Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 95 |
Citadel Advisors | 32 | 1 | 0.00% | 0.00% | 0.05% | Q2 2015 | Q3 2023 | 86 |
Walleye Trading LLC | 23 | 10 | 0.00% | 0.01% | 0.08% | Q2 2015 | Q3 2023 | 75 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 66 |
TWO SIGMA INVESTMENTS, LP | 24 | 1 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q3 2023 | 58 |
GOLDMAN SACHS GROUP INC | 34 | 34 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 57 |
Cutler Group LLC / CA | 18 | 5 | 0.00% | 0.00% | 0.07% | Q4 2015 | Q3 2021 | 56 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 51 |
Parallax Volatility Advisers, L.P. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 46 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.04% | Q2 2015 | Q3 2023 | 45 |
PEAK6 Investments LLC | 15 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 44 |
HSBC HOLDINGS PLC | 34 | 34 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 42 |
BARCLAYS PLC | 34 | 34 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q3 2023 | 41 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 39 |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 39 |
Nuveen Asset Management, LLC | 34 | 34 | 0.00% | 0.07% | 0.22% | Q2 2015 | Q3 2023 | 39 |
CREDIT SUISSE AG/ | 34 | 34 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 38 |
MILLENNIUM MANAGEMENT LLC | 16 | 2 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 35 |
DEUTSCHE BANK AG\ | 34 | 34 | 0.00% | 0.33% | 0.61% | Q2 2015 | Q3 2023 | 35 |
BNP PARIBAS FINANCIAL MARKETS | 33 | 33 | 0.00% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 35 |
Somerset Trust Co | 35 | 35 | 0.27% | 0.98% | 1.68% | Q2 2015 | Q4 2023 | 35 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 34 | 34 | 0.03% | 0.05% | 0.06% | Q2 2015 | Q3 2023 | 34 |
INVESTMENT HOUSE LLC | 34 | 34 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 34 |
THOMPSON SIEGEL & WALMSLEY LLC | 34 | 34 | 0.00% | 0.25% | 0.81% | Q2 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 34 | 34 | 0.04% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 34 |
ProShare Advisors LLC | 34 | 34 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Financial Planning & Information Services, Inc. | 34 | 34 | 0.91% | 1.62% | 2.74% | Q2 2015 | Q3 2023 | 34 |
Daiwa Securities Group Inc. | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 34 | 34 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Sumitomo Mitsui Trust Holdings, Inc. | 34 | 34 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 34 |
Mitsubishi UFJ Asset Management Co., Ltd. | 34 | 34 | 0.05% | 0.08% | 0.10% | Q2 2015 | Q3 2023 | 34 |
St. Johns Investment Management Company, LLC | 34 | 34 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Neuberger Berman Group LLC | 34 | 34 | 0.06% | 0.15% | 0.33% | Q2 2015 | Q3 2023 | 34 |
COURIER CAPITAL LLC | 34 | 34 | 0.04% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 34 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 34 | 34 | 0.07% | 0.09% | 0.14% | Q2 2015 | Q3 2023 | 34 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 34 | 34 | 0.03% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
NISA INVESTMENT ADVISORS, LLC | 34 | 34 | 0.13% | 0.21% | 0.28% | Q2 2015 | Q3 2023 | 34 |
NATIXIS ADVISORS, L.P. | 34 | 34 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
PARSONS CAPITAL MANAGEMENT INC/RI | 34 | 34 | 0.16% | 0.25% | 0.35% | Q2 2015 | Q3 2023 | 34 |
Smithfield Trust Co | 34 | 34 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
Sandy Spring Bank | 34 | 34 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Avior Wealth Management, LLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
HARTFORD INVESTMENT MANAGEMENT CO | 34 | 34 | 0.06% | 0.08% | 0.11% | Q2 2015 | Q3 2023 | 34 |
SMITH, MOORE & CO. | 34 | 34 | 0.05% | 0.10% | 0.22% | Q2 2015 | Q3 2023 | 34 |
AMALGAMATED BANK | 34 | 34 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Kentucky Retirement Systems Insurance Trust Fund | 34 | 34 | 0.07% | 0.10% | 0.13% | Q2 2015 | Q3 2023 | 34 |
TWIN CAPITAL MANAGEMENT INC | 34 | 34 | 0.14% | 0.24% | 0.36% | Q2 2015 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 34 | 34 | 0.07% | 0.15% | 0.28% | Q2 2015 | Q3 2023 | 34 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 34 | 34 | 0.01% | 0.06% | 1.01% | Q2 2015 | Q3 2023 | 34 |
VOYA INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Asset Management One Co., Ltd. | 34 | 34 | 0.02% | 0.09% | 0.15% | Q2 2015 | Q3 2023 | 34 |
MAIRS & POWER INC | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Invesco Ltd. | 34 | 34 | 0.01% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 34 |
CAMBRIDGE TRUST CO | 34 | 34 | 0.27% | 0.46% | 0.74% | Q2 2015 | Q3 2023 | 34 |
LS Investment Advisors, LLC | 34 | 34 | 0.04% | 0.10% | 0.17% | Q2 2015 | Q3 2023 | 34 |
GREAT LAKES ADVISORS, LLC | 34 | 34 | 0.01% | 0.05% | 0.23% | Q2 2015 | Q3 2023 | 34 |
D.A. DAVIDSON & CO. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
MILLER HOWARD INVESTMENTS INC /NY | 34 | 34 | 0.02% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 34 | 34 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q3 2023 | 34 |
GABELLI FUNDS LLC | 34 | 34 | 0.29% | 0.41% | 0.60% | Q2 2015 | Q3 2023 | 34 |
COMMERCE BANK | 34 | 34 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q3 2023 | 34 |
S&CO INC | 34 | 34 | 0.29% | 0.37% | 0.53% | Q2 2015 | Q3 2023 | 34 |
BLAIR WILLIAM & CO/IL | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 34 | 34 | 0.02% | 0.13% | 0.44% | Q2 2015 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 34 | 0.06% | 0.09% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Korea Investment CORP | 34 | 34 | 0.02% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.07% | 0.10% | 0.17% | Q2 2015 | Q3 2023 | 34 |
MORGAN STANLEY | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
SENTRY INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.03% | 0.08% | 0.13% | Q2 2015 | Q3 2023 | 34 |
Swiss National Bank | 34 | 34 | 0.06% | 0.12% | 0.18% | Q2 2015 | Q3 2023 | 34 |
APG Asset Management N.V. | 34 | 34 | 0.01% | 0.14% | 0.26% | Q2 2015 | Q3 2023 | 34 |
National Pension Service | 34 | 34 | 0.05% | 0.10% | 0.13% | Q2 2015 | Q3 2023 | 34 |
ALTA CAPITAL MANAGEMENT LLC/ | 34 | 34 | 0.08% | 0.11% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Brown Capital Management | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 34 | 34 | 0.02% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 34 |
UBS Group AG | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 34 |
Wealth Architects, LLC | 34 | 34 | 0.07% | 0.11% | 0.18% | Q2 2015 | Q3 2023 | 34 |
PANAGORA ASSET MANAGEMENT INC | 34 | 34 | 0.01% | 0.05% | 0.29% | Q2 2015 | Q3 2023 | 34 |
EARNEST PARTNERS LLC | 34 | 34 | 0.06% | 0.36% | 0.56% | Q2 2015 | Q3 2023 | 34 |
Cincinnati Specialty Underwriters Insurance CO | 34 | 34 | 2.92% | 4.82% | 7.65% | Q2 2015 | Q3 2023 | 34 |
TORONTO DOMINION BANK | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 34 | 34 | 0.03% | 0.05% | 0.15% | Q2 2015 | Q3 2023 | 34 |
BAHL & GAYNOR INC | 34 | 34 | 0.56% | 1.22% | 2.27% | Q2 2015 | Q3 2023 | 34 |
KCM INVESTMENT ADVISORS LLC | 34 | 34 | 0.09% | 0.23% | 0.41% | Q2 2015 | Q3 2023 | 34 |
WealthTrust Axiom LLC | 34 | 34 | 0.07% | 0.11% | 0.15% | Q2 2015 | Q3 2023 | 34 |
ALLIANCEBERNSTEIN L.P. | 34 | 34 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 34 | 34 | 0.06% | 0.08% | 0.11% | Q2 2015 | Q3 2023 | 34 |
Stratos Wealth Partners, LTD. | 34 | 34 | 0.04% | 0.14% | 0.21% | Q2 2015 | Q3 2023 | 34 |
GATEWAY INVESTMENT ADVISERS LLC | 34 | 34 | 0.09% | 0.36% | 0.53% | Q2 2015 | Q3 2023 | 34 |
MARIETTA INVESTMENT PARTNERS LLC | 34 | 34 | 0.21% | 0.36% | 0.66% | Q2 2015 | Q3 2023 | 34 |
UBS ASSET MANAGEMENT AMERICAS INC | 34 | 34 | 0.04% | 0.12% | 0.24% | Q2 2015 | Q3 2023 | 34 |
Highlander Capital Management, LLC | 34 | 34 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
RHUMBLINE ADVISERS | 34 | 34 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q3 2023 | 34 |
State of Tennessee, Treasury Department | 34 | 34 | 0.02% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 34 |
STATE OF WISCONSIN INVESTMENT BOARD | 34 | 34 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Magellan Asset Management Ltd | 34 | 34 | 0.07% | 2.18% | 5.42% | Q2 2015 | Q3 2023 | 34 |
FIRST TRUST ADVISORS LP | 34 | 34 | 0.04% | 0.10% | 0.18% | Q2 2015 | Q3 2023 | 34 |
PRINCIPAL FINANCIAL GROUP INC | 34 | 34 | 0.03% | 0.11% | 0.17% | Q2 2015 | Q3 2023 | 34 |
MOGY JOEL R INVESTMENT COUNSEL INC | 34 | 34 | 0.11% | 0.18% | 0.31% | Q2 2015 | Q3 2023 | 34 |
ROCKLAND TRUST CO | 34 | 34 | 0.03% | 0.15% | 1.93% | Q2 2015 | Q3 2023 | 34 |
PROFUND ADVISORS LLC | 34 | 34 | 0.04% | 0.08% | 0.13% | Q2 2015 | Q3 2023 | 34 |
Robeco Institutional Asset Management B.V. | 34 | 34 | 0.01% | 0.07% | 0.14% | Q2 2015 | Q3 2023 | 34 |
MACQUARIE GROUP LTD | 34 | 34 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
LVW Advisors, LLC | 34 | 34 | 0.51% | 0.81% | 1.06% | Q2 2015 | Q3 2023 | 34 |
SPC Financial, Inc. | 34 | 34 | 0.05% | 0.10% | 0.16% | Q2 2015 | Q3 2023 | 34 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 34 | 34 | 0.02% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 34 |
PRUDENTIAL FINANCIAL INC | 34 | 34 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
OPPENHEIMER & CO INC | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
AVIVA PLC | 34 | 34 | 0.00% | 0.09% | 0.16% | Q2 2015 | Q3 2023 | 34 |
STRS OHIO | 34 | 34 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 34 | 34 | 0.04% | 0.09% | 0.13% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 34 |
KBC Group NV | 34 | 34 | 0.01% | 0.02% | 0.12% | Q2 2015 | Q3 2023 | 34 |
WEDBUSH SECURITIES INC | 34 | 34 | 0.03% | 0.09% | 0.28% | Q2 2015 | Q3 2023 | 34 |
HENNESSY ADVISORS INC | 34 | 34 | 1.12% | 1.51% | 2.34% | Q2 2015 | Q3 2023 | 34 |
PRICE T ROWE ASSOCIATES INC /MD/ | 34 | 34 | 0.01% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 34 |
SEGALL BRYANT & HAMILL, LLC | 34 | 34 | 0.12% | 0.17% | 0.24% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
CONNING INC. | 34 | 34 | 0.04% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
WESTWOOD HOLDINGS GROUP INC | 34 | 34 | 0.09% | 0.74% | 1.02% | Q2 2015 | Q3 2023 | 34 |
CARRET ASSET MANAGEMENT, LLC | 34 | 34 | 0.05% | 0.09% | 0.13% | Q2 2015 | Q3 2023 | 34 |
ASSOCIATED BANC-CORP | 34 | 34 | 0.06% | 0.11% | 0.18% | Q2 2015 | Q3 2023 | 34 |
SIT INVESTMENT ASSOCIATES INC | 34 | 34 | 0.09% | 0.23% | 1.04% | Q2 2015 | Q3 2023 | 34 |
Legal & General Group Plc | 34 | 34 | 0.09% | 0.13% | 0.18% | Q2 2015 | Q3 2023 | 34 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 34 | 34 | 0.04% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Retirement Systems of Alabama | 34 | 34 | 0.03% | 0.08% | 0.20% | Q2 2015 | Q3 2023 | 34 |
AQR Capital Management | 34 | 34 | 0.01% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 34 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 34 | 34 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 34 | 34 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
DEARBORN PARTNERS LLC | 34 | 34 | 1.07% | 1.59% | 2.15% | Q2 2015 | Q3 2023 | 34 |
COUNTRY TRUST BANK | 34 | 34 | 0.01% | 0.10% | 0.76% | Q3 2015 | Q4 2023 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.07% | 0.08% | 0.12% | Q2 2015 | Q3 2023 | 34 |
Louisiana State Employees Retirement System | 34 | 34 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 34 |
NORDEA INVESTMENT MANAGEMENT AB | 34 | 34 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q3 2023 | 34 |
WATERS PARKERSON & CO., LLC | 34 | 34 | 0.01% | 0.09% | 0.16% | Q2 2015 | Q3 2023 | 34 |
TEXAS PERMANENT SCHOOL FUND CORP | 34 | 34 | 0.05% | 0.07% | 0.09% | Q2 2015 | Q3 2023 | 34 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 34 | 34 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 34 | 34 | 0.02% | 0.07% | 0.15% | Q2 2015 | Q3 2023 | 34 |
Penobscot Investment Management Company, Inc. | 34 | 34 | 0.39% | 0.96% | 1.53% | Q2 2015 | Q3 2023 | 34 |
First Horizon Advisors, Inc. | 34 | 34 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 34 |
OARSMAN CAPITAL, INC. | 34 | 34 | 0.20% | 0.81% | 1.73% | Q2 2015 | Q3 2023 | 34 |
FARMERS & MERCHANTS INVESTMENTS INC | 34 | 34 | 0.16% | 0.40% | 0.63% | Q2 2015 | Q3 2023 | 34 |
Bank of New York Mellon Corp | 34 | 34 | 0.04% | 0.05% | 0.08% | Q2 2015 | Q3 2023 | 34 |
FineMark National Bank & Trust | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 34 | 34 | 0.15% | 0.27% | 0.46% | Q2 2015 | Q3 2023 | 34 |
JANUS HENDERSON GROUP PLC | 34 | 34 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Kentucky Retirement Systems | 34 | 34 | 0.07% | 0.09% | 0.13% | Q2 2015 | Q3 2023 | 34 |
OLD REPUBLIC INTERNATIONAL CORP | 34 | 34 | 0.52% | 0.97% | 1.72% | Q2 2015 | Q3 2023 | 34 |
CHELSEA COUNSEL CO | 34 | 34 | 0.09% | 0.35% | 0.62% | Q2 2015 | Q3 2023 | 34 |
PRIVATE TRUST CO NA | 34 | 34 | 0.04% | 0.14% | 0.26% | Q2 2015 | Q3 2023 | 34 |
REAVES W H & CO INC | 34 | 34 | 1.10% | 2.46% | 3.64% | Q2 2015 | Q3 2023 | 34 |
Energy Income Partners, LLC | 34 | 34 | 0.51% | 0.84% | 1.31% | Q2 2015 | Q3 2023 | 34 |
CINCINNATI INSURANCE CO | 34 | 34 | 1.56% | 1.97% | 2.68% | Q2 2015 | Q3 2023 | 34 |
CINCINNATI CASUALTY CO | 34 | 34 | 1.59% | 1.89% | 2.51% | Q2 2015 | Q3 2023 | 34 |
NORTHERN TRUST CORP | 34 | 34 | 0.06% | 0.09% | 0.13% | Q2 2015 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.06% | 0.16% | 0.23% | Q2 2015 | Q3 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 34 | 34 | 0.05% | 0.14% | 0.28% | Q2 2015 | Q3 2023 | 34 |
CANADA PENSION PLAN INVESTMENT BOARD | 34 | 34 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 34 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Blue Chip Partners, LLC | 34 | 34 | 0.03% | 0.24% | 0.79% | Q2 2015 | Q3 2023 | 34 |
BRIDGES INVESTMENT MANAGEMENT INC | 34 | 34 | 0.02% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Capital Advisors, Ltd. LLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Advisors Asset Management, Inc. | 34 | 34 | 0.00% | 0.15% | 0.25% | Q2 2015 | Q3 2023 | 34 |
WESTPAC BANKING CORP | 34 | 34 | 0.00% | 0.16% | 0.60% | Q2 2015 | Q3 2023 | 34 |
ARROW FINANCIAL CORP | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Creative Planning | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
MV CAPITAL MANAGEMENT, INC. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 34 | 34 | 0.17% | 0.26% | 0.38% | Q2 2015 | Q3 2023 | 34 |
Epoch Investment Partners, Inc. | 34 | 34 | 0.40% | 0.83% | 1.74% | Q2 2015 | Q3 2023 | 34 |
Marble Harbor Investment Counsel, LLC | 34 | 34 | 0.06% | 0.10% | 0.13% | Q2 2015 | Q3 2023 | 34 |
Gradient Investments LLC | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
State of New Jersey Common Pension Fund D | 34 | 34 | 0.03% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
Hudock, Inc. | 34 | 34 | 0.09% | 0.13% | 0.16% | Q2 2015 | Q3 2023 | 34 |
SG Americas Securities, LLC | 34 | 34 | 0.00% | 0.04% | 0.21% | Q2 2015 | Q3 2023 | 34 |
INSPIRION WEALTH ADVISORS, LLC | 34 | 34 | 0.06% | 0.15% | 0.27% | Q2 2015 | Q3 2023 | 34 |
NewEdge Advisors, LLC | 34 | 34 | 0.04% | 0.86% | 2.77% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
AMERICAN INTERNATIONAL GROUP, INC. | 34 | 34 | 0.03% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 34 |
HUNTINGTON NATIONAL BANK | 34 | 34 | 0.02% | 0.30% | 0.64% | Q2 2015 | Q3 2023 | 34 |
Livforsakringsbolaget Skandia, Omsesidigt | 34 | 34 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
MEYER HANDELMAN CO | 34 | 34 | 0.10% | 0.14% | 0.21% | Q2 2015 | Q3 2023 | 34 |
FRANKLIN RESOURCES INC | 34 | 34 | 0.03% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 34 |
M&T BANK CORP | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Financial Management Professionals, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
US BANCORP \DE\ | 34 | 34 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Utah Retirement Systems | 34 | 34 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 34 | 34 | 0.03% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 34 | 34 | 0.01% | 0.07% | 0.30% | Q2 2015 | Q3 2023 | 34 |
FIDUCIARY TRUST CO | 34 | 34 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
DIMENSIONAL FUND ADVISORS LP | 34 | 34 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 34 | 34 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 34 | 34 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
FMR LLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Bartlett & Co. LLC | 18 | 16 | 0.12% | 0.26% | 0.40% | Q2 2015 | Q4 2023 | 34 |
THRIVENT FINANCIAL FOR LUTHERANS | 34 | 34 | 0.00% | 0.02% | 0.14% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 34 | 34 | 0.06% | 0.08% | 0.11% | Q2 2015 | Q3 2023 | 34 |
GLENMEDE TRUST CO NA | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
Allworth Financial LP | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
BlackRock Inc. | 34 | 34 | 0.05% | 0.08% | 0.12% | Q2 2015 | Q3 2023 | 34 |
ROWLANDMILLER & PARTNERS.ADV | 29 | 5 | 0.22% | 0.37% | 0.98% | Q2 2015 | Q4 2023 | 34 |
North Star Investment Management Corp. | 34 | 34 | 0.01% | 0.09% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Glassman Wealth Services | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
BROWN ADVISORY INC | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
ClearBridge Investments | 34 | 34 | 0.01% | 0.19% | 0.39% | Q2 2015 | Q3 2023 | 34 |
DUNCKER STREETT & CO INC | 34 | 34 | 0.05% | 0.12% | 0.22% | Q2 2015 | Q3 2023 | 34 |
ROTHSCHILD INVESTMENT LLC /IL | 34 | 34 | 0.14% | 0.22% | 0.28% | Q2 2015 | Q3 2023 | 34 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.03% | 0.17% | 0.44% | Q2 2015 | Q3 2023 | 34 |
BANK OF NOVA SCOTIA | 34 | 34 | 0.00% | 0.02% | 0.19% | Q2 2015 | Q3 2023 | 34 |
CIBC Asset Management Inc | 34 | 34 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
VANGUARD GROUP INC | 34 | 34 | 0.05% | 0.10% | 0.16% | Q2 2015 | Q3 2023 | 34 |
FUKOKU MUTUAL LIFE INSURANCE Co | 34 | 34 | 0.02% | 0.05% | 0.11% | Q2 2015 | Q3 2023 | 34 |
UMB Bank, n.a. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
TRUST CO OF TOLEDO NA /OH/ | 34 | 34 | 0.07% | 0.10% | 0.13% | Q3 2015 | Q4 2023 | 34 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
SECURIAN ASSET MANAGEMENT, INC | 34 | 34 | 0.04% | 0.06% | 0.09% | Q2 2015 | Q3 2023 | 34 |
BOSTON FAMILY OFFICE LLC | 34 | 34 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Norinchukin Bank, The | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 34 | 34 | 0.05% | 0.15% | 0.30% | Q2 2015 | Q3 2023 | 34 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 34 | 34 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
PEAPACK GLADSTONE FINANCIAL CORP | 34 | 34 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
BESSEMER GROUP INC | 34 | 34 | 0.00% | 0.03% | 0.23% | Q2 2015 | Q3 2023 | 34 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 34 | 34 | 0.20% | 0.28% | 0.38% | Q2 2015 | Q3 2023 | 34 |
CAPE COD FIVE CENTS SAVINGS BANK | 34 | 34 | 0.32% | 0.39% | 0.50% | Q2 2015 | Q3 2023 | 34 |
Mitsubishi UFJ Trust & Banking Corp | 34 | 34 | 0.05% | 0.09% | 0.11% | Q2 2015 | Q3 2023 | 34 |
WELCH & FORBES LLC | 34 | 34 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
NOMURA ASSET MANAGEMENT CO LTD | 34 | 34 | 0.04% | 0.18% | 0.32% | Q2 2015 | Q3 2023 | 34 |
TD ASSET MANAGEMENT INC | 34 | 34 | 0.03% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 34 |
FEDERATED HERMES, INC. | 34 | 34 | 0.00% | 0.01% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Chevy Chase Trust Holdings, LLC | 34 | 34 | 0.05% | 0.08% | 0.11% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 13 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
STOCK YARDS BANK & TRUST CO | 33 | 33 | 0.05% | 0.09% | 0.14% | Q3 2015 | Q3 2023 | 33 |
TRUIST FINANCIAL CORP | 33 | 33 | 0.01% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 33 |
PEOPLES FINANCIAL SERVICES CORP. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
SEARLE & CO. | 29 | 4 | 0.22% | 0.33% | 0.51% | Q2 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2023 | 33 |
Arizona State Retirement System | 33 | 33 | 0.06% | 0.12% | 0.20% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.03% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 33 |
State of Alaska, Department of Revenue | 33 | 33 | 0.04% | 0.15% | 0.32% | Q3 2015 | Q3 2023 | 33 |
STATE STREET CORP | 33 | 33 | 0.08% | 0.10% | 0.14% | Q3 2015 | Q3 2023 | 33 |
BANK OF STOCKTON | 33 | 33 | 0.09% | 0.13% | 0.20% | Q3 2015 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 29 | 4 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 33 |
STIFEL FINANCIAL CORP | 30 | 3 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 33 |
Meiji Yasuda Asset Management Co Ltd. | 33 | 33 | 0.06% | 0.17% | 0.22% | Q3 2015 | Q3 2023 | 33 |
FIRST MANHATTAN CO. LLC. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
ZWJ INVESTMENT COUNSEL INC | 33 | 33 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
BOKF, NA | 24 | 9 | 0.04% | 0.12% | 0.20% | Q2 2015 | Q3 2023 | 33 |
SHELL ASSET MANAGEMENT CO | 32 | 1 | 0.04% | 0.15% | 0.28% | Q2 2015 | Q3 2023 | 33 |
WESBANCO BANK INC | 22 | 11 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 33 |
D L CARLSON INVESTMENT GROUP INC | 33 | 33 | 0.05% | 0.08% | 0.15% | Q3 2015 | Q3 2023 | 33 |
OPUS INVESTMENT MANAGEMENT INC | 33 | 33 | 0.15% | 0.97% | 2.48% | Q3 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
MONETARY MANAGEMENT GROUP INC | 33 | 33 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q3 2023 | 33 |
REGIONS FINANCIAL CORP | 33 | 33 | 0.02% | 0.07% | 0.26% | Q3 2015 | Q3 2023 | 33 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 33 | 33 | 1.15% | 1.51% | 2.06% | Q3 2015 | Q3 2023 | 33 |
KEYBANK NATIONAL ASSOCIATION/OH | 33 | 33 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
RAYMOND JAMES TRUST N.A. | 33 | 33 | 0.01% | 0.05% | 0.10% | Q3 2015 | Q3 2023 | 33 |
CENTRAL TRUST Co | 33 | 33 | 0.02% | 0.05% | 0.06% | Q3 2015 | Q3 2023 | 33 |
SVB WEALTH LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 30 | 3 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 33 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 31 | 2 | 0.03% | 0.11% | 0.59% | Q2 2015 | Q3 2023 | 33 |
1ST SOURCE BANK | 33 | 33 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
HighTower Advisors, LLC | 22 | 11 | 0.01% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 33 |
HM PAYSON & CO | 19 | 14 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 33 |
Chesley Taft & Associates LLC | 33 | 33 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 33 |
OLD SECOND NATIONAL BANK OF AURORA | 33 | 33 | 0.12% | 0.19% | 0.24% | Q3 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.01% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 33 |
LVZ, Inc. | 32 | 1 | 0.07% | 0.10% | 0.16% | Q2 2015 | Q3 2023 | 33 |
BNP Paribas Asset Management Holding S.A. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Veritable, L.P. | 33 | 33 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2023 | 33 |
Moors & Cabot, Inc. | 33 | 33 | 0.03% | 0.06% | 0.10% | Q3 2015 | Q3 2023 | 33 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 28 | 5 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 33 |
WHITTIER TRUST CO | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.15% | 0.24% | Q3 2015 | Q3 2023 | 33 |
GREENLEAF TRUST | 33 | 33 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
BECKER CAPITAL MANAGEMENT INC | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Douglass Winthrop Advisors, LLC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
JOHNSON INVESTMENT COUNSEL INC | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Ameritas Investment Partners, Inc. | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
CULLEN/FROST BANKERS, INC. | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Private Advisor Group, LLC | 30 | 3 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 33 |
SPINNAKER TRUST | 33 | 33 | 0.03% | 0.11% | 0.25% | Q3 2015 | Q3 2023 | 33 |
Annex Advisory Services, LLC | 33 | 33 | 0.33% | 0.88% | 1.85% | Q3 2015 | Q3 2023 | 33 |
Manchester Capital Management LLC | 28 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 32 |
DEAN INVESTMENT ASSOCIATES, LLC | 28 | 4 | 0.15% | 0.62% | 1.27% | Q2 2015 | Q3 2023 | 32 |
ONTARIO TEACHERS PENSION PLAN BOARD | 32 | 32 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q1 2023 | 32 |
Alberta Investment Management Corp | 17 | 15 | 0.01% | 0.07% | 0.14% | Q2 2015 | Q3 2023 | 32 |
ADVISORS MANAGEMENT GROUP INC /ADV | 32 | 32 | 0.17% | 0.30% | 0.42% | Q4 2015 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 30 | 2 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 32 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 3 | 0.00% | 0.34% | 0.59% | Q2 2015 | Q3 2023 | 32 |
PARK NATIONAL CORP /OH/ | 23 | 9 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q4 2023 | 32 |
Cetera Advisor Networks LLC | 21 | 11 | 0.02% | 0.06% | 0.13% | Q3 2015 | Q3 2023 | 32 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 26 | 6 | 0.00% | 0.12% | 0.31% | Q2 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.05% | 0.10% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Jefferies Group LLC | 16 | 1 | 0.00% | 0.01% | 0.08% | Q2 2015 | Q3 2022 | 32 |
COMERICA BANK | 30 | 2 | 0.00% | 0.05% | 0.07% | Q3 2015 | Q3 2023 | 32 |
Allianz Asset Management GmbH | 31 | 1 | 0.00% | 0.01% | 0.08% | Q3 2015 | Q3 2023 | 32 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 28 | 4 | 0.00% | 0.28% | 1.14% | Q2 2015 | Q3 2023 | 32 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.01% | 0.06% | 0.14% | Q3 2015 | Q2 2023 | 32 |
Brookstone Capital Management | 30 | 2 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.55% | 0.76% | 1.24% | Q4 2015 | Q3 2023 | 32 |
Dana Investment Advisors, Inc. | 26 | 6 | 0.07% | 0.15% | 0.79% | Q2 2015 | Q3 2023 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 32 |
Trust Co | 18 | 14 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q4 2023 | 32 |
Coastline Trust Co | 32 | 32 | 0.05% | 0.09% | 0.12% | Q3 2015 | Q2 2023 | 32 |
Venturi Wealth Management, LLC | 32 | 32 | 0.05% | 0.46% | 0.88% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.12% | 0.26% | Q3 2015 | Q3 2023 | 32 |
Oakworth Capital, Inc. | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
FDx Advisors, Inc. | 32 | 32 | 0.02% | 0.11% | 0.24% | Q4 2015 | Q3 2023 | 32 |
PITCAIRN CO | 31 | 31 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.09% | 0.17% | Q1 2016 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 19 | 12 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Reynders McVeigh Capital Management, LLC | 31 | 31 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
TRUST CO OF VERMONT | 24 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 31 |
First Heartland Consultants, Inc. | 31 | 31 | 0.01% | 0.22% | 0.82% | Q1 2016 | Q3 2023 | 31 |
TCI Wealth Advisors, Inc. | 28 | 3 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q1 2023 | 31 |
DUPONT CAPITAL MANAGEMENT CORP | 31 | 31 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q4 2022 | 31 |
BROWN BROTHERS HARRIMAN & CO | 20 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 31 |
MARTINGALE ASSET MANAGEMENT L P | 30 | 1 | 0.01% | 0.28% | 0.66% | Q2 2015 | Q3 2023 | 31 |
JNBA Financial Advisors | 20 | 11 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2023 | 31 |
Plancorp, LLC | 30 | 1 | 0.02% | 0.30% | 0.97% | Q4 2015 | Q3 2023 | 31 |
ISTHMUS PARTNERS, LLC | 18 | 1 | 0.03% | 0.08% | 0.26% | Q3 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.12% | 0.18% | Q1 2016 | Q3 2023 | 31 |
GOFEN & GLOSSBERG LLC /IL/ | 31 | 31 | 0.09% | 0.12% | 0.17% | Q2 2015 | Q4 2022 | 31 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.04% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 30 |
Winch Advisory Services, LLC | 29 | 1 | 0.20% | 0.27% | 0.59% | Q1 2016 | Q3 2023 | 30 |
MUFG Americas Holdings Corp | 30 | 30 | 0.17% | 0.49% | 0.69% | Q2 2015 | Q3 2022 | 30 |
GIRARD PARTNERS LTD. | 30 | 30 | 0.06% | 0.40% | 0.68% | Q2 2016 | Q3 2023 | 30 |
REGENTATLANTIC CAPITAL LLC | 30 | 30 | 0.04% | 0.07% | 0.16% | Q2 2015 | Q3 2022 | 30 |
BRYN MAWR TRUST Co | 27 | 1 | 0.01% | 0.03% | 0.15% | Q2 2015 | Q3 2023 | 30 |
KLCM Advisors, Inc. | 30 | 30 | 0.10% | 0.43% | 0.82% | Q2 2016 | Q3 2023 | 30 |
Hanson & Doremus Investment Management | 24 | 6 | 0.04% | 0.09% | 0.12% | Q1 2016 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.05% | 0.15% | Q4 2015 | Q3 2023 | 30 |
Baillie Gifford | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
BRADLEY FOSTER & SARGENT INC/CT | 17 | 13 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Employees Retirement System of Texas | 17 | 13 | 0.01% | 0.11% | 0.48% | Q2 2015 | Q3 2023 | 30 |
SADOFF INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.04% | 0.16% | 0.25% | Q2 2015 | Q3 2022 | 30 |
Ipswich Investment Management Co., Inc. | 26 | 4 | 0.06% | 0.26% | 0.43% | Q1 2016 | Q3 2023 | 30 |
CENTRAL BANK & TRUST CO | 29 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
CAPITAL ADVISORS INC/OK | 18 | 12 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 30 |
Johnson Financial Group, Inc. | 30 | 30 | 0.01% | 0.05% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 30 |
TOWER BRIDGE ADVISORS | 28 | 2 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q1 2023 | 30 |
First Personal Financial Services | 30 | 30 | 0.01% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.07% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 30 |
EATON VANCE MANAGEMENT | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 30 |
HUTNER CAPITAL MANAGEMENT INC | 29 | 29 | 0.18% | 0.22% | 0.31% | Q3 2016 | Q3 2023 | 29 |
South Street Advisors LLC | 29 | 29 | 1.12% | 3.53% | 5.24% | Q3 2016 | Q3 2023 | 29 |
1834 INVESTMENT ADVISORS CO | 27 | 2 | 0.04% | 0.08% | 0.11% | Q3 2015 | Q3 2023 | 29 |
BLB&B Advisors, LLC | 27 | 1 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 29 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 9 | 0.02% | 0.09% | 0.37% | Q2 2015 | Q3 2023 | 29 |
ACADIAN ASSET MANAGEMENT LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.06% | 0.14% | 0.26% | Q4 2015 | Q4 2022 | 29 |
SIGNATUREFD, LLC | 23 | 6 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 29 |
LAZARD ASSET MANAGEMENT LLC | 27 | 2 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q1 2023 | 29 |
Cetera Advisors LLC | 15 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 29 |
APPLETON PARTNERS INC/MA | 25 | 4 | 0.03% | 0.05% | 0.12% | Q3 2015 | Q4 2023 | 29 |
Renaissance Technologies | 16 | 4 | 0.00% | 0.12% | 0.34% | Q2 2015 | Q2 2023 | 29 |
D. E. Shaw & Co., Inc. | 19 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 29 |
Sheaff Brock Investment Advisors, LLC | 29 | 29 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Legacy Private Trust Co. | 29 | 29 | 0.03% | 0.09% | 0.14% | Q3 2016 | Q3 2023 | 29 |
DekaBank Deutsche Girozentrale | 16 | 4 | 0.02% | 0.11% | 0.40% | Q3 2015 | Q3 2023 | 29 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.12% | 0.16% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.03% | 0.18% | 0.31% | Q4 2016 | Q3 2023 | 28 |
PALLADIUM PARTNERS LLC | 28 | 28 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q1 2022 | 28 |
CIBC WORLD MARKETS CORP | 21 | 7 | 0.01% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 28 |
ADVISOR PARTNERS LLC | 28 | 28 | 0.06% | 0.09% | 0.13% | Q3 2015 | Q2 2022 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.07% | 0.10% | 0.16% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.05% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 28 |
VALLEY NATIONAL ADVISERS INC | 22 | 6 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 28 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.09% | 0.36% | Q2 2015 | Q3 2023 | 28 |
Rathbones Group PLC | 28 | 28 | 0.30% | 0.96% | 2.02% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.13% | 0.41% | 0.70% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 28 | 28 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q1 2022 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.02% | 0.09% | 0.14% | Q4 2016 | Q3 2023 | 28 |
INGALLS & SNYDER LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 28 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 28 | 28 | 0.06% | 0.08% | 0.11% | Q2 2015 | Q1 2022 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Legacy Capital Partners, Inc. | 28 | 28 | 0.54% | 0.93% | 1.33% | Q2 2015 | Q1 2022 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 28 |
IBM Retirement Fund | 28 | 28 | 0.06% | 0.08% | 0.12% | Q2 2015 | Q1 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.07% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Azimuth Capital Management LLC | 28 | 28 | 0.19% | 0.31% | 0.62% | Q2 2015 | Q1 2022 | 28 |
WHITE PINE CAPITAL LLC | 28 | 28 | 0.00% | 0.09% | 0.13% | Q2 2015 | Q1 2022 | 28 |
DUBUQUE BANK & TRUST CO | 16 | 12 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 28 |
Sigma Planning Corp | 27 | 27 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
THOMAS STORY & SON LLC | 27 | 27 | 0.77% | 1.04% | 1.39% | Q1 2017 | Q3 2023 | 27 |
Wellington Shields Capital Management, LLC | 27 | 27 | 0.06% | 0.11% | 0.14% | Q2 2015 | Q4 2021 | 27 |
MOODY LYNN & LIEBERSON, LLC | 27 | 27 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 27 |
ENTERPRISE FINANCIAL SERVICES CORP | 25 | 2 | 0.03% | 0.07% | 0.14% | Q2 2015 | Q1 2022 | 27 |
MAI Capital Management | 13 | 6 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 27 |
BOSTON FINANCIAL MANGEMENT LLC | 19 | 8 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 27 |
Motley Fool Wealth Management, LLC | 27 | 27 | 0.07% | 0.10% | 0.13% | Q1 2017 | Q3 2023 | 27 |
WINTON GROUP Ltd | 17 | 2 | 0.01% | 0.05% | 0.15% | Q2 2015 | Q1 2023 | 27 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
TDAM USA INC. | 27 | 27 | 0.01% | 1.03% | 1.65% | Q2 2015 | Q4 2021 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Alley Co LLC | 27 | 27 | 0.07% | 0.20% | 0.29% | Q2 2015 | Q4 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 27 |
ELM ADVISORS, LLC | 27 | 27 | 0.31% | 0.39% | 0.54% | Q2 2015 | Q4 2021 | 27 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 27 | 27 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q2 2023 | 27 |
Copeland Capital Management, LLC | 20 | 1 | 0.00% | 0.24% | 1.42% | Q2 2015 | Q3 2023 | 27 |
Rodgers Brothers Inc. | 27 | 27 | 0.11% | 0.23% | 0.34% | Q1 2017 | Q3 2023 | 27 |
PUTNAM INVESTMENTS LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.02% | 0.07% | 0.11% | Q4 2016 | Q2 2023 | 27 |
Edgestream Partners, L.P. | 14 | 3 | 0.06% | 0.50% | 2.07% | Q2 2015 | Q2 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q2 2023 | 27 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 27 | 0.00% | 0.04% | 0.35% | Q4 2015 | Q2 2022 | 27 |
Barrett Asset Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 27 |
World Asset Management Inc | 26 | 26 | 0.06% | 0.07% | 0.11% | Q2 2015 | Q3 2021 | 26 |
HighPoint Advisor Group LLC | 25 | 1 | 0.22% | 0.46% | 0.76% | Q3 2015 | Q2 2022 | 26 |
Atria Investments, Inc | 26 | 26 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q2 2023 | 26 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 25 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 26 |
AMP Capital Investors Ltd | 26 | 26 | 0.05% | 0.11% | 0.24% | Q3 2015 | Q4 2021 | 26 |
QCI ASSET MANAGEMENT INC/NY | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2021 | 26 |
Clean Yield Group | 10 | 7 | 0.05% | 0.11% | 0.28% | Q3 2015 | Q3 2023 | 26 |
AGF INVESTMENTS INC. | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2022 | 26 |
FIRST MIDWEST BANK TRUST DIVISION | 26 | 26 | 0.14% | 0.19% | 0.25% | Q3 2015 | Q4 2021 | 26 |
Gotham Asset Management, LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.05% | 0.13% | 0.30% | Q3 2016 | Q3 2023 | 26 |
STERLING INVESTMENT ADVISORS LLC /ADV | 25 | 1 | 0.17% | 0.20% | 0.26% | Q2 2016 | Q3 2023 | 26 |
Dynamic Advisor Solutions LLC | 26 | 26 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 26 |
CAPITAL MANAGEMENT CORP /VA | 21 | 2 | 0.04% | 0.07% | 0.12% | Q1 2016 | Q1 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.42% | 0.59% | 0.78% | Q2 2017 | Q3 2023 | 26 |
Corient Capital Partners, LLC | 25 | 25 | 0.06% | 0.18% | 0.31% | Q3 2016 | Q3 2022 | 25 |
SECURITY NATIONAL TRUST CO | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 25 |
Clearstead Trust, LLC | 19 | 6 | 0.10% | 0.27% | 0.90% | Q1 2017 | Q3 2023 | 25 |
PICTET ASSET MANAGEMENT LTD | 25 | 25 | 0.20% | 0.42% | 0.72% | Q2 2015 | Q2 2021 | 25 |
COHEN & STEERS, INC. | 20 | 5 | 0.00% | 0.23% | 0.38% | Q2 2015 | Q3 2022 | 25 |
FIRST QUADRANT LLC/CA | 25 | 25 | 0.06% | 0.18% | 0.63% | Q2 2015 | Q2 2021 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Moisand Fitzgerald Tamayo, LLC | 19 | 6 | 0.09% | 0.33% | 0.54% | Q2 2017 | Q3 2023 | 25 |
MPS Loria Financial Planners, LLC | 21 | 4 | 0.14% | 0.21% | 0.30% | Q2 2017 | Q3 2023 | 25 |
BADGLEY PHELPS & BELL INC | 25 | 25 | 0.02% | 0.57% | 0.92% | Q2 2015 | Q2 2021 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 0.43% | 0.80% | 1.29% | Q3 2017 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.06% | 0.17% | 0.28% | Q4 2016 | Q4 2022 | 25 |
1832 Asset Management L.P. | 16 | 9 | 0.02% | 0.07% | 0.28% | Q3 2015 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Bray Capital Advisors | 23 | 2 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q3 2023 | 25 |
Homrich & Berg | 25 | 25 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q2 2021 | 25 |
Achmea Investment Management B.V. | 19 | 6 | 0.00% | 0.09% | 0.54% | Q1 2017 | Q2 2023 | 25 |
AXA S.A. | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q1 2023 | 25 |
Cerity Partners LLC | 20 | 1 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 25 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 25 | 25 | 0.20% | 0.39% | 0.53% | Q3 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
MONTAG A & ASSOCIATES INC | 24 | 24 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Paloma Partners Management Co | 7 | 1 | 0.00% | 0.03% | 0.17% | Q2 2015 | Q4 2021 | 24 |
Inspire Investing, LLC | 24 | 24 | 0.05% | 0.26% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Alpha Cubed Investments, LLC | 24 | 24 | 0.02% | 0.06% | 0.19% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 17 | 1 | 0.02% | 0.03% | 0.07% | Q2 2015 | Q2 2023 | 24 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 12 | 1 | 0.83% | 3.29% | 5.90% | Q3 2006 | Q3 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Horizon Investments, LLC | 16 | 8 | 0.01% | 0.08% | 1.30% | Q3 2017 | Q3 2023 | 24 |
QS Investors, LLC | 24 | 24 | 0.02% | 0.11% | 0.38% | Q3 2015 | Q2 2021 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Csenge Advisory Group | 24 | 24 | 0.02% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 24 |
People's United Financial, Inc. | 15 | 9 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q1 2022 | 24 |
Ellenbecker Investment Group | 24 | 24 | 0.40% | 0.62% | 0.81% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.05% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
NEVILLE RODIE & SHAW INC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q1 2021 | 24 |
Aristotle Atlantic Partners, LLC | 24 | 24 | 0.03% | 0.11% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Independent Advisor Alliance | 24 | 24 | 0.00% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 24 |
BP PLC | 24 | 24 | 0.03% | 0.10% | 0.24% | Q3 2015 | Q2 2021 | 24 |
Richard C. Young & CO., LTD. | 24 | 24 | 0.06% | 0.72% | 1.03% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.03% | 0.27% | Q3 2017 | Q3 2023 | 24 |
Kingsview Wealth Management, LLC | 17 | 6 | 0.00% | 0.37% | 0.72% | Q4 2017 | Q3 2023 | 24 |
Buckley Wealth Management, LLC | 24 | 24 | 0.11% | 0.17% | 0.27% | Q4 2017 | Q3 2023 | 24 |
BI Asset Management Fondsmaeglerselskab A/S | 17 | 2 | 0.02% | 0.71% | 1.33% | Q2 2015 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 0.22% | 0.44% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
COLONY GROUP LLC | 19 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.18% | 0.28% | 0.38% | Q4 2017 | Q3 2023 | 24 |
DAVENPORT & Co LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Balentine LLC | 9 | 7 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 23 |
Aperio Group, LLC | 23 | 23 | 0.05% | 0.09% | 0.15% | Q2 2015 | Q4 2020 | 23 |
WINTRUST INVESTMENTS LLC | 16 | 2 | 0.03% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 23 |
Winslow, Evans & Crocker, Inc. | 23 | 23 | 0.04% | 0.07% | 0.10% | Q2 2015 | Q4 2020 | 23 |
Mariner, LLC | 23 | 23 | 0.03% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 23 |
MOTCO | 23 | 23 | 0.00% | 0.10% | 0.34% | Q1 2018 | Q3 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 22 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 23 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 13 | 10 | 0.08% | 0.11% | 0.16% | Q3 2017 | Q2 2023 | 23 |
MASON STREET ADVISORS, LLC | 23 | 23 | 0.06% | 0.07% | 0.09% | Q2 2015 | Q4 2020 | 23 |
NN Investment Partners Holdings N.V. | 23 | 23 | 0.00% | 0.03% | 0.12% | Q1 2016 | Q3 2021 | 23 |
BBVA USA Bancshares, Inc. | 23 | 23 | 0.07% | 0.10% | 0.16% | Q3 2015 | Q1 2021 | 23 |
NEXT Financial Group, Inc | 10 | 6 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q4 2021 | 23 |
Crewe Advisors LLC | 23 | 23 | 0.04% | 0.10% | 0.19% | Q4 2017 | Q2 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.06% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Transamerica Financial Advisors, Inc. | 15 | 1 | 0.00% | 0.18% | 0.48% | Q2 2015 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.06% | 0.31% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.06% | 0.25% | Q1 2016 | Q3 2022 | 23 |
Archford Capital Strategies, LLC | 23 | 23 | 0.00% | 0.15% | 0.28% | Q2 2015 | Q4 2020 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 3 | 0.02% | 0.09% | 0.17% | Q2 2015 | Q4 2022 | 23 |
AGF Investments LLC | 17 | 6 | 0.00% | 0.09% | 0.24% | Q4 2016 | Q3 2022 | 23 |
Empire Life Investments Inc. | 23 | 23 | 0.37% | 0.89% | 1.93% | Q1 2018 | Q3 2023 | 23 |
McIlrath & Eck, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Busey Bank | 21 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2022 | 22 |
LifePlan Financial Group, Inc | 22 | 22 | 0.15% | 0.18% | 0.23% | Q2 2015 | Q3 2020 | 22 |
Laffer Tengler Investments, Inc. | 9 | 4 | 0.03% | 0.14% | 0.46% | Q2 2015 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 1.07% | 1.25% | 1.54% | Q2 2018 | Q3 2023 | 22 |
NORTH STAR ASSET MANAGEMENT INC | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
NVWM, LLC | 15 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Community Bank, N.A. | 22 | 22 | 0.00% | 0.04% | 0.06% | Q3 2015 | Q4 2020 | 22 |
HBK Sorce Advisory LLC | 17 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 22 |
CRAWFORD INVESTMENT COUNSEL INC | 22 | 22 | 0.20% | 0.33% | 0.59% | Q2 2018 | Q3 2023 | 22 |
Summit Financial Wealth Advisors, LLC | 22 | 22 | 0.06% | 0.22% | 0.54% | Q4 2015 | Q1 2021 | 22 |
Rehmann Capital Advisory Group | 15 | 7 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 22 |
BARINGS LLC | 21 | 1 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q2 2022 | 22 |
Reilly Herbert Faulkner III | 21 | 1 | 2.43% | 2.91% | 3.40% | Q3 2015 | Q1 2021 | 22 |
Veritas Investment Management LLP | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2020 | 22 |
Squarepoint Ops LLC | 6 | 3 | 0.00% | 0.06% | 0.25% | Q3 2016 | Q3 2023 | 22 |
TIEDEMANN ADVISORS, LLC | 22 | 22 | 0.02% | 0.08% | 0.16% | Q3 2017 | Q4 2022 | 22 |
Assenagon Asset Management S.A. | 11 | 1 | 0.00% | 0.03% | 0.16% | Q1 2017 | Q3 2023 | 22 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q1 2022 | 22 |
Jackson, Grant Investment Advisers, Inc. | 13 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 22 |
RFG Advisory, LLC | 22 | 22 | 0.06% | 0.14% | 0.24% | Q2 2018 | Q3 2023 | 22 |
NICHOLAS COMPANY, INC. | 22 | 22 | 0.05% | 0.10% | 0.20% | Q2 2018 | Q3 2023 | 22 |
FINANCIAL COUNSELORS INC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 22 |
AMERICAN CENTURY COMPANIES INC | 22 | 22 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 22 |
MCF Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 21 |
United Capital Management of KS, Inc. | 21 | 21 | 0.66% | 0.85% | 1.30% | Q3 2018 | Q3 2023 | 21 |
Jacobi Capital Management LLC | 15 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.13% | 0.26% | Q4 2016 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 21 |
DONALDSON CAPITAL MANAGEMENT, LLC | 20 | 1 | 0.02% | 1.03% | 3.16% | Q1 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2023 | 21 |
Simmons Bank | 16 | 5 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
WRIGHT INVESTORS SERVICE INC | 21 | 21 | 0.22% | 0.50% | 1.06% | Q2 2015 | Q2 2020 | 21 |
ETRADE Capital Management LLC | 21 | 21 | 0.03% | 0.08% | 0.12% | Q3 2015 | Q3 2020 | 21 |
American Investment Services, Inc. | 21 | 21 | 0.07% | 0.35% | 0.48% | Q4 2015 | Q4 2020 | 21 |
Strategic Global Advisors, LLC | 14 | 7 | 0.04% | 0.11% | 0.22% | Q2 2015 | Q3 2020 | 21 |
MayTech Global Investments, LLC | 19 | 1 | 0.30% | 0.56% | 0.83% | Q4 2017 | Q2 2023 | 21 |
LINCOLN NATIONAL CORP | 20 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 21 |
Keystone Financial Group | 19 | 2 | 0.04% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 21 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Clearstead Advisors, LLC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.10% | 0.16% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Man Group plc | 12 | 8 | 0.00% | 0.05% | 0.15% | Q1 2018 | Q1 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
SCOUT INVESTMENTS, INC. | 20 | 20 | 0.45% | 1.44% | 2.97% | Q4 2018 | Q3 2023 | 20 |
MARTIN CURRIE LTD | 20 | 20 | 0.05% | 1.22% | 2.32% | Q2 2015 | Q1 2020 | 20 |
CADENCE CAPITAL MANAGEMENT LLC | 17 | 1 | 0.03% | 0.06% | 0.12% | Q2 2015 | Q3 2020 | 20 |
Holocene Advisors, LP | 5 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.10% | 0.23% | 0.38% | Q4 2018 | Q3 2023 | 20 |
VAN ECK ASSOCIATES CORP | 16 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 20 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 4 | 0.01% | 0.14% | 0.25% | Q1 2018 | Q3 2023 | 20 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 14 | 1 | 0.02% | 0.40% | 1.01% | Q1 2018 | Q3 2023 | 20 |
Checchi Capital Advisers, LLC | 18 | 2 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.06% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Spectrum Management Group, LLC | 20 | 20 | 0.01% | 0.39% | 1.08% | Q1 2016 | Q4 2020 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Brown Advisory Securities, LLC | 12 | 2 | 0.03% | 0.07% | 0.22% | Q1 2016 | Q2 2022 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 0.03% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Focused Wealth Management, Inc | 20 | 20 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 12 | 8 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.05% | 0.10% | 0.14% | Q4 2015 | Q3 2020 | 20 |
CITY HOLDING CO | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
Heritage Trust Co | 16 | 4 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.08% | 0.28% | 0.77% | Q4 2017 | Q3 2022 | 20 |
First Allied Advisory Services, Inc. | 16 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2020 | 20 |
TIAA, FSB | 11 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 20 |
Midwest Professional Planners, LTD. | 10 | 1 | 0.11% | 0.45% | 0.87% | Q4 2017 | Q3 2023 | 20 |
AE Wealth Management LLC | 18 | 2 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 20 |
Simplicity Solutions, LLC | 18 | 2 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.08% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.07% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
FORSTA AP-FONDEN | 14 | 6 | 0.06% | 0.27% | 0.61% | Q3 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ALBION FINANCIAL GROUP /UT | 10 | 9 | 0.32% | 0.40% | 0.52% | Q4 2018 | Q3 2023 | 19 |
Amica Retiree Medical Trust | 16 | 3 | 0.02% | 0.09% | 0.12% | Q2 2015 | Q3 2020 | 19 |
AMICA MUTUAL INSURANCE CO | 16 | 3 | 0.04% | 0.09% | 0.13% | Q2 2015 | Q3 2020 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.96% | 1.17% | 1.45% | Q1 2019 | Q3 2023 | 19 |
Ascension Asset Management LLC | 10 | 1 | 0.19% | 0.25% | 0.36% | Q4 2017 | Q2 2023 | 19 |
Rafferty Asset Management, LLC | 18 | 1 | 0.00% | 0.02% | 0.19% | Q3 2015 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.05% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.05% | 0.28% | Q2 2015 | Q2 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.02% | 0.10% | 0.30% | Q1 2019 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.36% | 0.99% | 1.71% | Q1 2019 | Q3 2023 | 19 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 17 | 2 | 0.02% | 0.20% | 0.46% | Q4 2016 | Q4 2021 | 19 |
Financial Architects, Inc | 18 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q2 2020 | 19 |
OAKBROOK INVESTMENTS LLC | 19 | 19 | 0.05% | 0.07% | 0.17% | Q2 2015 | Q4 2019 | 19 |
Carnegie Capital Asset Management, LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2023 | 19 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.02% | 0.14% | Q2 2017 | Q4 2022 | 19 |
DIVIDEND ASSETS CAPITAL, LLC | 19 | 19 | 0.10% | 0.42% | 0.74% | Q1 2019 | Q3 2023 | 19 |
Keystone Financial Planning, Inc. | 19 | 19 | 1.28% | 2.40% | 4.82% | Q2 2015 | Q4 2019 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 19 |
Personal Capital Advisors Corp | 12 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 19 |
USA FINANCIAL FORMULAS | 15 | 2 | 0.00% | 0.32% | 1.62% | Q2 2016 | Q2 2023 | 19 |
London & Capital Asset Management Ltd | 13 | 6 | 2.10% | 2.69% | 3.51% | Q4 2018 | Q3 2023 | 19 |
Municipal Employees' Retirement System of Michigan | 13 | 6 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q1 2020 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q2 2022 | 19 |
Lantz Financial LLC | 19 | 19 | 0.24% | 0.36% | 0.50% | Q1 2019 | Q3 2023 | 19 |
CIBC WORLD MARKET INC. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2021 | 19 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 19 |
Prospera Financial Services Inc | 18 | 1 | 0.02% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 19 |
SYNOVUS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 19 |
Centre Asset Management, LLC | 17 | 2 | 0.06% | 0.24% | 1.57% | Q1 2018 | Q3 2023 | 19 |
Baldwin Investment Management, LLC | 19 | 19 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q4 2019 | 19 |
ING GROEP NV | 10 | 1 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.07% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 19 |
ST GERMAIN D J CO INC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2023 | 18 |
Capstone Financial Advisors, Inc. | 18 | 18 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q4 2021 | 18 |
MURPHY CAPITAL MANAGEMENT INC | 18 | 18 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q4 2019 | 18 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.00% | 0.07% | 0.31% | Q2 2015 | Q3 2023 | 18 |
BOSTON ADVISORS LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2019 | 18 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 18 | 18 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 18 |
PRUDENTIAL PLC | 17 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 18 |
ZACKS INVESTMENT MANAGEMENT | 11 | 1 | 0.01% | 0.17% | 1.13% | Q2 2015 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 18 | 18 | 0.07% | 0.10% | 0.14% | Q4 2016 | Q1 2021 | 18 |
CLEARARC CAPITAL INC | 18 | 18 | 0.07% | 0.18% | 0.28% | Q3 2015 | Q4 2019 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.06% | 0.19% | Q4 2016 | Q2 2023 | 18 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 18 | 18 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2019 | 18 |
SUNTRUST BANKS INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2019 | 18 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 18 | 18 | 0.25% | 0.42% | 0.66% | Q2 2015 | Q3 2019 | 18 |
Ledyard National Bank | 10 | 1 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q2 2023 | 18 |
Legg Mason Asset Management (Japan) Co., Ltd. | 13 | 5 | 0.61% | 0.79% | 1.18% | Q2 2017 | Q4 2021 | 18 |
Clark Capital Management Group, Inc. | 18 | 18 | 0.01% | 0.24% | 0.49% | Q2 2015 | Q3 2019 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.00% | 0.04% | 0.11% | Q3 2015 | Q4 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.04% | 0.07% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Plante Moran Financial Advisors, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 17 | 1 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.02% | 0.07% | 0.17% | Q2 2019 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.02% | 0.03% | 0.12% | Q2 2015 | Q3 2019 | 18 |
Patriot Financial Group Insurance Agency, LLC | 16 | 2 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q1 2023 | 18 |
Well Done, LLC | 16 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q2 2023 | 18 |
South Dakota Investment Council | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
V Wealth Advisors LLC | 11 | 1 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q2 2023 | 18 |
NewSquare Capital LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 18 |
ROPES WEALTH ADVISORS LLC | 11 | 1 | 0.00% | 0.08% | 0.14% | Q4 2015 | Q3 2023 | 18 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 18 | 18 | 0.01% | 0.07% | 0.17% | Q2 2015 | Q3 2019 | 18 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 3 | 0.00% | 0.11% | 0.41% | Q3 2015 | Q3 2023 | 18 |
Virtus ETF Advisers LLC | 8 | 2 | 0.00% | 0.30% | 0.79% | Q4 2016 | Q4 2022 | 18 |
Advisors Capital Management, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Sharkey, Howes & Javer | 17 | 17 | 0.03% | 0.04% | 0.07% | Q2 2015 | Q2 2019 | 17 |
ALLSTATE CORP | 17 | 17 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q4 2022 | 17 |
Cribstone Capital Management, LLC | 14 | 3 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q4 2022 | 17 |
Autus Asset Management, LLC | 9 | 8 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2022 | 17 |
SVA Wealth Management, LLC | 16 | 1 | 0.03% | 0.04% | 0.07% | Q3 2015 | Q4 2020 | 17 |
Global Trust Asset Management, LLC | 11 | 6 | 1.13% | 2.11% | 3.17% | Q4 2017 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.06% | 0.27% | 0.42% | Q4 2018 | Q4 2022 | 17 |
Cornerstone Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2019 | 17 |
MISSION WEALTH MANAGEMENT, LP | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
LIBERTY WEALTH MANAGEMENT LLC | 15 | 2 | 0.01% | 0.06% | 0.22% | Q4 2018 | Q2 2023 | 17 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 17 | 17 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q2 2019 | 17 |
DnB Asset Management AS | 16 | 1 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q2 2022 | 17 |
Cetera Investment Advisers | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
HARVEST CAPITAL MANAGEMENT INC | 17 | 17 | 0.20% | 0.25% | 0.32% | Q2 2015 | Q2 2019 | 17 |
Wealthcare Advisory Partners LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2021 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Financial Advocates Investment Management | 16 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
COMMONWEALTH BANK OF AUSTRALIA | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2019 | 17 |
Signature Wealth Management Group | 12 | 5 | 1.61% | 2.04% | 2.86% | Q4 2017 | Q2 2023 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 17 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Channing Capital Management, LLC | 17 | 17 | 0.02% | 0.16% | 0.36% | Q2 2015 | Q2 2019 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q3 2020 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 1 | 0.01% | 0.09% | 0.55% | Q4 2016 | Q2 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
CHICAGO TRUST Co NA | 17 | 17 | 0.10% | 0.20% | 0.34% | Q3 2019 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.16% | 0.35% | Q1 2016 | Q3 2023 | 17 |
PineBridge Investments, L.P. | 7 | 1 | 0.00% | 0.06% | 0.45% | Q2 2015 | Q2 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.06% | 0.12% | Q1 2018 | Q1 2022 | 17 |
BB&T SECURITIES, LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2019 | 17 |
Bruderman Asset Management, LLC | 17 | 17 | 0.94% | 1.44% | 2.51% | Q2 2018 | Q2 2022 | 17 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.02% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Valmark Advisers, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
FIL Ltd | 12 | 2 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 17 |
CREDIT AGRICOLE S A | 9 | 8 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 17 |
GUARDIAN CAPITAL LP | 10 | 7 | 0.09% | 0.25% | 0.34% | Q1 2018 | Q3 2023 | 17 |
Kinneret Advisory, LLC | 16 | 16 | 0.08% | 0.14% | 0.51% | Q4 2018 | Q3 2022 | 16 |
CMC Financial Group | 16 | 16 | 0.23% | 0.52% | 1.71% | Q1 2019 | Q4 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
IFG Advisors, LLC | 11 | 5 | 0.08% | 0.14% | 0.24% | Q3 2019 | Q3 2023 | 16 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 16 | 16 | 0.26% | 0.36% | 0.42% | Q2 2015 | Q1 2019 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
BOENNING & SCATTERGOOD, INC. | 13 | 3 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q4 2022 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.11% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.02% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PGGM Investments | 16 | 16 | 0.01% | 0.07% | 0.15% | Q2 2015 | Q1 2019 | 16 |
American Research & Management Co. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.54% | 0.61% | 0.72% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Opus Capital Group, LLC | 16 | 16 | 0.09% | 0.16% | 0.24% | Q2 2015 | Q1 2019 | 16 |
RMB Capital Management, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 16 |
Summit Asset Management, LLC | 13 | 3 | 0.07% | 0.10% | 0.15% | Q3 2019 | Q3 2023 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 0.95% | 1.20% | 1.68% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.22% | 0.34% | 0.58% | Q4 2019 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.90% | 1.02% | 1.23% | Q4 2019 | Q3 2023 | 16 |
Steigerwald, Gordon & Koch Inc. | 16 | 16 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q1 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BKS ADVISORS, LLC | 16 | 16 | 0.07% | 0.11% | 0.16% | Q2 2015 | Q1 2019 | 16 |
Fiduciary Trust Co International of Pennsylvania | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2020 | 16 |
D'Orazio & Associates, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2021 | 16 |
Belpointe Asset Management LLC | 14 | 1 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.23% | 0.33% | 0.49% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.32% | 0.53% | 1.02% | Q4 2019 | Q3 2023 | 16 |
TEACHERS ADVISORS, LLC | 16 | 16 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q1 2019 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CHEMICAL BANK | 16 | 16 | 0.05% | 0.07% | 0.12% | Q3 2015 | Q2 2019 | 16 |
RELIANCE TRUST CO OF DELAWARE | 16 | 16 | 0.09% | 0.11% | 0.14% | Q2 2015 | Q1 2019 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Principle Wealth Partners LLC | 14 | 2 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Providence Wealth Advisors, LLC | 16 | 16 | 0.17% | 0.21% | 0.28% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q1 2019 | 16 |
Evercore Wealth Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 16 |
BTR CAPITAL MANAGEMENT INC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2022 | 16 |
HL FINANCIAL SERVICES LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q1 2019 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 16 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.14% | 0.43% | Q2 2018 | Q2 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Tradewinds Capital Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Engineers Gate Manager LP | 11 | 1 | 0.02% | 0.12% | 0.40% | Q2 2015 | Q3 2023 | 16 |
AMERICAN NATIONAL BANK | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Princeton Global Asset Management LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CWA Asset Management Group, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2023 | 16 |
OSSIAM | 7 | 3 | 0.01% | 0.14% | 0.57% | Q4 2018 | Q2 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.10% | 0.22% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Candriam S.C.A. | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2020 | 16 |
USS Investment Management Ltd | 14 | 1 | 0.02% | 0.07% | 0.11% | Q3 2015 | Q3 2023 | 15 |
Private Ocean, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 15 |
Diversified Trust Co | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2023 | 15 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.00% | 0.05% | 0.20% | Q1 2018 | Q3 2023 | 15 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.18% | 0.53% | Q2 2015 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.05% | 0.07% | 0.08% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q1 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.05% | 0.11% | 0.62% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.13% | 0.19% | 0.34% | Q1 2020 | Q3 2023 | 15 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 12 | 3 | 0.05% | 0.09% | 0.13% | Q2 2015 | Q3 2020 | 15 |
Clarius Group, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
SkyOak Wealth, LLC | 15 | 15 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 15 |
Executive Wealth Management, LLC | 11 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2023 | 15 |
Tredje AP-fonden | 15 | 15 | 0.00% | 0.00% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.36% | 0.43% | 0.52% | Q4 2019 | Q3 2023 | 15 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 15 | 15 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q2 2023 | 15 |
Wealthspire Advisors, LLC | 13 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Altshuler Shaham Ltd | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 15 |
Edgemoor Investment Advisors, Inc. | 15 | 15 | 0.03% | 0.03% | 0.05% | Q1 2017 | Q3 2020 | 15 |
AlphaCrest Capital Management LLC | 9 | 6 | 0.02% | 0.10% | 0.24% | Q4 2018 | Q3 2022 | 15 |
OppenheimerFunds, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2019 | 15 |
NATIXIS | 6 | 1 | 0.00% | 0.04% | 0.24% | Q4 2016 | Q3 2023 | 15 |
NorthRock Partners, LLC | 9 | 6 | 0.02% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 15 |
Argent Trust Co | 6 | 2 | 0.01% | 0.07% | 0.16% | Q2 2015 | Q2 2023 | 15 |
WASHINGTON TRUST BANK | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2019 | 15 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 15 | 15 | 1.76% | 2.08% | 2.52% | Q3 2015 | Q1 2019 | 15 |
Carlson Capital Management | 15 | 15 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q2 2023 | 14 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q1 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Kovitz Investment Group Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q4 2022 | 14 |
PEAK6 Group LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2017 | 14 |
ROMAN BUTLER FULLERTON & CO | 8 | 3 | 0.09% | 0.12% | 0.16% | Q2 2019 | Q2 2023 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 6 | 0.00% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 14 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 2 | 0.00% | 0.15% | 0.52% | Q2 2015 | Q1 2020 | 14 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2021 | 14 |
Empirical Finance, LLC | 13 | 1 | 0.01% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 14 |
NuWave Investment Management, LLC | 11 | 1 | 0.00% | 0.20% | 0.73% | Q2 2018 | Q3 2022 | 14 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.05% | 0.09% | 0.26% | Q4 2019 | Q3 2023 | 14 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2021 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.09% | 0.14% | 0.27% | Q2 2020 | Q3 2023 | 14 |
DOWLING & YAHNKE LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Haverford Trust Co | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 14 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Almanack Investment Partners, LLC. | 14 | 14 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q2 2022 | 14 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 6 | 0.03% | 0.14% | 0.21% | Q3 2019 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Walleye Capital LLC | 3 | 2 | 0.00% | 0.08% | 0.46% | Q3 2019 | Q3 2023 | 14 |
WEALTHFRONT Corp | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 14 |
Strategic Financial Services, Inc, | 14 | 14 | 0.32% | 0.57% | 0.84% | Q2 2015 | Q3 2018 | 14 |
WILLIAMS JONES & ASSOCIATES LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 14 |
Osborn Williams & Donohoe LLC | 13 | 1 | 0.04% | 0.05% | 0.09% | Q2 2016 | Q1 2020 | 14 |
First Fiduciary Investment Counsel, Inc. | 14 | 14 | 0.07% | 0.09% | 0.18% | Q4 2019 | Q1 2023 | 14 |
Quantitative Investment Management, LLC | 7 | 1 | 0.01% | 0.14% | 0.47% | Q2 2015 | Q2 2021 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2020 | 14 |
INTRUST BANK NA | 12 | 1 | 0.03% | 0.04% | 0.07% | Q2 2015 | Q1 2023 | 14 |
Disciplined Investments, LLC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q2 2022 | 14 |
Kerntke Otto McGlone Wealth Management Group | 7 | 1 | 0.25% | 0.60% | 1.23% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.25% | 0.67% | Q2 2015 | Q2 2023 | 14 |
CFM WEALTH PARTNERS LLC | 7 | 7 | 0.05% | 0.06% | 0.10% | Q4 2019 | Q2 2023 | 14 |
Illinois Municipal Retirement Fund | 13 | 1 | 0.02% | 0.04% | 0.17% | Q4 2019 | Q3 2023 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.02% | 0.15% | 0.47% | Q1 2017 | Q2 2020 | 14 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 14 |
Liberty Mutual Group Asset Management Inc. | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2018 | 14 |
Penserra Capital Management LLC | 9 | 1 | 0.00% | 0.06% | 0.16% | Q2 2016 | Q3 2023 | 14 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 14 | 14 | 0.38% | 0.75% | 1.00% | Q2 2020 | Q3 2023 | 14 |
Hills Bank & Trust Co | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 10 | 4 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q4 2022 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.07% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Foundations Investment Advisors, LLC | 13 | 13 | 0.02% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Asset Dedication, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
Quadrature Capital Ltd | 7 | 1 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 13 |
Quantbot Technologies LP | 4 | 1 | 0.02% | 0.18% | 0.63% | Q2 2015 | Q1 2022 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2022 | 13 |
Birch Hill Investment Advisors LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q2 2019 | 13 |
Proficio Capital Partners LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.02% | 0.09% | 0.20% | Q2 2020 | Q3 2023 | 13 |
BRIGHTON JONES LLC | 11 | 1 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 13 |
FIRST FINANCIAL CORP /IN/ | 9 | 1 | 0.00% | 0.21% | 0.37% | Q3 2015 | Q3 2023 | 13 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 13 | 13 | 0.04% | 0.11% | 0.14% | Q2 2015 | Q2 2018 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
6 Meridian | 11 | 2 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q2 2021 | 13 |
First American Bank | 9 | 4 | 0.15% | 0.18% | 0.22% | Q3 2018 | Q4 2021 | 13 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
PHH Investments, Ltd. | 13 | 13 | 0.30% | 0.36% | 0.47% | Q4 2016 | Q4 2019 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2021 | 13 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
FULTON BANK, N.A. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2023 | 13 |
FIRST MERCANTILE TRUST CO | 10 | 3 | 0.01% | 0.25% | 0.40% | Q3 2015 | Q4 2018 | 13 |
Godshalk Welsh Capital Management, Inc. | 4 | 1 | 0.12% | 0.18% | 0.24% | Q3 2015 | Q1 2023 | 13 |
BAILARD, INC. | 9 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2018 | 13 |
NORRIS PERNE & FRENCH LLP/MI | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PARADIGM ASSET MANAGEMENT CO LLC | 8 | 5 | 0.03% | 0.16% | 0.99% | Q2 2015 | Q1 2020 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 2 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 13 |
FORVIS Wealth Advisors, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 13 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 11 | 1 | 0.42% | 0.69% | 0.87% | Q2 2018 | Q3 2022 | 12 |
SHELTON CAPITAL MANAGEMENT | 5 | 1 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q2 2022 | 12 |
Pekin Hardy Strauss, Inc. | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
SYMPHONY ASSET MANAGEMENT LLC | 12 | 12 | 0.03% | 0.14% | 0.30% | Q2 2015 | Q1 2018 | 12 |
INVESTMENT PARTNERS, LTD. | 8 | 1 | 0.08% | 0.13% | 0.18% | Q3 2016 | Q3 2022 | 12 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 12 | 12 | 0.08% | 0.09% | 0.11% | Q2 2015 | Q1 2018 | 12 |
FIRST INTERSTATE BANK | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 12 |
RATIONAL ADVISORS LLC | 10 | 2 | 0.00% | 0.17% | 0.50% | Q1 2016 | Q3 2020 | 12 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q1 2018 | 12 |
Echo Street Capital Management LLC | 10 | 1 | 0.00% | 0.54% | 1.24% | Q2 2020 | Q3 2023 | 12 |
ALPHA WINDWARD LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2020 | 12 |
Lee Financial Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
J.W. COLE ADVISORS, INC. | 8 | 4 | 0.01% | 0.03% | 0.12% | Q3 2020 | Q3 2023 | 12 |
Barnett & Company, Inc. | 9 | 3 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q1 2020 | 12 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.06% | 0.22% | Q4 2017 | Q2 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.07% | 0.22% | Q2 2018 | Q1 2021 | 12 |
MATHER GROUP, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 12 |
M Holdings Securities, Inc. | 8 | 1 | 0.04% | 0.11% | 0.49% | Q2 2016 | Q1 2021 | 12 |
SRS Capital Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Cordasco Financial Network | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2022 | 12 |
FormulaFolio Investments, LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2021 | 12 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.12% | 0.25% | Q2 2015 | Q2 2023 | 12 |
Integrated Advisors Network LLC | 11 | 1 | 0.03% | 0.12% | 0.30% | Q3 2020 | Q3 2023 | 12 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.08% | 0.40% | Q1 2019 | Q3 2023 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 12 |
Cable Hill Partners, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q1 2019 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.04% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Marietta Wealth Management, LLC | 7 | 5 | 0.12% | 0.16% | 0.25% | Q4 2016 | Q2 2020 | 12 |
Summit Global Investments | 6 | 6 | 0.04% | 0.46% | 0.95% | Q4 2016 | Q2 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.10% | 0.27% | Q1 2020 | Q4 2022 | 12 |
Kovack Advisors, Inc. | 12 | 12 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q1 2022 | 12 |
Solstein Capital, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.19% | 0.39% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 1.35% | 1.75% | 2.11% | Q4 2018 | Q3 2021 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
HighMark Wealth Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.13% | 0.28% | 0.44% | Q4 2020 | Q3 2023 | 12 |
PAX Financial Group, LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
StrongBox Wealth, LLC | 12 | 12 | 0.14% | 0.19% | 0.32% | Q1 2020 | Q4 2022 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 1.16% | 1.26% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.20% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Veritas Investment Partners (UK) Ltd. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.07% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.71% | 0.85% | 0.96% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
FRED ALGER MANAGEMENT, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 12 |
MJP ASSOCIATES INC /ADV | 12 | 12 | 0.06% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMICA PENSION FUND BOARD OF TRUSTEES | 9 | 3 | 0.03% | 0.07% | 0.10% | Q2 2015 | Q4 2018 | 12 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.02% | 0.29% | 0.51% | Q2 2015 | Q2 2023 | 12 |
JOHN G ULLMAN & ASSOCIATES INC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
FRONT BARNETT ASSOCIATES LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
SUMITOMO LIFE INSURANCE CO | 12 | 12 | 0.03% | 0.11% | 0.18% | Q3 2018 | Q2 2021 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.05% | 0.13% | 0.20% | Q4 2018 | Q3 2021 | 12 |
Lido Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Railway Pension Investments Ltd | 8 | 3 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q4 2022 | 11 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 8 | 1 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q1 2023 | 11 |
Wharton Business Group, LLC | 11 | 11 | 0.12% | 0.25% | 0.31% | Q2 2015 | Q4 2017 | 11 |
STEEL GROVE CAPITAL ADVISORS, LLC | 11 | 11 | 0.87% | 1.06% | 1.22% | Q1 2017 | Q3 2019 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Triton Wealth Management, PLLC | 11 | 11 | 0.10% | 0.16% | 0.33% | Q1 2020 | Q3 2022 | 11 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 11 | 11 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q4 2017 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 11 |
Farmers National Bank | 9 | 2 | 0.04% | 0.07% | 0.09% | Q2 2016 | Q2 2019 | 11 |
Winfield Associates, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2017 | 11 |
Boston Trust Walden Corp | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2017 | 11 |
Private Harbour Investment Management & Counsel, LLC | 11 | 11 | 0.85% | 0.97% | 1.20% | Q1 2021 | Q3 2023 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
Icon Wealth Partners, LLC | 8 | 3 | 0.07% | 0.24% | 0.39% | Q3 2020 | Q3 2023 | 11 |
Ridgewood Investments LLC | 9 | 2 | 0.00% | 0.25% | 0.33% | Q4 2016 | Q2 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Van Hulzen Asset Management, LLC | 8 | 3 | 0.07% | 0.15% | 0.32% | Q3 2020 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.04% | 0.14% | 0.48% | Q4 2018 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Exchange Capital Management, Inc. | 5 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2022 | 11 |
GLG LLC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q4 2017 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Virtus Fund Advisers, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
Jackson Wealth Management, LLC | 11 | 11 | 0.11% | 0.19% | 0.29% | Q1 2020 | Q3 2022 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.17% | 0.30% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Krane Funds Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
FARR MILLER & WASHINGTON LLC/DC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2021 | 11 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 8 | 1 | 0.02% | 0.27% | 1.84% | Q2 2015 | Q3 2023 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.00% | 0.19% | 0.35% | Q2 2017 | Q4 2019 | 11 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.42% | 0.95% | Q2 2016 | Q3 2023 | 11 |
Kohmann Bosshard Financial Services, LLC | 6 | 2 | 0.04% | 0.06% | 0.10% | Q3 2019 | Q1 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 1.10% | 1.40% | 2.06% | Q4 2019 | Q2 2022 | 11 |
Richard Bernstein Advisors LLC | 8 | 3 | 0.05% | 0.15% | 0.27% | Q1 2019 | Q2 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Texas Yale Capital Corp. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2018 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 11 |
DC Investments Management, LLC | 11 | 11 | 0.14% | 0.42% | 0.68% | Q4 2017 | Q2 2020 | 11 |
Zimmer Partners, LP | 3 | 1 | 0.02% | 0.38% | 1.39% | Q2 2015 | Q3 2021 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Zions Bancorporation | 9 | 2 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2018 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.03% | 0.17% | Q2 2015 | Q3 2022 | 11 |
Meiji Yasuda Life Insurance Co | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
BRASADA CAPITAL MANAGEMENT, LP | 8 | 3 | 0.24% | 0.42% | 0.79% | Q2 2020 | Q3 2023 | 11 |
Joel Isaacson & Co., LLC | 7 | 4 | 0.01% | 0.03% | 0.08% | Q2 2015 | Q4 2019 | 11 |
Archer Investment Corp | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 11 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.07% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Eudaimonia Partners, LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2022 | 11 |
SII INVESTMENTS INC/WI | 11 | 11 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q4 2017 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q2 2021 | 11 |
Journey Advisory Group, LLC | 11 | 11 | 0.07% | 0.24% | 0.37% | Q1 2021 | Q3 2023 | 11 |
Blueshift Asset Management, LLC | 7 | 1 | 0.02% | 0.26% | 0.72% | Q4 2018 | Q3 2022 | 11 |
Voya Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2020 | 11 |
Fairhaven Wealth Management, LLC | 8 | 1 | 0.09% | 0.13% | 0.22% | Q4 2018 | Q3 2022 | 11 |
GAM Holding AG | 9 | 1 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q4 2019 | 10 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 10 | 10 | 0.07% | 0.14% | 0.27% | Q1 2019 | Q2 2021 | 10 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.02% | 0.13% | Q1 2017 | Q3 2021 | 10 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.10% | 0.18% | 0.30% | Q1 2021 | Q3 2023 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
MinichMacGregor Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Curbstone Financial Management Corp | 10 | 10 | 0.14% | 0.18% | 0.20% | Q2 2015 | Q3 2017 | 10 |
First PREMIER Bank | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 10 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 2.19% | 2.42% | 2.82% | Q2 2021 | Q3 2023 | 10 |
Voit & Company, LLC | 8 | 8 | 0.00% | 3.63% | 5.22% | Q4 2018 | Q3 2020 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 10 |
LORD, ABBETT & CO. LLC | 7 | 1 | 0.07% | 0.14% | 0.28% | Q2 2016 | Q3 2022 | 10 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Ballentine Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Financial Advisors Network, Inc. | 3 | 1 | 0.07% | 0.12% | 0.20% | Q4 2016 | Q3 2023 | 10 |
SpiderRock Advisors, LLC | 8 | 8 | 0.01% | 0.08% | 0.17% | Q1 2020 | Q4 2021 | 10 |
SIMON QUICK ADVISORS, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 10 |
TCW GROUP INC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 10 |
Natixis Investment Managers International | 5 | 1 | 0.01% | 0.05% | 0.16% | Q2 2015 | Q2 2022 | 10 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
CPWM, LLC | 10 | 10 | 0.05% | 0.07% | 0.11% | Q3 2015 | Q4 2017 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 8 | 2 | 0.26% | 0.49% | 0.65% | Q2 2018 | Q3 2023 | 10 |
CSS LLC/IL | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 10 |
JAMES INVESTMENT RESEARCH INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
THOMPSON DAVIS & CO., INC. | 10 | 10 | 0.01% | 0.08% | 0.33% | Q2 2015 | Q3 2017 | 10 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2017 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
NATIONAL PLANNING CORP | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2017 | 10 |
O'Shares Investment Advisers, LLC | 6 | 4 | 0.17% | 0.20% | 0.26% | Q4 2018 | Q2 2021 | 10 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 3 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q2 2022 | 10 |
MBE Wealth Management, LLC | 8 | 1 | 0.11% | 0.15% | 0.22% | Q1 2020 | Q3 2023 | 10 |
ALPHASIMPLEX GROUP, LLC | 6 | 4 | 0.12% | 0.17% | 0.22% | Q1 2019 | Q3 2021 | 10 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 10 | 0.32% | 1.48% | 2.54% | Q3 2015 | Q4 2017 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Brandywine Global Investment Management, LLC | 8 | 2 | 0.00% | 0.11% | 0.17% | Q3 2016 | Q4 2019 | 10 |
ORRSTOWN FINANCIAL SERVICES INC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2019 | 10 |
AMF Tjanstepension AB | 10 | 10 | 0.34% | 0.50% | 0.78% | Q2 2015 | Q3 2017 | 10 |
Citizens Business Bank | 10 | 10 | 0.06% | 0.18% | 0.29% | Q3 2015 | Q4 2017 | 10 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 10 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 10 | 0.10% | 0.13% | 0.22% | Q2 2015 | Q3 2017 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
BEACON FINANCIAL GROUP | 10 | 10 | 0.04% | 0.08% | 0.12% | Q2 2016 | Q3 2018 | 10 |
Nationwide Fund Advisors | 10 | 10 | 0.04% | 0.07% | 0.18% | Q2 2015 | Q3 2017 | 10 |
ANCHOR CAPITAL ADVISORS LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2020 | 10 |
NIPPON LIFE INSURANCE CO | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2017 | 10 |
SouthState Corp | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 10 |
Willingdon Wealth Management | 9 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q1 2020 | 10 |
Newbridge Financial Services Group, Inc. | 8 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 9 |
Xact Kapitalforvaltning AB | 5 | 4 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2018 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Geneva Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q2 2017 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.03% | 0.17% | 0.28% | Q2 2015 | Q3 2023 | 9 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 9 | 9 | 0.60% | 1.72% | 2.51% | Q3 2021 | Q3 2023 | 9 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 2 | 0.01% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 9 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.05% | 0.09% | 0.13% | Q2 2016 | Q1 2020 | 9 |
Boit C F David | 5 | 4 | 0.01% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
Gladstone Institutional Advisory LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Hirtle Callaghan & Co LLC | 6 | 3 | 0.11% | 0.16% | 0.24% | Q1 2016 | Q4 2018 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Corbenic Partners LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2017 | 9 |
Arden Trust Co | 9 | 9 | 0.07% | 0.11% | 0.14% | Q2 2019 | Q2 2021 | 9 |
ATWOOD & PALMER INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2021 | 9 |
Mascoma Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WFG Advisors, LP | 9 | 9 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q2 2017 | 9 |
JCIC Asset Management Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
CHURCHILL MANAGEMENT Corp | 7 | 2 | 0.06% | 0.45% | 0.90% | Q2 2015 | Q4 2017 | 9 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q3 2023 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.18% | 0.22% | 0.30% | Q2 2017 | Q2 2019 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.21% | 0.33% | 0.56% | Q4 2020 | Q1 2023 | 9 |
FORA Capital, LLC | 3 | 1 | 0.03% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Estate Counselors, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 9 |
Bredin Investment LLC | 9 | 9 | 0.33% | 0.43% | 0.55% | Q4 2017 | Q4 2019 | 9 |
Braun-Bostich & Associates Inc. | 6 | 3 | 0.01% | 0.07% | 0.14% | Q1 2018 | Q2 2020 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 9 |
Cowen Prime Services LLC | 6 | 3 | 0.07% | 0.08% | 0.11% | Q2 2015 | Q2 2018 | 9 |
Doyle Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 9 |
AHL Partners LLP | 8 | 1 | 0.01% | 0.12% | 0.46% | Q2 2015 | Q4 2017 | 9 |
Perigon Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q3 2011 | Q2 2023 | 9 |
WealthTrust-Arizona, LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 9 |
ARGI Investment Services, LLC | 4 | 2 | 0.05% | 0.07% | 0.12% | Q2 2015 | Q4 2018 | 9 |
Sterling Investment Advisors, Ltd. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
ClearBridge Investments Ltd | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 9 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.09% | 0.84% | 1.72% | Q2 2015 | Q3 2019 | 9 |
CARILLON TOWER ADVISERS, INC. | 9 | 9 | 0.11% | 0.38% | 0.71% | Q4 2018 | Q4 2020 | 9 |
Arvest Bank Trust Division | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2019 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Fiera Capital Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 9 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 9 | 9 | 0.16% | 0.20% | 0.24% | Q4 2017 | Q4 2019 | 9 |
VESTOR CAPITAL, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Sentry Investments Corp. | 9 | 9 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q1 2018 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 9 |
Mandatum Life Insurance Co Ltd | 9 | 9 | 0.04% | 0.06% | 0.12% | Q4 2015 | Q4 2017 | 9 |
EP Wealth Advisors, LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Shorepoint Capital Partners LLC | 8 | 1 | 0.09% | 0.23% | 0.32% | Q1 2019 | Q4 2022 | 9 |
CAPSTONE ASSET MANAGEMENT CO | 9 | 9 | 0.06% | 0.11% | 0.19% | Q2 2015 | Q2 2017 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 9 |
SRB CORP | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2016 | Q3 2018 | 9 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 9 | 9 | 0.08% | 0.10% | 0.11% | Q2 2015 | Q2 2017 | 9 |
Bayesian Capital Management, LP | 2 | 1 | 0.02% | 0.15% | 0.32% | Q3 2017 | Q3 2023 | 9 |
TIEMANN INVESTMENT ADVISORS, LLC | 6 | 3 | 0.17% | 0.23% | 0.28% | Q3 2015 | Q3 2019 | 9 |
EDGE ASSET MANAGEMENT, INC | 8 | 8 | 0.65% | 0.83% | 0.96% | Q2 2015 | Q1 2017 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.22% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q1 2017 | 8 |
City State Bank | 8 | 8 | 0.28% | 0.37% | 0.46% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.38% | 0.46% | 0.55% | Q3 2021 | Q2 2023 | 8 |
Planning Center, Inc. | 8 | 8 | 0.07% | 0.26% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q2 2017 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Virtus Investment Advisers, Inc. | 5 | 3 | 0.04% | 0.11% | 0.22% | Q3 2016 | Q1 2023 | 8 |
BRINKER CAPITAL INC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 8 |
Neo Ivy Capital Management | 4 | 1 | 0.04% | 0.31% | 0.64% | Q1 2020 | Q2 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.19% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 0.34% | 0.42% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 1 | 0.00% | 0.13% | 0.18% | Q3 2016 | Q4 2018 | 8 |
Security National Bank | 8 | 8 | 0.84% | 0.91% | 1.00% | Q1 2017 | Q4 2018 | 8 |
44 WEALTH MANAGEMENT LLC | 7 | 1 | 0.14% | 2.01% | 2.57% | Q4 2020 | Q2 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Te Ahumairangi Investment Management Ltd | 8 | 8 | 0.10% | 0.28% | 0.47% | Q3 2020 | Q2 2022 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TIAA CREF TRUST CO FSB/MO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 8 |
West Family Investments, Inc. | 6 | 2 | 0.11% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Tortoise Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 8 |
CT Financial Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q1 2017 | 8 |
GANTZERT INVESTMENT CO LLC /ADV | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 8 |
OPTIONS SOLUTIONS, LLC | 8 | 8 | 3.72% | 4.76% | 5.96% | Q4 2021 | Q3 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Aquila Investment Management LLC | 8 | 8 | 1.36% | 2.19% | 2.97% | Q4 2021 | Q3 2023 | 8 |
FORBES J M & CO LLP | 8 | 8 | 1.62% | 1.72% | 1.94% | Q1 2016 | Q4 2017 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2022 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.18% | 0.30% | 0.55% | Q4 2019 | Q3 2021 | 8 |
Sagefield Capital LP | 8 | 8 | 0.36% | 0.83% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Mattern Wealth Management LLC | 5 | 3 | 0.23% | 0.44% | 0.69% | Q4 2019 | Q3 2023 | 8 |
Altium Wealth Management LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 8 |
First Affirmative Financial Network | 8 | 8 | 0.38% | 0.44% | 0.50% | Q3 2021 | Q2 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2023 | 8 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Grove Bank & Trust | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 7 | 1 | 0.00% | 0.04% | 0.16% | Q3 2021 | Q3 2023 | 8 |
Parkwood LLC | 8 | 8 | 0.04% | 0.11% | 0.20% | Q2 2015 | Q1 2017 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.49% | 0.58% | 0.66% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.17% | 0.39% | Q3 2016 | Q3 2023 | 8 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
American Assets Investment Management, LLC | 8 | 8 | 0.45% | 0.54% | 0.63% | Q4 2021 | Q3 2023 | 8 |
JANUS HENDERSON INVESTORS US LLC | 8 | 8 | 0.04% | 0.10% | 0.14% | Q2 2015 | Q1 2017 | 8 |
Capital Investment Services of America, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
VIKING FUND MANAGEMENT LLC | 6 | 2 | 0.28% | 0.69% | 1.59% | Q4 2017 | Q2 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
DIAMANT ASSET MANAGEMENT, INC. | 8 | 8 | 0.04% | 0.21% | 0.27% | Q4 2017 | Q3 2019 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 0.01% | 0.08% | 0.55% | Q2 2015 | Q1 2017 | 8 |
Covenant Partners, LLC | 8 | 8 | 0.09% | 0.13% | 0.17% | Q2 2019 | Q1 2021 | 8 |
Ziegler Capital Management, LLC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
OLD NATIONAL BANCORP /IN/ | 7 | 1 | 0.01% | 0.25% | 0.37% | Q3 2015 | Q3 2023 | 8 |
Yorktown Management & Research Co Inc | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q3 2018 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Glenview Trust Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AlphaOne Investment Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.11% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Mondrian Investment Partners LTD | 5 | 3 | 0.00% | 0.15% | 0.26% | Q1 2016 | Q2 2019 | 8 |
Sabal Trust CO | 8 | 8 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
KENFARB & CO. | 8 | 8 | 1.33% | 1.58% | 1.78% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Cox Capital Mgt LLC | 6 | 1 | 0.02% | 0.56% | 1.59% | Q2 2018 | Q1 2020 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.12% | 0.20% | 0.30% | Q4 2020 | Q2 2023 | 7 |
Paragon Capital Management LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q4 2017 | 7 |
Cornerstone Advisors, LLC | 5 | 2 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
OneAscent Financial Services LLC | 5 | 2 | 0.12% | 0.17% | 0.25% | Q2 2020 | Q2 2023 | 7 |
BlackRock Japan Co. Ltd | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q4 2016 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.02% | 0.09% | 0.16% | Q2 2015 | Q4 2016 | 7 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
AlphaStar Capital Management, LLC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 7 | 7 | 1.19% | 1.85% | 2.38% | Q2 2015 | Q4 2016 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q2 2021 | 7 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 7 | 7 | 0.08% | 0.88% | 1.16% | Q2 2015 | Q4 2016 | 7 |
STONERIDGE INVESTMENT PARTNERS LLC | 7 | 7 | 1.17% | 1.84% | 2.65% | Q1 2022 | Q3 2023 | 7 |
LYNCH & ASSOCIATES/IN | 7 | 7 | 0.13% | 0.29% | 0.35% | Q2 2015 | Q4 2016 | 7 |
NORTHSTAR ASSET MANAGEMENT INC | 7 | 7 | 0.12% | 0.16% | 0.18% | Q2 2021 | Q4 2022 | 7 |
INTEGRATED WEALTH COUNSEL, LLC | 7 | 7 | 0.04% | 0.08% | 0.10% | Q2 2015 | Q4 2016 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.01% | 0.11% | 0.58% | Q2 2021 | Q4 2022 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Sciencast Management LP | 3 | 1 | 0.16% | 0.54% | 0.91% | Q2 2016 | Q1 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 7 |
CHICAGO EQUITY PARTNERS LLC | 5 | 2 | 0.02% | 0.07% | 0.13% | Q2 2015 | Q1 2020 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q1 2017 | 7 |
GSB Wealth Management, LLC | 7 | 7 | 0.08% | 0.10% | 0.14% | Q1 2021 | Q3 2022 | 7 |
StrategIQ Financial Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 1 | 0.04% | 0.08% | 0.29% | Q4 2020 | Q3 2023 | 7 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.06% | 0.08% | 0.09% | Q4 2015 | Q4 2019 | 7 |
LMR Partners LLP | 4 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q2 2020 | 7 |
DENALI ADVISORS LLC | 3 | 2 | 0.06% | 0.17% | 0.39% | Q2 2015 | Q4 2022 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.09% | 0.12% | 0.15% | Q2 2015 | Q4 2016 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Delphi Private Advisors LLC | 7 | 7 | 0.07% | 0.12% | 0.24% | Q4 2015 | Q2 2017 | 7 |
BlackRock Investment Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q4 2016 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Andra AP-fonden | 4 | 1 | 0.06% | 0.16% | 0.37% | Q3 2015 | Q3 2023 | 7 |
Artemis Investment Management LLP | 5 | 2 | 0.01% | 0.25% | 0.38% | Q3 2015 | Q3 2017 | 7 |
JENNISON ASSOCIATES LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q3 2015 | Q1 2017 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2016 | 7 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 7 |
Symmetry Partners, LLC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2022 | 7 |
CAPITAL GUARDIAN TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
SCOTIA CAPITAL INC. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 7 |
AIA Group Ltd | 6 | 1 | 0.00% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 7 |
EVERENCE CAPITAL MANAGEMENT INC | 3 | 1 | 0.02% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2019 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Warther Private Wealth, LLC | 7 | 7 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q2 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Horizons Wealth Management | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q4 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.23% | 0.30% | 0.37% | Q2 2022 | Q4 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.66% | 0.73% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Legacy Advisors, LLC | 5 | 2 | 0.01% | 0.01% | 0.04% | Q3 2017 | Q2 2019 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.13% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.09% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 7 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.00% | 0.11% | 0.33% | Q2 2015 | Q2 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BlackRock Group LTD | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q4 2016 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 7 |
DUALITY ADVISERS, LP | 3 | 1 | 0.02% | 0.37% | 0.84% | Q3 2020 | Q4 2022 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.14% | 0.24% | Q1 2020 | Q2 2023 | 7 |
Integre Asset Management, LLC | 7 | 7 | 0.18% | 0.30% | 0.43% | Q2 2015 | Q4 2016 | 7 |
Eventide Asset Management | 5 | 2 | 0.06% | 0.24% | 0.41% | Q1 2020 | Q1 2023 | 7 |
BlackRock Institutional Trust Company, N.A. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q4 2016 | 7 |
Castellan Group | 7 | 7 | 0.33% | 1.02% | 1.82% | Q4 2020 | Q2 2022 | 7 |
WOLFF WIESE MAGANA LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.07% | 0.18% | Q4 2020 | Q1 2023 | 7 |
Fulcrum Asset Management LLP | 5 | 2 | 0.08% | 0.58% | 1.61% | Q2 2020 | Q1 2022 | 7 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Horizon Investment Services, LLC | 7 | 7 | 0.33% | 0.42% | 0.50% | Q4 2017 | Q2 2019 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Royal Fund Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q1 2020 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q4 2016 | 7 |
Bank OZK | 7 | 7 | 0.18% | 0.26% | 0.52% | Q4 2021 | Q2 2023 | 7 |
Norway Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.03% | 0.17% | 0.36% | Q1 2022 | Q3 2023 | 6 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.07% | 0.27% | Q3 2020 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CWS Financial Advisors, LLC | 3 | 3 | 0.09% | 0.21% | 0.33% | Q4 2019 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Accel Wealth Management | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
PATTEN & PATTEN INC/TN | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2020 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LCNB CORP | 6 | 6 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Maple Capital Management, Inc. | 6 | 6 | 0.12% | 0.14% | 0.17% | Q4 2015 | Q1 2017 | 6 |
ClariVest Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Cooper Financial Group | 6 | 6 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q2 2020 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q4 2023 | 6 |
Qtron Investments LLC | 6 | 6 | 0.05% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 6 |
BOSTON RESEARCH & MANAGEMENT INC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q2 2022 | 6 |
JARISLOWSKY, FRASER Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
KANALY TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.16% | 0.18% | 0.21% | Q4 2020 | Q1 2022 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 6 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.09% | 0.38% | 0.65% | Q3 2015 | Q4 2017 | 6 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Dorsey Wright & Associates | 6 | 6 | 0.08% | 0.33% | 0.80% | Q2 2019 | Q3 2020 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
CALDWELL & ORKIN INC | 3 | 3 | 0.14% | 0.20% | 0.28% | Q1 2016 | Q3 2017 | 6 |
Blue Barn Wealth, LLC | 6 | 6 | 0.17% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Harfst & Associates, Inc. | 6 | 6 | 0.15% | 0.18% | 0.27% | Q2 2015 | Q3 2016 | 6 |
State of Wyoming | 6 | 6 | 0.02% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
DALTON GREINER HARTMAN MAHER & CO | 6 | 6 | 0.62% | 1.12% | 1.53% | Q2 2015 | Q3 2016 | 6 |
First Dallas Securities Inc. | 6 | 6 | 0.17% | 0.19% | 0.24% | Q2 2015 | Q3 2016 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.18% | 0.26% | 0.38% | Q3 2018 | Q3 2023 | 6 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2018 | 6 |
Peregrine Asset Advisers, Inc. | 5 | 1 | 0.09% | 0.23% | 0.50% | Q1 2018 | Q1 2020 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.27% | 1.03% | 2.98% | Q2 2016 | Q3 2023 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q4 2017 | 6 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.03% | 0.19% | 0.32% | Q2 2016 | Q1 2022 | 6 |
Measured Wealth Private Client Group, LLC | 3 | 1 | 0.03% | 0.08% | 0.10% | Q3 2018 | Q2 2022 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.22% | 0.28% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.08% | 0.45% | Q4 2020 | Q3 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Investors Research Corp | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Integrated Wealth Management | 6 | 6 | 0.09% | 0.10% | 0.11% | Q4 2015 | Q1 2017 | 6 |
Shinko Asset Management Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.02% | 0.02% | 0.05% | Q2 2017 | Q3 2018 | 6 |
COMPTON CAPITAL MANAGEMENT INC /RI | 6 | 6 | 0.08% | 0.13% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Bridgefront Capital, LLC | 3 | 1 | 0.24% | 0.44% | 0.82% | Q2 2021 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.24% | 0.28% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.01% | 0.15% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 6 | 6 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q1 2023 | 6 |
Mizuho Trust & Banking Co., Ltd. | 6 | 6 | 0.05% | 0.08% | 0.10% | Q2 2015 | Q3 2016 | 6 |
Quantamental Technologies LLC | 1 | 1 | 0.10% | 0.39% | 1.13% | Q2 2020 | Q2 2023 | 6 |
NewDay Solutions, LLC | 5 | 1 | 0.24% | 0.91% | 2.92% | Q4 2018 | Q2 2020 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.00% | 0.62% | 0.79% | Q1 2021 | Q2 2022 | 6 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.04% | 0.09% | 0.16% | Q1 2021 | Q4 2022 | 6 |
Global Financial Private Capital, Inc | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2018 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2017 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Dai-ichi Life Holdings, Inc. | 6 | 6 | 0.09% | 0.16% | 0.26% | Q2 2015 | Q3 2016 | 6 |
Quantinno Capital Management LP | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
BESSEMER SECURITIES LLC | 4 | 1 | 0.08% | 0.23% | 0.37% | Q4 2019 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Minot Wealth Management LLC | 5 | 5 | 0.10% | 0.14% | 0.20% | Q4 2019 | Q4 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Cordatus Wealth Management LLC | 5 | 5 | 0.38% | 0.64% | 1.04% | Q4 2018 | Q4 2019 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Values First Advisors, Inc. | 5 | 5 | 0.15% | 0.20% | 0.24% | Q2 2022 | Q2 2023 | 5 |
Ascent Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 5 |
Mizuho Asset Management Co.,Ltd. | 3 | 2 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q3 2016 | 5 |
Capital Bank & Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 5 |
Beck Bode, LLC | 3 | 1 | 0.03% | 1.70% | 2.47% | Q3 2020 | Q1 2023 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.25% | 0.32% | 0.41% | Q4 2022 | Q4 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q4 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q3 2023 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Stevard, LLC | 5 | 5 | 0.09% | 0.19% | 0.34% | Q4 2019 | Q4 2020 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 4.47% | 4.81% | 5.25% | Q4 2021 | Q4 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.09% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Northwest Quadrant Wealth Management, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2018 | Q3 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
CrestPoint Capital Management, LLC | 5 | 5 | 0.38% | 0.40% | 0.44% | Q1 2016 | Q1 2017 | 5 |
Meridian Wealth Management, LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q1 2021 | 5 |
FDO Partners, LLC | 3 | 2 | 0.09% | 0.28% | 0.73% | Q4 2015 | Q2 2017 | 5 |
VISTA CAPITAL PARTNERS, INC. | 5 | 5 | 0.03% | 0.10% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.12% | 0.30% | Q2 2018 | Q2 2019 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Bowman & Co S.C. | 3 | 2 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q1 2023 | 5 |
BRIDGES INVESTMENT COUNSEL INC/ | 3 | 2 | 0.05% | 0.06% | 0.09% | Q3 2015 | Q2 2017 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 5 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 5 |
A.R.T. Advisors, LLC | 2 | 1 | 0.06% | 0.09% | 0.17% | Q2 2015 | Q2 2018 | 5 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 5 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 5 |
DELTA LLOYD NV | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q3 2016 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 5 | 0.38% | 0.48% | 0.56% | Q4 2018 | Q4 2019 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 5 |
LNZ Capital LP | 2 | 1 | 1.25% | 4.15% | 8.06% | Q4 2015 | Q1 2021 | 5 |
Allegis Investment Advisors, LLC | 4 | 1 | 0.03% | 0.11% | 0.18% | Q4 2015 | Q1 2018 | 5 |
CLINTON GROUP INC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2017 | 5 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
NORTHPOINTE CAPITAL LLC | 4 | 1 | 0.38% | 0.54% | 0.98% | Q1 2016 | Q3 2019 | 5 |
Zurich Insurance Group Ltd/FI | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q4 2017 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
OneAscent Wealth Management LLC | 5 | 5 | 0.12% | 0.13% | 0.16% | Q2 2022 | Q2 2023 | 5 |
Teza Capital Management LLC | 1 | 1 | 0.14% | 0.27% | 0.42% | Q4 2017 | Q3 2022 | 5 |
Versor Investments LP | 2 | 1 | 0.01% | 0.09% | 0.15% | Q4 2017 | Q3 2022 | 5 |
Cognios Capital, LLC | 5 | 5 | 0.08% | 0.55% | 0.94% | Q3 2017 | Q3 2018 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2022 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q2 2015 | Q2 2016 | 5 |
Galvin, Gaustad & Stein, LLC | 5 | 5 | 0.02% | 0.37% | 0.72% | Q3 2021 | Q3 2022 | 5 |
Marks Group Wealth Management, Inc | 5 | 5 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q4 2022 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 5 |
FIRST CITIZENS BANK & TRUST CO | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2016 | Q3 2017 | 5 |
Blossom Wealth Management | 3 | 2 | 0.90% | 1.00% | 1.18% | Q1 2022 | Q3 2023 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.23% | 0.54% | 1.34% | Q4 2019 | Q2 2023 | 5 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.05% | 0.09% | Q2 2017 | Q3 2019 | 5 |
Centennial Wealth Advisory LLC | 5 | 5 | 0.12% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 3 | 2 | 0.00% | 0.03% | 0.13% | Q3 2019 | Q4 2021 | 5 |
Dakota Wealth Management | 5 | 5 | 0.02% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
FIRSTMERIT BANK N A TRUSTEE | 5 | 5 | 0.34% | 0.41% | 0.46% | Q2 2015 | Q2 2016 | 5 |
KWMG, LLC | 5 | 5 | 0.12% | 0.14% | 0.16% | Q3 2015 | Q3 2016 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.17% | 0.34% | 0.63% | Q3 2016 | Q3 2018 | 5 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2023 | 5 |
MorganRosel Wealth Management, LLC | 5 | 5 | 0.21% | 0.22% | 0.24% | Q4 2018 | Q4 2019 | 5 |
Arabesque Asset Management Ltd | 5 | 5 | 0.56% | 0.85% | 1.33% | Q4 2018 | Q4 2019 | 5 |
Oak Thistle LLC | 4 | 1 | 0.21% | 0.63% | 0.97% | Q2 2022 | Q3 2023 | 5 |
FIRST NATIONAL BANK SIOUX FALLS | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2015 | Q3 2016 | 5 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2020 | 5 |
Kavar Capital Partners, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q1 2019 | Q1 2020 | 5 |
Live Oak Private Wealth LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q4 2017 | 5 |
Strategic Blueprint, LLC | 3 | 1 | 0.02% | 0.05% | 0.13% | Q3 2019 | Q4 2022 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q1 2019 | 4 |
Burt Wealth Advisors | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q4 2020 | 4 |
Brick & Kyle, Associates | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2016 | Q1 2017 | 4 |
Pensionfund Sabic | 2 | 2 | 0.47% | 0.72% | 1.05% | Q2 2015 | Q2 2016 | 4 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.15% | 0.25% | Q2 2021 | Q2 2022 | 4 |
Airain ltd | 2 | 1 | 0.02% | 0.15% | 0.39% | Q4 2015 | Q2 2017 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.59% | 0.93% | 1.33% | Q4 2015 | Q3 2016 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.02% | 0.06% | 0.11% | Q2 2015 | Q1 2016 | 4 |
Pegasus Partners Ltd. | 4 | 4 | 0.10% | 0.18% | 0.21% | Q2 2019 | Q1 2020 | 4 |
Callan Capital, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q1 2021 | 4 |
Pendal Group Ltd | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Aptus Capital Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 4 |
Arbor Wealth Management, LLC | 2 | 1 | 0.02% | 0.58% | 2.25% | Q4 2015 | Q1 2019 | 4 |
SANDERS MORRIS HARRIS LLC | 4 | 4 | 0.10% | 0.23% | 0.42% | Q2 2019 | Q1 2020 | 4 |
New England Investment & Retirement Group, Inc. | 4 | 4 | 0.63% | 1.35% | 2.22% | Q1 2016 | Q4 2016 | 4 |
USCA RIA LLC | 2 | 1 | 0.20% | 0.27% | 0.32% | Q4 2016 | Q1 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 1 | 0.20% | 0.68% | 1.13% | Q1 2017 | Q4 2020 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Shilanski & Associates, Inc. | 4 | 4 | 0.52% | 0.58% | 0.71% | Q4 2019 | Q3 2020 | 4 |
Trilogy Capital Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q4 2018 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q4 2022 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2018 | 4 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
West Branch Capital LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
First National Bank of South Miami | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.22% | 0.31% | Q4 2018 | Q3 2023 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Principal Street Partners, LLC | 2 | 1 | 0.05% | 0.15% | 0.40% | Q1 2020 | Q4 2022 | 4 |
Claro Advisors LLC | 3 | 1 | 0.01% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q2 2021 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
Trek Financial, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
NORGES BANK | 4 | 4 | 0.00% | 0.06% | 0.10% | Q2 2015 | Q1 2016 | 4 |
RMR Wealth Builders | 2 | 1 | 0.03% | 0.08% | 0.12% | Q4 2019 | Q1 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q4 2020 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q4 2022 | 4 |
NinePointTwo Capital LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.10% | 0.22% | Q1 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.15% | 0.23% | 0.27% | Q1 2022 | Q4 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
SMITH SHELLNUT WILSON LLC /ADV | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2016 | Q3 2017 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.68% | 0.75% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.40% | 0.45% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Enhancing Capital LLC | 4 | 4 | 1.23% | 1.28% | 1.41% | Q4 2021 | Q3 2022 | 4 |
New Millennium Group LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Intelligent Financial Strategies | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Paragon Private Wealth Management, LLC | 4 | 4 | 0.28% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FREEDOM WEALTH ALLIANCE, LLC | 4 | 4 | 0.79% | 0.96% | 1.08% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 3 | 1 | 0.00% | 0.08% | 0.11% | Q1 2022 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.16% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.15% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.42% | 0.64% | 0.72% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.52% | 0.62% | 0.76% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.28% | 0.34% | 0.46% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 0.30% | 0.39% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Compass Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.59% | 0.72% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
LEWIS CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.35% | 0.42% | 0.49% | Q4 2021 | Q3 2022 | 4 |
TD Securities (USA) LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q1 2016 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
BANK OF THE WEST | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q2 2016 | 4 |
HHG & Company, LLC | 4 | 4 | 0.65% | 0.74% | 0.83% | Q2 2015 | Q1 2016 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
PartnerRe Asset Management CORP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2015 | Q1 2016 | 4 |
Pensionfund DSM Netherlands | 2 | 2 | 0.47% | 0.70% | 1.00% | Q2 2015 | Q2 2016 | 4 |
RUSSELL FRANK CO/ | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q1 2016 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.02% | 0.32% | 0.64% | Q2 2015 | Q3 2017 | 4 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.46% | 0.51% | 0.58% | Q3 2015 | Q2 2016 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.62% | 0.88% | 1.11% | Q4 2015 | Q3 2016 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2019 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BAR HARBOR TRUST SERVICES | 4 | 4 | 3.05% | 3.81% | 4.33% | Q4 2015 | Q3 2016 | 4 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.08% | 0.14% | 0.18% | Q3 2015 | Q3 2019 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
StoneX Group Inc. | 4 | 4 | 0.81% | 1.25% | 1.54% | Q3 2016 | Q2 2017 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
EACHWIN CAPITAL, LP | 4 | 4 | 2.72% | 2.85% | 2.99% | Q4 2015 | Q3 2016 | 4 |
Riverview Trust Co | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.36% | 0.70% | 0.88% | Q1 2020 | Q3 2022 | 4 |
Formidable Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.16% | 0.18% | 0.23% | Q4 2018 | Q3 2019 | 4 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
COWA, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
Princeton Alpha Management LP | 3 | 3 | 0.26% | 0.32% | 0.37% | Q3 2016 | Q1 2017 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
CHILTON INVESTMENT CO INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
DEERE & CO | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
EQUITABLE TRUST CO | 1 | 1 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q2 2022 | 3 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Euclid Advisors LLC | 3 | 3 | 0.02% | 0.12% | 0.18% | Q4 2015 | Q2 2016 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
HBK INVESTMENTS L P | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2015 | Q2 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 3 | 0.22% | 0.36% | 0.45% | Q2 2022 | Q4 2022 | 3 |
Parametrica Management Ltd | 2 | 1 | 0.10% | 0.24% | 0.47% | Q4 2016 | Q4 2017 | 3 |
WEST MICHIGAN ADVISORS, LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.28% | 0.29% | 0.31% | Q3 2021 | Q1 2022 | 3 |
Chiron Investment Management, LLC | 2 | 1 | 0.00% | 0.09% | 0.17% | Q2 2022 | Q2 2023 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 3 |
CIBC BANK USA | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q2 2016 | 3 |
Ten Capital Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.03% | 0.08% | 0.11% | Q2 2016 | Q1 2017 | 3 |
CURIAN CAPITAL LLC | 3 | 3 | 0.30% | 0.35% | 0.38% | Q2 2015 | Q4 2015 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Integris Wealth Management, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.04% | 0.10% | Q2 2015 | Q1 2016 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Gilbert & Cook, Inc. | 3 | 3 | 0.06% | 0.11% | 0.14% | Q2 2022 | Q4 2022 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Brookfield Asset Management | 3 | 3 | 0.00% | 0.10% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.22% | 0.42% | 0.54% | Q1 2023 | Q3 2023 | 3 |
OMERS ADMINISTRATION Corp | 2 | 1 | 0.04% | 0.31% | 0.80% | Q2 2015 | Q4 2017 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2019 | Q1 2020 | 3 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.10% | 0.19% | Q2 2016 | Q4 2017 | 3 |
Crestline Management, LP | 3 | 3 | 0.12% | 0.28% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.32% | 0.38% | 0.42% | Q1 2022 | Q3 2022 | 3 |
Crabel Capital Management, LLC | 2 | 1 | 0.18% | 0.22% | 0.28% | Q1 2019 | Q4 2019 | 3 |
Mechanics Financial Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 1.70% | 2.03% | 2.37% | Q1 2016 | Q1 2020 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Peachtree Investment Partners, LLC | 3 | 3 | 0.18% | 0.28% | 0.41% | Q1 2019 | Q3 2019 | 3 |
RPG Investment Advisory, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 0.20% | 0.22% | 0.23% | Q4 2015 | Q2 2016 | 3 |
Ohio National Investments, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q4 2015 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.53% | 0.66% | 0.74% | Q2 2015 | Q4 2015 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Alera Investment Advisors, LLC | 2 | 1 | 0.00% | 0.11% | 0.24% | Q4 2018 | Q3 2020 | 3 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
ACCIDENT COMPENSATION CORP | 2 | 1 | 0.07% | 0.16% | 0.22% | Q2 2017 | Q2 2020 | 3 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 3 |
CARLSON CAPITAL L P | 1 | 1 | 0.00% | 0.15% | 0.35% | Q3 2016 | Q3 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Perpetual Ltd | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 3 |
Hamilton Capital, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q4 2022 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q2 2022 | Q4 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Beacon Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2017 | Q3 2017 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Hilltop Partners LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.06% | 0.12% | 0.20% | Q3 2018 | Q1 2020 | 3 |
Hedeker Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 3 |
Lebenthal Holdings,LLC | 2 | 1 | 0.05% | 0.09% | 0.15% | Q3 2015 | Q2 2016 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
O'Dell Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
DAVIS R M INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 3 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Elkhorn Investments, LLC | 2 | 1 | 0.86% | 0.92% | 0.96% | Q1 2017 | Q4 2017 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.03% | 0.20% | 0.32% | Q1 2021 | Q1 2022 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.19% | 0.26% | 0.36% | Q3 2017 | Q3 2019 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.15% | 0.36% | 0.52% | Q4 2018 | Q3 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Austin Private Wealth, LLC | 2 | 1 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Advisor OS, LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2022 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q2 2017 | 3 |
JSF Financial, LLC | 3 | 3 | 0.25% | 0.29% | 0.33% | Q1 2022 | Q3 2022 | 3 |
Robertson Stephens Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Meritage Group LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.14% | 0.16% | 0.17% | Q4 2017 | Q4 2018 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
SMITH HAYES Advisers, Inc | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2015 | Q1 2016 | 3 |
T. Rowe Price Investment Management, Inc. | 3 | 3 | 0.14% | 0.19% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Center for Financial Planning, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.05% | 0.12% | 0.16% | Q4 2015 | Q2 2016 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Lloyds Banking Group plc | 2 | 2 | 1.88% | 1.95% | 2.03% | Q3 2015 | Q4 2015 | 2 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Lansing Street Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2019 | Q3 2019 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q4 2023 | 2 |
Whitnell & Co. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Coann Capital LLC | 2 | 2 | 3.67% | 6.63% | 9.60% | Q2 2021 | Q3 2021 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q2 2022 | 2 |
Community Financial Services Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q3 2018 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
First Pacific Financial | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.78% | 0.99% | 1.20% | Q2 2016 | Q3 2016 | 2 |
Blackstart Capital LP | 1 | 1 | 2.91% | 3.67% | 4.43% | Q4 2016 | Q1 2020 | 2 |
Regency Capital Management Inc.\DE | 2 | 2 | 1.28% | 1.50% | 1.73% | Q4 2021 | Q1 2022 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.10% | 0.19% | Q4 2022 | Q3 2023 | 2 |
Signition LP | 1 | 1 | 0.17% | 1.61% | 3.05% | Q3 2018 | Q4 2019 | 2 |
440 INVESTMENT GROUP, LLC | 2 | 2 | 0.84% | 0.84% | 0.84% | Q3 2017 | Q4 2017 | 2 |
Graypoint LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Index Management Solutions, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 2 |
NatWest Group plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
BBVA USA | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q2 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q2 2016 | 2 |
Second Half Financial Partners, LLC | 2 | 2 | 2.95% | 2.95% | 2.95% | Q1 2022 | Q2 2022 | 2 |
Econ Financial Services Corp | 2 | 2 | 1.58% | 1.81% | 2.04% | Q3 2022 | Q4 2022 | 2 |
Poehling Capital Management, INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q2 2018 | 2 |
Nelson Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Waldron Private Wealth LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q2 2016 | Q1 2023 | 2 |
MQS Management LLC | 1 | 1 | 0.21% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
FINANCIAL ADVISORY PARTNERS, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2015 | Q3 2015 | 2 |
Horizon Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.18% | 0.22% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 0.33% | 0.38% | 0.42% | Q3 2022 | Q4 2022 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
AMERICAN FINANCIAL GROUP INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q3 2023 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.08% | 0.20% | 0.33% | Q4 2020 | Q1 2022 | 2 |
Estabrook Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
Cypress Capital Group | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q1 2019 | 2 |
TOBAM | 1 | 1 | 0.05% | 0.25% | 0.45% | Q3 2015 | Q1 2016 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.09% | 0.25% | 0.42% | Q2 2015 | Q3 2015 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q4 2018 | 2 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.60% | 0.73% | 0.87% | Q4 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Golden State Equity Partners | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Sound Financial Strategies Group, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 2 |
HoyleCohen, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.48% | 1.26% | 2.04% | Q4 2022 | Q1 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 2 |
Santa Fe Partners LLC | 2 | 2 | 0.14% | 0.32% | 0.50% | Q2 2015 | Q3 2015 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
EII CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MID CONTINENT CAPITAL LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Veracity Capital LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.01% | 0.30% | 0.58% | Q3 2015 | Q2 2016 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.02% | 0.08% | 0.15% | Q1 2017 | Q1 2017 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 2 |
CTC Capital Management, LLC | 2 | 2 | 0.86% | 1.56% | 2.26% | Q3 2022 | Q4 2022 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Sante Capital Fund, LP | 1 | 1 | 1.03% | 2.21% | 3.39% | Q1 2022 | Q3 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Capital Innovations LLC | 2 | 2 | 0.39% | 0.54% | 0.70% | Q1 2016 | Q2 2016 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Kovitz Investment Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 2 |
FCG ADVISORS, LLC | 1 | 1 | 0.11% | 0.15% | 0.18% | Q2 2016 | Q3 2020 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.66% | 0.68% | 0.70% | Q2 2023 | Q3 2023 | 2 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.25% | 0.25% | 0.26% | Q3 2022 | Q4 2022 | 2 |
Visium Asset Management, LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2015 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
KEMPNER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q2 2018 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
AMG National Trust Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.29% | 0.53% | 0.77% | Q4 2022 | Q1 2023 | 2 |
Day & Ennis, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.06% | 0.29% | 0.52% | Q3 2022 | Q2 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q1 2022 | 2 |
Ariel Investments | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q4 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2016 | Q3 2016 | 2 |
Members Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.49% | 0.49% | 0.50% | Q1 2019 | Q3 2022 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q1 2019 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.35% | 1.56% | 1.78% | Q4 2022 | Q2 2023 | 2 |
OFI Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.21% | 0.42% | Q4 2018 | Q1 2020 | 2 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Briaud Financial Planning, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Soros Fund Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2020 | Q2 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
H&H Retirement Design & Management INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HC Advisors, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q1 2020 | Q1 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealthquest Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2020 | Q1 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2023 | Q3 2023 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q2 2015 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bell Bank | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2015 | Q3 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 2.46% | 2.46% | 2.46% | Q2 2015 | Q2 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CQS Cayman LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Impax Asset Management Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
INTACT INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2020 | Q1 2020 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
Fosun International Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q1 2022 | Q1 2022 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 2.30% | 2.30% | 2.30% | Q2 2015 | Q2 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SG3 Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
COWEN INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
Clarity Financial LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
PEOPLES BANK /OH | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
AM Squared Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Lubar & Co., Inc | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2020 | Q1 2020 | 1 |
MANA Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2019 | Q1 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
MU Investments Co., Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
&PARTNERS | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
INTEGRAL INVESTMENT ADVISORS, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Wedmont Private Capital | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2019 | Q1 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2015 | Q2 2015 | 1 |
Kula Investments, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2015 | Q2 2015 | 1 |
Centenus Global Management, LP | 1 | 1 | 1.73% | 1.73% | 1.73% | Q1 2020 | Q1 2020 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Parplus Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2015 | Q2 2015 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2015 | Q3 2015 | 1 |
Trust Investment Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Empire Financial Management Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
EVEXIA WEALTH LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
IMS Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
BANK OF HAWAII | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
FARMERS TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Weil Company, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Longbow Capital Partners, L.P. | 1 | 1 | 8.34% | 8.34% | 8.34% | Q2 2015 | Q2 2015 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
NATIONAL PENN INVESTORS TRUST CO /PA | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2019 | Q3 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
GLG Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2021 | Q2 2021 | 1 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2016 | Q2 2016 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2019 | Q3 2019 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2015 | Q4 2015 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Kelman-Lazarov, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Duquesne Family Office | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2016 | Q1 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
S. MUOIO & CO. LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2015 | Q2 2015 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2018 | Q2 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WADE G W & INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
St. Louis Trust Co | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Rovida Advisors Inc. | 1 | 1 | 4.90% | 4.90% | 4.90% | Q1 2023 | Q1 2023 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
WealthStone, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FORT, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Sculptor Capital LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2015 | Q2 2015 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CCG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Quilter Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Forward Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Capital Square, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
HNP Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
General Partner, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own WEC ENERGY GROUP INC or have owned WEC ENERGY GROUP INC in the past.