Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38 | 38 | 0.00% | 0.01% | 0.08% | Q2 2014 | Q3 2023 | 112 |
CITIGROUP INC | 39 | 39 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 95 |
BARCLAYS PLC | 39 | 39 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 95 |
Citadel Advisors | 32 | 6 | 0.00% | 0.00% | 0.07% | Q1 2014 | Q3 2023 | 95 |
Walleye Trading LLC | 39 | 39 | 0.00% | 0.02% | 0.23% | Q1 2014 | Q3 2023 | 92 |
GOLDMAN SACHS GROUP INC | 39 | 39 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 90 |
Twin Tree Management, LP | 39 | 39 | 0.00% | 0.05% | 0.28% | Q1 2014 | Q3 2023 | 85 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.07% | 1.05% | Q1 2014 | Q3 2023 | 84 |
D. E. Shaw & Co., Inc. | 24 | 6 | 0.00% | 0.03% | 0.26% | Q1 2014 | Q3 2023 | 82 |
Parallax Volatility Advisers, L.P. | 25 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 12 | 4 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2023 | 72 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.02% | 0.17% | Q4 2015 | Q3 2023 | 72 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.03% | 0.22% | Q1 2014 | Q3 2023 | 69 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 66 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 65 |
ROYAL BANK OF CANADA | 39 | 39 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 57 |
M&T BANK CORP | 39 | 39 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 57 |
PEAK6 Group LLC | 18 | 18 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q2 2018 | 50 |
PEAK6 Investments LLC | 15 | 1 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 49 |
HSBC HOLDINGS PLC | 37 | 37 | 0.00% | 0.01% | 0.17% | Q1 2014 | Q1 2023 | 49 |
Creative Planning | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 47 |
DEUTSCHE BANK AG\ | 39 | 39 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 46 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.07% | 0.41% | Q1 2014 | Q2 2023 | 45 |
WELLS FARGO & COMPANY/MN | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 45 |
INTEGRAL DERIVATIVES, LLC | 17 | 17 | 0.01% | 0.04% | 0.30% | Q1 2014 | Q1 2018 | 43 |
Sterneck Capital Management, LLC | 39 | 39 | 0.00% | 1.16% | 3.34% | Q1 2014 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.19% | 0.46% | Q1 2014 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 39 | 39 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 41 |
Westchester Capital Management, LLC | 12 | 1 | 0.00% | 0.33% | 1.48% | Q1 2014 | Q2 2023 | 41 |
Jefferies Group LLC | 8 | 2 | 0.00% | 0.07% | 1.43% | Q1 2014 | Q1 2020 | 41 |
CLEAR STREET MARKETS LLC | 10 | 2 | 0.00% | 0.09% | 0.78% | Q2 2014 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.02% | 0.25% | 0.70% | Q1 2014 | Q3 2023 | 40 |
P SCHOENFELD ASSET MANAGEMENT LP | 21 | 1 | 0.05% | 1.09% | 3.00% | Q1 2014 | Q3 2023 | 40 |
HighTower Advisors, LLC | 26 | 11 | 0.00% | 0.09% | 0.29% | Q2 2014 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 21 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 40 |
Advisors Capital Management, LLC | 39 | 39 | 0.05% | 0.94% | 1.94% | Q1 2014 | Q3 2023 | 39 |
Hilltop Holdings Inc. | 39 | 39 | 0.03% | 0.21% | 0.60% | Q1 2014 | Q3 2023 | 39 |
WHITTIER TRUST CO OF NEVADA INC | 39 | 39 | 0.00% | 0.06% | 0.18% | Q1 2014 | Q3 2023 | 39 |
KEYBANK NATIONAL ASSOCIATION/OH | 39 | 39 | 0.00% | 0.01% | 0.19% | Q1 2014 | Q3 2023 | 39 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 39 | 39 | 0.63% | 1.55% | 2.04% | Q1 2014 | Q3 2023 | 39 |
FDx Advisors, Inc. | 39 | 39 | 0.01% | 0.06% | 0.19% | Q1 2014 | Q3 2023 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q3 2023 | 39 |
TRUIST FINANCIAL CORP | 39 | 39 | 0.00% | 0.13% | 0.43% | Q1 2014 | Q3 2023 | 39 |
WHITTIER TRUST CO | 39 | 39 | 0.00% | 0.03% | 0.17% | Q1 2014 | Q3 2023 | 39 |
ClearBridge Investments | 39 | 39 | 0.00% | 0.04% | 0.24% | Q1 2014 | Q3 2023 | 39 |
COMMERCE BANK | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
BLAIR WILLIAM & CO/IL | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
MORGAN STANLEY | 39 | 39 | 0.01% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 39 |
DAVENPORT & Co LLC | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
Smithfield Trust Co | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Highlander Capital Management, LLC | 39 | 39 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 39 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 39 | 39 | 0.00% | 0.04% | 0.22% | Q1 2014 | Q3 2023 | 39 |
Focused Wealth Management, Inc | 39 | 39 | 0.00% | 0.02% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Blume Capital Management, Inc. | 39 | 39 | 0.00% | 0.66% | 5.41% | Q1 2014 | Q3 2023 | 39 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 39 | 39 | 0.02% | 0.07% | 0.13% | Q1 2014 | Q3 2023 | 39 |
PROFUND ADVISORS LLC | 39 | 39 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 39 |
First Horizon Advisors, Inc. | 39 | 39 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 39 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 39 | 39 | 0.10% | 0.22% | 0.33% | Q1 2014 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 39 | 39 | 0.01% | 0.08% | 0.17% | Q1 2014 | Q3 2023 | 39 |
AMERIPRISE FINANCIAL INC | 39 | 39 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
BlackRock Inc. | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
SCOTIA CAPITAL INC. | 39 | 39 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 39 |
PRICE T ROWE ASSOCIATES INC /MD/ | 39 | 39 | 0.02% | 0.06% | 0.14% | Q1 2014 | Q3 2023 | 39 |
MONARCH CAPITAL MANAGEMENT INC/ | 39 | 39 | 0.04% | 0.61% | 1.00% | Q1 2014 | Q3 2023 | 39 |
SG Americas Securities, LLC | 39 | 39 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q3 2023 | 39 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 39 | 39 | 0.09% | 0.28% | 0.55% | Q1 2014 | Q3 2023 | 39 |
Marble Harbor Investment Counsel, LLC | 39 | 39 | 0.18% | 1.15% | 2.65% | Q1 2014 | Q3 2023 | 39 |
PINNACLE ASSOCIATES LTD | 39 | 39 | 0.00% | 0.07% | 0.21% | Q1 2014 | Q3 2023 | 39 |
NORTHERN TRUST CORP | 39 | 39 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 39 |
FIRST MANHATTAN CO. LLC. | 39 | 39 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 39 |
CITY HOLDING CO | 39 | 39 | 0.00% | 0.03% | 0.14% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.08% | 0.20% | Q1 2014 | Q3 2023 | 39 |
Bank of New York Mellon Corp | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 39 | 39 | 0.01% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 39 |
GEODE CAPITAL MANAGEMENT, LLC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
LPL Financial LLC | 39 | 39 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
HUNTINGTON NATIONAL BANK | 39 | 39 | 0.00% | 0.06% | 0.20% | Q1 2014 | Q3 2023 | 39 |
PEOPLES FINANCIAL SERVICES CORP. | 39 | 39 | 0.18% | 0.32% | 0.49% | Q1 2014 | Q3 2023 | 39 |
CENTRAL TRUST Co | 39 | 39 | 0.00% | 0.05% | 0.54% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
DIMENSIONAL FUND ADVISORS LP | 39 | 39 | 0.01% | 0.07% | 0.16% | Q1 2014 | Q3 2023 | 39 |
ALTRINSIC GLOBAL ADVISORS LLC | 39 | 39 | 1.91% | 5.03% | 7.54% | Q1 2014 | Q3 2023 | 39 |
FMR LLC | 39 | 39 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 39 |
GLENMEDE TRUST CO NA | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
Laird Norton Wetherby Wealth Management, LLC | 39 | 39 | 0.01% | 0.07% | 0.23% | Q1 2014 | Q3 2023 | 39 |
D.A. DAVIDSON & CO. | 39 | 39 | 0.01% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 39 |
GABELLI FUNDS LLC | 39 | 39 | 0.06% | 0.15% | 0.23% | Q1 2014 | Q3 2023 | 39 |
MERIDIAN INVESTMENT COUNSEL INC. | 39 | 39 | 0.19% | 0.91% | 1.55% | Q1 2014 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 39 | 39 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q3 2023 | 39 |
STATE STREET CORP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
Allworth Financial LP | 39 | 39 | 0.00% | 0.06% | 0.24% | Q1 2014 | Q3 2023 | 39 |
Sandy Spring Bank | 39 | 39 | 0.00% | 0.07% | 0.34% | Q1 2014 | Q3 2023 | 39 |
Advisors Asset Management, Inc. | 38 | 38 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.12% | 0.55% | Q1 2014 | Q3 2023 | 38 |
LETKO, BROSSEAU & ASSOCIATES INC | 38 | 38 | 0.34% | 0.64% | 1.06% | Q2 2014 | Q3 2023 | 38 |
BOKF, NA | 29 | 9 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 38 |
JNBA Financial Advisors | 38 | 38 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 38 |
Edgewood Management | 38 | 38 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 38 |
FEDERATED HERMES, INC. | 38 | 38 | 0.00% | 0.36% | 0.91% | Q1 2014 | Q2 2023 | 38 |
Catalyst Capital Advisors LLC | 38 | 38 | 0.04% | 0.11% | 0.25% | Q1 2014 | Q2 2023 | 38 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 28 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
CIBC WORLD MARKET INC. | 26 | 12 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 38 |
Johnson Financial Group, Inc. | 38 | 38 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 37 | 1 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 38 |
DUNCKER STREETT & CO INC | 22 | 16 | 0.00% | 0.05% | 0.26% | Q1 2014 | Q3 2023 | 38 |
FRANKLIN RESOURCES INC | 38 | 38 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
FINANCIAL COUNSELORS INC | 28 | 10 | 0.01% | 0.14% | 0.42% | Q1 2014 | Q3 2023 | 38 |
NATIXIS ADVISORS, L.P. | 37 | 1 | 0.00% | 0.10% | 0.24% | Q1 2014 | Q3 2023 | 38 |
Gradient Investments LLC | 38 | 38 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 38 |
Cetera Advisor Networks LLC | 21 | 17 | 0.01% | 0.04% | 0.13% | Q1 2014 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 10 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 38 |
BANK OF MONTREAL /CAN/ | 36 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 29 | 9 | 0.03% | 0.10% | 0.22% | Q1 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.00% | 0.07% | 0.54% | Q2 2014 | Q3 2023 | 38 |
JARISLOWSKY, FRASER Ltd | 29 | 9 | 0.00% | 0.07% | 0.18% | Q1 2014 | Q3 2023 | 38 |
CIBC Asset Management Inc | 37 | 37 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2023 | 37 |
Estabrook Capital Management | 37 | 37 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 3 | 0.00% | 0.07% | 0.24% | Q1 2014 | Q3 2023 | 37 |
Kistler-Tiffany Companies, LLC | 37 | 37 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q2 2023 | 37 |
WealthTrust Axiom LLC | 37 | 37 | 0.07% | 0.86% | 2.11% | Q3 2014 | Q3 2023 | 37 |
HM PAYSON & CO | 19 | 18 | 0.00% | 0.13% | 0.72% | Q1 2014 | Q3 2023 | 37 |
Checchi Capital Advisers, LLC | 35 | 2 | 0.01% | 0.06% | 0.15% | Q1 2014 | Q2 2023 | 37 |
BROWN ADVISORY INC | 30 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 37 |
Cetera Advisors LLC | 18 | 4 | 0.01% | 0.04% | 0.12% | Q1 2014 | Q3 2023 | 37 |
GAMCO INVESTORS, INC. ET AL | 25 | 1 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 37 |
MANAGED ASSET PORTFOLIOS, LLC | 37 | 37 | 1.63% | 3.87% | 6.39% | Q2 2014 | Q2 2023 | 37 |
Spot Trading L.L.C | 13 | 13 | 0.00% | 0.04% | 0.16% | Q1 2014 | Q1 2017 | 37 |
TRUST CO OF VERMONT | 30 | 1 | 0.00% | 0.09% | 0.20% | Q1 2014 | Q3 2023 | 37 |
Diversified Trust Co | 37 | 37 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2023 | 37 |
WESBANCO BANK INC | 19 | 7 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 37 |
HOLDERNESS INVESTMENTS CO | 36 | 36 | 0.08% | 0.53% | 1.63% | Q4 2014 | Q3 2023 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 26 | 10 | 0.01% | 0.04% | 0.12% | Q1 2014 | Q3 2023 | 36 |
TWO SIGMA ADVISERS, LP | 17 | 1 | 0.00% | 0.06% | 0.57% | Q1 2014 | Q3 2023 | 36 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 26 | 10 | 0.00% | 0.17% | 1.32% | Q1 2014 | Q3 2023 | 36 |
CULLEN/FROST BANKERS, INC. | 19 | 17 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q3 2023 | 36 |
TCI Wealth Advisors, Inc. | 28 | 8 | 0.01% | 0.06% | 0.14% | Q1 2014 | Q1 2023 | 36 |
FULTON BANK, N.A. | 36 | 36 | 0.08% | 0.18% | 0.35% | Q1 2014 | Q4 2022 | 36 |
LOGAN CAPITAL MANAGEMENT INC | 25 | 11 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 36 |
Renaissance Technologies | 33 | 3 | 0.04% | 0.34% | 0.74% | Q1 2014 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 36 |
SIGNATUREFD, LLC | 24 | 11 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 35 |
EATON VANCE MANAGEMENT | 35 | 35 | 0.00% | 0.01% | 0.14% | Q1 2014 | Q3 2022 | 35 |
Invesco Ltd. | 30 | 5 | 0.00% | 0.08% | 0.22% | Q1 2014 | Q3 2023 | 35 |
TD Capital Management LLC | 31 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 35 |
FARMERS & MERCHANTS INVESTMENTS INC | 28 | 7 | 0.00% | 0.07% | 0.51% | Q1 2014 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
COMERICA BANK | 35 | 35 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q4 2022 | 35 |
MUFG Americas Holdings Corp | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2022 | 35 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 34 |
ASSETMARK, INC | 34 | 34 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 34 |
MILLER HOWARD INVESTMENTS INC /NY | 34 | 34 | 0.18% | 0.85% | 2.70% | Q1 2014 | Q2 2022 | 34 |
FIRST FINANCIAL CORP /IN/ | 34 | 34 | 0.00% | 0.10% | 0.32% | Q1 2014 | Q2 2022 | 34 |
SEI INVESTMENTS CO | 26 | 8 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 34 |
BANK OF HAWAII | 34 | 34 | 0.02% | 0.26% | 0.56% | Q1 2014 | Q2 2022 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 34 |
Texas Yale Capital Corp. | 24 | 1 | 0.01% | 0.07% | 0.23% | Q1 2014 | Q3 2023 | 34 |
Plante Moran Financial Advisors, LLC | 34 | 34 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2022 | 34 |
GFS Advisors, LLC | 31 | 3 | 0.03% | 0.34% | 1.24% | Q1 2014 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
Glassman Wealth Services | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 34 |
TORONTO DOMINION BANK | 30 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 34 |
SEGALL BRYANT & HAMILL, LLC | 33 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 34 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.05% | 0.30% | Q1 2014 | Q3 2023 | 34 |
WEDBUSH SECURITIES INC | 34 | 34 | 0.02% | 0.07% | 0.12% | Q1 2014 | Q2 2022 | 34 |
Winch Advisory Services, LLC | 33 | 33 | 0.00% | 0.03% | 0.47% | Q2 2015 | Q2 2023 | 33 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 33 | 33 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2022 | 33 |
TOMPKINS FINANCIAL CORP | 10 | 6 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2023 | 33 |
BESSEMER GROUP INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 33 |
RAYMOND JAMES TRUST N.A. | 33 | 33 | 0.01% | 0.12% | 0.24% | Q3 2015 | Q3 2023 | 33 |
Bartlett & Co. LLC | 23 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 32 |
CIBC Private Wealth Group, LLC | 25 | 7 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 32 |
Grove Bank & Trust | 32 | 32 | 0.01% | 0.30% | 0.61% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.22% | 0.78% | Q1 2016 | Q4 2023 | 32 |
Barrett Asset Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q4 2021 | 32 |
Carroll Financial Associates, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 32 |
Perigon Wealth Management, LLC | 13 | 1 | 0.01% | 0.06% | 0.60% | Q3 2011 | Q3 2023 | 32 |
BLUESTEIN R H & CO LLC | 24 | 8 | 0.01% | 0.07% | 0.75% | Q1 2014 | Q3 2022 | 32 |
BROWN BROTHERS HARRIMAN & CO | 26 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 32 |
Pacer Advisors, Inc. | 14 | 1 | 0.02% | 0.12% | 0.47% | Q4 2013 | Q3 2023 | 32 |
Hardman Johnston Global Advisors LLC | 29 | 3 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q1 2022 | 32 |
Tower Research Capital LLC (TRC) | 25 | 2 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 32 |
FIRST TRUST ADVISORS LP | 20 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Bridge Creek Capital Management LLC | 29 | 2 | 0.46% | 1.08% | 1.56% | Q4 2015 | Q3 2023 | 31 |
Sheaff Brock Investment Advisors, LLC | 28 | 3 | 0.02% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 31 |
WEBSTER BANK, N. A. | 25 | 6 | 0.03% | 0.13% | 0.27% | Q1 2014 | Q3 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
JANUS HENDERSON GROUP PLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 31 |
Financial Architects, Inc | 31 | 31 | 0.03% | 0.18% | 0.35% | Q1 2014 | Q3 2021 | 31 |
EXANE DERIVATIVES | 13 | 13 | 0.00% | 0.07% | 0.52% | Q4 2014 | Q4 2017 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 31 |
Cubist Systematic Strategies, LLC | 15 | 1 | 0.01% | 0.04% | 0.11% | Q4 2014 | Q2 2023 | 31 |
INTRUST BANK NA | 18 | 13 | 0.02% | 0.22% | 0.67% | Q1 2014 | Q3 2023 | 31 |
GROUP ONE TRADING, L.P. | 16 | 3 | 0.00% | 0.01% | 0.12% | Q1 2014 | Q3 2023 | 31 |
MONETARY MANAGEMENT GROUP INC | 22 | 9 | 0.01% | 0.10% | 0.23% | Q1 2014 | Q3 2023 | 31 |
Kemnay Advisory Services Inc. | 31 | 31 | 0.00% | 0.14% | 2.37% | Q1 2014 | Q3 2021 | 31 |
OLD SECOND NATIONAL BANK OF AURORA | 26 | 5 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 31 |
MOTCO | 21 | 1 | 0.00% | 0.13% | 0.54% | Q1 2014 | Q3 2023 | 31 |
FIRST MERCANTILE TRUST CO | 31 | 31 | 0.03% | 0.11% | 0.29% | Q1 2014 | Q3 2021 | 31 |
AlphaMark Advisors, LLC | 21 | 9 | 0.00% | 0.05% | 0.13% | Q2 2015 | Q4 2022 | 30 |
ADVISORS MANAGEMENT GROUP INC /ADV | 30 | 30 | 0.91% | 1.92% | 3.48% | Q2 2016 | Q3 2023 | 30 |
Mariner, LLC | 12 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 30 |
MEYER HANDELMAN CO | 21 | 9 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2023 | 30 |
ACADIAN ASSET MANAGEMENT LLC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 30 |
Westwood Global Investments, LLC | 30 | 30 | 0.21% | 1.38% | 2.78% | Q1 2016 | Q2 2023 | 30 |
ENTERPRISE FINANCIAL SERVICES CORP | 30 | 30 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q2 2021 | 30 |
MAI Capital Management | 24 | 2 | 0.00% | 0.05% | 0.27% | Q1 2014 | Q3 2023 | 29 |
WRAPMANAGER INC | 29 | 29 | 0.10% | 0.42% | 1.06% | Q4 2015 | Q4 2022 | 29 |
JONES FINANCIAL COMPANIES LLLP | 17 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 29 |
Hartford Financial Management Inc. | 28 | 1 | 0.00% | 0.26% | 1.10% | Q1 2014 | Q3 2021 | 29 |
Sigma Planning Corp | 13 | 8 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q3 2022 | 29 |
Atria Investments, Inc | 27 | 1 | 0.01% | 0.07% | 0.18% | Q1 2014 | Q3 2023 | 29 |
BANK OF NOVA SCOTIA | 13 | 8 | 0.00% | 0.04% | 0.32% | Q1 2014 | Q3 2023 | 29 |
HOWE & RUSLING INC | 24 | 1 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2022 | 29 |
BECKER CAPITAL MANAGEMENT INC | 28 | 1 | 0.01% | 0.88% | 1.74% | Q1 2014 | Q3 2023 | 29 |
MML INVESTORS SERVICES, LLC | 28 | 28 | 0.00% | 0.04% | 0.25% | Q4 2016 | Q3 2023 | 28 |
WESTPORT ASSET MANAGEMENT INC | 28 | 28 | 0.05% | 0.12% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
E&G Advisors, LP | 25 | 3 | 0.05% | 0.25% | 0.82% | Q1 2014 | Q3 2022 | 28 |
Winslow, Evans & Crocker, Inc. | 28 | 28 | 0.02% | 0.07% | 0.22% | Q1 2014 | Q4 2020 | 28 |
Aperio Group, LLC | 28 | 28 | 0.04% | 0.08% | 0.17% | Q1 2014 | Q4 2020 | 28 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 1 | 0.00% | 0.26% | 1.33% | Q1 2014 | Q4 2021 | 28 |
KLINGENSTEIN FIELDS & CO LP | 28 | 28 | 0.01% | 0.26% | 0.58% | Q2 2014 | Q1 2021 | 28 |
AE Wealth Management LLC | 28 | 28 | 0.01% | 0.07% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 27 | 1 | 0.02% | 0.10% | 0.22% | Q4 2015 | Q2 2023 | 28 |
GOFEN & GLOSSBERG LLC /IL/ | 28 | 28 | 0.01% | 0.09% | 0.54% | Q1 2014 | Q4 2020 | 28 |
Greytown Advisors Inc. | 28 | 28 | 0.08% | 0.42% | 0.66% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.10% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Clean Yield Group | 27 | 1 | 0.02% | 2.45% | 3.30% | Q1 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Voya Financial Advisors, Inc. | 25 | 3 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q4 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Edge Wealth Management LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2020 | 27 |
SHUFRO ROSE & CO LLC | 27 | 27 | 0.02% | 1.16% | 2.37% | Q1 2014 | Q3 2020 | 27 |
OPTIMUM INVESTMENT ADVISORS | 23 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 27 |
INGALLS & SNYDER LLC | 17 | 17 | 0.00% | 0.15% | 0.41% | Q2 2016 | Q2 2020 | 27 |
ASSOCIATED BANC-CORP | 23 | 4 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q4 2020 | 27 |
SYNOVUS FINANCIAL CORP | 26 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2021 | 27 |
VAN STRUM & TOWNE INC. | 27 | 27 | 0.31% | 0.79% | 1.16% | Q1 2014 | Q3 2020 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.03% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 27 |
First Command Bank | 27 | 27 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 27 |
First Bank & Trust | 27 | 27 | 0.04% | 1.08% | 2.31% | Q4 2016 | Q2 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q4 2021 | 27 |
WADE G W & INC | 27 | 27 | 0.01% | 0.71% | 1.60% | Q1 2017 | Q3 2023 | 27 |
JFS WEALTH ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 27 |
Thomasville National Bank | 18 | 9 | 0.02% | 0.14% | 0.21% | Q2 2014 | Q2 2021 | 27 |
Hudock, Inc. | 27 | 27 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2020 | 27 |
First Allied Advisory Services, Inc. | 27 | 27 | 0.06% | 0.11% | 0.14% | Q1 2014 | Q3 2020 | 27 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24 | 1 | 0.00% | 0.06% | 0.28% | Q1 2014 | Q2 2022 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.40% | 0.80% | 1.16% | Q1 2017 | Q3 2023 | 27 |
Hanson & Doremus Investment Management | 14 | 13 | 0.08% | 0.62% | 1.19% | Q3 2015 | Q2 2022 | 27 |
American Trust Investment Advisors, LLC | 9 | 1 | 0.06% | 0.16% | 0.23% | Q2 2015 | Q3 2023 | 27 |
Dorsey & Whitney Trust CO LLC | 13 | 3 | 0.01% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 27 |
Sequoia Financial Advisors, LLC | 24 | 2 | 0.00% | 0.17% | 0.50% | Q2 2014 | Q3 2023 | 26 |
REGIONS FINANCIAL CORP | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2020 | 26 |
Argent Trust Co | 19 | 7 | 0.02% | 0.10% | 0.25% | Q4 2015 | Q4 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.09% | 0.18% | Q3 2016 | Q3 2023 | 26 |
Gemmer Asset Management LLC | 24 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 26 |
Riggs Asset Managment Co. Inc. | 24 | 2 | 0.00% | 0.53% | 1.92% | Q3 2014 | Q1 2021 | 26 |
Armor Investment Advisors, LLC | 26 | 26 | 0.34% | 0.47% | 0.64% | Q1 2017 | Q2 2023 | 26 |
TD ASSET MANAGEMENT INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2020 | 26 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 22 | 4 | 0.02% | 0.21% | 0.55% | Q1 2014 | Q3 2020 | 26 |
Asset Dedication, LLC | 24 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 26 |
THORNBURG INVESTMENT MANAGEMENT INC | 18 | 2 | 0.01% | 0.40% | 2.19% | Q2 2014 | Q3 2023 | 26 |
BALDWIN BROTHERS LLC/MA | 21 | 5 | 0.00% | 0.10% | 0.46% | Q1 2014 | Q4 2023 | 26 |
QCI ASSET MANAGEMENT INC/NY | 25 | 25 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2020 | 25 |
FIDUCIARY TRUST INTERNATIONAL LLC | 25 | 25 | 0.08% | 0.29% | 0.70% | Q1 2014 | Q1 2020 | 25 |
ETRADE Capital Management LLC | 24 | 1 | 0.01% | 0.10% | 0.25% | Q1 2014 | Q3 2020 | 25 |
Kingsview Wealth Management, LLC | 16 | 1 | 0.00% | 0.05% | 0.19% | Q1 2017 | Q3 2023 | 25 |
PARK AVENUE SECURITIES LLC | 23 | 1 | 0.00% | 0.04% | 0.13% | Q3 2016 | Q3 2023 | 25 |
GENERAL AMERICAN INVESTORS CO INC | 25 | 25 | 0.53% | 1.28% | 2.26% | Q3 2014 | Q3 2020 | 25 |
HighPoint Advisor Group LLC | 24 | 1 | 0.02% | 0.23% | 0.86% | Q4 2015 | Q2 2022 | 25 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.06% | 0.47% | Q1 2014 | Q1 2020 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 25 |
BLB&B Advisors, LLC | 25 | 25 | 0.02% | 0.29% | 0.60% | Q1 2014 | Q1 2020 | 25 |
World Asset Management Inc | 25 | 25 | 0.02% | 0.12% | 0.20% | Q1 2014 | Q1 2020 | 25 |
CHELSEA COUNSEL CO | 24 | 24 | 0.08% | 0.60% | 2.35% | Q4 2014 | Q3 2020 | 24 |
Mraz, Amerine & Associates, Inc. | 24 | 24 | 0.06% | 0.24% | 0.48% | Q1 2014 | Q4 2019 | 24 |
Whitnell & Co. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2019 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 24 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
MEEDER ASSET MANAGEMENT INC | 13 | 11 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2022 | 24 |
Columbia Asset Management | 24 | 24 | 0.08% | 0.21% | 0.32% | Q1 2014 | Q4 2019 | 24 |
Rench Wealth Management, Inc. | 24 | 24 | 0.93% | 1.82% | 2.60% | Q1 2014 | Q4 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
FLAGSHIP HARBOR ADVISORS, LLC | 24 | 24 | 0.03% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 24 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 24 | 24 | 0.10% | 0.40% | 1.22% | Q1 2014 | Q4 2019 | 24 |
Kavar Capital Partners, LLC | 17 | 3 | 0.00% | 0.46% | 0.82% | Q1 2014 | Q3 2020 | 24 |
Investors Research Corp | 24 | 24 | 0.07% | 0.25% | 0.66% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.02% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 24 |
ACR Alpine Capital Research, LLC | 24 | 24 | 5.67% | 7.60% | 9.76% | Q4 2017 | Q3 2023 | 24 |
Azimuth Capital Management LLC | 24 | 24 | 0.02% | 0.09% | 0.36% | Q1 2014 | Q4 2019 | 24 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15 | 3 | 0.00% | 0.10% | 0.64% | Q1 2017 | Q3 2023 | 24 |
Smith, Salley & Associates | 19 | 4 | 0.02% | 0.89% | 2.16% | Q1 2014 | Q1 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.04% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Fisher Asset Management, LLC | 12 | 1 | 0.00% | 0.26% | 1.08% | Q1 2014 | Q1 2021 | 23 |
SUNTRUST BANKS INC | 23 | 23 | 0.04% | 0.09% | 0.16% | Q1 2014 | Q3 2019 | 23 |
Ameritas Investment Partners, Inc. | 23 | 23 | 0.00% | 0.04% | 0.13% | Q1 2014 | Q3 2019 | 23 |
Janney Capital Management LLC | 23 | 23 | 0.01% | 1.07% | 1.73% | Q1 2014 | Q3 2019 | 23 |
CAHILL FINANCIAL ADVISORS INC | 23 | 23 | 0.03% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Country Club Trust Company, n.a. | 23 | 23 | 0.26% | 0.70% | 1.31% | Q2 2016 | Q4 2021 | 23 |
ADVISOR PARTNERS LLC | 12 | 1 | 0.02% | 0.10% | 0.32% | Q1 2014 | Q2 2022 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.07% | 0.18% | 0.37% | Q1 2014 | Q3 2019 | 23 |
abrdn plc | 16 | 7 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.02% | 0.38% | 0.86% | Q3 2014 | Q1 2020 | 23 |
TWO SIGMA INVESTMENTS, LP | 16 | 1 | 0.01% | 0.17% | 0.57% | Q1 2014 | Q3 2023 | 23 |
People's United Financial, Inc. | 23 | 23 | 0.01% | 0.11% | 0.27% | Q1 2014 | Q3 2019 | 23 |
LS Investment Advisors, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 23 |
EVERETT HARRIS & CO /CA/ | 23 | 23 | 0.01% | 0.15% | 1.40% | Q1 2014 | Q3 2019 | 23 |
Keystone Financial Group | 21 | 2 | 0.02% | 0.09% | 0.32% | Q4 2017 | Q3 2023 | 23 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cerity Partners LLC | 13 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 22 |
Huber Capital Management LLC | 18 | 4 | 0.00% | 0.20% | 0.47% | Q1 2014 | Q3 2022 | 22 |
LEE DANNER & BASS INC | 22 | 22 | 0.03% | 0.16% | 0.70% | Q1 2014 | Q2 2019 | 22 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.14% | Q4 2014 | Q3 2023 | 22 |
Trust Co | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 22 |
ZEKE CAPITAL ADVISORS, LLC | 17 | 5 | 0.03% | 0.51% | 1.87% | Q4 2014 | Q4 2022 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q1 2021 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.01% | 0.05% | 0.16% | Q2 2016 | Q3 2021 | 22 |
SIMON QUICK ADVISORS, LLC | 22 | 22 | 0.00% | 0.08% | 0.45% | Q4 2016 | Q1 2022 | 22 |
Patriot Financial Group Insurance Agency, LLC | 16 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 22 |
Independent Advisor Alliance | 21 | 1 | 0.00% | 0.04% | 0.15% | Q1 2017 | Q4 2022 | 22 |
COMPTON CAPITAL MANAGEMENT INC /RI | 22 | 22 | 0.08% | 0.28% | 0.68% | Q1 2014 | Q2 2019 | 22 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 22 | 22 | 0.02% | 0.64% | 1.47% | Q1 2014 | Q2 2019 | 22 |
JENNISON ASSOCIATES LLC | 19 | 3 | 0.01% | 0.09% | 0.18% | Q1 2014 | Q2 2020 | 22 |
ARROW FINANCIAL CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.08% | 0.26% | Q2 2018 | Q3 2023 | 22 |
CARRET ASSET MANAGEMENT, LLC | 22 | 22 | 0.07% | 0.29% | 0.75% | Q1 2014 | Q2 2019 | 22 |
SECURITY NATIONAL TRUST CO | 22 | 22 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q2 2019 | 22 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONDOR CAPITAL MANAGEMENT | 15 | 6 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q3 2021 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 21 |
Verdence Capital Advisors LLC | 21 | 21 | 0.02% | 0.19% | 0.50% | Q4 2017 | Q4 2022 | 21 |
Prospera Financial Services Inc | 15 | 1 | 0.00% | 0.06% | 0.20% | Q1 2014 | Q2 2023 | 21 |
AMERICAN CENTURY COMPANIES INC | 16 | 5 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 21 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 21 | 21 | 0.19% | 0.92% | 1.37% | Q1 2014 | Q1 2019 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
IHT Wealth Management, LLC | 19 | 1 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Kessler Investment Group, LLC | 17 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 21 |
Norway Savings Bank | 21 | 21 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q4 2021 | 21 |
DORCHESTER WEALTH MANAGEMENT Co | 19 | 2 | 0.05% | 0.11% | 0.19% | Q2 2015 | Q3 2023 | 21 |
PRIVATE MANAGEMENT GROUP INC | 21 | 21 | 0.28% | 0.82% | 1.42% | Q2 2014 | Q2 2019 | 21 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 21 | 21 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q1 2019 | 21 |
Quinn Opportunity Partners LLC | 21 | 21 | 0.12% | 0.19% | 0.31% | Q3 2018 | Q3 2023 | 21 |
Rehmann Capital Advisory Group | 11 | 10 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q3 2019 | 21 |
Cullen Capital Management, LLC | 21 | 21 | 0.05% | 0.69% | 1.83% | Q1 2014 | Q1 2019 | 21 |
SVB WEALTH LLC | 15 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 20 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q2 2020 | 21 |
Wellington Shields Capital Management, LLC | 21 | 21 | 0.08% | 0.17% | 0.42% | Q1 2014 | Q1 2019 | 21 |
Parsec Financial Management, Inc. | 21 | 21 | 0.01% | 0.54% | 1.22% | Q1 2014 | Q1 2019 | 21 |
Epoch Investment Partners, Inc. | 21 | 21 | 0.00% | 0.06% | 0.22% | Q1 2014 | Q1 2019 | 21 |
LAZARD ASSET MANAGEMENT LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 21 |
HOWLAND CAPITAL MANAGEMENT LLC | 21 | 21 | 0.06% | 0.76% | 1.32% | Q2 2014 | Q2 2019 | 21 |
GoldenTree Asset Management | 9 | 5 | 0.01% | 2.91% | 10.05% | Q1 2020 | Q3 2023 | 21 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 21 | 21 | 0.16% | 0.25% | 0.40% | Q2 2015 | Q2 2020 | 21 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 21 | 21 | 0.32% | 1.09% | 1.82% | Q1 2014 | Q1 2019 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.06% | 0.12% | Q3 2017 | Q3 2022 | 21 |
CAPITAL GUARDIAN TRUST CO | 13 | 7 | 0.00% | 0.17% | 0.43% | Q1 2014 | Q2 2019 | 20 |
SHELTON CAPITAL MANAGEMENT | 20 | 20 | 0.05% | 0.07% | 0.09% | Q1 2014 | Q4 2018 | 20 |
ROTHSCHILD INVESTMENT LLC /IL | 20 | 20 | 0.05% | 0.12% | 0.19% | Q1 2014 | Q4 2018 | 20 |
WELCH & FORBES LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2022 | 20 |
LINCLUDEN MANAGEMENT LTD | 20 | 20 | 0.30% | 0.41% | 0.53% | Q4 2018 | Q3 2023 | 20 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 20 | 20 | 0.01% | 0.04% | 0.11% | Q1 2014 | Q4 2018 | 20 |
TDAM USA INC. | 20 | 20 | 0.02% | 0.49% | 0.71% | Q2 2014 | Q1 2019 | 20 |
DEARBORN PARTNERS LLC | 18 | 2 | 0.01% | 0.02% | 0.16% | Q1 2014 | Q4 2022 | 20 |
COUNTRY TRUST BANK | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2020 | 20 |
BOK Financial Private Wealth, Inc. | 15 | 5 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2023 | 20 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 5 | 0.14% | 0.85% | 1.56% | Q1 2014 | Q1 2019 | 20 |
Cohen Klingenstein LLC | 19 | 1 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q1 2019 | 20 |
Parkside Financial Bank & Trust | 14 | 2 | 0.00% | 0.07% | 0.16% | Q2 2014 | Q3 2023 | 20 |
Bluefin Trading, LLC | 4 | 1 | 0.00% | 0.04% | 0.22% | Q1 2014 | Q2 2020 | 20 |
Mirae Asset Global Investments Co., Ltd. | 19 | 1 | 0.01% | 0.07% | 0.14% | Q1 2014 | Q2 2019 | 20 |
Caprock Group, LLC | 10 | 2 | 0.02% | 0.13% | 0.35% | Q1 2016 | Q3 2023 | 20 |
JUNCTURE WEALTH STRATEGIES, LLC | 16 | 1 | 0.03% | 0.34% | 0.61% | Q1 2015 | Q1 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.23% | 0.64% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.17% | 1.84% | Q4 2014 | Q3 2019 | 20 |
Old Port Advisors | 18 | 1 | 0.54% | 0.92% | 1.25% | Q2 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.09% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2022 | 20 |
SOUND SHORE MANAGEMENT INC /CT/ | 20 | 20 | 1.87% | 2.47% | 2.96% | Q1 2014 | Q4 2018 | 20 |
ORRSTOWN FINANCIAL SERVICES INC | 13 | 7 | 0.00% | 0.05% | 0.61% | Q1 2014 | Q1 2019 | 20 |
MONTAG A & ASSOCIATES INC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 20 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2020 | 20 |
HARTWELL J M LIMITED PARTNERSHIP | 20 | 20 | 0.05% | 0.09% | 0.12% | Q1 2014 | Q4 2018 | 20 |
Oakworth Capital, Inc. | 14 | 2 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2019 | 19 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.08% | 0.45% | Q4 2015 | Q3 2023 | 19 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.02% | 0.18% | Q3 2014 | Q4 2021 | 19 |
ProShare Advisors LLC | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q3 2018 | 19 |
Analyst IMS Investment Management Services Ltd. | 16 | 3 | 0.04% | 0.13% | 0.29% | Q4 2014 | Q3 2019 | 19 |
PALISADE CAPITAL MANAGEMENT, LP | 19 | 19 | 0.04% | 0.17% | 0.31% | Q1 2014 | Q3 2018 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.03% | 0.14% | Q1 2014 | Q2 2019 | 19 |
GRANDFIELD & DODD, LLC | 19 | 19 | 0.04% | 1.76% | 2.77% | Q1 2014 | Q3 2018 | 19 |
SMITH, MOORE & CO. | 13 | 1 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 19 |
MURPHY CAPITAL MANAGEMENT INC | 19 | 19 | 0.03% | 0.08% | 0.15% | Q1 2014 | Q3 2018 | 19 |
Bollard Group LLC | 19 | 19 | 0.00% | 0.04% | 0.23% | Q1 2014 | Q3 2018 | 19 |
M Holdings Securities, Inc. | 15 | 1 | 0.04% | 0.15% | 0.36% | Q3 2014 | Q2 2020 | 19 |
APPLETON PARTNERS INC/MA | 19 | 19 | 0.10% | 0.28% | 0.42% | Q1 2014 | Q3 2018 | 19 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q1 2023 | 19 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.51% | 3.81% | Q2 2016 | Q4 2022 | 19 |
NTV ASSET MANAGEMENT LLC | 19 | 19 | 0.13% | 0.25% | 0.36% | Q3 2014 | Q1 2019 | 19 |
Russell Investments Group, Ltd. | 18 | 1 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q3 2023 | 19 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 19 | 19 | 1.29% | 2.29% | 2.87% | Q1 2014 | Q3 2018 | 19 |
Cornerstone Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2019 | 19 |
PARK CIRCLE Co | 13 | 6 | 0.01% | 0.57% | 1.19% | Q3 2014 | Q2 2019 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.00% | 0.04% | 0.26% | Q1 2019 | Q3 2023 | 19 |
CORDA Investment Management, LLC. | 19 | 19 | 2.12% | 2.55% | 3.02% | Q2 2014 | Q4 2018 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.09% | 0.23% | 0.41% | Q2 2018 | Q4 2022 | 19 |
AMERICAN INTERNATIONAL GROUP, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 19 |
Stevens First Principles Investment Advisors | 19 | 19 | 0.00% | 1.61% | 3.61% | Q2 2014 | Q4 2018 | 19 |
MARKSTON INTERNATIONAL LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 19 |
Cowen Prime Services LLC | 19 | 19 | 0.01% | 0.08% | 0.37% | Q1 2014 | Q3 2018 | 19 |
Carnegie Capital Asset Management, LLC | 19 | 19 | 0.03% | 0.16% | 0.33% | Q3 2014 | Q1 2019 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q3 2022 | 19 |
MACQUARIE GROUP LTD | 19 | 19 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q3 2018 | 19 |
GUARDIAN CAPITAL LP | 19 | 19 | 0.05% | 0.17% | 0.30% | Q1 2014 | Q3 2018 | 19 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 19 |
Wealthspire Advisors, L.P. | 19 | 19 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q2 2020 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2018 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2023 | 19 |
CAPITAL ADVISORS INC/OK | 19 | 19 | 0.39% | 1.02% | 1.60% | Q2 2014 | Q4 2018 | 19 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.04% | 0.19% | Q2 2014 | Q3 2023 | 19 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 19 | 19 | 0.01% | 0.16% | 0.24% | Q1 2014 | Q3 2018 | 19 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 18 | 1 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Rathbones Group PLC | 18 | 1 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 19 |
Horizon Kinetics | 18 | 18 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2018 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2018 | 18 |
BDO Wealth Advisors, LLC | 10 | 8 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q2 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.02% | 0.05% | 0.16% | Q1 2019 | Q2 2023 | 18 |
ATLAS CAPITAL ADVISORS LLC | 14 | 1 | 0.00% | 0.08% | 0.22% | Q2 2018 | Q1 2023 | 18 |
Crewe Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q1 2019 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2019 | 18 |
Jump Trading, LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q1 2019 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Penserra Capital Management LLC | 18 | 18 | 0.02% | 0.22% | 0.36% | Q1 2019 | Q2 2023 | 18 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 18 | 18 | 0.09% | 0.59% | 1.23% | Q1 2014 | Q2 2018 | 18 |
TELEMUS CAPITAL, LLC | 13 | 5 | 0.05% | 0.13% | 0.18% | Q1 2016 | Q4 2020 | 18 |
BAHL & GAYNOR INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2018 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 9 | 9 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q4 2018 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CAMBIAR INVESTORS LLC | 11 | 7 | 0.01% | 1.11% | 3.39% | Q1 2014 | Q3 2018 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
ANCHOR CAPITAL ADVISORS LLC | 18 | 18 | 0.06% | 0.33% | 0.42% | Q1 2014 | Q2 2018 | 18 |
Perkins Coie Trust Co | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 18 |
Rafferty Asset Management, LLC | 17 | 1 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q3 2018 | 18 |
SALEM CAPITAL MANAGEMENT INC | 18 | 18 | 1.28% | 1.90% | 2.44% | Q1 2014 | Q2 2018 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.07% | 0.14% | 0.24% | Q4 2016 | Q1 2021 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 18 |
Lowe Wealth Advisors, LLC | 15 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 18 |
Mercer Capital Advisers, Inc. | 18 | 18 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q1 2019 | 18 |
Ashfield Capital Partners, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2018 | 18 |
Private Wealth Partners, LLC | 18 | 18 | 0.57% | 1.64% | 2.75% | Q1 2014 | Q2 2018 | 18 |
HYMAN CHARLES D | 18 | 18 | 0.04% | 0.10% | 0.25% | Q1 2014 | Q2 2018 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 18 |
Community Bank, N.A. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 18 |
MENLO ADVISORS LLC | 18 | 18 | 2.59% | 3.22% | 4.58% | Q3 2013 | Q4 2017 | 18 |
CAPITAL ONE, NATIONAL ASSOCIATION | 18 | 18 | 0.02% | 0.07% | 0.13% | Q1 2014 | Q2 2018 | 18 |
BREMER TRUST NATIONAL ASSOCIATION | 12 | 6 | 0.04% | 0.43% | 1.39% | Q1 2014 | Q4 2018 | 18 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
PIN OAK INVESTMENT ADVISORS INC | 17 | 17 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q4 2021 | 17 |
Belpointe Asset Management LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q1 2023 | 17 |
RELIANCE TRUST CO OF DELAWARE | 17 | 17 | 0.04% | 0.14% | 0.27% | Q1 2014 | Q1 2018 | 17 |
INDEPENDENT INVESTORS INC | 17 | 17 | 0.10% | 0.20% | 0.36% | Q1 2016 | Q1 2020 | 17 |
1832 Asset Management L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 17 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.03% | 0.09% | 0.19% | Q2 2015 | Q2 2023 | 17 |
Oxbow Advisors, LLC | 17 | 17 | 0.03% | 0.08% | 0.24% | Q2 2015 | Q2 2019 | 17 |
PUTNAM INVESTMENTS LLC | 17 | 17 | 0.19% | 0.26% | 0.37% | Q1 2014 | Q1 2018 | 17 |
Haverford Trust Co | 9 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 17 |
COZAD ASSET MANAGEMENT INC | 14 | 1 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.14% | 0.76% | Q2 2014 | Q1 2023 | 17 |
Nuveen Asset Management, LLC | 14 | 3 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2022 | 17 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q1 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.08% | 0.52% | Q3 2016 | Q3 2023 | 17 |
MARATHON CAPITAL MANAGEMENT | 11 | 6 | 0.37% | 0.69% | 1.06% | Q2 2014 | Q3 2019 | 17 |
Capital International Investors | 7 | 2 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 17 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 13 | 1 | 0.00% | 0.06% | 0.13% | Q1 2014 | Q1 2019 | 17 |
ALLIANCEBERNSTEIN L.P. | 17 | 17 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q1 2018 | 17 |
NuWave Investment Management, LLC | 8 | 1 | 0.00% | 0.25% | 1.18% | Q2 2014 | Q3 2022 | 17 |
BECK MACK & OLIVER LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 17 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.01% | 2.26% | 6.68% | Q4 2014 | Q1 2023 | 17 |
Virtu Financial LLC | 7 | 1 | 0.01% | 0.06% | 0.20% | Q4 2017 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.20% | 0.92% | Q4 2018 | Q3 2023 | 17 |
Manchester Capital Management LLC | 6 | 1 | 0.00% | 0.04% | 0.34% | Q1 2014 | Q3 2023 | 17 |
Lenox Wealth Advisors, LLC | 9 | 3 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2021 | 17 |
PRENTISS SMITH & CO INC | 17 | 17 | 0.00% | 2.72% | 5.98% | Q4 2014 | Q4 2018 | 17 |
Destination Wealth Management | 17 | 17 | 0.00% | 0.20% | 0.38% | Q2 2015 | Q2 2019 | 17 |
First Personal Financial Services | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
LOOMIS SAYLES & CO L P | 16 | 16 | 0.00% | 0.11% | 0.19% | Q1 2014 | Q4 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Private Portfolio Partners LLC | 16 | 16 | 0.03% | 0.09% | 0.15% | Q4 2018 | Q3 2022 | 16 |
Tradewinds Capital Management, LLC | 12 | 1 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q1 2022 | 16 |
PLIMOTH TRUST CO LLC | 16 | 16 | 0.05% | 0.20% | 0.54% | Q4 2017 | Q3 2021 | 16 |
Quantitative Systematic Strategies LLC | 12 | 1 | 0.10% | 0.21% | 0.35% | Q4 2015 | Q2 2021 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TEACHERS ADVISORS, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2017 | 16 |
Laurel Grove Capital, LLC | 16 | 16 | 0.36% | 0.91% | 1.48% | Q1 2014 | Q4 2017 | 16 |
Laurion Capital Management LP | 7 | 2 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q4 2018 | 16 |
Avestar Capital, LLC | 7 | 3 | 0.00% | 0.06% | 0.19% | Q4 2017 | Q3 2023 | 16 |
CHILTON CAPITAL MANAGEMENT LLC | 16 | 16 | 0.03% | 0.06% | 0.10% | Q1 2014 | Q4 2017 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
CHEMICAL BANK | 16 | 16 | 0.04% | 0.07% | 0.14% | Q2 2014 | Q1 2018 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.00% | 0.07% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Coastline Trust Co | 16 | 16 | 0.04% | 0.14% | 0.50% | Q1 2014 | Q4 2017 | 16 |
Pekin Hardy Strauss, Inc. | 9 | 1 | 0.02% | 0.07% | 0.18% | Q3 2014 | Q3 2023 | 16 |
Larson Financial Group LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2022 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 5 | 0.01% | 0.19% | 1.05% | Q1 2014 | Q3 2023 | 16 |
Keudell/Morrison Wealth Management | 16 | 16 | 0.10% | 0.41% | 0.84% | Q1 2019 | Q4 2022 | 16 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 12 | 4 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q2 2018 | 16 |
ROCKEFELLER FINANCIAL SERVICES INC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2017 | 16 |
Sawyer & Company, Inc | 16 | 16 | 0.00% | 0.11% | 0.32% | Q4 2017 | Q3 2021 | 16 |
Lantz Financial LLC | 16 | 16 | 0.11% | 0.17% | 0.29% | Q1 2019 | Q4 2022 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.03% | 0.25% | Q1 2014 | Q4 2017 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
ArchPoint Investors | 15 | 15 | 0.21% | 0.27% | 0.37% | Q3 2014 | Q1 2018 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 15 |
Barrington Strategic Wealth Management Group LLC | 15 | 15 | 0.43% | 0.82% | 1.04% | Q1 2014 | Q3 2017 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
Quantitative Investment Management, LLC | 7 | 1 | 0.01% | 0.13% | 0.52% | Q1 2014 | Q1 2021 | 15 |
Endurance Wealth Management, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 15 |
RAY GERALD L & ASSOCIATES LTD | 15 | 15 | 0.09% | 0.11% | 0.15% | Q1 2014 | Q3 2017 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q3 2017 | 15 |
Cypress Capital Management LLC (WY) | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2019 | 15 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 8 | 1 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2022 | 15 |
Susquehanna International Securities, Ltd. | 8 | 1 | 0.10% | 1.10% | 5.48% | Q1 2019 | Q1 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 14 | 1 | 0.04% | 0.09% | 0.18% | Q1 2014 | Q4 2017 | 15 |
GAMBLE JONES INVESTMENT COUNSEL | 15 | 15 | 0.03% | 0.10% | 0.28% | Q1 2014 | Q3 2017 | 15 |
HOEY INVESTMENTS, INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
IFG Advisory, LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 15 |
NATIONAL PLANNING CORP | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q3 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Telos Capital Management, Inc. | 11 | 4 | 0.07% | 0.15% | 0.27% | Q1 2014 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q4 2019 | 15 |
FinTrust Capital Advisors, LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Nationwide Fund Advisors | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2017 | 15 |
Alexandria Capital, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 15 |
Icon Wealth Partners, LLC | 8 | 1 | 0.02% | 0.08% | 0.25% | Q4 2017 | Q2 2022 | 15 |
Douglass Winthrop Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2017 | 15 |
Hamlin Capital Management, LLC | 15 | 15 | 2.28% | 3.28% | 4.04% | Q3 2014 | Q1 2018 | 15 |
Sowell Financial Services LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 15 |
Burt Wealth Advisors | 15 | 15 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q2 2018 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2018 | 15 |
RBA Wealth Management, LLC | 15 | 15 | 0.22% | 1.03% | 3.88% | Q3 2019 | Q1 2023 | 15 |
FRG Family Wealth Advisors LLC | 11 | 4 | 0.04% | 0.19% | 0.30% | Q4 2015 | Q3 2022 | 15 |
First Eagle Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q4 2017 | 15 |
CIBC BANK USA | 8 | 2 | 0.03% | 0.07% | 0.20% | Q1 2014 | Q4 2018 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2017 | 15 |
Patten Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2018 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 15 |
Ethic Inc. | 14 | 1 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 15 |
BANCORPSOUTH INC | 15 | 15 | 0.03% | 0.06% | 0.12% | Q1 2014 | Q3 2017 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q1 2022 | 15 |
Willis Investment Counsel | 15 | 15 | 0.69% | 0.88% | 1.02% | Q4 2014 | Q2 2018 | 15 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2020 | 14 |
St. Johns Investment Management Company, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 14 |
Raab & Moskowitz Asset Management LLC | 10 | 1 | 0.00% | 0.29% | 0.81% | Q1 2014 | Q4 2019 | 14 |
ROPES WEALTH ADVISORS LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2020 | 14 |
Zions Bancorporation | 11 | 3 | 0.00% | 0.15% | 1.05% | Q1 2015 | Q3 2018 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2014 | Q3 2017 | 14 |
Tortoise Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 4 | 0.00% | 0.05% | 0.11% | Q1 2014 | Q3 2017 | 14 |
PT ASSET MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.42% | 1.41% | Q4 2015 | Q1 2017 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 7 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q3 2018 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q1 2021 | 14 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 14 |
Balentine LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2022 | 14 |
STEPH & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.09% | 0.23% | 0.36% | Q1 2014 | Q2 2017 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.00% | 0.26% | 0.69% | Q2 2016 | Q3 2019 | 14 |
Berkeley Capital Partners, LLC | 14 | 14 | 0.21% | 0.74% | 1.04% | Q4 2015 | Q1 2019 | 14 |
CAPSTONE ASSET MANAGEMENT CO | 14 | 14 | 0.15% | 0.24% | 0.35% | Q1 2014 | Q2 2017 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 10 | 4 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q2 2019 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.01% | 0.24% | 1.34% | Q1 2015 | Q1 2019 | 14 |
Cable Hill Partners, LLC | 7 | 1 | 0.01% | 0.06% | 0.16% | Q4 2014 | Q1 2019 | 14 |
DigitalBridge Group, Inc. | 12 | 12 | 0.30% | 1.44% | 2.98% | Q4 2019 | Q3 2022 | 14 |
INVESTMENT PARTNERS, LTD. | 14 | 14 | 0.19% | 0.26% | 0.36% | Q4 2014 | Q1 2018 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 8 | 1 | 0.02% | 0.08% | 0.16% | Q1 2014 | Q4 2020 | 14 |
Cutter & CO Brokerage, Inc. | 14 | 14 | 0.18% | 0.56% | 0.91% | Q4 2016 | Q1 2020 | 14 |
Paragon Capital Management Ltd | 13 | 1 | 0.02% | 0.06% | 0.18% | Q3 2018 | Q3 2023 | 14 |
Princeton Portfolio Strategies Group LLC | 14 | 14 | 0.08% | 0.24% | 0.39% | Q2 2015 | Q3 2018 | 14 |
Apriem Advisors | 13 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q2 2018 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.24% | 0.79% | 1.75% | Q1 2017 | Q2 2020 | 14 |
MONROE BANK & TRUST/MI | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2018 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q4 2020 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q1 2021 | 14 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.04% | 0.17% | Q1 2018 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q1 2021 | 14 |
Independence Bank of Kentucky | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 3 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q2 2020 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2022 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q2 2017 | 14 |
Ariel Investments | 14 | 14 | 0.04% | 0.11% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 14 |
Ironsides Asset Advisors, LLC | 11 | 3 | 0.06% | 0.13% | 0.39% | Q2 2017 | Q3 2021 | 14 |
Compagnie Lombard Odier SCmA | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 14 |
Virtu KCG Holdings LLC | 13 | 13 | 0.01% | 0.21% | 0.67% | Q1 2014 | Q1 2017 | 13 |
TIAA CREF TRUST CO FSB/MO | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2017 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q1 2018 | 13 |
REAVES W H & CO INC | 11 | 2 | 0.01% | 0.72% | 1.89% | Q1 2014 | Q3 2021 | 13 |
BOSTON FINANCIAL MANGEMENT LLC | 13 | 13 | 0.02% | 0.12% | 0.26% | Q1 2014 | Q1 2017 | 13 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 9 | 4 | 1.02% | 1.58% | 2.26% | Q3 2014 | Q4 2018 | 13 |
Lee Financial Co | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.15% | 1.06% | Q3 2019 | Q3 2022 | 13 |
Shelter Mutual Insurance Co | 7 | 6 | 0.10% | 0.12% | 0.14% | Q2 2014 | Q3 2017 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 13 |
SouthState Corp | 12 | 1 | 0.00% | 0.00% | 0.06% | Q1 2014 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Euro Pacific Asset Management, LLC | 13 | 13 | 0.04% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Willingdon Wealth Management | 13 | 13 | 0.00% | 0.81% | 3.08% | Q2 2016 | Q2 2019 | 13 |
Mirador Capital Partners LP | 13 | 13 | 0.36% | 0.70% | 1.26% | Q1 2016 | Q1 2019 | 13 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.25% | 0.71% | Q4 2015 | Q2 2022 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2018 | 13 |
Sargent Bickham Lagudis LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 13 |
Northwest Bancshares, Inc. | 11 | 2 | 0.02% | 0.06% | 0.18% | Q2 2020 | Q3 2023 | 13 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 13 | 13 | 0.13% | 0.42% | 0.61% | Q1 2016 | Q1 2019 | 13 |
Wealth Alliance | 13 | 13 | 0.04% | 0.18% | 0.30% | Q4 2019 | Q4 2022 | 13 |
Perkins Investment Management, LLC | 13 | 13 | 0.02% | 0.07% | 0.15% | Q1 2014 | Q1 2017 | 13 |
Douglas Lane & Associates, LLC | 13 | 13 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q1 2019 | 13 |
CENTAURUS FINANCIAL, INC. | 8 | 2 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2021 | 13 |
Wealthspire Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 13 | 13 | 0.61% | 1.14% | 1.55% | Q4 2015 | Q4 2018 | 13 |
Maven Securities LTD | 12 | 1 | 0.02% | 0.19% | 0.60% | Q4 2016 | Q3 2021 | 13 |
Wunderlich Capital Managemnt | 13 | 13 | 0.62% | 0.78% | 0.89% | Q3 2015 | Q3 2018 | 13 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 13 | 13 | 0.01% | 0.09% | 0.16% | Q1 2014 | Q1 2017 | 13 |
SIGNET FINANCIAL MANAGEMENT, LLC | 10 | 3 | 0.03% | 0.20% | 0.80% | Q1 2018 | Q3 2023 | 13 |
SG3 Management, LLC | 5 | 1 | 0.01% | 0.09% | 0.24% | Q1 2017 | Q4 2021 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
IFC Holdings Incorporated/FL | 11 | 1 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q4 2017 | 13 |
Mondrian Investment Partners LTD | 13 | 13 | 0.20% | 0.25% | 0.32% | Q1 2014 | Q1 2017 | 13 |
BRINKER CAPITAL INC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q1 2020 | 13 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.11% | 0.59% | Q1 2018 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 13 |
Snowden Capital Advisors LLC | 8 | 1 | 0.01% | 0.02% | 0.12% | Q1 2016 | Q3 2023 | 13 |
Baker Avenue Asset Management, LP | 9 | 4 | 0.00% | 0.43% | 0.92% | Q4 2014 | Q3 2023 | 13 |
Hayek Kallen Investment Management | 13 | 13 | 0.18% | 0.88% | 1.71% | Q1 2014 | Q1 2017 | 13 |
Bogart Wealth, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
Capital World Investors | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 13 |
Alpha Cubed Investments, LLC | 9 | 3 | 0.02% | 0.04% | 0.14% | Q3 2016 | Q4 2020 | 12 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.08% | 0.20% | Q4 2015 | Q2 2023 | 12 |
Laffer Tengler Investments, Inc. | 12 | 12 | 0.00% | 0.81% | 1.75% | Q1 2014 | Q4 2016 | 12 |
RHUMBLINE ADVISERS | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BlackRock Investment Management, LLC | 12 | 12 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q4 2016 | 12 |
Calvert Investment Management, Inc. | 12 | 12 | 0.01% | 0.27% | 0.75% | Q1 2014 | Q4 2016 | 12 |
BlackRock Institutional Trust Company, N.A. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2018 | 12 |
Timber Hill LLC | 7 | 5 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2017 | 12 |
ING GROEP NV | 12 | 12 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q2 2018 | 12 |
BBVA USA Bancshares, Inc. | 12 | 12 | 0.03% | 0.10% | 0.19% | Q1 2014 | Q4 2016 | 12 |
OLD NATIONAL BANCORP /IN/ | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.02% | 0.05% | 0.10% | Q1 2014 | Q4 2016 | 12 |
INSTITUTIONAL CAPITAL LLC | 12 | 12 | 0.86% | 1.58% | 2.23% | Q1 2014 | Q4 2016 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.00% | 0.24% | 0.46% | Q4 2020 | Q3 2023 | 12 |
ARGENT TRUST Co | 12 | 12 | 0.20% | 0.30% | 0.37% | Q2 2015 | Q1 2018 | 12 |
Newbridge Financial Services Group, Inc. | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.20% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Lenox Wealth Management, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 12 |
Freestone Capital Holdings, LLC | 11 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q2 2021 | 12 |
TFC Financial Management, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
Wellington Shields & Co., LLC | 6 | 1 | 0.07% | 0.16% | 0.32% | Q1 2014 | Q3 2018 | 12 |
American Research & Management Co. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 12 |
Powell Investment Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.08% | 0.26% | Q1 2014 | Q1 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.30% | 0.35% | 0.42% | Q4 2020 | Q3 2023 | 12 |
BlackRock Group LTD | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2016 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.09% | 0.26% | Q4 2018 | Q3 2021 | 12 |
Jackson Hole Capital Partners, LLC | 12 | 12 | 0.22% | 0.28% | 0.43% | Q4 2018 | Q3 2021 | 12 |
EASTERLY INVESTMENT PARTNERS LLC | 10 | 1 | 0.04% | 1.87% | 3.40% | Q3 2019 | Q2 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 1.04% | 1.35% | 1.85% | Q4 2018 | Q3 2021 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.06% | 0.15% | 0.28% | Q3 2016 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 12 |
PORTLAND INVESTMENT COUNSEL INC. | 12 | 12 | 7.61% | 11.96% | 22.28% | Q4 2020 | Q3 2023 | 12 |
HIGH POINT BANK & TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.19% | 0.48% | Q2 2017 | Q1 2020 | 12 |
Clarkston Capital Partners, LLC | 12 | 12 | 0.01% | 0.08% | 0.13% | Q1 2014 | Q4 2016 | 12 |
BLACKROCK ADVISORS LLC | 12 | 12 | 0.06% | 0.10% | 0.14% | Q1 2014 | Q4 2016 | 12 |
Stumpf Capital Management LLC | 12 | 12 | 0.59% | 1.93% | 3.08% | Q4 2017 | Q3 2020 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Financial Management Professionals, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 12 |
Waverly Advisors, LLC | 7 | 5 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q4 2017 | 12 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.00% | 0.07% | 0.22% | Q3 2014 | Q2 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2021 | 12 |
SevenBridge Financial Group, LLC | 12 | 12 | 0.00% | 0.05% | 0.23% | Q3 2016 | Q2 2019 | 12 |
THIRD AVENUE MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2018 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Moisand Fitzgerald Tamayo, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2019 | 12 |
D'Orazio & Associates, Inc. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q4 2016 | 12 |
KANALY TRUST CO | 11 | 11 | 0.17% | 0.32% | 0.59% | Q2 2014 | Q4 2016 | 11 |
Mascoma Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
BRAVE ASSET MANAGEMENT INC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2016 | 11 |
Shamrock Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2019 | 11 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 2 | 0.01% | 0.02% | 0.07% | Q3 2014 | Q1 2018 | 11 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.09% | 0.83% | Q1 2017 | Q3 2020 | 11 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2023 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.18% | 0.51% | 0.66% | Q1 2019 | Q2 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.04% | 0.05% | 0.08% | Q1 2014 | Q1 2017 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.04% | 0.11% | 0.46% | Q4 2015 | Q2 2018 | 11 |
CHIRON CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.10% | 0.41% | 0.54% | Q3 2020 | Q3 2023 | 11 |
AMERICAN NATIONAL INSURANCE CO | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q3 2016 | 11 |
MIDDLETON & CO INC/MA | 11 | 11 | 0.05% | 0.08% | 0.14% | Q1 2014 | Q3 2016 | 11 |
PSI Advisors, LLC | 9 | 2 | 0.00% | 0.04% | 0.20% | Q4 2019 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.32% | 0.55% | 1.01% | Q1 2021 | Q3 2023 | 11 |
WNY Asset Management, LLC | 11 | 11 | 0.52% | 0.82% | 1.26% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 7 | 1 | 0.00% | 0.00% | 0.04% | Q3 2017 | Q3 2023 | 11 |
Accel Wealth Management | 10 | 1 | 0.00% | 0.02% | 0.14% | Q4 2020 | Q3 2023 | 11 |
THOMPSON DAVIS & CO., INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
Principal Street Partners, LLC | 11 | 11 | 0.05% | 0.14% | 0.23% | Q3 2020 | Q1 2023 | 11 |
RMB Capital Management, LLC | 10 | 1 | 0.01% | 0.06% | 0.09% | Q1 2014 | Q4 2017 | 11 |
Rock Point Advisors, LLC | 11 | 11 | 1.72% | 2.40% | 4.00% | Q4 2016 | Q2 2019 | 11 |
WASHINGTON TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.04% | 0.11% | 0.17% | Q1 2014 | Q3 2016 | 11 |
MYCIO WEALTH PARTNERS, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2016 | 11 |
PREMIER ASSET MANAGEMENT LLC | 11 | 11 | 0.08% | 0.13% | 0.24% | Q1 2014 | Q3 2016 | 11 |
Foundations Investment Advisors, LLC | 10 | 1 | 0.01% | 0.12% | 0.17% | Q2 2018 | Q4 2022 | 11 |
ExodusPoint Capital Management, LP | 4 | 2 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q1 2023 | 11 |
CRAWFORD INVESTMENT COUNSEL INC | 11 | 11 | 0.22% | 0.42% | 0.57% | Q1 2016 | Q3 2018 | 11 |
Candriam S.C.A. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 11 |
HALL LAURIE J TRUSTEE | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 11 |
Simmons Bank | 10 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2020 | 11 |
HOWARD HUGHES MEDICAL INSTITUTE | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2016 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2021 | 11 |
WESTWOOD HOLDINGS GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Corient Capital Partners, LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2022 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 11 |
FIRST NATIONAL TRUST CO | 11 | 11 | 0.03% | 0.07% | 0.16% | Q1 2014 | Q3 2016 | 11 |
Rodgers Brothers Inc. | 6 | 5 | 0.07% | 0.11% | 0.14% | Q3 2015 | Q2 2018 | 11 |
GENESEE VALLEY TRUST CO | 11 | 11 | 0.37% | 0.45% | 0.52% | Q1 2014 | Q3 2016 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.06% | 0.10% | 0.14% | Q2 2016 | Q4 2018 | 11 |
A.R.T. Advisors, LLC | 3 | 1 | 0.06% | 0.16% | 0.29% | Q1 2014 | Q4 2019 | 11 |
Opus Capital Group, LLC | 6 | 2 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q1 2019 | 11 |
Citizens Business Bank | 11 | 11 | 0.14% | 0.19% | 0.35% | Q1 2014 | Q3 2016 | 11 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.02% | 0.10% | 0.39% | Q4 2017 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q2 2020 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 11 |
NEVILLE RODIE & SHAW INC | 11 | 11 | 0.02% | 0.04% | 0.04% | Q3 2016 | Q1 2019 | 11 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7 | 4 | 0.02% | 0.16% | 0.33% | Q3 2014 | Q4 2017 | 11 |
Bellwether Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2017 | 10 |
Roble, Belko & Company, Inc | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2021 | 10 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.11% | 0.13% | 0.15% | Q1 2014 | Q2 2016 | 10 |
Newton One Investments LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 9 | 1 | 0.10% | 0.57% | 0.76% | Q4 2014 | Q4 2017 | 10 |
Visium Asset Management, LP | 4 | 1 | 0.01% | 0.10% | 0.26% | Q1 2014 | Q2 2016 | 10 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 10 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.11% | 0.23% | Q3 2015 | Q2 2019 | 10 |
AMP Capital Investors Ltd | 5 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q2 2019 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2022 | 10 |
Investors Capital Advisory Services | 10 | 10 | 0.08% | 0.13% | 0.17% | Q1 2014 | Q2 2016 | 10 |
Integrated Wealth Concepts LLC | 9 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 10 |
PRIVATE TRUST CO NA | 6 | 1 | 0.00% | 0.06% | 0.44% | Q1 2014 | Q3 2023 | 10 |
Roundview Capital LLC | 6 | 1 | 0.14% | 0.22% | 0.38% | Q1 2014 | Q4 2017 | 10 |
Ranger International Management, LP | 9 | 1 | 0.02% | 1.40% | 4.54% | Q1 2014 | Q3 2016 | 10 |
WOODSTOCK CORP | 10 | 10 | 0.07% | 0.11% | 0.15% | Q1 2014 | Q2 2016 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 9 | 1 | 0.14% | 1.34% | 1.77% | Q3 2014 | Q2 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 8 | 1 | 0.01% | 0.09% | 0.31% | Q2 2016 | Q2 2021 | 10 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 10 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.07% | 0.20% | Q2 2016 | Q3 2023 | 10 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 10 | 10 | 0.06% | 0.10% | 0.20% | Q1 2014 | Q2 2016 | 10 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.02% | 0.06% | 0.39% | Q1 2014 | Q2 2022 | 10 |
PEDDOCK CAPITAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 10 |
Employees Retirement System of Texas | 10 | 10 | 0.09% | 0.09% | 0.11% | Q1 2014 | Q2 2016 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.02% | 0.20% | Q4 2018 | Q2 2022 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.08% | 0.11% | 0.21% | Q1 2014 | Q2 2016 | 10 |
RNC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Crow Point Partners, LLC | 4 | 3 | 0.01% | 1.02% | 2.25% | Q1 2014 | Q2 2017 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 7 | 3 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Barry Investment Advisors, LLC | 10 | 10 | 0.08% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
VIKING FUND MANAGEMENT LLC | 10 | 10 | 0.06% | 0.23% | 0.44% | Q4 2016 | Q1 2019 | 10 |
Greenlight Capital | 10 | 10 | 0.06% | 0.36% | 0.55% | Q1 2014 | Q2 2016 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 10 |
Thomas J. Herzfeld Advisors, Inc. | 7 | 3 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2020 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.07% | 0.10% | 0.16% | Q4 2019 | Q1 2022 | 10 |
Sageworth Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
STERLING INVESTMENT MANAGEMENT, LLC | 6 | 4 | 0.50% | 0.77% | 1.11% | Q2 2014 | Q2 2022 | 10 |
Procyon Advisors, LLC | 7 | 3 | 0.02% | 0.10% | 0.16% | Q4 2019 | Q4 2022 | 10 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 10 |
FIC CAPITAL INC | 10 | 10 | 0.09% | 0.17% | 0.47% | Q1 2014 | Q2 2016 | 10 |
CIBC WORLD MARKETS CORP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 10 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.04% | 0.16% | Q1 2015 | Q4 2018 | 10 |
Field & Main Bank | 6 | 4 | 0.13% | 0.28% | 0.39% | Q1 2014 | Q3 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Sterling Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2019 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2015 | Q3 2018 | 10 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 1 | 0.08% | 0.20% | 0.45% | Q1 2014 | Q3 2022 | 10 |
BEACON TRUST CO | 9 | 1 | 0.04% | 0.06% | 0.07% | Q2 2014 | Q1 2017 | 10 |
Lehman Financial Resources, Inc. | 9 | 1 | 0.01% | 0.44% | 1.00% | Q1 2014 | Q3 2018 | 10 |
GREENLEAF TRUST | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2021 | 10 |
OppenheimerFunds, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 10 |
Jasper Ridge Partners, L.P. | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2017 | 10 |
Vigilant Capital Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 9 |
CREDIT AGRICOLE S A | 6 | 3 | 0.00% | 0.07% | 0.21% | Q1 2014 | Q2 2021 | 9 |
GUARDIAN CAPITAL ADVISORS LP | 9 | 9 | 0.26% | 0.30% | 0.35% | Q1 2014 | Q1 2016 | 9 |
Boit C F David | 5 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Allen Investment Management, LLC | 9 | 9 | 0.02% | 0.12% | 0.18% | Q2 2016 | Q2 2018 | 9 |
MOGY JOEL R INVESTMENT COUNSEL INC | 9 | 9 | 0.05% | 0.13% | 0.32% | Q1 2014 | Q1 2016 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 3 | 0.04% | 0.06% | 0.09% | Q3 2017 | Q3 2022 | 9 |
LEUTHOLD GROUP, LLC | 7 | 2 | 0.04% | 0.11% | 0.27% | Q3 2015 | Q4 2022 | 9 |
SITTNER & NELSON, LLC | 5 | 4 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q1 2023 | 9 |
MACKENZIE FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 9 |
NATIXIS | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2018 | 9 |
SAL Trading, LLC | 5 | 5 | 0.22% | 1.24% | 2.05% | Q3 2022 | Q3 2023 | 9 |
Holloway Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
CX Institutional | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 9 |
Centerpoint Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 9 |
180 WEALTH ADVISORS, LLC | 8 | 1 | 0.04% | 0.08% | 0.28% | Q2 2018 | Q3 2023 | 9 |
Kovack Advisors, Inc. | 3 | 1 | 0.00% | 0.12% | 0.42% | Q2 2014 | Q2 2023 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 0.12% | 0.22% | 0.34% | Q4 2021 | Q4 2023 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.00% | 0.21% | 0.34% | Q4 2017 | Q1 2020 | 9 |
NORTHSTAR INVESTMENT ADVISORS LLC | 9 | 9 | 0.47% | 1.13% | 1.55% | Q1 2017 | Q1 2019 | 9 |
Nuveen Fund Advisors, LLC | 9 | 9 | 0.08% | 0.18% | 0.29% | Q2 2016 | Q2 2018 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 9 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 9 | 9 | 0.58% | 0.96% | 1.49% | Q1 2014 | Q1 2016 | 9 |
Summit Global Investments | 6 | 3 | 0.02% | 0.11% | 0.26% | Q4 2020 | Q1 2023 | 9 |
ICICI Prudential Asset Management Co Ltd | 9 | 9 | 9.40% | 11.99% | 15.72% | Q3 2021 | Q3 2023 | 9 |
Bellecapital International Ltd. | 7 | 2 | 0.19% | 0.27% | 0.39% | Q4 2016 | Q1 2019 | 9 |
FIRST NATIONAL BANK OF OMAHA | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2016 | 9 |
SHIKIAR ASSET MANAGEMENT INC | 8 | 1 | 0.39% | 1.55% | 3.16% | Q1 2014 | Q2 2018 | 9 |
SUMMIT CAPITAL MANAGEMENT LLC | 9 | 9 | 0.83% | 1.61% | 2.59% | Q1 2014 | Q1 2016 | 9 |
AMERICAN ASSET MANAGEMENT INC. | 9 | 9 | 0.21% | 0.30% | 0.40% | Q3 2016 | Q3 2018 | 9 |
OARSMAN CAPITAL, INC. | 9 | 9 | 0.07% | 0.65% | 0.94% | Q4 2020 | Q4 2022 | 9 |
JACOBS & CO/CA | 9 | 9 | 0.03% | 0.08% | 0.15% | Q1 2019 | Q1 2021 | 9 |
RUSSELL FRANK CO/ | 9 | 9 | 0.00% | 0.07% | 0.12% | Q1 2014 | Q1 2016 | 9 |
LVW Advisors, LLC | 9 | 9 | 0.08% | 0.15% | 0.23% | Q4 2014 | Q4 2016 | 9 |
BASSO CAPITAL MANAGEMENT, L.P. | 9 | 9 | 0.09% | 0.26% | 0.45% | Q4 2015 | Q4 2017 | 9 |
UBS AG | 3 | 3 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q3 2014 | 9 |
Intellectus Partners, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2018 | 9 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 9 |
HHG & Company, LLC | 9 | 9 | 0.19% | 0.24% | 0.30% | Q1 2014 | Q1 2016 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.08% | 0.17% | 0.37% | Q4 2015 | Q1 2018 | 9 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 9 | 9 | 0.06% | 0.09% | 0.15% | Q1 2014 | Q1 2016 | 9 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2016 | 9 |
CAPITAL INSIGHT PARTNERS, LLC | 9 | 9 | 0.95% | 1.28% | 1.44% | Q3 2016 | Q3 2018 | 9 |
SOLARIS ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.05% | 0.13% | Q3 2016 | Q3 2018 | 9 |
Renasant Bank | 9 | 9 | 0.17% | 0.25% | 0.37% | Q4 2020 | Q4 2022 | 9 |
Seminole Management Co., Inc. | 4 | 2 | 1.20% | 4.72% | 9.43% | Q2 2014 | Q4 2017 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.00% | 0.14% | 0.34% | Q4 2013 | Q4 2015 | 9 |
PETTYJOHN, WOOD & WHITE, INC | 9 | 9 | 0.09% | 0.12% | 0.20% | Q2 2014 | Q2 2016 | 9 |
IMPAX ASSET MANAGEMENT LLC | 9 | 9 | 0.05% | 0.06% | 0.10% | Q1 2014 | Q1 2016 | 9 |
ArrowMark Colorado Holdings LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 9 |
Intrua Financial, LLC | 7 | 2 | 0.06% | 0.24% | 0.36% | Q2 2020 | Q1 2023 | 9 |
Hoxton Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Orion Portfolio Solutions, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Fiera Capital Corp | 6 | 3 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q4 2016 | 9 |
AT Bancorp | 7 | 1 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q2 2017 | 9 |
John W. Brooker & Co., CPAs | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.06% | 0.44% | Q4 2018 | Q3 2023 | 9 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.09% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 3 | 1 | 0.04% | 0.11% | 0.43% | Q4 2018 | Q4 2022 | 8 |
ASPIRIANT, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2022 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2019 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.09% | 0.18% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Ohio National Investments, Inc. | 8 | 8 | 0.06% | 0.08% | 0.12% | Q1 2014 | Q4 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 8 |
GATEWAY INVESTMENT ADVISERS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.09% | 0.39% | Q1 2014 | Q4 2019 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 5 | 3 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 8 |
Guidant Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Clear Harbor Asset Management, LLC | 4 | 4 | 0.00% | 0.14% | 0.29% | Q1 2014 | Q4 2021 | 8 |
BCWM, LLC | 8 | 8 | 1.01% | 1.26% | 1.92% | Q3 2014 | Q2 2016 | 8 |
Saturna Capital CORP | 8 | 8 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q4 2015 | 8 |
Mechanics Bank Trust Department | 6 | 1 | 0.07% | 0.08% | 0.11% | Q1 2014 | Q2 2016 | 8 |
KENFARB & CO. | 8 | 8 | 0.14% | 0.32% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 0.12% | 0.17% | 0.23% | Q4 2021 | Q3 2023 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.13% | 0.21% | 0.28% | Q4 2020 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Certified Advisory Corp | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Savior LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.36% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Community Financial Services Group, LLC | 7 | 1 | 0.02% | 0.03% | 0.08% | Q1 2014 | Q1 2018 | 8 |
USCA RIA LLC | 5 | 3 | 0.01% | 0.19% | 0.37% | Q3 2015 | Q2 2020 | 8 |
Versant Capital Management, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 8 |
CURIAN CAPITAL LLC | 8 | 8 | 0.04% | 0.08% | 0.09% | Q1 2014 | Q4 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 8 | 8 | 0.02% | 0.08% | 0.14% | Q4 2019 | Q3 2021 | 8 |
FNY Investment Advisers, LLC | 4 | 1 | 0.16% | 0.94% | 4.22% | Q4 2018 | Q1 2023 | 8 |
Union Investments & Development Ltd. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
SEIZERT CAPITAL PARTNERS, LLC | 8 | 8 | 0.01% | 0.23% | 0.39% | Q1 2014 | Q4 2015 | 8 |
Semmax Financial Advisors Inc. | 8 | 8 | 0.00% | 0.13% | 0.78% | Q4 2018 | Q3 2020 | 8 |
AlphaOne Investment Services, LLC | 5 | 1 | 0.08% | 0.51% | 1.72% | Q1 2014 | Q3 2018 | 8 |
Sugarloaf Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 3 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q1 2023 | 8 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 8 |
WHITEBOX ADVISORS LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.00% | 0.08% | 0.12% | Q1 2014 | Q4 2015 | 8 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.02% | 0.34% | 1.01% | Q1 2014 | Q3 2023 | 8 |
JTC Employer Solutions Trustee Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 8 |
Dynamic Capital Management Ltd | 2 | 1 | 0.06% | 0.50% | 2.63% | Q1 2014 | Q4 2017 | 8 |
Douglas C. Lane & Associates, Inc. | 8 | 8 | 0.12% | 0.21% | 0.37% | Q1 2014 | Q4 2015 | 8 |
Princeton Alpha Management LP | 4 | 1 | 0.04% | 0.16% | 0.47% | Q1 2014 | Q4 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 6 | 1 | 0.03% | 0.05% | 0.16% | Q1 2014 | Q1 2023 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.04% | 0.06% | 0.09% | Q1 2014 | Q4 2015 | 8 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 8 |
Texan Capital Management | 8 | 8 | 0.43% | 0.50% | 0.56% | Q2 2015 | Q1 2017 | 8 |
Andromeda Capital LLC | 3 | 3 | 0.27% | 0.97% | 2.51% | Q1 2014 | Q3 2014 | 8 |
PATTON ALBERTSON MILLER GROUP, LLC | 6 | 2 | 0.12% | 0.37% | 1.12% | Q1 2014 | Q3 2020 | 8 |
Liberty Mutual Group Asset Management Inc. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2018 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stuart Chaussee & Associates, Inc. | 4 | 1 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q3 2018 | 8 |
Stellar Capital Management, LLC | 8 | 8 | 0.82% | 1.23% | 1.70% | Q3 2017 | Q2 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Old North State Trust, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.04% | 0.15% | Q2 2014 | Q3 2023 | 8 |
Aquatic Capital Management LLC | 8 | 8 | 0.00% | 0.13% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Strategic Investment Advisors / MI | 8 | 8 | 0.07% | 0.14% | 0.26% | Q4 2018 | Q3 2020 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bristol Advisors, LLC | 8 | 8 | 1.04% | 2.25% | 7.18% | Q2 2017 | Q1 2019 | 8 |
ORBIS HOLDINGS LTD | 8 | 8 | 0.23% | 0.26% | 0.32% | Q1 2014 | Q4 2015 | 8 |
Pinnacle Summer Investments, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
Asset Management One Co., Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
Bank Pictet & Cie (Europe) AG | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.15% | 0.26% | 0.50% | Q4 2019 | Q3 2021 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2018 | 8 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Airain ltd | 3 | 1 | 0.03% | 0.18% | 0.90% | Q2 2014 | Q1 2017 | 8 |
Radnor Capital Management, LLC | 8 | 8 | 0.12% | 0.20% | 0.24% | Q4 2016 | Q3 2018 | 8 |
Merriman Wealth Management, LLC | 8 | 8 | 0.16% | 1.09% | 1.57% | Q2 2016 | Q1 2018 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Fusion Family Wealth LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Garner Asset Management Corp | 8 | 8 | 0.15% | 0.26% | 0.36% | Q2 2017 | Q1 2019 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Hemenway Trust Co LLC | 8 | 8 | 0.06% | 0.09% | 0.16% | Q2 2014 | Q1 2016 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Westover Capital Advisors, LLC | 6 | 1 | 0.10% | 0.36% | 0.50% | Q1 2014 | Q2 2021 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2019 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
Avalon Investment & Advisory | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2018 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.24% | Q3 2018 | Q4 2020 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Altshuler Shaham Ltd | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
Edgemoor Investment Advisors, Inc. | 4 | 3 | 0.13% | 0.51% | 0.80% | Q1 2014 | Q3 2022 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 1 | 0.01% | 0.11% | 0.22% | Q3 2021 | Q3 2023 | 7 |
Beech Hill Advisors, Inc. | 7 | 7 | 1.98% | 2.20% | 2.58% | Q1 2017 | Q3 2018 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.23% | 0.56% | 1.03% | Q4 2017 | Q2 2019 | 7 |
Truehand, Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
First Pacific Advisors, LP | 7 | 7 | 0.35% | 0.78% | 0.93% | Q1 2014 | Q3 2015 | 7 |
OFI Advisors LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2015 | 7 |
American Assets Investment Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q1 2020 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FNY Managed Accounts LLC | 4 | 1 | 0.00% | 0.37% | 2.25% | Q1 2014 | Q2 2017 | 7 |
MIDWEST INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.22% | 0.27% | 0.31% | Q1 2014 | Q3 2015 | 7 |
Trust CO of the Ozarks | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q3 2015 | 7 |
MILES CAPITAL, INC. | 7 | 7 | 0.12% | 0.13% | 0.17% | Q3 2016 | Q1 2018 | 7 |
RONALD BLUE & CO LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2015 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2015 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2015 | 7 |
COLRAIN CAPITAL LLC | 6 | 1 | 0.00% | 0.22% | 0.61% | Q1 2014 | Q3 2017 | 7 |
Gotham Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2019 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2019 | 7 |
Euclid Advisors LLC | 7 | 7 | 0.03% | 0.11% | 0.21% | Q4 2014 | Q2 2016 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.06% | 0.06% | 0.08% | Q1 2014 | Q3 2015 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 7 | 7 | 1.22% | 2.39% | 4.53% | Q4 2019 | Q2 2021 | 7 |
Annex Advisory Services, LLC | 7 | 7 | 0.14% | 0.17% | 0.20% | Q2 2017 | Q4 2018 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2015 | 7 |
Fiduciary Trust Co International of Pennsylvania | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q3 2015 | 7 |
RPg Family Wealth Advisory, LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2018 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.73% | 1.12% | 1.34% | Q4 2016 | Q2 2018 | 7 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 3 | 0.00% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 7 |
IPG Investment Advisors LLC | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2018 | Q3 2019 | 7 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 7 | 7 | 0.17% | 0.52% | 0.76% | Q2 2014 | Q4 2015 | 7 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q1 2019 | 7 |
FAIRFIELD, BUSH & CO. | 4 | 1 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q2 2023 | 7 |
Boussard & Gavaudan Investment Management LLP | 7 | 7 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q3 2018 | 7 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 7 |
Ironwood Financial, llc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 7 |
TREES INVESTMENT COUNSEL LLC | 7 | 7 | 1.18% | 1.26% | 1.36% | Q1 2014 | Q3 2015 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Ausdal Financial Partners, Inc. | 6 | 1 | 0.04% | 0.09% | 0.12% | Q4 2015 | Q3 2018 | 7 |
Vantage Financial Partners Ltd., Inc. | 6 | 1 | 0.21% | 0.35% | 0.49% | Q4 2016 | Q3 2018 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q2 2018 | 7 |
Heritage Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.07% | 0.14% | 0.31% | Q1 2019 | Q4 2019 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2019 | 7 |
Braun-Bostich & Associates Inc. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 7 |
Quad-Cities Investment Group, LLC | 7 | 7 | 0.01% | 0.10% | 0.28% | Q1 2018 | Q3 2019 | 7 |
Henry James International Management Inc. | 5 | 2 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q1 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
OneAscent Financial Services LLC | 6 | 1 | 0.12% | 0.18% | 0.30% | Q4 2019 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.07% | 0.10% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Koss-Olinger Consulting, LLC | 7 | 7 | 0.09% | 0.14% | 0.20% | Q1 2021 | Q3 2022 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CITY NATIONAL BANK | 7 | 7 | 0.01% | 0.03% | 0.13% | Q1 2014 | Q3 2015 | 7 |
FIRST NIAGARA BANK | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2014 | Q3 2015 | 7 |
ICON ADVISERS INC/CO | 6 | 1 | 0.07% | 0.35% | 0.86% | Q4 2017 | Q3 2022 | 7 |
BURNS J W & CO INC/NY | 7 | 7 | 0.07% | 0.15% | 0.29% | Q1 2014 | Q3 2015 | 7 |
AMERICAN FINANCIAL GROUP INC | 7 | 7 | 0.28% | 0.34% | 0.40% | Q1 2014 | Q3 2015 | 7 |
JANUS HENDERSON INVESTORS US LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
Bell Bank | 7 | 7 | 0.45% | 0.61% | 0.76% | Q1 2014 | Q3 2015 | 7 |
NAVELLIER & ASSOCIATES INC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 7 |
TRILLIUM ASSET MANAGEMENT, LLC | 4 | 1 | 0.13% | 0.21% | 0.39% | Q1 2014 | Q2 2017 | 7 |
DINSMORE CAPITAL MANAGEMENT CO/NJ | 7 | 7 | 0.52% | 0.66% | 0.73% | Q1 2014 | Q3 2015 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 7 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
MISSION WEALTH MANAGEMENT, LP | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q3 2016 | 6 |
GOODWIN DANIEL L | 6 | 6 | 0.06% | 0.11% | 0.17% | Q3 2021 | Q4 2022 | 6 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 6 | 6 | 1.38% | 1.52% | 1.77% | Q3 2014 | Q4 2015 | 6 |
GRIFFIN ASSET MANAGEMENT, INC. | 4 | 2 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2022 | 6 |
Eton Park Capital Management, L.P. | 6 | 6 | 0.38% | 0.63% | 0.94% | Q1 2014 | Q2 2015 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2015 | Q3 2016 | 6 |
Cadence Bank | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
HBK Sorce Advisory LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q4 2022 | 6 |
First PREMIER Bank | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 6 |
Sabal Trust CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 6 |
Harrington Investments, INC | 6 | 6 | 0.28% | 0.45% | 0.62% | Q3 2017 | Q4 2018 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Godshalk Welsh Capital Management, Inc. | 6 | 6 | 0.20% | 0.26% | 0.31% | Q2 2017 | Q3 2018 | 6 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Intersect Capital LLC | 4 | 2 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q3 2021 | 6 |
KING INVESTMENT ADVISORS INC/TX | 6 | 6 | 0.64% | 0.84% | 1.03% | Q1 2014 | Q2 2015 | 6 |
CHEMUNG CANAL TRUST CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q4 2017 | 6 |
EMERSON INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q2 2015 | 6 |
UBS OCONNOR LLC | 4 | 1 | 0.02% | 0.14% | 0.39% | Q1 2014 | Q3 2018 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.04% | 0.22% | Q1 2014 | Q3 2016 | 6 |
Yakira Capital Management, Inc. | 6 | 6 | 0.13% | 0.17% | 0.22% | Q1 2014 | Q2 2015 | 6 |
Boston Common Asset Management, LLC | 6 | 6 | 0.48% | 0.66% | 0.75% | Q1 2014 | Q2 2015 | 6 |
CLARK ESTATES INC/NY | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2014 | Q2 2015 | 6 |
Engineers Gate Manager LP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.11% | 0.13% | 0.15% | Q1 2014 | Q2 2015 | 6 |
Exchange Capital Management, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.10% | 0.28% | Q1 2014 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.65% | 0.89% | Q4 2021 | Q1 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Eagle Bay Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 6 |
CKW FINANCIAL GROUP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NorthCoast Asset Management LLC | 3 | 1 | 0.14% | 0.22% | 0.27% | Q2 2014 | Q1 2018 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
APOGEM CAPITAL LLC | 6 | 6 | 0.37% | 0.80% | 1.04% | Q1 2021 | Q2 2022 | 6 |
Narwhal Capital Management | 6 | 6 | 0.09% | 0.28% | 0.55% | Q1 2014 | Q2 2015 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Addison Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 6 | 6 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Circle Wealth Management, LLC | 6 | 6 | 0.09% | 0.10% | 0.14% | Q1 2017 | Q2 2018 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.07% | 0.17% | Q2 2020 | Q3 2021 | 6 |
Almanack Investment Partners, LLC. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 2 | 0.13% | 0.20% | 0.32% | Q2 2021 | Q2 2023 | 6 |
SUSQUEHANNA TRUST & INVESTMENT CO | 6 | 6 | 0.06% | 0.85% | 1.78% | Q1 2014 | Q2 2015 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.47% | 0.55% | 0.67% | Q4 2019 | Q3 2021 | 6 |
SFMG, LLC | 6 | 6 | 0.02% | 0.16% | 0.28% | Q1 2021 | Q2 2022 | 6 |
Marcum Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 6 |
SPROTT INC. | 6 | 6 | 0.90% | 1.15% | 1.47% | Q1 2014 | Q2 2015 | 6 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q4 2022 | 6 |
Glenview Trust Co | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Lehman & Derafelo Financial Resources LLC | 6 | 6 | 0.06% | 0.12% | 0.24% | Q4 2018 | Q1 2020 | 6 |
EAGLE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
Outlook Wealth Advisors, LLC | 4 | 2 | 0.07% | 0.22% | 0.52% | Q4 2018 | Q2 2020 | 6 |
Cypress Capital Group | 6 | 6 | 0.06% | 0.18% | 0.61% | Q1 2014 | Q2 2015 | 6 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.00% | 1.12% | 2.55% | Q1 2014 | Q4 2014 | 6 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HHM Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
LFA - Lugano Financial Advisors SA | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 6 |
GPS Wealth Strategies Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.00% | 0.24% | 0.56% | Q4 2017 | Q4 2019 | 6 |
MGO ONE SEVEN LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 6 |
Martin Capital Partners, LLC | 6 | 6 | 2.08% | 2.55% | 3.32% | Q4 2017 | Q1 2019 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 1 | 0.07% | 0.42% | 0.66% | Q2 2017 | Q2 2022 | 6 |
CAMG Solamere Management, LLC | 6 | 6 | 0.11% | 0.17% | 0.20% | Q4 2016 | Q1 2018 | 6 |
MHI Funds, LLC | 6 | 6 | 0.01% | 1.58% | 3.59% | Q4 2017 | Q1 2019 | 6 |
New Harbor Financial Group, LLC | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q3 2015 | 6 |
Diligent Investors, LLC | 6 | 6 | 0.12% | 0.16% | 0.19% | Q2 2017 | Q3 2018 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q4 2022 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Sandell Asset Management Corp. | 5 | 1 | 0.18% | 0.82% | 2.14% | Q1 2019 | Q3 2020 | 6 |
Quantamental Technologies LLC | 2 | 2 | 0.04% | 0.12% | 0.23% | Q4 2018 | Q3 2023 | 6 |
Northeast Financial Consultants Inc | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 6 |
BANK HAPOALIM BM | 4 | 2 | 0.09% | 0.15% | 0.23% | Q1 2014 | Q3 2017 | 6 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 6 | 0.17% | 0.38% | 0.61% | Q2 2021 | Q3 2022 | 6 |
StoneX Group Inc. | 4 | 1 | 0.37% | 0.98% | 1.72% | Q3 2016 | Q1 2022 | 5 |
Venturi Wealth Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 5 |
Financial Advocates Investment Management | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Claybrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Fort Sheridan Advisors LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Glovista Investments LLC | 3 | 1 | 0.03% | 0.69% | 1.11% | Q2 2014 | Q2 2017 | 5 |
Integrated Wealth Management | 4 | 1 | 0.08% | 0.09% | 0.12% | Q4 2015 | Q1 2017 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Aevitas Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
ALYDAR PARTNERS LLC | 4 | 4 | 0.28% | 0.65% | 0.94% | Q1 2014 | Q4 2014 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 5 |
MDE Group | 5 | 5 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2015 | 5 |
TODD ASSET MANAGEMENT LLC | 5 | 5 | 0.03% | 0.20% | 0.36% | Q1 2014 | Q1 2015 | 5 |
Epstein & White Financial LLC | 5 | 5 | 0.14% | 0.30% | 0.48% | Q4 2017 | Q4 2018 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.41% | 1.43% | 1.98% | Q4 2016 | Q4 2017 | 5 |
Salomon & Ludwin, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Horizon Investments, LLC | 2 | 1 | 0.03% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 5 |
River Road Asset Management, LLC | 3 | 2 | 0.00% | 0.24% | 0.42% | Q1 2014 | Q1 2018 | 5 |
Ridgewood Investments LLC | 3 | 2 | 0.00% | 0.11% | 0.20% | Q2 2020 | Q2 2023 | 5 |
Santa Fe Partners LLC | 2 | 1 | 0.10% | 0.25% | 0.50% | Q1 2014 | Q3 2015 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
FIDUCIARY SERVICES CORP/GA | 5 | 5 | 0.09% | 0.30% | 0.64% | Q1 2014 | Q1 2015 | 5 |
SIRIOS CAPITAL MANAGEMENT L P | 5 | 5 | 0.14% | 0.18% | 0.22% | Q4 2019 | Q4 2020 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2015 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.20% | 0.22% | 0.24% | Q4 2016 | Q4 2017 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Venture Visionary Partners LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 5 |
WMG Financial Advisors, LLC | 5 | 5 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q4 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
MAPLE SECURITIES USA INC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q2 2015 | 5 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
ProVise Management Group, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Covenant Partners, LLC | 4 | 1 | 0.26% | 0.34% | 0.48% | Q1 2019 | Q2 2020 | 5 |
Veritable, L.P. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2015 | 5 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 1 | 0.00% | 0.50% | 2.03% | Q3 2014 | Q3 2016 | 5 |
US FINANCIAL ADVISORS, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q4 2015 | 5 |
Stonehage Fleming (UK) Ltd | 4 | 1 | 0.09% | 0.11% | 0.13% | Q1 2014 | Q4 2015 | 5 |
Round Table Services, LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q1 2017 | Q1 2018 | 5 |
Blackhawk Capital Partners LLC. | 3 | 2 | 0.42% | 0.71% | 1.04% | Q4 2017 | Q2 2020 | 5 |
ICC CAPITAL MANAGEMENT INC/ | 5 | 5 | 0.07% | 0.10% | 0.12% | Q1 2014 | Q1 2015 | 5 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Clearstead Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
XR Securities LLC | 2 | 1 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q2 2022 | 5 |
MILLER VALUE PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
PITTENGER & ANDERSON INC | 3 | 1 | 0.00% | 0.06% | 0.11% | Q1 2016 | Q2 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2015 | 5 |
DIMENSION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.09% | 0.13% | 0.21% | Q1 2017 | Q1 2018 | 5 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.04% | 0.15% | 0.20% | Q4 2020 | Q1 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.07% | 0.18% | 0.36% | Q4 2018 | Q1 2020 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 1 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q3 2022 | 5 |
Bridgewater Associates | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 5 |
Game Creek Capital, LP | 3 | 2 | 0.22% | 1.81% | 3.06% | Q1 2018 | Q2 2022 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.30% | 0.57% | 0.83% | Q2 2017 | Q2 2018 | 5 |
EAGLE ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 5 | 5 | 0.03% | 0.05% | 0.10% | Q1 2014 | Q1 2015 | 5 |
FCA CORP /TX | 4 | 1 | 0.11% | 0.12% | 0.16% | Q2 2014 | Q1 2016 | 5 |
Pine River Capital Management L.P. | 3 | 1 | 0.01% | 0.04% | 0.16% | Q1 2014 | Q1 2016 | 5 |
Hudson Bay Capital Management LP | 1 | 1 | 0.00% | 0.15% | 0.58% | Q1 2014 | Q1 2023 | 5 |
Camarda Financial Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 5 |
SII INVESTMENTS INC/WI | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q2 2015 | 5 |
MV CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2023 | 5 |
BRIDGES INVESTMENT COUNSEL INC/ | 5 | 5 | 0.05% | 0.06% | 0.09% | Q1 2014 | Q1 2015 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Price Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Mount Yale Investment Advisors, LLC | 3 | 2 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q3 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
GRATRY & Co LLC | 4 | 4 | 0.47% | 1.72% | 2.94% | Q3 2015 | Q2 2016 | 4 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.07% | 0.22% | Q2 2014 | Q3 2022 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Fiduciary Group LLC | 2 | 2 | 0.06% | 0.07% | 0.10% | Q2 2015 | Q3 2016 | 4 |
Formidable Asset Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2016 | 4 |
BigSur Wealth Management LLC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q4 2016 | Q3 2017 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Cottage Street Advisors LLC | 4 | 4 | 0.21% | 0.23% | 0.26% | Q2 2017 | Q1 2018 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2015 | Q3 2016 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 0.15% | 1.17% | 2.62% | Q4 2017 | Q3 2018 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 1.27% | 1.44% | 1.58% | Q3 2019 | Q2 2020 | 4 |
Veritas Investment Management (UK) Ltd | 4 | 4 | 0.09% | 0.11% | 0.14% | Q1 2014 | Q4 2014 | 4 |
Cascade Investment Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 4 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 1 | 0.00% | 0.07% | 0.10% | Q1 2014 | Q3 2018 | 4 |
Advocacy Wealth Management Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 4 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q3 2015 | 4 |
Strategic Advisors LLC | 2 | 1 | 0.14% | 0.39% | 0.65% | Q1 2014 | Q4 2019 | 4 |
Western Asset Management Company, LLC | 3 | 1 | 0.02% | 0.60% | 0.98% | Q1 2014 | Q3 2015 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Capula Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q1 2017 | Q4 2017 | 4 |
Litman Gregory Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q1 2018 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.02% | 0.06% | 0.16% | Q1 2014 | Q4 2014 | 4 |
WRIGHT INVESTORS SERVICE INC | 4 | 4 | 0.34% | 0.41% | 0.57% | Q1 2014 | Q4 2014 | 4 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q4 2018 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
SCOUT INVESTMENTS, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2015 | 4 |
Triumph Capital Management | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Financial Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
TRADITION CAPITAL MANAGEMENT LLC | 4 | 4 | 0.07% | 0.29% | 0.41% | Q1 2014 | Q4 2014 | 4 |
Exeter Financial, LLC | 4 | 4 | 0.60% | 0.72% | 0.86% | Q4 2017 | Q3 2018 | 4 |
CapWealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
TOBAM | 3 | 1 | 0.01% | 0.07% | 0.19% | Q2 2014 | Q3 2015 | 4 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4 | 4 | 0.39% | 0.53% | 0.66% | Q4 2018 | Q3 2019 | 4 |
WEALTHFRONT Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 4 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
CENTRAL BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Atlas Private Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q1 2021 | 4 |
STERNE AGEE GROUP, INC. | 3 | 1 | 0.07% | 0.10% | 0.16% | Q1 2014 | Q1 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 4 |
Jump Financial, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Realm Partners LLC | 3 | 3 | 0.07% | 0.78% | 2.37% | Q1 2014 | Q3 2014 | 4 |
Hoese & Co LLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Zions Trust, National Association | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q4 2014 | 4 |
RELIANCE TRUST CO | 4 | 4 | 0.29% | 0.32% | 0.37% | Q1 2014 | Q4 2014 | 4 |
OneAscent Wealth Management LLC | 2 | 2 | 0.17% | 0.27% | 0.50% | Q4 2020 | Q4 2021 | 4 |
Chevy Chase Trust Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Invst, LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q3 2021 | 4 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.08% | 0.58% | 0.94% | Q1 2014 | Q2 2016 | 4 |
APG Asset Management N.V. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cercano Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.06% | 0.20% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.10% | 0.27% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.30% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
WealthTrust Fairport, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
WEST PACES ADVISORS INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 4 |
BOWEN HANES & CO INC | 4 | 4 | 0.03% | 0.49% | 1.04% | Q4 2017 | Q3 2018 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
VALLEY NATIONAL BANCORP | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2014 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
AMG National Trust Bank | 2 | 2 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q2 2021 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q2 2014 | Q3 2020 | 4 |
Ionic Capital Management LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q2 2014 | Q1 2023 | 4 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 4 |
Weaver C. Barksdale & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
CYPRESS ASSET MANAGEMENT INC/TX | 4 | 4 | 0.32% | 0.53% | 0.64% | Q2 2017 | Q1 2018 | 4 |
PZENA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HEADINVEST, LLC | 3 | 1 | 0.00% | 0.20% | 0.30% | Q1 2014 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.02% | 1.15% | 1.57% | Q1 2014 | Q4 2014 | 4 |
JOHN G ULLMAN & ASSOCIATES INC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SHAPIRO ROBERT N | 4 | 4 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q4 2014 | 4 |
Private Capital Advisors, Inc. | 3 | 1 | 0.39% | 0.65% | 0.90% | Q1 2014 | Q2 2015 | 4 |
PineView Asset Management LP | 4 | 4 | 1.75% | 5.63% | 7.43% | Q1 2016 | Q4 2016 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q4 2014 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.21% | 0.23% | 0.27% | Q4 2014 | Q3 2015 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
Farmers National Bank | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
PHILADELPHIA TRUST CO | 4 | 4 | 0.11% | 0.17% | 0.25% | Q1 2014 | Q4 2014 | 4 |
Confluence Wealth Services, Inc. | 2 | 1 | 0.03% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Newtyn Management, LLC | 3 | 3 | 6.50% | 10.41% | 13.10% | Q1 2014 | Q3 2014 | 3 |
Kamunting Street Capital Management, L.P. | 2 | 1 | 0.55% | 2.26% | 5.42% | Q1 2019 | Q1 2020 | 3 |
Pale Fire Capital SE | 3 | 3 | 0.88% | 1.58% | 2.65% | Q1 2023 | Q3 2023 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.02% | 0.13% | 0.22% | Q1 2014 | Q3 2014 | 3 |
TRUST CO OF TOLEDO NA /OH/ | 3 | 3 | 0.18% | 0.20% | 0.21% | Q1 2014 | Q3 2014 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Solstein Capital, LLC | 3 | 3 | 0.16% | 0.21% | 0.27% | Q1 2020 | Q3 2020 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q3 2014 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.09% | 0.15% | 0.18% | Q2 2016 | Q1 2017 | 3 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 3 |
DODGE & COX | 3 | 3 | 0.00% | 0.06% | 0.18% | Q1 2014 | Q3 2014 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ACCIDENT COMPENSATION CORP | 2 | 1 | 0.04% | 0.07% | 0.14% | Q4 2015 | Q3 2019 | 3 |
BNP Paribas Asset Management Holding S.A. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Revolve Wealth Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.10% | 0.33% | 0.52% | Q3 2015 | Q4 2018 | 3 |
First Financial Bank - Trust Division | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2014 | Q3 2014 | 3 |
Stifel Trust Company, N.A. | 3 | 3 | 0.39% | 0.41% | 0.43% | Q1 2014 | Q3 2014 | 3 |
Pentwater Capital Management LP | 3 | 3 | 0.01% | 0.99% | 2.95% | Q1 2014 | Q3 2014 | 3 |
Princeton Global Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 3 | 3 | 0.02% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Banyan Partners, LLC | 3 | 3 | 0.26% | 0.29% | 0.33% | Q1 2014 | Q3 2014 | 3 |
FIDUCIARY TRUST CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
EDGE ASSET MANAGEMENT, INC | 3 | 3 | 0.06% | 0.12% | 0.16% | Q1 2014 | Q3 2014 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Gleason Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Fairholme Capital Management | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 3 |
SEARLE & CO. | 3 | 3 | 0.82% | 0.84% | 0.86% | Q4 2014 | Q2 2015 | 3 |
SPC Financial, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2017 | Q4 2017 | 3 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2014 | Q3 2014 | 3 |
Randolph Co Inc | 3 | 3 | 3.44% | 3.60% | 3.82% | Q1 2016 | Q3 2016 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.01% | 0.19% | 0.34% | Q1 2014 | Q1 2015 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 1 | 0.51% | 0.85% | 1.41% | Q2 2014 | Q2 2015 | 3 |
COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
CRITERION CAPITAL MANAGEMENT LLC | 2 | 1 | 0.41% | 0.79% | 1.29% | Q4 2014 | Q2 2017 | 3 |
CAPE COD FIVE CENTS SAVINGS BANK | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
Qtron Investments LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q2 2021 | 3 |
O'Brien Greene & Co. Inc | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 0.07% | 0.54% | 0.92% | Q1 2014 | Q2 2015 | 3 |
ARISTEIA CAPITAL, L.L.C. | 3 | 3 | 0.71% | 1.15% | 1.48% | Q1 2014 | Q3 2014 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Southeast Asset Advisors Inc. | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2014 | Q2 2015 | 3 |
STRATEGY ASSET MANAGERS LLC | 2 | 1 | 0.00% | 0.07% | 0.13% | Q1 2014 | Q1 2019 | 3 |
AR ASSET MANAGEMENT INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
WHALEROCK POINT PARTNERS, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2014 | Q3 2014 | 3 |
Chou Associates Management | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Orbis Allan Gray Ltd | 3 | 3 | 0.21% | 0.24% | 0.27% | Q1 2016 | Q3 2016 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.06% | 0.06% | 0.07% | Q2 2017 | Q1 2018 | 3 |
DARRELL & KING LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
LMR Partners LLP | 3 | 3 | 0.09% | 0.29% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Southeastern Asset Management | 3 | 3 | 0.19% | 0.50% | 1.10% | Q1 2014 | Q3 2014 | 3 |
BOSTON FAMILY OFFICE LLC | 3 | 3 | 0.07% | 0.15% | 0.28% | Q1 2014 | Q3 2014 | 3 |
GLG Partners LP | 1 | 1 | 0.17% | 1.03% | 1.85% | Q3 2014 | Q2 2016 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.32% | 0.38% | 0.45% | Q2 2016 | Q4 2016 | 3 |
MIZUHO SECURITIES USA LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q1 2015 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Center For Asset Management LLC | 3 | 3 | 0.43% | 0.49% | 0.53% | Q2 2022 | Q4 2022 | 3 |
Paulson & Co. | 3 | 3 | 3.65% | 4.22% | 5.14% | Q1 2014 | Q3 2014 | 3 |
O'Keefe Stevens Advisory, Inc. | 3 | 3 | 2.46% | 2.66% | 2.89% | Q3 2017 | Q1 2018 | 3 |
Aston Asset Management, LLC | 3 | 3 | 0.68% | 0.72% | 0.79% | Q1 2014 | Q3 2014 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Boston Partners | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 3 |
McAdams Wright Ragen, Inc. | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2014 | Q3 2014 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 1 | 0.32% | 0.35% | 0.37% | Q2 2014 | Q1 2017 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.17% | 0.20% | 0.22% | Q2 2022 | Q4 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
First Allied Asset Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q1 2015 | 3 |
Capital Innovations LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q4 2014 | Q2 2015 | 3 |
tru Independence LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2014 | Q3 2014 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
DELTA FINANCIAL ADVISORS LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q2 2019 | Q4 2019 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 3 |
Dorsey Wright & Associates | 2 | 1 | 0.02% | 0.08% | 0.12% | Q2 2014 | Q3 2015 | 3 |
Performa Ltd (US), LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q2 2022 | Q4 2022 | 3 |
NORGES BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 3 |
Ruggie Capital Group | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BSW Wealth Partners | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
KEATING INVESTMENT COUNSELORS INC | 3 | 3 | 0.04% | 1.75% | 3.22% | Q1 2023 | Q3 2023 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
WS MANAGEMENT LLLP | 3 | 3 | 1.14% | 1.21% | 1.30% | Q1 2014 | Q3 2014 | 3 |
EMFO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2022 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.26% | 0.29% | 0.32% | Q1 2014 | Q3 2014 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.07% | 0.10% | Q1 2017 | Q4 2019 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
GLG LLC | 2 | 1 | 0.03% | 0.15% | 0.39% | Q1 2014 | Q2 2015 | 3 |
Johnson Financial Group, LLC | 2 | 1 | 0.23% | 0.26% | 0.27% | Q4 2016 | Q3 2017 | 3 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.10% | 0.19% | Q1 2014 | Q3 2019 | 3 |
TIAA, FSB | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 3 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.04% | 0.18% | 0.35% | Q1 2014 | Q2 2014 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Activest Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2023 | Q3 2023 | 3 |
Gilman Hill Asset Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.20% | Q1 2014 | Q3 2014 | 3 |
ARGENT TRUST COMPANY, N.A. | 2 | 1 | 0.22% | 0.24% | 0.26% | Q1 2014 | Q3 2015 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.07% | 0.13% | 0.15% | Q2 2022 | Q2 2023 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 3 |
CPWM, LLC | 3 | 3 | 0.22% | 0.36% | 0.46% | Q1 2018 | Q3 2018 | 3 |
Schubert & Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.00% | 0.11% | 0.33% | Q3 2020 | Q4 2022 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2018 | Q1 2019 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Segantii Capital Management Ltd | 1 | 1 | 0.32% | 0.83% | 1.51% | Q2 2017 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.11% | Q4 2021 | Q4 2022 | 3 |
TAGStone Capital, Inc. | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q2 2022 | 3 |
KHP Capital, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2018 | Q3 2018 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Ellis Investment Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
Eagle Ridge Investment Management | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 3 |
Banco de Sabadell, S.A | 3 | 3 | 0.25% | 0.54% | 0.99% | Q3 2020 | Q1 2021 | 3 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.22% | 0.37% | 0.66% | Q4 2021 | Q2 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.09% | 0.22% | Q4 2016 | Q4 2016 | 3 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q4 2015 | Q1 2016 | 2 |
SEI TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Ergoteles LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
ROBERTS GLORE & CO INC /IL/ | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
CERTUITY, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q4 2017 | Q1 2018 | 2 |
MQS Management LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CLIFFORD CAPITAL PARTNERS LLC | 2 | 2 | 2.10% | 2.36% | 2.61% | Q2 2023 | Q3 2023 | 2 |
CAZ INVESTMENTS LP | 2 | 2 | 0.24% | 0.25% | 0.25% | Q4 2014 | Q1 2015 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.77% | 1.26% | 1.74% | Q1 2022 | Q2 2022 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
LGT Group Foundation | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Susquehanna International Group Ltd. | 1 | 1 | 0.31% | 0.70% | 1.09% | Q1 2019 | Q3 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q2 2022 | 2 |
SUMMIT FINANCIAL GROUP, INC. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2017 | Q3 2017 | 2 |
Blankinship & Foster, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 2 |
KELLEHER FINANCIAL ADVISORS | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2014 | Q2 2014 | 2 |
Global X Management CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
DW Partners, LP | 2 | 2 | 0.40% | 0.45% | 0.50% | Q1 2014 | Q2 2014 | 2 |
Corsicana & Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Glacier Peak Capital LLC | 1 | 1 | 0.43% | 1.04% | 1.66% | Q4 2016 | Q1 2019 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.12% | 0.42% | 0.72% | Q4 2016 | Q4 2020 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.00% | 0.10% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
BANK OF STOCKTON | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2018 | Q2 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q4 2014 | Q1 2015 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Honeycomb Asset Management LP | 1 | 1 | 1.13% | 1.70% | 2.28% | Q4 2018 | Q1 2023 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.10% | 0.19% | Q1 2017 | Q1 2017 | 2 |
Advanced Portfolio Management, LLC | 2 | 2 | 3.23% | 3.41% | 3.58% | Q2 2023 | Q3 2023 | 2 |
Lourd Capital, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Leonard Capital Management, Inc. | 2 | 2 | 0.36% | 0.40% | 0.44% | Q3 2014 | Q4 2014 | 2 |
FISHMAN JAY A LTD/MI | 2 | 2 | 0.30% | 0.66% | 1.02% | Q1 2014 | Q2 2014 | 2 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.12% | 0.19% | 0.26% | Q3 2016 | Q2 2020 | 2 |
FrontFour Capital Group LLC | 2 | 2 | 0.17% | 0.35% | 0.54% | Q1 2014 | Q2 2014 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.01% | 0.09% | 0.16% | Q1 2014 | Q2 2014 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.25% | 0.48% | Q2 2016 | Q2 2016 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Jericho Capital Asset Management L.P. | 2 | 2 | 1.83% | 2.22% | 2.61% | Q1 2014 | Q2 2014 | 2 |
SWS Partners | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Arden Trust Co | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Arjuna Capital | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
COUNTRY CLUB BANK /GFN | 2 | 2 | 0.31% | 0.33% | 0.34% | Q1 2022 | Q2 2022 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.14% | 0.27% | 0.41% | Q4 2016 | Q1 2017 | 2 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.24% | 0.54% | 0.84% | Q2 2014 | Q3 2014 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Sculati Wealth Management, LLC | 2 | 2 | 0.33% | 0.54% | 0.75% | Q4 2019 | Q1 2020 | 2 |
HF Advisory Group, LLC | 2 | 2 | 0.70% | 0.77% | 0.84% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Capital Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2015 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
AlphaQ Advisors LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.03% | 0.11% | 0.19% | Q1 2014 | Q2 2015 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.43% | 0.51% | 0.59% | Q2 2021 | Q3 2021 | 2 |
New Millennium Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Private Vista, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.55% | 1.08% | Q3 2013 | Q2 2014 | 2 |
Kovitz Investment Group, LLC | 2 | 2 | 0.69% | 0.84% | 1.00% | Q1 2014 | Q2 2014 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.18% | 0.27% | 0.36% | Q4 2018 | Q1 2019 | 2 |
CFS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Martin Investment Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2018 | 2 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2020 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Forester Capital Management, LTD | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2014 | Q2 2014 | 2 |
Wilson, Kemp & Associates, Inc. | 2 | 2 | 0.66% | 0.74% | 0.82% | Q1 2014 | Q2 2014 | 2 |
NORTHERN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.85% | 0.86% | 0.87% | Q1 2014 | Q2 2014 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.38% | 0.85% | 1.32% | Q1 2014 | Q3 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Benson Investment Management Company, Inc. | 1 | 1 | 2.04% | 2.23% | 2.42% | Q4 2021 | Q3 2022 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
JET CAPITAL INVESTORS L P | 2 | 2 | 2.59% | 3.85% | 5.11% | Q1 2014 | Q2 2014 | 2 |
EagleClaw Capital Managment, LLC | 2 | 2 | 0.15% | 0.27% | 0.39% | Q1 2014 | Q2 2014 | 2 |
MAIRS & POWER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ZWEIG ADVISERS LLC | 2 | 2 | 0.49% | 0.49% | 0.49% | Q4 2015 | Q1 2016 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2014 | 2 |
TOWER BRIDGE ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2015 | 2 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.08% | 0.10% | 0.11% | Q3 2016 | Q2 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
GARDNER LEWIS ASSET MANAGEMENT L P | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.08% | 0.17% | 0.25% | Q1 2020 | Q2 2020 | 2 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.14% | 0.33% | 0.53% | Q2 2014 | Q2 2015 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FORA Capital, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q1 2023 | 2 |
Ativo Capital Management LLC | 2 | 2 | 0.73% | 0.74% | 0.75% | Q1 2014 | Q2 2014 | 2 |
MASON CAPITAL MANAGEMENT LLC | 2 | 2 | 1.85% | 3.83% | 5.80% | Q1 2014 | Q2 2014 | 2 |
XTX Topco Ltd | 1 | 1 | 0.16% | 0.19% | 0.21% | Q2 2022 | Q1 2023 | 2 |
Hayman Capital | 2 | 2 | 0.02% | 0.84% | 1.66% | Q2 2014 | Q3 2014 | 2 |
Gruss Capital Management LP | 2 | 2 | 2.97% | 3.10% | 3.22% | Q2 2014 | Q3 2014 | 2 |
BARINGS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.73% | 0.77% | 0.80% | Q4 2014 | Q1 2015 | 2 |
SMITH HAYES Advisers, Inc | 2 | 2 | 0.07% | 0.19% | 0.32% | Q1 2014 | Q2 2014 | 2 |
BBT Capital Management, LLC | 2 | 2 | 0.29% | 0.64% | 0.98% | Q2 2014 | Q3 2014 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q2 2014 | 2 |
Piscataqua Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
D. SCOTT NEAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.11% | 0.21% | Q4 2017 | Q3 2019 | 2 |
PRINCETON CAPITAL MANAGEMENT INC | 2 | 2 | 0.58% | 1.21% | 1.85% | Q1 2014 | Q2 2014 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.60% | 0.99% | 1.39% | Q3 2021 | Q2 2022 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 2 |
Tufton Capital Management | 1 | 1 | 0.04% | 0.22% | 0.40% | Q1 2014 | Q1 2015 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q4 2017 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.24% | 0.28% | 0.31% | Q4 2017 | Q1 2018 | 2 |
BANCED CORP | 1 | 1 | 0.46% | 0.48% | 0.50% | Q4 2015 | Q2 2016 | 2 |
DREMAN VALUE MANAGEMENT, L L C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Waldron Private Wealth LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Lorber David A | 2 | 2 | 0.17% | 0.37% | 0.57% | Q1 2014 | Q2 2014 | 2 |
ASSET ADVISORS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2022 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Longer Investments Inc. | 1 | 1 | 1.10% | 1.35% | 1.60% | Q1 2016 | Q4 2016 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q3 2015 | 2 |
COWEN INC. | 1 | 1 | 0.16% | 0.55% | 0.93% | Q1 2014 | Q2 2019 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q2 2014 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.16% | 0.20% | 0.23% | Q2 2014 | Q3 2014 | 2 |
CCG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Beutel, Goodman & Co Ltd. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2014 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.80% | 0.81% | 0.81% | Q1 2020 | Q2 2020 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2016 | Q3 2016 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Holistic Financial Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
WP Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Hendershot Investments Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2016 | Q3 2016 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SOL Capital Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Wilmington Trust, National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
F3Logic, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BRIDGER MANAGEMENT, LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q1 2014 | Q1 2014 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
New Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
West Branch Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2014 | Q1 2014 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.69% | 3.69% | 3.69% | Q4 2015 | Q4 2015 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
NKCFO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Costello Asset Management, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q1 2014 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tandem Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bernicke Wealth Management, Ltd. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2014 | Q4 2014 | 1 |
Sound View Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
New World Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2015 | Q2 2015 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SLS MANAGEMENT LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q1 2014 | Q1 2014 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2014 | Q4 2014 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
OMNI PARTNERS LLP | 1 | 1 | 5.32% | 5.32% | 5.32% | Q1 2014 | Q1 2014 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2014 | Q1 2014 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2014 | Q1 2014 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bronson Point Management LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2014 | Q1 2014 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Family Capital Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Adero Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GIOVINE CAPITAL GROUP LLC | 1 | 1 | 4.40% | 4.40% | 4.40% | Q1 2014 | Q1 2014 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Benchmark Capital Advisors | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2014 | Q4 2014 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q1 2014 | Q1 2014 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cowen Investment Management LLC | 1 | 1 | 5.82% | 5.82% | 5.82% | Q3 2019 | Q3 2019 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2014 | Q2 2014 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PERRY CAPITAL | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2014 | Q1 2014 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Mitsubishi UFJ Trust & Banking Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2019 | Q1 2019 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2016 | Q3 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kingstown Capital | 1 | 1 | 5.76% | 5.76% | 5.76% | Q1 2014 | Q1 2014 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Lifestyle Asset Management, Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RAPTOR CAPITAL MANAGEMENT LP | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2014 | Q1 2014 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q1 2014 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Independence Trust CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
Corsair Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Alan B Lancz & Associates, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2014 | Q1 2014 | 1 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Loeb Offshore Management LP | 1 | 1 | 1.46% | 1.46% | 1.46% | Q1 2014 | Q1 2014 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2014 | Q1 2014 | 1 |
TAURUS ASSET MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2014 | Q4 2014 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Werba Rubin Papier Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Wavelength Asset Management LLC | 1 | 1 | 6.32% | 6.32% | 6.32% | Q1 2015 | Q1 2015 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2022 | Q1 2022 | 1 |
Condorcet Global Opportunity Fund, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2014 | Q4 2014 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ruffer LLP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2022 | Q1 2022 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2014 | Q1 2014 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2014 | Q1 2014 | 1 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2014 | Q1 2014 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DEERE & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
PARA ADVISORS LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2014 | Q1 2014 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2014 | Q1 2014 | 1 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Birch Hill Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Research Global Investors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2014 | Q1 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SKBA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
Moon Capital Management, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2019 | Q4 2019 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Sculptor Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
BAILARD, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2016 | Q1 2016 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Nishkama Capital, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
Westchester Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
EAGLE GLOBAL ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2014 | Q1 2014 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clarius Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q1 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
F&C Asset Management plc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CSS LLC/IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2014 | Q1 2014 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q4 2016 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2017 | Q1 2017 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 8.27% | 8.27% | 8.27% | Q1 2014 | Q1 2014 | 1 |
Forward Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
NWAM LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2015 | Q3 2015 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Soros Fund Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2014 | Q1 2014 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
ANGELO GORDON & CO., L.P. | 1 | 1 | 3.28% | 3.28% | 3.28% | Q1 2014 | Q1 2014 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2014 | Q1 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Somerset Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Trust Investment Advisors | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2014 | Q1 2014 | 1 |
Parkwood LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2014 | Q1 2014 | 1 |
Smithwood Advisers, L.P. | 1 | 1 | 2.46% | 2.46% | 2.46% | Q1 2014 | Q1 2014 | 1 |
COHEN LAWRENCE B | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2014 | Q1 2014 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
IBERIABANK CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2019 | Q3 2019 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Forty4 Asset Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2014 | Q1 2014 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2014 | Q1 2014 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MCDANIEL TERRY & CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2020 | Q4 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Diametric Capital, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2015 | Q4 2015 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Heritage Way Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Moreno Evelyn V | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own VODAFONE GROUP PLC NEW or have owned VODAFONE GROUP PLC NEW in the past.