Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 17 | 17 | 0.00% | 0.09% | 0.38% | Q4 2018 | Q4 2022 | 51 |
Citadel Advisors | 17 | 17 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q4 2022 | 51 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q4 2022 | 51 |
GOLDMAN SACHS GROUP INC | 17 | 17 | 0.00% | 0.07% | 0.29% | Q4 2018 | Q4 2022 | 51 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.05% | 0.26% | Q4 2018 | Q4 2022 | 51 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17 | 17 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 50 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.20% | 1.19% | Q4 2018 | Q1 2023 | 50 |
PEAK6 Investments LLC | 17 | 17 | 0.00% | 0.05% | 0.24% | Q4 2018 | Q4 2022 | 49 |
Walleye Trading LLC | 17 | 17 | 0.00% | 0.03% | 0.26% | Q4 2018 | Q4 2022 | 43 |
MILLENNIUM MANAGEMENT LLC | 17 | 17 | 0.00% | 0.06% | 0.47% | Q4 2018 | Q4 2022 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 15 | 0.00% | 0.08% | 0.52% | Q2 2019 | Q4 2022 | 42 |
HSBC HOLDINGS PLC | 17 | 17 | 0.00% | 0.17% | 1.25% | Q4 2018 | Q4 2022 | 42 |
CAPSTONE INVESTMENT ADVISORS, LLC | 17 | 17 | 0.00% | 0.12% | 0.33% | Q4 2018 | Q4 2022 | 42 |
JANE STREET GROUP, LLC | 17 | 17 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q4 2022 | 41 |
CREDIT SUISSE AG/ | 17 | 17 | 0.00% | 0.22% | 0.87% | Q4 2018 | Q4 2022 | 39 |
Parallax Volatility Advisers, L.P. | 13 | 3 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q4 2022 | 39 |
EXANE DERIVATIVES | 15 | 15 | 0.00% | 0.61% | 4.33% | Q4 2018 | Q2 2022 | 38 |
CenterStar Asset Management, LLC | 6 | 2 | 0.00% | 0.23% | 1.55% | Q2 2019 | Q4 2022 | 33 |
Locust Wood Capital Advisers | 17 | 17 | 0.33% | 5.73% | 8.55% | Q4 2018 | Q4 2022 | 29 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 17 | 17 | 0.02% | 0.23% | 0.74% | Q4 2018 | Q4 2022 | 27 |
D. E. Shaw & Co., Inc. | 17 | 17 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q4 2022 | 27 |
Twin Tree Management, LP | 10 | 5 | 0.00% | 0.06% | 0.24% | Q4 2018 | Q3 2022 | 27 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2022 | 26 |
Invesco Ltd. | 17 | 17 | 0.00% | 0.08% | 0.17% | Q4 2018 | Q4 2022 | 26 |
NOMURA HOLDINGS INC | 17 | 17 | 0.00% | 0.05% | 0.49% | Q4 2018 | Q4 2022 | 26 |
DEUTSCHE BANK AG\ | 17 | 17 | 0.00% | 0.88% | 1.56% | Q4 2018 | Q4 2022 | 25 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17 | 17 | 0.00% | 2.94% | 4.35% | Q4 2018 | Q4 2022 | 23 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.12% | 0.21% | Q4 2018 | Q4 2022 | 23 |
SCOPUS ASSET MANAGEMENT, L.P. | 20 | 20 | 0.18% | 1.23% | 3.73% | Q4 2018 | Q3 2023 | 23 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.04% | 0.37% | Q4 2018 | Q3 2022 | 22 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.02% | 0.28% | Q4 2018 | Q4 2022 | 21 |
TWO SIGMA SECURITIES, LLC | 5 | 3 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q4 2022 | 21 |
DekaBank Deutsche Girozentrale | 13 | 1 | 0.00% | 2.75% | 5.72% | Q4 2018 | Q4 2022 | 21 |
APPLETON PARTNERS INC/MA | 20 | 20 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
CIBC WORLD MARKETS CORP | 20 | 20 | 0.03% | 0.53% | 1.84% | Q4 2018 | Q3 2023 | 20 |
Penobscot Investment Management Company, Inc. | 20 | 20 | 0.10% | 0.17% | 0.44% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 20 | 20 | 0.00% | 0.31% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Bartlett & Co. LLC | 16 | 4 | 0.00% | 1.01% | 1.50% | Q4 2018 | Q4 2023 | 20 |
Stanley-Laman Group, Ltd. | 20 | 20 | 0.68% | 1.00% | 1.78% | Q4 2018 | Q3 2023 | 20 |
KING LUTHER CAPITAL MANAGEMENT CORP | 20 | 20 | 0.12% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.24% | 0.37% | Q4 2018 | Q4 2022 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
CONNORS INVESTOR SERVICES INC | 20 | 20 | 0.69% | 1.42% | 1.87% | Q4 2018 | Q3 2023 | 20 |
CULLINAN ASSOCIATES INC | 20 | 20 | 0.18% | 0.32% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Fruth Investment Management | 20 | 20 | 2.42% | 2.75% | 3.18% | Q4 2018 | Q3 2023 | 20 |
NOESIS CAPITAL MANGEMENT CORP | 20 | 20 | 2.17% | 2.58% | 3.02% | Q4 2018 | Q3 2023 | 20 |
WESTPORT ASSET MANAGEMENT INC | 20 | 20 | 1.60% | 1.87% | 2.24% | Q4 2018 | Q3 2023 | 20 |
DEARBORN PARTNERS LLC | 20 | 20 | 0.40% | 0.55% | 0.75% | Q4 2018 | Q3 2023 | 20 |
Cubist Systematic Strategies, LLC | 10 | 6 | 0.00% | 0.11% | 0.44% | Q4 2018 | Q4 2022 | 19 |
HighTower Advisors, LLC | 17 | 17 | 0.00% | 0.06% | 0.16% | Q4 2018 | Q4 2022 | 19 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.08% | 0.35% | Q4 2018 | Q4 2022 | 19 |
CIBC WORLD MARKET INC. | 17 | 17 | 0.00% | 0.05% | 0.27% | Q4 2018 | Q4 2022 | 19 |
Mn Services Vermogensbeheer B.V. | 10 | 9 | 0.62% | 0.81% | 0.94% | Q4 2018 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 19 |
FDx Advisors, Inc. | 18 | 18 | 0.07% | 0.14% | 0.20% | Q4 2018 | Q1 2023 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.26% | 0.34% | 0.39% | Q4 2018 | Q1 2023 | 18 |
MACQUARIE GROUP LTD | 18 | 18 | 0.00% | 0.07% | 0.20% | Q4 2018 | Q1 2023 | 18 |
Schonfeld Strategic Advisors LLC | 16 | 16 | 0.02% | 0.16% | 0.44% | Q1 2019 | Q4 2022 | 18 |
THOMAS STORY & SON LLC | 18 | 18 | 0.30% | 0.46% | 0.61% | Q4 2018 | Q1 2023 | 18 |
Nuveen Asset Management, LLC | 17 | 17 | 0.00% | 0.35% | 0.62% | Q4 2018 | Q4 2022 | 18 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 17 | 17 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q4 2022 | 18 |
CIGNA INVESTMENTS INC /NEW | 18 | 18 | 0.18% | 0.31% | 0.42% | Q3 2018 | Q4 2022 | 18 |
DIVIDEND ASSETS CAPITAL, LLC | 18 | 18 | 0.13% | 0.15% | 0.25% | Q4 2018 | Q1 2023 | 18 |
NICHOLS & PRATT ADVISERS LLP /MA | 17 | 1 | 1.14% | 1.40% | 1.65% | Q4 2018 | Q2 2023 | 18 |
Cohen Klingenstein LLC | 18 | 18 | 0.11% | 0.18% | 0.22% | Q2 2019 | Q3 2023 | 18 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 18 | 18 | 0.21% | 0.30% | 0.40% | Q4 2018 | Q1 2023 | 18 |
Ako Capital | 18 | 18 | 3.94% | 10.49% | 15.32% | Q4 2018 | Q1 2023 | 18 |
Archer Investment Corp | 18 | 18 | 0.18% | 0.20% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Creative Planning | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 18 |
S&CO INC | 17 | 17 | 0.48% | 0.60% | 0.81% | Q4 2018 | Q4 2022 | 17 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 17 | 17 | 0.22% | 0.25% | 0.31% | Q4 2018 | Q4 2022 | 17 |
GW&K Investment Management, LLC | 17 | 17 | 0.40% | 0.48% | 0.56% | Q4 2018 | Q4 2022 | 17 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 17 | 17 | 0.09% | 0.18% | 0.24% | Q4 2018 | Q4 2022 | 17 |
GAMBLE JONES INVESTMENT COUNSEL | 17 | 17 | 0.17% | 0.21% | 0.27% | Q4 2018 | Q4 2022 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q4 2022 | 17 |
ACADIAN ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 0.03% | 0.24% | Q4 2018 | Q4 2022 | 17 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 17 | 17 | 1.05% | 1.12% | 1.26% | Q4 2018 | Q4 2022 | 17 |
WESTWOOD MANAGEMENT CORP /IL/ | 17 | 17 | 0.13% | 1.34% | 4.01% | Q4 2018 | Q4 2022 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 17 | 17 | 0.04% | 0.16% | 0.32% | Q4 2018 | Q4 2022 | 17 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q4 2022 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q4 2022 | 17 |
PINNACLE ASSOCIATES LTD | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 17 |
Somerset Trust Co | 17 | 17 | 0.88% | 1.37% | 1.77% | Q4 2018 | Q4 2022 | 17 |
SMITH SHELLNUT WILSON LLC /ADV | 17 | 17 | 0.12% | 0.25% | 0.31% | Q4 2018 | Q4 2022 | 17 |
EagleClaw Capital Managment, LLC | 17 | 17 | 2.08% | 2.28% | 2.51% | Q4 2018 | Q4 2022 | 17 |
Hikari Power Ltd | 17 | 17 | 2.65% | 4.16% | 5.07% | Q4 2018 | Q4 2022 | 17 |
ROBERTS GLORE & CO INC /IL/ | 17 | 17 | 0.41% | 0.84% | 1.31% | Q4 2018 | Q4 2022 | 17 |
NATIXIS ADVISORS, L.P. | 17 | 17 | 0.06% | 0.19% | 0.44% | Q4 2018 | Q4 2022 | 17 |
Private Ocean, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.06% | 0.21% | Q4 2018 | Q3 2022 | 17 |
CHICAGO TRUST Co NA | 17 | 17 | 0.14% | 0.18% | 0.25% | Q4 2018 | Q4 2022 | 17 |
PARSONS CAPITAL MANAGEMENT INC/RI | 17 | 17 | 0.05% | 0.06% | 0.10% | Q4 2018 | Q4 2022 | 17 |
Smithfield Trust Co | 17 | 17 | 0.10% | 0.12% | 0.16% | Q4 2018 | Q4 2022 | 17 |
DUNCKER STREETT & CO INC | 17 | 17 | 0.07% | 0.09% | 0.13% | Q4 2018 | Q4 2022 | 17 |
MONARCH CAPITAL MANAGEMENT INC/ | 17 | 17 | 0.20% | 0.26% | 0.47% | Q4 2018 | Q4 2022 | 17 |
ROTHSCHILD INVESTMENT LLC /IL | 17 | 17 | 0.17% | 0.20% | 0.26% | Q4 2018 | Q4 2022 | 17 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q4 2022 | 17 |
MOODY LYNN & LIEBERSON, LLC | 17 | 17 | 0.28% | 1.26% | 1.82% | Q4 2018 | Q4 2022 | 17 |
BALDWIN BROTHERS LLC/MA | 17 | 17 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q4 2022 | 17 |
CIBC Asset Management Inc | 17 | 17 | 0.04% | 0.15% | 0.26% | Q4 2018 | Q4 2022 | 17 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 17 | 17 | 0.02% | 0.30% | 0.43% | Q4 2018 | Q4 2022 | 17 |
FAYEZ SAROFIM & CO | 17 | 17 | 0.37% | 0.55% | 0.94% | Q4 2018 | Q4 2022 | 17 |
VANGUARD GROUP INC | 17 | 17 | 0.30% | 0.34% | 0.41% | Q4 2018 | Q4 2022 | 17 |
NISA INVESTMENT ADVISORS, LLC | 17 | 17 | 0.20% | 0.30% | 0.37% | Q4 2018 | Q4 2022 | 17 |
HERITAGE INVESTORS MANAGEMENT CORP | 17 | 17 | 0.45% | 0.48% | 0.50% | Q4 2018 | Q4 2022 | 17 |
FUKOKU MUTUAL LIFE INSURANCE Co | 17 | 17 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q4 2022 | 17 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 17 | 17 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q4 2022 | 17 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 17 | 17 | 1.46% | 1.64% | 2.06% | Q4 2018 | Q4 2022 | 17 |
ONTARIO TEACHERS PENSION PLAN BOARD | 17 | 17 | 0.01% | 0.81% | 1.80% | Q4 2018 | Q4 2022 | 17 |
STATE STREET CORP | 17 | 17 | 0.31% | 0.33% | 0.38% | Q4 2018 | Q4 2022 | 17 |
PITTENGER & ANDERSON INC | 17 | 17 | 0.15% | 0.31% | 0.46% | Q4 2018 | Q4 2022 | 17 |
FRONT BARNETT ASSOCIATES LLC | 17 | 17 | 1.55% | 1.94% | 2.65% | Q4 2018 | Q4 2022 | 17 |
PEOPLES BANK /OH | 17 | 17 | 0.19% | 0.26% | 0.34% | Q4 2018 | Q4 2022 | 17 |
OPTIMUM INVESTMENT ADVISORS | 17 | 17 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q4 2022 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Nippon Life Global Investors Americas, Inc. | 17 | 17 | 0.60% | 1.08% | 2.01% | Q4 2018 | Q4 2022 | 17 |
MAI Capital Management | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
PATTEN & PATTEN INC/TN | 17 | 17 | 0.10% | 0.11% | 0.14% | Q4 2018 | Q4 2022 | 17 |
ATWOOD & PALMER INC | 17 | 17 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q4 2022 | 17 |
MITCHELL SINKLER & STARR/PA | 17 | 17 | 0.09% | 0.35% | 0.67% | Q4 2018 | Q4 2022 | 17 |
PEAPACK GLADSTONE FINANCIAL CORP | 17 | 17 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q4 2022 | 17 |
GUYASUTA INVESTMENT ADVISORS INC | 17 | 17 | 2.04% | 2.21% | 2.60% | Q4 2018 | Q4 2022 | 17 |
BOSTON FINANCIAL MANGEMENT LLC | 17 | 17 | 0.01% | 0.03% | 0.11% | Q4 2018 | Q4 2022 | 17 |
BESSEMER GROUP INC | 17 | 17 | 0.00% | 0.27% | 0.57% | Q4 2018 | Q4 2022 | 17 |
HARDING LOEVNER LP | 17 | 17 | 0.41% | 0.66% | 0.89% | Q4 2018 | Q4 2022 | 17 |
NOMURA ASSET MANAGEMENT CO LTD | 17 | 17 | 0.17% | 0.22% | 0.33% | Q4 2018 | Q4 2022 | 17 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 17 | 0.09% | 0.20% | 0.46% | Q4 2018 | Q4 2022 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q4 2022 | 17 |
TD ASSET MANAGEMENT INC | 17 | 17 | 0.35% | 0.41% | 0.51% | Q4 2018 | Q4 2022 | 17 |
FEDERATED HERMES, INC. | 17 | 17 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q4 2022 | 17 |
BANK OF MONTREAL /CAN/ | 16 | 16 | 0.01% | 0.16% | 0.32% | Q1 2019 | Q4 2022 | 17 |
PEOPLES FINANCIAL SERVICES CORP. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.01% | 0.09% | 0.28% | Q4 2018 | Q4 2022 | 17 |
BEACH INVESTMENT COUNSEL INC/PA | 17 | 17 | 0.05% | 0.07% | 0.12% | Q4 2018 | Q4 2022 | 17 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 17 | 17 | 0.06% | 0.10% | 0.16% | Q4 2018 | Q4 2022 | 17 |
VOYA INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.22% | 0.25% | 0.35% | Q4 2018 | Q4 2022 | 17 |
Asset Management One Co., Ltd. | 17 | 17 | 0.01% | 0.27% | 0.33% | Q4 2018 | Q4 2022 | 17 |
PARK AVENUE SECURITIES LLC | 17 | 17 | 0.03% | 0.07% | 0.18% | Q4 2018 | Q4 2022 | 17 |
BECK MACK & OLIVER LLC | 17 | 17 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2022 | 17 |
CAMBRIDGE TRUST CO | 17 | 17 | 1.49% | 1.78% | 2.12% | Q4 2018 | Q4 2022 | 17 |
LCNB CORP | 17 | 17 | 0.28% | 0.33% | 0.45% | Q4 2018 | Q4 2022 | 17 |
GREAT LAKES ADVISORS, LLC | 17 | 17 | 0.03% | 0.12% | 0.35% | Q4 2018 | Q4 2022 | 17 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 17 | 17 | 2.15% | 2.33% | 2.94% | Q4 2018 | Q4 2022 | 17 |
HOWLAND CAPITAL MANAGEMENT LLC | 17 | 17 | 0.03% | 0.07% | 0.51% | Q4 2018 | Q4 2022 | 17 |
TRUIST FINANCIAL CORP | 17 | 17 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q4 2022 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.04% | 0.08% | 0.11% | Q4 2018 | Q4 2022 | 17 |
COLONY GROUP LLC | 17 | 17 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q4 2022 | 17 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 17 | 17 | 0.01% | 0.32% | 0.44% | Q4 2018 | Q4 2022 | 17 |
GABELLI FUNDS LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 17 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 17 | 17 | 0.19% | 0.40% | 0.56% | Q4 2018 | Q4 2022 | 17 |
BLAIR WILLIAM & CO/IL | 17 | 17 | 0.26% | 0.31% | 0.40% | Q4 2018 | Q4 2022 | 17 |
WELLINGTON MANAGEMENT GROUP LLP | 17 | 17 | 0.30% | 0.41% | 0.52% | Q4 2018 | Q4 2022 | 17 |
COMERICA BANK | 17 | 17 | 0.14% | 0.18% | 0.24% | Q4 2018 | Q4 2022 | 17 |
BRYN MAWR TRUST Co | 17 | 17 | 0.03% | 0.05% | 0.11% | Q4 2018 | Q4 2022 | 17 |
MARTIN CURRIE LTD | 17 | 17 | 1.08% | 4.04% | 7.30% | Q4 2018 | Q4 2022 | 17 |
PIN OAK INVESTMENT ADVISORS INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Markel Corporation | 17 | 17 | 0.28% | 0.34% | 0.43% | Q4 2018 | Q4 2022 | 17 |
Winslow Capital Management, LLC | 17 | 17 | 1.04% | 1.56% | 2.38% | Q4 2018 | Q4 2022 | 17 |
ALLSTATE CORP | 17 | 17 | 0.03% | 0.16% | 0.50% | Q4 2018 | Q4 2022 | 17 |
GIRARD PARTNERS LTD. | 17 | 17 | 0.03% | 0.10% | 0.29% | Q4 2018 | Q4 2022 | 17 |
SHELTON CAPITAL MANAGEMENT | 17 | 17 | 0.07% | 0.13% | 0.23% | Q4 2018 | Q4 2022 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 17 |
AXA S.A. | 17 | 17 | 0.45% | 1.26% | 2.32% | Q4 2018 | Q4 2022 | 17 |
Paloma Partners Management Co | 11 | 1 | 0.01% | 0.07% | 0.29% | Q1 2019 | Q1 2022 | 17 |
NBT BANK N A /NY | 17 | 17 | 0.38% | 0.41% | 0.50% | Q4 2018 | Q4 2022 | 17 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 17 | 17 | 0.07% | 0.14% | 0.23% | Q4 2018 | Q4 2022 | 17 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 17 | 17 | 0.00% | 0.88% | 1.32% | Q4 2018 | Q4 2022 | 17 |
SECURITY NATIONAL BANK OF SO DAK | 17 | 17 | 1.27% | 1.98% | 2.45% | Q4 2018 | Q4 2022 | 17 |
JENSEN INVESTMENT MANAGEMENT INC | 17 | 17 | 0.01% | 0.58% | 4.96% | Q4 2018 | Q4 2022 | 17 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 17 | 17 | 0.14% | 0.15% | 0.17% | Q4 2018 | Q4 2022 | 17 |
MORGAN STANLEY | 17 | 17 | 0.04% | 0.08% | 0.20% | Q4 2018 | Q4 2022 | 17 |
KCM INVESTMENT ADVISORS LLC | 17 | 17 | 0.01% | 0.11% | 0.25% | Q4 2018 | Q4 2022 | 17 |
Capital International, Inc./CA/ | 17 | 17 | 0.07% | 0.48% | 1.33% | Q4 2018 | Q4 2022 | 17 |
ALLIANCEBERNSTEIN L.P. | 17 | 17 | 0.10% | 0.18% | 0.29% | Q4 2018 | Q4 2022 | 17 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 17 | 17 | 1.23% | 1.43% | 1.77% | Q4 2018 | Q4 2022 | 17 |
RIVERBRIDGE PARTNERS LLC | 17 | 17 | 0.05% | 0.35% | 0.60% | Q4 2018 | Q4 2022 | 17 |
DAVIS R M INC | 17 | 17 | 1.06% | 1.39% | 1.59% | Q4 2018 | Q4 2022 | 17 |
SENTRY INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.15% | 0.38% | 0.50% | Q4 2018 | Q4 2022 | 17 |
GATEWAY INVESTMENT ADVISERS LLC | 17 | 17 | 0.02% | 0.10% | 0.16% | Q4 2018 | Q4 2022 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 17 |
RHUMBLINE ADVISERS | 17 | 17 | 0.17% | 0.29% | 0.40% | Q4 2018 | Q4 2022 | 17 |
DAVENPORT & Co LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 17 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 17 | 17 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q4 2022 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.98% | 1.12% | 1.47% | Q4 2018 | Q4 2022 | 17 |
BANK OF NOVA SCOTIA | 17 | 17 | 0.01% | 0.10% | 0.45% | Q4 2018 | Q4 2022 | 17 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17 | 17 | 0.24% | 0.26% | 0.29% | Q4 2018 | Q4 2022 | 17 |
FIRST TRUST ADVISORS LP | 17 | 17 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q4 2022 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 17 | 17 | 0.20% | 0.25% | 0.32% | Q4 2018 | Q4 2022 | 17 |
Zurich Insurance Group Ltd/FI | 17 | 17 | 0.71% | 1.08% | 1.69% | Q4 2018 | Q4 2022 | 17 |
PROFUND ADVISORS LLC | 17 | 17 | 0.17% | 0.22% | 0.40% | Q4 2018 | Q4 2022 | 17 |
Weitz Investment Management | 17 | 17 | 1.01% | 1.16% | 1.36% | Q4 2018 | Q4 2022 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 17 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q4 2022 | 17 |
GRIFFIN ASSET MANAGEMENT, INC. | 17 | 17 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q4 2022 | 17 |
PANAGORA ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.05% | 0.49% | Q4 2018 | Q4 2022 | 17 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 17 | 17 | 0.40% | 0.62% | 0.97% | Q4 2018 | Q4 2022 | 17 |
TRUST CO OF VERMONT | 17 | 17 | 0.15% | 0.19% | 0.23% | Q4 2018 | Q4 2022 | 17 |
VAN ECK ASSOCIATES CORP | 17 | 17 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 17 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.12% | 0.20% | 0.28% | Q4 2018 | Q4 2022 | 17 |
WHITTIER TRUST CO | 17 | 17 | 0.47% | 0.53% | 0.60% | Q4 2018 | Q4 2022 | 17 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 17 | 17 | 0.35% | 0.37% | 0.41% | Q4 2018 | Q4 2022 | 17 |
AVIVA PLC | 17 | 17 | 0.25% | 0.53% | 0.78% | Q4 2018 | Q4 2022 | 17 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 17 | 17 | 0.01% | 0.04% | 0.15% | Q4 2018 | Q4 2022 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 17 | 17 | 0.24% | 0.29% | 0.40% | Q4 2018 | Q4 2022 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 17 |
WEDBUSH SECURITIES INC | 17 | 17 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q4 2022 | 17 |
Meiji Yasuda Life Insurance Co | 17 | 17 | 0.05% | 0.16% | 0.53% | Q4 2018 | Q4 2022 | 17 |
STATE OF WISCONSIN INVESTMENT BOARD | 17 | 17 | 0.25% | 0.34% | 0.53% | Q4 2018 | Q4 2022 | 17 |
TCW GROUP INC | 17 | 17 | 0.03% | 0.09% | 0.28% | Q4 2018 | Q4 2022 | 17 |
GREENLEAF TRUST | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.05% | 0.50% | 1.55% | Q4 2018 | Q4 2022 | 17 |
Conestoga Capital Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
DEAN INVESTMENT ASSOCIATES, LLC | 17 | 17 | 0.37% | 0.52% | 0.79% | Q4 2018 | Q4 2022 | 17 |
Chesley Taft & Associates LLC | 17 | 17 | 0.26% | 0.27% | 0.30% | Q4 2018 | Q4 2022 | 17 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 17 | 17 | 0.30% | 0.34% | 0.39% | Q4 2018 | Q4 2022 | 17 |
ROCKLAND TRUST CO | 17 | 17 | 1.12% | 1.44% | 1.86% | Q4 2018 | Q4 2022 | 17 |
Haverford Trust Co | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Clearstead Advisors, LLC | 17 | 17 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q4 2022 | 17 |
ST GERMAIN D J CO INC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q4 2022 | 17 |
AQR Capital Management | 17 | 17 | 0.06% | 0.12% | 0.22% | Q4 2018 | Q4 2022 | 17 |
ALBERT D MASON INC | 17 | 17 | 1.19% | 1.39% | 1.63% | Q4 2018 | Q4 2022 | 17 |
FINANCIAL COUNSELORS INC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 17 |
MARSHALL & SULLIVAN INC /WA/ | 17 | 17 | 2.15% | 3.46% | 4.12% | Q4 2018 | Q4 2022 | 17 |
CENTRAL BANK & TRUST CO | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 17 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 17 | 17 | 0.07% | 0.15% | 0.33% | Q4 2018 | Q4 2022 | 17 |
HOLDERNESS INVESTMENTS CO | 17 | 17 | 0.18% | 0.21% | 0.26% | Q4 2018 | Q4 2022 | 17 |
CREDIT AGRICOLE S A | 16 | 16 | 0.11% | 1.90% | 5.48% | Q1 2019 | Q4 2022 | 17 |
LAZARD ASSET MANAGEMENT LLC | 17 | 17 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q4 2022 | 17 |
AMERIPRISE FINANCIAL INC | 17 | 17 | 0.02% | 0.14% | 0.33% | Q4 2018 | Q4 2022 | 17 |
JONES FINANCIAL COMPANIES LLLP | 17 | 17 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 17 |
GEODE CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.31% | 0.35% | 0.42% | Q4 2018 | Q4 2022 | 17 |
NEW YORK STATE COMMON RETIREMENT FUND | 17 | 17 | 0.03% | 0.27% | 0.40% | Q4 2018 | Q4 2022 | 17 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 17 | 17 | 0.89% | 1.11% | 1.26% | Q4 2018 | Q4 2022 | 17 |
Avalon Investment & Advisory | 17 | 17 | 0.40% | 0.55% | 0.70% | Q4 2018 | Q4 2022 | 17 |
TEXAS PERMANENT SCHOOL FUND CORP | 17 | 17 | 0.29% | 0.31% | 0.35% | Q4 2018 | Q4 2022 | 17 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 17 | 17 | 0.15% | 0.20% | 0.34% | Q4 2018 | Q4 2022 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 17 | 17 | 0.05% | 0.06% | 0.11% | Q4 2018 | Q4 2022 | 17 |
BOSTON RESEARCH & MANAGEMENT INC | 17 | 17 | 1.11% | 1.51% | 1.74% | Q4 2018 | Q4 2022 | 17 |
L. Roy Papp & Associates, LLP | 17 | 17 | 0.06% | 0.11% | 0.13% | Q4 2018 | Q4 2022 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 17 | 17 | 0.28% | 0.36% | 0.48% | Q4 2018 | Q4 2022 | 17 |
PRICE T ROWE ASSOCIATES INC /MD/ | 17 | 17 | 0.05% | 0.33% | 0.55% | Q4 2018 | Q4 2022 | 17 |
CONNING INC. | 17 | 17 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2022 | 17 |
OPPENHEIMER ASSET MANAGEMENT INC. | 17 | 17 | 0.18% | 0.26% | 0.32% | Q4 2018 | Q4 2022 | 17 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 17 | 17 | 0.04% | 0.17% | 0.45% | Q4 2018 | Q4 2022 | 17 |
VALLEY NATIONAL ADVISERS INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
JANUS HENDERSON GROUP PLC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q4 2022 | 17 |
FIRST NATIONAL TRUST CO | 17 | 17 | 0.49% | 0.87% | 1.12% | Q4 2018 | Q4 2022 | 17 |
PRIVATE TRUST CO NA | 17 | 17 | 0.12% | 0.14% | 0.22% | Q4 2018 | Q4 2022 | 17 |
TOWER BRIDGE ADVISORS | 17 | 17 | 0.16% | 0.19% | 0.32% | Q4 2018 | Q4 2022 | 17 |
Legal & General Group Plc | 17 | 17 | 0.28% | 0.31% | 0.35% | Q4 2018 | Q4 2022 | 17 |
PRIMECAP MANAGEMENT CO/CA/ | 17 | 17 | 0.04% | 0.09% | 0.21% | Q4 2018 | Q4 2022 | 17 |
Laird Norton Wetherby Wealth Management, LLC | 17 | 17 | 0.12% | 0.17% | 0.23% | Q4 2018 | Q4 2022 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 9 | 7 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q4 2022 | 17 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 17 | 17 | 0.22% | 0.24% | 0.30% | Q4 2018 | Q4 2022 | 17 |
GUGGENHEIM CAPITAL LLC | 17 | 17 | 0.10% | 0.18% | 0.28% | Q4 2018 | Q4 2022 | 17 |
CANADA PENSION PLAN INVESTMENT BOARD | 17 | 17 | 0.72% | 1.21% | 1.62% | Q4 2018 | Q4 2022 | 17 |
CITIZENS FINANCIAL GROUP INC/RI | 17 | 17 | 0.03% | 0.46% | 0.60% | Q4 2018 | Q4 2022 | 17 |
STEPHENS INC /AR/ | 17 | 17 | 0.08% | 0.12% | 0.15% | Q4 2018 | Q4 2022 | 17 |
Advisors Asset Management, Inc. | 17 | 17 | 0.08% | 0.15% | 0.23% | Q4 2018 | Q4 2022 | 17 |
CIBC Private Wealth Group, LLC | 17 | 17 | 0.60% | 0.79% | 1.17% | Q4 2018 | Q4 2022 | 17 |
BAILARD, INC. | 17 | 17 | 0.15% | 0.22% | 0.28% | Q4 2018 | Q4 2022 | 17 |
Veritable, L.P. | 17 | 17 | 0.06% | 0.06% | 0.08% | Q4 2018 | Q4 2022 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.04% | 0.06% | 0.19% | Q4 2018 | Q4 2022 | 17 |
Epoch Investment Partners, Inc. | 17 | 17 | 1.07% | 1.24% | 1.59% | Q4 2018 | Q4 2022 | 17 |
GRANDFIELD & DODD, LLC | 17 | 17 | 2.15% | 2.42% | 2.77% | Q4 2018 | Q4 2022 | 17 |
Douglass Winthrop Advisors, LLC | 17 | 17 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q4 2022 | 17 |
Caprock Group, LLC | 17 | 17 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q4 2022 | 17 |
Ledyard National Bank | 17 | 17 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2022 | 17 |
STOCK YARDS BANK & TRUST CO | 17 | 17 | 0.81% | 1.06% | 1.17% | Q4 2018 | Q4 2022 | 17 |
SG Americas Securities, LLC | 17 | 17 | 0.00% | 0.17% | 1.43% | Q4 2018 | Q4 2022 | 17 |
NORTHERN TRUST CORP | 17 | 17 | 0.24% | 0.29% | 0.34% | Q4 2018 | Q4 2022 | 17 |
FIRST MANHATTAN CO. LLC. | 17 | 17 | 0.02% | 0.09% | 0.58% | Q4 2018 | Q4 2022 | 17 |
CITY HOLDING CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Calamos Advisors LLC | 17 | 17 | 0.04% | 0.40% | 0.59% | Q4 2018 | Q4 2022 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.24% | 0.58% | 0.86% | Q4 2018 | Q4 2022 | 17 |
Saturna Capital CORP | 17 | 17 | 0.79% | 0.89% | 1.17% | Q4 2018 | Q4 2022 | 17 |
TAURUS ASSET MANAGEMENT, LLC | 17 | 17 | 0.03% | 0.55% | 2.45% | Q4 2018 | Q4 2022 | 17 |
Exchange Capital Management, Inc. | 17 | 17 | 0.13% | 0.15% | 0.18% | Q4 2018 | Q4 2022 | 17 |
ARROW FINANCIAL CORP | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.21% | 0.39% | 0.56% | Q4 2018 | Q4 2022 | 17 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Coastline Trust Co | 17 | 17 | 0.18% | 0.21% | 0.24% | Q4 2018 | Q4 2022 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 17 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2022 | 17 |
First Eagle Investment Management, LLC | 17 | 17 | 0.00% | 1.58% | 2.52% | Q4 2018 | Q4 2022 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.14% | 0.30% | 0.51% | Q4 2018 | Q4 2022 | 17 |
NEVILLE RODIE & SHAW INC | 17 | 17 | 0.35% | 0.45% | 0.61% | Q4 2018 | Q4 2022 | 17 |
OLD NATIONAL BANCORP /IN/ | 17 | 17 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2022 | 17 |
MML INVESTORS SERVICES, LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Janney Montgomery Scott LLC | 17 | 17 | 0.07% | 0.10% | 0.15% | Q4 2018 | Q4 2022 | 17 |
JENNISON ASSOCIATES LLC | 17 | 17 | 0.06% | 0.16% | 0.21% | Q4 2018 | Q4 2022 | 17 |
CHILTON INVESTMENT CO INC. | 17 | 17 | 0.04% | 0.19% | 0.54% | Q4 2018 | Q4 2022 | 17 |
RMB Capital Management, LLC | 17 | 17 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2022 | 17 |
Sky Investment Group LLC | 17 | 17 | 1.79% | 1.98% | 2.17% | Q4 2018 | Q4 2022 | 17 |
AMERICAN INTERNATIONAL GROUP, INC. | 17 | 17 | 0.13% | 0.22% | 0.34% | Q4 2018 | Q4 2022 | 17 |
BANK OF NOVA SCOTIA TRUST CO | 17 | 17 | 0.34% | 0.43% | 0.68% | Q4 2018 | Q4 2022 | 17 |
SCOTIA CAPITAL INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
CENTRAL TRUST Co | 17 | 17 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q4 2022 | 17 |
ASSETMARK, INC | 17 | 17 | 0.00% | 0.05% | 0.17% | Q4 2018 | Q4 2022 | 17 |
Estabrook Capital Management | 17 | 17 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q4 2022 | 17 |
CULLEN/FROST BANKERS, INC. | 17 | 17 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 17 |
BROWN ADVISORY INC | 17 | 17 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Baldwin Investment Management, LLC | 17 | 17 | 0.25% | 0.54% | 0.93% | Q4 2018 | Q4 2022 | 17 |
FRANKLIN RESOURCES INC | 17 | 17 | 0.50% | 0.60% | 0.76% | Q4 2018 | Q4 2022 | 17 |
ClearBridge Investments | 17 | 17 | 0.48% | 0.65% | 0.90% | Q4 2018 | Q4 2022 | 17 |
M&T BANK CORP | 17 | 17 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2022 | 17 |
US BANCORP \DE\ | 17 | 17 | 0.11% | 0.13% | 0.20% | Q4 2018 | Q4 2022 | 17 |
FIFTH THIRD BANCORP | 17 | 17 | 0.19% | 0.24% | 0.36% | Q4 2018 | Q4 2022 | 17 |
FIDUCIARY TRUST CO | 17 | 17 | 0.07% | 0.11% | 0.17% | Q4 2018 | Q4 2022 | 17 |
DIMENSIONAL FUND ADVISORS LP | 17 | 17 | 0.06% | 0.17% | 0.23% | Q4 2018 | Q4 2022 | 17 |
Clark Capital Management Group, Inc. | 17 | 17 | 0.02% | 0.60% | 1.05% | Q4 2018 | Q4 2022 | 17 |
SEI INVESTMENTS CO | 17 | 17 | 0.01% | 0.15% | 0.24% | Q4 2018 | Q4 2022 | 17 |
FIL Ltd | 17 | 17 | 0.31% | 0.57% | 0.83% | Q4 2018 | Q4 2022 | 17 |
GOFEN & GLOSSBERG LLC /IL/ | 17 | 17 | 0.10% | 0.11% | 0.15% | Q4 2018 | Q4 2022 | 17 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 17 | 17 | 0.28% | 0.67% | 1.03% | Q4 2018 | Q4 2022 | 17 |
FMR LLC | 17 | 17 | 0.17% | 0.27% | 0.41% | Q4 2018 | Q4 2022 | 17 |
Benin Management CORP | 17 | 17 | 0.16% | 0.20% | 0.32% | Q4 2018 | Q4 2022 | 17 |
PITCAIRN CO | 17 | 17 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q4 2022 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 17 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q4 2022 | 17 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 17 | 17 | 0.33% | 0.38% | 0.46% | Q4 2018 | Q4 2022 | 17 |
GLENMEDE TRUST CO NA | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 17 |
Beech Hill Advisors, Inc. | 17 | 17 | 0.15% | 0.18% | 0.27% | Q4 2018 | Q4 2022 | 17 |
ProShare Advisors LLC | 17 | 17 | 0.41% | 0.58% | 0.76% | Q4 2018 | Q4 2022 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.04% | 0.04% | 0.06% | Q4 2018 | Q4 2022 | 17 |
ADAMS NATURAL RESOURCES FUND, INC. | 17 | 17 | 2.36% | 3.96% | 6.86% | Q4 2018 | Q4 2022 | 17 |
BlackRock Inc. | 17 | 17 | 0.20% | 0.26% | 0.32% | Q4 2018 | Q4 2022 | 17 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 17 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 17 | 17 | 0.31% | 0.53% | 0.74% | Q4 2018 | Q4 2022 | 17 |
DODGE & COX | 17 | 17 | 0.24% | 0.52% | 1.18% | Q4 2018 | Q4 2022 | 17 |
State of Alaska, Department of Revenue | 17 | 17 | 0.24% | 0.28% | 0.38% | Q4 2018 | Q4 2022 | 17 |
HEADINVEST, LLC | 17 | 17 | 1.08% | 1.23% | 1.43% | Q4 2018 | Q4 2022 | 17 |
NORGES BANK | 17 | 17 | 0.49% | 0.66% | 0.98% | Q4 2018 | Q4 2022 | 17 |
JPMORGAN CHASE & CO | 17 | 17 | 0.17% | 0.21% | 0.24% | Q4 2018 | Q4 2022 | 17 |
Ifrah Financial Services, Inc. | 17 | 17 | 0.29% | 0.31% | 0.35% | Q4 2018 | Q4 2022 | 17 |
Dorsey & Whitney Trust CO LLC | 17 | 17 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q4 2022 | 17 |
SYNOVUS FINANCIAL CORP | 17 | 17 | 0.10% | 0.13% | 0.17% | Q4 2018 | Q4 2022 | 17 |
SEGALL BRYANT & HAMILL, LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 17 |
BRIDGES INVESTMENT MANAGEMENT INC | 17 | 17 | 0.01% | 0.08% | 0.14% | Q4 2018 | Q4 2022 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.45% | 0.52% | 0.60% | Q4 2018 | Q4 2022 | 17 |
Lee Financial Co | 17 | 17 | 0.28% | 0.35% | 0.43% | Q4 2018 | Q4 2022 | 17 |
ZEVIN ASSET MANAGEMENT LLC | 17 | 17 | 2.41% | 2.87% | 3.43% | Q4 2018 | Q4 2022 | 17 |
Employees Retirement System of Texas | 17 | 17 | 0.03% | 0.33% | 0.60% | Q4 2018 | Q4 2022 | 17 |
GHP Investment Advisors, Inc. | 17 | 17 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2022 | 17 |
LPL Financial LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 17 |
Cutter & CO Brokerage, Inc. | 13 | 4 | 0.07% | 0.94% | 1.94% | Q4 2018 | Q1 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q4 2022 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.08% | 0.12% | 0.21% | Q4 2018 | Q4 2022 | 17 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 17 | 17 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 17 |
KBC Group NV | 17 | 17 | 0.13% | 0.44% | 0.98% | Q4 2018 | Q4 2022 | 17 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 17 | 17 | 0.10% | 0.22% | 0.26% | Q4 2018 | Q4 2022 | 17 |
THOMPSON SIEGEL & WALMSLEY LLC | 17 | 17 | 0.01% | 1.18% | 1.93% | Q4 2018 | Q4 2022 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 17 | 0.04% | 0.21% | 0.46% | Q4 2018 | Q4 2022 | 17 |
Robeco Schweiz AG | 17 | 17 | 0.06% | 0.63% | 1.20% | Q4 2018 | Q4 2022 | 17 |
Robeco Institutional Asset Management B.V. | 17 | 17 | 0.11% | 0.34% | 0.50% | Q4 2018 | Q4 2022 | 17 |
MAR VISTA INVESTMENT PARTNERS LLC | 17 | 17 | 1.48% | 1.77% | 2.61% | Q4 2018 | Q4 2022 | 17 |
PUTNAM INVESTMENTS LLC | 17 | 17 | 0.18% | 0.35% | 0.67% | Q4 2018 | Q4 2022 | 17 |
Capital Research Global Investors | 17 | 17 | 0.70% | 0.98% | 1.23% | Q4 2018 | Q4 2022 | 17 |
Capital World Investors | 17 | 17 | 0.29% | 0.55% | 0.88% | Q4 2018 | Q4 2022 | 17 |
Vigilant Capital Management, LLC | 17 | 17 | 1.96% | 2.16% | 2.85% | Q4 2018 | Q4 2022 | 17 |
Wallington Asset Management, LLC | 17 | 17 | 2.84% | 3.35% | 4.62% | Q4 2018 | Q4 2022 | 17 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 17 | 17 | 0.19% | 0.29% | 0.37% | Q4 2018 | Q4 2022 | 17 |
WOODSTOCK CORP | 17 | 17 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q4 2022 | 17 |
APG Asset Management N.V. | 17 | 17 | 0.16% | 0.35% | 0.47% | Q4 2018 | Q4 2022 | 17 |
Korea Investment CORP | 17 | 17 | 0.10% | 0.28% | 0.52% | Q4 2018 | Q4 2022 | 17 |
PRIO WEALTH LIMITED PARTNERSHIP | 17 | 17 | 0.10% | 0.12% | 0.35% | Q4 2018 | Q4 2022 | 17 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 17 | 17 | 1.84% | 2.17% | 2.50% | Q4 2018 | Q4 2022 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 17 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Zhang Financial LLC | 17 | 17 | 0.10% | 0.16% | 0.20% | Q4 2018 | Q4 2022 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 17 | 17 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q4 2022 | 17 |
Parkside Financial Bank & Trust | 17 | 17 | 0.02% | 0.07% | 0.15% | Q4 2018 | Q4 2022 | 17 |
Shelter Mutual Insurance Co | 17 | 17 | 1.82% | 2.29% | 2.65% | Q4 2018 | Q4 2022 | 17 |
O'Brien Greene & Co. Inc | 17 | 17 | 0.14% | 0.24% | 0.48% | Q4 2018 | Q4 2022 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q4 2022 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
Chevy Chase Trust Holdings, LLC | 17 | 17 | 0.32% | 0.36% | 0.40% | Q4 2018 | Q4 2022 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 17 | 0.18% | 0.23% | 0.31% | Q4 2018 | Q4 2022 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2022 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
B. Riley Wealth Advisors, Inc. | 17 | 17 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q4 2022 | 17 |
Neuberger Berman Group LLC | 17 | 17 | 0.02% | 0.10% | 0.23% | Q4 2018 | Q4 2022 | 17 |
BROWN BROTHERS HARRIMAN & CO | 17 | 17 | 2.69% | 3.25% | 3.91% | Q4 2018 | Q4 2022 | 17 |
GYL FINANCIAL SYNERGIES, LLC | 17 | 17 | 0.09% | 0.18% | 0.23% | Q4 2018 | Q4 2022 | 17 |
YHB Investment Advisors, Inc. | 17 | 17 | 0.30% | 0.37% | 0.46% | Q4 2018 | Q4 2022 | 17 |
Freestone Capital Holdings, LLC | 17 | 17 | 0.02% | 0.12% | 0.49% | Q4 2018 | Q4 2022 | 17 |
Susquehanna International Securities, Ltd. | 7 | 1 | 0.35% | 3.94% | 22.14% | Q4 2018 | Q4 2022 | 17 |
Asset Dedication, LLC | 17 | 17 | 0.02% | 0.07% | 0.17% | Q4 2018 | Q4 2022 | 17 |
MONTRUSCO BOLTON INVESTMENTS INC. | 17 | 17 | 0.97% | 1.88% | 2.55% | Q4 2018 | Q4 2022 | 17 |
COMMERCE BANK | 17 | 17 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Geneos Wealth Management Inc. | 17 | 17 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 17 |
Diversified Trust Co | 17 | 17 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q4 2022 | 17 |
Wealthfront Advisers LLC | 17 | 17 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q4 2022 | 17 |
Nikko Asset Management Americas, Inc. | 17 | 17 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q4 2022 | 17 |
Treasurer of the State of North Carolina | 17 | 17 | 0.00% | 0.31% | 0.44% | Q4 2018 | Q4 2022 | 17 |
Cresset Asset Management, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 17 |
Evercore Wealth Management, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Savant Capital, LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.26% | 0.36% | Q4 2018 | Q4 2022 | 17 |
NJ State Employees Deferred Compensation Plan | 17 | 17 | 0.48% | 0.58% | 0.65% | Q4 2018 | Q4 2022 | 17 |
TCTC Holdings, LLC | 17 | 17 | 1.19% | 1.63% | 1.94% | Q4 2018 | Q4 2022 | 17 |
Meiji Yasuda Asset Management Co Ltd. | 17 | 17 | 0.16% | 0.27% | 0.41% | Q4 2018 | Q4 2022 | 17 |
Impax Asset Management Group plc | 17 | 17 | 1.37% | 2.93% | 4.23% | Q4 2018 | Q4 2022 | 17 |
Norinchukin Bank, The | 17 | 17 | 0.12% | 0.18% | 0.24% | Q4 2018 | Q4 2022 | 17 |
Hurlow Wealth Management Group, Inc. | 17 | 17 | 0.23% | 0.31% | 0.39% | Q4 2018 | Q4 2022 | 17 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 17 | 17 | 0.25% | 0.30% | 0.38% | Q4 2018 | Q4 2022 | 17 |
GABLES CAPITAL MANAGEMENT INC. | 17 | 17 | 0.07% | 0.08% | 0.12% | Q4 2018 | Q4 2022 | 17 |
Pflug Koory, LLC | 17 | 17 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q4 2022 | 17 |
Fiera Capital Corp | 17 | 17 | 0.42% | 0.66% | 0.95% | Q4 2018 | Q4 2022 | 17 |
EVERETT HARRIS & CO /CA/ | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Chicago Capital, LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.01% | 0.12% | 0.36% | Q4 2018 | Q4 2022 | 17 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 17 | 17 | 1.51% | 2.20% | 2.91% | Q4 2018 | Q4 2022 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 17 | 17 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q4 2022 | 17 |
CX Institutional | 17 | 17 | 0.00% | 0.05% | 0.21% | Q4 2018 | Q4 2022 | 17 |
Rice Partnership, LLC | 17 | 17 | 0.55% | 0.73% | 1.38% | Q4 2018 | Q4 2022 | 17 |
BSW Wealth Partners | 17 | 17 | 0.32% | 0.43% | 0.56% | Q4 2018 | Q4 2022 | 17 |
Arnhold LLC | 17 | 17 | 0.25% | 0.32% | 1.08% | Q4 2018 | Q4 2022 | 17 |
Reliant Investment Management, LLC | 17 | 17 | 2.64% | 3.11% | 4.14% | Q4 2018 | Q4 2022 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 17 | 17 | 0.12% | 1.43% | 4.10% | Q4 2018 | Q4 2022 | 17 |
Chesapeake Wealth Management | 17 | 17 | 0.15% | 0.18% | 0.26% | Q4 2018 | Q4 2022 | 17 |
Tower Research Capital LLC (TRC) | 17 | 17 | 0.00% | 0.12% | 0.23% | Q4 2018 | Q4 2022 | 17 |
Cetera Advisors LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 17 |
Boston Trust Walden Corp | 17 | 17 | 0.04% | 0.12% | 0.42% | Q4 2018 | Q4 2022 | 17 |
Keystone Financial Group | 17 | 17 | 0.06% | 0.08% | 0.14% | Q4 2018 | Q4 2022 | 17 |
Port Capital LLC | 17 | 17 | 2.40% | 3.16% | 3.70% | Q4 2018 | Q4 2022 | 17 |
Allianz Asset Management GmbH | 17 | 17 | 0.09% | 0.39% | 1.10% | Q4 2018 | Q4 2022 | 17 |
Pinnacle Wealth Planning Services, Inc. | 17 | 17 | 0.08% | 0.16% | 0.29% | Q4 2018 | Q4 2022 | 17 |
Atria Investments, Inc | 17 | 17 | 0.02% | 0.11% | 0.19% | Q4 2018 | Q4 2022 | 17 |
Fulcrum Capital LLC | 17 | 17 | 1.35% | 1.49% | 1.79% | Q4 2018 | Q4 2022 | 17 |
Steward Partners Investment Advisory, LLC | 17 | 17 | 0.07% | 0.09% | 0.15% | Q4 2018 | Q4 2022 | 17 |
QVR LLC | 4 | 3 | 0.00% | 0.09% | 0.23% | Q4 2020 | Q3 2022 | 17 |
Louisiana State Employees Retirement System | 17 | 17 | 0.23% | 0.26% | 0.29% | Q4 2018 | Q4 2022 | 17 |
Kentucky Retirement Systems | 17 | 17 | 0.41% | 0.44% | 0.50% | Q4 2018 | Q4 2022 | 17 |
Mawer Investment Management Ltd. | 17 | 17 | 0.32% | 1.09% | 2.02% | Q4 2018 | Q4 2022 | 17 |
Csenge Advisory Group | 17 | 17 | 0.07% | 0.11% | 0.15% | Q4 2018 | Q4 2022 | 17 |
Crossmark Global Holdings, Inc. | 17 | 17 | 0.16% | 0.21% | 0.30% | Q4 2018 | Q4 2022 | 17 |
Beaton Management Co. Inc. | 17 | 17 | 0.28% | 0.35% | 0.41% | Q4 2018 | Q4 2022 | 17 |
Triangle Securities Wealth Management | 17 | 17 | 0.45% | 0.54% | 0.74% | Q4 2018 | Q4 2022 | 17 |
BFSG, LLC | 17 | 17 | 0.51% | 0.69% | 0.91% | Q4 2018 | Q4 2022 | 17 |
Prospera Financial Services Inc | 17 | 17 | 0.04% | 0.14% | 0.19% | Q4 2018 | Q4 2022 | 17 |
Morse Asset Management, Inc | 17 | 17 | 0.33% | 0.66% | 1.45% | Q4 2018 | Q4 2022 | 17 |
Pinnacle Bancorp, Inc. | 17 | 17 | 0.14% | 0.18% | 0.23% | Q4 2018 | Q4 2022 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Granite Investment Partners, LLC | 17 | 17 | 0.07% | 0.14% | 0.19% | Q4 2018 | Q4 2022 | 17 |
Holocene Advisors, LP | 17 | 17 | 0.52% | 1.56% | 2.55% | Q4 2018 | Q4 2022 | 17 |
CAMDEN NATIONAL BANK | 17 | 17 | 2.16% | 2.43% | 2.78% | Q4 2018 | Q4 2022 | 17 |
Marietta Wealth Management, LLC | 17 | 17 | 0.86% | 1.27% | 1.74% | Q4 2018 | Q4 2022 | 17 |
Utah Retirement Systems | 17 | 17 | 0.26% | 0.37% | 0.45% | Q4 2018 | Q4 2022 | 17 |
Dai-ichi Life Insurance Company, Ltd | 17 | 17 | 0.13% | 0.18% | 0.26% | Q4 2018 | Q4 2022 | 17 |
Abbrea Capital, LLC | 17 | 17 | 0.10% | 0.12% | 0.15% | Q4 2018 | Q4 2022 | 17 |
Independent Advisor Alliance | 17 | 17 | 0.00% | 0.26% | 0.37% | Q4 2018 | Q4 2022 | 17 |
AMF Tjanstepension AB | 17 | 17 | 0.47% | 0.82% | 1.07% | Q4 2018 | Q4 2022 | 17 |
YorkBridge Wealth Partners, LLC | 17 | 17 | 0.32% | 0.37% | 0.45% | Q4 2018 | Q4 2022 | 17 |
Allworth Financial LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Harvest Fund Management Co., Ltd | 16 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 17 |
Russell Investments Group, Ltd. | 17 | 17 | 0.15% | 0.36% | 0.58% | Q4 2018 | Q4 2022 | 17 |
Sandhill Capital Partners LLC | 17 | 17 | 3.13% | 3.63% | 4.59% | Q4 2018 | Q4 2022 | 17 |
Norway Savings Bank | 17 | 17 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2022 | 17 |
Arizona State Retirement System | 17 | 17 | 0.23% | 0.35% | 0.43% | Q4 2018 | Q4 2022 | 17 |
COURIER CAPITAL LLC | 17 | 17 | 0.53% | 0.59% | 0.70% | Q4 2018 | Q4 2022 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.02% | 0.10% | 0.13% | Q4 2018 | Q4 2022 | 17 |
Thomasville National Bank | 17 | 17 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q4 2022 | 17 |
Capital International Investors | 17 | 17 | 0.25% | 0.42% | 0.90% | Q4 2018 | Q4 2022 | 17 |
REDW Wealth LLC | 17 | 17 | 0.20% | 0.23% | 0.26% | Q4 2018 | Q4 2022 | 17 |
Simmons Bank | 17 | 17 | 0.20% | 0.24% | 0.27% | Q4 2018 | Q4 2022 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Cerity Partners LLC | 17 | 17 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q4 2022 | 17 |
Private Advisor Group, LLC | 17 | 17 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q4 2022 | 17 |
Cribstone Capital Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q4 2022 | 17 |
JFS WEALTH ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.05% | 0.11% | 0.67% | Q4 2018 | Q4 2022 | 17 |
Venturi Wealth Management, LLC | 17 | 17 | 0.05% | 0.09% | 0.12% | Q4 2018 | Q4 2022 | 17 |
Mirae Asset Global Investments Co., Ltd. | 17 | 17 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q4 2022 | 17 |
Addenda Capital Inc. | 17 | 17 | 0.11% | 0.14% | 0.17% | Q4 2018 | Q4 2022 | 17 |
Capital Investment Advisory Services, LLC | 17 | 17 | 0.02% | 0.09% | 0.14% | Q4 2018 | Q4 2022 | 17 |
Advisory Services Network, LLC | 17 | 17 | 0.11% | 0.14% | 0.19% | Q4 2018 | Q4 2022 | 17 |
QUADRANT CAPITAL GROUP LLC | 17 | 17 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q4 2022 | 17 |
Lido Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 17 |
TIEMANN INVESTMENT ADVISORS, LLC | 17 | 17 | 0.19% | 0.21% | 0.26% | Q4 2018 | Q4 2022 | 17 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 17 | 17 | 0.18% | 0.46% | 0.70% | Q4 2018 | Q4 2022 | 17 |
Baird Financial Group, Inc. | 17 | 17 | 0.06% | 0.08% | 0.12% | Q4 2018 | Q4 2022 | 17 |
EXENCIAL WEALTH ADVISORS, LLC | 17 | 17 | 0.02% | 0.60% | 1.18% | Q4 2018 | Q4 2022 | 17 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.11% | 0.43% | 1.65% | Q4 2018 | Q4 2022 | 17 |
River Wealth Advisors LLC | 17 | 17 | 0.53% | 0.67% | 0.86% | Q4 2018 | Q4 2022 | 17 |
Glassman Wealth Services | 17 | 17 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q4 2022 | 17 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q1 2023 | 17 |
ROPES WEALTH ADVISORS LLC | 17 | 17 | 0.11% | 0.21% | 0.44% | Q4 2018 | Q4 2022 | 17 |
NAPLES GLOBAL ADVISORS, LLC | 17 | 17 | 0.37% | 0.44% | 0.52% | Q4 2018 | Q4 2022 | 17 |
Swiss National Bank | 17 | 17 | 0.38% | 0.41% | 0.47% | Q4 2018 | Q4 2022 | 17 |
Man Group plc | 17 | 17 | 0.01% | 0.07% | 0.33% | Q4 2018 | Q4 2022 | 17 |
TCI Wealth Advisors, Inc. | 17 | 17 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q4 2022 | 17 |
AllSquare Wealth Management LLC | 17 | 17 | 0.20% | 0.25% | 0.32% | Q4 2018 | Q4 2022 | 17 |
Kentucky Retirement Systems Insurance Trust Fund | 17 | 17 | 0.41% | 0.44% | 0.50% | Q4 2018 | Q4 2022 | 17 |
Patten Group, Inc. | 17 | 17 | 0.31% | 0.53% | 0.69% | Q4 2018 | Q4 2022 | 17 |
Balentine LLC | 17 | 17 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q4 2022 | 17 |
Community Bank, N.A. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 17 |
State of Tennessee, Treasury Department | 17 | 17 | 0.12% | 0.22% | 0.47% | Q4 2018 | Q4 2022 | 17 |
First Horizon Advisors, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 17 |
SVB WEALTH LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 17 |
TELEMUS CAPITAL, LLC | 17 | 17 | 0.07% | 0.13% | 0.20% | Q4 2018 | Q4 2022 | 17 |
HARTLINE INVESTMENT CORP/ | 17 | 17 | 0.24% | 0.33% | 0.41% | Q4 2018 | Q4 2022 | 17 |
Argent Trust Co | 17 | 17 | 0.04% | 0.08% | 0.10% | Q4 2018 | Q4 2022 | 17 |
Retirement Systems of Alabama | 17 | 17 | 0.20% | 0.23% | 0.39% | Q4 2018 | Q4 2022 | 17 |
CHARTWELL INVESTMENT PARTNERS, LLC | 17 | 17 | 0.21% | 0.26% | 0.37% | Q4 2018 | Q4 2022 | 17 |
Compagnie Lombard Odier SCmA | 17 | 17 | 1.55% | 2.35% | 3.80% | Q4 2018 | Q4 2022 | 17 |
Sargent Bickham Lagudis LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Stratos Wealth Partners, LTD. | 17 | 17 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q4 2022 | 17 |
Daiwa Securities Group Inc. | 16 | 16 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q4 2022 | 16 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 16 | 16 | 0.20% | 0.37% | 0.93% | Q1 2019 | Q4 2022 | 16 |
Sequoia Financial Advisors, LLC | 13 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 16 |
Mendel Money Management | 13 | 3 | 0.68% | 3.45% | 4.94% | Q2 2019 | Q2 2023 | 16 |
MEEDER ASSET MANAGEMENT INC | 11 | 5 | 0.00% | 0.07% | 0.18% | Q1 2019 | Q1 2023 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.06% | 0.20% | 0.25% | Q4 2018 | Q3 2022 | 16 |
Cambridge Investment Research Advisors, Inc. | 14 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 16 |
MGO ONE SEVEN LLC | 16 | 16 | 0.09% | 0.13% | 0.24% | Q1 2019 | Q4 2022 | 16 |
FARMERS & MERCHANTS INVESTMENTS INC | 16 | 16 | 0.43% | 0.48% | 0.52% | Q1 2019 | Q4 2022 | 16 |
EATON VANCE MANAGEMENT | 16 | 16 | 0.03% | 0.12% | 0.37% | Q4 2018 | Q3 2022 | 16 |
Cascade Investment Advisors, Inc. | 15 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q4 2022 | 16 |
NewEdge Advisors, LLC | 16 | 16 | 0.02% | 0.20% | 0.63% | Q1 2019 | Q4 2022 | 16 |
FIRST HAWAIIAN BANK | 16 | 16 | 0.01% | 0.06% | 0.10% | Q1 2019 | Q4 2022 | 16 |
BLB&B Advisors, LLC | 9 | 7 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q4 2022 | 16 |
Kingsview Wealth Management, LLC | 13 | 3 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2022 | 16 |
Douglas Lane & Associates, LLC | 15 | 1 | 0.00% | 0.05% | 0.43% | Q4 2018 | Q4 2022 | 16 |
REGIONS FINANCIAL CORP | 16 | 16 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q4 2022 | 16 |
CAPTRUST FINANCIAL ADVISORS | 12 | 4 | 0.04% | 0.11% | 0.37% | Q4 2018 | Q4 2022 | 16 |
Connor, Clark & Lunn Investment Management Ltd. | 16 | 16 | 0.01% | 0.26% | 0.49% | Q1 2019 | Q4 2022 | 16 |
Sustainable Growth Advisers, LP | 16 | 16 | 0.67% | 2.29% | 3.70% | Q4 2018 | Q3 2022 | 16 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 14 | 2 | 0.01% | 0.11% | 0.15% | Q3 2018 | Q4 2022 | 16 |
STONE RUN CAPITAL, LLC | 16 | 16 | 1.29% | 3.03% | 4.36% | Q1 2019 | Q4 2022 | 16 |
Palisade Asset Management, LLC | 16 | 16 | 0.04% | 0.09% | 0.12% | Q1 2019 | Q4 2022 | 16 |
Nelson Capital Management, LLC | 16 | 16 | 1.32% | 1.67% | 1.98% | Q1 2019 | Q4 2022 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2022 | 16 |
DUBUQUE BANK & TRUST CO | 16 | 16 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q4 2022 | 16 |
Pacific Center for Financial Services | 16 | 16 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q3 2022 | 16 |
abrdn plc | 16 | 16 | 0.25% | 0.34% | 0.45% | Q1 2019 | Q4 2022 | 16 |
BRADLEY FOSTER & SARGENT INC/CT | 10 | 6 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q4 2022 | 16 |
Snowden Capital Advisors LLC | 11 | 5 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q4 2022 | 16 |
Enterprise Bank & Trust Co | 16 | 16 | 0.21% | 0.27% | 0.31% | Q1 2019 | Q4 2022 | 16 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 16 | 16 | 0.65% | 0.76% | 0.92% | Q4 2018 | Q3 2022 | 16 |
Pendal Group Ltd | 12 | 4 | 0.00% | 1.05% | 2.25% | Q4 2018 | Q4 2022 | 16 |
WELCH & FORBES LLC | 16 | 16 | 0.36% | 0.40% | 0.49% | Q1 2019 | Q4 2022 | 16 |
NORRIS PERNE & FRENCH LLP/MI | 16 | 16 | 1.57% | 2.00% | 2.82% | Q1 2019 | Q4 2022 | 16 |
BARINGS LLC | 16 | 16 | 0.31% | 0.42% | 0.60% | Q1 2019 | Q4 2022 | 16 |
Assenagon Asset Management S.A. | 16 | 16 | 0.01% | 0.24% | 2.58% | Q1 2019 | Q4 2022 | 16 |
American Portfolios Advisors | 16 | 16 | 0.03% | 0.07% | 0.14% | Q4 2018 | Q3 2022 | 16 |
FineMark National Bank & Trust | 10 | 6 | 0.01% | 0.05% | 0.22% | Q4 2018 | Q4 2022 | 16 |
Baystate Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 16 |
ENTERPRISE FINANCIAL SERVICES CORP | 15 | 1 | 0.01% | 0.04% | 0.17% | Q4 2018 | Q4 2022 | 16 |
1832 Asset Management L.P. | 16 | 16 | 0.01% | 0.04% | 0.26% | Q1 2019 | Q4 2022 | 16 |
NewSquare Capital LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 16 |
WEBSTER BANK, N. A. | 16 | 16 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q4 2022 | 16 |
NORTH STAR ASSET MANAGEMENT INC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2022 | 16 |
STALEY CAPITAL ADVISERS INC | 14 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Rehmann Capital Advisory Group | 12 | 4 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q4 2022 | 16 |
Ipswich Investment Management Co., Inc. | 16 | 16 | 0.93% | 1.14% | 1.32% | Q1 2019 | Q4 2022 | 16 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 16 |
Western Wealth Management, LLC | 11 | 5 | 0.09% | 0.13% | 0.17% | Q4 2018 | Q4 2022 | 16 |
EVERENCE CAPITAL MANAGEMENT INC | 16 | 16 | 0.44% | 0.58% | 0.90% | Q1 2019 | Q4 2022 | 16 |
Hikari Tsushin, Inc. | 11 | 5 | 0.82% | 1.03% | 1.26% | Q4 2018 | Q4 2022 | 16 |
Valeo Financial Advisors, LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q4 2022 | 16 |
LOOMIS SAYLES & CO L P | 16 | 16 | 0.16% | 0.38% | 0.62% | Q1 2019 | Q4 2022 | 16 |
NWAM LLC | 9 | 7 | 0.01% | 0.05% | 0.11% | Q4 2018 | Q4 2022 | 16 |
BOKF, NA | 10 | 6 | 0.05% | 0.08% | 0.18% | Q4 2018 | Q4 2022 | 16 |
OSSIAM | 16 | 16 | 0.00% | 0.93% | 5.57% | Q1 2019 | Q4 2022 | 16 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.96% | 1.06% | 1.27% | Q1 2019 | Q4 2022 | 16 |
LOGAN CAPITAL MANAGEMENT INC | 16 | 16 | 0.18% | 0.26% | 0.35% | Q1 2019 | Q4 2022 | 16 |
Checchi Capital Advisers, LLC | 16 | 16 | 0.05% | 0.09% | 0.12% | Q1 2019 | Q4 2022 | 16 |
Plante Moran Financial Advisors, LLC | 10 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 16 |
Laurel Wealth Advisors, Inc. | 10 | 6 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q4 2022 | 16 |
Lindbrook Capital, LLC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q4 2022 | 16 |
CWM, LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 16 |
Lantz Financial LLC | 16 | 16 | 0.74% | 1.03% | 1.26% | Q1 2019 | Q4 2022 | 16 |
DUPONT CAPITAL MANAGEMENT CORP | 13 | 3 | 0.03% | 0.08% | 0.19% | Q4 2018 | Q4 2022 | 16 |
SHIKIAR ASSET MANAGEMENT INC | 16 | 16 | 1.50% | 1.90% | 2.48% | Q4 2018 | Q3 2022 | 16 |
WESBANCO BANK INC | 8 | 8 | 0.01% | 0.06% | 0.34% | Q4 2018 | Q4 2022 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q4 2022 | 16 |
Ashfield Capital Partners, LLC | 16 | 16 | 0.41% | 0.52% | 0.76% | Q4 2018 | Q3 2022 | 16 |
SYCOMORE ASSET MANAGEMENT | 16 | 16 | 0.41% | 2.07% | 4.87% | Q4 2018 | Q3 2022 | 16 |
ROYAL LONDON ASSET MANAGEMENT LTD | 14 | 2 | 0.20% | 0.26% | 0.33% | Q4 2018 | Q4 2022 | 16 |
CYPRESS CAPITAL MANAGEMENT LLC | 16 | 16 | 0.10% | 0.15% | 0.18% | Q4 2018 | Q3 2022 | 16 |
WASHINGTON TRUST BANK | 16 | 16 | 0.63% | 0.70% | 0.80% | Q1 2019 | Q4 2022 | 16 |
FIRST FOUNDATION ADVISORS | 9 | 7 | 0.01% | 0.51% | 0.89% | Q4 2018 | Q4 2022 | 16 |
DELTA ASSET MANAGEMENT LLC/TN | 15 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 16 |
Global Trust Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2022 | 16 |
TRUST CO OF OKLAHOMA | 10 | 6 | 0.11% | 0.15% | 0.19% | Q4 2018 | Q4 2022 | 16 |
Kistler-Tiffany Companies, LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 16 |
Manchester Capital Management LLC | 16 | 16 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 16 |
Buckley Wealth Management, LLC | 16 | 16 | 0.14% | 0.50% | 0.71% | Q1 2019 | Q4 2022 | 16 |
Lincoln Capital LLC | 16 | 16 | 0.90% | 1.23% | 1.37% | Q1 2019 | Q4 2022 | 16 |
Independence Bank of Kentucky | 16 | 16 | 0.05% | 0.09% | 0.11% | Q1 2019 | Q4 2022 | 16 |
ALERUS FINANCIAL NA | 16 | 16 | 0.03% | 0.30% | 0.53% | Q1 2019 | Q4 2022 | 16 |
Covington Capital Management | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 16 |
WHITENER CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.40% | 0.52% | 0.61% | Q1 2019 | Q4 2022 | 16 |
MIDDLETON & CO INC/MA | 16 | 16 | 0.04% | 0.23% | 0.34% | Q4 2018 | Q3 2022 | 16 |
Foyston, Gordon, & Payne Inc | 16 | 16 | 0.39% | 1.08% | 1.54% | Q4 2018 | Q3 2022 | 16 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 14 | 2 | 0.12% | 0.18% | 0.27% | Q4 2018 | Q4 2022 | 16 |
South Street Advisors LLC | 11 | 5 | 0.09% | 0.10% | 0.14% | Q4 2018 | Q4 2022 | 16 |
MUFG Americas Holdings Corp | 16 | 16 | 0.43% | 0.54% | 0.71% | Q4 2018 | Q3 2022 | 16 |
Exeter Financial, LLC | 16 | 16 | 1.02% | 1.18% | 1.34% | Q1 2019 | Q4 2022 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.02% | 0.03% | 0.07% | Q1 2019 | Q4 2022 | 16 |
Global Retirement Partners, LLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 16 |
Oakworth Capital, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 16 |
MACKENZIE FINANCIAL CORP | 16 | 16 | 0.11% | 0.25% | 0.58% | Q4 2018 | Q3 2022 | 16 |
Vident Investment Advisory, LLC | 16 | 16 | 0.02% | 0.05% | 0.14% | Q1 2019 | Q4 2022 | 16 |
FORBES J M & CO LLP | 13 | 3 | 1.85% | 2.29% | 2.72% | Q4 2018 | Q4 2022 | 16 |
Pointe Capital Management LLC | 16 | 16 | 0.34% | 0.45% | 0.62% | Q1 2019 | Q4 2022 | 16 |
Cetera Advisor Networks LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 15 |
Wealthspire Advisors, LLC | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 15 |
Avior Wealth Management, LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q4 2022 | 15 |
HARTFORD INVESTMENT MANAGEMENT CO | 15 | 15 | 0.34% | 0.41% | 0.46% | Q2 2019 | Q4 2022 | 15 |
HALL LAURIE J TRUSTEE | 10 | 5 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q4 2022 | 15 |
Artemis Investment Management LLP | 15 | 15 | 0.19% | 1.17% | 2.07% | Q2 2019 | Q4 2022 | 15 |
HM PAYSON & CO | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 15 |
Horizon Investments, LLC | 8 | 7 | 0.01% | 0.09% | 0.20% | Q1 2019 | Q4 2022 | 15 |
Insight Wealth Strategies, LLC | 10 | 5 | 0.04% | 0.13% | 0.27% | Q4 2018 | Q4 2022 | 15 |
Highland Private Wealth Management | 15 | 15 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q3 2022 | 15 |
Gradient Investments LLC | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q4 2022 | 15 |
Farmers & Merchants Trust Co of Chambersburg PA | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.01% | 0.01% | 0.06% | Q2 2019 | Q4 2022 | 15 |
Fosun International Ltd | 14 | 1 | 0.04% | 0.48% | 1.39% | Q4 2018 | Q3 2022 | 15 |
Gotham Asset Management, LLC | 15 | 15 | 0.00% | 0.33% | 0.90% | Q2 2019 | Q4 2022 | 15 |
Field & Main Bank | 11 | 4 | 0.56% | 0.73% | 0.88% | Q1 2019 | Q4 2022 | 15 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.17% | 0.54% | Q1 2019 | Q4 2022 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q2 2022 | 15 |
BAHL & GAYNOR INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
Redpoint Investment Management Pty Ltd | 8 | 7 | 0.13% | 0.19% | 0.30% | Q4 2018 | Q3 2022 | 15 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 15 | 15 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q2 2022 | 15 |
OLD SECOND NATIONAL BANK OF AURORA | 13 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.00% | 0.16% | 0.42% | Q4 2018 | Q2 2022 | 15 |
Carnegie Capital Asset Management, LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 15 |
Kinneret Advisory, LLC | 15 | 15 | 0.52% | 0.55% | 0.60% | Q1 2019 | Q3 2022 | 15 |
Perkins Coie Trust Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
DE BURLO GROUP INC | 13 | 2 | 0.04% | 1.03% | 2.76% | Q1 2019 | Q4 2022 | 15 |
James Hambro & Partners | 11 | 2 | 0.61% | 3.96% | 6.36% | Q4 2018 | Q4 2022 | 15 |
SeaCrest Wealth Management, LLC | 7 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q4 2022 | 15 |
Costello Asset Management, INC | 11 | 4 | 0.35% | 0.82% | 1.02% | Q4 2018 | Q4 2022 | 15 |
SALEM INVESTMENT COUNSELORS INC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 15 |
Vestmark Advisory Solutions, Inc. | 12 | 3 | 0.15% | 0.22% | 0.31% | Q1 2019 | Q4 2022 | 15 |
Moors & Cabot, Inc. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 15 |
Van Cleef Asset Management,Inc | 15 | 15 | 2.06% | 2.30% | 2.74% | Q2 2019 | Q4 2022 | 15 |
Echo Street Capital Management LLC | 14 | 1 | 0.20% | 1.12% | 2.03% | Q1 2019 | Q4 2022 | 15 |
DeDora Capital, Inc. | 11 | 4 | 0.57% | 0.63% | 0.73% | Q1 2019 | Q4 2022 | 15 |
ADVISOR PARTNERS LLC | 15 | 15 | 0.16% | 0.23% | 0.26% | Q4 2018 | Q2 2022 | 15 |
ING GROEP NV | 15 | 15 | 0.05% | 0.34% | 1.77% | Q2 2019 | Q4 2022 | 15 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.07% | 0.11% | 0.18% | Q2 2019 | Q4 2022 | 15 |
Mariner, LLC | 9 | 6 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q4 2022 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q4 2022 | 15 |
PFS INVESTMENTS INC. | 15 | 15 | 0.02% | 0.11% | 0.19% | Q2 2019 | Q4 2022 | 15 |
Point72 Asset Management, L.P. | 7 | 2 | 0.00% | 0.07% | 0.21% | Q1 2019 | Q4 2022 | 15 |
MARSHALL WACE, LLP | 14 | 1 | 0.01% | 0.24% | 1.07% | Q4 2018 | Q4 2022 | 15 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q4 2022 | 15 |
Belpointe Asset Management LLC | 14 | 1 | 0.02% | 0.10% | 0.44% | Q1 2019 | Q4 2022 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Taylor Hoffman Wealth Management | 10 | 5 | 0.16% | 0.19% | 0.23% | Q4 2018 | Q4 2022 | 15 |
Cordatus Wealth Management LLC | 10 | 1 | 0.34% | 0.84% | 3.26% | Q4 2018 | Q4 2022 | 15 |
Portfolio Strategies, Inc. | 11 | 4 | 0.07% | 0.10% | 0.18% | Q1 2019 | Q4 2022 | 15 |
REGENTATLANTIC CAPITAL LLC | 15 | 15 | 0.02% | 0.07% | 0.16% | Q1 2019 | Q3 2022 | 15 |
Glenview Trust Co | 11 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 15 |
Atlantic Union Bankshares Corp | 15 | 15 | 0.15% | 0.19% | 0.21% | Q2 2019 | Q4 2022 | 15 |
Evanson Asset Management, LLC | 11 | 4 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q4 2022 | 15 |
STABLEFORD CAPITAL II LLC | 9 | 5 | 0.29% | 0.35% | 0.43% | Q4 2018 | Q4 2022 | 14 |
TOWNSQUARE CAPITAL LLC | 14 | 14 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q4 2022 | 14 |
Pekin Hardy Strauss, Inc. | 11 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2022 | 14 |
FACTORY MUTUAL INSURANCE CO | 8 | 6 | 0.29% | 0.44% | 0.86% | Q2 2019 | Q4 2022 | 14 |
WESTPAC BANKING CORP | 7 | 1 | 0.12% | 0.19% | 0.28% | Q4 2018 | Q4 2022 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.12% | 0.34% | Q4 2018 | Q4 2022 | 14 |
BerganKDV Wealth Management, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.20% | 0.25% | 0.28% | Q4 2018 | Q1 2022 | 14 |
Capital International Sarl | 14 | 14 | 0.14% | 0.38% | 0.90% | Q3 2019 | Q4 2022 | 14 |
FRANKLIN STREET ADVISORS INC /NC | 14 | 14 | 0.32% | 1.53% | 1.99% | Q3 2019 | Q4 2022 | 14 |
SPINNAKER TRUST | 14 | 14 | 0.10% | 0.24% | 0.30% | Q3 2019 | Q4 2022 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 14 |
SpiderRock Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Altium Wealth Management LLC | 14 | 14 | 0.04% | 0.09% | 0.31% | Q1 2019 | Q2 2022 | 14 |
Capital Asset Advisory Services LLC | 13 | 1 | 0.04% | 0.10% | 0.18% | Q2 2019 | Q4 2022 | 14 |
Windsor Wealth Management, Inc. | 14 | 14 | 0.06% | 0.10% | 0.19% | Q4 2018 | Q1 2022 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.00% | 0.10% | 0.20% | Q3 2019 | Q4 2022 | 14 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 14 | 0.03% | 0.05% | 0.12% | Q3 2019 | Q4 2022 | 14 |
Northwest Bancshares, Inc. | 11 | 3 | 0.08% | 0.10% | 0.17% | Q2 2019 | Q4 2022 | 14 |
SANDERS MORRIS HARRIS LLC | 9 | 5 | 0.11% | 0.16% | 0.23% | Q4 2018 | Q3 2022 | 14 |
Formidable Asset Management, LLC | 13 | 1 | 0.07% | 0.18% | 0.44% | Q1 2019 | Q4 2022 | 14 |
Private Capital Group, LLC | 12 | 2 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q2 2022 | 14 |
LINCOLN NATIONAL CORP | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 14 |
MOTCO | 11 | 3 | 0.00% | 0.08% | 0.42% | Q4 2018 | Q4 2022 | 14 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 14 | 0.07% | 0.14% | 0.22% | Q4 2018 | Q1 2022 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q4 2022 | 14 |
Arden Trust Co | 14 | 14 | 0.26% | 0.42% | 0.65% | Q3 2019 | Q4 2022 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 14 |
Proficio Capital Partners LLC | 11 | 3 | 0.04% | 0.07% | 0.14% | Q4 2018 | Q4 2022 | 14 |
WESTWOOD HOLDINGS GROUP INC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 14 |
Janney Capital Management LLC | 14 | 14 | 0.46% | 0.63% | 0.75% | Q3 2019 | Q4 2022 | 14 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.09% | 0.26% | Q4 2018 | Q3 2022 | 14 |
BOURGEON CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 14 |
Rovida Advisors Inc. | 14 | 14 | 0.56% | 1.75% | 5.00% | Q3 2019 | Q4 2022 | 14 |
TOMPKINS FINANCIAL CORP | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 14 |
Prestige Wealth Management Group LLC | 12 | 2 | 0.00% | 0.10% | 0.31% | Q4 2018 | Q4 2022 | 14 |
MITCHELL CAPITAL MANAGEMENT CO | 14 | 14 | 0.10% | 0.21% | 0.37% | Q3 2019 | Q4 2022 | 14 |
People's United Financial, Inc. | 14 | 14 | 0.03% | 0.08% | 0.24% | Q4 2018 | Q1 2022 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 14 |
Calamos Wealth Management LLC | 14 | 14 | 0.62% | 0.83% | 1.06% | Q3 2019 | Q4 2022 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2022 | 14 |
Aries Wealth Management | 7 | 3 | 0.13% | 0.23% | 0.31% | Q1 2019 | Q4 2022 | 14 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 4 | 0.08% | 0.17% | 0.23% | Q2 2019 | Q4 2022 | 14 |
Ballentine Partners, LLC | 11 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 14 |
Hedeker Wealth, LLC | 14 | 14 | 0.40% | 1.48% | 2.40% | Q4 2018 | Q1 2022 | 14 |
Reynders McVeigh Capital Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2022 | 14 |
Claro Advisors LLC | 11 | 3 | 0.12% | 0.15% | 0.20% | Q2 2019 | Q4 2022 | 14 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 9 | 2 | 0.00% | 0.69% | 1.53% | Q4 2018 | Q3 2023 | 14 |
Bedel Financial Consulting, Inc. | 14 | 14 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2022 | 14 |
Gemmer Asset Management LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Tarbox Family Office, Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Kore Private Wealth LLC | 12 | 2 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2022 | 14 |
Ascension Asset Management LLC | 6 | 1 | 1.30% | 1.40% | 1.56% | Q4 2018 | Q4 2022 | 14 |
Mattern Wealth Management LLC | 13 | 13 | 0.44% | 0.57% | 0.74% | Q4 2019 | Q4 2022 | 13 |
Aurora Private Wealth, Inc. | 13 | 13 | 0.12% | 0.17% | 0.45% | Q4 2019 | Q4 2022 | 13 |
BELLEVUE ASSET MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
Mission Creek Capital Partners, Inc. | 13 | 13 | 0.07% | 0.17% | 0.32% | Q4 2019 | Q4 2022 | 13 |
Ayrshire Capital Management LLC | 13 | 13 | 1.69% | 2.95% | 4.15% | Q4 2019 | Q4 2022 | 13 |
Birch Hill Investment Advisors LLC | 11 | 2 | 0.03% | 0.08% | 0.11% | Q4 2018 | Q4 2022 | 13 |
Voya Financial Advisors, Inc. | 13 | 13 | 0.07% | 0.12% | 0.19% | Q4 2018 | Q4 2021 | 13 |
Parcion Private Wealth LLC | 13 | 13 | 0.46% | 0.55% | 0.65% | Q4 2019 | Q4 2022 | 13 |
Atlas Private Wealth Management, LLC | 13 | 13 | 0.55% | 0.94% | 1.22% | Q4 2019 | Q4 2022 | 13 |
Aviance Capital Partners, LLC | 11 | 1 | 0.05% | 0.47% | 1.35% | Q2 2019 | Q4 2022 | 13 |
Cedar Mountain Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
ICW Investment Advisors LLC | 13 | 13 | 1.03% | 1.18% | 1.29% | Q4 2019 | Q4 2022 | 13 |
First City Capital Management, Inc. | 10 | 1 | 0.13% | 0.15% | 0.19% | Q1 2019 | Q4 2022 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.29% | 0.43% | 0.55% | Q4 2019 | Q4 2022 | 13 |
Pictet North America Advisors SA | 13 | 13 | 0.07% | 0.09% | 0.13% | Q4 2019 | Q4 2022 | 13 |
Bleichroeder LP | 13 | 13 | 6.49% | 8.60% | 10.92% | Q4 2019 | Q4 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.01% | 0.07% | Q4 2019 | Q4 2022 | 13 |
Realta Investment Advisors | 9 | 4 | 0.05% | 0.06% | 0.09% | Q1 2019 | Q4 2022 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
Sigma Planning Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Ensign Peak Advisors, Inc | 13 | 13 | 0.04% | 0.11% | 0.19% | Q4 2019 | Q4 2022 | 13 |
Qtron Investments LLC | 13 | 13 | 0.06% | 0.31% | 0.57% | Q4 2019 | Q4 2022 | 13 |
Sandy Spring Bank | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 13 |
Wealthquest Corp | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
BANK PICTET & CIE (ASIA) LTD | 13 | 13 | 0.25% | 0.28% | 0.33% | Q4 2019 | Q4 2022 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
TDAM USA INC. | 13 | 13 | 0.29% | 0.60% | 1.03% | Q4 2018 | Q4 2021 | 13 |
PROFFITT & GOODSON INC | 13 | 13 | 0.09% | 0.10% | 0.12% | Q4 2019 | Q4 2022 | 13 |
Column Capital Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 13 |
DAVIDSON TRUST CO | 13 | 13 | 0.60% | 0.69% | 0.86% | Q4 2019 | Q4 2022 | 13 |
S.E.E.D. Planning Group LLC | 13 | 13 | 0.18% | 1.02% | 3.23% | Q4 2019 | Q4 2022 | 13 |
RATIONAL ADVISORS LLC | 6 | 2 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q4 2022 | 13 |
Ellevest, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
Waldron Private Wealth LLC | 8 | 5 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q4 2022 | 13 |
STRS OHIO | 10 | 3 | 0.22% | 0.25% | 0.31% | Q4 2018 | Q4 2022 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Simplicity Solutions, LLC | 8 | 5 | 0.01% | 0.13% | 0.31% | Q2 2019 | Q4 2022 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 13 |
Stonebridge Capital Advisors LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 13 | 13 | 0.00% | 0.08% | 0.21% | Q4 2019 | Q4 2022 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.05% | 0.07% | Q1 2020 | Q1 2023 | 13 |
Atom Investors LP | 12 | 1 | 0.07% | 0.64% | 1.39% | Q4 2018 | Q3 2022 | 13 |
HOWE & RUSLING INC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 13 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 8 | 2 | 0.01% | 0.08% | 0.18% | Q2 2019 | Q4 2022 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q4 2022 | 13 |
SouthState Corp | 13 | 13 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q4 2022 | 13 |
BOENNING & SCATTERGOOD, INC. | 10 | 3 | 0.07% | 0.12% | 0.15% | Q4 2018 | Q4 2022 | 13 |
M&G INVESTMENT MANAGEMENT LTD | 13 | 13 | 0.11% | 0.79% | 4.45% | Q4 2019 | Q4 2022 | 13 |
Madison Asset Management, LLC | 13 | 13 | 0.20% | 0.89% | 1.47% | Q4 2019 | Q4 2022 | 13 |
Avitas Wealth Management LLC | 6 | 3 | 0.31% | 0.59% | 0.87% | Q4 2018 | Q4 2022 | 13 |
F3Logic, LLC | 13 | 13 | 0.07% | 0.35% | 0.48% | Q1 2019 | Q1 2022 | 13 |
AMERICAN CENTURY COMPANIES INC | 13 | 13 | 0.00% | 0.20% | 0.34% | Q4 2019 | Q4 2022 | 13 |
Polaris Capital Management, LLC | 13 | 13 | 4.35% | 7.24% | 10.78% | Q4 2019 | Q4 2022 | 13 |
Financial Advocates Investment Management | 13 | 13 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 13 |
Cambridge Financial Group, Inc. | 11 | 2 | 3.02% | 3.42% | 3.96% | Q3 2019 | Q4 2022 | 13 |
Sheaff Brock Investment Advisors, LLC | 11 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 13 |
BANQUE PICTET & CIE SA | 13 | 13 | 0.01% | 0.28% | 0.56% | Q4 2019 | Q4 2022 | 13 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.23% | 0.39% | Q4 2018 | Q4 2022 | 13 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 13 | 13 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q4 2022 | 13 |
Vestcor Inc | 13 | 13 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q4 2022 | 13 |
MATRIX PRIVATE CAPITAL GROUP LLC | 13 | 13 | 0.21% | 0.29% | 0.47% | Q4 2019 | Q4 2022 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
OAK RIDGE INVESTMENTS LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2021 | 13 |
Veracity Capital LLC | 13 | 13 | 0.34% | 0.66% | 0.96% | Q4 2019 | Q4 2022 | 13 |
TFG Advisers LLC | 11 | 1 | 0.12% | 0.24% | 0.44% | Q2 2019 | Q4 2022 | 13 |
Resonant Capital Advisors, LLC | 13 | 13 | 0.05% | 0.15% | 0.56% | Q4 2019 | Q4 2022 | 13 |
OMERS ADMINISTRATION Corp | 6 | 2 | 0.57% | 1.26% | 2.30% | Q4 2018 | Q4 2022 | 13 |
MATTERN CAPITAL MANAGEMENT, LLC | 13 | 13 | 1.17% | 1.26% | 1.33% | Q4 2019 | Q4 2022 | 13 |
Optas, LLC | 13 | 13 | 0.18% | 0.22% | 0.28% | Q4 2019 | Q4 2022 | 13 |
Aberdeen Wealth Management LLC | 13 | 13 | 0.24% | 0.34% | 0.41% | Q4 2019 | Q4 2022 | 13 |
Ferris Capital, LLC | 10 | 3 | 0.19% | 0.22% | 0.24% | Q4 2018 | Q1 2022 | 13 |
Orion Portfolio Solutions, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 13 |
V Wealth Advisors LLC | 9 | 4 | 0.05% | 0.09% | 0.12% | Q2 2019 | Q4 2022 | 13 |
Whitegate Investment Counselors, Inc. | 12 | 12 | 0.36% | 0.42% | 0.48% | Q4 2018 | Q3 2021 | 12 |
Newport Trust Company, LLC | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q3 2021 | 12 |
Edgestream Partners, L.P. | 4 | 4 | 0.01% | 0.63% | 1.94% | Q3 2019 | Q4 2022 | 12 |
Achmea Investment Management B.V. | 7 | 1 | 0.00% | 0.24% | 0.38% | Q3 2019 | Q4 2022 | 12 |
Arete Wealth Advisors, LLC | 8 | 2 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q4 2022 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
IBM Retirement Fund | 12 | 12 | 0.03% | 0.30% | 0.43% | Q4 2018 | Q3 2021 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Kovitz Investment Group Partners, LLC | 12 | 12 | 0.01% | 0.07% | 0.13% | Q1 2020 | Q4 2022 | 12 |
Mercer Capital Advisers, Inc. | 12 | 12 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.03% | 0.08% | 0.13% | Q1 2020 | Q4 2022 | 12 |
Old North State Trust, LLC | 6 | 2 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q4 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 1 | 0.00% | 0.05% | 0.17% | Q1 2019 | Q4 2022 | 12 |
Unified Trust Company, N.A. | 12 | 12 | 1.89% | 2.97% | 3.62% | Q4 2018 | Q3 2021 | 12 |
Itau Unibanco Holding S.A. | 6 | 2 | 0.00% | 0.02% | 0.14% | Q4 2018 | Q3 2023 | 12 |
Bank Julius Baer & Co. Ltd, Zurich | 12 | 12 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2022 | 12 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 12 | 12 | 0.05% | 0.11% | 0.16% | Q4 2018 | Q3 2021 | 12 |
SIMON QUICK ADVISORS, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
Penserra Capital Management LLC | 8 | 4 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2022 | 12 |
FORSTA AP-FONDEN | 12 | 12 | 0.31% | 0.36% | 0.44% | Q1 2020 | Q4 2022 | 12 |
180 WEALTH ADVISORS, LLC | 12 | 12 | 0.06% | 0.11% | 0.15% | Q1 2020 | Q4 2022 | 12 |
MainStreet Investment Advisors LLC | 12 | 12 | 0.02% | 0.03% | 0.09% | Q1 2020 | Q4 2022 | 12 |
Sabal Trust CO | 10 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 12 |
BBR PARTNERS, LLC | 9 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 12 |
SECURITY NATIONAL TRUST CO | 12 | 12 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Keel Point, LLC | 11 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q1 2023 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q4 2022 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2022 | 12 |
JACKSON SQUARE CAPITAL, LLC | 12 | 12 | 0.01% | 0.29% | 1.78% | Q1 2020 | Q4 2022 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.08% | 0.12% | 0.14% | Q1 2020 | Q4 2022 | 12 |
TORONTO DOMINION BANK | 12 | 12 | 0.08% | 0.19% | 0.41% | Q4 2018 | Q3 2021 | 12 |
CWS Financial Advisors, LLC | 7 | 5 | 0.48% | 0.60% | 0.78% | Q4 2019 | Q4 2022 | 12 |
IEQ CAPITAL, LLC | 8 | 4 | 0.03% | 0.06% | 0.15% | Q4 2019 | Q4 2022 | 12 |
One Wealth Advisors, LLC | 6 | 2 | 0.06% | 0.12% | 0.22% | Q1 2019 | Q4 2022 | 12 |
Avantax Planning Partners, Inc. | 7 | 5 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2022 | 12 |
Sonora Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
World Asset Management Inc | 12 | 12 | 0.24% | 0.34% | 0.38% | Q4 2018 | Q3 2021 | 12 |
Richard Bernstein Advisors LLC | 11 | 1 | 0.15% | 0.20% | 0.25% | Q4 2018 | Q4 2022 | 12 |
AMP Capital Investors Ltd | 12 | 12 | 0.15% | 0.19% | 0.23% | Q4 2018 | Q3 2021 | 12 |
PIONEER TRUST BANK N A/OR | 11 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q4 2022 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.35% | 0.68% | 1.08% | Q1 2020 | Q4 2022 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 1 | 0.00% | 0.11% | 0.36% | Q4 2019 | Q4 2022 | 12 |
Wealth Alliance | 12 | 12 | 0.26% | 0.34% | 0.48% | Q1 2020 | Q4 2022 | 12 |
Hyperion Capital Advisors LP | 10 | 2 | 0.07% | 0.11% | 0.18% | Q4 2019 | Q4 2022 | 12 |
HANCOCK WHITNEY CORP | 12 | 12 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 12 |
FMA ADVISORY INC | 12 | 12 | 0.14% | 0.18% | 0.23% | Q4 2018 | Q3 2021 | 12 |
JUPITER ASSET MANAGEMENT LTD | 12 | 12 | 0.28% | 0.55% | 1.11% | Q1 2020 | Q4 2022 | 12 |
VeraBank, N.A. | 12 | 12 | 0.22% | 0.25% | 0.27% | Q1 2020 | Q4 2022 | 12 |
Bank Pictet & Cie (Europe) AG | 12 | 12 | 0.02% | 0.46% | 0.87% | Q1 2020 | Q4 2022 | 12 |
Live Oak Private Wealth LLC | 12 | 12 | 0.11% | 0.17% | 0.23% | Q1 2020 | Q4 2022 | 12 |
Smith, Salley & Associates | 12 | 12 | 0.79% | 1.08% | 1.31% | Q1 2020 | Q4 2022 | 12 |
Alexandria Capital, LLC | 12 | 12 | 0.23% | 0.31% | 0.42% | Q4 2018 | Q3 2021 | 12 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q4 2021 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q3 2021 | 12 |
LEVIN CAPITAL STRATEGIES, L.P. | 6 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q4 2022 | 12 |
Egerton Capital (UK) LLP | 11 | 1 | 2.06% | 3.86% | 5.17% | Q4 2018 | Q3 2022 | 12 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 12 | 0.02% | 0.61% | 1.34% | Q1 2020 | Q4 2022 | 12 |
Premier Fund Managers Ltd | 12 | 12 | 0.03% | 0.65% | 2.23% | Q1 2020 | Q4 2022 | 12 |
Timber Creek Capital Management LLC | 12 | 12 | 0.95% | 1.53% | 2.14% | Q1 2020 | Q4 2022 | 12 |
Princeton Global Asset Management LLC | 9 | 3 | 0.01% | 0.30% | 1.28% | Q4 2019 | Q4 2022 | 12 |
COMMUNITY TRUST & INVESTMENT CO | 12 | 12 | 0.45% | 1.38% | 1.72% | Q1 2020 | Q4 2022 | 12 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 12 | 12 | 0.08% | 0.12% | 0.26% | Q1 2020 | Q4 2022 | 12 |
FIRST MERCANTILE TRUST CO | 12 | 12 | 0.24% | 0.37% | 0.72% | Q4 2018 | Q3 2021 | 12 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.03% | 0.15% | 0.42% | Q4 2019 | Q4 2022 | 12 |
Artisan Partners Limited Partnership | 8 | 2 | 0.03% | 0.19% | 0.43% | Q4 2018 | Q4 2022 | 12 |
MARSHALL WACE ASIA Ltd | 12 | 12 | 2.14% | 3.24% | 4.37% | Q4 2018 | Q3 2021 | 12 |
AMALGAMATED BANK | 8 | 4 | 0.20% | 0.32% | 0.38% | Q4 2018 | Q4 2022 | 12 |
Meristem Family Wealth, LLC | 11 | 11 | 0.04% | 0.08% | 0.13% | Q3 2019 | Q1 2022 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.21% | 0.30% | 0.41% | Q1 2019 | Q4 2022 | 11 |
Homrich & Berg | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2021 | 11 |
Essex Financial Services, Inc. | 10 | 1 | 0.06% | 0.08% | 0.14% | Q4 2018 | Q4 2022 | 11 |
XPONANCE, INC. | 11 | 11 | 0.20% | 0.31% | 0.39% | Q2 2020 | Q4 2022 | 11 |
Larson Financial Group LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 11 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 11 |
NORDEA INVESTMENT MANAGEMENT AB | 11 | 11 | 0.02% | 0.20% | 0.43% | Q2 2020 | Q4 2022 | 11 |
QS Investors, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q2 2021 | 11 |
MATHER GROUP, LLC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Tidal Investments LLC | 10 | 1 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q1 2023 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 11 | 11 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q4 2021 | 11 |
Providence Capital Advisors, LLC | 10 | 1 | 0.00% | 0.47% | 1.43% | Q1 2019 | Q4 2022 | 11 |
Marshall Wace North America L.P. | 8 | 3 | 0.01% | 0.43% | 0.76% | Q4 2018 | Q3 2021 | 11 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.12% | 0.40% | Q3 2018 | Q4 2022 | 11 |
Capital Bank & Trust Co | 11 | 11 | 0.42% | 0.49% | 0.53% | Q4 2018 | Q2 2021 | 11 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 11 |
Qube Research & Technologies Ltd | 7 | 1 | 0.04% | 0.25% | 0.75% | Q4 2018 | Q1 2022 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 11 | 0.12% | 0.16% | 0.23% | Q4 2018 | Q2 2021 | 11 |
Financial Management Professionals, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
KLINGENSTEIN FIELDS & CO LP | 6 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 11 |
Fiduciary Group LLC | 10 | 1 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 11 |
North Star Investment Management Corp. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 11 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.06% | 0.21% | Q4 2018 | Q4 2022 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.05% | 0.09% | Q2 2020 | Q4 2022 | 11 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.19% | 0.58% | Q2 2019 | Q4 2022 | 11 |
HYMAN CHARLES D | 10 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 11 |
HighPoint Advisor Group LLC | 10 | 1 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q2 2022 | 11 |
Trust Investment Advisors | 11 | 11 | 0.40% | 0.51% | 0.61% | Q2 2020 | Q4 2022 | 11 |
BLUESTEIN R H & CO LLC | 9 | 2 | 0.01% | 0.11% | 0.62% | Q4 2019 | Q3 2022 | 11 |
McCollum Christoferson Group LLC | 11 | 11 | 1.85% | 2.20% | 2.95% | Q2 2020 | Q4 2022 | 11 |
Dynamic Advisor Solutions LLC | 10 | 1 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q4 2022 | 11 |
CVA Family Office, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q4 2022 | 11 |
Susquehanna International Group Ltd. | 7 | 1 | 0.12% | 6.74% | 37.56% | Q4 2018 | Q4 2022 | 11 |
Coronation Fund Managers Ltd. | 11 | 11 | 0.01% | 0.05% | 0.28% | Q2 2020 | Q4 2022 | 11 |
Manning & Napier Group, LLC | 9 | 2 | 0.23% | 0.32% | 0.45% | Q1 2020 | Q4 2022 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2021 | 11 |
TRILLIUM ASSET MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.54% | 0.80% | Q4 2018 | Q4 2022 | 11 |
USS Investment Management Ltd | 11 | 11 | 0.30% | 0.39% | 0.51% | Q2 2020 | Q4 2022 | 11 |
J. W. Coons Advisors, LLC | 9 | 2 | 0.07% | 0.17% | 0.32% | Q1 2020 | Q4 2022 | 11 |
BP PLC | 11 | 11 | 0.40% | 0.66% | 0.85% | Q4 2018 | Q2 2021 | 11 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11 | 11 | 0.17% | 0.48% | 0.76% | Q4 2018 | Q2 2021 | 11 |
Inscription Capital, LLC | 7 | 1 | 0.04% | 0.11% | 0.25% | Q4 2018 | Q4 2022 | 11 |
Catalyst Capital Advisors LLC | 7 | 4 | 0.00% | 0.21% | 0.64% | Q4 2018 | Q4 2022 | 11 |
Knuff & Co LLC | 10 | 1 | 0.01% | 0.06% | 0.51% | Q4 2018 | Q4 2022 | 11 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 11 | 11 | 0.47% | 0.81% | 1.00% | Q2 2020 | Q4 2022 | 11 |
MEMBERS CAPITAL ADVISORS INC | 10 | 1 | 1.12% | 1.70% | 2.02% | Q4 2019 | Q4 2022 | 11 |
Sound Financial Strategies Group, LLC | 10 | 1 | 0.30% | 0.47% | 0.91% | Q4 2019 | Q4 2022 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2021 | 11 |
Handelsbanken Fonder AB | 11 | 11 | 0.09% | 0.22% | 0.34% | Q2 2020 | Q4 2022 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 3 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q4 2022 | 11 |
LS Investment Advisors, LLC | 10 | 1 | 0.11% | 0.37% | 0.48% | Q4 2018 | Q4 2022 | 11 |
Moloney Securities Asset Management, LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q4 2022 | 11 |
SMITH ASSET MANAGEMENT GROUP LP | 11 | 11 | 0.00% | 0.10% | 0.42% | Q4 2018 | Q2 2021 | 11 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
Blue Zone Wealth Advisors, LLC | 11 | 11 | 0.74% | 0.92% | 1.24% | Q2 2020 | Q4 2022 | 11 |
Golden State Wealth Management, LLC | 6 | 2 | 0.00% | 0.05% | 0.13% | Q1 2019 | Q1 2022 | 11 |
HEARTLAND ADVISORS INC | 11 | 11 | 0.13% | 0.15% | 0.19% | Q2 2020 | Q4 2022 | 11 |
Summit Global Investments | 7 | 4 | 0.04% | 0.08% | 0.12% | Q1 2019 | Q2 2022 | 11 |
Ardevora Asset Management LLP | 11 | 11 | 0.86% | 0.93% | 1.20% | Q2 2020 | Q4 2022 | 11 |
Boston Partners | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Varma Mutual Pension Insurance Co | 11 | 11 | 0.02% | 0.04% | 0.11% | Q2 2020 | Q4 2022 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.09% | 0.25% | 0.41% | Q2 2020 | Q4 2022 | 11 |
Rafferty Asset Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q4 2022 | 11 |
Eudaimonia Partners, LLC | 8 | 3 | 0.09% | 0.24% | 0.39% | Q4 2019 | Q3 2022 | 11 |
Baker Avenue Asset Management, LP | 9 | 2 | 0.10% | 0.32% | 0.69% | Q3 2019 | Q4 2022 | 11 |
MARATHON ASSET MANAGEMENT LLP | 11 | 11 | 0.48% | 0.84% | 1.43% | Q4 2018 | Q2 2021 | 11 |
American Trust Investment Advisors, LLC | 11 | 11 | 0.20% | 0.29% | 0.80% | Q4 2018 | Q2 2021 | 11 |
U S GLOBAL INVESTORS INC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Centerpoint Advisors, LLC | 7 | 4 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q4 2022 | 11 |
PARNASSUS INVESTMENTS, LLC | 6 | 5 | 1.89% | 2.50% | 3.47% | Q4 2018 | Q4 2022 | 11 |
INVESTMENT HOUSE LLC | 11 | 11 | 0.04% | 0.18% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Rossmore Private Capital | 11 | 11 | 0.08% | 0.14% | 0.16% | Q2 2020 | Q4 2022 | 11 |
Founders Financial Alliance, LLC | 10 | 10 | 0.13% | 0.14% | 0.16% | Q3 2020 | Q4 2022 | 10 |
Bell Bank | 10 | 10 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q1 2021 | 10 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.79% | 0.95% | 1.04% | Q4 2018 | Q1 2021 | 10 |
EARNEST PARTNERS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.00% | 1.17% | 2.14% | Q4 2018 | Q1 2021 | 10 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 10 | 10 | 0.81% | 0.90% | 1.04% | Q3 2020 | Q4 2022 | 10 |
NICOLET BANKSHARES INC | 10 | 10 | 0.07% | 0.08% | 0.11% | Q3 2020 | Q4 2022 | 10 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.04% | 0.16% | 0.29% | Q4 2019 | Q2 2021 | 10 |
Cadence Bank | 10 | 10 | 0.10% | 0.16% | 0.26% | Q4 2018 | Q1 2021 | 10 |
Legacy Private Trust Co. | 10 | 10 | 0.04% | 0.24% | 0.52% | Q3 2020 | Q4 2022 | 10 |
Valmark Advisers, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 10 |
AMG National Trust Bank | 7 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 10 |
Arlington Partners LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 10 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.04% | 0.16% | Q4 2018 | Q1 2022 | 10 |
BBVA USA Bancshares, Inc. | 10 | 10 | 0.33% | 0.41% | 0.50% | Q4 2018 | Q1 2021 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.06% | 0.10% | Q4 2019 | Q1 2022 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q2 2022 | 10 |
Tributary Capital Management, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2022 | 10 |
Verition Fund Management LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q4 2022 | 10 |
Johnson Financial Group, Inc. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 10 |
Rock Creek Group, LP | 9 | 1 | 0.01% | 0.04% | 0.18% | Q1 2019 | Q2 2023 | 10 |
Wellington Shields Capital Management, LLC | 10 | 10 | 0.17% | 0.30% | 0.57% | Q3 2020 | Q4 2022 | 10 |
NuWave Investment Management, LLC | 8 | 1 | 0.00% | 0.49% | 1.81% | Q4 2018 | Q2 2022 | 10 |
Illinois Municipal Retirement Fund | 10 | 10 | 0.05% | 0.08% | 0.12% | Q3 2020 | Q4 2022 | 10 |
Baader Bank Aktiengesellschaft | 4 | 1 | 0.34% | 0.92% | 2.00% | Q4 2021 | Q1 2023 | 10 |
RWA WEALTH PARTNERS, LLC | 10 | 10 | 0.02% | 0.35% | 0.45% | Q3 2020 | Q4 2022 | 10 |
HoyleCohen, LLC | 10 | 10 | 0.36% | 0.50% | 0.61% | Q3 2020 | Q4 2022 | 10 |
Heritage Wealth Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 10 |
Fullerton Fund Management Co Ltd. | 9 | 1 | 0.11% | 2.03% | 3.61% | Q3 2020 | Q2 2023 | 10 |
Capital Advisors, Ltd. LLC | 6 | 4 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 10 |
Tortoise Investment Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 10 |
Riggs Asset Managment Co. Inc. | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2022 | 10 |
Capital Analysts, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 10 |
NIXON PEABODY TRUST CO | 5 | 1 | 0.06% | 0.13% | 0.21% | Q4 2018 | Q4 2021 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 10 | 10 | 0.05% | 0.12% | 0.24% | Q3 2020 | Q4 2022 | 10 |
Regal Wealth Group, Inc. | 10 | 10 | 0.05% | 0.09% | 0.12% | Q4 2018 | Q1 2021 | 10 |
Integrated Advisors Network LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.04% | 0.15% | 0.39% | Q3 2020 | Q4 2022 | 10 |
HOME FEDERAL BANK OF TENNESSEE | 10 | 10 | 0.09% | 0.10% | 0.11% | Q3 2020 | Q4 2022 | 10 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 10 |
IHT Wealth Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.10% | Q3 2020 | Q4 2022 | 10 |
Symmetry Partners, LLC | 10 | 10 | 0.06% | 0.07% | 0.10% | Q3 2020 | Q4 2022 | 10 |
Avestar Capital, LLC | 5 | 1 | 0.03% | 0.10% | 0.16% | Q4 2018 | Q4 2022 | 10 |
Measured Wealth Private Client Group, LLC | 10 | 10 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q4 2022 | 10 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q2 2022 | 10 |
Crewe Advisors LLC | 10 | 10 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Wealthstreet Investment Advisors, LLC | 10 | 10 | 0.17% | 0.19% | 0.20% | Q4 2018 | Q1 2021 | 10 |
Investors Research Corp | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 10 |
Solstein Capital, LLC | 8 | 2 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q4 2022 | 10 |
CNB Bank | 5 | 5 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q4 2022 | 10 |
Walleye Capital LLC | 5 | 2 | 0.00% | 0.03% | 0.07% | Q1 2021 | Q4 2022 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Arabesque Asset Management Ltd | 8 | 1 | 0.49% | 1.07% | 1.68% | Q4 2019 | Q4 2022 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.08% | 0.20% | 0.27% | Q3 2020 | Q4 2022 | 10 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 10 | 0.01% | 0.55% | 0.94% | Q3 2020 | Q4 2022 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.09% | 0.21% | 0.30% | Q3 2020 | Q4 2022 | 10 |
Aperture Investors, LLC | 7 | 1 | 0.65% | 2.92% | 5.59% | Q4 2019 | Q4 2022 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 10 | 10 | 0.06% | 0.11% | 0.16% | Q3 2020 | Q4 2022 | 10 |
Great Diamond Partners, LLC | 9 | 1 | 0.02% | 0.11% | 0.14% | Q4 2019 | Q4 2022 | 10 |
Key FInancial Inc | 9 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.04% | 0.08% | 0.10% | Q3 2020 | Q4 2022 | 10 |
Total Clarity Wealth Management, Inc. | 9 | 1 | 0.10% | 0.36% | 0.44% | Q4 2019 | Q4 2022 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q4 2022 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q4 2022 | 10 |
SkyView Investment Advisors, LLC | 10 | 10 | 0.15% | 0.33% | 0.49% | Q4 2020 | Q1 2023 | 10 |
FIRST NATIONAL BANK OF OMAHA | 10 | 10 | 0.35% | 0.39% | 0.44% | Q3 2020 | Q4 2022 | 10 |
BANK OF THE WEST | 8 | 2 | 0.03% | 0.26% | 0.37% | Q4 2018 | Q4 2022 | 10 |
COZAD ASSET MANAGEMENT INC | 10 | 10 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2022 | 10 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 10 | 10 | 0.21% | 1.38% | 2.42% | Q3 2020 | Q4 2022 | 10 |
NatWest Group plc | 10 | 10 | 0.06% | 0.67% | 1.49% | Q3 2020 | Q4 2022 | 10 |
LANDAAS & CO /WI /ADV | 10 | 10 | 0.15% | 0.16% | 0.17% | Q3 2020 | Q4 2022 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.37% | 0.86% | Q4 2018 | Q4 2022 | 10 |
Busey Bank | 9 | 9 | 0.30% | 0.52% | 0.59% | Q4 2020 | Q4 2022 | 9 |
SSI INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 9 |
Latitude Advisors, LLC | 9 | 9 | 0.14% | 0.19% | 0.26% | Q4 2020 | Q4 2022 | 9 |
DB Wealth Management Group, LLC | 9 | 9 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 9 |
MCDONALD PARTNERS LLC | 9 | 9 | 0.00% | 0.29% | 0.39% | Q4 2020 | Q4 2022 | 9 |
Connolly Sarah T. | 9 | 9 | 0.29% | 0.34% | 0.39% | Q4 2020 | Q4 2022 | 9 |
Resource Management, LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2021 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
First Trust Direct Indexing L.P. | 9 | 9 | 0.29% | 0.35% | 0.47% | Q4 2020 | Q4 2022 | 9 |
SITTNER & NELSON, LLC | 9 | 9 | 0.75% | 0.81% | 0.95% | Q4 2020 | Q4 2022 | 9 |
Clarius Group, LLC | 8 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q4 2022 | 9 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 6 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2022 | 9 |
TWIN CAPITAL MANAGEMENT INC | 8 | 1 | 0.20% | 0.53% | 0.86% | Q3 2019 | Q4 2022 | 9 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 2 | 0.06% | 0.07% | 0.14% | Q2 2020 | Q4 2022 | 9 |
Legacy Wealth Asset Management, LLC | 9 | 9 | 0.54% | 0.75% | 0.94% | Q4 2020 | Q4 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.40% | 0.86% | Q3 2020 | Q4 2022 | 9 |
AAFMAA Wealth Management & Trust LLC | 9 | 9 | 1.68% | 2.25% | 3.24% | Q4 2020 | Q4 2022 | 9 |
Pacer Advisors, Inc. | 9 | 9 | 0.00% | 0.09% | 0.21% | Q4 2020 | Q4 2022 | 9 |
Wealth Alliance Advisory Group, LLC | 9 | 9 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q4 2022 | 9 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.20% | 0.63% | Q2 2019 | Q4 2022 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 9 |
AGF Investments LLC | 9 | 9 | 0.00% | 0.07% | 0.23% | Q4 2018 | Q4 2020 | 9 |
Elo Mutual Pension Insurance Co | 9 | 9 | 0.33% | 0.37% | 0.43% | Q4 2020 | Q4 2022 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 9 | 0.09% | 0.17% | 0.20% | Q4 2020 | Q4 2022 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Mayflower Financial Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 9 |
Winder Investment Pte Ltd | 9 | 9 | 20.34% | 27.98% | 34.72% | Q4 2020 | Q4 2022 | 9 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 5 | 4 | 0.59% | 0.78% | 1.01% | Q4 2019 | Q4 2022 | 9 |
Spire Wealth Management | 8 | 1 | 0.00% | 0.03% | 0.18% | Q1 2021 | Q2 2023 | 9 |
Aperio Group, LLC | 9 | 9 | 0.16% | 0.18% | 0.20% | Q4 2018 | Q4 2020 | 9 |
NewEdge Wealth, LLC | 9 | 9 | 0.18% | 0.35% | 0.76% | Q4 2020 | Q4 2022 | 9 |
VESTOR CAPITAL, LLC | 9 | 9 | 0.48% | 0.52% | 0.60% | Q4 2020 | Q4 2022 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q4 2022 | 9 |
American Research & Management Co. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 9 |
TUCKER ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Gulf International Bank (UK) Ltd | 9 | 9 | 0.40% | 0.43% | 0.50% | Q4 2020 | Q4 2022 | 9 |
Icon Wealth Partners, LLC | 7 | 1 | 0.01% | 0.08% | 0.11% | Q1 2019 | Q2 2022 | 9 |
SAL Trading, LLC | 5 | 5 | 0.16% | 2.37% | 6.90% | Q4 2021 | Q4 2022 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
Marks Group Wealth Management, Inc | 8 | 1 | 0.03% | 0.13% | 0.21% | Q3 2020 | Q4 2022 | 9 |
FIRST MIDWEST BANK TRUST DIVISION | 7 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 9 |
Convergence Investment Partners, LLC | 8 | 1 | 0.09% | 0.13% | 0.18% | Q3 2020 | Q4 2022 | 9 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2022 | 9 |
VILLERE ST DENIS J & CO LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
GPS Wealth Strategies Group, LLC | 9 | 9 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q3 2022 | 9 |
Seven Springs Wealth Group, LLC | 6 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q4 2022 | 9 |
Engineers Gate Manager LP | 5 | 2 | 0.01% | 0.08% | 0.40% | Q4 2019 | Q3 2022 | 9 |
Brookfield Asset Management | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2022 | 9 |
PineBridge Investments, L.P. | 8 | 1 | 0.00% | 0.07% | 0.14% | Q1 2019 | Q2 2021 | 9 |
COOKSON PEIRCE & CO INC | 5 | 4 | 0.05% | 1.58% | 3.42% | Q4 2018 | Q2 2022 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 2 | 0.01% | 1.16% | 2.63% | Q3 2020 | Q4 2022 | 9 |
Procyon Advisors, LLC | 6 | 3 | 0.02% | 0.07% | 0.18% | Q4 2019 | Q4 2022 | 9 |
Fisher Asset Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Analyst IMS Investment Management Services Ltd. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 9 |
True North Advisors, LLC | 9 | 9 | 0.51% | 0.61% | 0.70% | Q4 2019 | Q4 2021 | 9 |
Ethic Inc. | 6 | 1 | 0.02% | 0.08% | 0.26% | Q4 2019 | Q4 2022 | 9 |
United Asset Strategies, Inc. | 9 | 9 | 0.20% | 0.38% | 0.49% | Q4 2020 | Q4 2022 | 9 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 8 | 1 | 0.03% | 0.12% | 0.26% | Q4 2018 | Q4 2022 | 9 |
M. Kraus & Co | 9 | 9 | 1.33% | 1.50% | 1.74% | Q4 2020 | Q4 2022 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
SECURIAN ASSET MANAGEMENT, INC | 9 | 9 | 0.26% | 0.29% | 0.38% | Q4 2020 | Q4 2022 | 9 |
MASON STREET ADVISORS, LLC | 9 | 9 | 0.29% | 0.32% | 0.34% | Q4 2018 | Q4 2020 | 9 |
Pratt Collard Advisory Partners LLC | 5 | 1 | 0.17% | 0.20% | 0.22% | Q4 2018 | Q2 2021 | 9 |
Albar Capital Ltd | 6 | 1 | 0.46% | 3.92% | 11.58% | Q3 2019 | Q3 2022 | 9 |
Mechanics Bank Trust Department | 8 | 1 | 0.02% | 0.05% | 0.06% | Q3 2019 | Q4 2022 | 9 |
Principle Wealth Partners LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Curated Wealth Partners LLC | 9 | 9 | 0.07% | 0.16% | 0.23% | Q4 2020 | Q4 2022 | 9 |
StrongBox Wealth, LLC | 9 | 9 | 0.17% | 0.74% | 1.16% | Q4 2020 | Q4 2022 | 9 |
Vest Financial, LLC | 9 | 9 | 1.51% | 1.59% | 1.67% | Q4 2020 | Q4 2022 | 9 |
Fieldpoint Private Securities, LLC | 7 | 2 | 0.01% | 0.02% | 0.08% | Q1 2019 | Q2 2022 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q4 2022 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.16% | 0.19% | 0.21% | Q4 2018 | Q4 2020 | 9 |
Copeland Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 9 |
KLK CAPITAL MANAGEMENT LLC | 5 | 4 | 0.22% | 1.04% | 1.35% | Q2 2021 | Q3 2023 | 9 |
CYPRESS ASSET MANAGEMENT INC/TX | 9 | 9 | 0.58% | 0.95% | 1.25% | Q4 2020 | Q4 2022 | 9 |
Axiom Financial Strategies, LLC | 9 | 9 | 0.13% | 0.13% | 0.14% | Q3 2020 | Q3 2022 | 9 |
National Mutual Insurance Federation of Agricultural Cooperatives | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 9 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 4 | 0.04% | 0.10% | 0.17% | Q4 2018 | Q4 2022 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q4 2022 | 9 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 9 | 9 | 1.50% | 1.56% | 1.65% | Q4 2020 | Q4 2022 | 9 |
WINSLOW ASSET MANAGEMENT INC | 9 | 9 | 0.97% | 1.20% | 1.50% | Q4 2020 | Q4 2022 | 9 |
Accel Wealth Management | 9 | 9 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 9 |
CPWM, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Essex Savings Bank | 5 | 1 | 0.02% | 0.09% | 0.12% | Q4 2018 | Q2 2021 | 9 |
Kesler, Norman & Wride, LLC | 9 | 9 | 0.26% | 0.29% | 0.42% | Q4 2020 | Q4 2022 | 9 |
Covenant Partners, LLC | 8 | 1 | 0.14% | 0.50% | 0.99% | Q1 2019 | Q4 2022 | 9 |
Boit C F David | 5 | 4 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q3 2023 | 9 |
Jackson, Grant Investment Advisers, Inc. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
WoodTrust Financial Corp | 9 | 9 | 0.07% | 0.23% | 0.36% | Q4 2020 | Q4 2022 | 9 |
BALASA DINVERNO & FOLTZ LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Linscomb & Williams, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Yorktown Management & Research Co Inc | 9 | 9 | 0.19% | 0.27% | 0.43% | Q1 2020 | Q1 2022 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 9 | 9 | 0.16% | 0.27% | 0.40% | Q4 2020 | Q4 2022 | 9 |
PATRON PARTNERS, LLC | 9 | 9 | 0.25% | 0.30% | 0.35% | Q4 2020 | Q4 2022 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.11% | 0.30% | 0.42% | Q4 2020 | Q4 2022 | 9 |
Scott Investment Partners LLP | 9 | 9 | 2.25% | 3.34% | 3.87% | Q4 2020 | Q4 2022 | 9 |
Annapolis Financial Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Renasant Bank | 9 | 9 | 0.24% | 0.28% | 0.36% | Q4 2020 | Q4 2022 | 9 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 8 | 8 | 0.18% | 0.23% | 0.31% | Q1 2021 | Q4 2022 | 8 |
MetLife Investment Management, LLC | 3 | 1 | 0.27% | 0.32% | 0.35% | Q4 2019 | Q3 2022 | 8 |
Barrett Asset Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 8 |
Sageworth Trust Co | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2022 | 8 |
HARVEY CAPITAL MANAGEMENT INC | 8 | 8 | 0.20% | 0.24% | 0.30% | Q1 2021 | Q4 2022 | 8 |
DONALDSON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 8 | 0.07% | 0.14% | 0.24% | Q1 2021 | Q4 2022 | 8 |
MV CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
FORA Capital, LLC | 4 | 1 | 0.08% | 0.62% | 1.26% | Q4 2019 | Q4 2022 | 8 |
ROCKY MOUNTAIN ADVISERS, LLC | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2020 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
ETRADE Capital Management LLC | 8 | 8 | 0.13% | 0.15% | 0.16% | Q4 2018 | Q3 2020 | 8 |
NORTHSTAR ASSET MANAGEMENT INC | 8 | 8 | 3.27% | 4.04% | 5.30% | Q1 2021 | Q4 2022 | 8 |
Wahed Invest LLC | 8 | 8 | 0.94% | 1.02% | 1.19% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VIRGINIA /VA | 8 | 8 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Rampart Investment Management Company, LLC | 8 | 8 | 0.23% | 0.77% | 1.40% | Q4 2018 | Q3 2020 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2020 | 8 |
OKABENA INVESTMENT SERVICES INC | 6 | 2 | 0.04% | 0.32% | 1.18% | Q4 2019 | Q3 2022 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.04% | 0.16% | Q2 2019 | Q2 2022 | 8 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 2 | 0.03% | 0.08% | 0.19% | Q4 2018 | Q4 2022 | 8 |
COUNTRY TRUST BANK | 8 | 8 | 0.83% | 0.88% | 0.95% | Q1 2021 | Q4 2022 | 8 |
Financial Enhancement Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
DSM CAPITAL PARTNERS LLC | 8 | 8 | 0.02% | 1.53% | 2.84% | Q1 2021 | Q4 2022 | 8 |
STEADFAST CAPITAL MANAGEMENT LP | 8 | 8 | 0.04% | 2.90% | 4.15% | Q4 2018 | Q3 2020 | 8 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.02% | 0.21% | 0.46% | Q1 2021 | Q4 2022 | 8 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.11% | 0.18% | 0.25% | Q1 2021 | Q4 2022 | 8 |
SailingStone Capital Partners LLC | 8 | 8 | 1.27% | 4.61% | 9.94% | Q1 2021 | Q4 2022 | 8 |
DSC Advisors, L.P. | 7 | 1 | 0.11% | 0.39% | 0.84% | Q4 2019 | Q3 2022 | 8 |
Ironwood Financial, llc | 7 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q4 2022 | 8 |
ALBION FINANCIAL GROUP /UT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
ATALANTA SOSNOFF CAPITAL, LLC | 8 | 8 | 0.82% | 1.47% | 2.02% | Q3 2020 | Q2 2022 | 8 |
BigSur Wealth Management LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q4 2022 | 8 |
Oak Grove Capital LLC | 8 | 8 | 0.39% | 0.54% | 0.65% | Q1 2021 | Q4 2022 | 8 |
ALPHA WINDWARD LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 6 | 6 | 0.01% | 0.24% | 0.41% | Q3 2021 | Q4 2022 | 8 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.04% | 0.13% | 0.25% | Q4 2018 | Q4 2022 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2020 | 8 |
Baker Ellis Asset Management LLC | 7 | 1 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q4 2022 | 8 |
Ausdal Financial Partners, Inc. | 8 | 8 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Employers Holdings, Inc. | 8 | 8 | 0.15% | 0.48% | 0.63% | Q2 2019 | Q1 2021 | 8 |
Border to Coast Pensions Partnership Ltd | 8 | 8 | 0.95% | 1.15% | 1.34% | Q2 2021 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
KB FINANCIAL PARTNERS, LLC | 8 | 8 | 0.16% | 0.30% | 0.38% | Q1 2021 | Q4 2022 | 8 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.04% | 0.07% | 0.22% | Q3 2019 | Q4 2022 | 8 |
Dakota Wealth Management | 8 | 8 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q4 2022 | 8 |
Pallas Capital Advisors LLC | 8 | 8 | 1.20% | 1.65% | 2.88% | Q1 2021 | Q4 2022 | 8 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q1 2022 | 8 |
PLIMOTH TRUST CO LLC | 8 | 8 | 0.09% | 0.36% | 0.69% | Q1 2021 | Q4 2022 | 8 |
Piscataqua Savings Bank | 8 | 8 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q4 2022 | 8 |
Concorde Asset Management, LLC | 8 | 8 | 0.11% | 0.17% | 0.34% | Q4 2020 | Q3 2022 | 8 |
Palumbo Wealth Management LLC | 7 | 1 | 0.15% | 0.18% | 0.21% | Q4 2020 | Q4 2022 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Bollard Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Kiwi Wealth Investments Limited Partnership | 5 | 3 | 0.04% | 0.25% | 0.48% | Q3 2020 | Q1 2023 | 8 |
PFG Advisors | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Bluesphere Advisors, LLC | 8 | 8 | 0.20% | 0.21% | 0.22% | Q1 2021 | Q4 2022 | 8 |
Cerro Pacific Wealth Advisors LLC | 7 | 1 | 0.25% | 0.50% | 0.76% | Q4 2020 | Q4 2022 | 8 |
Quantitative Systematic Strategies LLC | 7 | 1 | 0.08% | 0.38% | 0.56% | Q4 2018 | Q2 2021 | 8 |
swisspartners Ltd. | 8 | 8 | 0.57% | 0.88% | 1.55% | Q1 2021 | Q4 2022 | 8 |
Portfolio Solutions, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q2 2021 | 8 |
Annex Advisory Services, LLC | 8 | 8 | 0.26% | 0.50% | 0.69% | Q1 2021 | Q4 2022 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
NORTHSTAR WEALTH PARTNERS LLC | 8 | 8 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q3 2020 | 8 |
State of Wyoming | 8 | 8 | 0.01% | 0.15% | 0.41% | Q1 2021 | Q4 2022 | 8 |
Navalign, LLC | 8 | 8 | 0.25% | 0.32% | 0.36% | Q1 2021 | Q4 2022 | 8 |
Bayesian Capital Management, LP | 5 | 3 | 0.05% | 0.23% | 0.58% | Q2 2019 | Q3 2021 | 8 |
Aaron Wealth Advisors LLC | 8 | 8 | 0.02% | 0.10% | 0.13% | Q1 2021 | Q4 2022 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q3 2021 | 8 |
Regent Peak Wealth Advisors LLC | 7 | 1 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q4 2022 | 8 |
MEITAV INVESTMENT HOUSE LTD | 8 | 8 | 0.29% | 0.50% | 0.85% | Q3 2020 | Q2 2022 | 8 |
First National Bank of Mount Dora, Trust Investment Services | 8 | 8 | 0.47% | 0.80% | 1.34% | Q1 2021 | Q4 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Appian Way Asset Management LP | 5 | 3 | 1.32% | 4.84% | 10.22% | Q1 2020 | Q2 2022 | 8 |
Red Spruce Capital, LLC | 8 | 8 | 0.20% | 1.38% | 1.90% | Q1 2021 | Q4 2022 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2022 | 8 |
ASPIRIANT, LLC | 5 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 8 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q4 2022 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Marcum Wealth, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2022 | 8 |
STONERIDGE INVESTMENT PARTNERS LLC | 8 | 8 | 0.54% | 0.64% | 0.81% | Q1 2021 | Q4 2022 | 8 |
Senator Investment Group LP | 7 | 1 | 0.88% | 1.60% | 2.35% | Q2 2019 | Q3 2021 | 8 |
Cornerstone Advisors, LLC | 6 | 2 | 0.12% | 0.51% | 1.06% | Q4 2019 | Q4 2022 | 8 |
RDA Financial Network | 5 | 1 | 0.09% | 0.11% | 0.11% | Q2 2020 | Q4 2022 | 8 |
BENJAMIN EDWARDS INC | 6 | 2 | 0.02% | 0.06% | 0.09% | Q1 2019 | Q4 2022 | 8 |
Institute for Wealth Management, LLC. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2022 | 8 |
BESSEMER SECURITIES LLC | 8 | 8 | 0.24% | 0.27% | 0.37% | Q1 2021 | Q4 2022 | 8 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 8 | 8 | 1.32% | 3.46% | 5.40% | Q1 2021 | Q4 2022 | 8 |
Blume Capital Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q4 2022 | 8 |
Wilkinson Global Asset Management LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Stellar Capital Management, LLC | 7 | 7 | 2.11% | 2.25% | 2.42% | Q4 2018 | Q2 2020 | 7 |
WENDELL DAVID ASSOCIATES INC | 4 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
West Branch Capital LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 7 | 0.40% | 0.91% | 1.10% | Q1 2021 | Q3 2022 | 7 |
Regal Partners Ltd | 7 | 7 | 8.70% | 9.82% | 13.95% | Q4 2018 | Q2 2020 | 7 |
Montecito Bank & Trust | 5 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 7 |
AMERICAN NATIONAL BANK | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 7 |
Verdence Capital Advisors LLC | 4 | 3 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q4 2022 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
AXS Investments LLC | 5 | 2 | 0.18% | 0.26% | 0.36% | Q1 2021 | Q4 2022 | 7 |
Titus Wealth Management | 7 | 7 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q2 2022 | 7 |
E Fund Management Co., Ltd. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 7 |
Krane Funds Advisors LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q4 2020 | 7 |
Bank of Italy | 7 | 7 | 3.75% | 6.37% | 7.25% | Q4 2018 | Q2 2020 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.07% | 0.11% | 0.17% | Q3 2021 | Q1 2023 | 7 |
TRUEWEALTH LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Aevitas Wealth Management, Inc. | 5 | 2 | 0.10% | 0.23% | 0.33% | Q4 2018 | Q4 2022 | 7 |
MUFG Securities EMEA plc | 4 | 3 | 0.03% | 0.20% | 0.41% | Q3 2019 | Q2 2021 | 7 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.09% | 0.22% | Q4 2018 | Q2 2022 | 7 |
Millburn Ridgefield Corp | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Apollon Wealth Management, LLC | 6 | 1 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q4 2022 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.03% | 0.18% | 0.50% | Q2 2019 | Q4 2021 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Summit Financial, LLC | 7 | 7 | 0.09% | 0.13% | 0.16% | Q2 2021 | Q4 2022 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.04% | 0.15% | Q1 2020 | Q3 2022 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2020 | 7 |
Essex LLC | 7 | 7 | 0.80% | 0.87% | 0.93% | Q3 2021 | Q1 2023 | 7 |
IAG Wealth Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 7 | 7 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q4 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Goelzer Investment Management, Inc. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2020 | 7 |
ALPS ADVISORS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 7 |
New Jersey Better Educational Savings Trust | 6 | 1 | 0.36% | 0.49% | 0.62% | Q4 2019 | Q3 2021 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.01% | 0.03% | 0.12% | Q4 2018 | Q4 2022 | 7 |
Alpha Cubed Investments, LLC | 7 | 7 | 0.05% | 0.05% | 0.07% | Q2 2021 | Q4 2022 | 7 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 7 | 0.16% | 0.20% | 0.31% | Q2 2021 | Q4 2022 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.08% | Q1 2022 | Q3 2022 | 7 |
Concord Wealth Partners | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Vontobel Holding Ltd. | 7 | 7 | 0.37% | 0.42% | 0.48% | Q2 2021 | Q4 2022 | 7 |
Desjardins Global Asset Management Inc. | 7 | 7 | 0.00% | 0.12% | 0.67% | Q4 2021 | Q2 2023 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.10% | 0.16% | Q2 2021 | Q4 2022 | 7 |
NFJ INVESTMENT GROUP, LLC | 5 | 2 | 0.02% | 0.17% | 0.26% | Q1 2021 | Q4 2022 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q2 2021 | 7 |
TCF National Bank | 7 | 7 | 0.08% | 0.16% | 0.19% | Q3 2019 | Q1 2021 | 7 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2020 | 7 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.50% | 2.31% | Q2 2019 | Q4 2022 | 7 |
Deseret Mutual Benefit Administrators | 7 | 7 | 0.09% | 0.11% | 0.16% | Q2 2021 | Q4 2022 | 7 |
San Luis Wealth Advisors LLC | 6 | 1 | 0.14% | 0.54% | 1.58% | Q4 2020 | Q4 2022 | 7 |
BAR HARBOR TRUST SERVICES | 7 | 7 | 0.00% | 0.35% | 0.46% | Q4 2020 | Q2 2022 | 7 |
West Family Investments, Inc. | 7 | 7 | 0.13% | 0.18% | 0.21% | Q2 2021 | Q4 2022 | 7 |
Perpetual Ltd | 6 | 1 | 0.07% | 0.23% | 0.56% | Q4 2018 | Q3 2020 | 7 |
WealthShield Partners, LLC | 4 | 3 | 0.02% | 0.15% | 0.30% | Q2 2019 | Q2 2021 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.06% | 0.08% | 0.15% | Q2 2021 | Q4 2022 | 7 |
CEDAR CAPITAL, LLC | 7 | 7 | 0.12% | 0.30% | 0.43% | Q1 2019 | Q3 2020 | 7 |
Andra AP-fonden | 7 | 7 | 0.04% | 0.09% | 0.14% | Q1 2019 | Q3 2020 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 7 |
Exane Asset Management | 3 | 2 | 0.16% | 14.07% | 25.70% | Q3 2019 | Q3 2021 | 7 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.02% | 0.08% | 0.12% | Q3 2019 | Q1 2022 | 7 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.06% | 0.08% | Q1 2019 | Q4 2022 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.22% | 0.30% | 0.52% | Q4 2018 | Q2 2020 | 7 |
STRATEGY ASSET MANAGERS LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.09% | Q2 2021 | Q4 2022 | 7 |
FNY Investment Advisers, LLC | 3 | 1 | 0.14% | 1.09% | 3.30% | Q4 2018 | Q3 2022 | 7 |
LUMINUS MANAGEMENT LLC | 6 | 1 | 0.30% | 0.67% | 1.19% | Q4 2018 | Q2 2021 | 7 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 6 | 1 | 1.55% | 15.23% | 27.61% | Q4 2018 | Q4 2022 | 7 |
Amundi | 7 | 7 | 0.78% | 0.96% | 1.08% | Q2 2021 | Q4 2022 | 7 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 7 | 7 | 4.68% | 10.86% | 13.94% | Q1 2019 | Q3 2020 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Intersect Capital LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 7 |
First Bank & Trust | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Newfound Research LLC | 6 | 1 | 0.08% | 0.19% | 0.26% | Q4 2020 | Q3 2022 | 7 |
Autus Asset Management, LLC | 4 | 1 | 0.02% | 0.09% | 0.38% | Q1 2019 | Q4 2021 | 7 |
FIRST AMERICAN TRUST, FSB | 6 | 1 | 0.04% | 0.48% | 0.88% | Q4 2018 | Q3 2020 | 7 |
Ten Capital Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Strategic Blueprint, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q4 2022 | 7 |
Braun-Bostich & Associates Inc. | 4 | 2 | 0.05% | 0.13% | 0.25% | Q1 2019 | Q3 2020 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Ally Financial Inc. | 3 | 3 | 0.15% | 0.22% | 0.29% | Q1 2021 | Q3 2022 | 6 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Radnor Capital Management, LLC | 5 | 1 | 0.05% | 0.07% | 0.13% | Q1 2021 | Q4 2022 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Violich Capital Management, Inc. | 6 | 6 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2020 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Marshall Financial Group LLC | 6 | 6 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q1 2022 | 6 |
Meridian Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.03% | Q2 2019 | Q4 2022 | 6 |
First National Bank of Hutchinson | 3 | 1 | 0.13% | 0.19% | 0.24% | Q4 2018 | Q4 2022 | 6 |
Perigon Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q4 2022 | 6 |
Brown Miller Wealth Management, LLC | 6 | 6 | 0.76% | 0.95% | 1.15% | Q3 2021 | Q4 2022 | 6 |
Summit X, LLC | 5 | 1 | 0.01% | 0.15% | 0.19% | Q4 2018 | Q3 2020 | 6 |
Polar Capital Holdings Plc | 6 | 6 | 0.00% | 0.11% | 0.20% | Q3 2021 | Q4 2022 | 6 |
Bath Savings Trust Co | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q4 2022 | 6 |
Samalin Investment Counsel, LLC | 5 | 1 | 0.16% | 0.20% | 0.22% | Q4 2019 | Q4 2022 | 6 |
MISSION WEALTH MANAGEMENT, LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.08% | 0.30% | Q3 2020 | Q4 2022 | 6 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 6 |
44 WEALTH MANAGEMENT LLC | 5 | 1 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q4 2022 | 6 |
MCF Advisors LLC | 6 | 6 | 0.00% | 0.11% | 0.62% | Q3 2021 | Q4 2022 | 6 |
PIEDMONT INVESTMENT ADVISORS INC | 6 | 6 | 0.06% | 0.23% | 0.40% | Q4 2018 | Q1 2020 | 6 |
LOUNTZIS ASSET MANAGEMENT, LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q3 2021 | 6 |
WRAPMANAGER INC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q3 2021 | Q4 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.07% | 0.18% | 0.34% | Q3 2021 | Q4 2022 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Parametrica Management Ltd | 5 | 1 | 0.32% | 0.87% | 1.40% | Q1 2020 | Q1 2022 | 6 |
Royal Fund Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q1 2020 | 6 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q3 2019 | Q4 2022 | 6 |
Standard Family Office LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q3 2022 | 6 |
Pineno Levin & Ford Asset Management, Inc. | 5 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q4 2021 | 6 |
EP Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
Osborn Williams & Donohoe LLC | 6 | 6 | 0.32% | 0.39% | 0.52% | Q4 2018 | Q1 2020 | 6 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 6 |
Menard Financial Group LLC | 5 | 1 | 0.22% | 0.27% | 0.42% | Q4 2019 | Q1 2022 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Pinion Investment Advisors, LLC | 5 | 1 | 0.14% | 0.60% | 0.72% | Q4 2018 | Q1 2022 | 6 |
PUBLIC INVESTMENT FUND | 6 | 6 | 0.74% | 0.90% | 1.27% | Q3 2021 | Q4 2022 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 0.26% | 0.30% | 0.35% | Q3 2021 | Q4 2022 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.13% | 0.17% | 0.20% | Q4 2018 | Q4 2022 | 6 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.04% | 0.32% | 0.55% | Q4 2020 | Q4 2022 | 6 |
Americana Partners, LLC | 6 | 6 | 0.28% | 0.46% | 0.58% | Q3 2021 | Q4 2022 | 6 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Blueprint Investment Partners LLC | 4 | 2 | 0.20% | 0.25% | 0.34% | Q3 2021 | Q1 2023 | 6 |
Badgley Phelps Wealth Managers, LLC | 6 | 6 | 0.39% | 0.44% | 0.53% | Q3 2021 | Q4 2022 | 6 |
Roberts Wealth Advisors, LLC | 6 | 6 | 1.10% | 1.32% | 1.64% | Q3 2021 | Q4 2022 | 6 |
Agate Pass Investment Management, LLC | 6 | 6 | 0.39% | 0.43% | 0.52% | Q4 2021 | Q1 2023 | 6 |
Kolinsky Wealth Management, LLC | 6 | 6 | 0.27% | 0.35% | 0.48% | Q4 2021 | Q1 2023 | 6 |
Blue Barn Wealth, LLC | 6 | 6 | 0.16% | 0.17% | 0.19% | Q3 2021 | Q4 2022 | 6 |
Clarus Wealth Advisors | 6 | 6 | 0.16% | 0.31% | 0.53% | Q4 2018 | Q1 2020 | 6 |
Corrigan Financial, Inc. | 6 | 6 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q4 2022 | 6 |
Heartland Bank & Trust Co | 3 | 1 | 0.20% | 0.40% | 0.67% | Q4 2020 | Q4 2022 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.06% | 0.13% | 0.32% | Q1 2020 | Q4 2022 | 6 |
Angeles Investment Advisors, LLC | 5 | 1 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q4 2022 | 6 |
Enlightenment Research, LLC | 1 | 1 | 0.28% | 0.88% | 2.10% | Q2 2019 | Q2 2022 | 6 |
Prentice Wealth Management LLC | 3 | 3 | 0.03% | 0.11% | 0.23% | Q1 2021 | Q4 2022 | 6 |
Eagle Bay Advisors LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 6 |
Harbour Capital Advisors, LLC | 5 | 1 | 0.14% | 0.18% | 0.22% | Q4 2018 | Q4 2022 | 6 |
Marathon Asset Management Ltd | 6 | 6 | 0.91% | 1.19% | 1.57% | Q3 2021 | Q4 2022 | 6 |
Capital Group Private Client Services, Inc. | 6 | 6 | 0.51% | 0.73% | 0.92% | Q3 2021 | Q4 2022 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 6 |
Cullen Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Orion Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
FORVIS Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Red Door Wealth Management, LLC | 5 | 1 | 0.00% | 0.08% | 0.09% | Q2 2021 | Q4 2022 | 6 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 6 |
Azimuth Capital Management LLC | 6 | 6 | 0.32% | 0.39% | 0.46% | Q4 2020 | Q1 2022 | 6 |
Bridgewater Associates | 3 | 1 | 0.01% | 0.12% | 0.36% | Q4 2018 | Q3 2022 | 6 |
Blueshift Asset Management, LLC | 3 | 1 | 0.07% | 0.21% | 0.46% | Q3 2019 | Q4 2022 | 6 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.12% | 0.42% | Q2 2019 | Q4 2022 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
YOUSIF CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.36% | 0.38% | 0.43% | Q4 2021 | Q4 2022 | 5 |
Municipal Employees' Retirement System of Michigan | 5 | 5 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q4 2019 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.83% | 1.16% | Q4 2021 | Q4 2022 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.12% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
BONTEMPO OHLY CAPITAL MGMT LLC | 5 | 5 | 0.25% | 1.70% | 2.18% | Q4 2018 | Q4 2019 | 5 |
AlphaStar Capital Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Sendero Wealth Management, LLC | 5 | 5 | 0.46% | 0.81% | 1.65% | Q4 2021 | Q4 2022 | 5 |
Cumberland Partners Ltd | 5 | 5 | 0.03% | 1.71% | 2.60% | Q4 2021 | Q4 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Moisand Fitzgerald Tamayo, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 5 |
COMGEST GLOBAL INVESTORS S.A.S. | 5 | 5 | 0.07% | 0.21% | 0.29% | Q4 2021 | Q4 2022 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.39% | 1.16% | Q4 2020 | Q4 2022 | 5 |
Mosaic Family Wealth, LLC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q4 2021 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.34% | 0.37% | 0.40% | Q1 2019 | Q1 2020 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Knights of Columbus Asset Advisors LLC | 5 | 5 | 0.01% | 0.35% | 0.52% | Q4 2021 | Q4 2022 | 5 |
Fiduciary Trust Co International of Pennsylvania | 5 | 5 | 0.13% | 0.14% | 0.17% | Q1 2019 | Q1 2020 | 5 |
First Command Bank | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
WealthStone, Inc. | 3 | 2 | 0.00% | 0.07% | 0.11% | Q1 2019 | Q1 2021 | 5 |
Cipher Capital LP | 2 | 1 | 0.12% | 0.32% | 0.43% | Q2 2019 | Q4 2022 | 5 |
Donoghue Forlines LLC | 3 | 1 | 0.19% | 0.28% | 0.36% | Q1 2019 | Q3 2022 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.10% | 0.16% | 0.22% | Q4 2021 | Q4 2022 | 5 |
Pearl River Capital, LLC | 3 | 1 | 0.50% | 0.78% | 1.02% | Q3 2020 | Q4 2022 | 5 |
Bogart Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.58% | 0.62% | 0.64% | Q4 2021 | Q4 2022 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q4 2021 | 5 |
NewDay Solutions, LLC | 3 | 1 | 0.18% | 0.73% | 2.11% | Q4 2018 | Q2 2020 | 5 |
Gryphon Financial Partners LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 5 |
55I, LLC | 5 | 5 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Banco de Sabadell, S.A | 5 | 5 | 0.06% | 0.36% | 0.48% | Q1 2021 | Q1 2022 | 5 |
UNIO CAPITAL LLC | 5 | 5 | 0.30% | 2.08% | 3.72% | Q4 2021 | Q4 2022 | 5 |
Athanor Capital, LP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 5 |
USCA RIA LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q2 2021 | 5 |
MIZUHO SECURITIES USA LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 5 |
Stokes Capital Advisors, LLC | 5 | 5 | 0.67% | 1.05% | 1.36% | Q4 2021 | Q4 2022 | 5 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 5 |
Portland Global Advisors LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2022 | 5 |
McKinley Carter Wealth Services, Inc. | 5 | 5 | 0.27% | 0.32% | 0.38% | Q4 2021 | Q4 2022 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.18% | 0.22% | 0.29% | Q4 2021 | Q4 2022 | 5 |
TT INTERNATIONAL | 5 | 5 | 0.59% | 0.84% | 1.30% | Q4 2018 | Q4 2019 | 5 |
Roundview Capital LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2022 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.02% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Paradigm Financial Partners, LLC | 5 | 5 | 0.47% | 0.55% | 0.60% | Q4 2018 | Q4 2019 | 5 |
Fairhaven Wealth Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q1 2022 | 5 |
NEXPOINT ASSET MANAGEMENT, L.P. | 5 | 5 | 0.05% | 0.10% | 0.17% | Q4 2019 | Q4 2020 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.09% | 1.08% | 3.11% | Q4 2020 | Q4 2022 | 5 |
Quantitative Investment Management, LLC | 2 | 1 | 0.05% | 0.20% | 0.46% | Q1 2019 | Q4 2022 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.50% | 0.54% | 0.60% | Q2 2019 | Q2 2020 | 5 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
Grace Capital | 5 | 5 | 0.02% | 0.07% | 0.09% | Q4 2019 | Q4 2020 | 5 |
GAM Holding AG | 5 | 5 | 0.03% | 0.10% | 0.13% | Q4 2018 | Q4 2019 | 5 |
Rudd International, Inc. | 4 | 1 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q2 2020 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2021 | 5 |
SIR Capital Management, L.P. | 2 | 1 | 0.70% | 1.92% | 3.42% | Q2 2019 | Q4 2022 | 5 |
Xcel Wealth Management, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q1 2022 | 5 |
Graypoint LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Pacifica Partners Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 5 |
Hanson & Doremus Investment Management | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 5 |
Center for Financial Planning, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
Citizens National Bank Trust Department | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Hexavest Inc. | 5 | 5 | 0.16% | 0.17% | 0.19% | Q1 2020 | Q1 2021 | 5 |
Mechanics Financial Corp | 5 | 5 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Marble Harbor Investment Counsel, LLC | 5 | 5 | 0.35% | 0.37% | 0.39% | Q4 2018 | Q4 2019 | 5 |
Sage Mountain Advisors LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 5 |
GoalVest Advisory LLC | 4 | 1 | 0.00% | 0.23% | 0.42% | Q2 2021 | Q4 2022 | 5 |
Hoese & Co LLP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2022 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Thrive Wealth Management, LLC | 5 | 5 | 0.17% | 0.21% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.02% | 0.14% | 0.36% | Q4 2020 | Q4 2021 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
C2C Wealth Management, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
US Asset Management LLC | 4 | 1 | 0.96% | 1.06% | 1.18% | Q3 2021 | Q4 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Bell Investment Advisors, Inc | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.24% | 0.28% | 0.38% | Q4 2021 | Q4 2022 | 5 |
Knott David M Jr | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
NorthCrest Asset Manangement, LLC | 5 | 5 | 0.77% | 0.85% | 0.96% | Q4 2021 | Q4 2022 | 5 |
Schubert & Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
VELA Investment Management, LLC | 5 | 5 | 0.82% | 0.87% | 1.01% | Q4 2021 | Q4 2022 | 5 |
Paladin Advisory Group, LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Ameritas Advisory Services, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.36% | 0.45% | 0.51% | Q4 2021 | Q4 2022 | 5 |
Stiles Financial Services Inc | 5 | 5 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Congress Wealth Management LLC / DE / | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
American Trust | 5 | 5 | 0.36% | 0.44% | 0.60% | Q4 2021 | Q4 2022 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Phraction Management LLC | 5 | 5 | 0.30% | 1.09% | 1.50% | Q4 2021 | Q4 2022 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q4 2022 | 5 |
Stone Point Wealth LLC | 5 | 5 | 1.30% | 1.31% | 1.36% | Q4 2021 | Q4 2022 | 5 |
KENFARB & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Operose Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q4 2022 | 5 |
Trail Ridge Investment Advisors, LLC | 5 | 5 | 0.17% | 0.18% | 0.19% | Q4 2021 | Q4 2022 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
LGT Group Foundation | 5 | 5 | 0.30% | 0.33% | 0.39% | Q4 2021 | Q4 2022 | 5 |
LGT Fund Management Co Ltd. | 5 | 5 | 0.44% | 0.66% | 0.90% | Q4 2021 | Q4 2022 | 5 |
REGATTA CAPITAL GROUP, LLC | 3 | 2 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q1 2023 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Quent Capital, LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Tyler-Stone Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Ascent Group, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q4 2022 | 5 |
GDS Wealth Management | 5 | 5 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.10% | 0.13% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Citizens Business Bank | 5 | 5 | 0.07% | 0.13% | 0.19% | Q2 2019 | Q2 2020 | 5 |
Schechter Investment Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Warther Private Wealth, LLC | 5 | 5 | 0.23% | 0.52% | 0.68% | Q2 2021 | Q2 2022 | 5 |
Clal Insurance Enterprises Holdings Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Stephens Consulting, LLC | 5 | 5 | 0.31% | 0.36% | 0.41% | Q4 2021 | Q4 2022 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.02% | 0.41% | 0.94% | Q4 2019 | Q3 2022 | 5 |
Kemper Corp Master Retirement Trust | 5 | 5 | 0.95% | 1.16% | 1.35% | Q4 2018 | Q4 2019 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Cypress Capital Group | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q4 2022 | 5 |
FARMERS TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
REAVES W H & CO INC | 5 | 5 | 0.41% | 0.49% | 0.56% | Q4 2021 | Q4 2022 | 5 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5 | 5 | 0.13% | 0.16% | 0.24% | Q4 2018 | Q4 2019 | 5 |
UNITED BANK | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 5 |
DELTEC ASSET MANAGEMENT LLC | 4 | 1 | 0.17% | 0.19% | 0.24% | Q1 2020 | Q3 2021 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.93% | 6.47% | 19.41% | Q4 2021 | Q4 2022 | 5 |
UBS OCONNOR LLC | 3 | 2 | 0.03% | 0.11% | 0.15% | Q2 2021 | Q3 2022 | 5 |
EASTERN BANK | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
CHICAGO EQUITY PARTNERS LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q1 2020 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 5 | 0.03% | 0.08% | 0.24% | Q4 2021 | Q4 2022 | 5 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q4 2019 | 5 |
WRIGHT INVESTORS SERVICE INC | 3 | 2 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q4 2022 | 5 |
GREENWOOD GEARHART INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
BOYS ARNOLD & CO INC | 5 | 5 | 0.08% | 0.11% | 0.16% | Q1 2019 | Q1 2020 | 5 |
OAKBROOK INVESTMENTS LLC | 5 | 5 | 0.17% | 0.20% | 0.21% | Q4 2018 | Q4 2019 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.02% | 0.27% | 0.71% | Q4 2021 | Q4 2022 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
WINTON GROUP Ltd | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2022 | 5 |
Metis Global Partners, LLC | 5 | 5 | 0.31% | 0.36% | 0.43% | Q4 2021 | Q4 2022 | 5 |
Empirical Finance, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 4 |
PDT Partners, LLC | 3 | 1 | 0.32% | 0.95% | 2.75% | Q3 2019 | Q3 2022 | 4 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 4 | 4 | 0.58% | 0.60% | 0.62% | Q4 2018 | Q3 2019 | 4 |
Cohen Capital Management, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 4 |
LORD, ABBETT & CO. LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2019 | Q3 2020 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.16% | 0.33% | Q2 2019 | Q2 2022 | 4 |
DOWLING & YAHNKE LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.11% | 0.42% | 0.98% | Q4 2018 | Q2 2021 | 4 |
Brown Advisory Securities, LLC | 4 | 4 | 0.11% | 0.15% | 0.21% | Q3 2021 | Q2 2022 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q3 2019 | 4 |
ARGA Investment Management, LP | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
PrairieView Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Relative Value Partners Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Country Club Trust Company, n.a. | 4 | 4 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
MARSICO CAPITAL MANAGEMENT LLC | 3 | 1 | 0.33% | 0.36% | 0.40% | Q4 2020 | Q3 2022 | 4 |
MADISON INVESTMENT HOLDINGS INC | 4 | 4 | 1.13% | 1.22% | 1.30% | Q4 2018 | Q3 2019 | 4 |
CENTAURUS FINANCIAL, INC. | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Tri-Star Advisors Inc. | 3 | 1 | 0.09% | 0.10% | 0.11% | Q3 2021 | Q4 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q4 2022 | 4 |
HMS Capital Management, LLC | 3 | 1 | 0.09% | 0.14% | 0.16% | Q2 2021 | Q4 2022 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Edgewood Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Ramsay, Stattman, Vela & Price, Inc. | 4 | 4 | 1.10% | 1.19% | 1.32% | Q1 2022 | Q4 2022 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 0.64% | 0.68% | 0.72% | Q1 2022 | Q4 2022 | 4 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2020 | 4 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 4 |
MTM Investment Management, LLC | 3 | 1 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q4 2022 | 4 |
Comprehensive Financial Consultants Institutional, Inc. | 4 | 4 | 0.44% | 0.47% | 0.50% | Q1 2022 | Q4 2022 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.18% | 0.27% | 0.30% | Q4 2018 | Q3 2020 | 4 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
Manhattan West Asset Management, LLC | 4 | 4 | 0.36% | 0.46% | 0.54% | Q1 2022 | Q4 2022 | 4 |
PDS Planning, Inc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.50% | 1.06% | 1.82% | Q1 2021 | Q3 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 4 | 0.28% | 0.46% | 0.53% | Q1 2021 | Q4 2021 | 4 |
Wedmont Private Capital | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 4 |
HBC Financial Services, PLLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
COUNTRY CLUB BANK /GFN | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
CALTON & ASSOCIATES, INC. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.16% | 0.23% | Q1 2022 | Q4 2022 | 4 |
Cyrus J. Lawrence, LLC | 4 | 4 | 1.06% | 1.63% | 1.95% | Q1 2022 | Q4 2022 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.20% | 0.28% | 0.39% | Q4 2018 | Q3 2019 | 4 |
Lazard Freres Gestion S.A.S. | 4 | 4 | 3.39% | 3.56% | 3.71% | Q4 2020 | Q3 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Sompo Asset Management Co., Ltd. | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Riverview Trust Co | 3 | 1 | 0.00% | 0.17% | 0.30% | Q1 2019 | Q4 2022 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Delphia (USA) Inc. | 4 | 4 | 0.17% | 0.61% | 1.15% | Q1 2022 | Q4 2022 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.17% | 0.20% | 0.24% | Q1 2022 | Q4 2022 | 4 |
Peregrine Asset Advisers, Inc. | 4 | 4 | 0.37% | 0.99% | 2.31% | Q1 2019 | Q4 2019 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.06% | 0.93% | 2.39% | Q2 2020 | Q2 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Oak Harvest Investment Services | 4 | 4 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
Covenant Asset Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q4 2019 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.28% | 0.41% | Q1 2022 | Q4 2022 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Alan B Lancz & Associates, Inc. | 3 | 1 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q4 2022 | 4 |
Centenus Global Management, LP | 3 | 1 | 0.20% | 0.46% | 0.74% | Q1 2019 | Q1 2020 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 4 | 0.34% | 0.40% | 0.45% | Q1 2022 | Q4 2022 | 4 |
SJS Investment Consulting Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
BAR HARBOR WEALTH MANAGEMENT | 4 | 4 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2022 | 4 |
RMR Wealth Builders | 2 | 1 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q1 2021 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Core Alternative Capital | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Glen Harbor Capital Management LLC | 4 | 4 | 0.07% | 0.36% | 0.65% | Q4 2018 | Q3 2019 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
FARR MILLER & WASHINGTON LLC/DC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Vigilare Wealth Management | 2 | 2 | 0.31% | 0.35% | 0.41% | Q4 2019 | Q1 2022 | 4 |
FIRST COMMUNITY TRUST NA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Candriam S.C.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
WADE G W & INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.12% | 0.17% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.10% | 0.15% | 0.26% | Q1 2021 | Q1 2022 | 4 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 4 | 4 | 4.07% | 5.16% | 7.10% | Q1 2022 | Q4 2022 | 4 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Heirloom Wealth Management | 3 | 1 | 2.11% | 3.57% | 4.97% | Q4 2021 | Q4 2022 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.67% | 0.69% | 0.70% | Q4 2021 | Q3 2022 | 4 |
Strengthening Families & Communities, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Stevard, LLC | 3 | 1 | 0.10% | 0.12% | 0.15% | Q4 2019 | Q4 2020 | 4 |
Corton Capital Inc. | 4 | 4 | 0.14% | 0.56% | 0.94% | Q1 2022 | Q4 2022 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Quaero Capital S.A. | 4 | 4 | 1.52% | 2.10% | 2.71% | Q1 2022 | Q4 2022 | 4 |
Neo Ivy Capital Management | 4 | 4 | 0.01% | 0.12% | 0.38% | Q3 2020 | Q2 2021 | 4 |
Lumature Wealth Partners, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q4 2022 | 4 |
TOEWS CORP /ADV | 1 | 1 | 0.05% | 0.13% | 0.30% | Q3 2020 | Q1 2022 | 4 |
Meadow Creek Investment Management LLC | 4 | 4 | 0.06% | 0.28% | 0.51% | Q4 2018 | Q3 2019 | 4 |
Riverwater Partners LLC | 3 | 1 | 0.23% | 0.25% | 0.29% | Q4 2021 | Q4 2022 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 4 |
Confluence Wealth Services, Inc. | 4 | 4 | 0.14% | 0.19% | 0.22% | Q1 2022 | Q4 2022 | 4 |
D1 Capital Partners L.P. | 4 | 4 | 1.07% | 2.85% | 4.44% | Q2 2019 | Q1 2020 | 4 |
Kovack Advisors, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2022 | 4 |
Machina Capital S.A.S. | 1 | 1 | 0.00% | 0.46% | 1.00% | Q4 2018 | Q4 2021 | 4 |
Tyers Asset Management LLC | 4 | 4 | 0.05% | 0.27% | 0.49% | Q4 2018 | Q3 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2021 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Maryland State Retirement & Pension System | 2 | 1 | 0.36% | 0.38% | 0.40% | Q4 2020 | Q4 2022 | 4 |
Meridian Wealth Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Quantbot Technologies LP | 2 | 1 | 0.22% | 0.52% | 1.29% | Q3 2020 | Q4 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
AMG Funds LLC | 4 | 4 | 0.55% | 0.89% | 1.12% | Q4 2018 | Q3 2019 | 4 |
Ferguson Shapiro LLC | 4 | 4 | 0.52% | 0.71% | 0.99% | Q2 2022 | Q1 2023 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.05% | 0.14% | Q1 2019 | Q4 2022 | 4 |
PEDDOCK CAPITAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q4 2020 | 4 |
HAZLETT, BURT & WATSON, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
River Road Asset Management, LLC | 4 | 4 | 0.32% | 0.71% | 0.96% | Q4 2018 | Q3 2019 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q3 2019 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CenterBook Partners LP | 4 | 4 | 0.16% | 0.30% | 0.53% | Q1 2022 | Q4 2022 | 4 |
ICA Group Wealth Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Fernwood Investment Management, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Bank of New Hampshire | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 1 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q4 2022 | 4 |
IBERIABANK CORP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 4 |
Teza Capital Management LLC | 1 | 1 | 0.15% | 0.36% | 0.65% | Q2 2020 | Q3 2022 | 4 |
Relaxing Retirement Coach | 3 | 1 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q4 2022 | 4 |
Lipe & Dalton | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 4 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 4 |
Elkfork Partners LLC | 4 | 4 | 0.05% | 0.27% | 0.49% | Q4 2018 | Q3 2019 | 4 |
TrueWealth Advisors, LLC | 3 | 1 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q4 2022 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
BOSTON FAMILY OFFICE LLC | 3 | 1 | 0.02% | 0.26% | 0.96% | Q4 2018 | Q4 2022 | 4 |
Swift Run Capital | 4 | 4 | 1.54% | 2.24% | 2.78% | Q1 2020 | Q4 2020 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Fund Management at Engine No. 1 LLC | 4 | 4 | 0.35% | 0.39% | 0.43% | Q1 2022 | Q4 2022 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.00% | 1.13% | 1.21% | Q4 2021 | Q3 2022 | 4 |
FRONTIER INVESTMENT MGMT CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Wellington Shields & Co., LLC | 3 | 3 | 0.02% | 0.08% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.85% | 0.90% | 0.94% | Q2 2022 | Q4 2022 | 3 |
Quantum Financial Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q4 2022 | 3 |
MCDANIEL TERRY & CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
First National Advisers, LLC | 3 | 3 | 0.93% | 1.00% | 1.08% | Q2 2022 | Q4 2022 | 3 |
Modera Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Azimuth Capital Investment Management LLC | 3 | 3 | 0.69% | 0.73% | 0.79% | Q2 2022 | Q4 2022 | 3 |
XTX Topco Ltd | 2 | 1 | 0.16% | 0.49% | 0.67% | Q3 2021 | Q2 2022 | 3 |
Point72 Middle East FZE | 1 | 1 | 0.04% | 0.11% | 0.16% | Q4 2022 | Q4 2022 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.11% | 0.39% | 0.73% | Q4 2018 | Q1 2022 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.14% | 0.14% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Covalis Capital LLP | 1 | 1 | 0.37% | 3.24% | 4.86% | Q2 2021 | Q4 2022 | 3 |
Berkshire Bank | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q1 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.13% | 0.20% | 0.25% | Q2 2021 | Q4 2021 | 3 |
Single Point Partners, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 3 |
OneAscent Financial Services LLC | 1 | 1 | 0.09% | 0.34% | 0.66% | Q1 2021 | Q4 2022 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.47% | 0.61% | 0.86% | Q2 2022 | Q4 2022 | 3 |
FINANCIAL CONSULATE, INC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 3 |
One Capital Management, LLC | 3 | 3 | 0.52% | 0.53% | 0.56% | Q1 2019 | Q3 2019 | 3 |
Geller Advisors LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.38% | 0.40% | 0.43% | Q4 2018 | Q2 2019 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q4 2022 | 3 |
Cottage Street Advisors LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2019 | Q3 2019 | 3 |
Rathbones Group PLC | 3 | 3 | 0.54% | 0.56% | 0.58% | Q2 2022 | Q4 2022 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q3 2020 | Q1 2021 | 3 |
United American Securities Inc. (d/b/a UAS Asset Management) | 3 | 3 | 0.13% | 0.30% | 0.39% | Q2 2019 | Q4 2019 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Moreno Evelyn V | 3 | 3 | 0.15% | 0.19% | 0.25% | Q2 2022 | Q4 2022 | 3 |
Shelter Ins Retirement Plan | 3 | 3 | 1.48% | 1.57% | 1.71% | Q4 2018 | Q2 2019 | 3 |
Golden State Equity Partners | 2 | 1 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q1 2022 | 3 |
CoreFirst Bank & Trust | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 3 |
Financial Architects, Inc | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.05% | 0.15% | 0.35% | Q4 2018 | Q2 2021 | 3 |
Maple Capital Management, Inc. | 2 | 1 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 3 |
Freemont Management S.A. | 3 | 3 | 2.20% | 2.53% | 2.76% | Q2 2022 | Q4 2022 | 3 |
Sciencast Management LP | 1 | 1 | 0.22% | 0.57% | 0.79% | Q2 2019 | Q3 2021 | 3 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.11% | 0.20% | 0.34% | Q4 2021 | Q4 2022 | 3 |
Regal Investment Advisors LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 3 |
First American Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
CIBC BANK USA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 3 |
First Trust Bank, Ltd. | 3 | 3 | 7.31% | 8.15% | 8.67% | Q1 2022 | Q3 2022 | 3 |
THOMAS WHITE INTERNATIONAL LTD | 3 | 3 | 0.47% | 0.53% | 0.63% | Q2 2022 | Q4 2022 | 3 |
Sand Hill Global Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
LMR Partners LLP | 3 | 3 | 0.01% | 0.15% | 0.41% | Q1 2021 | Q3 2021 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.53% | 1.08% | Q3 2020 | Q2 2022 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.56% | 0.57% | 0.60% | Q3 2021 | Q1 2022 | 3 |
TradeLink Capital LLC | 1 | 1 | 1.41% | 23.46% | 45.60% | Q4 2018 | Q1 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.39% | 0.43% | 0.48% | Q2 2022 | Q4 2022 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.11% | 0.22% | Q2 2022 | Q3 2022 | 3 |
CORNERSTONE ADVISORS INC | 2 | 1 | 0.00% | 0.11% | 0.17% | Q4 2018 | Q4 2021 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 3 |
ZWJ INVESTMENT COUNSEL INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 3 |
Freedom Day Solutions, LLC | 3 | 3 | 0.69% | 0.71% | 0.74% | Q2 2022 | Q4 2022 | 3 |
COMMONWEALTH BANK OF AUSTRALIA | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q4 2022 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
First Capital Advisors Group, LLC. | 3 | 3 | 0.40% | 0.42% | 0.43% | Q2 2022 | Q4 2022 | 3 |
Bruderman Asset Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q2 2019 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q2 2022 | Q4 2022 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.04% | 0.13% | 0.23% | Q1 2021 | Q3 2022 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Burleson & Company, LLC | 2 | 1 | 0.00% | 0.15% | 0.42% | Q1 2022 | Q4 2022 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
BALLAST ADVISORS LLC | 2 | 1 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q4 2022 | 3 |
Hudson Bay Capital Management LP | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2022 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
Spartan Planning & Wealth Management | 2 | 1 | 0.16% | 0.31% | 0.40% | Q1 2022 | Q4 2022 | 3 |
SRB CORP | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
JCIC Asset Management Inc. | 3 | 3 | 0.69% | 0.77% | 0.80% | Q2 2022 | Q4 2022 | 3 |
Soroban Capital Partners LP | 2 | 1 | 0.06% | 0.76% | 1.24% | Q4 2018 | Q3 2019 | 3 |
SignalPoint Asset Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Monte Financial Group, LLC | 3 | 3 | 0.14% | 0.27% | 0.36% | Q2 2022 | Q4 2022 | 3 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2022 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.33% | 0.35% | 0.38% | Q4 2018 | Q2 2019 | 3 |
Sandbar Asset Management LLP | 1 | 1 | 1.26% | 4.01% | 8.46% | Q4 2018 | Q3 2022 | 3 |
Alera Investment Advisors, LLC | 2 | 1 | 0.02% | 0.07% | 0.17% | Q4 2018 | Q4 2022 | 3 |
Hamilton Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q4 2022 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.02% | 0.18% | 0.52% | Q4 2018 | Q2 2021 | 3 |
INTECH INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.09% | 0.13% | 0.18% | Q2 2022 | Q4 2022 | 3 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q4 2022 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
South Dakota Investment Council | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
Maltin Wealth Management, Inc. | 3 | 3 | 0.12% | 0.14% | 0.15% | Q3 2021 | Q1 2022 | 3 |
Granite Investment Advisors, LLC | 3 | 3 | 0.58% | 0.63% | 0.72% | Q1 2021 | Q3 2021 | 3 |
XR Securities LLC | 1 | 1 | 0.02% | 0.13% | 0.29% | Q4 2020 | Q4 2022 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.02% | 0.18% | 0.51% | Q2 2019 | Q1 2020 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 3 |
Andrew Hill Investment Advisors, Inc. | 2 | 1 | 0.05% | 0.74% | 1.39% | Q4 2021 | Q3 2022 | 3 |
Cornerstone Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 3 |
BADGLEY PHELPS & BELL INC | 3 | 3 | 0.24% | 0.26% | 0.27% | Q4 2020 | Q2 2021 | 3 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q1 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q2 2020 | 3 |
CHEMICAL BANK | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q2 2019 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
GW HENSSLER & ASSOCIATES LTD | 3 | 3 | 0.79% | 0.84% | 0.88% | Q4 2018 | Q2 2019 | 3 |
WAFRA INC. | 3 | 3 | 0.83% | 0.88% | 0.98% | Q2 2022 | Q4 2022 | 3 |
New Millennium Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Bryant Woods Investment Advisors, LLC | 3 | 3 | 0.89% | 0.94% | 1.00% | Q2 2022 | Q4 2022 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.19% | 0.30% | 0.36% | Q2 2021 | Q4 2021 | 3 |
TIAA, FSB | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Heritage Trust Co | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q4 2022 | 3 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.16% | 0.24% | 0.32% | Q3 2020 | Q4 2021 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
OneAscent Wealth Management LLC | 1 | 1 | 0.24% | 0.43% | 0.62% | Q1 2021 | Q3 2021 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.41% | 0.95% | 1.49% | Q2 2021 | Q2 2022 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
HighVista Strategies LLC | 2 | 2 | 1.41% | 1.43% | 1.45% | Q4 2018 | Q1 2019 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
TT International Asset Management LTD | 2 | 2 | 0.73% | 0.76% | 0.79% | Q1 2020 | Q2 2020 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Belmont Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2022 | 2 |
Alpha Family Trust | 1 | 1 | 0.15% | 0.24% | 0.34% | Q2 2022 | Q4 2022 | 2 |
TCG Advisors, LP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
EQUITABLE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 2 |
American Financial Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CATALYST FINANCIAL PARTNERS LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2022 | Q1 2023 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 2.38% | 2.88% | 3.38% | Q1 2020 | Q3 2020 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 0.41% | 0.46% | 0.51% | Q2 2020 | Q3 2020 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Czech National Bank | 2 | 2 | 0.45% | 0.47% | 0.50% | Q3 2022 | Q4 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q4 2022 | 2 |
MANA Advisors LLC | 1 | 1 | 0.80% | 1.22% | 1.64% | Q1 2019 | Q3 2020 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Andesa Financial Management Inc. | 1 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q4 2021 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
HighTower Trust Company, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q3 2022 | Q4 2022 | 2 |
Patrick Mauro Investment Advisor, INC. | 2 | 2 | 4.15% | 4.20% | 4.26% | Q3 2022 | Q4 2022 | 2 |
HITE Hedge Asset Management LLC | 2 | 2 | 0.61% | 0.79% | 0.97% | Q3 2022 | Q4 2022 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.37% | 0.41% | 0.46% | Q4 2018 | Q1 2019 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Souders Financial Advisors | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 2 |
GREEN VALLEY INVESTORS LLC | 2 | 2 | 1.87% | 1.87% | 1.87% | Q4 2018 | Q1 2019 | 2 |
NORTHPOINTE CAPITAL LLC | 2 | 2 | 1.15% | 1.22% | 1.28% | Q2 2019 | Q3 2019 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.42% | 0.46% | 0.49% | Q4 2018 | Q1 2019 | 2 |
KWMG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BNP Paribas Asset Management Holding S.A. | 2 | 2 | 0.26% | 0.27% | 0.27% | Q4 2018 | Q1 2019 | 2 |
ROMANO BROTHERS AND COMPANY | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Covestor Ltd | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 1.66% | 1.75% | 1.83% | Q1 2021 | Q2 2021 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
L & S Advisors Inc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q1 2021 | 2 |
Prosperity Consulting Group, LLC | 2 | 2 | 0.65% | 0.66% | 0.66% | Q3 2022 | Q4 2022 | 2 |
Spearhead Capital Advisors, LLC | 2 | 2 | 0.09% | 0.35% | 0.62% | Q2 2022 | Q3 2022 | 2 |
Cannell & Co. | 2 | 2 | 0.40% | 0.42% | 0.43% | Q1 2022 | Q2 2022 | 2 |
Voleon Capital Management LP | 1 | 1 | 0.82% | 1.11% | 1.41% | Q2 2019 | Q4 2020 | 2 |
MONTCHANIN ASSET MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.29% | 0.35% | Q2 2022 | Q2 2023 | 2 |
IAM Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2020 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 2 |
Luken Investment Analytics, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Red Tortoise LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Alta Advisers Ltd | 2 | 2 | 0.22% | 0.24% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Farmers National Bank | 2 | 2 | 0.16% | 0.22% | 0.28% | Q1 2019 | Q2 2019 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 2 |
CRA Financial Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.10% | 0.15% | 0.20% | Q4 2021 | Q4 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.13% | 0.23% | 0.33% | Q3 2022 | Q4 2022 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.08% | 0.31% | 0.54% | Q3 2022 | Q4 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
SYQUANT CAPITAL SAS | 2 | 2 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Meritage Group LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
BlueSky Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 2 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.27% | 0.28% | 0.28% | Q3 2019 | Q4 2020 | 2 |
ARK Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Cognios Capital, LLC | 1 | 1 | 0.08% | 0.45% | 0.82% | Q1 2019 | Q1 2020 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TRH Financial, LLC | 2 | 2 | 1.95% | 2.13% | 2.31% | Q1 2022 | Q2 2022 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q2 2022 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Edge Capital Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q4 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q3 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.19% | 0.55% | 0.91% | Q2 2020 | Q1 2022 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.09% | 0.15% | 0.21% | Q1 2021 | Q2 2021 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.94% | 1.04% | 1.14% | Q1 2022 | Q2 2022 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.30% | 0.53% | 0.76% | Q1 2022 | Q3 2022 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 2 |
Castellan Group | 2 | 2 | 0.76% | 1.06% | 1.37% | Q4 2020 | Q1 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q3 2022 | 2 |
JS Capital Management LLC | 2 | 2 | 0.32% | 0.92% | 1.52% | Q3 2019 | Q4 2019 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TRADITION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.55% | 0.55% | 0.56% | Q4 2018 | Q1 2019 | 2 |
CRAWFORD INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2022 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.39% | 0.56% | 0.74% | Q2 2020 | Q3 2022 | 2 |
Duquesne Family Office | 2 | 2 | 0.98% | 1.01% | 1.03% | Q4 2020 | Q1 2021 | 2 |
KAYS FINANCIAL ADVISORY CORP /ADV | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Ocean Endowment Partners, LLC | 2 | 2 | 0.48% | 0.62% | 0.76% | Q4 2019 | Q1 2020 | 2 |
BBVA USA | 2 | 2 | 0.44% | 0.44% | 0.45% | Q2 2021 | Q3 2021 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
My Legacy Advisors, LLC | 1 | 1 | 0.08% | 0.10% | 0.10% | Q1 2022 | Q4 2022 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 1.29% | 1.36% | 1.42% | Q1 2022 | Q2 2022 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.21% | 0.41% | Q2 2019 | Q4 2022 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q4 2021 | 2 |
HARVEST CAPITAL MANAGEMENT INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Strategic Financial Services, Inc, | 2 | 2 | 0.32% | 0.32% | 0.33% | Q4 2018 | Q1 2019 | 2 |
FCF Advisors LLC | 2 | 2 | 0.72% | 0.74% | 0.76% | Q3 2020 | Q4 2020 | 2 |
DAVIDSON INVESTMENT ADVISORS | 2 | 2 | 0.89% | 0.89% | 0.89% | Q4 2018 | Q1 2019 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.25% | 0.40% | 0.54% | Q2 2022 | Q3 2022 | 2 |
Symmetry Investments LP | 2 | 2 | 0.32% | 0.43% | 0.53% | Q3 2022 | Q4 2022 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.13% | 0.23% | 0.32% | Q3 2020 | Q1 2023 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.27% | 0.57% | 0.86% | Q3 2020 | Q2 2021 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
NZS Capital, LLC | 2 | 2 | 0.28% | 1.31% | 2.34% | Q3 2022 | Q4 2022 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.20% | 0.62% | 1.05% | Q3 2019 | Q1 2020 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q4 2022 | 2 |
PRAGMA GESTAO DE PATRIMONIO LTD | 2 | 2 | 2.36% | 3.41% | 4.46% | Q4 2019 | Q1 2020 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2019 | Q2 2019 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
OppenheimerFunds, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
PointState Capital LP | 1 | 1 | 0.30% | 0.66% | 1.02% | Q1 2019 | Q3 2019 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q1 2019 | 2 |
Kepos Capital LP | 2 | 2 | 0.14% | 0.30% | 0.47% | Q4 2018 | Q1 2019 | 2 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 2 | 2 | 2.18% | 2.21% | 2.24% | Q4 2018 | Q1 2019 | 2 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PETREDIS INVESTMENT ADVISORS LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
FENIMORE ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Advisor OS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2022 | Q2 2022 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2019 | Q1 2019 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Union Bancaire Privee Asset Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2021 | Q1 2021 | 1 |
Sanctuary Wealth Management, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Lester Murray Antman dba SimplyRich | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Relyea Zuckerberg Hanson LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Paragon Advisors, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2022 | Q1 2022 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
General Partner, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
CERTUITY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 2.07% | 2.07% | 2.07% | Q4 2022 | Q4 2022 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Nationwide Asset Management LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2021 | Q2 2021 | 1 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 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 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2019 | Q1 2019 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2022 | Q1 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Callan Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Iowa State Bank | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
SECURITY ASSET MANAGEMENT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GQG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Granger Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 5.97% | 5.97% | 5.97% | Q1 2022 | Q1 2022 | 1 |
COWA, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Legacy Bridge, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2021 | Q4 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2022 | Q4 2022 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
LYELL WEALTH MANAGEMENT, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Boltwood Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bellevue Group AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Five Oceans Advisors | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
SCHWARTZ INVESTMENT COUNSEL INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2020 | Q1 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2019 | Q1 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 4.62% | 4.62% | 4.62% | Q3 2022 | Q3 2022 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Eukles Asset Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2022 | Q1 2022 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
WCM INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q4 2022 | Q4 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2020 | Q1 2020 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Michael & Susan Dell Foundation | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2019 | Q3 2019 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2022 | Q4 2022 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2022 | Q4 2022 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2022 | Q4 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Group Investment Management Pte. Ltd. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2022 | Q4 2022 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Plancorp, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Crossvault Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2022 | Q4 2022 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kaizen Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Family Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
New Hampshire Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Northern Financial Advisors Inc | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Talisman Wealth Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Olistico Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Schear Investment Advisers, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
Cassaday & Co Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Auto-Owners Insurance Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DOVER ADVISORS, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2022 | Q4 2022 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2022 | Q4 2022 | 1 |
Tanglewood Legacy Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Compass Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Park Edge Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2022 | Q4 2022 | 1 |
Park Place Capital Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Tilt Investment Management Holdings, PBC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
BRADY FAMILY WEALTH, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
First County Bank /CT/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Jackson Square Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2018 | Q4 2018 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BANK OF HAWAII | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MCRAE CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Grove Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Carmignac Gestion | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2023 | Q1 2023 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 4.90% | 4.90% | 4.90% | Q4 2018 | Q4 2018 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Lancaster Investment Management | 1 | 1 | 22.79% | 22.79% | 22.79% | Q4 2018 | Q4 2018 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2022 | Q4 2022 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2020 | Q2 2020 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
ECLECTIC ASSOCIATES INC /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2021 | Q1 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TCI Fund Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Governors Lane LP | 1 | 1 | 2.35% | 2.35% | 2.35% | Q4 2018 | Q4 2018 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2018 | Q4 2018 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Power Corp of Canada | 1 | 1 | 8.56% | 8.56% | 8.56% | Q3 2022 | Q3 2022 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Addison Capital Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
SOMERVILLE KURT F | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST UNITED BANK & TRUST | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
CLEARBRIDGE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2019 | Q4 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.88% | 1.88% | 1.88% | Q1 2022 | Q1 2022 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2022 | Q2 2022 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lloyds Banking Group plc | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2018 | Q4 2018 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 4.40% | 4.40% | 4.40% | Q2 2022 | Q2 2022 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2022 | Q3 2022 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2021 | Q2 2021 | 1 |
Wells Trecaso Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
SFMG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
NICOLA WEALTH MANAGEMENT LTD. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2022 | Q2 2022 | 1 |
Main Street Research LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
One68 Global Capital, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q4 2018 | Q4 2018 | 1 |
Taikang Asset Management (Hong Kong) Co Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
MQS Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Brookfield BHS Advisors LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FARLEY CAPITAL L.P. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
EADS & HEALD WEALTH MANAGEMENT | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sargent Investment Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
NUANCE INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
PGGM Investments | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own LINDE PLC or have owned LINDE PLC in the past.