Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 35 | 35 | 0.00% | 0.15% | 0.65% | Q1 2015 | Q3 2023 | 105 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.09% | 0.35% | Q1 2015 | Q3 2023 | 105 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35 | 35 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 102 |
GOLDMAN SACHS GROUP INC | 35 | 35 | 0.00% | 0.06% | 0.25% | Q1 2015 | Q3 2023 | 101 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.05% | 0.19% | Q1 2015 | Q3 2023 | 100 |
Citadel Advisors | 35 | 35 | 0.00% | 0.03% | 0.20% | Q1 2015 | Q3 2023 | 93 |
JANE STREET GROUP, LLC | 35 | 35 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q3 2023 | 90 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 35 | 0.00% | 0.06% | 0.23% | Q1 2015 | Q3 2023 | 90 |
BARCLAYS PLC | 35 | 35 | 0.00% | 0.10% | 0.62% | Q1 2015 | Q3 2023 | 89 |
MILLENNIUM MANAGEMENT LLC | 35 | 35 | 0.00% | 0.06% | 0.44% | Q1 2015 | Q3 2023 | 88 |
Walleye Trading LLC | 35 | 35 | 0.00% | 0.04% | 0.26% | Q1 2015 | Q3 2023 | 86 |
HSBC HOLDINGS PLC | 35 | 35 | 0.00% | 0.03% | 0.21% | Q1 2015 | Q3 2023 | 86 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 84 |
Jefferies Group LLC | 28 | 2 | 0.00% | 0.04% | 0.15% | Q1 2015 | Q3 2022 | 83 |
D. E. Shaw & Co., Inc. | 35 | 35 | 0.00% | 0.10% | 0.65% | Q1 2015 | Q3 2023 | 82 |
CREDIT SUISSE AG/ | 35 | 35 | 0.00% | 0.10% | 0.27% | Q1 2015 | Q3 2023 | 78 |
CAPSTONE INVESTMENT ADVISORS, LLC | 23 | 1 | 0.00% | 0.08% | 0.36% | Q4 2014 | Q3 2023 | 74 |
Parallax Volatility Advisers, L.P. | 30 | 3 | 0.00% | 0.04% | 0.20% | Q1 2015 | Q3 2023 | 72 |
DEUTSCHE BANK AG\ | 35 | 35 | 0.00% | 0.25% | 0.82% | Q1 2015 | Q3 2023 | 72 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.16% | 0.43% | Q1 2015 | Q3 2023 | 70 |
M&T BANK CORP | 35 | 35 | 0.00% | 0.09% | 0.39% | Q1 2015 | Q3 2023 | 69 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.13% | 0.77% | Q2 2015 | Q3 2023 | 67 |
NOMURA HOLDINGS INC | 18 | 14 | 0.00% | 0.03% | 0.16% | Q3 2015 | Q3 2023 | 60 |
TWO SIGMA SECURITIES, LLC | 12 | 5 | 0.01% | 0.07% | 0.84% | Q3 2016 | Q3 2023 | 60 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 1 | 0.00% | 0.07% | 0.47% | Q1 2015 | Q3 2023 | 59 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.08% | 0.35% | Q1 2015 | Q3 2023 | 58 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.21% | 0.55% | Q1 2015 | Q3 2023 | 55 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.01% | 0.18% | Q4 2015 | Q1 2023 | 52 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.11% | Q3 2018 | Q3 2023 | 52 |
Invesco Ltd. | 35 | 35 | 0.00% | 0.20% | 0.37% | Q1 2015 | Q3 2023 | 50 |
Squarepoint Ops LLC | 16 | 2 | 0.00% | 0.20% | 0.94% | Q1 2015 | Q3 2023 | 45 |
Cubist Systematic Strategies, LLC | 35 | 35 | 0.01% | 0.12% | 0.48% | Q1 2015 | Q3 2023 | 45 |
Creative Planning | 35 | 35 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 44 |
Franklin, Parlapiano, Turner & Welch, LLC | 44 | 44 | 1.53% | 2.08% | 2.45% | Q4 2012 | Q3 2023 | 44 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.20% | 0.48% | Q1 2015 | Q3 2023 | 42 |
Verition Fund Management LLC | 34 | 34 | 0.00% | 0.11% | 0.50% | Q2 2015 | Q3 2023 | 41 |
HAP Trading, LLC | 10 | 2 | 0.00% | 0.06% | 0.66% | Q1 2016 | Q3 2023 | 41 |
HighTower Advisors, LLC | 35 | 35 | 0.00% | 0.17% | 0.32% | Q1 2015 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 35 | 35 | 0.00% | 0.45% | 0.68% | Q1 2015 | Q3 2023 | 40 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.32% | 0.46% | Q1 2015 | Q3 2023 | 40 |
Pekin Hardy Strauss, Inc. | 35 | 35 | 0.01% | 0.14% | 0.91% | Q1 2015 | Q3 2023 | 39 |
CPWM, LLC | 25 | 14 | 0.03% | 0.12% | 0.26% | Q4 2011 | Q3 2022 | 39 |
CREDIT AGRICOLE S A | 35 | 35 | 0.00% | 0.13% | 0.40% | Q1 2015 | Q3 2023 | 38 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.08% | 0.37% | Q4 2015 | Q2 2023 | 38 |
SCOTIA CAPITAL INC. | 35 | 35 | 0.05% | 0.26% | 0.51% | Q1 2015 | Q3 2023 | 37 |
M&R CAPITAL MANAGEMENT INC | 37 | 37 | 0.07% | 0.19% | 0.30% | Q4 2014 | Q4 2023 | 37 |
DAVENPORT & Co LLC | 35 | 35 | 0.01% | 0.59% | 1.33% | Q1 2015 | Q3 2023 | 37 |
Private Advisor Group, LLC | 35 | 35 | 0.00% | 0.08% | 0.20% | Q1 2015 | Q3 2023 | 37 |
BEACH INVESTMENT COUNSEL INC/PA | 37 | 37 | 0.31% | 1.36% | 3.56% | Q4 2014 | Q4 2023 | 37 |
OPTIMUM INVESTMENT ADVISORS | 28 | 1 | 0.00% | 0.07% | 0.19% | Q1 2015 | Q4 2023 | 37 |
BENEDICT FINANCIAL ADVISORS INC | 36 | 36 | 1.48% | 2.33% | 3.05% | Q4 2014 | Q3 2023 | 36 |
TRUST CO OF TOLEDO NA /OH/ | 36 | 36 | 0.20% | 0.25% | 0.32% | Q1 2015 | Q4 2023 | 36 |
NEVILLE RODIE & SHAW INC | 36 | 36 | 0.09% | 0.16% | 0.24% | Q1 2015 | Q4 2023 | 36 |
South Dakota Investment Council | 36 | 36 | 0.51% | 0.84% | 1.15% | Q4 2014 | Q3 2023 | 36 |
ALLIANCEBERNSTEIN L.P. | 35 | 35 | 0.00% | 0.40% | 0.76% | Q1 2015 | Q3 2023 | 36 |
RHUMBLINE ADVISERS | 36 | 36 | 0.24% | 0.39% | 0.53% | Q4 2014 | Q3 2023 | 36 |
EVERETT HARRIS & CO /CA/ | 36 | 36 | 0.06% | 0.17% | 0.37% | Q4 2014 | Q3 2023 | 36 |
ROBERTS GLORE & CO INC /IL/ | 36 | 36 | 0.23% | 0.47% | 1.52% | Q4 2014 | Q3 2023 | 36 |
MONETARY MANAGEMENT GROUP INC | 36 | 36 | 0.32% | 0.43% | 0.61% | Q4 2014 | Q3 2023 | 36 |
WOODSTOCK CORP | 36 | 36 | 1.25% | 1.98% | 2.50% | Q1 2015 | Q4 2023 | 36 |
KLINGENSTEIN FIELDS & CO LP | 35 | 35 | 0.00% | 1.14% | 1.56% | Q1 2015 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.05% | 0.80% | 1.40% | Q4 2014 | Q3 2023 | 36 |
PARK NATIONAL CORP /OH/ | 36 | 36 | 0.01% | 0.34% | 1.26% | Q1 2015 | Q4 2023 | 36 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 36 | 36 | 0.02% | 0.08% | 0.23% | Q4 2014 | Q3 2023 | 36 |
BAHL & GAYNOR INC | 36 | 36 | 0.08% | 1.25% | 1.88% | Q4 2014 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 35 | 35 | 0.00% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 36 |
Douglass Winthrop Advisors, LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
PANAGORA ASSET MANAGEMENT INC | 36 | 36 | 0.01% | 0.38% | 1.05% | Q4 2014 | Q3 2023 | 36 |
FULTON BANK, N.A. | 36 | 36 | 0.07% | 0.14% | 0.19% | Q1 2015 | Q4 2023 | 36 |
MONTAG A & ASSOCIATES INC | 36 | 36 | 0.04% | 0.12% | 0.43% | Q4 2014 | Q3 2023 | 36 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 36 | 36 | 0.89% | 2.18% | 4.19% | Q4 2014 | Q3 2023 | 36 |
MAIRS & POWER INC | 36 | 36 | 2.62% | 3.34% | 3.90% | Q4 2014 | Q3 2023 | 36 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 36 | 36 | 0.02% | 0.34% | 0.97% | Q4 2014 | Q3 2023 | 36 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 36 | 36 | 0.31% | 0.47% | 0.76% | Q4 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 36 | 36 | 0.07% | 0.16% | 0.23% | Q4 2014 | Q3 2023 | 36 |
Artisan Partners Limited Partnership | 35 | 35 | 0.02% | 2.21% | 5.85% | Q1 2015 | Q3 2023 | 36 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.34% | 1.31% | Q4 2016 | Q3 2023 | 36 |
NISA INVESTMENT ADVISORS, LLC | 36 | 36 | 0.20% | 0.39% | 0.59% | Q4 2014 | Q3 2023 | 36 |
APPLETON PARTNERS INC/MA | 36 | 36 | 0.31% | 0.90% | 1.60% | Q1 2015 | Q4 2023 | 36 |
Lowe Wealth Advisors, LLC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q4 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 0.24% | 0.36% | 0.44% | Q4 2014 | Q3 2023 | 36 |
BOSTON RESEARCH & MANAGEMENT INC | 36 | 36 | 1.16% | 1.70% | 2.14% | Q4 2014 | Q3 2023 | 36 |
CASTLEARK MANAGEMENT LLC | 36 | 36 | 0.00% | 0.32% | 2.48% | Q4 2014 | Q3 2023 | 36 |
Somerset Trust Co | 36 | 36 | 0.83% | 2.30% | 3.07% | Q1 2015 | Q4 2023 | 36 |
BALYASNY ASSET MANAGEMENT L.P. | 22 | 1 | 0.00% | 0.23% | 0.72% | Q2 2015 | Q2 2023 | 36 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 36 | 36 | 1.08% | 1.71% | 2.23% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 35 | 35 | 0.27% | 0.55% | 0.90% | Q1 2015 | Q3 2023 | 35 |
GAMCO INVESTORS, INC. ET AL | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Carnegie Capital Asset Management, LLC | 35 | 35 | 0.04% | 0.09% | 0.16% | Q1 2015 | Q3 2023 | 35 |
KBC Group NV | 35 | 35 | 0.13% | 0.51% | 1.10% | Q1 2015 | Q3 2023 | 35 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 35 | 35 | 0.16% | 0.34% | 0.66% | Q1 2015 | Q3 2023 | 35 |
Utah Retirement Systems | 35 | 35 | 0.26% | 0.44% | 0.59% | Q1 2015 | Q3 2023 | 35 |
JONES FINANCIAL COMPANIES LLLP | 35 | 35 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2023 | 35 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 35 | 35 | 0.80% | 2.28% | 3.47% | Q1 2015 | Q3 2023 | 35 |
MACQUARIE GROUP LTD | 35 | 35 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
ANCHOR CAPITAL ADVISORS LLC | 35 | 35 | 0.10% | 0.68% | 1.15% | Q1 2015 | Q3 2023 | 35 |
Wallington Asset Management, LLC | 35 | 35 | 2.54% | 3.30% | 4.21% | Q1 2015 | Q3 2023 | 35 |
Robeco Schweiz AG | 35 | 35 | 0.01% | 0.37% | 0.98% | Q1 2015 | Q3 2023 | 35 |
GLENMEDE TRUST CO NA | 35 | 35 | 0.08% | 0.17% | 0.35% | Q1 2015 | Q3 2023 | 35 |
Robeco Institutional Asset Management B.V. | 35 | 35 | 0.04% | 0.18% | 0.61% | Q1 2015 | Q3 2023 | 35 |
CIBC WORLD MARKET INC. | 26 | 8 | 0.01% | 0.08% | 0.28% | Q1 2015 | Q3 2023 | 35 |
PUTNAM INVESTMENTS LLC | 35 | 35 | 0.00% | 0.18% | 0.53% | Q1 2015 | Q3 2023 | 35 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 35 | 35 | 0.27% | 0.46% | 0.62% | Q1 2015 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 35 | 35 | 0.25% | 0.42% | 0.54% | Q1 2015 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.03% | 0.08% | 0.21% | Q1 2015 | Q3 2023 | 35 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 35 | 35 | 0.05% | 0.24% | 0.67% | Q1 2015 | Q3 2023 | 35 |
Plante Moran Financial Advisors, LLC | 35 | 35 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
MEYER HANDELMAN CO | 35 | 35 | 0.66% | 1.10% | 1.39% | Q1 2015 | Q3 2023 | 35 |
Gratus Capital, LLC | 35 | 35 | 0.02% | 0.91% | 1.68% | Q1 2015 | Q3 2023 | 35 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.84% | 1.97% | Q2 2015 | Q3 2023 | 35 |
Olstein Capital Management, L.P. | 35 | 35 | 0.55% | 1.15% | 1.62% | Q1 2015 | Q3 2023 | 35 |
HUNTINGTON NATIONAL BANK | 35 | 35 | 0.08% | 0.17% | 0.49% | Q1 2015 | Q3 2023 | 35 |
ARROW FINANCIAL CORP | 35 | 35 | 0.01% | 0.17% | 0.38% | Q1 2015 | Q3 2023 | 35 |
SYNOVUS FINANCIAL CORP | 35 | 35 | 0.01% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 35 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 35 | 35 | 1.23% | 3.23% | 5.54% | Q1 2015 | Q3 2023 | 35 |
CENTRAL TRUST Co | 35 | 35 | 0.02% | 0.19% | 0.54% | Q1 2015 | Q3 2023 | 35 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 35 | 35 | 0.38% | 0.69% | 1.08% | Q1 2015 | Q3 2023 | 35 |
ENTERPRISE FINANCIAL SERVICES CORP | 35 | 35 | 0.03% | 0.11% | 0.40% | Q1 2015 | Q3 2023 | 35 |
LEE DANNER & BASS INC | 35 | 35 | 0.47% | 0.70% | 1.06% | Q1 2015 | Q3 2023 | 35 |
VANGUARD GROUP INC | 35 | 35 | 0.22% | 0.38% | 0.52% | Q1 2015 | Q3 2023 | 35 |
MONARCH CAPITAL MANAGEMENT INC/ | 35 | 35 | 1.57% | 2.41% | 2.90% | Q1 2015 | Q3 2023 | 35 |
CYPRESS ASSET MANAGEMENT INC/TX | 35 | 35 | 0.11% | 0.59% | 1.08% | Q4 2014 | Q2 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.02% | 0.13% | 0.25% | Q1 2015 | Q3 2023 | 35 |
FUKOKU MUTUAL LIFE INSURANCE Co | 35 | 35 | 0.05% | 0.08% | 0.14% | Q1 2015 | Q3 2023 | 35 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 35 | 35 | 0.03% | 0.18% | 0.80% | Q1 2015 | Q3 2023 | 35 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 35 | 35 | 1.02% | 1.46% | 1.72% | Q1 2015 | Q3 2023 | 35 |
CITY HOLDING CO | 35 | 35 | 0.26% | 0.64% | 1.05% | Q1 2015 | Q3 2023 | 35 |
INTRUST BANK NA | 35 | 35 | 0.06% | 0.18% | 0.35% | Q1 2015 | Q3 2023 | 35 |
SECURIAN ASSET MANAGEMENT, INC | 35 | 35 | 0.21% | 0.29% | 0.35% | Q1 2015 | Q3 2023 | 35 |
Smithfield Trust Co | 35 | 35 | 0.01% | 0.08% | 0.16% | Q1 2015 | Q3 2023 | 35 |
BOSTON FAMILY OFFICE LLC | 35 | 35 | 0.06% | 0.10% | 0.19% | Q1 2015 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 35 | 35 | 0.00% | 0.13% | 0.78% | Q1 2015 | Q3 2023 | 35 |
Cannell & Co. | 35 | 35 | 0.06% | 0.12% | 0.15% | Q1 2015 | Q3 2023 | 35 |
MAI Capital Management | 35 | 35 | 0.06% | 0.36% | 0.94% | Q1 2015 | Q3 2023 | 35 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 35 | 35 | 0.07% | 0.14% | 0.22% | Q1 2015 | Q3 2023 | 35 |
Norinchukin Bank, The | 35 | 35 | 0.10% | 0.25% | 0.40% | Q1 2015 | Q3 2023 | 35 |
FIRST MANHATTAN CO. LLC. | 35 | 35 | 0.00% | 0.10% | 0.38% | Q1 2015 | Q3 2023 | 35 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 35 | 35 | 0.38% | 0.52% | 0.70% | Q1 2015 | Q3 2023 | 35 |
BURNS J W & CO INC/NY | 35 | 35 | 0.07% | 0.17% | 0.25% | Q1 2015 | Q3 2023 | 35 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 35 | 35 | 0.26% | 0.42% | 0.57% | Q1 2015 | Q3 2023 | 35 |
SUMITOMO LIFE INSURANCE CO | 35 | 35 | 0.05% | 0.41% | 0.74% | Q1 2015 | Q3 2023 | 35 |
LSV ASSET MANAGEMENT | 35 | 35 | 0.00% | 0.02% | 0.43% | Q1 2015 | Q3 2023 | 35 |
PEAPACK GLADSTONE FINANCIAL CORP | 35 | 35 | 0.02% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 35 |
BOSTON FINANCIAL MANGEMENT LLC | 35 | 35 | 0.02% | 0.08% | 0.34% | Q1 2015 | Q3 2023 | 35 |
BESSEMER GROUP INC | 35 | 35 | 0.01% | 0.27% | 1.02% | Q1 2015 | Q3 2023 | 35 |
ALBION FINANCIAL GROUP /UT | 25 | 10 | 0.13% | 0.19% | 0.29% | Q4 2014 | Q3 2023 | 35 |
FAYEZ SAROFIM & CO | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
NOMURA ASSET MANAGEMENT CO LTD | 35 | 35 | 0.18% | 0.34% | 0.57% | Q1 2015 | Q3 2023 | 35 |
Ameritas Investment Partners, Inc. | 35 | 35 | 0.06% | 0.14% | 0.33% | Q1 2015 | Q3 2023 | 35 |
FEDERATED HERMES, INC. | 35 | 35 | 0.01% | 0.19% | 0.60% | Q1 2015 | Q3 2023 | 35 |
HERITAGE INVESTORS MANAGEMENT CORP | 35 | 35 | 0.23% | 0.33% | 0.46% | Q1 2015 | Q3 2023 | 35 |
NORTH STAR ASSET MANAGEMENT INC | 35 | 35 | 0.02% | 0.09% | 0.53% | Q1 2015 | Q3 2023 | 35 |
PEOPLES FINANCIAL SERVICES CORP. | 35 | 35 | 0.16% | 0.25% | 0.33% | Q1 2015 | Q3 2023 | 35 |
First Personal Financial Services | 35 | 35 | 0.03% | 0.49% | 1.98% | Q1 2015 | Q3 2023 | 35 |
CULLEN/FROST BANKERS, INC. | 35 | 35 | 0.40% | 0.62% | 0.90% | Q1 2015 | Q3 2023 | 35 |
FRANKLIN RESOURCES INC | 35 | 35 | 0.76% | 1.18% | 1.69% | Q1 2015 | Q3 2023 | 35 |
STATE STREET CORP | 35 | 35 | 0.26% | 0.40% | 0.54% | Q1 2015 | Q3 2023 | 35 |
VOYA INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.08% | 0.33% | 0.59% | Q1 2015 | Q3 2023 | 35 |
Asset Management One Co., Ltd. | 35 | 35 | 0.01% | 0.22% | 0.39% | Q1 2015 | Q3 2023 | 35 |
Patten Group, Inc. | 35 | 35 | 0.13% | 0.74% | 1.22% | Q1 2015 | Q3 2023 | 35 |
FRONT BARNETT ASSOCIATES LLC | 35 | 35 | 1.22% | 1.58% | 2.01% | Q1 2015 | Q3 2023 | 35 |
CAMBRIDGE TRUST CO | 35 | 35 | 0.08% | 1.33% | 2.35% | Q1 2015 | Q3 2023 | 35 |
Allianz Asset Management GmbH | 35 | 35 | 0.07% | 0.19% | 0.33% | Q1 2015 | Q3 2023 | 35 |
WEATHERLY ASSET MANAGEMENT L. P. | 35 | 35 | 0.04% | 0.15% | 0.29% | Q1 2015 | Q3 2023 | 35 |
BOWEN HANES & CO INC | 26 | 9 | 0.02% | 0.67% | 2.02% | Q4 2014 | Q3 2023 | 35 |
GREAT LAKES ADVISORS, LLC | 35 | 35 | 0.01% | 0.04% | 0.13% | Q1 2015 | Q3 2023 | 35 |
DUBUQUE BANK & TRUST CO | 35 | 35 | 0.47% | 1.33% | 2.19% | Q1 2015 | Q3 2023 | 35 |
WASHINGTON TRUST Co | 35 | 35 | 0.34% | 0.45% | 0.62% | Q1 2015 | Q3 2023 | 35 |
D.A. DAVIDSON & CO. | 35 | 35 | 0.09% | 0.14% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Meiji Yasuda Asset Management Co Ltd. | 35 | 35 | 0.29% | 0.48% | 0.75% | Q1 2015 | Q3 2023 | 35 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 35 | 35 | 1.08% | 1.44% | 1.78% | Q1 2015 | Q3 2023 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.03% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Martin Investment Management, LLC | 35 | 35 | 0.09% | 0.45% | 1.76% | Q1 2015 | Q3 2023 | 35 |
FIRST NATIONAL BANK OF OMAHA | 35 | 35 | 0.52% | 0.79% | 1.04% | Q1 2015 | Q3 2023 | 35 |
COLONY GROUP LLC | 35 | 35 | 0.07% | 0.67% | 1.79% | Q1 2015 | Q3 2023 | 35 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 35 | 35 | 0.26% | 0.43% | 0.57% | Q1 2015 | Q3 2023 | 35 |
GABELLI FUNDS LLC | 35 | 35 | 0.03% | 0.10% | 0.23% | Q1 2015 | Q3 2023 | 35 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 35 |
S&CO INC | 35 | 35 | 1.16% | 2.04% | 2.75% | Q1 2015 | Q3 2023 | 35 |
Community Bank, N.A. | 35 | 35 | 0.00% | 0.11% | 0.22% | Q1 2015 | Q3 2023 | 35 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 35 | 35 | 0.16% | 0.51% | 1.08% | Q1 2015 | Q3 2023 | 35 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 35 | 35 | 0.10% | 0.17% | 0.28% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.21% | 0.35% | 0.45% | Q1 2015 | Q3 2023 | 35 |
SHELTON CAPITAL MANAGEMENT | 35 | 35 | 0.02% | 0.11% | 0.54% | Q1 2015 | Q3 2023 | 35 |
VONTOBEL ASSET MANAGEMENT INC | 35 | 35 | 0.00% | 1.63% | 3.76% | Q1 2015 | Q3 2023 | 35 |
TCTC Holdings, LLC | 35 | 35 | 0.10% | 0.23% | 0.40% | Q1 2015 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 35 | 35 | 0.05% | 0.33% | 0.52% | Q1 2015 | Q3 2023 | 35 |
AIMZ Investment Advisors, LLC | 35 | 35 | 0.64% | 1.17% | 1.65% | Q1 2015 | Q3 2023 | 35 |
PARTHENON LLC | 35 | 35 | 1.12% | 1.67% | 2.04% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES TRUST N.A. | 35 | 35 | 0.16% | 0.23% | 0.44% | Q1 2015 | Q3 2023 | 35 |
KEYBANK NATIONAL ASSOCIATION/OH | 35 | 35 | 0.04% | 0.13% | 0.38% | Q1 2015 | Q3 2023 | 35 |
US BANCORP \DE\ | 35 | 35 | 0.21% | 0.30% | 0.48% | Q1 2015 | Q3 2023 | 35 |
Capital Analysts, LLC | 35 | 35 | 0.00% | 0.22% | 0.49% | Q1 2015 | Q3 2023 | 35 |
MOODY NATIONAL BANK TRUST DIVISION | 35 | 35 | 0.02% | 0.12% | 0.24% | Q1 2015 | Q3 2023 | 35 |
PINNACLE ASSOCIATES LTD | 35 | 35 | 0.07% | 0.14% | 0.26% | Q1 2015 | Q3 2023 | 35 |
Atria Investments, Inc | 35 | 35 | 0.04% | 0.16% | 0.70% | Q1 2015 | Q3 2023 | 35 |
NJ State Employees Deferred Compensation Plan | 35 | 35 | 0.16% | 0.34% | 0.47% | Q1 2015 | Q3 2023 | 35 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35 | 35 | 0.10% | 0.37% | 0.72% | Q1 2015 | Q3 2023 | 35 |
State of New Jersey Common Pension Fund D | 35 | 35 | 0.21% | 0.30% | 0.44% | Q1 2015 | Q3 2023 | 35 |
Rosenbaum Jay D. | 35 | 35 | 0.19% | 1.99% | 3.29% | Q1 2015 | Q3 2023 | 35 |
OLD NATIONAL BANCORP /IN/ | 35 | 35 | 0.01% | 0.29% | 1.09% | Q1 2015 | Q3 2023 | 35 |
Drexel Morgan & Co. | 35 | 35 | 0.33% | 1.04% | 1.61% | Q1 2015 | Q3 2023 | 35 |
Paloma Partners Management Co | 16 | 6 | 0.01% | 0.08% | 0.59% | Q4 2016 | Q2 2022 | 35 |
WEBSTER BANK, N. A. | 35 | 35 | 0.05% | 0.18% | 0.36% | Q1 2015 | Q3 2023 | 35 |
AUXIER ASSET MANAGEMENT | 35 | 35 | 1.94% | 2.60% | 3.25% | Q1 2015 | Q3 2023 | 35 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 35 | 35 | 0.03% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 35 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.00% | 0.10% | 0.45% | Q4 2014 | Q3 2023 | 35 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 35 | 35 | 0.10% | 0.25% | 0.59% | Q1 2015 | Q3 2023 | 35 |
HARTFORD INVESTMENT MANAGEMENT CO | 35 | 35 | 0.24% | 0.48% | 0.64% | Q1 2015 | Q3 2023 | 35 |
KCM INVESTMENT ADVISORS LLC | 35 | 35 | 0.32% | 0.47% | 0.61% | Q1 2015 | Q3 2023 | 35 |
1ST SOURCE BANK | 35 | 35 | 0.09% | 0.25% | 0.57% | Q1 2015 | Q3 2023 | 35 |
TRUIST FINANCIAL CORP | 35 | 35 | 0.07% | 0.27% | 0.47% | Q1 2015 | Q3 2023 | 35 |
RIVERBRIDGE PARTNERS LLC | 35 | 35 | 0.00% | 0.28% | 1.53% | Q1 2015 | Q3 2023 | 35 |
Evercore Wealth Management, LLC | 35 | 35 | 0.03% | 0.08% | 0.12% | Q1 2015 | Q3 2023 | 35 |
GATEWAY INVESTMENT ADVISERS LLC | 35 | 35 | 0.11% | 0.65% | 0.94% | Q1 2015 | Q3 2023 | 35 |
PINNACLE FINANCIAL PARTNERS INC | 35 | 35 | 0.00% | 0.44% | 0.66% | Q1 2015 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 35 | 35 | 0.15% | 0.33% | 0.54% | Q1 2015 | Q3 2023 | 35 |
AMERICAN CENTURY COMPANIES INC | 35 | 35 | 0.16% | 0.66% | 1.04% | Q1 2015 | Q3 2023 | 35 |
BTC Capital Management, Inc. | 35 | 35 | 0.33% | 0.68% | 1.16% | Q1 2015 | Q3 2023 | 35 |
JARISLOWSKY, FRASER Ltd | 35 | 35 | 0.01% | 0.09% | 0.24% | Q1 2015 | Q3 2023 | 35 |
Smith, Salley & Associates | 35 | 35 | 0.08% | 1.05% | 1.87% | Q1 2015 | Q3 2023 | 35 |
FIRST TRUST ADVISORS LP | 35 | 35 | 0.01% | 0.08% | 0.13% | Q1 2015 | Q3 2023 | 35 |
PRINCIPAL FINANCIAL GROUP INC | 35 | 35 | 0.17% | 0.29% | 0.43% | Q1 2015 | Q3 2023 | 35 |
Daiwa Securities Group Inc. | 35 | 35 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
PROFUND ADVISORS LLC | 35 | 35 | 0.09% | 0.18% | 0.36% | Q1 2015 | Q3 2023 | 35 |
DIMENSIONAL FUND ADVISORS LP | 35 | 35 | 0.09% | 0.26% | 0.36% | Q1 2015 | Q3 2023 | 35 |
WADE G W & INC | 35 | 35 | 0.03% | 0.39% | 0.96% | Q1 2015 | Q3 2023 | 35 |
NEW ENGLAND ASSET MANAGEMENT INC | 35 | 35 | 0.03% | 0.07% | 0.28% | Q1 2015 | Q3 2023 | 35 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 35 | 35 | 0.88% | 1.81% | 2.48% | Q1 2015 | Q3 2023 | 35 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 35 | 35 | 0.57% | 0.95% | 1.41% | Q1 2015 | Q3 2023 | 35 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 35 | 35 | 0.12% | 0.33% | 0.56% | Q1 2015 | Q3 2023 | 35 |
TRUST CO OF VERMONT | 35 | 35 | 0.10% | 0.24% | 0.95% | Q1 2015 | Q3 2023 | 35 |
SHUFRO ROSE & CO LLC | 35 | 35 | 0.08% | 0.10% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Saratoga Research & Investment Management | 35 | 35 | 1.92% | 3.26% | 4.97% | Q1 2015 | Q3 2023 | 35 |
FRED ALGER MANAGEMENT, LLC | 35 | 35 | 0.00% | 0.22% | 0.69% | Q1 2015 | Q3 2023 | 35 |
WHITE PINE CAPITAL LLC | 35 | 35 | 0.00% | 0.12% | 0.23% | Q1 2015 | Q3 2023 | 35 |
PRUDENTIAL FINANCIAL INC | 35 | 35 | 0.07% | 0.34% | 0.62% | Q1 2015 | Q3 2023 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 35 |
BANK OF NOVA SCOTIA | 35 | 35 | 0.01% | 0.11% | 0.66% | Q1 2015 | Q3 2023 | 35 |
AVIVA PLC | 35 | 35 | 0.08% | 0.52% | 0.90% | Q1 2015 | Q3 2023 | 35 |
OLD SECOND NATIONAL BANK OF AURORA | 35 | 35 | 0.04% | 0.64% | 1.50% | Q1 2015 | Q3 2023 | 35 |
NICHOLS & PRATT ADVISERS LLP /MA | 35 | 35 | 0.64% | 0.90% | 1.25% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 35 | 35 | 0.01% | 0.08% | 0.47% | Q1 2015 | Q3 2023 | 35 |
WEDBUSH SECURITIES INC | 35 | 35 | 0.10% | 0.16% | 0.23% | Q1 2015 | Q3 2023 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 35 | 35 | 0.38% | 1.13% | 1.79% | Q1 2015 | Q3 2023 | 35 |
Meiji Yasuda Life Insurance Co | 35 | 35 | 0.01% | 0.22% | 0.67% | Q1 2015 | Q3 2023 | 35 |
TOMPKINS FINANCIAL CORP | 25 | 10 | 0.00% | 0.08% | 0.18% | Q1 2015 | Q4 2023 | 35 |
BRYN MAWR TRUST Co | 35 | 35 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.18% | 0.45% | 0.61% | Q1 2015 | Q3 2023 | 35 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 35 | 35 | 0.09% | 0.49% | 1.89% | Q1 2015 | Q3 2023 | 35 |
Louisiana State Employees Retirement System | 35 | 35 | 0.15% | 0.30% | 0.42% | Q1 2015 | Q3 2023 | 35 |
KANAWHA CAPITAL MANAGEMENT LLC | 35 | 35 | 0.55% | 0.75% | 0.95% | Q1 2015 | Q3 2023 | 35 |
FineMark National Bank & Trust | 35 | 35 | 0.11% | 0.36% | 0.65% | Q1 2015 | Q3 2023 | 35 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 35 | 35 | 0.36% | 1.20% | 2.12% | Q1 2015 | Q3 2023 | 35 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 35 | 35 | 0.17% | 0.35% | 0.57% | Q1 2015 | Q3 2023 | 35 |
AMERICAN INTERNATIONAL GROUP, INC. | 35 | 35 | 0.11% | 0.17% | 0.26% | Q1 2015 | Q3 2023 | 35 |
Kentucky Retirement Systems | 35 | 35 | 0.29% | 0.50% | 0.67% | Q1 2015 | Q3 2023 | 35 |
Avior Wealth Management, LLC | 35 | 35 | 0.00% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 35 | 35 | 0.16% | 0.34% | 0.73% | Q1 2015 | Q3 2023 | 35 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.66% | 1.15% | 1.88% | Q1 2015 | Q3 2023 | 35 |
Hardman Johnston Global Advisors LLC | 35 | 35 | 0.60% | 1.15% | 1.94% | Q1 2015 | Q3 2023 | 35 |
ALTRINSIC GLOBAL ADVISORS LLC | 35 | 35 | 2.58% | 5.13% | 9.01% | Q1 2015 | Q3 2023 | 35 |
Point72 Hong Kong Ltd | 15 | 1 | 0.01% | 0.13% | 0.43% | Q4 2015 | Q3 2022 | 35 |
Perkins Coie Trust Co | 35 | 35 | 0.82% | 1.25% | 1.47% | Q1 2015 | Q3 2023 | 35 |
NATIXIS ADVISORS, L.P. | 35 | 35 | 0.14% | 0.44% | 0.69% | Q1 2015 | Q3 2023 | 35 |
AQR Capital Management | 35 | 35 | 0.05% | 0.22% | 0.48% | Q1 2015 | Q3 2023 | 35 |
AXA S.A. | 35 | 35 | 0.09% | 0.43% | 0.91% | Q1 2015 | Q3 2023 | 35 |
PRUDENTIAL PLC | 35 | 35 | 0.02% | 0.70% | 1.46% | Q1 2015 | Q3 2023 | 35 |
NBT BANK N A /NY | 35 | 35 | 0.14% | 0.34% | 0.49% | Q1 2015 | Q3 2023 | 35 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 35 | 35 | 0.01% | 0.17% | 0.41% | Q1 2015 | Q3 2023 | 35 |
CENTRAL BANK & TRUST CO | 35 | 35 | 0.03% | 0.13% | 0.66% | Q1 2015 | Q3 2023 | 35 |
LAZARD ASSET MANAGEMENT LLC | 35 | 35 | 0.00% | 2.45% | 5.03% | Q1 2015 | Q3 2023 | 35 |
GEODE CAPITAL MANAGEMENT, LLC | 35 | 35 | 0.24% | 0.41% | 0.55% | Q1 2015 | Q3 2023 | 35 |
Rench Wealth Management, Inc. | 35 | 35 | 1.50% | 2.42% | 3.63% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 35 | 35 | 0.16% | 0.22% | 0.33% | Q1 2015 | Q3 2023 | 35 |
CIBC Asset Management Inc | 35 | 35 | 0.04% | 0.13% | 0.46% | Q1 2015 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.05% | 0.12% | 0.20% | Q1 2015 | Q3 2023 | 35 |
Moreno Evelyn V | 35 | 35 | 1.22% | 1.96% | 2.39% | Q1 2015 | Q3 2023 | 35 |
TEXAS PERMANENT SCHOOL FUND CORP | 35 | 35 | 0.21% | 0.37% | 0.52% | Q1 2015 | Q3 2023 | 35 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 35 | 35 | 0.09% | 0.31% | 0.69% | Q1 2015 | Q3 2023 | 35 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 35 | 35 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 35 |
DAVIS R M INC | 35 | 35 | 0.54% | 1.14% | 1.70% | Q1 2015 | Q3 2023 | 35 |
SENTRY INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.22% | 0.42% | 0.60% | Q1 2015 | Q3 2023 | 35 |
EVERGREEN CAPITAL MANAGEMENT LLC | 35 | 35 | 0.02% | 0.26% | 1.24% | Q1 2015 | Q3 2023 | 35 |
NOESIS CAPITAL MANGEMENT CORP | 35 | 35 | 1.76% | 3.05% | 4.13% | Q1 2015 | Q3 2023 | 35 |
WHITTIER TRUST CO OF NEVADA INC | 35 | 35 | 0.04% | 0.11% | 0.18% | Q1 2015 | Q3 2023 | 35 |
SEGALL BRYANT & HAMILL, LLC | 35 | 35 | 0.01% | 0.16% | 0.58% | Q4 2014 | Q2 2023 | 35 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 35 | 35 | 0.18% | 0.26% | 0.34% | Q1 2015 | Q3 2023 | 35 |
PRIMECAP MANAGEMENT CO/CA/ | 35 | 35 | 0.06% | 0.51% | 1.38% | Q1 2015 | Q3 2023 | 35 |
Mitsubishi UFJ Asset Management Co., Ltd. | 35 | 35 | 0.21% | 0.43% | 0.92% | Q1 2015 | Q3 2023 | 35 |
Sanders Capital, LLC | 35 | 35 | 2.04% | 2.86% | 3.80% | Q1 2015 | Q3 2023 | 35 |
WILKINS INVESTMENT COUNSEL INC | 35 | 35 | 1.62% | 2.47% | 3.20% | Q1 2015 | Q3 2023 | 35 |
SouthState Corp | 35 | 35 | 0.01% | 0.08% | 0.21% | Q1 2015 | Q3 2023 | 35 |
FIRST NATIONAL TRUST CO | 35 | 35 | 0.18% | 0.47% | 0.87% | Q1 2015 | Q3 2023 | 35 |
PRIVATE TRUST CO NA | 35 | 35 | 0.10% | 0.29% | 0.59% | Q1 2015 | Q3 2023 | 35 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 35 | 35 | 0.20% | 0.33% | 0.46% | Q1 2015 | Q3 2023 | 35 |
TOWER BRIDGE ADVISORS | 35 | 35 | 0.09% | 0.81% | 1.25% | Q1 2015 | Q3 2023 | 35 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 35 | 35 | 1.08% | 1.51% | 2.40% | Q1 2015 | Q3 2023 | 35 |
PERRITT CAPITAL MANAGEMENT INC | 35 | 35 | 0.06% | 0.15% | 0.30% | Q1 2015 | Q3 2023 | 35 |
Laird Norton Wetherby Wealth Management, LLC | 35 | 35 | 0.09% | 0.20% | 0.38% | Q1 2015 | Q3 2023 | 35 |
BROWN BROTHERS HARRIMAN & CO | 35 | 35 | 0.01% | 0.03% | 0.16% | Q1 2015 | Q3 2023 | 35 |
Neuberger Berman Group LLC | 35 | 35 | 0.01% | 0.28% | 0.55% | Q1 2015 | Q3 2023 | 35 |
Retirement Systems of Alabama | 35 | 35 | 0.16% | 0.33% | 0.53% | Q1 2015 | Q3 2023 | 35 |
TRILLIUM ASSET MANAGEMENT, LLC | 35 | 35 | 0.25% | 0.84% | 1.20% | Q1 2015 | Q3 2023 | 35 |
REGIONS FINANCIAL CORP | 35 | 35 | 0.04% | 0.13% | 0.38% | Q1 2015 | Q3 2023 | 35 |
GUGGENHEIM CAPITAL LLC | 35 | 35 | 0.11% | 0.19% | 0.30% | Q1 2015 | Q3 2023 | 35 |
CenterStar Asset Management, LLC | 7 | 1 | 0.00% | 0.46% | 1.98% | Q4 2017 | Q3 2023 | 35 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.13% | 0.32% | 0.60% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 35 | 35 | 0.09% | 0.31% | 0.60% | Q1 2015 | Q3 2023 | 35 |
Atlantic Union Bankshares Corp | 35 | 35 | 0.07% | 0.54% | 1.05% | Q1 2015 | Q3 2023 | 35 |
Mitsubishi UFJ Trust & Banking Corp | 35 | 35 | 0.16% | 0.36% | 0.56% | Q1 2015 | Q3 2023 | 35 |
Advisors Asset Management, Inc. | 35 | 35 | 0.01% | 0.39% | 0.69% | Q1 2015 | Q3 2023 | 35 |
CIBC Private Wealth Group, LLC | 35 | 35 | 0.08% | 0.77% | 1.37% | Q1 2015 | Q3 2023 | 35 |
Cetera Advisors LLC | 35 | 35 | 0.02% | 0.09% | 0.27% | Q1 2015 | Q3 2023 | 35 |
Oakworth Capital, Inc. | 35 | 35 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
Chevy Chase Trust Holdings, LLC | 35 | 35 | 0.23% | 0.43% | 0.63% | Q1 2015 | Q3 2023 | 35 |
First Horizon Advisors, Inc. | 35 | 35 | 0.04% | 0.28% | 0.58% | Q1 2015 | Q3 2023 | 35 |
Affiance Financial, LLC | 35 | 35 | 0.22% | 0.51% | 1.10% | Q1 2015 | Q3 2023 | 35 |
State of Tennessee, Treasury Department | 35 | 35 | 0.12% | 0.32% | 0.63% | Q1 2015 | Q3 2023 | 35 |
Sandy Spring Bank | 35 | 35 | 0.06% | 0.16% | 0.29% | Q1 2015 | Q3 2023 | 35 |
Epoch Investment Partners, Inc. | 35 | 35 | 0.00% | 0.32% | 0.99% | Q1 2015 | Q3 2023 | 35 |
MOTCO | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
GRANDFIELD & DODD, LLC | 35 | 35 | 1.26% | 2.01% | 2.86% | Q1 2015 | Q3 2023 | 35 |
1832 Asset Management L.P. | 35 | 35 | 0.18% | 0.91% | 1.66% | Q1 2015 | Q3 2023 | 35 |
Stack Financial Management, Inc | 35 | 35 | 0.83% | 1.27% | 1.80% | Q1 2015 | Q3 2023 | 35 |
Ledyard National Bank | 35 | 35 | 0.60% | 0.83% | 1.05% | Q1 2015 | Q3 2023 | 35 |
Willis Investment Counsel | 35 | 35 | 0.51% | 1.67% | 3.56% | Q1 2015 | Q3 2023 | 35 |
SG Americas Securities, LLC | 35 | 35 | 0.01% | 0.22% | 1.44% | Q1 2015 | Q3 2023 | 35 |
Kentucky Retirement Systems Insurance Trust Fund | 35 | 35 | 0.29% | 0.50% | 0.67% | Q1 2015 | Q3 2023 | 35 |
ROTHSCHILD INVESTMENT LLC /IL | 35 | 35 | 0.06% | 0.15% | 0.27% | Q1 2015 | Q3 2023 | 35 |
Calamos Advisors LLC | 35 | 35 | 0.09% | 0.26% | 0.63% | Q1 2015 | Q3 2023 | 35 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 35 | 35 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
DUNCKER STREETT & CO INC | 35 | 35 | 0.14% | 0.46% | 0.81% | Q1 2015 | Q3 2023 | 35 |
Swiss National Bank | 35 | 35 | 0.26% | 0.46% | 0.58% | Q1 2015 | Q3 2023 | 35 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 35 | 35 | 0.01% | 0.45% | 1.45% | Q1 2015 | Q3 2023 | 35 |
Foyston, Gordon, & Payne Inc | 35 | 35 | 2.55% | 6.19% | 10.08% | Q1 2015 | Q3 2023 | 35 |
COHEN LAWRENCE B | 35 | 35 | 0.97% | 2.18% | 3.59% | Q1 2015 | Q3 2023 | 35 |
Coastline Trust Co | 35 | 35 | 0.08% | 0.19% | 0.37% | Q1 2015 | Q3 2023 | 35 |
Triangle Securities Wealth Management | 35 | 35 | 0.18% | 0.47% | 0.72% | Q1 2015 | Q3 2023 | 35 |
Violich Capital Management, Inc. | 35 | 35 | 0.12% | 0.44% | 0.98% | Q1 2015 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.01% | 0.33% | 1.25% | Q1 2015 | Q3 2023 | 35 |
FLOSSBACH VON STORCH AG | 35 | 35 | 0.65% | 1.49% | 2.56% | Q1 2015 | Q3 2023 | 35 |
Segment Wealth Management, LLC | 35 | 35 | 0.03% | 0.31% | 0.90% | Q1 2015 | Q3 2023 | 35 |
COMGEST GLOBAL INVESTORS S.A.S. | 35 | 35 | 0.03% | 3.05% | 5.35% | Q1 2015 | Q3 2023 | 35 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 35 | 35 | 0.23% | 0.43% | 0.64% | Q1 2015 | Q3 2023 | 35 |
UBS ASSET MANAGEMENT AMERICAS INC | 35 | 35 | 0.22% | 0.34% | 0.57% | Q1 2015 | Q3 2023 | 35 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 35 | 35 | 0.20% | 0.33% | 0.41% | Q1 2015 | Q3 2023 | 35 |
Accredited Investors Inc. | 35 | 35 | 0.07% | 0.14% | 0.27% | Q1 2015 | Q3 2023 | 35 |
Lipe & Dalton | 35 | 35 | 0.55% | 1.45% | 4.35% | Q1 2015 | Q3 2023 | 35 |
North Star Investment Management Corp. | 35 | 35 | 0.00% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 35 |
Fernwood Investment Management, LLC | 35 | 35 | 0.57% | 0.93% | 1.28% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.02% | 0.20% | 0.38% | Q1 2015 | Q3 2023 | 35 |
ASSETMARK, INC | 35 | 35 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 35 |
Estabrook Capital Management | 35 | 35 | 1.45% | 2.23% | 2.91% | Q1 2015 | Q3 2023 | 35 |
Advisors Capital Management, LLC | 35 | 35 | 0.36% | 1.13% | 1.79% | Q1 2015 | Q3 2023 | 35 |
BROWN ADVISORY INC | 35 | 35 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 35 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 35 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Aristotle Capital Management, LLC | 35 | 35 | 1.49% | 2.54% | 3.67% | Q1 2015 | Q3 2023 | 35 |
Haverford Financial Services, Inc. | 35 | 35 | 1.61% | 2.73% | 4.06% | Q1 2015 | Q3 2023 | 35 |
ClearBridge Investments | 35 | 35 | 0.04% | 0.43% | 0.81% | Q1 2015 | Q3 2023 | 35 |
OARSMAN CAPITAL, INC. | 35 | 35 | 0.46% | 0.80% | 1.38% | Q1 2015 | Q3 2023 | 35 |
Bank OZK | 35 | 35 | 0.14% | 1.00% | 1.73% | Q1 2015 | Q3 2023 | 35 |
Highlander Capital Management, LLC | 35 | 35 | 0.58% | 0.82% | 1.04% | Q1 2015 | Q3 2023 | 35 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 35 | 35 | 0.07% | 0.35% | 1.52% | Q1 2015 | Q3 2023 | 35 |
Sigma Planning Corp | 35 | 35 | 0.06% | 0.11% | 0.29% | Q1 2015 | Q3 2023 | 35 |
Mirae Asset Global Investments Co., Ltd. | 35 | 35 | 0.04% | 0.14% | 0.61% | Q1 2015 | Q3 2023 | 35 |
Ancora Advisors LLC | 35 | 35 | 0.10% | 0.36% | 0.62% | Q1 2015 | Q3 2023 | 35 |
STATE OF WISCONSIN INVESTMENT BOARD | 35 | 35 | 0.37% | 0.47% | 0.69% | Q1 2015 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 35 | 0.12% | 0.20% | 0.36% | Q1 2015 | Q3 2023 | 35 |
ASSOCIATED BANC-CORP | 35 | 35 | 0.04% | 0.13% | 0.44% | Q1 2015 | Q3 2023 | 35 |
Fisher Asset Management, LLC | 35 | 35 | 0.00% | 0.08% | 0.19% | Q1 2015 | Q3 2023 | 35 |
TCW GROUP INC | 35 | 35 | 0.05% | 0.38% | 0.87% | Q1 2015 | Q3 2023 | 35 |
AUGUSTINE ASSET MANAGEMENT INC | 35 | 35 | 1.38% | 2.33% | 2.88% | Q1 2015 | Q3 2023 | 35 |
Grantham, Mayo, Van Otterloo & Co. LLC | 35 | 35 | 0.01% | 1.79% | 2.64% | Q1 2015 | Q3 2023 | 35 |
Garrison Asset Management, LLC | 35 | 35 | 1.29% | 1.80% | 2.31% | Q1 2015 | Q3 2023 | 35 |
Benin Management CORP | 35 | 35 | 0.22% | 0.56% | 0.90% | Q1 2015 | Q3 2023 | 35 |
Haverford Trust Co | 35 | 35 | 0.96% | 1.54% | 2.23% | Q1 2015 | Q3 2023 | 35 |
DODGE & COX | 35 | 35 | 0.22% | 0.58% | 1.33% | Q1 2015 | Q3 2023 | 35 |
ProShare Advisors LLC | 35 | 35 | 0.30% | 0.57% | 0.84% | Q1 2015 | Q3 2023 | 35 |
Telos Capital Management, Inc. | 35 | 35 | 0.84% | 1.49% | 2.20% | Q1 2015 | Q3 2023 | 35 |
OAK ASSOCIATES LTD /OH/ | 35 | 35 | 0.06% | 0.39% | 1.59% | Q1 2015 | Q3 2023 | 35 |
FIRST FINANCIAL CORP /IN/ | 35 | 35 | 0.03% | 0.13% | 0.72% | Q1 2015 | Q3 2023 | 35 |
Cullen Capital Management, LLC | 32 | 3 | 0.02% | 0.84% | 2.69% | Q4 2014 | Q3 2023 | 35 |
Korea Investment CORP | 35 | 35 | 0.11% | 0.42% | 0.61% | Q1 2015 | Q3 2023 | 35 |
Mechanics Bank Trust Department | 35 | 35 | 0.05% | 0.22% | 0.44% | Q1 2015 | Q3 2023 | 35 |
BlackRock Inc. | 35 | 35 | 0.26% | 0.38% | 0.48% | Q1 2015 | Q3 2023 | 35 |
Buckingham Capital Management, Inc. | 35 | 35 | 0.10% | 0.33% | 0.67% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.19% | 0.41% | 0.79% | Q1 2015 | Q3 2023 | 35 |
FDx Advisors, Inc. | 35 | 35 | 0.04% | 0.22% | 0.45% | Q1 2015 | Q3 2023 | 35 |
SMITH, MOORE & CO. | 35 | 35 | 0.12% | 0.19% | 0.30% | Q1 2015 | Q3 2023 | 35 |
HEADINVEST, LLC | 35 | 35 | 0.88% | 1.31% | 1.83% | Q1 2015 | Q3 2023 | 35 |
ST GERMAIN D J CO INC | 32 | 3 | 0.02% | 0.95% | 3.36% | Q1 2015 | Q4 2023 | 35 |
FMR LLC | 35 | 35 | 0.01% | 0.24% | 0.90% | Q1 2015 | Q3 2023 | 35 |
LOWE BROCKENBROUGH & CO INC | 35 | 35 | 0.16% | 0.31% | 0.42% | Q1 2015 | Q3 2023 | 35 |
UNITED FIRE GROUP INC | 35 | 35 | 0.65% | 1.12% | 3.82% | Q1 2015 | Q3 2023 | 35 |
APG Asset Management N.V. | 35 | 35 | 0.06% | 0.21% | 0.40% | Q1 2015 | Q3 2023 | 35 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 35 | 35 | 0.08% | 0.33% | 0.50% | Q1 2015 | Q3 2023 | 35 |
BNP Paribas Asset Management Holding S.A. | 35 | 35 | 0.12% | 0.30% | 0.58% | Q1 2015 | Q3 2023 | 35 |
Palisade Asset Management, LLC | 35 | 35 | 0.33% | 0.54% | 0.91% | Q1 2015 | Q3 2023 | 35 |
Gradient Investments LLC | 35 | 35 | 0.00% | 0.38% | 0.71% | Q1 2015 | Q3 2023 | 35 |
Boston Partners | 35 | 35 | 0.09% | 0.60% | 1.38% | Q1 2015 | Q3 2023 | 35 |
Cetera Advisor Networks LLC | 35 | 35 | 0.06% | 0.11% | 0.18% | Q1 2015 | Q3 2023 | 35 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 35 | 35 | 0.08% | 0.40% | 0.84% | Q1 2015 | Q3 2023 | 35 |
Marble Harbor Investment Counsel, LLC | 35 | 35 | 0.05% | 0.34% | 2.14% | Q1 2015 | Q3 2023 | 35 |
LaFleur & Godfrey LLC | 35 | 35 | 0.13% | 0.52% | 1.76% | Q1 2015 | Q3 2023 | 35 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 35 | 35 | 0.28% | 0.39% | 0.48% | Q1 2015 | Q3 2023 | 35 |
SNS Financial Group, LLC | 32 | 2 | 0.00% | 0.16% | 0.27% | Q1 2015 | Q3 2023 | 35 |
THOMPSON SIEGEL & WALMSLEY LLC | 35 | 35 | 0.00% | 0.05% | 0.23% | Q1 2015 | Q3 2023 | 35 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 35 | 35 | 0.54% | 0.71% | 0.92% | Q1 2015 | Q3 2023 | 35 |
Nuveen Asset Management, LLC | 35 | 35 | 0.03% | 0.24% | 0.50% | Q1 2015 | Q3 2023 | 35 |
CONNING INC. | 35 | 35 | 0.07% | 0.20% | 0.37% | Q1 2015 | Q3 2023 | 35 |
BLB&B Advisors, LLC | 35 | 35 | 0.02% | 0.12% | 0.25% | Q1 2015 | Q3 2023 | 35 |
PRICE T ROWE ASSOCIATES INC /MD/ | 35 | 35 | 0.12% | 0.28% | 0.40% | Q1 2015 | Q3 2023 | 35 |
MERIDIAN INVESTMENT COUNSEL INC. | 35 | 35 | 0.14% | 0.25% | 0.34% | Q1 2015 | Q3 2023 | 35 |
Bollard Group LLC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
MARTIN & CO INC /TN/ | 35 | 35 | 0.17% | 0.68% | 1.68% | Q1 2015 | Q3 2023 | 35 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 35 | 35 | 0.35% | 0.69% | 1.04% | Q1 2015 | Q3 2023 | 35 |
Bank of New York Mellon Corp | 35 | 35 | 0.26% | 0.40% | 0.52% | Q1 2015 | Q3 2023 | 35 |
Busey Bank | 35 | 35 | 0.41% | 0.97% | 1.59% | Q1 2015 | Q3 2023 | 35 |
OPPENHEIMER & CO INC | 35 | 35 | 0.26% | 0.41% | 0.53% | Q1 2015 | Q3 2023 | 35 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 35 | 35 | 0.04% | 0.31% | 0.74% | Q1 2015 | Q3 2023 | 35 |
Crestwood Advisors Group, LLC | 35 | 35 | 0.01% | 1.29% | 2.54% | Q1 2015 | Q3 2023 | 35 |
Employees Retirement System of Texas | 35 | 35 | 0.26% | 0.59% | 0.94% | Q1 2015 | Q3 2023 | 35 |
STRS OHIO | 35 | 35 | 0.28% | 0.56% | 0.76% | Q1 2015 | Q3 2023 | 35 |
Bartlett & Co. LLC | 19 | 16 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q4 2023 | 35 |
LPL Financial LLC | 35 | 35 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 35 |
Miller Investment Management, LP | 35 | 35 | 0.32% | 0.60% | 0.84% | Q1 2015 | Q3 2023 | 35 |
INVESTMENT HOUSE LLC | 34 | 34 | 0.09% | 0.92% | 2.26% | Q2 2015 | Q3 2023 | 34 |
HOWLAND CAPITAL MANAGEMENT LLC | 34 | 34 | 0.03% | 1.39% | 1.90% | Q2 2015 | Q3 2023 | 34 |
WASHINGTON TRUST BANK | 34 | 34 | 0.04% | 1.17% | 1.94% | Q2 2015 | Q3 2023 | 34 |
Shelter Mutual Insurance Co | 34 | 34 | 0.78% | 2.40% | 3.18% | Q1 2015 | Q2 2023 | 34 |
TRUST CO OF OKLAHOMA | 21 | 13 | 0.46% | 1.00% | 1.53% | Q1 2015 | Q3 2023 | 34 |
Court Place Advisors, LLC | 34 | 34 | 0.09% | 0.14% | 0.19% | Q2 2015 | Q3 2023 | 34 |
MCF Advisors LLC | 18 | 16 | 0.00% | 0.06% | 1.98% | Q1 2015 | Q3 2023 | 34 |
COURIER CAPITAL LLC | 34 | 34 | 0.22% | 0.36% | 0.50% | Q2 2015 | Q3 2023 | 34 |
Tredje AP-fonden | 34 | 34 | 0.07% | 0.44% | 0.74% | Q2 2015 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 34 | 34 | 0.19% | 0.40% | 0.55% | Q2 2015 | Q3 2023 | 34 |
Aspen Investment Management Inc | 34 | 34 | 0.26% | 0.45% | 0.60% | Q2 2015 | Q3 2023 | 34 |
MV CAPITAL MANAGEMENT, INC. | 34 | 34 | 0.04% | 0.13% | 0.26% | Q2 2015 | Q3 2023 | 34 |
FARMERS & MERCHANTS INVESTMENTS INC | 34 | 34 | 0.44% | 0.98% | 1.55% | Q2 2015 | Q3 2023 | 34 |
FAS Wealth Partners, Inc. | 34 | 34 | 0.20% | 0.64% | 1.30% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.04% | 0.14% | 0.22% | Q2 2015 | Q3 2023 | 34 |
BRADLEY FOSTER & SARGENT INC/CT | 21 | 13 | 0.03% | 0.28% | 0.88% | Q1 2015 | Q3 2023 | 34 |
Allworth Financial LP | 34 | 34 | 0.01% | 0.05% | 0.19% | Q2 2015 | Q3 2023 | 34 |
NS Partners Ltd | 34 | 34 | 0.20% | 1.07% | 1.99% | Q2 2015 | Q3 2023 | 34 |
Gilman Hill Asset Management, LLC | 34 | 34 | 0.13% | 0.31% | 0.62% | Q2 2015 | Q3 2023 | 34 |
Stratos Wealth Partners, LTD. | 29 | 5 | 0.04% | 0.07% | 0.14% | Q1 2015 | Q3 2023 | 34 |
Point72 Asset Management, L.P. | 14 | 1 | 0.00% | 0.16% | 0.66% | Q1 2015 | Q3 2023 | 34 |
Johnson Financial Group, Inc. | 34 | 34 | 0.01% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 34 |
CI INVESTMENTS INC. | 22 | 12 | 0.13% | 0.49% | 1.13% | Q1 2015 | Q3 2023 | 34 |
Mariner, LLC | 34 | 34 | 0.05% | 0.23% | 0.48% | Q2 2015 | Q3 2023 | 34 |
MARCO INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.89% | 1.61% | 2.38% | Q2 2015 | Q3 2023 | 34 |
MACKENZIE FINANCIAL CORP | 31 | 3 | 0.00% | 0.17% | 0.44% | Q1 2015 | Q3 2023 | 34 |
Reynders McVeigh Capital Management, LLC | 34 | 34 | 0.06% | 0.44% | 1.53% | Q2 2015 | Q3 2023 | 34 |
AMERICAN NATIONAL BANK | 34 | 34 | 0.98% | 1.72% | 2.73% | Q2 2015 | Q3 2023 | 34 |
FIRST FOUNDATION ADVISORS | 34 | 34 | 0.05% | 1.35% | 2.09% | Q2 2015 | Q3 2023 | 34 |
Rehmann Capital Advisory Group | 19 | 15 | 0.07% | 0.10% | 0.13% | Q1 2015 | Q3 2023 | 34 |
AllSquare Wealth Management LLC | 25 | 9 | 0.03% | 0.08% | 0.25% | Q1 2015 | Q3 2023 | 34 |
Profit Investment Management, LLC | 22 | 12 | 0.06% | 0.26% | 0.62% | Q1 2015 | Q3 2023 | 34 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.10% | 0.22% | 0.77% | Q1 2015 | Q2 2023 | 34 |
SAWGRASS ASSET MANAGEMENT LLC | 27 | 7 | 0.09% | 0.14% | 0.25% | Q1 2015 | Q3 2023 | 34 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 12 | 0.11% | 0.16% | 0.22% | Q4 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.04% | 0.09% | 0.24% | Q2 2015 | Q3 2023 | 34 |
Linscomb & Williams, Inc. | 34 | 34 | 0.04% | 0.23% | 0.38% | Q2 2015 | Q3 2023 | 34 |
BOKF, NA | 25 | 9 | 0.11% | 0.23% | 0.42% | Q1 2015 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.01% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.06% | 0.18% | 0.29% | Q1 2015 | Q3 2023 | 34 |
Veritable, L.P. | 34 | 34 | 0.05% | 0.10% | 0.35% | Q1 2015 | Q2 2023 | 34 |
CANADA PENSION PLAN INVESTMENT BOARD | 34 | 34 | 0.03% | 0.29% | 0.52% | Q2 2015 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 1 | 0.18% | 0.38% | 0.60% | Q1 2015 | Q3 2023 | 34 |
PHILADELPHIA TRUST CO | 34 | 34 | 0.13% | 1.69% | 2.82% | Q2 2015 | Q3 2023 | 34 |
Hanson & Doremus Investment Management | 34 | 34 | 0.38% | 0.51% | 0.73% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.06% | 0.16% | 0.30% | Q2 2015 | Q3 2023 | 34 |
Essex Financial Services, Inc. | 34 | 34 | 0.10% | 0.31% | 0.50% | Q2 2015 | Q3 2023 | 34 |
Aull & Monroe Investment Management Corp | 34 | 34 | 0.11% | 0.20% | 0.26% | Q1 2015 | Q2 2023 | 34 |
Murphy Pohlad Asset Management LLC | 34 | 34 | 2.20% | 3.07% | 3.86% | Q2 2015 | Q3 2023 | 34 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 2 | 0.00% | 0.41% | 0.80% | Q1 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.05% | 0.19% | 0.49% | Q1 2015 | Q2 2023 | 34 |
SCHWARTZ INVESTMENT COUNSEL INC | 34 | 34 | 1.05% | 2.77% | 3.89% | Q2 2015 | Q3 2023 | 34 |
Manchester Capital Management LLC | 34 | 34 | 0.00% | 0.05% | 0.12% | Q2 2015 | Q3 2023 | 34 |
SCHULHOFF & CO INC | 34 | 34 | 0.59% | 0.85% | 1.20% | Q2 2015 | Q3 2023 | 34 |
CHILTON INVESTMENT CO INC. | 28 | 6 | 0.01% | 0.27% | 3.04% | Q1 2015 | Q3 2023 | 34 |
CRAWFORD INVESTMENT COUNSEL INC | 33 | 1 | 0.01% | 1.80% | 2.24% | Q1 2015 | Q3 2023 | 34 |
Boston Trust Walden Corp | 31 | 3 | 0.15% | 0.58% | 0.81% | Q1 2015 | Q3 2023 | 34 |
STOCK YARDS BANK & TRUST CO | 27 | 7 | 0.02% | 0.36% | 1.33% | Q1 2015 | Q3 2023 | 34 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 27 | 7 | 0.00% | 0.83% | 1.88% | Q1 2015 | Q3 2023 | 34 |
HARTLINE INVESTMENT CORP/ | 30 | 4 | 0.10% | 0.49% | 0.82% | Q1 2015 | Q3 2023 | 34 |
MITCHELL SINKLER & STARR/PA | 34 | 34 | 0.14% | 0.47% | 0.69% | Q1 2015 | Q2 2023 | 34 |
Colonial Trust Advisors | 29 | 5 | 0.01% | 0.38% | 0.80% | Q4 2014 | Q3 2023 | 34 |
CENTRAL SECURITIES CORP | 34 | 34 | 1.77% | 2.98% | 4.44% | Q2 2015 | Q3 2023 | 34 |
Indiana Trust & Investment Management CO | 31 | 3 | 0.17% | 0.26% | 0.32% | Q1 2015 | Q3 2023 | 34 |
Aviance Capital Partners, LLC | 34 | 34 | 0.06% | 0.30% | 0.84% | Q2 2015 | Q3 2023 | 34 |
Kistler-Tiffany Companies, LLC | 34 | 34 | 0.03% | 0.08% | 0.18% | Q1 2015 | Q2 2023 | 34 |
JUPITER ASSET MANAGEMENT LTD | 30 | 4 | 0.01% | 0.52% | 1.45% | Q1 2015 | Q3 2023 | 34 |
MIDDLETON & CO INC/MA | 34 | 34 | 0.03% | 0.09% | 0.15% | Q1 2015 | Q2 2023 | 34 |
CULLINAN ASSOCIATES INC | 34 | 34 | 0.33% | 0.66% | 0.81% | Q2 2015 | Q3 2023 | 34 |
Northstar Group, Inc. | 31 | 3 | 0.05% | 0.17% | 0.36% | Q1 2015 | Q3 2023 | 34 |
ISTHMUS PARTNERS, LLC | 18 | 1 | 1.14% | 1.77% | 2.36% | Q4 2014 | Q3 2023 | 34 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 29 | 5 | 0.10% | 0.44% | 0.85% | Q1 2015 | Q3 2023 | 34 |
JFS WEALTH ADVISORS, LLC | 34 | 34 | 0.00% | 0.02% | 0.12% | Q2 2015 | Q3 2023 | 34 |
First Financial Bank - Trust Division | 27 | 7 | 0.07% | 0.19% | 0.60% | Q1 2015 | Q4 2023 | 34 |
Harfst & Associates, Inc. | 34 | 34 | 0.12% | 0.35% | 0.97% | Q2 2015 | Q3 2023 | 34 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 34 | 34 | 1.66% | 2.45% | 2.95% | Q2 2015 | Q3 2023 | 34 |
PROFESSIONAL ADVISORY SERVICES INC | 34 | 34 | 0.04% | 3.09% | 3.62% | Q1 2015 | Q2 2023 | 34 |
Trust Co | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
FINANCIAL COUNSELORS INC | 28 | 6 | 0.33% | 0.43% | 0.64% | Q1 2015 | Q3 2023 | 34 |
CKW FINANCIAL GROUP | 27 | 7 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 30 | 4 | 0.21% | 0.42% | 0.64% | Q1 2015 | Q3 2023 | 34 |
WESBANCO BANK INC | 23 | 11 | 0.04% | 0.25% | 0.57% | Q1 2015 | Q3 2023 | 34 |
Arizona State Retirement System | 33 | 33 | 0.25% | 0.37% | 0.52% | Q3 2015 | Q3 2023 | 33 |
BLACKHILL CAPITAL INC | 33 | 33 | 0.21% | 0.34% | 0.49% | Q1 2015 | Q1 2023 | 33 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.19% | 0.40% | 0.55% | Q1 2015 | Q4 2023 | 33 |
Tekla Capital Management LLC | 32 | 32 | 0.20% | 1.61% | 2.42% | Q3 2015 | Q2 2023 | 33 |
L. Roy Papp & Associates, LLP | 33 | 33 | 0.06% | 0.12% | 0.19% | Q3 2015 | Q3 2023 | 33 |
MARTINGALE ASSET MANAGEMENT L P | 31 | 2 | 0.01% | 0.51% | 1.01% | Q4 2014 | Q3 2023 | 33 |
American Assets Investment Management, LLC | 33 | 33 | 0.63% | 1.28% | 2.20% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.06% | 0.08% | 0.15% | Q3 2015 | Q3 2023 | 33 |
Hemenway Trust Co LLC | 21 | 12 | 0.02% | 0.35% | 1.44% | Q4 2014 | Q3 2023 | 33 |
JCIC Asset Management Inc. | 23 | 10 | 0.00% | 0.99% | 4.36% | Q1 2015 | Q3 2023 | 33 |
Rhenman & Partners Asset Management AB | 28 | 5 | 1.30% | 2.25% | 3.17% | Q2 2015 | Q3 2023 | 33 |
Cambridge Advisors Inc. | 33 | 33 | 0.17% | 0.30% | 0.51% | Q3 2015 | Q3 2023 | 33 |
PITTENGER & ANDERSON INC | 33 | 33 | 0.00% | 0.20% | 0.25% | Q2 2015 | Q2 2023 | 33 |
FIRST CITIZENS BANK & TRUST CO | 33 | 33 | 0.01% | 0.15% | 0.44% | Q1 2015 | Q1 2023 | 33 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 33 | 33 | 0.09% | 0.92% | 1.28% | Q1 2015 | Q1 2023 | 33 |
VICUS CAPITAL | 25 | 8 | 0.08% | 0.78% | 1.50% | Q1 2015 | Q3 2023 | 33 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 31 | 2 | 0.00% | 0.12% | 0.34% | Q1 2015 | Q3 2023 | 33 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 19 | 14 | 0.16% | 1.00% | 1.60% | Q2 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.02% | 0.09% | 0.18% | Q3 2015 | Q3 2023 | 33 |
TORONTO DOMINION BANK | 28 | 5 | 0.01% | 0.12% | 0.40% | Q1 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q4 2023 | 33 |
BAR HARBOR WEALTH MANAGEMENT | 31 | 2 | 0.02% | 0.12% | 0.66% | Q1 2015 | Q3 2023 | 33 |
MCRAE CAPITAL MANAGEMENT INC | 33 | 33 | 2.73% | 3.86% | 5.39% | Q1 2015 | Q1 2023 | 33 |
SSI INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2023 | 33 |
GAMBLE JONES INVESTMENT COUNSEL | 32 | 1 | 0.06% | 0.08% | 0.12% | Q3 2014 | Q4 2022 | 33 |
FACTORY MUTUAL INSURANCE CO | 25 | 1 | 0.23% | 0.78% | 1.67% | Q1 2015 | Q3 2023 | 33 |
LS Investment Advisors, LLC | 30 | 3 | 0.04% | 0.85% | 1.26% | Q1 2015 | Q3 2023 | 33 |
TCI Wealth Advisors, Inc. | 30 | 3 | 0.06% | 0.28% | 0.70% | Q2 2015 | Q3 2023 | 33 |
SECTORAL ASSET MANAGEMENT INC | 26 | 7 | 0.32% | 1.31% | 4.42% | Q1 2015 | Q3 2023 | 33 |
SECURITY ASSET MANAGEMENT | 33 | 33 | 0.20% | 0.75% | 2.58% | Q1 2015 | Q1 2023 | 33 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 33 | 33 | 0.22% | 0.32% | 0.42% | Q3 2015 | Q3 2023 | 33 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 33 | 33 | 0.05% | 0.06% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Cutter & CO Brokerage, Inc. | 33 | 33 | 0.87% | 1.21% | 1.57% | Q1 2015 | Q1 2023 | 33 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 33 | 33 | 0.07% | 0.29% | 0.45% | Q1 2015 | Q1 2023 | 33 |
COMMUNITY TRUST & INVESTMENT CO | 17 | 5 | 0.20% | 1.98% | 3.13% | Q1 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q2 2023 | 33 |
Horrell Capital Management, Inc. | 33 | 33 | 0.00% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 29 | 1 | 0.11% | 0.25% | 0.36% | Q1 2015 | Q3 2023 | 33 |
TSP Capital Management Group, LLC | 33 | 33 | 0.25% | 0.56% | 0.82% | Q1 2015 | Q1 2023 | 33 |
First City Capital Management, Inc. | 33 | 33 | 0.22% | 0.43% | 0.58% | Q3 2015 | Q3 2023 | 33 |
JOHNSON INVESTMENT COUNSEL INC | 33 | 33 | 0.05% | 0.95% | 2.28% | Q3 2015 | Q3 2023 | 33 |
COMPTON CAPITAL MANAGEMENT INC /RI | 33 | 33 | 0.66% | 1.19% | 2.72% | Q1 2015 | Q1 2023 | 33 |
J.P. Marvel Investment Advisors, LLC | 17 | 2 | 0.97% | 1.60% | 2.16% | Q4 2014 | Q3 2023 | 33 |
PARSONS CAPITAL MANAGEMENT INC/RI | 21 | 12 | 0.13% | 0.32% | 0.50% | Q2 2015 | Q3 2023 | 33 |
ADVISORY RESEARCH INC | 30 | 2 | 0.04% | 0.27% | 1.19% | Q4 2014 | Q3 2023 | 32 |
BLAIR WILLIAM & CO/IL | 32 | 32 | 0.03% | 0.19% | 0.31% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.21% | 0.44% | Q3 2015 | Q3 2023 | 32 |
GOFEN & GLOSSBERG LLC /IL/ | 32 | 32 | 0.02% | 0.04% | 0.09% | Q1 2015 | Q4 2022 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.08% | 0.26% | 0.48% | Q4 2015 | Q3 2023 | 32 |
Redmond Asset Management, LLC | 28 | 4 | 0.18% | 0.73% | 1.10% | Q1 2015 | Q3 2023 | 32 |
SUMMITRY LLC | 27 | 2 | 0.03% | 2.11% | 3.15% | Q1 2015 | Q3 2023 | 32 |
PGGM Investments | 25 | 2 | 0.04% | 0.57% | 1.44% | Q1 2015 | Q3 2023 | 32 |
CCM INVESTMENT ADVISERS LLC | 32 | 32 | 0.04% | 1.74% | 2.42% | Q4 2014 | Q3 2022 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Dynamic Advisor Solutions LLC | 32 | 32 | 0.08% | 0.11% | 0.21% | Q4 2015 | Q3 2023 | 32 |
GIRARD PARTNERS LTD. | 22 | 1 | 0.04% | 0.12% | 0.20% | Q2 2015 | Q3 2023 | 32 |
Hikari Tsushin, Inc. | 24 | 8 | 1.10% | 1.86% | 2.96% | Q3 2015 | Q3 2023 | 32 |
Private Harbour Investment Management & Counsel, LLC | 32 | 32 | 1.04% | 2.39% | 3.56% | Q1 2015 | Q4 2022 | 32 |
Ballentine Partners, LLC | 27 | 2 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 32 |
DUPONT CAPITAL MANAGEMENT CORP | 32 | 32 | 0.02% | 0.21% | 0.66% | Q1 2015 | Q4 2022 | 32 |
SALEM INVESTMENT COUNSELORS INC | 19 | 5 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 32 |
PEAK6 Group LLC | 14 | 14 | 0.00% | 0.07% | 0.21% | Q1 2015 | Q2 2018 | 32 |
Wellington Shields Capital Management, LLC | 29 | 3 | 0.01% | 0.07% | 0.15% | Q1 2015 | Q3 2023 | 32 |
BURKE & HERBERT BANK & TRUST CO | 31 | 1 | 0.14% | 0.38% | 0.88% | Q1 2015 | Q2 2023 | 32 |
Eliot Finkel Investment Counsel, LLC | 32 | 32 | 1.41% | 2.80% | 4.29% | Q4 2015 | Q3 2023 | 32 |
NIXON PEABODY TRUST CO | 32 | 32 | 1.23% | 1.64% | 2.40% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.53% | 0.64% | 0.78% | Q1 2016 | Q4 2023 | 32 |
First PREMIER Bank | 32 | 32 | 0.11% | 0.21% | 0.34% | Q4 2015 | Q3 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 0.19% | 0.52% | 0.88% | Q4 2015 | Q3 2023 | 32 |
Sequoia Financial Advisors, LLC | 32 | 32 | 0.04% | 0.14% | 0.41% | Q4 2015 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 32 |
MOGY JOEL R INVESTMENT COUNSEL INC | 32 | 32 | 0.03% | 0.19% | 0.66% | Q1 2015 | Q4 2022 | 32 |
BALDWIN BROTHERS LLC/MA | 25 | 3 | 0.00% | 1.10% | 2.02% | Q4 2014 | Q4 2023 | 32 |
MEEDER ASSET MANAGEMENT INC | 25 | 7 | 0.01% | 0.42% | 0.96% | Q3 2015 | Q3 2023 | 32 |
NORTHEAST INVESTMENT MANAGEMENT | 25 | 7 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q1 2023 | 32 |
ALETHEA CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.19% | 0.49% | 1.75% | Q4 2015 | Q3 2023 | 32 |
Stonebridge Capital Advisors LLC | 32 | 32 | 0.15% | 0.99% | 1.44% | Q4 2015 | Q3 2023 | 32 |
Hilltop Holdings Inc. | 22 | 1 | 0.05% | 0.12% | 0.25% | Q1 2015 | Q3 2023 | 32 |
FRG Family Wealth Advisors LLC | 32 | 32 | 0.34% | 0.70% | 1.04% | Q4 2015 | Q3 2023 | 32 |
Hudock, Inc. | 31 | 1 | 0.05% | 0.09% | 0.10% | Q1 2015 | Q2 2023 | 32 |
NORTHSTAR ASSET MANAGEMENT LLC | 32 | 32 | 0.21% | 0.56% | 1.09% | Q4 2015 | Q3 2023 | 32 |
Andra AP-fonden | 12 | 6 | 0.10% | 0.21% | 0.33% | Q1 2015 | Q3 2023 | 32 |
Bridge Creek Capital Management LLC | 32 | 32 | 1.15% | 1.54% | 1.85% | Q4 2015 | Q3 2023 | 32 |
DELTA CAPITAL MANAGEMENT LLC | 32 | 32 | 1.55% | 2.55% | 3.42% | Q4 2015 | Q3 2023 | 32 |
DIVIDEND ASSETS CAPITAL, LLC | 24 | 8 | 0.01% | 1.00% | 2.01% | Q1 2015 | Q3 2023 | 32 |
JNBA Financial Advisors | 32 | 32 | 0.06% | 0.69% | 1.50% | Q4 2015 | Q3 2023 | 32 |
Hedeker Wealth, LLC | 30 | 1 | 0.01% | 1.02% | 1.99% | Q2 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.08% | 0.20% | 0.35% | Q4 2015 | Q3 2023 | 32 |
EVERENCE CAPITAL MANAGEMENT INC | 19 | 6 | 0.02% | 0.46% | 0.92% | Q2 2015 | Q3 2023 | 31 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 31 | 31 | 0.98% | 2.02% | 3.45% | Q1 2016 | Q3 2023 | 31 |
Exchange Capital Management, Inc. | 30 | 1 | 0.00% | 0.52% | 1.22% | Q1 2015 | Q3 2023 | 31 |
SIT INVESTMENT ASSOCIATES INC | 20 | 11 | 0.24% | 0.91% | 2.50% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 31 |
Vigilant Capital Management, LLC | 31 | 31 | 0.02% | 0.26% | 1.62% | Q4 2015 | Q2 2023 | 31 |
F&V Capital Management, LLC | 31 | 31 | 1.99% | 3.21% | 4.65% | Q1 2016 | Q3 2023 | 31 |
Stanley-Laman Group, Ltd. | 26 | 2 | 0.04% | 0.27% | 0.76% | Q2 2015 | Q3 2023 | 31 |
Clarkston Capital Partners, LLC | 18 | 13 | 0.21% | 0.40% | 1.09% | Q1 2015 | Q3 2023 | 31 |
COLRAIN CAPITAL LLC | 31 | 31 | 0.85% | 2.78% | 3.41% | Q1 2015 | Q3 2022 | 31 |
Avidian Wealth Solutions, LLC | 28 | 1 | 0.07% | 0.23% | 0.51% | Q2 2015 | Q3 2023 | 31 |
Prospera Financial Services Inc | 31 | 31 | 0.05% | 0.29% | 0.88% | Q1 2016 | Q3 2023 | 31 |
Freestone Capital Holdings, LLC | 27 | 4 | 0.01% | 0.15% | 0.45% | Q4 2015 | Q3 2023 | 31 |
NWAM LLC | 16 | 1 | 0.01% | 0.06% | 0.13% | Q1 2015 | Q3 2023 | 31 |
1834 INVESTMENT ADVISORS CO | 31 | 31 | 0.01% | 0.27% | 0.93% | Q4 2014 | Q2 2022 | 31 |
SOL Capital Management CO | 31 | 31 | 0.05% | 0.12% | 0.25% | Q1 2015 | Q3 2022 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 31 |
INTEGRAL DERIVATIVES, LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q1 2018 | 31 |
Simmons Bank | 31 | 31 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
BARINGS LLC | 31 | 31 | 0.01% | 0.08% | 0.33% | Q1 2015 | Q3 2022 | 31 |
BANK OF NOVA SCOTIA TRUST CO | 25 | 6 | 0.06% | 0.84% | 1.40% | Q1 2015 | Q3 2023 | 31 |
Family Management Corp | 19 | 12 | 0.08% | 1.38% | 3.81% | Q2 2015 | Q3 2023 | 31 |
BRIGHTON JONES LLC | 26 | 5 | 0.02% | 0.05% | 0.09% | Q3 2015 | Q3 2023 | 31 |
KING LUTHER CAPITAL MANAGEMENT CORP | 31 | 31 | 0.05% | 0.45% | 1.53% | Q1 2016 | Q3 2023 | 31 |
DOWLING & YAHNKE LLC | 31 | 31 | 0.13% | 0.24% | 0.45% | Q1 2015 | Q3 2022 | 31 |
COMERICA BANK | 31 | 31 | 0.18% | 0.27% | 0.40% | Q2 2015 | Q4 2022 | 31 |
WELCH & FORBES LLC | 21 | 1 | 0.13% | 0.26% | 0.40% | Q1 2015 | Q3 2023 | 31 |
Strategic Financial Services, Inc, | 31 | 31 | 0.14% | 0.63% | 1.10% | Q1 2015 | Q3 2022 | 31 |
TD ASSET MANAGEMENT INC | 31 | 31 | 0.09% | 0.23% | 0.53% | Q1 2016 | Q3 2023 | 31 |
VESTOR CAPITAL, LLC | 19 | 12 | 0.01% | 1.95% | 3.71% | Q3 2015 | Q2 2023 | 31 |
Glassman Wealth Services | 31 | 31 | 0.04% | 0.10% | 0.16% | Q2 2015 | Q4 2022 | 31 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.10% | 0.30% | Q1 2015 | Q3 2023 | 31 |
Cetera Investment Advisers | 25 | 25 | 0.00% | 0.10% | 0.24% | Q3 2017 | Q3 2023 | 31 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.14% | 1.33% | 3.46% | Q1 2016 | Q3 2023 | 31 |
Bison Wealth, LLC | 30 | 1 | 0.09% | 0.23% | 0.44% | Q1 2015 | Q3 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.18% | 0.32% | 0.43% | Q1 2016 | Q3 2023 | 31 |
Gotham Asset Management, LLC | 27 | 1 | 0.00% | 0.36% | 0.92% | Q1 2015 | Q3 2023 | 31 |
DekaBank Deutsche Girozentrale | 16 | 6 | 0.34% | 0.61% | 0.86% | Q1 2015 | Q3 2023 | 31 |
EATON VANCE MANAGEMENT | 31 | 31 | 0.13% | 0.48% | 1.28% | Q1 2015 | Q3 2022 | 31 |
FIRST MERCHANTS CORP | 31 | 31 | 0.17% | 0.50% | 0.82% | Q1 2015 | Q3 2022 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.06% | 0.14% | 0.25% | Q1 2016 | Q3 2023 | 31 |
VALICENTI ADVISORY SERVICES INC | 31 | 31 | 0.50% | 2.25% | 3.64% | Q1 2016 | Q3 2023 | 31 |
LOOMIS SAYLES & CO L P | 24 | 7 | 0.00% | 0.08% | 0.22% | Q1 2015 | Q3 2023 | 31 |
MUFG Americas Holdings Corp | 31 | 31 | 0.34% | 0.52% | 0.64% | Q1 2015 | Q3 2022 | 31 |
Motley Fool Asset Management LLC | 12 | 9 | 0.87% | 1.77% | 3.27% | Q3 2015 | Q3 2023 | 31 |
Pointe Capital Management LLC | 27 | 2 | 0.19% | 0.41% | 0.61% | Q1 2015 | Q3 2023 | 31 |
CONDOR CAPITAL MANAGEMENT | 31 | 31 | 0.19% | 0.28% | 0.36% | Q1 2015 | Q3 2022 | 31 |
LOGAN CAPITAL MANAGEMENT INC | 19 | 6 | 0.02% | 0.23% | 0.52% | Q4 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.10% | 0.34% | Q1 2016 | Q3 2023 | 31 |
NORGES BANK | 30 | 1 | 0.26% | 0.38% | 0.48% | Q1 2015 | Q4 2022 | 31 |
Compagnie Lombard Odier SCmA | 31 | 31 | 0.08% | 0.34% | 0.56% | Q1 2016 | Q3 2023 | 31 |
Perigon Wealth Management, LLC | 15 | 1 | 0.01% | 0.05% | 0.11% | Q3 2011 | Q3 2023 | 30 |
Bellevue Group AG | 30 | 30 | 0.42% | 1.81% | 4.61% | Q2 2016 | Q3 2023 | 30 |
ALERUS FINANCIAL NA | 30 | 30 | 0.42% | 0.74% | 0.97% | Q2 2016 | Q3 2023 | 30 |
GAM Holding AG | 24 | 6 | 0.03% | 0.58% | 1.21% | Q3 2015 | Q3 2023 | 30 |
Thomasville National Bank | 27 | 1 | 0.02% | 0.15% | 0.87% | Q1 2015 | Q3 2023 | 30 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 12 | 0.00% | 0.09% | 0.28% | Q1 2015 | Q3 2023 | 30 |
ADVISOR PARTNERS LLC | 30 | 30 | 0.16% | 0.38% | 0.66% | Q1 2015 | Q2 2022 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.01% | 0.28% | 0.68% | Q2 2016 | Q3 2023 | 30 |
Proficio Capital Partners LLC | 15 | 15 | 0.03% | 0.07% | 0.13% | Q4 2015 | Q2 2023 | 30 |
MCDANIEL TERRY & CO | 30 | 30 | 0.07% | 0.10% | 0.18% | Q2 2016 | Q3 2023 | 30 |
COHEN & STEERS, INC. | 21 | 9 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 30 |
Calamos Wealth Management LLC | 30 | 30 | 0.05% | 0.25% | 0.71% | Q2 2016 | Q3 2023 | 30 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.19% | 0.58% | 1.89% | Q1 2015 | Q3 2023 | 30 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.36% | 0.49% | 0.65% | Q2 2016 | Q3 2023 | 30 |
PITCAIRN CO | 24 | 6 | 0.02% | 0.09% | 0.21% | Q3 2015 | Q3 2023 | 30 |
BAILARD, INC. | 30 | 30 | 0.21% | 0.37% | 0.53% | Q2 2016 | Q3 2023 | 30 |
WRAPMANAGER INC | 26 | 4 | 0.07% | 0.15% | 0.20% | Q4 2015 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.02% | 0.13% | 0.28% | Q2 2016 | Q3 2023 | 30 |
Frontier Wealth Management LLC | 30 | 30 | 0.07% | 0.42% | 0.76% | Q1 2015 | Q2 2022 | 30 |
YHB Investment Advisors, Inc. | 30 | 30 | 0.05% | 0.19% | 0.36% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.02% | 0.11% | 0.23% | Q2 2016 | Q3 2023 | 30 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8 | 6 | 0.00% | 0.04% | 0.51% | Q1 2015 | Q3 2018 | 30 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 30 | 30 | 0.06% | 0.35% | 0.47% | Q1 2015 | Q2 2022 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.07% | 0.20% | 0.48% | Q2 2016 | Q3 2023 | 30 |
Citizens Business Bank | 30 | 30 | 0.06% | 0.18% | 0.33% | Q1 2015 | Q2 2022 | 30 |
REGENTATLANTIC CAPITAL LLC | 30 | 30 | 0.04% | 0.19% | 0.46% | Q2 2015 | Q3 2022 | 30 |
Janney Capital Management LLC | 22 | 8 | 0.01% | 0.40% | 1.16% | Q1 2015 | Q3 2023 | 30 |
ZACKS INVESTMENT MANAGEMENT | 22 | 8 | 0.13% | 0.70% | 1.09% | Q1 2015 | Q3 2023 | 30 |
TWIN CAPITAL MANAGEMENT INC | 14 | 2 | 0.02% | 0.21% | 0.53% | Q4 2014 | Q3 2023 | 30 |
Balentine LLC | 14 | 5 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q3 2023 | 30 |
WMS Partners, LLC | 23 | 2 | 0.02% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.12% | 0.51% | 0.90% | Q1 2016 | Q2 2023 | 30 |
WealthPLAN Partners, LLC | 21 | 1 | 0.00% | 0.61% | 1.23% | Q1 2015 | Q3 2023 | 30 |
ALLSTATE CORP | 20 | 10 | 0.02% | 0.20% | 0.61% | Q1 2015 | Q3 2023 | 30 |
MURPHY CAPITAL MANAGEMENT INC | 30 | 30 | 0.03% | 0.06% | 0.16% | Q1 2015 | Q2 2022 | 30 |
Winch Advisory Services, LLC | 29 | 1 | 0.01% | 0.35% | 2.38% | Q1 2016 | Q3 2023 | 30 |
HM PAYSON & CO | 20 | 1 | 0.04% | 0.29% | 1.08% | Q1 2015 | Q3 2023 | 29 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 29 | 29 | 0.17% | 0.27% | 0.36% | Q1 2015 | Q1 2022 | 29 |
TRUSTCO BANK CORP N Y | 19 | 1 | 0.96% | 1.39% | 1.87% | Q1 2015 | Q3 2023 | 29 |
Ally Financial Inc. | 15 | 2 | 0.13% | 0.48% | 0.73% | Q2 2015 | Q3 2023 | 29 |
ACG Wealth | 22 | 3 | 0.03% | 0.05% | 0.10% | Q1 2015 | Q3 2022 | 29 |
AMERICAN NATIONAL INSURANCE CO | 29 | 29 | 0.19% | 0.34% | 0.43% | Q1 2015 | Q1 2022 | 29 |
CLARK ESTATES INC/NY | 22 | 7 | 0.24% | 3.31% | 6.56% | Q1 2015 | Q3 2023 | 29 |
NICHOLAS COMPANY, INC. | 29 | 29 | 0.17% | 1.17% | 1.46% | Q3 2016 | Q3 2023 | 29 |
CLEAR STREET MARKETS LLC | 11 | 1 | 0.00% | 0.09% | 0.52% | Q1 2015 | Q2 2023 | 29 |
Bell Bank | 27 | 2 | 0.03% | 0.14% | 0.38% | Q1 2015 | Q3 2022 | 29 |
FORT PITT CAPITAL GROUP, LLC | 29 | 29 | 1.96% | 3.00% | 3.83% | Q4 2015 | Q4 2022 | 29 |
Vident Investment Advisory, LLC | 24 | 5 | 0.01% | 0.11% | 0.27% | Q2 2015 | Q2 2023 | 29 |
EAGLE ASSET MANAGEMENT INC | 29 | 29 | 0.08% | 0.42% | 0.84% | Q3 2016 | Q3 2023 | 29 |
GUYASUTA INVESTMENT ADVISORS INC | 29 | 29 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 29 |
NorthRock Partners, LLC | 17 | 4 | 0.03% | 0.09% | 0.31% | Q1 2015 | Q3 2023 | 29 |
ACADIAN ASSET MANAGEMENT LLC | 27 | 2 | 0.00% | 0.12% | 0.71% | Q1 2015 | Q3 2023 | 29 |
HANCOCK WHITNEY CORP | 21 | 8 | 0.09% | 0.66% | 1.04% | Q1 2015 | Q3 2023 | 29 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 28 | 1 | 0.01% | 0.06% | 0.13% | Q2 2016 | Q3 2023 | 29 |
Azimuth Capital Management LLC | 29 | 29 | 0.02% | 0.30% | 1.00% | Q1 2015 | Q1 2022 | 29 |
WESTWOOD HOLDINGS GROUP INC | 23 | 1 | 0.00% | 0.65% | 1.31% | Q2 2015 | Q3 2023 | 29 |
American National Registered Investment Advisor, Inc. | 29 | 29 | 0.18% | 0.26% | 0.40% | Q1 2015 | Q1 2022 | 29 |
People's United Financial, Inc. | 29 | 29 | 0.06% | 0.45% | 1.00% | Q1 2015 | Q1 2022 | 29 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 1 | 0.03% | 0.14% | 0.31% | Q1 2015 | Q3 2022 | 29 |
Brandywine Global Investment Management, LLC | 18 | 4 | 0.00% | 0.22% | 0.45% | Q1 2015 | Q3 2023 | 29 |
AGF INVESTMENTS INC. | 29 | 29 | 0.01% | 0.14% | 0.92% | Q1 2015 | Q1 2022 | 29 |
NTV ASSET MANAGEMENT LLC | 29 | 29 | 0.24% | 0.44% | 0.70% | Q3 2016 | Q3 2023 | 29 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 29 |
IBM Retirement Fund | 29 | 29 | 0.29% | 0.47% | 0.62% | Q1 2015 | Q1 2022 | 29 |
CHEMUNG CANAL TRUST CO | 26 | 3 | 0.05% | 1.14% | 2.33% | Q1 2015 | Q4 2023 | 29 |
Supplemental Annuity Collective Trust of NJ | 17 | 12 | 0.31% | 0.55% | 0.74% | Q1 2015 | Q3 2023 | 29 |
WestEnd Advisors, LLC | 29 | 29 | 0.88% | 2.58% | 4.87% | Q3 2016 | Q3 2023 | 29 |
PARK AVENUE SECURITIES LLC | 26 | 3 | 0.04% | 0.09% | 0.18% | Q2 2016 | Q3 2023 | 29 |
Lido Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 29 |
TWO SIGMA ADVISERS, LP | 29 | 29 | 0.00% | 0.46% | 1.16% | Q3 2016 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.51% | 1.09% | 1.92% | Q3 2016 | Q3 2023 | 29 |
Maple Capital Management, Inc. | 27 | 1 | 0.03% | 1.06% | 2.05% | Q4 2014 | Q3 2023 | 29 |
Glenview Trust Co | 28 | 1 | 0.14% | 0.58% | 1.08% | Q4 2015 | Q3 2023 | 29 |
LINCOLN NATIONAL CORP | 27 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 29 |
AMALGAMATED BANK | 21 | 1 | 0.23% | 0.35% | 0.45% | Q1 2015 | Q3 2023 | 29 |
Connor, Clark & Lunn Investment Management Ltd. | 14 | 2 | 0.00% | 0.09% | 0.36% | Q2 2015 | Q3 2023 | 29 |
WINTON GROUP Ltd | 20 | 1 | 0.01% | 0.10% | 0.45% | Q1 2015 | Q2 2023 | 29 |
Legal & General Group Plc | 28 | 28 | 0.27% | 0.41% | 0.52% | Q4 2016 | Q3 2023 | 28 |
NewSquare Capital LLC | 12 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q2 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.25% | 0.34% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Capital Research Global Investors | 28 | 28 | 0.14% | 0.48% | 0.87% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.07% | 0.17% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Alley Co LLC | 28 | 28 | 1.18% | 1.66% | 2.11% | Q1 2015 | Q4 2021 | 28 |
Copeland Capital Management, LLC | 28 | 28 | 0.16% | 0.38% | 1.38% | Q1 2015 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
FIRST QUADRANT LLC/CA | 28 | 28 | 0.01% | 0.06% | 0.42% | Q1 2015 | Q4 2021 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.08% | 0.20% | 0.31% | Q4 2016 | Q3 2023 | 28 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 18 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 28 |
BECKER CAPITAL MANAGEMENT INC | 23 | 1 | 0.01% | 0.60% | 1.35% | Q1 2015 | Q3 2023 | 28 |
GUARDIAN CAPITAL LP | 28 | 28 | 0.11% | 0.16% | 0.23% | Q1 2015 | Q4 2021 | 28 |
INTACT INVESTMENT MANAGEMENT INC. | 28 | 28 | 0.03% | 0.17% | 0.39% | Q4 2015 | Q3 2022 | 28 |
Barrett Asset Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2021 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.09% | 0.15% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Ipswich Investment Management Co., Inc. | 21 | 3 | 0.06% | 0.11% | 0.15% | Q4 2015 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.11% | 0.17% | 0.22% | Q1 2015 | Q4 2021 | 28 |
BOOTHBAY FUND MANAGEMENT, LLC | 14 | 1 | 0.01% | 0.13% | 0.39% | Q1 2016 | Q3 2023 | 28 |
Round Hill Asset Management | 28 | 28 | 2.83% | 3.50% | 4.10% | Q4 2016 | Q3 2023 | 28 |
GRIFFIN ASSET MANAGEMENT, INC. | 26 | 2 | 0.17% | 0.60% | 1.07% | Q3 2015 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.03% | 0.24% | 0.42% | Q4 2016 | Q3 2023 | 28 |
LORD, ABBETT & CO. LLC | 28 | 28 | 0.11% | 0.41% | 0.81% | Q1 2015 | Q4 2021 | 28 |
Perennial Advisors, LLC | 28 | 28 | 1.24% | 1.79% | 2.29% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.02% | 0.26% | 0.67% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.11% | 0.35% | 0.55% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.02% | 0.40% | 1.10% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.04% | 0.10% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.07% | 0.12% | 0.17% | Q4 2016 | Q3 2023 | 28 |
LCNB CORP | 28 | 28 | 0.21% | 0.29% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.08% | 0.24% | 0.67% | Q4 2016 | Q3 2023 | 28 |
FIRST MIDWEST BANK TRUST DIVISION | 28 | 28 | 0.06% | 0.13% | 0.33% | Q1 2015 | Q4 2021 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 0.67% | 0.98% | 1.35% | Q4 2016 | Q3 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.06% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Lombard Odier Asset Management (Switzerland) SA | 13 | 1 | 0.03% | 1.02% | 4.12% | Q1 2015 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.24% | 0.38% | 0.53% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.26% | 0.45% | 0.80% | Q4 2016 | Q3 2023 | 28 |
MAR VISTA INVESTMENT PARTNERS LLC | 28 | 28 | 0.06% | 0.15% | 0.30% | Q3 2016 | Q2 2023 | 28 |
Cubic Asset Management, LLC | 28 | 28 | 0.54% | 1.26% | 1.82% | Q4 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.29% | 0.68% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 28 | 28 | 0.03% | 0.18% | 0.61% | Q1 2015 | Q4 2021 | 28 |
Transamerica Financial Advisors, Inc. | 16 | 1 | 0.01% | 0.06% | 0.11% | Q1 2015 | Q3 2023 | 28 |
VAN ECK ASSOCIATES CORP | 28 | 28 | 0.05% | 0.32% | 0.62% | Q4 2016 | Q3 2023 | 28 |
HOWE & RUSLING INC | 28 | 28 | 0.00% | 0.52% | 1.52% | Q4 2015 | Q3 2022 | 28 |
TDAM USA INC. | 28 | 28 | 0.13% | 0.54% | 1.04% | Q1 2015 | Q4 2021 | 28 |
Ridgewood Investments LLC | 28 | 28 | 0.21% | 0.41% | 0.80% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q4 2022 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 0.15% | 0.43% | 0.94% | Q4 2016 | Q3 2023 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 20 | 1 | 0.06% | 0.43% | 0.73% | Q1 2015 | Q3 2023 | 28 |
First Washington CORP | 28 | 28 | 1.29% | 1.92% | 2.48% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.55% | 0.81% | 1.94% | Q4 2016 | Q3 2023 | 28 |
Motley Fool Wealth Management, LLC | 28 | 28 | 0.51% | 0.93% | 1.36% | Q2 2015 | Q1 2022 | 28 |
Diversified Trust Co | 28 | 28 | 0.05% | 0.43% | 0.81% | Q1 2017 | Q4 2023 | 28 |
HBK Sorce Advisory LLC | 27 | 1 | 0.04% | 0.08% | 0.15% | Q3 2016 | Q3 2023 | 28 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 22 | 6 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2022 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Radnor Capital Management, LLC | 28 | 28 | 0.10% | 0.28% | 0.73% | Q4 2016 | Q3 2023 | 28 |
Archford Capital Strategies, LLC | 18 | 10 | 0.02% | 0.31% | 0.73% | Q1 2015 | Q1 2022 | 28 |
PEOPLES BANK /OH | 22 | 1 | 0.12% | 0.17% | 0.22% | Q4 2015 | Q3 2023 | 27 |
Edge Wealth Management LLC | 27 | 27 | 0.14% | 0.50% | 1.08% | Q3 2015 | Q1 2022 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q2 2023 | 27 |
BCWM, LLC | 27 | 27 | 1.45% | 2.39% | 3.30% | Q1 2017 | Q3 2023 | 27 |
SECURITY NATIONAL TRUST CO | 27 | 27 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2021 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Brinker Capital Investments, LLC | 11 | 1 | 0.00% | 0.05% | 0.23% | Q1 2015 | Q4 2022 | 27 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 20 | 7 | 0.02% | 0.09% | 0.31% | Q1 2015 | Q3 2023 | 27 |
New England Research & Management, Inc. | 20 | 3 | 0.52% | 0.72% | 1.01% | Q1 2015 | Q3 2023 | 27 |
Fiduciary Group LLC | 27 | 27 | 0.19% | 0.63% | 0.92% | Q1 2017 | Q3 2023 | 27 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 6 | 0.14% | 0.28% | 0.46% | Q4 2016 | Q3 2023 | 27 |
AMP Capital Investors Ltd | 27 | 27 | 0.26% | 0.32% | 0.40% | Q1 2015 | Q3 2021 | 27 |
Cascade Investment Advisors, Inc. | 26 | 1 | 0.00% | 0.88% | 1.25% | Q2 2016 | Q3 2023 | 27 |
BANK OF HAWAII | 20 | 7 | 0.02% | 0.08% | 0.24% | Q1 2015 | Q3 2023 | 27 |
First Bank & Trust | 23 | 4 | 0.01% | 0.07% | 0.40% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.36% | 0.74% | Q1 2017 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q2 2023 | 27 |
NewEdge Advisors, LLC | 26 | 1 | 0.04% | 0.09% | 0.25% | Q3 2016 | Q3 2023 | 27 |
Chicago Partners Investment Group LLC | 17 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 27 |
Waldron Private Wealth LLC | 25 | 1 | 0.02% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.06% | 0.12% | 0.20% | Q1 2017 | Q3 2023 | 27 |
Focused Wealth Management, Inc | 16 | 11 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 27 |
Kingsview Wealth Management, LLC | 17 | 6 | 0.00% | 0.37% | 0.72% | Q4 2017 | Q3 2023 | 27 |
WEALTHSOURCE PARTNERS, LLC | 18 | 9 | 0.03% | 0.09% | 0.18% | Q1 2016 | Q1 2023 | 27 |
EXENCIAL WEALTH ADVISORS, LLC | 27 | 27 | 0.01% | 0.19% | 0.78% | Q1 2017 | Q3 2023 | 27 |
Cerity Partners LLC | 27 | 27 | 0.02% | 0.13% | 0.29% | Q1 2017 | Q3 2023 | 27 |
PALLADIUM PARTNERS LLC | 19 | 8 | 0.02% | 0.33% | 0.84% | Q1 2015 | Q1 2022 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.03% | 0.26% | 0.41% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.03% | 0.10% | 0.18% | Q4 2016 | Q3 2023 | 27 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 14 | 2 | 0.04% | 0.79% | 1.82% | Q1 2015 | Q2 2023 | 27 |
Homrich & Berg | 27 | 27 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q3 2021 | 27 |
Argent Trust Co | 22 | 1 | 0.07% | 0.25% | 0.45% | Q2 2015 | Q3 2023 | 27 |
CAPE COD FIVE CENTS SAVINGS BANK | 24 | 1 | 0.02% | 0.07% | 0.28% | Q1 2015 | Q3 2023 | 27 |
FARR MILLER & WASHINGTON LLC/DC | 27 | 27 | 1.93% | 2.43% | 3.08% | Q1 2015 | Q3 2021 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.05% | 0.14% | 0.19% | Q1 2017 | Q3 2023 | 27 |
TOTH FINANCIAL ADVISORY CORP | 27 | 27 | 0.69% | 1.11% | 1.63% | Q1 2017 | Q3 2023 | 27 |
World Asset Management Inc | 27 | 27 | 0.31% | 0.42% | 0.50% | Q1 2015 | Q3 2021 | 27 |
GREENLEAF TRUST | 25 | 2 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 27 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q4 2021 | 27 |
TELEMUS CAPITAL, LLC | 24 | 1 | 0.02% | 0.12% | 0.24% | Q2 2016 | Q3 2023 | 27 |
Stillwater Capital Advisors, LLC | 26 | 26 | 1.72% | 2.48% | 3.06% | Q1 2016 | Q2 2022 | 26 |
PHYSICIANS FINANCIAL SERVICES, INC. | 26 | 26 | 0.12% | 0.25% | 0.40% | Q4 2015 | Q1 2022 | 26 |
Snowden Capital Advisors LLC | 18 | 8 | 0.04% | 0.11% | 0.16% | Q1 2017 | Q3 2023 | 26 |
ZEKE CAPITAL ADVISORS, LLC | 26 | 26 | 0.02% | 0.24% | 0.56% | Q3 2016 | Q4 2022 | 26 |
USCA RIA LLC | 26 | 26 | 0.11% | 0.28% | 0.46% | Q1 2015 | Q2 2021 | 26 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.48% | 0.87% | Q1 2015 | Q3 2023 | 26 |
HighPoint Advisor Group LLC | 25 | 1 | 0.08% | 0.22% | 0.92% | Q3 2015 | Q2 2022 | 26 |
SUN LIFE FINANCIAL INC | 26 | 26 | 0.00% | 0.19% | 0.40% | Q4 2016 | Q1 2023 | 26 |
Bragg Financial Advisors, Inc | 26 | 26 | 0.02% | 0.14% | 0.80% | Q1 2015 | Q2 2021 | 26 |
QS Investors, LLC | 26 | 26 | 0.05% | 0.08% | 0.14% | Q1 2015 | Q2 2021 | 26 |
MARSHALL WACE, LLP | 13 | 1 | 0.00% | 0.28% | 1.22% | Q4 2014 | Q3 2023 | 26 |
GOULD ASSET MANAGEMENT LLC /CA/ | 26 | 26 | 0.33% | 0.41% | 0.52% | Q1 2015 | Q2 2021 | 26 |
MARKSTON INTERNATIONAL LLC | 26 | 26 | 0.92% | 1.73% | 2.09% | Q3 2015 | Q4 2021 | 26 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 26 | 26 | 0.70% | 0.86% | 1.16% | Q4 2014 | Q1 2021 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.06% | 0.12% | 0.18% | Q4 2016 | Q1 2023 | 26 |
Northside Capital Management, LLC | 17 | 9 | 0.08% | 0.42% | 2.37% | Q1 2015 | Q3 2023 | 26 |
GLENVIEW STATE BANK TRUST DEPT. | 26 | 26 | 0.18% | 0.32% | 0.44% | Q1 2015 | Q2 2021 | 26 |
SKBA CAPITAL MANAGEMENT LLC | 26 | 26 | 0.04% | 1.75% | 2.65% | Q2 2017 | Q3 2023 | 26 |
Roundview Capital LLC | 21 | 5 | 0.05% | 0.16% | 0.31% | Q4 2016 | Q3 2023 | 26 |
Simplicity Solutions, LLC | 24 | 1 | 0.02% | 0.13% | 0.40% | Q4 2015 | Q3 2023 | 26 |
DONALDSON CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.14% | 2.15% | 2.63% | Q2 2017 | Q3 2023 | 26 |
BANK OF STOCKTON | 26 | 26 | 0.10% | 0.30% | 0.40% | Q2 2017 | Q3 2023 | 26 |
CADENCE BANK NA | 14 | 1 | 0.11% | 0.16% | 0.21% | Q1 2015 | Q2 2022 | 26 |
PATTEN & PATTEN INC/TN | 24 | 2 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 26 |
PRIO WEALTH LIMITED PARTNERSHIP | 20 | 2 | 0.01% | 0.06% | 0.66% | Q1 2015 | Q3 2023 | 26 |
COUNTRY TRUST BANK | 16 | 1 | 0.00% | 0.44% | 1.28% | Q1 2015 | Q4 2023 | 26 |
Diligent Investors, LLC | 26 | 26 | 0.22% | 0.40% | 0.58% | Q2 2017 | Q3 2023 | 26 |
DOLIVER ADVISORS, LP | 26 | 26 | 0.10% | 0.29% | 0.52% | Q3 2017 | Q4 2023 | 26 |
BADGLEY PHELPS & BELL INC | 26 | 26 | 0.49% | 0.83% | 1.08% | Q1 2015 | Q2 2021 | 26 |
KNOTT DAVID M | 26 | 26 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2021 | 26 |
BRIDGES INVESTMENT MANAGEMENT INC | 22 | 4 | 0.01% | 0.06% | 0.15% | Q1 2015 | Q4 2022 | 26 |
PineBridge Investments, L.P. | 26 | 26 | 0.14% | 0.41% | 0.68% | Q1 2015 | Q2 2021 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
ARMSTRONG HENRY H ASSOCIATES INC | 26 | 26 | 1.54% | 2.79% | 3.82% | Q2 2017 | Q3 2023 | 26 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 26 | 26 | 0.08% | 0.39% | 2.00% | Q4 2014 | Q1 2021 | 26 |
Montecito Bank & Trust | 20 | 1 | 0.06% | 0.18% | 0.60% | Q1 2015 | Q4 2023 | 26 |
Valtinson Bruner Financial Planning LLC | 20 | 20 | 0.00% | 1.49% | 3.19% | Q4 2018 | Q3 2023 | 26 |
PERKINS CAPITAL MANAGEMENT INC | 13 | 2 | 0.18% | 0.39% | 1.10% | Q1 2015 | Q3 2023 | 26 |
CAPITAL INSIGHT PARTNERS, LLC | 26 | 26 | 0.61% | 1.16% | 1.96% | Q1 2017 | Q2 2023 | 26 |
BP PLC | 26 | 26 | 0.27% | 0.55% | 0.87% | Q1 2015 | Q2 2021 | 26 |
FIL Ltd | 26 | 26 | 0.00% | 0.18% | 0.56% | Q1 2015 | Q2 2021 | 26 |
Magnetar Financial LLC | 22 | 1 | 0.01% | 0.40% | 2.64% | Q3 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.36% | 0.73% | 1.01% | Q3 2016 | Q3 2023 | 26 |
FIRST MERCANTILE TRUST CO | 22 | 4 | 0.03% | 0.34% | 0.79% | Q1 2015 | Q3 2021 | 26 |
JENSEN INVESTMENT MANAGEMENT INC | 26 | 26 | 0.00% | 1.06% | 5.14% | Q2 2014 | Q3 2020 | 26 |
NORTHSTAR INVESTMENT ADVISORS LLC | 26 | 26 | 1.48% | 1.75% | 2.16% | Q1 2015 | Q2 2021 | 26 |
WESTPAC BANKING CORP | 11 | 1 | 0.01% | 0.22% | 0.79% | Q1 2015 | Q1 2023 | 26 |
Legacy Private Trust Co. | 14 | 2 | 0.02% | 0.05% | 0.21% | Q1 2015 | Q4 2022 | 26 |
Man Group plc | 23 | 23 | 0.00% | 0.29% | 0.92% | Q1 2018 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.16% | 0.58% | Q3 2017 | Q3 2023 | 25 |
Nelson Capital Management, LLC | 25 | 25 | 0.00% | 1.43% | 2.58% | Q3 2017 | Q3 2023 | 25 |
ATALANTA SOSNOFF CAPITAL, LLC | 15 | 3 | 0.16% | 1.40% | 2.22% | Q1 2015 | Q3 2023 | 25 |
Wills Financial Group, Inc. | 22 | 1 | 0.30% | 0.87% | 1.46% | Q1 2015 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.06% | 0.17% | 0.39% | Q4 2016 | Q4 2022 | 25 |
Norway Savings Bank | 25 | 25 | 0.04% | 0.08% | 0.12% | Q4 2016 | Q4 2022 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.16% | 0.62% | 0.95% | Q3 2016 | Q3 2022 | 25 |
SNYDER CAPITAL MANAGEMENT L P | 25 | 25 | 0.09% | 0.20% | 0.46% | Q3 2015 | Q3 2021 | 25 |
AustralianSuper Pty Ltd | 24 | 1 | 0.04% | 0.52% | 2.67% | Q1 2017 | Q3 2023 | 25 |
Fortis Advisors, LLC | 13 | 12 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 25 |
Cribstone Capital Management, LLC | 18 | 7 | 0.02% | 0.28% | 0.52% | Q2 2016 | Q4 2022 | 25 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 21 | 4 | 0.18% | 0.45% | 0.66% | Q1 2015 | Q4 2023 | 25 |
Venturi Wealth Management, LLC | 8 | 3 | 0.00% | 0.19% | 0.73% | Q4 2015 | Q3 2023 | 25 |
PROSPECTOR PARTNERS LLC | 25 | 25 | 0.68% | 1.38% | 2.05% | Q3 2017 | Q3 2023 | 25 |
EXANE DERIVATIVES | 19 | 1 | 0.00% | 0.05% | 0.24% | Q1 2015 | Q2 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
AMUNDI ASSET MANAGEMENT US, INC. | 25 | 25 | 0.53% | 0.98% | 1.56% | Q1 2015 | Q1 2021 | 25 |
HALL CAPITAL MANAGEMENT CO INC | 15 | 10 | 0.20% | 0.35% | 0.49% | Q2 2017 | Q3 2023 | 25 |
THORNBURG INVESTMENT MANAGEMENT INC | 22 | 3 | 0.09% | 0.47% | 1.19% | Q3 2015 | Q3 2023 | 25 |
GREENWOOD CAPITAL ASSOCIATES LLC | 14 | 11 | 0.02% | 0.55% | 1.18% | Q4 2014 | Q3 2023 | 25 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 25 | 25 | 0.21% | 0.38% | 0.51% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 25 |
DEARBORN PARTNERS LLC | 18 | 2 | 0.02% | 0.12% | 0.34% | Q4 2014 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.03% | 0.26% | 0.41% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.19% | 0.47% | 0.74% | Q3 2017 | Q3 2023 | 25 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 11 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q3 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.06% | 0.11% | 0.15% | Q3 2017 | Q3 2023 | 25 |
First Eagle Investment Management, LLC | 13 | 12 | 0.00% | 0.23% | 1.24% | Q1 2015 | Q3 2023 | 25 |
Kovack Advisors, Inc. | 24 | 1 | 0.06% | 0.11% | 0.24% | Q2 2017 | Q3 2023 | 25 |
M Holdings Securities, Inc. | 17 | 1 | 0.06% | 0.21% | 0.57% | Q1 2015 | Q2 2023 | 25 |
FORVIS Wealth Advisors, LLC | 17 | 1 | 0.01% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 25 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.03% | 0.14% | 0.37% | Q2 2015 | Q3 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.09% | 0.20% | 0.38% | Q4 2015 | Q4 2021 | 25 |
Aureus Asset Management, LLC | 22 | 1 | 0.03% | 0.05% | 0.09% | Q1 2015 | Q2 2022 | 25 |
Dorsey & Whitney Trust CO LLC | 24 | 1 | 1.01% | 1.83% | 2.82% | Q2 2017 | Q3 2023 | 25 |
Harrington Investments, INC | 25 | 25 | 0.75% | 0.89% | 1.05% | Q3 2017 | Q3 2023 | 25 |
Regent Investment Management LLC | 14 | 1 | 0.07% | 0.16% | 0.62% | Q1 2015 | Q4 2022 | 25 |
Capula Management Ltd | 5 | 2 | 0.01% | 0.11% | 0.47% | Q1 2020 | Q2 2023 | 25 |
KINGS POINT CAPITAL MANAGEMENT | 15 | 10 | 0.02% | 0.53% | 0.97% | Q1 2015 | Q1 2022 | 25 |
Pineno Levin & Ford Asset Management, Inc. | 25 | 25 | 0.11% | 0.18% | 0.24% | Q4 2015 | Q4 2021 | 25 |
BBVA USA Bancshares, Inc. | 25 | 25 | 0.04% | 0.45% | 0.68% | Q1 2015 | Q1 2021 | 25 |
HOMESTEAD ADVISERS CORP | 25 | 25 | 0.87% | 1.77% | 2.42% | Q1 2016 | Q1 2022 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.24% | 0.78% | Q4 2016 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 25 | 25 | 0.27% | 0.36% | 0.44% | Q3 2017 | Q3 2023 | 25 |
Randolph Co Inc | 21 | 4 | 0.06% | 2.03% | 3.42% | Q1 2015 | Q3 2022 | 25 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 25 | 25 | 0.42% | 0.93% | 1.73% | Q1 2016 | Q1 2022 | 25 |
Community Bank & Trust, Waco, Texas | 24 | 1 | 0.12% | 0.33% | 0.58% | Q4 2015 | Q3 2023 | 25 |
WINTRUST INVESTMENTS LLC | 16 | 2 | 0.06% | 0.10% | 0.38% | Q4 2016 | Q3 2023 | 25 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 25 |
Perpetual Ltd | 20 | 1 | 0.08% | 0.18% | 0.95% | Q1 2015 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 1.02% | 2.23% | 3.77% | Q4 2017 | Q3 2023 | 24 |
BFSG, LLC | 24 | 24 | 0.26% | 0.57% | 0.93% | Q3 2017 | Q2 2023 | 24 |
AUA CAPITAL MANAGEMENT, LLC | 14 | 10 | 0.03% | 0.05% | 0.11% | Q4 2016 | Q4 2022 | 24 |
Bellecapital International Ltd. | 23 | 1 | 0.13% | 0.50% | 0.88% | Q4 2016 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 24 | 24 | 0.00% | 0.15% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Richard Bernstein Advisors LLC | 14 | 4 | 0.09% | 0.28% | 0.98% | Q1 2015 | Q3 2023 | 24 |
America First Investment Advisors, LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
jvl associates llc | 24 | 24 | 0.15% | 0.28% | 0.38% | Q4 2017 | Q3 2023 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.42% | 0.70% | 0.91% | Q4 2017 | Q3 2023 | 24 |
MASON STREET ADVISORS, LLC | 24 | 24 | 0.35% | 0.40% | 0.48% | Q1 2015 | Q4 2020 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.11% | 0.18% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Gs Investments, Inc. | 24 | 24 | 0.04% | 0.25% | 0.85% | Q4 2017 | Q3 2023 | 24 |
Winslow, Evans & Crocker, Inc. | 24 | 24 | 0.02% | 0.10% | 0.29% | Q1 2015 | Q4 2020 | 24 |
SVA Wealth Management, LLC | 24 | 24 | 0.36% | 0.58% | 0.74% | Q1 2015 | Q4 2020 | 24 |
Csenge Advisory Group | 24 | 24 | 0.06% | 0.15% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Field & Main Bank | 14 | 2 | 0.02% | 0.49% | 0.77% | Q1 2015 | Q3 2023 | 24 |
MISSION WEALTH MANAGEMENT, LP | 22 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.07% | 0.65% | 1.48% | Q4 2017 | Q3 2023 | 24 |
Kovitz Investment Group Partners, LLC | 20 | 1 | 0.01% | 0.13% | 0.23% | Q1 2016 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.82% | 1.28% | 1.76% | Q4 2017 | Q3 2023 | 24 |
First American Bank | 10 | 1 | 0.02% | 0.32% | 0.47% | Q1 2015 | Q4 2021 | 24 |
Private Wealth Advisors, Inc. | 24 | 24 | 0.52% | 0.93% | 1.42% | Q1 2015 | Q4 2020 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Hayek Kallen Investment Management | 19 | 1 | 0.08% | 0.14% | 0.24% | Q4 2015 | Q1 2022 | 24 |
BURNEY CO/ | 24 | 24 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Polen Capital Management | 24 | 24 | 0.01% | 0.14% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Granite Investment Partners, LLC | 24 | 24 | 0.05% | 0.30% | 0.84% | Q4 2015 | Q3 2021 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 0.84% | 1.49% | 1.91% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.43% | 0.75% | 0.99% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.14% | 0.32% | 0.60% | Q4 2017 | Q3 2023 | 24 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 24 | 24 | 0.22% | 0.35% | 0.48% | Q4 2017 | Q3 2023 | 24 |
Tesco Pension Investment Ltd | 24 | 24 | 0.99% | 4.56% | 6.10% | Q3 2016 | Q2 2022 | 24 |
Advanced Asset Management Advisors Inc | 24 | 24 | 0.40% | 1.05% | 1.63% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.48% | 0.95% | 1.32% | Q4 2017 | Q3 2023 | 24 |
Sunbelt Securities, Inc. | 20 | 1 | 0.02% | 0.19% | 0.49% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.08% | 0.12% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.27% | 0.44% | 0.77% | Q4 2017 | Q3 2023 | 24 |
Allied Investment Advisors, LLC | 24 | 24 | 1.86% | 2.87% | 3.81% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.08% | 0.20% | 0.32% | Q4 2017 | Q3 2023 | 24 |
COLDSTREAM CAPITAL MANAGEMENT INC | 16 | 1 | 0.02% | 0.17% | 0.72% | Q2 2015 | Q3 2023 | 24 |
Grace Capital | 15 | 9 | 0.10% | 0.94% | 2.14% | Q4 2015 | Q4 2021 | 24 |
Aperio Group, LLC | 24 | 24 | 0.18% | 0.26% | 0.42% | Q1 2015 | Q4 2020 | 24 |
BSW Wealth Partners | 24 | 24 | 0.07% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.01% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Capital Planning Advisors, LLC | 24 | 24 | 0.06% | 0.09% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Bray Capital Advisors | 23 | 1 | 0.02% | 0.96% | 1.52% | Q2 2015 | Q3 2023 | 24 |
RNC CAPITAL MANAGEMENT LLC | 12 | 1 | 0.02% | 0.64% | 2.40% | Q1 2015 | Q3 2023 | 24 |
Summit Global Investments | 18 | 6 | 0.06% | 0.15% | 0.31% | Q4 2016 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.00% | 0.24% | 0.78% | Q4 2017 | Q3 2023 | 24 |
Brown Advisory Securities, LLC | 21 | 1 | 0.05% | 0.12% | 0.32% | Q1 2015 | Q2 2022 | 24 |
Apriem Advisors | 15 | 9 | 0.01% | 1.27% | 2.83% | Q1 2015 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
CAMBIAR INVESTORS LLC | 24 | 24 | 0.85% | 1.40% | 2.25% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.15% | 0.30% | 0.44% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.03% | 0.92% | 2.09% | Q4 2017 | Q3 2023 | 24 |
180 WEALTH ADVISORS, LLC | 24 | 24 | 0.29% | 0.54% | 0.78% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.25% | 0.72% | 1.19% | Q4 2017 | Q3 2023 | 24 |
Exeter Financial, LLC | 24 | 24 | 0.39% | 0.87% | 1.11% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.35% | 0.50% | 0.62% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.15% | 0.21% | 0.28% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Banco de Sabadell, S.A | 24 | 24 | 0.15% | 0.67% | 1.65% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.11% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Merit Financial Group, LLC | 24 | 24 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 1.63% | 1.94% | 2.23% | Q4 2017 | Q3 2023 | 24 |
Engineers Gate Manager LP | 11 | 1 | 0.02% | 0.15% | 0.40% | Q2 2015 | Q3 2023 | 24 |
Founders Capital Management | 13 | 11 | 0.02% | 0.05% | 0.19% | Q1 2017 | Q2 2023 | 24 |
FIRST INTERSTATE BANK | 18 | 6 | 0.02% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Transform Wealth, LLC | 20 | 4 | 0.04% | 0.14% | 0.38% | Q2 2016 | Q2 2022 | 24 |
Cipher Capital LP | 8 | 1 | 0.06% | 0.49% | 1.10% | Q2 2015 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.07% | 0.29% | 0.55% | Q4 2017 | Q3 2023 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 0.16% | 0.27% | 0.48% | Q4 2017 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 0.19% | 0.28% | 0.36% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.11% | 0.24% | 0.42% | Q4 2017 | Q3 2023 | 24 |
SUMMIT FINANCIAL GROUP, INC. | 23 | 23 | 0.09% | 0.18% | 0.28% | Q2 2017 | Q4 2022 | 23 |
ETRADE Capital Management LLC | 23 | 23 | 0.07% | 0.15% | 0.23% | Q1 2015 | Q3 2020 | 23 |
WHALEROCK POINT PARTNERS, LLC | 14 | 9 | 0.10% | 0.16% | 0.39% | Q3 2016 | Q2 2022 | 23 |
Rafferty Asset Management, LLC | 19 | 1 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 23 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.55% | 2.03% | Q1 2015 | Q3 2023 | 23 |
KEATING INVESTMENT COUNSELORS INC | 20 | 3 | 0.08% | 2.20% | 4.18% | Q1 2015 | Q2 2023 | 23 |
Oxbow Advisors, LLC | 22 | 1 | 0.07% | 0.24% | 0.70% | Q1 2017 | Q3 2023 | 23 |
Cornell Pochily Investment Advisors, Inc. | 23 | 23 | 0.19% | 0.35% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Polar Capital LLP | 23 | 23 | 0.09% | 0.89% | 1.72% | Q1 2015 | Q3 2020 | 23 |
ADVISORS MANAGEMENT GROUP INC /ADV | 22 | 1 | 0.10% | 0.18% | 0.67% | Q2 2017 | Q3 2023 | 23 |
D.B. Root & Company, LLC | 23 | 23 | 0.10% | 0.30% | 0.62% | Q1 2018 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.12% | 0.23% | 0.34% | Q4 2017 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.08% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.54% | 0.92% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 1.87% | 5.96% | Q2 2017 | Q4 2022 | 23 |
AMICA MUTUAL INSURANCE CO | 23 | 23 | 0.44% | 0.66% | 0.95% | Q1 2015 | Q3 2020 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.17% | 1.11% | 2.19% | Q1 2018 | Q3 2023 | 23 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 1 | 0.00% | 0.05% | 0.19% | Q3 2015 | Q2 2019 | 23 |
Pinnacle Wealth Planning Services, Inc. | 23 | 23 | 0.07% | 0.24% | 0.45% | Q1 2018 | Q3 2023 | 23 |
Oak Asset Management, LLC | 18 | 5 | 1.31% | 1.74% | 2.11% | Q4 2017 | Q3 2023 | 23 |
Blackhawk Capital Partners LLC. | 18 | 5 | 0.57% | 1.56% | 3.26% | Q4 2017 | Q3 2023 | 23 |
Convergence Investment Partners, LLC | 20 | 1 | 0.03% | 0.18% | 0.71% | Q1 2015 | Q2 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.11% | 0.20% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Belpointe Asset Management LLC | 22 | 1 | 0.05% | 0.09% | 0.20% | Q4 2017 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.06% | 0.17% | 0.32% | Q1 2018 | Q3 2023 | 23 |
Sivik Global Healthcare LLC | 7 | 1 | 0.71% | 2.06% | 3.82% | Q1 2015 | Q3 2023 | 23 |
CIM INVESTMENT MANAGEMENT INC | 19 | 4 | 0.09% | 0.28% | 0.44% | Q3 2016 | Q3 2023 | 23 |
ALTFEST L J & CO INC | 23 | 23 | 0.18% | 0.26% | 0.49% | Q1 2018 | Q3 2023 | 23 |
Amica Retiree Medical Trust | 23 | 23 | 0.45% | 0.67% | 0.85% | Q1 2015 | Q3 2020 | 23 |
Arete Wealth Advisors, LLC | 23 | 23 | 0.06% | 0.19% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Schonfeld Strategic Advisors LLC | 20 | 1 | 0.01% | 0.20% | 0.62% | Q1 2016 | Q3 2023 | 23 |
Avestar Capital, LLC | 20 | 3 | 0.04% | 0.19% | 0.42% | Q4 2017 | Q3 2023 | 23 |
MONETA GROUP INVESTMENT ADVISORS LLC | 17 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 23 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14 | 1 | 0.06% | 0.16% | 0.41% | Q1 2016 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2022 | 23 |
ACCESS FINANCIAL SERVICES, INC. | 23 | 23 | 0.80% | 1.01% | 1.32% | Q4 2017 | Q2 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.07% | 0.16% | 0.25% | Q1 2017 | Q3 2022 | 23 |
CAMDEN NATIONAL BANK | 23 | 23 | 0.94% | 1.31% | 1.64% | Q1 2018 | Q3 2023 | 23 |
Vantage Financial Partners Ltd., Inc. | 14 | 9 | 0.17% | 0.31% | 0.47% | Q4 2017 | Q3 2023 | 23 |
Achmea Investment Management B.V. | 7 | 2 | 0.04% | 0.37% | 2.02% | Q1 2017 | Q3 2023 | 23 |
CHILTON CAPITAL MANAGEMENT LLC | 23 | 23 | 0.03% | 0.58% | 1.10% | Q1 2018 | Q3 2023 | 23 |
Game Creek Capital, LP | 23 | 23 | 0.61% | 1.43% | 2.89% | Q1 2018 | Q3 2023 | 23 |
ATWOOD & PALMER INC | 12 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 23 |
EADS & HEALD WEALTH MANAGEMENT | 23 | 23 | 0.18% | 0.40% | 0.71% | Q1 2018 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.14% | 0.20% | 0.35% | Q1 2014 | Q3 2021 | 23 |
BESSEMER SECURITIES LLC | 20 | 3 | 0.11% | 0.34% | 1.40% | Q1 2015 | Q3 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 23 |
Sciencast Management LP | 9 | 1 | 0.10% | 0.80% | 2.63% | Q4 2015 | Q3 2023 | 23 |
BANK OF THE WEST | 23 | 23 | 0.03% | 0.12% | 0.18% | Q1 2015 | Q3 2020 | 23 |
ARGI Investment Services, LLC | 20 | 3 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2022 | 23 |
Clean Yield Group | 17 | 1 | 0.00% | 0.12% | 0.66% | Q1 2015 | Q4 2022 | 23 |
First Allied Advisory Services, Inc. | 23 | 23 | 0.05% | 0.07% | 0.16% | Q1 2015 | Q3 2020 | 23 |
Buckley Wealth Management, LLC | 20 | 3 | 0.14% | 0.27% | 0.37% | Q4 2017 | Q3 2023 | 23 |
Longview Partners (Guernsey) LTD | 23 | 23 | 2.90% | 3.90% | 4.85% | Q1 2018 | Q3 2023 | 23 |
Lee Financial Co | 19 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 22 |
AGF Investments LLC | 22 | 22 | 0.00% | 0.34% | 0.88% | Q1 2017 | Q2 2022 | 22 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.15% | 0.58% | Q3 2015 | Q3 2023 | 22 |
Cognios Capital, LLC | 22 | 22 | 0.31% | 0.79% | 1.10% | Q4 2014 | Q1 2020 | 22 |
Horizon Investments, LLC | 11 | 1 | 0.02% | 0.09% | 0.16% | Q3 2017 | Q3 2023 | 22 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 22 | 22 | 0.23% | 0.46% | 0.81% | Q2 2018 | Q3 2023 | 22 |
Hartford Financial Management Inc. | 22 | 22 | 0.00% | 0.07% | 0.18% | Q2 2018 | Q3 2023 | 22 |
ROCKLAND TRUST CO | 18 | 1 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q3 2023 | 22 |
EP Wealth Advisors, LLC | 18 | 4 | 0.01% | 0.34% | 1.93% | Q1 2015 | Q3 2023 | 22 |
McKinley Carter Wealth Services, Inc. | 18 | 4 | 0.09% | 0.14% | 0.25% | Q4 2017 | Q3 2023 | 22 |
DAVIDSON INVESTMENT ADVISORS | 12 | 10 | 0.01% | 1.07% | 2.13% | Q1 2015 | Q3 2023 | 22 |
Keel Point, LLC | 22 | 22 | 0.03% | 0.16% | 0.51% | Q2 2018 | Q3 2023 | 22 |
CUTLER INVESTMENT COUNSEL LLC | 22 | 22 | 0.90% | 1.48% | 1.97% | Q2 2018 | Q3 2023 | 22 |
Birch Hill Investment Advisors LLC | 17 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2023 | 22 |
Clarius Group, LLC | 22 | 22 | 0.04% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Legacy Financial Advisors, Inc. | 13 | 9 | 0.02% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 22 |
QVR LLC | 4 | 4 | 0.00% | 0.07% | 0.22% | Q4 2020 | Q4 2022 | 22 |
SEARLE & CO. | 20 | 2 | 0.12% | 0.22% | 0.68% | Q1 2015 | Q4 2022 | 22 |
CIM, LLC | 20 | 2 | 0.09% | 0.12% | 0.18% | Q1 2015 | Q3 2020 | 22 |
PIEDMONT INVESTMENT ADVISORS INC | 22 | 22 | 0.00% | 0.41% | 0.58% | Q4 2014 | Q1 2020 | 22 |
PETTYJOHN, WOOD & WHITE, INC | 22 | 22 | 0.50% | 0.84% | 1.05% | Q2 2018 | Q3 2023 | 22 |
JGP Wealth Management, LLC | 22 | 22 | 0.88% | 1.45% | 1.83% | Q2 2018 | Q3 2023 | 22 |
Consolidated Investment Group LLC | 22 | 22 | 0.62% | 1.10% | 1.93% | Q2 2018 | Q3 2023 | 22 |
Quadrant Private Wealth Management, LLC | 18 | 4 | 0.08% | 0.23% | 0.53% | Q1 2018 | Q3 2023 | 22 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 17 | 5 | 0.19% | 0.57% | 0.97% | Q1 2015 | Q2 2022 | 22 |
Zurich Insurance Group Ltd/FI | 12 | 1 | 0.03% | 0.37% | 1.76% | Q2 2017 | Q2 2023 | 22 |
Laffer Tengler Investments, Inc. | 17 | 5 | 0.00% | 0.85% | 1.40% | Q4 2016 | Q3 2023 | 22 |
PRENTISS SMITH & CO INC | 15 | 1 | 0.00% | 2.37% | 5.32% | Q4 2014 | Q1 2021 | 22 |
USAdvisors Wealth Management, LLC | 22 | 22 | 0.12% | 0.39% | 0.56% | Q4 2017 | Q1 2023 | 22 |
Investment Counsel Inc. | 22 | 22 | 0.94% | 1.93% | 7.17% | Q4 2015 | Q1 2021 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.12% | 2.10% | 3.34% | Q2 2018 | Q3 2023 | 22 |
EVERMAY WEALTH MANAGEMENT LLC | 22 | 22 | 0.05% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
HoyleCohen, LLC | 22 | 22 | 0.08% | 0.24% | 0.34% | Q2 2018 | Q3 2023 | 22 |
FORT, L.P. | 22 | 22 | 0.03% | 0.45% | 0.76% | Q2 2018 | Q3 2023 | 22 |
Sabal Trust CO | 17 | 1 | 1.71% | 2.36% | 2.91% | Q3 2017 | Q3 2023 | 22 |
NAPLES GLOBAL ADVISORS, LLC | 22 | 22 | 0.65% | 0.81% | 1.05% | Q2 2018 | Q3 2023 | 22 |
EQUITY INVESTMENT CORP | 18 | 4 | 1.88% | 2.89% | 4.03% | Q4 2016 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 1 | 0.00% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 22 |
RWA WEALTH PARTNERS, LLC | 19 | 1 | 0.00% | 0.40% | 0.69% | Q2 2017 | Q3 2023 | 22 |
WADDELL & REED FINANCIAL INC | 22 | 22 | 0.00% | 0.40% | 1.01% | Q1 2015 | Q2 2020 | 22 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 21 | 21 | 0.01% | 0.05% | 0.36% | Q1 2016 | Q1 2021 | 21 |
AGF Investments America Inc. | 21 | 21 | 0.72% | 2.24% | 4.55% | Q1 2015 | Q1 2020 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.06% | 0.35% | 0.70% | Q4 2017 | Q4 2022 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 1.00% | 2.15% | Q3 2018 | Q3 2023 | 21 |
BigSur Wealth Management LLC | 21 | 21 | 0.26% | 0.57% | 1.11% | Q3 2018 | Q3 2023 | 21 |
JANUS HENDERSON GROUP PLC | 17 | 1 | 0.10% | 0.26% | 0.42% | Q2 2016 | Q3 2023 | 21 |
Mutual Advisors, LLC | 21 | 21 | 0.04% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.03% | 0.10% | 0.19% | Q3 2018 | Q3 2023 | 21 |
FRANKLIN STREET ADVISORS INC /NC | 10 | 3 | 0.02% | 0.89% | 2.87% | Q1 2015 | Q3 2023 | 21 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 14 | 7 | 0.06% | 0.67% | 0.93% | Q1 2015 | Q2 2021 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q4 2022 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.14% | 1.34% | 2.21% | Q3 2018 | Q3 2023 | 21 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.09% | 0.26% | Q2 2015 | Q2 2022 | 21 |
Brookstone Capital Management | 19 | 2 | 0.01% | 0.04% | 0.12% | Q2 2015 | Q3 2023 | 21 |
Capital Investment Advisory Services, LLC | 21 | 21 | 0.07% | 0.19% | 0.31% | Q3 2018 | Q3 2023 | 21 |
Edgemoor Investment Advisors, Inc. | 21 | 21 | 0.04% | 0.94% | 1.34% | Q3 2017 | Q3 2022 | 21 |
PATTON ALBERTSON MILLER GROUP, LLC | 12 | 1 | 0.01% | 0.11% | 0.22% | Q1 2015 | Q1 2022 | 21 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20 | 1 | 0.05% | 0.32% | 0.76% | Q2 2018 | Q3 2023 | 21 |
AMG National Trust Bank | 14 | 2 | 0.02% | 0.05% | 0.11% | Q1 2015 | Q3 2023 | 21 |
Assenagon Asset Management S.A. | 11 | 1 | 0.00% | 0.08% | 0.50% | Q1 2018 | Q3 2023 | 21 |
FOSTER & MOTLEY INC | 19 | 2 | 0.03% | 0.12% | 0.23% | Q2 2018 | Q3 2023 | 21 |
Osborn Williams & Donohoe LLC | 21 | 21 | 0.38% | 0.48% | 0.68% | Q1 2015 | Q1 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 21 |
WHEATLAND ADVISORS INC | 21 | 21 | 0.96% | 1.27% | 1.88% | Q2 2015 | Q2 2020 | 21 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.02% | 0.55% | 3.41% | Q1 2015 | Q4 2022 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 4 | 0.03% | 0.08% | 0.16% | Q2 2015 | Q2 2021 | 21 |
FRONTIER INVESTMENT MGMT CO | 19 | 19 | 0.95% | 1.48% | 1.96% | Q4 2015 | Q2 2020 | 21 |
Family Legacy, Inc. | 18 | 3 | 0.15% | 0.29% | 0.43% | Q2 2018 | Q3 2023 | 21 |
Truvestments Capital LLC | 19 | 2 | 0.18% | 0.66% | 1.29% | Q2 2018 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.09% | 0.16% | 0.32% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.05% | 0.08% | 0.10% | Q3 2017 | Q3 2022 | 21 |
Almanack Investment Partners, LLC. | 17 | 4 | 0.03% | 0.08% | 0.14% | Q2 2017 | Q3 2022 | 21 |
GABLES CAPITAL MANAGEMENT INC. | 13 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Windsor Capital Management, LLC | 20 | 1 | 0.02% | 0.26% | 0.37% | Q3 2015 | Q3 2023 | 21 |
Semper Augustus Investments Group | 21 | 21 | 0.17% | 0.28% | 0.34% | Q1 2015 | Q1 2020 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.07% | 0.14% | 0.23% | Q1 2017 | Q3 2023 | 21 |
Savant Capital, LLC | 19 | 2 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Private Wealth Partners, LLC | 11 | 10 | 0.14% | 0.29% | 0.42% | Q1 2015 | Q1 2022 | 21 |
Cypress Capital Group | 12 | 1 | 0.05% | 0.07% | 0.11% | Q1 2015 | Q3 2023 | 21 |
HealthCor Management, L.P. | 20 | 20 | 0.17% | 3.10% | 8.62% | Q1 2017 | Q4 2021 | 21 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 12 | 9 | 0.01% | 0.82% | 2.45% | Q1 2015 | Q3 2023 | 21 |
Holistic Financial Partners | 19 | 2 | 0.09% | 0.25% | 0.68% | Q4 2017 | Q3 2023 | 21 |
Varma Mutual Pension Insurance Co | 14 | 2 | 0.12% | 0.21% | 0.43% | Q4 2017 | Q3 2023 | 21 |
Dana Investment Advisors, Inc. | 11 | 4 | 0.01% | 0.09% | 0.24% | Q1 2015 | Q3 2023 | 21 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 9 | 4 | 0.00% | 0.05% | 0.41% | Q4 2017 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.08% | 0.63% | 1.09% | Q3 2018 | Q3 2023 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 21 |
BOYS ARNOLD & CO INC | 21 | 21 | 0.09% | 0.13% | 0.20% | Q1 2015 | Q1 2020 | 21 |
Marietta Wealth Management, LLC | 21 | 21 | 0.06% | 0.87% | 1.15% | Q1 2017 | Q1 2022 | 21 |
ROCKY MOUNTAIN ADVISERS, LLC | 21 | 21 | 0.02% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Blue Chip Partners, LLC | 21 | 21 | 0.04% | 1.55% | 2.36% | Q3 2017 | Q3 2022 | 21 |
OAKBROOK INVESTMENTS LLC | 21 | 21 | 0.87% | 2.04% | 2.66% | Q1 2015 | Q1 2020 | 21 |
Qube Research & Technologies Ltd | 6 | 2 | 0.02% | 0.23% | 0.55% | Q1 2018 | Q3 2023 | 21 |
ONTARIO TEACHERS PENSION PLAN BOARD | 15 | 1 | 0.00% | 0.40% | 0.90% | Q1 2015 | Q3 2023 | 21 |
Cable Hill Partners, LLC | 18 | 3 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 21 |
Fiduciary Trust Co International of Pennsylvania | 21 | 21 | 0.09% | 0.28% | 0.58% | Q1 2015 | Q1 2020 | 21 |
Virtu Financial LLC | 7 | 1 | 0.03% | 0.18% | 0.97% | Q4 2016 | Q3 2023 | 21 |
NVWM, LLC | 20 | 1 | 0.00% | 0.26% | 0.43% | Q2 2018 | Q3 2023 | 21 |
PARADIGM ASSET MANAGEMENT CO LLC | 17 | 4 | 0.02% | 0.22% | 0.76% | Q4 2016 | Q3 2023 | 21 |
Gilbert & Cook, Inc. | 21 | 21 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Spot Trading L.L.C | 9 | 9 | 0.00% | 0.06% | 0.25% | Q1 2015 | Q1 2017 | 21 |
Zions Bancorporation, N.A. | 20 | 20 | 0.03% | 0.12% | 0.34% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.08% | 0.29% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 13 | 1 | 0.02% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.14% | 0.27% | 0.41% | Q4 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.06% | 0.08% | 0.12% | Q1 2015 | Q4 2019 | 20 |
INVESTMENT PARTNERS, LTD. | 20 | 20 | 0.07% | 0.19% | 0.27% | Q4 2017 | Q3 2022 | 20 |
OMERS ADMINISTRATION Corp | 13 | 1 | 0.14% | 0.90% | 2.52% | Q1 2015 | Q3 2021 | 20 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.09% | 0.40% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.25% | 0.36% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.04% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.04% | 0.25% | 0.49% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.02% | 0.20% | 0.44% | Q4 2018 | Q3 2023 | 20 |
SIRIOS CAPITAL MANAGEMENT L P | 16 | 4 | 0.31% | 1.41% | 3.82% | Q4 2015 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.16% | 0.21% | 0.26% | Q4 2018 | Q3 2023 | 20 |
MADISON INVESTMENT HOLDINGS INC | 20 | 20 | 0.20% | 0.45% | 1.03% | Q4 2014 | Q3 2019 | 20 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10 | 4 | 0.01% | 0.41% | 1.10% | Q1 2015 | Q2 2020 | 20 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 20 | 20 | 0.03% | 0.05% | 0.11% | Q1 2015 | Q4 2019 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.43% | 1.02% | Q1 2017 | Q3 2023 | 20 |
STRATEGY ASSET MANAGERS LLC | 20 | 20 | 0.50% | 0.88% | 1.19% | Q4 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.06% | 0.19% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Hurlow Wealth Management Group, Inc. | 20 | 20 | 0.11% | 0.25% | 0.41% | Q4 2018 | Q3 2023 | 20 |
CIBC BANK USA | 20 | 20 | 0.03% | 0.13% | 0.42% | Q1 2015 | Q4 2019 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.38% | 0.71% | 1.12% | Q4 2018 | Q3 2023 | 20 |
DSC Advisors, L.P. | 11 | 1 | 0.03% | 0.12% | 0.23% | Q2 2015 | Q2 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Clark Capital Management Group, Inc. | 10 | 4 | 0.01% | 0.57% | 1.29% | Q1 2015 | Q3 2021 | 20 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 4 | 0.06% | 0.16% | 0.34% | Q1 2015 | Q1 2020 | 20 |
CX Institutional | 14 | 2 | 0.00% | 0.04% | 0.23% | Q2 2018 | Q3 2023 | 20 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 20 | 20 | 0.20% | 0.58% | 1.93% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.30% | 0.43% | 0.64% | Q1 2016 | Q4 2020 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.24% | 0.42% | 0.54% | Q4 2017 | Q3 2022 | 20 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q2 2020 | 20 |
JAMES INVESTMENT RESEARCH INC | 10 | 4 | 0.00% | 0.22% | 1.25% | Q1 2015 | Q4 2022 | 20 |
Barnett & Company, Inc. | 13 | 7 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.05% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 20 |
IMA Wealth, Inc. | 14 | 3 | 0.00% | 0.32% | 0.93% | Q2 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 17 | 1 | 0.05% | 0.15% | 0.24% | Q4 2017 | Q3 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
SIMPLEX TRADING, LLC | 7 | 2 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q2 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.12% | 0.44% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.09% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
MATHER GROUP, LLC. | 16 | 4 | 0.01% | 0.05% | 0.23% | Q1 2018 | Q3 2023 | 20 |
Lombard Odier Asset Management (Europe) Ltd | 20 | 20 | 0.02% | 0.14% | 0.57% | Q2 2016 | Q1 2021 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.04% | 0.19% | 0.48% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Community Financial Services Group, LLC | 16 | 1 | 0.02% | 1.28% | 2.90% | Q1 2015 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.11% | 0.71% | Q4 2018 | Q3 2023 | 20 |
Virtue Capital Management, LLC | 14 | 3 | 0.00% | 0.17% | 0.38% | Q1 2018 | Q3 2023 | 20 |
Lenox Wealth Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2022 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.11% | 0.22% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Gryphon Financial Partners LLC | 10 | 1 | 0.03% | 0.13% | 0.51% | Q4 2017 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.09% | 0.24% | 0.45% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.15% | 0.21% | 0.44% | Q3 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.03% | 0.11% | 0.16% | Q3 2017 | Q2 2022 | 20 |
White Lighthouse Investment Management Inc. | 20 | 20 | 0.05% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Miramar Capital, LLC | 20 | 20 | 1.12% | 2.89% | 3.71% | Q4 2018 | Q3 2023 | 20 |
Cypress Wealth Services, LLC | 13 | 7 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 20 |
Penserra Capital Management LLC | 8 | 2 | 0.00% | 0.07% | 0.42% | Q1 2016 | Q3 2023 | 20 |
Spearhead Capital Advisors, LLC | 20 | 20 | 0.99% | 1.26% | 1.56% | Q4 2017 | Q3 2022 | 20 |
Icon Wealth Partners, LLC | 9 | 2 | 0.05% | 0.24% | 0.47% | Q4 2017 | Q3 2023 | 20 |
Wealth Advisors of Tampa Bay, LLC | 20 | 20 | 1.39% | 1.84% | 2.66% | Q4 2018 | Q3 2023 | 20 |
Capital Advisors, Ltd. LLC | 11 | 9 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 20 |
Covenant Multifamily Offices, LLC | 20 | 20 | 0.09% | 1.10% | 2.98% | Q4 2016 | Q3 2021 | 20 |
Northeast Financial Consultants Inc | 13 | 1 | 0.01% | 0.05% | 0.09% | Q3 2016 | Q1 2022 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.07% | 0.17% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Inscription Capital, LLC | 20 | 20 | 0.06% | 0.57% | 1.27% | Q4 2018 | Q3 2023 | 20 |
CIDEL ASSET MANAGEMENT INC | 20 | 20 | 0.01% | 0.76% | 1.33% | Q1 2018 | Q4 2022 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.04% | 0.34% | 0.89% | Q4 2018 | Q3 2023 | 20 |
Spectrum Asset Management, Inc. (NB/CA) | 16 | 2 | 0.54% | 1.21% | 3.38% | Q1 2015 | Q3 2023 | 20 |
Symmetry Partners, LLC | 20 | 20 | 0.03% | 0.12% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Sowell Financial Services LLC | 17 | 3 | 0.06% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.11% | 0.30% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Qtron Investments LLC | 20 | 20 | 0.09% | 0.29% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Roble, Belko & Company, Inc | 18 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2022 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.41% | 1.08% | 1.99% | Q4 2018 | Q3 2023 | 20 |
Benson Investment Management Company, Inc. | 14 | 6 | 0.00% | 2.36% | 3.10% | Q4 2016 | Q2 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.05% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 20 |
PFG Advisors | 20 | 20 | 0.08% | 0.14% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q3 2020 | 20 |
CEDAR CAPITAL, LLC | 20 | 20 | 0.10% | 0.45% | 1.09% | Q4 2015 | Q3 2020 | 20 |
Sio Capital Management, LLC | 6 | 1 | 0.80% | 2.57% | 5.20% | Q2 2015 | Q3 2023 | 19 |
RATIONAL ADVISORS LLC | 14 | 2 | 0.00% | 0.14% | 0.91% | Q1 2015 | Q3 2023 | 19 |
BECK MACK & OLIVER LLC | 11 | 3 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2021 | 19 |
Wellesley Investment Partners, LLC | 19 | 19 | 0.08% | 0.18% | 0.36% | Q1 2016 | Q3 2020 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.03% | 0.23% | 0.36% | Q1 2019 | Q3 2023 | 19 |
FORSTA AP-FONDEN | 17 | 2 | 0.18% | 0.34% | 0.66% | Q3 2016 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.05% | 0.13% | 0.20% | Q4 2017 | Q2 2022 | 19 |
Riverview Trust Co | 19 | 19 | 0.01% | 0.05% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Caption Management, LLC | 9 | 2 | 0.01% | 0.15% | 0.56% | Q3 2019 | Q1 2023 | 19 |
Fieldpoint Private Securities, LLC | 15 | 1 | 0.06% | 0.37% | 0.84% | Q1 2017 | Q2 2022 | 19 |
TLWM | 19 | 19 | 0.18% | 0.27% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Quantitative Investment Management, LLC | 6 | 1 | 0.04% | 0.33% | 0.99% | Q4 2015 | Q2 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.16% | 0.43% | 0.80% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.05% | 0.10% | 0.18% | Q1 2019 | Q3 2023 | 19 |
MCKINLEY CAPITAL MANAGEMENT LLC | 16 | 1 | 0.00% | 0.60% | 1.26% | Q2 2016 | Q3 2023 | 19 |
Verity & Verity, LLC | 19 | 19 | 0.35% | 0.70% | 1.19% | Q1 2019 | Q3 2023 | 19 |
Laurel Wealth Advisors, Inc. | 14 | 1 | 0.04% | 0.07% | 0.20% | Q4 2017 | Q4 2022 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.02% | 0.11% | 0.44% | Q1 2015 | Q3 2019 | 19 |
EASTERN BANK | 12 | 1 | 0.01% | 0.06% | 0.17% | Q1 2015 | Q1 2022 | 19 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 | 1 | 0.02% | 0.07% | 0.12% | Q3 2015 | Q3 2023 | 19 |
SMITH CHAS P & ASSOCIATES PA CPAS | 19 | 19 | 0.03% | 1.95% | 2.50% | Q1 2019 | Q3 2023 | 19 |
PAYDEN & RYGEL | 18 | 1 | 0.00% | 1.05% | 2.37% | Q4 2015 | Q2 2023 | 19 |
MEANS INVESTMENT CO., INC. | 19 | 19 | 0.17% | 0.31% | 0.43% | Q4 2018 | Q2 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.05% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 19 |
Waverly Advisors, LLC | 13 | 1 | 0.01% | 0.10% | 0.25% | Q3 2015 | Q3 2023 | 19 |
WILLIAMS JONES & ASSOCIATES LLC | 19 | 19 | 0.01% | 0.10% | 0.19% | Q4 2014 | Q2 2019 | 19 |
Maryland Capital Management | 14 | 5 | 0.02% | 0.09% | 0.19% | Q1 2014 | Q2 2022 | 19 |
Holocene Advisors, LP | 9 | 1 | 0.01% | 0.46% | 2.24% | Q4 2017 | Q3 2023 | 19 |
Bigelow Investment Advisors, LLC | 19 | 19 | 0.32% | 0.51% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Essex Savings Bank | 16 | 3 | 0.08% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 19 |
BB&T SECURITIES, LLC | 19 | 19 | 0.04% | 0.25% | 0.48% | Q1 2015 | Q3 2019 | 19 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 19 | 19 | 0.04% | 0.10% | 0.16% | Q4 2017 | Q2 2022 | 19 |
ORRSTOWN FINANCIAL SERVICES INC | 19 | 19 | 0.12% | 1.08% | 1.37% | Q1 2015 | Q3 2019 | 19 |
New Jersey Better Educational Savings Trust | 18 | 1 | 0.46% | 1.01% | 1.38% | Q3 2017 | Q3 2023 | 19 |
Versor Investments LP | 6 | 2 | 0.01% | 0.13% | 0.44% | Q4 2017 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.04% | 0.49% | 0.89% | Q1 2019 | Q3 2023 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.12% | 0.29% | 0.55% | Q1 2019 | Q3 2023 | 19 |
NICOLA WEALTH MANAGEMENT LTD. | 19 | 19 | 0.87% | 1.10% | 1.37% | Q1 2018 | Q3 2022 | 19 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.05% | 0.15% | Q3 2015 | Q4 2021 | 19 |
Corundum Group, Inc. | 13 | 6 | 0.20% | 0.35% | 0.66% | Q4 2018 | Q3 2023 | 19 |
Richard C. Young & CO., LTD. | 19 | 19 | 0.81% | 1.64% | 1.93% | Q1 2019 | Q3 2023 | 19 |
Greystone Managed Investments Inc. | 19 | 19 | 0.29% | 0.39% | 0.59% | Q1 2015 | Q3 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Knights of Columbus Asset Advisors LLC | 13 | 6 | 0.01% | 1.44% | 2.58% | Q1 2017 | Q3 2023 | 19 |
Grove Bank & Trust | 12 | 1 | 0.01% | 0.08% | 0.31% | Q4 2015 | Q3 2023 | 19 |
Country Club Trust Company, n.a. | 19 | 19 | 0.03% | 0.64% | 0.86% | Q2 2017 | Q4 2021 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.03% | 0.17% | 0.87% | Q1 2015 | Q3 2019 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 19 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 19 | 19 | 0.34% | 0.56% | 1.05% | Q1 2015 | Q3 2019 | 19 |
Hexavest Inc. | 19 | 19 | 0.36% | 0.90% | 1.46% | Q1 2017 | Q3 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.04% | 0.13% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Shamrock Asset Management LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2019 | 19 |
Community Bank of Raymore | 18 | 1 | 0.07% | 0.19% | 0.56% | Q3 2018 | Q3 2023 | 19 |
Municipal Employees' Retirement System of Michigan | 14 | 5 | 0.14% | 0.30% | 0.40% | Q1 2015 | Q4 2019 | 19 |
MEITAV INVESTMENT HOUSE LTD | 13 | 6 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q2 2023 | 19 |
JACOBS & CO/CA | 19 | 19 | 0.38% | 0.58% | 0.72% | Q1 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.24% | 0.61% | 0.75% | Q2 2018 | Q4 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.03% | 0.14% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Mascoma Wealth Management LLC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 19 |
Lincoln Capital LLC | 8 | 1 | 0.06% | 0.13% | 0.23% | Q1 2015 | Q1 2022 | 19 |
Sterling Capital Management LLC | 19 | 19 | 0.04% | 0.40% | 1.08% | Q1 2015 | Q3 2019 | 19 |
RPG Investment Advisory, LLC | 6 | 3 | 0.00% | 0.35% | 1.55% | Q3 2017 | Q3 2023 | 19 |
Strategic Wealth Partners, Ltd. | 10 | 1 | 0.01% | 0.29% | 0.64% | Q4 2017 | Q1 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.42% | 0.64% | 0.89% | Q1 2019 | Q3 2023 | 19 |
Foundry Partners, LLC | 9 | 4 | 0.02% | 0.55% | 0.99% | Q1 2015 | Q1 2022 | 19 |
TRADITION CAPITAL MANAGEMENT LLC | 18 | 18 | 0.58% | 1.72% | 2.24% | Q4 2014 | Q1 2019 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Legacy Financial Strategies, LLC | 18 | 18 | 0.26% | 0.59% | 0.75% | Q4 2017 | Q1 2022 | 18 |
USS Investment Management Ltd | 18 | 18 | 0.28% | 0.37% | 0.52% | Q2 2019 | Q3 2023 | 18 |
Covenant Partners, LLC | 13 | 5 | 0.10% | 0.26% | 0.55% | Q4 2018 | Q2 2023 | 18 |
Miracle Mile Advisors, LLC | 18 | 18 | 0.08% | 0.27% | 0.41% | Q2 2019 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 10 | 3 | 0.00% | 0.07% | 0.34% | Q1 2018 | Q3 2023 | 18 |
CAAS CAPITAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.15% | 0.64% | Q1 2021 | Q3 2023 | 18 |
First National Bank of South Miami | 18 | 18 | 0.31% | 0.62% | 1.13% | Q4 2018 | Q1 2023 | 18 |
Bremer Bank National Association | 11 | 7 | 0.04% | 0.24% | 0.64% | Q1 2019 | Q3 2023 | 18 |
COMMONWEALTH BANK OF AUSTRALIA | 18 | 18 | 0.00% | 0.05% | 0.12% | Q1 2015 | Q2 2019 | 18 |
OppenheimerFunds, Inc. | 17 | 17 | 0.00% | 0.16% | 0.32% | Q1 2015 | Q1 2019 | 18 |
SUNTRUST BANKS INC | 18 | 18 | 0.06% | 0.11% | 0.21% | Q2 2015 | Q3 2019 | 18 |
Wealthspire Advisors, LLC | 17 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 18 |
TRUE Private Wealth Advisors | 18 | 18 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q1 2022 | 18 |
Sharkey, Howes & Javer | 18 | 18 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q2 2019 | 18 |
MOODY LYNN & LIEBERSON, LLC | 13 | 1 | 0.02% | 0.89% | 2.53% | Q1 2015 | Q1 2021 | 18 |
KMG FIDUCIARY PARTNERS, LLC | 18 | 18 | 0.03% | 0.12% | 0.25% | Q4 2018 | Q1 2023 | 18 |
Shorepoint Capital Partners LLC | 9 | 9 | 0.54% | 1.10% | 1.82% | Q1 2019 | Q3 2023 | 18 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 0.04% | 0.10% | 0.37% | Q1 2015 | Q2 2019 | 18 |
Shelter Ins Retirement Plan | 18 | 18 | 2.39% | 2.96% | 3.60% | Q1 2015 | Q2 2019 | 18 |
Holloway Wealth Management, LLC | 18 | 18 | 0.12% | 1.36% | 1.89% | Q4 2017 | Q1 2022 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.21% | 0.31% | 0.40% | Q2 2019 | Q3 2023 | 18 |
RFG Advisory, LLC | 18 | 18 | 0.04% | 0.09% | 0.13% | Q2 2019 | Q3 2023 | 18 |
COMPASS CAPITAL MANAGEMENT, INC | 11 | 1 | 3.33% | 3.84% | 4.10% | Q2 2015 | Q4 2021 | 18 |
Windsor Wealth Management, Inc. | 18 | 18 | 0.21% | 0.45% | 0.68% | Q4 2017 | Q1 2022 | 18 |
Andesa Financial Management Inc. | 18 | 18 | 0.28% | 1.67% | 2.91% | Q4 2018 | Q1 2023 | 18 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.01% | 0.11% | 0.94% | Q1 2015 | Q3 2023 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 18 | 18 | 0.08% | 0.11% | 0.16% | Q1 2019 | Q2 2023 | 18 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 18 |
National Mutual Insurance Federation of Agricultural Cooperatives | 18 | 18 | 0.01% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.48% | 1.76% | Q4 2018 | Q3 2023 | 18 |
Cornerstone Advisors, Inc. | 18 | 18 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q2 2019 | 18 |
STONERIDGE INVESTMENT PARTNERS LLC | 8 | 1 | 0.33% | 1.18% | 2.65% | Q1 2015 | Q2 2023 | 18 |
Quadrant Capital Management, LLC | 18 | 18 | 1.24% | 1.92% | 2.44% | Q3 2015 | Q4 2019 | 18 |
Ninety One UK Ltd | 11 | 7 | 0.20% | 1.08% | 1.64% | Q1 2015 | Q2 2022 | 18 |
CHEMICAL BANK | 18 | 18 | 0.03% | 0.07% | 0.11% | Q1 2015 | Q2 2019 | 18 |
Mengis Capital Management, Inc. | 18 | 18 | 0.14% | 0.45% | 1.53% | Q2 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.06% | 0.09% | 0.30% | Q4 2015 | Q1 2020 | 18 |
Capital Asset Advisory Services LLC | 17 | 1 | 0.03% | 0.19% | 0.39% | Q1 2016 | Q3 2023 | 18 |
Mandatum Life Insurance Co Ltd | 17 | 1 | 0.00% | 0.65% | 1.24% | Q4 2015 | Q3 2023 | 18 |
Allen Capital Group, LLC | 18 | 18 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q3 2022 | 18 |
CALTON & ASSOCIATES, INC. | 17 | 1 | 0.07% | 0.15% | 0.45% | Q4 2017 | Q1 2023 | 18 |
Arlington Partners LLC | 16 | 1 | 0.19% | 0.70% | 1.06% | Q4 2017 | Q1 2023 | 18 |
Ashburton (Jersey) Ltd | 5 | 1 | 0.00% | 1.57% | 13.23% | Q4 2016 | Q1 2023 | 18 |
Arden Trust Co | 18 | 18 | 0.04% | 0.14% | 0.27% | Q3 2019 | Q4 2023 | 18 |
Beaton Management Co. Inc. | 18 | 18 | 0.12% | 0.22% | 0.29% | Q2 2019 | Q3 2023 | 18 |
COOKE & BIELER LP | 18 | 18 | 0.77% | 1.21% | 1.65% | Q2 2019 | Q3 2023 | 18 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 18 | 18 | 0.19% | 0.67% | 0.86% | Q1 2015 | Q2 2019 | 18 |
Loudon Investment Management, LLC | 18 | 18 | 0.49% | 0.72% | 1.10% | Q2 2019 | Q3 2023 | 18 |
First Pacific Advisors, LP | 16 | 2 | 0.00% | 0.15% | 1.39% | Q1 2015 | Q3 2021 | 18 |
Cordatus Wealth Management LLC | 10 | 4 | 0.47% | 1.18% | 2.26% | Q4 2018 | Q3 2023 | 18 |
American Investment Services, Inc. | 18 | 18 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Hillsdale Investment Management Inc. | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
V Wealth Advisors LLC | 8 | 1 | 0.01% | 0.09% | 0.21% | Q2 2017 | Q3 2022 | 18 |
LEVIN CAPITAL STRATEGIES, L.P. | 18 | 18 | 0.03% | 0.26% | 1.98% | Q1 2015 | Q2 2019 | 18 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.04% | 0.09% | 0.15% | Q1 2018 | Q1 2022 | 17 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 17 | 17 | 0.02% | 0.67% | 3.59% | Q3 2019 | Q3 2023 | 17 |
FOUNDERS FINANCIAL SECURITIES LLC | 13 | 4 | 0.16% | 0.26% | 0.42% | Q2 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 14 | 1 | 0.00% | 0.08% | 0.26% | Q1 2019 | Q3 2023 | 17 |
Old North State Trust, LLC | 6 | 5 | 0.08% | 0.13% | 0.21% | Q3 2018 | Q3 2023 | 17 |
RETIREMENT CAPITAL STRATEGIES | 17 | 17 | 0.09% | 0.11% | 0.13% | Q2 2018 | Q2 2022 | 17 |
Live Your Vision, LLC | 17 | 17 | 0.10% | 0.13% | 0.16% | Q1 2015 | Q1 2019 | 17 |
Bruderman Asset Management, LLC | 8 | 8 | 0.00% | 0.10% | 0.27% | Q1 2015 | Q1 2019 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.20% | 0.28% | Q4 2019 | Q3 2023 | 17 |
SPINNAKER TRUST | 17 | 17 | 0.10% | 0.21% | 0.39% | Q3 2019 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.02% | 0.20% | 0.57% | Q2 2019 | Q2 2023 | 17 |
Tidal Investments LLC | 17 | 17 | 0.06% | 0.14% | 0.22% | Q3 2019 | Q3 2023 | 17 |
SANDERS MORRIS HARRIS LLC | 10 | 1 | 0.08% | 0.18% | 1.01% | Q1 2016 | Q3 2023 | 17 |
Beach Investment Management, LLC. | 9 | 8 | 0.38% | 2.48% | 4.11% | Q4 2014 | Q1 2020 | 17 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 13 | 4 | 0.36% | 1.36% | 2.68% | Q4 2014 | Q1 2020 | 17 |
LVM CAPITAL MANAGEMENT LTD/MI | 12 | 1 | 0.04% | 0.53% | 1.48% | Q1 2015 | Q3 2023 | 17 |
Beacon Pointe Advisors, LLC | 16 | 1 | 0.04% | 0.13% | 0.33% | Q1 2019 | Q3 2023 | 17 |
ProVise Management Group, LLC | 14 | 1 | 0.02% | 0.17% | 0.29% | Q2 2018 | Q3 2023 | 17 |
RBA Wealth Management, LLC | 9 | 8 | 0.16% | 1.12% | 2.00% | Q1 2019 | Q3 2023 | 17 |
LITTLE HOUSE CAPITAL LLC | 17 | 17 | 0.40% | 0.89% | 1.75% | Q4 2018 | Q4 2022 | 17 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 5 | 0.11% | 0.34% | 0.72% | Q1 2015 | Q3 2020 | 17 |
TEACHERS ADVISORS, LLC | 17 | 17 | 0.24% | 0.32% | 0.44% | Q1 2015 | Q1 2019 | 17 |
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ | 17 | 17 | 1.36% | 1.55% | 1.76% | Q1 2015 | Q1 2019 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Legacy Advisors, LLC | 8 | 2 | 0.03% | 0.23% | 0.48% | Q4 2016 | Q3 2023 | 17 |
D'Orazio & Associates, Inc. | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2021 | 17 |
AT Bancorp | 17 | 17 | 0.05% | 0.24% | 1.34% | Q1 2015 | Q1 2019 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.08% | 0.13% | 0.16% | Q2 2018 | Q2 2022 | 17 |
CENTAURUS FINANCIAL, INC. | 13 | 1 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 17 |
Fulcrum Capital LLC | 17 | 17 | 0.06% | 0.12% | 0.21% | Q2 2019 | Q2 2023 | 17 |
Highland Private Wealth Management | 17 | 17 | 0.05% | 0.08% | 0.12% | Q3 2018 | Q3 2022 | 17 |
Advocacy Wealth Management Services, LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2020 | 17 |
BLUESTEIN R H & CO LLC | 16 | 1 | 0.02% | 1.23% | 2.15% | Q1 2015 | Q4 2019 | 17 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 17 | 17 | 0.24% | 1.43% | 2.08% | Q4 2014 | Q4 2018 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.09% | 0.19% | 0.38% | Q4 2019 | Q4 2023 | 17 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 9 | 1 | 0.01% | 0.29% | 0.71% | Q2 2016 | Q1 2022 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 0.76% | 1.08% | 1.50% | Q4 2019 | Q4 2023 | 17 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.23% | 0.31% | 0.41% | Q1 2015 | Q1 2019 | 17 |
Meristem Family Wealth, LLC | 16 | 1 | 0.07% | 0.10% | 0.17% | Q1 2015 | Q1 2022 | 17 |
HL FINANCIAL SERVICES LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2019 | 17 |
Archer Investment Corp | 9 | 3 | 0.01% | 0.13% | 0.42% | Q4 2018 | Q3 2023 | 17 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 17 | 17 | 2.11% | 2.57% | 3.19% | Q1 2015 | Q1 2019 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Princeton Global Asset Management LLC | 16 | 1 | 0.01% | 0.59% | 0.94% | Q1 2019 | Q3 2023 | 17 |
Poehling Capital Management, INC. | 15 | 2 | 0.06% | 0.47% | 1.68% | Q1 2018 | Q3 2023 | 17 |
Vectors Research Management, LLC | 16 | 1 | 0.00% | 0.02% | 0.16% | Q3 2018 | Q2 2023 | 17 |
GRIMES & COMPANY, INC. | 17 | 17 | 0.21% | 0.62% | 0.92% | Q3 2019 | Q3 2023 | 17 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 17 | 17 | 0.00% | 0.06% | 0.08% | Q1 2015 | Q1 2019 | 17 |
PrairieView Partners, LLC | 17 | 17 | 0.08% | 0.13% | 0.18% | Q3 2019 | Q3 2023 | 17 |
WealthShield Partners, LLC | 14 | 3 | 0.09% | 0.17% | 0.29% | Q2 2019 | Q3 2023 | 17 |
Institute for Wealth Management, LLC. | 16 | 1 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q2 2023 | 17 |
Modera Wealth Management, LLC | 8 | 2 | 0.01% | 0.06% | 0.19% | Q1 2016 | Q3 2023 | 17 |
St. James Investment Company, LLC | 14 | 1 | 0.04% | 2.59% | 4.24% | Q1 2018 | Q3 2023 | 17 |
MILES CAPITAL, INC. | 9 | 2 | 0.11% | 0.29% | 0.81% | Q1 2015 | Q1 2020 | 17 |
Providence Capital Advisors, LLC | 11 | 1 | 0.00% | 0.67% | 1.77% | Q4 2017 | Q3 2023 | 17 |
Boston Common Asset Management, LLC | 9 | 8 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q4 2022 | 17 |
Bayesian Capital Management, LP | 5 | 1 | 0.06% | 0.75% | 1.74% | Q4 2015 | Q3 2023 | 17 |
DeDora Capital, Inc. | 16 | 1 | 0.14% | 0.38% | 0.82% | Q4 2017 | Q1 2022 | 17 |
Fosun International Ltd | 13 | 4 | 0.02% | 0.13% | 0.43% | Q1 2019 | Q3 2023 | 17 |
Thomas J. Herzfeld Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Endurant Capital Management LP | 9 | 1 | 0.38% | 2.35% | 4.63% | Q1 2015 | Q2 2023 | 16 |
Ninety One SA (PTY) Ltd | 10 | 6 | 0.03% | 0.35% | 0.59% | Q2 2015 | Q2 2022 | 16 |
BANQUE PICTET & CIE SA | 16 | 16 | 0.55% | 0.81% | 1.11% | Q4 2019 | Q3 2023 | 16 |
PICTET BANK & TRUST Ltd | 16 | 16 | 0.57% | 1.24% | 1.97% | Q4 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.37% | 0.58% | 0.71% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.01% | 0.19% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Edge Capital Group, LLC | 15 | 1 | 0.02% | 0.67% | 1.16% | Q2 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.11% | 0.18% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.06% | 0.30% | 0.64% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 0.09% | 0.22% | 0.34% | Q4 2019 | Q3 2023 | 16 |
United Asset Strategies, Inc. | 16 | 16 | 0.58% | 1.31% | 2.08% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.06% | 0.21% | 0.29% | Q4 2019 | Q3 2023 | 16 |
DAGCO, INC. | 16 | 16 | 0.26% | 0.74% | 1.04% | Q4 2018 | Q3 2022 | 16 |
Value Partners Investments Inc. | 16 | 16 | 0.04% | 0.40% | 0.55% | Q4 2019 | Q3 2023 | 16 |
EXCALIBUR MANAGEMENT CORP | 16 | 16 | 0.10% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.05% | 0.19% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Cardinal Capital Management | 16 | 16 | 0.93% | 1.23% | 1.55% | Q4 2019 | Q3 2023 | 16 |
ATLAS CAPITAL ADVISORS LLC | 10 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.01% | 0.33% | 0.72% | Q4 2019 | Q3 2023 | 16 |
WealthTrust-Arizona, LLC | 16 | 16 | 0.08% | 0.22% | 0.28% | Q1 2015 | Q4 2018 | 16 |
S.A. Mason LLC | 16 | 16 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.13% | 0.32% | Q4 2019 | Q3 2023 | 16 |
HARRIS ASSOCIATES L P | 16 | 16 | 0.05% | 0.58% | 1.40% | Q1 2015 | Q4 2018 | 16 |
MidWestOne Financial Group, Inc. | 9 | 3 | 0.05% | 0.12% | 0.34% | Q2 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Stevens First Principles Investment Advisors | 15 | 1 | 0.00% | 0.10% | 0.18% | Q2 2015 | Q2 2019 | 16 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 15 | 1 | 0.02% | 0.13% | 0.44% | Q1 2015 | Q2 2019 | 16 |
ExodusPoint Capital Management, LP | 9 | 1 | 0.03% | 0.14% | 0.36% | Q1 2019 | Q3 2023 | 16 |
Princeton Portfolio Strategies Group LLC | 16 | 16 | 0.77% | 1.67% | 2.35% | Q3 2017 | Q2 2021 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.51% | 0.72% | 1.01% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.09% | 0.13% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.06% | 0.84% | 1.09% | Q4 2019 | Q3 2023 | 16 |
AMICA PENSION FUND BOARD OF TRUSTEES | 16 | 16 | 0.47% | 0.62% | 0.83% | Q1 2015 | Q4 2018 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.80% | 1.12% | 1.58% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Douglas Lane & Associates, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 16 |
Charles Schwab Trust Co | 13 | 3 | 0.06% | 0.31% | 0.60% | Q3 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Blue Fin Capital, Inc. | 13 | 3 | 0.06% | 0.12% | 0.20% | Q4 2016 | Q1 2022 | 16 |
Optas, LLC | 16 | 16 | 0.22% | 0.44% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Alpha Cubed Investments, LLC | 9 | 7 | 0.02% | 0.46% | 1.69% | Q3 2018 | Q3 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.97% | 1.18% | 1.49% | Q4 2019 | Q3 2023 | 16 |
Hillman Capital Management, Inc. | 16 | 16 | 0.10% | 0.32% | 2.12% | Q4 2019 | Q3 2023 | 16 |
Kidder Stephen W | 9 | 7 | 0.09% | 0.44% | 0.87% | Q4 2014 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.10% | 0.50% | 0.67% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.26% | 0.41% | 0.67% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.19% | 0.47% | 0.77% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.07% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Surevest, LLC | 16 | 16 | 0.22% | 0.93% | 1.36% | Q4 2018 | Q3 2022 | 16 |
Ethic Inc. | 16 | 16 | 0.18% | 0.38% | 0.75% | Q4 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.12% | 0.17% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.04% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.14% | 0.37% | 0.80% | Q4 2019 | Q3 2023 | 16 |
BANK PICTET & CIE (ASIA) LTD | 16 | 16 | 0.43% | 0.55% | 0.73% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.94% | 1.15% | 1.78% | Q4 2019 | Q3 2023 | 16 |
AFAM CAPITAL, INC. | 16 | 16 | 0.18% | 0.24% | 0.34% | Q4 2014 | Q3 2018 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 2.50% | 3.18% | 4.25% | Q4 2019 | Q3 2023 | 16 |
Chesley Taft & Associates LLC | 7 | 1 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q3 2021 | 16 |
CAHILL FINANCIAL ADVISORS INC | 12 | 4 | 0.07% | 0.13% | 0.22% | Q3 2019 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.24% | 0.28% | 0.36% | Q4 2019 | Q3 2023 | 16 |
HYMAN CHARLES D | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 16 |
Onex Canada Asset Management Inc. | 10 | 6 | 0.12% | 0.57% | 4.55% | Q1 2015 | Q4 2021 | 16 |
Itau Unibanco Holding S.A. | 10 | 1 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q2 2023 | 16 |
PROFFITT & GOODSON INC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 16 |
Bank Pictet & Cie (Europe) AG | 16 | 16 | 0.73% | 1.47% | 2.58% | Q4 2019 | Q3 2023 | 16 |
Burt Wealth Advisors | 12 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2020 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.24% | 0.80% | 1.58% | Q4 2019 | Q3 2023 | 16 |
Raab & Moskowitz Asset Management LLC | 15 | 1 | 0.04% | 0.16% | 0.27% | Q3 2018 | Q2 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.01% | 0.38% | 0.77% | Q4 2019 | Q3 2023 | 16 |
FormulaFolio Investments, LLC | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2021 | 16 |
Physician Wealth Advisors, Inc. | 13 | 3 | 0.05% | 0.10% | 0.18% | Q3 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.64% | 0.84% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Barry Investment Advisors, LLC | 14 | 1 | 0.08% | 0.19% | 0.33% | Q1 2015 | Q3 2023 | 16 |
Wambolt & Associates, LLC | 16 | 16 | 0.24% | 0.49% | 0.63% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.89% | 1.06% | 1.24% | Q4 2019 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.04% | 0.28% | 1.01% | Q4 2018 | Q3 2022 | 16 |
Ninety One North America, Inc. | 9 | 7 | 0.42% | 1.01% | 2.26% | Q1 2015 | Q4 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.16% | 0.30% | 0.41% | Q4 2019 | Q3 2023 | 16 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 2 | 0.03% | 0.12% | 0.18% | Q2 2015 | Q3 2021 | 16 |
Intersect Capital LLC | 16 | 16 | 0.09% | 0.17% | 0.22% | Q3 2018 | Q2 2022 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.09% | 0.20% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.05% | 0.22% | 0.47% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Edgestream Partners, L.P. | 10 | 1 | 0.02% | 0.33% | 1.61% | Q3 2016 | Q3 2023 | 16 |
Galibier Capital Management Ltd. | 15 | 15 | 0.15% | 0.56% | 5.07% | Q2 2019 | Q4 2022 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.05% | 0.07% | 0.14% | Q4 2017 | Q2 2021 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 1.53% | 1.94% | 2.16% | Q4 2017 | Q2 2021 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 15 |
SIMON QUICK ADVISORS, LLC | 6 | 2 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 15 |
RMB Capital Management, LLC | 4 | 2 | 0.01% | 0.03% | 0.19% | Q4 2014 | Q3 2023 | 15 |
MADISON WEALTH MANAGEMENT | 15 | 15 | 0.16% | 0.25% | 0.30% | Q4 2019 | Q2 2023 | 15 |
Alexandria Capital, LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2021 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.32% | 0.57% | 0.99% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.02% | 0.22% | 0.42% | Q2 2016 | Q3 2023 | 15 |
A. D. Beadell Investment Counsel, Inc. | 15 | 15 | 2.04% | 2.60% | 3.33% | Q1 2020 | Q3 2023 | 15 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 7 | 0.09% | 0.21% | 0.69% | Q1 2015 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.10% | 0.12% | 0.15% | Q2 2016 | Q4 2019 | 15 |
Centiva Capital, LP | 9 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Crewe Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.48% | 0.85% | 1.13% | Q1 2020 | Q3 2023 | 15 |
Gladstone Institutional Advisory LLC | 11 | 4 | 0.07% | 0.17% | 0.39% | Q2 2019 | Q3 2023 | 15 |
TIAA, FSB | 11 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q2 2023 | 15 |
Strategic Advisors LLC | 9 | 3 | 0.05% | 0.27% | 0.56% | Q3 2018 | Q3 2023 | 15 |
Sarasin & Partners LLP | 9 | 6 | 0.02% | 0.42% | 2.44% | Q1 2015 | Q3 2020 | 15 |
DF DENT & CO INC | 13 | 2 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.10% | 0.22% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Blume Capital Management, Inc. | 9 | 1 | 0.01% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 15 |
Principle Wealth Partners LLC | 12 | 1 | 0.05% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.05% | 0.09% | 0.16% | Q1 2017 | Q3 2020 | 15 |
COMMERCE BANK | 15 | 15 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.02% | 0.07% | 0.10% | Q2 2020 | Q4 2023 | 15 |
Livforsakringsbolaget Skandia, Omsesidigt | 15 | 15 | 0.08% | 0.78% | 1.07% | Q1 2015 | Q3 2018 | 15 |
CLEARARC CAPITAL INC | 15 | 15 | 0.40% | 0.59% | 1.05% | Q1 2015 | Q3 2018 | 15 |
KCS Wealth Advisory | 15 | 15 | 0.09% | 0.17% | 0.22% | Q3 2018 | Q1 2022 | 15 |
Laidlaw Wealth Management LLC | 15 | 15 | 0.04% | 0.11% | 0.23% | Q4 2019 | Q2 2023 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q3 2021 | 15 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.48% | 1.43% | Q1 2015 | Q4 2022 | 15 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 15 |
F3Logic, LLC | 15 | 15 | 0.03% | 0.25% | 0.45% | Q3 2018 | Q1 2022 | 15 |
MAGNOLIA CAPITAL ADVISORS LLC | 15 | 15 | 0.21% | 0.56% | 1.99% | Q4 2019 | Q2 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.15% | 0.25% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q1 2022 | 15 |
LGL PARTNERS, LLC | 15 | 15 | 0.04% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Artemis Wealth Advisors, LLC | 9 | 6 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
ALPS ADVISORS INC | 6 | 1 | 0.00% | 0.08% | 0.25% | Q1 2018 | Q3 2023 | 15 |
Martin Capital Partners, LLC | 15 | 15 | 1.62% | 2.12% | 2.55% | Q2 2020 | Q4 2023 | 15 |
Uncommon Cents Investing LLC | 15 | 15 | 0.55% | 0.73% | 0.92% | Q1 2020 | Q3 2023 | 15 |
Trexquant Investment LP | 6 | 1 | 0.06% | 0.30% | 0.80% | Q3 2015 | Q3 2023 | 15 |
1776 Wealth LLC | 15 | 15 | 0.18% | 0.28% | 0.37% | Q4 2019 | Q2 2023 | 15 |
CORNERCAP INVESTMENT COUNSEL INC | 10 | 2 | 0.03% | 0.15% | 0.48% | Q3 2017 | Q4 2021 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.26% | 0.47% | 0.69% | Q4 2019 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 1 | 0.01% | 0.07% | 0.24% | Q4 2019 | Q3 2023 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 15 | 15 | 0.11% | 0.16% | 0.33% | Q1 2020 | Q3 2023 | 15 |
EVOKE WEALTH, LLC | 14 | 1 | 0.01% | 0.18% | 0.51% | Q3 2019 | Q2 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.11% | 0.40% | 0.65% | Q1 2017 | Q3 2020 | 15 |
Rikoon Group, LLC | 11 | 4 | 0.08% | 0.22% | 0.46% | Q3 2016 | Q1 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 0.23% | 0.36% | 0.47% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.25% | 0.52% | 0.68% | Q3 2016 | Q1 2020 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.06% | 0.13% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.44% | 0.54% | 0.72% | Q4 2019 | Q3 2023 | 15 |
WASHINGTON CAPITAL MANAGEMENT, INC | 15 | 15 | 0.44% | 0.76% | 1.26% | Q1 2020 | Q3 2023 | 15 |
Cheviot Value Management, LLC | 15 | 15 | 0.91% | 1.30% | 2.02% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 14 | 1 | 0.00% | 0.03% | 0.20% | Q1 2020 | Q4 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.05% | 0.31% | 0.44% | Q4 2016 | Q2 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.09% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Choate Investment Advisors | 12 | 1 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 15 |
WEALTHFRONT Corp | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q3 2018 | 15 |
Freedom Day Solutions, LLC | 15 | 15 | 0.11% | 1.21% | 1.95% | Q4 2018 | Q2 2022 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.09% | 0.17% | 0.22% | Q1 2020 | Q3 2023 | 15 |
SP Asset Management | 13 | 2 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q1 2022 | 15 |
BALASA DINVERNO & FOLTZ LLC | 10 | 5 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2022 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.32% | 0.56% | 0.81% | Q4 2019 | Q3 2023 | 15 |
Hotaling Investment Management, LLC | 15 | 15 | 0.81% | 1.48% | 1.86% | Q4 2018 | Q2 2022 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.09% | 0.19% | 0.31% | Q4 2019 | Q3 2023 | 15 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 13 | 2 | 0.02% | 0.07% | 0.17% | Q4 2018 | Q2 2023 | 15 |
Liberty Mutual Group Asset Management Inc. | 15 | 15 | 0.11% | 0.21% | 0.32% | Q1 2015 | Q3 2018 | 15 |
Hirtle Callaghan & Co LLC | 15 | 15 | 0.01% | 0.07% | 0.18% | Q2 2015 | Q4 2018 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 1 | 0.13% | 0.28% | 0.56% | Q2 2018 | Q3 2023 | 15 |
Xcel Wealth Management, LLC | 14 | 14 | 0.44% | 2.11% | 3.93% | Q2 2020 | Q3 2023 | 14 |
S.E.E.D. Planning Group LLC | 13 | 1 | 0.09% | 0.30% | 0.93% | Q4 2019 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2022 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.01% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 14 |
CATAWBA CAPITAL MANAGEMENT /VA | 14 | 14 | 0.23% | 0.26% | 0.31% | Q1 2015 | Q2 2018 | 14 |
Cornerstone Advisory, LLC | 14 | 14 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Peloton Wealth Strategists | 14 | 14 | 0.70% | 1.64% | 2.22% | Q2 2020 | Q3 2023 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.31% | 0.59% | 0.85% | Q4 2018 | Q1 2022 | 14 |
CAPITAL ONE, NATIONAL ASSOCIATION | 14 | 14 | 0.12% | 0.44% | 0.70% | Q1 2015 | Q2 2018 | 14 |
SECTOR GAMMA AS | 14 | 14 | 4.60% | 5.57% | 7.57% | Q2 2020 | Q3 2023 | 14 |
J. W. Coons Advisors, LLC | 14 | 14 | 0.06% | 0.24% | 0.43% | Q1 2020 | Q2 2023 | 14 |
CWA Asset Management Group, LLC | 14 | 14 | 0.02% | 0.08% | 0.12% | Q1 2020 | Q2 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.05% | 0.20% | 0.28% | Q4 2018 | Q1 2022 | 14 |
Newman Dignan & Sheerar, Inc. | 13 | 1 | 0.06% | 0.66% | 1.10% | Q2 2019 | Q3 2023 | 14 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 14 | 14 | 0.42% | 0.89% | 1.21% | Q4 2014 | Q1 2018 | 14 |
Nippon Life Global Investors Americas, Inc. | 10 | 4 | 0.53% | 0.81% | 0.98% | Q1 2015 | Q2 2020 | 14 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 4 | 0.00% | 0.07% | 0.13% | Q3 2018 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.14% | 0.22% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Knuff & Co LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 14 |
AMERICAN FINANCIAL GROUP INC | 14 | 14 | 0.41% | 0.60% | 0.73% | Q1 2015 | Q2 2018 | 14 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.00% | 0.47% | 1.10% | Q2 2015 | Q4 2021 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.22% | 0.32% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Meridian Wealth Management, LLC | 13 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 14 |
HOEY INVESTMENTS, INC | 7 | 1 | 0.00% | 0.16% | 1.46% | Q4 2019 | Q3 2023 | 14 |
MONETTA FINANCIAL SERVICES INC | 7 | 7 | 0.36% | 0.75% | 1.16% | Q1 2015 | Q1 2020 | 14 |
MUFG Securities EMEA plc | 14 | 14 | 0.01% | 0.30% | 0.97% | Q3 2017 | Q4 2020 | 14 |
Jolley Asset Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2018 | 14 |
CWS Financial Advisors, LLC | 7 | 2 | 0.08% | 0.14% | 0.21% | Q4 2019 | Q3 2023 | 14 |
Capital Bank & Trust Co | 12 | 2 | 0.00% | 0.21% | 1.16% | Q2 2017 | Q1 2021 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.10% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Cumberland Partners Ltd | 14 | 14 | 0.32% | 1.02% | 1.82% | Q2 2018 | Q3 2021 | 14 |
FLC Capital Advisors | 11 | 1 | 0.06% | 0.09% | 0.13% | Q1 2019 | Q2 2023 | 14 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.03% | 1.66% | 4.10% | Q1 2015 | Q3 2023 | 14 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 14 | 14 | 2.19% | 4.76% | 5.56% | Q4 2017 | Q1 2021 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.22% | 0.30% | 0.37% | Q4 2018 | Q3 2023 | 14 |
Cedar Wealth Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 3 | 0.01% | 0.73% | 1.72% | Q1 2015 | Q3 2019 | 14 |
Core Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
Westchester Capital Management, Inc. | 14 | 14 | 1.98% | 2.48% | 3.01% | Q2 2020 | Q3 2023 | 14 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 14 |
Rodgers Brothers Inc. | 14 | 14 | 0.18% | 0.32% | 0.40% | Q2 2020 | Q3 2023 | 14 |
HARRELL INVESTMENT PARTNERS, LLC | 13 | 1 | 0.74% | 0.98% | 1.45% | Q1 2020 | Q3 2023 | 14 |
Congress Park Capital LLC | 13 | 1 | 0.13% | 0.37% | 0.54% | Q1 2020 | Q3 2023 | 14 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 1 | 0.14% | 0.92% | 1.39% | Q4 2016 | Q4 2023 | 14 |
SIGNET FINANCIAL MANAGEMENT, LLC | 10 | 1 | 0.02% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 14 | 0.00% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Intercontinental Wealth Advisors, LLC | 11 | 1 | 0.01% | 0.17% | 0.32% | Q4 2018 | Q2 2023 | 14 |
ARMISTICE CAPITAL, LLC | 14 | 14 | 0.79% | 1.18% | 2.38% | Q2 2020 | Q3 2023 | 14 |
OKABENA INVESTMENT SERVICES INC | 14 | 14 | 0.04% | 0.84% | 1.64% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2022 | 14 |
Pinkerton Retirement Specialists, LLC | 11 | 3 | 0.01% | 0.03% | 0.22% | Q1 2015 | Q3 2018 | 14 |
Impax Asset Management Group plc | 14 | 14 | 0.02% | 0.12% | 0.25% | Q3 2018 | Q4 2021 | 14 |
Teza Capital Management LLC | 2 | 1 | 0.06% | 0.49% | 0.99% | Q4 2017 | Q2 2023 | 14 |
SAGE RHINO CAPITAL LLC | 14 | 14 | 0.08% | 0.14% | 0.20% | Q1 2019 | Q2 2022 | 14 |
A.R.T. Advisors, LLC | 7 | 1 | 0.02% | 0.23% | 1.28% | Q2 2016 | Q1 2021 | 14 |
J.W. COLE ADVISORS, INC. | 13 | 1 | 0.04% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 14 |
MOSELEY INVESTMENT MANAGEMENT INC | 14 | 14 | 0.33% | 0.52% | 0.59% | Q2 2020 | Q3 2023 | 14 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 11 | 3 | 0.05% | 0.07% | 0.10% | Q1 2015 | Q4 2020 | 14 |
Cito Capital Group, LLC | 8 | 6 | 0.12% | 0.25% | 0.51% | Q3 2019 | Q3 2023 | 14 |
Trust Asset Management LLC | 14 | 14 | 0.07% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Global Thematic Partners, LLC | 14 | 14 | 0.78% | 1.88% | 2.40% | Q4 2016 | Q1 2020 | 14 |
INDEPENDENT INVESTORS INC | 14 | 14 | 0.06% | 0.09% | 0.11% | Q2 2019 | Q3 2022 | 14 |
WASATCH ADVISORS LP | 14 | 14 | 0.03% | 0.24% | 0.41% | Q4 2014 | Q1 2018 | 14 |
British Airways Pensions Investment Management Ltd | 7 | 7 | 0.28% | 0.88% | 1.48% | Q1 2015 | Q2 2020 | 14 |
CHICAGO EQUITY PARTNERS LLC | 9 | 5 | 0.01% | 0.32% | 0.81% | Q1 2015 | Q1 2020 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.09% | 0.49% | 0.98% | Q3 2015 | Q2 2021 | 14 |
ACCIDENT COMPENSATION CORP | 7 | 7 | 0.18% | 0.43% | 0.82% | Q4 2016 | Q2 2020 | 14 |
NuWave Investment Management, LLC | 6 | 1 | 0.01% | 0.75% | 1.41% | Q4 2017 | Q2 2022 | 14 |
Samalin Investment Counsel, LLC | 14 | 14 | 0.18% | 0.25% | 0.30% | Q4 2019 | Q1 2023 | 14 |
MARINO, STRAM & ASSOCIATES LLC | 7 | 1 | 0.02% | 0.07% | 0.16% | Q4 2017 | Q3 2023 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.32% | 0.50% | 0.62% | Q2 2020 | Q3 2023 | 14 |
RELIANCE TRUST CO OF DELAWARE | 8 | 1 | 0.18% | 0.30% | 0.50% | Q1 2015 | Q1 2019 | 14 |
NORRIS PERNE & FRENCH LLP/MI | 9 | 1 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q1 2022 | 14 |
Measured Wealth Private Client Group, LLC | 13 | 1 | 0.05% | 0.22% | 0.37% | Q3 2018 | Q3 2023 | 14 |
Sicart Associates LLC | 14 | 14 | 0.44% | 0.98% | 2.87% | Q2 2020 | Q3 2023 | 14 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 14 | 14 | 1.02% | 1.40% | 1.78% | Q2 2020 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Investment Partners, LLC | 13 | 13 | 1.85% | 2.65% | 3.33% | Q2 2017 | Q2 2020 | 13 |
Tufton Capital Management | 13 | 13 | 0.07% | 0.69% | 1.48% | Q3 2020 | Q3 2023 | 13 |
Retirement Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.35% | 0.50% | 0.60% | Q2 2017 | Q2 2020 | 13 |
PURA VIDA INVESTMENTS, LLC | 6 | 1 | 0.50% | 2.29% | 7.26% | Q2 2016 | Q1 2021 | 13 |
PSI Advisors, LLC | 12 | 1 | 0.03% | 0.09% | 0.21% | Q4 2019 | Q3 2023 | 13 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 3 | 0.12% | 0.21% | 0.43% | Q1 2015 | Q4 2019 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Axiom Investment Management LLC | 7 | 1 | 0.28% | 0.35% | 0.56% | Q4 2018 | Q3 2022 | 13 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.16% | 0.26% | Q1 2016 | Q2 2023 | 13 |
360 Financial, Inc. | 12 | 1 | 0.11% | 0.15% | 0.20% | Q4 2019 | Q2 2023 | 13 |
MENLO ADVISORS LLC | 13 | 13 | 2.05% | 3.48% | 5.50% | Q3 2013 | Q3 2016 | 13 |
Nexus Investment Management ULC | 13 | 13 | 1.60% | 2.09% | 2.64% | Q3 2020 | Q3 2023 | 13 |
Prime Capital Investment Advisors, LLC | 7 | 1 | 0.00% | 0.03% | 0.22% | Q2 2018 | Q3 2023 | 13 |
IAT REINSURANCE CO LTD. | 13 | 13 | 0.11% | 0.29% | 0.72% | Q1 2015 | Q1 2018 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q2 2018 | 13 |
Assured Investment Management LLC | 8 | 1 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q1 2019 | 13 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.05% | 0.56% | 0.99% | Q2 2015 | Q3 2023 | 13 |
KG&L Capital Management,LLC | 13 | 13 | 0.10% | 0.24% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Weaver C. Barksdale & Associates, Inc. | 8 | 5 | 1.03% | 1.24% | 1.40% | Q4 2016 | Q3 2023 | 13 |
FORBES J M & CO LLP | 13 | 13 | 0.82% | 2.12% | 3.03% | Q1 2015 | Q1 2018 | 13 |
BOURGEON CAPITAL MANAGEMENT LLC | 13 | 13 | 1.73% | 2.75% | 3.41% | Q3 2020 | Q3 2023 | 13 |
DT Investment Partners, LLC | 12 | 1 | 0.04% | 0.12% | 0.14% | Q3 2017 | Q3 2023 | 13 |
Te Ahumairangi Investment Management Ltd | 13 | 13 | 0.22% | 0.56% | 0.71% | Q3 2020 | Q3 2023 | 13 |
Hoese & Co LLP | 13 | 13 | 0.08% | 1.09% | 2.71% | Q4 2020 | Q4 2023 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
IndexIQ Advisors LLC | 13 | 13 | 0.09% | 0.12% | 0.19% | Q1 2019 | Q1 2022 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.12% | 0.18% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Signature Wealth Management Group | 10 | 3 | 0.00% | 0.47% | 0.80% | Q1 2018 | Q4 2022 | 13 |
Round Table Services, LLC | 12 | 1 | 0.05% | 0.21% | 0.29% | Q1 2017 | Q2 2021 | 13 |
CFM WEALTH PARTNERS LLC | 11 | 2 | 0.07% | 0.22% | 0.68% | Q1 2020 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.08% | 0.14% | 0.19% | Q3 2020 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 13 |
TIEDEMANN ADVISORS, LLC | 7 | 2 | 0.01% | 0.08% | 0.23% | Q4 2016 | Q4 2020 | 13 |
Kingfisher Capital LLC | 13 | 13 | 0.37% | 0.59% | 0.71% | Q4 2016 | Q4 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.17% | 0.23% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Nan Shan Life Insurance Co., Ltd. | 7 | 3 | 0.14% | 0.66% | 1.35% | Q1 2015 | Q3 2023 | 13 |
EDMP, INC. | 13 | 13 | 3.80% | 4.39% | 4.98% | Q1 2015 | Q1 2018 | 13 |
MITCHELL CAPITAL MANAGEMENT CO | 13 | 13 | 0.07% | 0.29% | 0.44% | Q4 2017 | Q4 2020 | 13 |
MYCIO WEALTH PARTNERS, LLC | 10 | 3 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q4 2019 | 13 |
Beacon Financial Advisory LLC | 13 | 13 | 0.20% | 0.29% | 0.35% | Q3 2020 | Q3 2023 | 13 |
HRS Investment Holdings, LLC | 13 | 13 | 0.43% | 1.50% | 2.98% | Q4 2015 | Q4 2018 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.05% | 0.12% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Capital World Investors | 10 | 3 | 0.02% | 0.15% | 0.60% | Q4 2016 | Q2 2021 | 13 |
CGN Advisors LLC | 13 | 13 | 0.12% | 0.23% | 0.34% | Q4 2020 | Q4 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 13 |
XML Financial, LLC | 13 | 13 | 0.06% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 13 |
B & T Capital Management DBA Alpha Capital Management | 13 | 13 | 0.59% | 0.71% | 0.80% | Q2 2020 | Q2 2023 | 13 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 1 | 0.06% | 0.15% | 0.28% | Q3 2019 | Q3 2023 | 13 |
Coho Partners, Ltd. | 13 | 13 | 2.19% | 2.87% | 3.50% | Q3 2020 | Q3 2023 | 13 |
Live Oak Private Wealth LLC | 12 | 1 | 0.04% | 0.25% | 0.42% | Q4 2019 | Q2 2023 | 13 |
Pacer Advisors, Inc. | 12 | 1 | 0.01% | 0.09% | 0.24% | Q2 2018 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.97% | 1.33% | 1.56% | Q4 2018 | Q4 2021 | 13 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2023 | 13 |
Banco Santander, S.A. | 10 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q1 2023 | 13 |
MADDEN SECURITIES Corp | 12 | 1 | 0.10% | 0.16% | 0.23% | Q4 2019 | Q2 2023 | 13 |
TPI Fund Managers Ltd | 13 | 13 | 0.97% | 3.89% | 6.14% | Q2 2019 | Q2 2022 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.07% | 0.16% | 0.32% | Q4 2017 | Q4 2020 | 13 |
Graypoint LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.11% | 0.40% | 0.54% | Q4 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Winslow Capital Management, LLC | 10 | 3 | 0.00% | 0.28% | 1.28% | Q2 2015 | Q4 2018 | 13 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 12 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2022 | 13 |
Polaris Wealth Advisory Group, LLC | 6 | 1 | 0.00% | 0.96% | 2.80% | Q1 2015 | Q2 2023 | 13 |
Strategic Blueprint, LLC | 13 | 13 | 0.09% | 0.13% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Dakota Wealth Management | 9 | 1 | 0.02% | 0.08% | 0.19% | Q2 2018 | Q3 2023 | 13 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 2 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q1 2019 | 13 |
CSS LLC/IL | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 13 |
COZAD ASSET MANAGEMENT INC | 13 | 13 | 0.03% | 0.07% | 0.09% | Q2 2018 | Q2 2021 | 13 |
AJO, LP | 11 | 2 | 0.00% | 0.42% | 1.48% | Q3 2016 | Q4 2020 | 13 |
Hodges Capital Management Inc. | 8 | 2 | 0.06% | 0.22% | 0.68% | Q4 2018 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Greenline Partners, LLC | 13 | 13 | 0.34% | 0.65% | 0.88% | Q3 2020 | Q3 2023 | 13 |
Veracity Capital LLC | 12 | 1 | 0.08% | 0.22% | 0.60% | Q4 2019 | Q2 2023 | 13 |
CenturyLink Investment Management Co | 11 | 2 | 0.00% | 0.14% | 0.27% | Q1 2015 | Q1 2020 | 13 |
Birch Capital Management, LLC | 13 | 13 | 0.11% | 0.60% | 1.03% | Q4 2019 | Q4 2022 | 13 |
GENESEE VALLEY TRUST CO | 13 | 13 | 0.50% | 0.62% | 0.92% | Q1 2015 | Q1 2018 | 13 |
Crumly & Associates Inc. | 11 | 2 | 0.09% | 0.20% | 0.28% | Q1 2020 | Q3 2023 | 13 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 1 | 0.20% | 0.72% | 1.54% | Q1 2015 | Q3 2018 | 13 |
WISCONSIN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.14% | 0.74% | 1.79% | Q4 2018 | Q4 2021 | 13 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 13 | 13 | 0.48% | 0.56% | 0.67% | Q1 2015 | Q1 2018 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
DORCHESTER WEALTH MANAGEMENT Co | 7 | 2 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 13 |
South Street Advisors LLC | 13 | 13 | 0.89% | 2.94% | 4.15% | Q1 2015 | Q1 2018 | 13 |
Tyers Asset Management LLC | 12 | 12 | 0.03% | 0.07% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Braun-Bostich & Associates Inc. | 12 | 12 | 0.26% | 0.50% | 0.67% | Q4 2017 | Q3 2020 | 12 |
Virtus Fund Advisers, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q4 2017 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.15% | 0.18% | 0.23% | Q4 2018 | Q3 2021 | 12 |
Asio Capital, LLC | 10 | 2 | 0.44% | 1.17% | 1.80% | Q4 2019 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 1.93% | 2.94% | 4.13% | Q4 2020 | Q3 2023 | 12 |
IFC Holdings Incorporated/FL | 12 | 12 | 0.03% | 0.07% | 0.13% | Q1 2015 | Q4 2017 | 12 |
Foundations Investment Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ISLAY CAPITAL MANAGEMENT, LLC | 7 | 5 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q4 2022 | 12 |
Progressive Investment Management Corp | 12 | 12 | 0.43% | 1.67% | 2.52% | Q1 2015 | Q4 2017 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.32% | 0.41% | 0.52% | Q4 2020 | Q3 2023 | 12 |
LETKO, BROSSEAU & ASSOCIATES INC | 12 | 12 | 0.26% | 0.39% | 0.54% | Q1 2015 | Q4 2017 | 12 |
Sustainable Growth Advisers, LP | 12 | 12 | 0.02% | 0.69% | 1.26% | Q4 2020 | Q3 2023 | 12 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.04% | 0.07% | 0.14% | Q1 2016 | Q2 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Connolly Sarah T. | 12 | 12 | 1.01% | 1.11% | 1.20% | Q4 2020 | Q3 2023 | 12 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 12 | 12 | 0.20% | 0.29% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Wealth Alliance Advisory Group, LLC | 9 | 1 | 0.10% | 0.13% | 0.14% | Q3 2018 | Q2 2022 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.30% | 0.47% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Columbia Trust Co 01012016 | 7 | 2 | 0.11% | 0.26% | 0.56% | Q4 2019 | Q3 2023 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.16% | 0.21% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Berkeley Capital Partners, LLC | 12 | 12 | 0.10% | 0.31% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Redwood Investments, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2021 | 12 |
Avalon Investment & Advisory | 6 | 6 | 0.06% | 0.45% | 0.93% | Q2 2016 | Q1 2023 | 12 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 11 | 1 | 0.40% | 2.10% | 3.27% | Q1 2015 | Q3 2018 | 12 |
AHL Partners LLP | 12 | 12 | 0.02% | 0.18% | 0.36% | Q1 2015 | Q4 2017 | 12 |
SlateStone Wealth, LLC | 9 | 1 | 0.05% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 12 |
Plancorp, LLC | 10 | 1 | 0.17% | 0.32% | 0.72% | Q1 2015 | Q1 2019 | 12 |
Barbara Oil Co. | 12 | 12 | 1.13% | 1.35% | 1.54% | Q1 2015 | Q4 2017 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.29% | 0.48% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Management, Inc. | 10 | 2 | 0.03% | 0.07% | 0.13% | Q1 2015 | Q2 2022 | 12 |
ARDSLEY ADVISORY PARTNERS LP | 9 | 1 | 0.03% | 0.11% | 0.24% | Q2 2015 | Q4 2019 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.17% | 0.24% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Van Hulzen Asset Management, LLC | 7 | 5 | 0.02% | 0.62% | 1.63% | Q2 2019 | Q3 2023 | 12 |
Vest Financial, LLC | 12 | 12 | 1.10% | 1.39% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Raub Brock Capital Management LP | 10 | 2 | 0.05% | 3.46% | 4.67% | Q4 2018 | Q2 2022 | 12 |
Malaga Cove Capital, LLC | 7 | 5 | 0.09% | 0.33% | 0.44% | Q2 2015 | Q3 2023 | 12 |
Catalyst Capital Advisors LLC | 7 | 1 | 0.02% | 0.07% | 0.23% | Q1 2017 | Q3 2023 | 12 |
Signet Investment Advisory Group, Inc. | 12 | 12 | 0.35% | 0.83% | 1.08% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.23% | 0.31% | 0.40% | Q4 2020 | Q3 2023 | 12 |
CFO4Life Group, LLC | 6 | 2 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.33% | 0.40% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Aperture Investors, LLC | 12 | 12 | 0.75% | 0.98% | 1.24% | Q4 2020 | Q3 2023 | 12 |
StoneX Group Inc. | 7 | 1 | 0.05% | 0.11% | 0.29% | Q2 2017 | Q3 2022 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q1 2021 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.05% | 0.14% | 0.23% | Q2 2020 | Q3 2023 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.33% | 0.91% | Q4 2015 | Q2 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.19% | 0.25% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Sompo Asset Management Co., Ltd. | 7 | 1 | 0.05% | 0.73% | 1.66% | Q3 2017 | Q3 2023 | 12 |
Compass Ion Advisors, LLC | 9 | 3 | 0.04% | 0.09% | 0.19% | Q3 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.49% | 1.08% | 1.43% | Q4 2020 | Q3 2023 | 12 |
1623 Capital LLC | 12 | 12 | 1.85% | 2.90% | 4.31% | Q4 2019 | Q3 2022 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 1.38% | 1.77% | 2.00% | Q4 2020 | Q3 2023 | 12 |
SENTINEL ASSET MANAGEMENT, INC. | 12 | 12 | 0.74% | 1.28% | 1.44% | Q4 2014 | Q3 2017 | 12 |
Auxano Advisors, LLC | 12 | 12 | 0.11% | 0.22% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.25% | 0.49% | 1.15% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.12% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Summit Trail Advisors, LLC | 7 | 5 | 0.02% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 12 |
Baillie Gifford | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
BREMER TRUST NATIONAL ASSOCIATION | 10 | 2 | 0.05% | 0.23% | 0.38% | Q1 2015 | Q4 2018 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.03% | 0.32% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.03% | 0.08% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Sentry Investments Corp. | 12 | 12 | 0.31% | 1.32% | 2.21% | Q1 2015 | Q4 2017 | 12 |
Armor Investment Advisors, LLC | 8 | 4 | 0.14% | 0.17% | 0.21% | Q1 2018 | Q3 2021 | 12 |
HENDLEY & CO INC | 9 | 3 | 0.09% | 0.47% | 2.07% | Q1 2015 | Q3 2023 | 12 |
CUE ADVISORY SERVICES, INC. | 12 | 12 | 0.19% | 0.27% | 0.33% | Q4 2015 | Q3 2018 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.17% | 0.24% | 0.62% | Q2 2020 | Q1 2023 | 12 |
Altavista Wealth Management, Inc. | 7 | 1 | 0.05% | 0.11% | 0.18% | Q3 2016 | Q3 2021 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.02% | 0.66% | 1.64% | Q4 2018 | Q1 2022 | 12 |
ARK Investment Management | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 12 |
Concord Wealth Partners | 12 | 12 | 0.02% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
TODD ASSET MANAGEMENT LLC | 11 | 1 | 0.01% | 1.23% | 1.88% | Q3 2016 | Q1 2021 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.08% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.31% | 0.37% | 0.51% | Q4 2020 | Q3 2023 | 12 |
EULAV Asset Management | 12 | 12 | 0.11% | 0.23% | 0.33% | Q1 2015 | Q4 2017 | 12 |
USA FINANCIAL FORMULAS | 10 | 1 | 0.00% | 0.20% | 1.18% | Q1 2015 | Q4 2021 | 12 |
True North Advisors, LLC | 12 | 12 | 0.10% | 0.15% | 0.19% | Q2 2020 | Q1 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
NUANCE INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.34% | 0.84% | Q3 2018 | Q3 2023 | 12 |
Hummer Financial Advisory Services Inc | 11 | 1 | 0.19% | 0.27% | 0.34% | Q4 2019 | Q2 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.02% | 0.36% | 1.40% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.09% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Harvest Fund Management Co., Ltd | 9 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2021 | 12 |
Zions Bancorporation | 11 | 1 | 0.10% | 0.28% | 0.37% | Q1 2015 | Q2 2018 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.24% | 0.72% | Q3 2020 | Q2 2023 | 12 |
Legacy Bridge, LLC | 12 | 12 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
PACES FERRY WEALTH ADVISORS, LLC | 9 | 3 | 0.18% | 0.25% | 0.32% | Q3 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.82% | 0.98% | 1.13% | Q4 2020 | Q3 2023 | 12 |
Yellowstone Partners, LLC | 7 | 2 | 0.24% | 0.41% | 0.52% | Q4 2013 | Q4 2017 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.09% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 12 |
First Capital Advisors Group, LLC. | 7 | 5 | 0.16% | 0.30% | 0.43% | Q4 2016 | Q2 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.04% | 0.11% | 0.31% | Q4 2020 | Q3 2023 | 12 |
Prairiewood Capital, LLC | 12 | 12 | 0.33% | 0.51% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Arcus Capital Partners, LLC | 11 | 1 | 0.04% | 0.16% | 0.27% | Q4 2015 | Q4 2022 | 12 |
Phoenix Holdings Ltd. | 10 | 2 | 0.01% | 0.55% | 1.15% | Q1 2020 | Q2 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.04% | 0.10% | 0.27% | Q4 2016 | Q3 2019 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.15% | 0.25% | 0.63% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Omnia Family Wealth, LLC | 11 | 1 | 0.08% | 0.11% | 0.14% | Q4 2016 | Q4 2019 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.28% | 0.40% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q3 2021 | 12 |
Regal Wealth Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.71% | 0.93% | 1.19% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.03% | 0.08% | 0.21% | Q4 2016 | Q3 2019 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.24% | 0.54% | 0.76% | Q4 2020 | Q3 2023 | 12 |
NinePointTwo Capital LLC | 12 | 12 | 0.08% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.90% | 1.09% | 1.23% | Q4 2020 | Q3 2023 | 12 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 12 | 12 | 0.28% | 0.60% | 0.93% | Q2 2015 | Q1 2018 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.18% | 0.30% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.40% | 0.81% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Graves Light Lenhart Wealth, Inc. | 8 | 4 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q2 2022 | 12 |
Soltis Investment Advisors LLC | 12 | 12 | 0.07% | 0.29% | 0.73% | Q4 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.26% | 0.32% | 0.39% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.26% | 0.31% | 0.40% | Q4 2020 | Q3 2023 | 12 |
SII INVESTMENTS INC/WI | 12 | 12 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q4 2017 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.53% | 0.98% | 1.45% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.23% | 0.33% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Whitnell & Co. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2019 | 12 |
TIEMANN INVESTMENT ADVISORS, LLC | 11 | 1 | 0.21% | 0.26% | 0.31% | Q1 2015 | Q3 2022 | 12 |
Opus Capital Group, LLC | 12 | 12 | 0.05% | 0.11% | 0.16% | Q2 2016 | Q1 2019 | 12 |
MENORA MIVTACHIM HOLDINGS LTD. | 12 | 12 | 0.72% | 1.17% | 1.61% | Q4 2016 | Q3 2019 | 12 |
Blueshift Asset Management, LLC | 3 | 1 | 0.07% | 0.28% | 0.70% | Q2 2019 | Q3 2023 | 12 |
Neo Ivy Capital Management | 6 | 1 | 0.03% | 0.44% | 0.82% | Q1 2019 | Q2 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.35% | 0.47% | 0.65% | Q4 2020 | Q3 2023 | 12 |
East Coast Asset Management, LLC. | 12 | 12 | 0.06% | 0.14% | 0.21% | Q1 2015 | Q4 2017 | 12 |
Sunburst Financial Group, LLC | 11 | 1 | 0.08% | 0.18% | 0.24% | Q4 2019 | Q2 2023 | 12 |
Strategic Global Advisors, LLC | 8 | 4 | 0.06% | 0.70% | 1.52% | Q1 2015 | Q3 2020 | 12 |
GLG LLC | 12 | 12 | 0.14% | 0.38% | 0.62% | Q1 2015 | Q4 2017 | 12 |
BOK Financial Private Wealth, Inc. | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2020 | 11 |
First Dallas Securities Inc. | 8 | 3 | 0.06% | 0.34% | 0.68% | Q4 2020 | Q3 2023 | 11 |
ROWLANDMILLER & PARTNERS.ADV | 9 | 2 | 0.04% | 0.10% | 0.13% | Q1 2021 | Q4 2023 | 11 |
ANTIPODES PARTNERS Ltd | 11 | 11 | 0.94% | 3.84% | 6.34% | Q2 2019 | Q4 2021 | 11 |
Sageworth Trust Co | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.05% | 0.15% | 0.65% | Q4 2020 | Q2 2023 | 11 |
IMPAX ASSET MANAGEMENT LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q2 2018 | 11 |
Hall Private Wealth Advisors | 10 | 1 | 1.36% | 3.28% | 4.32% | Q4 2020 | Q3 2023 | 11 |
THOMPSON DAVIS & CO., INC. | 11 | 11 | 0.02% | 0.08% | 0.38% | Q1 2015 | Q3 2017 | 11 |
Centre Asset Management, LLC | 6 | 2 | 1.76% | 2.46% | 2.81% | Q3 2018 | Q4 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Commonwealth Equity Services, Inc | 11 | 11 | 0.08% | 0.10% | 0.12% | Q1 2015 | Q3 2017 | 11 |
SEIZERT CAPITAL PARTNERS, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2017 | 11 |
Barrington Strategic Wealth Management Group LLC | 11 | 11 | 0.35% | 0.40% | 0.51% | Q1 2015 | Q3 2017 | 11 |
SeaTown Holdings Pte. Ltd. | 11 | 11 | 0.13% | 1.87% | 2.92% | Q1 2019 | Q3 2021 | 11 |
Beaumont Asset Management, L.L.C. | 6 | 2 | 0.17% | 0.50% | 0.92% | Q4 2019 | Q3 2023 | 11 |
FISHMAN JAY A LTD/MI | 11 | 11 | 0.17% | 0.20% | 0.24% | Q1 2015 | Q3 2017 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.11% | 0.14% | 0.19% | Q2 2016 | Q4 2018 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.11% | 0.25% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Geneva Advisors, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2017 | 11 |
EDGAR LOMAX CO/VA | 7 | 4 | 0.90% | 1.33% | 2.07% | Q1 2018 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.13% | 0.28% | 0.47% | Q4 2019 | Q2 2022 | 11 |
Divergent Wealth Advisors | 11 | 11 | 0.66% | 0.77% | 0.83% | Q1 2018 | Q3 2020 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2020 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.24% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 11 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 11 | 0.05% | 0.08% | 0.10% | Q1 2015 | Q3 2017 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.11% | 0.21% | 0.35% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.15% | 0.18% | 0.20% | Q4 2017 | Q2 2020 | 11 |
Visionary Wealth Advisors | 6 | 5 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 11 |
Systematic Alpha Investments, LLC | 11 | 11 | 0.12% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
STEEL GROVE CAPITAL ADVISORS, LLC | 8 | 3 | 0.03% | 0.05% | 0.10% | Q3 2015 | Q4 2018 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 11 | 11 | 0.19% | 0.47% | 0.80% | Q1 2015 | Q3 2017 | 11 |
DUALITY ADVISERS, LP | 4 | 2 | 0.03% | 0.30% | 0.71% | Q4 2018 | Q1 2023 | 11 |
DUDLEY & SHANLEY, INC. | 11 | 11 | 1.87% | 4.40% | 5.70% | Q4 2019 | Q2 2022 | 11 |
JENNISON ASSOCIATES LLC | 8 | 3 | 0.00% | 0.06% | 0.13% | Q1 2015 | Q3 2021 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.04% | 0.09% | 0.21% | Q4 2018 | Q3 2021 | 11 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 11 | 11 | 1.55% | 2.50% | 2.95% | Q1 2015 | Q3 2017 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.02% | 0.83% | 1.43% | Q1 2021 | Q3 2023 | 11 |
RAY GERALD L & ASSOCIATES LTD | 11 | 11 | 0.03% | 0.10% | 0.16% | Q1 2015 | Q3 2017 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.00% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Vontobel Swiss Wealth Advisors AG | 11 | 11 | 0.20% | 1.39% | 3.72% | Q3 2016 | Q1 2019 | 11 |
LMCG INVESTMENTS, LLC | 7 | 4 | 0.04% | 0.14% | 0.20% | Q4 2014 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.52% | 1.16% | 1.75% | Q4 2019 | Q2 2022 | 11 |
Orbimed Advisors | 11 | 11 | 0.26% | 0.56% | 0.82% | Q2 2015 | Q4 2017 | 11 |
Financial & Tax Architects, LLC | 11 | 11 | 1.29% | 1.57% | 1.72% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.01% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.23% | 0.45% | 0.62% | Q2 2020 | Q4 2022 | 11 |
Shoker Investment Counsel, Inc. | 7 | 1 | 0.10% | 0.14% | 0.17% | Q3 2018 | Q1 2022 | 11 |
Guardian Wealth Advisors, LLC | 8 | 3 | 0.02% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 11 |
Ranch Capital Advisors Inc. | 8 | 3 | 0.01% | 0.16% | 0.60% | Q4 2019 | Q3 2023 | 11 |
Jupiter Wealth Management LLC | 8 | 3 | 0.27% | 0.40% | 0.83% | Q3 2020 | Q3 2023 | 11 |
Kore Private Wealth LLC | 9 | 2 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2021 | 11 |
Joel Isaacson & Co., LLC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2021 | 11 |
NATIONAL PLANNING CORP | 11 | 11 | 0.04% | 0.05% | 0.09% | Q1 2015 | Q3 2017 | 11 |
American Research & Management Co. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 11 |
River Wealth Advisors LLC | 5 | 1 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q2 2023 | 11 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
HOLLAND CAPITAL MANAGEMENT LLC | 11 | 11 | 1.46% | 2.33% | 3.03% | Q4 2014 | Q2 2017 | 11 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.04% | 0.15% | Q4 2017 | Q2 2023 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 1 | 0.04% | 0.08% | 0.16% | Q3 2016 | Q4 2022 | 11 |
JT Stratford LLC | 11 | 11 | 0.16% | 0.84% | 1.62% | Q2 2017 | Q4 2019 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.25% | 0.35% | 0.47% | Q1 2020 | Q3 2022 | 11 |
SWS Partners | 7 | 2 | 0.00% | 0.89% | 1.62% | Q4 2017 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Angeles Investment Advisors, LLC | 4 | 3 | 0.02% | 0.07% | 0.35% | Q1 2019 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.09% | 0.10% | 0.12% | Q4 2018 | Q2 2021 | 11 |
Hoover Financial Advisors, Inc. | 11 | 11 | 0.13% | 0.33% | 0.59% | Q4 2018 | Q2 2021 | 11 |
StrongBox Wealth, LLC | 7 | 1 | 0.12% | 0.39% | 1.26% | Q1 2020 | Q4 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.04% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
HighTower Trust Company, N.A. | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.05% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 6 | 1 | 0.03% | 0.08% | 0.14% | Q1 2015 | Q3 2023 | 11 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 4 | 0.01% | 0.05% | 0.10% | Q1 2015 | Q2 2019 | 11 |
Summit Financial Strategies, Inc. | 10 | 1 | 0.05% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 11 |
Nationwide Fund Advisors | 11 | 11 | 0.19% | 0.23% | 0.28% | Q1 2015 | Q3 2017 | 11 |
VisionPoint Advisory Group, LLC | 6 | 2 | 0.08% | 0.12% | 0.17% | Q2 2020 | Q3 2023 | 11 |
BAR HARBOR TRUST SERVICES | 7 | 1 | 0.00% | 1.96% | 3.22% | Q1 2015 | Q2 2022 | 11 |
West Branch Capital LLC | 10 | 1 | 0.01% | 0.04% | 0.32% | Q4 2019 | Q3 2023 | 11 |
Biltmore Wealth Management, LLC | 11 | 11 | 0.21% | 0.25% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Counsel, Inc | 4 | 1 | 0.04% | 0.07% | 0.10% | Q1 2017 | Q3 2023 | 11 |
Glovista Investments LLC | 11 | 11 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q2 2021 | 11 |
Capital International Investors | 11 | 11 | 0.06% | 0.36% | 0.86% | Q4 2016 | Q2 2019 | 11 |
Geller Advisors LLC | 9 | 2 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Journey Advisory Group, LLC | 7 | 4 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 11 |
TLP GROUP LLC | 5 | 2 | 0.02% | 0.19% | 0.38% | Q4 2015 | Q3 2018 | 10 |
Summit Financial, LLC | 10 | 10 | 0.06% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Global Wealth Management Investment Advisory, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 10 |
Y-Intercept (Hong Kong) Ltd | 7 | 3 | 0.02% | 0.17% | 0.41% | Q4 2020 | Q2 2023 | 10 |
UNIVEST FINANCIAL Corp | 7 | 1 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q2 2023 | 10 |
PUZO MICHAEL J | 7 | 3 | 0.12% | 0.69% | 1.30% | Q1 2015 | Q3 2023 | 10 |
Capital International Sarl | 10 | 10 | 0.14% | 0.27% | 0.44% | Q4 2016 | Q1 2019 | 10 |
CAPITAL INTERNATIONAL LTD /CA/ | 10 | 10 | 0.14% | 0.38% | 0.66% | Q4 2016 | Q1 2019 | 10 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 10 | 10 | 0.11% | 0.14% | 0.16% | Q1 2015 | Q2 2017 | 10 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.39% | 0.81% | Q2 2016 | Q4 2022 | 10 |
STUYVESANT CAPITAL MANAGEMENT | 10 | 10 | 4.07% | 4.85% | 5.50% | Q1 2015 | Q2 2017 | 10 |
ARGENT CAPITAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.49% | 0.62% | Q3 2020 | Q4 2022 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.89% | 1.05% | 1.25% | Q4 2017 | Q1 2020 | 10 |
OLD DOMINION CAPITAL MANAGEMENT INC | 10 | 10 | 0.08% | 0.22% | 0.26% | Q2 2019 | Q3 2021 | 10 |
NIPPON LIFE INSURANCE CO | 10 | 10 | 0.07% | 0.10% | 0.12% | Q2 2015 | Q3 2017 | 10 |
HUSSMAN STRATEGIC ADVISORS, INC. | 8 | 1 | 0.12% | 1.38% | 1.91% | Q1 2015 | Q4 2022 | 10 |
SOMERVILLE KURT F | 7 | 3 | 0.05% | 0.55% | 1.06% | Q4 2014 | Q3 2023 | 10 |
Capital International, Inc./CA/ | 10 | 10 | 0.08% | 0.27% | 0.62% | Q4 2016 | Q1 2019 | 10 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 7 | 3 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 10 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 1 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2020 | 10 |
Cadence Bank | 5 | 1 | 0.02% | 0.18% | 0.39% | Q4 2018 | Q3 2023 | 10 |
Broderick Brian C | 7 | 3 | 0.09% | 0.47% | 0.88% | Q1 2016 | Q3 2023 | 10 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.00% | 0.09% | 0.21% | Q1 2015 | Q4 2022 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.10% | 0.27% | 0.90% | Q4 2017 | Q3 2021 | 10 |
Amundi | 10 | 10 | 0.16% | 0.44% | 0.64% | Q2 2021 | Q3 2023 | 10 |
River Road Asset Management, LLC | 10 | 10 | 0.05% | 0.18% | 0.34% | Q1 2020 | Q2 2022 | 10 |
CAPSTONE ASSET MANAGEMENT CO | 10 | 10 | 0.29% | 0.47% | 0.77% | Q1 2015 | Q2 2017 | 10 |
NOVARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.14% | 1.11% | 1.39% | Q4 2019 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Spears Abacus Advisors LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2022 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.56% | 0.74% | 1.03% | Q4 2015 | Q1 2018 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Dynamic Capital Management Ltd | 6 | 1 | 0.07% | 0.22% | 0.73% | Q2 2015 | Q3 2018 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.20% | 0.27% | 0.38% | Q1 2021 | Q3 2023 | 10 |
MU Investments Co., Ltd. | 5 | 1 | 0.01% | 0.10% | 0.22% | Q1 2015 | Q4 2017 | 10 |
Morningstar Investment Services LLC | 9 | 1 | 0.00% | 0.38% | 0.51% | Q2 2020 | Q3 2023 | 10 |
DRW Securities, LLC | 3 | 1 | 0.00% | 0.03% | 0.16% | Q4 2017 | Q3 2023 | 10 |
RIVER GLOBAL INVESTORS LLP | 10 | 10 | 0.35% | 0.49% | 0.84% | Q3 2016 | Q4 2018 | 10 |
abrdn Investment Management Ltd | 10 | 10 | 0.02% | 0.49% | 1.34% | Q1 2015 | Q2 2017 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.15% | 0.20% | 0.41% | Q4 2020 | Q3 2023 | 10 |
iAB Financial Bank | 10 | 10 | 0.20% | 0.25% | 0.35% | Q1 2015 | Q2 2017 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.20% | 0.31% | 0.42% | Q4 2019 | Q3 2023 | 10 |
WFG Advisors, LP | 10 | 10 | 0.27% | 0.37% | 0.46% | Q1 2015 | Q2 2017 | 10 |
Commonwealth Financial Services, LLC | 9 | 1 | 0.03% | 0.05% | 0.13% | Q1 2015 | Q3 2023 | 10 |
Candriam S.C.A. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 10 |
Gladius Capital Management LP | 4 | 1 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q4 2021 | 10 |
CAPITAL GUARDIAN TRUST CO | 10 | 10 | 0.02% | 0.53% | 1.86% | Q4 2016 | Q1 2019 | 10 |
HERMES INVESTMENT MANAGEMENT LTD | 8 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q4 2017 | 10 |
Goelzer Investment Management, Inc. | 7 | 3 | 0.02% | 0.12% | 0.37% | Q1 2019 | Q3 2023 | 10 |
PIERSHALE FINANCIAL GROUP, INC. | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2023 | 10 |
Kiwi Wealth Investments Limited Partnership | 5 | 1 | 0.04% | 0.56% | 1.48% | Q3 2015 | Q2 2023 | 10 |
DC Investments Management, LLC | 8 | 2 | 0.14% | 0.48% | 0.81% | Q4 2017 | Q2 2020 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2010 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 10 | 10 | 0.03% | 0.08% | 0.20% | Q1 2015 | Q2 2017 | 10 |
RPg Family Wealth Advisory, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2018 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.03% | 0.09% | 0.48% | Q4 2022 | Q3 2023 | 10 |
Willingdon Wealth Management | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.28% | 0.44% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Beta Wealth Group, Inc. | 10 | 10 | 0.16% | 0.23% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Pictet North America Advisors SA | 10 | 10 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q1 2022 | 10 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 10 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.08% | 0.41% | Q2 2017 | Q3 2023 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2018 | 10 |
KWMG, LLC | 7 | 3 | 0.00% | 0.11% | 0.21% | Q1 2015 | Q1 2019 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.06% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
KENNICOTT CAPITAL MANAGEMENT LLC | 10 | 10 | 0.47% | 0.56% | 0.64% | Q2 2021 | Q3 2023 | 10 |
CT Financial Advisors LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 10 |
Alaethes Wealth LLC | 10 | 10 | 0.74% | 0.84% | 1.06% | Q1 2021 | Q2 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.05% | 0.21% | 0.83% | Q2 2021 | Q3 2023 | 10 |
Hayden Royal, LLC | 9 | 1 | 0.11% | 0.19% | 0.41% | Q4 2018 | Q2 2021 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 1 | 0.08% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.47% | 0.53% | 0.63% | Q3 2021 | Q4 2023 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.17% | 0.29% | 0.40% | Q1 2021 | Q3 2023 | 10 |
CFS Investment Advisory Services, LLC | 9 | 1 | 0.08% | 0.22% | 0.34% | Q4 2020 | Q3 2023 | 10 |
Intermede Investment Partners Ltd | 10 | 10 | 4.05% | 4.73% | 5.33% | Q4 2015 | Q1 2018 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.14% | 0.18% | 0.26% | Q2 2021 | Q3 2023 | 10 |
McClarren Financial Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q1 2019 | 10 |
CHOREO, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q1 2023 | 10 |
44 WEALTH MANAGEMENT LLC | 5 | 5 | 0.24% | 0.55% | 1.40% | Q4 2020 | Q2 2023 | 10 |
Shepherd Financial Partners LLC | 7 | 3 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Sunflower Bank, N.A. | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2022 | 10 |
Royal Fund Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 10 |
Running Oak Capital LLC | 5 | 5 | 0.20% | 1.45% | 1.71% | Q2 2020 | Q3 2023 | 10 |
WoodTrust Financial Corp | 9 | 1 | 0.06% | 0.15% | 0.34% | Q3 2020 | Q3 2023 | 10 |
BRIDGES INVESTMENT COUNSEL INC/ | 8 | 1 | 0.06% | 0.11% | 0.28% | Q1 2015 | Q4 2017 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2020 | 10 |
TRH Financial, LLC | 9 | 1 | 1.01% | 1.84% | 2.56% | Q4 2019 | Q2 2022 | 10 |
Chesapeake Wealth Management | 10 | 10 | 0.08% | 0.27% | 0.52% | Q2 2019 | Q3 2021 | 10 |
Investment Research & Advisory Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Lion Street Advisors, LLC | 4 | 1 | 0.07% | 0.71% | 5.57% | Q1 2020 | Q3 2023 | 10 |
AXS Investments LLC | 8 | 2 | 0.31% | 0.49% | 0.73% | Q1 2021 | Q3 2023 | 10 |
Ocean Capital Management, LLC | 7 | 3 | 0.08% | 0.14% | 0.19% | Q2 2019 | Q1 2022 | 10 |
G&S Capital LLC | 10 | 10 | 0.02% | 0.03% | 0.08% | Q4 2017 | Q1 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.05% | 0.26% | Q1 2021 | Q3 2023 | 10 |
CERTUITY, LLC | 8 | 2 | 0.03% | 0.13% | 0.28% | Q4 2019 | Q3 2023 | 10 |
Lionsbridge Wealth Management LLC | 10 | 10 | 0.90% | 1.19% | 1.59% | Q4 2019 | Q1 2022 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.40% | 0.56% | 0.66% | Q4 2019 | Q1 2022 | 10 |
Maryland State Retirement & Pension System | 4 | 2 | 0.18% | 0.29% | 0.47% | Q4 2020 | Q3 2023 | 10 |
Insight Folios Inc | 10 | 10 | 0.11% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Baldrige Asset Management LLC | 8 | 2 | 0.00% | 0.06% | 0.23% | Q1 2019 | Q1 2023 | 10 |
Keudell/Morrison Wealth Management | 6 | 4 | 0.08% | 0.12% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 9 | 9 | 0.10% | 0.13% | 0.19% | Q3 2021 | Q3 2023 | 9 |
FCM INVESTMENTS/TX | 9 | 9 | 0.08% | 0.09% | 0.09% | Q1 2015 | Q1 2017 | 9 |
Skylands Capital, LLC | 9 | 9 | 0.17% | 0.48% | 0.58% | Q1 2015 | Q1 2017 | 9 |
FORA Capital, LLC | 3 | 1 | 0.24% | 0.58% | 1.55% | Q4 2019 | Q3 2023 | 9 |
Altshuler Shaham Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 9 |
Independent Portfolio Consultants, Inc. | 9 | 9 | 0.16% | 0.25% | 0.42% | Q2 2015 | Q2 2017 | 9 |
EDGE ASSET MANAGEMENT, INC | 9 | 9 | 0.82% | 0.89% | 0.95% | Q1 2015 | Q1 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.13% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Chicago Capital, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 9 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q2 2023 | 9 |
BOSTON ADVISORS LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q2 2019 | 9 |
HEARTLAND ADVISORS INC | 9 | 9 | 0.06% | 0.16% | 0.33% | Q1 2020 | Q1 2022 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.93% | 1.20% | 1.38% | Q4 2020 | Q4 2022 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 1.22% | 1.52% | 1.73% | Q3 2021 | Q3 2023 | 9 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 9 |
Bridgewater Associates | 4 | 1 | 0.02% | 0.24% | 0.95% | Q1 2015 | Q2 2022 | 9 |
Farmers National Bank | 3 | 2 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q2 2019 | 9 |
Westshore Wealth, LLC | 6 | 1 | 0.11% | 0.19% | 0.62% | Q4 2019 | Q2 2023 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.52% | 0.57% | 0.67% | Q3 2021 | Q3 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.25% | 0.50% | 0.88% | Q4 2020 | Q1 2023 | 9 |
Total Clarity Wealth Management, Inc. | 8 | 1 | 0.10% | 0.17% | 0.26% | Q4 2019 | Q2 2022 | 9 |
Eukles Asset Management | 8 | 1 | 0.00% | 1.25% | 1.78% | Q4 2018 | Q2 2021 | 9 |
JLB & ASSOCIATES INC | 8 | 1 | 0.39% | 0.52% | 0.62% | Q1 2015 | Q2 2017 | 9 |
Iron Horse Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
COOPER/HAIMS ADVISORS, LLC | 4 | 1 | 0.14% | 0.17% | 0.26% | Q2 2018 | Q1 2022 | 9 |
Brick & Kyle, Associates | 9 | 9 | 0.09% | 0.11% | 0.13% | Q1 2015 | Q1 2017 | 9 |
CCLA Investment Management | 5 | 4 | 0.08% | 1.00% | 1.65% | Q2 2021 | Q3 2023 | 9 |
Findlay Park Partners LLP | 9 | 9 | 1.28% | 2.38% | 3.62% | Q1 2015 | Q1 2017 | 9 |
Phoenix Wealth Advisors | 5 | 1 | 0.17% | 0.73% | 1.56% | Q4 2020 | Q3 2023 | 9 |
QCI ASSET MANAGEMENT INC/NY | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 9 |
SG3 Management, LLC | 3 | 1 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q1 2022 | 9 |
RMR Wealth Builders | 4 | 1 | 0.00% | 0.06% | 0.10% | Q4 2019 | Q3 2022 | 9 |
XXEC, Inc. | 9 | 9 | 4.02% | 4.89% | 6.66% | Q4 2020 | Q4 2022 | 9 |
PDS Planning, Inc | 4 | 2 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q4 2016 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.88% | 1.33% | 1.66% | Q4 2019 | Q4 2021 | 9 |
Cornerstone Advisors, LLC | 4 | 2 | 0.21% | 0.73% | 1.14% | Q4 2019 | Q3 2023 | 9 |
L & S Advisors Inc | 3 | 2 | 0.18% | 0.87% | 1.84% | Q3 2015 | Q1 2020 | 9 |
FRIESS ASSOCIATES LLC | 5 | 2 | 0.01% | 0.28% | 1.34% | Q4 2015 | Q4 2019 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
BAXTER BROS INC | 9 | 9 | 0.09% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Teamwork Financial Advisors, LLC | 9 | 9 | 0.13% | 0.26% | 0.45% | Q4 2019 | Q4 2021 | 9 |
WD RUTHERFORD LLC | 9 | 9 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q4 2022 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.62% | 0.73% | 0.96% | Q3 2021 | Q3 2023 | 9 |
M. Kraus & Co | 9 | 9 | 1.68% | 1.92% | 2.20% | Q1 2015 | Q1 2017 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.38% | 0.45% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Savior LLC | 9 | 9 | 0.00% | 0.11% | 0.14% | Q4 2019 | Q4 2021 | 9 |
Cooper Financial Group | 8 | 1 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 9 |
BNC WEALTH MANAGEMENT, LLC | 9 | 9 | 0.66% | 0.82% | 1.02% | Q3 2020 | Q3 2022 | 9 |
SPC Financial, Inc. | 6 | 3 | 0.04% | 0.25% | 0.40% | Q4 2020 | Q3 2023 | 9 |
JANUS HENDERSON INVESTORS US LLC | 9 | 9 | 0.05% | 0.20% | 0.42% | Q1 2015 | Q1 2017 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.20% | 0.27% | 0.34% | Q4 2018 | Q4 2020 | 9 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.04% | 0.48% | 0.92% | Q1 2015 | Q4 2022 | 9 |
Successful Portfolios LLC | 9 | 9 | 0.14% | 0.18% | 0.21% | Q1 2021 | Q1 2023 | 9 |
NEW YORK LIFE TRUST CO | 9 | 9 | 0.13% | 0.16% | 0.25% | Q1 2015 | Q1 2017 | 9 |
C WorldWide Group Holding A/S | 9 | 9 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q1 2017 | 9 |
Catamount Wealth Management | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 9 |
Lineweaver Wealth Advisors, LLC | 8 | 1 | 0.06% | 0.11% | 0.24% | Q2 2020 | Q3 2023 | 9 |
Syverson Strege & Co | 5 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.76% | 0.93% | 1.09% | Q4 2021 | Q4 2023 | 9 |
Quotient Investors, LLC | 9 | 9 | 0.05% | 0.42% | 0.78% | Q3 2015 | Q3 2017 | 9 |
ROMAN BUTLER FULLERTON & CO | 5 | 1 | 0.11% | 0.13% | 0.14% | Q3 2019 | Q1 2023 | 9 |
Canvas Wealth Advisors, LLC | 5 | 4 | 0.09% | 0.25% | 0.66% | Q1 2021 | Q3 2023 | 9 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7 | 1 | 0.05% | 0.12% | 0.30% | Q1 2015 | Q4 2019 | 9 |
JOYN Advisors, Inc. | 9 | 9 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q1 2020 | 9 |
Ruane, Cunniff & Goldfarb | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
MANNING & NAPIER ADVISORS LLC | 9 | 9 | 0.43% | 3.05% | 3.97% | Q3 2015 | Q3 2017 | 9 |
Keeler Thomas Management LLC | 9 | 9 | 0.19% | 0.92% | 1.82% | Q4 2020 | Q4 2022 | 9 |
WAFRA INC. | 7 | 1 | 0.06% | 0.16% | 0.41% | Q1 2017 | Q4 2021 | 9 |
Resonant Capital Advisors, LLC | 7 | 1 | 0.04% | 0.13% | 0.28% | Q4 2019 | Q3 2023 | 9 |
GoalVest Advisory LLC | 8 | 1 | 0.40% | 0.68% | 1.11% | Q2 2021 | Q4 2023 | 9 |
RAND WEALTH, LLC | 6 | 3 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q3 2018 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.40% | 0.46% | 0.53% | Q4 2021 | Q4 2023 | 9 |
Evolution Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 9 |
Capital Square, LLC | 5 | 4 | 0.28% | 0.34% | 0.41% | Q1 2020 | Q2 2022 | 9 |
Core Alternative Capital | 9 | 9 | 0.01% | 0.24% | 0.49% | Q3 2021 | Q3 2023 | 9 |
Quantinno Capital Management LP | 8 | 1 | 0.05% | 0.20% | 0.32% | Q3 2019 | Q3 2023 | 9 |
Bradley Mark J. | 9 | 9 | 0.32% | 1.62% | 2.24% | Q4 2020 | Q4 2022 | 9 |
Seven Post Investment Office LP | 7 | 2 | 0.06% | 0.10% | 0.17% | Q3 2019 | Q1 2022 | 9 |
Estate Counselors, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 9 |
Capital Wealth Planning, LLC | 6 | 3 | 0.02% | 0.73% | 3.23% | Q2 2019 | Q4 2021 | 9 |
Abundance Wealth Counselors | 8 | 1 | 0.03% | 0.15% | 0.26% | Q2 2020 | Q4 2022 | 9 |
Werlinich Asset Management, LLC | 9 | 9 | 1.04% | 1.31% | 1.53% | Q1 2021 | Q1 2023 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.18% | 0.31% | 0.46% | Q2 2018 | Q2 2020 | 9 |
Koss-Olinger Consulting, LLC | 5 | 4 | 0.03% | 0.14% | 0.27% | Q2 2021 | Q3 2023 | 9 |
CORNERSTONE ADVISORS INC | 7 | 1 | 0.00% | 0.46% | 0.85% | Q3 2016 | Q4 2021 | 9 |
Private Vista, LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q1 2018 | Q1 2020 | 9 |
Annapolis Financial Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 7 | 2 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2018 | 9 |
Fi3 FINANCIAL ADVISORS, LLC | 8 | 1 | 0.19% | 0.32% | 0.45% | Q1 2021 | Q3 2023 | 9 |
Abacus Wealth Partners, LLC | 6 | 3 | 0.08% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 9 |
Beacon Capital Management, Inc. | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q1 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.10% | 1.35% | 2.30% | Q4 2020 | Q4 2022 | 9 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 2 | 0.01% | 0.43% | 1.30% | Q2 2020 | Q1 2023 | 9 |
Alera Investment Advisors, LLC | 7 | 2 | 0.02% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.05% | 0.09% | 0.16% | Q2 2021 | Q3 2023 | 9 |
swisspartners Ltd. | 9 | 9 | 0.44% | 0.54% | 0.59% | Q4 2020 | Q4 2022 | 9 |
DELTEC ASSET MANAGEMENT LLC | 7 | 2 | 0.09% | 0.35% | 1.22% | Q1 2019 | Q3 2021 | 9 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.04% | 0.11% | 0.15% | Q4 2019 | Q2 2021 | 9 |
CARLSON CAPITAL L P | 4 | 1 | 0.05% | 0.23% | 0.37% | Q2 2015 | Q2 2019 | 9 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.04% | 0.13% | Q3 2020 | Q3 2023 | 9 |
FCF Advisors LLC | 9 | 9 | 0.59% | 1.05% | 1.20% | Q4 2018 | Q4 2020 | 9 |
Widmann Financial Services, Inc. | 8 | 8 | 0.28% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Baker Chad R | 6 | 2 | 0.07% | 0.73% | 1.06% | Q2 2021 | Q3 2023 | 8 |
San Luis Wealth Advisors LLC | 7 | 1 | 0.37% | 1.16% | 2.33% | Q4 2020 | Q1 2023 | 8 |
Golden State Equity Partners | 4 | 1 | 0.22% | 0.51% | 0.99% | Q4 2020 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.22% | 0.31% | 0.56% | Q4 2020 | Q3 2022 | 8 |
Signature Wealth Management Partners, LLC | 8 | 8 | 0.17% | 0.23% | 0.24% | Q4 2020 | Q3 2022 | 8 |
InTrack Investment Management Inc | 8 | 8 | 0.26% | 0.33% | 0.44% | Q1 2022 | Q4 2023 | 8 |
Fusion Family Wealth LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 8 |
Stuart Chaussee & Associates, Inc. | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2021 | 8 |
Quadrature Capital Ltd | 3 | 1 | 0.03% | 0.61% | 2.65% | Q3 2015 | Q3 2019 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.27% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.02% | 0.06% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Golden State Wealth Management, LLC | 4 | 1 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q4 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.28% | 0.32% | 0.34% | Q4 2021 | Q3 2023 | 8 |
GQG Partners LLC | 8 | 8 | 0.32% | 1.22% | 2.83% | Q2 2017 | Q1 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 1.14% | 1.32% | 1.52% | Q4 2020 | Q3 2022 | 8 |
CenterBook Partners LP | 8 | 8 | 0.16% | 0.43% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.42% | 0.80% | 1.16% | Q4 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.76% | 0.88% | 1.02% | Q4 2021 | Q3 2023 | 8 |
JACKSON SQUARE CAPITAL, LLC | 8 | 8 | 0.02% | 0.12% | 0.19% | Q4 2019 | Q3 2021 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Heritage Way Advisors, LLC | 8 | 8 | 0.81% | 1.20% | 1.55% | Q1 2020 | Q4 2021 | 8 |
PALLADIEM, LLC | 4 | 1 | 0.06% | 0.15% | 0.21% | Q1 2015 | Q1 2022 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.69% | 1.09% | 1.33% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.69% | 0.85% | 1.06% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 1.26% | 1.64% | 2.03% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.03% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.21% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Ironsides Asset Advisors, LLC | 8 | 8 | 0.31% | 0.63% | 0.84% | Q2 2015 | Q1 2017 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.02% | 0.55% | 1.79% | Q4 2021 | Q3 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 0.30% | 0.47% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2019 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 0.24% | 0.32% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.52% | 0.70% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.04% | 0.06% | 0.17% | Q1 2017 | Q4 2018 | 8 |
American Trust | 8 | 8 | 0.04% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
SCHOLTZ & COMPANY, LLC | 8 | 8 | 3.79% | 4.39% | 4.77% | Q4 2014 | Q3 2016 | 8 |
Wealth Management Solutions, LLC | 8 | 8 | 0.18% | 0.30% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.30% | 0.33% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.42% | 0.65% | 0.87% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
LBA Wealth Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q1 2017 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.56% | 0.68% | 0.80% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.00% | 0.06% | 0.38% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.94% | 1.22% | 1.55% | Q4 2021 | Q3 2023 | 8 |
Leverty Financial Group, LLC | 8 | 8 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Pearl River Capital, LLC | 5 | 1 | 0.12% | 0.40% | 1.00% | Q4 2019 | Q2 2023 | 8 |
Ferris Capital, LLC | 8 | 8 | 0.02% | 0.23% | 0.39% | Q2 2017 | Q1 2019 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.28% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 1.12% | 1.34% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Parkwood LLC | 5 | 1 | 0.05% | 0.34% | 0.95% | Q2 2015 | Q1 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.52% | 0.70% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.98% | 1.13% | 1.35% | Q4 2021 | Q3 2023 | 8 |
INTREPID FAMILY OFFICE LLC | 8 | 8 | 3.54% | 4.90% | 8.06% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.35% | 0.56% | 0.81% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.42% | 0.45% | 0.49% | Q4 2021 | Q3 2023 | 8 |
VANCE WEALTH, INC. | 8 | 8 | 0.56% | 1.76% | 3.05% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.23% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.44% | 0.64% | 0.85% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.38% | 0.48% | 0.57% | Q4 2021 | Q3 2023 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.21% | 0.78% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.23% | 0.50% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 0.48% | 0.58% | 0.75% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.31% | 0.48% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.20% | 0.46% | 1.03% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.19% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 8 |
Fairhaven Wealth Management, LLC | 8 | 8 | 0.11% | 0.15% | 0.20% | Q2 2020 | Q1 2022 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.12% | 0.39% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Carlson Capital Management | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Sustainable Insight Capital Management, LLC | 3 | 1 | 0.12% | 0.53% | 1.76% | Q4 2018 | Q1 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.13% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Tevis Investment Management | 8 | 8 | 1.19% | 1.88% | 2.44% | Q4 2021 | Q3 2023 | 8 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.06% | 0.34% | Q2 2017 | Q3 2023 | 8 |
Cerebellum GP, LLC | 8 | 8 | 0.12% | 0.25% | 0.30% | Q1 2018 | Q4 2019 | 8 |
Wahed Invest LLC | 8 | 8 | 0.53% | 0.74% | 1.03% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.09% | 0.22% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.52% | 0.64% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Carmignac Gestion | 6 | 2 | 0.76% | 1.39% | 2.05% | Q1 2019 | Q3 2021 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.18% | 0.22% | 0.33% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 1.13% | 1.23% | 1.34% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.10% | 0.16% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Ergoteles LLC | 5 | 1 | 0.02% | 0.11% | 0.46% | Q4 2020 | Q2 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.08% | 0.21% | 0.47% | Q4 2017 | Q3 2019 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 8 | 8 | 0.45% | 1.13% | 1.30% | Q3 2018 | Q2 2020 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.13% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Ascent Wealth Partners, LLC | 6 | 2 | 0.16% | 0.18% | 0.22% | Q1 2015 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.40% | 0.49% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Annex Advisory Services, LLC | 7 | 1 | 0.02% | 0.15% | 0.19% | Q2 2015 | Q1 2022 | 8 |
Velanne Asset Management Ltd | 8 | 8 | 4.39% | 6.88% | 9.50% | Q4 2018 | Q3 2020 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 2 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q2 2023 | 8 |
PHH Investments, Ltd. | 8 | 8 | 0.31% | 0.43% | 0.49% | Q1 2018 | Q4 2019 | 8 |
Magellan Asset Management Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Artemis Investment Management LLP | 7 | 1 | 0.01% | 0.20% | 0.94% | Q1 2015 | Q2 2020 | 8 |
Spectrum Management Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 8 |
Solstein Capital, LLC | 6 | 2 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q2 2022 | 8 |
INSTITUTIONAL CAPITAL LLC | 8 | 8 | 0.83% | 3.06% | 4.46% | Q1 2015 | Q4 2016 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.01% | 0.39% | 0.89% | Q4 2019 | Q3 2023 | 8 |
PBMares Wealth Management LLC | 7 | 1 | 0.09% | 0.19% | 0.31% | Q4 2019 | Q1 2022 | 8 |
MANA Advisors LLC | 5 | 1 | 0.59% | 1.42% | 2.10% | Q4 2017 | Q2 2020 | 8 |
Curated Wealth Partners LLC | 7 | 1 | 0.04% | 0.20% | 0.33% | Q4 2020 | Q2 2023 | 8 |
Westover Capital Advisors, LLC | 8 | 8 | 0.08% | 0.13% | 0.16% | Q2 2020 | Q1 2022 | 8 |
All Terrain Financial Advisors, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q1 2020 | 8 |
Nikko Asset Management Americas, Inc. | 6 | 2 | 0.00% | 0.05% | 0.09% | Q3 2015 | Q4 2017 | 8 |
NorthCoast Asset Management LLC | 7 | 1 | 0.08% | 0.61% | 1.08% | Q2 2019 | Q3 2021 | 8 |
Socorro Asset Management LP | 8 | 8 | 2.98% | 3.68% | 4.47% | Q4 2020 | Q3 2022 | 8 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 7 | 1 | 0.08% | 0.59% | 0.80% | Q1 2021 | Q1 2023 | 8 |
ASPIRIANT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 8 |
Red Door Wealth Management, LLC | 3 | 1 | 0.07% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 8 |
Ativo Capital Management LLC | 8 | 8 | 0.31% | 0.70% | 0.82% | Q1 2015 | Q4 2016 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.05% | 0.07% | 0.12% | Q1 2015 | Q4 2016 | 8 |
Bath Savings Trust Co | 8 | 8 | 0.07% | 0.08% | 0.10% | Q1 2015 | Q4 2016 | 8 |
Liberty Capital Management, Inc. | 6 | 1 | 0.06% | 0.09% | 0.12% | Q3 2016 | Q2 2019 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.06% | 0.10% | 0.12% | Q3 2021 | Q2 2023 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q3 2023 | 8 |
Phocas Financial Corp. | 5 | 1 | 0.01% | 0.23% | 0.44% | Q1 2015 | Q4 2022 | 8 |
Leith Wheeler Investment Counsel Ltd. | 8 | 8 | 0.16% | 0.58% | 1.05% | Q1 2022 | Q4 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Rail-Splitter Capital Management, LLC | 8 | 8 | 2.29% | 3.74% | 4.64% | Q1 2015 | Q4 2016 | 8 |
LEWIS CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.88% | 0.94% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Parsec Financial Management, Inc. | 3 | 1 | 0.01% | 0.20% | 0.88% | Q1 2015 | Q4 2019 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.06% | 1.05% | 1.80% | Q1 2014 | Q4 2015 | 8 |
Argyle Capital Management Inc. | 8 | 8 | 1.14% | 1.36% | 1.50% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.00% | 0.33% | 0.80% | Q3 2020 | Q2 2023 | 8 |
PFG Private Wealth Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BRAUN STACEY ASSOCIATES INC | 4 | 1 | 0.03% | 0.47% | 0.86% | Q1 2016 | Q2 2022 | 8 |
Stephens Investment Management Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
BlackRock Investment Management, LLC | 8 | 8 | 0.27% | 0.35% | 0.43% | Q1 2015 | Q4 2016 | 8 |
Channing Capital Management, LLC | 8 | 8 | 0.19% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
WBH ADVISORY INC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q3 2020 | Q2 2022 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.03% | 0.17% | 0.36% | Q4 2019 | Q3 2022 | 8 |
BlackRock Fund Advisors | 8 | 8 | 0.29% | 0.34% | 0.39% | Q1 2015 | Q4 2016 | 8 |
HIGH POINT BANK & TRUST CO | 8 | 8 | 0.20% | 0.22% | 0.24% | Q1 2015 | Q4 2016 | 8 |
RBF Capital, LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q4 2015 | Q3 2022 | 8 |
BlackRock Institutional Trust Company, N.A. | 8 | 8 | 0.39% | 0.45% | 0.51% | Q1 2015 | Q4 2016 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Grisanti Capital Management LLC | 8 | 8 | 2.67% | 6.17% | 8.82% | Q1 2015 | Q4 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BlackRock Group LTD | 8 | 8 | 0.43% | 0.52% | 0.58% | Q1 2015 | Q4 2016 | 8 |
BLACKROCK ADVISORS LLC | 8 | 8 | 0.35% | 0.45% | 0.55% | Q1 2015 | Q4 2016 | 8 |
BlackRock Japan Co. Ltd | 8 | 8 | 0.44% | 0.51% | 0.56% | Q1 2015 | Q4 2016 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.03% | 0.07% | 0.21% | Q4 2021 | Q3 2023 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.23% | 0.30% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Gyon Technologies Capital Management, LP | 5 | 1 | 0.11% | 0.65% | 1.00% | Q1 2020 | Q2 2022 | 8 |
Integral Health Asset Management, LLC | 4 | 2 | 0.87% | 2.73% | 4.64% | Q4 2019 | Q3 2023 | 8 |
Cornerstone Wealth Group, LLC | 8 | 8 | 0.48% | 0.63% | 0.70% | Q3 2020 | Q2 2022 | 8 |
ERTS Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 8 |
Sage Mountain Advisors LLC | 5 | 3 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 8 |
VECTOR WEALTH MANAGEMENT, LLC | 8 | 8 | 0.36% | 0.71% | 1.39% | Q1 2015 | Q4 2016 | 8 |
Polar Capital Holdings Plc | 8 | 8 | 0.03% | 0.16% | 0.36% | Q4 2020 | Q3 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Oak Harvest Investment Services | 8 | 8 | 1.09% | 1.45% | 1.75% | Q4 2020 | Q3 2022 | 8 |
DCM Advisors, LLC | 8 | 8 | 0.27% | 0.36% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.32% | 0.34% | 0.35% | Q1 2021 | Q3 2023 | 8 |
Octavia Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Quinn Opportunity Partners LLC | 4 | 1 | 0.04% | 0.34% | 1.05% | Q1 2015 | Q3 2017 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 0.08% | 0.69% | 1.80% | Q4 2021 | Q3 2023 | 7 |
INSPIRION WEALTH ADVISORS, LLC | 7 | 7 | 0.16% | 0.17% | 0.20% | Q1 2015 | Q3 2016 | 7 |
Page Arthur B | 7 | 7 | 0.31% | 0.89% | 1.14% | Q1 2022 | Q3 2023 | 7 |
Notis-McConarty Edward | 7 | 7 | 0.35% | 0.68% | 0.87% | Q1 2022 | Q3 2023 | 7 |
Autumn Glory Partners, LLC | 5 | 2 | 0.22% | 0.84% | 1.33% | Q4 2021 | Q3 2023 | 7 |
VNBTrust, National Association | 4 | 1 | 0.08% | 0.12% | 0.13% | Q1 2015 | Q2 2017 | 7 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q2 2023 | 7 |
Corton Capital Inc. | 7 | 7 | 0.16% | 0.37% | 0.67% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.16% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
DEPRINCE RACE & ZOLLO INC | 7 | 7 | 0.58% | 0.72% | 0.82% | Q1 2022 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.28% | 0.53% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Atlas Brown,Inc. | 6 | 1 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q1 2022 | 7 |
1st Global Advisors, Inc. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.01% | 0.14% | 0.51% | Q1 2018 | Q3 2019 | 7 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Ionic Capital Management LLC | 6 | 6 | 0.03% | 0.12% | 0.19% | Q3 2016 | Q4 2017 | 7 |
Blue Barn Wealth, LLC | 4 | 3 | 0.18% | 0.25% | 0.36% | Q4 2021 | Q3 2023 | 7 |
Roof Advisory Group, Inc. | 7 | 7 | 2.15% | 3.37% | 4.97% | Q4 2017 | Q2 2019 | 7 |
Tetrem Capital Management Ltd. | 7 | 7 | 0.56% | 1.52% | 1.96% | Q1 2015 | Q3 2016 | 7 |
Employers Holdings, Inc. | 7 | 7 | 0.32% | 0.48% | 0.72% | Q3 2019 | Q1 2021 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.22% | 0.31% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Clal Insurance Enterprises Holdings Ltd | 7 | 7 | 0.04% | 0.64% | 0.88% | Q1 2015 | Q3 2016 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Numeric Investors LLC | 3 | 1 | 0.00% | 0.38% | 1.50% | Q1 2015 | Q4 2017 | 7 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 1 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2022 | 7 |
ICON ADVISERS INC/CO | 7 | 7 | 0.06% | 0.18% | 0.28% | Q3 2016 | Q1 2018 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Tranquility Partners, LLC | 7 | 7 | 0.16% | 0.21% | 0.24% | Q4 2020 | Q2 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 7 |
KEELEY ASSET MANAGEMENT CORP | 7 | 7 | 0.00% | 0.05% | 0.08% | Q1 2015 | Q3 2016 | 7 |
ZWJ INVESTMENT COUNSEL INC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q4 2020 | 7 |
Westhampton Capital, LLC | 7 | 7 | 0.28% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 7 |
NatWest Group plc | 4 | 3 | 0.01% | 0.11% | 0.21% | Q1 2015 | Q3 2020 | 7 |
Bangor Savings Bank | 6 | 1 | 0.01% | 0.06% | 0.11% | Q3 2019 | Q3 2023 | 7 |
Landsberg, Bennett, & Dubbaneh LLC | 7 | 7 | 0.06% | 0.23% | 0.46% | Q1 2020 | Q3 2021 | 7 |
Pinion Investment Advisors, LLC | 7 | 7 | 0.19% | 0.28% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Geneva Partners, LLC | 4 | 3 | 0.94% | 1.93% | 2.72% | Q3 2019 | Q3 2021 | 7 |
ABNER HERRMAN & BROCK LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q1 2022 | 7 |
SANDLER CAPITAL MANAGEMENT | 6 | 1 | 0.04% | 0.53% | 0.85% | Q1 2015 | Q3 2019 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 1 | 0.15% | 0.21% | 0.30% | Q4 2017 | Q1 2020 | 7 |
Matrix Trust Co | 7 | 7 | 0.06% | 0.28% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Waverton Investment Management Ltd | 4 | 3 | 0.20% | 0.26% | 0.30% | Q3 2019 | Q3 2022 | 7 |
Keene & Associates, Inc. | 7 | 7 | 1.17% | 2.36% | 2.72% | Q1 2022 | Q3 2023 | 7 |
MANAGED ASSET PORTFOLIOS, LLC | 7 | 7 | 0.67% | 1.80% | 2.62% | Q1 2022 | Q3 2023 | 7 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 7 | 7 | 0.25% | 0.76% | 1.19% | Q4 2014 | Q2 2016 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Peterson Wealth Services | 7 | 7 | 0.20% | 0.38% | 0.51% | Q4 2021 | Q2 2023 | 7 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.17% | 0.50% | 0.87% | Q4 2019 | Q2 2023 | 7 |
FARMERS TRUST CO | 5 | 2 | 0.08% | 0.33% | 0.86% | Q1 2015 | Q1 2019 | 7 |
MORGENS WATERFALL VINTIADIS & CO INC | 3 | 1 | 1.01% | 1.35% | 2.75% | Q1 2015 | Q3 2021 | 7 |
ROCKEFELLER FINANCIAL SERVICES INC | 7 | 7 | 0.06% | 0.31% | 1.74% | Q2 2016 | Q4 2017 | 7 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
ACT Advisors, LLC. | 7 | 7 | 0.23% | 0.37% | 0.46% | Q4 2020 | Q2 2022 | 7 |
Flossbach von Storch AG Zurich | 7 | 7 | 1.56% | 4.04% | 7.88% | Q4 2018 | Q2 2020 | 7 |
Lafayette Investments | 7 | 7 | 0.70% | 0.93% | 1.29% | Q1 2015 | Q3 2016 | 7 |
Ironwood Wealth Management, LLC. | 7 | 7 | 0.22% | 0.31% | 0.41% | Q1 2021 | Q3 2022 | 7 |
TCF National Bank | 7 | 7 | 0.09% | 0.16% | 0.20% | Q3 2019 | Q1 2021 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 2 | 0.02% | 0.16% | 0.24% | Q1 2015 | Q3 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Standard Family Office LLC | 5 | 2 | 0.04% | 0.68% | 2.10% | Q4 2020 | Q3 2022 | 7 |
Steinberg Global Asset Management | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q3 2016 | 7 |
Destination Wealth Management | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2019 | 7 |
CLOUGH CAPITAL PARTNERS L P | 4 | 3 | 0.03% | 0.21% | 0.28% | Q1 2016 | Q3 2023 | 7 |
Parkside Investments, LLC | 3 | 1 | 0.07% | 0.11% | 0.17% | Q4 2017 | Q3 2023 | 7 |
Manhattan West Asset Management, LLC | 7 | 7 | 0.26% | 0.35% | 0.42% | Q1 2022 | Q3 2023 | 7 |
HORAN CAPITAL MANAGEMENT | 5 | 2 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q1 2017 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Schneider Downs Wealth Management Advisors, LP | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q3 2021 | 7 |
Watchman Group, Inc. | 7 | 7 | 0.62% | 0.80% | 1.00% | Q4 2019 | Q2 2021 | 7 |
COLUMBUS CIRCLE INVESTORS | 4 | 1 | 0.04% | 0.19% | 0.32% | Q1 2015 | Q2 2017 | 7 |
Stamos Capital Partners, L.P. | 3 | 1 | 0.10% | 0.49% | 0.83% | Q4 2018 | Q3 2023 | 7 |
HBC Financial Services, PLLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NICOLET BANKSHARES INC | 4 | 1 | 0.05% | 0.23% | 0.47% | Q4 2015 | Q2 2022 | 7 |
Alliance Wealth Advisors, LLC | 7 | 7 | 0.22% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Wedmont Private Capital | 5 | 2 | 0.05% | 0.08% | 0.17% | Q4 2021 | Q3 2023 | 7 |
NICOLET ADVISORY SERVICES, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 7 |
Schechter Investment Advisors, LLC | 4 | 3 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Thrive Capital Management, LLC | 4 | 3 | 0.16% | 0.25% | 0.39% | Q1 2021 | Q3 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.40% | 0.53% | 0.60% | Q1 2022 | Q3 2023 | 7 |
MILLER HOWARD INVESTMENTS INC /NY | 7 | 7 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q2 2016 | 7 |
Schooner Investment Group, LLC. | 7 | 7 | 0.35% | 0.57% | 0.85% | Q1 2015 | Q3 2016 | 7 |
Insight Wealth Strategies, LLC | 6 | 1 | 0.13% | 0.23% | 0.28% | Q4 2018 | Q3 2023 | 7 |
High Falls Advisors, Inc | 4 | 1 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q1 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.10% | 0.17% | 0.23% | Q1 2021 | Q4 2022 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.04% | 0.44% | 1.23% | Q1 2022 | Q4 2023 | 7 |
MBA Advisors LLC | 4 | 3 | 0.15% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 7 |
West Family Investments, Inc. | 3 | 2 | 0.11% | 0.15% | 0.21% | Q2 2021 | Q2 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.06% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BMS Financial Advisors, LLC | 7 | 7 | 0.14% | 0.20% | 0.24% | Q4 2021 | Q2 2023 | 7 |
JOHN G ULLMAN & ASSOCIATES INC | 7 | 7 | 0.06% | 0.76% | 1.10% | Q2 2015 | Q4 2016 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.11% | 0.27% | 0.58% | Q4 2021 | Q3 2023 | 7 |
Airain ltd | 5 | 2 | 0.03% | 0.52% | 1.32% | Q2 2015 | Q1 2017 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.23% | 0.28% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Litman Gregory Wealth Management LLC | 5 | 2 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 7 |
Delphia (USA) Inc. | 7 | 7 | 0.26% | 0.46% | 0.64% | Q4 2021 | Q2 2023 | 7 |
Cowen Prime Services LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.10% | 0.25% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 4 | 1 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.09% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
DEERE & CO | 7 | 7 | 0.30% | 0.36% | 0.51% | Q1 2015 | Q3 2016 | 7 |
Veritas Asset Management LLP | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.45% | 1.05% | 1.35% | Q1 2022 | Q3 2023 | 7 |
Lebenthal Global Advisors, LLC | 7 | 7 | 0.10% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Alpha DNA Investment Management LLC | 5 | 2 | 0.00% | 0.29% | 0.64% | Q4 2020 | Q3 2023 | 7 |
Simplify Asset Management Inc. | 7 | 7 | 0.02% | 0.18% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Wealthstreet Investment Advisors, LLC | 4 | 3 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q1 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2020 | 7 |
Dai-ichi Life Holdings, Inc. | 7 | 7 | 0.40% | 0.45% | 0.52% | Q1 2015 | Q3 2016 | 7 |
Krane Funds Advisors LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2021 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.02% | 0.12% | 0.24% | Q3 2017 | Q3 2022 | 7 |
Industrial Alliance Investment Management Inc. | 6 | 1 | 0.02% | 0.05% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Newfound Research LLC | 6 | 1 | 0.08% | 0.18% | 0.23% | Q4 2020 | Q3 2022 | 7 |
JFB Holdings Corp | 7 | 7 | 3.32% | 3.62% | 4.08% | Q1 2015 | Q3 2016 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 4 | 3 | 0.18% | 0.31% | 0.50% | Q2 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 7 |
RICHELIEU GESTION SA | 7 | 7 | 2.32% | 3.45% | 4.30% | Q1 2022 | Q3 2023 | 7 |
Future Financial Wealth Managment LLC | 7 | 7 | 0.16% | 0.39% | 0.57% | Q4 2020 | Q2 2022 | 7 |
TIAA CREF TRUST CO FSB/MO | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
CapWealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
STABLEFORD CAPITAL II LLC | 2 | 1 | 0.20% | 0.57% | 1.28% | Q1 2020 | Q3 2023 | 7 |
Gerstein Fisher | 7 | 7 | 0.17% | 0.25% | 0.33% | Q1 2015 | Q3 2016 | 7 |
Aspire Wealth Management Corp | 7 | 7 | 0.56% | 0.68% | 0.82% | Q1 2022 | Q3 2023 | 7 |
MARSHALL FINANCIAL GROUP INC /ADV | 5 | 1 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q2 2023 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
BRAVE ASSET MANAGEMENT INC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Mizuho Asset Management Co.,Ltd. | 7 | 7 | 0.19% | 0.24% | 0.29% | Q1 2015 | Q3 2016 | 7 |
Shinko Asset Management Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
OneAscent Financial Services LLC | 6 | 1 | 0.22% | 0.24% | 0.29% | Q2 2019 | Q1 2021 | 7 |
PointState Capital LP | 6 | 1 | 0.06% | 0.14% | 0.27% | Q2 2015 | Q4 2021 | 7 |
Cohen Capital Management, Inc. | 7 | 7 | 0.47% | 0.52% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 1.08% | 1.20% | 1.31% | Q1 2022 | Q3 2023 | 7 |
Nepsis Inc. | 7 | 7 | 0.78% | 1.96% | 2.92% | Q3 2016 | Q1 2018 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2018 | 7 |
KANALY TRUST CO | 7 | 7 | 0.01% | 0.11% | 0.22% | Q2 2015 | Q4 2016 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q2 2023 | 7 |
WRIGHT INVESTORS SERVICE INC | 7 | 7 | 0.21% | 0.29% | 0.50% | Q1 2015 | Q3 2016 | 7 |
MATRIX ASSET ADVISORS INC/NY | 7 | 7 | 1.70% | 1.92% | 2.43% | Q1 2022 | Q3 2023 | 7 |
Ruggie Capital Group | 5 | 1 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q2 2019 | 7 |
Interchange Capital Partners, LLC | 4 | 1 | 0.26% | 0.38% | 0.50% | Q4 2020 | Q3 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.21% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
GW HENSSLER & ASSOCIATES LTD | 7 | 7 | 0.62% | 1.16% | 1.58% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 7 |
REINHART PARTNERS, LLC. | 7 | 7 | 0.03% | 0.10% | 0.18% | Q4 2014 | Q2 2016 | 7 |
Dempze Nancy E | 7 | 7 | 0.28% | 0.77% | 1.08% | Q1 2022 | Q3 2023 | 7 |
HONEYWELL INTERNATIONAL INC | 7 | 7 | 0.50% | 0.79% | 0.99% | Q2 2015 | Q4 2016 | 7 |
&PARTNERS | 7 | 7 | 0.12% | 0.16% | 0.19% | Q2 2021 | Q4 2022 | 7 |
Welch Group, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 7 |
US Asset Management LLC | 4 | 3 | 0.41% | 0.48% | 0.61% | Q3 2021 | Q2 2023 | 7 |
Argent Advisors, Inc. | 7 | 7 | 0.34% | 0.71% | 0.99% | Q1 2022 | Q3 2023 | 7 |
Hudson Value Partners, LLC | 6 | 6 | 0.84% | 1.00% | 1.12% | Q4 2020 | Q1 2022 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.32% | 0.42% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Roof Eidam Maycock Peralta, LLC | 6 | 6 | 0.43% | 0.49% | 0.56% | Q1 2019 | Q2 2020 | 6 |
HALSEY ASSOCIATES INC/CT | 4 | 2 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2016 | 6 |
FIRST NIAGARA BANK | 6 | 6 | 0.06% | 0.12% | 0.22% | Q1 2015 | Q2 2016 | 6 |
FIRSTMERIT BANK N A TRUSTEE | 6 | 6 | 0.07% | 0.10% | 0.13% | Q1 2015 | Q2 2016 | 6 |
ANALYTIC INVESTORS, LLC | 6 | 6 | 0.00% | 0.06% | 0.24% | Q1 2015 | Q2 2016 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.05% | 0.10% | 0.18% | Q2 2017 | Q3 2017 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.14% | 0.23% | Q3 2016 | Q2 2019 | 6 |
AGRAN LIBBIE | 6 | 6 | 0.07% | 0.21% | 0.27% | Q4 2015 | Q1 2017 | 6 |
NORTHPOINTE CAPITAL LLC | 3 | 1 | 0.27% | 0.46% | 0.66% | Q1 2015 | Q2 2019 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
WOODMONT INVESTMENT COUNSEL LLC | 5 | 1 | 0.05% | 0.06% | 0.10% | Q1 2015 | Q3 2016 | 6 |
Glenview Capital Management | 4 | 1 | 0.10% | 0.31% | 0.55% | Q1 2020 | Q3 2023 | 6 |
LEO BROKERAGE, LLC | 2 | 2 | 0.04% | 0.13% | 0.24% | Q2 2021 | Q2 2023 | 6 |
KLCM Advisors, Inc. | 6 | 6 | 1.34% | 2.43% | 3.65% | Q2 2022 | Q3 2023 | 6 |
HIGHLAND CAPITAL MANAGEMENT LP | 6 | 6 | 0.21% | 0.42% | 0.66% | Q1 2015 | Q2 2016 | 6 |
Perkins Investment Management, LLC | 4 | 2 | 0.01% | 0.08% | 0.15% | Q1 2015 | Q1 2017 | 6 |
Overbrook Management Corp | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2021 | 6 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 6 | 6 | 0.13% | 0.25% | 0.48% | Q2 2016 | Q3 2017 | 6 |
Rathbones Group PLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ALPHASIMPLEX GROUP, LLC | 6 | 6 | 0.27% | 0.40% | 0.49% | Q2 2020 | Q3 2021 | 6 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q1 2015 | Q2 2023 | 6 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 6 | 6 | 0.85% | 1.38% | 2.14% | Q1 2018 | Q2 2019 | 6 |
Hudson Bay Capital Management LP | 3 | 1 | 0.01% | 0.22% | 0.60% | Q1 2017 | Q4 2021 | 6 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 1 | 0.02% | 1.02% | 1.51% | Q4 2018 | Q2 2020 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.10% | 0.10% | 0.12% | Q1 2015 | Q2 2016 | 6 |
OXFORD ASSET MANAGEMENT LLP | 6 | 6 | 0.01% | 0.18% | 0.37% | Q3 2018 | Q4 2019 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.04% | 0.32% | 0.89% | Q1 2015 | Q3 2021 | 6 |
VSR Financial Services, Inc. | 6 | 6 | 0.04% | 0.11% | 0.15% | Q1 2015 | Q2 2016 | 6 |
Legacy Capital Partners, Inc. | 4 | 2 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q1 2020 | 6 |
Gabalex Capital Management LLC | 6 | 6 | 1.32% | 1.86% | 2.31% | Q1 2019 | Q2 2020 | 6 |
Counsel Portfolio Services Inc. | 6 | 6 | 0.03% | 0.22% | 0.53% | Q1 2015 | Q2 2016 | 6 |
SPROTT INC. | 6 | 6 | 0.01% | 1.29% | 4.28% | Q1 2016 | Q2 2017 | 6 |
Bluefin Trading, LLC | 3 | 1 | 0.03% | 0.10% | 0.39% | Q1 2015 | Q4 2019 | 6 |
Camarda Financial Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2017 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.31% | 0.67% | 1.34% | Q2 2015 | Q3 2016 | 6 |
LBMC INVESTMENT ADVISORS, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Smith Affiliated Capital Corp. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Ramsay, Stattman, Vela & Price, Inc. | 6 | 6 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Signature Financial Management, Inc. | 3 | 3 | 0.07% | 0.11% | 0.15% | Q1 2017 | Q3 2018 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.04% | 0.07% | 0.14% | Q3 2016 | Q3 2022 | 6 |
Corbenic Partners LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 6 |
Circle Wealth Management, LLC | 4 | 2 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2021 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 0.19% | 0.48% | Q1 2015 | Q4 2021 | 6 |
Virtus ETF Advisers LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Crosspoint Capital Strategies, LLC | 6 | 6 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q4 2015 | 6 |
Trust Investment Advisors | 6 | 6 | 1.05% | 1.23% | 1.42% | Q1 2015 | Q2 2016 | 6 |
NewFocus Financial Group, LLC | 5 | 1 | 0.28% | 2.09% | 2.57% | Q1 2015 | Q2 2020 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.81% | 0.95% | 1.17% | Q4 2019 | Q1 2021 | 6 |
Capital Advantage, Inc. | 6 | 6 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q1 2021 | 6 |
Godshalk Welsh Capital Management, Inc. | 4 | 2 | 0.22% | 0.23% | 0.25% | Q1 2015 | Q3 2016 | 6 |
Ayalon Insurance Comp Ltd. | 6 | 6 | 0.10% | 0.17% | 0.29% | Q3 2015 | Q4 2016 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.60% | 1.45% | 2.43% | Q2 2015 | Q3 2016 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.18% | 0.42% | 0.69% | Q2 2015 | Q3 2016 | 6 |
Kelman-Lazarov, Inc. | 4 | 2 | 0.06% | 0.09% | 0.13% | Q1 2016 | Q4 2019 | 6 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.05% | 0.12% | 0.30% | Q1 2016 | Q1 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Arthur Zaske & Associates, LLC | 6 | 6 | 0.25% | 0.35% | 0.55% | Q3 2016 | Q4 2017 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Clearstead Trust, LLC | 5 | 1 | 0.04% | 0.33% | 1.74% | Q4 2018 | Q3 2023 | 6 |
Quantamental Technologies LLC | 3 | 3 | 0.02% | 0.69% | 2.58% | Q4 2018 | Q2 2020 | 6 |
Bridgefront Capital, LLC | 3 | 1 | 0.09% | 0.41% | 0.83% | Q1 2021 | Q2 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 1.07% | 1.27% | 1.41% | Q2 2021 | Q3 2022 | 6 |
LexAurum Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2021 | 6 |
55I, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.01% | 0.21% | 0.47% | Q4 2017 | Q1 2022 | 6 |
Burleson & Company, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Arnhold LLC | 6 | 6 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.19% | 1.07% | Q3 2018 | Q1 2022 | 6 |
Kavar Capital Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q2 2019 | 6 |
Costello Asset Management, INC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q3 2021 | 6 |
PRW Wealth Management LLC | 5 | 1 | 0.79% | 0.95% | 1.22% | Q4 2018 | Q2 2021 | 6 |
Windsor Creek Advisors, LLC | 2 | 1 | 0.08% | 0.21% | 0.52% | Q1 2019 | Q1 2020 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.18% | 0.22% | 0.24% | Q1 2019 | Q2 2020 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Occidental Asset Management, LLC | 2 | 1 | 0.05% | 0.12% | 0.20% | Q2 2016 | Q3 2023 | 6 |
tru Independence LLC | 5 | 1 | 0.01% | 0.13% | 0.42% | Q4 2019 | Q2 2021 | 6 |
Cinctive Capital Management LP | 5 | 1 | 0.04% | 0.39% | 1.00% | Q3 2020 | Q1 2022 | 6 |
Austin Private Wealth, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 0.66% | 1.11% | 1.37% | Q2 2022 | Q3 2023 | 6 |
Secure Asset Management, LLC | 5 | 1 | 0.12% | 0.14% | 0.21% | Q4 2019 | Q3 2021 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.14% | 0.33% | 0.64% | Q4 2019 | Q3 2021 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.15% | 0.16% | 0.19% | Q4 2019 | Q3 2023 | 6 |
SteelPeak Wealth, LLC | 2 | 1 | 0.01% | 0.10% | 0.43% | Q4 2019 | Q3 2023 | 6 |
Menard Financial Group LLC | 3 | 1 | 0.22% | 0.35% | 0.56% | Q4 2019 | Q3 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Wealth Advisory Solutions, LLC | 6 | 6 | 0.07% | 0.72% | 1.38% | Q1 2022 | Q2 2023 | 6 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 6 | 6 | 0.15% | 0.22% | 0.27% | Q4 2020 | Q1 2022 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PATRON PARTNERS, LLC | 6 | 6 | 0.14% | 0.22% | 0.34% | Q4 2020 | Q1 2022 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Mach-1 Financial Group, LLC | 6 | 6 | 0.01% | 0.22% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.86% | 0.98% | 1.04% | Q4 2020 | Q1 2022 | 6 |
Greystone Financial Group, LLC | 6 | 6 | 1.67% | 2.06% | 2.42% | Q2 2022 | Q3 2023 | 6 |
AAFMAA Wealth Management & Trust LLC | 6 | 6 | 0.90% | 1.01% | 1.11% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.87% | 1.20% | 1.46% | Q2 2022 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.19% | 0.24% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
C2C Wealth Management, LLC | 4 | 2 | 0.04% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 6 |
Border to Coast Pensions Partnership Ltd | 6 | 6 | 0.52% | 0.59% | 0.74% | Q2 2021 | Q3 2022 | 6 |
ARS Wealth Advisors Group, LLC | 6 | 6 | 0.45% | 0.98% | 1.25% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SAXON INTERESTS, INC. | 6 | 6 | 0.20% | 0.46% | 1.35% | Q2 2022 | Q3 2023 | 6 |
TCWP LLC | 6 | 6 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.27% | 0.31% | 0.36% | Q3 2022 | Q4 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Benchmark Investment Advisors LLC | 6 | 6 | 0.21% | 0.53% | 0.87% | Q4 2021 | Q1 2023 | 6 |
Lakeside Advisors, INC. | 6 | 6 | 0.63% | 1.06% | 1.31% | Q2 2022 | Q3 2023 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.95% | 1.14% | 1.26% | Q4 2021 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q2 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.47% | 1.09% | 3.90% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.44% | 0.55% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.02% | 0.07% | 0.21% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.03% | 0.15% | 0.24% | Q1 2022 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 1.07% | 1.34% | 1.62% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.20% | 0.28% | 0.46% | Q3 2016 | Q4 2017 | 6 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q2 2023 | 6 |
GENERAL ELECTRIC CO | 6 | 6 | 0.76% | 1.56% | 2.70% | Q1 2015 | Q2 2016 | 6 |
MONTAG & CALDWELL, LLC | 6 | 6 | 1.60% | 2.87% | 4.60% | Q1 2016 | Q2 2017 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
ADVANCE CAPITAL I INC | 6 | 6 | 0.40% | 1.05% | 1.50% | Q2 2015 | Q3 2016 | 6 |
DEAN INVESTMENT ASSOCIATES, LLC | 6 | 6 | 0.62% | 0.68% | 0.74% | Q4 2014 | Q1 2016 | 6 |
INVERNESS COUNSEL LLC /NY/ | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.00% | 0.04% | 0.10% | Q1 2015 | Q2 2016 | 6 |
CADINHA & CO LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q4 2017 | 6 |
Ulland Investment Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 3 | 1 | 0.00% | 0.06% | 0.14% | Q1 2017 | Q3 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2019 | 5 |
Tri Locum Partners LP | 4 | 1 | 5.18% | 6.73% | 8.68% | Q4 2020 | Q2 2023 | 5 |
Taylor Wealth Management Partners | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Redhawk Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.13% | 0.31% | Q3 2018 | Q3 2020 | 5 |
XTX Topco Ltd | 2 | 1 | 0.10% | 0.17% | 0.31% | Q3 2021 | Q2 2023 | 5 |
Bell Rock Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Moser Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Lebenthal Asset Management, LLC | 5 | 5 | 0.19% | 0.34% | 0.68% | Q1 2016 | Q1 2017 | 5 |
CHIRON CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.28% | 0.52% | 0.96% | Q3 2022 | Q3 2023 | 5 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 1 | 0.57% | 0.69% | 0.78% | Q2 2018 | Q3 2023 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 1 | 0.08% | 0.32% | 0.86% | Q1 2020 | Q4 2021 | 5 |
Alerus Investment Advisors Corp | 5 | 5 | 1.01% | 1.08% | 1.10% | Q1 2015 | Q1 2016 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
AlphaStar Capital Management, LLC | 3 | 1 | 0.08% | 0.13% | 0.25% | Q3 2017 | Q4 2020 | 5 |
Visium Asset Management, LP | 3 | 2 | 0.04% | 0.27% | 0.66% | Q4 2014 | Q1 2016 | 5 |
Bedell Frazier Investment Counselling, LLC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
CORDA Investment Management, LLC. | 5 | 5 | 1.05% | 1.26% | 1.51% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.03% | 0.32% | 0.75% | Q1 2015 | Q1 2020 | 5 |
WealthStone, Inc. | 4 | 1 | 0.19% | 0.30% | 0.65% | Q2 2019 | Q1 2021 | 5 |
ClariVest Asset Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Guidant Wealth Advisors | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 5 |
Goodwin Investment Advisory | 4 | 1 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q2 2022 | 5 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 5 |
Wealth Architects, LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q1 2022 | 5 |
CONTINENTAL ADVISORS LLC | 3 | 1 | 0.40% | 0.52% | 0.66% | Q3 2016 | Q3 2020 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.67% | 0.77% | 0.90% | Q3 2022 | Q3 2023 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.57% | 0.99% | 1.64% | Q1 2019 | Q2 2023 | 5 |
JB Capital LLC | 5 | 5 | 0.46% | 0.49% | 0.53% | Q3 2022 | Q3 2023 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2017 | 5 |
CANYON CAPITAL ADVISORS LLC | 5 | 5 | 2.36% | 2.70% | 3.55% | Q1 2015 | Q1 2016 | 5 |
Allred Capital Management, LLC | 3 | 1 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 5 |
Prentice Wealth Management LLC | 3 | 2 | 0.11% | 0.14% | 0.16% | Q1 2021 | Q2 2022 | 5 |
Elgethun Capital Management | 4 | 1 | 0.04% | 0.23% | 0.31% | Q4 2016 | Q2 2018 | 5 |
Addenda Capital Inc. | 5 | 5 | 0.18% | 0.21% | 0.24% | Q3 2022 | Q3 2023 | 5 |
CONNABLE OFFICE INC | 4 | 1 | 0.05% | 0.70% | 0.99% | Q1 2015 | Q1 2017 | 5 |
DGS Capital Management, LLC | 3 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.42% | 0.50% | 0.54% | Q4 2019 | Q3 2022 | 5 |
Personal Wealth Partners | 3 | 1 | 0.06% | 0.09% | 0.14% | Q4 2018 | Q2 2021 | 5 |
Blossom Wealth Management | 3 | 2 | 0.79% | 0.96% | 1.06% | Q4 2021 | Q3 2023 | 5 |
SMITH HAYES Advisers, Inc | 5 | 5 | 0.34% | 0.36% | 0.38% | Q1 2015 | Q1 2016 | 5 |
Riverwater Partners LLC | 5 | 5 | 0.29% | 0.46% | 0.83% | Q4 2021 | Q4 2022 | 5 |
IRON Financial LLC | 4 | 1 | 0.19% | 0.24% | 0.36% | Q3 2021 | Q3 2023 | 5 |
WealthTrust Axiom LLC | 4 | 1 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q3 2021 | 5 |
Power Corp of Canada | 2 | 1 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 4 | 1 | 0.04% | 0.05% | 0.10% | Q1 2022 | Q2 2023 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.00% | 0.27% | 0.82% | Q1 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Full Sail Capital, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q2 2019 | Q2 2020 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 1.64% | 2.16% | 3.23% | Q4 2021 | Q4 2022 | 5 |
MCIA Inc | 3 | 2 | 0.19% | 0.27% | 0.44% | Q3 2020 | Q3 2023 | 5 |
Formidable Asset Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q3 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 1.02% | 1.27% | 1.37% | Q4 2022 | Q4 2023 | 5 |
Consolidated Planning Corp | 4 | 1 | 0.04% | 0.67% | 0.92% | Q3 2021 | Q3 2023 | 5 |
ADVENT CAPITAL MANAGEMENT /DE/ | 5 | 5 | 0.06% | 0.10% | 0.13% | Q2 2020 | Q2 2021 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.56% | 0.59% | 0.66% | Q2 2015 | Q2 2016 | 5 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 5 |
Tempus Wealth Planning, LLC | 3 | 2 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q2 2023 | 5 |
American Trust Investment Advisors, LLC | 5 | 5 | 0.14% | 0.25% | 0.32% | Q1 2020 | Q1 2021 | 5 |
Perceptive Advisors | 2 | 1 | 0.03% | 0.70% | 1.53% | Q1 2015 | Q3 2023 | 5 |
SATOVSKY ASSET MANAGEMENT LLC | 4 | 1 | 0.14% | 0.17% | 0.19% | Q4 2020 | Q1 2022 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 5 | 0.17% | 0.21% | 0.28% | Q4 2016 | Q4 2017 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.06% | 0.14% | 0.23% | Q4 2017 | Q4 2018 | 5 |
WESPAC Advisors SoCal, LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q1 2019 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.08% | 0.35% | 0.82% | Q2 2015 | Q1 2017 | 5 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.04% | 0.16% | Q3 2015 | Q1 2018 | 5 |
CROFT-LEOMINSTER INC | 5 | 5 | 0.50% | 0.64% | 0.75% | Q4 2016 | Q4 2017 | 5 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.03% | 0.06% | 0.07% | Q4 2015 | Q4 2020 | 5 |
Narwhal Capital Management | 5 | 5 | 0.80% | 0.97% | 1.12% | Q1 2015 | Q1 2016 | 5 |
COWEN INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 5 |
PartnerRe Asset Management CORP | 5 | 5 | 0.29% | 0.36% | 0.39% | Q1 2015 | Q1 2016 | 5 |
PZENA INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.00% | 0.67% | 1.93% | Q4 2016 | Q3 2023 | 5 |
DAVIS-REA LTD. | 5 | 5 | 0.55% | 1.00% | 2.60% | Q4 2021 | Q4 2022 | 5 |
Johnson Financial Group, LLC | 5 | 5 | 0.23% | 0.25% | 0.31% | Q1 2017 | Q1 2018 | 5 |
Morse Asset Management, Inc | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Hutchin Hill Capital, LP | 4 | 1 | 0.04% | 0.33% | 0.86% | Q4 2015 | Q3 2017 | 5 |
Lucia Wealth Services, LLC | 3 | 2 | 0.19% | 0.24% | 0.32% | Q4 2017 | Q3 2020 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.52% | 0.56% | 0.59% | Q2 2019 | Q2 2020 | 5 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 1 | 0.01% | 0.38% | 0.75% | Q2 2015 | Q2 2019 | 5 |
Scott & Selber, Inc. | 5 | 5 | 1.80% | 1.85% | 1.88% | Q4 2014 | Q4 2015 | 5 |
AVITY INVESTMENT MANAGEMENT INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Advisor OS, LLC | 4 | 1 | 0.07% | 0.12% | 0.28% | Q2 2020 | Q4 2021 | 5 |
LINCOLN CAPITAL CORP | 5 | 5 | 0.45% | 0.88% | 1.20% | Q3 2019 | Q3 2020 | 5 |
Perfromance Wealth Partners, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 5 |
Lombard Odier Asset Management (USA) Corp | 4 | 1 | 0.09% | 0.13% | 0.22% | Q4 2016 | Q2 2018 | 5 |
Byrne Asset Management LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q2 2023 | 5 |
Bernicke Wealth Management, Ltd. | 5 | 5 | 0.55% | 0.63% | 0.71% | Q2 2019 | Q2 2020 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.24% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Hoxton Financial, Inc. | 5 | 5 | 0.06% | 0.10% | 0.12% | Q1 2015 | Q1 2016 | 5 |
Stevard, LLC | 5 | 5 | 0.10% | 0.13% | 0.18% | Q4 2019 | Q4 2020 | 5 |
WAYCROSS PARTNERS, LLC | 5 | 5 | 0.99% | 1.17% | 1.38% | Q4 2020 | Q4 2021 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.21% | 1.34% | 1.81% | Q4 2016 | Q4 2017 | 5 |
WCM INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Majedie Asset Management Ltd | 5 | 5 | 1.16% | 1.85% | 2.21% | Q1 2020 | Q1 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Empirical Finance, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.12% | 0.16% | 0.21% | Q3 2022 | Q3 2023 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 2 | 0.08% | 0.28% | 0.60% | Q4 2021 | Q3 2023 | 5 |
RUSSELL FRANK CO/ | 5 | 5 | 0.66% | 0.74% | 0.87% | Q1 2015 | Q1 2016 | 5 |
Community Capital Management, LLC | 3 | 2 | 0.50% | 0.67% | 0.93% | Q4 2018 | Q2 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Integrated Wealth Management | 4 | 1 | 0.09% | 0.10% | 0.13% | Q4 2015 | Q1 2017 | 5 |
Wellington Shields & Co., LLC | 3 | 2 | 0.13% | 0.18% | 0.21% | Q4 2018 | Q3 2023 | 5 |
C Partners Holding GmbH | 4 | 1 | 0.04% | 0.30% | 1.18% | Q2 2015 | Q3 2018 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.87% | 1.26% | 1.55% | Q3 2022 | Q3 2023 | 5 |
Darwin Wealth Management, LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q1 2020 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2020 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 5 |
Troy Asset Management Ltd | 5 | 5 | 0.85% | 1.12% | 1.27% | Q4 2017 | Q4 2018 | 5 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 2 | 0.00% | 0.24% | 0.61% | Q1 2018 | Q3 2023 | 5 |
Family Firm, Inc. | 2 | 1 | 0.11% | 0.12% | 0.13% | Q1 2015 | Q3 2016 | 5 |
Delaney Dennis R | 5 | 5 | 0.59% | 0.80% | 0.99% | Q3 2022 | Q3 2023 | 5 |
General Partner, Inc. | 5 | 5 | 0.42% | 0.49% | 0.55% | Q4 2022 | Q4 2023 | 5 |
NORTH AMERICAN MANAGEMENT CORP | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q3 2016 | 5 |
PROVIDENT TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.13% | 0.24% | 0.30% | Q4 2020 | Q4 2021 | 5 |
MARSICO CAPITAL MANAGEMENT LLC | 3 | 2 | 0.16% | 0.23% | 0.28% | Q1 2015 | Q3 2016 | 5 |
COOKSON PEIRCE & CO INC | 3 | 2 | 0.04% | 0.89% | 2.57% | Q4 2018 | Q1 2020 | 5 |
Keystone Financial Group | 5 | 5 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q1 2020 | 5 |
COASTLAND CAPITAL LLC | 2 | 1 | 0.11% | 0.44% | 0.65% | Q1 2015 | Q4 2015 | 5 |
Palumbo Wealth Management LLC | 4 | 1 | 0.13% | 0.16% | 0.20% | Q4 2020 | Q3 2023 | 5 |
ALBERT D MASON INC | 3 | 1 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q4 2023 | 5 |
Deane Retirement Strategies, Inc. | 3 | 2 | 1.04% | 1.78% | 2.38% | Q2 2016 | Q1 2020 | 5 |
GDS Wealth Management | 5 | 5 | 0.09% | 0.18% | 0.24% | Q4 2021 | Q4 2022 | 5 |
Woodline Partners LP | 2 | 1 | 0.74% | 1.17% | 1.82% | Q3 2020 | Q3 2022 | 5 |
Port Capital LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 5 |
TD Securities (USA) LLC | 5 | 5 | 0.22% | 0.42% | 0.60% | Q1 2015 | Q1 2016 | 5 |
MARVIN & PALMER ASSOCIATES INC | 5 | 5 | 2.12% | 2.33% | 2.75% | Q3 2015 | Q3 2016 | 5 |
Alpha Paradigm Partners, LLC | 4 | 1 | 0.05% | 0.31% | 0.64% | Q3 2021 | Q4 2022 | 5 |
Emerald Advisors, LLC | 4 | 1 | 0.16% | 0.20% | 0.32% | Q4 2019 | Q3 2021 | 5 |
MAS Advisors LLC | 4 | 1 | 0.14% | 0.18% | 0.21% | Q4 2021 | Q1 2023 | 5 |
M.D. Sass, Inc. | 5 | 5 | 0.21% | 0.22% | 0.24% | Q1 2015 | Q1 2016 | 5 |
Verity Asset Management, Inc. | 3 | 1 | 0.17% | 0.27% | 0.40% | Q1 2022 | Q3 2023 | 5 |
Fortitude Advisory Group L.L.C. | 3 | 2 | 0.08% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 5 |
Onyx Bridge Wealth Group LLC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q1 2022 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.51% | 0.58% | 0.63% | Q3 2022 | Q3 2023 | 5 |
Empirical Asset Management, LLC | 5 | 5 | 0.23% | 0.48% | 0.67% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.43% | 0.49% | 0.56% | Q1 2015 | Q1 2016 | 5 |
Gateway Advisory, LLC | 4 | 1 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q4 2017 | 5 |
Walter Public Investments Inc. | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.38% | 0.52% | 0.68% | Q4 2019 | Q4 2020 | 5 |
Paragon Private Wealth Management, LLC | 5 | 5 | 0.32% | 0.43% | 0.50% | Q3 2022 | Q3 2023 | 5 |
DOCK STREET ASSET MANAGEMENT INC | 3 | 2 | 0.10% | 0.17% | 0.22% | Q1 2016 | Q2 2017 | 5 |
Granahan Investment Management | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
Avidity Partners Management LP | 5 | 5 | 0.87% | 1.64% | 3.34% | Q2 2020 | Q2 2021 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Curi Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2022 | 5 |
Creegan & Nassoura Financial Group, LLC | 5 | 5 | 1.18% | 1.41% | 1.55% | Q3 2022 | Q3 2023 | 5 |
Benchmark Capital Advisors | 5 | 5 | 0.75% | 0.83% | 1.03% | Q4 2017 | Q4 2018 | 5 |
Euclid Advisors LLC | 3 | 2 | 0.09% | 0.35% | 0.75% | Q1 2015 | Q2 2016 | 5 |
Temasek Holdings (Private) Ltd | 3 | 1 | 0.03% | 0.30% | 1.36% | Q2 2015 | Q4 2020 | 5 |
State of Wyoming | 5 | 5 | 0.07% | 0.15% | 0.33% | Q1 2021 | Q1 2022 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.80% | 2.50% | Q2 2016 | Q3 2023 | 5 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.30% | 0.69% | 1.45% | Q2 2015 | Q4 2021 | 5 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 4 | 1 | 0.11% | 0.38% | 0.67% | Q4 2021 | Q3 2023 | 5 |
Spartan Planning & Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Private Capital Management, LLC | 3 | 1 | 0.04% | 0.11% | 0.22% | Q2 2020 | Q1 2023 | 5 |
Titus Wealth Management | 3 | 2 | 0.11% | 0.21% | 0.28% | Q4 2017 | Q3 2021 | 5 |
COMPASS FINANCIAL ADVISORS LLC | 5 | 5 | 0.23% | 0.58% | 0.76% | Q1 2022 | Q1 2023 | 5 |
Price Wealth, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2020 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
SUFFOLK CAPITAL MANAGEMENT LLC | 3 | 1 | 0.68% | 1.29% | 1.78% | Q4 2014 | Q4 2017 | 5 |
Great Waters Wealth Management | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.05% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Two Point Capital Management, Inc. | 4 | 4 | 3.73% | 3.83% | 4.01% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.34% | 0.50% | 0.63% | Q4 2022 | Q3 2023 | 4 |
TriaGen Wealth Management LLC | 4 | 4 | 0.38% | 0.39% | 0.40% | Q4 2020 | Q3 2021 | 4 |
New Hampshire Trust | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.49% | 0.54% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.23% | 0.34% | 0.46% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 1.01% | 1.42% | 1.60% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 1.40% | 1.55% | 1.70% | Q4 2022 | Q3 2023 | 4 |
Pure Financial Advisors, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q2 2019 | 4 |
Oliver Luxxe Assets LLC | 2 | 2 | 0.34% | 0.80% | 1.33% | Q2 2016 | Q1 2019 | 4 |
Ohio National Investments, Inc. | 4 | 4 | 0.42% | 0.44% | 0.45% | Q1 2015 | Q4 2015 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.09% | 0.17% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Constitution Capital LLC | 4 | 4 | 0.31% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.09% | 0.17% | Q4 2020 | Q3 2021 | 4 |
DE BURLO GROUP INC | 4 | 4 | 2.10% | 2.49% | 3.24% | Q3 2019 | Q2 2020 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.05% | 0.12% | Q4 2020 | Q4 2021 | 4 |
ABEILLE ASSET MANAGEMENT SA | 4 | 4 | 0.40% | 0.79% | 1.02% | Q1 2022 | Q4 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 1.20% | 1.23% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Sound Financial Strategies Group, LLC | 4 | 4 | 0.28% | 0.47% | 1.01% | Q4 2019 | Q3 2020 | 4 |
Brightworth | 2 | 2 | 0.05% | 0.06% | 0.10% | Q3 2017 | Q4 2018 | 4 |
SENZAR ASSET MANAGEMENT, LLC | 3 | 1 | 2.34% | 3.03% | 4.05% | Q2 2015 | Q1 2018 | 4 |
Renasant Bank | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Robbins Farley | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
IBERIABANK CORP | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.01% | 0.14% | 0.53% | Q2 2021 | Q3 2023 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 4 | 0.82% | 1.06% | 1.34% | Q4 2020 | Q3 2021 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 2.27% | 2.31% | 2.35% | Q4 2022 | Q3 2023 | 4 |
Tuttle Capital Management, LLC | 2 | 2 | 0.15% | 0.49% | 1.19% | Q2 2018 | Q4 2019 | 4 |
Pegasus Partners Ltd. | 3 | 1 | 0.04% | 0.13% | 0.19% | Q2 2015 | Q1 2023 | 4 |
Kiltearn Partners LLP | 4 | 4 | 1.12% | 1.43% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Valley Brook Capital Group, Inc. | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Stone Ridge Asset Management LLC | 3 | 1 | 0.03% | 0.14% | 0.44% | Q1 2019 | Q1 2020 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
High Pines Wealth Management, LLC | 4 | 4 | 0.27% | 0.30% | 0.34% | Q4 2020 | Q3 2021 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.18% | 0.23% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.15% | 0.30% | 0.46% | Q2 2020 | Q1 2021 | 4 |
SWARTHMORE GROUP INC | 4 | 4 | 1.66% | 2.37% | 3.08% | Q4 2016 | Q3 2017 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q2 2021 | Q1 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
O'ROURKE & COMPANY, Inc | 4 | 4 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q3 2022 | 4 |
GeoWealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q4 2022 | 4 |
Gideon Capital Advisors, Inc. | 4 | 4 | 0.16% | 0.18% | 0.19% | Q3 2018 | Q2 2019 | 4 |
Principal Street Partners, LLC | 3 | 1 | 0.05% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 4 |
First Farmers & Merchants Bank / Trust | 4 | 4 | 0.51% | 0.55% | 0.58% | Q4 2021 | Q3 2022 | 4 |
Goodman Advisory Group, LLC | 4 | 4 | 0.38% | 0.68% | 0.97% | Q2 2022 | Q1 2023 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
SELDON CAPITAL LP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Rock Springs Capital Management LP | 2 | 2 | 0.89% | 2.48% | 4.18% | Q1 2015 | Q3 2017 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Diversified Portfolios, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Epic Trust Investment Advisors, LLC | 3 | 1 | 0.31% | 0.35% | 0.43% | Q1 2022 | Q2 2023 | 4 |
Iguana Healthcare Management, LLC | 2 | 1 | 1.00% | 2.02% | 2.75% | Q2 2015 | Q2 2017 | 4 |
Operose Advisors LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Pitti Group Wealth Management, LLC | 4 | 4 | 0.60% | 0.70% | 0.81% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 4 | 4 | 1.09% | 1.13% | 1.20% | Q1 2015 | Q4 2015 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.11% | 0.13% | 0.15% | Q2 2016 | Q1 2017 | 4 |
GAM SYSTEMATIC LLP | 2 | 2 | 0.00% | 0.09% | 0.21% | Q1 2015 | Q4 2016 | 4 |
Beaird Harris Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q4 2022 | 4 |
Sweet Financial Partners, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
RONALD BLUE & CO LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2017 | 4 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 4 | 4 | 1.16% | 1.45% | 1.67% | Q4 2018 | Q3 2019 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q2 2023 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 0.01% | 0.11% | 0.21% | Q1 2015 | Q4 2015 | 4 |
First Light Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Wakefield Asset Management LLLP | 3 | 1 | 0.06% | 0.37% | 0.54% | Q3 2019 | Q2 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.39% | 0.89% | 1.34% | Q4 2022 | Q3 2023 | 4 |
Abacus Planning Group, Inc. | 4 | 4 | 0.15% | 0.18% | 0.19% | Q3 2019 | Q2 2020 | 4 |
Belmont Capital, LLC | 4 | 4 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 4 |
STUDIO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 4 |
EverPoint Asset Management, LLC | 4 | 4 | 0.18% | 0.25% | 0.32% | Q1 2015 | Q4 2015 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.65% | 0.69% | 0.74% | Q4 2022 | Q3 2023 | 4 |
White Knight Strategic Wealth Advisors, LLC | 4 | 4 | 0.29% | 0.49% | 0.68% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
GVO Asset Management Ltd | 4 | 4 | 0.05% | 0.17% | 0.32% | Q2 2016 | Q1 2017 | 4 |
Prosight Management, LP | 2 | 2 | 0.85% | 2.03% | 3.72% | Q1 2021 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 4 |
QUANTUM CAPITAL MANAGEMENT | 4 | 4 | 0.07% | 0.09% | 0.13% | Q1 2015 | Q4 2015 | 4 |
Pine River Capital Management L.P. | 4 | 4 | 0.45% | 0.82% | 1.06% | Q1 2015 | Q4 2015 | 4 |
Biechele Royce Advisors | 4 | 4 | 3.79% | 4.32% | 4.73% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Apex Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q2 2017 | 4 |
Powell Investment Advisors, LLC | 4 | 4 | 0.12% | 0.20% | 0.33% | Q2 2022 | Q1 2023 | 4 |
Stokes Family Office, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 4 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q4 2015 | 4 |
Guild Investment Management, Inc. | 4 | 4 | 1.76% | 2.00% | 2.24% | Q3 2022 | Q2 2023 | 4 |
Claybrook Capital, LLC | 2 | 1 | 0.00% | 0.25% | 0.44% | Q4 2018 | Q2 2021 | 4 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 4 | 4 | 0.08% | 0.13% | 0.17% | Q4 2021 | Q3 2022 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q4 2015 | 4 |
DDD Partners, LLC | 4 | 4 | 2.24% | 2.61% | 2.77% | Q4 2022 | Q3 2023 | 4 |
Westend Capital Management, LLC | 4 | 4 | 2.06% | 2.21% | 2.42% | Q1 2015 | Q4 2015 | 4 |
United American Securities Inc. (d/b/a UAS Asset Management) | 4 | 4 | 2.32% | 2.81% | 2.98% | Q2 2019 | Q1 2020 | 4 |
Brendel Financial Advisors LLC | 3 | 1 | 0.33% | 0.79% | 1.78% | Q3 2019 | Q3 2021 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2020 | Q3 2021 | 4 |
Echo Street Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 4 |
BBR PARTNERS, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.35% | 0.46% | 0.58% | Q4 2017 | Q3 2018 | 4 |
Weiss Asset Management LP | 3 | 1 | 0.01% | 0.05% | 0.16% | Q2 2019 | Q2 2021 | 4 |
NWK Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
BERRY GROUP, LLC | 3 | 1 | 0.12% | 0.12% | 0.13% | Q4 2019 | Q4 2020 | 4 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 4 | 4 | 1.67% | 1.76% | 1.88% | Q1 2015 | Q4 2015 | 4 |
TEXAS CAPITAL BANCSHARES INC/TX | 4 | 4 | 0.34% | 0.38% | 0.41% | Q1 2015 | Q4 2015 | 4 |
WULFF, HANSEN & CO. | 4 | 4 | 0.49% | 0.54% | 0.57% | Q4 2021 | Q3 2022 | 4 |
Legacy Wealth Partners, Inc. | 3 | 1 | 0.41% | 0.48% | 0.54% | Q4 2019 | Q1 2021 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2021 | 4 |
OFI Advisors LLC | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q3 2015 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q3 2021 | 4 |
Trilogy Capital Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 4 |
Beacon Harbor Wealth Advisors, Inc. | 4 | 4 | 1.52% | 1.72% | 1.83% | Q4 2022 | Q3 2023 | 4 |
683 Capital Management, LLC | 4 | 4 | 0.23% | 0.57% | 1.10% | Q1 2015 | Q4 2015 | 4 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.04% | 0.11% | 0.20% | Q3 2020 | Q2 2023 | 4 |
CITIZENS & NORTHERN CORP | 4 | 4 | 0.21% | 0.39% | 0.61% | Q1 2015 | Q4 2015 | 4 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 4 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q1 2019 | 4 |
Taylor, Cottrill LLC | 4 | 4 | 0.63% | 0.66% | 0.73% | Q1 2015 | Q4 2015 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Senator Investment Group LP | 4 | 4 | 2.58% | 3.45% | 4.09% | Q1 2015 | Q4 2015 | 4 |
Camber Capital Management LP | 2 | 1 | 1.24% | 2.21% | 3.87% | Q1 2022 | Q3 2023 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.24% | 0.48% | 1.01% | Q2 2021 | Q1 2022 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.24% | 1.04% | 1.71% | Q4 2019 | Q3 2020 | 4 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 1 | 0.00% | 0.35% | 1.38% | Q1 2017 | Q3 2020 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 0.39% | 0.96% | 1.83% | Q1 2017 | Q4 2017 | 4 |
Truadvice, LLC | 2 | 2 | 0.07% | 0.10% | 0.14% | Q1 2021 | Q2 2023 | 4 |
SpiderRock Advisors, LLC | 3 | 1 | 0.08% | 0.16% | 0.20% | Q1 2017 | Q4 2020 | 4 |
Rock Creek Group, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Anson Funds Management LP | 3 | 1 | 0.14% | 0.30% | 0.56% | Q3 2020 | Q1 2023 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.09% | 0.20% | Q4 2019 | Q2 2022 | 4 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
SRB CORP | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2023 | 4 |
Pacific Center for Financial Services | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
CAMG Solamere Management, LLC | 4 | 4 | 0.19% | 1.09% | 1.80% | Q1 2020 | Q4 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.28% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
ICICI Prudential Asset Management Co Ltd | 4 | 4 | 0.25% | 0.85% | 1.22% | Q4 2016 | Q3 2017 | 4 |
Silchester International Investors LLP | 4 | 4 | 0.08% | 0.20% | 0.41% | Q4 2017 | Q3 2018 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.34% | 0.39% | 0.51% | Q4 2016 | Q3 2017 | 4 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 4 | 4 | 0.76% | 1.35% | 1.64% | Q1 2016 | Q4 2016 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.30% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 4 |
Inlet Private Wealth, LLC | 4 | 4 | 1.17% | 1.38% | 1.60% | Q4 2022 | Q3 2023 | 4 |
Sequent Asset Management, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q4 2020 | 4 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q4 2018 | Q4 2020 | 4 |
Retirement Planning Co of New England, Inc. | 3 | 1 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q2 2023 | 4 |
Kinloch Capital, LLC | 4 | 4 | 1.92% | 2.07% | 2.26% | Q4 2022 | Q3 2023 | 4 |
Clear Harbor Asset Management, LLC | 3 | 1 | 0.06% | 0.08% | 0.11% | Q2 2015 | Q3 2023 | 4 |
AM INVESTMENT STRATEGIES LLC | 4 | 4 | 0.05% | 0.07% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Kepos Capital LP | 3 | 1 | 0.16% | 0.31% | 0.45% | Q1 2018 | Q1 2019 | 4 |
SFMG, LLC | 4 | 4 | 0.29% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Financial Advantage, Inc. | 4 | 4 | 2.46% | 2.62% | 2.82% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
CI Global Investments Inc. | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2015 | Q3 2016 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
GLOBEFLEX CAPITAL L P | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.88% | 2.14% | 2.37% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Robinson Value Management, Ltd. | 4 | 4 | 1.46% | 1.56% | 1.65% | Q4 2022 | Q3 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 2.37% | 2.64% | 3.07% | Q1 2015 | Q3 2016 | 4 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 3 | 1 | 0.06% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 4 |
Glaxis Capital Management, LLC | 4 | 4 | 1.26% | 7.49% | 10.95% | Q1 2022 | Q4 2022 | 4 |
Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 4 |
BBT Capital Management, LLC | 3 | 1 | 0.24% | 1.41% | 2.22% | Q2 2015 | Q4 2018 | 4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 4 | 0.02% | 0.11% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
KLK CAPITAL MANAGEMENT LLC | 4 | 4 | 0.24% | 0.66% | 0.86% | Q2 2021 | Q1 2022 | 4 |
Connecticut Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2021 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2018 | 4 |
MID CONTINENT CAPITAL LLC/IL | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q3 2015 | 4 |
CHUBB CORP | 4 | 4 | 1.35% | 1.57% | 2.17% | Q1 2015 | Q4 2015 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.58% | 0.63% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.19% | 0.42% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Calvert Investment Management, Inc. | 2 | 2 | 0.26% | 0.85% | 1.65% | Q1 2015 | Q1 2016 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.18% | 0.23% | 0.33% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 1.24% | 1.28% | 1.35% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.39% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.22% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.87% | 0.94% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Enlightenment Research, LLC | 1 | 1 | 0.14% | 0.66% | 1.05% | Q4 2018 | Q3 2021 | 4 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.28% | 0.68% | 1.16% | Q1 2015 | Q4 2018 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.09% | 0.17% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.75% | 0.75% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Summer Investments, Inc. | 4 | 4 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q4 2015 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.52% | 0.55% | 0.57% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.30% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.67% | 0.77% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Management, LLC | 4 | 4 | 1.03% | 1.16% | 1.27% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.09% | 0.13% | 0.19% | Q1 2022 | Q4 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 1.54% | 1.88% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Lantz Financial LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.79% | 0.83% | 0.86% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2018 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.24% | 0.40% | 0.49% | Q1 2015 | Q4 2015 | 3 |
Strategic Investment Advisors / MI | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.23% | 0.30% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Relyea Zuckerberg Hanson LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q3 2020 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.06% | 0.09% | 0.14% | Q3 2021 | Q2 2023 | 3 |
Monte Financial Group, LLC | 3 | 3 | 1.44% | 1.78% | 1.97% | Q1 2021 | Q3 2021 | 3 |
Sepio Capital, LP | 2 | 1 | 0.07% | 0.20% | 0.29% | Q4 2018 | Q3 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Swaine & Leidel Wealth Services, LLC | 2 | 1 | 2.68% | 2.84% | 2.96% | Q4 2018 | Q1 2020 | 3 |
Grant Street Asset Management, Inc. | 3 | 3 | 0.02% | 0.15% | 0.42% | Q4 2020 | Q2 2021 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
DAVIDSON & GARRARD INC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q1 2017 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q3 2021 | 3 |
New Potomac Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Resource Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
AMJ Financial Wealth Management | 2 | 1 | 0.20% | 0.21% | 0.21% | Q4 2019 | Q3 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.34% | 0.36% | 0.38% | Q4 2019 | Q2 2020 | 3 |
Apeiron RIA LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.22% | 0.63% | Q4 2019 | Q3 2023 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.09% | 0.46% | 1.20% | Q3 2021 | Q1 2022 | 3 |
EPG Wealth Management LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 3 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 3 |
Demars Financial Group, LLC | 3 | 3 | 1.72% | 1.78% | 1.88% | Q1 2023 | Q3 2023 | 3 |
Security National Bank | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Seven Springs Wealth Group, LLC | 2 | 1 | 0.00% | 0.09% | 0.14% | Q4 2020 | Q3 2021 | 3 |
Filbrandt Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Inspire Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 3 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q3 2020 | 3 |
Synergy Asset Management, LLC | 2 | 1 | 0.69% | 0.74% | 0.82% | Q1 2022 | Q1 2023 | 3 |
Summit X, LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q3 2020 | Q2 2023 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.48% | 0.55% | 0.62% | Q4 2021 | Q2 2022 | 3 |
Northstar Advisory Group, LLC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q4 2020 | Q2 2021 | 3 |
Forefront Analytics, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.24% | 0.28% | 0.32% | Q4 2017 | Q1 2019 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
NORTHWEST WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Cypress Point Wealth Management, LLC | 2 | 1 | 0.06% | 0.35% | 0.93% | Q4 2020 | Q3 2021 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Chiron Investment Management, LLC | 2 | 1 | 1.94% | 2.16% | 2.46% | Q1 2020 | Q2 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.15% | 0.19% | 0.23% | Q2 2021 | Q4 2021 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.09% | 0.19% | 0.36% | Q2 2016 | Q1 2017 | 3 |
FORESTERS ASSET MANAGEMENT INC. | 3 | 3 | 0.36% | 0.48% | 0.62% | Q2 2016 | Q4 2016 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 3 |
Blue Pool Management Ltd. | 3 | 3 | 1.57% | 1.63% | 1.72% | Q3 2019 | Q1 2020 | 3 |
Morningstar Investment Management LLC | 3 | 3 | 0.08% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 3 |
KHP Capital, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 3 | 3 | 2.54% | 2.79% | 2.92% | Q4 2015 | Q2 2016 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.24% | 0.27% | 0.31% | Q4 2020 | Q3 2021 | 3 |
Palouse Capital Management, Inc. | 3 | 3 | 1.66% | 1.73% | 1.83% | Q1 2023 | Q3 2023 | 3 |
Cottage Street Advisors LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Oxler Private Wealth LLC | 3 | 3 | 0.43% | 0.48% | 0.53% | Q4 2020 | Q2 2021 | 3 |
Tamarack Advisers, LP | 2 | 1 | 5.06% | 6.29% | 7.25% | Q4 2015 | Q1 2018 | 3 |
SAX WEALTH ADVISORS, LLC | 3 | 3 | 0.05% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
OAK FAMILY ADVISORS, LLC | 3 | 3 | 2.42% | 3.02% | 3.45% | Q4 2022 | Q2 2023 | 3 |
Invictus RG | 2 | 1 | 0.02% | 0.45% | 1.03% | Q3 2017 | Q3 2018 | 3 |
HUTCHENS INVESTMENT MANAGEMENT INC | 2 | 1 | 0.00% | 1.28% | 2.53% | Q3 2016 | Q4 2017 | 3 |
Econ Financial Services Corp | 3 | 3 | 1.37% | 1.76% | 1.99% | Q1 2023 | Q3 2023 | 3 |
Asymmetry Capital Management, L.P. | 2 | 1 | 1.47% | 4.87% | 6.84% | Q2 2017 | Q3 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TNF LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 3 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q4 2016 | 3 |
Financial Insights, Inc. | 1 | 1 | 0.04% | 0.15% | 0.23% | Q2 2021 | Q3 2023 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.21% | 0.21% | 0.22% | Q4 2021 | Q2 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.24% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Innova Wealth Partners | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.02% | 0.09% | 0.21% | Q4 2016 | Q2 2017 | 3 |
Mercer Capital Advisers, Inc. | 3 | 3 | 0.06% | 0.09% | 0.10% | Q1 2015 | Q3 2015 | 3 |
WIN ADVISORS, INC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.16% | 0.20% | 0.27% | Q2 2023 | Q4 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Amplius Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q2 2022 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2015 | Q3 2015 | 3 |
CLARIS ADVISORS, LLC / MO / | 3 | 3 | 0.24% | 0.27% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Hikari Power Ltd | 3 | 3 | 0.61% | 0.64% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.87% | 1.12% | 1.61% | Q4 2021 | Q4 2022 | 3 |
Anfield Capital Management, LLC | 2 | 1 | 0.01% | 0.14% | 0.24% | Q1 2020 | Q2 2021 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
HAMEL ASSOCIATES, INC. | 3 | 3 | 0.84% | 1.04% | 1.20% | Q1 2023 | Q3 2023 | 3 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.26% | 0.31% | 0.36% | Q4 2021 | Q2 2022 | 3 |
HERBST GROUP, LLC | 3 | 3 | 1.16% | 1.16% | 1.17% | Q1 2022 | Q3 2022 | 3 |
PEDDOCK CAPITAL ADVISORS, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q1 2022 | Q3 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q2 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.86% | 0.93% | 0.98% | Q4 2021 | Q2 2022 | 3 |
EFG Asset Management (North America) Corp. | 3 | 3 | 0.14% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
SS&H Financial Advisors, Inc. | 2 | 1 | 0.10% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 3 |
STEPH & CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Nvest Financial, LLC | 2 | 1 | 0.29% | 0.38% | 0.50% | Q1 2022 | Q3 2023 | 3 |
ARGENTIERE CAPITAL AG | 2 | 1 | 0.30% | 1.44% | 3.02% | Q3 2016 | Q3 2017 | 3 |
AXQ CAPITAL, LP | 2 | 1 | 0.10% | 0.42% | 0.70% | Q4 2022 | Q3 2023 | 3 |
RENAISSANCE GROUP LLC | 3 | 3 | 0.96% | 1.19% | 1.40% | Q1 2015 | Q3 2015 | 3 |
Redwood Financial Network Corp | 2 | 1 | 0.20% | 0.24% | 0.27% | Q1 2022 | Q2 2023 | 3 |
Eisler Capital (US) LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 0.25% | 0.27% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Coastwise Capital Group, LLC | 3 | 3 | 0.23% | 0.30% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Cercano Management LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 1.48% | 1.51% | 1.57% | Q4 2014 | Q2 2015 | 3 |
BOW STREET LLC | 3 | 3 | 4.39% | 4.99% | 6.16% | Q1 2015 | Q3 2015 | 3 |
Veritas Investment Management (UK) Ltd | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.16% | 0.19% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.11% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CHASE INVESTMENT COUNSEL CORP | 2 | 1 | 0.13% | 0.40% | 0.93% | Q1 2020 | Q1 2022 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Crane Advisory, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Camelot Portfolios, LLC | 2 | 1 | 0.10% | 0.23% | 0.32% | Q4 2015 | Q1 2017 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.81% | 0.89% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Talisman Wealth Advisors LLC | 3 | 3 | 0.38% | 0.40% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
PETREDIS INVESTMENT ADVISORS LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q2 2023 | 3 |
LMG Wealth Partners, LLC | 3 | 3 | 0.83% | 0.90% | 0.98% | Q4 2022 | Q2 2023 | 3 |
Lakewood Asset Management LLC | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.29% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
LBP AM SA | 3 | 3 | 0.73% | 0.76% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.81% | 0.88% | 0.93% | Q1 2023 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.22% | 0.31% | 0.48% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.32% | 0.34% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.04% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
EVEXIA WEALTH LLC | 3 | 3 | 0.98% | 2.79% | 3.91% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 0.51% | 0.53% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.27% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.50% | 0.75% | 0.90% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q2 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Osher Van de Voorde Investment Management | 3 | 3 | 3.50% | 3.75% | 3.90% | Q1 2023 | Q3 2023 | 3 |
Stearns Financial Services Group | 3 | 3 | 0.09% | 0.22% | 0.35% | Q1 2015 | Q3 2015 | 3 |
Alpha Family Trust | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
PDT Partners, LLC | 1 | 1 | 0.05% | 0.33% | 0.88% | Q2 2015 | Q2 2022 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2015 | Q3 2015 | 3 |
Spark Investment Management LLC | 1 | 1 | 0.03% | 0.09% | 0.16% | Q3 2017 | Q3 2019 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Mraz, Amerine & Associates, Inc. | 2 | 1 | 0.12% | 0.14% | 0.16% | Q1 2016 | Q4 2016 | 3 |
Tamarack Capital Management, LLC | 3 | 3 | 3.85% | 4.56% | 5.58% | Q1 2015 | Q3 2015 | 3 |
Weatherstone Capital Management | 3 | 3 | 0.08% | 0.15% | 0.22% | Q3 2018 | Q1 2019 | 3 |
FDO Partners, LLC | 1 | 1 | 0.37% | 0.54% | 0.78% | Q4 2015 | Q3 2017 | 3 |
Lombard Odier Transatlantic Ltd | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
Autus Asset Management, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2015 | Q3 2016 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.06% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.46% | 0.53% | 0.62% | Q3 2017 | Q1 2018 | 3 |
Retirement Planning Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 3 | 0.33% | 0.59% | 1.10% | Q1 2015 | Q3 2015 | 3 |
ARS Investment Partners, LLC | 3 | 3 | 0.94% | 1.04% | 1.15% | Q4 2016 | Q2 2017 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.03% | 0.05% | 0.09% | Q3 2017 | Q1 2018 | 3 |
Stillwater Investment Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q3 2021 | Q1 2022 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q3 2017 | Q1 2018 | 3 |
Constellation Wealth Advisors, LLC | 3 | 3 | 0.79% | 0.86% | 0.93% | Q1 2015 | Q3 2015 | 3 |
BRR OpCo, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Shelter Ins Profit Sharing | 3 | 3 | 1.69% | 1.79% | 1.92% | Q1 2015 | Q3 2015 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2023 | Q3 2023 | 3 |
Tributary Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 3 |
Trust CO of the Ozarks | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2015 | Q3 2015 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.01% | 0.41% | 0.64% | Q1 2015 | Q1 2016 | 3 |
CLEARBRIDGE, LLC | 3 | 3 | 2.15% | 2.26% | 2.35% | Q1 2015 | Q3 2015 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 3 |
Forward Management, LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q1 2018 | Q3 2018 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 3 | 1.16% | 1.29% | 1.47% | Q1 2020 | Q3 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Financial Sense Advisors, Inc. | 2 | 1 | 1.14% | 1.87% | 2.28% | Q1 2015 | Q3 2018 | 3 |
Beech Hill Advisors, Inc. | 3 | 3 | 1.90% | 1.97% | 2.06% | Q1 2023 | Q3 2023 | 3 |
Locust Wood Capital Advisers | 3 | 3 | 2.05% | 2.32% | 2.84% | Q2 2018 | Q4 2018 | 3 |
Baldwin Investment Management, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Bowling Portfolio Management LLC | 2 | 1 | 0.11% | 0.47% | 0.69% | Q3 2019 | Q2 2020 | 3 |
Minneapolis Portfolio Management Group, LLC | 3 | 3 | 3.47% | 3.56% | 3.71% | Q1 2023 | Q3 2023 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.27% | 0.35% | 0.41% | Q2 2020 | Q4 2020 | 3 |
Kovitz Investment Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 3 |
Maltin Wealth Management, Inc. | 2 | 1 | 0.27% | 0.53% | 0.67% | Q1 2020 | Q1 2022 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
FORT PITT CAPITAL GROUP INC | 3 | 3 | 2.97% | 3.15% | 3.36% | Q1 2015 | Q3 2015 | 3 |
ARVEST TRUST CO N A | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
BOYAR ASSET MANAGEMENT INC. | 3 | 3 | 0.18% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
GARLAND CAPITAL MANAGEMENT INC | 3 | 3 | 2.36% | 2.53% | 2.69% | Q1 2023 | Q3 2023 | 3 |
LEUTHOLD GROUP, LLC | 2 | 1 | 0.41% | 0.61% | 0.75% | Q2 2020 | Q2 2022 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MUHLENKAMP & CO INC | 3 | 3 | 2.79% | 3.02% | 3.41% | Q1 2015 | Q3 2015 | 3 |
WESTWOOD MANAGEMENT CORP /IL/ | 2 | 1 | 0.06% | 3.40% | 5.28% | Q2 2016 | Q3 2019 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.06% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.06% | 0.12% | 0.24% | Q3 2017 | Q2 2018 | 3 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2021 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.04% | 0.29% | 0.67% | Q2 2019 | Q2 2020 | 3 |
IVORY INVESTMENT MANAGEMENT, LLC | 3 | 3 | 2.18% | 2.28% | 2.40% | Q1 2015 | Q3 2015 | 3 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q4 2015 | 3 |
COBALT CAPITAL MANAGEMENT, INC. | 3 | 3 | 1.28% | 1.73% | 2.07% | Q1 2015 | Q3 2015 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.10% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 1 | 0.25% | 0.29% | 0.34% | Q4 2018 | Q4 2019 | 3 |
OptiFour Integrated Wealth Management, LLC | 3 | 3 | 0.64% | 0.70% | 0.74% | Q2 2019 | Q4 2019 | 3 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3 | 3 | 0.10% | 0.14% | 0.23% | Q3 2021 | Q1 2022 | 3 |
Enterprise Trust & Investment Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2018 | Q2 2019 | 3 |
Paradigm Financial Partners, LLC | 2 | 1 | 0.04% | 0.08% | 0.13% | Q1 2020 | Q4 2021 | 3 |
Meridian Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Qsemble Capital Management, LP | 3 | 3 | 0.98% | 1.10% | 1.16% | Q4 2022 | Q2 2023 | 3 |
FSM Wealth Advisors, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q2 2022 | Q3 2022 | 2 |
GLOBE LIFE INC. | 2 | 2 | 2.31% | 3.34% | 4.36% | Q1 2015 | Q2 2015 | 2 |
Archon Capital Management LLC | 2 | 2 | 3.70% | 3.74% | 3.78% | Q4 2016 | Q1 2017 | 2 |
ARS Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 1.05% | 1.30% | 1.55% | Q1 2015 | Q2 2015 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Vivaldi Capital Management LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 2 |
Novo Holdings A/S | 2 | 2 | 5.10% | 5.47% | 5.85% | Q2 2020 | Q3 2020 | 2 |
Jafra Capital Management LP | 2 | 2 | 0.45% | 0.64% | 0.83% | Q1 2018 | Q2 2018 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.98% | 1.06% | 1.15% | Q4 2018 | Q4 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q4 2018 | Q1 2019 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Duquesne Family Office | 2 | 2 | 1.74% | 1.85% | 1.96% | Q3 2018 | Q4 2018 | 2 |
HealthInvest Partners AB | 2 | 2 | 5.83% | 6.64% | 7.46% | Q3 2017 | Q4 2017 | 2 |
Private Wealth Strategies, L.L.C. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
LYNCH & ASSOCIATES/IN | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q2 2015 | 2 |
AAF Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.43% | 0.44% | 0.45% | Q4 2017 | Q1 2018 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
Ocean Endowment Partners, LLC | 2 | 2 | 0.55% | 0.66% | 0.76% | Q4 2019 | Q1 2020 | 2 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 1 | 1 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 2 |
BAMCO INC /NY/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
GARRISON POINT ADVISORS, LLC | 1 | 1 | 0.15% | 0.16% | 0.18% | Q4 2019 | Q3 2021 | 2 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
ALPHA WINDWARD LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q3 2020 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.23% | 0.24% | 0.26% | Q4 2016 | Q1 2017 | 2 |
BBVA USA | 2 | 2 | 0.55% | 0.57% | 0.59% | Q2 2021 | Q3 2021 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
NATIONAL PENN INVESTORS TRUST CO /PA | 2 | 2 | 2.07% | 2.37% | 2.68% | Q1 2015 | Q2 2015 | 2 |
LifePro Asset Management | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q4 2018 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.14% | 0.29% | 0.45% | Q4 2022 | Q3 2023 | 2 |
Santa Fe Partners LLC | 1 | 1 | 0.19% | 0.34% | 0.50% | Q1 2015 | Q4 2015 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.84% | 0.87% | 0.89% | Q2 2023 | Q3 2023 | 2 |
Private Capital Advisors, Inc. | 2 | 2 | 0.82% | 0.89% | 0.97% | Q3 2016 | Q4 2016 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.15% | 0.19% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.03% | 0.09% | 0.15% | Q2 2015 | Q3 2015 | 2 |
Patriot Wealth Management, Inc. | 2 | 2 | 1.08% | 1.11% | 1.13% | Q3 2018 | Q4 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Partnervest Advisory Services LLC | 1 | 1 | 0.06% | 0.11% | 0.15% | Q1 2015 | Q3 2020 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 5.84% | 6.22% | 6.60% | Q2 2023 | Q3 2023 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Nemes Rush Group LLC | 2 | 2 | 1.83% | 1.86% | 1.90% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INSIGHT 2811, INC. | 2 | 2 | 0.30% | 0.30% | 0.31% | Q1 2015 | Q2 2015 | 2 |
Texas Yale Capital Corp. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q3 2019 | Q3 2023 | 2 |
Leucadia National | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2023 | Q3 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.13% | 0.25% | 0.38% | Q2 2022 | Q2 2023 | 2 |
Strategic Wealth Investment Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.46% | 1.49% | 1.52% | Q2 2023 | Q3 2023 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.53% | 1.00% | 1.47% | Q1 2020 | Q2 2020 | 2 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.34% | 0.50% | 0.66% | Q1 2021 | Q2 2023 | 2 |
ACADIA TRUST NA | 2 | 2 | 0.28% | 0.28% | 0.28% | Q1 2015 | Q2 2015 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q1 2023 | Q2 2023 | 2 |
CHAPIN DAVIS, INC. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q1 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.14% | 0.26% | Q2 2017 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.30% | 0.32% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Management LLC | 2 | 2 | 1.57% | 1.77% | 1.96% | Q2 2020 | Q3 2020 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.10% | 1.20% | 1.30% | Q4 2020 | Q2 2021 | 2 |
6 Meridian | 2 | 2 | 0.18% | 0.38% | 0.59% | Q1 2020 | Q2 2020 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
HHG & Company, LLC | 2 | 2 | 0.53% | 0.64% | 0.74% | Q2 2015 | Q3 2015 | 2 |
Bordeaux Wealth Advisors LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Platte River Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Cardinal Capital Management, Inc. | 2 | 2 | 0.81% | 0.83% | 0.86% | Q2 2023 | Q3 2023 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Forza Wealth Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Mayfair Advisory Group, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.34% | 0.37% | 0.40% | Q3 2022 | Q4 2022 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
TRUST CO OF VIRGINIA /VA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
PRIVATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Worth Financial Advisory Group, LLC | 2 | 2 | 0.35% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q1 2023 | 2 |
HARVEY CAPITAL MANAGEMENT INC | 2 | 2 | 0.18% | 0.25% | 0.33% | Q4 2022 | Q1 2023 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Lumina Fund Management LLC | 1 | 1 | 0.06% | 0.40% | 0.75% | Q4 2016 | Q3 2017 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Lowell Blake & Associates Inc. | 2 | 2 | 0.28% | 0.30% | 0.31% | Q4 2019 | Q1 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.05% | 0.07% | 0.09% | Q1 2015 | Q2 2015 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.11% | 0.26% | 0.41% | Q3 2015 | Q4 2015 | 2 |
Pensionmark Financial Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
L2 Asset Management, LLC | 2 | 2 | 1.26% | 1.36% | 1.47% | Q2 2023 | Q3 2023 | 2 |
MQS Management LLC | 1 | 1 | 0.43% | 0.58% | 0.73% | Q4 2021 | Q3 2022 | 2 |
Orinda Asset Management LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q3 2015 | 2 |
Point72 Europe (London) LLP | 2 | 2 | 0.83% | 1.05% | 1.27% | Q2 2023 | Q3 2023 | 2 |
Tower Wealth Partners, Inc. | 2 | 2 | 0.24% | 0.25% | 0.25% | Q2 2021 | Q3 2021 | 2 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 2 | 1.93% | 5.79% | 9.66% | Q1 2016 | Q2 2016 | 2 |
BROOKTREE CAPITAL MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.91% | 0.96% | 1.02% | Q4 2022 | Q1 2023 | 2 |
Old Port Advisors | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Ahrens Investment Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Olympiad Research LP | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2019 | Q1 2020 | 2 |
Davis Capital Management | 2 | 2 | 1.66% | 1.78% | 1.90% | Q1 2020 | Q2 2020 | 2 |
KFG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.56% | 0.74% | 0.92% | Q1 2023 | Q2 2023 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
ARGENT TRUST COMPANY, N.A. | 2 | 2 | 1.15% | 1.16% | 1.17% | Q2 2015 | Q3 2015 | 2 |
Souders Financial Advisors | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Highstreet Asset Management Inc. | 1 | 1 | 0.10% | 0.74% | 1.39% | Q4 2015 | Q4 2019 | 2 |
Peoples Bank/KS | 2 | 2 | 0.87% | 0.88% | 0.89% | Q3 2023 | Q4 2023 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Lane Generational LLC | 2 | 2 | 4.16% | 4.95% | 5.75% | Q4 2021 | Q1 2022 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2021 | 2 |
COTTONWOOD CAPITAL ADVISORS, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q2 2023 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.50% | 0.58% | 0.65% | Q4 2022 | Q1 2023 | 2 |
SPRING CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.47% | 2.68% | 2.89% | Q4 2021 | Q2 2022 | 2 |
Invenomic Capital Management LP | 2 | 2 | 0.71% | 0.79% | 0.87% | Q4 2022 | Q1 2023 | 2 |
Arvest Bank Trust Division | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2017 | Q2 2017 | 2 |
FAGAN ASSOCIATES, INC. | 2 | 2 | 0.68% | 0.70% | 0.71% | Q2 2016 | Q3 2016 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Sovarnum Capital L.P. | 1 | 1 | 1.09% | 1.16% | 1.23% | Q4 2017 | Q4 2017 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.10% | 0.19% | Q1 2017 | Q4 2018 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Trek Financial, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2020 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.18% | 0.23% | 0.27% | Q4 2017 | Q1 2018 | 2 |
Orcam Financial Group | 2 | 2 | 0.28% | 0.29% | 0.31% | Q4 2021 | Q1 2022 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.15% | 0.59% | 1.04% | Q2 2021 | Q3 2021 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.21% | 0.82% | 1.43% | Q3 2016 | Q4 2016 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.97% | 0.98% | 0.98% | Q3 2018 | Q4 2018 | 2 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2015 | Q2 2015 | 2 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 2 | 2 | 2.79% | 2.92% | 3.04% | Q1 2015 | Q2 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MMBG INVESTMENT ADVISORS CO. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 2 |
Pavadi Capital LLC | 2 | 2 | 5.51% | 5.98% | 6.45% | Q4 2022 | Q1 2023 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 1.01% | 1.07% | 1.13% | Q1 2017 | Q1 2018 | 2 |
Knott David M Jr | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
GRATRY & Co LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q2 2016 | Q3 2016 | 2 |
Exchange Bank | 2 | 2 | 0.24% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.32% | 0.33% | 0.35% | Q4 2022 | Q1 2023 | 2 |
Cypress Wealth Advisors LLC | 1 | 1 | 0.11% | 0.14% | 0.18% | Q2 2015 | Q1 2017 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Railway Pension Investments Ltd | 2 | 2 | 0.35% | 0.36% | 0.37% | Q4 2018 | Q1 2019 | 2 |
Galvin, Gaustad & Stein, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Cranbrook Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Gruss Capital Management LP | 2 | 2 | 2.40% | 5.48% | 8.55% | Q1 2015 | Q2 2015 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.24% | 0.32% | Q1 2020 | Q2 2021 | 2 |
Staton Financial Advisors, LLC | 2 | 2 | 1.08% | 3.05% | 5.02% | Q1 2015 | Q2 2015 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.11% | 0.45% | 0.78% | Q4 2016 | Q1 2017 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Members Trust Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.58% | 0.60% | 0.63% | Q2 2016 | Q3 2016 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Swedbank | 1 | 1 | 0.50% | 0.51% | 0.52% | Q3 2015 | Q1 2016 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2016 | Q3 2016 | 2 |
HARVEST CAPITAL MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 2 |
Leonetti & Associates, LLC | 2 | 2 | 2.03% | 2.03% | 2.04% | Q2 2016 | Q3 2016 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q2 2022 | 2 |
Garner Asset Management Corp | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.12% | 0.21% | 0.29% | Q1 2016 | Q2 2016 | 2 |
BANK HAPOALIM BM | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 2 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q1 2015 | Q2 2015 | 2 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Keystone Financial Planning, Inc. | 2 | 2 | 0.25% | 0.27% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 3.47% | 3.77% | 4.06% | Q1 2015 | Q2 2015 | 2 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 2.02% | 2.30% | 2.58% | Q4 2015 | Q3 2019 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2015 | Q2 2015 | 2 |
Ghost Tree Capital, LLC | 2 | 2 | 1.13% | 1.82% | 2.51% | Q1 2016 | Q2 2016 | 2 |
HMS Capital Management, LLC | 2 | 2 | 0.70% | 0.73% | 0.76% | Q2 2023 | Q3 2023 | 2 |
Talbot Financial, LLC | 2 | 2 | 1.32% | 1.35% | 1.37% | Q2 2023 | Q3 2023 | 2 |
B&D White Capital Company, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 2 |
Pluribus Labs, LLC | 2 | 2 | 0.87% | 0.89% | 0.90% | Q1 2022 | Q2 2022 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.74% | 0.80% | 0.86% | Q2 2016 | Q3 2016 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q3 2015 | Q1 2016 | 2 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 2 |
NORTHERN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.38% | 1.17% | 1.97% | Q1 2015 | Q2 2015 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 1.56% | 1.73% | 1.90% | Q1 2021 | Q2 2021 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2015 | Q1 2016 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.21% | 0.43% | 0.65% | Q1 2015 | Q2 2015 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.77% | 0.79% | 0.81% | Q1 2022 | Q2 2022 | 2 |
Pentwater Capital Management LP | 2 | 2 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Redmile Group, LLC | 1 | 1 | 1.54% | 1.58% | 1.63% | Q4 2018 | Q1 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 2.10% | 2.37% | 2.64% | Q2 2022 | Q3 2022 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
FLIPPIN BRUCE & PORTER INC | 2 | 2 | 0.72% | 0.76% | 0.79% | Q4 2020 | Q1 2021 | 2 |
Lavaca Capital LLC | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2018 | Q2 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.55% | 0.84% | 1.12% | Q1 2015 | Q2 2020 | 2 |
Western Asset Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
AMG Funds LLC | 2 | 2 | 1.32% | 1.37% | 1.42% | Q2 2020 | Q3 2020 | 2 |
Baron Wealth Management LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.36% | 0.36% | 0.36% | Q1 2015 | Q2 2015 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Hamilton Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.82% | 0.85% | 0.87% | Q2 2021 | Q3 2021 | 2 |
Financial Avengers, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.19% | 0.39% | 0.58% | Q2 2015 | Q1 2017 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Bridgewater Wealth & Financial Management, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q2 2017 | 2 |
Seascape Capital Management | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
St. Louis Trust Co | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Prostatis Group LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2014 | Q3 2015 | 2 |
PRECEPT MANAGEMENT LLC | 2 | 2 | 0.30% | 0.51% | 0.72% | Q3 2019 | Q4 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Addison Capital Co | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Diametric Capital, LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2018 | Q3 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.92% | 1.92% | 1.92% | Q1 2020 | Q1 2020 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2015 | Q1 2015 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2017 | Q4 2017 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Parsifal Capital Management, LP | 1 | 1 | 1.61% | 1.61% | 1.61% | Q1 2020 | Q1 2020 | 1 |
BCM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Beutel, Goodman & Co Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Zhang Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2018 | Q3 2018 | 1 |
WJ Interests, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Copper Rock Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Passport Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2020 | Q1 2020 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Nicollet Investment Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
WADDELL & ASSOCIATES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
IMS Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Jackson Hole Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
JSF Financial, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2016 | Q3 2016 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
TBH Global Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Aubrey Capital Management Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Rinkey Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GLG Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
UNITED BANK | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2015 | Q1 2015 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2021 | Q1 2021 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BERNZOTT CAPITAL ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
James Hambro & Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Altman Advisors, Inc. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q2 2018 | Q2 2018 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Chubb Ltd | 1 | 1 | 4.29% | 4.29% | 4.29% | Q1 2016 | Q1 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2020 | Q2 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2015 | Q1 2015 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2015 | Q3 2015 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 2.85% | 2.85% | 2.85% | Q2 2015 | Q2 2015 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2018 | Q3 2018 | 1 |
Garde Capital, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vickerman Investment Advisors, Inc. | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2021 | Q3 2021 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2020 | Q1 2020 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2015 | Q1 2015 | 1 |
Waypoint Capital Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Peak Asset Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
American Money Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Albar Capital Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Silicon Valley Community Foundation | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DB Fitzpatrick & Co, Inc | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
Nekton Capital Ltd. | 1 | 1 | 3.59% | 3.59% | 3.59% | Q3 2022 | Q3 2022 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tech Square Trading LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2019 | Q1 2019 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
First International Bank & Trust | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
UNITED BANK, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Intelligent Financial Strategies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2023 | Q1 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
Kula Investments, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Shellback Capital, LP | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2015 | Q3 2015 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2019 | Q3 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2015 | Q1 2015 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Doman Group, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
Summit Investment Advisory Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
DISCIPLINED GROWTH INVESTORS INC /MN | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retirement Solution Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2023 | Q1 2023 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
ADELL HARRIMAN & CARPENTER INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
Kazazian Asset Management, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2015 | Q1 2015 | 1 |
Capstone Investment Advisors (Netherlands), B.V. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ERN LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
DAVIDSON TRUST CO | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Wilks Brothers, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Key Square Capital Management LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q1 2021 | Q1 2021 | 1 |
Signition LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Warther Private Wealth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Exane Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Kades & Cheifetz LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 7.65% | 7.65% | 7.65% | Q3 2020 | Q3 2020 | 1 |
AMI INVESTMENT MANAGEMENT INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2015 | Q3 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2015 | Q2 2015 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2020 | Q2 2020 | 1 |
FACT Capital, LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Probity Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2020 | Q3 2020 | 1 |
Graphene Investments SAS | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2022 | Q4 2022 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Strait & Sound Wealth Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2016 | Q2 2016 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Quilter Investors LTD | 1 | 1 | 2.34% | 2.34% | 2.34% | Q2 2019 | Q2 2019 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 3.40% | 3.40% | 3.40% | Q1 2022 | Q1 2022 | 1 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Front Street Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Prairie Sky Financial Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2016 | Q2 2016 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CastleKnight Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2015 | Q1 2015 | 1 |
United Community Bank | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Diag Capital Management, LP | 1 | 1 | 3.76% | 3.76% | 3.76% | Q4 2018 | Q4 2018 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Symmetry Investments LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
GREATMARK INVESTMENT PARTNERS, INC. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2015 | Q1 2015 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2018 | Q3 2018 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2018 | Q3 2018 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Crestline Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Copernicus Capital Management, LLC | 1 | 1 | 4.55% | 4.55% | 4.55% | Q3 2021 | Q3 2021 | 1 |
GENERAL AMERICAN INVESTORS CO INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2022 | Q1 2022 | 1 |
Longer Investments Inc. | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2015 | Q4 2015 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2019 | Q3 2019 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 3.59% | 3.59% | 3.59% | Q1 2015 | Q1 2015 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Heartwood Wealth Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2015 | Q1 2015 | 1 |
Good Harbor Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Blue Granite Capital, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2017 | Q3 2017 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2021 | Q3 2021 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2015 | Q4 2015 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
New Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Oak Thistle LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Broadfin Capital, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2016 | Q4 2016 | 1 |
Eversept Partners, LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2018 | Q3 2018 | 1 |
SG Capital Management LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2018 | Q4 2018 | 1 |
THREADGILL FINANCIAL, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2022 | Q4 2022 | 1 |
Portland Global Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2015 | Q1 2015 | 1 |
GUARDIAN INVESTOR SERVICES LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2015 | Q1 2015 | 1 |
Bank of Kentucky, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2019 | Q3 2019 | 1 |
ArchPoint Investors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Gyrus Investment Management Inc. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2015 | Q1 2015 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2021 | Q1 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2015 | Q4 2015 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
HNP Capital LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
STRATTON MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Noked Capital LTD | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
Noked Israel Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
New World Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Prana Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
CQS Cayman LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2019 | Q3 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2015 | Q1 2015 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q1 2020 | Q1 2020 | 1 |
ACUITY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2015 | Q1 2015 | 1 |
Parplus Partners | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
HERON FINANCIAL GROUP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Virginia National Bank | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own MEDTRONIC PLC or have owned MEDTRONIC PLC in the past.