% | Q2 2013 | Q1 2023 | 40 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 40 | 40 | 0.67% | 2.44% | 4.24% | Q2 2013 | Q1 2023 | 40 |
ADVISORY RESEARCH INC | 40 | 40 | 0.05% | 0.80% | 2.64% | Q2 2013 | Q1 2023 | 40 |
Norinchukin Bank, The | 40 | 40 | 0.23% | 0.66% | 1.31% | Q2 2013 | Q1 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 40 | 40 | 0.26% | 0.97% | 1.99% | Q2 2013 | Q1 2023 | 40 |
BLAIR WILLIAM & CO/IL | 40 | 40 | 0.00% | 0.31% | 0.84% | Q2 2013 | Q1 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 40 | 40 | 1.08% | 1.79% | 2.74% | Q2 2013 | Q1 2023 | 40 |
THOMPSON SIEGEL & WALMSLEY LLC | 40 | 40 | 0.01% | 0.02% | 0.17% | Q2 2013 | Q1 2023 | 40 |
RAYMOND JAMES TRUST N.A. | 40 | 40 | 0.29% | 0.78% | 1.25% | Q2 2013 | Q1 2023 | 40 |
Meiji Yasuda Asset Management Co Ltd. | 40 | 40 | 0.82% | 1.25% | 2.46% | Q2 2013 | Q1 2023 | 40 |
BARINGS LLC | 40 | 40 | 0.12% | 0.26% | 0.57% | Q2 2013 | Q1 2023 | 40 |
FIRST CITIZENS BANK & TRUST CO | 40 | 40 | 0.18% | 0.71% | 1.20% | Q2 2013 | Q1 2023 | 40 |
THOMAS WHITE INTERNATIONAL LTD | 40 | 40 | 0.18% | 0.28% | 0.46% | Q2 2013 | Q1 2023 | 40 |
MOODY NATIONAL BANK TRUST DIVISION | 40 | 40 | 0.05% | 0.36% | 0.94% | Q2 2013 | Q1 2023 | 40 |
Van Cleef Asset Management,Inc | 40 | 40 | 0.39% | 0.51% | 0.73% | Q2 2013 | Q1 2023 | 40 |
Savant Capital, LLC | 40 | 40 | 0.11% | 0.17% | 0.27% | Q2 2013 | Q1 2023 | 40 |
Evercore Wealth Management, LLC | 40 | 40 | 1.34% | 2.73% | 4.01% | Q2 2013 | Q1 2023 | 40 |
Johnson Financial Group, Inc. | 40 | 40 | 0.08% | 0.34% | 0.68% | Q2 2013 | Q1 2023 | 40 |
AXA S.A. | 40 | 40 | 0.38% | 0.85% | 1.54% | Q2 2013 | Q1 2023 | 40 |
Roundview Capital LLC | 40 | 40 | 0.35% | 0.70% | 1.36% | Q2 2013 | Q1 2023 | 40 |
Sumitomo Mitsui Trust Holdings, Inc. | 40 | 40 | 0.42% | 0.81% | 1.30% | Q2 2013 | Q1 2023 | 40 |
NBT BANK N A /NY | 40 | 40 | 0.54% | 0.69% | 0.98% | Q2 2013 | Q1 2023 | 40 |
BURKE & HERBERT BANK & TRUST CO | 40 | 40 | 0.27% | 0.36% | 0.45% | Q2 2013 | Q1 2023 | 40 |
MU Investments Co., Ltd. | 40 | 40 | 0.10% | 2.73% | 5.50% | Q2 2013 | Q1 2023 | 40 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 40 | 40 | 0.05% | 0.98% | 1.67% | Q2 2013 | Q1 2023 | 40 |
PGGM Investments | 37 | 3 | 0.35% | 0.83% | 1.24% | Q1 2013 | Q1 2023 | 40 |
YHB Investment Advisors, Inc. | 40 | 40 | 0.53% | 1.18% | 1.92% | Q2 2013 | Q1 2023 | 40 |
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | 40 | 0.42% | 1.02% | 1.86% | Q2 2013 | Q1 2023 | 40 |
Neuberger Berman Group LLC | 40 | 40 | 0.04% | 0.27% | 0.60% | Q2 2013 | Q1 2023 | 40 |
AUXIER ASSET MANAGEMENT | 40 | 40 | 2.01% | 4.50% | 7.96% | Q2 2013 | Q1 2023 | 40 |
CONGRESS ASSET MANAGEMENT CO /MA | 40 | 40 | 0.08% | 1.23% | 1.83% | Q2 2013 | Q1 2023 | 40 |
JENSEN INVESTMENT MANAGEMENT INC | 40 | 40 | 0.01% | 3.65% | 5.78% | Q2 2013 | Q1 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISERS, LLC | 40 | 40 | 0.04% | 0.15% | 0.42% | Q2 2013 | Q1 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 40 | 40 | 0.10% | 0.44% | 0.83% | Q2 2013 | Q1 2023 | 40 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 40 | 40 | 0.28% | 0.81% | 1.98% | Q2 2013 | Q1 2023 | 40 |
Mitsubishi UFJ Trust & Banking Corp | 40 | 40 | 0.41% | 0.68% | 1.00% | Q2 2013 | Q1 2023 | 40 |
Chevy Chase Trust Holdings, LLC | 40 | 40 | 0.27% | 0.94% | 1.81% | Q2 2013 | Q1 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.15% | 0.39% | 0.95% | Q2 2013 | Q1 2023 | 40 |
KCM INVESTMENT ADVISORS LLC | 40 | 40 | 0.07% | 0.18% | 0.46% | Q2 2013 | Q1 2023 | 40 |
Narwhal Capital Management | 40 | 40 | 0.66% | 1.60% | 3.04% | Q2 2013 | Q1 2023 | 40 |
ALLIANCEBERNSTEIN L.P. | 40 | 40 | 0.35% | 1.35% | 2.50% | Q2 2013 | Q1 2023 | 40 |
Sandy Spring Bank | 40 | 40 | 0.01% | 0.23% | 0.44% | Q2 2013 | Q1 2023 | 40 |
DELTA CAPITAL MANAGEMENT LLC | 40 | 40 | 2.07% | 3.02% | 4.58% | Q2 2013 | Q1 2023 | 40 |
Convergence Investment Partners, LLC | 40 | 40 | 0.03% | 0.43% | 0.79% | Q2 2013 | Q1 2023 | 40 |
RIVERBRIDGE PARTNERS LLC | 40 | 40 | 0.01% | 0.71% | 1.43% | Q2 2013 | Q1 2023 | 40 |
SIGNATUREFD, LLC | 40 | 40 | 0.02% | 0.15% | 0.33% | Q2 2013 | Q1 2023 | 40 |
LS Investment Advisors, LLC | 40 | 40 | 0.07% | 0.33% | 1.38% | Q2 2013 | Q1 2023 | 40 |
GATEWAY INVESTMENT ADVISERS LLC | 40 | 40 | 0.56% | 1.10% | 1.92% | Q2 2013 | Q1 2023 | 40 |
PINNACLE FINANCIAL PARTNERS INC | 40 | 40 | 0.93% | 1.47% | 3.46% | Q2 2013 | Q1 2023 | 40 |
RHUMBLINE ADVISERS | 40 | 40 | 0.41% | 0.70% | 1.16% | Q2 2013 | Q1 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.19% | 0.76% | 1.63% | Q2 2013 | Q1 2023 | 40 |
FACTORY MUTUAL INSURANCE CO | 40 | 40 | 0.27% | 1.04% | 2.11% | Q2 2013 | Q1 2023 | 40 |
SYNOVUS FINANCIAL CORP | 40 | 40 | 0.09% | 0.23% | 0.41% | Q2 2013 | Q1 2023 | 40 |
SSI INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.03% | 0.07% | 0.19% | Q2 2013 | Q1 2023 | 40 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 40 | 40 | 0.33% | 0.61% | 0.94% | Q2 2013 | Q1 2023 | 40 |
TRILLIUM ASSET MANAGEMENT, LLC | 40 | 40 | 0.02% | 0.28% | 1.30% | Q2 2013 | Q1 2023 | 40 |
AMI INVESTMENT MANAGEMENT INC | 40 | 40 | 0.50% | 1.52% | 3.70% | Q2 2013 | Q1 2023 | 40 |
Eagle Ridge Investment Management | 40 | 40 | 2.15% | 3.56% | 5.92% | Q2 2013 | Q1 2023 | 40 |
FIRST TRUST ADVISORS LP | 40 | 40 | 0.05% | 0.20% | 0.52% | Q2 2013 | Q1 2023 | 40 |
PRINCIPAL FINANCIAL GROUP INC | 40 | 40 | 0.16% | 0.36% | 0.67% | Q2 2013 | Q1 2023 | 40 |
EASTERN BANK | 40 | 40 | 0.05% | 0.75% | 2.06% | Q2 2013 | Q1 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 40 | 40 | 0.01% | 0.21% | 0.80% | Q2 2013 | Q1 2023 | 40 |
SHELTON CAPITAL MANAGEMENT | 40 | 40 | 0.03% | 0.21% | 0.89% | Q2 2013 | Q1 2023 | 40 |
DUPONT CAPITAL MANAGEMENT CORP | 40 | 40 | 0.03% | 0.58% | 1.34% | Q2 2013 | Q1 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.57% | 0.86% | 1.62% | Q2 2013 | Q1 2023 | 40 |
PROFUND ADVISORS LLC | 40 | 40 | 0.19% | 0.39% | 0.69% | Q2 2013 | Q1 2023 | 40 |
FULTON BANK, N.A. | 40 | 40 | 0.04% | 0.16% | 0.37% | Q2 2013 | Q1 2023 | 40 |
DODGE & COX | 40 | 40 | 0.08% | 1.43% | 2.28% | Q2 2013 | Q1 2023 | 40 |
PANAGORA ASSET MANAGEMENT INC | 40 | 40 | 0.05% | 0.67% | 1.57% | Q2 2013 | Q1 2023 | 40 |
MERITAGE PORTFOLIO MANAGEMENT | 40 | 40 | 0.30% | 0.53% | 0.72% | Q2 2013 | Q1 2023 | 40 |
Korea Investment CORP | 40 | 40 | 0.25% | 0.94% | 1.62% | Q2 2013 | Q1 2023 | 40 |
Greenwich Wealth Management LLC | 40 | 40 | 0.44% | 1.05% | 2.21% | Q2 2013 | Q1 2023 | 40 |
GAM Holding AG | 40 | 40 | 0.14% | 0.55% | 1.46% | Q2 2013 | Q1 2023 | 40 |
MONETARY MANAGEMENT GROUP INC | 40 | 40 | 0.42% | 1.51% | 2.48% | Q2 2013 | Q1 2023 | 40 |
APG Asset Management N.V. | 40 | 40 | 0.18% | 0.44% | 1.28% | Q2 2013 | Q1 2023 | 40 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 40 | 40 | 0.17% | 2.82% | 4.04% | Q2 2013 | Q1 2023 | 40 |
Palisade Asset Management, LLC | 40 | 40 | 0.96% | 1.88% | 3.38% | Q2 2013 | Q1 2023 | 40 |
WOODMONT INVESTMENT COUNSEL LLC | 40 | 40 | 0.62% | 0.81% | 1.02% | Q2 2013 | Q1 2023 | 40 |
Strategic Financial Services, Inc, | 40 | 40 | 0.24% | 0.78% | 1.22% | Q2 2013 | Q1 2023 | 40 |
LOWE BROCKENBROUGH & CO INC | 40 | 40 | 0.60% | 1.11% | 1.62% | Q2 2013 | Q1 2023 | 40 |
TRUST CO OF VERMONT | 40 | 40 | 0.05% | 0.22% | 0.57% | Q2 2013 | Q1 2023 | 40 |
COOKE & BIELER LP | 40 | 40 | 0.03% | 1.26% | 2.41% | Q2 2013 | Q1 2023 | 40 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 40 | 40 | 0.34% | 0.76% | 1.32% | Q2 2013 | Q1 2023 | 40 |
RBF Capital, LLC | 40 | 40 | 0.94% | 1.44% | 2.34% | Q2 2013 | Q1 2023 | 40 |
KING LUTHER CAPITAL MANAGEMENT CORP | 40 | 40 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2023 | 40 |
TRUST CO OF VIRGINIA /VA | 40 | 40 | 0.75% | 1.87% | 3.01% | Q2 2013 | Q1 2023 | 40 |
Busey Wealth Management | 40 | 40 | 0.21% | 0.64% | 1.57% | Q2 2013 | Q1 2023 | 40 |
LOOMIS SAYLES & CO L P | 40 | 40 | 0.24% | 0.41% | 0.59% | Q2 2013 | Q1 2023 | 40 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 40 | 40 | 0.38% | 1.04% | 2.56% | Q2 2013 | Q1 2023 | 40 |
PRUDENTIAL FINANCIAL INC | 40 | 40 | 0.28% | 0.74% | 1.36% | Q2 2013 | Q1 2023 | 40 |
WHITTIER TRUST CO | 40 | 40 | 0.22% | 0.49% | 0.90% | Q2 2013 | Q1 2023 | 40 |
Focused Investors LLC | 40 | 40 | 2.94% | 5.32% | 8.36% | Q2 2013 | Q1 2023 | 40 |
AVIVA PLC | 40 | 40 | 0.28% | 1.00% | 1.91% | Q2 2013 | Q1 2023 | 40 |
Spears Abacus Advisors LLC | 40 | 40 | 0.14% | 0.31% | 0.82% | Q2 2013 | Q1 2023 | 40 |
PROVIDENT TRUST CO | 40 | 40 | 2.84% | 8.06% | 15.67% | Q2 2013 | Q1 2023 | 40 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 40 | 40 | 0.42% | 0.83% | 1.44% | Q2 2013 | Q1 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 40 | 40 | 0.11% | 0.18% | 0.45% | Q2 2013 | Q1 2023 | 40 |
WEDBUSH SECURITIES INC | 40 | 40 | 0.04% | 0.41% | 0.82% | Q2 2013 | Q1 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 40 | 40 | 0.11% | 0.51% | 1.30% | Q2 2013 | Q1 2023 | 40 |
Meiji Yasuda Life Insurance Co | 40 | 40 | 0.12% | 0.61% | 1.19% | Q2 2013 | Q1 2023 | 40 |
PITCAIRN CO | 40 | 40 | 0.08% | 0.30% | 0.72% | Q2 2013 | Q1 2023 | 40 |
FMR LLC | 40 | 40 | 0.54% | 1.42% | 2.65% | Q2 2013 | Q1 2023 | 40 |
Plante Moran Financial Advisors, LLC | 40 | 40 | 0.03% | 0.16% | 0.26% | Q2 2013 | Q1 2023 | 40 |
Cubic Asset Management, LLC | 40 | 40 | 1.10% | 1.77% | 2.32% | Q2 2013 | Q1 2023 | 40 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 40 | 40 | 0.57% | 1.10% | 2.41% | Q2 2013 | Q1 2023 | 40 |
WASHINGTON TRUST BANK | 40 | 40 | 0.57% | 1.32% | 2.16% | Q2 2013 | Q1 2023 | 40 |
UBS ASSET MANAGEMENT AMERICAS INC | 40 | 40 | 0.43% | 0.83% | 1.43% | Q2 2013 | Q1 2023 | 40 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 40 | 40 | 0.07% | 0.22% | 0.44% | Q2 2013 | Q1 2023 | 40 |
Capital World Investors | 40 | 40 | 0.80% | 2.07% | 3.77% | Q2 2013 | Q1 2023 | 40 |
Capital Research Global Investors | 40 | 40 | 0.80% | 1.59% | 3.10% | Q2 2013 | Q1 2023 | 40 |
FOSTER & MOTLEY INC | 40 | 40 | 0.05% | 0.29% | 0.53% | Q2 2013 | Q1 2023 | 40 |
PUTNAM INVESTMENTS LLC | 40 | 40 | 0.13% | 0.78% | 1.76% | Q2 2013 | Q1 2023 | 40 |
Chesley Taft & Associates LLC | 40 | 40 | 0.21% | 0.74% | 1.87% | Q2 2013 | Q1 2023 | 40 |
PIONEER TRUST BANK N A/OR | 40 | 40 | 1.80% | 3.37% | 4.75% | Q2 2013 | Q1 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.09% | 0.19% | 0.39% | Q2 2013 | Q1 2023 | 40 |
Robeco Institutional Asset Management B.V. | 40 | 40 | 0.29% | 0.72% | 1.71% | Q2 2013 | Q1 2023 | 40 |
FRED ALGER MANAGEMENT, LLC | 40 | 40 | 0.00% | 1.45% | 3.61% | Q2 2013 | Q1 2023 | 40 |
Robeco Schweiz AG | 40 | 40 | 0.24% | 0.79% | 1.32% | Q2 2013 | Q1 2023 | 40 |
MACQUARIE GROUP LTD | 40 | 40 | 0.09% | 0.32% | 0.99% | Q2 2013 | Q1 2023 | 40 |
Ninety One UK Ltd | 40 | 40 | 0.97% | 1.58% | 2.11% | Q2 2013 | Q1 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 40 | 40 | 0.14% | 0.31% | 0.50% | Q2 2013 | Q1 2023 | 40 |
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 40 | 40 | 0.02% | 0.52% | 1.22% | Q2 2013 | Q1 2023 | 40 |
FIDUCIARY TRUST CO | 40 | 40 | 0.02% | 0.32% | 0.72% | Q2 2013 | Q1 2023 | 40 |
Financial Architects, Inc | 25 | 3 | 0.00% | 0.05% | 0.11% | Q2 2014 | Q1 2023 | 40 |
FIFTH THIRD BANCORP | 40 | 40 | 0.10% | 0.70% | 1.55% | Q2 2013 | Q1 2023 | 40 |
Pinnacle Holdings, LLC | 40 | 40 | 0.27% | 1.50% | 3.10% | Q2 2013 | Q1 2023 | 40 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 40 | 40 | 0.40% | 1.20% | 2.91% | Q2 2013 | Q1 2023 | 40 |
KBC Group NV | 40 | 40 | 0.26% | 0.94% | 2.09% | Q2 2013 | Q1 2023 | 40 |
FIRST AMERICAN TRUST, FSB | 40 | 40 | 0.06% | 0.75% | 2.10% | Q2 2013 | Q1 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.27% | 0.68% | 1.11% | Q2 2013 | Q1 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 40 | 40 | 0.00% | 0.15% | 0.43% | Q2 2013 | Q1 2023 | 40 |
LEUTHOLD GROUP, LLC | 40 | 40 | 0.69% | 1.34% | 2.08% | Q2 2013 | Q1 2023 | 40 |
STATE OF WISCONSIN INVESTMENT BOARD | 40 | 40 | 0.42% | 0.71% | 0.99% | Q2 2013 | Q1 2023 | 40 |
FIRST NATIONAL BANK OF OMAHA | 40 | 40 | 0.03% | 0.22% | 0.73% | Q2 2013 | Q1 2023 | 40 |
FRANKLIN RESOURCES INC | 40 | 40 | 0.02% | 0.33% | 1.31% | Q2 2013 | Q1 2023 | 40 |
GHP Investment Advisors, Inc. | 40 | 40 | 0.14% | 0.35% | 0.61% | Q2 2013 | Q1 2023 | 40 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 40 | 40 | 0.08% | 0.73% | 1.90% | Q2 2013 | Q1 2023 | 40 |
Employees Retirement System of Texas | 40 | 40 | 0.26% | 0.72% | 1.29% | Q2 2013 | Q1 2023 | 40 |
CULLEN/FROST BANKERS, INC. | 40 | 40 | 0.02% | 0.50% | 1.25% | Q2 2013 | Q1 2023 | 40 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 40 | 40 | 0.15% | 0.51% | 1.67% | Q2 2013 | Q1 2023 | 40 |
Callahan Advisors, LLC | 40 | 40 | 0.93% | 2.28% | 3.46% | Q2 2013 | Q1 2023 | 40 |
LAZARD ASSET MANAGEMENT LLC | 40 | 40 | 0.03% | 0.39% | 1.05% | Q2 2013 | Q1 2023 | 40 |
Manchester Capital Management LLC | 40 | 40 | 0.11% | 0.31% | 0.65% | Q2 2013 | Q1 2023 | 40 |
SHELL ASSET MANAGEMENT CO | 40 | 40 | 0.36% | 0.67% | 1.38% | Q2 2013 | Q1 2023 | 40 |
CENTRAL TRUST Co | 40 | 40 | 0.42% | 0.92% | 1.32% | Q2 2013 | Q1 2023 | 40 |
Bank of New York Mellon Corp | 40 | 40 | 0.22% | 0.60% | 1.14% | Q2 2013 | Q1 2023 | 40 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.39% | 0.72% | 1.27% | Q2 2013 | Q1 2023 | 40 |
AMERICAN INTERNATIONAL GROUP, INC. | 40 | 40 | 0.16% | 0.36% | 0.92% | Q2 2013 | Q1 2023 | 40 |
NORDEA INVESTMENT MANAGEMENT AB | 40 | 40 | 0.47% | 1.25% | 2.67% | Q2 2013 | Q1 2023 | 40 |
Haverford Trust Co | 40 | 40 | 1.20% | 2.38% | 3.33% | Q2 2013 | Q1 2023 | 40 |
JENNISON ASSOCIATES LLC | 40 | 40 | 0.02% | 0.64% | 2.52% | Q2 2013 | Q1 2023 | 40 |
ClariVest Asset Management LLC | 40 | 40 | 0.00% | 1.56% | 2.49% | Q2 2013 | Q1 2023 | 40 |
Boston Partners | 40 | 40 | 0.10% | 0.66% | 1.44% | Q2 2013 | Q1 2023 | 40 |
Dorsey & Whitney Trust CO LLC | 40 | 40 | 0.07% | 0.75% | 1.76% | Q2 2013 | Q1 2023 | 40 |
NEVILLE RODIE & SHAW INC | 40 | 40 | 0.12% | 0.64% | 1.72% | Q2 2013 | Q1 2023 | 40 |
Ifrah Financial Services, Inc. | 40 | 40 | 0.39% | 0.53% | 0.70% | Q2 2013 | Q1 2023 | 40 |
FARMERS & MERCHANTS INVESTMENTS INC | 40 | 40 | 0.72% | 1.01% | 1.50% | Q2 2013 | Q1 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.11% | 0.33% | 0.68% | Q2 2013 | Q1 2023 | 40 |
WHITTIER TRUST CO OF NEVADA INC | 40 | 40 | 0.18% | 0.45% | 0.90% | Q2 2013 | Q1 2023 | 40 |
MONTAG A & ASSOCIATES INC | 40 | 40 | 0.07% | 0.41% | 0.84% | Q2 2013 | Q1 2023 | 40 |
FIRST FINANCIAL CORP /IN/ | 40 | 40 | 0.24% | 0.36% | 0.67% | Q2 2013 | Q1 2023 | 40 |
ARROW FINANCIAL CORP | 40 | 40 | 0.37% | 0.74% | 1.14% | Q2 2013 | Q1 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.18% | 0.70% | 1.59% | Q2 2013 | Q1 2023 | 40 |
AMERICAN NATIONAL BANK | 40 | 40 | 0.28% | 1.75% | 3.83% | Q2 2013 | Q1 2023 | 40 |
JANUS HENDERSON GROUP PLC | 40 | 40 | 0.12% | 0.65% | 2.15% | Q2 2013 | Q1 2023 | 40 |
Hillsdale Investment Management Inc. | 40 | 40 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q1 2023 | 40 |
Baker Ellis Asset Management LLC | 40 | 40 | 0.06% | 0.11% | 0.13% | Q2 2013 | Q1 2023 | 40 |
FIRST MANHATTAN CO. LLC. | 40 | 40 | 0.20% | 0.99% | 3.30% | Q2 2013 | Q1 2023 | 40 |
METROPOLITAN LIFE INSURANCE CO/NY | 40 | 40 | 0.32% | 0.72% | 1.39% | Q2 2013 | Q1 2023 | 40 |
FIRST NATIONAL TRUST CO | 40 | 40 | 0.12% | 0.78% | 1.65% | Q2 2013 | Q1 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.36% | 0.66% | 1.19% | Q2 2013 | Q1 2023 | 40 |
ProShare Advisors LLC | 40 | 40 | 0.29% | 0.44% | 0.60% | Q2 2013 | Q1 2023 | 40 |
HGK ASSET MANAGEMENT INC | 40 | 40 | 1.38% | 1.91% | 2.40% | Q2 2013 | Q1 2023 | 40 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 40 | 40 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q1 2023 | 40 |
WEIK CAPITAL MANAGEMENT | 40 | 40 | 0.87% | 1.30% | 2.29% | Q2 2013 | Q1 2023 | 40 |
WETHERBY ASSET MANAGEMENT INC | 40 | 40 | 0.27% | 0.53% | 0.93% | Q2 2013 | Q1 2023 | 40 |
STOCK YARDS BANK & TRUST CO | 40 | 40 | 0.04% | 0.09% | 0.49% | Q2 2013 | Q1 2023 | 40 |
PINNACLE ASSOCIATES LTD | 40 | 40 | 0.08% | 0.26% | 0.45% | Q2 2013 | Q1 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.03% | 0.31% | 0.73% | Q2 2013 | Q1 2023 | 40 |
AMERICAN CENTURY COMPANIES INC | 40 | 40 | 0.26% | 0.85% | 1.62% | Q2 2013 | Q1 2023 | 40 |
JOHNSON INVESTMENT COUNSEL INC | 40 | 40 | 0.01% | 0.32% | 1.52% | Q2 2013 | Q1 2023 | 40 |
STRS OHIO | 40 | 40 | 0.49% | 0.95% | 1.65% | Q2 2013 | Q1 2023 | 40 |
REGIONS FINANCIAL CORP | 40 | 40 | 0.04% | 0.33% | 1.08% | Q2 2013 | Q1 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 40 | 40 | 0.16% | 0.30% | 0.41% | Q2 2013 | Q1 2023 | 40 |
HANCOCK WHITNEY CORP | 40 | 40 | 0.06% | 0.57% | 0.93% | Q2 2013 | Q1 2023 | 40 |
FORVIS Wealth Advisors, LLC | 40 | 40 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q1 2023 | 40 |
Grantham, Mayo, Van Otterloo & Co. LLC | 40 | 40 | 0.96% | 2.68% | 3.69% | Q2 2013 | Q1 2023 | 40 |
Legacy Private Trust Co. | 40 | 40 | 0.07% | 0.18% | 0.28% | Q2 2013 | Q1 2023 | 40 |
Hartford Financial Management Inc. | 40 | 40 | 0.18% | 0.37% | 0.69% | Q2 2013 | Q1 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.09% | 0.36% | 0.88% | Q2 2013 | Q1 2023 | 40 |
STEPHENS INC /AR/ | 40 | 40 | 0.05% | 0.31% | 0.85% | Q2 2013 | Q1 2023 | 40 |
Coho Partners, Ltd. | 40 | 40 | 3.40% | 4.53% | 5.45% | Q2 2013 | Q1 2023 | 40 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 40 | 40 | 0.29% | 0.64% | 1.36% | Q2 2013 | Q1 2023 | 40 |
Advisors Asset Management, Inc. | 40 | 40 | 0.02% | 0.26% | 0.45% | Q2 2013 | Q1 2023 | 40 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 40 | 40 | 2.06% | 3.90% | 7.38% | Q2 2013 | Q1 2023 | 40 |
HARRIS ASSOCIATES L P | 40 | 40 | 0.00% | 0.84% | 1.75% | Q2 2013 | Q1 2023 | 40 |
ClearBridge Investments | 40 | 40 | 2.51% | 3.29% | 4.04% | Q2 2013 | Q1 2023 | 40 |
Haverford Financial Services, Inc. | 40 | 40 | 2.18% | 4.21% | 5.46% | Q2 2013 | Q1 2023 | 40 |
BROWN ADVISORY INC | 40 | 40 | 0.02% | 0.72% | 2.08% | Q2 2013 | Q1 2023 | 40 |
Estabrook Capital Management | 40 | 40 | 0.29% | 1.03% | 1.80% | Q2 2013 | Q1 2023 | 40 |
Cypress Capital Group | 40 | 40 | 0.05% | 0.27% | 0.61% | Q2 2013 | Q1 2023 | 40 |
SOL Capital Management CO | 40 | 40 | 0.93% | 1.20% | 1.49% | Q2 2013 | Q1 2023 | 40 |
Epoch Investment Partners, Inc. | 40 | 40 | 0.98% | 1.75% | 2.54% | Q2 2013 | Q1 2023 | 40 |
Legal & General Group Plc | 40 | 40 | 0.42% | 0.77% | 1.35% | Q2 2013 | Q1 2023 | 40 |
Douglass Winthrop Advisors, LLC | 40 | 40 | 0.02% | 0.47% | 2.80% | Q2 2013 | Q1 2023 | 40 |
JAMES INVESTMENT RESEARCH INC | 40 | 40 | 0.10% | 0.95% | 2.38% | Q2 2013 | Q1 2023 | 40 |
NEW YORK STATE COMMON RETIREMENT FUND | 40 | 40 | 0.34% | 0.78% | 1.45% | Q2 2013 | Q1 2023 | 40 |
Ledyard National Bank | 40 | 40 | 0.00% | 0.40% | 1.21% | Q2 2013 | Q1 2023 | 40 |
SG Americas Securities, LLC | 40 | 40 | 0.00% | 0.25% | 0.82% | Q2 2013 | Q1 2023 | 40 |
GAMCO INVESTORS, INC. ET AL | 40 | 40 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q1 2023 | 40 |
PARK NATIONAL CORP /OH/ | 40 | 40 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2023 | 40 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 40 | 40 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2023 | 40 |
PRICE T ROWE ASSOCIATES INC /MD/ | 40 | 40 | 0.57% | 1.23% | 2.72% | Q2 2013 | Q1 2023 | 40 |
Bragg Financial Advisors, Inc | 40 | 40 | 0.29% | 0.90% | 1.28% | Q2 2013 | Q1 2023 | 40 |
SIT INVESTMENT ASSOCIATES INC | 40 | 40 | 0.68% | 0.94% | 1.18% | Q2 2013 | Q1 2023 | 40 |
CONNING INC. | 40 | 40 | 0.12% | 0.23% | 0.35% | Q2 2013 | Q1 2023 | 40 |
HOWE & RUSLING INC | 40 | 40 | 0.00% | 1.11% | 2.99% | Q2 2013 | Q1 2023 | 40 |
Coastline Trust Co | 40 | 40 | 0.64% | 0.81% | 1.75% | Q2 2013 | Q1 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 40 | 40 | 0.39% | 0.95% | 1.39% | Q2 2013 | Q1 2023 | 40 |
Essex Financial Services, Inc. | 40 | 40 | 0.21% | 0.54% | 1.05% | Q2 2013 | Q1 2023 | 40 |
Calamos Advisors LLC | 40 | 40 | 0.04% | 0.54% | 1.12% | Q2 2013 | Q1 2023 | 40 |
Saturna Capital CORP | 40 | 40 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 40 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.21% | 0.28% | 0.44% | Q2 2013 | Q4 2022 | 39 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 37 | 2 | 0.16% | 0.32% | 0.56% | Q2 2013 | Q1 2023 | 39 |
Jarislowsky, Fraser Ltd | 27 | 12 | 0.06% | 0.92% | 2.33% | Q2 2013 | Q1 2023 | 39 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 23 | 16 | 0.70% | 1.20% | 1.74% | Q2 2013 | Q1 2023 | 39 |
Clark Capital Management Group, Inc. | 39 | 39 | 0.03% | 1.24% | 2.28% | Q3 2013 | Q1 2023 | 39 |
SUMITOMO LIFE INSURANCE CO | 39 | 39 | 0.21% | 0.75% | 1.38% | Q3 2013 | Q1 2023 | 39 |
OAK ASSOCIATES LTD /OH/ | 38 | 1 | 0.12% | 0.21% | 0.34% | Q2 2013 | Q1 2023 | 39 |
Cetera Advisor Networks LLC | 20 | 19 | 0.02% | 0.20% | 0.52% | Q2 2013 | Q1 2023 | 39 |
DnB Asset Management AS | 36 | 3 | 0.05% | 0.70% | 1.73% | Q2 2013 | Q1 2023 | 39 |
Alberta Investment Management Corp | 27 | 12 | 0.01% | 0.42% | 0.85% | Q2 2013 | Q1 2023 | 39 |
Janney Montgomery Scott LLC | 27 | 12 | 0.06% | 0.39% | 0.81% | Q2 2013 | Q1 2023 | 39 |
ASSETMARK, INC | 39 | 39 | 0.02% | 0.15% | 0.38% | Q3 2013 | Q1 2023 | 39 |
State of Tennessee, Treasury Department | 39 | 39 | 0.20% | 0.61% | 1.17% | Q3 2013 | Q1 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 39 | 39 | 0.06% | 0.39% | 0.86% | Q3 2013 | Q1 2023 | 39 |
TELEMUS CAPITAL, LLC | 39 | 39 | 0.54% | 0.78% | 1.15% | Q3 2013 | Q1 2023 | 39 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 34 | 5 | 0.00% | 1.25% | 2.34% | Q2 2013 | Q1 2023 | 39 |
DAVENPORT & Co LLC | 39 | 39 | 0.00% | 0.20% | 0.86% | Q3 2013 | Q1 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2022 | 39 |
GREAT LAKES ADVISORS, LLC | 35 | 4 | 0.02% | 0.84% | 1.96% | Q2 2013 | Q1 2023 | 39 |
FINANCIAL COUNSELORS INC | 26 | 13 | 0.38% | 0.85% | 1.63% | Q2 2013 | Q1 2023 | 39 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 13 | 0.06% | 0.65% | 2.02% | Q2 2013 | Q1 2023 | 39 |
COURIER CAPITAL LLC | 27 | 12 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q1 2023 | 39 |
VESTOR CAPITAL, LLC | 28 | 11 | 0.62% | 2.30% | 6.29% | Q2 2013 | Q1 2023 | 39 |
SALEM INVESTMENT COUNSELORS INC | 24 | 15 | 0.02% | 0.14% | 0.79% | Q2 2013 | Q1 2023 | 39 |
Kentucky Retirement Systems Insurance Trust Fund | 39 | 39 | 0.46% | 0.92% | 1.57% | Q3 2013 | Q1 2023 | 39 |
WESBANCO BANK INC | 30 | 9 | 0.28% | 0.86% | 1.54% | Q2 2013 | Q1 2023 | 39 |
SHEPHERD KAPLAN KROCHUK, LLC | 38 | 38 | 0.11% | 0.53% | 1.33% | Q2 2013 | Q3 2022 | 39 |
Gotham Asset Management, LLC | 28 | 11 | 0.00% | 0.19% | 0.49% | Q2 2013 | Q1 2023 | 39 |
NORGES BANK | 30 | 1 | 0.31% | 0.65% | 1.26% | Q2 2012 | Q4 2022 | 39 |
MARCO INVESTMENT MANAGEMENT LLC | 39 | 39 | 0.35% | 2.00% | 4.10% | Q3 2013 | Q1 2023 | 39 |
FIRST INTERSTATE BANK | 31 | 8 | 0.56% | 1.65% | 2.97% | Q2 2013 | Q1 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.02% | 0.19% | 0.82% | Q2 2013 | Q4 2022 | 39 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.10% | 0.46% | Q2 2013 | Q1 2023 | 39 |
Winslow Capital Management, LLC | 37 | 2 | 0.40% | 2.47% | 4.33% | Q2 2013 | Q1 2023 | 39 |
Bridgecreek Investment Management, LLC | 39 | 39 | 0.69% | 1.64% | 3.27% | Q3 2013 | Q1 2023 | 39 |
Regent Investment Management LLC | 39 | 39 | 0.50% | 0.86% | 1.36% | Q2 2013 | Q4 2022 | 39 |
Arizona State Retirement System | 31 | 8 | 0.25% | 0.67% | 1.33% | Q1 2013 | Q1 2023 | 39 |
OPTIMUM INVESTMENT ADVISORS | 31 | 7 | 0.00% | 1.77% | 3.15% | Q3 2013 | Q1 2023 | 39 |
FIDUCIARY MANAGEMENT INC /WI/ | 39 | 39 | 0.85% | 3.69% | 5.91% | Q3 2013 | Q1 2023 | 39 |
TOMPKINS FINANCIAL CORP | 32 | 7 | 0.00% | 0.16% | 0.32% | Q2 2013 | Q1 2023 | 39 |
DAVIS R M INC | 39 | 39 | 0.01% | 0.38% | 1.22% | Q3 2013 | Q1 2023 | 39 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 3 | 0.59% | 1.11% | 1.79% | Q2 2013 | Q1 2023 | 39 |
BAILARD, INC. | 29 | 10 | 0.14% | 0.58% | 1.55% | Q2 2013 | Q1 2023 | 39 |
Bartlett & Co. LLC | 26 | 13 | 0.01% | 0.35% | 1.32% | Q2 2013 | Q1 2023 | 39 |
LOGAN CAPITAL MANAGEMENT INC | 39 | 39 | 0.02% | 0.30% | 0.83% | Q3 2013 | Q1 2023 | 39 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 39 | 39 | 0.02% | 1.29% | 2.87% | Q3 2013 | Q1 2023 | 39 |
ACADIAN ASSET MANAGEMENT LLC | 39 | 39 | 0.01% | 0.24% | 0.88% | Q3 2013 | Q1 2023 | 39 |
BOKF, NA | 32 | 7 | 0.18% | 0.48% | 1.01% | Q2 2013 | Q1 2023 | 39 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 11 | 0.02% | 0.51% | 1.81% | Q2 2013 | Q1 2023 | 39 |
Focused Wealth Management, Inc | 39 | 39 | 0.02% | 0.05% | 0.22% | Q3 2013 | Q1 2023 | 39 |
BECK MACK & OLIVER LLC | 39 | 39 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2023 | 39 |
Ameritas Investment Partners, Inc. | 39 | 39 | 0.11% | 0.33% | 0.62% | Q3 2013 | Q1 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.11% | 0.59% | 1.50% | Q2 2013 | Q3 2022 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.15% | 1.22% | 2.75% | Q2 2013 | Q3 2022 | 38 |
MARSHALL WACE, LLP | 15 | 1 | 0.00% | 0.26% | 1.30% | Q2 2014 | Q1 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.30% | 3.13% | Q2 2013 | Q3 2022 | 38 |
Alpha Cubed Investments, LLC | 38 | 38 | 0.17% | 0.79% | 1.81% | Q4 2013 | Q1 2023 | 38 |
Capital Investment Advisors, LLC | 38 | 38 | 0.06% | 0.13% | 0.27% | Q4 2013 | Q1 2023 | 38 |
Oakworth Capital, Inc. | 38 | 38 | 0.01% | 0.17% | 0.26% | Q4 2013 | Q1 2023 | 38 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 38 | 38 | 0.83% | 1.52% | 2.56% | Q4 2013 | Q1 2023 | 38 |
Rhenman & Partners Asset Management AB | 38 | 38 | 0.78% | 2.53% | 4.02% | Q4 2013 | Q1 2023 | 38 |
COMERICA BANK | 38 | 38 | 0.20% | 0.44% | 0.99% | Q3 2013 | Q4 2022 | 38 |
Tower Research Capital LLC (TRC) | 16 | 9 | 0.00% | 0.35% | 0.97% | Q2 2013 | Q1 2023 | 38 |
SCOTIA CAPITAL INC. | 37 | 1 | 0.01% | 0.43% | 1.35% | Q3 2013 | Q1 2023 | 38 |
Mariner, LLC | 38 | 38 | 0.03% | 0.54% | 1.12% | Q4 2013 | Q1 2023 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.79% | 1.10% | 1.49% | Q2 2013 | Q3 2022 | 38 |
Trust Investment Advisors | 38 | 38 | 0.99% | 2.05% | 2.84% | Q4 2013 | Q1 2023 | 38 |
EFG Asset Management (Americas) Corp. | 38 | 38 | 0.04% | 1.60% | 3.55% | Q4 2013 | Q1 2023 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.05% | 0.24% | 0.49% | Q2 2013 | Q3 2022 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.64% | 0.97% | 1.47% | Q2 2013 | Q3 2022 | 38 |
E&G Advisors, LP | 38 | 38 | 0.44% | 0.92% | 1.98% | Q4 2013 | Q1 2023 | 38 |
TIEMANN INVESTMENT ADVISORS, LLC | 38 | 38 | 0.38% | 0.60% | 0.97% | Q4 2013 | Q1 2023 | 38 |
ING GROEP NV | 26 | 12 | 0.04% | 0.74% | 1.68% | Q1 2013 | Q4 2022 | 38 |
Foundry Partners, LLC | 38 | 38 | 0.02% | 0.18% | 0.77% | Q4 2013 | Q1 2023 | 38 |
INTRUST BANK NA | 38 | 38 | 0.09% | 0.47% | 0.79% | Q4 2013 | Q1 2023 | 38 |
Gulf International Bank (UK) Ltd | 38 | 38 | 0.42% | 0.87% | 1.49% | Q4 2013 | Q1 2023 | 38 |
CENTRAL BANK & TRUST CO | 33 | 5 | 0.00% | 0.99% | 2.30% | Q2 2013 | Q1 2023 | 38 |
OARSMAN CAPITAL, INC. | 38 | 38 | 0.23% | 0.70% | 1.53% | Q4 2013 | Q1 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.15% | 1.07% | 2.15% | Q2 2013 | Q3 2022 | 38 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 37 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 38 |
Blue Edge Capital, LLC | 38 | 38 | 0.73% | 1.14% | 2.01% | Q4 2013 | Q1 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
Andra AP-fonden | 22 | 4 | 0.19% | 0.39% | 0.70% | Q2 2013 | Q1 2023 | 38 |
Tradewinds Capital Management, LLC | 38 | 38 | 0.02% | 0.03% | 0.08% | Q4 2013 | Q1 2023 | 38 |
Smithfield Trust Co | 38 | 38 | 0.00% | 0.09% | 0.20% | Q4 2013 | Q1 2023 | 38 |
Perkins Coie Trust Co | 38 | 38 | 1.40% | 1.80% | 2.70% | Q4 2013 | Q1 2023 | 38 |
Colonial Trust Advisors | 38 | 38 | 0.66% | 1.88% | 3.07% | Q4 2013 | Q1 2023 | 38 |
Private Advisor Group, LLC | 38 | 38 | 0.08% | 0.18% | 0.42% | Q4 2013 | Q1 2023 | 38 |
EARNEST PARTNERS LLC | 38 | 38 | 0.10% | 0.24% | 0.42% | Q4 2013 | Q1 2023 | 38 |
CITY HOLDING CO | 38 | 38 | 0.01% | 0.16% | 0.81% | Q4 2013 | Q1 2023 | 38 |
D'Orazio & Associates, Inc. | 38 | 38 | 0.87% | 4.02% | 7.79% | Q4 2013 | Q1 2023 | 38 |
Parkside Financial Bank & Trust | 38 | 38 | 0.03% | 0.20% | 0.53% | Q4 2013 | Q1 2023 | 38 |
CKW FINANCIAL GROUP | 38 | 38 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2023 | 38 |
Court Place Advisors, LLC | 38 | 38 | 0.20% | 0.30% | 0.49% | Q4 2013 | Q1 2023 | 38 |
PRUDENTIAL PLC | 26 | 12 | 0.01% | 0.90% | 2.16% | Q2 2013 | Q1 2023 | 38 |
First City Capital Management, Inc. | 21 | 5 | 0.17% | 0.31% | 0.45% | Q2 2013 | Q1 2023 | 38 |
CWM, LLC | 32 | 6 | 0.17% | 0.75% | 2.17% | Q3 2013 | Q1 2023 | 38 |
Diversified Trust Co | 34 | 1 | 0.03% | 0.39% | 0.89% | Q2 2013 | Q1 2023 | 38 |
Tekla Capital Management LLC | 31 | 6 | 0.34% | 2.74% | 6.45% | Q2 2013 | Q1 2023 | 38 |
Clear Harbor Asset Management, LLC | 34 | 4 | 0.05% | 0.25% | 0.53% | Q2 2013 | Q1 2023 | 38 |
Goelzer Investment Management, Inc. | 25 | 13 | 0.04% | 0.53% | 1.14% | Q1 2013 | Q1 2023 | 38 |
Louisiana State Employees Retirement System | 38 | 38 | 0.29% | 0.56% | 0.89% | Q4 2013 | Q1 2023 | 38 |
WMS Partners, LLC | 32 | 1 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q1 2023 | 38 |
Kentucky Retirement Systems | 35 | 3 | 0.46% | 0.92% | 1.57% | Q3 2013 | Q1 2023 | 38 |
Supplemental Annuity Collective Trust of NJ | 37 | 37 | 0.09% | 0.56% | 1.13% | Q1 2014 | Q1 2023 | 37 |
TRUST CO OF TOLEDO NA /OH/ | 34 | 3 | 0.07% | 0.15% | 0.31% | Q2 2013 | Q1 2023 | 37 |
Ativo Capital Management LLC | 37 | 37 | 0.42% | 0.97% | 1.55% | Q2 2013 | Q2 2022 | 37 |
RMB Capital Management, LLC | 33 | 4 | 0.01% | 0.44% | 1.18% | Q3 2013 | Q1 2023 | 37 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 37 | 37 | 0.09% | 0.17% | 0.28% | Q1 2014 | Q1 2023 | 37 |
Checchi Capital Advisers, LLC | 37 | 37 | 0.13% | 0.31% | 0.79% | Q1 2014 | Q1 2023 | 37 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 2 | 0.11% | 0.70% | 1.32% | Q2 2013 | Q4 2022 | 37 |
CIBC Private Wealth Group, LLC | 37 | 37 | 0.71% | 1.21% | 2.53% | Q1 2014 | Q1 2023 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.76% | 1.08% | 1.68% | Q2 2013 | Q2 2022 | 37 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 37 | 37 | 0.44% | 0.81% | 1.31% | Q1 2014 | Q1 2023 | 37 |
Gemmer Asset Management LLC | 37 | 37 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2023 | 37 |
Segment Wealth Management, LLC | 37 | 37 | 0.82% | 1.18% | 1.71% | Q1 2014 | Q1 2023 | 37 |
CINCINNATI FINANCIAL CORP | 37 | 37 | 0.64% | 4.24% | 6.49% | Q1 2014 | Q1 2023 | 37 |
GIRARD PARTNERS LTD. | 37 | 37 | 0.25% | 1.37% | 1.89% | Q1 2014 | Q1 2023 | 37 |
Olstein Capital Management, L.P. | 37 | 37 | 0.46% | 0.84% | 1.53% | Q1 2014 | Q1 2023 | 37 |
Bank OZK | 37 | 37 | 0.07% | 0.20% | 0.35% | Q1 2014 | Q1 2023 | 37 |
DSC Advisors, L.P. | 27 | 10 | 0.06% | 0.43% | 1.48% | Q2 2013 | Q3 2022 | 37 |
CITIZENS & NORTHERN CORP | 37 | 37 | 0.12% | 0.36% | 1.44% | Q1 2014 | Q1 2023 | 37 |
Eagle Capital Management, LLC | 37 | 37 | 1.18% | 2.70% | 5.78% | Q1 2014 | Q1 2023 | 37 |
ADELL HARRIMAN & CARPENTER INC | 37 | 37 | 0.06% | 0.97% | 2.03% | Q1 2014 | Q1 2023 | 37 |
HARBOUR INVESTMENT MANAGEMENT LLC | 37 | 37 | 0.13% | 1.21% | 2.36% | Q1 2014 | Q1 2023 | 37 |
Buckingham Capital Management, Inc. | 37 | 37 | 0.08% | 1.08% | 2.63% | Q1 2014 | Q1 2023 | 37 |
CAPE COD FIVE CENTS SAVINGS BANK | 37 | 37 | 0.05% | 0.44% | 0.91% | Q1 2014 | Q1 2023 | 37 |
BI Asset Management Fondsmaeglerselskab A/S | 37 | 37 | 1.10% | 3.22% | 6.50% | Q1 2014 | Q1 2023 | 37 |
Livforsakringsbolaget Skandia, Omsesidigt | 37 | 37 | 0.32% | 1.03% | 1.99% | Q1 2014 | Q1 2023 | 37 |
Pictet & Cie (Europe) SA | 37 | 37 | 0.11% | 2.29% | 6.07% | Q1 2014 | Q1 2023 | 37 |
GW HENSSLER & ASSOCIATES LTD | 33 | 4 | 0.02% | 1.12% | 1.93% | Q2 2013 | Q1 2023 | 37 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 37 | 37 | 1.93% | 5.65% | 9.66% | Q1 2014 | Q1 2023 | 37 |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | 37 | 0.07% | 0.49% | 0.76% | Q1 2014 | Q1 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.18% | 0.96% | 1.64% | Q1 2014 | Q1 2023 | 37 |
Longview Partners (Guernsey) LTD | 37 | 37 | 3.70% | 4.90% | 6.84% | Q1 2014 | Q1 2023 | 37 |
Ballentine Partners, LLC | 37 | 37 | 0.03% | 0.11% | 0.24% | Q1 2014 | Q1 2023 | 37 |
Candriam S.C.A. | 34 | 34 | 0.01% | 0.66% | 1.76% | Q4 2014 | Q1 2023 | 37 |
BANQUE PICTET & CIE SA | 37 | 37 | 0.09% | 1.33% | 2.85% | Q1 2014 | Q1 2023 | 37 |
Curbstone Financial Management Corp | 37 | 37 | 0.14% | 0.24% | 0.40% | Q1 2014 | Q1 2023 | 37 |
Connor, Clark & Lunn Investment Management Ltd. | 37 | 37 | 0.06% | 0.26% | 0.51% | Q1 2014 | Q1 2023 | 37 |
Cambridge Financial Group, Inc. | 35 | 2 | 1.51% | 3.50% | 4.51% | Q3 2013 | Q4 2022 | 37 |
INTACT INVESTMENT MANAGEMENT INC. | 30 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2023 | 37 |
GLOBEFLEX CAPITAL L P | 32 | 4 | 0.00% | 0.23% | 0.83% | Q2 2013 | Q1 2023 | 36 |
Bowling Portfolio Management LLC | 32 | 4 | 0.08% | 0.83% | 1.51% | Q2 2013 | Q3 2022 | 36 |
OLD NATIONAL BANCORP /IN/ | 36 | 36 | 0.02% | 0.36% | 1.10% | Q2 2014 | Q1 2023 | 36 |
Veritas Investment Management (UK) Ltd | 36 | 36 | 4.04% | 7.79% | 11.95% | Q1 2013 | Q4 2021 | 36 |
Compagnie Lombard Odier SCmA | 32 | 4 | 0.00% | 0.05% | 0.56% | Q4 2013 | Q1 2023 | 36 |
ORRSTOWN FINANCIAL SERVICES INC | 36 | 36 | 0.18% | 1.24% | 2.78% | Q2 2013 | Q1 2022 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.36% | 0.70% | 1.11% | Q2 2013 | Q1 2022 | 36 |
Harbour Capital Advisors, LLC | 36 | 36 | 0.23% | 1.45% | 2.75% | Q2 2014 | Q1 2023 | 36 |
LGT CAPITAL PARTNERS LTD. | 36 | 36 | 0.85% | 3.45% | 6.60% | Q2 2014 | Q1 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.42% | 1.02% | 1.38% | Q2 2013 | Q1 2022 | 36 |
Catalyst Capital Advisors LLC | 23 | 13 | 0.01% | 0.24% | 0.55% | Q2 2013 | Q1 2023 | 36 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 36 | 36 | 0.26% | 0.68% | 1.70% | Q2 2013 | Q1 2022 | 36 |
Brown Advisory Securities, LLC | 36 | 36 | 0.12% | 0.24% | 0.60% | Q3 2013 | Q2 2022 | 36 |
Raub Brock Capital Management LP | 36 | 36 | 3.52% | 4.64% | 5.52% | Q2 2014 | Q1 2023 | 36 |
OAK RIDGE INVESTMENTS LLC | 36 | 36 | 0.01% | 1.17% | 2.65% | Q2 2014 | Q1 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.47% | 0.68% | 1.10% | Q2 2013 | Q1 2022 | 36 |
SNS Financial Group, LLC | 36 | 36 | 0.12% | 0.39% | 0.62% | Q2 2014 | Q1 2023 | 36 |
NATIXIS | 19 | 1 | 0.00% | 0.57% | 1.49% | Q2 2013 | Q1 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.58% | 1.06% | 1.62% | Q2 2013 | Q1 2022 | 36 |
GUARDIAN CAPITAL LP | 34 | 34 | 0.01% | 0.26% | 1.08% | Q4 2014 | Q1 2023 | 36 |
Stanley-Laman Group, Ltd. | 36 | 36 | 0.13% | 0.38% | 0.93% | Q2 2014 | Q1 2023 | 36 |
Lombard Odier Asset Management (Switzerland) SA | 36 | 36 | 0.04% | 1.80% | 5.25% | Q2 2014 | Q1 2023 | 36 |
Murphy Pohlad Asset Management LLC | 36 | 36 | 0.85% | 1.47% | 1.98% | Q2 2014 | Q1 2023 | 36 |
Archford Capital Strategies, LLC | 20 | 16 | 0.00% | 0.22% | 0.72% | Q1 2014 | Q1 2023 | 36 |
CARRET ASSET MANAGEMENT, LLC | 36 | 36 | 0.04% | 0.21% | 0.47% | Q2 2014 | Q1 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.31% | 0.67% | 1.13% | Q2 2013 | Q1 2022 | 36 |
IBM Retirement Fund | 36 | 36 | 0.39% | 0.73% | 1.08% | Q2 2013 | Q1 2022 | 36 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 36 | 36 | 0.10% | 0.22% | 0.38% | Q4 2013 | Q3 2022 | 36 |
CSU Producer Resources, Inc. | 36 | 36 | 4.86% | 6.05% | 7.40% | Q2 2014 | Q1 2023 | 36 |
PATTEN & PATTEN INC/TN | 33 | 3 | 0.02% | 0.83% | 1.82% | Q3 2013 | Q1 2023 | 36 |
LORD, ABBETT & CO. LLC | 23 | 13 | 0.02% | 0.60% | 2.12% | Q2 2013 | Q1 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 35 | 1 | 0.00% | 0.22% | 0.57% | Q3 2013 | Q1 2023 | 36 |
Linscomb & Williams, Inc. | 22 | 14 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q1 2023 | 36 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 36 | 36 | 0.02% | 1.47% | 3.27% | Q2 2014 | Q1 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.10% | 0.15% | 0.27% | Q2 2014 | Q1 2023 | 36 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.08% | 0.69% | Q2 2013 | Q1 2023 | 36 |
Westover Capital Advisors, LLC | 24 | 12 | 0.16% | 1.16% | 2.43% | Q2 2013 | Q1 2023 | 36 |
Annex Advisory Services, LLC | 33 | 3 | 0.09% | 0.26% | 0.71% | Q2 2013 | Q1 2023 | 36 |
State of New Jersey Common Pension Fund D | 36 | 36 | 0.17% | 0.59% | 1.12% | Q2 2014 | Q1 2023 | 36 |
EVERENCE CAPITAL MANAGEMENT INC | 26 | 10 | 0.55% | 0.86% | 1.34% | Q2 2013 | Q1 2023 | 36 |
WINTON GROUP Ltd | 26 | 9 | 0.01% | 0.33% | 0.98% | Q2 2014 | Q1 2023 | 35 |
National Pension Service | 35 | 35 | 0.44% | 0.83% | 1.35% | Q3 2014 | Q1 2023 | 35 |
CINCINNATI INSURANCE CO | 35 | 35 | 0.39% | 1.47% | 2.55% | Q3 2014 | Q1 2023 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.28% | 0.80% | 1.53% | Q2 2013 | Q4 2021 | 35 |
COLRAIN CAPITAL LLC | 33 | 2 | 0.17% | 0.47% | 0.81% | Q2 2013 | Q1 2022 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 0.38% | 1.02% | 1.80% | Q2 2013 | Q4 2021 | 35 |
ATWOOD & PALMER INC | 35 | 35 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 35 |
Centiva Capital, LP | 10 | 7 | 0.00% | 0.06% | 0.31% | Q4 2018 | Q1 2023 | 35 |
MURPHY CAPITAL MANAGEMENT INC | 33 | 2 | 0.03% | 0.40% | 1.13% | Q2 2013 | Q2 2022 | 35 |
Ascent Wealth Partners, LLC | 35 | 35 | 1.37% | 1.92% | 2.47% | Q3 2014 | Q1 2023 | 35 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 33 | 2 | 0.03% | 0.10% | 0.67% | Q2 2013 | Q1 2023 | 35 |
Granite Investment Partners, LLC | 35 | 35 | 0.03% | 0.83% | 1.51% | Q3 2014 | Q1 2023 | 35 |
Aldebaran Financial Inc. | 30 | 2 | 0.20% | 0.40% | 1.33% | Q4 2013 | Q1 2023 | 35 |
MONETTA FINANCIAL SERVICES INC | 34 | 1 | 0.63% | 2.37% | 5.25% | Q2 2013 | Q1 2023 | 35 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 29 | 6 | 0.02% | 1.04% | 3.30% | Q2 2013 | Q1 2023 | 35 |
MOTCO | 35 | 35 | 0.00% | 0.28% | 0.82% | Q3 2014 | Q1 2023 | 35 |
PICTON MAHONEY ASSET MANAGEMENT | 34 | 1 | 0.04% | 1.15% | 2.42% | Q2 2013 | Q1 2023 | 35 |
South Dakota Investment Council | 35 | 35 | 0.81% | 1.46% | 2.24% | Q3 2014 | Q1 2023 | 35 |
1832 Asset Management L.P. | 28 | 3 | 0.00% | 0.82% | 2.04% | Q4 2013 | Q1 2023 | 35 |
AMP Capital Investors Ltd | 34 | 1 | 0.20% | 0.54% | 0.78% | Q2 2013 | Q1 2022 | 35 |
ONTARIO TEACHERS PENSION PLAN BOARD | 26 | 9 | 0.02% | 0.55% | 8.09% | Q2 2013 | Q1 2023 | 35 |
MCKINLEY CAPITAL MANAGEMENT LLC | 34 | 1 | 0.01% | 2.04% | 5.83% | Q4 2013 | Q1 2023 | 35 |
CADENCE BANK NA | 35 | 35 | 0.14% | 0.30% | 0.44% | Q4 2013 | Q2 2022 | 35 |
AGF INVESTMENTS INC. | 35 | 35 | 0.00% | 1.01% | 2.96% | Q1 2014 | Q3 2022 | 35 |
ROCKY MOUNTAIN ADVISERS, LLC | 35 | 35 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2023 | 35 |
FIL Ltd | 25 | 10 | 0.04% | 0.38% | 1.11% | Q2 2013 | Q1 2023 | 35 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.17% | 0.68% | Q1 2015 | Q3 2022 | 35 |
Northeast Financial Consultants Inc | 18 | 17 | 0.12% | 0.33% | 0.66% | Q1 2014 | Q1 2023 | 35 |
CenterStar Asset Management, LLC | 13 | 5 | 0.00% | 0.14% | 0.61% | Q1 2018 | Q4 2022 | 35 |
MARKSTON INTERNATIONAL LLC | 35 | 35 | 0.07% | 0.17% | 0.65% | Q2 2013 | Q4 2021 | 35 |
WESTWOOD HOLDINGS GROUP INC | 35 | 35 | 0.03% | 0.54% | 1.49% | Q3 2014 | Q1 2023 | 35 |
GRANDFIELD & DODD, LLC | 31 | 4 | 0.01% | 0.34% | 0.46% | Q2 2013 | Q4 2022 | 35 |
Private Capital Advisors, Inc. | 35 | 35 | 1.26% | 2.77% | 4.33% | Q3 2014 | Q1 2023 | 35 |
CAPITAL ADVISORS INC/OK | 35 | 35 | 0.03% | 0.65% | 1.46% | Q3 2014 | Q1 2023 | 35 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 35 | 35 | 0.38% | 2.10% | 3.45% | Q3 2014 | Q1 2023 | 35 |
TDAM USA INC. | 35 | 35 | 0.34% | 1.31% | 1.83% | Q2 2013 | Q4 2021 | 35 |
AE Wealth Management LLC | 26 | 26 | 0.00% | 0.21% | 0.73% | Q4 2016 | Q1 2023 | 35 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 34 |
Burt Wealth Advisors | 34 | 34 | 1.78% | 2.59% | 3.64% | Q4 2014 | Q1 2023 | 34 |
SEI INVESTMENTS CO | 34 | 34 | 0.23% | 0.43% | 0.72% | Q4 2014 | Q1 2023 | 34 |
VALLEY NATIONAL ADVISERS INC | 34 | 34 | 0.01% | 0.26% | 0.91% | Q4 2014 | Q1 2023 | 34 |
Community Bank, N.A. | 34 | 34 | 0.16% | 0.36% | 0.65% | Q4 2014 | Q1 2023 | 34 |
Bray Capital Advisors | 34 | 34 | 0.98% | 1.32% | 2.11% | Q4 2014 | Q1 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.32% | 0.60% | 1.01% | Q2 2013 | Q3 2021 | 34 |
Bristol Gate Capital Partners Inc. | 34 | 34 | 4.00% | 4.72% | 5.79% | Q4 2014 | Q1 2023 | 34 |
Summit Financial Wealth Advisors, LLC | 34 | 34 | 0.20% | 1.20% | 4.00% | Q4 2014 | Q1 2023 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.86% | 1.82% | 3.40% | Q2 2013 | Q3 2021 | 34 |
Affiance Financial, LLC | 34 | 34 | 0.33% | 0.75% | 2.22% | Q4 2014 | Q1 2023 | 34 |
SVB WEALTH LLC | 34 | 34 | 0.09% | 0.36% | 0.56% | Q4 2014 | Q1 2023 | 34 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 6 | 0.00% | 0.26% | 0.39% | Q2 2013 | Q4 2021 | 34 |
Avalon Investment & Advisory | 34 | 34 | 0.01% | 1.12% | 2.59% | Q4 2014 | Q1 2023 | 34 |
Godshalk Welsh Capital Management, Inc. | 34 | 34 | 0.42% | 0.77% | 1.12% | Q4 2014 | Q1 2023 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.00% | 0.26% | 0.66% | Q2 2013 | Q3 2021 | 34 |
Advisory Services Network, LLC | 25 | 1 | 0.01% | 0.15% | 0.33% | Q4 2013 | Q1 2023 | 34 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.01% | 0.28% | 0.74% | Q4 2014 | Q1 2023 | 34 |
Lowe Wealth Advisors, LLC | 34 | 34 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q1 2023 | 34 |
First Personal Financial Services | 34 | 34 | 0.00% | 0.15% | 0.47% | Q4 2014 | Q1 2023 | 34 |
NWAM LLC | 17 | 7 | 0.02% | 0.14% | 0.32% | Q1 2014 | Q1 2023 | 34 |
ATALANTA SOSNOFF CAPITAL, LLC | 34 | 34 | 1.31% | 2.24% | 4.04% | Q4 2014 | Q1 2023 | 34 |
Kovack Advisors, Inc. | 28 | 2 | 0.00% | 0.25% | 0.47% | Q1 2015 | Q1 2023 | 34 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 34 | 34 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q1 2023 | 34 |
Cambridge Advisors Inc. | 34 | 34 | 0.31% | 0.41% | 0.54% | Q4 2014 | Q1 2023 | 34 |
PITTENGER & ANDERSON INC | 34 | 34 | 0.03% | 0.59% | 1.22% | Q4 2014 | Q1 2023 | 34 |
Cable Hill Partners, LLC | 34 | 34 | 0.03% | 0.14% | 0.81% | Q4 2014 | Q1 2023 | 34 |
HOLDERNESS INVESTMENTS CO | 34 | 34 | 0.86% | 1.32% | 2.21% | Q4 2014 | Q1 2023 | 34 |
HM PAYSON & CO | 18 | 16 | 0.01% | 0.60% | 2.33% | Q2 2014 | Q1 2023 | 34 |
Jaffetilchin Investment Partners, LLC | 34 | 34 | 0.08% | 0.28% | 0.61% | Q4 2014 | Q1 2023 | 34 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 34 | 34 | 1.14% | 1.56% | 1.92% | Q4 2014 | Q1 2023 | 34 |
Pensionfund DSM Netherlands | 21 | 13 | 0.29% | 1.02% | 1.36% | Q2 2013 | Q4 2021 | 34 |
MV CAPITAL MANAGEMENT, INC. | 34 | 34 | 0.05% | 0.07% | 0.14% | Q4 2014 | Q1 2023 | 34 |
Ninety One North America, Inc. | 34 | 34 | 0.23% | 1.00% | 2.73% | Q4 2014 | Q1 2023 | 34 |
Wealth Architects, LLC | 34 | 34 | 0.19% | 0.37% | 0.66% | Q4 2014 | Q1 2023 | 34 |
Argent Trust Co | 34 | 34 | 0.52% | 0.80% | 1.20% | Q4 2014 | Q1 2023 | 34 |
CAHILL FINANCIAL ADVISORS INC | 34 | 34 | 0.13% | 0.23% | 0.42% | Q4 2014 | Q1 2023 | 34 |
Bison Wealth, LLC | 34 | 34 | 0.31% | 0.66% | 1.64% | Q4 2014 | Q1 2023 | 34 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 26 | 2 | 0.00% | 0.16% | 0.87% | Q2 2013 | Q1 2023 | 34 |
Accredited Investors Inc. | 32 | 2 | 0.06% | 0.47% | 0.86% | Q3 2014 | Q1 2023 | 34 |
AIMZ Investment Advisors, LLC | 34 | 34 | 1.10% | 1.41% | 1.76% | Q4 2014 | Q1 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2022 | 34 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 34 | 34 | 0.19% | 0.31% | 0.39% | Q4 2014 | Q1 2023 | 34 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q1 2023 | 34 |
ALTFEST L J & CO INC | 34 | 34 | 0.15% | 0.26% | 0.40% | Q4 2014 | Q1 2023 | 34 |
CULLINAN ASSOCIATES INC | 31 | 1 | 0.02% | 0.61% | 1.17% | Q2 2013 | Q1 2023 | 34 |
Ardevora Asset Management LLP | 34 | 34 | 0.52% | 0.89% | 1.63% | Q4 2014 | Q1 2023 | 34 |
Eqis Capital Management, Inc. | 34 | 34 | 0.03% | 0.10% | 0.22% | Q4 2014 | Q1 2023 | 34 |
Vident Investment Advisory, LLC | 34 | 34 | 0.02% | 0.35% | 1.01% | Q4 2014 | Q1 2023 | 34 |
Sigma Planning Corp | 34 | 34 | 0.06% | 0.26% | 0.58% | Q4 2014 | Q1 2023 | 34 |
BRISTOL JOHN W & CO INC /NY/ | 34 | 34 | 1.44% | 2.25% | 3.23% | Q4 2014 | Q1 2023 | 34 |
CYPRESS ASSET MANAGEMENT INC/TX | 34 | 34 | 0.05% | 0.54% | 1.36% | Q4 2014 | Q1 2023 | 34 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 25 | 9 | 0.00% | 0.16% | 0.39% | Q3 2013 | Q1 2023 | 34 |
Polaris Capital Management, LLC | 34 | 34 | 1.01% | 1.99% | 2.72% | Q4 2014 | Q1 2023 | 34 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 33 | 1 | 0.02% | 0.89% | 1.56% | Q3 2014 | Q1 2023 | 34 |
Voya Financial Advisors, Inc. | 33 | 33 | 0.20% | 0.38% | 0.60% | Q1 2015 | Q1 2023 | 33 |
MIDDLETON & CO INC/MA | 24 | 9 | 0.04% | 1.21% | 2.32% | Q3 2013 | Q1 2023 | 33 |
Domani Wealth, LLC | 33 | 33 | 0.03% | 0.27% | 0.50% | Q1 2015 | Q1 2023 | 33 |
CPWM, LLC | 29 | 4 | 0.07% | 0.17% | 0.28% | Q2 2014 | Q3 2022 | 33 |
QS Investors, LLC | 33 | 33 | 0.07% | 0.27% | 0.58% | Q2 2013 | Q2 2021 | 33 |
ZACKS INVESTMENT MANAGEMENT | 31 | 2 | 0.02% | 0.58% | 0.94% | Q2 2013 | Q1 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.23% | 0.45% | 0.57% | Q2 2013 | Q2 2021 | 33 |
CI INVESTMENTS INC. | 33 | 33 | 0.32% | 1.48% | 2.60% | Q1 2015 | Q1 2023 | 33 |
SRB CORP | 21 | 5 | 0.00% | 0.04% | 0.11% | Q3 2014 | Q1 2023 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.06% | 0.43% | 0.83% | Q2 2013 | Q2 2021 | 33 |
FIRST FOUNDATION ADVISORS | 33 | 33 | 0.08% | 0.56% | 1.94% | Q1 2015 | Q1 2023 | 33 |
Prospera Financial Services Inc | 33 | 33 | 0.05% | 0.21% | 0.68% | Q1 2015 | Q1 2023 | 33 |
RIVER & MERCANTILE ASSET MANAGEMENT LLP | 30 | 3 | 0.01% | 0.58% | 1.46% | Q4 2014 | Q1 2023 | 33 |
McKinley Carter Wealth Services, Inc. | 33 | 33 | 0.51% | 0.90% | 1.26% | Q1 2015 | Q1 2023 | 33 |
ICON ADVISERS INC/CO | 25 | 2 | 0.03% | 0.86% | 2.10% | Q4 2013 | Q1 2023 | 33 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 33 | 33 | 0.08% | 0.36% | 0.80% | Q1 2015 | Q1 2023 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q2 2021 | 33 |
BP PLC | 33 | 33 | 0.29% | 0.83% | 1.49% | Q2 2013 | Q2 2021 | 33 |
Allworth Financial LP | 33 | 33 | 0.01% | 0.05% | 0.19% | Q1 2015 | Q1 2023 | 33 |
AllSquare Wealth Management LLC | 23 | 10 | 0.03% | 0.20% | 0.44% | Q4 2014 | Q1 2023 | 33 |
Palisades Hudson Asset Management, L.P. | 33 | 33 | 0.18% | 0.23% | 0.33% | Q1 2015 | Q1 2023 | 33 |
Fisher Asset Management, LLC | 29 | 4 | 0.00% | 0.14% | 0.72% | Q4 2013 | Q1 2023 | 33 |
Capital Wealth Planning, LLC | 21 | 1 | 0.15% | 3.64% | 6.76% | Q3 2013 | Q1 2023 | 33 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 33 | 33 | 0.01% | 0.12% | 0.32% | Q1 2015 | Q1 2023 | 33 |
BANK OF THE WEST | 33 | 33 | 0.03% | 1.18% | 2.03% | Q4 2014 | Q4 2022 | 33 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.01% | 0.33% | 0.75% | Q4 2012 | Q1 2021 | 33 |
MONETA GROUP INVESTMENT ADVISORS LLC | 33 | 33 | 0.10% | 0.17% | 0.23% | Q1 2015 | Q1 2023 | 33 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 3 | 0.00% | 0.45% | 1.15% | Q3 2014 | Q1 2023 | 33 |
King Wealth | 33 | 33 | 0.61% | 1.74% | 3.52% | Q1 2015 | Q1 2023 | 33 |
Waverly Advisors, LLC | 26 | 2 | 0.01% | 0.15% | 0.24% | Q3 2013 | Q1 2023 | 33 |
Koshinski Asset Management, Inc. | 19 | 14 | 0.24% | 0.54% | 1.03% | Q4 2014 | Q1 2023 | 33 |
LVW Advisors, LLC | 27 | 6 | 0.07% | 0.13% | 0.27% | Q4 2014 | Q1 2023 | 33 |
SouthState Corp | 29 | 1 | 0.03% | 0.15% | 0.44% | Q4 2013 | Q1 2023 | 33 |
CHICAGO TRUST Co NA | 33 | 33 | 0.20% | 1.12% | 1.78% | Q1 2015 | Q1 2023 | 33 |
Pinnacle Wealth Management Advisory Group, LLC | 33 | 33 | 0.51% | 0.67% | 0.85% | Q1 2015 | Q1 2023 | 33 |
QUEST INVESTMENT MANAGEMENT LLC | 19 | 3 | 0.49% | 1.67% | 2.52% | Q3 2013 | Q1 2023 | 33 |
SONATA CAPITAL GROUP INC | 33 | 33 | 0.16% | 0.20% | 0.26% | Q1 2015 | Q1 2023 | 33 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 24 | 9 | 0.08% | 0.14% | 0.26% | Q4 2014 | Q1 2023 | 33 |
WHALEROCK POINT PARTNERS, LLC | 27 | 6 | 0.10% | 0.96% | 2.23% | Q4 2014 | Q1 2023 | 33 |
MEEDER ASSET MANAGEMENT INC | 28 | 5 | 0.06% | 0.70% | 2.32% | Q4 2014 | Q1 2023 | 33 |
Scott & Selber, Inc. | 33 | 33 | 1.30% | 1.90% | 2.59% | Q1 2015 | Q1 2023 | 33 |
PFM Health Sciences, LP | 13 | 3 | 0.28% | 1.72% | 4.78% | Q4 2014 | Q1 2023 | 33 |
SECURITY NATIONAL TRUST CO | 33 | 33 | 0.00% | 0.07% | 0.11% | Q3 2013 | Q3 2021 | 33 |
FULLER & THALER ASSET MANAGEMENT, INC. | 20 | 13 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q1 2023 | 33 |
SHEETS SMITH WEALTH MANAGEMENT | 33 | 33 | 0.27% | 0.42% | 0.59% | Q1 2015 | Q1 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.11% | 0.26% | 0.66% | Q2 2013 | Q2 2021 | 33 |
Barrett Asset Management, LLC | 33 | 33 | 0.00% | 0.21% | 1.24% | Q1 2014 | Q1 2022 | 33 |
Richard Bernstein Advisors LLC | 22 | 11 | 0.02% | 0.31% | 0.53% | Q2 2013 | Q1 2023 | 33 |
Vigilant Capital Management, LLC | 28 | 5 | 0.01% | 2.11% | 3.88% | Q2 2013 | Q1 2023 | 33 |
Glassman Wealth Services | 32 | 32 | 0.07% | 0.36% | 1.64% | Q2 2015 | Q1 2023 | 32 |
BAINCO INTERNATIONAL INVESTORS | 32 | 32 | 0.74% | 1.58% | 2.43% | Q1 2013 | Q4 2020 | 32 |
FULTON BREAKEFIELD BROENNIMAN LLC | 32 | 32 | 1.31% | 2.41% | 3.25% | Q2 2015 | Q1 2023 | 32 |
BAHL & GAYNOR INC | 32 | 32 | 0.02% | 0.54% | 1.19% | Q2 2015 | Q1 2023 | 32 |
KANAWHA CAPITAL MANAGEMENT LLC | 32 | 32 | 0.04% | 0.07% | 0.09% | Q2 2015 | Q1 2023 | 32 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.16% | 0.47% | 0.93% | Q2 2015 | Q1 2023 | 32 |
PERRITT CAPITAL MANAGEMENT INC | 32 | 32 | 0.08% | 0.32% | 0.62% | Q2 2015 | Q1 2023 | 32 |
BANK OF NOVA SCOTIA TRUST CO | 32 | 32 | 0.03% | 0.26% | 0.62% | Q2 2015 | Q1 2023 | 32 |
Benin Management CORP | 23 | 9 | 0.12% | 0.17% | 0.22% | Q1 2015 | Q1 2023 | 32 |
Maryland Capital Management | 32 | 32 | 0.05% | 2.70% | 4.44% | Q4 2014 | Q3 2022 | 32 |
BRIGHTON JONES LLC | 24 | 8 | 0.05% | 0.15% | 0.49% | Q4 2014 | Q1 2023 | 32 |
Liberty Capital Management, Inc. | 22 | 10 | 0.16% | 1.70% | 2.76% | Q1 2015 | Q1 2023 | 32 |
HM Capital Management, LLC | 32 | 32 | 0.34% | 0.79% | 2.15% | Q4 2014 | Q3 2022 | 32 |
ALPS ADVISORS INC | 19 | 1 | 0.00% | 0.02% | 0.21% | Q3 2013 | Q1 2023 | 32 |
KINGS POINT CAPITAL MANAGEMENT | 32 | 32 | 0.01% | 0.17% | 1.40% | Q2 2014 | Q1 2022 | 32 |
L & S Advisors Inc | 28 | 4 | 0.12% | 1.04% | 1.84% | Q1 2015 | Q1 2023 | 32 |
Penobscot Investment Management Company, Inc. | 32 | 32 | 0.12% | 1.00% | 1.97% | Q2 2015 | Q1 2023 | 32 |
Choate Investment Advisors | 29 | 3 | 0.01% | 0.06% | 0.25% | Q1 2015 | Q1 2023 | 32 |
Endurance Wealth Management, Inc. | 32 | 32 | 0.01% | 0.08% | 0.22% | Q2 2015 | Q1 2023 | 32 |
Simplicity Solutions, LLC | 32 | 32 | 0.03% | 0.38% | 1.05% | Q2 2015 | Q1 2023 | 32 |
DONALDSON CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.12% | 0.33% | 0.51% | Q2 2015 | Q1 2023 | 32 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.01% | 0.27% | 0.88% | Q2 2013 | Q1 2023 | 32 |
Artemis Investment Management LLP | 28 | 4 | 0.03% | 0.70% | 1.98% | Q1 2015 | Q1 2023 | 32 |
Aspen Investment Management Inc | 18 | 14 | 0.13% | 0.22% | 0.45% | Q1 2015 | Q1 2023 | 32 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 32 | 32 | 0.07% | 1.23% | 1.86% | Q2 2015 | Q1 2023 | 32 |
Waldron Private Wealth LLC | 28 | 4 | 0.08% | 0.20% | 0.40% | Q4 2014 | Q1 2023 | 32 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 24 | 1 | 0.05% | 0.08% | 0.18% | Q4 2013 | Q1 2023 | 32 |
S. R. Schill & Associates | 32 | 32 | 0.16% | 0.56% | 1.00% | Q2 2015 | Q1 2023 | 32 |
Pacer Advisors, Inc. | 15 | 1 | 0.01% | 0.50% | 1.44% | Q4 2013 | Q1 2023 | 32 |
NorthRock Partners, LLC | 24 | 4 | 0.12% | 0.26% | 0.78% | Q4 2014 | Q1 2023 | 32 |
Trust Co | 22 | 10 | 0.00% | 0.12% | 0.68% | Q1 2015 | Q1 2023 | 32 |
Patten Group, Inc. | 32 | 32 | 0.03% | 0.52% | 1.16% | Q2 2015 | Q1 2023 | 32 |
Pensionfund Sabic | 18 | 14 | 0.97% | 1.30% | 1.76% | Q1 2015 | Q1 2023 | 32 |
Perpetual Ltd | 31 | 1 | 0.05% | 0.83% | 3.72% | Q1 2013 | Q1 2023 | 32 |
Baird Financial Group, Inc. | 32 | 32 | 0.20% | 0.32% | 0.47% | Q2 2015 | Q1 2023 | 32 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 32 | 32 | 0.25% | 0.56% | 1.30% | Q2 2015 | Q1 2023 | 32 |
DORCHESTER WEALTH MANAGEMENT Co | 32 | 32 | 0.86% | 1.15% | 1.59% | Q2 2015 | Q1 2023 | 32 |
Tredje AP-fonden | 32 | 32 | 0.46% | 1.02% | 1.98% | Q2 2015 | Q1 2023 | 32 |
Pegasus Partners Ltd. | 32 | 32 | 0.32% | 0.95% | 1.68% | Q2 2015 | Q1 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.15% | 0.38% | 0.67% | Q2 2015 | Q1 2023 | 32 |
NS Partners Ltd | 32 | 32 | 1.10% | 2.10% | 3.16% | Q2 2015 | Q1 2023 | 32 |
Glenview Trust Co | 26 | 1 | 0.04% | 0.28% | 0.87% | Q4 2010 | Q1 2023 | 32 |
DELTEC ASSET MANAGEMENT LLC | 31 | 31 | 0.10% | 1.26% | 3.59% | Q3 2015 | Q1 2023 | 31 |
ACG Wealth | 31 | 31 | 0.06% | 0.33% | 0.88% | Q1 2015 | Q3 2022 | 31 |
Stonebridge Capital Advisors LLC | 31 | 31 | 0.08% | 0.65% | 1.39% | Q3 2015 | Q1 2023 | 31 |
Veritas Investment Management LLP | 31 | 31 | 1.24% | 10.05% | 14.34% | Q1 2013 | Q3 2020 | 31 |
Pettee Investors, Inc. | 31 | 31 | 0.24% | 0.54% | 0.95% | Q3 2015 | Q1 2023 | 31 |
OLD SECOND NATIONAL BANK OF AURORA | 31 | 31 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q1 2023 | 31 |
NOVARE CAPITAL MANAGEMENT LLC | 31 | 31 | 0.92% | 1.60% | 2.65% | Q3 2015 | Q1 2023 | 31 |
Strategic Advisors LLC | 29 | 2 | 0.12% | 0.48% | 0.94% | Q2 2015 | Q1 2023 | 31 |
Sivik Global Healthcare LLC | 13 | 1 | 1.05% | 2.88% | 4.52% | Q4 2013 | Q1 2023 | 31 |
Orbimed Advisors | 14 | 3 | 0.10% | 1.17% | 3.86% | Q2 2013 | Q1 2023 | 31 |
Jump Trading, LLC | 8 | 1 | 0.00% | 0.08% | 1.00% | Q3 2013 | Q1 2019 | 31 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 26 | 26 | 0.02% | 0.98% | 2.14% | Q4 2016 | Q1 2023 | 31 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 18 | 2 | 0.04% | 0.63% | 1.79% | Q1 2014 | Q1 2023 | 31 |
HERITAGE INVESTORS MANAGEMENT CORP | 31 | 31 | 0.02% | 0.81% | 1.59% | Q3 2015 | Q1 2023 | 31 |
Redwood Investments, LLC | 18 | 13 | 0.02% | 1.05% | 2.48% | Q4 2014 | Q1 2023 | 31 |
CIBC WORLD MARKETS CORP | 28 | 3 | 0.10% | 0.74% | 1.32% | Q2 2015 | Q1 2023 | 31 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 11 | 0.12% | 0.35% | 0.72% | Q2 2013 | Q1 2023 | 31 |
Cordasco Financial Network | 31 | 31 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q2 2022 | 31 |
Balentine LLC | 19 | 12 | 0.01% | 0.10% | 0.72% | Q1 2015 | Q1 2023 | 31 |
FIRST MIDWEST BANK TRUST DIVISION | 29 | 2 | 0.03% | 0.56% | 1.04% | Q2 2013 | Q4 2021 | 31 |
VONTOBEL ASSET MANAGEMENT INC | 31 | 31 | 1.10% | 3.47% | 6.59% | Q3 2015 | Q1 2023 | 31 |
BRR OpCo, LLC | 31 | 31 | 0.08% | 0.20% | 0.51% | Q1 2015 | Q3 2022 | 31 |
WELCH & FORBES LLC | 31 | 31 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q1 2023 | 31 |
ABNER HERRMAN & BROCK LLC | 28 | 3 | 0.08% | 1.91% | 3.42% | Q2 2013 | Q1 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.34% | 0.74% | 1.08% | Q2 2013 | Q4 2020 | 31 |
D L CARLSON INVESTMENT GROUP INC | 17 | 1 | 0.45% | 1.40% | 2.89% | Q2 2013 | Q1 2023 | 31 |
STALEY CAPITAL ADVISERS INC | 18 | 1 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q1 2023 | 31 |
BANK OF HAWAII | 16 | 4 | 0.02% | 0.15% | 0.40% | Q4 2014 | Q1 2023 | 31 |
PREMIER ASSET MANAGEMENT LLC | 30 | 1 | 0.05% | 1.80% | 3.34% | Q3 2013 | Q4 2022 | 31 |
TCTC Holdings, LLC | 31 | 31 | 0.04% | 0.17% | 0.37% | Q3 2015 | Q1 2023 | 31 |
GLENVIEW STATE BANK TRUST DEPT. | 31 | 31 | 0.14% | 0.23% | 0.34% | Q4 2013 | Q2 2021 | 31 |
Kingfisher Capital LLC | 14 | 1 | 0.10% | 0.34% | 1.02% | Q2 2013 | Q1 2023 | 31 |
CHARTWELL INVESTMENT PARTNERS, LLC | 31 | 31 | 0.06% | 0.62% | 1.49% | Q3 2015 | Q1 2023 | 31 |
HBK Sorce Advisory LLC | 30 | 1 | 0.08% | 0.28% | 0.50% | Q3 2013 | Q1 2023 | 31 |
Capula Management Ltd | 5 | 3 | 0.01% | 0.38% | 1.49% | Q3 2019 | Q1 2023 | 31 |
PARADIGM ASSET MANAGEMENT CO LLC | 30 | 1 | 0.31% | 0.63% | 1.04% | Q4 2014 | Q1 2023 | 31 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q1 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.13% | 0.55% | 0.84% | Q2 2013 | Q4 2020 | 31 |
Kingsview Wealth Management, LLC | 19 | 4 | 0.00% | 0.16% | 0.41% | Q2 2017 | Q1 2023 | 31 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 31 | 31 | 0.05% | 0.69% | 1.34% | Q3 2015 | Q1 2023 | 31 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 4 | 0.34% | 1.02% | 2.28% | Q2 2013 | Q1 2023 | 31 |
Hilltop Holdings Inc. | 28 | 3 | 0.07% | 0.33% | 0.78% | Q2 2015 | Q1 2023 | 31 |
Carnegie Capital Asset Management, LLC | 31 | 31 | 0.04% | 0.22% | 0.83% | Q3 2015 | Q1 2023 | 31 |
GSA CAPITAL PARTNERS LLP | 22 | 1 | 0.01% | 0.13% | 0.30% | Q2 2013 | Q1 2023 | 30 |
Armbruster Capital Management, Inc. | 30 | 30 | 0.11% | 0.15% | 0.18% | Q4 2015 | Q1 2023 | 30 |
PATHSTONE FAMILY OFFICE, LLC | 22 | 1 | 0.00% | 0.18% | 1.87% | Q3 2014 | Q1 2023 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.05% | 0.13% | 0.27% | Q3 2014 | Q4 2021 | 30 |
MCRAE CAPITAL MANAGEMENT INC | 30 | 30 | 0.07% | 0.14% | 0.21% | Q4 2015 | Q1 2023 | 30 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 18 | 12 | 0.47% | 2.08% | 3.84% | Q3 2015 | Q1 2023 | 30 |
Versant Capital Management, Inc | 30 | 30 | 0.06% | 0.09% | 0.12% | Q4 2015 | Q1 2023 | 30 |
C M BIDWELL & ASSOCIATES LTD | 24 | 6 | 0.00% | 0.36% | 1.96% | Q2 2014 | Q1 2023 | 30 |
Asset Dedication, LLC | 30 | 30 | 0.55% | 0.75% | 1.05% | Q4 2015 | Q1 2023 | 30 |
CAMBRIDGE TRUST CO | 29 | 1 | 0.02% | 2.04% | 3.25% | Q3 2015 | Q1 2023 | 30 |
United American Securities Inc. (d/b/a UAS Asset Management) | 20 | 1 | 0.19% | 3.00% | 8.95% | Q1 2014 | Q1 2023 | 30 |
COUNTRY TRUST BANK | 24 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 30 |
Community Bank & Trust, Waco, Texas | 30 | 30 | 0.94% | 1.49% | 2.14% | Q4 2015 | Q1 2023 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2020 | 30 |
CITIZENS FINANCIAL GROUP INC/RI | 30 | 30 | 0.68% | 1.05% | 1.40% | Q4 2015 | Q1 2023 | 30 |
Ashburton (Jersey) Ltd | 30 | 30 | 0.10% | 0.68% | 1.72% | Q4 2015 | Q1 2023 | 30 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 2 | 0.01% | 1.24% | 9.34% | Q2 2013 | Q4 2022 | 30 |
Winch Advisory Services, LLC | 29 | 1 | 0.02% | 0.05% | 0.21% | Q2 2015 | Q1 2023 | 30 |
Proficio Capital Partners LLC | 30 | 30 | 0.02% | 0.15% | 0.33% | Q4 2015 | Q1 2023 | 30 |
SEIZERT CAPITAL PARTNERS, LLC | 30 | 30 | 0.02% | 0.33% | 1.18% | Q2 2013 | Q3 2020 | 30 |
Bristlecone Advisors, LLC | 30 | 30 | 0.09% | 0.50% | 0.78% | Q4 2015 | Q1 2023 | 30 |
Westbourne Investment Advisors, Inc. | 20 | 10 | 0.72% | 0.99% | 1.48% | Q2 2015 | Q1 2023 | 30 |
Sheaff Brock Investment Advisors, LLC | 30 | 30 | 0.26% | 0.52% | 0.86% | Q4 2015 | Q1 2023 | 30 |
Penserra Capital Management LLC | 30 | 30 | 0.00% | 0.66% | 3.39% | Q4 2015 | Q1 2023 | 30 |
Grove Bank & Trust | 30 | 30 | 0.04% | 0.54% | 0.99% | Q4 2015 | Q1 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.17% | 0.20% | 0.26% | Q2 2013 | Q3 2020 | 30 |
Frontier Wealth Management LLC | 30 | 30 | 0.03% | 0.21% | 0.55% | Q1 2015 | Q2 2022 | 30 |
Lenox Wealth Advisors, LLC | 19 | 11 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2022 | 30 |
NICOLET BANKSHARES INC | 30 | 30 | 0.16% | 0.23% | 0.43% | Q4 2015 | Q1 2023 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 30 | 30 | 0.22% | 1.01% | 2.68% | Q4 2015 | Q1 2023 | 30 |
Handelsbanken Fonder AB | 30 | 30 | 0.31% | 2.16% | 3.66% | Q4 2015 | Q1 2023 | 30 |
Zurich Insurance Group Ltd/FI | 30 | 30 | 0.35% | 1.51% | 2.79% | Q4 2015 | Q1 2023 | 30 |
ROOSEVELT INVESTMENT GROUP LLC | 24 | 3 | 0.02% | 1.45% | 2.46% | Q2 2013 | Q3 2022 | 30 |
VAN STRUM & TOWNE INC. | 26 | 4 | 0.12% | 0.19% | 0.25% | Q4 2014 | Q1 2023 | 30 |
DIVIDEND ASSETS CAPITAL, LLC | 17 | 13 | 0.01% | 0.42% | 1.45% | Q3 2014 | Q1 2023 | 30 |
LINCOLN NATIONAL CORP | 30 | 30 | 0.02% | 0.06% | 0.16% | Q4 2015 | Q1 2023 | 30 |
Berkeley Capital Partners, LLC | 30 | 30 | 0.23% | 0.33% | 0.57% | Q4 2015 | Q1 2023 | 30 |
Plancorp, LLC | 26 | 1 | 0.29% | 0.53% | 0.98% | Q4 2013 | Q1 2023 | 30 |
FRG Family Wealth Advisors LLC | 30 | 30 | 0.12% | 0.18% | 0.25% | Q4 2015 | Q1 2023 | 30 |
WESPAC Advisors SoCal, LLC | 30 | 30 | 2.63% | 3.72% | 4.70% | Q4 2015 | Q1 2023 | 30 |
State of Alaska, Department of Revenue | 26 | 1 | 0.04% | 0.52% | 0.95% | Q4 2013 | Q1 2023 | 30 |
Riggs Asset Managment Co. Inc. | 14 | 6 | 0.01% | 0.20% | 2.10% | Q3 2014 | Q1 2023 | 30 |
SAWGRASS ASSET MANAGEMENT LLC | 25 | 5 | 0.84% | 2.13% | 3.70% | Q3 2015 | Q1 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.07% | 0.16% | 0.29% | Q2 2013 | Q3 2020 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.00% | 0.26% | 0.48% | Q2 2013 | Q3 2020 | 30 |
WRAPMANAGER INC | 30 | 30 | 0.77% | 1.04% | 1.28% | Q4 2015 | Q1 2023 | 30 |
CWA Asset Management Group, LLC | 28 | 1 | 0.09% | 0.25% | 0.53% | Q4 2015 | Q1 2023 | 29 |
CORNERCAP INVESTMENT COUNSEL INC | 18 | 1 | 0.02% | 0.59% | 1.91% | Q2 2013 | Q1 2023 | 29 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 24 | 1 | 0.04% | 0.50% | 1.27% | Q2 2015 | Q1 2023 | 29 |
Perigon Wealth Management, LLC | 28 | 1 | 0.02% | 0.10% | 0.18% | Q3 2011 | Q1 2023 | 29 |
Simmons Bank | 29 | 29 | 0.07% | 0.20% | 0.57% | Q1 2016 | Q1 2023 | 29 |
Stonehage Fleming Financial Services Holdings Ltd | 29 | 29 | 0.01% | 0.38% | 6.20% | Q1 2016 | Q1 2023 | 29 |
River Wealth Advisors LLC | 29 | 29 | 0.12% | 0.28% | 0.81% | Q1 2016 | Q1 2023 | 29 |
Ranger Investment Management | 29 | 29 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 29 |
STRALEM & CO INC | 29 | 29 | 0.03% | 2.53% | 3.67% | Q2 2013 | Q2 2020 | 29 |
CHOREO, LLC | 29 | 29 | 0.04% | 0.10% | 0.38% | Q1 2016 | Q1 2023 | 29 |
ASPIRIANT, LLC | 21 | 1 | 0.02% | 0.07% | 0.12% | Q2 2015 | Q1 2023 | 29 |
NewFocus Financial Group, LLC | 29 | 29 | 0.87% | 3.48% | 4.89% | Q4 2013 | Q4 2020 | 29 |
North Star Investment Management Corp. | 15 | 5 | 0.00% | 0.05% | 0.19% | Q4 2014 | Q1 2023 | 29 |
Bellevue Group AG | 29 | 29 | 0.81% | 1.96% | 3.60% | Q1 2016 | Q1 2023 | 29 |
Homrich & Berg | 21 | 8 | 0.02% | 0.10% | 0.20% | Q4 2013 | Q3 2021 | 29 |
BerganKDV Wealth Management, LLC | 29 | 29 | 0.27% | 0.78% | 1.55% | Q1 2016 | Q1 2023 | 29 |
Dana Investment Advisors, Inc. | 29 | 29 | 0.30% | 1.41% | 1.96% | Q1 2016 | Q1 2023 | 29 |
INVERNESS COUNSEL LLC /NY/ | 29 | 29 | 0.05% | 2.31% | 3.79% | Q3 2015 | Q3 2022 | 29 |
TRUE Private Wealth Advisors | 29 | 29 | 0.05% | 0.17% | 0.26% | Q1 2016 | Q1 2023 | 29 |
Jackson, Grant Investment Advisers, Inc. | 24 | 5 | 0.13% | 0.27% | 0.56% | Q4 2015 | Q1 2023 | 29 |
MARSICO CAPITAL MANAGEMENT LLC | 21 | 3 | 0.78% | 3.63% | 6.34% | Q3 2013 | Q1 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.54% | 0.66% | 0.81% | Q4 2013 | Q4 2020 | 29 |
Nippon Life Global Investors Americas, Inc. | 20 | 9 | 0.53% | 1.95% | 4.44% | Q2 2013 | Q1 2023 | 29 |
Caprock Group, LLC | 29 | 29 | 0.16% | 0.40% | 0.64% | Q1 2016 | Q1 2023 | 29 |
NAPLES GLOBAL ADVISORS, LLC | 29 | 29 | 0.10% | 0.57% | 0.81% | Q1 2016 | Q1 2023 | 29 |
Cumberland Partners Ltd | 20 | 9 | 0.06% | 1.62% | 4.04% | Q4 2012 | Q1 2023 | 29 |
IFP Advisors, Inc | 15 | 14 | 0.07% | 0.16% | 0.39% | Q4 2015 | Q1 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.03% | 0.37% | 1.05% | Q4 2013 | Q4 2020 | 29 |
RKL Wealth Management LLC | 29 | 29 | 0.14% | 0.26% | 0.68% | Q1 2016 | Q1 2023 | 29 |
HOLLENCREST CAPITAL MANAGEMENT | 23 | 1 | 0.03% | 0.08% | 0.22% | Q1 2014 | Q1 2023 | 29 |
MORGENS WATERFALL VINTIADIS & CO INC | 26 | 3 | 0.90% | 1.95% | 5.87% | Q4 2015 | Q1 2023 | 29 |
Boston Trust Walden Corp | 29 | 29 | 0.38% | 1.04% | 1.40% | Q1 2016 | Q1 2023 | 29 |
Northside Capital Management, LLC | 29 | 29 | 0.29% | 0.57% | 0.97% | Q1 2016 | Q1 2023 | 29 |
Paradigm Financial Advisors, LLC | 27 | 2 | 0.05% | 0.23% | 0.31% | Q4 2013 | Q4 2021 | 29 |
Krilogy Financial LLC | 16 | 13 | 0.03% | 0.08% | 0.18% | Q3 2015 | Q1 2023 | 29 |
Douglas Lane & Associates, LLC | 29 | 29 | 0.01% | 0.32% | 0.74% | Q1 2016 | Q1 2023 | 29 |
Bell Bank | 29 | 29 | 0.13% | 0.21% | 0.34% | Q1 2016 | Q1 2023 | 29 |
HALLMARK CAPITAL MANAGEMENT INC | 29 | 29 | 0.04% | 0.09% | 0.15% | Q1 2016 | Q1 2023 | 29 |
PARK AVENUE SECURITIES LLC | 24 | 5 | 0.05% | 0.28% | 0.44% | Q4 2015 | Q1 2023 | 29 |
Kiwi Wealth Investments Limited Partnership | 29 | 29 | 0.73% | 1.62% | 2.65% | Q1 2016 | Q1 2023 | 29 |
Harfst & Associates, Inc. | 20 | 8 | 0.07% | 0.29% | 0.73% | Q2 2015 | Q1 2023 | 28 |
BOSTON FAMILY OFFICE LLC | 28 | 28 | 0.03% | 0.07% | 0.16% | Q2 2016 | Q1 2023 | 28 |
1ST SOURCE BANK | 28 | 28 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q1 2023 | 28 |
BRAUN STACEY ASSOCIATES INC | 27 | 1 | 0.01% | 1.12% | 1.71% | Q2 2015 | Q1 2023 | 28 |
GREENLEAF TRUST | 27 | 1 | 0.01% | 0.07% | 0.18% | Q4 2015 | Q1 2023 | 28 |
Montecito Bank & Trust | 19 | 9 | 0.07% | 0.15% | 0.27% | Q3 2015 | Q1 2023 | 28 |
WestEnd Advisors, LLC | 28 | 28 | 1.02% | 2.89% | 5.52% | Q2 2016 | Q1 2023 | 28 |
WADDELL & REED FINANCIAL INC | 21 | 7 | 0.04% | 0.62% | 1.47% | Q2 2013 | Q1 2021 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.15% | 0.43% | 1.17% | Q2 2013 | Q1 2020 | 28 |
PEAPACK GLADSTONE FINANCIAL CORP | 28 | 28 | 0.02% | 0.28% | 0.75% | Q2 2016 | Q1 2023 | 28 |
CHILTON CAPITAL MANAGEMENT LLC | 25 | 3 | 0.00% | 1.40% | 2.30% | Q2 2013 | Q1 2023 | 28 |
Heritage Wealth Advisors | 28 | 28 | 0.28% | 1.13% | 3.08% | Q2 2016 | Q1 2023 | 28 |
ALERUS FINANCIAL NA | 28 | 28 | 0.25% | 0.88% | 1.27% | Q2 2016 | Q1 2023 | 28 |
Rock Springs Capital Management LP | 26 | 2 | 1.56% | 3.71% | 7.09% | Q4 2013 | Q1 2023 | 28 |
Jacobi Capital Management LLC | 28 | 28 | 0.05% | 0.08% | 0.17% | Q2 2016 | Q1 2023 | 28 |
NEW ENGLAND ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2021 | 28 |
OAKBROOK INVESTMENTS LLC | 28 | 28 | 0.06% | 0.64% | 3.08% | Q2 2013 | Q1 2020 | 28 |
SANDERS MORRIS HARRIS LLC | 28 | 28 | 0.07% | 0.16% | 0.54% | Q1 2016 | Q4 2022 | 28 |
GM Advisory Group, Inc. | 26 | 2 | 0.11% | 0.30% | 0.80% | Q4 2013 | Q1 2023 | 28 |
Wealthcare Advisory Partners LLC | 28 | 28 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q1 2023 | 28 |
Barbara Oil Co. | 28 | 28 | 0.56% | 1.84% | 3.19% | Q2 2016 | Q1 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.14% | 0.29% | 0.61% | Q2 2013 | Q1 2020 | 28 |
PIEDMONT INVESTMENT ADVISORS INC | 28 | 28 | 0.14% | 0.85% | 2.21% | Q2 2013 | Q1 2020 | 28 |
Meristem Family Wealth, LLC | 26 | 2 | 0.10% | 0.40% | 2.59% | Q1 2015 | Q1 2022 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.46% | 0.71% | 1.01% | Q1 2016 | Q4 2022 | 28 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 28 | 28 | 0.01% | 1.05% | 2.82% | Q1 2016 | Q4 2022 | 28 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.09% | 0.25% | 0.49% | Q2 2016 | Q1 2023 | 28 |
Thomas J. Herzfeld Advisors, Inc. | 28 | 28 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q1 2023 | 28 |
EXANE DERIVATIVES | 18 | 1 | 0.00% | 0.26% | 2.09% | Q4 2014 | Q1 2022 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.85% | 1.15% | 1.52% | Q2 2016 | Q1 2023 | 28 |
BECKER CAPITAL MANAGEMENT INC | 28 | 28 | 0.01% | 0.10% | 0.22% | Q2 2016 | Q1 2023 | 28 |
Peak Asset Management, LLC | 28 | 28 | 0.12% | 0.22% | 0.36% | Q2 2016 | Q1 2023 | 28 |
Rothschild Capital Partners, LLC | 28 | 28 | 0.42% | 1.93% | 3.52% | Q2 2016 | Q1 2023 | 28 |
West Oak Capital, LLC | 28 | 28 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q1 2023 | 28 |
Freestone Capital Holdings, LLC | 20 | 1 | 0.00% | 0.44% | 1.19% | Q3 2013 | Q1 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.06% | 0.39% | 0.86% | Q2 2013 | Q1 2020 | 28 |
Sharkey, Howes & Javer | 18 | 10 | 0.05% | 0.07% | 0.09% | Q1 2015 | Q1 2023 | 28 |
ZWJ INVESTMENT COUNSEL INC | 26 | 1 | 0.02% | 0.05% | 0.15% | Q1 2015 | Q1 2023 | 28 |
SevenBridge Financial Group, LLC | 28 | 28 | 0.02% | 0.71% | 1.31% | Q2 2016 | Q1 2023 | 28 |
Premier Fund Managers Ltd | 16 | 12 | 1.22% | 2.34% | 3.38% | Q4 2015 | Q1 2023 | 28 |
Reynders McVeigh Capital Management, LLC | 28 | 28 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2023 | 28 |
IMA Wealth, Inc. | 18 | 10 | 0.19% | 0.55% | 0.81% | Q3 2013 | Q1 2023 | 28 |
Calamos Wealth Management LLC | 28 | 28 | 1.06% | 1.47% | 1.99% | Q2 2016 | Q1 2023 | 28 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 11 | 11 | 0.00% | 0.11% | 0.42% | Q2 2015 | Q4 2017 | 28 |
Ancora Advisors, LLC | 28 | 28 | 0.02% | 0.77% | 1.50% | Q2 2016 | Q1 2023 | 28 |
Mechanics Bank Trust Department | 28 | 28 | 0.07% | 0.36% | 0.76% | Q2 2016 | Q1 2023 | 28 |
Ausdal Financial Partners, Inc. | 21 | 7 | 0.07% | 0.17% | 0.26% | Q4 2015 | Q1 2023 | 28 |
INGALLS & SNYDER LLC | 27 | 27 | 0.01% | 0.06% | 0.14% | Q3 2016 | Q1 2023 | 27 |
WEBSTER BANK, N. A. | 26 | 1 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q1 2023 | 27 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 7 | 0.00% | 0.91% | 2.91% | Q2 2014 | Q1 2023 | 27 |
FAYEZ SAROFIM & CO | 27 | 27 | 0.29% | 1.03% | 1.98% | Q3 2016 | Q1 2023 | 27 |
Handelsinvest Investeringsforvaltning | 26 | 1 | 0.16% | 0.46% | 0.89% | Q4 2015 | Q1 2023 | 27 |
IBEX WEALTH ADVISORS | 27 | 27 | 0.95% | 1.88% | 3.19% | Q3 2016 | Q1 2023 | 27 |
Clarius Group, LLC | 20 | 7 | 0.08% | 0.29% | 0.56% | Q4 2015 | Q1 2023 | 27 |
CIM INVESTMENT MANAGEMENT INC | 24 | 1 | 0.22% | 0.51% | 0.81% | Q2 2013 | Q1 2023 | 27 |
Roble, Belko & Company, Inc | 27 | 27 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2023 | 27 |
M Holdings Securities, Inc. | 20 | 1 | 0.16% | 0.26% | 0.44% | Q4 2013 | Q1 2023 | 27 |
CMT Asset Management Ltd | 5 | 1 | 0.01% | 0.33% | 1.33% | Q4 2012 | Q3 2017 | 27 |
CASTLEARK MANAGEMENT LLC | 18 | 1 | 0.49% | 1.46% | 2.50% | Q2 2013 | Q1 2023 | 27 |
Cetera Investment Advisers | 27 | 27 | 0.12% | 0.27% | 0.43% | Q3 2016 | Q1 2023 | 27 |
BIRINYI ASSOCIATES INC | 27 | 27 | 0.15% | 0.32% | 1.46% | Q3 2016 | Q1 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.19% | 0.27% | 0.35% | Q2 2013 | Q4 2019 | 27 |
WASHINGTON TRUST Co | 13 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 27 |
RB Capital Management, LLC | 26 | 26 | 0.00% | 0.45% | 0.89% | Q4 2016 | Q1 2023 | 27 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 27 | 27 | 0.02% | 0.29% | 0.63% | Q3 2016 | Q1 2023 | 27 |
Field & Main Bank | 12 | 4 | 2.06% | 2.50% | 3.07% | Q4 2013 | Q1 2023 | 27 |
Darwin Wealth Management, LLC | 17 | 10 | 0.11% | 0.28% | 1.00% | Q2 2016 | Q1 2023 | 27 |
FRANKLIN STREET ADVISORS INC /NC | 24 | 1 | 0.00% | 0.07% | 0.11% | Q4 2014 | Q1 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.05% | 0.48% | 1.11% | Q2 2016 | Q4 2022 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.08% | 0.33% | 0.56% | Q3 2013 | Q2 2020 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.43% | 0.88% | 1.51% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Miracle Mile Advisors, LLC | 21 | 1 | 0.02% | 0.10% | 0.28% | Q3 2014 | Q1 2023 | 27 |
Legacy Capital Partners, Inc. | 27 | 27 | 0.15% | 0.99% | 1.36% | Q3 2015 | Q1 2022 | 27 |
M&R CAPITAL MANAGEMENT INC | 27 | 27 | 0.00% | 0.31% | 0.80% | Q3 2016 | Q1 2023 | 27 |
Locust Wood Capital Advisers | 14 | 14 | 0.03% | 1.19% | 2.54% | Q4 2019 | Q1 2023 | 27 |
EXENCIAL WEALTH ADVISORS, LLC | 23 | 1 | 0.01% | 0.38% | 1.32% | Q1 2013 | Q1 2023 | 27 |
Laurel Wealth Advisors, Inc. | 18 | 9 | 0.13% | 0.20% | 0.36% | Q4 2015 | Q4 2022 | 27 |
Markel Corporation | 27 | 27 | 1.34% | 2.20% | 2.98% | Q2 2013 | Q4 2019 | 27 |
WealthPLAN Partners, LLC | 19 | 1 | 0.01% | 0.08% | 0.21% | Q1 2015 | Q1 2023 | 27 |
NAVELLIER & ASSOCIATES INC | 25 | 2 | 0.07% | 0.23% | 0.58% | Q1 2015 | Q1 2023 | 27 |
CCM INVESTMENT ADVISERS LLC | 27 | 27 | 1.45% | 2.01% | 2.63% | Q3 2016 | Q1 2023 | 27 |
1834 INVESTMENT ADVISORS CO | 24 | 3 | 0.04% | 1.08% | 1.74% | Q2 2013 | Q1 2023 | 27 |
Pointe Capital Management LLC | 24 | 1 | 0.10% | 0.47% | 0.76% | Q1 2015 | Q1 2023 | 27 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 17 | 2 | 0.18% | 0.44% | 0.96% | Q4 2014 | Q1 2023 | 27 |
Ninety One SA (PTY) Ltd | 27 | 27 | 0.58% | 1.97% | 4.10% | Q3 2016 | Q1 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.04% | 0.08% | 0.19% | Q2 2013 | Q4 2019 | 27 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.09% | 0.34% | Q1 2016 | Q4 2022 | 27 |
BTC Capital Management, Inc. | 27 | 27 | 0.41% | 0.75% | 1.19% | Q3 2016 | Q1 2023 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.46% | 0.76% | 1.00% | Q1 2013 | Q3 2019 | 27 |
Transform Wealth, LLC | 23 | 4 | 0.35% | 1.40% | 2.13% | Q2 2016 | Q1 2023 | 27 |
Private Advisory Group LLC | 26 | 26 | 0.12% | 1.30% | 1.89% | Q4 2016 | Q1 2023 | 26 |
Baystate Wealth Management LLC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q1 2023 | 26 |
Occidental Asset Management, LLC | 24 | 2 | 0.12% | 0.44% | 0.92% | Q2 2016 | Q1 2023 | 26 |
Cerity Partners LLC | 26 | 26 | 0.20% | 0.55% | 1.29% | Q4 2016 | Q1 2023 | 26 |
Thomasville National Bank | 25 | 1 | 0.03% | 0.07% | 0.09% | Q1 2015 | Q1 2023 | 26 |
Sculptor Capital LP | 7 | 1 | 0.01% | 0.56% | 2.09% | Q2 2013 | Q1 2023 | 26 |
LETKO, BROSSEAU & ASSOCIATES INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2021 | 26 |
ANCHOR CAPITAL ADVISORS LLC | 16 | 10 | 0.01% | 0.12% | 0.60% | Q2 2013 | Q1 2023 | 26 |
Harvest Fund Management Co., Ltd | 26 | 26 | 0.05% | 0.22% | 0.88% | Q4 2016 | Q1 2023 | 26 |
First Command Financial Services, Inc. | 26 | 26 | 0.01% | 0.07% | 0.11% | Q4 2016 | Q1 2023 | 26 |
First Command Bank | 26 | 26 | 0.04% | 0.08% | 0.11% | Q4 2016 | Q1 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 26 | 26 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q1 2023 | 26 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 22 | 1 | 0.27% | 0.36% | 0.43% | Q3 2014 | Q1 2023 | 26 |
Russell Investments Group, Ltd. | 26 | 26 | 0.61% | 0.89% | 1.35% | Q4 2016 | Q1 2023 | 26 |
Sustainable Growth Advisers, LP | 26 | 26 | 1.62% | 2.72% | 4.15% | Q4 2016 | Q1 2023 | 26 |
IHT Wealth Management, LLC | 26 | 26 | 0.00% | 0.14% | 0.30% | Q4 2016 | Q1 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 26 | 26 | 0.21% | 0.28% | 0.36% | Q4 2016 | Q1 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.03% | 0.16% | 0.29% | Q2 2013 | Q3 2019 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.14% | 0.24% | 0.50% | Q4 2016 | Q1 2023 | 26 |
JT Stratford LLC | 26 | 26 | 0.24% | 0.85% | 1.46% | Q4 2016 | Q1 2023 | 26 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.67% | 1.22% | Q1 2013 | Q1 2019 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.30% | 0.88% | 1.39% | Q4 2016 | Q1 2023 | 26 |
Dai-Ichi Life Insurance Company, Ltd | 26 | 26 | 0.42% | 0.73% | 1.37% | Q4 2016 | Q1 2023 | 26 |
FIRST MERCANTILE TRUST CO | 15 | 11 | 0.00% | 0.34% | 0.68% | Q2 2013 | Q3 2021 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.47% | 0.74% | 0.94% | Q2 2013 | Q3 2019 | 26 |
Nicholas Hoffman & Company, LLC. | 13 | 1 | 0.04% | 0.14% | 0.27% | Q2 2016 | Q1 2023 | 26 |
MONTAG & CALDWELL, LLC | 26 | 26 | 3.58% | 4.42% | 5.15% | Q4 2016 | Q1 2023 | 26 |
WEALTHSOURCE PARTNERS, LLC | 22 | 4 | 0.05% | 0.19% | 0.29% | Q1 2016 | Q1 2023 | 26 |
Clearstead Advisors, LLC | 26 | 26 | 0.19% | 0.33% | 0.62% | Q4 2016 | Q1 2023 | 26 |
CIGNA INVESTMENTS INC /NEW | 26 | 26 | 0.44% | 0.84% | 1.29% | Q4 2016 | Q1 2023 | 26 |
Cornerstone Advisory, LLC | 26 | 26 | 0.06% | 0.16% | 0.32% | Q4 2016 | Q1 2023 | 26 |
VIKING FUND MANAGEMENT LLC | 26 | 26 | 0.06% | 0.29% | 0.53% | Q4 2016 | Q1 2023 | 26 |
Foyston, Gordon, & Payne Inc | 26 | 26 | 0.29% | 3.59% | 5.26% | Q4 2016 | Q1 2023 | 26 |
Capital Asset Advisory Services LLC | 26 | 26 | 0.14% | 0.27% | 0.47% | Q4 2016 | Q1 2023 | 26 |
Alpha Omega Wealth Management LLC | 26 | 26 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2023 | 26 |
Integrated Investment Consultants, LLC | 18 | 1 | 0.06% | 0.16% | 0.28% | Q1 2016 | Q4 2022 | 26 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2018 | 26 |
LINCOLN CAPITAL CORP | 26 | 26 | 0.50% | 2.60% | 6.45% | Q4 2016 | Q1 2023 | 26 |
MUHLENKAMP & CO INC | 11 | 4 | 1.09% | 3.95% | 6.62% | Q1 2016 | Q4 2022 | 26 |
PALLADIUM PARTNERS LLC | 23 | 1 | 0.00% | 0.72% | 1.21% | Q2 2013 | Q1 2022 | 26 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 25 | 1 | 0.00% | 0.18% | 0.36% | Q2 2013 | Q2 2020 | 26 |
SMITH, MOORE & CO. | 23 | 3 | 0.09% | 0.19% | 0.35% | Q2 2016 | Q1 2023 | 26 |
WEDGEWOOD INVESTORS INC /PA/ | 26 | 26 | 0.19% | 0.50% | 0.86% | Q4 2016 | Q1 2023 | 26 |
Abbrea Capital, LLC | 26 | 26 | 0.18% | 0.33% | 0.67% | Q4 2016 | Q1 2023 | 26 |
Farmers & Merchants Trust Co of Chambersburg PA | 26 | 26 | 0.04% | 0.11% | 0.28% | Q4 2016 | Q1 2023 | 26 |
Meridian Wealth Management, LLC | 26 | 26 | 0.90% | 1.69% | 2.66% | Q4 2016 | Q1 2023 | 26 |
Capital International, Inc./CA/ | 26 | 26 | 0.11% | 0.61% | 1.12% | Q4 2016 | Q1 2023 | 26 |
CAMDEN NATIONAL BANK | 26 | 26 | 0.07% | 0.13% | 0.21% | Q4 2016 | Q1 2023 | 26 |
ROPES WEALTH ADVISORS LLC | 19 | 7 | 0.00% | 0.09% | 0.23% | Q3 2015 | Q1 2023 | 26 |
Empire Life Investments Inc. | 26 | 26 | 0.28% | 0.45% | 0.64% | Q4 2016 | Q1 2023 | 26 |
ZEKE CAPITAL ADVISORS, LLC | 19 | 1 | 0.01% | 0.31% | 0.63% | Q1 2015 | Q4 2022 | 26 |
Elgethun Capital Management | 26 | 26 | 0.75% | 1.30% | 2.15% | Q4 2016 | Q1 2023 | 26 |
Avantax Planning Partners, Inc. | 26 | 26 | 0.05% | 0.09% | 0.14% | Q4 2016 | Q1 2023 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 0.34% | 0.50% | 0.84% | Q2 2013 | Q3 2019 | 26 |
Moloney Securities Asset Management, LLC | 26 | 26 | 0.54% | 0.92% | 1.38% | Q4 2016 | Q1 2023 | 26 |
Summit Global Investments | 26 | 26 | 0.02% | 0.83% | 2.17% | Q4 2016 | Q1 2023 | 26 |
NewEdge Advisors, LLC | 26 | 26 | 0.17% | 0.43% | 1.20% | Q4 2016 | Q1 2023 | 26 |
TIEDEMANN ADVISORS, LLC | 26 | 26 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q1 2023 | 26 |
Swedbank | 25 | 1 | 1.48% | 2.08% | 3.48% | Q1 2014 | Q4 2020 | 26 |
IFM Investors Pty Ltd | 26 | 26 | 0.80% | 1.06% | 1.52% | Q4 2016 | Q1 2023 | 26 |
GQG Partners LLC | 26 | 26 | 1.03% | 4.43% | 7.14% | Q4 2016 | Q1 2023 | 26 |
Clearstead Trust, LLC | 26 | 26 | 1.67% | 2.27% | 3.58% | Q4 2016 | Q1 2023 | 26 |
Drexel Morgan & Co. | 26 | 26 | 0.11% | 0.29% | 0.44% | Q4 2014 | Q1 2021 | 26 |
Independent Advisor Alliance | 26 | 26 | 0.21% | 0.80% | 1.55% | Q4 2016 | Q1 2023 | 26 |
AUA CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.07% | 0.11% | 0.19% | Q4 2016 | Q1 2023 | 26 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.13% | 0.67% | Q2 2014 | Q1 2023 | 26 |
SIGNET FINANCIAL MANAGEMENT, LLC | 13 | 4 | 0.05% | 0.11% | 0.19% | Q4 2014 | Q1 2023 | 26 |
BANK PICTET & CIE (ASIA) LTD | 24 | 2 | 0.26% | 1.21% | 1.98% | Q1 2015 | Q1 2023 | 26 |
Liberty Mutual Group Asset Management Inc. | 26 | 26 | 0.02% | 0.22% | 0.46% | Q2 2013 | Q3 2019 | 26 |
Spectrum Management Group, LLC | 11 | 2 | 0.00% | 0.22% | 1.78% | Q4 2013 | Q3 2022 | 26 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.02% | 0.27% | 0.71% | Q4 2014 | Q1 2023 | 26 |
Formidable Asset Management, LLC | 12 | 1 | 0.00% | 0.13% | 0.21% | Q3 2013 | Q1 2023 | 26 |
FRONT BARNETT ASSOCIATES LLC | 26 | 26 | 0.04% | 1.01% | 2.95% | Q4 2016 | Q1 2023 | 26 |
Circle Wealth Management, LLC | 26 | 26 | 0.05% | 0.20% | 0.42% | Q4 2016 | Q1 2023 | 26 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 25 | 1 | 0.07% | 0.12% | 0.60% | Q1 2014 | Q1 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.31% | 0.96% | 1.72% | Q2 2013 | Q3 2019 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.06% | 0.75% | 1.69% | Q2 2013 | Q3 2019 | 26 |
Blue Fin Capital, Inc. | 25 | 25 | 0.13% | 1.61% | 2.69% | Q1 2017 | Q1 2023 | 25 |
Morse Asset Management, Inc | 25 | 25 | 0.69% | 2.06% | 4.29% | Q1 2017 | Q1 2023 | 25 |
CHURCHILL MANAGEMENT Corp | 18 | 7 | 0.02% | 0.22% | 0.43% | Q4 2014 | Q1 2023 | 25 |
NBW CAPITAL LLC | 25 | 25 | 0.56% | 1.22% | 2.08% | Q1 2017 | Q1 2023 | 25 |
Pacific Center for Financial Services | 24 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2023 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 25 | 25 | 0.30% | 0.64% | 1.00% | Q1 2017 | Q1 2023 | 25 |
Itau Unibanco Holding S.A. | 17 | 8 | 0.00% | 0.10% | 0.59% | Q3 2016 | Q1 2023 | 25 |
Global Retirement Partners, LLC | 20 | 5 | 0.11% | 0.40% | 0.55% | Q4 2016 | Q1 2023 | 25 |
CRAWFORD INVESTMENT COUNSEL INC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q1 2023 | 25 |
Sunbelt Securities, Inc. | 24 | 1 | 0.14% | 0.41% | 0.61% | Q4 2016 | Q1 2023 | 25 |
RPg Family Wealth Advisory, LLC | 21 | 4 | 0.01% | 0.18% | 3.94% | Q4 2015 | Q1 2022 | 25 |
Aureus Asset Management, LLC | 21 | 1 | 0.04% | 1.23% | 3.59% | Q4 2015 | Q1 2023 | 25 |
First Long Island Investors, LLC | 25 | 25 | 0.62% | 3.07% | 6.54% | Q1 2017 | Q1 2023 | 25 |
Mount Yale Investment Advisors, LLC | 21 | 21 | 0.00% | 0.61% | 1.76% | Q1 2018 | Q1 2023 | 25 |
BRINKER CAPITAL INC | 19 | 6 | 0.04% | 0.26% | 0.69% | Q1 2014 | Q2 2020 | 25 |
Capital Planning Advisors, LLC | 25 | 25 | 0.16% | 1.11% | 1.88% | Q1 2017 | Q1 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.80% | 2.41% | 3.69% | Q1 2016 | Q1 2022 | 25 |
STEWART & PATTEN CO LLC | 25 | 25 | 0.09% | 1.90% | 3.69% | Q1 2017 | Q1 2023 | 25 |
CHASE INVESTMENT COUNSEL CORP | 13 | 12 | 0.12% | 2.30% | 4.32% | Q2 2016 | Q4 2022 | 25 |
British Airways Pensions Investment Management Ltd | 25 | 25 | 0.49% | 1.13% | 2.04% | Q1 2015 | Q1 2021 | 25 |
STEVENS CAPITAL MANAGEMENT LP | 12 | 1 | 0.21% | 0.61% | 1.55% | Q3 2013 | Q1 2023 | 25 |
Regal Wealth Group, Inc. | 25 | 25 | 0.09% | 0.20% | 0.38% | Q1 2017 | Q1 2023 | 25 |
Appaloosa LP | 25 | 25 | 0.39% | 2.16% | 5.90% | Q1 2017 | Q1 2023 | 25 |
BBVA USA Bancshares, Inc. | 23 | 1 | 0.01% | 0.33% | 0.49% | Q2 2013 | Q1 2021 | 25 |
Hanson & Doremus Investment Management | 25 | 25 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q1 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q4 2022 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.11% | 0.38% | 1.08% | Q2 2013 | Q2 2019 | 25 |
PICTET BANK & TRUST Ltd | 24 | 1 | 0.14% | 2.51% | 4.33% | Q3 2015 | Q1 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.04% | 0.20% | 0.52% | Q2 2013 | Q2 2019 | 25 |
HENNESSY ADVISORS INC | 15 | 4 | 0.04% | 0.14% | 0.22% | Q2 2013 | Q4 2021 | 25 |
Redmile Group, LLC | 16 | 1 | 0.01% | 0.74% | 1.69% | Q1 2013 | Q1 2022 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.15% | 0.19% | 0.24% | Q2 2013 | Q2 2019 | 25 |
Mint Tower Capital Management B.V. | 6 | 3 | 0.00% | 0.21% | 0.66% | Q1 2018 | Q4 2022 | 25 |
RNC CAPITAL MANAGEMENT LLC | 25 | 25 | 0.02% | 0.26% | 0.52% | Q1 2017 | Q1 2023 | 25 |
Aviance Capital Partners, LLC | 20 | 5 | 0.05% | 0.12% | 0.40% | Q1 2014 | Q1 2023 | 25 |
V Wealth Advisors LLC | 25 | 25 | 0.13% | 0.36% | 1.20% | Q1 2017 | Q1 2023 | 25 |
UNIVEST FINANCIAL Corp | 14 | 1 | 0.07% | 0.43% | 1.92% | Q1 2015 | Q1 2023 | 25 |
Capital International Investors | 25 | 25 | 0.15% | 1.75% | 2.63% | Q1 2017 | Q1 2023 | 25 |
HMS Capital Management, LLC | 20 | 20 | 0.03% | 0.62% | 1.53% | Q2 2018 | Q1 2023 | 25 |
AJO, LP | 24 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2019 | 25 |
Fiduciary Group LLC | 24 | 1 | 0.05% | 0.14% | 0.25% | Q2 2015 | Q1 2023 | 25 |
Covenant Asset Management, LLC | 25 | 25 | 0.59% | 1.02% | 1.53% | Q1 2017 | Q1 2023 | 25 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 25 | 25 | 0.69% | 0.80% | 1.00% | Q1 2017 | Q1 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.11% | 0.43% | 0.93% | Q3 2016 | Q3 2022 | 25 |
Baker Avenue Asset Management, LP | 25 | 25 | 0.04% | 0.16% | 0.36% | Q1 2017 | Q1 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.10% | 0.16% | 0.28% | Q4 2015 | Q4 2021 | 25 |
LEVEL FOUR ADVISORY SERVICES, LLC | 25 | 25 | 0.37% | 0.69% | 1.25% | Q4 2016 | Q4 2022 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.83% | 1.24% | 1.87% | Q4 2016 | Q4 2022 | 25 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 21 | 1 | 0.05% | 0.09% | 0.13% | Q2 2016 | Q1 2023 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.11% | 0.28% | 0.49% | Q1 2017 | Q1 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q2 2019 | 25 |
SECTORAL ASSET MANAGEMENT INC | 14 | 4 | 0.63% | 1.68% | 3.72% | Q3 2015 | Q1 2023 | 25 |
CYPRESS CAPITAL MANAGEMENT LLC | 25 | 25 | 0.06% | 1.00% | 2.32% | Q3 2016 | Q3 2022 | 25 |
MOODY LYNN & LIEBERSON, LLC | 25 | 25 | 0.03% | 0.28% | 0.64% | Q1 2017 | Q1 2023 | 25 |
DELTA ASSET MANAGEMENT LLC/TN | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 25 |
FARMERS TRUST CO | 23 | 1 | 0.07% | 0.17% | 0.85% | Q4 2015 | Q1 2023 | 25 |
Winfield Associates, Inc. | 16 | 9 | 0.01% | 0.10% | 0.23% | Q1 2014 | Q1 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.08% | 0.69% | Q3 2015 | Q3 2021 | 25 |
Regal Investment Advisors LLC | 8 | 1 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q1 2023 | 25 |
Heritage Trust Co | 25 | 25 | 0.20% | 1.29% | 2.19% | Q1 2017 | Q1 2023 | 25 |
FORT, L.P. | 20 | 5 | 0.03% | 1.39% | 6.94% | Q4 2014 | Q1 2023 | 25 |
LMR Partners LLP | 16 | 1 | 0.01% | 0.52% | 3.68% | Q3 2014 | Q3 2022 | 24 |
RELIANCE TRUST CO OF DELAWARE | 24 | 24 | 0.61% | 0.93% | 1.25% | Q2 2013 | Q1 2019 | 24 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 24 | 24 | 0.04% | 0.88% | 1.30% | Q2 2017 | Q1 2023 | 24 |
SRS Capital Advisors, Inc. | 9 | 7 | 0.05% | 0.12% | 0.27% | Q4 2016 | Q1 2023 | 24 |
Lee Financial Co | 24 | 24 | 0.00% | 0.35% | 0.58% | Q2 2017 | Q1 2023 | 24 |
DE BURLO GROUP INC | 24 | 24 | 0.10% | 1.58% | 5.50% | Q2 2017 | Q1 2023 | 24 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13 | 11 | 0.01% | 0.82% | 2.29% | Q1 2017 | Q1 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.09% | 0.14% | 0.24% | Q1 2016 | Q4 2021 | 24 |
WealthTrust Axiom LLC | 24 | 24 | 0.08% | 0.17% | 0.32% | Q2 2017 | Q1 2023 | 24 |
Fernwood Investment Management, LLC | 24 | 24 | 0.14% | 0.19% | 0.28% | Q2 2017 | Q1 2023 | 24 |
MPS Loria Financial Planners, LLC | 24 | 24 | 0.84% | 1.20% | 1.64% | Q2 2017 | Q1 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.22% | 0.57% | 1.12% | Q2 2013 | Q1 2019 | 24 |
Marietta Wealth Management, LLC | 23 | 1 | 0.12% | 0.87% | 1.61% | Q4 2016 | Q1 2023 | 24 |
Intellectus Partners, LLC | 13 | 11 | 0.00% | 0.19% | 0.33% | Q4 2016 | Q1 2023 | 24 |
Van Hulzen Asset Management, LLC | 22 | 2 | 0.06% | 0.19% | 0.33% | Q2 2016 | Q1 2023 | 24 |
Gs Investments, Inc. | 24 | 24 | 0.06% | 2.13% | 5.09% | Q2 2017 | Q1 2023 | 24 |
Edgestream Partners, L.P. | 14 | 1 | 0.03% | 0.73% | 1.94% | Q1 2015 | Q1 2023 | 24 |
Achmea Investment Management B.V. | 19 | 5 | 0.70% | 1.26% | 3.17% | Q1 2017 | Q1 2023 | 24 |
Johanson Financial Advisors, Inc. | 20 | 4 | 0.55% | 1.39% | 2.30% | Q4 2015 | Q4 2021 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q1 2019 | 24 |
Crossmark Global Holdings, Inc. | 23 | 1 | 0.26% | 0.37% | 0.57% | Q3 2016 | Q1 2023 | 24 |
Sowell Financial Services LLC | 10 | 4 | 0.08% | 0.38% | 0.76% | Q4 2016 | Q1 2023 | 24 |
Camelot Portfolios, LLC | 22 | 2 | 0.13% | 0.22% | 0.43% | Q1 2017 | Q1 2023 | 24 |
Tesco Pension Investment Ltd | 24 | 24 | 2.87% | 3.94% | 5.35% | Q3 2016 | Q2 2022 | 24 |
Buffington Mohr McNeal | 24 | 24 | 0.18% | 0.26% | 0.39% | Q2 2017 | Q1 2023 | 24 |
COMPTON CAPITAL MANAGEMENT INC /RI | 24 | 24 | 0.09% | 0.59% | 1.68% | Q2 2017 | Q1 2023 | 24 |
ETF Portfolio Partners, Inc. | 24 | 24 | 0.13% | 0.17% | 0.19% | Q2 2017 | Q1 2023 | 24 |
BDO Wealth Advisors, LLC | 24 | 24 | 0.02% | 0.14% | 0.27% | Q2 2017 | Q1 2023 | 24 |
Centre Asset Management, LLC | 8 | 3 | 0.09% | 1.49% | 3.98% | Q3 2014 | Q1 2023 | 24 |
Trexquant Investment LP | 10 | 1 | 0.06% | 0.31% | 1.05% | Q4 2014 | Q1 2023 | 24 |
Highland Private Wealth Management | 24 | 24 | 0.23% | 0.31% | 0.50% | Q4 2016 | Q3 2022 | 24 |
Main Street Research LLC | 13 | 2 | 0.02% | 1.58% | 3.38% | Q3 2015 | Q1 2023 | 24 |
Maple Capital Management, Inc. | 21 | 3 | 1.37% | 2.54% | 4.58% | Q2 2013 | Q1 2023 | 24 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 7 | 2 | 0.00% | 0.67% | 1.82% | Q2 2013 | Q1 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.12% | 0.86% | 1.67% | Q2 2013 | Q1 2019 | 24 |
Patriot Financial Group Insurance Agency, LLC | 18 | 6 | 0.01% | 0.13% | 0.25% | Q4 2016 | Q1 2023 | 24 |
CapWealth Advisors, LLC | 14 | 10 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 24 |
Nelson Capital Management, LLC | 20 | 4 | 1.32% | 2.41% | 3.34% | Q1 2015 | Q1 2023 | 24 |
FOUNDERS FINANCIAL SECURITIES LLC | 24 | 24 | 0.08% | 0.28% | 0.55% | Q2 2017 | Q1 2023 | 24 |
Laffer Tengler Investments | 12 | 12 | 0.08% | 0.75% | 1.51% | Q2 2016 | Q1 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.10% | 0.29% | 0.71% | Q2 2017 | Q1 2023 | 24 |
Benson Investment Management Company, Inc. | 24 | 24 | 2.14% | 2.56% | 3.11% | Q2 2017 | Q1 2023 | 24 |
COLDSTREAM CAPITAL MANAGEMENT INC | 22 | 2 | 0.03% | 0.28% | 0.40% | Q1 2017 | Q1 2023 | 24 |
Baldwin Investment Management, LLC | 20 | 4 | 0.08% | 0.17% | 0.26% | Q4 2014 | Q1 2023 | 24 |
AMICA MUTUAL INSURANCE CO | 13 | 11 | 0.44% | 1.09% | 2.04% | Q2 2014 | Q1 2023 | 24 |
HealthCor Management, L.P. | 17 | 1 | 0.06% | 2.67% | 6.38% | Q2 2014 | Q3 2022 | 24 |
Crossvault Capital Management LLC | 24 | 24 | 0.10% | 3.07% | 4.46% | Q4 2013 | Q3 2019 | 24 |
HighPoint Advisor Group LLC | 23 | 1 | 0.15% | 0.43% | 0.89% | Q1 2016 | Q2 2022 | 24 |
Baltimore-Washington Financial Advisors, Inc. | 21 | 1 | 0.00% | 1.35% | 2.40% | Q1 2014 | Q1 2023 | 24 |
Lone Pine Capital | 24 | 24 | 1.61% | 4.63% | 6.83% | Q2 2017 | Q1 2023 | 24 |
Sequoia Financial Advisors, LLC | 24 | 24 | 0.03% | 0.07% | 0.17% | Q2 2017 | Q1 2023 | 24 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.05% | 0.26% | 0.59% | Q4 2015 | Q1 2023 | 24 |
Decatur Capital Management, Inc. | 24 | 24 | 1.68% | 2.20% | 2.97% | Q2 2017 | Q1 2023 | 24 |
C WorldWide Group Holding A/S | 24 | 24 | 0.01% | 0.50% | 0.92% | Q3 2014 | Q2 2020 | 24 |
Family Legacy, Inc. | 22 | 2 | 1.16% | 1.46% | 1.97% | Q1 2017 | Q1 2023 | 24 |
Personal Capital Advisors Corp | 24 | 24 | 0.42% | 0.52% | 0.65% | Q1 2017 | Q4 2022 | 24 |
TIAA, FSB | 24 | 24 | 0.12% | 0.21% | 0.33% | Q2 2017 | Q1 2023 | 24 |
Legg Mason Asset Management (Japan) Co., Ltd. | 24 | 24 | 0.52% | 1.04% | 1.63% | Q2 2013 | Q1 2019 | 24 |
EAGLE GLOBAL ADVISORS LLC | 16 | 8 | 0.01% | 0.64% | 1.47% | Q4 2016 | Q1 2023 | 24 |
Summit X, LLC | 24 | 24 | 0.50% | 0.73% | 0.95% | Q2 2017 | Q1 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.26% | 0.40% | 0.73% | Q2 2013 | Q1 2019 | 24 |
Amica Retiree Medical Trust | 13 | 11 | 0.44% | 1.15% | 2.33% | Q2 2014 | Q1 2023 | 24 |
Valeo Financial Advisors, LLC | 23 | 23 | 0.04% | 0.16% | 0.30% | Q3 2017 | Q1 2023 | 24 |
ALLSTATE CORP | 20 | 4 | 0.01% | 0.40% | 0.72% | Q3 2016 | Q1 2023 | 24 |
EDGAR LOMAX CO/VA | 15 | 9 | 1.06% | 3.60% | 5.20% | Q2 2013 | Q1 2023 | 24 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 24 | 24 | 0.08% | 0.15% | 0.25% | Q2 2017 | Q1 2023 | 24 |
Advisors Capital Management, LLC | 24 | 24 | 0.02% | 0.13% | 0.78% | Q2 2017 | Q1 2023 | 24 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 18 | 6 | 0.00% | 0.24% | 0.86% | Q2 2015 | Q1 2023 | 24 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 1 | 0.10% | 0.41% | 0.64% | Q3 2006 | Q1 2019 | 24 |
Chicago Partners Investment Group LLC | 14 | 1 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q1 2023 | 23 |
Westside Investment Management, Inc. | 13 | 1 | 0.00% | 0.11% | 0.33% | Q4 2016 | Q1 2023 | 23 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 22 | 1 | 0.50% | 2.00% | 2.54% | Q2 2013 | Q1 2023 | 23 |
AEGON ASSET MANAGEMENT UK PLC | 12 | 3 | 0.06% | 0.09% | 0.12% | Q1 2015 | Q1 2023 | 23 |
Kessler Investment Group, LLC | 23 | 23 | 0.01% | 0.11% | 0.36% | Q3 2017 | Q1 2023 | 23 |
ROCKLAND TRUST CO | 22 | 1 | 0.02% | 0.82% | 2.26% | Q2 2016 | Q1 2023 | 23 |
Fortis Advisors, LLC | 23 | 23 | 0.01% | 0.20% | 0.36% | Q3 2017 | Q1 2023 | 23 |
Bluefin Trading, LLC | 8 | 1 | 0.00% | 0.09% | 0.71% | Q2 2013 | Q2 2020 | 23 |
Rafferty Asset Management, LLC | 18 | 1 | 0.01% | 0.09% | 0.36% | Q2 2014 | Q1 2023 | 23 |
Stanley Capital Management, LLC | 23 | 23 | 0.05% | 3.73% | 6.59% | Q4 2014 | Q2 2020 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.03% | 0.05% | 0.10% | Q4 2016 | Q2 2022 | 23 |
Dynamic Advisor Solutions LLC | 21 | 2 | 0.19% | 0.41% | 0.54% | Q4 2014 | Q1 2023 | 23 |
Capstone Financial Advisors, Inc. | 23 | 23 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q1 2023 | 23 |
Private Ocean, LLC | 22 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q1 2023 | 23 |
MAVERICK CAPITAL LTD | 7 | 2 | 0.00% | 0.45% | 2.34% | Q2 2013 | Q1 2023 | 23 |
Blue Chip Partners, LLC | 20 | 3 | 0.03% | 1.61% | 3.69% | Q2 2017 | Q1 2023 | 23 |
ROOF EIDAM & MAYCOCK/ADV | 15 | 8 | 0.66% | 0.87% | 1.07% | Q2 2017 | Q1 2023 | 23 |
Parsec Financial Management, Inc. | 23 | 23 | 0.12% | 0.37% | 0.73% | Q3 2017 | Q1 2023 | 23 |
Ironwood Investment Counsel, LLC | 23 | 23 | 0.11% | 0.20% | 0.38% | Q3 2017 | Q1 2023 | 23 |
CAHABA WEALTH MANAGEMENT, INC. | 23 | 23 | 0.16% | 0.52% | 1.09% | Q3 2017 | Q1 2023 | 23 |
Beaumont Financial Partners, LLC | 23 | 23 | 0.03% | 0.13% | 0.22% | Q1 2017 | Q3 2022 | 23 |
Bogart Wealth, LLC | 23 | 23 | 0.03% | 0.30% | 0.42% | Q3 2017 | Q1 2023 | 23 |
Boston Common Asset Management, LLC | 14 | 9 | 0.05% | 0.47% | 1.00% | Q3 2016 | Q4 2022 | 23 |
FIRST MERCHANTS CORP | 23 | 23 | 0.56% | 0.88% | 1.46% | Q3 2017 | Q1 2023 | 23 |
CULBERTSON A N & CO INC | 23 | 23 | 0.08% | 0.70% | 1.43% | Q3 2017 | Q1 2023 | 23 |
RENAISSANCE GROUP LLC | 23 | 23 | 1.04% | 1.30% | 1.55% | Q3 2017 | Q1 2023 | 23 |
CHICAGO EQUITY PARTNERS LLC | 21 | 2 | 0.01% | 0.30% | 0.60% | Q2 2013 | Q1 2020 | 23 |
Belpointe Asset Management LLC | 23 | 23 | 0.13% | 0.34% | 0.43% | Q3 2017 | Q1 2023 | 23 |
MYCIO WEALTH PARTNERS, LLC | 18 | 2 | 0.02% | 0.19% | 0.26% | Q2 2013 | Q4 2019 | 23 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23 | 23 | 0.03% | 0.07% | 0.13% | Q3 2017 | Q1 2023 | 23 |
BAKER BOYER NATIONAL BANK | 9 | 1 | 0.20% | 0.90% | 1.97% | Q2 2013 | Q1 2023 | 23 |
Adviser Investments LLC | 23 | 23 | 0.02% | 0.05% | 0.14% | Q3 2017 | Q1 2023 | 23 |
JLB & ASSOCIATES INC | 20 | 3 | 0.28% | 1.72% | 3.56% | Q2 2013 | Q1 2023 | 23 |
Valmark Advisers, Inc. | 23 | 23 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q1 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.43% | 1.48% | Q2 2017 | Q4 2022 | 23 |
Resources Investment Advisors, LLC. | 18 | 5 | 0.01% | 0.14% | 0.36% | Q2 2017 | Q1 2023 | 23 |
Cito Capital Group, LLC | 23 | 23 | 0.59% | 0.79% | 0.96% | Q3 2017 | Q1 2023 | 23 |
Hudock, Inc. | 23 | 23 | 0.00% | 0.03% | 0.21% | Q1 2017 | Q3 2022 | 23 |
Founders Capital Management | 13 | 10 | 0.12% | 0.16% | 0.22% | Q1 2017 | Q1 2023 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 16 | 2 | 0.00% | 0.04% | 0.16% | Q4 2015 | Q1 2023 | 23 |
Parkside Investments, LLC | 21 | 2 | 0.02% | 1.12% | 2.00% | Q1 2017 | Q1 2023 | 23 |
Man Group plc | 21 | 21 | 0.00% | 0.38% | 1.18% | Q1 2018 | Q1 2023 | 23 |
CEDAR HILL ASSOCIATES, LLC | 23 | 23 | 1.02% | 1.86% | 2.84% | Q2 2013 | Q4 2018 | 23 |
AustralianSuper Pty Ltd | 23 | 23 | 1.82% | 2.73% | 4.77% | Q3 2017 | Q1 2023 | 23 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.14% | 0.45% | Q1 2015 | Q1 2023 | 23 |
abrdn plc | 23 | 23 | 0.99% | 1.30% | 1.58% | Q3 2017 | Q1 2023 | 23 |
Csenge Advisory Group | 23 | 23 | 0.28% | 0.53% | 0.88% | Q3 2017 | Q1 2023 | 23 |
Fragasso Group Inc. | 23 | 23 | 0.34% | 0.73% | 1.30% | Q3 2017 | Q1 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.17% | 0.35% | 0.44% | Q3 2017 | Q1 2023 | 23 |
Patriot Wealth Management, Inc. | 23 | 23 | 1.35% | 1.98% | 2.55% | Q2 2013 | Q4 2018 | 23 |
Brookstone Capital Management | 21 | 2 | 0.00% | 0.09% | 0.15% | Q2 2015 | Q1 2023 | 23 |
Orbis Allan Gray Ltd | 23 | 23 | 0.79% | 3.37% | 6.80% | Q3 2017 | Q1 2023 | 23 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2023 | 23 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 23 | 23 | 1.90% | 3.12% | 3.85% | Q3 2013 | Q1 2019 | 23 |
Karp Capital Management Corp | 18 | 1 | 0.12% | 0.55% | 0.85% | Q4 2014 | Q3 2022 | 23 |
Highlander Capital Management, LLC | 23 | 23 | 0.08% | 4.35% | 7.35% | Q3 2017 | Q1 2023 | 23 |
Natixis Investment Managers International | 12 | 3 | 0.01% | 0.59% | 4.04% | Q4 2014 | Q1 2023 | 23 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 20 | 3 | 0.04% | 0.34% | 2.41% | Q2 2013 | Q3 2019 | 23 |
Bigelow Investment Advisors, LLC | 22 | 22 | 0.57% | 1.06% | 1.74% | Q4 2017 | Q1 2023 | 22 |
CAPITAL INSIGHT PARTNERS, LLC | 21 | 1 | 0.17% | 0.71% | 1.47% | Q3 2017 | Q1 2023 | 22 |
Gerber Kawasaki Wealth & Investment Management | 11 | 11 | 0.03% | 0.08% | 0.15% | Q1 2017 | Q1 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.16% | 0.22% | 0.36% | Q4 2017 | Q1 2023 | 22 |
Buckley Wealth Management, LLC | 22 | 22 | 0.92% | 1.13% | 1.37% | Q4 2017 | Q1 2023 | 22 |
Financial Advocates Investment Management | 22 | 22 | 0.04% | 0.08% | 0.21% | Q4 2017 | Q1 2023 | 22 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.04% | 0.07% | 0.13% | Q4 2019 | Q1 2023 | 22 |
Banco de Sabadell, S.A | 22 | 22 | 0.96% | 2.22% | 3.87% | Q4 2017 | Q1 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.36% | 0.62% | 0.96% | Q4 2017 | Q1 2023 | 22 |
Townsend & Associates, Inc | 22 | 22 | 0.52% | 1.33% | 2.34% | Q4 2017 | Q1 2023 | 22 |
HAYS ADVISORY LLC | 22 | 22 | 0.82% | 1.93% | 3.21% | Q2 2013 | Q3 2018 | 22 |
Daiwa SB Investments Ltd. | 12 | 10 | 0.03% | 1.21% | 2.82% | Q2 2013 | Q1 2019 | 22 |
Polar Capital LLP | 18 | 1 | 0.01% | 0.59% | 1.31% | Q2 2013 | Q3 2020 | 22 |
Ballast, Inc. | 22 | 22 | 1.59% | 2.37% | 3.32% | Q4 2017 | Q1 2023 | 22 |
Independence Bank of Kentucky | 22 | 22 | 0.28% | 0.35% | 0.59% | Q4 2017 | Q1 2023 | 22 |
TCW GROUP INC | 15 | 1 | 0.05% | 0.19% | 1.26% | Q2 2013 | Q1 2023 | 22 |
Fosun International Ltd | 22 | 22 | 0.02% | 0.14% | 0.35% | Q4 2017 | Q1 2023 | 22 |
First PREMIER Bank | 19 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q1 2023 | 22 |
Starfire Investment Advisers, Inc. | 22 | 22 | 0.36% | 0.59% | 0.86% | Q1 2015 | Q2 2020 | 22 |
STABLEFORD CAPITAL II LLC | 13 | 9 | 0.30% | 1.09% | 2.84% | Q4 2016 | Q4 2022 | 22 |
Jasper Ridge Partners, L.P. | 17 | 5 | 0.01% | 0.20% | 0.42% | Q3 2013 | Q1 2023 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q4 2019 | 22 |
Gryphon Financial Partners LLC | 22 | 22 | 0.08% | 0.31% | 0.51% | Q4 2017 | Q1 2023 | 22 |
Nicollet Investment Management, Inc. | 22 | 22 | 1.35% | 1.77% | 2.56% | Q4 2017 | Q1 2023 | 22 |
Greenline Partners, LLC | 22 | 22 | 0.70% | 1.68% | 3.27% | Q4 2017 | Q1 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2023 | 22 |
Banco Santander, S.A. | 21 | 1 | 0.18% | 0.42% | 1.45% | Q2 2017 | Q1 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.01% | 0.11% | 0.41% | Q4 2017 | Q1 2023 | 22 |
Alphinity Investment Management Pty Ltd | 22 | 22 | 0.51% | 5.29% | 8.70% | Q4 2017 | Q1 2023 | 22 |
IFG Advisory, LLC | 22 | 22 | 0.09% | 0.22% | 0.43% | Q4 2017 | Q1 2023 | 22 |
Larson Financial Group LLC | 22 | 22 | 0.12% | 0.33% | 0.62% | Q4 2017 | Q1 2023 | 22 |
Morris Capital Advisors, LLC | 22 | 22 | 2.69% | 3.44% | 4.60% | Q2 2017 | Q3 2022 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.12% | 0.20% | 0.28% | Q4 2017 | Q1 2023 | 22 |
Taylor Hoffman Wealth Management | 22 | 22 | 0.26% | 0.63% | 0.90% | Q4 2017 | Q1 2023 | 22 |
Weiss Multi-Strategy Advisers LLC | 19 | 1 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q1 2023 | 22 |
Northwest Bancshares, Inc. | 22 | 22 | 0.10% | 0.14% | 0.22% | Q4 2017 | Q1 2023 | 22 |
Paulson Wealth Management Inc. | 22 | 22 | 0.28% | 0.53% | 0.78% | Q4 2017 | Q1 2023 | 22 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 15 | 3 | 0.56% | 1.74% | 3.37% | Q4 2016 | Q1 2023 | 22 |
Pinnacle Wealth Planning Services, Inc. | 22 | 22 | 0.14% | 0.44% | 0.58% | Q4 2017 | Q1 2023 | 22 |
NVWM, LLC | 22 | 22 | 0.45% | 0.72% | 1.28% | Q4 2017 | Q1 2023 | 22 |
GUARDCAP ASSET MANAGEMENT Ltd | 22 | 22 | 6.49% | 8.26% | 9.88% | Q4 2017 | Q1 2023 | 22 |
CNB Bank | 22 | 22 | 0.01% | 0.37% | 0.62% | Q4 2017 | Q1 2023 | 22 |
IBERIABANK CORP | 21 | 1 | 0.09% | 0.18% | 0.28% | Q4 2014 | Q2 2020 | 22 |
Morningstar Investment Services LLC | 22 | 22 | 0.44% | 0.76% | 1.23% | Q4 2017 | Q1 2023 | 22 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 21 | 1 | 0.08% | 0.78% | 2.50% | Q1 2013 | Q4 2018 | 22 |
Centerpoint Advisors, LLC | 22 | 22 | 0.05% | 0.29% | 0.62% | Q4 2017 | Q1 2023 | 22 |
RFG Advisory, LLC | 19 | 1 | 0.05% | 0.19% | 0.58% | Q2 2016 | Q1 2023 | 22 |
Broadleaf Partners, LLC | 22 | 22 | 1.86% | 2.36% | 3.64% | Q4 2017 | Q1 2023 | 22 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 21 | 1 | 0.00% | 0.93% | 1.38% | Q4 2015 | Q1 2023 | 22 |
Origin Asset Management LLP | 22 | 22 | 0.23% | 1.70% | 3.08% | Q1 2016 | Q2 2021 | 22 |
Lester Murray Antman dba SimplyRich | 22 | 22 | 1.86% | 2.58% | 3.59% | Q4 2017 | Q1 2023 | 22 |
Parisi Gray Wealth Management | 22 | 22 | 0.72% | 1.05% | 1.71% | Q4 2017 | Q1 2023 | 22 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.11% | 0.18% | 0.23% | Q4 2017 | Q1 2023 | 22 |
JCIC Asset Management Inc. | 22 | 22 | 0.01% | 1.89% | 3.61% | Q4 2017 | Q1 2023 | 22 |
Varma Mutual Pension Insurance Co | 22 | 22 | 0.18% | 0.61% | 1.24% | Q4 2017 | Q1 2023 | 22 |
Dakota Wealth Management | 22 | 22 | 0.10% | 0.54% | 1.50% | Q4 2017 | Q1 2023 | 22 |
BANK HAPOALIM BM | 21 | 1 | 0.06% | 0.28% | 0.56% | Q4 2013 | Q1 2023 | 22 |
VISTA INVESTMENT MANAGEMENT | 22 | 22 | 0.36% | 0.79% | 1.10% | Q4 2017 | Q1 2023 | 22 |
Barber Financial Group, Inc. | 12 | 1 | 0.04% | 0.07% | 0.14% | Q4 2016 | Q1 2023 | 22 |
Bell Asset Management Ltd | 22 | 22 | 2.08% | 2.95% | 3.92% | Q4 2017 | Q1 2023 | 22 |
FINANCIAL CONSULATE, INC | 22 | 22 | 0.10% | 0.16% | 0.27% | Q4 2017 | Q1 2023 | 22 |
PLIMOTH TRUST CO LLC | 22 | 22 | 0.44% | 0.85% | 1.54% | Q4 2017 | Q1 2023 | 22 |
QVR LLC | 4 | 4 | 0.00% | 0.23% | 1.23% | Q4 2020 | Q4 2022 | 22 |
Elite Wealth Management, Inc. | 8 | 1 | 0.01% | 0.38% | 1.15% | Q3 2013 | Q1 2023 | 22 |
Raab & Moskowitz Asset Management LLC | 21 | 1 | 0.02% | 1.02% | 1.64% | Q4 2014 | Q1 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2023 | 22 |
First Pacific Advisors, LP | 22 | 22 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2023 | 22 |
Arjuna Capital | 22 | 22 | 1.78% | 2.92% | 4.13% | Q4 2017 | Q1 2023 | 22 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 22 | 22 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 22 |
Avestar Capital, LLC | 22 | 22 | 0.28% | 0.44% | 0.74% | Q4 2017 | Q1 2023 | 22 |
Bienville Capital Management, LLC | 19 | 1 | 0.07% | 0.19% | 0.51% | Q4 2014 | Q2 2022 | 22 |
MIZUHO SECURITIES USA LLC | 6 | 1 | 0.04% | 0.49% | 1.76% | Q2 2013 | Q2 2022 | 22 |
Wharton Business Group, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2023 | 22 |
Fulcrum Capital LLC | 22 | 22 | 0.00% | 2.46% | 4.08% | Q4 2017 | Q1 2023 | 22 |
Arete Wealth Advisors, LLC | 20 | 2 | 0.08% | 0.20% | 0.32% | Q3 2017 | Q1 2023 | 22 |
KCS Wealth Advisory | 22 | 22 | 0.77% | 1.11% | 1.37% | Q4 2017 | Q1 2023 | 22 |
B. Riley Wealth Management, Inc. | 16 | 6 | 0.04% | 0.40% | 0.89% | Q1 2014 | Q2 2022 | 22 |
Verdence Capital Advisors LLC | 22 | 22 | 0.09% | 0.30% | 0.94% | Q4 2017 | Q1 2023 | 22 |
HWG Holdings LP | 12 | 2 | 0.01% | 1.73% | 11.26% | Q1 2017 | Q1 2023 | 22 |
MILES CAPITAL, INC. | 22 | 22 | 0.24% | 0.57% | 0.91% | Q4 2014 | Q1 2020 | 22 |
MetLife Investment Management, LLC | 22 | 22 | 0.62% | 0.86% | 1.27% | Q4 2017 | Q1 2023 | 22 |
Cornerstone Advisors, Inc. | 22 | 22 | 0.04% | 0.13% | 0.26% | Q1 2014 | Q2 2019 | 22 |
WHITENER CAPITAL MANAGEMENT, INC. | 22 | 22 | 0.38% | 0.57% | 0.73% | Q4 2017 | Q1 2023 | 22 |
Copperwynd Financial, LLC | 22 | 22 | 0.17% | 0.40% | 0.98% | Q4 2017 | Q1 2023 | 22 |
Successful Portfolios LLC | 22 | 22 | 0.30% | 0.40% | 0.53% | Q4 2017 | Q1 2023 | 22 |
CALTON & ASSOCIATES, INC. | 22 | 22 | 0.06% | 0.21% | 0.56% | Q4 2017 | Q1 2023 | 22 |
Treasurer of the State of North Carolina | 22 | 22 | 0.83% | 1.08% | 1.48% | Q4 2017 | Q1 2023 | 22 |
Beech Hill Advisors, Inc. | 12 | 3 | 0.10% | 0.16% | 0.27% | Q3 2013 | Q1 2022 | 22 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 10 | 3 | 0.20% | 0.71% | 1.73% | Q2 2013 | Q3 2021 | 22 |
Holloway Wealth Management, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2022 | 22 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 22 | 22 | 0.00% | 0.28% | 0.59% | Q4 2017 | Q1 2023 | 22 |
Security National Bank | 22 | 22 | 1.29% | 2.06% | 2.97% | Q4 2017 | Q1 2023 | 22 |
Fort Point Capital Partners LLC | 22 | 22 | 0.09% | 0.13% | 0.19% | Q4 2017 | Q1 2023 | 22 |
DF DENT & CO INC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2023 | 22 |
NuWave Investment Management, LLC | 13 | 1 | 0.00% | 0.25% | 1.17% | Q2 2013 | Q3 2022 | 22 |
First Bank & Trust | 22 | 22 | 0.01% | 0.12% | 0.20% | Q4 2017 | Q1 2023 | 22 |
JGP Global Gestao de Recursos Ltda. | 18 | 4 | 0.14% | 1.19% | 5.87% | Q3 2016 | Q1 2023 | 22 |
First American Bank | 9 | 4 | 0.05% | 0.51% | 1.08% | Q1 2016 | Q4 2021 | 22 |
BAROMETER CAPITAL MANAGEMENT INC. | 8 | 1 | 0.04% | 1.55% | 5.90% | Q1 2014 | Q4 2022 | 22 |
Advanced Asset Management Advisors Inc | 22 | 22 | 0.53% | 1.45% | 2.72% | Q4 2017 | Q1 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.21% | 0.29% | 0.42% | Q4 2017 | Q1 2023 | 22 |
Telos Capital Management, Inc. | 22 | 22 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q1 2023 | 22 |
CenturyLink Investment Management Co | 22 | 22 | 0.22% | 0.70% | 1.13% | Q4 2014 | Q1 2020 | 22 |
LexAurum Advisors, LLC | 22 | 22 | 1.03% | 1.41% | 1.86% | Q4 2017 | Q1 2023 | 22 |
Empirical Finance, LLC | 21 | 1 | 0.06% | 0.58% | 1.37% | Q4 2016 | Q1 2023 | 22 |
Uncommon Cents Investing LLC | 22 | 22 | 0.34% | 0.40% | 0.50% | Q4 2017 | Q1 2023 | 22 |
SPINNAKER TRUST | 22 | 22 | 0.35% | 0.46% | 0.60% | Q4 2017 | Q1 2023 | 22 |
Nikulski Financial, Inc. | 22 | 22 | 1.74% | 2.27% | 2.87% | Q4 2017 | Q1 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.17% | 0.23% | 0.30% | Q2 2013 | Q3 2018 | 22 |
Global Trust Asset Management, LLC | 22 | 22 | 0.12% | 0.37% | 0.64% | Q4 2017 | Q1 2023 | 22 |
TOTH FINANCIAL ADVISORY CORP | 22 | 22 | 0.02% | 0.75% | 1.78% | Q4 2017 | Q1 2023 | 22 |
VAN ECK ASSOCIATES CORP | 20 | 2 | 0.01% | 0.10% | 0.30% | Q4 2015 | Q1 2023 | 22 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 22 | 22 | 0.71% | 0.97% | 1.32% | Q4 2017 | Q1 2023 | 22 |
Leisure Capital Management | 21 | 21 | 0.23% | 0.73% | 1.10% | Q1 2018 | Q1 2023 | 21 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 13 | 8 | 0.02% | 1.13% | 2.73% | Q4 2017 | Q1 2023 | 21 |
NICOLA WEALTH MANAGEMENT LTD. | 21 | 21 | 0.44% | 1.21% | 1.76% | Q1 2018 | Q1 2023 | 21 |
SCHOLTZ & COMPANY, LLC | 21 | 21 | 1.41% | 3.76% | 9.20% | Q1 2018 | Q1 2023 | 21 |
Claraphi Advisory Network, LLC | 21 | 21 | 0.28% | 0.67% | 1.26% | Q4 2017 | Q4 2022 | 21 |
Motley Fool Asset Management LLC | 21 | 21 | 0.27% | 0.66% | 1.34% | Q1 2018 | Q1 2023 | 21 |
INVESTMENT PARTNERS, LTD. | 18 | 1 | 0.12% | 0.36% | 0.66% | Q3 2016 | Q1 2023 | 21 |
Sky Investment Group LLC | 21 | 21 | 0.39% | 0.90% | 1.38% | Q1 2018 | Q1 2023 | 21 |
NEEDELMAN ASSET MANAGEMENT INC | 21 | 21 | 2.90% | 3.88% | 4.82% | Q2 2013 | Q2 2018 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.73% | 1.03% | 1.42% | Q4 2017 | Q4 2022 | 21 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q1 2023 | 21 |
Monte Financial Group, LLC | 21 | 21 | 0.32% | 0.54% | 1.17% | Q1 2018 | Q1 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.08% | 1.00% | 1.52% | Q1 2017 | Q2 2022 | 21 |
AMARILLO NATIONAL BANK | 21 | 21 | 0.14% | 0.18% | 0.24% | Q1 2018 | Q1 2023 | 21 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 21 | 21 | 0.96% | 3.39% | 5.67% | Q2 2013 | Q2 2018 | 21 |
Bruderman Asset Management, LLC | 8 | 1 | 0.02% | 0.19% | 1.76% | Q1 2015 | Q2 2022 | 21 |
Mondrian Investment Partners LTD | 21 | 21 | 1.11% | 1.48% | 1.80% | Q2 2013 | Q2 2018 | 21 |
Royal Fund Management, LLC | 19 | 1 | 0.00% | 0.23% | 0.55% | Q4 2017 | Q1 2023 | 21 |
Steigerwald, Gordon & Koch Inc. | 11 | 1 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q1 2023 | 21 |
BAMCO INC /NY/ | 21 | 21 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q1 2023 | 21 |
PARSONS CAPITAL MANAGEMENT INC/RI | 20 | 1 | 0.01% | 0.06% | 0.13% | Q1 2015 | Q1 2023 | 21 |
SAMLYN CAPITAL, LLC | 7 | 1 | 0.49% | 1.51% | 3.00% | Q4 2015 | Q4 2022 | 21 |
MGO ONE SEVEN LLC | 19 | 2 | 0.12% | 0.38% | 0.76% | Q4 2017 | Q1 2023 | 21 |
Virtue Capital Management, LLC | 12 | 9 | 0.08% | 0.44% | 1.02% | Q4 2017 | Q1 2023 | 21 |
DeDora Capital, Inc. | 16 | 5 | 0.41% | 1.43% | 2.11% | Q4 2017 | Q1 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.22% | 0.36% | 0.46% | Q2 2013 | Q2 2018 | 21 |
VECTOR WEALTH MANAGEMENT, LLC | 21 | 21 | 0.21% | 0.40% | 0.54% | Q4 2011 | Q4 2016 | 21 |
BADGLEY PHELPS & BELL INC | 21 | 21 | 0.02% | 0.75% | 1.08% | Q2 2016 | Q2 2021 | 21 |
ATLAS CAPITAL ADVISORS LLC | 21 | 21 | 0.17% | 0.29% | 0.51% | Q1 2018 | Q1 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 10 | 0.12% | 0.15% | 0.18% | Q4 2016 | Q1 2023 | 21 |
ASHFORD CAPITAL MANAGEMENT INC | 21 | 21 | 0.09% | 0.23% | 0.50% | Q1 2018 | Q1 2023 | 21 |
Global X Management CO LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2018 | 21 |
Chesapeake Wealth Management | 21 | 21 | 0.38% | 0.71% | 1.22% | Q1 2018 | Q1 2023 | 21 |
NorthCoast Asset Management LLC | 15 | 2 | 0.06% | 2.03% | 4.32% | Q2 2015 | Q3 2021 | 21 |
Moisand Fitzgerald Tamayo, LLC | 16 | 5 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2023 | 21 |
CORNERSTONE ADVISORS INC | 12 | 1 | 0.00% | 0.77% | 1.88% | Q4 2013 | Q4 2021 | 21 |
Venturi Wealth Management, LLC | 21 | 21 | 0.93% | 1.19% | 2.13% | Q1 2018 | Q1 2023 | 21 |
Schonfeld Strategic Advisors LLC | 14 | 1 | 0.02% | 0.25% | 1.30% | Q4 2016 | Q4 2022 | 21 |
180 WEALTH ADVISORS, LLC | 21 | 21 | 0.17% | 0.53% | 0.88% | Q1 2018 | Q1 2023 | 21 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 21 | 21 | 0.08% | 0.65% | 1.30% | Q4 2014 | Q4 2019 | 21 |
Front Row Advisors LLC | 21 | 21 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q4 2022 | 21 |
EVERMAY WEALTH MANAGEMENT LLC | 17 | 4 | 0.08% | 0.24% | 0.36% | Q1 2017 | Q1 2023 | 21 |
MARSHALL & SULLIVAN INC /WA/ | 21 | 21 | 1.52% | 3.45% | 5.13% | Q1 2018 | Q1 2023 | 21 |
SIMON QUICK ADVISORS, LLC | 19 | 2 | 0.00% | 0.04% | 0.18% | Q3 2017 | Q1 2023 | 21 |
SVA Wealth Management, LLC | 21 | 21 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q4 2020 | 21 |
Good Life Advisors, LLC | 14 | 7 | 0.05% | 0.09% | 0.12% | Q4 2017 | Q1 2023 | 21 |
Ally Financial Inc. | 5 | 1 | 0.18% | 0.53% | 1.20% | Q4 2013 | Q2 2022 | 21 |
Bedel Financial Consulting, Inc. | 21 | 21 | 0.11% | 0.14% | 0.16% | Q1 2018 | Q1 2023 | 21 |
MADISON INVESTMENT HOLDINGS INC | 11 | 10 | 0.01% | 0.26% | 0.76% | Q2 2013 | Q3 2019 | 21 |
Egerton Capital (UK) LLP | 14 | 7 | 0.35% | 3.94% | 6.22% | Q4 2017 | Q1 2023 | 21 |
WEATHERLY ASSET MANAGEMENT L. P. | 21 | 21 | 0.05% | 0.81% | 1.20% | Q1 2018 | Q1 2023 | 21 |
Horizon Investment Services, LLC | 20 | 1 | 0.09% | 2.85% | 4.79% | Q4 2017 | Q1 2023 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.12% | 0.39% | 0.80% | Q1 2018 | Q1 2023 | 21 |
GABLES CAPITAL MANAGEMENT INC. | 21 | 21 | 0.06% | 0.23% | 0.41% | Q1 2018 | Q1 2023 | 21 |
Asymmetry Capital Management, L.P. | 15 | 1 | 2.92% | 5.03% | 7.16% | Q4 2015 | Q4 2021 | 21 |
CMH Wealth Management LLC | 21 | 21 | 1.13% | 1.71% | 2.56% | Q1 2018 | Q1 2023 | 21 |
Pinion Investment Advisors, LLC | 21 | 21 | 1.05% | 1.30% | 1.66% | Q1 2018 | Q1 2023 | 21 |
Renaissance Investment Group LLC | 16 | 5 | 0.10% | 0.27% | 0.72% | Q4 2016 | Q1 2023 | 21 |
Silvant Capital Management LLC | 21 | 21 | 1.11% | 1.59% | 3.22% | Q1 2018 | Q1 2023 | 21 |
BigSur Wealth Management LLC | 21 | 21 | 0.46% | 0.90% | 2.22% | Q1 2018 | Q1 2023 | 21 |
West Branch Capital LLC | 21 | 21 | 1.14% | 1.67% | 2.58% | Q1 2018 | Q1 2023 | 21 |
ST GERMAIN D J CO INC | 21 | 21 | 0.05% | 0.44% | 0.72% | Q4 2017 | Q4 2022 | 21 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 21 | 21 | 0.96% | 1.26% | 1.88% | Q1 2018 | Q1 2023 | 21 |
Signature Wealth Management Group | 17 | 4 | 0.02% | 0.62% | 1.17% | Q4 2017 | Q1 2023 | 21 |
BRIDGES INVESTMENT MANAGEMENT INC | 21 | 21 | 0.21% | 1.42% | 2.07% | Q1 2018 | Q1 2023 | 21 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 6 | 0.11% | 0.23% | 0.45% | Q4 2017 | Q1 2023 | 21 |
Capital Advisory Group Advisory Services, LLC | 21 | 21 | 0.14% | 0.35% | 0.73% | Q1 2018 | Q1 2023 | 21 |
SpiderRock Advisors, LLC | 20 | 1 | 0.04% | 0.55% | 2.07% | Q1 2017 | Q1 2023 | 21 |
Prime Capital Investment Advisors, LLC | 20 | 20 | 0.01% | 0.28% | 1.00% | Q2 2018 | Q1 2023 | 20 |
Lesa Sroufe & Co | 17 | 3 | 0.21% | 0.44% | 0.65% | Q1 2018 | Q1 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.07% | 0.30% | 1.26% | Q4 2013 | Q3 2018 | 20 |
Assenagon Asset Management S.A. | 11 | 1 | 0.00% | 0.27% | 0.97% | Q3 2017 | Q1 2023 | 20 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 20 | 20 | 0.20% | 0.57% | 1.59% | Q2 2018 | Q1 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q1 2018 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.24% | 0.44% | 0.83% | Q1 2013 | Q4 2017 | 20 |
Legacy Advisors, LLC | 10 | 1 | 0.03% | 0.40% | 1.29% | Q4 2016 | Q1 2023 | 20 |
Legacy Financial Advisors, Inc. | 11 | 9 | 0.14% | 0.28% | 0.48% | Q4 2017 | Q1 2023 | 20 |
Bangor Savings Bank | 14 | 6 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q1 2023 | 20 |
BESSEMER SECURITIES LLC | 18 | 2 | 0.26% | 1.00% | 2.23% | Q2 2015 | Q1 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.09% | 0.26% | 0.60% | Q4 2014 | Q3 2019 | 20 |
Dempze Nancy E | 14 | 3 | 0.28% | 1.37% | 3.00% | Q2 2016 | Q1 2023 | 20 |
KDI CAPITAL PARTNERS LLC | 20 | 20 | 2.02% | 4.06% | 5.59% | Q4 2016 | Q3 2021 | 20 |
Cox Capital Mgt LLC | 20 | 20 | 1.80% | 2.33% | 3.19% | Q2 2018 | Q1 2023 | 20 |
DILLON & ASSOCIATES INC | 20 | 20 | 0.07% | 0.10% | 0.14% | Q2 2018 | Q1 2023 | 20 |
Stuart Chaussee & Associates, Inc. | 11 | 9 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q1 2023 | 20 |
Vanguard Capital Wealth Advisors | 10 | 1 | 3.30% | 4.81% | 8.30% | Q4 2017 | Q1 2023 | 20 |
Brand Asset Management Group, Inc. | 20 | 20 | 0.63% | 0.88% | 1.28% | Q2 2018 | Q1 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.46% | 0.66% | 0.93% | Q2 2013 | Q1 2018 | 20 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 14 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2023 | 20 |
COZAD ASSET MANAGEMENT INC | 20 | 20 | 0.92% | 1.32% | 1.77% | Q2 2018 | Q1 2023 | 20 |
Rathbones Group PLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 20 |
First Heartland Consultants, Inc. | 9 | 2 | 0.02% | 0.10% | 0.19% | Q2 2016 | Q1 2023 | 20 |
CFO4Life Group, LLC | 20 | 20 | 0.23% | 0.37% | 0.50% | Q2 2018 | Q1 2023 | 20 |
Avitas Wealth Management LLC | 20 | 20 | 1.08% | 1.48% | 2.19% | Q2 2018 | Q1 2023 | 20 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 8 | 1.51% | 1.91% | 2.73% | Q2 2013 | Q3 2018 | 20 |
Dorsey Wright & Associates | 14 | 1 | 0.06% | 0.64% | 1.47% | Q4 2015 | Q4 2022 | 20 |
Jackson Square Partners, LLC | 16 | 4 | 0.01% | 1.45% | 3.29% | Q4 2016 | Q1 2023 | 20 |
Tiger Eye Capital LLC | 20 | 20 | 0.13% | 1.33% | 3.83% | Q3 2017 | Q2 2022 | 20 |
COBIZ WEALTH, LLC | 19 | 1 | 0.01% | 1.43% | 1.79% | Q2 2013 | Q2 2019 | 20 |
Nan Shan Life Insurance Co., Ltd. | 19 | 1 | 0.26% | 0.99% | 2.37% | Q1 2018 | Q1 2023 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.38% | 0.86% | Q2 2018 | Q1 2023 | 20 |
CEDAR CAPITAL, LLC | 20 | 20 | 0.11% | 0.79% | 1.98% | Q4 2015 | Q3 2020 | 20 |
GERMAN AMERICAN BANCORP, INC. | 20 | 20 | 1.30% | 1.89% | 2.65% | Q2 2018 | Q1 2023 | 20 |
Oak Asset Management, LLC | 13 | 3 | 0.68% | 0.94% | 1.20% | Q4 2017 | Q1 2023 | 20 |
FORSTA AP-FONDEN | 16 | 4 | 0.09% | 1.01% | 2.22% | Q1 2017 | Q1 2023 | 20 |
First Western Capital Management Co | 20 | 20 | 0.17% | 0.85% | 1.34% | Q4 2013 | Q3 2018 | 20 |
Quantbot Technologies LP | 5 | 1 | 0.10% | 0.47% | 1.83% | Q2 2013 | Q1 2023 | 20 |
WBI INVESTMENTS, INC. | 11 | 1 | 0.06% | 0.43% | 1.65% | Q2 2015 | Q4 2022 | 20 |
IPG Investment Advisors LLC | 13 | 3 | 0.06% | 0.13% | 0.40% | Q2 2015 | Q4 2022 | 20 |
Stillwater Capital Advisors, LLC | 20 | 20 | 2.24% | 2.97% | 4.31% | Q2 2018 | Q1 2023 | 20 |
RITHOLTZ WEALTH MANAGEMENT | 16 | 16 | 0.00% | 0.17% | 0.53% | Q2 2019 | Q1 2023 | 20 |
Mirador Capital Partners LP | 20 | 20 | 0.62% | 0.94% | 1.35% | Q2 2018 | Q1 2023 | 20 |
Icon Wealth Partners, LLC | 19 | 1 | 0.36% | 0.58% | 0.89% | Q4 2017 | Q1 2023 | 20 |
Bridgewater Associates | 7 | 1 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q1 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.28% | 0.39% | 0.66% | Q4 2017 | Q3 2022 | 20 |
TD Capital Management LLC | 17 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 20 |
VICUS CAPITAL | 13 | 1 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q1 2023 | 20 |
New Jersey Better Educational Savings Trust | 17 | 1 | 0.40% | 1.07% | 1.80% | Q2 2015 | Q1 2023 | 20 |
AGF Investments LLC | 9 | 4 | 0.00% | 0.14% | 0.68% | Q4 2016 | Q2 2022 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q1 2021 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.74% | 0.94% | 1.48% | Q4 2017 | Q3 2022 | 20 |
Hemenway Trust Co LLC | 19 | 1 | 0.01% | 1.26% | 2.59% | Q4 2016 | Q1 2023 | 20 |
FORBES J M & CO LLP | 20 | 20 | 0.97% | 1.44% | 2.26% | Q2 2018 | Q1 2023 | 20 |
StoneX Group Inc. | 17 | 1 | 0.18% | 0.43% | 1.19% | Q2 2017 | Q3 2022 | 20 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11 | 9 | 0.42% | 1.26% | 2.01% | Q2 2013 | Q1 2022 | 20 |
Petrus Trust Company, LTA | 17 | 1 | 0.05% | 3.09% | 5.36% | Q4 2016 | Q1 2023 | 20 |
VIKING GLOBAL INVESTORS LP | 11 | 1 | 0.16% | 2.58% | 5.30% | Q4 2016 | Q1 2023 | 20 |
WoodTrust Financial Corp | 20 | 20 | 0.98% | 1.91% | 2.39% | Q2 2018 | Q1 2023 | 20 |
Castle Rock Wealth Management, LLC | 16 | 4 | 0.28% | 0.99% | 2.74% | Q4 2017 | Q1 2023 | 20 |
Certified Advisory Corp | 11 | 9 | 0.15% | 0.35% | 0.53% | Q4 2017 | Q1 2023 | 20 |
ALBION FINANCIAL GROUP /UT | 12 | 8 | 0.55% | 1.19% | 2.01% | Q1 2018 | Q1 2023 | 20 |
Gifford Fong Associates | 20 | 20 | 0.14% | 1.29% | 2.75% | Q2 2018 | Q1 2023 | 20 |
Windsor Group LTD | 20 | 20 | 0.10% | 0.38% | 0.59% | Q2 2018 | Q1 2023 | 20 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 20 |
Lavaca Capital LLC | 10 | 6 | 0.11% | 0.31% | 1.40% | Q4 2018 | Q1 2023 | 20 |
Almanack Investment Partners, LLC. | 10 | 2 | 0.04% | 0.08% | 0.12% | Q2 2017 | Q1 2023 | 20 |
EQUITABLE TRUST CO | 20 | 20 | 0.04% | 0.31% | 0.67% | Q2 2018 | Q1 2023 | 20 |
Country Club Trust Company, n.a. | 20 | 20 | 0.03% | 0.09% | 0.18% | Q1 2017 | Q4 2021 | 20 |
Flaharty Asset Management, LLC | 12 | 1 | 0.06% | 0.21% | 2.02% | Q4 2017 | Q1 2023 | 20 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 1 | 0.01% | 0.08% | 0.33% | Q1 2017 | Q1 2023 | 20 |
K.J. Harrison & Partners Inc | 20 | 20 | 0.13% | 0.64% | 1.16% | Q2 2018 | Q1 2023 | 20 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 16 | 1 | 0.15% | 0.36% | 0.50% | Q4 2017 | Q1 2023 | 20 |
Institute for Wealth Management, LLC. | 18 | 1 | 0.00% | 0.21% | 0.38% | Q2 2013 | Q1 2023 | 20 |
Virtu Financial LLC | 9 | 1 | 0.02% | 0.15% | 0.56% | Q1 2014 | Q1 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 20 |
Pathway Financial Advisors LLC | 14 | 6 | 0.08% | 0.15% | 0.23% | Q4 2017 | Q1 2023 | 20 |
Concert Wealth Management Inc. | 17 | 17 | 0.00% | 0.12% | 0.60% | Q2 2013 | Q2 2017 | 20 |
FIRST HAWAIIAN BANK | 19 | 1 | 0.01% | 0.32% | 0.43% | Q2 2013 | Q1 2023 | 20 |
Foundations Investment Advisors, LLC | 20 | 20 | 0.07% | 0.19% | 0.44% | Q2 2018 | Q1 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.17% | 0.29% | 0.41% | Q4 2015 | Q3 2020 | 20 |
LaSalle Street Capital Management, LLC | 20 | 20 | 1.98% | 2.76% | 3.40% | Q4 2014 | Q3 2019 | 20 |
P.R. Herzig & Co. Inc. | 20 | 20 | 1.36% | 1.79% | 2.67% | Q3 2013 | Q2 2018 | 20 |
Tower View Investment Management & Research LLC | 20 | 20 | 1.64% | 2.40% | 3.98% | Q2 2018 | Q1 2023 | 20 |
Chieftain Capital Management, Inc. | 20 | 20 | 0.01% | 5.90% | 13.62% | Q2 2013 | Q1 2018 | 20 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 14 | 1 | 0.08% | 0.11% | 0.17% | Q4 2017 | Q1 2023 | 20 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 6 | 0.04% | 0.23% | 0.74% | Q2 2013 | Q1 2023 | 20 |
Truvvo Partners LLC | 13 | 6 | 0.26% | 0.57% | 0.90% | Q4 2015 | Q3 2020 | 19 |
Qube Research & Technologies Ltd | 7 | 1 | 0.01% | 0.57% | 2.52% | Q1 2018 | Q1 2023 | 19 |
Milestone Resources Group Ltd | 14 | 5 | 0.16% | 5.80% | 9.36% | Q4 2017 | Q1 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.13% | 0.34% | 0.58% | Q4 2017 | Q2 2022 | 19 |
Rock Creek Group, LP | 19 | 19 | 0.08% | 0.36% | 0.97% | Q3 2018 | Q1 2023 | 19 |
Cornerstone Wealth Management, LLC | 12 | 1 | 0.01% | 0.06% | 0.11% | Q1 2018 | Q1 2023 | 19 |
Hendershot Investments Inc. | 19 | 19 | 0.05% | 2.90% | 4.50% | Q3 2018 | Q1 2023 | 19 |
Spectrum Asset Management, Inc. (NB/CA) | 19 | 19 | 0.12% | 0.48% | 1.48% | Q3 2018 | Q1 2023 | 19 |
Family Management Corp | 10 | 9 | 0.08% | 0.90% | 2.04% | Q3 2017 | Q1 2023 | 19 |
NatWest Group plc | 10 | 4 | 0.00% | 1.10% | 4.43% | Q2 2013 | Q1 2023 | 19 |
COOKSON PEIRCE & CO INC | 13 | 1 | 0.02% | 1.89% | 4.13% | Q2 2017 | Q1 2023 | 19 |
Partner Investment Management, L.P. | 13 | 1 | 0.29% | 1.82% | 5.00% | Q4 2014 | Q4 2019 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.04% | 0.23% | 0.48% | Q3 2018 | Q1 2023 | 19 |
Signature Financial Management, Inc. | 15 | 4 | 0.06% | 0.19% | 0.27% | Q1 2014 | Q4 2018 | 19 |
Aevitas Wealth Management, Inc. | 13 | 6 | 0.10% | 0.46% | 0.88% | Q4 2017 | Q4 2022 | 19 |
JFS WEALTH ADVISORS, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 19 |
Pinnacle Bancorp, Inc. | 18 | 1 | 0.08% | 0.30% | 0.46% | Q1 2017 | Q1 2023 | 19 |
TRAIN BABCOCK ADVISORS LLC | 19 | 19 | 1.43% | 2.24% | 3.60% | Q2 2013 | Q4 2017 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.16% | 0.22% | 0.30% | Q2 2017 | Q1 2022 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.61% | 2.03% | Q4 2014 | Q1 2023 | 19 |
Strategic Wealth Partners, Ltd. | 10 | 9 | 0.04% | 0.34% | 0.75% | Q4 2017 | Q1 2023 | 19 |
Horizon Investments, LLC | 9 | 1 | 0.02% | 0.25% | 0.55% | Q4 2016 | Q1 2023 | 19 |
Financial Advisors Network, Inc. | 17 | 1 | 0.02% | 0.29% | 0.38% | Q4 2016 | Q4 2022 | 19 |
Abacus Planning Group, Inc. | 19 | 19 | 0.11% | 0.22% | 0.29% | Q3 2018 | Q1 2023 | 19 |
Allen Investment Management LLC | 19 | 19 | 0.61% | 5.24% | 7.48% | Q3 2018 | Q1 2023 | 19 |
STRATEGY ASSET MANAGERS LLC | 13 | 2 | 0.11% | 0.27% | 0.59% | Q3 2015 | Q1 2023 | 19 |
First National Bank of Mount Dora, Trust Investment Services | 19 | 19 | 0.80% | 1.58% | 2.40% | Q3 2018 | Q1 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.20% | 0.25% | 0.56% | Q4 2017 | Q2 2022 | 19 |
SYMPHONY ASSET MANAGEMENT LLC | 19 | 19 | 0.14% | 0.24% | 0.45% | Q2 2015 | Q4 2019 | 19 |
Asset Advisors Investment Management, LLC | 19 | 19 | 0.10% | 0.13% | 0.18% | Q3 2018 | Q1 2023 | 19 |
Marquette Asset Management, LLC | 19 | 19 | 0.08% | 0.15% | 0.25% | Q3 2018 | Q1 2023 | 19 |
Aries Wealth Management | 12 | 1 | 0.19% | 0.44% | 0.85% | Q4 2017 | Q1 2023 | 19 |
EULAV Asset Management | 14 | 5 | 0.06% | 0.19% | 0.28% | Q2 2013 | Q1 2022 | 19 |
ProVise Management Group, LLC | 19 | 19 | 0.04% | 0.10% | 0.19% | Q3 2018 | Q1 2023 | 19 |
FIDUCIARY TRUST INTERNATIONAL LLC | 18 | 1 | 0.07% | 0.16% | 0.32% | Q2 2013 | Q4 2018 | 19 |
Nikko Asset Management Americas, Inc. | 19 | 19 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2017 | 19 |
Old Port Advisors | 18 | 1 | 0.15% | 0.18% | 0.23% | Q2 2018 | Q1 2023 | 19 |
FRIESS ASSOCIATES LLC | 15 | 1 | 0.01% | 1.01% | 2.06% | Q2 2013 | Q1 2022 | 19 |
FAGAN ASSOCIATES, INC. | 19 | 19 | 0.08% | 0.45% | 1.10% | Q3 2018 | Q1 2023 | 19 |
Vectors Research Management, LLC | 19 | 19 | 0.02% | 0.35% | 0.43% | Q3 2018 | Q1 2023 | 19 |
United Capital Management of KS, Inc. | 19 | 19 | 0.08% | 0.99% | 2.15% | Q3 2018 | Q1 2023 | 19 |
Capital Bank & Trust Co | 19 | 19 | 0.80% | 2.52% | 9.19% | Q2 2017 | Q4 2021 | 19 |
Dynamic Technology Lab Private Ltd | 8 | 1 | 0.04% | 0.20% | 0.45% | Q2 2013 | Q1 2023 | 19 |
Financial Enhancement Group LLC | 19 | 19 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2022 | 19 |
Omnia Family Wealth, LLC | 14 | 5 | 0.10% | 0.15% | 0.28% | Q4 2016 | Q4 2022 | 19 |
Pure Financial Advisors, LLC | 19 | 19 | 0.05% | 0.08% | 0.11% | Q3 2018 | Q1 2023 | 19 |
HOWLAND CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.08% | 0.18% | 0.26% | Q2 2013 | Q4 2017 | 19 |
CROFT-LEOMINSTER INC | 19 | 19 | 0.52% | 0.93% | 1.59% | Q2 2013 | Q4 2017 | 19 |
Keel Point, LLC | 19 | 19 | 0.03% | 0.12% | 0.28% | Q3 2018 | Q1 2023 | 19 |
EVERETT HARRIS & CO /CA/ | 14 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 19 |
Pictet North America Advisors SA | 19 | 19 | 0.06% | 2.79% | 6.08% | Q3 2018 | Q1 2023 | 19 |
Stokes Capital Advisors, LLC | 19 | 19 | 0.64% | 1.85% | 2.82% | Q3 2018 | Q1 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.02% | 0.08% | 0.13% | Q1 2014 | Q3 2018 | 19 |
Page Arthur B | 19 | 19 | 0.87% | 2.39% | 3.93% | Q3 2018 | Q1 2023 | 19 |
SignalPoint Asset Management, LLC | 11 | 8 | 0.08% | 0.14% | 0.34% | Q1 2015 | Q1 2023 | 19 |
Van Leeuwen & Company, LLC | 19 | 19 | 0.60% | 1.19% | 4.09% | Q3 2018 | Q1 2023 | 19 |
Elmwood Wealth Management, Inc. | 11 | 2 | 1.36% | 1.66% | 1.91% | Q1 2018 | Q1 2023 | 19 |
MainStreet Investment Advisors LLC | 15 | 1 | 0.03% | 0.61% | 1.10% | Q4 2017 | Q1 2023 | 19 |
SWS Partners | 11 | 1 | 0.03% | 1.10% | 2.83% | Q4 2017 | Q1 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.04% | 0.37% | 1.82% | Q2 2013 | Q4 2017 | 19 |
BBR PARTNERS, LLC | 19 | 19 | 0.04% | 0.20% | 0.38% | Q3 2018 | Q1 2023 | 19 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 11 | 2 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q4 2022 | 19 |
Consolidated Investment Group LLC | 10 | 8 | 0.26% | 1.10% | 2.00% | Q3 2014 | Q1 2023 | 18 |
CHILTON INVESTMENT CO INC. | 18 | 18 | 0.01% | 0.70% | 2.02% | Q4 2018 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.11% | 0.15% | Q2 2013 | Q3 2017 | 18 |
NORTHWEST WEALTH MANAGEMENT, LLC | 13 | 5 | 0.08% | 0.21% | 0.36% | Q1 2018 | Q1 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.08% | 0.16% | 0.39% | Q4 2018 | Q1 2023 | 18 |
ROMAN BUTLER FULLERTON & CO | 18 | 18 | 0.16% | 0.27% | 0.90% | Q4 2018 | Q1 2023 | 18 |
CHICKASAW CAPITAL MANAGEMENT LLC | 12 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 18 |
Brandywine Global Investment Management, LLC | 12 | 1 | 0.00% | 0.81% | 2.37% | Q2 2013 | Q2 2021 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q1 2021 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.85% | 1.10% | 1.37% | Q2 2013 | Q3 2017 | 18 |
MEANS INVESTMENT CO., INC. | 18 | 18 | 0.24% | 0.37% | 0.56% | Q4 2018 | Q1 2023 | 18 |
CADENCE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.03% | 0.09% | 0.19% | Q1 2016 | Q2 2020 | 18 |
Hardman Johnston Global Advisors LLC | 18 | 18 | 0.39% | 1.16% | 2.37% | Q4 2018 | Q1 2023 | 18 |
Capital Investment Counsel, Inc | 18 | 18 | 0.40% | 0.65% | 0.92% | Q2 2013 | Q3 2017 | 18 |
Crestwood Advisors Group LLC | 9 | 1 | 0.00% | 0.04% | 0.19% | Q1 2015 | Q1 2023 | 18 |
HANSEATIC MANAGEMENT SERVICES INC | 17 | 1 | 0.16% | 1.20% | 2.38% | Q3 2013 | Q4 2018 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2014 | 18 |
Psagot Value Holdings Ltd. | 13 | 5 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q3 2021 | 18 |
TFG Advisers LLC | 18 | 18 | 0.89% | 1.40% | 2.12% | Q4 2018 | Q1 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.19% | 0.43% | 0.64% | Q2 2013 | Q3 2017 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.02% | 0.16% | 0.39% | Q2 2013 | Q3 2017 | 18 |
Archer Investment Corp | 18 | 18 | 0.01% | 0.18% | 0.41% | Q4 2018 | Q1 2023 | 18 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.74% | 1.19% | 1.50% | Q2 2013 | Q3 2017 | 18 |
SMITH ASSET MANAGEMENT GROUP LP | 11 | 1 | 0.00% | 0.53% | 0.89% | Q1 2014 | Q2 2021 | 18 |
RiverPark Advisors, LLC | 9 | 9 | 0.09% | 1.16% | 2.01% | Q4 2017 | Q1 2023 | 18 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 18 | 18 | 0.70% | 0.91% | 1.30% | Q4 2018 | Q1 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q3 2017 | 18 |
JSF Financial, LLC | 18 | 18 | 0.28% | 0.41% | 0.61% | Q4 2018 | Q1 2023 | 18 |
FIC CAPITAL INC | 18 | 18 | 0.29% | 0.55% | 1.00% | Q2 2013 | Q3 2017 | 18 |
GW&K Investment Management, LLC | 18 | 18 | 0.57% | 0.85% | 1.05% | Q4 2018 | Q1 2023 | 18 |
NORTHEAST INVESTMENT MANAGEMENT | 11 | 7 | 0.02% | 0.10% | 0.39% | Q2 2018 | Q1 2023 | 18 |
Clean Yield Group | 9 | 1 | 0.00% | 0.12% | 0.48% | Q3 2016 | Q1 2023 | 18 |
Lingohr & Partner Asset Management GmbH | 11 | 2 | 1.43% | 2.57% | 4.45% | Q2 2013 | Q3 2018 | 18 |
HARTLINE INVESTMENT CORP/ | 18 | 18 | 0.07% | 0.19% | 0.79% | Q4 2018 | Q1 2023 | 18 |
MITCHELL CAPITAL MANAGEMENT CO | 18 | 18 | 0.60% | 1.03% | 2.00% | Q4 2018 | Q1 2023 | 18 |
XR Securities LLC | 5 | 1 | 0.00% | 0.11% | 0.69% | Q4 2018 | Q1 2023 | 18 |
Austin Private Wealth, LLC | 12 | 1 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q1 2023 | 18 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 18 | 18 | 1.74% | 2.35% | 3.31% | Q4 2018 | Q1 2023 | 18 |
Executive Wealth Management, LLC | 18 | 18 | 0.09% | 0.49% | 0.96% | Q4 2018 | Q1 2023 | 18 |
First National Bank of Hutchinson | 18 | 18 | 0.17% | 0.34% | 0.98% | Q4 2018 | Q1 2023 | 18 |
KMG FIDUCIARY PARTNERS, LLC | 18 | 18 | 0.36% | 1.01% | 1.52% | Q4 2018 | Q1 2023 | 18 |
Tolleson Wealth Management, Inc. | 18 | 18 | 0.32% | 0.42% | 0.56% | Q4 2018 | Q1 2023 | 18 |
Prestige Wealth Management Group LLC | 18 | 18 | 0.16% | 0.36% | 0.80% | Q4 2018 | Q1 2023 | 18 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 18 | 18 | 4.36% | 5.72% | 7.11% | Q4 2018 | Q1 2023 | 18 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 18 | 18 | 0.21% | 0.42% | 0.80% | Q4 2018 | Q1 2023 | 18 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 18 | 18 | 1.61% | 2.23% | 3.09% | Q2 2013 | Q3 2017 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 18 | 0.23% | 0.56% | 0.78% | Q4 2018 | Q1 2023 | 18 |
Corbenic Partners LLC | 11 | 1 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q2 2022 | 18 |
Qtron Investments LLC | 18 | 18 | 0.23% | 0.75% | 1.20% | Q4 2018 | Q1 2023 | 18 |
Meridian Wealth Advisors, LLC | 18 | 18 | 0.37% | 1.04% | 1.46% | Q4 2018 | Q1 2023 | 18 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 14 | 1 | 1.26% | 3.51% | 5.72% | Q4 2016 | Q1 2023 | 18 |
HNP Capital LLC | 18 | 18 | 0.05% | 0.38% | 0.48% | Q4 2018 | Q1 2023 | 18 |
Kinneret Advisory, LLC | 18 | 18 | 0.42% | 0.58% | 0.89% | Q4 2018 | Q1 2023 | 18 |
Frisch Financial Group, Inc. | 18 | 18 | 0.61% | 0.72% | 0.94% | Q4 2018 | Q1 2023 | 18 |
GYL FINANCIAL SYNERGIES, LLC | 18 | 18 | 0.18% | 0.39% | 0.56% | Q4 2018 | Q1 2023 | 18 |
RESTON WEALTH MANAGEMENT LLC | 18 | 18 | 0.14% | 0.26% | 0.42% | Q4 2018 | Q1 2023 | 18 |
ERTS Wealth Advisors, LLC | 18 | 18 | 0.05% | 0.10% | 0.16% | Q4 2018 | Q1 2023 | 18 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.18% | 0.91% | Q1 2014 | Q1 2023 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.47% | 2.60% | Q4 2018 | Q1 2023 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 1.21% | 2.35% | 3.32% | Q4 2018 | Q1 2023 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.02% | 0.11% | 0.28% | Q4 2018 | Q1 2023 | 18 |
Cedar Brook Financial Partners, LLC | 18 | 18 | 0.26% | 0.37% | 0.50% | Q4 2018 | Q1 2023 | 18 |
VeraBank, N.A. | 18 | 18 | 0.16% | 0.28% | 0.49% | Q4 2018 | Q1 2023 | 18 |
GARRISON POINT ADVISORS, LLC | 18 | 18 | 0.76% | 0.99% | 1.31% | Q4 2018 | Q1 2023 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.11% | 0.23% | 0.87% | Q4 2018 | Q1 2023 | 18 |
BROOKS, MOORE & ASSOCIATES, INC. | 18 | 18 | 0.24% | 0.29% | 0.38% | Q4 2018 | Q1 2023 | 18 |
Paradigm Financial Partners, LLC | 18 | 18 | 1.18% | 1.43% | 1.89% | Q4 2018 | Q1 2023 | 18 |
Columbia Asset Management | 14 | 4 | 0.04% | 0.07% | 0.16% | Q3 2018 | Q1 2023 | 18 |
Private Portfolio Partners LLC | 18 | 18 | 0.16% | 0.23% | 0.38% | Q4 2018 | Q1 2023 | 18 |
TrinityPoint Wealth, LLC | 18 | 18 | 0.47% | 0.65% | 0.77% | Q4 2018 | Q1 2023 | 18 |
9258 Wealth Management, LLC | 18 | 18 | 0.30% | 0.41% | 0.60% | Q4 2018 | Q1 2023 | 18 |
Sargent Investment Group, LLC | 18 | 18 | 0.20% | 0.28% | 0.37% | Q4 2018 | Q1 2023 | 18 |
Allred Capital Management, LLC | 18 | 18 | 0.25% | 0.51% | 0.70% | Q4 2018 | Q1 2023 | 18 |
Bernardo Wealth Planning LLC | 18 | 18 | 0.14% | 0.36% | 0.68% | Q4 2018 | Q1 2023 | 18 |
CRA Financial Services, LLC | 18 | 18 | 0.29% | 0.45% | 0.55% | Q4 2018 | Q1 2023 | 18 |
Magnus Financial Group LLC | 18 | 18 | 0.12% | 0.28% | 0.49% | Q4 2018 | Q1 2023 | 18 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 18 | 18 | 0.09% | 0.14% | 0.20% | Q4 2018 | Q1 2023 | 18 |
Riverview Trust Co | 18 | 18 | 0.47% | 0.83% | 1.37% | Q4 2018 | Q1 2023 | 18 |
Claro Advisors LLC | 18 | 18 | 0.16% | 0.53% | 0.80% | Q4 2018 | Q1 2023 | 18 |
Wealthfront Advisers LLC | 18 | 18 | 0.07% | 0.14% | 0.26% | Q4 2018 | Q1 2023 | 18 |
Meridian Financial Partners LLC | 18 | 18 | 0.39% | 0.79% | 1.80% | Q4 2018 | Q1 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.30% | 0.41% | 0.58% | Q4 2018 | Q1 2023 | 18 |
Valtinson Bruner Financial Planning LLC | 18 | 18 | 0.38% | 0.55% | 0.75% | Q4 2018 | Q1 2023 | 18 |
Compton Wealth Advisory Group, LLC | 18 | 18 | 1.08% | 1.70% | 2.80% | Q4 2018 | Q1 2023 | 18 |
Cresset Asset Management, LLC | 18 | 18 | 0.06% | 0.13% | 0.26% | Q4 2018 | Q1 2023 | 18 |
Sands Capital Management | 18 | 18 | 0.02% | 0.15% | 0.37% | Q4 2018 | Q1 2023 | 18 |
Graves Light Lenhart Wealth, Inc. | 18 | 18 | 0.11% | 0.13% | 0.14% | Q4 2018 | Q1 2023 | 18 |
DOLIVER ADVISORS, LP | 18 | 18 | 0.50% | 0.89% | 1.73% | Q4 2018 | Q1 2023 | 18 |
Full Sail Capital, LLC | 18 | 18 | 0.03% | 0.06% | 0.20% | Q4 2018 | Q1 2023 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2023 | 18 |
Dougherty Wealth Advisers LLC | 18 | 18 | 0.31% | 0.47% | 0.64% | Q4 2018 | Q1 2023 | 18 |
Wambolt & Associates, LLC | 18 | 18 | 0.23% | 0.52% | 0.94% | Q4 2018 | Q1 2023 | 18 |
Andesa Financial Management Inc. | 18 | 18 | 0.14% | 0.46% | 0.83% | Q4 2018 | Q1 2023 | 18 |
Capital Impact Advisors, LLC | 18 | 18 | 0.61% | 0.95% | 1.42% | Q1 2015 | Q2 2019 | 18 |
Essex Savings Bank | 18 | 18 | 0.22% | 0.37% | 0.48% | Q4 2018 | Q1 2023 | 18 |
Clear Perspective Advisors, LLC | 7 | 5 | 0.01% | 0.19% | 0.38% | Q4 2016 | Q4 2021 | 18 |
SP Asset Management | 18 | 18 | 3.08% | 3.92% | 5.53% | Q2 2018 | Q3 2022 | 18 |
One Capital Management, LLC | 14 | 4 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q1 2023 | 18 |
Insight Wealth Strategies, LLC | 18 | 18 | 0.13% | 0.42% | 0.81% | Q4 2018 | Q1 2023 | 18 |
LITTLE HOUSE CAPITAL LLC | 18 | 18 | 0.77% | 1.54% | 2.45% | Q4 2018 | Q1 2023 | 18 |
HCR Wealth Advisors | 13 | 5 | 0.06% | 0.32% | 0.68% | Q4 2016 | Q1 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.20% | 0.36% | 0.56% | Q4 2018 | Q1 2023 | 18 |
Peachtree Investment Partners, LLC | 18 | 18 | 0.28% | 1.96% | 7.74% | Q4 2018 | Q1 2023 | 18 |
Principle Wealth Partners LLC | 18 | 18 | 0.28% | 0.38% | 0.53% | Q4 2018 | Q1 2023 | 18 |
Financial Gravity Asset Management, Inc. | 10 | 3 | 0.02% | 0.12% | 0.33% | Q1 2018 | Q1 2023 | 18 |
AltraVue Capital, LLC | 18 | 18 | 2.17% | 3.69% | 5.54% | Q4 2018 | Q1 2023 | 18 |
FormulaFolio Investments, LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q2 2021 | 18 |
First National Bank of South Miami | 18 | 18 | 0.19% | 0.49% | 0.98% | Q4 2018 | Q1 2023 | 18 |
CreativeOne Wealth, LLC | 18 | 18 | 0.10% | 0.24% | 0.45% | Q4 2018 | Q1 2023 | 18 |
Summit Trail Advisors, LLC | 12 | 1 | 0.03% | 0.30% | 1.56% | Q4 2017 | Q1 2023 | 18 |
Farmers & Merchants Trust Co of Long Beach | 18 | 18 | 1.90% | 2.39% | 2.88% | Q4 2018 | Q1 2023 | 18 |
Ninepoint Partners LP | 7 | 5 | 0.05% | 0.92% | 3.64% | Q3 2017 | Q1 2023 | 18 |
LeJeune Puetz Investment Counsel LLC | 18 | 18 | 0.06% | 0.47% | 0.75% | Q4 2018 | Q1 2023 | 18 |
Intersect Capital LLC | 14 | 2 | 0.01% | 0.22% | 0.73% | Q4 2014 | Q2 2022 | 18 |
Titus Wealth Management | 17 | 1 | 0.30% | 0.36% | 0.51% | Q4 2017 | Q2 2022 | 18 |
ISTHMUS PARTNERS, LLC | 16 | 1 | 0.01% | 0.01% | 0.08% | Q4 2014 | Q2 2021 | 18 |
Ocean Capital Management, LLC | 18 | 18 | 1.73% | 2.27% | 3.36% | Q4 2018 | Q1 2023 | 18 |
Svenska Handelsbanken AB (publ) | 17 | 1 | 0.03% | 3.17% | 4.77% | Q4 2015 | Q4 2020 | 18 |
BRASADA CAPITAL MANAGEMENT, LP | 13 | 5 | 0.10% | 0.24% | 0.50% | Q4 2017 | Q1 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q1 2023 | 18 |
Quadrature Capital Ltd | 5 | 2 | 0.11% | 0.84% | 2.55% | Q4 2016 | Q1 2023 | 18 |
Railway Pension Investments Ltd | 18 | 18 | 0.66% | 1.85% | 4.51% | Q4 2018 | Q1 2023 | 18 |
Capital Investment Advisory Services, LLC | 18 | 18 | 0.06% | 0.19% | 0.27% | Q4 2018 | Q1 2023 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.06% | 1.43% | 2.06% | Q4 2017 | Q1 2022 | 18 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.05% | 0.68% | 2.34% | Q4 2019 | Q1 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.17% | 0.49% | 1.42% | Q4 2018 | Q1 2023 | 18 |
Vivaldi Capital Management LP | 18 | 18 | 0.20% | 0.30% | 0.63% | Q4 2018 | Q1 2023 | 18 |
Ullmann Wealth Partners Group, LLC | 17 | 1 | 0.01% | 0.12% | 0.21% | Q1 2017 | Q1 2023 | 18 |
Legacy Bridge, LLC | 18 | 18 | 0.67% | 0.97% | 1.28% | Q4 2018 | Q1 2023 | 18 |
PFG Advisors | 18 | 18 | 0.25% | 0.37% | 0.52% | Q4 2018 | Q1 2023 | 18 |
BOK Financial Private Wealth, Inc. | 18 | 18 | 0.03% | 0.39% | 0.68% | Q4 2018 | Q1 2023 | 18 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 18 | 18 | 0.05% | 1.04% | 1.59% | Q4 2018 | Q1 2023 | 18 |
Old North State Trust, LLC | 11 | 6 | 0.02% | 0.13% | 0.32% | Q3 2018 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.13% | 0.27% | Q2 2013 | Q2 2017 | 17 |
MUFG Securities EMEA plc | 8 | 2 | 0.18% | 0.81% | 2.23% | Q1 2017 | Q3 2021 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 1.08% | 2.07% | 3.10% | Q4 2018 | Q4 2022 | 17 |
FAS Wealth Partners, Inc. | 17 | 17 | 0.15% | 0.24% | 0.45% | Q1 2019 | Q1 2023 | 17 |
TSFG, LLC | 17 | 17 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q1 2023 | 17 |
Coronation Fund Managers Ltd. | 13 | 4 | 0.13% | 0.61% | 1.22% | Q1 2018 | Q2 2022 | 17 |
SlateStone Wealth, LLC | 17 | 17 | 0.81% | 1.12% | 1.53% | Q4 2018 | Q4 2022 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q2 2017 | 17 |
ELEMENT POINTE ADVISORS, LLC | 16 | 1 | 0.09% | 0.17% | 0.36% | Q4 2018 | Q1 2023 | 17 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 17 | 17 | 0.23% | 0.54% | 0.94% | Q1 2019 | Q1 2023 | 17 |
Enterprise Bank & Trust Co | 17 | 17 | 1.38% | 1.78% | 2.22% | Q1 2019 | Q1 2023 | 17 |
CIM, LLC | 17 | 17 | 0.10% | 0.88% | 3.77% | Q4 2018 | Q4 2022 | 17 |
HARDING LOEVNER LP | 17 | 17 | 0.00% | 0.91% | 2.53% | Q1 2019 | Q1 2023 | 17 |
SAGE RHINO CAPITAL LLC | 17 | 17 | 0.19% | 0.29% | 0.36% | Q1 2019 | Q1 2023 | 17 |
KAYS FINANCIAL ADVISORY CORP /ADV | 14 | 14 | 0.01% | 0.34% | 0.69% | Q2 2017 | Q3 2020 | 17 |
RDA Financial Network | 17 | 17 | 0.74% | 1.36% | 2.62% | Q1 2019 | Q1 2023 | 17 |
Beck Bode, LLC | 9 | 8 | 0.09% | 0.21% | 0.54% | Q4 2018 | Q1 2023 | 17 |
Kinsight, LLC | 17 | 17 | 0.18% | 0.24% | 0.34% | Q2 2013 | Q2 2017 | 17 |
Inscription Capital, LLC | 15 | 2 | 0.09% | 0.54% | 0.96% | Q4 2018 | Q1 2023 | 17 |
Bremer Bank National Association | 17 | 17 | 0.26% | 0.32% | 0.37% | Q1 2019 | Q1 2023 | 17 |
Coastal Investment Advisors, Inc. | 17 | 17 | 0.28% | 0.48% | 0.70% | Q1 2019 | Q1 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Tetrem Capital Management Ltd. | 17 | 17 | 0.96% | 1.49% | 2.18% | Q2 2013 | Q2 2017 | 17 |
BOSTON RESEARCH & MANAGEMENT INC | 14 | 3 | 0.08% | 0.10% | 0.13% | Q3 2018 | Q1 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.16% | 0.26% | 0.49% | Q2 2013 | Q2 2017 | 17 |
SEEYOND | 17 | 17 | 0.11% | 0.29% | 0.84% | Q4 2018 | Q4 2022 | 17 |
DIMENSION CAPITAL MANAGEMENT LLC | 17 | 17 | 0.08% | 0.11% | 0.13% | Q1 2019 | Q1 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
PrairieView Partners, LLC | 15 | 2 | 0.08% | 0.11% | 0.20% | Q4 2017 | Q1 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.44% | 0.63% | 0.97% | Q1 2018 | Q1 2022 | 17 |
WINTRUST INVESTMENTS LLC | 9 | 8 | 0.04% | 0.18% | 0.40% | Q3 2018 | Q4 2022 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.23% | 0.33% | 0.42% | Q1 2019 | Q1 2023 | 17 |
CARDEROCK CAPITAL MANAGEMENT INC | 15 | 2 | 0.06% | 1.01% | 2.22% | Q2 2018 | Q1 2023 | 17 |
Monument Capital Management | 11 | 6 | 0.10% | 0.67% | 1.84% | Q4 2017 | Q1 2023 | 17 |
Violich Capital Management, Inc. | 17 | 17 | 0.11% | 2.36% | 3.42% | Q1 2019 | Q1 2023 | 17 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 17 | 17 | 0.20% | 0.26% | 0.34% | Q1 2019 | Q1 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.04% | 0.47% | 0.79% | Q1 2019 | Q1 2023 | 17 |
PRINCETON CAPITAL MANAGEMENT LLC | 10 | 7 | 0.01% | 0.92% | 1.72% | Q3 2014 | Q3 2019 | 17 |
Kovitz Investment Group Partners, LLC | 17 | 17 | 0.06% | 0.11% | 0.17% | Q1 2019 | Q1 2023 | 17 |
Wallington Asset Management, LLC | 17 | 17 | 1.71% | 2.59% | 4.09% | Q1 2019 | Q1 2023 | 17 |
Fidelity National Financial, Inc. | 17 | 17 | 0.62% | 1.39% | 2.51% | Q1 2019 | Q1 2023 | 17 |
Clarus Wealth Advisors | 9 | 1 | 0.12% | 0.25% | 0.61% | Q1 2018 | Q4 2022 | 17 |
Aveo Capital Partners, LLC | 9 | 1 | 0.07% | 0.10% | 0.13% | Q4 2016 | Q1 2023 | 17 |
BTR CAPITAL MANAGEMENT INC | 17 | 17 | 0.11% | 1.99% | 3.33% | Q3 2018 | Q3 2022 | 17 |
Atlantic Union Bankshares Corp | 16 | 1 | 0.01% | 1.07% | 1.64% | Q1 2014 | Q1 2023 | 17 |
DAGCO, INC. | 17 | 17 | 0.34% | 0.49% | 0.66% | Q1 2019 | Q1 2023 | 17 |
Cypress Wealth Services, LLC | 17 | 17 | 0.09% | 0.15% | 0.22% | Q1 2019 | Q1 2023 | 17 |
Teza Capital Management LLC | 4 | 1 | 0.09% | 0.43% | 1.80% | Q4 2016 | Q1 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.26% | 0.53% | 0.82% | Q2 2013 | Q2 2017 | 17 |
GOODWIN DANIEL L | 17 | 17 | 0.11% | 2.20% | 3.48% | Q1 2019 | Q1 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q1 2023 | 17 |
Keeler THomas Management LLC | 16 | 1 | 0.05% | 2.04% | 3.88% | Q4 2017 | Q1 2023 | 17 |
Suncoast Equity Management | 17 | 17 | 0.08% | 1.46% | 4.74% | Q1 2019 | Q1 2023 | 17 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.01% | 0.05% | 0.19% | Q1 2016 | Q1 2021 | 17 |
FLC Capital Advisors | 17 | 17 | 0.09% | 0.36% | 0.54% | Q1 2019 | Q1 2023 | 17 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 15 | 2 | 0.49% | 0.71% | 1.01% | Q3 2018 | Q1 2023 | 17 |
Semmax Financial Advisors Inc. | 17 | 17 | 0.08% | 0.33% | 0.43% | Q4 2018 | Q4 2022 | 17 |
James Hambro & Partners | 15 | 2 | 0.73% | 4.81% | 7.02% | Q4 2018 | Q1 2023 | 17 |
BREITER CAPITAL MANAGEMENT INC | 13 | 4 | 0.58% | 1.08% | 1.61% | Q4 2017 | Q1 2022 | 17 |
CLEARBRIDGE, LLC | 17 | 17 | 1.48% | 2.14% | 2.56% | Q2 2013 | Q2 2017 | 17 |
Altman Advisors, Inc. | 16 | 1 | 0.56% | 1.78% | 2.21% | Q2 2018 | Q1 2023 | 17 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 17 | 17 | 2.27% | 3.90% | 5.66% | Q1 2019 | Q1 2023 | 17 |
HighVista Strategies LLC | 9 | 1 | 0.04% | 0.45% | 2.01% | Q3 2013 | Q2 2019 | 17 |
Sio Capital Management, LLC | 12 | 1 | 1.03% | 1.90% | 4.45% | Q1 2015 | Q1 2020 | 17 |
Endurant Capital Management LP | 17 | 17 | 0.82% | 2.54% | 3.63% | Q4 2014 | Q4 2018 | 17 |
Fairhaven Wealth Management, LLC | 17 | 17 | 0.87% | 1.54% | 2.53% | Q4 2018 | Q4 2022 | 17 |
Forester Capital Management, LTD | 17 | 17 | 3.53% | 4.23% | 5.26% | Q2 2013 | Q2 2017 | 17 |
WESPAC Advisors, LLC | 7 | 1 | 0.14% | 0.46% | 1.38% | Q4 2013 | Q4 2022 | 17 |
Vestmark Advisory Solutions, Inc. | 17 | 17 | 0.89% | 1.15% | 1.65% | Q1 2019 | Q1 2023 | 17 |
Corundum Group, Inc. | 11 | 1 | 0.17% | 0.50% | 1.37% | Q3 2017 | Q1 2023 | 17 |
BURNS J W & CO INC/NY | 17 | 17 | 0.18% | 0.49% | 1.20% | Q1 2019 | Q1 2023 | 17 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.10% | 0.41% | Q4 2014 | Q1 2023 | 17 |
SG3 Management, LLC | 6 | 3 | 0.02% | 0.27% | 0.63% | Q2 2020 | Q3 2022 | 17 |
COMERICA SECURITIES,INC. | 17 | 17 | 0.64% | 0.98% | 1.14% | Q1 2019 | Q1 2023 | 17 |
Braun-Bostich & Associates Inc. | 12 | 5 | 0.42% | 0.87% | 1.46% | Q4 2017 | Q1 2023 | 17 |
GLUSKIN SHEFF & ASSOC INC | 17 | 17 | 0.56% | 1.13% | 1.81% | Q1 2019 | Q1 2023 | 17 |
Unigestion Holding SA | 13 | 4 | 0.01% | 0.15% | 0.80% | Q2 2018 | Q1 2023 | 17 |
iAB Financial Bank | 17 | 17 | 1.32% | 1.93% | 2.24% | Q2 2013 | Q2 2017 | 17 |
Quadrant Capital Management, LLC | 17 | 17 | 1.63% | 2.25% | 2.82% | Q4 2015 | Q4 2019 | 17 |
Ironsides Asset Advisors, LLC | 6 | 2 | 0.06% | 0.08% | 0.12% | Q4 2014 | Q1 2023 | 17 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 1 | 0.02% | 0.15% | 0.24% | Q4 2018 | Q1 2023 | 17 |
Stratos Wealth Advisors, LLC | 12 | 5 | 0.04% | 0.24% | 0.75% | Q4 2018 | Q1 2023 | 17 |
Stone Ridge Asset Management LLC | 11 | 6 | 0.47% | 0.98% | 2.76% | Q4 2014 | Q2 2020 | 17 |
ABRAMS BISON INVESTMENTS, LLC | 17 | 17 | 5.96% | 15.96% | 28.20% | Q1 2018 | Q1 2022 | 17 |
St. Johns Investment Management Company, LLC | 17 | 17 | 0.24% | 0.60% | 0.84% | Q1 2019 | Q1 2023 | 17 |
Centric Wealth Management | 13 | 4 | 0.56% | 0.87% | 1.56% | Q4 2018 | Q1 2023 | 17 |
CONDOR CAPITAL MANAGEMENT | 17 | 17 | 0.23% | 0.32% | 0.45% | Q1 2019 | Q1 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.02% | 0.22% | 0.49% | Q2 2013 | Q2 2017 | 17 |
THOMPSON DAVIS & CO., INC. | 17 | 17 | 0.04% | 0.22% | 0.64% | Q3 2014 | Q3 2018 | 17 |
Measured Wealth Private Client Group, LLC | 12 | 1 | 0.16% | 0.40% | 0.75% | Q2 2018 | Q1 2023 | 17 |
Bowie Capital Management, LLC | 16 | 16 | 0.74% | 3.48% | 11.95% | Q2 2019 | Q1 2023 | 17 |
Partnervest Advisory Services LLC | 10 | 5 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2020 | 17 |
Keudell/Morrison Wealth Management | 17 | 17 | 0.49% | 0.96% | 1.28% | Q1 2019 | Q1 2023 | 17 |
TEALWOOD ASSET MANAGEMENT INC | 9 | 7 | 1.10% | 1.35% | 1.72% | Q1 2019 | Q1 2023 | 16 |
DELTA FINANCIAL ADVISORS LLC | 16 | 16 | 0.16% | 0.57% | 0.84% | Q2 2019 | Q1 2023 | 16 |
Strategic Blueprint, LLC | 8 | 8 | 0.07% | 0.86% | 2.73% | Q1 2019 | Q1 2023 | 16 |
Destination Wealth Management | 8 | 1 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q1 2023 | 16 |
Xcel Wealth Management, LLC | 16 | 16 | 0.16% | 0.43% | 1.00% | Q2 2019 | Q1 2023 | 16 |
Connecticut Wealth Management, LLC | 16 | 16 | 0.08% | 0.30% | 0.46% | Q2 2019 | Q1 2023 | 16 |
WealthBridge Capital Management, LLC | 14 | 2 | 0.11% | 0.22% | 0.34% | Q4 2018 | Q1 2023 | 16 |
NEW YORK LIFE TRUST CO | 16 | 16 | 0.02% | 0.59% | 1.24% | Q2 2013 | Q1 2017 | 16 |
Gladstone Institutional Advisory LLC | 16 | 16 | 0.09% | 0.34% | 0.73% | Q2 2019 | Q1 2023 | 16 |
FORTEM FINANCIAL GROUP, LLC | 11 | 5 | 0.14% | 0.23% | 0.39% | Q4 2018 | Q1 2023 | 16 |
Provident Investment Management, Inc. | 16 | 16 | 0.08% | 2.92% | 5.33% | Q2 2019 | Q1 2023 | 16 |
BEACON FINANCIAL GROUP | 16 | 16 | 0.10% | 0.23% | 0.31% | Q2 2019 | Q1 2023 | 16 |
Ellis Investment Partners, LLC | 16 | 16 | 0.04% | 0.28% | 0.56% | Q2 2019 | Q1 2023 | 16 |
Vantage Financial Partners Ltd., Inc. | 16 | 16 | 0.54% | 0.92% | 1.35% | Q2 2019 | Q1 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q3 2022 | 16 |
BOENNING & SCATTERGOOD, INC. | 16 | 16 | 0.09% | 0.46% | 0.72% | Q1 2019 | Q4 2022 | 16 |
TOWNSQUARE CAPITAL LLC | 11 | 5 | 0.02% | 0.53% | 0.86% | Q4 2018 | Q1 2023 | 16 |
Vantage Investment Partners, LLC | 16 | 16 | 4.88% | 8.30% | 12.98% | Q2 2019 | Q1 2023 | 16 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.13% | 0.45% | Q2 2015 | Q3 2022 | 16 |
Wunderlich Capital Managemnt | 16 | 16 | 1.03% | 1.48% | 2.18% | Q2 2019 | Q1 2023 | 16 |
CATAWBA CAPITAL MANAGEMENT /VA | 16 | 16 | 0.05% | 0.12% | 0.21% | Q3 2014 | Q2 2018 | 16 |
Independent Portfolio Consultants, Inc. | 13 | 3 | 0.01% | 0.09% | 0.41% | Q2 2013 | Q2 2017 | 16 |
Jupiter Investment Management Ltd | 5 | 1 | 0.00% | 0.52% | 1.55% | Q2 2013 | Q2 2020 | 16 |
CI Global Investments Inc. | 10 | 6 | 0.01% | 0.20% | 0.67% | Q2 2014 | Q3 2018 | 16 |
CONNABLE OFFICE INC | 16 | 16 | 0.56% | 0.73% | 0.93% | Q2 2019 | Q1 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.23% | 0.36% | Q2 2013 | Q1 2017 | 16 |
ARGI Investment Services, LLC | 15 | 1 | 0.01% | 0.06% | 0.10% | Q3 2018 | Q4 2022 | 16 |
Covenant Partners, LLC | 16 | 16 | 0.31% | 0.52% | 0.71% | Q2 2019 | Q1 2023 | 16 |
Brookmont Capital Management | 12 | 2 | 0.09% | 0.22% | 0.32% | Q2 2017 | Q1 2022 | 16 |
BFSG, LLC | 7 | 2 | 0.08% | 0.24% | 0.49% | Q3 2017 | Q1 2023 | 16 |
Route One Investment Company, L.P. | 16 | 16 | 3.85% | 8.08% | 11.02% | Q2 2019 | Q1 2023 | 16 |
Beacon Pointe Advisors, LLC | 16 | 16 | 0.09% | 0.37% | 0.78% | Q2 2019 | Q1 2023 | 16 |
Fundamentum, LLC | 16 | 16 | 0.62% | 1.05% | 1.39% | Q2 2019 | Q1 2023 | 16 |
NICHOLAS COMPANY, INC. | 15 | 1 | 0.00% | 0.98% | 1.29% | Q2 2013 | Q1 2023 | 16 |
Bryn Mawr Capital Management, LLC | 11 | 5 | 0.63% | 1.21% | 2.09% | Q4 2016 | Q1 2023 | 16 |
ACCESS FINANCIAL SERVICES, INC. | 13 | 3 | 0.13% | 0.43% | 1.48% | Q4 2016 | Q2 2021 | 16 |
Minneapolis Portfolio Management Group, LLC | 16 | 16 | 1.78% | 4.34% | 6.16% | Q2 2019 | Q1 2023 | 16 |
Newfound Research LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 16 |
Barry Investment Advisors, LLC | 12 | 1 | 0.07% | 0.11% | 0.20% | Q2 2015 | Q1 2023 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.85% | 1.02% | 1.32% | Q4 2014 | Q3 2018 | 16 |
Geneva Partners, LLC | 8 | 1 | 0.55% | 2.18% | 3.71% | Q2 2016 | Q1 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q1 2017 | 16 |
CSat Investment Advisory, L.P. | 12 | 4 | 0.00% | 1.75% | 6.19% | Q4 2014 | Q1 2021 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.02% | 0.20% | 0.52% | Q4 2018 | Q3 2022 | 16 |
PIN OAK INVESTMENT ADVISORS INC | 16 | 16 | 0.02% | 0.12% | 0.24% | Q2 2019 | Q1 2023 | 16 |
USA Financial Portformulas Corp | 5 | 1 | 0.01% | 1.64% | 4.89% | Q4 2014 | Q3 2022 | 16 |
Arnhold LLC | 16 | 16 | 1.17% | 1.47% | 2.17% | Q2 2019 | Q1 2023 | 16 |
CAPITAL CITY TRUST CO/FL | 16 | 16 | 0.34% | 0.65% | 1.06% | Q2 2019 | Q1 2023 | 16 |
TLWM | 16 | 16 | 0.22% | 0.35% | 0.50% | Q2 2019 | Q1 2023 | 16 |
MARINO, STRAM & ASSOCIATES LLC | 10 | 6 | 0.02% | 0.17% | 1.51% | Q4 2017 | Q1 2023 | 16 |
Sabal Trust CO | 12 | 1 | 0.02% | 1.25% | 2.31% | Q1 2018 | Q1 2023 | 16 |
Westhampton Capital, LLC | 16 | 16 | 0.25% | 0.65% | 0.92% | Q2 2019 | Q1 2023 | 16 |
MCDANIEL TERRY & CO | 16 | 16 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q1 2023 | 16 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 16 | 16 | 2.33% | 3.26% | 4.54% | Q2 2019 | Q1 2023 | 16 |
Symmetry Partners, LLC | 12 | 4 | 0.10% | 0.39% | 0.51% | Q4 2018 | Q1 2023 | 16 |
Texas Yale Capital Corp. | 16 | 16 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q1 2023 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.02% | 0.13% | 0.24% | Q4 2018 | Q1 2023 | 16 |
Cohen Klingenstein LLC | 16 | 16 | 0.24% | 0.50% | 0.74% | Q2 2019 | Q1 2023 | 16 |
Invst, LLC | 15 | 1 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q1 2023 | 16 |
WADE G W & INC | 14 | 2 | 0.02% | 0.12% | 0.24% | Q1 2019 | Q1 2023 | 16 |
Marshall Wace North America L.P. | 9 | 7 | 0.05% | 1.08% | 2.57% | Q1 2017 | Q3 2021 | 16 |
Crewe Advisors LLC | 11 | 2 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q1 2023 | 16 |
Cypress Capital, LLC | 11 | 5 | 0.36% | 0.67% | 1.59% | Q4 2018 | Q4 2022 | 16 |
WHITE PINE CAPITAL LLC | 16 | 16 | 0.10% | 0.18% | 0.28% | Q2 2019 | Q1 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.03% | 0.41% | 0.90% | Q2 2013 | Q1 2017 | 16 |
LAU ASSOCIATES LLC | 16 | 16 | 0.82% | 1.35% | 1.63% | Q1 2016 | Q4 2019 | 16 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 10 | 1 | 0.02% | 2.49% | 4.99% | Q4 2017 | Q1 2023 | 16 |
Coastal Bridge Advisors, LLC | 9 | 7 | 0.06% | 0.13% | 0.18% | Q2 2017 | Q1 2023 | 16 |
MidWestOne Financial Group, Inc. | 16 | 16 | 0.27% | 0.41% | 0.55% | Q2 2019 | Q1 2023 | 16 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q1 2019 | 16 |
Manning & Napier Group, LLC | 16 | 16 | 0.19% | 0.27% | 0.34% | Q2 2019 | Q1 2023 | 16 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 16 | 16 | 0.15% | 0.18% | 0.20% | Q2 2013 | Q1 2017 | 16 |
WASHINGTON CAPITAL MANAGEMENT, INC | 16 | 16 | 0.73% | 1.27% | 1.61% | Q2 2019 | Q1 2023 | 16 |
Arden Trust Co | 16 | 16 | 0.98% | 1.55% | 2.33% | Q2 2019 | Q1 2023 | 16 |
CLOUGH CAPITAL PARTNERS L P | 5 | 2 | 0.02% | 0.82% | 2.41% | Q2 2013 | Q1 2023 | 16 |
Oxbow Advisors, LLC | 16 | 16 | 0.03% | 1.60% | 3.02% | Q2 2019 | Q1 2023 | 16 |
Tranquility Partners, LLC | 16 | 16 | 1.13% | 2.07% | 2.59% | Q2 2019 | Q1 2023 | 16 |
Sound View Wealth Advisors Group, LLC | 16 | 16 | 0.22% | 0.35% | 0.47% | Q2 2019 | Q1 2023 | 16 |
BINGHAM OSBORN & SCARBOROUGH LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2021 | 16 |
First Houston Capital, Inc. | 16 | 16 | 1.02% | 2.65% | 3.40% | Q3 2013 | Q2 2017 | 16 |
Knuff & Co LLC | 12 | 4 | 0.00% | 0.06% | 0.24% | Q4 2018 | Q1 2023 | 16 |
Western Wealth Management, LLC | 11 | 5 | 0.14% | 0.34% | 0.55% | Q4 2018 | Q4 2022 | 16 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q1 2023 | 16 |
Virtu KCG Holdings LLC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q1 2017 | 16 |
ASSET MANAGEMENT CORP /IL/ /ADV | 14 | 14 | 0.25% | 0.46% | 0.75% | Q4 2019 | Q1 2023 | 15 |
COLUMBUS CIRCLE INVESTORS | 10 | 1 | 0.04% | 0.12% | 0.20% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.67% | 0.71% | 0.79% | Q3 2011 | Q3 2015 | 15 |
Ziegler Capital Management, LLC | 13 | 2 | 0.22% | 1.12% | 2.10% | Q2 2013 | Q1 2023 | 15 |
Charles Schwab Trust Co | 15 | 15 | 0.12% | 0.37% | 0.56% | Q3 2019 | Q1 2023 | 15 |
Edge Capital Group, LLC | 13 | 1 | 0.02% | 0.08% | 0.12% | Q4 2018 | Q1 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.05% | 2.03% | 2.84% | Q4 2019 | Q1 2023 | 15 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 15 | 15 | 0.06% | 0.41% | 1.00% | Q2 2013 | Q4 2016 | 15 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 13 | 2 | 0.05% | 0.09% | 0.13% | Q1 2015 | Q4 2018 | 15 |
Stillwater Investment Management, LLC | 14 | 1 | 0.08% | 0.12% | 0.16% | Q3 2018 | Q1 2023 | 15 |
Sustainable Insight Capital Management, LLC | 10 | 1 | 0.14% | 0.54% | 1.08% | Q3 2018 | Q1 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.16% | 0.84% | 1.25% | Q1 2017 | Q3 2020 | 15 |
FIRST UNITED BANK & TRUST | 14 | 1 | 0.13% | 0.17% | 0.25% | Q3 2018 | Q1 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.23% | 0.33% | 0.44% | Q2 2013 | Q4 2016 | 15 |
Sageworth Trust Co | 8 | 1 | 0.00% | 0.02% | 0.15% | Q4 2014 | Q1 2023 | 15 |
Doyle Wealth Management | 9 | 1 | 0.03% | 0.12% | 0.31% | Q2 2018 | Q3 2022 | 15 |
Profit Investment Management, LLC | 15 | 15 | 0.35% | 0.67% | 1.09% | Q3 2019 | Q1 2023 | 15 |
Holistic Financial Partners | 12 | 1 | 0.02% | 0.29% | 0.56% | Q4 2017 | Q1 2023 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.11% | 0.20% | 0.32% | Q1 2017 | Q3 2020 | 15 |
HighTower Trust Company, N.A. | 12 | 3 | 0.73% | 1.46% | 1.95% | Q2 2019 | Q1 2023 | 15 |
LBMC INVESTMENT ADVISORS, LLC | 12 | 1 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q1 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.20% | 0.59% | 0.98% | Q2 2013 | Q4 2016 | 15 |
Winthrop Advisory Group LLC | 14 | 1 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q1 2023 | 15 |
Geller Advisors LLC | 15 | 15 | 0.09% | 0.18% | 0.26% | Q3 2019 | Q1 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.43% | 0.58% | 0.76% | Q2 2013 | Q4 2016 | 15 |
MONROE BANK & TRUST/MI | 7 | 3 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q2 2019 | 15 |
Northstar Group, Inc. | 12 | 1 | 0.07% | 0.09% | 0.10% | Q3 2018 | Q1 2023 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 15 | 15 | 0.47% | 0.81% | 1.20% | Q2 2015 | Q4 2018 | 15 |
CAAS CAPITAL MANAGEMENT LP | 7 | 1 | 0.03% | 0.26% | 0.55% | Q2 2020 | Q3 2022 | 15 |
Pine River Capital Management L.P. | 4 | 4 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q2 2015 | 15 |
Consulta Ltd | 15 | 15 | 3.91% | 10.77% | 16.30% | Q3 2019 | Q1 2023 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 | 1 | 0.06% | 0.50% | 1.00% | Q2 2018 | Q1 2023 | 15 |
Parkwood LLC | 4 | 1 | 0.05% | 0.45% | 1.35% | Q4 2013 | Q1 2023 | 15 |
Mader & Shannon Wealth Management, Inc. | 10 | 1 | 1.10% | 4.47% | 10.85% | Q2 2014 | Q1 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 3 | 0.00% | 0.16% | 0.81% | Q1 2017 | Q1 2023 | 15 |
Edge Wealth Management LLC | 9 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 15 |
Intercontinental Wealth Advisors, LLC | 10 | 5 | 0.04% | 0.10% | 0.20% | Q4 2018 | Q1 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.47% | 1.17% | Q2 2014 | Q4 2017 | 15 |
Arvest Bank Trust Division | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.34% | 0.46% | 0.64% | Q2 2013 | Q4 2016 | 15 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.13% | 0.48% | 1.00% | Q4 2018 | Q1 2023 | 15 |
Strategic Investment Advisors / MI | 10 | 5 | 0.11% | 0.29% | 0.46% | Q2 2019 | Q1 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.28% | 0.81% | 1.28% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.37% | 0.53% | 0.78% | Q2 2013 | Q4 2016 | 15 |
Cardinal Capital Management, Inc. | 15 | 15 | 0.06% | 0.77% | 1.08% | Q3 2019 | Q1 2023 | 15 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 12 | 3 | 1.31% | 4.22% | 6.59% | Q1 2017 | Q1 2023 | 15 |
abrdn Investment Management Ltd | 13 | 2 | 0.01% | 0.65% | 2.04% | Q2 2013 | Q2 2017 | 15 |
Global Wealth Management Investment Advisory, Inc. | 15 | 15 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 15 |
Filament LLC | 15 | 15 | 0.22% | 0.26% | 0.30% | Q3 2016 | Q1 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q4 2016 | 15 |
Passport Capital, LLC | 6 | 2 | 0.00% | 2.52% | 13.90% | Q2 2013 | Q4 2018 | 15 |
Shilanski & Associates, Inc. | 12 | 3 | 0.12% | 0.15% | 0.21% | Q2 2019 | Q1 2023 | 15 |
Rainier Group Investment Advisory LLC | 13 | 2 | 0.10% | 0.17% | 0.28% | Q4 2016 | Q3 2020 | 15 |
PRIVATE ASSET MANAGEMENT INC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2022 | 15 |
ROTHSCHILD INVESTMENT CORP /IL | 14 | 1 | 0.02% | 0.14% | 0.27% | Q2 2017 | Q1 2023 | 15 |
EVOKE WEALTH, LLC | 15 | 15 | 0.01% | 0.53% | 2.83% | Q3 2019 | Q1 2023 | 15 |
Signet Investment Advisory Group, Inc. | 10 | 5 | 1.31% | 1.67% | 1.98% | Q4 2018 | Q1 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.10% | 0.14% | 0.22% | Q2 2013 | Q4 2016 | 15 |
MONECO Advisors, LLC | 12 | 1 | 0.17% | 0.23% | 0.53% | Q1 2019 | Q1 2023 | 15 |
Williams Jones Wealth Management, LLC. | 15 | 15 | 0.08% | 0.33% | 0.61% | Q3 2019 | Q1 2023 | 15 |
Sand Hill Global Advisors, LLC | 15 | 15 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q1 2023 | 15 |
BECK CAPITAL MANAGEMENT, LLC | 13 | 2 | 0.29% | 0.67% | 0.84% | Q4 2013 | Q1 2023 | 15 |
Hirtle Callaghan & Co LLC | 6 | 3 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q1 2023 | 15 |
NORTHERN CAPITAL MANAGEMENT LLC | 11 | 4 | 0.32% | 0.37% | 0.45% | Q4 2013 | Q4 2018 | 15 |
RGT Wealth Advisors, LLC | 8 | 1 | 0.05% | 0.10% | 0.18% | Q4 2016 | Q3 2022 | 15 |
WealthTrust Fairport, LLC | 8 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 15 |
ALGERT GLOBAL LLC | 8 | 1 | 0.11% | 0.50% | 0.94% | Q2 2015 | Q1 2023 | 15 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 11 | 4 | 0.06% | 0.76% | 2.20% | Q3 2018 | Q2 2022 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.11% | 0.17% | 0.25% | Q1 2017 | Q3 2020 | 15 |
Grace Capital | 15 | 15 | 0.14% | 0.49% | 1.58% | Q2 2018 | Q4 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.16% | 0.21% | 0.25% | Q2 2016 | Q4 2019 | 15 |
ASSET ADVISORS CORP | 15 | 15 | 0.00% | 0.42% | 1.08% | Q4 2014 | Q2 2018 | 15 |
GRIFFIN ASSET MANAGEMENT, INC. | 14 | 1 | 0.01% | 0.31% | 0.56% | Q2 2019 | Q1 2023 | 15 |
Spearhead Capital Advisors, LLC | 15 | 15 | 1.00% | 1.31% | 2.26% | Q1 2019 | Q3 2022 | 15 |
Trinity Legacy Partners, LLC | 10 | 2 | 0.00% | 0.90% | 2.40% | Q4 2018 | Q1 2023 | 15 |
Members Trust Co | 10 | 5 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2022 | 15 |
IMS Capital Management | 14 | 1 | 0.06% | 0.65% | 1.12% | Q3 2018 | Q4 2022 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 15 | 15 | 0.08% | 0.35% | 0.57% | Q3 2019 | Q1 2023 | 15 |
Kavar Capital Partners, LLC | 7 | 2 | 0.00% | 0.07% | 0.12% | Q4 2013 | Q3 2020 | 15 |
BENJAMIN EDWARDS INC | 13 | 2 | 0.01% | 0.26% | 0.48% | Q1 2019 | Q1 2023 | 15 |
Pinkerton Retirement Specialists, LLC | 12 | 3 | 0.01% | 0.54% | 1.38% | Q2 2016 | Q4 2022 | 15 |
BSW Wealth Partners | 15 | 15 | 0.09% | 0.18% | 0.26% | Q3 2019 | Q1 2023 | 15 |
River Road Asset Management, LLC | 15 | 15 | 0.04% | 0.48% | 1.16% | Q3 2019 | Q1 2023 | 15 |
Pacific Edge Advisors, LLC | 15 | 15 | 0.18% | 0.23% | 0.28% | Q1 2018 | Q3 2021 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.77% | 1.00% | 1.42% | Q3 2016 | Q1 2020 | 15 |
Gilbert & Cook, Inc. | 11 | 4 | 0.08% | 0.11% | 0.21% | Q4 2016 | Q1 2023 | 15 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 15 | 15 | 0.20% | 0.34% | 0.67% | Q3 2019 | Q1 2023 | 15 |
PENN DAVIS MCFARLAND INC | 15 | 15 | 1.50% | 4.45% | 5.64% | Q3 2019 | Q1 2023 | 15 |
Capital Advisors, Ltd. LLC | 9 | 6 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q1 2023 | 15 |
Kelman-Lazarov, Inc. | 10 | 4 | 0.02% | 0.07% | 0.10% | Q1 2016 | Q1 2023 | 14 |
MIROVA | 12 | 2 | 0.03% | 0.12% | 0.22% | Q4 2018 | Q3 2022 | 14 |
Secure Asset Management, LLC | 14 | 14 | 0.31% | 0.42% | 0.60% | Q4 2019 | Q1 2023 | 14 |
BCS Wealth Management | 14 | 14 | 0.14% | 0.22% | 0.30% | Q4 2019 | Q1 2023 | 14 |
CERTUITY, LLC | 14 | 14 | 0.12% | 0.21% | 0.37% | Q4 2019 | Q1 2023 | 14 |
JAG CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.02% | 0.54% | 1.98% | Q4 2018 | Q1 2023 | 14 |
Arkadios Wealth Advisors | 14 | 14 | 0.27% | 0.53% | 1.02% | Q4 2019 | Q1 2023 | 14 |
MATHER GROUP, LLC. | 14 | 14 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q1 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.03% | 0.09% | 0.12% | Q2 2013 | Q3 2016 | 14 |
CFM WEALTH PARTNERS LLC | 14 | 14 | 0.13% | 0.20% | 0.38% | Q4 2019 | Q1 2023 | 14 |
Lineweaver Wealth Advisors, LLC | 14 | 14 | 0.44% | 0.68% | 0.97% | Q4 2019 | Q1 2023 | 14 |
Toroso Investments, LLC | 10 | 4 | 0.08% | 0.23% | 0.41% | Q3 2019 | Q1 2023 | 14 |
Delta Investment Management, LLC | 14 | 14 | 0.08% | 0.14% | 0.22% | Q4 2019 | Q1 2023 | 14 |
Parcion Private Wealth LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q1 2023 | 14 |
Perennial Investment Advisors, LLC | 14 | 14 | 0.18% | 0.30% | 0.55% | Q4 2019 | Q1 2023 | 14 |
ICW Investment Advisors LLC | 14 | 14 | 0.20% | 0.34% | 0.47% | Q4 2019 | Q1 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.07% | 0.10% | 0.12% | Q4 2013 | Q1 2017 | 14 |
Reliant Investment Management, LLC | 14 | 14 | 1.96% | 2.99% | 4.69% | Q4 2019 | Q1 2023 | 14 |
Ayrshire Capital Management LLC | 14 | 14 | 2.88% | 3.65% | 4.68% | Q4 2019 | Q1 2023 | 14 |
Mission Creek Capital Partners, Inc. | 14 | 14 | 0.15% | 0.40% | 0.72% | Q4 2019 | Q1 2023 | 14 |
BELLEVUE ASSET MANAGEMENT, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2023 | 14 |
PBMares Wealth Management LLC | 14 | 14 | 0.38% | 0.62% | 0.83% | Q4 2019 | Q1 2023 | 14 |
Key FInancial Inc | 14 | 14 | 0.48% | 0.63% | 0.92% | Q4 2019 | Q1 2023 | 14 |
Chronos Wealth Management, LLC | 14 | 14 | 5.05% | 5.97% | 7.42% | Q4 2019 | Q1 2023 | 14 |
Family Firm, Inc. | 10 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q1 2023 | 14 |
Malaga Cove Capital, LLC | 14 | 14 | 0.37% | 0.84% | 1.46% | Q1 2019 | Q2 2022 | 14 |
Eidelman Virant Capital | 14 | 14 | 0.19% | 0.32% | 0.48% | Q2 2019 | Q3 2022 | 14 |
MADISON WEALTH MANAGEMENT | 14 | 14 | 1.16% | 1.37% | 1.74% | Q4 2019 | Q1 2023 | 14 |
FCF Advisors LLC | 13 | 1 | 0.90% | 1.44% | 2.02% | Q1 2015 | Q1 2023 | 14 |
Ruane, Cunniff & Goldfarb L.P. | 14 | 14 | 1.31% | 7.17% | 9.90% | Q4 2019 | Q1 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.09% | 0.19% | 0.33% | Q1 2017 | Q2 2020 | 14 |
DOHJ, LLC | 14 | 14 | 1.22% | 1.49% | 1.89% | Q4 2019 | Q1 2023 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.02% | 0.30% | 0.74% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q1 2023 | 14 |
Investment Research & Advisory Group, Inc. | 14 | 14 | 0.92% | 1.75% | 2.42% | Q4 2019 | Q1 2023 | 14 |
Copperleaf Capital, LLC | 14 | 14 | 0.84% | 1.17% | 1.75% | Q4 2019 | Q1 2023 | 14 |
RIVERPARK CAPITAL MANAGEMENT LLC | 9 | 1 | 1.01% | 2.58% | 3.60% | Q4 2017 | Q1 2023 | 14 |
Stokes Family Office, LLC | 14 | 14 | 0.18% | 0.35% | 0.49% | Q4 2019 | Q1 2023 | 14 |
Mattern Wealth Management LLC | 14 | 14 | 0.16% | 0.84% | 1.59% | Q4 2019 | Q1 2023 | 14 |
SUMMIT FINANCIAL GROUP, INC. | 14 | 14 | 0.11% | 0.13% | 0.14% | Q4 2019 | Q1 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.39% | 0.46% | 0.64% | Q2 2013 | Q3 2016 | 14 |
HighMark Wealth Management LLC | 14 | 14 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q1 2023 | 14 |
Marks Group Wealth Management, Inc | 14 | 14 | 0.69% | 1.53% | 1.93% | Q4 2019 | Q1 2023 | 14 |
RiverGlades Family Offices LLC | 12 | 2 | 0.30% | 0.48% | 0.68% | Q3 2019 | Q1 2023 | 14 |
Merit Financial Group, LLC | 14 | 14 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q1 2023 | 14 |
Stonebridge Financial Planning Group, LLC | 14 | 14 | 0.17% | 0.25% | 0.43% | Q4 2019 | Q1 2023 | 14 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 8 | 2 | 0.27% | 1.51% | 4.29% | Q1 2016 | Q4 2022 | 14 |
Red Door Wealth Management, LLC | 14 | 14 | 1.26% | 1.64% | 2.26% | Q4 2019 | Q1 2023 | 14 |
QP WEALTH MANAGEMENT, LLC | 14 | 14 | 1.53% | 2.10% | 2.99% | Q4 2019 | Q1 2023 | 14 |
HOHIMER WEALTH MANAGEMENT, LLC | 14 | 14 | 0.90% | 1.12% | 1.30% | Q4 2019 | Q1 2023 | 14 |
Orion Portfolio Solutions, LLC | 14 | 14 | 0.05% | 0.22% | 0.39% | Q4 2019 | Q1 2023 | 14 |
Texas Capital Bank Wealth Management Services Inc | 14 | 14 | 0.60% | 1.02% | 1.38% | Q4 2019 | Q1 2023 | 14 |
Alhambra Investment Partners LLC | 14 | 14 | 0.34% | 0.42% | 0.50% | Q4 2019 | Q1 2023 | 14 |
Paragon Capital Management Ltd | 8 | 1 | 0.03% | 0.18% | 0.27% | Q3 2017 | Q4 2021 | 14 |
Summit Wealth Group, LLC | 14 | 14 | 0.05% | 0.75% | 1.15% | Q4 2019 | Q1 2023 | 14 |
ALLEGHANY CORP /DE | 14 | 14 | 1.03% | 3.46% | 6.01% | Q2 2019 | Q3 2022 | 14 |
Creegan & Nassoura Financial Group, LLC | 14 | 14 | 1.30% | 1.52% | 1.81% | Q4 2019 | Q1 2023 | 14 |
HARRELL INVESTMENT PARTNERS, LLC | 14 | 14 | 0.82% | 1.11% | 1.69% | Q4 2019 | Q1 2023 | 14 |
Optas, LLC | 14 | 14 | 0.52% | 0.69% | 0.90% | Q4 2019 | Q1 2023 | 14 |
TFO-TDC, LLC | 14 | 14 | 0.00% | 0.11% | 0.38% | Q4 2019 | Q1 2023 | 14 |
BOURGEON CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.02% | 0.17% | Q3 2013 | Q1 2023 | 14 |
NATIONAL PLANNING CORP | 9 | 5 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q3 2017 | 14 |
Mine & Arao Wealth Creation & Management, LLC. | 14 | 14 | 0.05% | 0.06% | 0.10% | Q4 2019 | Q1 2023 | 14 |
1776 Wealth LLC | 14 | 14 | 0.47% | 0.59% | 0.74% | Q4 2019 | Q1 2023 | 14 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q1 2023 | 14 |
ISLAY CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.15% | 0.55% | 0.89% | Q4 2019 | Q1 2023 | 14 |
Bayesian Capital Management, LP | 4 | 1 | 0.08% | 0.45% | 1.77% | Q4 2016 | Q1 2023 | 14 |
Private Wealth Strategies, L.L.C. | 14 | 14 | 0.81% | 0.99% | 1.22% | Q4 2019 | Q1 2023 | 14 |
Wealth Alliance Advisory Group, LLC | 14 | 14 | 0.13% | 0.32% | 0.54% | Q4 2019 | Q1 2023 | 14 |
MATTERN CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.28% | 1.40% | 1.58% | Q4 2019 | Q1 2023 | 14 |
Vestcor Inc | 14 | 14 | 0.24% | 0.47% | 0.80% | Q4 2019 | Q1 2023 | 14 |
Asio Capital, LLC | 14 | 14 | 1.69% | 2.00% | 2.63% | Q4 2019 | Q1 2023 | 14 |
Regent Peak Wealth Advisors LLC | 14 | 14 | 0.13% | 0.42% | 0.84% | Q4 2019 | Q1 2023 | 14 |
BALLAST ADVISORS LLC | 14 | 14 | 0.29% | 0.34% | 0.47% | Q4 2019 | Q1 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.28% | 0.35% | 0.64% | Q4 2019 | Q1 2023 | 14 |
Samalin Investment Counsel, LLC | 14 | 14 | 0.34% | 0.58% | 1.08% | Q4 2019 | Q1 2023 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.03% | 0.10% | 0.14% | Q4 2019 | Q1 2023 | 14 |
Keebeck Wealth Management, LLC | 14 | 14 | 0.20% | 0.59% | 0.86% | Q4 2019 | Q1 2023 | 14 |
DAVIS-REA LTD. | 14 | 14 | 0.96% | 2.16% | 8.24% | Q4 2019 | Q1 2023 | 14 |
WASHBURN CAPITAL MANAGEMENT, INC. | 14 | 14 | 0.82% | 1.26% | 1.95% | Q4 2019 | Q1 2023 | 14 |
Seven Springs Wealth Group, LLC | 14 | 14 | 0.28% | 0.37% | 0.49% | Q4 2019 | Q1 2023 | 14 |
Wealth Enhancement & Preservation of GA, LLC | 14 | 14 | 0.59% | 0.87% | 1.29% | Q4 2019 | Q1 2023 | 14 |
F3Logic, LLC | 11 | 3 | 0.01% | 0.11% | 0.20% | Q4 2018 | Q4 2022 | 14 |
Rossmore Private Capital | 13 | 1 | 0.13% | 0.46% | 0.58% | Q4 2017 | Q1 2023 | 14 |
Procyon Advisors, LLC | 14 | 14 | 0.55% | 0.74% | 0.99% | Q4 2019 | Q1 2023 | 14 |
Consolidated Planning Corp | 14 | 14 | 0.34% | 1.03% | 2.74% | Q4 2019 | Q1 2023 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.28% | 0.32% | 0.38% | Q4 2019 | Q1 2023 | 14 |
HRT FINANCIAL LP | 3 | 1 | 0.03% | 0.33% | 1.46% | Q4 2014 | Q1 2023 | 14 |
Davidson Capital Management Inc. | 14 | 14 | 0.56% | 1.07% | 2.52% | Q4 2019 | Q1 2023 | 14 |
Veracity Capital LLC | 14 | 14 | 0.09% | 0.20% | 0.33% | Q4 2019 | Q1 2023 | 14 |
HBW Advisory Services LLC | 14 | 14 | 0.92% | 1.25% | 1.52% | Q4 2019 | Q1 2023 | 14 |
Carolina Wealth Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Disciplined Investments, LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q1 2023 | 14 |
STEPH & CO | 14 | 14 | 0.19% | 0.34% | 0.50% | Q4 2019 | Q1 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q1 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.16% | 1.09% | Q1 2015 | Q3 2018 | 14 |
West Family Investments, Inc. | 10 | 4 | 0.99% | 1.99% | 2.60% | Q1 2018 | Q1 2023 | 14 |
DIAMANT ASSET MANAGEMENT, INC. | 7 | 2 | 0.20% | 0.24% | 0.32% | Q2 2018 | Q1 2023 | 14 |
Gleason Group, Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2023 | 14 |
Biltmore Family Office, LLC | 12 | 2 | 0.16% | 0.24% | 0.44% | Q4 2017 | Q1 2023 | 14 |
WAFRA INC. | 12 | 2 | 0.20% | 1.31% | 3.20% | Q2 2015 | Q3 2020 | 14 |
Vigilare Wealth Management | 14 | 14 | 0.17% | 0.55% | 1.56% | Q4 2019 | Q1 2023 | 14 |
Ensign Peak Advisors, Inc | 14 | 14 | 1.11% | 1.60% | 2.36% | Q4 2019 | Q1 2023 | 14 |
Arcus Capital Partners, LLC | 10 | 4 | 0.04% | 0.22% | 0.52% | Q2 2019 | Q1 2023 | 14 |
Sciencast Management LP | 4 | 1 | 0.07% | 0.57% | 1.02% | Q4 2016 | Q1 2022 | 14 |
Requisite Capital Management, LLC | 12 | 1 | 0.06% | 0.15% | 0.50% | Q1 2019 | Q1 2023 | 14 |
Continuum Advisory, LLC | 10 | 1 | 0.12% | 0.34% | 0.55% | Q2 2017 | Q1 2023 | 14 |
Quantitative Investment Management, LLC | 7 | 1 | 0.08% | 0.50% | 1.22% | Q2 2013 | Q2 2021 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.22% | 0.30% | 0.40% | Q2 2013 | Q3 2016 | 14 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 14 | 14 | 0.58% | 0.86% | 1.26% | Q4 2019 | Q1 2023 | 14 |
Integrated Advisors Network LLC | 14 | 14 | 0.30% | 0.47% | 0.63% | Q4 2019 | Q1 2023 | 14 |
HYMAN CHARLES D | 14 | 14 | 0.03% | 0.20% | 0.30% | Q4 2019 | Q1 2023 | 14 |
Argent Advisors, Inc. | 14 | 14 | 0.10% | 0.41% | 0.55% | Q4 2019 | Q1 2023 | 14 |
Banque Cantonale Vaudoise | 14 | 14 | 0.42% | 0.62% | 1.28% | Q4 2019 | Q1 2023 | 14 |
DEERE & CO | 14 | 14 | 0.32% | 0.47% | 0.61% | Q2 2013 | Q3 2016 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.34% | 0.62% | 0.76% | Q4 2019 | Q1 2023 | 14 |
Cottage Street Advisors LLC | 7 | 1 | 0.47% | 1.23% | 2.03% | Q2 2019 | Q1 2023 | 14 |
Strategic Family Wealth Counselors, L.L.C. | 14 | 14 | 0.13% | 0.20% | 0.29% | Q4 2019 | Q1 2023 | 14 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Knights of Columbus Asset Advisors LLC | 14 | 14 | 0.08% | 0.13% | 0.24% | Q4 2019 | Q1 2023 | 14 |
QCM Cayman, Ltd. | 3 | 1 | 0.16% | 1.03% | 4.26% | Q2 2014 | Q1 2023 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.43% | 1.26% | 2.32% | Q4 2019 | Q1 2023 | 14 |
Benchmark Wealth Management, LLC | 14 | 14 | 0.15% | 0.20% | 0.26% | Q4 2019 | Q1 2023 | 14 |
LVZ, Inc. | 11 | 1 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q1 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.47% | 0.73% | 0.96% | Q1 2016 | Q2 2019 | 14 |
HUSSMAN STRATEGIC ADVISORS, INC. | 7 | 1 | 0.33% | 0.88% | 1.57% | Q4 2013 | Q2 2018 | 14 |
Mount Lucas Management LP | 6 | 4 | 0.38% | 0.85% | 1.32% | Q1 2017 | Q1 2023 | 14 |
WealthShield Partners, LLC | 14 | 14 | 0.12% | 0.32% | 0.60% | Q4 2019 | Q1 2023 | 14 |
Keystone Financial Group | 12 | 2 | 0.09% | 0.13% | 0.19% | Q2 2019 | Q4 2022 | 14 |
AHL Partners LLP | 14 | 14 | 0.05% | 0.27% | 0.43% | Q3 2014 | Q4 2017 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 14 | 0.19% | 0.41% | 1.09% | Q4 2019 | Q1 2023 | 14 |
Atlas Brown,Inc. | 14 | 14 | 0.19% | 0.38% | 0.53% | Q4 2019 | Q1 2023 | 14 |
Venture Visionary Partners LLC | 14 | 14 | 0.28% | 0.42% | 0.66% | Q4 2019 | Q1 2023 | 14 |
PDS Planning, Inc | 14 | 14 | 0.14% | 0.28% | 0.33% | Q4 2019 | Q1 2023 | 14 |
Catamount Wealth Management | 10 | 4 | 0.00% | 0.02% | 0.27% | Q4 2014 | Q1 2019 | 14 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 14 | 14 | 0.51% | 0.60% | 0.73% | Q4 2019 | Q1 2023 | 14 |
Bay Harbor Wealth Management, LLC | 9 | 5 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q1 2023 | 14 |
EP Wealth Advisors, LLC | 12 | 2 | 0.01% | 0.20% | 0.51% | Q1 2019 | Q3 2022 | 14 |
Fairbanks Capital Management, Inc. | 14 | 14 | 0.43% | 1.62% | 2.76% | Q4 2019 | Q1 2023 | 14 |
RBA Wealth Management, LLC | 8 | 6 | 1.80% | 2.57% | 3.32% | Q1 2019 | Q1 2023 | 14 |
Brave Warrior Advisors | 14 | 14 | 0.02% | 1.87% | 3.78% | Q4 2019 | Q1 2023 | 14 |
Oldfather Financial Services, LLC | 14 | 14 | 0.34% | 0.44% | 0.57% | Q4 2019 | Q1 2023 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q1 2023 | 14 |
Core Alternative Capital | 14 | 14 | 1.82% | 2.32% | 3.38% | Q4 2019 | Q1 2023 | 14 |
QV Investors Inc. | 14 | 14 | 0.95% | 1.44% | 2.18% | Q4 2019 | Q1 2023 | 14 |
GPM Growth Investors, Inc. | 14 | 14 | 2.97% | 3.53% | 4.89% | Q4 2019 | Q1 2023 | 14 |
GLG LLC | 6 | 3 | 0.08% | 0.45% | 1.12% | Q1 2014 | Q4 2017 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.01% | 0.18% | 0.49% | Q4 2019 | Q1 2023 | 14 |
S.E.E.D. Planning Group LLC | 14 | 14 | 1.14% | 1.86% | 2.77% | Q4 2019 | Q1 2023 | 14 |
Findlay Park Partners LLP | 14 | 14 | 0.58% | 2.00% | 2.86% | Q4 2019 | Q1 2023 | 14 |
Detalus Advisors, LLC | 14 | 14 | 0.22% | 0.45% | 0.57% | Q4 2019 | Q1 2023 | 14 |
Birch Capital Management, LLC | 14 | 14 | 1.77% | 2.09% | 2.48% | Q4 2019 | Q1 2023 | 14 |
Live Oak Private Wealth LLC | 14 | 14 | 1.62% | 2.42% | 5.01% | Q4 2019 | Q1 2023 | 14 |
Sunburst Financial Group, LLC | 14 | 14 | 0.27% | 0.36% | 0.41% | Q4 2019 | Q1 2023 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 1 | 0.04% | 0.05% | 0.08% | Q3 2013 | Q3 2017 | 14 |
Cedar Mountain Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
DREMAN VALUE MANAGEMENT, L L C | 14 | 14 | 0.00% | 0.10% | 0.42% | Q2 2013 | Q3 2016 | 14 |
Atlas Private Wealth Management | 14 | 14 | 1.25% | 1.62% | 2.16% | Q4 2019 | Q1 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.10% | 0.12% | 0.14% | Q4 2018 | Q1 2022 | 14 |
XML Financial, LLC | 14 | 14 | 0.12% | 0.24% | 0.50% | Q4 2019 | Q1 2023 | 14 |
Bernicke Wealth Management, Ltd. | 14 | 14 | 0.22% | 0.54% | 0.74% | Q1 2017 | Q2 2020 | 14 |
Peregrine Asset Advisers, Inc. | 7 | 1 | 0.09% | 0.33% | 1.62% | Q1 2013 | Q2 2021 | 14 |
CrestPoint Capital Management, LLC | 13 | 1 | 0.11% | 0.17% | 0.28% | Q4 2013 | Q4 2017 | 14 |
KFA Private Wealth Group, LLC | 14 | 14 | 0.56% | 0.64% | 0.78% | Q4 2019 | Q1 2023 | 14 |
Samsung Asset Management (New York), Inc. | 14 | 14 | 1.39% | 1.73% | 2.45% | Q2 2013 | Q3 2016 | 14 |
Bay Rivers Group | 14 | 14 | 1.37% | 1.92% | 3.02% | Q4 2019 | Q1 2023 | 14 |
Ethic Inc. | 14 | 14 | 1.05% | 1.27% | 1.52% | Q4 2019 | Q1 2023 | 14 |
Laidlaw Wealth Management LLC | 14 | 14 | 0.60% | 0.86% | 1.14% | Q4 2019 | Q1 2023 | 14 |
Madison Asset Management, LLC | 14 | 14 | 0.11% | 0.18% | 0.26% | Q4 2019 | Q1 2023 | 14 |
Capital Directions Investment Advisors, LLC | 7 | 6 | 0.03% | 0.06% | 0.09% | Q3 2019 | Q4 2022 | 13 |
Assured Investment Management LLC | 10 | 1 | 0.00% | 0.09% | 0.30% | Q1 2015 | Q1 2019 | 13 |
Governors Lane LP | 13 | 13 | 1.23% | 3.24% | 5.81% | Q1 2020 | Q1 2023 | 13 |
Platte River Wealth Advisors, LLC | 12 | 1 | 0.75% | 1.00% | 1.32% | Q4 2019 | Q1 2023 | 13 |
HERON FINANCIAL GROUP, LLC | 12 | 1 | 0.70% | 0.91% | 1.21% | Q4 2019 | Q1 2023 | 13 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 3 | 0.06% | 0.13% | 0.19% | Q3 2019 | Q1 2023 | 13 |
White Lighthouse Investment Management Inc. | 12 | 1 | 0.06% | 0.12% | 0.18% | Q4 2017 | Q2 2022 | 13 |
IEQ CAPITAL, LLC | 9 | 4 | 0.30% | 0.49% | 0.94% | Q4 2019 | Q1 2023 | 13 |
STELLIAM INVESTMENT MANAGEMENT, LP | 10 | 3 | 1.16% | 1.77% | 3.28% | Q1 2014 | Q1 2019 | 13 |
TEXAS CAPITAL BANCSHARES INC/TX | 9 | 4 | 0.14% | 0.45% | 0.68% | Q4 2014 | Q1 2023 | 13 |
Antonetti Capital Management LLC | 7 | 1 | 0.01% | 0.31% | 0.54% | Q2 2010 | Q1 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 1 | 0.00% | 0.08% | 0.13% | Q2 2018 | Q1 2023 | 13 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2018 | 13 |
Euclid Advisors LLC | 13 | 13 | 0.12% | 0.68% | 1.58% | Q2 2013 | Q2 2016 | 13 |
Avidian Wealth Solutions, LLC | 12 | 1 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q1 2023 | 13 |
Hexavest Inc. | 7 | 1 | 0.00% | 0.42% | 0.94% | Q1 2015 | Q3 2021 | 13 |
Notis-McConarty Edward | 13 | 13 | 0.27% | 0.94% | 1.44% | Q1 2020 | Q1 2023 | 13 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q1 2023 | 13 |
Stockman Wealth Management, Inc. | 12 | 1 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q1 2023 | 13 |
WINMILL & CO. INC | 13 | 13 | 1.95% | 2.50% | 3.29% | Q1 2020 | Q1 2023 | 13 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.12% | 0.52% | 2.08% | Q4 2014 | Q3 2019 | 13 |
TPI Fund Managers Ltd | 13 | 13 | 2.94% | 3.80% | 5.46% | Q2 2019 | Q2 2022 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.05% | 0.14% | Q3 2019 | Q3 2022 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.50% | 0.67% | 0.96% | Q2 2013 | Q2 2016 | 13 |
Souders Financial Advisors | 13 | 13 | 1.05% | 1.53% | 2.09% | Q1 2020 | Q1 2023 | 13 |
JUPITER ASSET MANAGEMENT LTD | 12 | 1 | 0.01% | 0.39% | 0.90% | Q4 2018 | Q1 2023 | 13 |
Baader Bank Aktiengesellschaft | 4 | 1 | 0.28% | 0.76% | 1.41% | Q4 2021 | Q1 2023 | 13 |
Symphony Financial, Ltd. Co. | 13 | 13 | 0.11% | 0.49% | 1.17% | Q1 2020 | Q1 2023 | 13 |
Arlington Partners LLC | 10 | 1 | 0.00% | 0.07% | 0.19% | Q1 2019 | Q1 2023 | 13 |
Platform Technology Partners | 8 | 5 | 0.40% | 0.65% | 0.92% | Q4 2019 | Q1 2023 | 13 |
Financial Engines Advisors L.L.C. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 13 |
FIRST NIAGARA BANK | 13 | 13 | 0.48% | 0.66% | 0.86% | Q2 2013 | Q2 2016 | 13 |
ARDSLEY ADVISORY PARTNERS LP | 7 | 2 | 0.10% | 0.23% | 0.47% | Q4 2016 | Q3 2020 | 13 |
PHILADELPHIA TRUST CO | 12 | 1 | 0.02% | 0.10% | 0.27% | Q4 2019 | Q1 2023 | 13 |
SOMERVILLE KURT F | 13 | 13 | 0.45% | 1.50% | 2.22% | Q1 2020 | Q1 2023 | 13 |
BRIDGER MANAGEMENT, LLC | 6 | 1 | 1.81% | 3.33% | 5.01% | Q2 2013 | Q2 2020 | 13 |
Eudaimonia Partners, LLC | 8 | 5 | 0.56% | 0.96% | 1.43% | Q4 2019 | Q1 2023 | 13 |
Stewart Asset Management, LLC | 13 | 13 | 4.57% | 8.09% | 13.64% | Q4 2019 | Q4 2022 | 13 |
ZWEIG ADVISERS LLC | 13 | 13 | 1.37% | 1.73% | 1.99% | Q2 2013 | Q2 2016 | 13 |
Five Oceans Asset Management LTD | 8 | 5 | 1.17% | 2.65% | 3.54% | Q4 2010 | Q2 2014 | 13 |
Avion Wealth | 13 | 13 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2023 | 13 |
MARVIN & PALMER ASSOCIATES INC | 9 | 4 | 2.08% | 3.65% | 6.06% | Q4 2016 | Q4 2022 | 13 |
STEADFAST CAPITAL MANAGEMENT LP | 13 | 13 | 2.10% | 3.22% | 5.76% | Q1 2020 | Q1 2023 | 13 |
Pavion Blue Capital, LLC | 7 | 6 | 0.12% | 0.19% | 0.25% | Q4 2019 | Q1 2023 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.07% | 1.56% | 3.55% | Q1 2020 | Q1 2023 | 13 |
HOWARD WEALTH MANAGEMENT, LLC | 12 | 1 | 0.14% | 0.20% | 0.31% | Q4 2019 | Q1 2023 | 13 |
Port Capital LLC | 8 | 5 | 0.04% | 0.73% | 1.95% | Q4 2017 | Q1 2023 | 13 |
Stelac Advisory Services LLC | 7 | 2 | 0.05% | 0.19% | 0.46% | Q1 2018 | Q1 2023 | 13 |
MEITAV INVESTMENT HOUSE LTD | 9 | 4 | 0.00% | 0.25% | 1.31% | Q4 2017 | Q1 2023 | 13 |
Traynor Capital Management, Inc. | 13 | 13 | 0.06% | 0.10% | 0.16% | Q1 2020 | Q1 2023 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.20% | 0.66% | 1.07% | Q4 2019 | Q1 2023 | 13 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.00% | 0.40% | 1.02% | Q3 2014 | Q1 2023 | 13 |
Broderick Brian C | 13 | 13 | 0.14% | 1.39% | 2.33% | Q1 2020 | Q1 2023 | 13 |
Congress Park Capital LLC | 13 | 13 | 0.12% | 0.23% | 0.82% | Q1 2020 | Q1 2023 | 13 |
ExodusPoint Capital Management, LP | 12 | 1 | 0.01% | 0.09% | 0.26% | Q2 2019 | Q1 2023 | 13 |
Jackson Hole Capital Partners, LLC | 12 | 1 | 0.08% | 0.13% | 0.40% | Q4 2019 | Q1 2023 | 13 |
Hyperion Capital Advisors LP | 13 | 13 | 1.11% | 4.81% | 8.70% | Q1 2020 | Q1 2023 | 13 |
Menard Financial Group LLC | 12 | 1 | 0.93% | 2.84% | 5.80% | Q4 2019 | Q1 2023 | 13 |
Shepherd Financial Partners LLC | 13 | 13 | 0.12% | 0.36% | 0.64% | Q1 2020 | Q1 2023 | 13 |
HoyleCohen, LLC | 13 | 13 | 0.04% | 0.05% | 0.08% | Q1 2020 | Q1 2023 | 13 |
Wealth Advisory Solutions, LLC | 8 | 5 | 0.00% | 1.26% | 1.63% | Q4 2019 | Q1 2023 | 13 |
TOBAM | 11 | 1 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q1 2023 | 13 |
Reilly Herbert Faulkner III | 13 | 13 | 0.10% | 0.22% | 0.44% | Q1 2018 | Q1 2021 | 13 |
Blue Zone Wealth Advisors, LLC | 13 | 13 | 0.09% | 0.21% | 0.66% | Q1 2020 | Q1 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2020 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.05% | 0.61% | 1.05% | Q4 2019 | Q4 2022 | 13 |
Alyeska Investment Group, L.P. | 6 | 1 | 0.02% | 0.37% | 0.65% | Q2 2013 | Q4 2022 | 13 |
Poehling Capital Management, INC. | 6 | 1 | 0.07% | 0.12% | 0.17% | Q4 2017 | Q2 2022 | 13 |
Wealth Alliance | 13 | 13 | 0.45% | 0.73% | 0.85% | Q1 2020 | Q1 2023 | 13 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 12 | 1 | 0.16% | 0.27% | 0.81% | Q4 2019 | Q1 2023 | 13 |
Moser Wealth Advisors, LLC | 13 | 13 | 1.25% | 1.53% | 2.04% | Q4 2019 | Q4 2022 | 13 |
Visionary Wealth Advisors | 12 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2023 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.10% | 0.23% | 0.41% | Q1 2020 | Q1 2023 | 13 |
Steel Peak Wealth Management LLC | 12 | 1 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q1 2023 | 13 |
Marotta Asset Management | 13 | 13 | 0.12% | 0.16% | 0.22% | Q4 2019 | Q4 2022 | 13 |
Solstein Capital, LLC | 9 | 4 | 0.04% | 0.12% | 0.21% | Q4 2019 | Q1 2023 | 13 |
Kerrisdale Advisers, LLC | 6 | 3 | 0.14% | 1.60% | 7.47% | Q1 2015 | Q1 2023 | 13 |
Weaver Consulting Group | 7 | 6 | 0.02% | 0.08% | 0.13% | Q1 2019 | Q1 2023 | 13 |
Columbia Trust Co 01012016 | 10 | 3 | 0.94% | 1.15% | 1.56% | Q4 2019 | Q1 2023 | 13 |
360 Financial, Inc. | 11 | 2 | 0.18% | 0.23% | 0.32% | Q4 2019 | Q1 2023 | 13 |
Jeereddi Investments, LP | 13 | 13 | 0.42% | 0.72% | 1.50% | Q4 2019 | Q4 2022 | 13 |
CHECK CAPITAL MANAGEMENT INC/CA | 13 | 13 | 0.03% | 0.05% | 0.06% | Q3 2012 | Q3 2015 | 13 |
CWS Financial Advisors, LLC | 7 | 6 | 0.13% | 0.17% | 0.22% | Q4 2019 | Q1 2023 | 13 |
Cognios Capital, LLC | 12 | 1 | 0.33% | 0.84% | 2.17% | Q4 2013 | Q1 2020 | 13 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.31% | 0.61% | 0.80% | Q1 2020 | Q1 2023 | 13 |
Pflug Koory, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
STRATEGIC CAPITAL ADVISERS, INC. | 13 | 13 | 0.52% | 2.24% | 3.23% | Q2 2019 | Q2 2022 | 13 |
Element Wealth, LLC | 13 | 13 | 0.25% | 0.29% | 0.38% | Q1 2020 | Q1 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q2 2016 | 13 |
HHM Wealth Advisors, LLC | 13 | 13 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q1 2023 | 13 |
Eisler Capital (UK) Ltd. | 4 | 3 | 0.00% | 0.38% | 1.01% | Q2 2021 | Q1 2023 | 13 |
American Financial Advisors, LLC | 13 | 13 | 0.04% | 0.05% | 0.10% | Q1 2020 | Q1 2023 | 13 |
Retirement Group, LLC | 12 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q1 2023 | 13 |
J. W. Coons Advisors, LLC | 13 | 13 | 1.25% | 1.69% | 1.94% | Q1 2020 | Q1 2023 | 13 |
Your Advocates Ltd., LLP | 13 | 13 | 0.06% | 0.09% | 0.11% | Q1 2020 | Q1 2023 | 13 |
MAKENA CAPITAL MANAGEMENT LLC | 13 | 13 | 1.17% | 2.36% | 3.22% | Q1 2020 | Q1 2023 | 13 |
PRIO WEALTH LIMITED PARTNERSHIP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.09% | 0.34% | 0.48% | Q1 2018 | Q1 2021 | 13 |
KANALY TRUST CO | 13 | 13 | 0.03% | 0.06% | 0.13% | Q4 2013 | Q4 2016 | 13 |
Ironvine Capital Partners, LLC | 5 | 3 | 0.24% | 0.68% | 2.83% | Q4 2017 | Q1 2023 | 13 |
PUZO MICHAEL J | 13 | 13 | 0.46% | 1.52% | 2.20% | Q1 2020 | Q1 2023 | 13 |
Seelaus Asset Management LLC | 13 | 13 | 0.20% | 0.57% | 0.80% | Q1 2020 | Q1 2023 | 13 |
White Pine Investment CO | 13 | 13 | 0.49% | 0.54% | 0.61% | Q2 2013 | Q2 2016 | 13 |
Orgel Wealth Management, LLC | 12 | 1 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q1 2023 | 13 |
AlphaMark Advisors, LLC | 11 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2022 | 13 |
Stolper Co | 13 | 13 | 3.17% | 3.55% | 4.18% | Q1 2020 | Q1 2023 | 13 |
Kidder Stephen W | 13 | 13 | 0.23% | 1.52% | 2.36% | Q1 2020 | Q1 2023 | 13 |
First Eagle Investment Management, LLC | 11 | 2 | 0.05% | 0.10% | 0.16% | Q4 2014 | Q1 2023 | 13 |
Stack Financial Management, Inc | 13 | 13 | 1.56% | 2.08% | 2.97% | Q1 2020 | Q1 2023 | 13 |
Rosenberg Matthew Hamilton | 13 | 13 | 0.12% | 0.15% | 0.20% | Q1 2020 | Q1 2023 | 13 |
Citizens National Bank Trust Department | 13 | 13 | 1.87% | 2.21% | 2.72% | Q1 2020 | Q1 2023 | 13 |
SUFFOLK CAPITAL MANAGEMENT LLC | 9 | 2 | 0.77% | 1.41% | 1.75% | Q4 2013 | Q2 2018 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.73% | 0.96% | 1.19% | Q1 2020 | Q1 2023 | 13 |
Capital International Sarl | 13 | 13 | 0.40% | 1.04% | 1.56% | Q1 2020 | Q1 2023 | 13 |
A.R.T. Advisors, LLC | 9 | 1 | 0.02% | 0.30% | 0.93% | Q4 2013 | Q2 2020 | 13 |
ADVISOR GROUP HOLDINGS, INC. | 13 | 13 | 0.23% | 0.28% | 0.39% | Q1 2020 | Q1 2023 | 13 |
United Asset Strategies, Inc. | 7 | 3 | 0.14% | 0.78% | 2.13% | Q2 2013 | Q1 2019 | 13 |
Smith, Salley & Associates | 11 | 2 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q1 2023 | 13 |
SOUND SHORE MANAGEMENT INC /CT/ | 8 | 4 | 1.84% | 2.35% | 3.29% | Q2 2013 | Q2 2021 | 12 |
Professional Financial Advisors, LLC | 12 | 12 | 0.49% | 0.60% | 0.79% | Q2 2020 | Q1 2023 | 12 |
FORTE CAPITAL LLC /ADV | 12 | 12 | 0.03% | 0.10% | 0.20% | Q2 2020 | Q1 2023 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 5 | 1 | 0.12% | 0.23% | 0.38% | Q4 2016 | Q1 2022 | 12 |
RiverFront Investment Group, LLC | 10 | 2 | 0.19% | 0.40% | 0.93% | Q3 2012 | Q1 2023 | 12 |
GUYASUTA INVESTMENT ADVISORS INC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q1 2023 | 12 |
Towerpoint Wealth, LLC | 12 | 12 | 0.20% | 0.26% | 0.36% | Q2 2020 | Q1 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.32% | 0.39% | 0.53% | Q2 2020 | Q1 2023 | 12 |
Prudent Man Advisors, LLC | 12 | 12 | 0.29% | 0.40% | 0.53% | Q2 2020 | Q1 2023 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.11% | 0.17% | 0.26% | Q2 2020 | Q1 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.40% | 1.38% | 1.74% | Q4 2016 | Q3 2019 | 12 |
Unified Trust Company, N.A. | 12 | 12 | 2.09% | 2.95% | 3.72% | Q4 2018 | Q3 2021 | 12 |
LOUNTZIS ASSET MANAGEMENT, LLC | 12 | 12 | 2.96% | 3.41% | 4.10% | Q2 2020 | Q1 2023 | 12 |
Somerset Trust Co | 12 | 12 | 0.79% | 1.02% | 1.37% | Q2 2020 | Q1 2023 | 12 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 12 | 12 | 1.83% | 2.18% | 2.51% | Q3 2018 | Q2 2021 | 12 |
Quantinno Capital Management LP | 6 | 1 | 0.28% | 0.71% | 1.20% | Q4 2018 | Q1 2023 | 12 |
PEOPLES FINANCIAL SERVICES CORP. | 11 | 1 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q4 2016 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 1 | 0.00% | 0.08% | 0.22% | Q4 2019 | Q1 2023 | 12 |
Providence First Trust Co | 8 | 2 | 0.44% | 2.20% | 2.98% | Q3 2017 | Q1 2023 | 12 |
Versor Investments LP | 7 | 1 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q1 2023 | 12 |
Royal Harbor Partners, LLC | 12 | 12 | 0.87% | 1.13% | 1.60% | Q2 2020 | Q1 2023 | 12 |
Harvest Investment Services, LLC | 8 | 2 | 0.09% | 0.17% | 0.26% | Q4 2018 | Q4 2022 | 12 |
Ellsworth Advisors, LLC | 12 | 12 | 0.14% | 0.18% | 0.22% | Q2 2020 | Q1 2023 | 12 |
Stamos Capital Partners, L.P. | 8 | 4 | 0.32% | 0.85% | 1.69% | Q4 2018 | Q1 2023 | 12 |
Verity Asset Management, Inc. | 5 | 1 | 0.13% | 0.58% | 1.84% | Q4 2013 | Q1 2023 | 12 |
Crestone Asset Management LLC | 11 | 1 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q2 2022 | 12 |
WP Advisors, LLC | 12 | 12 | 0.17% | 0.79% | 1.03% | Q2 2020 | Q1 2023 | 12 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.86% | 1.73% | Q3 2017 | Q1 2020 | 12 |
Trek Financial, LLC | 12 | 12 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q1 2023 | 12 |
Value Partners Investments Inc. | 12 | 12 | 0.47% | 0.85% | 1.27% | Q2 2020 | Q1 2023 | 12 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.03% | 0.18% | 0.49% | Q2 2015 | Q1 2021 | 12 |
MORGAN JESS S & CO INC | 12 | 12 | 2.65% | 3.20% | 4.96% | Q4 2019 | Q3 2022 | 12 |
Torch Wealth Management LLC | 9 | 3 | 0.06% | 0.14% | 0.20% | Q4 2013 | Q4 2019 | 12 |
Soros Fund Management | 8 | 1 | 0.08% | 0.42% | 1.14% | Q1 2014 | Q4 2021 | 12 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.09% | 0.87% | 1.57% | Q2 2020 | Q1 2023 | 12 |
NEXT CENTURY GROWTH INVESTORS LLC | 8 | 4 | 0.09% | 0.32% | 0.44% | Q2 2017 | Q1 2023 | 12 |
Sentry Investments Corp. | 12 | 12 | 0.21% | 1.15% | 1.76% | Q2 2015 | Q1 2018 | 12 |
Kathmere Capital Management, LLC | 12 | 12 | 0.10% | 0.17% | 0.24% | Q2 2020 | Q1 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.30% | 1.13% | 1.44% | Q4 2016 | Q3 2019 | 12 |
Investors Capital Advisory Services | 12 | 12 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q2 2016 | 12 |
Price Wealth, LLC | 12 | 12 | 0.06% | 0.37% | 0.69% | Q4 2017 | Q3 2020 | 12 |
Mawer Investment Management Ltd. | 12 | 12 | 0.28% | 1.83% | 3.53% | Q2 2020 | Q1 2023 | 12 |
OKABENA INVESTMENT SERVICES INC | 8 | 1 | 0.02% | 0.97% | 1.91% | Q4 2019 | Q1 2023 | 12 |
ARMISTICE CAPITAL, LLC | 7 | 1 | 0.21% | 1.08% | 2.59% | Q3 2019 | Q1 2023 | 12 |
S&T BANK/PA | 12 | 12 | 0.82% | 1.16% | 1.55% | Q2 2020 | Q1 2023 | 12 |
Canton Hathaway, LLC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2023 | 12 |
EMERALD ADVISERS, LLC | 8 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2023 | 12 |
Cedar Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 12 |
Neuberger Berman Canada ULC | 5 | 1 | 0.06% | 0.33% | 0.67% | Q2 2013 | Q3 2017 | 12 |
JONES FINANCIAL COMPANIES LLLP | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 12 |
Oliver Luxxe Assets LLC | 10 | 1 | 0.07% | 0.08% | 0.12% | Q3 2018 | Q1 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.30% | 0.35% | 0.42% | Q2 2013 | Q1 2016 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.50% | 1.72% | 2.17% | Q4 2016 | Q3 2019 | 12 |
J.W. COLE ADVISORS, INC. | 11 | 1 | 0.13% | 0.19% | 0.27% | Q4 2019 | Q1 2023 | 12 |
COMERICA SECURITIES INC | 8 | 4 | 0.27% | 0.41% | 0.52% | Q4 2015 | Q4 2018 | 12 |
Trellis Advisors, LLC | 12 | 12 | 0.16% | 0.19% | 0.24% | Q2 2020 | Q1 2023 | 12 |
Numeric Investors LLC | 12 | 12 | 0.01% | 0.71% | 1.61% | Q4 2014 | Q3 2017 | 12 |
ELEMENT CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 1.43% | 4.11% | Q1 2016 | Q1 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.14% | 0.52% | 0.66% | Q4 2016 | Q3 2019 | 12 |
Matisse Capital | 9 | 1 | 0.07% | 0.23% | 0.65% | Q4 2019 | Q1 2023 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.16% | 0.42% | 0.72% | Q4 2014 | Q3 2017 | 12 |
Investment Counsel Inc. | 12 | 12 | 0.18% | 0.44% | 0.67% | Q2 2018 | Q1 2021 | 12 |
DEAN INVESTMENT ASSOCIATES, LLC | 12 | 12 | 0.26% | 0.29% | 0.33% | Q2 2013 | Q1 2016 | 12 |
DSM CAPITAL PARTNERS LLC | 12 | 12 | 1.73% | 2.43% | 3.99% | Q2 2020 | Q1 2023 | 12 |
First Washington CORP | 12 | 12 | 0.09% | 0.11% | 0.16% | Q4 2019 | Q3 2022 | 12 |
Blueshift Asset Management, LLC | 5 | 1 | 0.04% | 0.38% | 0.85% | Q4 2018 | Q1 2023 | 12 |
AMG National Trust Bank | 12 | 12 | 0.18% | 0.22% | 0.28% | Q2 2020 | Q1 2023 | 12 |
Mizuho Securities Co. Ltd. | 9 | 1 | 0.00% | 0.10% | 0.94% | Q4 2018 | Q4 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.06% | 0.17% | 0.34% | Q4 2018 | Q3 2021 | 12 |
Paragon Capital Management LLC | 5 | 1 | 0.06% | 0.14% | 0.26% | Q1 2019 | Q1 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.54% | 0.70% | 1.03% | Q2 2013 | Q1 2016 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.11% | 0.25% | 0.50% | Q4 2018 | Q3 2021 | 12 |
Blue Pool Management Ltd. | 12 | 12 | 2.28% | 6.70% | 11.23% | Q4 2018 | Q3 2021 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.23% | 0.47% | 0.64% | Q2 2013 | Q1 2016 | 12 |
BANK OF STOCKTON | 12 | 12 | 0.18% | 0.37% | 0.58% | Q2 2020 | Q1 2023 | 12 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.00% | 0.45% | 1.32% | Q1 2018 | Q1 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.77% | 0.90% | 1.12% | Q4 2018 | Q3 2021 | 12 |
PointState Capital LP | 8 | 1 | 0.10% | 1.41% | 3.55% | Q4 2018 | Q1 2023 | 12 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 12 | 12 | 0.02% | 0.06% | 0.16% | Q4 2019 | Q3 2022 | 12 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.19% | 0.34% | 0.52% | Q2 2013 | Q2 2016 | 12 |
Independence Advisors, LLC | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q3 2020 | 12 |
PEOPLES BANK /OH | 12 | 12 | 0.16% | 0.31% | 0.48% | Q2 2020 | Q1 2023 | 12 |
One Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.15% | 0.29% | Q4 2017 | Q1 2023 | 12 |
MOSELEY INVESTMENT MANAGEMENT INC | 10 | 2 | 0.13% | 0.19% | 0.26% | Q1 2019 | Q1 2023 | 12 |
Bath Savings Trust Co | 7 | 1 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q1 2023 | 12 |
PRIMECAP MANAGEMENT CO/CA/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Cannell & Co. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q1 2023 | 12 |
Osher Van de Voorde Investment Management | 12 | 12 | 0.08% | 3.48% | 4.10% | Q2 2019 | Q1 2022 | 12 |
Daniel Devine & Co | 12 | 12 | 1.17% | 1.43% | 1.76% | Q3 2015 | Q2 2018 | 12 |
Cunning Capital Partners, LP | 12 | 12 | 1.86% | 3.20% | 5.27% | Q2 2020 | Q1 2023 | 12 |
Indie Asset Partners, LLC | 12 | 12 | 0.20% | 0.27% | 0.32% | Q2 2020 | Q1 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 1.82% | 2.02% | 2.58% | Q2 2013 | Q1 2016 | 12 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 1 | 0.06% | 0.07% | 0.14% | Q2 2019 | Q4 2022 | 12 |
Cascade Investment Advisors, Inc. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2023 | 12 |
Highstreet Asset Management Inc. | 11 | 1 | 0.30% | 1.02% | 3.02% | Q4 2015 | Q4 2019 | 12 |
Quilter Plc | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 12 |
Farmers National Bank | 10 | 2 | 0.06% | 0.14% | 0.18% | Q1 2016 | Q2 2019 | 12 |
Advisor OS, LLC | 12 | 12 | 0.43% | 0.54% | 0.65% | Q2 2020 | Q1 2023 | 12 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 8 | 4 | 0.07% | 0.37% | 0.64% | Q1 2015 | Q3 2018 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.15% | 0.23% | 0.33% | Q1 2019 | Q4 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.30% | 0.37% | 0.46% | Q2 2013 | Q1 2016 | 12 |
Hills Bank & Trust Co | 12 | 12 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2023 | 12 |
HARTWELL J M LIMITED PARTNERSHIP | 6 | 2 | 0.06% | 0.57% | 1.31% | Q2 2015 | Q3 2019 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 2 | 0.16% | 0.25% | 0.35% | Q4 2019 | Q1 2023 | 12 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.17% | 0.33% | 0.48% | Q2 2020 | Q1 2023 | 12 |
Golden State Wealth Management, LLC | 9 | 3 | 0.20% | 0.38% | 0.62% | Q1 2019 | Q1 2022 | 12 |
Baldrige Asset Management LLC | 8 | 4 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.34% | 0.42% | 0.51% | Q4 2018 | Q3 2021 | 12 |
Illinois Municipal Retirement Fund | 11 | 1 | 0.20% | 0.53% | 0.81% | Q4 2019 | Q1 2023 | 12 |
Zweig-DiMenna Associates LLC | 7 | 1 | 0.51% | 1.03% | 1.31% | Q4 2015 | Q3 2019 | 12 |
Crescent Grove Advisors, LLC | 8 | 1 | 0.04% | 0.14% | 0.23% | Q4 2018 | Q1 2023 | 12 |
Bollard Group LLC | 12 | 12 | 0.02% | 0.09% | 0.16% | Q2 2020 | Q1 2023 | 12 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 8 | 4 | 0.46% | 0.68% | 0.87% | Q1 2020 | Q1 2023 | 12 |
LANSDOWNE PARTNERS (UK) LLP | 12 | 12 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q4 2018 | 12 |
True North Advisors, LLC | 12 | 12 | 0.54% | 0.83% | 1.30% | Q2 2020 | Q1 2023 | 12 |
CHEMUNG CANAL TRUST CO | 12 | 12 | 0.61% | 1.07% | 1.48% | Q2 2020 | Q1 2023 | 12 |
XPONANCE, INC. | 12 | 12 | 0.59% | 1.18% | 1.78% | Q2 2020 | Q1 2023 | 12 |
Atika Capital Management LLC | 10 | 2 | 0.28% | 1.50% | 3.53% | Q4 2016 | Q1 2020 | 12 |
Trust Asset Management LLC | 12 | 12 | 0.15% | 0.50% | 0.73% | Q2 2020 | Q1 2023 | 12 |
Ohio National Investments, Inc. | 11 | 11 | 0.35% | 0.41% | 0.49% | Q2 2013 | Q4 2015 | 11 |
Shamrock Asset Management LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q3 2019 | 11 |
Aft, Forsyth & Sober, LLC | 10 | 1 | 0.31% | 0.77% | 1.12% | Q2 2020 | Q1 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 1.95% | 2.39% | 3.04% | Q1 2018 | Q3 2020 | 11 |
Evanson Asset Management, LLC | 10 | 1 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.13% | 0.22% | 0.40% | Q3 2020 | Q1 2023 | 11 |
Cavalier Investments, LLC | 11 | 11 | 0.28% | 0.48% | 0.74% | Q2 2020 | Q4 2022 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Marcum Wealth, LLC | 10 | 1 | 0.05% | 0.33% | 0.52% | Q2 2020 | Q1 2023 | 11 |
U S GLOBAL INVESTORS INC | 5 | 1 | 0.02% | 0.16% | 0.84% | Q4 2013 | Q4 2020 | 11 |
Counsel Portfolio Services Inc. | 8 | 3 | 0.02% | 0.45% | 0.66% | Q3 2013 | Q2 2016 | 11 |
TSP Capital Management Group, LLC | 11 | 11 | 0.31% | 0.37% | 0.45% | Q2 2013 | Q4 2015 | 11 |
Hodges Capital Management Inc. | 11 | 11 | 0.02% | 0.08% | 0.26% | Q3 2020 | Q1 2023 | 11 |
INDEPENDENT INVESTORS INC | 11 | 11 | 0.33% | 0.40% | 0.52% | Q3 2020 | Q1 2023 | 11 |
Financial Partners Group, Inc | 11 | 11 | 0.05% | 0.13% | 0.19% | Q3 2020 | Q1 2023 | 11 |
Hoxton Financial, Inc. | 10 | 1 | 0.02% | 0.11% | 0.19% | Q2 2013 | Q1 2016 | 11 |
PSI Advisors, LLC | 7 | 1 | 0.03% | 0.10% | 0.19% | Q4 2019 | Q1 2023 | 11 |
Polen Capital Management | 11 | 11 | 2.73% | 3.35% | 4.22% | Q3 2020 | Q1 2023 | 11 |
TriaGen Wealth Management LLC | 10 | 10 | 0.01% | 0.75% | 1.28% | Q4 2020 | Q1 2023 | 11 |
KG&L Capital Management,LLC | 11 | 11 | 0.14% | 0.25% | 0.46% | Q3 2020 | Q1 2023 | 11 |
DT Investment Partners, LLC | 10 | 1 | 0.06% | 0.14% | 0.26% | Q2 2015 | Q1 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.16% | 0.25% | 0.34% | Q3 2020 | Q1 2023 | 11 |
Quinn Opportunity Partners LLC | 11 | 11 | 0.02% | 0.11% | 0.34% | Q2 2019 | Q4 2021 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.30% | 0.48% | 0.69% | Q3 2020 | Q1 2023 | 11 |
CCLA Investment Management | 8 | 3 | 1.44% | 2.51% | 3.14% | Q2 2020 | Q1 2023 | 11 |
CONTINENTAL ADVISORS LLC | 5 | 1 | 0.17% | 0.55% | 1.19% | Q3 2014 | Q4 2018 | 11 |
BHK Investment Advisors, LLC | 11 | 11 | 0.12% | 0.17% | 0.25% | Q3 2020 | Q1 2023 | 11 |
SFMG, LLC | 11 | 11 | 0.03% | 0.07% | 0.09% | Q3 2020 | Q1 2023 | 11 |
Cooper Financial Group | 6 | 5 | 0.05% | 0.14% | 0.28% | Q2 2020 | Q1 2023 | 11 |
Martin Capital Partners, LLC | 11 | 11 | 1.64% | 1.87% | 2.14% | Q3 2020 | Q1 2023 | 11 |
Lokken Investment Group LLC | 10 | 1 | 0.60% | 0.71% | 0.84% | Q1 2012 | Q1 2023 | 11 |
BENEDICT FINANCIAL ADVISORS INC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q1 2023 | 11 |
TFC Financial Management, Inc. | 11 | 11 | 0.04% | 0.04% | 0.07% | Q3 2020 | Q1 2023 | 11 |
Sepio Capital, LP | 11 | 11 | 0.04% | 0.29% | 0.52% | Q3 2020 | Q1 2023 | 11 |
Cordatus Wealth Management LLC | 5 | 2 | 0.37% | 1.03% | 3.46% | Q1 2020 | Q1 2023 | 11 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 10 | 1 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q1 2023 | 11 |
Hayden Royal, LLC | 7 | 4 | 0.12% | 0.58% | 2.85% | Q4 2018 | Q4 2021 | 11 |
Financial Planning & Information Services, Inc. | 11 | 11 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2023 | 11 |
Hilton Capital Management, LLC | 6 | 1 | 0.00% | 1.48% | 2.13% | Q2 2018 | Q1 2023 | 11 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 4 | 1 | 0.19% | 1.01% | 2.00% | Q2 2018 | Q4 2022 | 11 |
Vontobel Holding Ltd. | 10 | 10 | 0.01% | 0.88% | 1.33% | Q4 2020 | Q1 2023 | 11 |
LEE DANNER & BASS INC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2023 | 11 |
Redwood Investment Management, LLC | 11 | 11 | 0.04% | 0.11% | 0.19% | Q3 2020 | Q1 2023 | 11 |
Dynamic Capital Management Ltd | 9 | 1 | 0.07% | 0.26% | 0.62% | Q3 2013 | Q4 2017 | 11 |
WILEY BROS.-AINTREE CAPITAL, LLC | 11 | 11 | 0.16% | 0.24% | 0.39% | Q3 2020 | Q1 2023 | 11 |
Arbor Wealth Management, LLC | 10 | 1 | 0.82% | 3.50% | 5.72% | Q4 2015 | Q4 2021 | 11 |
SENTINEL TRUST CO LBA | 9 | 1 | 0.03% | 0.16% | 0.33% | Q4 2013 | Q1 2023 | 11 |
Black Diamond Financial, LLC | 11 | 11 | 0.10% | 0.15% | 0.21% | Q3 2020 | Q1 2023 | 11 |
First Citizens Financial Corp | 11 | 11 | 0.18% | 0.28% | 0.36% | Q2 2020 | Q4 2022 | 11 |
Ford Financial Group, LLC | 11 | 11 | 0.05% | 0.12% | 0.20% | Q2 2019 | Q4 2021 | 11 |
Hudson Bay Capital Management LP | 7 | 1 | 0.02% | 0.51% | 1.04% | Q4 2016 | Q4 2022 | 11 |
Gladius Capital Management LP | 6 | 1 | 0.00% | 0.31% | 1.61% | Q2 2018 | Q4 2022 | 11 |
Total Clarity Wealth Management, Inc. | 10 | 1 | 0.03% | 0.56% | 0.81% | Q4 2019 | Q1 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.24% | 0.30% | 0.35% | Q2 2013 | Q4 2015 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.11% | 0.40% | 0.65% | Q3 2020 | Q1 2023 | 11 |
Horan Securities, Inc. | 6 | 1 | 0.00% | 0.47% | 1.09% | Q2 2019 | Q1 2023 | 11 |
GREEN VALLEY INVESTORS LLC | 11 | 11 | 3.00% | 5.42% | 6.97% | Q1 2017 | Q3 2019 | 11 |
AMICA PENSION FUND BOARD OF TRUSTEES | 11 | 11 | 0.44% | 0.61% | 0.77% | Q2 2014 | Q4 2016 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.14% | 0.44% | 0.54% | Q2 2020 | Q4 2022 | 11 |
GeoWealth Management, LLC | 10 | 1 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q1 2023 | 11 |
Summit Place Financial Advisors, LLC | 11 | 11 | 0.36% | 0.46% | 0.63% | Q3 2020 | Q1 2023 | 11 |
Fortis Capital Management LLC | 11 | 11 | 0.27% | 0.86% | 1.97% | Q3 2020 | Q1 2023 | 11 |
Spouting Rock Asset Management, LLC | 7 | 4 | 0.51% | 1.49% | 5.87% | Q4 2019 | Q1 2023 | 11 |
MCIA Inc | 10 | 1 | 0.04% | 0.70% | 0.96% | Q3 2017 | Q4 2022 | 11 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.07% | 0.15% | Q4 2019 | Q1 2023 | 11 |
O'Shares Investment Advisers, LLC | 11 | 11 | 1.05% | 1.36% | 1.68% | Q3 2019 | Q1 2022 | 11 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 2 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2022 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 0.22% | 0.52% | 0.82% | Q2 2013 | Q4 2015 | 11 |
Single Point Partners, LLC | 8 | 1 | 0.08% | 0.15% | 0.52% | Q4 2019 | Q1 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.10% | 0.11% | 0.14% | Q4 2018 | Q2 2021 | 11 |
TimeScale Financial, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.66% | 1.37% | 2.18% | Q4 2019 | Q2 2022 | 11 |
Berkshire Bank | 11 | 11 | 0.16% | 0.63% | 1.10% | Q3 2020 | Q1 2023 | 11 |
CVA Family Office, LLC | 11 | 11 | 0.04% | 0.15% | 0.26% | Q3 2020 | Q1 2023 | 11 |
GFG Capital, LLC | 11 | 11 | 0.10% | 0.25% | 0.37% | Q3 2020 | Q1 2023 | 11 |
Freedom Day Solutions, LLC | 11 | 11 | 0.77% | 1.22% | 1.48% | Q3 2020 | Q1 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.33% | 0.39% | 0.47% | Q1 2014 | Q1 2017 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.17% | 0.21% | 0.24% | Q4 2017 | Q2 2020 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.27% | 0.41% | 0.60% | Q3 2020 | Q1 2023 | 11 |
Evolution Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 11 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.01% | 0.09% | 0.23% | Q1 2015 | Q3 2021 | 11 |
Schooner Investment Group, LLC. | 11 | 11 | 0.15% | 0.66% | 1.09% | Q1 2014 | Q3 2016 | 11 |
Cornerstone Advisors, LLC | 8 | 3 | 0.66% | 2.11% | 3.02% | Q4 2019 | Q1 2023 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.17% | 0.21% | 0.28% | Q3 2020 | Q1 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.28% | 0.43% | 0.58% | Q4 2017 | Q2 2020 | 11 |
Quadrant Private Wealth Management, LLC | 9 | 2 | 0.13% | 0.16% | 0.19% | Q2 2020 | Q1 2023 | 11 |
Klingman & Associates, LLC | 10 | 1 | 0.01% | 0.04% | 0.05% | Q3 2016 | Q1 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 1 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q1 2023 | 11 |
CLINTON GROUP INC | 9 | 1 | 0.03% | 0.35% | 1.05% | Q1 2015 | Q2 2018 | 11 |
Great Diamond Partners, LLC | 10 | 1 | 0.02% | 0.78% | 1.30% | Q4 2019 | Q1 2023 | 11 |
SMITH CHAS P & ASSOCIATES PA CPAS | 11 | 11 | 2.04% | 2.80% | 4.07% | Q3 2020 | Q1 2023 | 11 |
SeaTown Holdings Pte. Ltd. | 4 | 1 | 0.29% | 1.80% | 7.24% | Q3 2019 | Q4 2022 | 11 |
CHUBB CORP | 11 | 11 | 1.25% | 1.75% | 2.34% | Q2 2013 | Q4 2015 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.16% | Q4 2015 | Q2 2018 | 11 |
Lucia Wealth Services, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2020 | 11 |
BAR HARBOR TRUST SERVICES | 11 | 11 | 0.00% | 0.36% | 0.54% | Q4 2019 | Q2 2022 | 11 |
JEPPSON WEALTH MANAGEMENT, LLC | 11 | 11 | 0.36% | 0.40% | 0.44% | Q3 2020 | Q1 2023 | 11 |
ANALYTIC INVESTORS, LLC | 6 | 1 | 0.02% | 0.10% | 0.30% | Q2 2013 | Q3 2016 | 11 |
Meridian Wealth Partners, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q1 2023 | 11 |
TIVERTON ASSET MANAGEMENT LLC | 11 | 11 | 0.81% | 1.30% | 1.76% | Q1 2017 | Q3 2019 | 11 |
Cinctive Capital Management LP | 10 | 10 | 0.12% | 0.69% | 1.27% | Q1 2020 | Q2 2022 | 11 |
InterOcean Capital, LLC | 11 | 11 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q2 2020 | 11 |
PERKINS CAPITAL MANAGEMENT INC | 11 | 11 | 0.67% | 1.08% | 1.72% | Q2 2013 | Q4 2015 | 11 |
Jackson Wealth Management, LLC | 11 | 11 | 0.61% | 1.14% | 1.84% | Q1 2020 | Q3 2022 | 11 |
Lantz Financial LLC | 11 | 11 | 0.15% | 0.17% | 0.19% | Q3 2020 | Q1 2023 | 11 |
Rede Wealth, LLC | 10 | 10 | 0.68% | 0.92% | 1.17% | Q4 2020 | Q1 2023 | 10 |
WOODSTOCK CORP | 10 | 10 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Third Point | 10 | 10 | 0.86% | 3.36% | 6.93% | Q4 2020 | Q1 2023 | 10 |
BOWEN HANES & CO INC | 8 | 1 | 0.16% | 1.21% | 1.77% | Q4 2018 | Q1 2023 | 10 |
HENDLEY & CO INC | 10 | 10 | 0.19% | 0.23% | 0.29% | Q3 2020 | Q4 2022 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.09% | 0.23% | Q4 2013 | Q1 2020 | 10 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 1 | 0.03% | 0.32% | 0.82% | Q2 2013 | Q4 2018 | 10 |
CHATHAM CAPITAL GROUP, INC. | 10 | 10 | 0.74% | 0.96% | 1.24% | Q4 2020 | Q1 2023 | 10 |
IMPAX ASSET MANAGEMENT LLC | 10 | 10 | 1.69% | 2.17% | 2.58% | Q2 2013 | Q3 2015 | 10 |
UBS OCONNOR LLC | 5 | 1 | 0.00% | 0.12% | 0.31% | Q2 2013 | Q1 2021 | 10 |
ARGENT TRUST COMPANY, N.A. | 10 | 10 | 0.18% | 0.23% | 0.29% | Q2 2013 | Q3 2015 | 10 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
WATERS PARKERSON & CO., LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
WHITEBOX ADVISORS LLC | 7 | 3 | 0.09% | 0.31% | 0.52% | Q2 2013 | Q4 2015 | 10 |
TOWER BRIDGE ADVISORS | 10 | 10 | 0.22% | 0.46% | 0.74% | Q4 2020 | Q1 2023 | 10 |
UNITED BANK | 8 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q1 2023 | 10 |
Steinberg Global Asset Management | 10 | 10 | 0.05% | 0.15% | 0.22% | Q4 2016 | Q1 2019 | 10 |
Guild Investment Management, Inc. | 8 | 1 | 0.21% | 0.36% | 0.60% | Q1 2017 | Q4 2022 | 10 |
MCDONALD PARTNERS LLC | 10 | 10 | 0.43% | 0.62% | 0.85% | Q4 2020 | Q1 2023 | 10 |
Russell Clark Investment Management Ltd | 10 | 10 | 0.93% | 1.84% | 2.73% | Q2 2019 | Q3 2021 | 10 |
Cutter & CO Brokerage, Inc. | 6 | 1 | 0.06% | 0.11% | 0.20% | Q3 2018 | Q1 2023 | 10 |
IndexIQ Advisors LLC | 9 | 1 | 0.00% | 0.23% | 0.42% | Q1 2017 | Q1 2022 | 10 |
ATLANTIC INVESTMENT Co | 10 | 10 | 0.20% | 0.55% | 1.33% | Q2 2013 | Q3 2015 | 10 |
Barnett & Company, Inc. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.20% | 0.22% | 0.25% | Q4 2015 | Q1 2018 | 10 |
OXFORD ASSET MANAGEMENT LLP | 6 | 4 | 0.03% | 0.10% | 0.17% | Q2 2017 | Q4 2019 | 10 |
Senator Investment Group LP | 6 | 1 | 1.53% | 3.25% | 6.41% | Q4 2018 | Q1 2022 | 10 |
Private Wealth Advisors, Inc. | 10 | 10 | 0.08% | 0.17% | 0.28% | Q3 2018 | Q4 2020 | 10 |
IFC Holdings Incorporated/FL | 10 | 10 | 0.05% | 0.34% | 0.51% | Q3 2015 | Q4 2017 | 10 |
JOYN Advisors, Inc. | 10 | 10 | 0.08% | 0.13% | 0.22% | Q4 2017 | Q1 2020 | 10 |
DFPG INVESTMENTS, LLC | 10 | 10 | 0.09% | 0.30% | 0.71% | Q4 2020 | Q1 2023 | 10 |
Asset Management Group, Inc. | 10 | 10 | 0.06% | 0.16% | 0.22% | Q4 2020 | Q1 2023 | 10 |
SPROTT INC. | 10 | 10 | 0.90% | 1.56% | 3.76% | Q1 2015 | Q2 2017 | 10 |
AIA Group Ltd | 10 | 10 | 0.09% | 0.28% | 0.47% | Q4 2020 | Q1 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.15% | 0.58% | 0.91% | Q2 2013 | Q3 2015 | 10 |
Cambria Investment Management, L.P. | 10 | 10 | 0.45% | 0.68% | 0.89% | Q2 2017 | Q3 2019 | 10 |
Krane Funds Advisors LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 10 |
GREATMARK INVESTMENT PARTNERS, INC. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Modera Wealth Management, LLC | 10 | 10 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 10 |
Cipher Capital LP | 2 | 1 | 0.17% | 0.39% | 0.65% | Q1 2015 | Q3 2022 | 10 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 3 | 0.00% | 0.06% | 0.21% | Q3 2013 | Q4 2022 | 10 |
Smith Anglin Financial, LLC | 10 | 10 | 0.06% | 0.09% | 0.15% | Q4 2020 | Q1 2023 | 10 |
Estate Counselors, LLC | 10 | 10 | 0.01% | 0.02% | 0.08% | Q2 2020 | Q3 2022 | 10 |
PDT Partners, LLC | 4 | 1 | 0.04% | 0.34% | 0.67% | Q2 2013 | Q2 2020 | 10 |
BW Gestao de Investimentos Ltda. | 10 | 10 | 0.34% | 0.69% | 1.01% | Q4 2013 | Q1 2016 | 10 |
Matarin Capital Management, LLC | 6 | 2 | 0.24% | 0.35% | 0.64% | Q2 2013 | Q4 2017 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2015 | 10 |
PURA VIDA INVESTMENTS, LLC | 4 | 2 | 0.40% | 1.70% | 3.67% | Q4 2016 | Q1 2021 | 10 |
Empowered Funds, LLC | 10 | 10 | 0.04% | 0.34% | 0.55% | Q4 2020 | Q1 2023 | 10 |
Cranbrook Wealth Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 10 |
CG Asset Management LLC | 8 | 2 | 0.15% | 0.38% | 1.01% | Q4 2013 | Q4 2016 | 10 |
Private Vista, LLC | 10 | 10 | 0.07% | 0.09% | 0.12% | Q1 2018 | Q2 2020 | 10 |
Genesee Capital Advisors, LLC | 7 | 3 | 0.40% | 1.25% | 2.72% | Q4 2018 | Q1 2023 | 10 |
Renasant Bank | 10 | 10 | 1.52% | 2.23% | 3.09% | Q4 2020 | Q1 2023 | 10 |
Brightworth | 9 | 1 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q3 2022 | 10 |
StrategIQ Financial Group, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Schneider Downs Wealth Management Advisors, LP | 7 | 3 | 0.08% | 0.17% | 0.25% | Q1 2020 | Q3 2022 | 10 |
Well Done, LLC | 7 | 1 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q1 2023 | 10 |
First Capital Advisors Group, LLC. | 6 | 4 | 0.18% | 0.52% | 1.14% | Q3 2017 | Q1 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.11% | 0.19% | 0.32% | Q4 2020 | Q1 2023 | 10 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 1 | 0.00% | 0.19% | 0.77% | Q2 2019 | Q1 2023 | 10 |
GenTrust, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Israel Discount Bank of New York | 9 | 1 | 0.10% | 0.11% | 0.13% | Q1 2017 | Q4 2019 | 10 |
Beaton Management Co. Inc. | 10 | 10 | 0.15% | 0.22% | 0.30% | Q4 2020 | Q1 2023 | 10 |
CARILLON TOWER ADVISERS, INC. | 9 | 1 | 0.10% | 0.14% | 0.29% | Q2 2018 | Q4 2020 | 10 |
Huber Financial Advisors, LLC | 10 | 10 | 0.21% | 0.38% | 0.60% | Q4 2017 | Q1 2020 | 10 |
55I, LLC | 10 | 10 | 0.02% | 0.06% | 0.25% | Q2 2020 | Q3 2022 | 10 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.16% | 0.21% | 0.26% | Q4 2017 | Q1 2020 | 10 |
GPS Wealth Strategies Group, LLC | 9 | 1 | 0.32% | 0.49% | 0.69% | Q3 2020 | Q1 2023 | 10 |
Johnson Midwest Financial, LLC | 10 | 10 | 0.02% | 0.07% | 0.26% | Q4 2020 | Q1 2023 | 10 |
Atom Investors LP | 8 | 1 | 0.07% | 0.40% | 1.29% | Q4 2018 | Q1 2023 | 10 |
Elo Mutual Pension Insurance Co | 10 | 10 | 0.78% | 1.05% | 1.34% | Q4 2020 | Q1 2023 | 10 |
Alera Investment Advisors, LLC | 6 | 4 | 0.07% | 0.28% | 0.49% | Q4 2018 | Q1 2023 | 10 |
Crumly & Associates Inc. | 10 | 10 | 0.16% | 0.28% | 0.34% | Q4 2020 | Q1 2023 | 10 |
Main Street Financial Solutions, LLC | 10 | 10 | 0.10% | 0.18% | 0.27% | Q4 2020 | Q1 2023 | 10 |
Hoover Financial Advisors, Inc. | 7 | 3 | 0.09% | 0.20% | 0.32% | Q4 2018 | Q2 2021 | 10 |
Human Investing LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q1 2021 | 10 |
BT Wealth Management LLC | 10 | 10 | 0.12% | 0.14% | 0.18% | Q4 2018 | Q1 2021 | 10 |
LAKE STREET FINANCIAL LLC | 10 | 10 | 0.06% | 0.21% | 0.35% | Q4 2020 | Q1 2023 | 10 |
Cornerstone Wealth Group, LLC | 9 | 1 | 0.04% | 0.58% | 1.22% | Q2 2019 | Q1 2023 | 10 |
Parkman Healthcare Partners LLC | 5 | 5 | 1.73% | 3.37% | 5.45% | Q4 2019 | Q4 2022 | 10 |
Wishbone Management, LP | 10 | 10 | 8.00% | 14.90% | 23.68% | Q4 2019 | Q1 2022 | 10 |
Curated Wealth Partners LLC | 10 | 10 | 0.08% | 0.13% | 0.18% | Q4 2020 | Q1 2023 | 10 |
Clear Creek Financial Management, LLC | 8 | 1 | 0.06% | 0.11% | 0.19% | Q2 2020 | Q1 2023 | 10 |
Relyea Zuckerberg Hanson LLC | 10 | 10 | 0.11% | 0.19% | 0.27% | Q4 2020 | Q1 2023 | 10 |
Graypoint LLC | 10 | 10 | 0.08% | 0.18% | 0.30% | Q4 2020 | Q1 2023 | 10 |
Americana Partners, LLC | 9 | 1 | 0.05% | 0.75% | 1.24% | Q4 2019 | Q1 2023 | 10 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.39% | 0.63% | 0.90% | Q1 2020 | Q2 2022 | 10 |
Paragon Advisors, LLC | 5 | 5 | 0.58% | 0.88% | 1.26% | Q4 2019 | Q1 2023 | 10 |
SkyOak Wealth, LLC | 9 | 1 | 0.08% | 0.15% | 0.30% | Q4 2019 | Q1 2023 | 10 |
Vista Wealth Management Group, LLC | 10 | 10 | 0.06% | 0.09% | 0.18% | Q4 2020 | Q1 2023 | 10 |
AMJ Financial Wealth Management | 8 | 2 | 0.10% | 0.20% | 0.44% | Q2 2020 | Q4 2022 | 10 |
Soltis Investment Advisors LLC | 10 | 10 | 0.08% | 0.18% | 0.31% | Q4 2020 | Q1 2023 | 10 |
Systematic Alpha Investments, LLC | 10 | 10 | 1.07% | 1.48% | 2.06% | Q4 2020 | Q1 2023 | 10 |
High Note Wealth, LLC | 10 | 10 | 1.87% | 2.44% | 3.29% | Q4 2020 | Q1 2023 | 10 |
SATOVSKY ASSET MANAGEMENT LLC | 10 | 10 | 0.15% | 0.26% | 0.36% | Q4 2020 | Q1 2023 | 10 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.16% | 0.23% | 0.29% | Q4 2019 | Q1 2023 | 10 |
First Pacific Financial | 10 | 10 | 0.27% | 0.42% | 0.51% | Q4 2020 | Q1 2023 | 10 |
Inspire Advisors, LLC | 10 | 10 | 0.13% | 0.19% | 0.33% | Q4 2020 | Q1 2023 | 10 |
Charter Oak Capital Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 10 |
Aaron Wealth Advisors LLC | 10 | 10 | 0.02% | 0.18% | 0.25% | Q4 2020 | Q1 2023 | 10 |
Concord Wealth Partners | 10 | 10 | 0.05% | 0.17% | 0.28% | Q4 2020 | Q1 2023 | 10 |
CLOVERFIELDS CAPITAL GROUP, LP | 10 | 10 | 57.52% | 64.69% | 78.70% | Q4 2020 | Q1 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.07% | 0.62% | Q4 2020 | Q1 2023 | 10 |
NinePointTwo Capital LLC | 10 | 10 | 0.71% | 1.06% | 1.67% | Q4 2020 | Q1 2023 | 10 |
Berger Financial Group, Inc | 10 | 10 | 0.26% | 0.86% | 1.50% | Q4 2020 | Q1 2023 | 10 |
IAG Wealth Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 10 |
BCGM Wealth Management, LLC | 10 | 10 | 0.38% | 0.68% | 0.87% | Q4 2020 | Q1 2023 | 10 |
Source Financial Advisors LLC | 10 | 10 | 0.15% | 0.24% | 0.34% | Q4 2020 | Q1 2023 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.24% | 0.42% | 0.60% | Q4 2020 | Q1 2023 | 10 |
MTM Investment Management, LLC | 10 | 10 | 0.22% | 0.37% | 0.61% | Q4 2020 | Q1 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.14% | 0.40% | 0.50% | Q4 2020 | Q1 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 10 |
Sage Mountain Advisors LLC | 10 | 10 | 0.12% | 0.16% | 0.22% | Q4 2020 | Q1 2023 | 10 |
McLean Asset Management Corp | 10 | 10 | 0.37% | 0.51% | 1.08% | Q4 2020 | Q1 2023 | 10 |
TruWealth Advisors, LLC | 10 | 10 | 1.08% | 1.37% | 1.69% | Q4 2020 | Q1 2023 | 10 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 10 | 10 | 2.27% | 2.58% | 3.08% | Q4 2020 | Q1 2023 | 10 |
Polar Capital Holdings Plc | 10 | 10 | 0.07% | 0.33% | 0.51% | Q4 2020 | Q1 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Hemington Wealth Management | 10 | 10 | 0.16% | 0.22% | 0.32% | Q4 2020 | Q1 2023 | 10 |
Brown Miller Wealth Management, LLC | 10 | 10 | 1.30% | 1.66% | 2.19% | Q4 2020 | Q1 2023 | 10 |
Journey Advisory Group, LLC | 10 | 10 | 0.21% | 0.51% | 0.85% | Q4 2020 | Q1 2023 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q1 2023 | 10 |
Kesler, Norman & Wride, LLC | 10 | 10 | 1.68% | 2.03% | 2.45% | Q4 2020 | Q1 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.59% | 0.72% | 0.87% | Q4 2020 | Q1 2023 | 10 |
Unison Asset Management LLC | 10 | 10 | 3.18% | 3.75% | 4.63% | Q4 2020 | Q1 2023 | 10 |
Financial Network Wealth Management LLC | 10 | 10 | 0.71% | 0.82% | 0.98% | Q4 2020 | Q1 2023 | 10 |
Roth Financial Partners LLC | 10 | 10 | 0.09% | 0.15% | 0.30% | Q4 2020 | Q1 2023 | 10 |
Galvin, Gaustad & Stein, LLC | 10 | 10 | 2.27% | 3.00% | 3.60% | Q4 2020 | Q1 2023 | 10 |
WD RUTHERFORD LLC | 10 | 10 | 0.95% | 1.31% | 1.81% | Q4 2020 | Q1 2023 | 10 |
Foster Group, Inc. | 10 | 10 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q1 2023 | 10 |
InterOcean Capital Group, LLC | 10 | 10 | 0.03% | 0.06% | 0.11% | Q4 2020 | Q1 2023 | 10 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 10 | 10 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q1 2023 | 10 |
PATRON PARTNERS, LLC | 10 | 10 | 0.45% | 0.60% | 0.78% | Q4 2020 | Q1 2023 | 10 |
MRA Advisory Group | 10 | 10 | 1.06% | 1.28% | 1.62% | Q4 2020 | Q1 2023 | 10 |
Scott Investment Partners LLP | 10 | 10 | 0.94% | 2.03% | 4.75% | Q4 2020 | Q1 2023 | 10 |
Laurel Wealth Planning LLC | 10 | 10 | 0.02% | 0.31% | 0.57% | Q4 2020 | Q1 2023 | 10 |
Heron Bay Capital Management | 10 | 10 | 0.32% | 0.47% | 0.60% | Q4 2020 | Q1 2023 | 10 |
Alcosta Capital Management, Inc. | 10 | 10 | 3.65% | 5.23% | 7.68% | Q4 2020 | Q1 2023 | 10 |
Altus Wealth Group LLC | 10 | 10 | 0.16% | 0.31% | 0.49% | Q4 2020 | Q1 2023 | 10 |
Veritas Investment Partners (UK) Ltd. | 10 | 10 | 5.52% | 7.97% | 9.32% | Q4 2020 | Q1 2023 | 10 |
IVC Wealth Advisors LLC | 10 | 10 | 0.61% | 0.71% | 0.80% | Q4 2020 | Q1 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.68% | 0.82% | 1.02% | Q4 2020 | Q1 2023 | 10 |
Annapolis Financial Services, LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Wealth Management Partners, LLC | 10 | 10 | 0.53% | 0.74% | 1.02% | Q4 2020 | Q1 2023 | 10 |
Bond & Devick Financial Network, Inc. | 10 | 10 | 3.04% | 3.67% | 4.45% | Q4 2020 | Q1 2023 | 10 |
Vantage Consulting Group Inc | 10 | 10 | 0.01% | 0.10% | 0.16% | Q4 2020 | Q1 2023 | 10 |
Latitude Advisors, LLC | 10 | 10 | 0.33% | 0.43% | 0.58% | Q4 2020 | Q1 2023 | 10 |
Alta Wealth Advisors LLC | 10 | 10 | 0.77% | 1.02% | 1.28% | Q4 2020 | Q1 2023 | 10 |
Curran Financial Partners, LLC | 10 | 10 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q1 2023 | 10 |
DB Wealth Management Group, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Elk River Wealth Management, LLC | 10 | 10 | 1.62% | 1.94% | 2.37% | Q4 2020 | Q1 2023 | 10 |
Bluesphere Advisors, LLC | 10 | 10 | 0.68% | 0.86% | 1.06% | Q4 2020 | Q1 2023 | 10 |
Goepper Burkhardt LLC | 10 | 10 | 0.88% | 1.08% | 1.33% | Q4 2020 | Q1 2023 | 10 |
Opal Wealth Advisors, LLC | 10 | 10 | 0.69% | 0.92% | 1.16% | Q4 2020 | Q1 2023 | 10 |
Destiny Wealth Partners, LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 10 |
Veery Capital, LLC | 10 | 10 | 0.19% | 0.23% | 0.28% | Q4 2020 | Q1 2023 | 10 |
Financial Avengers, Inc. | 10 | 10 | 0.11% | 0.15% | 0.21% | Q4 2020 | Q1 2023 | 10 |
Accretive Wealth Partners, LLC | 10 | 10 | 1.09% | 1.30% | 1.57% | Q4 2020 | Q1 2023 | 10 |
Clarus Group, Inc. | 10 | 10 | 0.27% | 0.37% | 0.48% | Q4 2020 | Q1 2023 | 10 |
Insight Advisors, LLC/ PA | 10 | 10 | 0.17% | 0.22% | 0.31% | Q4 2020 | Q1 2023 | 10 |
Sandbox Financial Partners, LLC | 10 | 10 | 0.29% | 0.36% | 0.41% | Q4 2020 | Q1 2023 | 10 |
COLLECTIVE FAMILY OFFICE LLC | 10 | 10 | 0.30% | 0.38% | 0.46% | Q4 2020 | Q1 2023 | 10 |
CoreFirst Bank & Trust | 10 | 10 | 0.62% | 0.83% | 1.14% | Q4 2020 | Q1 2023 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.03% | 0.39% | 0.57% | Q4 2020 | Q1 2023 | 10 |
Constitution Capital LLC | 10 | 10 | 0.98% | 2.29% | 3.92% | Q4 2020 | Q1 2023 | 10 |
FOCUS Wealth Advisors, LLC | 10 | 10 | 0.92% | 1.13% | 1.36% | Q4 2020 | Q1 2023 | 10 |
Interchange Capital Partners, LLC | 10 | 10 | 0.58% | 0.97% | 1.88% | Q4 2020 | Q1 2023 | 10 |
SITTNER & NELSON, LLC | 10 | 10 | 0.14% | 0.18% | 0.21% | Q4 2020 | Q1 2023 | 10 |
Sovereign Financial Group, Inc. | 10 | 10 | 0.27% | 0.31% | 0.41% | Q4 2020 | Q1 2023 | 10 |
Red Wave Investments LLC | 10 | 10 | 0.13% | 0.17% | 0.21% | Q4 2020 | Q1 2023 | 10 |
Safeguard Investment Advisory Group, LLC | 10 | 10 | 0.50% | 0.65% | 0.75% | Q4 2020 | Q1 2023 | 10 |
Orion Capital Management LLC | 10 | 10 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 10 |
Kowal Investment Group, LLC | 10 | 10 | 0.08% | 0.13% | 0.20% | Q4 2020 | Q1 2023 | 10 |
SkyView Investment Advisors, LLC | 10 | 10 | 0.52% | 0.70% | 0.81% | Q4 2020 | Q1 2023 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q1 2023 | 10 |
DEFINED WEALTH MANAGEMENT, LLC | 10 | 10 | 1.13% | 1.43% | 1.86% | Q4 2020 | Q1 2023 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 10 | 10 | 0.34% | 0.58% | 0.80% | Q4 2020 | Q1 2023 | 10 |
Alliance Wealth Advisors, LLC | 10 | 10 | 0.26% | 0.38% | 0.49% | Q4 2020 | Q1 2023 | 10 |
Bard Financial Services, Inc. | 10 | 10 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Curi Wealth Management, LLC | 10 | 10 | 0.22% | 1.91% | 3.80% | Q4 2020 | Q1 2023 | 10 |
Valley Brook Capital Group, Inc. | 10 | 10 | 2.34% | 3.05% | 3.90% | Q4 2020 | Q1 2023 | 10 |
Tower Wealth Partners, Inc. | 10 | 10 | 0.38% | 0.59% | 0.85% | Q4 2020 | Q1 2023 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.16% | 0.22% | 0.28% | Q4 2020 | Q1 2023 | 10 |
High Pines Wealth Management, LLC | 10 | 10 | 0.46% | 1.89% | 3.25% | Q4 2020 | Q1 2023 | 10 |
Siemens Fonds Invest GmbH | 10 | 10 | 0.94% | 1.51% | 2.04% | Q4 2020 | Q1 2023 | 10 |
Guardian Wealth Advisors, LLC | 10 | 10 | 0.08% | 0.40% | 0.51% | Q4 2020 | Q1 2023 | 10 |
TECTONIC ADVISORS LLC | 10 | 10 | 0.07% | 0.14% | 0.22% | Q4 2020 | Q1 2023 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.76% | 1.17% | 1.41% | Q4 2020 | Q1 2023 | 10 |
Eagle Bay Advisors LLC | 8 | 8 | 0.07% | 0.36% | 0.56% | Q2 2021 | Q1 2023 | 10 |
Heartland Bank & Trust Co | 10 | 10 | 0.88% | 2.00% | 3.08% | Q4 2020 | Q1 2023 | 10 |
MATRIX PRIVATE CAPITAL GROUP LLC | 10 | 10 | 0.12% | 0.17% | 0.24% | Q4 2020 | Q1 2023 | 10 |
Triasima Portfolio Management inc. | 10 | 10 | 0.14% | 0.41% | 0.81% | Q4 2020 | Q1 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.11% | 0.28% | 0.66% | Q2 2013 | Q3 2015 | 10 |
MJP ASSOCIATES INC /ADV | 10 | 10 | 0.34% | 0.40% | 0.46% | Q4 2020 | Q1 2023 | 10 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 10 | 10 | 0.06% | 0.25% | 0.59% | Q2 2017 | Q3 2019 | 10 |
Capital Investment Services of America, Inc. | 10 | 10 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
WENDELL DAVID ASSOCIATES INC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
CONNORS INVESTOR SERVICES INC | 10 | 10 | 0.24% | 1.09% | 1.71% | Q4 2020 | Q1 2023 | 10 |
Brown Capital Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 10 | 10 | 0.35% | 0.44% | 0.54% | Q4 2020 | Q1 2023 | 10 |
PAYDEN & RYGEL | 9 | 1 | 0.00% | 1.68% | 2.83% | Q4 2015 | Q1 2023 | 10 |
Hoese & Co LLP | 9 | 9 | 0.03% | 0.10% | 0.13% | Q1 2021 | Q1 2023 | 9 |
Maven Securities LTD | 4 | 3 | 0.01% | 0.04% | 0.12% | Q3 2020 | Q3 2022 | 9 |
Artisan Partners Limited Partnership | 6 | 6 | 0.04% | 0.28% | 0.50% | Q4 2021 | Q1 2023 | 9 |
StrongBox Wealth, LLC | 9 | 9 | 0.14% | 0.37% | 0.88% | Q1 2021 | Q1 2023 | 9 |
LMCG INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.72% | 1.42% | Q2 2013 | Q1 2023 | 9 |
Allegheny Financial Group LTD | 8 | 1 | 0.18% | 0.20% | 0.24% | Q4 2020 | Q1 2023 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.62% | 0.70% | 0.84% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.18% | 0.26% | 0.35% | Q2 2013 | Q2 2015 | 9 |
SMITH HAYES Advisers, Inc | 9 | 9 | 0.07% | 0.08% | 0.10% | Q1 2014 | Q1 2016 | 9 |
Zuckerman Investment Group, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 9 |
Invictus RG Pte. Ltd. | 5 | 4 | 0.01% | 0.10% | 0.23% | Q2 2013 | Q3 2015 | 9 |
Prostatis Group LLC | 9 | 9 | 0.14% | 0.21% | 0.43% | Q1 2021 | Q1 2023 | 9 |
Salvus Wealth Management, LLC | 9 | 9 | 0.19% | 0.31% | 0.40% | Q1 2021 | Q1 2023 | 9 |
Smith & Howard Wealth Management, LLC | 6 | 1 | 0.06% | 0.12% | 0.20% | Q3 2013 | Q2 2017 | 9 |
Bridgeworth, LLC | 8 | 1 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2023 | 9 |
ALTA CAPITAL MANAGEMENT LLC/ | 9 | 9 | 0.09% | 0.41% | 2.18% | Q1 2021 | Q1 2023 | 9 |
Sierra Capital LLC | 9 | 9 | 0.24% | 0.30% | 0.35% | Q1 2021 | Q1 2023 | 9 |
FARR MILLER & WASHINGTON LLC/DC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2021 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.13% | 0.24% | 0.47% | Q4 2020 | Q4 2022 | 9 |
Delta Accumulation, LLC | 3 | 2 | 0.31% | 0.97% | 2.28% | Q4 2021 | Q1 2023 | 9 |
Chicago Capital, LLC | 9 | 9 | 0.01% | 0.16% | 0.98% | Q1 2021 | Q1 2023 | 9 |
Cheviot Value Management, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q1 2023 | 9 |
ROWLAND & CO INVESTMENT COUNSEL/ADV | 6 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 9 |
Humankind Investments LLC | 9 | 9 | 0.29% | 0.47% | 0.62% | Q1 2021 | Q1 2023 | 9 |
KENSICO CAPITAL MANAGEMENT CORP | 9 | 9 | 2.63% | 6.25% | 8.79% | Q1 2021 | Q1 2023 | 9 |
MARIETTA INVESTMENT PARTNERS LLC | 5 | 1 | 0.10% | 1.11% | 2.14% | Q4 2014 | Q2 2019 | 9 |
McGowan Group Asset Management, Inc. | 9 | 9 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q1 2023 | 9 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 9 | 9 | 1.08% | 2.15% | 2.55% | Q3 2015 | Q3 2017 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 1 | 0.02% | 0.70% | 1.79% | Q3 2020 | Q1 2023 | 9 |
Westshore Wealth, LLC | 9 | 9 | 0.19% | 0.28% | 0.45% | Q1 2021 | Q1 2023 | 9 |
Ayalon Insurance Comp Ltd. | 5 | 1 | 0.01% | 0.53% | 0.82% | Q2 2018 | Q1 2023 | 9 |
Virtus Investment Advisers, Inc. | 6 | 3 | 0.06% | 0.40% | 0.68% | Q3 2016 | Q1 2023 | 9 |
Maryland State Retirement & Pension System | 7 | 2 | 0.78% | 0.97% | 1.20% | Q4 2020 | Q1 2023 | 9 |
DUALITY ADVISERS, LP | 4 | 1 | 0.04% | 0.27% | 0.55% | Q2 2019 | Q4 2022 | 9 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.03% | 0.12% | 0.45% | Q4 2015 | Q1 2023 | 9 |
COOPERMAN LEON G | 5 | 4 | 0.70% | 1.51% | 2.22% | Q2 2013 | Q4 2019 | 9 |
Brookfield Asset Management | 9 | 9 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q1 2023 | 9 |
Leucadia National | 3 | 1 | 0.02% | 0.15% | 0.40% | Q1 2017 | Q1 2023 | 9 |
WEXFORD CAPITAL LP | 6 | 1 | 0.03% | 0.24% | 0.86% | Q2 2016 | Q1 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.58% | 0.79% | 1.25% | Q4 2019 | Q4 2021 | 9 |
Redhawk Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.19% | 0.25% | Q2 2019 | Q2 2021 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.03% | 0.11% | 0.23% | Q1 2021 | Q1 2023 | 9 |
Day & Ennis, LLC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q1 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.23% | 0.27% | 0.34% | Q2 2013 | Q2 2015 | 9 |
MAGNOLIA CAPITAL ADVISORS LLC | 9 | 9 | 0.21% | 0.47% | 1.00% | Q1 2021 | Q1 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.26% | 0.31% | 0.34% | Q4 2019 | Q4 2021 | 9 |
NORTHPOINTE CAPITAL LLC | 9 | 9 | 0.14% | 0.24% | 0.40% | Q4 2013 | Q4 2015 | 9 |
Sompo Asset Management Co., Ltd. | 8 | 1 | 0.09% | 0.17% | 0.27% | Q4 2016 | Q1 2023 | 9 |
SPHERA FUNDS MANAGEMENT LTD. | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q3 2018 | 9 |
Piscataqua Savings Bank | 9 | 9 | 3.07% | 3.38% | 3.75% | Q1 2021 | Q1 2023 | 9 |
Machina Capital S.A.S. | 5 | 2 | 0.01% | 0.60% | 1.23% | Q4 2018 | Q1 2023 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5 | 4 | 0.02% | 0.38% | 0.85% | Q1 2014 | Q1 2023 | 9 |
CABOT WEALTH MANAGEMENT INC | 9 | 9 | 0.03% | 0.08% | 0.13% | Q1 2021 | Q1 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.01% | 0.12% | 0.33% | Q1 2021 | Q1 2023 | 9 |
AXS Investments LLC | 9 | 9 | 0.16% | 0.90% | 1.60% | Q1 2021 | Q1 2023 | 9 |
Aberdeen Wealth Management LLC | 6 | 1 | 0.15% | 0.18% | 0.27% | Q4 2019 | Q1 2023 | 9 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 9 | 9 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q1 2023 | 9 |
Autus Asset Management, LLC | 9 | 9 | 0.21% | 1.01% | 1.55% | Q4 2020 | Q4 2022 | 9 |
BHF Kleinwort Benson Group S.A. | 7 | 1 | 0.01% | 0.20% | 0.33% | Q2 2013 | Q1 2016 | 9 |
Coe Capital Management, LLC | 9 | 9 | 1.69% | 2.40% | 2.82% | Q2 2019 | Q2 2021 | 9 |
AlphaCentric Advisors LLC | 6 | 3 | 0.01% | 0.10% | 0.28% | Q2 2020 | Q1 2023 | 9 |
HORIZON FINANCIAL SERVICES, LLC | 5 | 4 | 0.02% | 0.19% | 0.26% | Q3 2020 | Q1 2023 | 9 |
Garde Capital, Inc. | 5 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 9 |
Pantheon Investment Group, LLC | 9 | 9 | 2.51% | 3.06% | 4.33% | Q4 2019 | Q4 2021 | 9 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 9 | 9 | 2.37% | 3.02% | 3.54% | Q1 2021 | Q1 2023 | 9 |
Campion Asset Management | 9 | 9 | 0.53% | 0.80% | 1.00% | Q1 2021 | Q1 2023 | 9 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 6 | 3 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q1 2023 | 9 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
HARVEY INVESTMENT CO LLC | 9 | 9 | 0.21% | 0.29% | 0.35% | Q1 2021 | Q1 2023 | 9 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 1 | 0.19% | 0.36% | 0.68% | Q1 2014 | Q3 2018 | 9 |
American Money Management, LLC | 9 | 9 | 0.21% | 0.27% | 0.31% | Q1 2021 | Q1 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.36% | 0.47% | 0.57% | Q4 2020 | Q1 2023 | 9 |
Oxinas Partners Wealth Management LLC | 9 | 9 | 0.37% | 0.54% | 0.78% | Q1 2021 | Q1 2023 | 9 |
GOULD ASSET MANAGEMENT LLC /CA/ | 9 | 9 | 0.10% | 0.21% | 0.30% | Q1 2021 | Q1 2023 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.40% | 0.67% | 0.94% | Q3 2017 | Q3 2019 | 9 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.81% | 1.14% | 1.93% | Q2 2017 | Q3 2022 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.13% | 0.18% | 0.25% | Q4 2020 | Q4 2022 | 9 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2018 | 9 |
Paradigm, Strategies in Wealth Management, LLC | 9 | 9 | 0.27% | 0.33% | 0.41% | Q1 2021 | Q1 2023 | 9 |
Perceptive Advisors | 7 | 1 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q2 2017 | 9 |
PEDDOCK CAPITAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.08% | 0.13% | Q2 2018 | Q1 2023 | 9 |
TCG Advisory Services, LLC | 5 | 1 | 0.08% | 0.26% | 1.01% | Q4 2020 | Q1 2023 | 9 |
Alaethes Wealth LLC | 9 | 9 | 1.23% | 1.44% | 1.61% | Q1 2021 | Q1 2023 | 9 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.23% | 0.29% | 0.37% | Q1 2021 | Q1 2023 | 9 |
Gabalex Capital Management LLC | 9 | 9 | 1.74% | 5.07% | 7.45% | Q3 2020 | Q3 2022 | 9 |
RIDGECREST WEALTH PARTNERS, LLC | 9 | 9 | 0.17% | 0.25% | 0.30% | Q1 2021 | Q1 2023 | 9 |
BANCED CORP | 9 | 9 | 0.26% | 0.39% | 0.54% | Q2 2013 | Q2 2015 | 9 |
Gitterman Wealth Management, LLC | 9 | 9 | 0.65% | 1.04% | 1.53% | Q1 2021 | Q1 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.25% | 0.41% | 0.57% | Q1 2021 | Q1 2023 | 9 |
Bradley & Co. Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 9 |
FORTALEZA ASSET MANAGEMENT INC/ | 9 | 9 | 0.69% | 1.19% | 1.62% | Q3 2015 | Q3 2017 | 9 |
Lehman Financial Resources, Inc. | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q3 2015 | 9 |
Yorktown Management & Research Co Inc | 8 | 1 | 0.06% | 0.24% | 0.39% | Q2 2017 | Q1 2022 | 9 |
Cowen Prime Advisors LLC | 8 | 1 | 0.07% | 0.11% | 0.15% | Q2 2020 | Q1 2023 | 9 |
Pallas Capital Advisors LLC | 9 | 9 | 0.69% | 0.84% | 1.06% | Q1 2021 | Q1 2023 | 9 |
Union Heritage Capital, LLC | 9 | 9 | 1.47% | 2.07% | 2.65% | Q1 2021 | Q1 2023 | 9 |
WAYCROSS PARTNERS, LLC | 9 | 9 | 0.55% | 1.11% | 1.53% | Q1 2021 | Q1 2023 | 9 |
BCK Partners, Inc. | 9 | 9 | 0.33% | 0.42% | 0.49% | Q1 2021 | Q1 2023 | 9 |
Alpine Global Management, LLC | 3 | 1 | 0.05% | 0.42% | 1.40% | Q4 2014 | Q2 2021 | 9 |
Synergy Asset Management, LLC | 9 | 9 | 0.11% | 0.92% | 2.22% | Q1 2021 | Q1 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 2.32% | 3.04% | 3.80% | Q1 2021 | Q1 2023 | 9 |
Iron Horse Wealth Management, LLC | 7 | 2 | 0.28% | 0.35% | 0.38% | Q4 2020 | Q1 2023 | 9 |
Prentice Wealth Management LLC | 9 | 9 | 0.39% | 0.57% | 1.14% | Q1 2021 | Q1 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 9 | 9 | 0.36% | 0.43% | 0.55% | Q1 2021 | Q1 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.16% | 0.23% | 0.29% | Q4 2020 | Q4 2022 | 9 |
Carmignac Gestion | 6 | 3 | 0.02% | 1.21% | 2.55% | Q4 2020 | Q1 2023 | 9 |
Jump Financial, LLC | 6 | 1 | 0.05% | 0.24% | 0.52% | Q3 2020 | Q1 2023 | 9 |
Kensington Investment Counsel, LLC | 6 | 3 | 0.81% | 0.97% | 1.23% | Q4 2020 | Q1 2023 | 9 |
Indiana Trust & Investment Management CO | 6 | 3 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q1 2023 | 9 |
Colonial River Wealth Management, LLC | 6 | 3 | 0.31% | 0.64% | 0.82% | Q4 2020 | Q1 2023 | 9 |
HITE Hedge Asset Management LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2023 | 9 |
Activest Wealth Management | 9 | 9 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q1 2023 | 9 |
IAM Advisory, LLC | 7 | 2 | 0.42% | 0.70% | 1.02% | Q4 2020 | Q1 2023 | 9 |
SOLARIS ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
Steamboat Capital Partners, LLC | 9 | 9 | 1.73% | 5.07% | 8.12% | Q4 2018 | Q4 2020 | 9 |
State of Wyoming | 9 | 9 | 0.18% | 0.61% | 1.18% | Q1 2021 | Q1 2023 | 9 |
PagnatoKarp Partners LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q1 2020 | 9 |
Spark Investment Management LLC | 6 | 1 | 0.10% | 0.28% | 0.49% | Q2 2015 | Q3 2018 | 9 |
Kassirer Asset Management Corp | 9 | 9 | 0.15% | 1.80% | 7.53% | Q2 2017 | Q2 2019 | 9 |
Peloton Wealth Strategists | 9 | 9 | 0.83% | 1.80% | 2.38% | Q1 2021 | Q1 2023 | 9 |
NICOLET ADVISORY SERVICES, LLC | 6 | 2 | 0.03% | 0.09% | 0.30% | Q1 2020 | Q1 2023 | 8 |
Summit Financial, LLC | 8 | 8 | 0.09% | 0.24% | 0.37% | Q2 2021 | Q1 2023 | 8 |
DC Investments Management, LLC | 7 | 1 | 0.17% | 0.82% | 2.02% | Q4 2017 | Q2 2020 | 8 |
ADVANCE CAPITAL I INC | 5 | 3 | 0.30% | 0.46% | 0.76% | Q2 2013 | Q2 2016 | 8 |
Princeton Alpha Management LP | 4 | 4 | 0.10% | 0.43% | 0.71% | Q1 2015 | Q1 2017 | 8 |
GRIES FINANCIAL LLC | 8 | 8 | 0.13% | 0.42% | 0.80% | Q1 2021 | Q4 2022 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.14% | 0.47% | 1.70% | Q4 2014 | Q1 2019 | 8 |
Probity Advisors, Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q2 2022 | 8 |
CAPE ANN SAVINGS BANK | 7 | 1 | 0.90% | 1.29% | 1.83% | Q2 2020 | Q2 2022 | 8 |
Bank of New Hampshire | 8 | 8 | 1.30% | 1.49% | 1.68% | Q2 2021 | Q1 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.46% | 0.58% | 0.67% | Q4 2014 | Q3 2016 | 8 |
ARGUS INVESTORS' COUNSEL, INC. | 8 | 8 | 0.14% | 0.50% | 0.80% | Q2 2021 | Q1 2023 | 8 |
PA Capital LLC | 8 | 8 | 0.44% | 1.23% | 2.09% | Q4 2018 | Q3 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.18% | 0.20% | 0.21% | Q2 2013 | Q1 2015 | 8 |
Fortress Wealth Group, LLC | 8 | 8 | 0.34% | 0.38% | 0.46% | Q2 2021 | Q1 2023 | 8 |
KLINGENSTEIN FIELDS & CO LP | 7 | 1 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 8 |
Lafayette Investments | 8 | 8 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q1 2023 | 8 |
HFR Wealth Management, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q1 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.14% | 0.24% | 0.35% | Q1 2021 | Q1 2023 | 8 |
KELLEHER FINANCIAL ADVISORS | 8 | 8 | 0.44% | 0.59% | 0.73% | Q2 2021 | Q1 2023 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Newton One Investments LLC | 8 | 8 | 0.22% | 0.26% | 0.29% | Q2 2021 | Q1 2023 | 8 |
WADDELL & ASSOCIATES, LLC | 8 | 8 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q1 2023 | 8 |
One Charles Private Wealth Services, LLC | 8 | 8 | 0.15% | 0.19% | 0.22% | Q2 2021 | Q1 2023 | 8 |
Benchmark Financial Wealth Advisors, LLC | 8 | 8 | 0.10% | 0.16% | 0.22% | Q2 2021 | Q1 2023 | 8 |
Guidant Wealth Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 8 | 8 | 0.17% | 0.28% | 0.42% | Q2 2021 | Q1 2023 | 8 |
Accuvest Global Advisors | 3 | 1 | 0.14% | 0.28% | 0.64% | Q1 2016 | Q1 2023 | 8 |
E Fund Management Co., Ltd. | 7 | 1 | 0.03% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 8 |
Financial Advantage, Inc. | 5 | 3 | 0.01% | 0.31% | 0.82% | Q2 2013 | Q3 2020 | 8 |
Clarity Financial LLC | 6 | 2 | 0.03% | 1.12% | 3.74% | Q4 2020 | Q1 2023 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.07% | 0.69% | 1.46% | Q2 2016 | Q1 2018 | 8 |
Grant/GrossMendelsohn, LLC | 8 | 8 | 0.10% | 0.18% | 0.24% | Q1 2021 | Q4 2022 | 8 |
Virtus ETF Advisers LLC | 4 | 1 | 0.01% | 0.18% | 0.48% | Q3 2018 | Q1 2023 | 8 |
Covenant Multifamily Offices, LLC | 5 | 3 | 0.12% | 0.31% | 0.54% | Q4 2018 | Q3 2021 | 8 |
Principal Street Partners, LLC | 8 | 8 | 0.10% | 0.16% | 0.23% | Q2 2021 | Q1 2023 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.06% | 0.17% | 0.71% | Q3 2019 | Q2 2021 | 8 |
LYELL WEALTH MANAGEMENT, LP | 8 | 8 | 0.02% | 0.14% | 0.49% | Q2 2021 | Q1 2023 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.51% | 2.06% | 5.43% | Q4 2020 | Q3 2022 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.05% | 0.08% | 0.23% | Q2 2013 | Q1 2015 | 8 |
Mercer Capital Advisers, Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q3 2020 | 8 |
LPWM LLC | 8 | 8 | 0.14% | 0.18% | 0.21% | Q2 2021 | Q1 2023 | 8 |
Woodline Partners LP | 5 | 1 | 0.13% | 0.36% | 0.80% | Q1 2020 | Q4 2022 | 8 |
Birch Hill Investment Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Lloyd Advisory Services, LLC. | 5 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.59% | 1.20% | 1.86% | Q4 2020 | Q3 2022 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.84% |