Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 45 |
Citadel Advisors | 15 | 15 | 0.00% | 0.00% | 0.04% | Q1 2020 | Q3 2023 | 44 |
Walleye Trading LLC | 15 | 15 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 34 |
CAPSTONE INVESTMENT ADVISORS, LLC | 11 | 3 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
WOLVERINE TRADING, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 25 |
Squarepoint Ops LLC | 15 | 15 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 24 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 23 |
UBS Group AG | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 23 |
Parallax Volatility Advisers, L.P. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 15 | 15 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 22 |
Sutton Wealth Advisors Inc. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15 | 15 | 0.03% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 20 |
MAI Capital Management | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 20 |
Creative Planning | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.11% | 0.17% | Q1 2020 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
CREDIT SUISSE AG/ | 15 | 15 | 0.00% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 18 |
D. E. Shaw & Co., Inc. | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 17 |
BANK OF MONTREAL /CAN/ | 12 | 2 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 16 |
Montecito Bank & Trust | 16 | 16 | 0.24% | 0.42% | 0.64% | Q1 2020 | Q4 2023 | 16 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2023 | 16 |
NEVILLE RODIE & SHAW INC | 16 | 16 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q4 2023 | 16 |
WELLS FARGO & COMPANY/MN | 15 | 15 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 16 |
PARK NATIONAL CORP /OH/ | 16 | 16 | 0.04% | 0.41% | 0.78% | Q1 2020 | Q4 2023 | 16 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.00% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 16 |
COUNTRY TRUST BANK | 16 | 16 | 0.00% | 0.07% | 0.68% | Q1 2020 | Q4 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 15 | 0.00% | 0.07% | 0.42% | Q1 2020 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2023 | 16 |
MACQUARIE GROUP LTD | 15 | 15 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Utah Retirement Systems | 15 | 15 | 0.07% | 0.10% | 0.11% | Q1 2020 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MCF Advisors LLC | 15 | 15 | 0.01% | 0.15% | 2.20% | Q1 2020 | Q3 2023 | 15 |
HBK Sorce Advisory LLC | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Tredje AP-fonden | 15 | 15 | 0.06% | 0.13% | 0.21% | Q1 2020 | Q3 2023 | 15 |
REGIONS FINANCIAL CORP | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 15 | 15 | 0.07% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Jackson, Grant Investment Advisers, Inc. | 15 | 15 | 0.09% | 0.12% | 0.16% | Q1 2020 | Q3 2023 | 15 |
West Oak Capital, LLC | 15 | 15 | 0.16% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Northeast Financial Consultants Inc | 15 | 15 | 0.05% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Paradigm Financial Partners, LLC | 15 | 15 | 0.40% | 0.51% | 0.59% | Q1 2020 | Q3 2023 | 15 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 15 | 15 | 0.05% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 15 | 15 | 0.00% | 0.29% | 0.40% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
LOWE BROCKENBROUGH & CO INC | 15 | 15 | 0.65% | 0.78% | 0.94% | Q1 2020 | Q3 2023 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.02% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Swiss National Bank | 15 | 15 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
CULLINAN ASSOCIATES INC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Crossmark Global Holdings, Inc. | 15 | 15 | 0.04% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
SUMITOMO LIFE INSURANCE CO | 15 | 15 | 0.03% | 0.07% | 0.19% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 15 | 15 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 15 | 15 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Bank of New York Mellon Corp | 15 | 15 | 0.11% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Oakworth Capital, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 15 | 15 | 0.01% | 0.16% | 0.57% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 15 | 15 | 0.82% | 1.09% | 1.26% | Q1 2020 | Q3 2023 | 15 |
Dai-ichi Life Insurance Company, Ltd | 15 | 15 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2023 | 15 |
Heritage Trust Co | 15 | 15 | 0.05% | 0.08% | 0.23% | Q1 2020 | Q3 2023 | 15 |
SALEM INVESTMENT COUNSELORS INC | 15 | 15 | 0.09% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Harbor Advisors LLC | 15 | 15 | 0.06% | 0.09% | 0.15% | Q1 2020 | Q3 2023 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Nuveen Asset Management, LLC | 15 | 15 | 0.14% | 0.19% | 0.23% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 15 | 15 | 0.08% | 0.11% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Westhampton Capital, LLC | 15 | 15 | 0.28% | 0.39% | 0.47% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.07% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 15 | 15 | 0.01% | 0.55% | 1.19% | Q1 2020 | Q3 2023 | 15 |
RHUMBLINE ADVISERS | 15 | 15 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Man Group plc | 15 | 15 | 0.01% | 0.25% | 0.70% | Q1 2020 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
BROWN BROTHERS HARRIMAN & CO | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Eventide Asset Management | 15 | 15 | 0.05% | 1.79% | 2.88% | Q1 2020 | Q3 2023 | 15 |
Zions Bancorporation, N.A. | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Murphy, Middleton, Hinkle & Parker, Inc. | 15 | 15 | 0.45% | 0.56% | 0.64% | Q1 2020 | Q3 2023 | 15 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 15 | 15 | 0.03% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 15 |
AQR Capital Management | 15 | 15 | 0.02% | 0.12% | 0.37% | Q1 2020 | Q3 2023 | 15 |
MARIETTA INVESTMENT PARTNERS LLC | 15 | 15 | 0.22% | 0.45% | 0.67% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Ninety One UK Ltd | 15 | 15 | 0.58% | 1.13% | 1.53% | Q1 2020 | Q3 2023 | 15 |
VOYA INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.03% | 0.07% | 0.57% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
M&T BANK CORP | 15 | 15 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Morse Asset Management, Inc | 15 | 15 | 0.13% | 0.20% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Meridian Wealth Advisors, LLC | 15 | 15 | 0.24% | 0.61% | 1.07% | Q1 2020 | Q3 2023 | 15 |
State of Tennessee, Treasury Department | 15 | 15 | 0.02% | 0.08% | 0.20% | Q1 2020 | Q3 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Hanson & Doremus Investment Management | 15 | 15 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Trust Investment Advisors | 15 | 15 | 1.09% | 1.32% | 1.49% | Q1 2020 | Q3 2023 | 15 |
MOODY LYNN & LIEBERSON, LLC | 15 | 15 | 0.03% | 0.12% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
PITCAIRN CO | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
AUXIER ASSET MANAGEMENT | 15 | 15 | 0.16% | 0.21% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Community Bank, N.A. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CIBC Asset Management Inc | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
ADVISORS MANAGEMENT GROUP INC /ADV | 15 | 15 | 0.08% | 0.15% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Farmers & Merchants Trust Co of Long Beach | 15 | 15 | 0.10% | 0.13% | 0.15% | Q1 2020 | Q3 2023 | 15 |
VIKING FUND MANAGEMENT LLC | 15 | 15 | 0.20% | 0.39% | 0.58% | Q1 2020 | Q3 2023 | 15 |
S&CO INC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 15 |
Fisher Asset Management, LLC | 15 | 15 | 0.00% | 0.06% | 0.24% | Q1 2020 | Q3 2023 | 15 |
FIRST CITIZENS BANK & TRUST CO | 15 | 15 | 0.00% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 15 | 15 | 0.06% | 0.12% | 0.16% | Q1 2020 | Q3 2023 | 15 |
HOLDERNESS INVESTMENTS CO | 15 | 15 | 0.22% | 0.31% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Asset Management One Co., Ltd. | 15 | 15 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
TWO SIGMA ADVISERS, LP | 15 | 15 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 15 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 15 | 15 | 0.12% | 0.33% | 0.39% | Q1 2020 | Q3 2023 | 15 |
FEDERATED HERMES, INC. | 15 | 15 | 0.29% | 0.54% | 0.74% | Q1 2020 | Q3 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 15 | 15 | 0.01% | 0.07% | 0.20% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 15 | 15 | 0.00% | 0.08% | 0.29% | Q1 2020 | Q3 2023 | 15 |
DAVENPORT & Co LLC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BAILARD, INC. | 15 | 15 | 0.20% | 0.26% | 0.33% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
DUNCKER STREETT & CO INC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
JACKSON SQUARE CAPITAL, LLC | 15 | 15 | 0.18% | 0.43% | 0.71% | Q1 2020 | Q3 2023 | 15 |
EAGLE GLOBAL ADVISORS LLC | 15 | 15 | 0.86% | 1.16% | 1.35% | Q1 2020 | Q3 2023 | 15 |
Mirae Asset Global Investments Co., Ltd. | 15 | 15 | 0.01% | 0.24% | 0.41% | Q1 2020 | Q3 2023 | 15 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 15 | 15 | 0.03% | 0.10% | 0.25% | Q1 2020 | Q3 2023 | 15 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Grove Bank & Trust | 15 | 15 | 0.18% | 0.26% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Horan Capital Advisors, LLC. | 15 | 15 | 1.38% | 1.82% | 2.11% | Q1 2020 | Q3 2023 | 15 |
SEGALL BRYANT & HAMILL, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 15 | 15 | 0.11% | 0.89% | 1.34% | Q1 2020 | Q3 2023 | 15 |
SIT INVESTMENT ASSOCIATES INC | 15 | 15 | 0.04% | 0.13% | 0.26% | Q1 2020 | Q3 2023 | 15 |
MARTIN & CO INC /TN/ | 15 | 15 | 1.18% | 1.71% | 2.16% | Q1 2020 | Q3 2023 | 15 |
Bragg Financial Advisors, Inc | 15 | 15 | 0.23% | 0.29% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 15 | 0.02% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Banque Cantonale Vaudoise | 15 | 15 | 0.10% | 0.19% | 0.25% | Q1 2020 | Q3 2023 | 15 |
ROYAL BANK OF CANADA | 15 | 15 | 0.04% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 15 | 0.02% | 0.19% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Laird Norton Wetherby Wealth Management, LLC | 15 | 15 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 15 | 15 | 0.05% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
AMF Tjanstepension AB | 15 | 15 | 0.10% | 0.31% | 0.59% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.02% | 0.12% | Q1 2020 | Q3 2023 | 15 |
CONDOR CAPITAL MANAGEMENT | 15 | 15 | 0.24% | 0.33% | 0.44% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CITY HOLDING CO | 15 | 15 | 0.49% | 0.61% | 0.73% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
PEDDOCK CAPITAL ADVISORS, LLC | 15 | 15 | 0.18% | 0.24% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Fruth Investment Management | 15 | 15 | 0.86% | 1.11% | 1.32% | Q1 2020 | Q3 2023 | 15 |
TrinityPoint Wealth, LLC | 15 | 15 | 0.14% | 0.27% | 0.37% | Q1 2020 | Q3 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.17% | 0.21% | 0.24% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
BROWN ADVISORY INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FARMERS TRUST CO | 15 | 15 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BANK OF NOVA SCOTIA | 15 | 15 | 0.00% | 0.02% | 0.11% | Q1 2020 | Q3 2023 | 15 |
ProShare Advisors LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
JNBA Financial Advisors | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
STATE STREET CORP | 15 | 15 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.06% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Symmetry Partners, LLC | 15 | 15 | 0.08% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
WEATHERLY ASSET MANAGEMENT L. P. | 15 | 15 | 0.28% | 0.33% | 0.39% | Q1 2020 | Q3 2023 | 15 |
North Star Investment Management Corp. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Retirement Systems of Alabama | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FIRST HAWAIIAN BANK | 15 | 15 | 0.08% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BOWEN HANES & CO INC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Farmers & Merchants Trust Co of Chambersburg PA | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
TRILLIUM ASSET MANAGEMENT, LLC | 15 | 15 | 1.04% | 1.49% | 1.90% | Q1 2020 | Q3 2023 | 15 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisors LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Douglass Winthrop Advisors, LLC | 15 | 15 | 0.03% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Clear Harbor Asset Management, LLC | 15 | 15 | 0.01% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 15 | 15 | 0.33% | 0.41% | 0.49% | Q1 2020 | Q3 2023 | 15 |
JOHN G ULLMAN & ASSOCIATES INC | 15 | 15 | 0.25% | 0.35% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Greenwich Wealth Management LLC | 15 | 15 | 0.29% | 0.42% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.12% | 0.18% | 0.23% | Q1 2020 | Q3 2023 | 15 |
APG Asset Management N.V. | 15 | 15 | 0.07% | 0.16% | 0.24% | Q1 2020 | Q3 2023 | 15 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 15 | 15 | 0.28% | 0.39% | 0.50% | Q1 2020 | Q3 2023 | 15 |
SVB WEALTH LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
GEODE CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
SENTRY INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Murphy Pohlad Asset Management LLC | 15 | 15 | 0.15% | 0.18% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Fernwood Investment Management, LLC | 15 | 15 | 0.11% | 0.14% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 15 | 15 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.22% | Q1 2020 | Q3 2023 | 15 |
LAZARD ASSET MANAGEMENT LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
EXCALIBUR MANAGEMENT CORP | 15 | 15 | 0.17% | 0.22% | 0.29% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.33% | 0.43% | 0.57% | Q1 2020 | Q3 2023 | 15 |
Bellecapital International Ltd. | 15 | 15 | 0.15% | 0.21% | 0.26% | Q1 2020 | Q3 2023 | 15 |
CENTRAL TRUST Co | 15 | 15 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
NISA INVESTMENT ADVISORS, LLC | 15 | 15 | 0.07% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 15 |
DIMENSIONAL FUND ADVISORS LP | 15 | 15 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 15 |
SeaCrest Wealth Management, LLC | 15 | 15 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 15 | 0.23% | 0.34% | 0.42% | Q1 2020 | Q3 2023 | 15 |
KCM INVESTMENT ADVISORS LLC | 15 | 15 | 0.06% | 0.61% | 0.91% | Q1 2020 | Q3 2023 | 15 |
State of New Jersey Common Pension Fund D | 15 | 15 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
State of Alaska, Department of Revenue | 15 | 15 | 0.09% | 0.12% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Hartford Financial Management Inc. | 15 | 15 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.09% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 15 |
GUYASUTA INVESTMENT ADVISORS INC | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
OLD SECOND NATIONAL BANK OF AURORA | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.08% | 0.14% | 0.19% | Q1 2020 | Q3 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 15 | 0.20% | 0.28% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Ninety One North America, Inc. | 15 | 15 | 0.12% | 0.31% | 1.36% | Q1 2020 | Q3 2023 | 15 |
Manchester Capital Management LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
COMMERCE BANK | 15 | 15 | 0.14% | 0.23% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Marietta Wealth Management, LLC | 15 | 15 | 0.23% | 0.75% | 1.03% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 15 | 15 | 0.03% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Penserra Capital Management LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
SPINNAKER TRUST | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BLB&B Advisors, LLC | 15 | 15 | 0.07% | 0.32% | 0.54% | Q1 2020 | Q3 2023 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 15 | 15 | 0.08% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Kentucky Retirement Systems Insurance Trust Fund | 15 | 15 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 15 | 15 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Texas Yale Capital Corp. | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Louisiana State Employees Retirement System | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ALLIANCEBERNSTEIN L.P. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Vestcor Inc | 15 | 15 | 0.02% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Ameritas Investment Partners, Inc. | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
JANUS HENDERSON GROUP PLC | 15 | 15 | 0.03% | 0.13% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Gotham Asset Management, LLC | 15 | 15 | 0.02% | 0.19% | 0.53% | Q1 2020 | Q3 2023 | 15 |
ClearBridge Investments | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
GREENLEAF TRUST | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 15 | 0.10% | 0.15% | 0.21% | Q1 2020 | Q3 2023 | 15 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 15 | 15 | 0.04% | 0.20% | 0.53% | Q1 2020 | Q3 2023 | 15 |
Buckley Wealth Management, LLC | 15 | 15 | 0.16% | 0.24% | 0.33% | Q1 2020 | Q3 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Sigma Planning Corp | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Colonial Trust Advisors | 15 | 15 | 0.63% | 0.78% | 0.94% | Q1 2020 | Q3 2023 | 15 |
GENERATION INVESTMENT MANAGEMENT LLP | 15 | 15 | 1.03% | 2.73% | 5.30% | Q1 2020 | Q3 2023 | 15 |
Ninety One SA (PTY) Ltd | 15 | 15 | 0.02% | 0.56% | 1.67% | Q1 2020 | Q3 2023 | 15 |
Impax Asset Management Group plc | 15 | 15 | 0.94% | 1.13% | 1.25% | Q1 2020 | Q3 2023 | 15 |
FENIMORE ASSET MANAGEMENT INC | 15 | 15 | 1.75% | 2.28% | 2.76% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CIGNA INVESTMENTS INC /NEW | 15 | 15 | 0.06% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
NJ State Employees Deferred Compensation Plan | 15 | 15 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
GABLES CAPITAL MANAGEMENT INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
First Financial Bank - Trust Division | 15 | 15 | 0.07% | 0.08% | 0.12% | Q2 2020 | Q4 2023 | 15 |
PEAK6 Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 15 |
Norinchukin Bank, The | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
ARGENT CAPITAL MANAGEMENT LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
BURNEY CO/ | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Compagnie Lombard Odier SCmA | 15 | 15 | 0.38% | 0.57% | 0.80% | Q1 2020 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 15 | 15 | 0.14% | 0.32% | 0.41% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Carnegie Capital Asset Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
TEXAS PERMANENT SCHOOL FUND CORP | 15 | 15 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Heritage Wealth Advisors | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 15 | 15 | 0.07% | 0.11% | 0.17% | Q1 2020 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Mitsubishi UFJ Trust & Banking Corp | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Baldwin Investment Management, LLC | 15 | 15 | 0.11% | 0.13% | 0.16% | Q1 2020 | Q3 2023 | 15 |
STATE OF WISCONSIN INVESTMENT BOARD | 15 | 15 | 0.06% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Argyle Capital Management Inc. | 15 | 15 | 0.11% | 0.17% | 0.22% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FDx Advisors, Inc. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
FINANCIAL COUNSELORS INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SYNOVUS FINANCIAL CORP | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Birch Hill Investment Advisors LLC | 15 | 15 | 0.24% | 0.34% | 0.45% | Q1 2020 | Q3 2023 | 15 |
Northstar Group, Inc. | 15 | 15 | 0.10% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Coastline Trust Co | 15 | 15 | 0.06% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Kinneret Advisory, LLC | 15 | 15 | 0.19% | 0.28% | 0.40% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Russell Investments Group, Ltd. | 15 | 15 | 0.03% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Aristotle Atlantic Partners, LLC | 15 | 15 | 0.06% | 0.95% | 2.27% | Q1 2020 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CONNING INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 15 | 15 | 0.00% | 0.08% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Aspen Investment Management Inc | 15 | 15 | 0.28% | 0.48% | 0.67% | Q1 2020 | Q3 2023 | 15 |
Illinois Municipal Retirement Fund | 15 | 15 | 0.03% | 0.22% | 0.51% | Q1 2020 | Q3 2023 | 15 |
KBC Group NV | 15 | 15 | 0.07% | 0.22% | 0.41% | Q1 2020 | Q3 2023 | 15 |
Harrington Investments, INC | 15 | 15 | 0.20% | 0.25% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Cerity Partners LLC | 15 | 15 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Avondale Wealth Management | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 15 | 15 | 0.00% | 0.21% | 0.60% | Q1 2020 | Q3 2023 | 15 |
AVIVA PLC | 15 | 15 | 0.16% | 0.46% | 0.78% | Q1 2020 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
DekaBank Deutsche Girozentrale | 15 | 15 | 0.08% | 0.16% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Treasurer of the State of North Carolina | 15 | 15 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 15 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 15 | 15 | 0.01% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 15 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 15 | 15 | 0.07% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
abrdn plc | 15 | 15 | 0.14% | 0.37% | 0.73% | Q1 2020 | Q3 2023 | 15 |
AXA S.A. | 15 | 15 | 0.05% | 0.11% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Bienville Capital Management, LLC | 15 | 15 | 0.02% | 0.16% | 0.47% | Q1 2020 | Q3 2023 | 15 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Pinion Investment Advisors, LLC | 15 | 15 | 0.29% | 0.40% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Roundview Capital LLC | 15 | 15 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Center for Financial Planning, Inc. | 15 | 15 | 0.00% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Fiera Capital Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
River Wealth Advisors LLC | 15 | 15 | 0.63% | 0.76% | 0.90% | Q1 2020 | Q3 2023 | 15 |
GUGGENHEIM CAPITAL LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 15 | 15 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 15 |
SECURIAN ASSET MANAGEMENT, INC | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
VANGUARD GROUP INC | 15 | 15 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
MML INVESTORS SERVICES, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKETS CORP | 15 | 15 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 15 |
CHARTWELL INVESTMENT PARTNERS, LLC | 15 | 15 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Avior Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 15 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Acropolis Investment Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
RKL Wealth Management LLC | 15 | 15 | 0.19% | 0.24% | 0.26% | Q1 2020 | Q3 2023 | 15 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 15 | 15 | 0.05% | 0.11% | 0.22% | Q1 2020 | Q3 2023 | 15 |
FRG Family Wealth Advisors LLC | 15 | 15 | 0.35% | 0.42% | 0.49% | Q1 2020 | Q3 2023 | 15 |
MONTAG A & ASSOCIATES INC | 15 | 15 | 0.03% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Broderick Brian C | 15 | 15 | 0.15% | 0.19% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Invesco Ltd. | 15 | 15 | 0.04% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
ST GERMAIN D J CO INC | 12 | 3 | 0.00% | 0.04% | 0.05% | Q1 2020 | Q4 2023 | 15 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 15 | 15 | 0.03% | 0.09% | 0.52% | Q1 2020 | Q3 2023 | 15 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CANADA PENSION PLAN INVESTMENT BOARD | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
PINNACLE ASSOCIATES LTD | 15 | 15 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PROFUND ADVISORS LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Avantax Planning Partners, Inc. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WEBSTER BANK, N. A. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Mitsubishi UFJ Asset Management Co., Ltd. | 15 | 15 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Notis-McConarty Edward | 15 | 15 | 0.28% | 0.36% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Fulcrum Capital LLC | 15 | 15 | 0.15% | 1.96% | 2.74% | Q1 2020 | Q3 2023 | 15 |
Smithfield Trust Co | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Gulf International Bank (UK) Ltd | 15 | 15 | 0.08% | 0.14% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.10% | 0.15% | 0.19% | Q1 2020 | Q3 2023 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 15 | 15 | 0.06% | 0.45% | 0.78% | Q1 2020 | Q3 2023 | 15 |
FIRST TRUST ADVISORS LP | 15 | 15 | 0.00% | 0.08% | 0.24% | Q1 2020 | Q3 2023 | 15 |
ASSETMARK, INC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Daiwa Securities Group Inc. | 15 | 15 | 0.00% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
GABELLI FUNDS LLC | 15 | 15 | 0.06% | 0.08% | 0.17% | Q1 2020 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 15 | 15 | 0.06% | 0.10% | 0.15% | Q1 2020 | Q3 2023 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 15 | 0.05% | 0.29% | 0.56% | Q1 2020 | Q3 2023 | 15 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 15 | 15 | 0.31% | 0.53% | 1.03% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.06% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
KANAWHA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
COURIER CAPITAL LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Robeco Institutional Asset Management B.V. | 15 | 15 | 0.09% | 0.43% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Ledyard National Bank | 15 | 15 | 0.09% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BOSTON FAMILY OFFICE LLC | 15 | 15 | 0.12% | 0.16% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Korea Investment CORP | 15 | 15 | 0.03% | 0.07% | 0.16% | Q1 2020 | Q3 2023 | 15 |
BlackRock Inc. | 15 | 15 | 0.06% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Legal & General Group Plc | 15 | 15 | 0.00% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 15 | 15 | 0.09% | 0.40% | 1.18% | Q1 2020 | Q3 2023 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 15 | 15 | 0.04% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Kentucky Retirement Systems | 15 | 15 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q3 2023 | 15 |
GRIMES & COMPANY, INC. | 15 | 15 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OneDigital Investment Advisors LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
HEADINVEST, LLC | 15 | 15 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Wealthfront Advisers LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.08% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Pflug Koory, LLC | 15 | 15 | 0.61% | 0.74% | 0.90% | Q1 2020 | Q3 2023 | 15 |
HSBC HOLDINGS PLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.24% | 0.35% | 0.49% | Q1 2020 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
GLENMEDE TRUST CO NA | 14 | 14 | 0.01% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.11% | 0.41% | Q1 2020 | Q2 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Horizon Investments, LLC | 11 | 3 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Harvest Fund Management Co., Ltd | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
MACKENZIE FINANCIAL CORP | 11 | 3 | 0.14% | 0.25% | 0.41% | Q1 2020 | Q3 2023 | 14 |
INVESTMENT HOUSE LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Ballentine Partners, LLC | 9 | 5 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 14 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.14% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 6 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EVERENCE CAPITAL MANAGEMENT INC | 11 | 3 | 0.03% | 0.14% | 0.28% | Q1 2020 | Q3 2023 | 14 |
STRS OHIO | 8 | 6 | 0.00% | 0.04% | 0.20% | Q1 2020 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 13 | 1 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Shorepoint Capital Partners LLC | 9 | 5 | 0.95% | 1.51% | 1.94% | Q1 2020 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.45% | 0.60% | 0.74% | Q1 2020 | Q2 2023 | 14 |
PRIVATE TRUST CO NA | 13 | 1 | 0.03% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Achmea Investment Management B.V. | 7 | 7 | 0.17% | 0.73% | 1.30% | Q1 2020 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 1 | 0.00% | 0.02% | 0.19% | Q1 2020 | Q4 2023 | 14 |
Veritable, L.P. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 14 |
CX Institutional | 10 | 4 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 13 | 1 | 0.07% | 0.11% | 0.15% | Q1 2020 | Q3 2023 | 14 |
Chevy Chase Trust Holdings, LLC | 14 | 14 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
SHELTON CAPITAL MANAGEMENT | 9 | 5 | 0.01% | 0.26% | 0.67% | Q1 2020 | Q3 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Csenge Advisory Group | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 14 |
BOKF, NA | 9 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Firestone Capital Management | 9 | 5 | 0.06% | 0.09% | 0.10% | Q1 2020 | Q3 2023 | 14 |
APPLETON PARTNERS INC/MA | 14 | 14 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.14% | 0.17% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Prospera Financial Services Inc | 8 | 6 | 0.01% | 0.04% | 0.27% | Q1 2020 | Q3 2023 | 14 |
HARRELL INVESTMENT PARTNERS, LLC | 13 | 1 | 0.52% | 0.85% | 1.20% | Q1 2020 | Q3 2023 | 14 |
TD ASSET MANAGEMENT INC | 14 | 14 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 10 | 4 | 0.16% | 0.20% | 0.22% | Q1 2020 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
COLONY GROUP LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Assenagon Asset Management S.A. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Crewe Advisors LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Allred Capital Management, LLC | 14 | 14 | 0.16% | 0.25% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Vident Investment Advisory, LLC | 14 | 14 | 0.03% | 0.15% | 0.36% | Q1 2020 | Q2 2023 | 14 |
Summit Trail Advisors, LLC | 12 | 2 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.39% | 0.49% | 0.57% | Q1 2020 | Q2 2023 | 14 |
Winthrop Advisory Group LLC | 14 | 14 | 0.07% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Independent Advisor Alliance | 11 | 3 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Riggs Asset Managment Co. Inc. | 12 | 2 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 14 |
TWO SIGMA INVESTMENTS, LP | 10 | 4 | 0.00% | 0.06% | 0.21% | Q1 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.01% | 0.03% | 0.15% | Q2 2020 | Q3 2023 | 14 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 14 |
Summit X, LLC | 14 | 14 | 0.08% | 0.15% | 0.17% | Q1 2020 | Q2 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.03% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 14 |
USA FINANCIAL FORMULAS | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 14 |
D.B. Root & Company, LLC | 14 | 14 | 0.09% | 0.15% | 0.18% | Q2 2020 | Q3 2023 | 14 |
CIBC Private Wealth Group, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 14 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2023 | 14 |
WESBANCO BANK INC | 11 | 3 | 0.09% | 0.13% | 0.17% | Q1 2020 | Q3 2023 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 13 |
Avalon Investment & Advisory | 13 | 13 | 0.01% | 0.04% | 0.31% | Q1 2020 | Q1 2023 | 13 |
Bigelow Investment Advisors, LLC | 13 | 13 | 0.12% | 0.16% | 0.20% | Q3 2020 | Q3 2023 | 13 |
OneAscent Financial Services LLC | 9 | 4 | 0.14% | 0.52% | 1.44% | Q2 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Rosenberg Matthew Hamilton | 7 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
WESTPAC BANKING CORP | 7 | 2 | 0.07% | 0.16% | 0.52% | Q1 2020 | Q3 2023 | 13 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
HARTFORD INVESTMENT MANAGEMENT CO | 13 | 13 | 0.08% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.00% | 0.14% | 0.27% | Q3 2020 | Q3 2023 | 13 |
OSSIAM | 9 | 2 | 0.00% | 0.02% | 0.13% | Q1 2020 | Q3 2023 | 13 |
Walleye Capital LLC | 6 | 2 | 0.00% | 0.09% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Holocene Advisors, LP | 7 | 6 | 0.01% | 0.45% | 0.87% | Q2 2020 | Q3 2023 | 13 |
SOMERVILLE KURT F | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Values First Advisors, Inc. | 13 | 13 | 0.36% | 0.59% | 0.86% | Q3 2020 | Q3 2023 | 13 |
Verition Fund Management LLC | 12 | 1 | 0.00% | 0.04% | 0.19% | Q2 2020 | Q3 2023 | 13 |
FORT, L.P. | 10 | 3 | 0.18% | 0.49% | 0.88% | Q1 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
TOWER BRIDGE ADVISORS | 13 | 13 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Court Place Advisors, LLC | 13 | 13 | 0.09% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Apella Capital, LLC | 10 | 3 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q4 2023 | 13 |
Advisory Services Network, LLC | 10 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2021 | 13 |
Great Diamond Partners, LLC | 13 | 13 | 0.08% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.03% | 0.21% | 0.45% | Q1 2020 | Q1 2023 | 13 |
KING LUTHER CAPITAL MANAGEMENT CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 13 | 13 | 0.12% | 0.14% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 13 |
Cornerstone Advisory, LLC | 13 | 13 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.08% | 0.17% | 0.50% | Q3 2020 | Q3 2023 | 13 |
HYMAN CHARLES D | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.01% | 0.10% | 0.30% | Q1 2020 | Q3 2023 | 13 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Cubist Systematic Strategies, LLC | 13 | 13 | 0.01% | 0.05% | 0.14% | Q1 2020 | Q1 2023 | 13 |
Community Bank & Trust, Waco, Texas | 10 | 1 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 13 |
Rossmore Private Capital | 13 | 13 | 0.16% | 0.20% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Point72 Hong Kong Ltd | 6 | 6 | 0.00% | 0.06% | 0.14% | Q4 2020 | Q1 2022 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Checchi Capital Advisers, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Stonebridge Capital Advisors LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Waldron Private Wealth LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Field & Main Bank | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Essex Savings Bank | 13 | 13 | 0.27% | 0.34% | 0.40% | Q3 2020 | Q3 2023 | 13 |
ALESCO ADVISORS LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 13 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.04% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Advisors Capital Management, LLC | 13 | 13 | 0.84% | 0.98% | 1.14% | Q3 2020 | Q3 2023 | 13 |
Williams Jones Wealth Management, LLC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Merit Financial Group, LLC | 12 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 2 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ING GROEP NV | 13 | 13 | 0.01% | 0.06% | 0.17% | Q3 2020 | Q3 2023 | 13 |
WealthShield Partners, LLC | 10 | 3 | 0.12% | 0.26% | 0.42% | Q2 2020 | Q3 2023 | 13 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 13 | 13 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2023 | 13 |
Lafayette Investments | 13 | 13 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
GATEWAY INVESTMENT ADVISERS LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
WCM INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 12 |
Rafferty Asset Management, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
CVA Family Office, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
GREAT LAKES ADVISORS, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
GAMBLE JONES INVESTMENT COUNSEL | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Gray Wealth Management Inc. | 7 | 5 | 0.12% | 0.16% | 0.17% | Q3 2020 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.12% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ALLSTATE CORP | 12 | 12 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q4 2022 | 12 |
Fiduciary Group LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 9 | 1 | 0.04% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 12 |
NWAM LLC | 5 | 2 | 0.02% | 0.18% | 0.47% | Q1 2020 | Q3 2023 | 12 |
MidWestOne Financial Group, Inc. | 9 | 3 | 0.07% | 0.10% | 0.17% | Q3 2020 | Q3 2023 | 12 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Fosse Capital Partners LLP | 12 | 12 | 20.00% | 25.74% | 31.90% | Q4 2020 | Q3 2023 | 12 |
NORGES BANK | 12 | 12 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q4 2022 | 12 |
Hotaling Investment Management, LLC | 12 | 12 | 1.24% | 1.58% | 1.93% | Q1 2020 | Q4 2022 | 12 |
COMERICA BANK | 12 | 12 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q4 2022 | 12 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.06% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Engineers Gate Manager LP | 10 | 2 | 0.01% | 0.11% | 0.29% | Q1 2020 | Q2 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 12 | 12 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Vancity Investment Management Ltd | 12 | 12 | 0.99% | 1.27% | 1.59% | Q4 2020 | Q3 2023 | 12 |
WELCH & FORBES LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
Calamos Wealth Management LLC | 12 | 12 | 0.02% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 12 | 12 | 0.00% | 0.18% | 1.01% | Q3 2020 | Q2 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.20% | 0.24% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Andesa Financial Management Inc. | 12 | 12 | 0.13% | 0.16% | 0.23% | Q2 2020 | Q1 2023 | 12 |
SFMG, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Meiji Yasuda Life Insurance Co | 9 | 3 | 0.00% | 0.04% | 0.20% | Q1 2020 | Q3 2023 | 12 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MOTCO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 12 |
GOFEN & GLOSSBERG LLC /IL/ | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2022 | 12 |
Orion Portfolio Solutions, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 0.41% | 0.50% | 0.59% | Q4 2020 | Q3 2023 | 12 |
HOWE & RUSLING INC | 11 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Gilman Hill Asset Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Wambolt & Associates, LLC | 12 | 12 | 0.23% | 0.52% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cribstone Capital Management, LLC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q4 2022 | 12 |
Pacer Advisors, Inc. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CYPRESS ASSET MANAGEMENT INC/TX | 12 | 12 | 0.12% | 0.16% | 0.20% | Q3 2020 | Q2 2023 | 12 |
Qube Research & Technologies Ltd | 8 | 4 | 0.03% | 0.12% | 0.28% | Q1 2020 | Q3 2023 | 12 |
Allianz Asset Management GmbH | 12 | 12 | 0.03% | 0.11% | 0.35% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.16% | 0.20% | 0.27% | Q1 2021 | Q3 2023 | 11 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 5 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 11 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 7 | 4 | 0.07% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q1 2023 | 11 |
Redpoint Investment Management Pty Ltd | 11 | 11 | 0.07% | 0.09% | 0.12% | Q1 2020 | Q3 2022 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Dakota Wealth Management | 9 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bank of Marin | 7 | 4 | 0.20% | 0.25% | 0.28% | Q3 2020 | Q3 2023 | 11 |
AGF INVESTMENTS INC. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2022 | 11 |
Executive Wealth Management, LLC | 11 | 11 | 0.02% | 0.54% | 0.88% | Q2 2020 | Q4 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 11 |
Horan Securities, Inc. | 8 | 3 | 0.01% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Eukles Asset Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Brown Advisory Securities, LLC | 11 | 11 | 0.07% | 0.29% | 1.59% | Q1 2020 | Q3 2022 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.19% | 0.35% | 0.57% | Q1 2020 | Q3 2022 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.12% | 0.24% | 0.39% | Q2 2020 | Q4 2022 | 11 |
ATWOOD & PALMER INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Cresset Asset Management, LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
WILEN INVESTMENT MANAGEMENT CORP. | 11 | 11 | 1.04% | 1.50% | 2.01% | Q1 2020 | Q3 2022 | 11 |
Garde Capital, Inc. | 6 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Allegheny Financial Group LTD | 10 | 1 | 0.12% | 0.19% | 0.29% | Q4 2020 | Q3 2023 | 11 |
INVERNESS COUNSEL LLC /NY/ | 11 | 11 | 1.50% | 1.85% | 2.21% | Q1 2020 | Q3 2022 | 11 |
EATON VANCE MANAGEMENT | 11 | 11 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q3 2022 | 11 |
CERTUITY, LLC | 11 | 11 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Qtron Investments LLC | 11 | 11 | 0.07% | 0.14% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Handelsbanken Fonder AB | 10 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
BLUESTEIN R H & CO LLC | 11 | 11 | 0.02% | 0.12% | 1.06% | Q1 2020 | Q3 2022 | 11 |
MTM Investment Management, LLC | 6 | 5 | 0.10% | 0.13% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 7 | 4 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
OPTIMUM INVESTMENT ADVISORS | 11 | 11 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q3 2022 | 11 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 11 | 11 | 0.08% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 11 |
MCRAE CAPITAL MANAGEMENT INC | 11 | 11 | 0.09% | 0.19% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Palisades Hudson Asset Management, L.P. | 6 | 5 | 0.10% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Clarius Group, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Marquette Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
BSW Wealth Partners | 11 | 11 | 0.08% | 0.11% | 0.15% | Q3 2020 | Q1 2023 | 11 |
Progressive Investment Management Corp | 6 | 5 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 11 |
WINTRUST INVESTMENTS LLC | 5 | 2 | 0.05% | 0.08% | 0.19% | Q3 2020 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
REGENTATLANTIC CAPITAL LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.01% | 0.07% | 0.48% | Q1 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.07% | 0.17% | Q1 2020 | Q2 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.06% | 0.17% | 0.29% | Q1 2021 | Q3 2023 | 11 |
Wealth Quarterback LLC | 6 | 1 | 0.13% | 0.20% | 0.28% | Q1 1987 | Q3 2023 | 11 |
Renaissance Technologies | 4 | 3 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2022 | 11 |
Covington Capital Management | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Alphinity Investment Management Pty Ltd | 8 | 3 | 2.75% | 4.08% | 5.89% | Q1 2020 | Q3 2023 | 11 |
Solstein Capital, LLC | 8 | 3 | 0.00% | 0.05% | 0.10% | Q1 2020 | Q4 2022 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Lido Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
L & S Advisors Inc | 6 | 1 | 0.15% | 0.43% | 1.05% | Q3 2020 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.12% | 0.13% | 0.15% | Q2 2020 | Q2 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.02% | 0.06% | 0.11% | Q3 2020 | Q4 2022 | 10 |
Tidal Investments LLC | 10 | 10 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Nelson Capital Management, LLC | 10 | 10 | 1.43% | 1.72% | 2.10% | Q3 2020 | Q4 2022 | 10 |
Bank of New Hampshire | 10 | 10 | 0.09% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 0.30% | 0.36% | 0.45% | Q2 2021 | Q3 2023 | 10 |
ARGI Investment Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
NuWave Investment Management, LLC | 5 | 5 | 0.01% | 0.28% | 0.92% | Q1 2020 | Q3 2022 | 10 |
Strategic Advisors LLC | 10 | 10 | 0.13% | 0.18% | 0.24% | Q1 2021 | Q2 2023 | 10 |
Haverford Trust Co | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMALGAMATED BANK | 7 | 3 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ADVISOR PARTNERS LLC | 10 | 10 | 0.06% | 0.08% | 0.08% | Q1 2020 | Q2 2022 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Cordasco Financial Network | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
9258 Wealth Management, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Leelyn Smith, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 10 |
Teza Capital Management LLC | 5 | 1 | 0.03% | 0.18% | 0.34% | Q2 2020 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.36% | 0.45% | 0.58% | Q2 2021 | Q3 2023 | 10 |
Gradient Investments LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Waratah Capital Advisors Ltd. | 10 | 10 | 0.04% | 0.09% | 0.23% | Q2 2021 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
OneAscent Wealth Management LLC | 7 | 1 | 0.22% | 0.51% | 1.45% | Q4 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.09% | 0.16% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2022 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
AlphaStar Capital Management, LLC | 4 | 2 | 0.02% | 0.20% | 0.62% | Q1 2020 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 10 |
Interval Partners, LP | 7 | 7 | 0.09% | 0.30% | 0.51% | Q1 2022 | Q3 2023 | 10 |
JENNISON ASSOCIATES LLC | 9 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 10 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 10 | 10 | 0.12% | 0.23% | 0.31% | Q1 2020 | Q2 2022 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.07% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Diversified Trust Co | 8 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Hendershot Investments Inc. | 10 | 10 | 0.03% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Essex Financial Services, Inc. | 5 | 5 | 0.03% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Platform Technology Partners | 5 | 1 | 0.11% | 0.13% | 0.14% | Q4 2020 | Q3 2023 | 10 |
Echo Street Capital Management LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Andra AP-fonden | 8 | 2 | 0.11% | 0.23% | 0.34% | Q1 2020 | Q3 2022 | 10 |
Brookstone Capital Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IAM Advisory, LLC | 5 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 10 |
Arlington Partners LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 10 |
CASTLEARK MANAGEMENT LLC | 10 | 10 | 0.02% | 0.10% | 0.80% | Q1 2020 | Q2 2022 | 10 |
Maryland State Retirement & Pension System | 4 | 2 | 0.07% | 0.09% | 0.10% | Q4 2020 | Q3 2023 | 10 |
COMPTON CAPITAL MANAGEMENT INC /RI | 10 | 10 | 0.14% | 0.26% | 0.31% | Q1 2020 | Q2 2022 | 10 |
TRUE Private Wealth Advisors | 8 | 2 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 10 |
MURPHY CAPITAL MANAGEMENT INC | 10 | 10 | 0.44% | 0.54% | 0.61% | Q1 2020 | Q2 2022 | 10 |
COMERICA SECURITIES,INC. | 6 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
FCF Advisors LLC | 9 | 9 | 0.23% | 0.72% | 1.29% | Q1 2020 | Q1 2022 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Nippon Life Global Investors Americas, Inc. | 8 | 1 | 0.06% | 0.15% | 0.21% | Q1 2020 | Q3 2022 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q1 2022 | 9 |
Essex LLC | 9 | 9 | 0.14% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 9 |
WEDBUSH SECURITIES INC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 2 | 0.05% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 9 |
JB Capital LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Penobscot Investment Management Company, Inc. | 5 | 4 | 0.03% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 9 |
Corient Capital Partners, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 9 | 9 | 0.25% | 0.32% | 0.40% | Q3 2021 | Q3 2023 | 9 |
MetLife Investment Management, LLC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.05% | 0.22% | 0.38% | Q4 2020 | Q4 2022 | 9 |
Bath Savings Trust Co | 5 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Quantbot Technologies LP | 6 | 1 | 0.05% | 0.27% | 0.55% | Q1 2020 | Q4 2022 | 9 |
Bridgewater Associates | 9 | 9 | 0.02% | 0.18% | 0.34% | Q2 2020 | Q2 2022 | 9 |
People's United Financial, Inc. | 9 | 9 | 0.14% | 0.26% | 0.37% | Q1 2020 | Q1 2022 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
APPLIED RESEARCH INVESTMENTS, LLC | 9 | 9 | 1.00% | 1.95% | 2.52% | Q2 2020 | Q2 2022 | 9 |
HANCOCK WHITNEY CORP | 8 | 1 | 0.01% | 0.06% | 0.27% | Q1 2020 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
IBM Retirement Fund | 9 | 9 | 0.05% | 0.08% | 0.10% | Q1 2020 | Q1 2022 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
ICON ADVISERS INC/CO | 9 | 9 | 0.33% | 0.51% | 0.66% | Q1 2020 | Q1 2022 | 9 |
Cipher Capital LP | 5 | 1 | 0.04% | 0.30% | 0.82% | Q2 2020 | Q2 2023 | 9 |
Manning & Napier Group, LLC | 5 | 4 | 0.07% | 0.13% | 0.23% | Q1 2020 | Q1 2023 | 9 |
DAVIS R M INC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
West Branch Capital LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Lee Financial Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 4 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 9 |
ACG Wealth | 8 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q2 2022 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.16% | 0.41% | Q2 2021 | Q2 2023 | 9 |
MEANS INVESTMENT CO., INC. | 5 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 9 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.08% | 0.22% | Q4 2020 | Q4 2022 | 9 |
First City Capital Management, Inc. | 4 | 1 | 0.10% | 0.13% | 0.16% | Q3 2020 | Q3 2023 | 9 |
LOOMIS SAYLES & CO L P | 3 | 1 | 0.00% | 0.02% | 0.12% | Q1 2020 | Q3 2023 | 9 |
Moors & Cabot, Inc. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Bank Pictet & Cie (Europe) AG | 7 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
MISSION WEALTH MANAGEMENT, LP | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PIONEER TRUST BANK N A/OR | 5 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 9 |
Wakefield Asset Management LLLP | 5 | 4 | 0.43% | 0.96% | 1.35% | Q1 2021 | Q3 2023 | 9 |
Epoch Investment Partners, Inc. | 7 | 2 | 0.01% | 0.12% | 0.52% | Q1 2020 | Q3 2023 | 9 |
Simplicity Solutions, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.06% | 0.08% | 0.09% | Q1 2020 | Q1 2022 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 1.58% | 2.06% | 2.58% | Q3 2021 | Q3 2023 | 9 |
Kingsview Wealth Management, LLC | 5 | 4 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
NZS Capital, LLC | 9 | 9 | 0.39% | 0.73% | 1.68% | Q3 2021 | Q3 2023 | 9 |
PALLADIUM PARTNERS LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.07% | 0.17% | 0.23% | Q4 2021 | Q4 2023 | 9 |
BLAIR WILLIAM & CO/IL | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Dougherty Wealth Advisers LLC | 9 | 9 | 0.15% | 0.19% | 0.28% | Q1 2020 | Q1 2022 | 9 |
MAGNOLIA CAPITAL ADVISORS LLC | 9 | 9 | 0.19% | 0.37% | 1.01% | Q1 2021 | Q1 2023 | 9 |
GLOBEFLEX CAPITAL L P | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 9 | 9 | 0.24% | 0.43% | 0.76% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Caprock Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Altium Wealth Management LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2022 | 9 |
MAIRS & POWER INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
FORA Capital, LLC | 5 | 1 | 0.20% | 0.32% | 0.66% | Q3 2020 | Q4 2022 | 8 |
SEIZERT CAPITAL PARTNERS, LLC | 8 | 8 | 1.24% | 1.62% | 2.17% | Q1 2020 | Q4 2021 | 8 |
GDS Wealth Management | 8 | 8 | 0.57% | 1.10% | 1.64% | Q4 2021 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 8 |
Freestone Capital Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.13% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
ARROW FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
City State Bank | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HBW ADVISORY SERVICES LLC | 6 | 2 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Avitas Wealth Management LLC | 8 | 8 | 0.48% | 0.53% | 0.67% | Q1 2020 | Q4 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2022 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Hanlon Investment Management, Inc. | 5 | 3 | 0.12% | 0.27% | 0.38% | Q4 2020 | Q3 2023 | 8 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 8 | 8 | 0.13% | 0.24% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Advisory Resource Group | 8 | 8 | 0.07% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Dorsey Wright & Associates | 5 | 3 | 0.04% | 0.67% | 0.89% | Q4 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Clean Yield Group | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.25% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.06% | 0.12% | 0.31% | Q2 2020 | Q2 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TELEMUS CAPITAL, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Employees Retirement System of Texas | 8 | 8 | 0.07% | 0.16% | 0.20% | Q1 2020 | Q4 2021 | 8 |
LORD, ABBETT & CO. LLC | 8 | 8 | 0.09% | 0.15% | 0.20% | Q1 2020 | Q4 2021 | 8 |
Wahed Invest LLC | 8 | 8 | 0.20% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.05% | 0.15% | 0.46% | Q3 2021 | Q2 2023 | 8 |
Bank OZK | 8 | 8 | 0.10% | 0.14% | 0.20% | Q1 2020 | Q4 2021 | 8 |
First American Bank | 8 | 8 | 0.12% | 0.26% | 0.35% | Q1 2020 | Q4 2021 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q3 2020 | Q2 2023 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Vectors Research Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 8 | 8 | 0.24% | 0.38% | 0.49% | Q1 2020 | Q4 2021 | 8 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.42% | 0.59% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Versor Investments LP | 4 | 1 | 0.01% | 0.07% | 0.18% | Q1 2020 | Q2 2023 | 8 |
Capital World Investors | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FIRST QUADRANT LLC/CA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2021 | 8 |
Weiss Multi-Strategy Advisers LLC | 6 | 2 | 0.05% | 0.14% | 0.29% | Q4 2020 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.61% | 0.74% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Arabesque Asset Management Ltd | 8 | 8 | 0.96% | 1.30% | 1.59% | Q1 2021 | Q4 2022 | 8 |
Ativo Capital Management LLC | 8 | 8 | 0.40% | 0.54% | 0.70% | Q1 2020 | Q4 2021 | 8 |
Ascent Group, LLC | 8 | 8 | 0.21% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.06% | 0.15% | 0.24% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
FOSTER & MOTLEY INC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2021 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.11% | 0.21% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 8 |
YHB Investment Advisors, Inc. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q4 2021 | 8 |
LGT Group Foundation | 8 | 8 | 0.36% | 0.49% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 8 |
TDAM USA INC. | 8 | 8 | 0.12% | 0.23% | 0.52% | Q1 2020 | Q4 2021 | 8 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.14% | 0.18% | 0.21% | Q1 2020 | Q4 2021 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 0.70% | 0.88% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Hilltop Holdings Inc. | 7 | 1 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q1 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.26% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Altavista Wealth Management, Inc. | 8 | 8 | 0.08% | 0.10% | 0.12% | Q1 2020 | Q4 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.09% | 0.28% | Q2 2020 | Q1 2023 | 8 |
Kore Private Wealth LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2021 | 8 |
Artemis Investment Management LLP | 8 | 8 | 0.01% | 0.71% | 1.07% | Q2 2020 | Q1 2022 | 8 |
Candriam S.C.A. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.26% | 0.58% | Q2 2020 | Q3 2023 | 8 |
TUCKER ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
True North Advisors, LLC | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIL Ltd | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 7 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.07% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 7 |
MARSHALL WACE, LLP | 5 | 2 | 0.00% | 0.07% | 0.13% | Q1 2020 | Q1 2023 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.02% | 0.07% | 0.23% | Q4 2020 | Q2 2022 | 7 |
JUPITER ASSET MANAGEMENT LTD | 5 | 2 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 7 |
Neo Ivy Capital Management | 3 | 1 | 0.01% | 0.23% | 0.92% | Q1 2020 | Q3 2022 | 7 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Mascoma Wealth Management LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
Ethic Inc. | 5 | 1 | 0.02% | 0.05% | 0.22% | Q1 2020 | Q3 2023 | 7 |
PineBridge Investments, L.P. | 6 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ClariVest Asset Management LLC | 6 | 1 | 0.00% | 0.07% | 0.48% | Q1 2020 | Q3 2023 | 7 |
Hexavest Inc. | 7 | 7 | 0.26% | 0.37% | 0.42% | Q1 2020 | Q3 2021 | 7 |
World Asset Management Inc | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2020 | Q3 2021 | 7 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.11% | 0.47% | 0.79% | Q1 2020 | Q3 2023 | 7 |
XTX Topco Ltd | 3 | 1 | 0.08% | 0.15% | 0.23% | Q1 2021 | Q1 2023 | 7 |
IMPACTfolio, LLC | 4 | 3 | 0.17% | 0.21% | 0.30% | Q4 2021 | Q4 2023 | 7 |
NAVELLIER & ASSOCIATES INC | 4 | 3 | 0.41% | 1.03% | 1.87% | Q1 2020 | Q4 2021 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
TWIN CAPITAL MANAGEMENT INC | 7 | 7 | 0.06% | 0.14% | 0.21% | Q1 2022 | Q3 2023 | 7 |
FULTON BANK, N.A. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Core Alternative Capital | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 7 |
SILVERLAKE WEALTH MANAGEMENT LLC | 6 | 1 | 0.13% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
WOLFF WIESE MAGANA LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q2 2022 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
O'Shares Investment Advisers, LLC | 7 | 7 | 0.08% | 0.12% | 0.18% | Q3 2020 | Q1 2022 | 7 |
Marshall Wace North America L.P. | 7 | 7 | 0.00% | 0.11% | 0.24% | Q1 2020 | Q3 2021 | 7 |
Compton Wealth Advisory Group, LLC | 7 | 7 | 0.12% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
AMP Capital Investors Ltd | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2021 | 7 |
Sciencast Management LP | 2 | 1 | 0.11% | 0.50% | 0.92% | Q1 2020 | Q1 2023 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 0.60% | 0.72% | 0.85% | Q1 2022 | Q3 2023 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 3 | 0.01% | 0.09% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.02% | 0.14% | 0.44% | Q1 2021 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2021 | 7 |
Edgestream Partners, L.P. | 3 | 1 | 0.02% | 0.23% | 0.50% | Q1 2020 | Q2 2023 | 7 |
Blueshift Asset Management, LLC | 5 | 2 | 0.02% | 0.15% | 0.60% | Q2 2021 | Q1 2023 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.09% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.72% | 1.06% | 1.32% | Q2 2020 | Q4 2021 | 7 |
SECURITY NATIONAL TRUST CO | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2020 | Q3 2021 | 7 |
Applied Capital LLC | 7 | 7 | 0.23% | 0.36% | 0.52% | Q1 2021 | Q3 2022 | 7 |
Timber Creek Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
FMA ADVISORY INC | 7 | 7 | 0.41% | 0.52% | 0.67% | Q1 2020 | Q3 2021 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 7 |
Cinctive Capital Management LP | 3 | 1 | 0.14% | 0.28% | 0.79% | Q1 2020 | Q1 2023 | 7 |
Bartlett & Co. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.03% | 0.13% | Q4 2020 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.32% | 0.41% | 0.49% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Personal Capital Advisors Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Brookfield Asset Management | 7 | 7 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Aureus Asset Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Strengthening Families & Communities, LLC | 5 | 2 | 0.09% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 1 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 7 |
Inlet Private Wealth, LLC | 4 | 3 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.14% | 0.29% | Q1 2020 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 7 |
MorganRosel Wealth Management, LLC | 7 | 7 | 0.36% | 0.43% | 0.55% | Q1 2020 | Q3 2021 | 7 |
SIMON QUICK ADVISORS, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Paloma Partners Management Co | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q1 2022 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.09% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
SUMMIT FINANCIAL GROUP, INC. | 7 | 7 | 0.20% | 0.24% | 0.27% | Q1 2020 | Q3 2021 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.57% | 1.07% | Q1 2022 | Q3 2023 | 7 |
ISTHMUS PARTNERS, LLC | 7 | 7 | 1.77% | 1.84% | 2.03% | Q1 2022 | Q3 2023 | 7 |
Consolidated Planning Corp | 6 | 1 | 0.03% | 0.35% | 0.44% | Q3 2021 | Q3 2023 | 7 |
Rathbones Group PLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
WESTWOOD HOLDINGS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.13% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2023 | 6 |
Cypress Wealth Services, LLC | 6 | 6 | 0.25% | 0.37% | 0.57% | Q1 2020 | Q2 2021 | 6 |
WFA Asset Management Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q3 2021 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.23% | 0.85% | Q1 2020 | Q3 2023 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Graypoint LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
SevenBridge Financial Group, LLC | 5 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 6 |
PUTNAM INVESTMENTS LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 6 |
Blueprint Investment Partners LLC | 4 | 2 | 0.09% | 0.11% | 0.19% | Q3 2021 | Q3 2023 | 6 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 6 | 6 | 0.30% | 0.69% | 1.13% | Q1 2020 | Q2 2021 | 6 |
Knuff & Co LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ROMAN BUTLER FULLERTON & CO | 6 | 6 | 0.18% | 0.21% | 0.24% | Q1 2022 | Q2 2023 | 6 |
Calamos Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 6 |
Ferris Capital, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q1 2022 | 6 |
Integrated Investment Consultants, LLC | 5 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2023 | 6 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.13% | 0.19% | Q1 2022 | Q2 2023 | 6 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 1 | 0.00% | 2.31% | 4.77% | Q4 2020 | Q3 2023 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q1 2022 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.09% | 0.21% | Q2 2020 | Q2 2023 | 6 |
DUALITY ADVISERS, LP | 3 | 1 | 0.02% | 0.29% | 0.58% | Q2 2020 | Q1 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
WINTON GROUP Ltd | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2023 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
FIRST NATIONAL BANK OF OMAHA | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.03% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Peterson Wealth Services | 4 | 2 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q2 2023 | 6 |
Quantitative Investment Management, LLC | 4 | 1 | 0.13% | 0.19% | 0.28% | Q2 2020 | Q1 2023 | 6 |
Verdence Capital Advisors LLC | 4 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 6 |
tru Independence LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 6 |
Fulcrum Equity Management | 3 | 3 | 0.10% | 0.31% | 0.58% | Q2 2020 | Q4 2021 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Cowen Prime Services LLC | 6 | 6 | 0.08% | 0.11% | 0.12% | Q1 2020 | Q2 2021 | 6 |
JAMES INVESTMENT RESEARCH INC | 5 | 1 | 0.00% | 0.40% | 0.84% | Q2 2021 | Q1 2023 | 6 |
Altshuler Shaham Ltd | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
Intrua Financial, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2022 | 6 |
TOMPKINS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 6 |
FRED ALGER MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
BP PLC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q2 2021 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 6 |
PDT Partners, LLC | 6 | 6 | 0.02% | 0.29% | 0.56% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.27% | 0.30% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 6 |
QS Investors, LLC | 6 | 6 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q2 2021 | 6 |
Bogart Wealth, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.12% | 0.18% | 0.25% | Q3 2020 | Q4 2021 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q2 2021 | 6 |
INDEPENDENT INVESTORS INC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Reynders McVeigh Capital Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Czech National Bank | 6 | 6 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q4 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 6 | 0.02% | 0.41% | 0.61% | Q1 2022 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Savior LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 6 |
Cedar Mountain Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Artisan Partners Limited Partnership | 5 | 1 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 6 |
NORTHSTAR INVESTMENT ADVISORS LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q2 2021 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Sky Investment Group LLC | 4 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.01% | 0.04% | 0.15% | Q4 2020 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Stack Financial Management, Inc | 6 | 6 | 0.75% | 1.04% | 1.27% | Q1 2020 | Q2 2021 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
SRB CORP | 4 | 1 | 0.02% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 5 |
Diametric Capital, LP | 4 | 1 | 0.10% | 0.35% | 0.62% | Q2 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 2 | 0.07% | 0.12% | 0.18% | Q4 2020 | Q1 2023 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
STEPH & CO | 5 | 5 | 0.01% | 0.11% | 0.20% | Q1 2021 | Q1 2022 | 5 |
BANK OF HAWAII | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.10% | 0.14% | 0.16% | Q1 2020 | Q1 2021 | 5 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5 | 5 | 0.05% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Frontier Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
FLIPPIN BRUCE & PORTER INC | 5 | 5 | 0.22% | 0.27% | 0.31% | Q1 2020 | Q1 2021 | 5 |
First Western Trust Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
AdvisorShares Investments LLC | 3 | 1 | 0.00% | 0.22% | 0.41% | Q4 2020 | Q3 2023 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.06% | 0.26% | 0.48% | Q2 2021 | Q1 2023 | 5 |
Capital Wealth Planning, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 5 |
Rise Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ANCHOR CAPITAL ADVISORS LLC | 5 | 5 | 0.92% | 1.29% | 1.49% | Q3 2022 | Q3 2023 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.09% | 0.20% | 0.38% | Q2 2021 | Q3 2023 | 5 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 1 | 0.32% | 0.36% | 0.44% | Q1 2020 | Q4 2023 | 5 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.07% | 0.09% | Q4 2021 | Q2 2023 | 5 |
Varma Mutual Pension Insurance Co | 2 | 1 | 0.09% | 0.18% | 0.28% | Q1 2021 | Q3 2022 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Kiwi Wealth Investments Limited Partnership | 5 | 5 | 0.08% | 0.19% | 0.28% | Q3 2020 | Q3 2021 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.16% | 0.30% | 0.82% | Q3 2022 | Q3 2023 | 5 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 5 | 0.20% | 0.32% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
HighMark Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.05% | 0.22% | 0.37% | Q4 2020 | Q4 2021 | 5 |
Mathes Company, Inc. | 5 | 5 | 1.35% | 1.42% | 1.49% | Q4 2020 | Q4 2021 | 5 |
Chesapeake Wealth Management | 5 | 5 | 0.08% | 0.11% | 0.19% | Q1 2021 | Q1 2022 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
LS Investment Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Alpha DNA Investment Management LLC | 3 | 1 | 0.01% | 0.71% | 1.24% | Q4 2020 | Q1 2023 | 5 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.05% | 0.12% | 0.22% | Q1 2020 | Q1 2023 | 5 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 5 |
Ellevest, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 5 |
GoalVest Advisory LLC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q4 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.13% | 0.20% | 0.26% | Q1 2020 | Q1 2021 | 5 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2023 | 5 |
Bryn Mawr Capital Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 5 |
Sterling Investment Counsel, LLC | 4 | 1 | 0.11% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 5 |
GODSEY & GIBB, INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bayesian Capital Management, LP | 3 | 1 | 0.10% | 0.17% | 0.29% | Q1 2021 | Q3 2023 | 5 |
Jefferies Group LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q2 2022 | 5 |
Pearl River Capital, LLC | 3 | 2 | 0.26% | 0.50% | 0.76% | Q1 2021 | Q3 2023 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Saturna Capital CORP | 5 | 5 | 0.71% | 1.27% | 1.45% | Q3 2022 | Q3 2023 | 5 |
IBEX WEALTH ADVISORS | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q2 2022 | 5 |
CSat Investment Advisory, L.P. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Canton Hathaway, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
VAN STRUM & TOWNE INC. | 4 | 1 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q2 2023 | 5 |
Johnson Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 5 |
First Personal Financial Services | 5 | 5 | 0.05% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.66% | 0.69% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.19% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
PGGM Investments | 5 | 5 | 0.11% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q2 2020 | Q2 2021 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q2 2023 | 5 |
Avion Wealth | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Sullivan, Bruyette, Speros & Blaney, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2021 | 5 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Investors Research Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2021 | 4 |
STRATEGY ASSET MANAGERS LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q3 2021 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Wedmont Private Capital | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Advisors, LLC | 3 | 1 | 0.07% | 0.11% | 0.19% | Q1 2020 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2021 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 4 |
NWK Group, Inc. | 3 | 1 | 0.30% | 1.33% | 2.28% | Q1 2020 | Q3 2023 | 4 |
Wellington Shields Capital Management, LLC | 3 | 1 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q4 2021 | 4 |
Arjuna Capital | 4 | 4 | 0.20% | 0.34% | 0.58% | Q1 2020 | Q4 2020 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.00% | 0.04% | 0.08% | Q2 2022 | Q1 2023 | 4 |
WASHINGTON TRUST BANK | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 1.32% | 1.43% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Ratan Capital Management LP | 4 | 4 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Breakwater Capital Group | 4 | 4 | 0.97% | 1.06% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.05% | 0.19% | 0.51% | Q2 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.32% | 0.39% | 0.46% | Q1 2021 | Q4 2021 | 4 |
Choate Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EASTERN BANK | 4 | 4 | 0.02% | 0.18% | 0.65% | Q1 2020 | Q4 2020 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.05% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q4 2020 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.11% | Q2 2021 | Q1 2023 | 4 |
Aperio Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q4 2020 | 4 |
Summit Financial, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.58% | 1.20% | 1.61% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
State of Wyoming | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
SHUFRO ROSE & CO LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Brevan Howard Capital Management LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pacific Center for Financial Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q4 2020 | 4 |
Massachusetts Wealth Management | 4 | 4 | 1.03% | 1.05% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.09% | 0.20% | 0.34% | Q2 2020 | Q3 2022 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capstone Triton Financial Group, LLC | 4 | 4 | 0.18% | 0.24% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Lion Street Advisors, LLC | 3 | 1 | 0.04% | 0.24% | 0.38% | Q1 2020 | Q3 2023 | 4 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Beutel, Goodman & Co Ltd. | 4 | 4 | 0.00% | 0.32% | 0.52% | Q1 2020 | Q4 2020 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Capital Research Global Investors | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Callan Capital, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MUFG Securities EMEA plc | 4 | 4 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q4 2020 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Kaizen Financial Strategies | 2 | 2 | 0.31% | 0.33% | 0.35% | Q4 2020 | Q4 2021 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Sovereign Financial Group, Inc. | 3 | 1 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 4 |
Ecofin Advisors Ltd | 4 | 4 | 1.70% | 2.01% | 2.71% | Q1 2020 | Q4 2020 | 4 |
ABEILLE ASSET MANAGEMENT SA | 4 | 4 | 0.57% | 0.64% | 0.75% | Q4 2021 | Q3 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 4 |
BALASA DINVERNO & FOLTZ LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.26% | 0.34% | 0.42% | Q1 2023 | Q4 2023 | 4 |
Hudson Bay Capital Management LP | 3 | 1 | 0.03% | 0.05% | 0.11% | Q2 2022 | Q2 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 1 | 1 | 0.16% | 0.64% | 1.27% | Q1 2020 | Q4 2022 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
MARSHALL WACE ASIA Ltd | 4 | 4 | 1.17% | 1.64% | 2.95% | Q1 2020 | Q4 2020 | 4 |
PFG Advisors | 4 | 4 | 0.08% | 0.15% | 0.21% | Q3 2021 | Q2 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Triangle Securities Wealth Management | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q4 2021 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Magnus Financial Group LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.12% | 0.17% | 0.22% | Q1 2021 | Q4 2021 | 4 |
PEOPLES FINANCIAL SERVICES CORP. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.04% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
MEYER HANDELMAN CO | 4 | 4 | 2.12% | 2.22% | 2.32% | Q4 2022 | Q3 2023 | 4 |
Aveo Capital Partners, LLC | 3 | 1 | 0.03% | 0.13% | 0.43% | Q4 2021 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Junto Capital Management LP | 2 | 1 | 1.38% | 2.23% | 2.90% | Q2 2021 | Q4 2022 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Walter Public Investments Inc. | 4 | 4 | 2.33% | 3.32% | 3.87% | Q4 2022 | Q3 2023 | 4 |
Minneapolis Portfolio Management Group, LLC | 4 | 4 | 1.41% | 1.63% | 1.79% | Q1 2020 | Q4 2020 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.32% | 0.96% | Q2 2020 | Q3 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.06% | 0.17% | Q2 2021 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.50% | 0.53% | 0.60% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Argent Trust Co | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Callan Family Office, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.43% | 0.49% | 0.55% | Q1 2021 | Q1 2023 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.70% | 0.87% | 1.03% | Q1 2020 | Q3 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.22% | 0.27% | 0.30% | Q1 2022 | Q3 2022 | 3 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 3 |
GERMAN AMERICAN BANCORP, INC. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Berkshire Bank | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
RMR Wealth Builders | 2 | 1 | 0.04% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.20% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Trium Capital LLP | 3 | 3 | 0.02% | 0.08% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Capital Asset Advisory Services LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Tilt Investment Management Holdings, PBC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
NVWM, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Sompo Asset Management Co., Ltd. | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.15% | 0.22% | 0.32% | Q3 2021 | Q1 2022 | 3 |
AMJ Financial Wealth Management | 3 | 3 | 3.50% | 3.64% | 3.91% | Q1 2023 | Q3 2023 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.68% | 0.71% | 0.73% | Q1 2021 | Q3 2021 | 3 |
Zurich Insurance Group Ltd/FI | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 3 |
Rampart Investment Management Company, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2020 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BARINGS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 3 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q1 2021 | Q3 2022 | 3 |
NorthRock Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Machina Capital S.A.S. | 1 | 1 | 0.54% | 0.56% | 0.58% | Q2 2021 | Q1 2023 | 3 |
Olympiad Research LP | 1 | 1 | 0.12% | 0.28% | 0.44% | Q1 2020 | Q3 2023 | 3 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.04% | 0.07% | 0.14% | Q4 2021 | Q4 2022 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.06% | 0.10% | 0.16% | Q2 2020 | Q3 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.11% | 0.17% | 0.24% | Q3 2020 | Q1 2021 | 3 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
AJO, LP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.05% | 0.10% | 0.18% | Q1 2020 | Q1 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.30% | 0.31% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
DB Wealth Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.56% | 0.57% | 0.57% | Q4 2022 | Q2 2023 | 3 |
Cooper Financial Group | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.10% | 0.16% | Q4 2020 | Q1 2023 | 3 |
LBP AM SA | 3 | 3 | 0.06% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Greenspring Advisors, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 3 |
Oak Thistle LLC | 1 | 1 | 0.33% | 0.55% | 0.89% | Q1 2022 | Q1 2023 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.00% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GSB Wealth Management, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.25% | 0.30% | 0.33% | Q2 2023 | Q4 2023 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.26% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.14% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
TriaGen Wealth Management LLC | 3 | 3 | 0.83% | 0.89% | 0.97% | Q1 2023 | Q3 2023 | 3 |
Weaver Consulting Group | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
BENJAMIN EDWARDS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.20% | 0.24% | 0.26% | Q4 2020 | Q1 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.21% | 0.34% | Q1 2022 | Q2 2023 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Monte Financial Group, LLC | 3 | 3 | 0.31% | 0.40% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
MACRO Consulting Group | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.41% | 0.46% | 0.54% | Q1 2020 | Q3 2020 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Boston Partners | 3 | 3 | 0.10% | 0.14% | 0.17% | Q1 2020 | Q3 2020 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 2.02% | 2.24% | 2.37% | Q1 2023 | Q3 2023 | 3 |
Horizon Family Wealth, Inc. | 1 | 1 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q3 2023 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q1 2022 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.51% | 0.62% | 0.72% | Q3 2022 | Q4 2022 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Pier Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Foster Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
CTC Capital Management, LLC | 2 | 2 | 0.66% | 0.95% | 1.24% | Q1 2022 | Q2 2022 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.14% | 0.19% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Highland Private Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.45% | 0.58% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CAMBIAR INVESTORS LLC | 2 | 2 | 1.24% | 1.50% | 1.77% | Q2 2020 | Q3 2020 | 2 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 2 |
TRADITION ASSET MANAGEMENT LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2020 | Q2 2020 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.11% | 0.22% | Q4 2022 | Q2 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Boston Trust Walden Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Parsec Financial Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.15% | 0.20% | 0.25% | Q1 2020 | Q2 2020 | 2 |
RBF Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.11% | 0.20% | Q1 2020 | Q2 2020 | 2 |
Radnor Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 2 |
BigSur Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PATRON PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 2 |
Hamilton Point Investment Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.21% | 0.26% | 0.31% | Q1 2023 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
O'Neil Global Advisors, Inc. | 2 | 2 | 0.26% | 0.30% | 0.34% | Q1 2021 | Q2 2021 | 2 |
Keel Point, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.29% | 0.31% | 0.33% | Q1 2021 | Q2 2021 | 2 |
Goepper Burkhardt LLC | 1 | 1 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 2 |
NKCFO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q4 2023 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q3 2020 | Q4 2020 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Homrich & Berg | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.05% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TCW GROUP INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2021 | Q2 2021 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cypress Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.05% | 0.22% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Albar Capital Ltd | 1 | 1 | 1.90% | 1.98% | 2.05% | Q3 2020 | Q4 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 1.06% | 1.14% | 1.21% | Q2 2023 | Q3 2023 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.23% | 0.48% | 0.73% | Q1 2021 | Q3 2023 | 2 |
CHOREO, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Stevard, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q4 2020 | 2 |
Tevis Investment Management | 2 | 2 | 0.01% | 0.21% | 0.42% | Q4 2021 | Q1 2022 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
First Citizens Financial Corp | 2 | 2 | 0.44% | 0.46% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Brio Consultants, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Distillate Capital Partners LLC | 2 | 2 | 0.80% | 0.88% | 0.96% | Q2 2022 | Q3 2022 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Perpetual Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 2 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Olistico Wealth, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q1 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.43% | 0.48% | 0.53% | Q4 2022 | Q3 2023 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.00% | 0.13% | 0.25% | Q1 2020 | Q4 2021 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.18% | 0.25% | 0.32% | Q2 2020 | Q3 2020 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.22% | 0.30% | 0.38% | Q1 2023 | Q3 2023 | 2 |
LBMC INVESTMENT ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.11% | 0.16% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.21% | 0.24% | 0.27% | Q4 2021 | Q2 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CAMG Solamere Management, LLC | 2 | 2 | 0.92% | 0.97% | 1.01% | Q1 2021 | Q2 2021 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q4 2020 | 2 |
Legato Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.16% | Q2 2020 | Q2 2021 | 2 |
Woodline Partners LP | 1 | 1 | 0.21% | 0.30% | 0.40% | Q2 2022 | Q2 2023 | 2 |
Sandbar Asset Management LLP | 1 | 1 | 1.23% | 1.79% | 2.36% | Q1 2020 | Q3 2020 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2020 | 2 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Swedbank | 2 | 2 | 0.44% | 0.45% | 0.45% | Q3 2020 | Q4 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Northside Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 2 |
National Wealth Management Group, LLC | 1 | 1 | 0.21% | 0.33% | 0.45% | Q3 2022 | Q2 2023 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CCLA Investment Management | 2 | 2 | 1.71% | 1.81% | 1.91% | Q2 2023 | Q3 2023 | 2 |
CHICAGO TRUST Co NA | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PA Capital LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2020 | Q3 2020 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
CAPE ANN SAVINGS BANK | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2022 | Q3 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
ERn Financial, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
MIK Capital, LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2021 | Q1 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
AVITY INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q1 2020 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2021 | Q3 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2021 | Q4 2021 | 1 |
Asset Allocation Strategies LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBT BANK N A /NY | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PointState Capital LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2020 | Q1 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Cartenna Capital, LP | 1 | 1 | 4.17% | 4.17% | 4.17% | Q3 2022 | Q3 2022 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Noble Family Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2021 | Q2 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2023 | Q1 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2020 | Q1 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kimelman & Baird, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Silvant Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CHEMUNG CANAL TRUST CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2023 | Q4 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2021 | Q2 2021 | 1 |
10-15 ASSOCIATES, INC. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2020 | Q1 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PETTYJOHN, WOOD & WHITE, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ROCKLAND TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
South Dakota Investment Council | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
55I, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Palestra Capital Management LLC | 1 | 1 | 3.27% | 3.27% | 3.27% | Q3 2022 | Q3 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
T. Rowe Price Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LYELL WEALTH MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Running Oak Capital LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2022 | Q3 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Covington Investment Advisors Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2020 | Q1 2020 | 1 |
Sonen Capital LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2023 | Q2 2023 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ergoteles LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
USCA RIA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Symmetry Investments LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2023 | Q1 2023 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2020 | Q1 2020 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 2.63% | 2.63% | 2.63% | Q3 2022 | Q3 2022 | 1 |
Karani Asset Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Watchman Group, Inc. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2020 | Q1 2020 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 2.41% | 2.41% | 2.41% | Q1 2020 | Q1 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Bornite Capital Management LP | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2023 | Q2 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Premier Fund Managers Ltd | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2020 | Q1 2020 | 1 |
Glenview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own TRANE TECHNOLOGIES PLC or have owned TRANE TECHNOLOGIES PLC in the past.