Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 36 |
WOLVERINE TRADING, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 35 |
Citadel Advisors | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 35 |
UBS Group AG | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 34 |
CAPSTONE INVESTMENT ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 34 |
Walleye Trading LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 31 |
D. E. Shaw & Co., Inc. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 29 |
PEAK6 Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 28 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 24 |
MILLENNIUM MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 23 |
Parallax Volatility Advisers, L.P. | 10 | 10 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q1 2023 | 23 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 23 |
CONTINENTAL ADVISORS LLC | 12 | 12 | 0.34% | 2.40% | 4.16% | Q4 2020 | Q3 2023 | 23 |
SG3 Management, LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q4 2022 | 21 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 20 |
MILLER VALUE PARTNERS, LLC | 12 | 12 | 0.01% | 0.75% | 5.42% | Q4 2020 | Q3 2023 | 18 |
Point72 Asset Management, L.P. | 5 | 2 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
TWO SIGMA INVESTMENTS, LP | 6 | 5 | 0.00% | 0.05% | 0.24% | Q4 2020 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 17 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 16 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 16 |
Caption Management, LLC | 5 | 4 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 16 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 6 | 6 | 0.00% | 0.07% | 0.53% | Q4 2020 | Q1 2022 | 14 |
Cutler Group LLC / CA | 9 | 9 | 0.00% | 0.00% | 0.04% | Q4 2020 | Q4 2022 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 2 | 0.01% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 14 |
Cubist Systematic Strategies, LLC | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
Squarepoint Ops LLC | 6 | 5 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 13 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q4 2023 | 13 |
CACTI ASSET MANAGEMENT LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 13 |
BEACH INVESTMENT COUNSEL INC/PA | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 13 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 13 |
Tamarack Advisers, LP | 12 | 12 | 0.02% | 2.63% | 5.59% | Q4 2020 | Q3 2023 | 13 |
Anchor Investment Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q4 2023 | 13 |
Bartlett & Co. LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
COUNTRY TRUST BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
DnB Asset Management AS | 13 | 13 | 0.02% | 0.02% | 0.06% | Q4 2020 | Q4 2023 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 13 |
Pacifica Partners Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
Camber Capital Management LP | 12 | 12 | 1.91% | 6.86% | 10.45% | Q4 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Argyle Capital Management Inc. | 12 | 12 | 0.05% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Investors Research Corp | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CKW FINANCIAL GROUP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Dai-ichi Life Insurance Company, Ltd | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Trust & Banking Corp | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PEOPLES FINANCIAL SERVICES CORP. | 12 | 12 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
CIGNA INVESTMENTS INC /NEW | 12 | 12 | 0.03% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NATIXIS ADVISORS, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Compagnie Lombard Odier SCmA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NJ State Employees Deferred Compensation Plan | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
GABLES CAPITAL MANAGEMENT INC. | 12 | 12 | 0.04% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
South Dakota Investment Council | 12 | 12 | 0.18% | 0.27% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Tradewinds Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Column Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.13% | 0.26% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Providence Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MACQUARIE GROUP LTD | 12 | 12 | 0.02% | 0.32% | 1.05% | Q4 2020 | Q3 2023 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Fidelity National Financial, Inc. | 12 | 12 | 0.01% | 0.05% | 0.11% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Tredje AP-fonden | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Quinn Opportunity Partners LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
WEDBUSH SECURITIES INC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TORONTO DOMINION BANK | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Capital Advisors, Ltd. LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Fortis Advisors, LLC | 12 | 12 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NORDEA INVESTMENT MANAGEMENT AB | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
VANGUARD GROUP INC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
AMERICAN FINANCIAL GROUP INC | 12 | 12 | 0.23% | 0.34% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Silvant Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 1.33% | 2.57% | 3.37% | Q4 2020 | Q3 2023 | 12 |
Arizona State Retirement System | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
FIRST MANHATTAN CO. LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TOMPKINS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Invesco Ltd. | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
MetLife Investment Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Utah Retirement Systems | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Kovitz Investment Group Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TWIN CAPITAL MANAGEMENT INC | 12 | 12 | 0.06% | 0.09% | 0.22% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Northeast Financial Consultants Inc | 12 | 12 | 0.10% | 0.14% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.02% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PROFUND ADVISORS LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Cranbrook Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 12 | 12 | 0.03% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BNP Paribas Asset Management Holding S.A. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
West Oak Capital, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ASSETMARK, INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Copeland Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 | 12 | 0.00% | 0.01% | 0.12% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HALL LAURIE J TRUSTEE | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
KARPAS STRATEGIES, LLC | 12 | 12 | 0.04% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
PrairieView Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q3 2023 | 12 |
MidWestOne Financial Group, Inc. | 12 | 12 | 0.04% | 0.26% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Carolina Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Capital World Investors | 12 | 12 | 0.00% | 0.02% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Cohen Klingenstein LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Moors & Cabot, Inc. | 12 | 12 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Lee Financial Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Supplemental Annuity Collective Trust of NJ | 12 | 12 | 0.09% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
BEDDOW CAPITAL MANAGEMENT INC | 12 | 12 | 1.74% | 2.28% | 2.88% | Q4 2020 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Plante Moran Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Ensign Peak Advisors, Inc | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
M&R CAPITAL MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Founders Capital Management | 9 | 3 | 0.00% | 0.02% | 0.16% | Q4 2020 | Q4 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Callodine Capital Management, LP | 12 | 12 | 3.34% | 5.03% | 7.84% | Q4 2020 | Q3 2023 | 12 |
Arnhold LLC | 12 | 12 | 0.06% | 1.33% | 1.88% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation, N.A. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AQR Capital Management | 12 | 12 | 0.01% | 0.15% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Te Ahumairangi Investment Management Ltd | 12 | 12 | 0.11% | 0.16% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
S.A. Mason LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Handelsbanken Fonder AB | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
MFA WEALTH ADVISORS, LLC | 12 | 12 | 0.16% | 0.29% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Savant Capital, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CNB Bank | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
ROYAL LONDON ASSET MANAGEMENT LTD | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
FIRST TRUST ADVISORS LP | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Community Bank, N.A. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Keystone Financial Planning, Inc. | 12 | 12 | 0.09% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
CIBC Asset Management Inc | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
KAHN BROTHERS GROUP INC | 12 | 12 | 0.10% | 0.15% | 0.31% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ADVISORS MANAGEMENT GROUP INC /ADV | 12 | 12 | 0.04% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Daiwa Securities Group Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WealthTrust Axiom LLC | 12 | 12 | 0.20% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 12 |
GABELLI FUNDS LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
HighMark Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Essex Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 12 | 0.03% | 0.18% | 0.34% | Q4 2020 | Q3 2023 | 12 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 12 | 12 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Robeco Institutional Asset Management B.V. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Mine & Arao Wealth Creation & Management, LLC. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
DUNCKER STREETT & CO INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TCTC Holdings, LLC | 12 | 12 | 0.01% | 0.04% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Cresset Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Legal & General Group Plc | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Roble, Belko & Company, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kentucky Retirement Systems | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Factorial Partners, LLC | 12 | 12 | 0.45% | 1.12% | 1.87% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
GLENMEDE TRUST CO NA | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Centerpoint Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Allianz Asset Management GmbH | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Pflug Koory, LLC | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
HSBC HOLDINGS PLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Fruth Investment Management | 12 | 12 | 0.12% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AMERIPRISE FINANCIAL INC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
GAMCO INVESTORS, INC. ET AL | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
DAVIS SELECTED ADVISERS | 12 | 12 | 1.06% | 3.10% | 4.14% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
SCOTIA CAPITAL INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Parkside Financial Bank & Trust | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ProShare Advisors LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
North Star Investment Management Corp. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CHIRON CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.26% | 0.58% | 0.74% | Q4 2020 | Q3 2023 | 12 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 12 | 12 | 0.05% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Livforsakringsbolaget Skandia, Omsesidigt | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Bollard Group LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TFC Financial Management, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Chevy Chase Trust Holdings, LLC | 12 | 12 | 0.03% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
M&T BANK CORP | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Greenwich Wealth Management LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 12 |
National Pension Service | 12 | 12 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
State of Tennessee, Treasury Department | 12 | 12 | 0.01% | 0.01% | 0.07% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FIL Ltd | 12 | 12 | 0.00% | 0.04% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SHELL ASSET MANAGEMENT CO | 12 | 12 | 0.00% | 0.01% | 0.09% | Q4 2020 | Q3 2023 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CLARK ESTATES INC/NY | 12 | 12 | 0.11% | 0.51% | 0.73% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
NISA INVESTMENT ADVISORS, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
DIMENSIONAL FUND ADVISORS LP | 12 | 12 | 0.04% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SEARLE & CO. | 12 | 12 | 0.06% | 0.18% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Sandy Spring Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BOSTON FINANCIAL MANGEMENT LLC | 12 | 12 | 0.06% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CM Management, LLC | 12 | 12 | 0.55% | 1.17% | 1.53% | Q4 2020 | Q3 2023 | 12 |
MOTCO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
OLD SECOND NATIONAL BANK OF AURORA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Manchester Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TFO Wealth Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Fisher Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Integrated Wealth Concepts LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Asset Management One Co., Ltd. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AMALGAMATED BANK | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
COMMERCE BANK | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Ayalon Insurance Comp Ltd. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FEDERATED HERMES, INC. | 12 | 12 | 0.00% | 0.08% | 0.32% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BESSEMER GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ATTICUS WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NEW YORK STATE COMMON RETIREMENT FUND | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Pacer Advisors, Inc. | 12 | 12 | 0.01% | 0.35% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 12 | 12 | 0.00% | 0.01% | 0.09% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 12 | 0.00% | 0.35% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Mirae Asset Global Investments Co., Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Chesley Taft & Associates LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Canal Insurance CO | 12 | 12 | 0.05% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Vestcor Inc | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Highlander Capital Management, LLC | 12 | 12 | 0.16% | 0.26% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Strategic Family Wealth Counselors, L.L.C. | 12 | 12 | 0.09% | 0.11% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Skandinaviska Enskilda Banken AB (publ) | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
OAK ASSOCIATES LTD /OH/ | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Meiji Yasuda Asset Management Co Ltd. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Cedar Mountain Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Sigma Planning Corp | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
METROPOLITAN LIFE INSURANCE CO/NY | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ISLAY CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cutler Capital Management, LLC | 12 | 12 | 0.31% | 1.16% | 1.93% | Q4 2020 | Q3 2023 | 12 |
Advisors Asset Management, Inc. | 12 | 12 | 0.00% | 0.08% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Palouse Capital Management, Inc. | 12 | 12 | 0.11% | 1.03% | 2.11% | Q4 2020 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
DORCHESTER WEALTH MANAGEMENT Co | 12 | 12 | 0.64% | 1.05% | 1.58% | Q4 2020 | Q3 2023 | 12 |
USS Investment Management Ltd | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Norinchukin Bank, The | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Focused Wealth Management, Inc | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TEXAS PERMANENT SCHOOL FUND CORP | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Heritage Wealth Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 12 | 12 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SALEM INVESTMENT COUNSELORS INC | 12 | 12 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NVWM, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
JFS WEALTH ADVISORS, LLC | 12 | 12 | 0.01% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Glassman Wealth Services | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BANK OF NOVA SCOTIA | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
GROUP ONE TRADING, L.P. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CONNING INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Financial Management Professionals, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
STATE STREET CORP | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
AVIVA PLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Mariner, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sumitomo Mitsui Trust Holdings, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Treasurer of the State of North Carolina | 12 | 12 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
IFM Investors Pty Ltd | 12 | 12 | 0.04% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ATWOOD & PALMER INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JOHNSON INVESTMENT COUNSEL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 12 | 12 | 1.81% | 4.32% | 5.90% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Winch Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AXA S.A. | 12 | 12 | 0.00% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
WESTPAC BANKING CORP | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Retirement Systems of Alabama | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Monaco Asset Management SAM | 8 | 8 | 0.17% | 4.65% | 10.53% | Q4 2021 | Q3 2023 | 12 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 12 | 0.01% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AllSquare Wealth Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Brendel Financial Advisors LLC | 12 | 12 | 0.07% | 0.14% | 0.25% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tortoise Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BECK MACK & OLIVER LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Swiss National Bank | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Archer Investment Corp | 12 | 12 | 0.00% | 0.11% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Round Hill Asset Management | 12 | 12 | 0.11% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
APG Asset Management N.V. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SUMITOMO LIFE INSURANCE CO | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BANK OF MONTREAL /CAN/ | 9 | 2 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Versant Capital Management, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2023 | 12 |
PANAGORA ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 12 | 0.08% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Oakworth Capital, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
HOEY INVESTMENTS, INC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
LSV ASSET MANAGEMENT | 12 | 12 | 0.07% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 12 |
SVB WEALTH LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Riggs Asset Managment Co. Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Gleason Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Gifford Fong Associates | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Crossmark Global Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
XPONANCE, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
FinTrust Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Candriam S.C.A. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
EXCALIBUR MANAGEMENT CORP | 12 | 12 | 0.06% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Sutton Wealth Advisors Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 12 | 12 | 0.06% | 0.38% | 0.93% | Q4 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SIMPLEX TRADING, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Field & Main Bank | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
abrdn plc | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 12 | 12 | 0.08% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 12 |
State of New Jersey Common Pension Fund D | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
State of Alaska, Department of Revenue | 12 | 12 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
FIRST FINANCIAL CORP /IN/ | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
INGALLS & SNYDER LLC | 12 | 12 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ROCKY MOUNTAIN ADVISERS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TSFG, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER & CO INC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
First Horizon Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DekaBank Deutsche Girozentrale | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 12 | 12 | 1.09% | 1.39% | 1.80% | Q4 2020 | Q3 2023 | 12 |
Ally Financial Inc. | 12 | 12 | 0.19% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Rathbones Group PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Pettee Investors, Inc. | 12 | 12 | 0.05% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 12 |
KBC Group NV | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Illinois Municipal Retirement Fund | 12 | 12 | 0.06% | 0.10% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IMA Wealth, Inc. | 12 | 12 | 0.00% | 0.00% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
STRS OHIO | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Neuberger Berman Group LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Kentucky Retirement Systems Insurance Trust Fund | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
RHUMBLINE ADVISERS | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Brandywine Global Investment Management, LLC | 12 | 12 | 0.20% | 0.26% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STONERIDGE INVESTMENT PARTNERS LLC | 12 | 12 | 0.23% | 0.35% | 0.56% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ARROW FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Estabrook Capital Management | 12 | 12 | 0.34% | 0.45% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Louisiana State Employees Retirement System | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Alpha Omega Wealth Management LLC | 12 | 12 | 0.05% | 0.12% | 0.38% | Q4 2020 | Q3 2023 | 12 |
RIVER GLOBAL INVESTORS LLP | 12 | 12 | 0.46% | 0.55% | 0.71% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JANUS HENDERSON GROUP PLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
American Assets Investment Management, LLC | 12 | 12 | 0.07% | 0.30% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Rafferty Asset Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Busey Bank | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL COUNSELORS INC | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
GREENLEAF TRUST | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SEI INVESTMENTS CO | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Rosenberg Matthew Hamilton | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WEBSTER BANK, N. A. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
KEMPNER CAPITAL MANAGEMENT INC. | 7 | 4 | 0.46% | 2.30% | 3.41% | Q4 2020 | Q3 2023 | 11 |
Gradient Investments LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL PLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
BAILARD, INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Truvestments Capital LLC | 6 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
BerganKDV Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
MOODY NATIONAL BANK TRUST DIVISION | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Farmers & Merchants Trust Co of Chambersburg PA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q1 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
COERENTE CAPITAL MANAGEMENT | 11 | 11 | 0.06% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Disciplined Investments, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
EVERENCE CAPITAL MANAGEMENT INC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
WESBANCO BANK INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Riverview Trust Co | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.04% | 0.08% | 0.16% | Q4 2020 | Q2 2023 | 11 |
Hudson Bay Capital Management LP | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Siemens Fonds Invest GmbH | 11 | 11 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 11 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.50% | 0.92% | 1.13% | Q1 2021 | Q3 2023 | 11 |
Verition Fund Management LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HERITAGE INVESTORS MANAGEMENT CORP | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
First National Bank of South Miami | 11 | 11 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 11 |
GATEWAY INVESTMENT ADVISERS LLC | 7 | 4 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Russell Investments Group, Ltd. | 11 | 11 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 7 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
TimeScale Financial, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HOERTKORN RICHARD CHARLES | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Laffer Tengler Investments, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Alaska Permanent Fund Corp | 9 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.11% | 0.15% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Sippican Capital Advisors | 11 | 11 | 0.50% | 1.33% | 1.85% | Q1 2021 | Q3 2023 | 11 |
Veritable, L.P. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
MEITAV INVESTMENT HOUSE LTD | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Laurion Capital Management LP | 11 | 11 | 0.30% | 2.29% | 4.69% | Q4 2020 | Q2 2023 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
BOKF, NA | 9 | 2 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Vigilant Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Clean Yield Group | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
FORSTA AP-FONDEN | 8 | 3 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 11 |
ING GROEP NV | 8 | 3 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
SMITH, MOORE & CO. | 11 | 11 | 0.06% | 0.15% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Bridgewater Associates | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
SECURIAN ASSET MANAGEMENT, INC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Springhouse Capital Management, LP | 11 | 11 | 0.36% | 0.82% | 1.25% | Q1 2021 | Q3 2023 | 11 |
MCF Advisors LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
AlphaMark Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 11 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Intercontinental Wealth Advisors, LLC | 11 | 11 | 0.08% | 0.23% | 0.34% | Q4 2020 | Q2 2023 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Horizon Investments, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Blume Capital Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Moisand Fitzgerald Tamayo, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
JONES FINANCIAL COMPANIES LLLP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Mengis Capital Management, Inc. | 11 | 11 | 0.07% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 11 |
CIBC WORLD MARKETS CORP | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 4 | 0.00% | 0.09% | 0.24% | Q4 2020 | Q3 2023 | 11 |
NATIXIS | 9 | 2 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 7 | 4 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 11 | 11 | 2.78% | 3.65% | 5.29% | Q4 2020 | Q2 2023 | 11 |
TIAA, FSB | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
REGIONS FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Poehling Capital Management, INC. | 11 | 11 | 1.47% | 2.66% | 3.77% | Q1 2021 | Q3 2023 | 11 |
Turim 21 Investimentos Ltda. | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 11 |
NEW ENGLAND ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Mork Capital Management, LLC | 11 | 11 | 0.77% | 1.20% | 1.92% | Q1 2021 | Q3 2023 | 11 |
CHICAGO TRUST Co NA | 7 | 4 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Cadence Bank | 11 | 11 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Man Group plc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
CREDIT AGRICOLE S A | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
SENTRY INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Cedar Wealth Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Independence Bank of Kentucky | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 7 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.11% | Q1 2021 | Q2 2023 | 10 |
MASTERS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.46% | 0.83% | 1.65% | Q4 2020 | Q4 2021 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Alberta Investment Management Corp | 9 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 10 |
Private Ocean, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Empirical Finance, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 3 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q2 2023 | 10 |
SouthState Corp | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Independent Advisor Alliance | 8 | 2 | 0.01% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CLEAR INVESTMENT RESEARCH, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HUSSMAN STRATEGIC ADVISORS, INC. | 10 | 10 | 0.08% | 0.20% | 0.46% | Q4 2020 | Q1 2023 | 10 |
HARTFORD INVESTMENT MANAGEMENT CO | 9 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Westchester Capital Management, Inc. | 10 | 10 | 0.00% | 0.08% | 0.20% | Q4 2020 | Q1 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
CVA Family Office, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
First Trust Direct Indexing L.P. | 9 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Horan Securities, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
Semmax Financial Advisors Inc. | 9 | 1 | 0.00% | 0.01% | 0.12% | Q4 2020 | Q3 2023 | 10 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.01% | 0.13% | 0.34% | Q4 2020 | Q3 2023 | 10 |
Zhang Financial LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
MONETARY MANAGEMENT GROUP INC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 10 |
MONARCH CAPITAL MANAGEMENT INC/ | 10 | 10 | 0.05% | 0.14% | 0.21% | Q4 2020 | Q1 2023 | 10 |
Trust Asset Management LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.01% | 0.14% | 0.29% | Q4 2020 | Q3 2023 | 10 |
STEPH & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FAYEZ SAROFIM & CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Clear Creek Financial Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 10 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sageworth Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CoreFirst Bank & Trust | 10 | 10 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q1 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
NewEdge Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
COMERICA BANK | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Pinnacle Bancorp, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Cerity Partners LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
TOTH FINANCIAL ADVISORY CORP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
SEEYOND | 9 | 9 | 0.01% | 0.15% | 0.29% | Q4 2020 | Q4 2022 | 9 |
Regent Investment Management LLC | 9 | 9 | 0.07% | 0.11% | 0.16% | Q4 2020 | Q4 2022 | 9 |
HANCOCK WHITNEY CORP | 5 | 4 | 0.01% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 9 |
EARNEST PARTNERS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Twin Tree Management, LP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 9 |
Global Trust Asset Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Teza Capital Management LLC | 5 | 4 | 0.04% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 9 |
Engineers Gate Manager LP | 4 | 2 | 0.01% | 0.10% | 0.26% | Q4 2020 | Q2 2023 | 9 |
Achmea Investment Management B.V. | 7 | 1 | 0.00% | 0.09% | 0.31% | Q1 2021 | Q3 2023 | 9 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 8 | 1 | 0.02% | 0.07% | 0.19% | Q4 2020 | Q2 2023 | 9 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 9 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LEE DANNER & BASS INC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Claret Asset Management Corp | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MRA Advisory Group | 9 | 9 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q4 2022 | 9 |
Amundi | 9 | 9 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Stokes Family Office, LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
First Command Bank | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 9 |
Greylin Investment Management, Inc | 8 | 1 | 0.07% | 1.06% | 1.67% | Q4 2020 | Q3 2023 | 9 |
PROFFITT & GOODSON INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Bruce & Co., Inc. | 9 | 9 | 0.14% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NAPLES GLOBAL ADVISORS, LLC | 9 | 9 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q4 2022 | 9 |
EASTERLY INVESTMENT PARTNERS LLC | 9 | 9 | 0.49% | 1.70% | 2.65% | Q3 2021 | Q3 2023 | 9 |
Assenagon Asset Management S.A. | 9 | 9 | 0.00% | 0.05% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Lehman & Derafelo Financial Resources LLC | 9 | 9 | 0.09% | 0.20% | 0.38% | Q4 2020 | Q4 2022 | 9 |
JARISLOWSKY, FRASER Ltd | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Retirement Group, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
First PREMIER Bank | 5 | 4 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 9 |
Gotham Asset Management, LLC | 8 | 1 | 0.04% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 9 |
Woodline Partners LP | 6 | 1 | 0.06% | 0.17% | 0.54% | Q4 2020 | Q3 2023 | 9 |
E Fund Management Co., Ltd. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
IEQ CAPITAL, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 5 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Lowe Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
GAMBLE JONES INVESTMENT COUNSEL | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
NORGES BANK | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q4 2022 | 9 |
BRYN MAWR TRUST Co | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 4 | 0.00% | 0.07% | 0.18% | Q4 2020 | Q3 2023 | 9 |
Korea Investment CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Ballentine Partners, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2023 | 9 |
Sargent Bickham Lagudis LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Renaissance Technologies | 9 | 9 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 9 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.11% | 0.24% | Q1 2021 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Tempus Wealth Planning, LLC | 5 | 5 | 0.00% | 0.25% | 0.64% | Q4 2020 | Q4 2021 | 9 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 9 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.04% | 0.17% | Q4 2020 | Q1 2023 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
BRAVE ASSET MANAGEMENT INC | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Employees Retirement System of Texas | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 9 | 0.04% | 0.25% | 0.40% | Q4 2020 | Q4 2022 | 9 |
AUA CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
FOSTER & MOTLEY INC | 5 | 4 | 0.01% | 0.04% | 0.21% | Q4 2020 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
REGENTATLANTIC CAPITAL LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
SeaCrest Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 8 |
HBC Financial Services, PLLC | 8 | 8 | 0.00% | 0.12% | 0.41% | Q4 2020 | Q3 2022 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Covington Capital Management | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2020 | Q3 2022 | 8 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 8 | 8 | 0.05% | 0.09% | 0.17% | Q1 2021 | Q4 2022 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.45% | 0.65% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 7 | 1 | 0.01% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 8 |
FUKOKU MUTUAL LIFE INSURANCE Co | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MUFG Americas Holdings Corp | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Danda Trouve Investment Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
GRIFFIN ASSET MANAGEMENT, INC. | 8 | 8 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q1 2023 | 8 |
Bell Bank | 8 | 8 | 0.19% | 0.55% | 0.72% | Q4 2021 | Q3 2023 | 8 |
American Research & Management Co. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
ROOSEVELT INVESTMENT GROUP LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.01% | 0.10% | 0.30% | Q1 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EVOKE WEALTH, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.12% | Q4 2021 | Q3 2023 | 8 |
BANQUE PICTET & CIE SA | 6 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 8 |
HBK Sorce Advisory LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Capital International Sarl | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AUXIER ASSET MANAGEMENT | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.05% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Boston Partners | 8 | 8 | 0.00% | 0.03% | 0.16% | Q4 2020 | Q3 2022 | 8 |
Hudock, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.02% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.44% | 0.51% | 0.64% | Q4 2021 | Q3 2023 | 8 |
BOYAR ASSET MANAGEMENT INC. | 8 | 8 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 6 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 8 |
Avestar Capital, LLC | 8 | 8 | 0.13% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 8 | 8 | 1.55% | 2.55% | 3.47% | Q4 2020 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Freedom Investment Management, Inc. | 6 | 2 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 8 |
AlphaCrest Capital Management LLC | 8 | 8 | 0.03% | 0.11% | 0.20% | Q4 2020 | Q3 2022 | 8 |
AMARILLO NATIONAL BANK | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2022 | 8 |
FDx Advisors, Inc. | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
John W. Brooker & Co., CPAs | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.04% | 0.19% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 8 |
Kinneret Advisory, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.56% | 0.64% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Marble Harbor Investment Counsel, LLC | 8 | 8 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Dakota Wealth Management | 8 | 8 | 0.02% | 0.11% | 0.26% | Q4 2021 | Q3 2023 | 8 |
ALLSTATE CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.18% | 0.47% | Q4 2020 | Q2 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 8 |
Red Cedar Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Wealthfront Advisers LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 8 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 8 |
Redpoint Investment Management Pty Ltd | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.05% | 0.07% | Q1 2021 | Q1 2023 | 8 |
DOWLING & YAHNKE LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 4 | 2 | 0.03% | 0.26% | 0.53% | Q4 2020 | Q2 2023 | 8 |
Chicago Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Ellevest, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
Motley Fool Asset Management LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OSSIAM | 7 | 1 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q1 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sunbelt Securities, Inc. | 5 | 3 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 8 |
COLONY GROUP LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lido Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Total Clarity Wealth Management, Inc. | 7 | 7 | 0.06% | 0.40% | 0.99% | Q1 2021 | Q3 2022 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Athena Investment Management | 7 | 7 | 0.29% | 0.32% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Qtron Investments LLC | 7 | 7 | 0.03% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 7 |
Ellis Investment Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 7 | 7 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q2 2022 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Arkadios Wealth Advisors | 4 | 3 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 7 |
Old North State Trust, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.00% | 0.06% | 0.19% | Q1 2022 | Q3 2023 | 7 |
AIA Group Ltd | 7 | 7 | 0.01% | 0.01% | 0.04% | Q3 2021 | Q1 2023 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 7 |
Professional Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Clear Perspectives Financial Planning, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.02% | 0.06% | 0.14% | Q3 2021 | Q3 2023 | 7 |
Antonetti Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2010 | Q4 2022 | 7 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
WEST PACES ADVISORS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 7 |
Trilogy Capital Inc. | 7 | 7 | 0.01% | 0.08% | 0.18% | Q1 2022 | Q3 2023 | 7 |
NOMURA HOLDINGS INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Corton Capital Inc. | 5 | 2 | 0.16% | 0.22% | 0.30% | Q4 2021 | Q3 2023 | 7 |
First Bank & Trust | 7 | 7 | 0.00% | 0.01% | 0.09% | Q4 2020 | Q2 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CX Institutional | 4 | 1 | 0.00% | 0.05% | 0.17% | Q4 2020 | Q2 2023 | 7 |
Cordasco Financial Network | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
HC FINANCIAL ADVISORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Sterling Investment Advisors, Ltd. | 7 | 7 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2022 | 7 |
TRUE Private Wealth Advisors | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Cladis Investment Advisory, LLC | 7 | 7 | 0.24% | 0.57% | 0.76% | Q4 2021 | Q2 2023 | 7 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q3 2023 | 7 |
Corient Capital Partners, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 7 |
Wealth Alliance | 5 | 2 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 7 |
Mechanics Financial Corp | 7 | 7 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q2 2023 | 7 |
Capital International, Inc./CA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
LOOMIS SAYLES & CO L P | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Centiva Capital, LP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 7 |
CSS LLC/IL | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 7 |
WINTON GROUP Ltd | 5 | 2 | 0.01% | 0.06% | 0.10% | Q2 2021 | Q1 2023 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Quilter Plc | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
State of Wyoming | 5 | 2 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Ethic Inc. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Forum Financial Management, LP | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Pendal Group Ltd | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
D'Orazio & Associates, Inc. | 4 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 1.48% | 9.43% | 13.45% | Q1 2022 | Q3 2023 | 7 |
Argent Trust Co | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Simplicity Solutions, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
WINTRUST INVESTMENTS LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 7 |
MIROVA | 7 | 7 | 0.01% | 0.04% | 0.11% | Q4 2021 | Q2 2023 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.12% | 0.29% | 0.52% | Q1 2021 | Q1 2023 | 7 |
PITCAIRN CO | 7 | 7 | 0.02% | 0.13% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Azimuth Capital Management LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
PUTNAM INVESTMENTS LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q1 2022 | 6 |
GREAT LAKES ADVISORS, LLC | 4 | 2 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q2 2022 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Andra AP-fonden | 4 | 2 | 0.04% | 0.14% | 0.32% | Q4 2020 | Q3 2023 | 6 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 2 | 0.14% | 0.21% | 0.29% | Q1 2021 | Q1 2023 | 6 |
HOWLAND CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
TBH Global Asset Management, LLC | 6 | 6 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q3 2022 | 6 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Lenox Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Activest Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Sowell Financial Services LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.02% | 0.27% | 0.46% | Q4 2020 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CORDA Investment Management, LLC. | 6 | 6 | 0.17% | 0.61% | 0.78% | Q4 2020 | Q1 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Invenomic Capital Management LP | 5 | 1 | 0.53% | 1.77% | 2.88% | Q4 2020 | Q3 2023 | 6 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
SOL Capital Management CO | 6 | 6 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Lumbard & Kellner, LLC | 6 | 6 | 0.98% | 1.96% | 3.00% | Q4 2020 | Q1 2022 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
ADVISOR PARTNERS LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 6 |
SHELTON CAPITAL MANAGEMENT | 4 | 2 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Legacy Bridge, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 6 | 6 | 0.52% | 0.59% | 0.66% | Q3 2021 | Q4 2022 | 6 |
Polianta Ltd | 2 | 2 | 0.52% | 0.54% | 0.58% | Q4 2021 | Q3 2023 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
MACKAY SHIELDS LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Brinker Capital Investments, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Financial Enhancement Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 6 |
BECKER CAPITAL MANAGEMENT INC | 5 | 1 | 0.01% | 0.23% | 0.46% | Q4 2020 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Kendall Capital Management | 6 | 6 | 0.08% | 0.34% | 0.59% | Q2 2022 | Q3 2023 | 6 |
Abacus Planning Group, Inc. | 4 | 1 | 0.06% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 6 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2023 | 6 |
KB FINANCIAL PARTNERS, LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q2 2023 | 6 |
PITTENGER & ANDERSON INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 6 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 6 | 6 | 1.35% | 3.65% | 6.31% | Q4 2020 | Q1 2022 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Boit C F David | 4 | 2 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q4 2022 | 6 |
Balentine LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 6 |
Mittleman Investment Management | 6 | 6 | 6.57% | 9.60% | 12.17% | Q1 2021 | Q2 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Slate Path Capital LP | 4 | 2 | 1.36% | 7.28% | 12.00% | Q4 2020 | Q3 2023 | 6 |
WEALTH EFFECTS LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q1 2023 | 6 |
Liontrust Investment Partners LLP | 3 | 1 | 0.00% | 0.09% | 0.25% | Q4 2020 | Q3 2023 | 6 |
Delphia (USA) Inc. | 4 | 2 | 0.24% | 0.26% | 0.30% | Q4 2021 | Q2 2023 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.16% | Q3 2021 | Q4 2022 | 6 |
Private Portfolio Partners LLC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
COURAGE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.16% | 5.25% | 10.74% | Q4 2020 | Q1 2022 | 6 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 2 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 6 |
IAG Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
WADDELL & ASSOCIATES, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
AustralianSuper Pty Ltd | 3 | 1 | 0.05% | 0.21% | 0.48% | Q4 2020 | Q3 2023 | 6 |
Gemmer Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
PERKINS CAPITAL MANAGEMENT INC | 6 | 6 | 0.08% | 0.10% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Leelyn Smith, LLC | 4 | 2 | 0.00% | 0.00% | 0.03% | Q4 2020 | Q4 2022 | 6 |
IBM Retirement Fund | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.04% | 0.35% | 0.89% | Q1 2022 | Q3 2023 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IPG Investment Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 6 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
R.H. Dinel Investment Counsel, Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
SS&H Financial Advisors, Inc. | 4 | 1 | 0.38% | 0.41% | 0.47% | Q2 2022 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Human Investing LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Diligent Investors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Strategic Wealth Partners, Ltd. | 5 | 5 | 0.30% | 0.44% | 0.52% | Q1 2022 | Q1 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 5 |
Portman Square Capital LLP | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q2 2023 | 5 |
First Washington CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
WEALTHSOURCE PARTNERS, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PARSONS CAPITAL MANAGEMENT INC/RI | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2021 | 5 |
LVW Advisors, LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
ARGI Investment Services, LLC | 4 | 1 | 0.00% | 0.07% | 0.25% | Q3 2021 | Q4 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
China Universal Asset Management Co., Ltd. | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 5 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 5 | 5 | 0.05% | 1.59% | 2.41% | Q4 2020 | Q4 2021 | 5 |
Gladius Capital Management LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Sompo Asset Management Co., Ltd. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Timber Creek Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Range Financial Group LLC | 5 | 5 | 0.81% | 0.88% | 1.04% | Q3 2022 | Q3 2023 | 5 |
Future Financial Wealth Managment LLC | 5 | 5 | 0.08% | 0.17% | 0.23% | Q1 2021 | Q1 2022 | 5 |
ClearBridge Investments | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Varma Mutual Pension Insurance Co | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Stonebridge Financial Planning Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
WAYCROSS PARTNERS, LLC | 5 | 5 | 0.57% | 0.63% | 0.75% | Q4 2020 | Q4 2021 | 5 |
Shay Capital LLC | 3 | 3 | 0.04% | 1.30% | 4.14% | Q4 2020 | Q2 2021 | 5 |
Vestmark Advisory Solutions, Inc. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q4 2021 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.01% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
JABODON PT CO | 3 | 2 | 1.03% | 5.90% | 12.55% | Q4 2020 | Q1 2022 | 5 |
Majedie Asset Management Ltd | 5 | 5 | 0.51% | 0.63% | 0.73% | Q1 2021 | Q1 2022 | 5 |
Golden State Equity Partners | 5 | 5 | 0.19% | 0.25% | 0.34% | Q1 2021 | Q1 2022 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.07% | 0.29% | Q4 2020 | Q3 2023 | 5 |
MainStreet Investment Advisors LLC | 5 | 5 | 0.08% | 0.13% | 0.17% | Q4 2020 | Q4 2021 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.04% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q2 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
XTX Topco Ltd | 3 | 1 | 0.02% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 5 |
Cypress Capital Group | 3 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 5 |
Robbins Farley | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
J.P. Marvel Investment Advisors, LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q4 2021 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.06% | 0.19% | 0.34% | Q4 2021 | Q2 2023 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Banco Santander, S.A. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
WASHINGTON TRUST BANK | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.14% | 0.37% | 0.56% | Q4 2020 | Q4 2021 | 5 |
Elm Ridge Management, LLC | 5 | 5 | 1.30% | 1.93% | 2.90% | Q4 2020 | Q4 2021 | 5 |
EADS & HEALD WEALTH MANAGEMENT | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
INTACT INVESTMENT MANAGEMENT INC. | 5 | 5 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Belpointe Asset Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
SKBA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.99% | 1.32% | 1.45% | Q4 2020 | Q4 2021 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Truehand, Inc | 5 | 5 | 0.04% | 0.43% | 1.03% | Q4 2020 | Q4 2021 | 5 |
Morton Brown Family Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
REDWOOD CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.10% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
St. James Investment Company, LLC | 5 | 5 | 0.18% | 1.17% | 2.25% | Q4 2020 | Q4 2021 | 5 |
Pineno Levin & Ford Asset Management, Inc. | 5 | 5 | 0.72% | 0.78% | 1.03% | Q4 2020 | Q4 2021 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Barry Investment Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.15% | Q4 2020 | Q4 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2022 | 5 |
ALBION FINANCIAL GROUP /UT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
Kathmere Capital Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 5 |
Huber Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Retirement Planning Co of New England, Inc. | 4 | 1 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q2 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Azimuth Capital Investment Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
HOHIMER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.34% | 0.63% | 0.94% | Q4 2020 | Q4 2021 | 5 |
Checchi Capital Advisers, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Prospera Financial Services Inc | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 5 |
EXANE DERIVATIVES | 4 | 1 | 0.00% | 0.07% | 0.20% | Q4 2020 | Q1 2022 | 5 |
Perceptive Advisors | 5 | 5 | 0.18% | 0.19% | 0.21% | Q4 2020 | Q4 2021 | 5 |
One Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 5 |
NTV ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q4 2021 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.65% | 1.44% | Q4 2020 | Q3 2021 | 5 |
Sustainable Insight Capital Management, LLC | 5 | 5 | 0.12% | 0.16% | 0.19% | Q2 2021 | Q2 2022 | 5 |
Destiny Wealth Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
MEYER HANDELMAN CO | 5 | 5 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q4 2021 | 5 |
MERIDIAN INVESTMENT COUNSEL INC. | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Linscomb & Williams, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Altshuler Shaham Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CINCINNATI CASUALTY CO | 4 | 4 | 0.24% | 0.28% | 0.38% | Q4 2020 | Q3 2021 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL INSURANCE CO | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Boxwood Ventures, Inc. | 3 | 1 | 0.51% | 1.90% | 2.83% | Q2 2022 | Q3 2023 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 4 |
CBIZ Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
HB Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Gould Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Eudaimonia Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 4 |
Wesleyan Assurance Society | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Standard Family Office LLC | 3 | 1 | 0.08% | 0.23% | 0.61% | Q4 2020 | Q4 2021 | 4 |
Bank of New Hampshire | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
GAGNON SECURITIES LLC | 3 | 1 | 0.02% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CINCINNATI INSURANCE CO | 4 | 4 | 0.11% | 0.13% | 0.17% | Q4 2020 | Q3 2021 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2021 | 4 |
FIDUCIARY TRUST CO | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 4 |
DeDora Capital, Inc. | 3 | 1 | 0.06% | 0.11% | 0.14% | Q1 2021 | Q1 2022 | 4 |
Solstein Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CAMPBELL CAPITAL MANAGEMENT INC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2021 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2023 | 4 |
MCDONALD PARTNERS LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Choate Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
KELLEHER FINANCIAL ADVISORS | 4 | 4 | 0.18% | 0.26% | 0.37% | Q4 2020 | Q3 2021 | 4 |
LMR Partners LLP | 4 | 4 | 0.00% | 0.10% | 0.18% | Q4 2020 | Q3 2021 | 4 |
EMC Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
PATTON FUND MANAGEMENT, INC. | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Norman Fields, Gottscho Capital Management, LLC | 4 | 4 | 0.38% | 0.61% | 0.71% | Q1 2021 | Q4 2021 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.41% | 0.48% | 0.56% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Diversified Trust Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 4 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 4 |
Paulson & Co. | 4 | 4 | 0.41% | 2.70% | 5.58% | Q4 2020 | Q3 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AR ASSET MANAGEMENT INC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.17% | 0.60% | Q4 2021 | Q3 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Investment Research & Advisory Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MARKSTON INTERNATIONAL LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.11% | 0.20% | 0.30% | Q1 2022 | Q1 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
tru Independence LLC | 4 | 4 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q3 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Brookfield Asset Management | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q2 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Dorsey & Whitney Trust CO LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Machina Capital S.A.S. | 4 | 4 | 0.28% | 0.36% | 0.46% | Q2 2022 | Q1 2023 | 4 |
Tejara Capital Ltd | 4 | 4 | 0.57% | 1.31% | 2.61% | Q4 2022 | Q3 2023 | 4 |
Kemnay Advisory Services Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Euclidean Technologies Management, LLC | 4 | 4 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q1 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Firestone Capital Management | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
FAS Wealth Partners, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Hi-Line Capital Management, LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4 | 4 | 0.12% | 0.16% | 0.21% | Q4 2020 | Q3 2021 | 4 |
CMT Capital Markets Trading GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CINCINNATI FINANCIAL CORP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
World Asset Management Inc | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Virtue Capital Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Nexus Investment Management ULC | 4 | 4 | 0.04% | 0.13% | 0.20% | Q4 2020 | Q3 2021 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.01% | 0.38% | 0.80% | Q1 2021 | Q3 2022 | 4 |
Mandatum Life Insurance Co Ltd | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.03% | 0.07% | 0.17% | Q2 2021 | Q3 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Savior LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2021 | 4 |
PDT Partners, LLC | 4 | 4 | 0.04% | 0.13% | 0.24% | Q1 2022 | Q4 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 4 |
Filbrandt Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Lafayette Investments | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
CONDOR CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Ascent Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Bray Capital Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ALBERT D MASON INC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q4 2023 | 4 |
HealthInvest Partners AB | 3 | 1 | 6.52% | 8.21% | 10.21% | Q4 2020 | Q4 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Credit Capital Investments LLC | 4 | 4 | 2.72% | 3.54% | 5.07% | Q4 2020 | Q3 2021 | 4 |
First Light Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.16% | 0.65% | Q4 2020 | Q1 2023 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q1 2023 | 4 |
Psagot Value Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Cheviot Value Management, LLC | 4 | 4 | 0.57% | 1.13% | 1.62% | Q4 2020 | Q3 2021 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
BOENNING & SCATTERGOOD, INC. | 3 | 1 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MD Financial Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Klaas Financial Asset Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 3 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.35% | 0.50% | Q4 2020 | Q2 2021 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Crake Asset Management LLP | 3 | 3 | 1.18% | 1.32% | 1.41% | Q2 2021 | Q4 2021 | 3 |
Core Alternative Capital | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.14% | 0.21% | 0.35% | Q3 2022 | Q1 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 3 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 3 |
King Wealth Management Group | 3 | 3 | 0.17% | 0.20% | 0.26% | Q4 2020 | Q2 2021 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.26% | 0.27% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 3 |
AGF Investments LLC | 3 | 3 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.21% | 0.24% | 0.27% | Q4 2021 | Q2 2022 | 3 |
Quadrature Capital Ltd | 3 | 3 | 0.02% | 0.07% | 0.11% | Q2 2022 | Q4 2022 | 3 |
ARMISTICE CAPITAL, LLC | 2 | 1 | 0.09% | 0.64% | 1.22% | Q4 2020 | Q2 2022 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Perpetual Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Lumina Fund Management LLC | 3 | 3 | 0.11% | 0.17% | 0.23% | Q1 2021 | Q3 2021 | 3 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 3 |
Fosun International Ltd | 3 | 3 | 0.02% | 7.11% | 21.28% | Q4 2020 | Q2 2021 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.06% | 0.10% | Q1 2021 | Q1 2023 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BALASA DINVERNO & FOLTZ LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 3 |
AlphaCentric Advisors LLC | 2 | 1 | 0.27% | 0.60% | 1.22% | Q3 2022 | Q3 2023 | 3 |
Goodwin Investment Advisory | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
FISHMAN JAY A LTD/MI | 3 | 3 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q2 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FIRST QUADRANT LLC/CA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Pathway Financial Advisors LLC | 2 | 1 | 0.06% | 0.10% | 0.16% | Q4 2020 | Q1 2022 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.14% | 0.23% | 0.32% | Q4 2022 | Q2 2023 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Wedmont Private Capital | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q2 2021 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.04% | 0.12% | Q4 2020 | Q2 2021 | 3 |
PECONIC PARTNERS LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2022 | 3 |
CastleKnight Management LP | 3 | 3 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q2 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MARCO INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Hilltop Holdings Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
EDMP, INC. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 3 |
SteelPeak Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
SAMLYN CAPITAL, LLC | 2 | 1 | 0.47% | 1.15% | 2.50% | Q4 2020 | Q4 2021 | 3 |
PRIVATE ASSET MANAGEMENT INC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Moser Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Paragon Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 3 |
Wellington Shields Capital Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
BP PLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
AGF INVESTMENTS INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
OAK HARBOR WEALTH PARTNERS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
SummerHaven Investment Management, LLC | 3 | 3 | 0.21% | 0.27% | 0.37% | Q4 2020 | Q2 2021 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Sciencast Management LP | 2 | 1 | 0.04% | 0.16% | 0.36% | Q1 2021 | Q2 2022 | 3 |
Paladin Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
FIRST NATIONAL BANK OF OMAHA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Edgestream Partners, L.P. | 1 | 1 | 0.04% | 0.08% | 0.16% | Q1 2022 | Q3 2023 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Mechanics Bank Trust Department | 3 | 3 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q2 2021 | 3 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
6 Meridian | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 3 | 0.24% | 0.28% | 0.34% | Q1 2021 | Q3 2021 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.02% | 0.40% | 0.82% | Q4 2020 | Q2 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 5.96% | 7.01% | 8.48% | Q4 2020 | Q2 2021 | 3 |
Vantage Financial Partners Ltd., Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Clarius Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HOLDERNESS INVESTMENTS CO | 3 | 3 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2021 | 3 |
MBM Wealth Consultants, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Schneider Downs Wealth Management Advisors, LP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
KNOTT DAVID M | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 3 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2022 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.06% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Greenline Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Clearline Capital LP | 3 | 3 | 0.08% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.40% | 0.47% | 0.52% | Q2 2022 | Q1 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
DUALITY ADVISERS, LP | 3 | 3 | 0.08% | 0.13% | 0.21% | Q1 2022 | Q3 2022 | 3 |
MGO ONE SEVEN LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Plancorp, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Coastal Bridge Advisors, LLC | 2 | 1 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 3 |
NEVILLE RODIE & SHAW INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
TOWER BRIDGE ADVISORS | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
QS Investors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Gs Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Hennion & Walsh Asset Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Symmetry Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Marshall Wace North America L.P. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
US Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
PointState Capital LP | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q1 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 2.58% | 3.32% | 4.06% | Q4 2021 | Q1 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
CPWM, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Axiom Financial Strategies, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Bellevue Group AG | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 2 |
EVERETT HARRIS & CO /CA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Banco de Sabadell, S.A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
DODGE & COX | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q4 2022 | 2 |
SALEM CAPITAL MANAGEMENT INC | 2 | 2 | 0.94% | 1.16% | 1.38% | Q4 2020 | Q1 2021 | 2 |
NICOLET BANKSHARES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 2 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Tri Locum Partners LP | 1 | 1 | 0.04% | 3.58% | 7.12% | Q4 2020 | Q2 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
New Potomac Partners, LLC | 2 | 2 | 1.31% | 1.54% | 1.77% | Q4 2020 | Q1 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 2 |
Rubric Capital Management LP | 2 | 2 | 4.90% | 5.00% | 5.10% | Q2 2023 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 2 |
Xcel Wealth Management, LLC | 2 | 2 | 0.09% | 0.15% | 0.20% | Q4 2020 | Q1 2021 | 2 |
HYMAN CHARLES D | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PROVENCE WEALTH MANAGEMENT GROUP | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Patrick Mauro Investment Advisor, INC. | 2 | 2 | 1.11% | 1.19% | 1.26% | Q3 2022 | Q4 2022 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Hoese & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Homrich & Berg | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 1 | 1 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2022 | 2 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.56% | 1.12% | Q4 2020 | Q4 2022 | 2 |
Edgewood Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.16% | 0.19% | 0.23% | Q4 2020 | Q1 2021 | 2 |
NWK Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
New England Professional Planning Group Inc. | 2 | 2 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Distillate Capital Partners LLC | 1 | 1 | 0.70% | 0.94% | 1.17% | Q1 2021 | Q4 2022 | 2 |
Salvus Wealth Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q3 2021 | Q4 2021 | 2 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
OPUS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.10% | 0.15% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Holocene Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
XR Securities LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q1 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
New Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Hexavest Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q1 2021 | 2 |
BURNEY CO/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Ronit Capital LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SHAPIRO CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q1 2021 | 2 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PZENA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.65% | 1.08% | 1.51% | Q4 2020 | Q1 2021 | 2 |
Nachman Norwood & Parrott, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SMITH CHAS P & ASSOCIATES PA CPAS | 2 | 2 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q1 2021 | 2 |
GLENVIEW STATE BANK TRUST DEPT. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Rench Wealth Management, Inc. | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q1 2021 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Sepio Capital, LP | 1 | 1 | 0.12% | 0.17% | 0.23% | Q4 2020 | Q4 2020 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cubic Asset Management, LLC | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q1 2021 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 2 |
DC Investments Management, LLC | 1 | 1 | 0.20% | 0.44% | 0.68% | Q4 2020 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WOODSTOCK CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q1 2021 | 2 |
SUN LIFE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Monument Capital Management | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q3 2022 | Q4 2022 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Taylor Wealth Management Partners | 2 | 2 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.39% | 0.46% | 0.52% | Q2 2021 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
BLB&B Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q1 2023 | 2 |
RMR Wealth Builders | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Baldrige Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Weaver Consulting Group | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
VIKING FUND MANAGEMENT LLC | 2 | 2 | 0.11% | 0.20% | 0.29% | Q4 2020 | Q1 2021 | 2 |
Essex Savings Bank | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q2 2021 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Mill Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Seven Springs Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sawyer & Company, Inc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
LBP AM SA | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Enterprise Trust & Investment Co | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KG&L Capital Management,LLC | 2 | 2 | 0.11% | 0.17% | 0.24% | Q4 2020 | Q1 2021 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Fiera Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
MFN Partners Management, LP | 2 | 2 | 2.44% | 4.32% | 6.20% | Q4 2020 | Q1 2021 | 2 |
Glenview Trust Co | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Berry Street Capital Management LLP | 2 | 2 | 0.38% | 0.88% | 1.38% | Q4 2020 | Q1 2021 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2021 | 2 |
KANAWHA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Seed Wealth Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 2 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Hayek Kallen Investment Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2021 | Q1 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 3.00% | 3.00% | 3.00% | Q3 2023 | Q3 2023 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Foyston, Gordon, & Payne Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
LeJeune Puetz Investment Counsel LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Avondale Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LYNCH & ASSOCIATES/IN | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Atlas Private Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
BONTEMPO OHLY CAPITAL MGMT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Saturna Capital CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Point View Wealth Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Smead Capital Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EagleClaw Capital Managment, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Repertoire Partners LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
HOURGLASS CAPITAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MMA ASSET MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2020 | Q4 2020 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Orbimed Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CONNORS INVESTOR SERVICES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Horizons Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Senator Investment Group LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Disciplined Equity Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2020 | Q4 2020 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BAHL & GAYNOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCW GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BLACKHILL CAPITAL INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Court Place Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Werlinich Asset Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 6.53% | 6.53% | 6.53% | Q4 2020 | Q4 2020 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2020 | Q4 2020 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2022 | Q2 2022 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Berkshire Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Thomasville National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
IVC Wealth Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
UNITED FIRE GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Darrow Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GENERAL AMERICAN INVESTORS CO INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Veritas Asset Management LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Asymmetry Capital Management, L.P. | 1 | 1 | 9.66% | 9.66% | 9.66% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
White Pine Investment CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Live Oak Private Wealth LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2020 | Q4 2020 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
HYA Advisors, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MEMBERS CAPITAL ADVISORS INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
NORTHEAST INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
General Partner, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Troy Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Eastover Investment Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Knuff & Co LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
MAIRS & POWER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
FARMERS TRUST CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WADE G W & INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Tekla Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
JACOBS & CO/CA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Selway Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
H2O AM LLP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2021 | Q2 2021 | 1 |
Bank OZK | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
American National Registered Investment Advisor, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Aperio Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2023 | Q2 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SBB Research Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Velan Capital Investment Management LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2022 | Q1 2022 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Verdad Advisers, LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Stevard, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q4 2020 | Q4 2020 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2020 | Q4 2020 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Birch Grove Capital LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2021 | Q1 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Slocum, Gordon & Co LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SRB CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
BROOKS, MOORE & ASSOCIATES, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CenterBook Partners LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EDGAR LOMAX CO/VA | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Capital International Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fore Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCF National Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bromfield Sneider Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Ursa Fund Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Mercer Capital Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
FOUNDATION RESOURCE MANAGEMENT INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2021 | Q3 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INTERNATIONAL BIOTECHNOLOGY TRUST PLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2022 | Q3 2022 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
UNITED BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
BANK OF THE WEST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Callahan Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BONNESS ENTERPRISES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Veritas Investment Partners (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own VIATRIS INC or have owned VIATRIS INC in the past.