Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 82 |
Citadel Advisors | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 66 |
ROYAL BANK OF CANADA | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 27 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Laird Norton Wetherby Wealth Management, LLC | 27 | 14 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
FIFTH THIRD BANCORP | 22 | 18 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 40 |
SOL Capital Management CO | 40 | 40 | 0.03% | 0.10% | 0.15% | Q4 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 21 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 40 |
TRUIST FINANCIAL CORP | 23 | 16 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 39 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 39 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
COMERICA BANK | 35 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2022 | 36 |
Creative Planning | 33 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.05% | 0.16% | Q2 2015 | Q3 2023 | 34 |
RAYMOND JAMES & ASSOCIATES | 25 | 9 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 34 |
LPL Financial LLC | 31 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
Private Advisor Group, LLC | 28 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 34 |
HighTower Advisors, LLC | 20 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 34 |
SCOUT INVESTMENTS, INC. | 34 | 34 | 0.01% | 0.06% | 0.12% | Q3 2013 | Q4 2021 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 25 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 33 |
Invesco Ltd. | 28 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 33 |
AMERICAN NATIONAL INSURANCE CO | 27 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 33 |
MONTAG A & ASSOCIATES INC | 21 | 12 | 0.00% | 0.12% | 0.70% | Q4 2014 | Q3 2023 | 33 |
First Horizon Advisors, Inc. | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Tower Research Capital LLC (TRC) | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 32 |
GUGGENHEIM CAPITAL LLC | 27 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 32 |
STIFEL FINANCIAL CORP | 23 | 9 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 32 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q4 2020 | 31 |
SIGNATUREFD, LLC | 23 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
D. E. Shaw & Co., Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 31 |
Renaissance Technologies | 24 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 31 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 31 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 27 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 30 |
EATON VANCE MANAGEMENT | 22 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 30 |
FIRST TRUST ADVISORS LP | 28 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 30 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
Mariner, LLC | 18 | 11 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 29 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.06% | 0.30% | Q4 2016 | Q3 2023 | 28 |
PEAK6 Group LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Tortoise Investment Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
BROWN ADVISORY INC | 19 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
Freestone Capital Holdings, LLC | 23 | 1 | 0.00% | 0.24% | 0.53% | Q2 2013 | Q1 2022 | 27 |
Fisher Asset Management, LLC | 21 | 5 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 26 |
HARDING LOEVNER LP | 22 | 4 | 0.00% | 0.97% | 1.66% | Q2 2013 | Q2 2020 | 26 |
Nuveen Asset Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 26 |
MML INVESTORS SERVICES, LLC | 23 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Carroll Financial Associates, Inc. | 22 | 4 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q4 2021 | 26 |
Geneos Wealth Management Inc. | 24 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.10% | 0.29% | Q3 2016 | Q3 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2023 | 25 |
MACQUARIE GROUP LTD | 24 | 1 | 0.00% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 25 |
TD ASSET MANAGEMENT INC | 17 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 25 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 25 |
NEXT Financial Group, Inc | 13 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 25 |
World Asset Management Inc | 25 | 25 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q2 2019 | 25 |
ASSETMARK, INC | 19 | 1 | 0.00% | 0.04% | 0.25% | Q3 2013 | Q4 2021 | 25 |
Glassman Wealth Services | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
JFS WEALTH ADVISORS, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
TORONTO DOMINION BANK | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2019 | 25 |
BRANDES INVESTMENT PARTNERS, LP | 25 | 25 | 0.02% | 0.76% | 1.42% | Q3 2017 | Q3 2023 | 25 |
ETRADE Capital Management LLC | 24 | 24 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q1 2019 | 24 |
Mawer Investment Management Ltd. | 24 | 24 | 0.01% | 0.08% | 0.21% | Q4 2013 | Q3 2019 | 24 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q3 2023 | 24 |
Mondrian Investment Partners LTD | 24 | 24 | 0.44% | 1.01% | 1.40% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 24 | 24 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 24 | 24 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2019 | 24 |
STATE STREET CORP | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 24 |
Archford Capital Strategies, LLC | 8 | 4 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 24 |
FMR LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.11% | 0.36% | 0.90% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
KEYBANK NATIONAL ASSOCIATION/OH | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2018 | 23 |
Morningstar Investment Services LLC | 12 | 11 | 0.08% | 0.47% | 1.36% | Q4 2017 | Q3 2023 | 23 |
BEACON FINANCIAL GROUP | 23 | 23 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 23 |
PRICE T ROWE ASSOCIATES INC /MD/ | 18 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
SeaBridge Investment Advisors LLC | 23 | 23 | 0.10% | 0.29% | 0.38% | Q2 2013 | Q4 2018 | 23 |
Investors Research Corp | 23 | 23 | 0.11% | 0.25% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 11 | 5 | 0.01% | 0.09% | 0.23% | Q3 2015 | Q2 2021 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 22 |
DELPHI MANAGEMENT INC /MA/ | 17 | 5 | 1.00% | 1.48% | 2.68% | Q1 2013 | Q3 2018 | 22 |
KLINGENSTEIN FIELDS & CO LP | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2018 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.02% | 0.06% | 0.17% | Q2 2016 | Q3 2021 | 22 |
HSBC HOLDINGS PLC | 15 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2018 | 22 |
Winslow, Evans & Crocker, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Forward Management, LLC | 22 | 22 | 0.24% | 0.50% | 0.75% | Q2 2013 | Q3 2018 | 22 |
TWO SIGMA ADVISERS, LP | 20 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2021 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2019 | 21 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q2 2023 | 21 |
BOKF, NA | 15 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 21 |
Sky Investment Group LLC | 21 | 21 | 0.41% | 1.01% | 1.24% | Q3 2013 | Q3 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 12 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2018 | 21 |
FDx Advisors, Inc. | 19 | 2 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q2 2019 | 21 |
Advisors Asset Management, Inc. | 18 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 21 |
SUNTRUST BANKS INC | 12 | 9 | 0.00% | 0.03% | 0.42% | Q3 2013 | Q3 2019 | 21 |
CWM, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
HOWE & RUSLING INC | 10 | 4 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q2 2019 | 20 |
Cubist Systematic Strategies, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TODD ASSET MANAGEMENT LLC | 9 | 3 | 0.01% | 0.32% | 0.66% | Q2 2013 | Q3 2023 | 20 |
EARNEST PARTNERS LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
KCS Wealth Advisory | 19 | 19 | 0.15% | 0.38% | 0.70% | Q4 2017 | Q2 2022 | 19 |
WRIGHT INVESTORS SERVICE INC | 19 | 19 | 0.10% | 1.26% | 1.88% | Q2 2013 | Q4 2017 | 19 |
PITCAIRN CO | 19 | 19 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q4 2017 | 19 |
First Personal Financial Services | 18 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2019 | 19 |
ADVISOR PARTNERS LLC | 10 | 2 | 0.02% | 0.07% | 0.15% | Q3 2013 | Q2 2022 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2018 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 19 |
ProVise Management Group, LLC | 11 | 3 | 0.03% | 0.55% | 1.12% | Q1 2018 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 18 |
FEDERATED HERMES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 18 |
Cornerstone Advisors, Inc. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
EAGLE GLOBAL ADVISORS LLC | 18 | 18 | 0.07% | 0.15% | 0.23% | Q2 2019 | Q3 2023 | 18 |
Russell Investments Group, Ltd. | 13 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 18 |
Pacer Advisors, Inc. | 11 | 1 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q3 2022 | 18 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.07% | 0.50% | 0.76% | Q2 2019 | Q3 2023 | 18 |
LEVIN CAPITAL STRATEGIES, L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Balentine LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 18 |
BB&T SECURITIES, LLC | 9 | 8 | 0.01% | 0.03% | 0.09% | Q2 2014 | Q3 2019 | 17 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 17 |
GREENLEAF TRUST | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 17 |
VANGUARD GROUP INC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 17 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 3 | 0.03% | 0.13% | 0.23% | Q2 2013 | Q1 2018 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.18% | 0.30% | Q2 2013 | Q2 2017 | 17 |
CIBC Asset Management Inc | 13 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 1 | 0.00% | 0.07% | 0.14% | Q3 2015 | Q4 2019 | 17 |
BEACH INVESTMENT COUNSEL INC/PA | 17 | 17 | 0.03% | 0.23% | 0.73% | Q3 2015 | Q3 2019 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.03% | 0.16% | Q1 2017 | Q1 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
WealthTrust-Arizona, LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2018 | 17 |
Ellevest, Inc. | 16 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 16 |
Private Capital Group, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 16 |
BOSTON FAMILY OFFICE LLC | 16 | 16 | 0.04% | 0.12% | 0.17% | Q2 2013 | Q1 2017 | 16 |
Rockefeller Capital Management L.P. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 16 |
Greenbrier Partners Capital Management, LLC | 16 | 16 | 1.95% | 4.07% | 6.23% | Q2 2013 | Q1 2017 | 16 |
Cable Hill Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 16 |
Sequoia Financial Advisors, LLC | 14 | 2 | 0.00% | 0.12% | 0.31% | Q2 2014 | Q2 2023 | 16 |
Parkside Financial Bank & Trust | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 16 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q2 2023 | 16 |
Sawyer & Company, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
BBVA USA Bancshares, Inc. | 15 | 15 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q4 2016 | 15 |
Financial Architects, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GRANDFIELD & DODD, LLC | 15 | 15 | 0.02% | 0.41% | 1.32% | Q4 2017 | Q2 2021 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Cutler Group LLC / CA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 15 |
INTRUST BANK NA | 13 | 2 | 0.03% | 0.14% | 0.25% | Q1 2014 | Q2 2023 | 15 |
People's United Financial, Inc. | 15 | 15 | 0.01% | 0.09% | 0.13% | Q2 2013 | Q4 2016 | 15 |
ClearBridge Investments | 12 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q4 2016 | 15 |
Checchi Capital Advisers, LLC | 13 | 1 | 0.02% | 0.06% | 0.09% | Q3 2014 | Q4 2021 | 15 |
CAMBIAR INVESTORS LLC | 15 | 15 | 0.00% | 0.68% | 1.55% | Q1 2013 | Q3 2016 | 15 |
RHUMBLINE ADVISERS | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2019 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.01% | 0.21% | 0.55% | Q3 2016 | Q3 2023 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 6 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q2 2020 | 14 |
SALEM INVESTMENT COUNSELORS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 2.53% | 3.05% | 3.41% | Q2 2013 | Q3 2016 | 14 |
JANUS HENDERSON GROUP PLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2021 | 14 |
Susquehanna International Securities, Ltd. | 7 | 3 | 0.06% | 1.36% | 4.64% | Q4 2018 | Q2 2021 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 14 |
Column Capital Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Voya Financial Advisors, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 14 |
Joel Isaacson & Co., LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 14 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Sterling Capital Management LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2017 | 13 |
Callahan Advisors, LLC | 13 | 13 | 0.18% | 0.24% | 0.31% | Q1 2019 | Q1 2022 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.56% | 1.65% | Q2 2017 | Q2 2020 | 13 |
Ethic Inc. | 13 | 13 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
KING LUTHER CAPITAL MANAGEMENT CORP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 13 |
Ruane, Cunniff & Goldfarb | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Janney Montgomery Scott LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2023 | 13 |
Valeo Financial Advisors, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 13 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
Ativo Capital Management LLC | 13 | 13 | 0.20% | 0.62% | 1.27% | Q2 2013 | Q2 2016 | 13 |
NorthCoast Asset Management LLC | 6 | 3 | 0.01% | 0.10% | 0.25% | Q1 2017 | Q3 2021 | 13 |
Rathbones Group PLC | 12 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2016 | 13 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Manchester Capital Management LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 9 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 13 |
NewEdge Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 12 | 12 | 0.01% | 0.14% | 0.31% | Q3 2014 | Q2 2017 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Atria Investments, Inc | 8 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2017 | 12 |
PINNACLE ASSOCIATES LTD | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2017 | 12 |
Cambridge Investment Research Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 12 |
Steward Partners Investment Advisory, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 12 |
Point View Wealth Management, Inc. | 10 | 2 | 0.11% | 0.18% | 0.27% | Q4 2017 | Q4 2020 | 12 |
Citizens Business Bank | 7 | 5 | 0.10% | 0.22% | 0.36% | Q4 2013 | Q2 2017 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.30% | 0.40% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Azimuth Capital Management LLC | 12 | 12 | 0.12% | 0.29% | 0.44% | Q1 2015 | Q4 2017 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.08% | 0.14% | Q4 2016 | Q2 2019 | 11 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2022 | 11 |
Lapides Asset Management, LLC | 11 | 11 | 0.17% | 0.36% | 0.63% | Q3 2017 | Q1 2020 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bogart Wealth, LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2021 | 11 |
NICHOLAS COMPANY, INC. | 11 | 11 | 0.18% | 0.21% | 0.26% | Q3 2014 | Q1 2017 | 11 |
Zions Bancorporation | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
WFG Advisors, LP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
MARIETTA INVESTMENT PARTNERS LLC | 8 | 3 | 0.12% | 0.22% | 0.30% | Q3 2013 | Q3 2016 | 11 |
LEUTHOLD GROUP, LLC | 5 | 1 | 0.26% | 0.66% | 1.05% | Q2 2013 | Q2 2023 | 11 |
OFI Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2015 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Argent Trust Co | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q1 2023 | 11 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 11 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q1 2017 | 11 |
HBK INVESTMENTS L P | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 11 |
East Coast Asset Management, LLC. | 11 | 11 | 0.18% | 0.22% | 0.26% | Q2 2013 | Q4 2015 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q2 2022 | 11 |
AMG National Trust Bank | 11 | 11 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q2 2023 | 11 |
Plante Moran Financial Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2019 | 11 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 11 |
AdvisorNet Financial, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 10 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 10 |
Ballentine Partners, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Apex Capital Management | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2016 | 10 |
Alberta Investment Management Corp | 5 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 10 |
First PREMIER Bank | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.13% | 0.30% | Q2 2018 | Q2 2021 | 10 |
Tweedy, Browne Co LLC | 10 | 10 | 0.27% | 0.44% | 0.54% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2019 | 10 |
Lenox Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2019 | 10 |
COMERICA SECURITIES INC | 10 | 10 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q3 2018 | 10 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q2 2017 | 10 |
Allianz Asset Management GmbH | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2017 | 10 |
Greylin Investment Management, Inc | 7 | 1 | 0.10% | 0.32% | 0.56% | Q3 2017 | Q2 2020 | 10 |
First Allied Advisory Services, Inc. | 7 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 10 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2020 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.05% | 0.05% | Q1 2020 | Q2 2022 | 10 |
Whitnell & Co. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 10 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q2 2015 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
Banco de Sabadell, S.A | 9 | 9 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q4 2019 | 9 |
CITY HOLDING CO | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 9 |
Fiera Capital Corp | 9 | 9 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2017 | 9 |
Optiver Holding B.V. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
THOMAS WHITE INTERNATIONAL LTD | 9 | 9 | 0.37% | 0.53% | 0.69% | Q3 2017 | Q3 2019 | 9 |
Cardinal Capital Management, Inc. | 9 | 9 | 0.00% | 0.40% | 0.58% | Q1 2017 | Q1 2019 | 9 |
HALL LAURIE J TRUSTEE | 9 | 9 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q4 2019 | 9 |
Capital International Investors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
STRS OHIO | 8 | 1 | 0.02% | 0.05% | 0.10% | Q3 2014 | Q4 2017 | 9 |
HARTWELL J M LIMITED PARTNERSHIP | 9 | 9 | 0.10% | 0.12% | 0.13% | Q4 2014 | Q4 2016 | 9 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2019 | 9 |
HARRIS ASSOCIATES L P | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 9 |
Veritable, L.P. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2015 | 9 |
Epoch Investment Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2016 | 9 |
Mork Capital Management, LLC | 5 | 4 | 0.69% | 0.75% | 0.82% | Q4 2015 | Q4 2019 | 9 |
Avior Wealth Management, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
SRS Capital Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 9 |
Avalon Investment & Advisory | 6 | 3 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q1 2020 | 9 |
GENESEE VALLEY TRUST CO | 9 | 9 | 0.15% | 0.22% | 0.26% | Q2 2014 | Q2 2016 | 9 |
Dorsey Wright & Associates | 5 | 3 | 0.02% | 0.10% | 0.19% | Q4 2013 | Q2 2016 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
PARADIGM ASSET MANAGEMENT CO LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
SANTA MONICA PARTNERS LP | 8 | 8 | 1.56% | 2.15% | 3.08% | Q4 2017 | Q3 2019 | 8 |
AMERICAN CENTURY COMPANIES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
WHEATLAND ADVISORS INC | 8 | 8 | 0.63% | 0.72% | 0.80% | Q1 2018 | Q4 2019 | 8 |
BRINKER CAPITAL INC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q4 2018 | 8 |
BlackRock Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
LORD, ABBETT & CO. LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q2 2016 | Q1 2018 | 8 |
AMP Capital Investors Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 8 |
WESPAC Advisors SoCal, LLC | 8 | 8 | 0.04% | 0.10% | 0.15% | Q2 2016 | Q1 2018 | 8 |
FNY Investment Advisers, LLC | 3 | 1 | 0.06% | 0.24% | 0.56% | Q2 2018 | Q3 2022 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Harbour Capital Advisors, LLC | 7 | 1 | 0.00% | 0.47% | 0.67% | Q2 2013 | Q1 2017 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
TEACHERS ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Strategic Global Advisors, LLC | 8 | 8 | 0.08% | 0.10% | 0.14% | Q4 2016 | Q3 2018 | 8 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2019 | 8 |
CARDEROCK CAPITAL MANAGEMENT INC | 7 | 1 | 0.00% | 0.72% | 1.28% | Q1 2014 | Q4 2016 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2016 | 8 |
Anchor Investment Management, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q2 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Asset Dedication, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 8 |
FIRST MANHATTAN CO. LLC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Parallax Volatility Advisers, L.P. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 7 |
ABNER HERRMAN & BROCK LLC | 6 | 1 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q2 2017 | 7 |
OLD NATIONAL BANCORP /IN/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2016 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
SCHWARTZ INVESTMENT COUNSEL INC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q2 2016 | Q4 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.14% | 0.18% | 0.20% | Q2 2013 | Q4 2014 | 7 |
CENTRAL TRUST Co | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 7 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 7 |
Center for Financial Planning, Inc. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Liberty Mutual Group Asset Management Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 7 |
Euclid Advisors LLC | 7 | 7 | 0.12% | 1.48% | 5.37% | Q2 2015 | Q4 2016 | 7 |
Cerity Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 7 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.06% | 0.11% | Q4 2016 | Q2 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Salient Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 7 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2017 | 7 |
OneDigital Investment Advisors LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2019 | 7 |
Clean Yield Group | 7 | 7 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
RUSSELL FRANK CO/ | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 7 |
FRANKLIN RESOURCES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Stanley Capital Management, LLC | 7 | 7 | 2.19% | 2.41% | 2.62% | Q1 2020 | Q3 2021 | 7 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 3 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
HighTower Trust Company, N.A. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q2 2017 | 7 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.07% | 0.13% | 0.18% | Q2 2015 | Q1 2017 | 6 |
BSW Wealth Partners | 4 | 2 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 6 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 6 |
HERNDON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q4 2018 | 6 |
Koss-Olinger Consulting, LLC | 6 | 6 | 0.04% | 0.12% | 0.19% | Q1 2021 | Q2 2022 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2021 | 6 |
West Coast Financial LLC | 5 | 1 | 0.05% | 0.17% | 0.41% | Q2 2016 | Q3 2018 | 6 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.02% | 0.09% | Q2 2020 | Q1 2022 | 6 |
PARK AVENUE SECURITIES LLC | 6 | 6 | 0.02% | 0.08% | 0.14% | Q2 2016 | Q3 2017 | 6 |
RELIANCE TRUST CO OF DELAWARE | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q2 2016 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2015 | 6 |
BTC Capital Management, Inc. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q4 2016 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Van Cleef Asset Management,Inc | 5 | 1 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q2 2019 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 0.07% | 0.08% | 0.12% | Q2 2014 | Q3 2015 | 6 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q3 2015 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
ORRSTOWN FINANCIAL SERVICES INC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2018 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2020 | 5 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 5 |
Balter Liquid Alternatives, LLC | 5 | 5 | 0.10% | 0.23% | 0.45% | Q4 2017 | Q4 2018 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2019 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MARSHALL & SULLIVAN INC /WA/ | 2 | 1 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q4 2022 | 5 |
SEI TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
EAGLE ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 5 |
WHITTIER TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 5 |
Fairpointe Capital LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.15% | 0.19% | 0.30% | Q3 2022 | Q3 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 5 |
FINANCIAL COUNSELORS INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
CKW FINANCIAL GROUP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Fieldpoint Private Securities, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2017 | Q3 2018 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
WASHINGTON TRUST BANK | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2016 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q4 2018 | 5 |
EVOKE WEALTH, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 5 |
1st Global Advisors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2016 | 5 |
BANCED CORP | 3 | 2 | 0.27% | 0.29% | 0.31% | Q1 2014 | Q2 2015 | 5 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.07% | 0.12% | Q1 2015 | Q4 2022 | 5 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q3 2022 | 5 |
CULLINAN ASSOCIATES INC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2016 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 5 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2019 | 5 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.08% | Q1 2017 | Q2 2023 | 5 |
EQUITY INVESTMENT CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
DONALDSON CAPITAL MANAGEMENT, LLC | 5 | 5 | 1.71% | 1.89% | 2.21% | Q2 2016 | Q2 2017 | 5 |
Edge Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Capricorn Fund Managers Ltd | 3 | 2 | 0.10% | 0.14% | 0.20% | Q1 2022 | Q2 2023 | 5 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 5 |
Blue Trust, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2020 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2021 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 4 |
Hoxton Financial, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2015 | Q1 2016 | 4 |
Poehling Capital Management, INC. | 4 | 4 | 0.61% | 0.63% | 0.65% | Q2 2020 | Q1 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Horizon Kinetics | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2019 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.16% | 0.24% | Q2 2019 | Q1 2021 | 4 |
BAR HARBOR TRUST SERVICES | 4 | 4 | 2.50% | 3.02% | 3.69% | Q1 2019 | Q4 2019 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Blueshift Asset Management, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q1 2021 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.03% | 0.11% | Q2 2014 | Q2 2022 | 4 |
THORNBURG INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.06% | 0.09% | Q2 2017 | Q1 2018 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 4 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MIDAS MANAGEMENT CORP | 4 | 4 | 0.14% | 0.87% | 1.16% | Q4 2017 | Q3 2018 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 0.29% | 1.26% | 1.65% | Q2 2019 | Q1 2020 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.55% | 0.62% | 0.70% | Q4 2017 | Q3 2018 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
ASPIRIANT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 4 |
CLARK ESTATES INC/NY | 4 | 4 | 0.33% | 1.86% | 3.25% | Q4 2017 | Q3 2018 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Granahan Investment Management | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2017 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
SIT INVESTMENT ASSOCIATES INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Manning & Napier Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
GRIFFIN ASSET MANAGEMENT, INC. | 4 | 4 | 0.14% | 0.18% | 0.23% | Q1 2019 | Q4 2019 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
MONECO Advisors, LLC | 4 | 4 | 1.09% | 1.20% | 1.29% | Q1 2019 | Q4 2019 | 4 |
Boston Trust Walden Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 4 |
Horizon Investments, LLC | 2 | 1 | 0.03% | 0.08% | 0.14% | Q2 2018 | Q1 2021 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q1 2019 | 3 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2018 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q4 2017 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.47% | 0.52% | 0.55% | Q1 2018 | Q3 2018 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Paragon Capital Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.15% | Q1 2015 | Q1 2017 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
Sugarloaf Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.10% | 0.12% | 0.15% | Q2 2019 | Q4 2019 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FNY Partners Fund LP | 2 | 1 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q1 2018 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
SENTINEL ASSET MANAGEMENT, INC. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q1 2014 | 3 |
Nichols Asset Management LLC | 3 | 3 | 1.02% | 1.04% | 1.05% | Q2 2016 | Q4 2016 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Lebenthal Holdings,LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q1 2016 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 3 | 0.22% | 0.23% | 0.23% | Q1 2014 | Q3 2014 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q4 2022 | 3 |
Frontier Wealth Management LLC | 2 | 1 | 0.09% | 0.18% | 0.24% | Q4 2017 | Q3 2018 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
WRAPMANAGER INC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q4 2015 | Q2 2016 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Integrated Investment Consultants, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q1 2018 | 3 |
MAR VISTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Well Done, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q4 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q2 2018 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Saturna Capital CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
NKCFO LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q1 2017 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capital Research Global Investors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
HHM Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.06% | 0.08% | 0.08% | Q4 2013 | Q2 2015 | 3 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 3 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
White Lighthouse Investment Management Inc. | 3 | 3 | 0.12% | 0.13% | 0.13% | Q2 2019 | Q4 2019 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2018 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 3 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.06% | 0.26% | 0.46% | Q4 2014 | Q1 2015 | 2 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Hudson Portfolio Management LLC | 2 | 2 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q3 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2017 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Private Wealth Strategies, L.L.C. | 2 | 2 | 0.17% | 0.22% | 0.27% | Q4 2019 | Q1 2020 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Crestline Management, LP | 2 | 2 | 0.10% | 0.12% | 0.15% | Q4 2017 | Q1 2018 | 2 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 2 |
COMMERCE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q1 2017 | 2 |
Inlet Private Wealth, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2019 | Q3 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.19% | 0.37% | 0.54% | Q1 2015 | Q1 2017 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
Human Investing LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
Latitude Advisors, LLC | 1 | 1 | 0.05% | 0.12% | 0.18% | Q4 2020 | Q1 2022 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.31% | 0.37% | 0.44% | Q4 2016 | Q4 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.17% | 0.27% | Q4 2018 | Q1 2019 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.50% | 0.61% | 0.71% | Q2 2014 | Q3 2014 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2021 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.56% | 0.62% | 0.68% | Q2 2023 | Q3 2023 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2014 | Q1 2015 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.06% | 0.11% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Tradewinds Global Investors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2014 | 2 |
Vulcan Value Partners, LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q3 2017 | Q4 2017 | 2 |
MATRIX ASSET ADVISORS INC/NY | 2 | 2 | 0.44% | 0.46% | 0.48% | Q3 2017 | Q4 2017 | 2 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cairn Investment Group, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2014 | Q1 2014 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2013 | Q2 2013 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SG3 Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2015 | Q1 2015 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Value Partners Investments Inc. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2020 | Q2 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Standard Family Office LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Peoples Bank/KS | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Jump Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
StoneX Group Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SAL Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Beach Investment Management, LLC. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2016 | Q4 2016 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit X, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Qtron Investments LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Caprock Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own WPP PLC NEW or have owned WPP PLC NEW in the past.