Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 54 |
UBS Group AG | 18 | 18 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 53 |
Citadel Advisors | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 53 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 49 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.02% | 0.12% | Q2 2019 | Q3 2023 | 41 |
JANE STREET GROUP, LLC | 14 | 3 | 0.00% | 0.01% | 0.08% | Q2 2019 | Q3 2023 | 34 |
PEAK6 Investments LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q2 2023 | 34 |
CREDIT SUISSE AG/ | 18 | 18 | 0.00% | 0.41% | 1.16% | Q2 2019 | Q3 2023 | 30 |
MILLENNIUM MANAGEMENT LLC | 11 | 6 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 29 |
Walleye Trading LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 25 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 23 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 23 |
TWO SIGMA SECURITIES, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 20 |
EXANE DERIVATIVES | 12 | 12 | 0.00% | 0.18% | 1.73% | Q3 2019 | Q2 2022 | 20 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 19 |
MASSMUTUAL TRUST CO FSB/ADV | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2023 | 19 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 19 | 19 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q4 2023 | 19 |
Anchor Investment Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2023 | 19 |
American Assets Investment Management, LLC | 18 | 18 | 0.14% | 0.18% | 0.24% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 18 | 18 | 0.00% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
SYNOVUS FINANCIAL CORP | 18 | 18 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Patten Group, Inc. | 18 | 18 | 0.13% | 0.29% | 0.38% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 18 | 18 | 0.04% | 0.07% | 0.13% | Q2 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 18 | 18 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Calamos Advisors LLC | 18 | 18 | 0.04% | 0.14% | 0.27% | Q2 2019 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
PEOPLES FINANCIAL SERVICES CORP. | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Norman Fields, Gottscho Capital Management, LLC | 18 | 18 | 0.12% | 0.18% | 0.27% | Q3 2019 | Q4 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NATIXIS ADVISORS, L.P. | 18 | 18 | 0.06% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Boston Common Asset Management, LLC | 18 | 18 | 0.21% | 0.57% | 1.42% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Compagnie Lombard Odier SCmA | 18 | 18 | 1.22% | 1.79% | 2.88% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 18 | 18 | 0.03% | 0.16% | 0.27% | Q2 2019 | Q3 2023 | 18 |
SIRIOS CAPITAL MANAGEMENT L P | 18 | 18 | 3.73% | 5.48% | 7.50% | Q2 2019 | Q3 2023 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
FIRST MANHATTAN CO. LLC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Martin Investment Management, LLC | 18 | 18 | 0.35% | 5.46% | 7.33% | Q2 2019 | Q3 2023 | 18 |
AXA S.A. | 18 | 18 | 0.12% | 0.15% | 0.23% | Q2 2019 | Q3 2023 | 18 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 18 | 0.01% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
CREDIT AGRICOLE S A | 18 | 18 | 0.02% | 0.04% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 18 | 18 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 18 | 18 | 0.02% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
CIGNA INVESTMENTS INC /NEW | 18 | 18 | 0.05% | 0.08% | 0.17% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Mariner, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
AVIVA PLC | 18 | 18 | 0.04% | 0.25% | 0.81% | Q2 2019 | Q3 2023 | 18 |
Dakota Wealth Management | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
BROWN ADVISORY INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Front Row Advisors LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 1.64% | 2.29% | 3.14% | Q2 2019 | Q3 2023 | 18 |
BRIDGER MANAGEMENT, LLC | 18 | 18 | 2.56% | 4.49% | 6.25% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
SG Americas Securities, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
PRIMECAP MANAGEMENT CO/CA/ | 18 | 18 | 0.04% | 0.11% | 0.22% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FIRST MERCHANTS CORP | 18 | 18 | 0.06% | 0.22% | 0.30% | Q2 2019 | Q3 2023 | 18 |
WELLINGTON MANAGEMENT GROUP LLP | 18 | 18 | 0.03% | 0.08% | 0.19% | Q2 2019 | Q3 2023 | 18 |
FEDERATED HERMES, INC. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Fisher Asset Management, LLC | 18 | 18 | 0.01% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 18 | 0.04% | 0.13% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 18 | 18 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
INGALLS & SNYDER LLC | 18 | 18 | 0.07% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Zurich Insurance Group Ltd/FI | 18 | 18 | 0.04% | 0.12% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Crossmark Global Holdings, Inc. | 18 | 18 | 0.03% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CIBC Private Wealth Group, LLC | 18 | 18 | 0.04% | 0.14% | 0.20% | Q2 2019 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Blume Capital Management, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Sustainable Growth Advisers, LP | 18 | 18 | 0.04% | 0.80% | 1.82% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Financial Management Professionals, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Manning & Napier Group, LLC | 18 | 18 | 0.44% | 1.15% | 1.64% | Q2 2019 | Q3 2023 | 18 |
BlackRock Inc. | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.04% | 0.32% | Q2 2019 | Q3 2023 | 18 |
Sandy Spring Bank | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NISA INVESTMENT ADVISORS, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CENTRAL TRUST Co | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Ako Capital | 18 | 18 | 2.87% | 4.83% | 8.23% | Q2 2019 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Pekin Hardy Strauss, Inc. | 18 | 18 | 0.03% | 0.07% | 0.19% | Q2 2019 | Q3 2023 | 18 |
BAHL & GAYNOR INC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Laurel Wealth Advisors LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Amica Retiree Medical Trust | 18 | 18 | 0.03% | 0.38% | 0.64% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18 | 18 | 0.01% | 0.04% | 0.21% | Q2 2019 | Q3 2023 | 18 |
AMICA MUTUAL INSURANCE CO | 18 | 18 | 0.04% | 0.37% | 0.53% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
WealthTrust Axiom LLC | 18 | 18 | 0.14% | 0.16% | 0.19% | Q2 2019 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 18 | 18 | 0.85% | 2.75% | 3.51% | Q2 2019 | Q3 2023 | 18 |
Atria Investments, Inc | 18 | 18 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
OAK ASSOCIATES LTD /OH/ | 18 | 18 | 0.14% | 1.00% | 1.33% | Q2 2019 | Q3 2023 | 18 |
Reynders McVeigh Capital Management, LLC | 18 | 18 | 0.04% | 0.11% | 0.39% | Q2 2019 | Q3 2023 | 18 |
Highlander Capital Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.05% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 18 | 18 | 0.07% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
First Fiduciary Investment Counsel, Inc. | 18 | 18 | 1.71% | 2.32% | 2.74% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 18 | 18 | 0.15% | 0.47% | 0.86% | Q2 2019 | Q3 2023 | 18 |
M&T BANK CORP | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
TCTC Holdings, LLC | 18 | 18 | 0.20% | 0.26% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 18 | 18 | 0.00% | 0.08% | 0.77% | Q2 2019 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
EAGLE GLOBAL ADVISORS LLC | 18 | 18 | 0.15% | 0.34% | 0.49% | Q2 2019 | Q3 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Creative Planning | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Cardinal Capital Management | 18 | 18 | 0.13% | 0.19% | 0.24% | Q2 2019 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Argent Trust Co | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Asset Dedication, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.00% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 18 |
JARISLOWSKY, FRASER Ltd | 18 | 18 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Smithfield Trust Co | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FDx Advisors, Inc. | 18 | 18 | 0.06% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 18 |
WCM INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.01% | 1.04% | 1.56% | Q2 2019 | Q3 2023 | 18 |
CANADA PENSION PLAN INVESTMENT BOARD | 18 | 18 | 0.00% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.08% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 18 |
ATLAS CAPITAL ADVISORS LLC | 18 | 18 | 0.02% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Mengis Capital Management, Inc. | 18 | 18 | 0.14% | 0.18% | 0.26% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NICHOLAS COMPANY, INC. | 18 | 18 | 0.73% | 0.83% | 0.96% | Q2 2019 | Q3 2023 | 18 |
TELEMUS CAPITAL, LLC | 18 | 18 | 0.04% | 0.12% | 0.17% | Q2 2019 | Q3 2023 | 18 |
AlphaMark Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Douglas Lane & Associates, LLC | 18 | 18 | 0.01% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Saturna Capital CORP | 18 | 18 | 0.03% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 18 | 18 | 0.06% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
GABELLI FUNDS LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PRENTISS SMITH & CO INC | 18 | 18 | 0.38% | 1.00% | 4.12% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
LaFleur & Godfrey LLC | 18 | 18 | 0.45% | 2.16% | 3.05% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PIN OAK INVESTMENT ADVISORS INC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Aristotle Capital Management, LLC | 18 | 18 | 1.85% | 2.09% | 2.44% | Q2 2019 | Q3 2023 | 18 |
ClearBridge Investments | 18 | 18 | 0.00% | 0.45% | 0.76% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CAMDEN NATIONAL BANK | 18 | 18 | 0.15% | 0.60% | 0.95% | Q2 2019 | Q3 2023 | 18 |
Chesley Taft & Associates LLC | 18 | 18 | 0.14% | 0.19% | 0.22% | Q2 2019 | Q3 2023 | 18 |
MCDANIEL TERRY & CO | 18 | 18 | 0.68% | 1.69% | 2.07% | Q2 2019 | Q3 2023 | 18 |
BOSTON FAMILY OFFICE LLC | 18 | 18 | 0.02% | 0.13% | 0.20% | Q2 2019 | Q3 2023 | 18 |
BESSEMER GROUP INC | 18 | 18 | 0.00% | 0.02% | 0.12% | Q2 2019 | Q3 2023 | 18 |
AllSquare Wealth Management LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.00% | 0.10% | 0.24% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
EXENCIAL WEALTH ADVISORS, LLC | 17 | 17 | 0.13% | 0.24% | 0.47% | Q3 2019 | Q3 2023 | 17 |
D.B. Root & Company, LLC | 17 | 17 | 0.11% | 0.22% | 0.43% | Q3 2019 | Q3 2023 | 17 |
NICHOLS & PRATT ADVISERS LLP /MA | 16 | 1 | 0.44% | 0.54% | 1.00% | Q2 2019 | Q3 2023 | 17 |
BOKF, NA | 9 | 8 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
TD ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 17 | 17 | 0.05% | 0.42% | 0.52% | Q2 2019 | Q2 2023 | 17 |
Clean Yield Group | 17 | 17 | 0.05% | 0.41% | 1.16% | Q3 2019 | Q3 2023 | 17 |
D. E. Shaw & Co., Inc. | 16 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 17 |
Arlington Partners LLC | 17 | 17 | 0.01% | 0.04% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 13 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
BerganKDV Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Oakworth Capital, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q4 2023 | 17 |
EQUITABLE TRUST CO | 17 | 17 | 0.02% | 0.37% | 0.53% | Q2 2019 | Q2 2023 | 17 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 17 | 17 | 0.25% | 0.41% | 0.53% | Q3 2019 | Q3 2023 | 17 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Avior Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BRIDGES INVESTMENT MANAGEMENT INC | 17 | 17 | 0.06% | 0.70% | 0.86% | Q3 2019 | Q3 2023 | 17 |
HUNTINGTON NATIONAL BANK | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2023 | 17 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Prestige Wealth Management Group LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Archer Investment Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 1.12% | 1.47% | 1.64% | Q3 2019 | Q3 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 7 | 0.01% | 0.12% | 0.37% | Q2 2019 | Q3 2023 | 17 |
Laird Norton Wetherby Wealth Management, LLC | 17 | 17 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
MARSHALL WACE, LLP | 13 | 4 | 0.00% | 0.21% | 0.53% | Q2 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 15 | 2 | 0.05% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 17 |
Veritable, L.P. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Parkside Financial Bank & Trust | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.09% | 0.12% | 0.23% | Q2 2019 | Q3 2023 | 17 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Arden Trust Co | 16 | 1 | 0.00% | 0.18% | 0.30% | Q3 2019 | Q4 2023 | 17 |
First National Bank of South Miami | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Lindbrook Capital, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
BDO Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Capital Research Global Investors | 15 | 2 | 0.00% | 0.19% | 0.56% | Q2 2019 | Q3 2023 | 17 |
Sutton Wealth Advisors Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
ANCHOR CAPITAL ADVISORS LLC | 17 | 17 | 0.31% | 0.40% | 0.45% | Q3 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q4 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
PARK NATIONAL CORP /OH/ | 16 | 16 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q1 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
DEARBORN PARTNERS LLC | 9 | 7 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 16 |
FIRST FINANCIAL CORP /IN/ | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Sageworth Trust Co | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
MACKENZIE FINANCIAL CORP | 13 | 3 | 0.13% | 0.38% | 0.71% | Q3 2019 | Q3 2023 | 16 |
Bogart Wealth, LLC | 12 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.01% | 0.32% | 3.55% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
FIRST TRUST ADVISORS LP | 11 | 5 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
KING LUTHER CAPITAL MANAGEMENT CORP | 16 | 16 | 0.06% | 0.70% | 0.88% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Mount Yale Investment Advisors, LLC | 16 | 16 | 0.29% | 0.39% | 0.50% | Q2 2019 | Q1 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ninety One UK Ltd | 16 | 16 | 0.02% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Pinnacle Wealth Planning Services, Inc. | 14 | 2 | 0.05% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 16 |
Pictet North America Advisors SA | 16 | 16 | 1.40% | 1.93% | 2.67% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.11% | 0.86% | 1.09% | Q4 2019 | Q3 2023 | 16 |
Lowell Blake & Associates Inc. | 16 | 16 | 2.18% | 2.52% | 3.02% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.51% | 2.80% | 4.61% | Q4 2019 | Q3 2023 | 16 |
Simmons Bank | 15 | 1 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 16 |
BANQUE PICTET & CIE SA | 16 | 16 | 0.14% | 0.24% | 0.32% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
MOTCO | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
STATE STREET CORP | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
TimeScale Financial, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Clearstead Advisors, LLC | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ninety One North America, Inc. | 16 | 16 | 0.07% | 0.22% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Dynamic Advisor Solutions LLC | 16 | 16 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Covenant Partners, LLC | 15 | 1 | 0.19% | 0.47% | 0.59% | Q2 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.06% | 0.16% | Q3 2019 | Q3 2023 | 16 |
Summit Place Financial Advisors, LLC | 16 | 16 | 1.33% | 1.65% | 2.41% | Q4 2019 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Pinnacle Bancorp, Inc. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CONNABLE OFFICE INC | 15 | 15 | 0.15% | 0.17% | 0.20% | Q3 2019 | Q1 2023 | 15 |
GOFEN & GLOSSBERG LLC /IL/ | 15 | 15 | 0.03% | 0.14% | 0.32% | Q2 2019 | Q4 2022 | 15 |
TSFG, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 15 |
STEPHENS INC /AR/ | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
Ipswich Investment Management Co., Inc. | 14 | 1 | 0.06% | 0.22% | 0.28% | Q3 2019 | Q2 2023 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.04% | 0.12% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 15 |
LATHROP INVESTMENT MANAGEMENT CORP | 15 | 15 | 1.28% | 2.58% | 3.15% | Q1 2020 | Q3 2023 | 15 |
NORGES BANK | 15 | 15 | 0.16% | 0.18% | 0.20% | Q2 2019 | Q4 2022 | 15 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 8 | 7 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 4 | 0.02% | 0.29% | 1.62% | Q3 2019 | Q3 2023 | 15 |
Calamos Wealth Management LLC | 15 | 15 | 0.02% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
SCHWARTZ INVESTMENT COUNSEL INC | 15 | 15 | 0.24% | 0.47% | 0.55% | Q1 2020 | Q3 2023 | 15 |
Red Cedar Capital, LLC | 15 | 15 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2022 | 15 |
COMERICA BANK | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 15 |
HM PAYSON & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Cubist Systematic Strategies, LLC | 6 | 3 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 15 |
Capital Investment Services of America, Inc. | 15 | 15 | 0.17% | 1.03% | 1.75% | Q1 2020 | Q3 2023 | 15 |
HARDING LOEVNER LP | 11 | 4 | 0.02% | 2.36% | 4.55% | Q4 2019 | Q3 2023 | 15 |
Sargent Bickham Lagudis LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Findlay Park Partners LLP | 12 | 3 | 0.32% | 1.18% | 2.01% | Q2 2019 | Q3 2023 | 15 |
Invesco Ltd. | 15 | 15 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q4 2022 | 15 |
Independence Bank of Kentucky | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Trust Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
American Research & Management Co. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Corient Capital Partners, LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2022 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.01% | 0.04% | 0.11% | Q2 2019 | Q3 2022 | 14 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2023 | 14 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 14 |
JENNISON ASSOCIATES LLC | 14 | 14 | 0.02% | 0.25% | 1.45% | Q3 2019 | Q4 2022 | 14 |
Cresset Asset Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
HALL LAURIE J TRUSTEE | 11 | 1 | 0.00% | 0.02% | 0.12% | Q3 2019 | Q3 2023 | 14 |
HOWE & RUSLING INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
PITCAIRN CO | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Advisor OS, LLC | 14 | 14 | 0.05% | 0.11% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
GATEWAY INVESTMENT ADVISERS LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 14 | 14 | 0.02% | 0.13% | 0.21% | Q2 2019 | Q3 2022 | 14 |
COLDSTREAM CAPITAL MANAGEMENT INC | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q1 2023 | 14 |
Palisade Asset Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Brinker Capital Investments, LLC | 10 | 3 | 0.00% | 0.10% | 0.17% | Q2 2019 | Q4 2022 | 13 |
TWO SIGMA ADVISERS, LP | 9 | 4 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q2 2023 | 13 |
ADVISORS MANAGEMENT GROUP INC /ADV | 9 | 2 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q1 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
WEDBUSH SECURITIES INC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BREWIN DOLPHIN LTD | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2022 | 13 |
MAI Capital Management | 13 | 13 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 13 |
ADVISOR PARTNERS LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q2 2022 | 13 |
One Wealth Advisors, LLC | 13 | 13 | 0.06% | 0.12% | 0.24% | Q2 2020 | Q2 2023 | 13 |
Magellan Asset Management Ltd | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.07% | 0.19% | 0.37% | Q2 2019 | Q2 2022 | 13 |
Fieldpoint Private Securities, LLC | 13 | 13 | 0.08% | 0.14% | 0.24% | Q2 2019 | Q2 2022 | 13 |
Engineers Gate Manager LP | 8 | 1 | 0.01% | 0.08% | 0.24% | Q3 2019 | Q3 2023 | 13 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Fiera Capital Corp | 12 | 1 | 0.00% | 0.55% | 0.80% | Q2 2019 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 13 | 13 | 0.18% | 0.24% | 0.36% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 13 |
REGENTATLANTIC CAPITAL LLC | 11 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 13 |
Birch Hill Investment Advisors LLC | 12 | 12 | 0.02% | 0.29% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Rudius Management LP | 12 | 12 | 50.93% | 67.60% | 97.57% | Q4 2020 | Q3 2023 | 12 |
Total Clarity Wealth Management, Inc. | 12 | 12 | 0.14% | 0.23% | 0.47% | Q1 2020 | Q4 2022 | 12 |
Cerity Partners LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 12 |
Susquehanna International Securities, Ltd. | 7 | 5 | 0.06% | 1.72% | 9.47% | Q2 2019 | Q3 2023 | 12 |
Legacy Bridge, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
COMMERCE BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
Ellevest, Inc. | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 12 |
TOWNSQUARE CAPITAL LLC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 9 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 12 |
Crewe Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
Lester Murray Antman dba SimplyRich | 7 | 1 | 0.09% | 0.11% | 0.19% | Q2 2019 | Q3 2023 | 12 |
Majedie Asset Management Ltd | 12 | 12 | 0.09% | 0.30% | 0.81% | Q2 2019 | Q1 2022 | 12 |
Timber Creek Capital Management LLC | 11 | 1 | 0.00% | 0.36% | 1.01% | Q3 2019 | Q2 2023 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.12% | 0.53% | 0.98% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.12% | 0.18% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Wealth Alliance | 12 | 12 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 12 |
HHM Wealth Advisors, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 12 |
DIMENSIONAL FUND ADVISORS LP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 12 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 12 |
MGO ONE SEVEN LLC | 12 | 12 | 0.02% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
Bedel Financial Consulting, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 12 |
FIDUCIARY TRUST CO | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2022 | 12 |
Capital Analysts, LLC | 11 | 1 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 6 | 2 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 12 |
Virtue Capital Management, LLC | 8 | 4 | 0.05% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2021 | 11 |
Marotta Asset Management | 8 | 3 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q4 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Plante Moran Financial Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Court Place Advisors, LLC | 11 | 11 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q4 2021 | 11 |
Truehand, Inc | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 11 |
OSSIAM | 6 | 1 | 0.02% | 0.38% | 1.64% | Q2 2019 | Q3 2023 | 11 |
Korea Investment CORP | 11 | 11 | 0.07% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 11 |
FOUNDERS FINANCIAL SECURITIES LLC | 11 | 11 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
WESTPAC BANKING CORP | 6 | 1 | 0.03% | 0.09% | 0.24% | Q3 2019 | Q1 2023 | 11 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 11 | 11 | 0.00% | 0.67% | 1.03% | Q2 2019 | Q4 2021 | 11 |
Avestar Capital, LLC | 7 | 1 | 0.00% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 11 | 0.17% | 0.25% | 0.33% | Q3 2019 | Q1 2022 | 11 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 11 |
swisspartners Advisors Ltd | 10 | 1 | 0.64% | 1.09% | 4.84% | Q4 2020 | Q3 2023 | 11 |
GEODE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q4 2022 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.03% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Pacific Center for Financial Services | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Covington Capital Management | 7 | 3 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2022 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Farmers & Merchants Trust Co of Chambersburg PA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Icon Wealth Partners, LLC | 7 | 3 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Amundi | 10 | 10 | 0.07% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Centerpoint Advisors, LLC | 7 | 3 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q4 2022 | 10 |
EAGLE ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2010 | Q3 2023 | 10 |
SECURITY NATIONAL TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
Checchi Capital Advisers, LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Beacon Pointe Advisors, LLC | 6 | 4 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 10 |
PICTET BANK & TRUST Ltd | 10 | 10 | 0.22% | 0.32% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Freestone Capital Holdings, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2022 | 10 |
Russell Investments Group, Ltd. | 9 | 1 | 0.00% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 10 |
AMP Capital Investors Ltd | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2021 | 10 |
GREENLEAF TRUST | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
CX Institutional | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 10 |
Squarepoint Ops LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 10 |
Exane Asset Management | 3 | 2 | 0.14% | 15.18% | 32.94% | Q3 2019 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
FIL Ltd | 6 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 10 |
Kessler Investment Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Carmignac Gestion | 7 | 3 | 0.75% | 1.25% | 2.16% | Q2 2019 | Q3 2023 | 10 |
CHELSEA COUNSEL CO | 10 | 10 | 0.13% | 0.14% | 0.16% | Q2 2019 | Q3 2021 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SkyView Investment Advisors, LLC | 10 | 10 | 0.00% | 0.07% | 0.12% | Q4 2020 | Q1 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 1.44% | 2.63% | 3.41% | Q2 2021 | Q3 2023 | 10 |
Trexquant Investment LP | 5 | 1 | 0.02% | 0.09% | 0.33% | Q4 2019 | Q3 2023 | 10 |
AMERICAN NATIONAL INSURANCE CO | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2021 | 10 |
FINANCIAL COUNSELORS INC | 10 | 10 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q3 2021 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 2 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 10 |
Cowen Prime Services LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
Bayesian Capital Management, LP | 4 | 1 | 0.05% | 0.15% | 0.30% | Q1 2020 | Q2 2023 | 9 |
Manchester Capital Management LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Dorsey & Whitney Trust CO LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Addison Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
JOHN G ULLMAN & ASSOCIATES INC | 9 | 9 | 0.14% | 0.22% | 0.33% | Q2 2019 | Q2 2021 | 9 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.08% | 0.12% | Q4 2019 | Q2 2023 | 9 |
MACQUARIE GROUP LTD | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 9 |
FIRST MERCANTILE TRUST CO | 9 | 9 | 0.08% | 0.09% | 0.10% | Q3 2019 | Q3 2021 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Wedgewood Partners | 9 | 9 | 0.56% | 2.70% | 3.37% | Q2 2019 | Q2 2021 | 9 |
Private Ocean, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 9 |
MOODY NATIONAL BANK TRUST DIVISION | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Pflug Koory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2021 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.07% | 0.19% | Q2 2019 | Q1 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Clearstead Trust, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CAMBRIDGE TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 9 |
MATHER GROUP, LLC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
SYCOMORE ASSET MANAGEMENT | 9 | 9 | 2.18% | 2.79% | 3.50% | Q3 2021 | Q3 2023 | 9 |
Assenagon Asset Management S.A. | 9 | 9 | 0.00% | 0.15% | 0.51% | Q3 2021 | Q3 2023 | 9 |
Meristem Family Wealth, LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q1 2022 | 9 |
THORNBURG INVESTMENT MANAGEMENT INC | 5 | 4 | 0.07% | 0.21% | 0.49% | Q2 2019 | Q3 2023 | 9 |
Robeco Schweiz AG | 9 | 9 | 0.30% | 0.36% | 0.44% | Q3 2021 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 9 |
KB FINANCIAL PARTNERS, LLC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q1 2023 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Socorro Asset Management LP | 9 | 9 | 2.16% | 2.55% | 2.95% | Q3 2021 | Q3 2023 | 9 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q1 2022 | 9 |
CIBC WORLD MARKET INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 9 |
CITY HOLDING CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
Berman Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Old North State Trust, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 9 |
Cordasco Financial Network | 6 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 9 |
swisspartners Ltd. | 9 | 9 | 0.51% | 0.67% | 0.91% | Q4 2020 | Q4 2022 | 9 |
JONES FINANCIAL COMPANIES LLLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Financial Enhancement Group LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.07% | 0.18% | 0.37% | Q1 2020 | Q3 2023 | 8 |
FORA Capital, LLC | 4 | 1 | 0.04% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Lumature Wealth Partners, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 8 |
Nippon Life Global Investors Americas, Inc. | 6 | 2 | 0.14% | 0.19% | 0.31% | Q4 2019 | Q4 2021 | 8 |
RiverPark Advisors, LLC | 8 | 8 | 0.18% | 0.73% | 1.43% | Q2 2019 | Q1 2021 | 8 |
AQR Arbitrage LLC | 8 | 8 | 0.11% | 0.17% | 0.30% | Q2 2019 | Q1 2021 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.06% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AXIOM INVESTORS LLC /DE | 8 | 8 | 0.51% | 0.63% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Bristlecone Advisors, LLC | 8 | 8 | 0.17% | 0.23% | 0.32% | Q2 2019 | Q1 2021 | 8 |
Advisors Asset Management, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Sterling Investment Advisors, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.39% | 0.50% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CoreFirst Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
44 WEALTH MANAGEMENT LLC | 8 | 8 | 0.09% | 0.14% | 0.22% | Q4 2020 | Q3 2022 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.08% | 0.12% | 0.18% | Q2 2019 | Q1 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 1 | 0.06% | 0.24% | 0.55% | Q1 2021 | Q3 2023 | 8 |
Aperture Investors, LLC | 6 | 1 | 0.11% | 0.34% | 0.80% | Q4 2020 | Q3 2023 | 8 |
NEW ENGLAND ASSET MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 8 |
Achmea Investment Management B.V. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.05% | 0.16% | Q4 2019 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.23% | 0.28% | 0.33% | Q3 2021 | Q2 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bray Capital Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Selective Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Opal Wealth Advisors, LLC | 8 | 8 | 0.12% | 0.18% | 0.24% | Q2 2021 | Q1 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
LGT Group Foundation | 8 | 8 | 0.07% | 0.61% | 0.96% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Integrated Advisors Network LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Soros Fund Management | 8 | 8 | 0.04% | 0.78% | 1.80% | Q3 2019 | Q2 2021 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2022 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2023 | 7 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Fosun International Ltd | 7 | 7 | 0.11% | 0.67% | 1.05% | Q2 2021 | Q4 2022 | 7 |
Aperio Group, LLC | 7 | 7 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q4 2020 | 7 |
PFS INVESTMENTS INC. | 7 | 7 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q2 2023 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Bank Pictet & Cie (Europe) AG | 4 | 1 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
AMF Tjanstepension AB | 4 | 3 | 0.02% | 0.11% | 0.19% | Q2 2019 | Q1 2021 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Tekla Capital Management LLC | 7 | 7 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q4 2020 | 7 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2023 | 7 |
BLUESTEIN R H & CO LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Haverford Trust Co | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
WADDELL & REED FINANCIAL INC | 7 | 7 | 0.00% | 0.09% | 0.12% | Q3 2019 | Q1 2021 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Orbimed Advisors | 7 | 7 | 0.20% | 0.29% | 0.39% | Q2 2019 | Q4 2020 | 7 |
Cipher Capital LP | 2 | 1 | 0.06% | 0.25% | 0.61% | Q2 2020 | Q1 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 7 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 7 |
HANCOCK WHITNEY CORP | 4 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 7 |
MADDEN SECURITIES Corp | 5 | 1 | 0.00% | 0.14% | 0.22% | Q2 2020 | Q4 2022 | 7 |
Missouri Trust & Investment Co | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Burt Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.08% | 0.16% | 0.24% | Q1 2021 | Q4 2022 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 1 | 0.05% | 0.23% | 0.77% | Q2 2021 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
UBS OCONNOR LLC | 7 | 7 | 0.08% | 0.20% | 0.32% | Q4 2019 | Q2 2021 | 7 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Belpointe Asset Management LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 3 | 0.00% | 0.11% | 0.27% | Q2 2019 | Q3 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Bridgefront Capital, LLC | 4 | 3 | 0.08% | 0.26% | 0.42% | Q1 2021 | Q1 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 7 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 7 |
First PREMIER Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Tweedy, Browne Co LLC | 7 | 7 | 0.03% | 0.06% | 0.07% | Q2 2019 | Q4 2020 | 7 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 7 | 7 | 2.87% | 3.78% | 4.12% | Q1 2022 | Q3 2023 | 7 |
Blue Barn Wealth, LLC | 4 | 3 | 0.15% | 0.18% | 0.24% | Q3 2021 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.22% | 0.24% | 0.27% | Q4 2019 | Q2 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.02% | 0.15% | 0.40% | Q1 2021 | Q3 2023 | 7 |
Lion Street Advisors, LLC | 4 | 1 | 0.03% | 0.11% | 0.14% | Q1 2020 | Q2 2023 | 7 |
First Bank & Trust | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2020 | 6 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 6 | 6 | 0.00% | 0.04% | 0.20% | Q2 2022 | Q3 2023 | 6 |
OLD NATIONAL BANCORP /IN/ | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 6 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.06% | 0.15% | Q3 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
M&R CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.02% | 0.09% | Q1 2023 | Q3 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 1.06% | 1.25% | 1.39% | Q2 2021 | Q3 2022 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2021 | 6 |
KAHN BROTHERS GROUP INC | 4 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q2 2022 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
FULTON BANK, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 4 | 2 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q4 2020 | 6 |
Marquette Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
Weaver Consulting Group | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Wahed Invest LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Choate Investment Advisors | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
HighPoint Advisor Group LLC | 5 | 1 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q2 2022 | 6 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 5 | 1 | 0.01% | 0.15% | 0.46% | Q2 2019 | Q1 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
FLOSSBACH VON STORCH AG | 6 | 6 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q3 2020 | 6 |
Global Trust Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Bruderman Asset Management, LLC | 6 | 6 | 0.06% | 0.20% | 0.41% | Q1 2021 | Q2 2022 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q4 2022 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Menard Financial Group LLC | 6 | 6 | 0.23% | 0.33% | 0.42% | Q4 2020 | Q1 2022 | 6 |
Nuveen Asset Management, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2020 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 6 | 0.42% | 0.55% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Sciencast Management LP | 4 | 1 | 0.08% | 0.26% | 0.51% | Q4 2019 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
PDT Partners, LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 6 |
Freedom Investment Management, Inc. | 6 | 6 | 0.10% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Boston Partners | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2020 | 6 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 1 | 0.01% | 0.05% | 0.14% | Q2 2019 | Q4 2021 | 6 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 6 |
ALTFEST L J & CO INC | 6 | 6 | 0.04% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Financial Advocates Investment Management | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DSM CAPITAL PARTNERS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lee Financial Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.08% | 0.15% | Q2 2019 | Q1 2023 | 6 |
Brookfield Asset Management | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.07% | 0.12% | 0.18% | Q2 2019 | Q2 2020 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Vectors Research Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Litman Gregory Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Wellington Shields Capital Management, LLC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2020 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.00% | 0.07% | 0.16% | Q2 2019 | Q2 2020 | 5 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 5 |
AUA CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.02% | 0.25% | 0.89% | Q4 2019 | Q2 2023 | 5 |
Alyeska Investment Group, L.P. | 3 | 2 | 0.15% | 0.25% | 0.43% | Q2 2019 | Q3 2023 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q2 2020 | 5 |
Broderick Brian C | 5 | 5 | 0.13% | 0.19% | 0.26% | Q2 2019 | Q2 2020 | 5 |
PAYDEN & RYGEL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
American Trust | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Marshall Wace North America L.P. | 5 | 5 | 0.00% | 0.07% | 0.23% | Q3 2020 | Q3 2021 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Bangor Savings Bank | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 5 |
Financial Architects, Inc | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2020 | 5 |
Baader Bank Aktiengesellschaft | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 5 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.30% | 0.33% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
MARSHALL WACE ASIA Ltd | 5 | 5 | 0.96% | 2.00% | 2.66% | Q2 2019 | Q2 2020 | 5 |
GRIMES & COMPANY, INC. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2020 | 5 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q4 2021 | 5 |
Gotham Asset Management, LLC | 3 | 2 | 0.01% | 0.06% | 0.12% | Q1 2020 | Q4 2021 | 5 |
Dorsey Wright & Associates | 3 | 2 | 0.08% | 0.58% | 0.92% | Q2 2019 | Q2 2022 | 5 |
Standard Family Office LLC | 3 | 2 | 0.01% | 0.07% | 0.16% | Q4 2020 | Q3 2022 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Holocene Advisors, LP | 5 | 5 | 0.41% | 0.48% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.03% | 0.09% | 0.22% | Q4 2021 | Q2 2023 | 5 |
FFT WEALTH MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
DUNCKER STREETT & CO INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.03% | 0.26% | 0.52% | Q3 2022 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q4 2023 | 5 |
Susquehanna International Group Ltd. | 2 | 1 | 0.09% | 1.12% | 2.50% | Q4 2021 | Q3 2023 | 5 |
ABEILLE ASSET MANAGEMENT SA | 5 | 5 | 0.38% | 1.54% | 5.96% | Q4 2021 | Q4 2022 | 5 |
Cannell & Co. | 5 | 5 | 0.08% | 0.20% | 0.24% | Q1 2020 | Q1 2021 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Bellecapital International Ltd. | 4 | 1 | 0.57% | 0.95% | 2.05% | Q2 2019 | Q4 2021 | 5 |
Chevy Chase Trust Holdings, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.00% | 0.28% | 0.91% | Q4 2019 | Q2 2023 | 5 |
COUNTRY TRUST BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 5 |
Freedman Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.07% | 0.26% | 0.54% | Q1 2020 | Q4 2021 | 4 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 3 | 1 | 0.11% | 0.12% | 0.15% | Q2 2022 | Q2 2023 | 4 |
UNIVERSITY OF NOTRE DAME DU LAC | 4 | 4 | 2.41% | 2.44% | 2.51% | Q3 2019 | Q2 2020 | 4 |
Power Corp of Canada | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 4 | 0.98% | 1.20% | 1.51% | Q2 2019 | Q1 2020 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q1 2021 | 4 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 4 |
World Asset Management Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Ratan Capital Management LP | 4 | 4 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.18% | 0.34% | 0.58% | Q4 2019 | Q2 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
GRANDFIELD & DODD, LLC | 4 | 4 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q1 2020 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 4 |
CIBC Asset Management Inc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
1623 Capital LLC | 4 | 4 | 2.09% | 3.03% | 3.67% | Q4 2019 | Q3 2020 | 4 |
ArrowMark Colorado Holdings LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
DODGE & COX | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.21% | 0.50% | Q3 2020 | Q3 2023 | 4 |
Paragon Private Wealth Management, LLC | 3 | 1 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q2 2023 | 4 |
NTV ASSET MANAGEMENT LLC | 3 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 4 |
Tevis Investment Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Crystal Rock Capital Management | 4 | 4 | 1.02% | 1.30% | 1.45% | Q2 2019 | Q1 2020 | 4 |
Gates Capital Management | 4 | 4 | 2.17% | 2.74% | 3.62% | Q2 2019 | Q1 2020 | 4 |
TRILLIUM ASSET MANAGEMENT, LLC | 4 | 4 | 0.31% | 0.43% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Royal Fund Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Thematics Asset Management | 4 | 4 | 0.24% | 0.60% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Balentine LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
JMAC ENTERPRISES LLC | 3 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 4 |
Semmax Financial Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.14% | 0.58% | Q1 2021 | Q2 2022 | 4 |
Westside Investment Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 4 | 4 | 0.00% | 0.27% | 0.42% | Q2 2019 | Q1 2020 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Capital Bank & Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Arnhold LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Capital World Investors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
PHYSICIANS FINANCIAL SERVICES, INC. | 4 | 4 | 0.15% | 0.61% | 1.89% | Q2 2019 | Q1 2020 | 4 |
INVESTMENT HOUSE LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q1 2020 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
WRAPMANAGER INC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Nordwand Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.12% | 0.67% | 1.71% | Q2 2020 | Q2 2023 | 4 |
Henry James International Management Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
USCA RIA LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q1 2020 | 4 |
Moreno Evelyn V | 3 | 1 | 0.06% | 0.17% | 0.28% | Q2 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BMS Financial Advisors, LLC | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2021 | Q3 2022 | 4 |
McIlrath & Eck, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 4 |
Hoese & Co LLP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CYPRESS ASSET MANAGEMENT INC/TX | 4 | 4 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q1 2020 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q1 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Point72 Asset Management, L.P. | 2 | 1 | 0.09% | 0.13% | 0.18% | Q2 2019 | Q3 2023 | 4 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 4 |
Artemis Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 4 |
PRUDENTIAL PLC | 2 | 2 | 0.03% | 0.10% | 0.17% | Q2 2019 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Legal & General Group Plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
BAMCO INC /NY/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Virtu Financial LLC | 1 | 1 | 0.06% | 0.15% | 0.33% | Q3 2020 | Q3 2022 | 3 |
Man Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.23% | 0.72% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
PANAGORA ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Nekton Capital Ltd. | 3 | 3 | 0.30% | 7.06% | 11.38% | Q4 2022 | Q2 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
PagnatoKarp Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
GM Advisory Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Foyston, Gordon, & Payne Inc | 3 | 3 | 0.04% | 0.07% | 0.09% | Q2 2019 | Q4 2019 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Norway Savings Bank | 3 | 3 | 0.08% | 0.10% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Bell Rock Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
LWM Advisory Services, LLC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
COMGEST GLOBAL INVESTORS S.A.S. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
First Command Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.12% | Q3 2019 | Q2 2021 | 3 |
Bleakley Financial Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Kolinsky Wealth Management, LLC | 3 | 3 | 0.30% | 0.32% | 0.34% | Q4 2021 | Q2 2022 | 3 |
Sepio Capital, LP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
SOMERVILLE KURT F | 2 | 1 | 0.05% | 0.13% | 0.28% | Q2 2019 | Q1 2020 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
FRED ALGER MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BBVA USA Bancshares, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Aspen Grove Capital, LLC | 3 | 3 | 0.22% | 0.28% | 0.39% | Q4 2022 | Q2 2023 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SOROS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.59% | 0.82% | 0.94% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SIT INVESTMENT ASSOCIATES INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 3 |
ADI CAPITAL MANAGEMENT LLC | 3 | 3 | 2.81% | 2.97% | 3.11% | Q2 2019 | Q4 2019 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 3 |
Spark Investment Management LLC | 3 | 3 | 0.14% | 0.24% | 0.34% | Q2 2019 | Q4 2019 | 3 |
CIBC BANK USA | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q4 2019 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Alera Investment Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OARSMAN CAPITAL, INC. | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Baker Chad R | 3 | 3 | 1.19% | 1.27% | 1.36% | Q4 2019 | Q2 2020 | 3 |
Bank of New Hampshire | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Performa Ltd (US), LLC | 3 | 3 | 1.17% | 1.89% | 2.29% | Q3 2021 | Q1 2022 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ZEVIN ASSET MANAGEMENT LLC | 3 | 3 | 0.13% | 0.16% | 0.17% | Q2 2019 | Q4 2019 | 3 |
Perpetual Ltd | 2 | 1 | 0.42% | 1.30% | 1.83% | Q3 2020 | Q2 2023 | 3 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
First Command Financial Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
Braun-Bostich & Associates Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LBP AM SA | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MONETARY MANAGEMENT GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q2 2020 | Q4 2020 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Veracity Capital LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q2 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2021 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Taylor Hoffman Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q4 2019 | 3 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
Euro Pacific Asset Management, LLC | 1 | 1 | 0.05% | 0.16% | 0.36% | Q4 2019 | Q1 2021 | 3 |
Quadrant Capital Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q2 2019 | Q4 2019 | 3 |
Strategic Blueprint, LLC | 2 | 1 | 0.00% | 0.19% | 0.32% | Q2 2021 | Q3 2023 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q4 2019 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Cascade Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.09% | 0.17% | Q2 2019 | Q3 2019 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.07% | 0.10% | 0.14% | Q4 2019 | Q2 2020 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.16% | 0.22% | 0.28% | Q3 2019 | Q4 2019 | 2 |
Riverview Trust Co | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.06% | 0.16% | 0.26% | Q1 2023 | Q3 2023 | 2 |
State of Wyoming | 1 | 1 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
K.J. Harrison & Partners Inc | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Dundas Partners LLP | 2 | 2 | 3.00% | 3.03% | 3.06% | Q2 2023 | Q3 2023 | 2 |
Meadow Creek Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
KNOTT DAVID M | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Tacita Capital Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BBR PARTNERS, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.13% | 0.53% | 0.94% | Q1 2023 | Q2 2023 | 2 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2019 | 2 |
Woodline Partners LP | 1 | 1 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q2 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
Centric Wealth Management | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 0.32% | 0.38% | 0.43% | Q2 2019 | Q3 2019 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Grassi Investment Management | 2 | 2 | 0.10% | 0.63% | 1.16% | Q2 2019 | Q3 2019 | 2 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Somerset Group LLC | 2 | 2 | 0.36% | 0.39% | 0.42% | Q3 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q2 2023 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 2 |
XTX Topco Ltd | 1 | 1 | 0.12% | 0.15% | 0.17% | Q1 2021 | Q4 2021 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Page Arthur B | 1 | 1 | 0.17% | 0.27% | 0.38% | Q2 2019 | Q4 2019 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Cedar Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Sivik Global Healthcare LLC | 2 | 2 | 0.94% | 1.94% | 2.94% | Q3 2019 | Q4 2019 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 2 |
DAVIS R M INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Osborn Williams & Donohoe LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
BSW Wealth Partners | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 2 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Robeco Institutional Asset Management B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Brand Asset Management Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FACT Capital, LP | 2 | 2 | 4.06% | 4.57% | 5.08% | Q2 2023 | Q3 2023 | 2 |
GQG Partners LLC | 2 | 2 | 1.07% | 1.12% | 1.16% | Q3 2021 | Q4 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 2 |
Claret Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2019 | Q3 2019 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NKCFO LLC | 2 | 2 | 2.39% | 2.50% | 2.60% | Q2 2019 | Q3 2019 | 2 |
Next Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
GAM Holding AG | 2 | 2 | 0.43% | 0.44% | 0.45% | Q3 2019 | Q4 2019 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HAP Trading, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2022 | 2 |
Cox Capital Mgt LLC | 1 | 1 | 0.01% | 0.11% | 0.22% | Q3 2019 | Q1 2020 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q4 2019 | Q1 2020 | 2 |
Elkfork Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 2 |
INDEPENDENT INVESTORS INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2019 | Q3 2019 | 2 |
Tyers Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
HealthCor Management, L.P. | 2 | 2 | 1.23% | 1.25% | 1.27% | Q2 2019 | Q3 2019 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q1 2020 | Q2 2020 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.09% | 0.09% | Q3 2021 | Q3 2022 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 2 |
Axel Capital Management, LLC | 1 | 1 | 3.02% | 4.20% | 5.37% | Q1 2020 | Q1 2022 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.39% | 0.41% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.54% | 0.71% | 0.88% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Telos Capital Management, Inc. | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
NBT BANK N A /NY | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q4 2019 | Q1 2020 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2022 | Q3 2022 | 2 |
Glen Harbor Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Cohen Capital Management, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2019 | Q3 2019 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Core Alternative Capital | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q3 2019 | 2 |
XTX MARKETS LLC | 1 | 1 | 0.45% | 0.79% | 1.13% | Q2 2020 | Q4 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MASTRAPASQUA ASSET MANAGEMENT INC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2019 | Q3 2019 | 2 |
Lowe Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SAL Trading, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
PUZO MICHAEL J | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2023 | Q1 2023 | 1 |
Circle Road Advisors LP | 1 | 1 | 3.52% | 3.52% | 3.52% | Q4 2019 | Q4 2019 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Geller Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Notis-McConarty Edward | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Polar Capital LLP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JTC Employer Solutions Trustee Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Single Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Vise Technologies, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
American Money Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AMG National Trust Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Whitegate Investment Counselors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
VONTOBEL ASSET MANAGEMENT INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fayerweather Charles | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2019 | Q2 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
YHB Investment Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2019 | Q2 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Diversified, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Border to Coast Pensions Partnership Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wallace Capital Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Canoe Financial LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PRIVATE ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2021 | Q1 2021 | 1 |
GAMBLE JONES INVESTMENT COUNSEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MONTAG & CALDWELL, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
VICUS CAPITAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Capital International, Inc./CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
LMR Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CORDA Investment Management, LLC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2020 | Q2 2020 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Creegan & Nassoura Financial Group, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2019 | Q2 2019 | 1 |
Narwhal Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Shay Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MANAGED ASSET PORTFOLIOS, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
Compass Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Renasant Bank | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Kidder Stephen W | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hayek Kallen Investment Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
Endurant Capital Management LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2020 | Q3 2020 | 1 |
BRISTOL JOHN W & CO INC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
United Community Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CONNING INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Abbot Financial Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CLEARFIELD CAPITAL MANAGEMENT LP | 1 | 1 | 4.49% | 4.49% | 4.49% | Q4 2019 | Q4 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Capital International Investors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Rench Wealth Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Essex Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own ALCON AG or have owned ALCON AG in the past.