Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 31 | 31 | 0.00% | 0.01% | 0.10% | Q1 2016 | Q3 2023 | 87 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 86 |
CITIGROUP INC | 31 | 31 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 84 |
Cutler Group LLC / CA | 31 | 31 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q3 2023 | 78 |
BNP PARIBAS FINANCIAL MARKETS | 31 | 31 | 0.00% | 0.03% | 0.21% | Q1 2016 | Q3 2023 | 74 |
Walleye Trading LLC | 31 | 31 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 74 |
BARCLAYS PLC | 31 | 31 | 0.00% | 0.05% | 0.23% | Q1 2016 | Q3 2023 | 70 |
UBS Group AG | 31 | 31 | 0.00% | 0.08% | 0.26% | Q1 2016 | Q3 2023 | 68 |
WOLVERINE TRADING, LLC | 11 | 3 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 67 |
GOLDMAN SACHS GROUP INC | 31 | 31 | 0.00% | 0.04% | 0.13% | Q1 2016 | Q3 2023 | 66 |
Parallax Volatility Advisers, L.P. | 29 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 65 |
JANE STREET GROUP, LLC | 28 | 2 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 64 |
HSBC HOLDINGS PLC | 31 | 31 | 0.00% | 0.04% | 0.18% | Q1 2016 | Q3 2023 | 62 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 61 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.19% | 0.54% | Q1 2016 | Q3 2023 | 59 |
MILLENNIUM MANAGEMENT LLC | 31 | 31 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q3 2023 | 54 |
TWO SIGMA INVESTMENTS, LP | 15 | 1 | 0.00% | 0.03% | 0.44% | Q1 2016 | Q3 2023 | 50 |
M&T BANK CORP | 31 | 31 | 0.00% | 0.11% | 0.33% | Q1 2016 | Q3 2023 | 46 |
D. E. Shaw & Co., Inc. | 31 | 31 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.15% | 0.41% | Q1 2016 | Q3 2023 | 43 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.03% | 0.26% | Q3 2016 | Q3 2023 | 41 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 4 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 40 |
Cubist Systematic Strategies, LLC | 18 | 5 | 0.00% | 0.08% | 0.46% | Q1 2016 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.21% | 0.38% | Q1 2016 | Q3 2023 | 36 |
BEACH INVESTMENT COUNSEL INC/PA | 33 | 33 | 0.05% | 0.41% | 1.97% | Q4 2015 | Q4 2023 | 33 |
Creative Planning | 31 | 31 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2023 | 33 |
M&R CAPITAL MANAGEMENT INC | 33 | 33 | 0.06% | 0.10% | 0.13% | Q4 2015 | Q4 2023 | 33 |
APPLETON PARTNERS INC/MA | 33 | 33 | 0.02% | 0.13% | 0.33% | Q4 2015 | Q4 2023 | 33 |
GUYASUTA INVESTMENT ADVISORS INC | 32 | 32 | 0.04% | 0.06% | 0.11% | Q4 2015 | Q3 2023 | 32 |
South Dakota Investment Council | 32 | 32 | 0.06% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 32 |
NATIXIS ADVISORS, L.P. | 32 | 32 | 0.20% | 0.29% | 0.36% | Q4 2015 | Q3 2023 | 32 |
SECURIAN ASSET MANAGEMENT, INC | 32 | 32 | 0.11% | 0.16% | 0.21% | Q4 2015 | Q3 2023 | 32 |
AR ASSET MANAGEMENT INC | 32 | 32 | 0.62% | 0.79% | 0.93% | Q4 2015 | Q3 2023 | 32 |
CACTI ASSET MANAGEMENT LLC | 32 | 32 | 0.71% | 3.90% | 5.65% | Q1 2016 | Q4 2023 | 32 |
Douglass Winthrop Advisors, LLC | 32 | 32 | 0.04% | 0.14% | 0.34% | Q4 2015 | Q3 2023 | 32 |
DEUTSCHE BANK AG\ | 31 | 31 | 0.00% | 0.19% | 0.41% | Q1 2016 | Q3 2023 | 32 |
AVIVA PLC | 32 | 32 | 0.06% | 0.15% | 0.25% | Q4 2015 | Q3 2023 | 32 |
OPTIMUM INVESTMENT ADVISORS | 32 | 32 | 0.22% | 0.44% | 0.60% | Q1 2016 | Q4 2023 | 32 |
CIBC Private Wealth Group, LLC | 31 | 31 | 0.00% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 32 |
Nuveen Asset Management, LLC | 31 | 31 | 0.00% | 0.16% | 0.43% | Q1 2016 | Q3 2023 | 32 |
CREDIT SUISSE AG/ | 31 | 31 | 0.04% | 0.10% | 0.19% | Q1 2016 | Q3 2023 | 32 |
GUGGENHEIM CAPITAL LLC | 31 | 31 | 0.05% | 0.15% | 0.20% | Q1 2016 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2023 | 32 |
ZEVIN ASSET MANAGEMENT LLC | 32 | 32 | 0.19% | 1.06% | 2.31% | Q4 2015 | Q3 2023 | 32 |
PANAGORA ASSET MANAGEMENT INC | 32 | 32 | 0.01% | 0.08% | 0.46% | Q4 2015 | Q3 2023 | 32 |
FULTON BANK, N.A. | 32 | 32 | 0.08% | 0.12% | 0.20% | Q1 2016 | Q4 2023 | 32 |
MONETARY MANAGEMENT GROUP INC | 32 | 32 | 0.04% | 0.13% | 0.39% | Q4 2015 | Q3 2023 | 32 |
NEVILLE RODIE & SHAW INC | 32 | 32 | 0.11% | 0.33% | 0.87% | Q1 2016 | Q4 2023 | 32 |
WILKINS INVESTMENT COUNSEL INC | 32 | 32 | 2.10% | 2.64% | 4.17% | Q4 2015 | Q3 2023 | 32 |
STATE STREET CORP | 32 | 32 | 0.17% | 0.23% | 0.28% | Q4 2015 | Q3 2023 | 32 |
WOODSTOCK CORP | 32 | 32 | 0.48% | 0.59% | 0.80% | Q1 2016 | Q4 2023 | 32 |
Moors & Cabot, Inc. | 31 | 31 | 0.00% | 0.12% | 0.18% | Q1 2016 | Q3 2023 | 32 |
Cornerstone Investment Partners, LLC | 32 | 32 | 2.84% | 3.58% | 4.44% | Q4 2015 | Q3 2023 | 32 |
CREDIT AGRICOLE S A | 31 | 31 | 0.00% | 0.08% | 0.60% | Q1 2016 | Q3 2023 | 32 |
RHUMBLINE ADVISERS | 32 | 32 | 0.14% | 0.20% | 0.28% | Q4 2015 | Q3 2023 | 32 |
Parkside Financial Bank & Trust | 32 | 32 | 0.03% | 0.15% | 0.19% | Q4 2015 | Q3 2023 | 32 |
PARK NATIONAL CORP /OH/ | 32 | 32 | 0.20% | 0.73% | 1.37% | Q1 2016 | Q4 2023 | 32 |
UBS ASSET MANAGEMENT AMERICAS INC | 32 | 32 | 0.01% | 0.22% | 0.36% | Q4 2015 | Q3 2023 | 32 |
EARNEST PARTNERS LLC | 32 | 32 | 0.00% | 0.04% | 0.20% | Q4 2015 | Q3 2023 | 32 |
BLAIR WILLIAM & CO/IL | 32 | 32 | 0.02% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Somerset Trust Co | 32 | 32 | 0.95% | 1.15% | 1.46% | Q1 2016 | Q4 2023 | 32 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 32 | 32 | 0.10% | 0.22% | 0.32% | Q4 2015 | Q3 2023 | 32 |
Tufton Capital Management | 31 | 31 | 0.58% | 1.12% | 1.94% | Q1 2016 | Q3 2023 | 31 |
NOMURA ASSET MANAGEMENT CO LTD | 31 | 31 | 0.11% | 0.15% | 0.23% | Q1 2016 | Q3 2023 | 31 |
Ameritas Investment Partners, Inc. | 31 | 31 | 0.07% | 0.09% | 0.11% | Q1 2016 | Q3 2023 | 31 |
TD ASSET MANAGEMENT INC | 31 | 31 | 0.03% | 0.14% | 0.26% | Q1 2016 | Q3 2023 | 31 |
FEDERATED HERMES, INC. | 31 | 31 | 0.00% | 0.09% | 0.24% | Q1 2016 | Q3 2023 | 31 |
Arizona State Retirement System | 31 | 31 | 0.16% | 0.22% | 0.31% | Q1 2016 | Q3 2023 | 31 |
Nepsis Inc. | 31 | 31 | 3.48% | 4.15% | 5.28% | Q1 2016 | Q3 2023 | 31 |
State of Tennessee, Treasury Department | 31 | 31 | 0.05% | 0.15% | 0.24% | Q1 2016 | Q3 2023 | 31 |
Carnegie Capital Asset Management, LLC | 31 | 31 | 0.08% | 0.25% | 0.49% | Q1 2016 | Q3 2023 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 31 | 31 | 0.08% | 0.20% | 0.35% | Q1 2016 | Q3 2023 | 31 |
First Horizon Advisors, Inc. | 31 | 31 | 0.00% | 0.07% | 0.31% | Q1 2016 | Q3 2023 | 31 |
PATHSTONE FAMILY OFFICE, LLC | 31 | 31 | 0.01% | 0.07% | 0.30% | Q1 2016 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 28 | 2 | 0.00% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Oakworth Capital, Inc. | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.31% | 0.51% | 0.78% | Q1 2016 | Q3 2023 | 31 |
HEADINVEST, LLC | 31 | 31 | 0.07% | 0.17% | 0.29% | Q1 2016 | Q3 2023 | 31 |
Mariner, LLC | 31 | 31 | 0.03% | 0.13% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Utah Retirement Systems | 31 | 31 | 0.17% | 0.23% | 0.30% | Q1 2016 | Q3 2023 | 31 |
Ballentine Partners, LLC | 31 | 31 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 31 | 31 | 0.02% | 0.09% | 0.21% | Q1 2016 | Q3 2023 | 31 |
LORD, ABBETT & CO. LLC | 31 | 31 | 0.15% | 0.50% | 1.03% | Q1 2016 | Q3 2023 | 31 |
FIRST MANHATTAN CO. LLC. | 31 | 31 | 0.03% | 0.21% | 0.40% | Q1 2016 | Q3 2023 | 31 |
Callahan Advisors, LLC | 31 | 31 | 1.42% | 1.82% | 2.48% | Q1 2016 | Q3 2023 | 31 |
CHARTWELL INVESTMENT PARTNERS, LLC | 31 | 31 | 0.10% | 0.24% | 0.73% | Q1 2016 | Q3 2023 | 31 |
CITY HOLDING CO | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Hanson & Doremus Investment Management | 31 | 31 | 0.02% | 0.05% | 0.37% | Q1 2016 | Q3 2023 | 31 |
Compagnie Lombard Odier SCmA | 31 | 31 | 0.05% | 0.46% | 1.04% | Q1 2016 | Q3 2023 | 31 |
Dorsey & Whitney Trust CO LLC | 31 | 31 | 0.04% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 31 |
Boston Partners | 31 | 31 | 0.55% | 0.91% | 1.34% | Q1 2016 | Q3 2023 | 31 |
Bank of New York Mellon Corp | 31 | 31 | 0.11% | 0.18% | 0.27% | Q1 2016 | Q3 2023 | 31 |
FIRST FINANCIAL CORP /IN/ | 31 | 31 | 0.05% | 0.12% | 0.81% | Q1 2016 | Q3 2023 | 31 |
Marble Harbor Investment Counsel, LLC | 31 | 31 | 0.23% | 0.30% | 0.39% | Q1 2016 | Q3 2023 | 31 |
West Oak Capital, LLC | 31 | 31 | 0.13% | 0.22% | 0.43% | Q1 2016 | Q3 2023 | 31 |
FIRST MERCHANTS CORP | 31 | 31 | 0.33% | 0.71% | 1.07% | Q1 2016 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 31 | 31 | 0.09% | 0.16% | 0.31% | Q1 2016 | Q3 2023 | 31 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 31 | 31 | 0.03% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Rafferty Asset Management, LLC | 31 | 31 | 0.08% | 0.24% | 0.44% | Q1 2016 | Q3 2023 | 31 |
Caprock Group, LLC | 31 | 31 | 0.06% | 0.11% | 0.17% | Q1 2016 | Q3 2023 | 31 |
BLB&B Advisors, LLC | 31 | 31 | 0.02% | 0.20% | 0.50% | Q1 2016 | Q3 2023 | 31 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 31 | 31 | 0.17% | 0.26% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Allianz Asset Management GmbH | 31 | 31 | 0.00% | 0.05% | 0.25% | Q1 2016 | Q3 2023 | 31 |
SYNOVUS FINANCIAL CORP | 31 | 31 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Boston Trust Walden Corp | 31 | 31 | 0.37% | 0.67% | 1.00% | Q1 2016 | Q3 2023 | 31 |
CSU Producer Resources, Inc. | 31 | 31 | 1.63% | 2.75% | 3.49% | Q1 2016 | Q3 2023 | 31 |
Cetera Advisor Networks LLC | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
CIBC Asset Management Inc | 31 | 31 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
MONARCH CAPITAL MANAGEMENT INC/ | 31 | 31 | 0.28% | 0.38% | 0.50% | Q1 2016 | Q3 2023 | 31 |
Mirae Asset Global Investments Co., Ltd. | 31 | 31 | 0.01% | 0.07% | 0.23% | Q1 2016 | Q3 2023 | 31 |
VANGUARD GROUP INC | 31 | 31 | 0.14% | 0.20% | 0.25% | Q1 2016 | Q3 2023 | 31 |
TORRAY INVESTMENT PARTNERS LLC | 31 | 31 | 0.48% | 1.75% | 2.56% | Q1 2016 | Q3 2023 | 31 |
FUKOKU MUTUAL LIFE INSURANCE Co | 31 | 31 | 0.02% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 31 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 31 | 31 | 0.16% | 0.23% | 0.28% | Q1 2016 | Q3 2023 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.04% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 31 | 31 | 1.88% | 2.59% | 3.66% | Q1 2016 | Q3 2023 | 31 |
SUMITOMO LIFE INSURANCE CO | 31 | 31 | 0.04% | 0.23% | 0.49% | Q1 2016 | Q3 2023 | 31 |
PITTENGER & ANDERSON INC | 31 | 31 | 0.34% | 0.65% | 0.89% | Q1 2016 | Q3 2023 | 31 |
HOMESTEAD ADVISERS CORP | 31 | 31 | 1.31% | 1.89% | 2.81% | Q1 2016 | Q3 2023 | 31 |
DAVIS SELECTED ADVISERS | 31 | 31 | 0.82% | 1.41% | 2.31% | Q1 2016 | Q3 2023 | 31 |
Prospera Financial Services Inc | 31 | 31 | 0.05% | 0.11% | 0.30% | Q1 2016 | Q3 2023 | 31 |
VICTORY CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 31 |
MAI Capital Management | 31 | 31 | 0.33% | 0.56% | 1.06% | Q1 2016 | Q3 2023 | 31 |
FAYEZ SAROFIM & CO | 31 | 31 | 0.70% | 1.47% | 2.05% | Q1 2016 | Q3 2023 | 31 |
BNP Paribas Asset Management Holding S.A. | 31 | 31 | 0.01% | 0.14% | 0.28% | Q1 2016 | Q3 2023 | 31 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.10% | 0.18% | 0.23% | Q1 2016 | Q3 2023 | 31 |
ATWOOD & PALMER INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 31 | 31 | 0.00% | 0.10% | 0.21% | Q1 2016 | Q3 2023 | 31 |
ONTARIO TEACHERS PENSION PLAN BOARD | 31 | 31 | 0.01% | 1.65% | 6.25% | Q1 2016 | Q3 2023 | 31 |
NAPLES GLOBAL ADVISORS, LLC | 31 | 31 | 0.15% | 0.22% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Swiss National Bank | 31 | 31 | 0.18% | 0.25% | 0.32% | Q1 2016 | Q3 2023 | 31 |
Kentucky Retirement Systems | 31 | 31 | 0.19% | 0.26% | 0.33% | Q1 2016 | Q3 2023 | 31 |
LSV ASSET MANAGEMENT | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
PEAPACK GLADSTONE FINANCIAL CORP | 31 | 31 | 0.04% | 0.14% | 0.38% | Q1 2016 | Q3 2023 | 31 |
FineMark National Bank & Trust | 31 | 31 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Perkins Coie Trust Co | 31 | 31 | 0.89% | 1.13% | 1.32% | Q1 2016 | Q3 2023 | 31 |
Capital Investment Advisors, LLC | 18 | 13 | 0.01% | 0.02% | 0.10% | Q1 2016 | Q4 2023 | 31 |
BESSEMER GROUP INC | 31 | 31 | 0.01% | 0.50% | 1.10% | Q1 2016 | Q3 2023 | 31 |
Kentucky Retirement Systems Insurance Trust Fund | 31 | 31 | 0.19% | 0.26% | 0.34% | Q1 2016 | Q3 2023 | 31 |
SHELTON CAPITAL MANAGEMENT | 31 | 31 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Savant Capital, LLC | 31 | 31 | 0.01% | 0.05% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Evercore Wealth Management, LLC | 31 | 31 | 1.22% | 1.83% | 2.49% | Q1 2016 | Q3 2023 | 31 |
Bollard Group LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
WELLINGTON MANAGEMENT GROUP LLP | 31 | 31 | 0.62% | 0.89% | 1.14% | Q1 2016 | Q3 2023 | 31 |
CINCINNATI FINANCIAL CORP | 31 | 31 | 1.09% | 1.52% | 2.01% | Q1 2016 | Q3 2023 | 31 |
EVERETT HARRIS & CO /CA/ | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Daiwa Securities Group Inc. | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
AXA S.A. | 31 | 31 | 0.03% | 0.06% | 0.19% | Q1 2016 | Q3 2023 | 31 |
LOWE BROCKENBROUGH & CO INC | 31 | 31 | 0.48% | 0.57% | 0.66% | Q1 2016 | Q3 2023 | 31 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 31 | 31 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 31 |
MORGAN STANLEY | 31 | 31 | 0.04% | 0.11% | 0.20% | Q1 2016 | Q3 2023 | 31 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 2 | 0.01% | 0.37% | 0.73% | Q1 2016 | Q4 2023 | 31 |
COOKE & BIELER LP | 31 | 31 | 1.08% | 1.51% | 2.29% | Q1 2016 | Q3 2023 | 31 |
WEBSTER BANK, N. A. | 31 | 31 | 0.08% | 0.34% | 0.62% | Q1 2016 | Q3 2023 | 31 |
DELTA CAPITAL MANAGEMENT LLC | 31 | 31 | 0.80% | 1.90% | 2.37% | Q1 2016 | Q3 2023 | 31 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 31 | 31 | 0.06% | 0.12% | 0.24% | Q1 2016 | Q3 2023 | 31 |
KCM INVESTMENT ADVISORS LLC | 31 | 31 | 0.04% | 0.11% | 0.20% | Q1 2016 | Q3 2023 | 31 |
ALLIANCEBERNSTEIN L.P. | 31 | 31 | 0.04% | 0.08% | 0.23% | Q1 2016 | Q3 2023 | 31 |
DAVIS R M INC | 31 | 31 | 1.00% | 1.28% | 1.62% | Q1 2016 | Q3 2023 | 31 |
SENTRY INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.18% | 0.23% | 0.29% | Q1 2016 | Q3 2023 | 31 |
Tredje AP-fonden | 31 | 31 | 0.11% | 0.26% | 0.42% | Q1 2016 | Q3 2023 | 31 |
GATEWAY INVESTMENT ADVISERS LLC | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
PINNACLE FINANCIAL PARTNERS INC | 31 | 31 | 0.03% | 0.19% | 0.57% | Q1 2016 | Q3 2023 | 31 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31 | 31 | 0.10% | 0.16% | 0.22% | Q1 2016 | Q3 2023 | 31 |
PEDDOCK CAPITAL ADVISORS, LLC | 31 | 31 | 0.13% | 0.17% | 0.21% | Q1 2016 | Q3 2023 | 31 |
Harfst & Associates, Inc. | 31 | 31 | 0.11% | 0.31% | 1.08% | Q1 2016 | Q3 2023 | 31 |
Mitsubishi UFJ Asset Management Co., Ltd. | 31 | 31 | 0.16% | 0.20% | 0.26% | Q1 2016 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 31 | 31 | 0.01% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 31 |
FIRST TRUST ADVISORS LP | 31 | 31 | 0.04% | 0.09% | 0.12% | Q1 2016 | Q3 2023 | 31 |
PRINCIPAL FINANCIAL GROUP INC | 31 | 31 | 0.11% | 0.21% | 0.32% | Q1 2016 | Q3 2023 | 31 |
BROWN BROTHERS HARRIMAN & CO | 31 | 31 | 0.00% | 0.01% | 0.12% | Q1 2016 | Q3 2023 | 31 |
KARPAS STRATEGIES, LLC | 31 | 31 | 0.83% | 0.98% | 1.13% | Q1 2016 | Q3 2023 | 31 |
TOMPKINS FINANCIAL CORP | 21 | 10 | 0.01% | 0.06% | 0.17% | Q1 2016 | Q4 2023 | 31 |
Neuberger Berman Group LLC | 31 | 31 | 0.12% | 0.28% | 0.48% | Q1 2016 | Q3 2023 | 31 |
Fiduciary Group LLC | 31 | 31 | 0.03% | 0.10% | 0.22% | Q1 2016 | Q3 2023 | 31 |
DUPONT CAPITAL MANAGEMENT CORP | 31 | 31 | 0.01% | 0.15% | 1.13% | Q1 2016 | Q3 2023 | 31 |
PROFUND ADVISORS LLC | 31 | 31 | 0.03% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 31 |
Ipswich Investment Management Co., Inc. | 31 | 31 | 0.73% | 1.35% | 2.22% | Q1 2016 | Q3 2023 | 31 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 31 | 31 | 0.04% | 0.10% | 0.16% | Q1 2016 | Q3 2023 | 31 |
NORTHSTAR ASSET MANAGEMENT LLC | 31 | 31 | 0.12% | 0.30% | 0.57% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.23% | 0.37% | 0.54% | Q1 2016 | Q3 2023 | 31 |
HighTower Advisors, LLC | 31 | 31 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 31 |
WOODMONT INVESTMENT COUNSEL LLC | 31 | 31 | 0.19% | 0.30% | 0.61% | Q1 2016 | Q3 2023 | 31 |
TRUST CO OF VERMONT | 31 | 31 | 0.28% | 0.41% | 0.54% | Q1 2016 | Q3 2023 | 31 |
Mitsubishi UFJ Trust & Banking Corp | 31 | 31 | 0.10% | 0.18% | 0.28% | Q1 2016 | Q3 2023 | 31 |
Chevy Chase Trust Holdings, LLC | 31 | 31 | 0.16% | 0.22% | 0.29% | Q1 2016 | Q3 2023 | 31 |
GLENMEDE TRUST CO NA | 31 | 31 | 0.27% | 0.43% | 0.62% | Q1 2016 | Q3 2023 | 31 |
PRUDENTIAL FINANCIAL INC | 31 | 31 | 0.05% | 0.16% | 0.33% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO | 31 | 31 | 0.04% | 0.08% | 0.14% | Q1 2016 | Q3 2023 | 31 |
River Wealth Advisors LLC | 31 | 31 | 0.37% | 0.78% | 1.26% | Q1 2016 | Q3 2023 | 31 |
Louisiana State Employees Retirement System | 31 | 31 | 0.11% | 0.16% | 0.21% | Q1 2016 | Q3 2023 | 31 |
WEDBUSH SECURITIES INC | 31 | 31 | 0.04% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 31 |
ROPES WEALTH ADVISORS LLC | 31 | 31 | 0.23% | 0.54% | 0.91% | Q1 2016 | Q3 2023 | 31 |
Sandy Spring Bank | 31 | 31 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Checchi Capital Advisers, LLC | 31 | 31 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 31 | 31 | 0.01% | 0.05% | 0.20% | Q1 2016 | Q3 2023 | 31 |
GREENLEAF TRUST | 31 | 31 | 0.03% | 0.14% | 0.52% | Q1 2016 | Q3 2023 | 31 |
LS Investment Advisors, LLC | 31 | 31 | 0.03% | 0.70% | 2.62% | Q1 2016 | Q3 2023 | 31 |
FOSTER & MOTLEY INC | 31 | 31 | 0.08% | 0.43% | 1.00% | Q1 2016 | Q3 2023 | 31 |
KANAWHA CAPITAL MANAGEMENT LLC | 31 | 31 | 0.61% | 0.83% | 1.10% | Q1 2016 | Q3 2023 | 31 |
Chesley Taft & Associates LLC | 31 | 31 | 0.03% | 0.12% | 0.20% | Q1 2016 | Q3 2023 | 31 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 31 | 31 | 0.11% | 0.22% | 0.38% | Q1 2016 | Q3 2023 | 31 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 31 | 31 | 0.16% | 0.23% | 0.28% | Q1 2016 | Q3 2023 | 31 |
THRIVENT FINANCIAL FOR LUTHERANS | 31 | 31 | 0.13% | 0.23% | 0.37% | Q1 2016 | Q3 2023 | 31 |
ALTRINSIC GLOBAL ADVISORS LLC | 31 | 31 | 6.81% | 9.40% | 11.75% | Q1 2016 | Q3 2023 | 31 |
AQR Capital Management | 31 | 31 | 0.05% | 0.16% | 0.32% | Q1 2016 | Q3 2023 | 31 |
PITCAIRN CO | 31 | 31 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
FMR LLC | 31 | 31 | 0.08% | 0.27% | 0.55% | Q1 2016 | Q3 2023 | 31 |
KLINGENSTEIN FIELDS & CO LP | 31 | 31 | 0.35% | 0.69% | 1.28% | Q1 2016 | Q3 2023 | 31 |
BANK OF HAWAII | 31 | 31 | 0.02% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 31 |
STATE OF WISCONSIN INVESTMENT BOARD | 31 | 31 | 0.16% | 0.27% | 0.38% | Q1 2016 | Q3 2023 | 31 |
LAZARD ASSET MANAGEMENT LLC | 31 | 31 | 0.00% | 0.01% | 0.16% | Q1 2016 | Q3 2023 | 31 |
COUNTRY TRUST BANK | 27 | 4 | 0.65% | 1.07% | 1.36% | Q1 2016 | Q4 2023 | 31 |
GEODE CAPITAL MANAGEMENT, LLC | 31 | 31 | 0.15% | 0.21% | 0.26% | Q1 2016 | Q3 2023 | 31 |
SOMERVILLE KURT F | 31 | 31 | 0.10% | 1.62% | 3.00% | Q1 2016 | Q3 2023 | 31 |
JUPITER ASSET MANAGEMENT LTD | 31 | 31 | 0.01% | 0.56% | 1.85% | Q1 2016 | Q3 2023 | 31 |
Smithfield Trust Co | 31 | 31 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
TEXAS PERMANENT SCHOOL FUND CORP | 31 | 31 | 0.13% | 0.19% | 0.26% | Q1 2016 | Q3 2023 | 31 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 31 | 31 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 31 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 31 | 31 | 0.07% | 0.17% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Wunderlich Capital Managemnt | 31 | 31 | 0.94% | 1.29% | 1.70% | Q1 2016 | Q3 2023 | 31 |
FDx Advisors, Inc. | 31 | 31 | 0.09% | 0.15% | 0.21% | Q1 2016 | Q3 2023 | 31 |
MCRAE CAPITAL MANAGEMENT INC | 31 | 31 | 0.20% | 0.31% | 0.41% | Q1 2016 | Q3 2023 | 31 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 31 | 31 | 1.49% | 1.90% | 2.30% | Q1 2016 | Q3 2023 | 31 |
Tributary Capital Management, LLC | 31 | 31 | 0.03% | 0.06% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Haverford Trust Co | 31 | 31 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 31 | 0.04% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Hilltop Holdings Inc. | 31 | 31 | 0.04% | 0.11% | 0.21% | Q1 2016 | Q3 2023 | 31 |
CRAWFORD INVESTMENT COUNSEL INC | 31 | 31 | 1.11% | 1.37% | 1.77% | Q1 2016 | Q3 2023 | 31 |
Korea Investment CORP | 31 | 31 | 0.08% | 0.21% | 0.36% | Q1 2016 | Q3 2023 | 31 |
JANUS HENDERSON GROUP PLC | 31 | 31 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 31 |
OAK ASSOCIATES LTD /OH/ | 31 | 31 | 1.02% | 1.39% | 2.04% | Q1 2016 | Q3 2023 | 31 |
ST GERMAIN D J CO INC | 28 | 3 | 0.06% | 0.95% | 1.72% | Q1 2016 | Q4 2023 | 31 |
FIRST NATIONAL TRUST CO | 31 | 31 | 0.11% | 0.29% | 0.49% | Q1 2016 | Q3 2023 | 31 |
PRIVATE TRUST CO NA | 31 | 31 | 0.09% | 0.19% | 0.28% | Q1 2016 | Q3 2023 | 31 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 31 | 31 | 0.08% | 0.85% | 2.15% | Q1 2016 | Q3 2023 | 31 |
MONTAG A & ASSOCIATES INC | 31 | 31 | 0.03% | 0.13% | 0.54% | Q1 2016 | Q3 2023 | 31 |
Laird Norton Wetherby Wealth Management, LLC | 31 | 31 | 0.06% | 0.14% | 0.23% | Q1 2016 | Q3 2023 | 31 |
CINCINNATI INSURANCE CO | 31 | 31 | 1.16% | 1.54% | 1.78% | Q1 2016 | Q3 2023 | 31 |
CINCINNATI INDEMNITY CO | 31 | 31 | 5.64% | 7.56% | 8.84% | Q1 2016 | Q3 2023 | 31 |
Bristlecone Advisors, LLC | 31 | 31 | 0.28% | 0.47% | 0.72% | Q1 2016 | Q3 2023 | 31 |
Joel Isaacson & Co., LLC | 31 | 31 | 0.02% | 0.05% | 0.20% | Q1 2016 | Q3 2023 | 31 |
REGIONS FINANCIAL CORP | 31 | 31 | 0.63% | 0.84% | 1.04% | Q1 2016 | Q3 2023 | 31 |
CANADA PENSION PLAN INVESTMENT BOARD | 31 | 31 | 0.02% | 0.10% | 0.27% | Q1 2016 | Q3 2023 | 31 |
APG Asset Management N.V. | 31 | 31 | 0.01% | 0.14% | 0.45% | Q1 2016 | Q3 2023 | 31 |
SEI INVESTMENTS CO | 31 | 31 | 0.08% | 0.11% | 0.17% | Q1 2016 | Q3 2023 | 31 |
OPPENHEIMER & CO INC | 31 | 31 | 0.11% | 0.20% | 0.34% | Q1 2016 | Q3 2023 | 31 |
DIMENSIONAL FUND ADVISORS LP | 31 | 31 | 0.10% | 0.12% | 0.14% | Q1 2016 | Q3 2023 | 31 |
American Trust Investment Advisors, LLC | 31 | 31 | 0.29% | 0.57% | 0.85% | Q1 2016 | Q3 2023 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.13% | 0.30% | 0.68% | Q1 2016 | Q3 2023 | 31 |
Advisors Asset Management, Inc. | 31 | 31 | 0.00% | 0.14% | 0.28% | Q1 2016 | Q3 2023 | 31 |
STRS OHIO | 31 | 31 | 0.18% | 0.26% | 0.33% | Q1 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 31 | 31 | 0.17% | 0.25% | 0.39% | Q1 2016 | Q3 2023 | 31 |
Rock Point Advisors, LLC | 31 | 31 | 1.74% | 3.62% | 6.35% | Q1 2016 | Q3 2023 | 31 |
Tortoise Investment Management, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 31 | 31 | 0.10% | 0.19% | 0.31% | Q1 2016 | Q3 2023 | 31 |
ANCHOR CAPITAL ADVISORS LLC | 31 | 31 | 0.46% | 0.61% | 0.92% | Q1 2016 | Q3 2023 | 31 |
1ST SOURCE BANK | 31 | 31 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Lincoln Capital LLC | 31 | 31 | 0.34% | 0.47% | 0.67% | Q1 2016 | Q3 2023 | 31 |
Private Advisor Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
MERIDIAN INVESTMENT COUNSEL INC. | 31 | 31 | 0.50% | 0.74% | 0.93% | Q1 2016 | Q3 2023 | 31 |
GRANDFIELD & DODD, LLC | 31 | 31 | 0.16% | 1.24% | 2.42% | Q1 2016 | Q3 2023 | 31 |
NEW YORK STATE COMMON RETIREMENT FUND | 31 | 31 | 0.15% | 0.23% | 0.30% | Q1 2016 | Q3 2023 | 31 |
US BANCORP \DE\ | 31 | 31 | 0.23% | 0.35% | 0.44% | Q1 2016 | Q3 2023 | 31 |
Willis Investment Counsel | 31 | 31 | 0.60% | 1.64% | 2.60% | Q1 2016 | Q3 2023 | 31 |
SG Americas Securities, LLC | 31 | 31 | 0.01% | 0.06% | 0.22% | Q1 2016 | Q3 2023 | 31 |
FIRST NATIONAL BANK OF OMAHA | 31 | 31 | 0.28% | 0.39% | 0.54% | Q1 2016 | Q3 2023 | 31 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31 | 31 | 0.05% | 0.18% | 0.39% | Q1 2016 | Q3 2023 | 31 |
FRANKLIN RESOURCES INC | 31 | 31 | 0.02% | 0.22% | 0.62% | Q1 2016 | Q3 2023 | 31 |
MV CAPITAL MANAGEMENT, INC. | 31 | 31 | 0.09% | 0.20% | 0.41% | Q1 2016 | Q3 2023 | 31 |
Essex Financial Services, Inc. | 31 | 31 | 0.08% | 0.26% | 0.56% | Q1 2016 | Q3 2023 | 31 |
Patten Group, Inc. | 31 | 31 | 0.37% | 0.85% | 1.18% | Q1 2016 | Q3 2023 | 31 |
Calamos Advisors LLC | 31 | 31 | 0.03% | 0.14% | 0.25% | Q1 2016 | Q3 2023 | 31 |
PRICE T ROWE ASSOCIATES INC /MD/ | 31 | 31 | 0.07% | 0.41% | 0.87% | Q1 2016 | Q3 2023 | 31 |
Polaris Capital Management, LLC | 31 | 31 | 0.86% | 1.65% | 2.24% | Q1 2016 | Q3 2023 | 31 |
CONNING INC. | 31 | 31 | 0.02% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 31 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 31 | 31 | 0.00% | 0.15% | 0.50% | Q1 2016 | Q3 2023 | 31 |
Cincinnati Specialty Underwriters Insurance CO | 31 | 31 | 0.64% | 1.14% | 1.71% | Q1 2016 | Q3 2023 | 31 |
THOMPSON SIEGEL & WALMSLEY LLC | 31 | 31 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Spears Abacus Advisors LLC | 31 | 31 | 3.08% | 4.47% | 6.70% | Q1 2016 | Q3 2023 | 31 |
CENTRAL TRUST Co | 31 | 31 | 0.02% | 0.10% | 0.25% | Q1 2016 | Q3 2023 | 31 |
Coastline Trust Co | 31 | 31 | 0.56% | 0.74% | 0.99% | Q1 2016 | Q3 2023 | 31 |
Vigilant Capital Management, LLC | 31 | 31 | 0.05% | 1.22% | 2.01% | Q4 2015 | Q2 2023 | 31 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 31 | 31 | 1.22% | 1.41% | 1.79% | Q1 2016 | Q3 2023 | 31 |
Plante Moran Financial Advisors, LLC | 31 | 31 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Voya Financial Advisors, Inc. | 31 | 31 | 0.04% | 0.08% | 0.11% | Q1 2016 | Q3 2023 | 31 |
VALLEY NATIONAL ADVISERS INC | 31 | 31 | 0.14% | 0.35% | 0.73% | Q1 2016 | Q3 2023 | 31 |
Trust Co | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
PUTNAM INVESTMENTS LLC | 31 | 31 | 0.00% | 0.09% | 0.37% | Q1 2016 | Q3 2023 | 31 |
Bartlett & Co. LLC | 16 | 15 | 0.07% | 0.82% | 1.16% | Q1 2016 | Q4 2023 | 31 |
SIT INVESTMENT ASSOCIATES INC | 31 | 31 | 0.12% | 0.57% | 0.87% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 31 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 31 | 31 | 0.08% | 0.12% | 0.21% | Q1 2016 | Q3 2023 | 31 |
Robeco Institutional Asset Management B.V. | 31 | 31 | 0.03% | 0.25% | 0.74% | Q1 2016 | Q3 2023 | 31 |
AMERICAN INTERNATIONAL GROUP, INC. | 31 | 31 | 0.09% | 0.13% | 0.22% | Q1 2016 | Q3 2023 | 31 |
MACQUARIE GROUP LTD | 31 | 31 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
CHICAGO TRUST Co NA | 31 | 31 | 0.72% | 1.19% | 1.56% | Q1 2016 | Q3 2023 | 31 |
SouthState Corp | 31 | 31 | 0.44% | 0.74% | 1.71% | Q1 2016 | Q3 2023 | 31 |
ASSETMARK, INC | 31 | 31 | 0.00% | 0.06% | 0.39% | Q1 2016 | Q3 2023 | 31 |
Estabrook Capital Management | 31 | 31 | 1.22% | 1.53% | 1.83% | Q1 2016 | Q3 2023 | 31 |
Community Bank, N.A. | 31 | 31 | 0.12% | 0.26% | 0.41% | Q1 2016 | Q3 2023 | 31 |
BROWN ADVISORY INC | 31 | 31 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 31 | 31 | 0.15% | 0.27% | 0.40% | Q1 2016 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 31 | 0.29% | 0.52% | 0.83% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 22 | 8 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
ClearBridge Investments | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 31 | 31 | 0.10% | 0.15% | 0.19% | Q1 2016 | Q3 2023 | 31 |
Pekin Hardy Strauss, Inc. | 31 | 31 | 0.07% | 0.15% | 0.20% | Q1 2016 | Q3 2023 | 31 |
JENNISON ASSOCIATES LLC | 31 | 31 | 0.09% | 0.14% | 0.22% | Q1 2016 | Q3 2023 | 31 |
PRIO WEALTH LIMITED PARTNERSHIP | 31 | 31 | 0.07% | 0.25% | 0.52% | Q1 2016 | Q3 2023 | 31 |
STEPHENS INC /AR/ | 31 | 31 | 0.02% | 0.07% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Legacy Private Trust Co. | 31 | 31 | 0.02% | 0.31% | 1.11% | Q1 2016 | Q3 2023 | 31 |
Cannell & Co. | 31 | 31 | 0.78% | 1.06% | 2.33% | Q1 2016 | Q3 2023 | 31 |
SVB WEALTH LLC | 31 | 31 | 0.05% | 0.58% | 1.34% | Q1 2016 | Q3 2023 | 31 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 31 | 31 | 0.07% | 0.12% | 0.18% | Q1 2016 | Q3 2023 | 31 |
FORVIS Wealth Advisors, LLC | 31 | 31 | 0.01% | 0.13% | 0.25% | Q1 2016 | Q3 2023 | 31 |
OLD NATIONAL BANCORP /IN/ | 31 | 31 | 0.03% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 31 | 31 | 0.01% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 31 |
AMERICAN CENTURY COMPANIES INC | 31 | 31 | 0.07% | 0.45% | 0.67% | Q1 2016 | Q3 2023 | 31 |
MCF Advisors LLC | 31 | 31 | 0.01% | 0.11% | 2.50% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Beech Hill Advisors, Inc. | 31 | 31 | 0.21% | 0.30% | 0.44% | Q1 2016 | Q3 2023 | 31 |
JFS WEALTH ADVISORS, LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
PINNACLE ASSOCIATES LTD | 31 | 31 | 0.06% | 0.10% | 0.15% | Q1 2016 | Q3 2023 | 31 |
ProShare Advisors LLC | 31 | 31 | 0.10% | 0.38% | 0.68% | Q1 2016 | Q3 2023 | 31 |
Capital Analysts, LLC | 31 | 31 | 0.00% | 0.22% | 0.58% | Q1 2016 | Q3 2023 | 31 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 31 | 31 | 0.01% | 0.08% | 0.38% | Q1 2016 | Q3 2023 | 31 |
COMMERCE BANK | 31 | 31 | 0.02% | 0.07% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Cullen Capital Management, LLC | 28 | 3 | 1.88% | 2.37% | 2.83% | Q4 2015 | Q3 2023 | 31 |
NORTHERN TRUST CORP | 31 | 31 | 0.13% | 0.18% | 0.24% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.13% | 0.18% | 0.23% | Q1 2016 | Q3 2023 | 31 |
DIVIDEND ASSETS CAPITAL, LLC | 31 | 31 | 0.35% | 1.09% | 2.82% | Q1 2016 | Q3 2023 | 31 |
Employees Retirement System of Texas | 31 | 31 | 0.04% | 0.27% | 0.69% | Q1 2016 | Q3 2023 | 31 |
CIDEL ASSET MANAGEMENT INC | 31 | 31 | 0.01% | 0.61% | 1.26% | Q1 2016 | Q3 2023 | 31 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 31 | 31 | 0.10% | 0.13% | 0.19% | Q1 2016 | Q3 2023 | 31 |
MYCIO WEALTH PARTNERS, LLC | 31 | 31 | 10.74% | 39.01% | 83.99% | Q1 2016 | Q3 2023 | 31 |
VOYA INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.04% | 0.14% | 0.42% | Q1 2016 | Q3 2023 | 31 |
Asset Management One Co., Ltd. | 31 | 31 | 0.01% | 0.17% | 0.27% | Q1 2016 | Q3 2023 | 31 |
Thomas J. Herzfeld Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.06% | 0.24% | Q1 2016 | Q3 2023 | 31 |
Portland Global Advisors LLC | 31 | 31 | 0.26% | 0.42% | 0.61% | Q1 2016 | Q3 2023 | 31 |
Notis-McConarty Edward | 31 | 31 | 0.08% | 1.44% | 2.76% | Q1 2016 | Q3 2023 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.27% | 0.80% | Q1 2016 | Q3 2023 | 31 |
Retirement Systems of Alabama | 31 | 31 | 0.09% | 0.22% | 0.30% | Q1 2016 | Q3 2023 | 31 |
GREAT LAKES ADVISORS, LLC | 31 | 31 | 0.43% | 1.35% | 1.93% | Q1 2016 | Q3 2023 | 31 |
Norinchukin Bank, The | 31 | 31 | 0.02% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 31 |
HARTFORD INVESTMENT MANAGEMENT CO | 31 | 31 | 0.19% | 0.25% | 0.32% | Q1 2016 | Q3 2023 | 31 |
D.A. DAVIDSON & CO. | 31 | 31 | 0.42% | 0.63% | 0.97% | Q1 2016 | Q3 2023 | 31 |
BANK OF NOVA SCOTIA | 31 | 31 | 0.00% | 0.04% | 0.34% | Q1 2016 | Q3 2023 | 31 |
TRUIST FINANCIAL CORP | 31 | 31 | 0.05% | 0.25% | 0.40% | Q1 2016 | Q3 2023 | 31 |
Hemenway Trust Co LLC | 31 | 31 | 0.05% | 1.64% | 3.19% | Q1 2016 | Q3 2023 | 31 |
Sippican Capital Advisors | 31 | 31 | 0.55% | 0.99% | 1.54% | Q1 2016 | Q3 2023 | 31 |
Selway Asset Management | 31 | 31 | 1.43% | 1.73% | 2.30% | Q1 2016 | Q3 2023 | 31 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 31 | 31 | 0.15% | 0.22% | 0.28% | Q1 2016 | Q3 2023 | 31 |
MIDDLETON & CO INC/MA | 31 | 31 | 0.17% | 0.92% | 1.69% | Q1 2016 | Q3 2023 | 31 |
S&CO INC | 31 | 31 | 0.24% | 0.34% | 0.43% | Q1 2016 | Q3 2023 | 31 |
PARSONS CAPITAL MANAGEMENT INC/RI | 31 | 31 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q3 2023 | 31 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 31 | 31 | 0.06% | 0.09% | 0.14% | Q1 2016 | Q3 2023 | 31 |
TCTC Holdings, LLC | 31 | 31 | 1.39% | 1.88% | 2.24% | Q1 2016 | Q3 2023 | 31 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.01% | 0.11% | Q2 2016 | Q3 2022 | 31 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 31 | 31 | 0.12% | 0.29% | 0.60% | Q1 2016 | Q3 2023 | 31 |
Invesco Ltd. | 31 | 31 | 0.06% | 0.10% | 0.19% | Q1 2016 | Q3 2023 | 31 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 31 | 31 | 0.65% | 0.79% | 0.90% | Q1 2016 | Q3 2023 | 31 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 31 | 31 | 0.79% | 1.21% | 1.60% | Q1 2016 | Q3 2023 | 31 |
NJ State Employees Deferred Compensation Plan | 31 | 31 | 0.19% | 0.24% | 0.32% | Q1 2016 | Q3 2023 | 31 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 31 | 31 | 0.09% | 0.20% | 0.36% | Q1 2016 | Q3 2023 | 31 |
SCHWARTZ INVESTMENT COUNSEL INC | 31 | 31 | 1.22% | 1.69% | 2.13% | Q1 2016 | Q3 2023 | 31 |
NICHOLAS COMPANY, INC. | 31 | 31 | 0.17% | 1.18% | 3.06% | Q1 2016 | Q3 2023 | 31 |
OLD SECOND NATIONAL BANK OF AURORA | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.15% | 0.28% | 0.64% | Q1 2016 | Q3 2023 | 31 |
RAYMOND JAMES TRUST N.A. | 31 | 31 | 0.22% | 0.34% | 0.46% | Q1 2016 | Q3 2023 | 31 |
State of New Jersey Common Pension Fund D | 31 | 31 | 0.14% | 0.16% | 0.23% | Q1 2016 | Q3 2023 | 31 |
KEYBANK NATIONAL ASSOCIATION/OH | 31 | 31 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
INGALLS & SNYDER LLC | 30 | 30 | 0.10% | 0.37% | 0.80% | Q2 2016 | Q3 2023 | 30 |
Meiji Yasuda Asset Management Co Ltd. | 30 | 30 | 0.09% | 0.28% | 0.42% | Q2 2016 | Q3 2023 | 30 |
FRG Family Wealth Advisors LLC | 30 | 30 | 0.12% | 0.38% | 0.95% | Q2 2016 | Q3 2023 | 30 |
Simplicity Solutions, LLC | 22 | 8 | 0.01% | 0.12% | 0.52% | Q1 2016 | Q3 2023 | 30 |
SEGALL BRYANT & HAMILL, LLC | 30 | 30 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q2 2023 | 30 |
DUNCKER STREETT & CO INC | 16 | 14 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 30 |
TRUST CO OF OKLAHOMA | 17 | 13 | 0.49% | 0.94% | 1.57% | Q1 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
Pointe Capital Management LLC | 27 | 3 | 0.23% | 0.35% | 0.53% | Q1 2016 | Q3 2023 | 30 |
Allworth Financial LP | 26 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 30 |
WESBANCO BANK INC | 19 | 11 | 0.12% | 0.49% | 1.09% | Q1 2016 | Q3 2023 | 30 |
FORSTA AP-FONDEN | 30 | 30 | 0.16% | 0.26% | 0.60% | Q2 2016 | Q3 2023 | 30 |
KBC Group NV | 30 | 30 | 0.04% | 0.12% | 0.27% | Q2 2016 | Q3 2023 | 30 |
Texas Yale Capital Corp. | 30 | 30 | 0.11% | 0.14% | 0.18% | Q2 2016 | Q3 2023 | 30 |
CARRET ASSET MANAGEMENT, LLC | 30 | 30 | 0.03% | 0.07% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Atria Investments, Inc | 30 | 30 | 0.03% | 0.10% | 0.27% | Q2 2016 | Q3 2023 | 30 |
Cetera Advisors LLC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 30 |
Squarepoint Ops LLC | 11 | 1 | 0.00% | 0.11% | 0.98% | Q1 2016 | Q3 2023 | 30 |
Advisory Services Network, LLC | 27 | 3 | 0.08% | 0.17% | 0.75% | Q1 2016 | Q3 2023 | 30 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.00% | 0.06% | 0.20% | Q3 2016 | Q4 2023 | 30 |
Stratos Wealth Partners, LTD. | 29 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 30 |
GHP Investment Advisors, Inc. | 18 | 12 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 30 |
CITIZENS FINANCIAL GROUP INC/RI | 18 | 12 | 0.01% | 0.24% | 0.87% | Q1 2016 | Q3 2023 | 30 |
WASHINGTON TRUST Co | 30 | 30 | 0.08% | 0.42% | 0.59% | Q2 2016 | Q3 2023 | 30 |
BOKF, NA | 21 | 9 | 0.05% | 0.12% | 0.19% | Q1 2016 | Q3 2023 | 30 |
HOWLAND CAPITAL MANAGEMENT LLC | 30 | 30 | 1.37% | 1.92% | 2.31% | Q2 2016 | Q3 2023 | 30 |
Rehmann Capital Advisory Group | 15 | 15 | 0.03% | 0.08% | 0.17% | Q1 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 29 | 1 | 0.13% | 0.20% | 0.24% | Q1 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.08% | 0.13% | 0.33% | Q2 2016 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 30 | 30 | 0.00% | 0.05% | 0.48% | Q2 2016 | Q3 2023 | 30 |
WBH ADVISORY INC | 27 | 3 | 0.09% | 0.25% | 0.62% | Q1 2016 | Q3 2023 | 30 |
SRB CORP | 18 | 12 | 0.02% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 30 |
BAXTER BROS INC | 30 | 30 | 0.07% | 0.19% | 0.48% | Q2 2016 | Q3 2023 | 30 |
FARMERS & MERCHANTS INVESTMENTS INC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
FINANCIAL COUNSELORS INC | 28 | 2 | 0.52% | 0.70% | 0.96% | Q1 2016 | Q3 2023 | 30 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 25 | 5 | 0.11% | 0.17% | 0.21% | Q1 2016 | Q3 2023 | 30 |
MACKENZIE FINANCIAL CORP | 27 | 3 | 0.00% | 0.07% | 0.34% | Q1 2016 | Q3 2023 | 30 |
STRATEGY ASSET MANAGERS LLC | 25 | 5 | 0.06% | 0.92% | 2.58% | Q1 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.17% | 0.37% | 0.58% | Q2 2016 | Q3 2023 | 30 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 30 | 30 | 0.41% | 0.77% | 1.15% | Q2 2016 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.23% | 0.38% | 0.61% | Q1 2016 | Q3 2023 | 30 |
Liberty Capital Management, Inc. | 18 | 12 | 0.88% | 1.36% | 1.87% | Q1 2016 | Q3 2023 | 30 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 16 | 14 | 0.01% | 0.19% | 0.50% | Q1 2016 | Q3 2023 | 30 |
Argyle Capital Management Inc. | 30 | 30 | 0.58% | 0.69% | 0.87% | Q2 2016 | Q3 2023 | 30 |
Endurance Wealth Management, Inc. | 30 | 30 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q2 2023 | 30 |
Veritable, L.P. | 30 | 30 | 0.10% | 0.20% | 0.26% | Q1 2016 | Q2 2023 | 30 |
BRADLEY FOSTER & SARGENT INC/CT | 17 | 13 | 0.24% | 0.58% | 1.04% | Q1 2016 | Q3 2023 | 30 |
Financial Architects, Inc | 30 | 30 | 0.04% | 0.06% | 0.38% | Q1 2016 | Q2 2023 | 30 |
Thomasville National Bank | 27 | 2 | 0.24% | 0.37% | 0.62% | Q1 2016 | Q3 2023 | 29 |
WCM INVESTMENT MANAGEMENT, LLC | 17 | 12 | 0.00% | 8.30% | 29.42% | Q1 2016 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 15 | 5 | 0.00% | 0.07% | 0.28% | Q1 2016 | Q3 2023 | 29 |
MOTCO | 25 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 29 |
Harbour Capital Advisors, LLC | 26 | 1 | 0.01% | 0.53% | 1.00% | Q2 2016 | Q4 2023 | 29 |
ArrowMark Colorado Holdings LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 29 | 29 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 29 |
SUMMITRY LLC | 21 | 8 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 29 |
COLONY GROUP LLC | 28 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 29 |
Avalon Investment & Advisory | 29 | 29 | 0.03% | 0.38% | 0.75% | Q1 2016 | Q1 2023 | 29 |
KING LUTHER CAPITAL MANAGEMENT CORP | 29 | 29 | 0.01% | 0.01% | 0.05% | Q3 2016 | Q3 2023 | 29 |
TCI Wealth Advisors, Inc. | 29 | 29 | 0.02% | 0.03% | 0.07% | Q1 2016 | Q1 2023 | 29 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 29 | 29 | 0.07% | 0.28% | 0.66% | Q1 2016 | Q1 2023 | 29 |
B. Riley Wealth Advisors, Inc. | 24 | 5 | 0.04% | 0.13% | 0.32% | Q2 2016 | Q3 2023 | 29 |
JOHNSON INVESTMENT COUNSEL INC | 18 | 11 | 0.03% | 0.51% | 1.13% | Q2 2016 | Q3 2023 | 29 |
NewEdge Advisors, LLC | 29 | 29 | 0.02% | 0.30% | 1.14% | Q3 2016 | Q3 2023 | 29 |
Manchester Capital Management LLC | 26 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 29 |
WESTWOOD HOLDINGS GROUP INC | 29 | 29 | 0.07% | 0.87% | 1.90% | Q3 2016 | Q3 2023 | 29 |
COURIER CAPITAL LLC | 29 | 29 | 0.02% | 0.04% | 0.09% | Q3 2016 | Q3 2023 | 29 |
ZWJ INVESTMENT COUNSEL INC | 16 | 1 | 0.02% | 0.68% | 2.03% | Q1 2016 | Q3 2023 | 29 |
Aristotle Capital Management, LLC | 29 | 29 | 0.00% | 1.65% | 2.61% | Q1 2016 | Q1 2023 | 29 |
Lido Advisors, LLC | 22 | 1 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 29 |
CAMDEN NATIONAL BANK | 28 | 28 | 1.39% | 1.85% | 2.22% | Q4 2016 | Q3 2023 | 28 |
JNBA Financial Advisors | 20 | 8 | 0.00% | 0.01% | 0.20% | Q3 2016 | Q3 2023 | 28 |
Regent Investment Management LLC | 28 | 28 | 0.17% | 0.34% | 0.65% | Q1 2016 | Q4 2022 | 28 |
TRILLIUM ASSET MANAGEMENT, LLC | 17 | 11 | 0.01% | 0.42% | 1.33% | Q1 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.01% | 0.17% | 0.68% | Q4 2016 | Q3 2023 | 28 |
CAPITAL INTERNATIONAL LTD /CA/ | 28 | 28 | 0.41% | 0.89% | 1.47% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Morris Capital Advisors, LLC | 28 | 28 | 1.83% | 2.75% | 3.94% | Q4 2015 | Q3 2022 | 28 |
Glenview Trust Co | 28 | 28 | 0.03% | 0.15% | 0.60% | Q4 2016 | Q3 2023 | 28 |
BAR HARBOR WEALTH MANAGEMENT | 16 | 12 | 0.02% | 0.10% | 0.38% | Q1 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.10% | 0.15% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Capital International Sarl | 28 | 28 | 0.19% | 0.45% | 1.17% | Q4 2016 | Q3 2023 | 28 |
Capital World Investors | 28 | 28 | 0.25% | 0.47% | 0.78% | Q4 2016 | Q3 2023 | 28 |
DELTA ASSET MANAGEMENT LLC/TN | 24 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.10% | 0.14% | 0.19% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.07% | 0.12% | 0.31% | Q4 2016 | Q3 2023 | 28 |
TRUST CO OF VIRGINIA /VA | 19 | 1 | 0.03% | 0.87% | 1.65% | Q2 2016 | Q3 2023 | 28 |
HUNTINGTON NATIONAL BANK | 25 | 3 | 0.02% | 0.61% | 0.88% | Q3 2016 | Q3 2023 | 28 |
GOFEN & GLOSSBERG LLC /IL/ | 28 | 28 | 0.15% | 0.29% | 0.36% | Q1 2016 | Q4 2022 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.41% | 0.68% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.08% | 0.19% | 0.44% | Q4 2016 | Q3 2023 | 28 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.14% | 0.18% | 0.25% | Q4 2016 | Q3 2023 | 28 |
NORGES BANK | 28 | 28 | 0.02% | 0.12% | 0.18% | Q1 2016 | Q4 2022 | 28 |
Radnor Capital Management, LLC | 28 | 28 | 0.83% | 1.34% | 2.35% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Capital International Investors | 28 | 28 | 0.49% | 1.08% | 1.54% | Q4 2016 | Q3 2023 | 28 |
COMERICA BANK | 28 | 28 | 0.14% | 0.19% | 0.25% | Q1 2016 | Q4 2022 | 28 |
LINCOLN NATIONAL CORP | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Berkeley Capital Partners, LLC | 18 | 1 | 0.11% | 0.23% | 0.63% | Q1 2016 | Q3 2023 | 28 |
Balentine LLC | 20 | 1 | 0.00% | 0.02% | 0.13% | Q2 2016 | Q3 2023 | 28 |
Capital International, Inc./CA/ | 28 | 28 | 0.39% | 0.66% | 0.95% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.09% | 0.13% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.24% | 0.43% | 0.68% | Q1 2016 | Q4 2022 | 28 |
Saturna Capital CORP | 27 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 28 |
Summit Global Investments | 28 | 28 | 0.03% | 0.36% | 2.19% | Q4 2016 | Q3 2023 | 28 |
Asset Dedication, LLC | 17 | 11 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.16% | 0.22% | 0.28% | Q4 2016 | Q3 2023 | 28 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q2 2023 | 27 |
EATON VANCE MANAGEMENT | 27 | 27 | 0.06% | 0.36% | 1.03% | Q1 2016 | Q3 2022 | 27 |
BOWEN HANES & CO INC | 27 | 27 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.06% | 0.14% | 0.29% | Q4 2016 | Q3 2023 | 27 |
FOUNDATION RESOURCE MANAGEMENT INC | 15 | 12 | 0.05% | 0.08% | 0.15% | Q2 2016 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 27 | 27 | 0.04% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Andra AP-fonden | 9 | 2 | 0.15% | 0.27% | 0.52% | Q1 2016 | Q3 2023 | 27 |
Sky Investment Group LLC | 27 | 27 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q3 2023 | 27 |
REGENTATLANTIC CAPITAL LLC | 27 | 27 | 0.10% | 0.23% | 0.39% | Q1 2016 | Q3 2022 | 27 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 25 | 2 | 5.07% | 6.80% | 8.81% | Q4 2016 | Q3 2023 | 27 |
DODGE & COX | 18 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 27 |
MUFG Americas Holdings Corp | 27 | 27 | 0.05% | 0.17% | 0.40% | Q1 2016 | Q3 2022 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.03% | 0.17% | 0.27% | Q1 2017 | Q3 2023 | 27 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 27 | 27 | 0.03% | 0.63% | 2.37% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.29% | 0.37% | 0.49% | Q1 2017 | Q3 2023 | 27 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 19 | 8 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2022 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
BECKER CAPITAL MANAGEMENT INC | 23 | 4 | 0.01% | 0.44% | 0.84% | Q1 2016 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.03% | 0.11% | Q4 2016 | Q2 2023 | 27 |
Bowling Portfolio Management LLC | 27 | 27 | 0.11% | 0.30% | 0.59% | Q1 2016 | Q3 2022 | 27 |
CYPRESS CAPITAL MANAGEMENT LLC | 27 | 27 | 0.04% | 0.06% | 0.09% | Q1 2016 | Q3 2022 | 27 |
Russell Investments Group, Ltd. | 22 | 5 | 0.12% | 0.20% | 0.29% | Q4 2016 | Q3 2023 | 27 |
AGF INVESTMENTS INC. | 27 | 27 | 0.60% | 1.67% | 2.62% | Q1 2016 | Q3 2022 | 27 |
DekaBank Deutsche Girozentrale | 16 | 2 | 0.03% | 0.11% | 0.23% | Q1 2016 | Q3 2023 | 27 |
Plancorp, LLC | 15 | 12 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 27 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 27 | 27 | 1.63% | 3.42% | 4.26% | Q1 2017 | Q3 2023 | 27 |
Advocacy Wealth Management Services, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2022 | 27 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.09% | 0.17% | 0.29% | Q2 2017 | Q3 2023 | 26 |
PATTEN & PATTEN INC/TN | 25 | 1 | 0.02% | 0.06% | 0.10% | Q3 2016 | Q2 2023 | 26 |
Citizens Business Bank | 26 | 26 | 0.13% | 0.22% | 0.46% | Q1 2016 | Q2 2022 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.23% | 0.33% | 0.47% | Q2 2017 | Q3 2023 | 26 |
E&G Advisors, LP | 24 | 2 | 0.08% | 0.15% | 0.25% | Q1 2017 | Q3 2023 | 26 |
Avior Wealth Management, LLC | 25 | 1 | 0.00% | 0.10% | 0.21% | Q4 2016 | Q3 2023 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 14 | 12 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.11% | 0.15% | 0.22% | Q3 2016 | Q3 2023 | 26 |
QUADRANT CAPITAL GROUP LLC | 26 | 26 | 0.02% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Cribstone Capital Management, LLC | 26 | 26 | 0.00% | 0.06% | 0.18% | Q2 2016 | Q3 2022 | 26 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 26 | 26 | 0.16% | 1.22% | 2.08% | Q2 2017 | Q3 2023 | 26 |
ASSOCIATED BANC-CORP | 18 | 8 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 26 |
ADVISOR PARTNERS LLC | 26 | 26 | 0.12% | 0.22% | 0.38% | Q1 2016 | Q2 2022 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.35% | 0.51% | 0.70% | Q1 2017 | Q3 2023 | 26 |
Reynders McVeigh Capital Management, LLC | 17 | 1 | 0.01% | 0.17% | 0.30% | Q1 2016 | Q3 2023 | 26 |
Ashfield Capital Partners, LLC | 20 | 6 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2022 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.02% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 26 |
COMPTON CAPITAL MANAGEMENT INC /RI | 26 | 26 | 0.13% | 0.22% | 0.29% | Q1 2016 | Q2 2022 | 26 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.09% | 0.53% | Q1 2016 | Q3 2022 | 26 |
Paloma Partners Management Co | 11 | 2 | 0.01% | 0.08% | 0.39% | Q4 2015 | Q2 2022 | 26 |
Tarbox Family Office, Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 26 |
Brandywine Global Investment Management, LLC | 26 | 26 | 0.06% | 0.50% | 1.00% | Q2 2017 | Q3 2023 | 26 |
STOCK YARDS BANK & TRUST CO | 18 | 8 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 26 |
LOOMIS SAYLES & CO L P | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 26 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.01% | 0.08% | 0.53% | Q2 2016 | Q2 2023 | 26 |
Vident Investment Advisory, LLC | 24 | 2 | 0.02% | 0.14% | 0.44% | Q1 2016 | Q2 2023 | 26 |
Sigma Planning Corp | 16 | 10 | 0.01% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 26 |
NICHOLS & PRATT ADVISERS LLP /MA | 18 | 8 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.04% | 0.22% | 0.41% | Q1 2017 | Q3 2023 | 26 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 26 | 26 | 0.07% | 0.20% | 0.32% | Q1 2016 | Q2 2022 | 26 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 25 | 25 | 0.09% | 0.15% | 0.20% | Q1 2016 | Q1 2022 | 25 |
WELCH & FORBES LLC | 21 | 1 | 0.44% | 1.15% | 1.62% | Q1 2016 | Q3 2023 | 25 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.16% | 0.78% | Q4 2017 | Q4 2021 | 25 |
PALLADIUM PARTNERS LLC | 25 | 25 | 0.18% | 0.29% | 0.45% | Q1 2016 | Q1 2022 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.04% | 0.10% | 0.28% | Q3 2017 | Q3 2023 | 25 |
Azimuth Capital Management LLC | 25 | 25 | 0.04% | 0.28% | 1.24% | Q1 2016 | Q1 2022 | 25 |
Roundview Capital LLC | 25 | 25 | 0.07% | 0.16% | 0.42% | Q3 2017 | Q3 2023 | 25 |
ALLSTATE CORP | 20 | 5 | 0.01% | 0.13% | 0.68% | Q1 2016 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Linscomb & Williams, Inc. | 18 | 7 | 0.02% | 0.15% | 0.32% | Q1 2016 | Q3 2023 | 25 |
RMB Capital Management, LLC | 13 | 1 | 0.01% | 0.31% | 0.82% | Q1 2017 | Q3 2023 | 25 |
Proficio Capital Partners LLC | 14 | 11 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 25 |
ACADIAN ASSET MANAGEMENT LLC | 21 | 4 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 25 |
IBM Retirement Fund | 25 | 25 | 0.16% | 0.24% | 0.34% | Q1 2016 | Q1 2022 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.06% | 0.14% | 0.18% | Q4 2016 | Q4 2022 | 25 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 3 | 0.02% | 0.31% | 0.76% | Q3 2016 | Q3 2023 | 25 |
SAGE FINANCIAL GROUP INC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 25 |
Kistler-Tiffany Companies, LLC | 21 | 4 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q2 2023 | 25 |
Legacy Capital Partners, Inc. | 25 | 25 | 0.89% | 1.45% | 1.93% | Q1 2016 | Q1 2022 | 25 |
HM PAYSON & CO | 18 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.08% | 0.26% | 0.49% | Q4 2016 | Q4 2022 | 25 |
CPWM, LLC | 17 | 8 | 0.02% | 0.05% | 0.17% | Q1 2016 | Q3 2022 | 25 |
Waldron Private Wealth LLC | 10 | 6 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 25 |
Heritage Trust Co | 25 | 25 | 0.01% | 0.16% | 0.33% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.09% | 0.16% | 0.24% | Q3 2016 | Q3 2022 | 25 |
PARK AVENUE SECURITIES LLC | 25 | 25 | 0.01% | 0.06% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Calamos Wealth Management LLC | 13 | 12 | 0.03% | 0.27% | 0.77% | Q2 2017 | Q3 2023 | 25 |
HANCOCK WHITNEY CORP | 25 | 25 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
MONETA GROUP INVESTMENT ADVISORS LLC | 19 | 1 | 0.01% | 0.07% | 0.12% | Q4 2015 | Q3 2023 | 25 |
People's United Financial, Inc. | 25 | 25 | 0.06% | 0.36% | 0.79% | Q1 2016 | Q1 2022 | 25 |
AE Wealth Management LLC | 19 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 24 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.07% | 0.48% | Q3 2016 | Q3 2023 | 24 |
Unison Advisors LLC | 24 | 24 | 0.28% | 0.65% | 1.02% | Q4 2017 | Q3 2023 | 24 |
FIRST QUADRANT LLC/CA | 24 | 24 | 0.01% | 0.20% | 0.73% | Q1 2016 | Q4 2021 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
MOODY LYNN & LIEBERSON, LLC | 17 | 7 | 0.02% | 0.70% | 1.58% | Q1 2016 | Q3 2023 | 24 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 16 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q4 2022 | 24 |
ABNER HERRMAN & BROCK LLC | 15 | 9 | 0.03% | 0.79% | 2.58% | Q2 2016 | Q3 2023 | 24 |
AMERICAN FINANCIAL GROUP INC | 24 | 24 | 0.94% | 1.90% | 5.60% | Q1 2016 | Q4 2021 | 24 |
MARTINGALE ASSET MANAGEMENT L P | 15 | 9 | 0.01% | 0.21% | 0.76% | Q4 2016 | Q3 2023 | 24 |
DF DENT & CO INC | 23 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 24 |
SKBA CAPITAL MANAGEMENT LLC | 13 | 11 | 0.47% | 1.97% | 2.95% | Q1 2016 | Q1 2023 | 24 |
QCI ASSET MANAGEMENT INC/NY | 24 | 24 | 0.02% | 1.44% | 1.88% | Q4 2015 | Q3 2021 | 24 |
EVERMAY WEALTH MANAGEMENT LLC | 14 | 10 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 24 |
BerganKDV Wealth Management, LLC | 24 | 24 | 0.06% | 0.33% | 0.67% | Q3 2017 | Q2 2023 | 24 |
FIRST CITIZENS BANK & TRUST CO | 12 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TDAM USA INC. | 24 | 24 | 0.09% | 0.31% | 0.52% | Q1 2016 | Q4 2021 | 24 |
Glassman Wealth Services | 23 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.03% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Valeo Financial Advisors, LLC | 15 | 9 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.06% | 0.13% | 0.22% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.07% | 0.14% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.12% | 0.17% | 0.24% | Q4 2017 | Q3 2023 | 24 |
STEINBERG ASSET MANAGEMENT LLC | 12 | 12 | 0.07% | 0.22% | 0.36% | Q1 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.85% | 1.28% | 1.86% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
DDD Partners, LLC | 24 | 24 | 2.23% | 3.03% | 3.78% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.04% | 0.11% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Weil Company, Inc. | 24 | 24 | 1.11% | 1.51% | 2.15% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.18% | 0.23% | 0.30% | Q4 2017 | Q3 2023 | 24 |
HOWE & RUSLING INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 24 |
New Potomac Partners, LLC | 24 | 24 | 1.07% | 1.49% | 1.93% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.00% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 1.47% | 1.79% | 2.25% | Q4 2017 | Q3 2023 | 24 |
REILLY FINANCIAL ADVISORS, LLC | 24 | 24 | 1.02% | 1.43% | 1.91% | Q1 2016 | Q4 2021 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.16% | 0.62% | 1.14% | Q4 2017 | Q3 2023 | 24 |
METROPOLITAN LIFE INSURANCE CO/NY | 8 | 1 | 0.12% | 0.17% | 0.23% | Q3 2016 | Q3 2023 | 24 |
Aureus Asset Management, LLC | 24 | 24 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q2 2022 | 24 |
HighPoint Advisor Group LLC | 23 | 1 | 0.10% | 0.14% | 0.18% | Q1 2016 | Q2 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
CULLEN/FROST BANKERS, INC. | 20 | 4 | 0.01% | 0.27% | 0.41% | Q1 2016 | Q3 2023 | 24 |
IMA Wealth, Inc. | 22 | 2 | 0.00% | 0.21% | 2.54% | Q1 2016 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.56% | 0.93% | 1.20% | Q4 2017 | Q3 2023 | 24 |
NUANCE INVESTMENTS, LLC | 19 | 5 | 0.23% | 2.27% | 6.35% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
AGF Investments America Inc. | 24 | 24 | 1.20% | 1.99% | 2.68% | Q2 2016 | Q1 2022 | 24 |
Wolf Group Capital Advisors | 24 | 24 | 0.40% | 1.17% | 2.95% | Q4 2017 | Q3 2023 | 24 |
Veritas Investment Management (UK) Ltd | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
ACG Wealth | 16 | 8 | 0.03% | 0.08% | 0.20% | Q1 2016 | Q3 2022 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2021 | 24 |
ROCKLAND TRUST CO | 14 | 9 | 0.02% | 1.09% | 1.60% | Q2 2016 | Q3 2023 | 23 |
First Personal Financial Services | 16 | 7 | 0.00% | 0.09% | 0.24% | Q1 2016 | Q4 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 23 |
LVW Advisors, LLC | 23 | 23 | 0.60% | 0.71% | 0.85% | Q1 2018 | Q3 2023 | 23 |
Barrett Asset Management, LLC | 12 | 11 | 0.00% | 0.45% | 1.40% | Q1 2016 | Q1 2022 | 23 |
BOSTON FINANCIAL MANGEMENT LLC | 16 | 7 | 0.01% | 0.11% | 0.66% | Q1 2016 | Q3 2023 | 23 |
Bray Capital Advisors | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.05% | 0.27% | 0.51% | Q4 2017 | Q3 2023 | 23 |
PEOPLES FINANCIAL SERVICES CORP. | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2021 | 23 |
Gotham Asset Management, LLC | 11 | 1 | 0.00% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Wellington Shields Capital Management, LLC | 23 | 23 | 0.08% | 0.14% | 0.18% | Q2 2016 | Q4 2021 | 23 |
Homrich & Berg | 23 | 23 | 0.03% | 0.09% | 0.13% | Q1 2016 | Q3 2021 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.05% | 0.24% | 0.74% | Q1 2018 | Q3 2023 | 23 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 23 | 23 | 0.00% | 1.42% | 2.33% | Q1 2018 | Q3 2023 | 23 |
Montecito Bank & Trust | 20 | 1 | 0.12% | 0.15% | 0.21% | Q1 2016 | Q4 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.17% | 0.23% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.14% | 0.48% | 0.97% | Q1 2018 | Q3 2023 | 23 |
Congress Park Capital LLC | 12 | 11 | 0.13% | 0.30% | 0.58% | Q4 2017 | Q3 2023 | 23 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 5 | 0.00% | 0.10% | 0.27% | Q1 2016 | Q3 2023 | 23 |
COLDSTREAM CAPITAL MANAGEMENT INC | 15 | 1 | 0.02% | 0.22% | 0.39% | Q1 2016 | Q3 2023 | 23 |
MARKSTON INTERNATIONAL LLC | 23 | 23 | 0.23% | 0.70% | 1.23% | Q2 2016 | Q4 2021 | 23 |
Slow Capital, Inc. | 21 | 2 | 0.28% | 0.42% | 0.68% | Q4 2017 | Q3 2023 | 23 |
Verdence Capital Advisors LLC | 23 | 23 | 0.56% | 0.85% | 1.40% | Q1 2018 | Q3 2023 | 23 |
WMS Partners, LLC | 8 | 2 | 0.03% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 23 |
PRUDENTIAL PLC | 16 | 7 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 23 |
PEAK6 Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 23 |
World Asset Management Inc | 23 | 23 | 0.17% | 0.21% | 0.24% | Q1 2016 | Q3 2021 | 23 |
Doyle Wealth Management | 23 | 23 | 0.77% | 1.02% | 1.29% | Q1 2017 | Q3 2022 | 23 |
PGGM Investments | 13 | 1 | 0.00% | 0.31% | 0.55% | Q1 2016 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.11% | 0.19% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Broderick Brian C | 23 | 23 | 0.52% | 1.88% | 2.64% | Q1 2016 | Q3 2021 | 23 |
SECURITY NATIONAL TRUST CO | 23 | 23 | 0.45% | 0.88% | 1.13% | Q1 2016 | Q3 2021 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.04% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 23 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.06% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.05% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.47% | 0.63% | 0.77% | Q4 2017 | Q3 2023 | 23 |
Aristotle Atlantic Partners, LLC | 20 | 3 | 0.15% | 0.52% | 1.36% | Q4 2017 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q4 2022 | 23 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.06% | 0.49% | 0.67% | Q1 2014 | Q3 2021 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 19 | 1 | 0.00% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 22 |
FIRST MERCANTILE TRUST CO | 22 | 22 | 0.22% | 0.51% | 1.18% | Q2 2016 | Q3 2021 | 22 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 8 | 0.02% | 0.06% | 0.27% | Q1 2018 | Q3 2023 | 22 |
First American Bank | 9 | 4 | 0.03% | 0.19% | 0.48% | Q1 2016 | Q4 2021 | 22 |
MEEDER ASSET MANAGEMENT INC | 19 | 3 | 0.00% | 0.10% | 0.30% | Q1 2016 | Q3 2023 | 22 |
Kidder Stephen W | 20 | 2 | 0.07% | 2.02% | 2.94% | Q1 2016 | Q3 2023 | 22 |
AMF Tjanstepension AB | 22 | 22 | 0.08% | 0.51% | 0.80% | Q2 2018 | Q3 2023 | 22 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 22 | 22 | 0.00% | 0.27% | 0.44% | Q1 2016 | Q2 2021 | 22 |
AMP Capital Investors Ltd | 16 | 6 | 0.10% | 0.12% | 0.15% | Q1 2016 | Q3 2021 | 22 |
NORTHSTAR INVESTMENT ADVISORS LLC | 22 | 22 | 0.38% | 1.60% | 2.16% | Q1 2016 | Q2 2021 | 22 |
Diligent Investors, LLC | 11 | 2 | 0.06% | 0.14% | 0.24% | Q1 2016 | Q4 2022 | 22 |
Harrington Investments, INC | 22 | 22 | 0.17% | 1.31% | 2.13% | Q3 2017 | Q4 2022 | 22 |
QS Investors, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2021 | 22 |
Avitas Wealth Management LLC | 22 | 22 | 0.29% | 0.68% | 1.52% | Q2 2018 | Q3 2023 | 22 |
Manning & Napier Group, LLC | 22 | 22 | 0.01% | 0.18% | 0.33% | Q4 2017 | Q1 2023 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 22 | 22 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q2 2021 | 22 |
ROBERTS GLORE & CO INC /IL/ | 12 | 1 | 0.08% | 0.11% | 0.15% | Q2 2016 | Q3 2023 | 22 |
TORONTO DOMINION BANK | 20 | 1 | 0.00% | 0.08% | 0.18% | Q1 2016 | Q3 2023 | 22 |
Renaissance Technologies | 13 | 1 | 0.00% | 0.21% | 0.60% | Q1 2016 | Q2 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.04% | 0.20% | Q1 2016 | Q3 2021 | 22 |
SMITH ASSET MANAGEMENT GROUP LP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 22 |
Clean Yield Group | 10 | 3 | 0.01% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 22 |
USCA RIA LLC | 22 | 22 | 0.08% | 0.30% | 0.60% | Q1 2016 | Q2 2021 | 22 |
MARATHON ASSET MANAGEMENT LLP | 22 | 22 | 0.46% | 1.04% | 1.48% | Q1 2016 | Q2 2021 | 22 |
Argent Trust Co | 22 | 22 | 0.07% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 22 |
INVESTMENT PARTNERS, LTD. | 16 | 3 | 0.12% | 0.20% | 0.49% | Q4 2016 | Q3 2022 | 22 |
WESTPAC BANKING CORP | 7 | 1 | 0.00% | 0.20% | 0.47% | Q1 2016 | Q3 2023 | 22 |
Lester Murray Antman dba SimplyRich | 18 | 4 | 0.32% | 0.44% | 0.69% | Q4 2017 | Q3 2023 | 22 |
Clarius Group, LLC | 22 | 22 | 0.03% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 22 | 22 | 1.67% | 2.07% | 2.50% | Q4 2015 | Q1 2021 | 22 |
BP PLC | 22 | 22 | 0.20% | 0.31% | 0.51% | Q1 2016 | Q2 2021 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 0.88% | 1.67% | 2.93% | Q2 2018 | Q3 2023 | 22 |
Andesa Financial Management Inc. | 22 | 22 | 1.07% | 1.93% | 3.28% | Q4 2017 | Q1 2023 | 22 |
Interval Partners, LP | 12 | 1 | 0.08% | 0.51% | 1.33% | Q3 2017 | Q3 2023 | 22 |
Bragg Financial Advisors, Inc | 18 | 1 | 0.01% | 0.16% | 0.47% | Q1 2016 | Q4 2022 | 22 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.03% | 0.28% | Q1 2016 | Q3 2023 | 21 |
Point72 Asset Management, L.P. | 14 | 3 | 0.00% | 0.18% | 0.53% | Q1 2016 | Q3 2023 | 21 |
Point View Wealth Management, Inc. | 21 | 21 | 0.39% | 0.48% | 0.63% | Q4 2015 | Q4 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.03% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 21 |
DELPHI MANAGEMENT INC /MA/ | 15 | 1 | 0.95% | 1.32% | 1.84% | Q1 2016 | Q2 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.31% | 0.55% | 0.81% | Q3 2017 | Q3 2022 | 21 |
Ballast, Inc. | 21 | 21 | 0.17% | 0.26% | 0.38% | Q3 2018 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.10% | 0.22% | 0.33% | Q3 2018 | Q3 2023 | 21 |
COHEN & STEERS, INC. | 16 | 5 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.32% | 0.62% | 1.46% | Q3 2018 | Q3 2023 | 21 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 5 | 0.01% | 0.04% | 0.19% | Q1 2016 | Q3 2023 | 21 |
DEARBORN PARTNERS LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 9 | 0.00% | 0.41% | 1.17% | Q1 2016 | Q3 2023 | 21 |
CENTRAL BANK & TRUST CO | 15 | 1 | 0.00% | 0.11% | 0.79% | Q1 2016 | Q3 2023 | 21 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 21 | 21 | 0.07% | 0.23% | 0.50% | Q4 2015 | Q4 2020 | 21 |
Monte Financial Group, LLC | 12 | 9 | 0.29% | 0.47% | 0.59% | Q4 2017 | Q3 2023 | 21 |
BLUESTEIN R H & CO LLC | 11 | 10 | 0.02% | 1.51% | 2.42% | Q1 2016 | Q3 2022 | 21 |
AMUNDI ASSET MANAGEMENT US, INC. | 21 | 21 | 0.04% | 0.23% | 0.63% | Q1 2016 | Q1 2021 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 0.20% | 0.71% | 1.39% | Q3 2018 | Q3 2023 | 21 |
BARINGS LLC | 11 | 10 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q2 2021 | 21 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 21 | 21 | 0.44% | 0.58% | 0.71% | Q1 2016 | Q1 2021 | 21 |
PRICE MICHAEL F | 21 | 21 | 0.44% | 0.57% | 0.66% | Q2 2016 | Q2 2021 | 21 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 21 | 21 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q1 2021 | 21 |
Csenge Advisory Group | 18 | 3 | 0.05% | 0.09% | 0.11% | Q1 2018 | Q3 2023 | 21 |
NORTHEAST INVESTMENT MANAGEMENT | 18 | 1 | 0.02% | 0.06% | 0.12% | Q1 2016 | Q3 2023 | 21 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 18 | 1 | 0.01% | 0.03% | 0.14% | Q2 2016 | Q4 2022 | 21 |
Penserra Capital Management LLC | 21 | 21 | 0.00% | 0.04% | 0.14% | Q3 2018 | Q3 2023 | 21 |
Fiera Capital Corp | 20 | 1 | 0.00% | 0.07% | 0.19% | Q1 2016 | Q3 2022 | 21 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 13 | 8 | 1.10% | 1.58% | 2.80% | Q2 2016 | Q3 2023 | 21 |
EVERENCE CAPITAL MANAGEMENT INC | 13 | 3 | 0.08% | 0.42% | 0.76% | Q1 2016 | Q3 2023 | 21 |
Alpha Cubed Investments, LLC | 15 | 2 | 0.01% | 0.64% | 2.28% | Q1 2016 | Q3 2023 | 21 |
Horizon Investments, LLC | 20 | 1 | 0.01% | 0.07% | 0.61% | Q2 2017 | Q3 2023 | 21 |
1832 Asset Management L.P. | 11 | 1 | 0.00% | 0.15% | 0.73% | Q1 2016 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 11 | 3 | 0.03% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 20 |
BAINCO INTERNATIONAL INVESTORS | 20 | 20 | 0.51% | 1.35% | 1.77% | Q1 2016 | Q4 2020 | 20 |
Delaney Dennis R | 18 | 1 | 0.18% | 2.13% | 3.07% | Q1 2016 | Q2 2023 | 20 |
ATLAS CAPITAL ADVISORS LLC | 11 | 9 | 0.03% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 20 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.23% | 1.10% | Q1 2016 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.29% | 0.41% | 0.51% | Q1 2016 | Q4 2020 | 20 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q4 2021 | 20 |
Capital Advisors, Ltd. LLC | 13 | 7 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.11% | 0.77% | Q2 2017 | Q3 2023 | 20 |
MASON STREET ADVISORS, LLC | 20 | 20 | 0.14% | 0.20% | 0.24% | Q1 2016 | Q4 2020 | 20 |
CX Institutional | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
NewSquare Capital LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 20 |
Freestone Capital Holdings, LLC | 16 | 2 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q1 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.31% | 0.43% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Aperio Group, LLC | 20 | 20 | 0.10% | 0.30% | 0.50% | Q1 2016 | Q4 2020 | 20 |
Princeton Portfolio Strategies Group LLC | 18 | 2 | 0.05% | 0.25% | 0.52% | Q1 2016 | Q1 2021 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.11% | 0.18% | 0.29% | Q4 2018 | Q3 2023 | 20 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 4 | 0.00% | 0.04% | 0.22% | Q4 2016 | Q3 2023 | 20 |
Ridgewood Investments LLC | 13 | 2 | 0.00% | 0.31% | 0.53% | Q4 2016 | Q2 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.21% | 0.34% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.21% | 0.30% | 0.60% | Q4 2018 | Q3 2023 | 20 |
PineBridge Investments, L.P. | 18 | 2 | 0.04% | 0.28% | 0.82% | Q1 2016 | Q2 2021 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Inscription Capital, LLC | 20 | 20 | 0.06% | 0.22% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Richard Bernstein Advisors LLC | 16 | 4 | 0.02% | 0.22% | 0.48% | Q1 2016 | Q3 2022 | 20 |
Winslow, Evans & Crocker, Inc. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2020 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.14% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Kemper Corp Master Retirement Trust | 20 | 20 | 0.46% | 1.68% | 2.59% | Q1 2016 | Q4 2020 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.86% | 1.14% | 1.78% | Q4 2018 | Q3 2023 | 20 |
ING GROEP NV | 15 | 2 | 0.00% | 0.10% | 0.31% | Q4 2017 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
MITCHELL SINKLER & STARR/PA | 12 | 8 | 0.06% | 0.32% | 0.57% | Q2 2017 | Q3 2023 | 20 |
RENAISSANCE GROUP LLC | 12 | 8 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2022 | 20 |
CI INVESTMENTS INC. | 20 | 20 | 0.03% | 0.15% | 0.34% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.06% | 0.16% | 0.26% | Q4 2017 | Q3 2022 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.02% | 0.11% | 0.30% | Q3 2018 | Q3 2023 | 20 |
PUZO MICHAEL J | 20 | 20 | 0.12% | 2.16% | 2.84% | Q1 2016 | Q4 2020 | 20 |
VAN ECK ASSOCIATES CORP | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.15% | 0.19% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Epoch Investment Partners, Inc. | 13 | 7 | 0.01% | 0.50% | 1.34% | Q1 2016 | Q3 2023 | 20 |
CCM INVESTMENT ADVISERS LLC | 19 | 1 | 0.02% | 1.39% | 2.00% | Q4 2015 | Q3 2023 | 20 |
Burt Wealth Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Dempze Nancy E | 20 | 20 | 0.42% | 2.34% | 2.97% | Q1 2016 | Q4 2020 | 20 |
Achmea Investment Management B.V. | 12 | 2 | 0.01% | 0.17% | 0.46% | Q1 2017 | Q3 2023 | 20 |
NOVARE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.04% | 0.94% | 1.12% | Q1 2016 | Q4 2020 | 20 |
Claro Advisors LLC | 20 | 20 | 0.34% | 0.44% | 0.65% | Q4 2018 | Q3 2023 | 20 |
LCNB CORP | 12 | 7 | 0.12% | 0.17% | 0.30% | Q2 2018 | Q3 2023 | 19 |
CAMBRIDGE TRUST CO | 11 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 19 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 1 | 0.06% | 0.16% | 0.21% | Q1 2016 | Q3 2023 | 19 |
Page Arthur B | 19 | 19 | 0.74% | 2.70% | 3.40% | Q1 2016 | Q3 2020 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Field & Main Bank | 13 | 2 | 0.04% | 0.21% | 0.45% | Q4 2017 | Q3 2023 | 19 |
Buckley Wealth Management, LLC | 16 | 1 | 0.09% | 0.21% | 0.29% | Q4 2017 | Q2 2023 | 19 |
Wealthfront Advisers LLC | 14 | 5 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 19 |
Ledyard National Bank | 19 | 19 | 0.06% | 0.12% | 0.16% | Q1 2016 | Q3 2020 | 19 |
Yorktown Management & Research Co Inc | 11 | 8 | 0.06% | 0.15% | 0.36% | Q1 2016 | Q1 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.12% | 0.79% | Q4 2015 | Q3 2023 | 19 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.16% | 0.29% | 0.38% | Q1 2019 | Q3 2023 | 19 |
IHT Wealth Management, LLC | 7 | 2 | 0.01% | 0.06% | 0.30% | Q4 2016 | Q3 2023 | 19 |
Brown Advisory Securities, LLC | 16 | 1 | 0.00% | 0.10% | 0.19% | Q1 2016 | Q3 2021 | 19 |
CHOREO, LLC | 10 | 2 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 19 |
River Road Asset Management, LLC | 15 | 2 | 0.00% | 0.50% | 1.74% | Q2 2017 | Q3 2023 | 19 |
Cable Hill Partners, LLC | 18 | 1 | 0.02% | 0.07% | 0.13% | Q4 2014 | Q4 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.30% | 0.44% | 0.65% | Q2 2018 | Q4 2022 | 19 |
Diversified Trust Co | 17 | 2 | 0.09% | 0.23% | 0.33% | Q1 2016 | Q4 2023 | 19 |
GAMCO INVESTORS, INC. ET AL | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Polar Capital LLP | 19 | 19 | 0.87% | 1.78% | 2.76% | Q1 2016 | Q3 2020 | 19 |
BTR CAPITAL MANAGEMENT INC | 8 | 1 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q3 2022 | 19 |
Fieldpoint Private Securities, LLC | 11 | 1 | 0.05% | 0.18% | 0.70% | Q1 2017 | Q2 2022 | 19 |
TCW GROUP INC | 19 | 19 | 0.50% | 1.21% | 1.75% | Q1 2016 | Q3 2020 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Wellesley Investment Partners, LLC | 19 | 19 | 0.14% | 0.37% | 0.51% | Q1 2016 | Q3 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q2 2022 | 19 |
Symmetry Partners, LLC | 19 | 19 | 0.03% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 10 | 2 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 19 |
TOWNSQUARE CAPITAL LLC | 19 | 19 | 0.01% | 0.03% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.09% | 0.32% | Q2 2018 | Q3 2023 | 19 |
First Allied Advisory Services, Inc. | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q3 2020 | 19 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 19 | 19 | 0.39% | 1.05% | 2.36% | Q1 2019 | Q3 2023 | 19 |
Copeland Capital Management, LLC | 13 | 6 | 0.00% | 0.04% | 0.38% | Q4 2015 | Q3 2023 | 19 |
ETRADE Capital Management LLC | 19 | 19 | 0.02% | 0.15% | 0.27% | Q1 2016 | Q3 2020 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.13% | 0.23% | Q3 2018 | Q3 2023 | 19 |
Allred Capital Management, LLC | 19 | 19 | 0.12% | 0.21% | 0.32% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Clark Capital Management Group, Inc. | 17 | 2 | 0.01% | 0.71% | 1.32% | Q1 2016 | Q3 2023 | 19 |
WINTRUST INVESTMENTS LLC | 7 | 2 | 0.04% | 0.11% | 0.25% | Q1 2017 | Q3 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.94% | 1.57% | 2.01% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.09% | 0.14% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 19 |
DAGCO, INC. | 19 | 19 | 0.16% | 0.33% | 0.67% | Q4 2018 | Q2 2023 | 19 |
Cohen Klingenstein LLC | 19 | 19 | 0.03% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 19 |
FORT PITT CAPITAL GROUP, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2021 | 18 |
Pinnacle Wealth Planning Services, Inc. | 12 | 6 | 0.05% | 0.12% | 0.25% | Q4 2018 | Q3 2023 | 18 |
Perpetual Ltd | 7 | 1 | 0.01% | 0.06% | 0.52% | Q1 2016 | Q3 2023 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
JARISLOWSKY, FRASER Ltd | 17 | 1 | 0.00% | 0.58% | 0.94% | Q4 2018 | Q3 2023 | 18 |
Security National Bank | 18 | 18 | 0.74% | 1.09% | 1.38% | Q1 2017 | Q2 2021 | 18 |
Sabal Trust CO | 6 | 1 | 0.01% | 1.53% | 2.64% | Q1 2016 | Q3 2023 | 18 |
Chicago Partners Investment Group LLC | 11 | 7 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 18 |
Cordatus Wealth Management LLC | 10 | 4 | 0.37% | 0.86% | 2.17% | Q4 2018 | Q3 2023 | 18 |
WRIGHT INVESTORS SERVICE INC | 12 | 2 | 0.11% | 0.22% | 0.34% | Q1 2016 | Q3 2023 | 18 |
GAMBLE JONES INVESTMENT COUNSEL | 16 | 1 | 0.02% | 0.10% | 0.17% | Q1 2016 | Q4 2022 | 18 |
FC Advisory LLC | 18 | 18 | 0.31% | 0.37% | 0.53% | Q3 2019 | Q4 2023 | 18 |
Sound Income Strategies, LLC | 15 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
CIBC WORLD MARKET INC. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 18 |
Gardiner Nancy B | 18 | 18 | 1.09% | 2.11% | 3.17% | Q1 2016 | Q2 2020 | 18 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 14 | 4 | 0.06% | 0.23% | 0.34% | Q4 2016 | Q4 2023 | 18 |
Elefante Mark B | 18 | 18 | 1.56% | 3.65% | 4.86% | Q1 2016 | Q2 2020 | 18 |
SCOTIA CAPITAL INC. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 18 |
WINTON GROUP Ltd | 10 | 1 | 0.01% | 0.13% | 0.53% | Q2 2016 | Q1 2023 | 18 |
Fayerweather Charles | 18 | 18 | 1.26% | 2.39% | 2.98% | Q1 2016 | Q2 2020 | 18 |
Simmons Bank | 13 | 1 | 0.04% | 0.13% | 0.21% | Q3 2018 | Q3 2023 | 18 |
BOSTON FAMILY OFFICE LLC | 18 | 18 | 0.03% | 0.14% | 0.23% | Q4 2015 | Q1 2020 | 18 |
Lee Financial Co | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 18 |
FinTrust Capital Advisors, LLC | 11 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Hillsdale Investment Management Inc. | 14 | 4 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q4 2022 | 18 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 0.36% | 0.53% | 0.79% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.32% | 0.50% | 0.84% | Q1 2019 | Q2 2023 | 18 |
VICUS CAPITAL | 10 | 8 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 18 |
Qube Research & Technologies Ltd | 7 | 1 | 0.01% | 0.23% | 0.60% | Q1 2018 | Q3 2023 | 18 |
FMA ADVISORY INC | 17 | 1 | 0.34% | 0.47% | 0.64% | Q1 2017 | Q3 2021 | 18 |
FIL Ltd | 16 | 1 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 4 | 0.02% | 0.10% | 0.18% | Q4 2016 | Q4 2022 | 17 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.03% | 0.07% | 0.20% | Q1 2016 | Q1 2023 | 17 |
Financial Gravity Asset Management, Inc. | 9 | 3 | 0.00% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 17 |
RBA Wealth Management, LLC | 9 | 8 | 0.18% | 0.66% | 1.87% | Q1 2019 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.22% | 0.29% | 0.40% | Q3 2019 | Q3 2023 | 17 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 4 | 0.01% | 0.08% | 0.19% | Q2 2016 | Q2 2023 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.03% | 0.08% | 0.32% | Q2 2016 | Q3 2020 | 17 |
Quantitative Investment Management, LLC | 7 | 1 | 0.02% | 0.30% | 0.72% | Q4 2015 | Q2 2023 | 17 |
Sand Hill Global Advisors, LLC | 17 | 17 | 0.29% | 0.44% | 0.56% | Q1 2019 | Q1 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Artisan Partners Limited Partnership | 16 | 1 | 0.01% | 0.10% | 0.13% | Q1 2016 | Q1 2023 | 17 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 17 | 17 | 1.35% | 1.57% | 1.95% | Q3 2019 | Q3 2023 | 17 |
PEAK6 Group LLC | 10 | 10 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q2 2018 | 17 |
MISSION WEALTH MANAGEMENT, LP | 11 | 3 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 17 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q2 2023 | 17 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q2 2022 | 17 |
MetLife Investment Management, LLC | 11 | 1 | 0.15% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 10 | 7 | 0.01% | 0.05% | 0.11% | Q4 2017 | Q3 2023 | 17 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.24% | 1.07% | Q1 2019 | Q3 2023 | 17 |
HighTower Trust Company, N.A. | 8 | 1 | 0.04% | 0.33% | 0.56% | Q1 2016 | Q3 2022 | 17 |
PIEDMONT INVESTMENT ADVISORS INC | 17 | 17 | 0.03% | 0.18% | 0.37% | Q1 2016 | Q1 2020 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q1 2020 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.77% | 0.99% | 1.16% | Q2 2017 | Q2 2021 | 17 |
ROWLANDMILLER & PARTNERS.ADV | 17 | 17 | 1.54% | 1.85% | 2.12% | Q4 2019 | Q4 2023 | 17 |
SPINNAKER TRUST | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Trexquant Investment LP | 4 | 1 | 0.03% | 0.26% | 0.67% | Q3 2016 | Q3 2023 | 17 |
Clearstead Trust, LLC | 9 | 3 | 0.01% | 0.08% | 0.10% | Q2 2017 | Q3 2023 | 17 |
DAVIS CAPITAL PARTNERS, LLC | 17 | 17 | 2.60% | 3.83% | 5.65% | Q2 2018 | Q2 2022 | 17 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.06% | 0.15% | Q3 2016 | Q4 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Legacy Financial Advisors, Inc. | 11 | 6 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 17 |
Stanley-Laman Group, Ltd. | 15 | 2 | 0.04% | 0.17% | 0.26% | Q2 2016 | Q2 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q4 2023 | 17 |
AGF Investments LLC | 7 | 2 | 0.00% | 0.03% | 0.17% | Q1 2017 | Q2 2022 | 17 |
Meristem Family Wealth, LLC | 17 | 17 | 0.06% | 0.11% | 0.15% | Q1 2018 | Q1 2022 | 17 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 17 | 17 | 0.08% | 0.15% | 0.37% | Q3 2019 | Q3 2023 | 17 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 8 | 0.02% | 0.08% | 0.12% | Q4 2016 | Q1 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.03% | 0.05% | 0.10% | Q1 2018 | Q1 2022 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 17 |
Franklin, Parlapiano, Turner & Welch, LLC | 17 | 17 | 0.01% | 1.93% | 2.32% | Q1 2016 | Q1 2020 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 2.26% | 4.81% | 10.24% | Q3 2019 | Q3 2023 | 17 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.84% | 1.05% | 1.32% | Q4 2019 | Q3 2023 | 16 |
DOWLING & YAHNKE LLC | 16 | 16 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q3 2022 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.07% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 1.01% | 1.32% | 1.76% | Q4 2019 | Q3 2023 | 16 |
SEIZERT CAPITAL PARTNERS, LLC | 16 | 16 | 0.01% | 0.17% | 0.53% | Q1 2016 | Q4 2019 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.07% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Aspen Investment Management Inc | 16 | 16 | 0.16% | 0.19% | 0.21% | Q1 2016 | Q4 2019 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.04% | 0.28% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 13 | 3 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Fiduciary Trust Co International of Pennsylvania | 16 | 16 | 0.10% | 0.20% | 0.26% | Q2 2016 | Q1 2020 | 16 |
FIDUCIARY MANAGEMENT INC /WI/ | 16 | 16 | 2.15% | 3.23% | 4.60% | Q3 2018 | Q2 2022 | 16 |
North Star Investment Management Corp. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 16 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 16 | 16 | 0.18% | 0.24% | 0.28% | Q1 2016 | Q4 2019 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.21% | 0.36% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Barry Investment Advisors, LLC | 14 | 1 | 0.06% | 0.68% | 1.00% | Q1 2016 | Q4 2022 | 16 |
HBK Sorce Advisory LLC | 9 | 3 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 16 |
MURPHY CAPITAL MANAGEMENT INC | 9 | 3 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q2 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Bayesian Capital Management, LP | 8 | 1 | 0.06% | 0.23% | 0.62% | Q4 2016 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Torch Wealth Management LLC | 16 | 16 | 1.24% | 1.37% | 1.53% | Q1 2016 | Q4 2019 | 16 |
AMALGAMATED BANK | 9 | 7 | 0.16% | 0.20% | 0.25% | Q1 2016 | Q3 2023 | 16 |
Blackhawk Capital Partners LLC. | 13 | 3 | 0.39% | 0.54% | 0.72% | Q4 2018 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.10% | 0.31% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.01% | 0.09% | 0.28% | Q1 2016 | Q2 2023 | 16 |
abrdn plc | 16 | 16 | 0.07% | 0.11% | 0.16% | Q3 2017 | Q2 2021 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BBVA USA Bancshares, Inc. | 9 | 7 | 0.01% | 0.04% | 0.12% | Q1 2016 | Q1 2021 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.03% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.24% | 0.40% | 0.58% | Q4 2019 | Q3 2023 | 16 |
QVR LLC | 3 | 3 | 0.00% | 0.06% | 0.16% | Q1 2021 | Q3 2022 | 16 |
Sequoia Financial Advisors, LLC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 16 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 16 | 16 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q4 2019 | 16 |
ALTA CAPITAL MANAGEMENT LLC/ | 16 | 16 | 0.01% | 1.05% | 1.88% | Q1 2016 | Q4 2019 | 16 |
Mosaic Family Wealth, LLC | 16 | 16 | 0.03% | 0.07% | 0.11% | Q4 2015 | Q3 2019 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.07% | 1.25% | 1.42% | Q4 2019 | Q3 2023 | 16 |
Providence Capital Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 16 |
Perigon Wealth Management, LLC | 6 | 1 | 0.01% | 0.09% | 0.28% | Q3 2011 | Q3 2023 | 16 |
CYPRESS ASSET MANAGEMENT INC/TX | 16 | 16 | 0.30% | 1.21% | 1.94% | Q1 2016 | Q4 2019 | 16 |
Archford Capital Strategies, LLC | 9 | 7 | 0.00% | 0.40% | 0.56% | Q4 2015 | Q4 2019 | 16 |
Ethic Inc. | 16 | 16 | 0.13% | 0.28% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 16 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2019 | 16 |
Morse Asset Management, Inc | 10 | 2 | 0.07% | 0.35% | 0.73% | Q1 2017 | Q2 2022 | 16 |
LEVIN CAPITAL STRATEGIES, L.P. | 16 | 16 | 0.04% | 1.52% | 3.29% | Q1 2016 | Q4 2019 | 16 |
VIKING GLOBAL INVESTORS LP | 14 | 1 | 0.06% | 1.86% | 3.95% | Q1 2016 | Q2 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 16 |
Strategic Advisors LLC | 9 | 2 | 0.04% | 0.10% | 0.18% | Q2 2017 | Q3 2023 | 16 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Edgestream Partners, L.P. | 7 | 1 | 0.02% | 0.26% | 0.86% | Q3 2016 | Q3 2023 | 16 |
CABOT WEALTH MANAGEMENT INC | 16 | 16 | 0.76% | 1.34% | 1.79% | Q1 2016 | Q4 2019 | 16 |
EULAV Asset Management | 16 | 16 | 0.12% | 0.33% | 0.45% | Q1 2016 | Q4 2019 | 16 |
Ally Financial Inc. | 9 | 1 | 0.14% | 0.29% | 0.64% | Q4 2017 | Q3 2023 | 16 |
FIRST AMERICAN TRUST, FSB | 16 | 16 | 0.42% | 1.01% | 1.69% | Q2 2016 | Q1 2020 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.12% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.62% | 1.45% | 1.90% | Q4 2019 | Q3 2023 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.39% | 0.56% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.15% | 0.27% | 0.40% | Q3 2016 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.04% | 0.05% | 0.08% | Q2 2016 | Q4 2019 | 15 |
TWIN CAPITAL MANAGEMENT INC | 12 | 3 | 0.10% | 0.31% | 0.66% | Q1 2016 | Q3 2023 | 15 |
BOSTON ADVISORS LLC | 15 | 15 | 0.06% | 0.09% | 0.14% | Q1 2016 | Q3 2019 | 15 |
M.D. Sass, Inc. | 15 | 15 | 0.19% | 1.93% | 3.94% | Q1 2016 | Q3 2019 | 15 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.00% | 0.13% | 0.52% | Q1 2016 | Q3 2023 | 15 |
Banco Santander, S.A. | 12 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 15 | 15 | 0.02% | 0.26% | 0.42% | Q4 2015 | Q2 2019 | 15 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 1 | 0.10% | 0.15% | 0.25% | Q2 2018 | Q3 2023 | 15 |
Fisher Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 15 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2019 | 15 |
AMERICAN NATIONAL BANK | 11 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 15 |
SOUND SHORE MANAGEMENT INC /CT/ | 10 | 5 | 1.85% | 2.53% | 3.15% | Q3 2017 | Q2 2021 | 15 |
Ironwood Investment Counsel, LLC | 15 | 15 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.04% | 0.05% | 0.08% | Q1 2016 | Q3 2019 | 15 |
Geller Advisors LLC | 12 | 3 | 0.04% | 0.06% | 0.13% | Q3 2019 | Q3 2023 | 15 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 15 | 15 | 0.62% | 0.77% | 1.20% | Q1 2016 | Q3 2019 | 15 |
BB&T SECURITIES, LLC | 15 | 15 | 0.12% | 0.28% | 0.42% | Q1 2016 | Q3 2019 | 15 |
Keel Point, LLC | 8 | 1 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q3 2023 | 15 |
Marquette Asset Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
SEARLE & CO. | 14 | 1 | 0.18% | 0.21% | 0.23% | Q1 2016 | Q4 2019 | 15 |
MEANS INVESTMENT CO., INC. | 12 | 2 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 15 |
IndexIQ Advisors LLC | 10 | 5 | 0.00% | 0.10% | 0.19% | Q4 2017 | Q1 2022 | 15 |
Dana Investment Advisors, Inc. | 9 | 6 | 0.01% | 0.81% | 1.41% | Q2 2016 | Q3 2023 | 15 |
Welch Group, LLC | 13 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 15 |
Fosun International Ltd | 14 | 1 | 0.01% | 0.11% | 0.26% | Q3 2018 | Q3 2023 | 15 |
FCG ADVISORS, LLC | 9 | 2 | 0.05% | 0.08% | 0.10% | Q2 2016 | Q3 2020 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.07% | 0.16% | 0.27% | Q4 2016 | Q2 2020 | 15 |
MATHER GROUP, LLC. | 15 | 15 | 0.01% | 0.22% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.39% | 0.61% | 0.85% | Q4 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.19% | 0.31% | 0.51% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.47% | 0.68% | 0.92% | Q1 2020 | Q3 2023 | 15 |
MAGNOLIA CAPITAL ADVISORS LLC | 15 | 15 | 0.19% | 0.65% | 2.07% | Q4 2019 | Q2 2023 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.14% | 0.19% | 0.28% | Q4 2019 | Q2 2023 | 15 |
Illinois Municipal Retirement Fund | 14 | 1 | 0.14% | 0.34% | 0.53% | Q4 2019 | Q3 2023 | 15 |
1776 Wealth LLC | 15 | 15 | 0.23% | 0.29% | 0.41% | Q4 2019 | Q2 2023 | 15 |
HARRELL INVESTMENT PARTNERS, LLC | 13 | 2 | 0.90% | 1.39% | 2.09% | Q4 2019 | Q3 2023 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.30% | 0.39% | 0.51% | Q4 2019 | Q3 2023 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.04% | 0.23% | 0.76% | Q1 2016 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.10% | 0.15% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 15 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 15 | 15 | 0.01% | 0.07% | 0.14% | Q1 2016 | Q3 2019 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.08% | 0.19% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Focused Wealth Management, Inc | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q2 2023 | 15 |
Blume Capital Management, Inc. | 11 | 4 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 15 |
Municipal Employees' Retirement System of Michigan | 10 | 5 | 0.04% | 0.13% | 0.21% | Q1 2016 | Q4 2019 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.03% | 0.07% | 0.12% | Q3 2018 | Q1 2023 | 15 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.04% | 0.18% | Q3 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HAMEL ASSOCIATES, INC. | 15 | 15 | 2.08% | 2.55% | 2.97% | Q1 2020 | Q3 2023 | 15 |
Arete Wealth Advisors, LLC | 8 | 2 | 0.02% | 0.07% | 0.15% | Q4 2018 | Q3 2023 | 15 |
Private Ocean, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 15 |
ExodusPoint Capital Management, LP | 7 | 2 | 0.01% | 0.07% | 0.23% | Q2 2019 | Q3 2023 | 15 |
Rossmore Private Capital | 13 | 2 | 0.05% | 0.11% | 0.36% | Q4 2017 | Q3 2023 | 15 |
Mercer Capital Advisers, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2019 | 15 |
Independence Bank of Kentucky | 15 | 15 | 0.01% | 0.14% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Wealthstreet Investment Advisors, LLC | 9 | 6 | 0.02% | 0.07% | 0.27% | Q4 2017 | Q1 2022 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q2 2021 | 15 |
Bryn Mawr Capital Management, LLC | 6 | 1 | 0.05% | 0.15% | 0.31% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
AFFINITY WEALTH MANAGEMENT LLC | 9 | 5 | 0.07% | 0.13% | 0.39% | Q4 2018 | Q2 2022 | 14 |
ProVise Management Group, LLC | 7 | 2 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q4 2021 | 14 |
Trust Asset Management LLC | 13 | 1 | 0.03% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.06% | 0.26% | 0.43% | Q1 2017 | Q2 2020 | 14 |
American Assets Investment Management, LLC | 14 | 14 | 0.43% | 0.56% | 0.64% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
KINGS POINT CAPITAL MANAGEMENT | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 14 |
WEALTHSOURCE PARTNERS, LLC | 10 | 4 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 14 |
AllSquare Wealth Management LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Laffer Tengler Investments, Inc. | 12 | 2 | 0.02% | 0.47% | 0.97% | Q2 2016 | Q3 2023 | 14 |
First Capital Advisors Group, LLC. | 9 | 5 | 0.28% | 0.44% | 0.63% | Q4 2016 | Q2 2023 | 14 |
Aurora Investment Counsel | 14 | 14 | 0.56% | 0.84% | 0.94% | Q1 2019 | Q2 2022 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.06% | 0.14% | 0.24% | Q4 2015 | Q1 2019 | 14 |
Sterling Capital Management LLC | 12 | 2 | 0.01% | 0.22% | 0.62% | Q1 2016 | Q3 2019 | 14 |
AlphaMark Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 14 |
TRUST CO OF TOLEDO NA /OH/ | 9 | 5 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q4 2023 | 14 |
Omnia Family Wealth, LLC | 13 | 1 | 0.09% | 0.11% | 0.16% | Q4 2016 | Q1 2022 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Advisors, Inc. | 14 | 14 | 0.05% | 0.29% | 0.49% | Q1 2016 | Q2 2019 | 14 |
GIRARD PARTNERS LTD. | 13 | 1 | 0.03% | 0.09% | 0.20% | Q1 2016 | Q3 2023 | 14 |
QP WEALTH MANAGEMENT, LLC | 12 | 1 | 0.26% | 0.38% | 0.58% | Q4 2019 | Q3 2023 | 14 |
Westside Investment Management, Inc. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.08% | 0.11% | Q2 2017 | Q3 2020 | 14 |
Intercontinental Wealth Advisors, LLC | 14 | 14 | 0.08% | 0.11% | 0.16% | Q1 2020 | Q2 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.14% | 0.27% | 0.69% | Q4 2019 | Q3 2023 | 14 |
NuWave Investment Management, LLC | 5 | 1 | 0.00% | 0.63% | 1.81% | Q4 2017 | Q2 2022 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.02% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 14 |
Sicart Associates LLC | 14 | 14 | 0.09% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Teza Capital Management LLC | 3 | 1 | 0.14% | 0.46% | 1.68% | Q4 2017 | Q3 2023 | 14 |
CHEMICAL BANK | 14 | 14 | 0.12% | 0.14% | 0.15% | Q1 2016 | Q2 2019 | 14 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 8 | 6 | 0.05% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 14 |
GILDER GAGNON HOWE & CO LLC | 14 | 14 | 0.08% | 0.19% | 0.36% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q1 2022 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 3 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q4 2023 | 14 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.13% | 0.24% | Q4 2016 | Q2 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Roble, Belko & Company, Inc | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Meiji Yasuda Life Insurance Co | 6 | 4 | 0.01% | 0.10% | 0.42% | Q1 2016 | Q3 2023 | 14 |
First City Capital Management, Inc. | 14 | 14 | 0.11% | 0.26% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Edgewood Management | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 14 |
OneDigital Investment Advisors LLC | 12 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 14 |
COMMONWEALTH BANK OF AUSTRALIA | 14 | 14 | 0.05% | 0.06% | 0.08% | Q1 2016 | Q2 2019 | 14 |
XPONANCE, INC. | 14 | 14 | 0.05% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Jaffetilchin Investment Partners, LLC | 8 | 1 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 14 |
TOWER BRIDGE ADVISORS | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 14 |
Holloway Wealth Management, LLC | 13 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.05% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CAMBIAR INVESTORS LLC | 14 | 14 | 1.16% | 1.71% | 2.20% | Q2 2020 | Q3 2023 | 14 |
HYMAN CHARLES D | 13 | 13 | 0.09% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
GREENWOOD CAPITAL ASSOCIATES LLC | 8 | 5 | 0.64% | 0.74% | 0.83% | Q1 2016 | Q4 2019 | 13 |
Venturi Wealth Management, LLC | 7 | 1 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 13 |
PZENA INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.00% | 0.04% | 0.11% | Q1 2016 | Q4 2019 | 13 |
TEACHERS ADVISORS, LLC | 13 | 13 | 0.26% | 0.35% | 0.41% | Q1 2016 | Q1 2019 | 13 |
FOSTER DYKEMA CABOT & CO INC/MA | 8 | 5 | 0.02% | 0.28% | 0.72% | Q4 2017 | Q3 2023 | 13 |
HMS Capital Management, LLC | 12 | 1 | 0.04% | 0.81% | 1.56% | Q2 2019 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 12 | 1 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.17% | 0.25% | 0.35% | Q3 2020 | Q3 2023 | 13 |
SALZHAUER MICHAEL | 10 | 1 | 0.08% | 0.11% | 0.17% | Q2 2016 | Q4 2022 | 13 |
J.W. COLE ADVISORS, INC. | 12 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 13 |
Gladstone Institutional Advisory LLC | 10 | 3 | 0.05% | 0.12% | 0.30% | Q2 2019 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 13 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 7 | 6 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q4 2022 | 13 |
PHH Investments, Ltd. | 13 | 13 | 0.27% | 0.37% | 0.53% | Q4 2016 | Q4 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.07% | 0.15% | 0.25% | Q2 2016 | Q2 2019 | 13 |
THOMPSON DAVIS & CO., INC. | 11 | 2 | 0.06% | 0.32% | 1.65% | Q1 2016 | Q3 2023 | 13 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 13 | 13 | 1.94% | 2.06% | 2.25% | Q1 2016 | Q1 2019 | 13 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.24% | 0.37% | 0.48% | Q1 2016 | Q1 2019 | 13 |
Legacy Advisors, LLC | 7 | 1 | 0.00% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 13 |
Capital Research Global Investors | 12 | 1 | 0.02% | 0.08% | 0.28% | Q2 2018 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.04% | 0.13% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Moisand Fitzgerald Tamayo, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 13 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Shorepoint Capital Partners LLC | 9 | 4 | 0.36% | 0.56% | 0.76% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Berkshire Bank | 13 | 13 | 0.69% | 0.99% | 1.28% | Q3 2020 | Q3 2023 | 13 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.15% | 1.09% | Q2 2017 | Q2 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.03% | 0.06% | 0.08% | Q2 2017 | Q2 2020 | 13 |
BANQUE PICTET & CIE SA | 12 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.17% | 0.27% | 0.39% | Q4 2018 | Q4 2021 | 13 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.00% | 0.24% | 0.89% | Q2 2016 | Q3 2023 | 13 |
Convergence Investment Partners, LLC | 12 | 1 | 0.02% | 0.15% | 0.23% | Q1 2018 | Q3 2023 | 13 |
BOYAR ASSET MANAGEMENT INC. | 13 | 13 | 0.22% | 0.38% | 0.68% | Q3 2020 | Q3 2023 | 13 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 9 | 1 | 0.06% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 13 |
Essex Savings Bank | 8 | 5 | 0.07% | 0.11% | 0.14% | Q4 2018 | Q3 2023 | 13 |
NatWest Group plc | 11 | 2 | 0.06% | 0.17% | 0.26% | Q4 2019 | Q1 2023 | 13 |
Stevens First Principles Investment Advisors | 13 | 13 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q2 2019 | 13 |
Goodman Financial Corp | 13 | 13 | 2.72% | 3.15% | 3.50% | Q2 2016 | Q2 2019 | 13 |
TRUE Private Wealth Advisors | 13 | 13 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q4 2020 | 13 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 13 |
First Financial Bank - Trust Division | 10 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2023 | 13 |
AlphaCrest Capital Management LLC | 9 | 4 | 0.02% | 0.18% | 0.49% | Q2 2019 | Q3 2022 | 13 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.17% | 0.43% | Q4 2016 | Q3 2023 | 13 |
COOKSON PEIRCE & CO INC | 9 | 4 | 0.03% | 0.60% | 1.08% | Q1 2016 | Q3 2023 | 13 |
NVWM, LLC | 9 | 1 | 0.00% | 0.09% | 0.34% | Q4 2017 | Q3 2023 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.01% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 13 |
Pictet North America Advisors SA | 12 | 1 | 0.02% | 0.15% | 0.36% | Q4 2019 | Q3 2023 | 13 |
HL FINANCIAL SERVICES LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2019 | 13 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q2 2023 | 13 |
Bridgewater Associates | 7 | 1 | 0.01% | 0.09% | 0.24% | Q3 2017 | Q2 2023 | 13 |
Meridian Wealth Management, LLC | 12 | 1 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 13 |
Knights of Columbus Asset Advisors LLC | 13 | 13 | 0.22% | 1.21% | 1.90% | Q1 2017 | Q1 2020 | 13 |
IEQ CAPITAL, LLC | 11 | 2 | 0.03% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 13 |
Valley Brook Capital Group, Inc. | 12 | 12 | 0.34% | 0.43% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Tidal Investments LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.22% | 0.35% | 0.47% | Q4 2020 | Q3 2023 | 12 |
PhiloSmith Capital Corp | 8 | 4 | 5.61% | 6.28% | 6.71% | Q4 2016 | Q2 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.05% | 0.09% | 0.20% | Q4 2016 | Q3 2019 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.02% | 0.10% | 0.17% | Q2 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.21% | 0.27% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Stuart Chaussee & Associates, Inc. | 12 | 12 | 0.01% | 0.01% | 0.04% | Q1 2017 | Q4 2019 | 12 |
FARMERS TRUST CO | 7 | 5 | 0.08% | 0.77% | 1.40% | Q1 2016 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
WealthShield Partners, LLC | 8 | 1 | 0.04% | 0.16% | 0.26% | Q1 2020 | Q3 2023 | 12 |
Price Wealth, LLC | 12 | 12 | 0.00% | 0.17% | 0.30% | Q4 2017 | Q3 2020 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.25% | 0.29% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.10% | 0.24% | Q1 2016 | Q2 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.40% | 0.63% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Biltmore Family Office, LLC | 11 | 1 | 0.15% | 0.33% | 0.39% | Q4 2017 | Q4 2021 | 12 |
Hunter Perkins Capital Management, LLC | 12 | 12 | 0.58% | 2.10% | 4.19% | Q4 2020 | Q3 2023 | 12 |
Stokes Family Office, LLC | 12 | 12 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.30% | 0.43% | 0.57% | Q4 2020 | Q3 2023 | 12 |
MADISON INVESTMENT HOLDINGS INC | 12 | 12 | 0.15% | 0.23% | 0.31% | Q4 2016 | Q3 2019 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.75% | 1.13% | 1.94% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.04% | 0.07% | 0.16% | Q4 2016 | Q3 2019 | 12 |
EASTERN BANK | 11 | 1 | 0.02% | 0.28% | 1.56% | Q1 2016 | Q2 2019 | 12 |
Valmark Advisers, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Exeter Financial, LLC | 12 | 12 | 0.14% | 0.28% | 0.65% | Q4 2020 | Q3 2023 | 12 |
INTACT INVESTMENT MANAGEMENT INC. | 7 | 5 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2022 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Westover Capital Advisors, LLC | 8 | 4 | 0.12% | 0.27% | 0.36% | Q3 2016 | Q1 2023 | 12 |
Atlantic Union Bankshares Corp | 8 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Kavar Capital Partners, LLC | 12 | 12 | 0.10% | 0.24% | 1.36% | Q1 2017 | Q4 2019 | 12 |
TIEDEMANN ADVISORS, LLC | 7 | 1 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q4 2020 | 12 |
Stillwater Capital Advisors, LLC | 12 | 12 | 2.56% | 3.17% | 3.64% | Q1 2016 | Q4 2018 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q3 2021 | 12 |
CERTUITY, LLC | 7 | 1 | 0.06% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.82% | 1.12% | 1.45% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 1 | 0.03% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.80% | 1.18% | 1.62% | Q4 2020 | Q3 2023 | 12 |
Arjuna Capital | 8 | 1 | 0.10% | 0.34% | 0.85% | Q4 2017 | Q2 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.03% | 0.06% | 0.13% | Q4 2016 | Q3 2019 | 12 |
Johnson Financial Group, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 12 |
LAKE STREET PRIVATE WEALTH, LLC | 8 | 4 | 0.05% | 0.14% | 0.28% | Q2 2019 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.14% | 0.17% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.18% | 0.54% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Heron Bay Capital Management | 12 | 12 | 0.08% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Phoenix Wealth Advisors | 12 | 12 | 0.03% | 1.29% | 3.02% | Q4 2020 | Q3 2023 | 12 |
Key FInancial Inc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.01% | 0.05% | 0.18% | Q1 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.15% | 0.42% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.18% | 0.31% | 0.47% | Q4 2020 | Q3 2023 | 12 |
GoodHaven Capital Management | 12 | 12 | 0.40% | 0.63% | 1.26% | Q4 2020 | Q3 2023 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.00% | 0.12% | 1.42% | Q1 2016 | Q4 2018 | 12 |
LOEB PARTNERS CORP | 12 | 12 | 0.51% | 1.22% | 1.62% | Q1 2016 | Q4 2018 | 12 |
WASHINGTON TRUST BANK | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2019 | 12 |
Northeast Financial Consultants Inc | 4 | 1 | 0.02% | 0.04% | 0.15% | Q1 2016 | Q1 2023 | 12 |
BAHL & GAYNOR INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
RWA WEALTH PARTNERS, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 12 |
Highlander Capital Management, LLC | 10 | 2 | 0.02% | 0.07% | 0.29% | Q2 2016 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.21% | 0.27% | 0.34% | Q4 2020 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 8 | 4 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2020 | 12 |
Main Street Research LLC | 8 | 4 | 0.04% | 0.78% | 2.87% | Q1 2016 | Q3 2023 | 12 |
Aptus Capital Advisors, LLC | 10 | 2 | 0.01% | 0.10% | 0.24% | Q4 2019 | Q3 2023 | 12 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.19% | 0.86% | Q1 2016 | Q3 2023 | 12 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.05% | 0.28% | Q1 2016 | Q1 2022 | 12 |
Osborn Williams & Donohoe LLC | 12 | 12 | 0.04% | 0.10% | 0.20% | Q2 2017 | Q1 2020 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 2 | 0.00% | 0.01% | 0.13% | Q1 2016 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.21% | 0.35% | 0.44% | Q4 2020 | Q3 2023 | 12 |
AAFMAA Wealth Management & Trust LLC | 12 | 12 | 1.82% | 2.42% | 3.14% | Q4 2020 | Q3 2023 | 12 |
STRALEM & CO INC | 12 | 12 | 2.07% | 2.31% | 2.90% | Q1 2016 | Q4 2018 | 12 |
Vest Financial, LLC | 12 | 12 | 1.05% | 1.49% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Truehand, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Columbia Asset Management | 6 | 6 | 0.06% | 0.18% | 0.26% | Q3 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
McQueen, Ball & Associates Inc. | 12 | 12 | 0.34% | 0.40% | 0.45% | Q1 2016 | Q4 2018 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OneAscent Financial Services LLC | 6 | 1 | 0.12% | 0.23% | 0.59% | Q2 2019 | Q4 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CIM INVESTMENT MANAGEMENT INC | 11 | 1 | 0.13% | 0.23% | 0.30% | Q2 2017 | Q3 2023 | 12 |
WealthTrust-Arizona, LLC | 12 | 12 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q4 2018 | 12 |
Grove Bank & Trust | 8 | 4 | 0.03% | 0.09% | 0.21% | Q1 2016 | Q3 2023 | 12 |
Clear Harbor Asset Management, LLC | 11 | 1 | 0.02% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 12 |
Unified Trust Company, N.A. | 12 | 12 | 1.36% | 1.91% | 2.48% | Q4 2018 | Q3 2021 | 12 |
BECK MACK & OLIVER LLC | 12 | 12 | 0.01% | 0.02% | 0.12% | Q1 2016 | Q4 2018 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.17% | 0.20% | 0.27% | Q4 2020 | Q3 2023 | 12 |
CADENCE BANK NA | 7 | 1 | 0.06% | 0.10% | 0.14% | Q2 2016 | Q2 2022 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.09% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 12 |
MATRIX ASSET ADVISORS INC/NY | 12 | 12 | 1.03% | 1.65% | 2.19% | Q1 2016 | Q4 2018 | 12 |
Parcion Private Wealth LLC | 12 | 12 | 0.18% | 0.34% | 0.69% | Q4 2019 | Q3 2022 | 12 |
Family Management Corp | 10 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.03% | 0.07% | 0.21% | Q1 2021 | Q3 2023 | 11 |
Mariner Wealth Advisors-Cincinnati, LLC | 11 | 11 | 0.41% | 0.51% | 0.61% | Q1 2016 | Q3 2018 | 11 |
Spectrum Management Group, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.05% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Whitnell & Co. | 11 | 11 | 0.07% | 0.13% | 0.18% | Q2 2017 | Q4 2019 | 11 |
Arden Trust Co | 11 | 11 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q1 2022 | 11 |
Realta Investment Advisors | 8 | 1 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q2 2023 | 11 |
Liberty Mutual Group Asset Management Inc. | 11 | 11 | 0.05% | 0.12% | 0.18% | Q1 2016 | Q3 2018 | 11 |
Mach-1 Financial Group, LLC | 8 | 3 | 0.00% | 0.25% | 0.89% | Q4 2020 | Q3 2023 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.00% | 0.05% | 0.08% | Q3 2017 | Q1 2020 | 11 |
WEALTHFRONT Corp | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2018 | 11 |
CI Global Investments Inc. | 11 | 11 | 0.81% | 3.50% | 6.15% | Q1 2016 | Q3 2018 | 11 |
Edge Capital Group, LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 11 |
SITTNER & NELSON, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.13% | 0.28% | 0.40% | Q4 2020 | Q2 2023 | 11 |
Point72 Europe (London) LLP | 10 | 1 | 0.33% | 3.18% | 6.31% | Q3 2020 | Q3 2023 | 11 |
9258 Wealth Management, LLC | 10 | 1 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
SlateStone Wealth, LLC | 7 | 4 | 0.06% | 0.15% | 0.62% | Q1 2019 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.01% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 11 |
REDW Wealth LLC | 11 | 11 | 0.18% | 0.50% | 0.78% | Q1 2021 | Q3 2023 | 11 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 9 | 2 | 0.59% | 0.95% | 1.31% | Q1 2016 | Q3 2023 | 11 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 11 |
Randolph Co Inc | 11 | 11 | 3.01% | 3.97% | 5.05% | Q1 2016 | Q3 2018 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.05% | 0.10% | 0.14% | Q4 2018 | Q2 2021 | 11 |
CAPITAL GUARDIAN TRUST CO | 11 | 11 | 0.73% | 0.86% | 1.05% | Q4 2016 | Q2 2019 | 11 |
BENJAMIN EDWARDS INC | 9 | 2 | 0.02% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
CAPITAL ONE, NATIONAL ASSOCIATION | 10 | 1 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q4 2019 | 11 |
Birch Hill Investment Advisors LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2019 | 11 |
Van Hulzen Asset Management, LLC | 8 | 3 | 0.02% | 0.08% | 0.44% | Q4 2019 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.18% | Q3 2016 | Q3 2023 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.08% | 0.09% | 0.13% | Q2 2016 | Q4 2018 | 11 |
Altium Wealth Management LLC | 7 | 4 | 0.03% | 0.12% | 0.22% | Q1 2019 | Q2 2022 | 11 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.02% | 0.22% | 0.65% | Q4 2017 | Q3 2023 | 11 |
ClariVest Asset Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
West Branch Capital LLC | 10 | 1 | 0.04% | 0.13% | 0.92% | Q1 2018 | Q3 2023 | 11 |
First Dallas Securities Inc. | 11 | 11 | 0.15% | 0.22% | 0.29% | Q1 2021 | Q3 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.52% | 1.93% | Q3 2017 | Q2 2023 | 11 |
ARS Investment Partners, LLC | 11 | 11 | 0.18% | 0.26% | 0.36% | Q1 2016 | Q3 2018 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.29% | 0.35% | 0.40% | Q2 2020 | Q4 2022 | 11 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2021 | 11 |
Delphi Private Advisors LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q3 2018 | 11 |
Leisure Capital Management | 4 | 1 | 0.11% | 0.17% | 0.22% | Q1 2017 | Q3 2023 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
PRIMECAP MANAGEMENT CO/CA/ | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2018 | 11 |
Hodges Capital Management Inc. | 11 | 11 | 0.08% | 0.19% | 0.28% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.12% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 11 |
Amundi | 10 | 10 | 0.00% | 0.21% | 0.30% | Q2 2021 | Q3 2023 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.44% | 0.60% | 0.76% | Q1 2020 | Q3 2022 | 11 |
Farmers National Bank | 9 | 2 | 0.21% | 0.32% | 0.44% | Q2 2016 | Q2 2019 | 11 |
GRIMES & COMPANY, INC. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
EAGLE ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.27% | 0.55% | Q2 2019 | Q4 2021 | 11 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.04% | 0.19% | Q4 2018 | Q2 2023 | 11 |
JAMES INVESTMENT RESEARCH INC | 9 | 2 | 0.00% | 0.23% | 0.75% | Q1 2016 | Q2 2020 | 11 |
Bigelow Investment Advisors, LLC | 9 | 1 | 0.12% | 0.20% | 0.40% | Q4 2017 | Q4 2020 | 11 |
Westhampton Capital, LLC | 11 | 11 | 0.28% | 0.42% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Moloney Securities Asset Management, LLC | 9 | 1 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 11 |
Cito Capital Group, LLC | 11 | 11 | 0.22% | 0.28% | 0.36% | Q1 2021 | Q3 2023 | 11 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 5 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2019 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q2 2020 | 11 |
WADE G W & INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
FIRST INTERSTATE BANK | 11 | 11 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q4 2018 | 11 |
AMI INVESTMENT MANAGEMENT INC | 11 | 11 | 0.13% | 0.34% | 0.55% | Q2 2020 | Q4 2022 | 11 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 5 | 2 | 0.02% | 0.12% | 0.27% | Q1 2018 | Q3 2023 | 11 |
BAR HARBOR TRUST SERVICES | 11 | 11 | 0.00% | 0.31% | 0.51% | Q4 2019 | Q2 2022 | 11 |
Grisanti Capital Management LLC | 11 | 11 | 3.45% | 4.90% | 7.12% | Q2 2016 | Q4 2018 | 11 |
Avantax Planning Partners, Inc. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 11 |
Sciencast Management LP | 3 | 1 | 0.14% | 0.48% | 0.98% | Q2 2016 | Q4 2021 | 11 |
CONNABLE OFFICE INC | 6 | 5 | 0.19% | 0.25% | 0.36% | Q2 2017 | Q1 2020 | 11 |
ALERUS FINANCIAL NA | 11 | 11 | 0.03% | 0.34% | 0.77% | Q1 2021 | Q3 2023 | 11 |
BOYS ARNOLD & CO INC | 6 | 5 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q1 2020 | 11 |
Prana Capital Management, LP | 5 | 1 | 0.12% | 2.41% | 7.02% | Q2 2018 | Q2 2023 | 11 |
SYMPHONY ASSET MANAGEMENT LLC | 11 | 11 | 0.14% | 0.28% | 0.41% | Q4 2015 | Q2 2018 | 11 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 6 | 1 | 0.04% | 1.27% | 2.50% | Q2 2017 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 8 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Livforsakringsbolaget Skandia, Omsesidigt | 11 | 11 | 0.20% | 0.33% | 0.39% | Q1 2016 | Q3 2018 | 11 |
Sound Financial Strategies Group, LLC | 5 | 1 | 0.27% | 0.48% | 0.91% | Q4 2019 | Q3 2023 | 11 |
RAND WEALTH, LLC | 11 | 11 | 0.09% | 0.10% | 0.13% | Q1 2016 | Q3 2018 | 11 |
Heritage Wealth Advisors | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.24% | 0.39% | 0.56% | Q3 2021 | Q4 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.03% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Summit Trail Advisors, LLC | 6 | 4 | 0.01% | 0.10% | 0.72% | Q4 2017 | Q3 2023 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q2 2022 | 10 |
EP Wealth Advisors, LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Arlington Partners LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
Zions Bancorporation | 8 | 2 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2018 | 10 |
CATAWBA CAPITAL MANAGEMENT /VA | 10 | 10 | 0.66% | 0.75% | 0.81% | Q1 2016 | Q2 2018 | 10 |
GSB Wealth Management, LLC | 8 | 2 | 0.14% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 10 |
1834 INVESTMENT ADVISORS CO | 3 | 1 | 0.00% | 0.18% | 0.67% | Q4 2016 | Q3 2023 | 10 |
Taylor Wealth Management Partners | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.02% | 0.06% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Eagle Ridge Investment Management | 8 | 2 | 0.03% | 0.41% | 2.01% | Q1 2018 | Q3 2023 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 1 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 10 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.09% | 0.23% | Q4 2020 | Q1 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 4 | 0.06% | 0.13% | 0.36% | Q4 2020 | Q2 2023 | 10 |
HERMES INVESTMENT MANAGEMENT LTD | 10 | 10 | 0.68% | 1.19% | 1.59% | Q1 2016 | Q2 2018 | 10 |
Paradigm Financial Partners, LLC | 6 | 3 | 0.00% | 0.40% | 0.64% | Q4 2018 | Q3 2023 | 10 |
RELIANCE TRUST CO OF DELAWARE | 4 | 1 | 0.06% | 0.10% | 0.19% | Q1 2016 | Q1 2019 | 10 |
Voit & Company, LLC | 7 | 7 | 0.00% | 1.82% | 3.21% | Q4 2018 | Q2 2020 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.06% | 0.35% | 0.93% | Q3 2016 | Q2 2023 | 10 |
Financial & Tax Architects, LLC | 6 | 4 | 0.08% | 0.14% | 0.21% | Q1 2021 | Q3 2023 | 10 |
ASSET ADVISORS CORP | 10 | 10 | 0.24% | 0.72% | 0.84% | Q1 2016 | Q2 2018 | 10 |
Stratos Wealth Advisors, LLC | 10 | 10 | 0.04% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Financial Engines Advisors L.L.C. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 10 |
San Luis Wealth Advisors LLC | 9 | 1 | 0.14% | 0.81% | 2.33% | Q4 2020 | Q3 2023 | 10 |
ALTFEST L J & CO INC | 9 | 1 | 0.03% | 0.50% | 1.08% | Q4 2016 | Q3 2023 | 10 |
X-Square Capital, LLC | 10 | 10 | 0.11% | 0.30% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.03% | 0.10% | 0.16% | Q1 2021 | Q2 2023 | 10 |
Zurich Insurance Group Ltd/FI | 6 | 1 | 0.22% | 0.32% | 0.87% | Q2 2017 | Q3 2023 | 10 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 1 | 0.11% | 0.18% | 0.22% | Q1 2016 | Q2 2020 | 10 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 2 | 0.02% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.09% | 0.48% | Q4 2022 | Q3 2023 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q2 2023 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.00% | 0.06% | 0.08% | Q1 2020 | Q2 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 3 | 0.03% | 0.43% | 1.42% | Q2 2016 | Q3 2019 | 10 |
Avion Wealth | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
DUALITY ADVISERS, LP | 3 | 1 | 0.18% | 0.40% | 0.78% | Q2 2019 | Q2 2023 | 10 |
Atlas Brown,Inc. | 10 | 10 | 0.07% | 0.19% | 0.42% | Q4 2015 | Q1 2018 | 10 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 10 | 10 | 0.58% | 0.79% | 0.98% | Q2 2016 | Q3 2018 | 10 |
EXCALIBUR MANAGEMENT CORP | 7 | 1 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Kore Private Wealth LLC | 4 | 3 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2021 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Cipher Capital LP | 2 | 1 | 0.02% | 0.38% | 1.05% | Q1 2016 | Q2 2023 | 10 |
Baldwin Investment Management, LLC | 10 | 10 | 0.12% | 0.15% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Advisors Capital Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 6 | 2 | 0.08% | 0.34% | 0.92% | Q1 2019 | Q3 2023 | 10 |
NewEdge Wealth, LLC | 7 | 1 | 0.02% | 0.16% | 0.73% | Q4 2020 | Q3 2023 | 10 |
C-J Advisory, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2018 | 10 |
Cornerstone Advisors, LLC | 8 | 2 | 0.04% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 10 | 10 | 0.18% | 0.51% | 0.75% | Q2 2021 | Q3 2023 | 10 |
180 WEALTH ADVISORS, LLC | 10 | 10 | 0.22% | 0.35% | 0.58% | Q4 2017 | Q1 2020 | 10 |
Janney Capital Management LLC | 6 | 1 | 0.02% | 0.48% | 0.65% | Q1 2016 | Q3 2023 | 10 |
AIGEN INVESTMENT MANAGEMENT, LP | 8 | 1 | 0.06% | 0.39% | 0.90% | Q1 2020 | Q2 2023 | 10 |
NEEDELMAN ASSET MANAGEMENT INC | 10 | 10 | 1.95% | 2.55% | 3.04% | Q1 2016 | Q2 2018 | 10 |
Ziegler Capital Management, LLC | 8 | 2 | 0.02% | 0.14% | 0.33% | Q1 2020 | Q3 2023 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 10 |
First Bank & Trust | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.06% | 0.10% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Canvas Wealth Advisors, LLC | 10 | 10 | 0.09% | 0.29% | 0.62% | Q1 2021 | Q2 2023 | 10 |
Bruderman Asset Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.08% | Q1 2016 | Q1 2019 | 10 |
Global X Management CO LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 10 |
ACCIDENT COMPENSATION CORP | 10 | 10 | 0.13% | 0.49% | 0.75% | Q3 2016 | Q4 2018 | 10 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
PREMIER ASSET MANAGEMENT LLC | 10 | 10 | 0.06% | 0.21% | 0.36% | Q3 2020 | Q4 2022 | 10 |
PRIVATE CAPITAL MANAGEMENT LLC | 7 | 2 | 0.29% | 0.34% | 0.40% | Q1 2020 | Q2 2022 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.09% | 0.37% | Q4 2016 | Q3 2023 | 9 |
Centiva Capital, LP | 6 | 3 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 9 |
SOLARIS ASSET MANAGEMENT LLC | 9 | 9 | 1.12% | 2.33% | 2.79% | Q1 2016 | Q1 2018 | 9 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 8 | 1 | 0.01% | 0.10% | 0.50% | Q1 2016 | Q3 2018 | 9 |
Castleview Partners, LLC | 6 | 1 | 0.02% | 0.09% | 0.21% | Q1 2018 | Q3 2023 | 9 |
RFG Advisory, LLC | 5 | 4 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 9 |
Boit C F David | 5 | 4 | 1.81% | 2.06% | 2.39% | Q2 2021 | Q3 2023 | 9 |
ALPS ADVISORS INC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 9 |
Peregrine Asset Advisers, Inc. | 5 | 1 | 0.12% | 0.67% | 2.48% | Q1 2016 | Q1 2022 | 9 |
BENEDICT FINANCIAL ADVISORS INC | 9 | 9 | 1.07% | 1.26% | 1.46% | Q3 2021 | Q3 2023 | 9 |
QUANTUM CAPITAL MANAGEMENT | 9 | 9 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q1 2018 | 9 |
BRIDGES INVESTMENT MANAGEMENT INC | 9 | 9 | 0.03% | 0.11% | 0.17% | Q1 2018 | Q1 2020 | 9 |
Choate Investment Advisors | 7 | 2 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 9 |
FORA Capital, LLC | 3 | 1 | 0.00% | 0.41% | 1.04% | Q4 2019 | Q2 2023 | 9 |
J.Safra Asset Management Corp | 7 | 2 | 0.00% | 0.05% | 0.32% | Q1 2016 | Q3 2023 | 9 |
GUARDIAN CAPITAL LP | 9 | 9 | 0.00% | 0.10% | 0.18% | Q1 2016 | Q1 2018 | 9 |
Ninety One UK Ltd | 9 | 9 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2021 | 9 |
Machina Capital S.A.S. | 5 | 1 | 0.29% | 0.69% | 1.22% | Q4 2019 | Q3 2023 | 9 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 9 | 9 | 0.29% | 0.31% | 0.33% | Q1 2016 | Q1 2018 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
CORNERSTONE ADVISORS INC | 8 | 1 | 0.06% | 0.31% | 0.40% | Q4 2015 | Q1 2019 | 9 |
Horizon Investment Services, LLC | 9 | 9 | 1.17% | 2.21% | 3.11% | Q3 2021 | Q3 2023 | 9 |
Busey Bank | 8 | 1 | 0.00% | 0.04% | 0.05% | Q1 2016 | Q4 2019 | 9 |
IBEX WEALTH ADVISORS | 6 | 1 | 0.13% | 0.32% | 0.60% | Q3 2016 | Q1 2023 | 9 |
ARGENT TRUST Co | 9 | 9 | 0.24% | 0.30% | 0.35% | Q1 2016 | Q1 2018 | 9 |
Daiwa SB Investments Ltd. | 8 | 1 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q3 2018 | 9 |
EQUITABLE TRUST CO | 8 | 1 | 0.02% | 0.53% | 0.64% | Q2 2018 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q1 2022 | 9 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7 | 2 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q1 2023 | 9 |
D'Orazio & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
PhiloSmith Capital Corp | 9 | 9 | 6.34% | 7.14% | 7.66% | Q3 2021 | Q3 2023 | 9 |
DENVER INVESTMENT ADVISORS LLC | 9 | 9 | 0.07% | 0.11% | 0.13% | Q1 2016 | Q1 2018 | 9 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 9 | 9 | 5.11% | 6.79% | 7.82% | Q3 2021 | Q3 2023 | 9 |
Westbourne Investment Advisors, Inc. | 9 | 9 | 0.90% | 1.27% | 1.57% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.05% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.08% | 0.12% | 0.26% | Q3 2019 | Q3 2021 | 9 |
PARTHENON LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
BREMER TRUST NATIONAL ASSOCIATION | 8 | 1 | 0.01% | 0.09% | 0.14% | Q1 2016 | Q4 2018 | 9 |
Regent Peak Wealth Advisors LLC | 4 | 1 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.50% | 1.00% | 1.27% | Q3 2021 | Q3 2023 | 9 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 9 | 9 | 0.28% | 0.31% | 0.33% | Q1 2016 | Q1 2018 | 9 |
Modera Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 9 |
Pearl River Capital, LLC | 3 | 1 | 0.08% | 0.34% | 1.27% | Q3 2020 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
10-15 ASSOCIATES, INC. | 9 | 9 | 2.00% | 2.31% | 2.56% | Q3 2018 | Q3 2020 | 9 |
TIAA, FSB | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2023 | 9 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q1 2017 | 9 |
MAIRS & POWER INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 1.21% | 1.49% | 1.78% | Q4 2020 | Q4 2022 | 9 |
OUTFITTER FINANCIAL LLC | 9 | 9 | 0.37% | 0.43% | 0.49% | Q4 2020 | Q4 2022 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 9 |
TOEWS CORP /ADV | 3 | 1 | 0.08% | 0.46% | 0.82% | Q2 2016 | Q3 2023 | 9 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.05% | 0.32% | 0.55% | Q4 2020 | Q3 2023 | 9 |
Addison Advisors LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 9 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.26% | 1.23% | 1.96% | Q4 2016 | Q4 2022 | 9 |
CFO4Life Group, LLC | 9 | 9 | 0.14% | 0.16% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Summit X, LLC | 9 | 9 | 0.12% | 0.15% | 0.18% | Q1 2018 | Q1 2020 | 9 |
GRATRY & Co LLC | 9 | 9 | 2.02% | 2.79% | 3.58% | Q1 2016 | Q1 2018 | 9 |
Philadelphia Financial Management of San Francisco, LLC | 3 | 1 | 1.57% | 2.50% | 6.28% | Q1 2016 | Q3 2023 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.27% | 0.39% | 0.59% | Q4 2020 | Q1 2023 | 9 |
Windsor Wealth Management, Inc. | 7 | 2 | 0.08% | 0.13% | 0.19% | Q4 2018 | Q1 2022 | 9 |
Avestar Capital, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 9 |
Dakota Wealth Management | 6 | 3 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 9 |
Northstar Group, Inc. | 3 | 1 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 9 |
BESSEMER SECURITIES LLC | 9 | 9 | 0.20% | 0.32% | 0.46% | Q4 2018 | Q4 2020 | 9 |
Quaker Wealth Management, LLC | 9 | 9 | 0.10% | 0.13% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Qtron Investments LLC | 9 | 9 | 0.12% | 0.25% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Allegis Investment Advisors, LLC | 9 | 9 | 0.16% | 0.24% | 0.28% | Q1 2016 | Q1 2018 | 9 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 1 | 0.05% | 0.89% | 2.55% | Q2 2019 | Q3 2023 | 9 |
NorthRock Partners, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 9 |
ARBOR TRUST WEALTH ADVISORS, LLC | 4 | 1 | 0.12% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 9 |
Alphinity Investment Management Pty Ltd | 7 | 2 | 0.01% | 4.02% | 7.28% | Q4 2017 | Q3 2023 | 9 |
Hirtle Callaghan & Co LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q4 2018 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.05% | 0.30% | 0.82% | Q1 2021 | Q1 2023 | 9 |
DCM Advisors, LLC | 8 | 8 | 0.13% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Brookfield Asset Management | 6 | 1 | 0.00% | 0.04% | 0.11% | Q3 2020 | Q2 2023 | 8 |
Roof Eidam Maycock Peralta, LLC | 5 | 3 | 0.35% | 0.52% | 0.76% | Q2 2016 | Q4 2022 | 8 |
Soros Fund Management | 8 | 8 | 0.13% | 0.19% | 0.32% | Q1 2018 | Q4 2019 | 8 |
FARR MILLER & WASHINGTON LLC/DC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2017 | 8 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.00% | 0.19% | 0.72% | Q1 2016 | Q1 2018 | 8 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 1 | 0.06% | 0.13% | 0.35% | Q1 2016 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 8 |
OAKBROOK INVESTMENTS LLC | 4 | 4 | 0.02% | 0.23% | 0.43% | Q1 2016 | Q2 2018 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.20% | 0.51% | 1.00% | Q4 2020 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 8 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.09% | 0.23% | Q4 2017 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 8 |
CIBC BANK USA | 6 | 2 | 0.05% | 0.11% | 0.18% | Q1 2016 | Q4 2019 | 8 |
Hawkins Capital L.P. | 8 | 8 | 1.82% | 3.24% | 6.60% | Q1 2016 | Q4 2017 | 8 |
Virtus Fund Advisers, LLC | 8 | 8 | 0.56% | 0.75% | 1.02% | Q1 2016 | Q4 2017 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.01% | 0.08% | 0.14% | Q3 2017 | Q3 2021 | 8 |
Cypress Capital Group | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
GLG LLC | 8 | 8 | 0.14% | 0.21% | 0.58% | Q1 2016 | Q4 2017 | 8 |
Echo Street Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BRIGHTON JONES LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.06% | 0.09% | Q2 2016 | Q2 2023 | 8 |
Hudson Bay Capital Management LP | 2 | 1 | 0.02% | 0.21% | 0.54% | Q1 2019 | Q1 2023 | 8 |
Baker Avenue Asset Management, LP | 6 | 2 | 0.02% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 8 |
New Jersey Better Educational Savings Trust | 8 | 8 | 0.47% | 0.59% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q4 2022 | 8 |
JOYN Advisors, Inc. | 8 | 8 | 0.01% | 0.05% | 0.07% | Q1 2018 | Q4 2019 | 8 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.03% | 0.16% | Q3 2018 | Q3 2023 | 8 |
Sompo Asset Management Co., Ltd. | 6 | 1 | 0.06% | 0.22% | 0.34% | Q2 2019 | Q3 2023 | 8 |
New England Investment & Retirement Group, Inc. | 8 | 8 | 1.36% | 1.57% | 1.78% | Q1 2016 | Q4 2017 | 8 |
Angeles Investment Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 3 | 0.13% | 0.87% | 3.67% | Q2 2020 | Q3 2022 | 8 |
United Asset Strategies, Inc. | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Frontier Wealth Management LLC | 8 | 8 | 0.04% | 0.27% | 0.50% | Q1 2018 | Q4 2019 | 8 |
Goelzer Investment Management, Inc. | 7 | 1 | 0.02% | 0.08% | 0.11% | Q1 2019 | Q4 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.07% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Lourd Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2019 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.02% | 0.09% | 0.16% | Q4 2017 | Q3 2019 | 8 |
Waverly Advisors, LLC | 6 | 1 | 0.01% | 0.08% | 0.14% | Q3 2016 | Q3 2023 | 8 |
Stearns Financial Services Group | 8 | 8 | 0.09% | 0.11% | 0.15% | Q1 2016 | Q4 2017 | 8 |
Ergoteles LLC | 5 | 1 | 0.01% | 0.18% | 0.65% | Q4 2020 | Q2 2023 | 8 |
RPg Family Wealth Advisory, LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2018 | 8 |
Select Equity Group, L.P. | 7 | 1 | 0.13% | 0.44% | 0.64% | Q1 2017 | Q4 2020 | 8 |
Surevest, LLC | 4 | 4 | 0.00% | 0.46% | 1.01% | Q4 2018 | Q3 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
HGI Capital Management, LLC | 8 | 8 | 0.23% | 0.32% | 0.41% | Q2 2018 | Q1 2020 | 8 |
AHL Partners LLP | 8 | 8 | 0.02% | 0.06% | 0.18% | Q1 2016 | Q4 2017 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.03% | 0.27% | 0.49% | Q4 2021 | Q3 2023 | 8 |
NWAM LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Kovitz Investment Group Partners, LLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q2 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q1 2018 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q4 2020 | 8 |
SpiderRock Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.12% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Lucia Wealth Services, LLC | 6 | 2 | 0.10% | 0.31% | 0.72% | Q4 2017 | Q3 2020 | 8 |
F3Logic, LLC | 6 | 2 | 0.04% | 0.16% | 0.34% | Q1 2020 | Q1 2022 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.57% | 0.77% | 1.05% | Q4 2017 | Q3 2019 | 8 |
Pinion Investment Advisors, LLC | 8 | 8 | 0.41% | 0.55% | 0.63% | Q2 2018 | Q1 2020 | 8 |
Alera Investment Advisors, LLC | 6 | 1 | 0.05% | 0.12% | 0.16% | Q4 2018 | Q4 2022 | 8 |
Hamilton Wealth, LLC | 8 | 8 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Aspire Private Capital, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 8 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.42% | 1.07% | Q3 2020 | Q2 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.35% | 1.50% | Q4 2021 | Q3 2023 | 8 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Graypoint LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Sunflower Bank, N.A. | 7 | 1 | 0.03% | 0.04% | 0.09% | Q2 2020 | Q2 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Axiom Financial Strategies, LLC | 7 | 1 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2022 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 3 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q2 2023 | 8 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 8 | 8 | 0.10% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
OneAscent Wealth Management LLC | 4 | 2 | 0.08% | 0.28% | 0.94% | Q4 2020 | Q1 2023 | 8 |
Kensington Investment Counsel, LLC | 8 | 8 | 0.13% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.28% | 0.39% | 0.58% | Q4 2020 | Q3 2022 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.06% | 0.26% | 0.61% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.22% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.10% | 0.48% | 0.99% | Q4 2020 | Q3 2022 | 8 |
Delos Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.47% | 1.25% | 1.82% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 2.02% | 2.45% | 2.92% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.89% | 0.98% | 1.09% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.46% | 0.53% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 1.46% | 1.74% | 2.04% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.79% | 1.11% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.18% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.17% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.45% | 0.57% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.61% | 1.02% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 0.25% | 0.38% | 0.45% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.20% | 0.36% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Echo45 Advisors LLC | 8 | 8 | 0.19% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.20% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.57% | 0.94% | 1.24% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.12% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.25% | 0.32% | 0.40% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.28% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.73% | 0.81% | 0.93% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 2.57% | 2.89% | 3.21% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.42% | 0.51% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.05% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.41% | 0.44% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Lakeside Advisors, INC. | 8 | 8 | 0.64% | 0.71% | 0.82% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 2.05% | 2.35% | 2.74% | Q4 2021 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.18% | 0.25% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.17% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.64% | 0.86% | 1.08% | Q4 2021 | Q3 2023 | 8 |
BAILARD, INC. | 6 | 2 | 0.04% | 0.19% | 0.30% | Q2 2020 | Q3 2023 | 8 |
INVERNESS COUNSEL LLC /NY/ | 7 | 1 | 0.15% | 1.35% | 1.82% | Q1 2018 | Q1 2020 | 8 |
ROCKEFELLER FINANCIAL SERVICES INC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q1 2016 | Q4 2017 | 8 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 8 | 8 | 0.22% | 0.26% | 0.30% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Horizons Wealth Management | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q4 2023 | 7 |
Gillson Capital LP | 3 | 2 | 0.55% | 2.65% | 4.58% | Q2 2020 | Q2 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.02% | 0.06% | Q4 2019 | Q2 2021 | 7 |
State of Wyoming | 7 | 7 | 0.02% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Dorsey Wright & Associates | 7 | 7 | 0.16% | 0.40% | 0.89% | Q4 2015 | Q2 2017 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Y-Intercept (Hong Kong) Ltd | 5 | 2 | 0.05% | 0.20% | 0.57% | Q1 2021 | Q2 2023 | 7 |
Vontobel Swiss Wealth Advisors AG | 7 | 7 | 0.42% | 0.83% | 1.04% | Q2 2019 | Q4 2020 | 7 |
ENDEAVOUR CAPITAL ADVISORS INC | 4 | 3 | 0.46% | 1.51% | 4.48% | Q1 2016 | Q1 2021 | 7 |
Perpetual Investment Management Ltd | 6 | 1 | 0.03% | 0.66% | 1.26% | Q4 2020 | Q4 2022 | 7 |
SMITH SHELLNUT WILSON LLC /ADV | 7 | 7 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
StrategIQ Financial Group, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.11% | 1.61% | 2.39% | Q1 2022 | Q3 2023 | 7 |
FIRETHORN WEALTH PARTNERS, LLC | 6 | 1 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Geneva Advisors, LLC | 7 | 7 | 0.01% | 0.10% | 0.12% | Q4 2015 | Q2 2017 | 7 |
LSP Investment Advisors, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q4 2017 | Q2 2019 | 7 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.32% | 0.76% | Q3 2020 | Q2 2023 | 7 |
PARK CIRCLE Co | 7 | 7 | 2.25% | 2.40% | 2.61% | Q1 2016 | Q3 2017 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 7 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.27% | 0.33% | 0.40% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Financial Advisors, LLC | 4 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 7 |
M Holdings Securities, Inc. | 5 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q1 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.19% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.56% | 0.75% | 0.97% | Q1 2022 | Q3 2023 | 7 |
Smith, Salley & Associates | 7 | 7 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Artemis Investment Management LLP | 5 | 2 | 0.07% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 7 |
Parkwood LLC | 4 | 3 | 0.04% | 0.21% | 0.42% | Q4 2015 | Q1 2023 | 7 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
FRED ALGER MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 7 |
Nationwide Fund Advisors | 7 | 7 | 0.21% | 0.27% | 0.36% | Q1 2016 | Q3 2017 | 7 |
Employers Holdings, Inc. | 7 | 7 | 0.11% | 0.28% | 0.42% | Q3 2019 | Q1 2021 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
SPC Financial, Inc. | 7 | 7 | 0.32% | 0.36% | 0.40% | Q1 2022 | Q3 2023 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.25% | 0.33% | 0.46% | Q4 2020 | Q2 2022 | 7 |
RAY GERALD L & ASSOCIATES LTD | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2017 | 7 |
Astoria Portfolio Advisors LLC. | 7 | 7 | 0.18% | 0.30% | 0.39% | Q1 2022 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT LTD | 7 | 7 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2021 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2021 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
CLINTON GROUP INC | 5 | 1 | 0.06% | 0.25% | 0.68% | Q1 2016 | Q3 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Advisory Resource Group | 4 | 3 | 0.07% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Peterson Wealth Services | 7 | 7 | 0.26% | 0.46% | 0.59% | Q4 2021 | Q2 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Prime Capital Investment Advisors, LLC | 5 | 2 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 7 |
ETF MANAGERS GROUP, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Lingohr Asset Management GmbH | 5 | 2 | 0.47% | 0.51% | 0.57% | Q4 2016 | Q3 2018 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.12% | 0.41% | Q2 2016 | Q2 2019 | 7 |
Hudock, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 7 |
Buffington Mohr McNeal | 5 | 2 | 0.12% | 0.74% | 1.12% | Q2 2017 | Q2 2023 | 7 |
Hilton Capital Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.15% | Q1 2017 | Q3 2019 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.42% | 0.60% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Veritas Investment Partners (UK) Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
McLean Asset Management Corp | 5 | 2 | 0.08% | 0.10% | 0.17% | Q4 2021 | Q4 2023 | 7 |
Holistic Financial Partners | 3 | 2 | 0.03% | 0.14% | 0.21% | Q4 2017 | Q1 2021 | 7 |
Alpha DNA Investment Management LLC | 5 | 2 | 0.05% | 0.56% | 0.96% | Q4 2020 | Q3 2023 | 7 |
NATIONAL PLANNING CORP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q3 2017 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 7 |
Herold Advisors, Inc. | 7 | 7 | 0.61% | 0.77% | 0.92% | Q1 2022 | Q3 2023 | 7 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 6 | 1 | 0.04% | 0.28% | 0.40% | Q1 2016 | Q4 2017 | 7 |
Riverview Trust Co | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 6 | 1 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Bay Harbor Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 7 |
AIMZ Investment Advisors, LLC | 7 | 7 | 0.12% | 0.20% | 0.26% | Q1 2016 | Q3 2017 | 7 |
Comprehensive Financial Consultants Institutional, Inc. | 7 | 7 | 1.37% | 1.61% | 1.82% | Q1 2022 | Q3 2023 | 7 |
OAKMONT Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 5 | 1 | 0.04% | 0.15% | 0.35% | Q4 2018 | Q2 2023 | 7 |
Landmark Bank | 7 | 7 | 0.59% | 1.49% | 1.94% | Q2 2018 | Q4 2019 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 2 | 0.01% | 0.35% | 0.63% | Q2 2021 | Q3 2023 | 7 |
Majedie Asset Management Ltd | 7 | 7 | 0.37% | 0.45% | 0.54% | Q1 2018 | Q3 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.03% | 0.55% | 0.79% | Q4 2016 | Q2 2018 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.12% | 0.78% | 2.66% | Q4 2018 | Q2 2023 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.06% | 0.23% | 0.39% | Q4 2016 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.11% | 0.17% | Q3 2019 | Q1 2021 | 7 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.08% | 0.19% | 0.45% | Q4 2016 | Q2 2023 | 7 |
Dynamic Capital Management Ltd | 7 | 7 | 0.12% | 0.31% | 0.69% | Q2 2016 | Q4 2017 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 1 | 0.08% | 0.10% | 0.13% | Q4 2017 | Q2 2021 | 7 |
SFMG, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2017 | 7 |
FAIRFIELD, BUSH & CO. | 3 | 1 | 0.04% | 0.08% | 0.13% | Q3 2016 | Q2 2023 | 7 |
GOULD ASSET MANAGEMENT LLC /CA/ | 5 | 1 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q4 2022 | 7 |
SENTINEL ASSET MANAGEMENT, INC. | 7 | 7 | 0.81% | 0.91% | 0.99% | Q1 2016 | Q3 2017 | 7 |
NORWOOD FINANCIAL CORP | 7 | 7 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
JT Stratford LLC | 5 | 2 | 0.10% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 7 |
United Capital Management of KS, Inc. | 6 | 6 | 0.40% | 0.47% | 0.56% | Q3 2018 | Q4 2019 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.02% | 0.27% | 0.71% | Q2 2019 | Q2 2023 | 6 |
Mendel Money Management | 5 | 1 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 6 |
NIPPON LIFE INSURANCE CO | 5 | 1 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2017 | 6 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 6 |
WFG Advisors, LP | 6 | 6 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q2 2017 | 6 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.07% | 0.13% | Q2 2018 | Q2 2020 | 6 |
BURNEY CO/ | 4 | 2 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q3 2023 | 6 |
RE Dickinson Investment Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Sepio Capital, LP | 4 | 2 | 0.04% | 0.34% | 0.56% | Q4 2018 | Q3 2022 | 6 |
Strategic Wealth Partners, Ltd. | 4 | 2 | 0.00% | 0.35% | 0.58% | Q2 2019 | Q1 2023 | 6 |
Independent Portfolio Consultants, Inc. | 6 | 6 | 0.03% | 0.04% | 0.08% | Q1 2016 | Q2 2017 | 6 |
Abbrea Capital, LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 6 |
I.G. INVESTMENT MANAGEMENT, LTD. | 6 | 6 | 0.01% | 0.05% | 0.09% | Q1 2016 | Q2 2017 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
GAM SYSTEMATIC LLP | 4 | 2 | 0.02% | 0.15% | 0.36% | Q1 2016 | Q3 2017 | 6 |
ORRSTOWN FINANCIAL SERVICES INC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2018 | 6 |
Hamilton Capital, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Patriot Wealth Management, Inc. | 6 | 6 | 0.65% | 0.91% | 1.20% | Q3 2017 | Q4 2018 | 6 |
Clarus Wealth Advisors | 6 | 6 | 0.08% | 0.15% | 0.26% | Q2 2018 | Q3 2019 | 6 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.32% | 0.42% | 0.54% | Q1 2016 | Q3 2018 | 6 |
Mayfair Advisory Group, LLC | 4 | 1 | 0.28% | 0.58% | 0.93% | Q1 2020 | Q3 2022 | 6 |
PAYDEN & RYGEL | 6 | 6 | 1.50% | 1.86% | 2.05% | Q1 2022 | Q2 2023 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.06% | 0.09% | 0.16% | Q2 2022 | Q3 2023 | 6 |
ATALANTA SOSNOFF CAPITAL, LLC | 6 | 6 | 0.19% | 0.62% | 1.18% | Q1 2022 | Q2 2023 | 6 |
Rathbones Group PLC | 6 | 6 | 0.00% | 0.50% | 1.23% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Strategic Investment Advisors / MI | 6 | 6 | 0.07% | 0.32% | 0.42% | Q4 2021 | Q1 2023 | 6 |
TLP GROUP LLC | 4 | 1 | 0.02% | 0.10% | 0.18% | Q4 2016 | Q4 2018 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
M&G INVESTMENT MANAGEMENT LTD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Horiko Capital Management LLC | 6 | 6 | 0.79% | 1.33% | 2.51% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.60% | 0.66% | 0.74% | Q2 2022 | Q3 2023 | 6 |
IMPAX ASSET MANAGEMENT LLC | 6 | 6 | 1.57% | 1.69% | 1.87% | Q1 2016 | Q2 2017 | 6 |
Columbia Trust Co 01012016 | 3 | 1 | 0.11% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.33% | 0.72% | 0.98% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Highland Private Wealth Management | 2 | 1 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q3 2022 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Magnus Financial Group LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2022 | 6 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.20% | 0.58% | Q4 2019 | Q3 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.08% | 0.54% | 1.38% | Q3 2016 | Q4 2022 | 6 |
Orbis Allan Gray Ltd | 6 | 6 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 6 |
Phocas Financial Corp. | 4 | 1 | 0.00% | 0.22% | 0.35% | Q1 2016 | Q4 2022 | 6 |
Arabesque Asset Management Ltd | 6 | 6 | 0.81% | 0.95% | 1.08% | Q3 2021 | Q4 2022 | 6 |
SG3 Management, LLC | 3 | 1 | 0.01% | 0.16% | 0.38% | Q4 2016 | Q4 2021 | 6 |
CAPSTONE ASSET MANAGEMENT CO | 6 | 6 | 0.18% | 0.20% | 0.21% | Q1 2016 | Q2 2017 | 6 |
GENESEE VALLEY TRUST CO | 6 | 6 | 0.64% | 0.74% | 0.89% | Q4 2016 | Q1 2018 | 6 |
Kovack Advisors, Inc. | 5 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q2 2020 | 6 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
VeraBank, N.A. | 4 | 2 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 6 |
CARILLON TOWER ADVISERS, INC. | 6 | 6 | 0.10% | 0.13% | 0.20% | Q3 2019 | Q4 2020 | 6 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 6 |
Salient Capital Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 6 |
FIELDPOINT PRIVATE ADVISORS, INC | 6 | 6 | 0.51% | 0.89% | 2.26% | Q4 2015 | Q1 2017 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 2 | 0.02% | 0.17% | 0.52% | Q4 2020 | Q3 2022 | 6 |
TUCKER ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Virtu KCG Holdings LLC | 6 | 6 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q2 2017 | 6 |
First National Advisers, LLC | 6 | 6 | 0.88% | 1.16% | 1.39% | Q2 2022 | Q3 2023 | 6 |
RGT Wealth Advisors, LLC | 4 | 2 | 0.16% | 0.21% | 0.26% | Q3 2016 | Q1 2018 | 6 |
NorthCoast Asset Management LLC | 3 | 3 | 0.03% | 0.12% | 0.23% | Q2 2017 | Q3 2021 | 6 |
Martin Investment Management, LLC | 6 | 6 | 0.17% | 1.36% | 2.12% | Q1 2016 | Q2 2017 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 1.16% | 1.45% | 1.74% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Atwater Malick LLC | 2 | 1 | 0.01% | 0.11% | 0.19% | Q3 2019 | Q2 2022 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.24% | 0.33% | 0.44% | Q2 2022 | Q3 2023 | 6 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 6 | 6 | 0.09% | 0.12% | 0.19% | Q1 2016 | Q2 2017 | 6 |
British Airways Pensions Investment Management Ltd | 4 | 2 | 0.57% | 0.78% | 1.05% | Q2 2016 | Q1 2021 | 6 |
Czech National Bank | 6 | 6 | 0.22% | 0.24% | 0.28% | Q3 2022 | Q4 2023 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 0.24% | 0.44% | 0.58% | Q1 2016 | Q2 2017 | 6 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 6 | 0.00% | 0.22% | 0.77% | Q1 2016 | Q2 2017 | 6 |
INTRUST BANK NA | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2016 | Q2 2017 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.39% | 0.46% | 0.50% | Q3 2016 | Q4 2017 | 6 |
JACKSON SQUARE CAPITAL, LLC | 4 | 2 | 0.00% | 0.73% | 2.45% | Q4 2019 | Q3 2023 | 6 |
Arthur Zaske & Associates, LLC | 6 | 6 | 0.21% | 0.30% | 0.40% | Q3 2016 | Q4 2017 | 6 |
Standard Family Office LLC | 3 | 1 | 0.03% | 0.48% | 1.60% | Q4 2020 | Q3 2022 | 6 |
NEIRG Wealth Management, LLC | 6 | 6 | 0.40% | 0.48% | 0.58% | Q1 2022 | Q2 2023 | 6 |
HARRIS ASSOCIATES L P | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 6 |
Candriam S.C.A. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 6 |
Stillwater Investment Management, L.P. | 5 | 5 | 4.84% | 6.10% | 9.44% | Q1 2016 | Q1 2017 | 6 |
tru Independence LLC | 5 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q2 2021 | 6 |
Benson Investment Management Company, Inc. | 6 | 6 | 1.82% | 2.08% | 2.36% | Q4 2016 | Q1 2018 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.01% | 0.23% | 1.13% | Q1 2021 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Clarus Group, Inc. | 4 | 2 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 6 |
Cinctive Capital Management LP | 3 | 3 | 0.10% | 0.40% | 0.78% | Q3 2020 | Q3 2023 | 6 |
Garde Capital, Inc. | 6 | 6 | 0.14% | 0.16% | 0.18% | Q3 2017 | Q4 2018 | 6 |
Capital Investment Advisory Services, LLC | 6 | 6 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q1 2020 | 6 |
First Heartland Consultants, Inc. | 6 | 6 | 0.03% | 0.07% | 0.09% | Q2 2016 | Q3 2017 | 6 |
PDS Planning, Inc | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Exchange Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Kiwi Wealth Investments Limited Partnership | 6 | 6 | 0.09% | 0.40% | 0.94% | Q1 2022 | Q2 2023 | 6 |
Syntal Capital Partners, LLC | 5 | 1 | 0.05% | 0.34% | 0.63% | Q4 2016 | Q1 2022 | 6 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 6 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.28% | 0.33% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Partnervest Advisory Services LLC | 6 | 6 | 0.16% | 0.17% | 0.19% | Q1 2016 | Q2 2017 | 6 |
Paragon Capital Management Ltd | 2 | 1 | 0.02% | 0.10% | 0.14% | Q4 2017 | Q4 2021 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q4 2018 | 5 |
Krane Funds Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Stevard, LLC | 5 | 5 | 0.13% | 0.21% | 0.29% | Q4 2019 | Q4 2020 | 5 |
Laurel Wealth Advisors, Inc. | 3 | 2 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2022 | 5 |
Strong Tower Advisory Services | 5 | 5 | 0.60% | 0.66% | 0.71% | Q3 2021 | Q3 2022 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.13% | 0.49% | 0.80% | Q4 2020 | Q4 2022 | 5 |
Integrated Wealth Management | 5 | 5 | 0.11% | 0.13% | 0.16% | Q1 2016 | Q1 2017 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Broadleaf Partners, LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Covenant Partners, LLC | 5 | 5 | 0.47% | 0.58% | 0.66% | Q1 2019 | Q1 2020 | 5 |
Armbruster Capital Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 5 |
JANUS HENDERSON INVESTORS US LLC | 5 | 5 | 0.02% | 0.06% | 0.08% | Q1 2016 | Q1 2017 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
PagnatoKarp Partners LLC | 3 | 1 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q4 2019 | 5 |
Elgethun Capital Management | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Consolidated Planning Corp | 5 | 5 | 0.68% | 0.89% | 1.04% | Q2 2022 | Q2 2023 | 5 |
BOK Financial Private Wealth, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Port Capital LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q4 2018 | 5 |
CHEMUNG CANAL TRUST CO | 5 | 5 | 0.17% | 0.18% | 0.20% | Q1 2019 | Q1 2020 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.84% | 0.95% | 1.27% | Q4 2019 | Q3 2022 | 5 |
Single Point Partners, LLC | 5 | 5 | 0.06% | 0.13% | 0.38% | Q2 2022 | Q2 2023 | 5 |
AXS Investments LLC | 5 | 5 | 0.01% | 0.16% | 0.38% | Q2 2022 | Q2 2023 | 5 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
US Asset Management LLC | 2 | 1 | 0.14% | 0.17% | 0.20% | Q3 2021 | Q1 2023 | 5 |
Amtrust Financial Services, Inc. | 5 | 5 | 0.21% | 1.37% | 2.50% | Q4 2016 | Q4 2017 | 5 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2021 | 5 |
Benin Management CORP | 5 | 5 | 0.09% | 0.12% | 0.14% | Q1 2016 | Q1 2017 | 5 |
ALPHA WINDWARD LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Knott David M Jr | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
FSI GROUP, LLC | 5 | 5 | 0.75% | 1.24% | 1.69% | Q4 2016 | Q4 2017 | 5 |
Karp Capital Management Corp | 5 | 5 | 0.40% | 1.21% | 1.56% | Q2 2016 | Q2 2017 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2019 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Davis Asset Management, L.P. | 5 | 5 | 4.79% | 5.32% | 5.61% | Q3 2022 | Q3 2023 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.01% | 0.33% | 0.61% | Q2 2016 | Q1 2021 | 5 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.48% | 0.57% | 0.62% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.39% | 0.47% | 0.54% | Q3 2022 | Q3 2023 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 5 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q1 2017 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.44% | 0.53% | 0.58% | Q4 2018 | Q4 2019 | 5 |
Axiom Investment Management LLC | 3 | 1 | 0.02% | 0.09% | 0.11% | Q4 2018 | Q3 2022 | 5 |
Bickling Financial Services, Inc. | 5 | 5 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 5 |
NIXON PEABODY TRUST CO | 3 | 2 | 0.12% | 0.15% | 0.20% | Q1 2016 | Q4 2019 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q4 2022 | 5 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.15% | 0.16% | 0.16% | Q3 2021 | Q4 2022 | 5 |
Centerpoint Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 5 |
ASPIRIANT, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Barber Financial Group, Inc. | 5 | 5 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q1 2023 | 5 |
Schneider Downs Wealth Management Advisors, LP | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2017 | Q1 2018 | 5 |
Farmers & Merchants Trust Co of Long Beach | 5 | 5 | 0.13% | 0.14% | 0.15% | Q4 2018 | Q4 2019 | 5 |
6 Meridian | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Vantage Consulting Group Inc | 4 | 1 | 0.01% | 0.08% | 0.12% | Q4 2020 | Q3 2022 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.01% | 0.09% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Endowment Wealth Management, Inc. | 5 | 5 | 0.20% | 0.26% | 0.28% | Q4 2021 | Q4 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Crestwood Advisors Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.15% | 0.29% | 0.46% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q4 2017 | 5 |
PATRON PARTNERS, LLC | 4 | 1 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
EDGE ASSET MANAGEMENT, INC | 5 | 5 | 1.53% | 1.69% | 1.86% | Q1 2016 | Q1 2017 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.19% | 0.21% | 0.25% | Q4 2022 | Q4 2023 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
ADVISORY RESEARCH INC | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2023 | 5 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.32% | 0.94% | 1.97% | Q1 2016 | Q4 2022 | 5 |
Selective Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Canton Hathaway, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2020 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.28% | 0.31% | 0.35% | Q4 2018 | Q4 2019 | 5 |
GoalVest Advisory LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 5 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 1 | 0.54% | 0.62% | 0.67% | Q3 2016 | Q3 2018 | 5 |
Cypress Wealth Advisors LLC | 5 | 5 | 0.27% | 0.30% | 0.33% | Q1 2016 | Q1 2017 | 5 |
STONERIDGE INVESTMENT PARTNERS LLC | 5 | 5 | 0.68% | 1.30% | 1.66% | Q3 2022 | Q3 2023 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.13% | 2.30% | 9.94% | Q1 2016 | Q1 2023 | 5 |
Semper Augustus Investments Group | 5 | 5 | 0.51% | 0.57% | 0.61% | Q1 2016 | Q1 2017 | 5 |
CONNORS INVESTOR SERVICES INC | 5 | 5 | 1.48% | 1.69% | 1.94% | Q3 2022 | Q3 2023 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.34% | 0.46% | Q3 2018 | Q4 2019 | 5 |
ROOSEVELT INVESTMENT GROUP LLC | 5 | 5 | 0.02% | 0.20% | 0.26% | Q1 2017 | Q1 2018 | 5 |
Parasol Investment Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q1 2017 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.19% | 0.33% | 0.46% | Q3 2017 | Q1 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
MEITAV INVESTMENT HOUSE LTD | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Apexium Financial, LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Concorde Financial Corp | 5 | 5 | 0.96% | 1.69% | 2.44% | Q3 2022 | Q3 2023 | 5 |
DENALI ADVISORS LLC | 3 | 1 | 0.01% | 1.05% | 2.11% | Q3 2017 | Q3 2021 | 5 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.09% | 0.26% | Q3 2017 | Q1 2020 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Lavaca Capital LLC | 3 | 2 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q3 2020 | 5 |
SAXON INTERESTS, INC. | 5 | 5 | 0.42% | 0.51% | 0.57% | Q2 2022 | Q2 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.00% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 5 |
Strategic Global Advisors, LLC | 5 | 5 | 0.10% | 0.16% | 0.21% | Q1 2016 | Q1 2017 | 5 |
Shay Capital LLC | 4 | 1 | 0.21% | 0.31% | 0.38% | Q1 2021 | Q3 2023 | 5 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.11% | 0.27% | Q2 2017 | Q3 2023 | 5 |
CHESAPEAKE ASSET MANAGEMENT LLC | 5 | 5 | 0.96% | 1.01% | 1.05% | Q1 2016 | Q1 2017 | 5 |
TOTH FINANCIAL ADVISORY CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
DGS Capital Management, LLC | 5 | 5 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q1 2023 | 5 |
Narwhal Capital Management | 5 | 5 | 0.11% | 0.34% | 0.55% | Q1 2016 | Q1 2017 | 5 |
Southeast Asset Advisors Inc. | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q1 2017 | 5 |
ALPHASIMPLEX GROUP, LLC | 4 | 1 | 0.17% | 0.41% | 0.58% | Q1 2019 | Q2 2020 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
LEUTHOLD GROUP, LLC | 5 | 5 | 0.55% | 0.82% | 1.07% | Q1 2022 | Q1 2023 | 5 |
O'Brien Greene & Co. Inc | 5 | 5 | 0.11% | 0.12% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Alexandria Capital, LLC | 4 | 1 | 0.00% | 0.04% | 0.05% | Q3 2016 | Q3 2021 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 2 | 0.15% | 0.24% | 0.35% | Q1 2018 | Q3 2020 | 5 |
Core Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 5 |
MD Financial Management Inc. | 5 | 5 | 0.00% | 0.06% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.23% | 0.32% | 0.48% | Q4 2022 | Q4 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.02% | 0.03% | 0.07% | Q1 2019 | Q2 2020 | 5 |
Perkins Investment Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 5 |
Park Edge Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 4 |
TCG Advisors, LP | 4 | 4 | 0.16% | 0.28% | 0.33% | Q1 2019 | Q4 2019 | 4 |
Linker Capital Management Inc. | 3 | 1 | 0.22% | 0.23% | 0.26% | Q1 2022 | Q1 2023 | 4 |
WADDELL & REED FINANCIAL INC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
Scissortail Wealth Management, LLC | 1 | 1 | 1.24% | 2.24% | 3.61% | Q4 2021 | Q2 2023 | 4 |
Shore Point Advisors, LLC | 3 | 1 | 0.03% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.11% | 0.15% | 0.18% | Q2 2017 | Q1 2018 | 4 |
Third Point | 4 | 4 | 1.56% | 2.27% | 2.93% | Q1 2016 | Q4 2016 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.17% | 1.27% | 1.35% | Q4 2021 | Q3 2022 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 1.59% | 1.77% | 1.99% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Altman Advisors, Inc. | 3 | 1 | 0.75% | 0.92% | 1.10% | Q3 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.20% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 4 | 4 | 0.25% | 0.27% | 0.29% | Q1 2016 | Q4 2016 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
HBK INVESTMENTS L P | 2 | 2 | 0.04% | 0.09% | 0.13% | Q2 2022 | Q3 2022 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.08% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.76% | 0.84% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Applied Capital LLC/FL | 4 | 4 | 0.78% | 0.86% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.61% | 0.64% | 0.68% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
EHP Funds Inc. | 4 | 4 | 0.16% | 0.49% | 0.79% | Q4 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.06% | 0.52% | 1.04% | Q1 2022 | Q4 2022 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.03% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.81% | 0.91% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.18% | 0.75% | 1.41% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.20% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.26% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.78% | 0.94% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.06% | 0.30% | 0.70% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.75% | 0.82% | 0.93% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.04% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.98% | 1.09% | 1.19% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.13% | 0.21% | 0.30% | Q4 2022 | Q3 2023 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.39% | 0.49% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.67% | 0.77% | 0.90% | Q4 2022 | Q3 2023 | 4 |
BlackRock Institutional Trust Company, N.A. | 4 | 4 | 0.24% | 0.24% | 0.25% | Q1 2016 | Q4 2016 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.17% | 0.18% | 0.18% | Q1 2016 | Q4 2016 | 4 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 4 |
Braun-Bostich & Associates Inc. | 3 | 1 | 0.02% | 0.09% | 0.20% | Q4 2017 | Q4 2021 | 4 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 1 | 1.91% | 2.61% | 2.96% | Q1 2016 | Q3 2023 | 4 |
Diametric Capital, LP | 4 | 4 | 0.70% | 1.05% | 1.50% | Q3 2018 | Q2 2019 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2022 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
LITTLE HOUSE CAPITAL LLC | 3 | 1 | 0.50% | 0.73% | 1.01% | Q1 2021 | Q4 2022 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.07% | 0.15% | Q2 2017 | Q3 2017 | 4 |
Covenant Multifamily Offices, LLC | 2 | 1 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q4 2019 | 4 |
CG Asset Management LLC | 4 | 4 | 0.66% | 0.71% | 0.79% | Q1 2016 | Q4 2016 | 4 |
CHURCHILL MANAGEMENT Corp | 4 | 4 | 0.15% | 0.17% | 0.19% | Q2 2022 | Q1 2023 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.05% | 0.12% | 0.26% | Q4 2018 | Q3 2019 | 4 |
Junto Capital Management LP | 2 | 2 | 0.76% | 1.71% | 2.94% | Q4 2021 | Q4 2022 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 1.02% | 1.10% | 1.17% | Q1 2017 | Q4 2017 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
CHICAGO EQUITY PARTNERS LLC | 3 | 1 | 0.04% | 0.26% | 0.45% | Q4 2016 | Q1 2020 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.04% | 0.10% | Q1 2017 | Q1 2021 | 4 |
Formidable Asset Management, LLC | 3 | 1 | 0.19% | 0.22% | 0.25% | Q3 2016 | Q3 2017 | 4 |
Kernodle & Katon Asset Management Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.41% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 1 | 0.16% | 0.19% | 0.20% | Q4 2020 | Q3 2023 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 2 | 2 | 0.26% | 0.35% | 0.43% | Q2 2022 | Q2 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 4 |
BlueMar Capital Management, LLC | 3 | 1 | 0.47% | 1.41% | 3.54% | Q1 2016 | Q4 2020 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.17% | 0.18% | 0.19% | Q1 2016 | Q4 2016 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.07% | 0.10% | 0.14% | Q1 2017 | Q4 2017 | 4 |
QCM Cayman, Ltd. | 2 | 1 | 0.05% | 0.46% | 1.09% | Q1 2017 | Q1 2022 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.12% | 0.21% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Brendel Financial Advisors LLC | 2 | 1 | 1.51% | 2.88% | 4.82% | Q2 2021 | Q3 2023 | 4 |
Bain Capital Public Equity Management II, LLC | 3 | 1 | 1.96% | 3.13% | 4.27% | Q2 2020 | Q3 2022 | 4 |
PHYSICIANS FINANCIAL SERVICES, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 4 |
TITLEIST CAPITAL, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 4 |
THOMASPARTNERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
MILES CAPITAL, INC. | 4 | 4 | 0.12% | 0.12% | 0.13% | Q3 2017 | Q2 2018 | 4 |
Tranquility Partners, LLC | 3 | 1 | 0.10% | 0.21% | 0.26% | Q2 2019 | Q1 2022 | 4 |
Murphy Pohlad Asset Management LLC | 4 | 4 | 0.17% | 0.18% | 0.18% | Q1 2016 | Q4 2016 | 4 |
Sound View Wealth Advisors Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2021 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.27% | 0.44% | 0.57% | Q1 2021 | Q2 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 4 | 4 | 0.33% | 0.55% | 0.73% | Q1 2016 | Q4 2016 | 4 |
BlackRock Investment Management, LLC | 4 | 4 | 0.15% | 0.15% | 0.16% | Q1 2016 | Q4 2016 | 4 |
TAURUS ASSET MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2017 | Q1 2018 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 4 |
Hartford Funds Management Co LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 4 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Emerald Advisors, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q4 2020 | Q3 2021 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2017 | Q3 2018 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 2 | 0.01% | 0.47% | 0.88% | Q2 2022 | Q2 2023 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 1 | 0.00% | 0.66% | 0.90% | Q1 2016 | Q1 2023 | 4 |
Jackson Wealth Management, LLC | 2 | 2 | 0.24% | 0.34% | 0.43% | Q3 2017 | Q4 2019 | 4 |
Monument Capital Management | 4 | 4 | 1.00% | 1.08% | 1.15% | Q4 2017 | Q3 2018 | 4 |
Northstar Advisory Group, LLC | 4 | 4 | 0.20% | 0.54% | 0.94% | Q1 2022 | Q4 2022 | 4 |
Alpha Paradigm Partners, LLC | 4 | 4 | 0.02% | 0.09% | 0.24% | Q3 2021 | Q2 2022 | 4 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 4 |
INCEPTIONR LLC | 4 | 4 | 0.21% | 0.29% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.25% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
L & S Advisors Inc | 2 | 1 | 0.54% | 0.86% | 1.33% | Q2 2020 | Q1 2023 | 4 |
FNY Managed Accounts LLC | 3 | 1 | 0.04% | 0.12% | 0.16% | Q1 2016 | Q3 2017 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q1 2023 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.02% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 4 |
55I, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 4 |
Intersect Capital LLC | 3 | 1 | 0.04% | 0.08% | 0.14% | Q2 2019 | Q2 2022 | 4 |
Sunnymeath Asset Management, Inc. | 4 | 4 | 0.07% | 0.62% | 2.20% | Q1 2016 | Q4 2016 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q4 2016 | 4 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2022 | 4 |
Legal Advantage Investments, Inc. | 4 | 4 | 0.23% | 0.29% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q3 2018 | 4 |
Cambria Investment Management, L.P. | 4 | 4 | 0.45% | 0.51% | 0.54% | Q1 2016 | Q4 2016 | 4 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Capital Returns Management, LLC | 2 | 2 | 5.61% | 7.40% | 9.00% | Q3 2017 | Q3 2020 | 4 |
BlackRock Japan Co. Ltd | 4 | 4 | 0.26% | 0.26% | 0.27% | Q1 2016 | Q4 2016 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.16% | 0.22% | 0.36% | Q4 2022 | Q3 2023 | 4 |
IAT REINSURANCE CO LTD. | 2 | 1 | 0.00% | 0.80% | 2.76% | Q1 2017 | Q1 2022 | 4 |
BlackRock Group LTD | 4 | 4 | 0.30% | 0.31% | 0.32% | Q1 2016 | Q4 2016 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
BSW Wealth Partners | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.13% | 0.22% | 0.32% | Q1 2016 | Q3 2023 | 4 |
Quotient Investors, LLC | 4 | 4 | 0.19% | 0.33% | 0.46% | Q2 2016 | Q1 2017 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 4 |
Everhart Financial Group, Inc. | 2 | 2 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
KELLEHER FINANCIAL ADVISORS | 4 | 4 | 0.87% | 0.94% | 1.02% | Q1 2016 | Q4 2016 | 4 |
SYNTAX ADVISORS, LLC | 4 | 4 | 0.16% | 0.17% | 0.17% | Q4 2021 | Q3 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.07% | 0.11% | Q2 2020 | Q1 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.82% | 0.91% | 1.07% | Q4 2022 | Q3 2023 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.03% | 0.10% | Q2 2022 | Q3 2023 | 4 |
UNIO CAPITAL LLC | 4 | 4 | 2.02% | 3.67% | 6.26% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.60% | 0.67% | 0.76% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.24% | 0.27% | 0.29% | Q4 2018 | Q3 2019 | 4 |
McElhenny Sheffield Capital Management, LLC | 4 | 4 | 0.29% | 0.37% | 0.44% | Q4 2022 | Q3 2023 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q2 2022 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.17% | 0.26% | 0.45% | Q1 2023 | Q4 2023 | 4 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 3 |
Artemis Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.17% | 0.20% | 0.25% | Q3 2021 | Q1 2022 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
OKABENA INVESTMENT SERVICES INC | 3 | 3 | 0.00% | 0.13% | 0.25% | Q3 2022 | Q1 2023 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.14% | Q1 2016 | Q3 2016 | 3 |
Personal Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 3 |
ACADIA TRUST NA | 3 | 3 | 1.80% | 1.87% | 1.92% | Q1 2016 | Q3 2016 | 3 |
Morton Brown Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Klingman & Associates, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.07% | 0.11% | 0.13% | Q1 2016 | Q3 2016 | 3 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.15% | 0.25% | Q1 2022 | Q3 2023 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.71% | 0.74% | 0.78% | Q4 2015 | Q2 2016 | 3 |
RBF Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
DG CAPITAL MANAGEMENT INC | 3 | 3 | 1.92% | 2.13% | 2.43% | Q1 2016 | Q3 2016 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.21% | 0.26% | 0.32% | Q4 2017 | Q1 2019 | 3 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 3 | 3 | 0.16% | 0.16% | 0.17% | Q1 2016 | Q3 2016 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2016 | Q4 2016 | 3 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.12% | 0.36% | 0.69% | Q3 2017 | Q2 2019 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.17% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.02% | 0.19% | 0.54% | Q4 2018 | Q2 2021 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Inlet Private Wealth, LLC | 3 | 3 | 0.09% | 0.18% | 0.37% | Q4 2018 | Q2 2019 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.14% | 0.34% | 0.54% | Q2 2022 | Q2 2023 | 3 |
New England Research & Management, Inc. | 2 | 1 | 0.31% | 0.62% | 0.79% | Q3 2022 | Q2 2023 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.19% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3 | 3 | 0.67% | 0.75% | 0.86% | Q4 2022 | Q2 2023 | 3 |
Resolute Capital Asset Partners LLC | 2 | 1 | 2.45% | 2.66% | 2.95% | Q3 2022 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.10% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 2.04% | 2.31% | 2.81% | Q1 2023 | Q3 2023 | 3 |
L2 Asset Management, LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 3 |
Cypress Wealth Services, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q3 2019 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
EACHWIN CAPITAL, LP | 3 | 3 | 2.67% | 3.05% | 3.34% | Q1 2016 | Q3 2016 | 3 |
Versor Investments LP | 3 | 3 | 0.06% | 0.19% | 0.34% | Q1 2023 | Q3 2023 | 3 |
RPG Investment Advisory, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 3 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Performa Ltd (US), LLC | 3 | 3 | 0.86% | 1.38% | 1.66% | Q3 2021 | Q1 2022 | 3 |
Canoe Financial LP | 3 | 3 | 0.47% | 0.81% | 1.30% | Q1 2023 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2017 | Q2 2018 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Quadrature Capital Ltd | 1 | 1 | 0.03% | 0.14% | 0.31% | Q1 2017 | Q1 2018 | 3 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 3 | 3 | 0.72% | 1.02% | 1.21% | Q1 2020 | Q3 2020 | 3 |
KANALY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
EverPoint Asset Management, LLC | 3 | 3 | 0.32% | 0.44% | 0.54% | Q1 2016 | Q3 2016 | 3 |
Noked Capital LTD | 3 | 3 | 0.31% | 0.49% | 0.65% | Q4 2018 | Q2 2019 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.10% | 0.17% | 0.24% | Q3 2022 | Q1 2023 | 3 |
CapWealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
FINANCIAL ADVISORY PARTNERS, LLC | 3 | 3 | 1.24% | 1.37% | 1.52% | Q1 2023 | Q3 2023 | 3 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Retirement Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Shepherd Financial Partners LLC | 3 | 3 | 0.19% | 0.23% | 0.28% | Q3 2019 | Q1 2020 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.13% | 0.17% | 0.23% | Q1 2023 | Q3 2023 | 3 |
FDO Partners, LLC | 2 | 1 | 0.05% | 0.46% | 0.78% | Q4 2016 | Q3 2017 | 3 |
Founders Capital Management | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q3 2017 | 3 |
Ellsworth Advisors, LLC | 3 | 3 | 1.51% | 1.55% | 1.61% | Q2 2021 | Q4 2021 | 3 |
Community Capital Management, LLC | 3 | 3 | 0.70% | 0.93% | 1.25% | Q2 2020 | Q4 2020 | 3 |
Ceredex Value Advisors LLC | 3 | 3 | 0.74% | 0.84% | 0.90% | Q1 2018 | Q3 2018 | 3 |
Gerstein Fisher | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q3 2016 | 3 |
Gs Investments, Inc. | 3 | 3 | 0.58% | 0.62% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q2 2016 | Q4 2016 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 3 |
KEELEY ASSET MANAGEMENT CORP | 3 | 3 | 0.02% | 0.06% | 0.15% | Q1 2016 | Q3 2016 | 3 |
Seelaus Asset Management LLC | 3 | 3 | 0.23% | 0.35% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Leonetti & Associates, LLC | 3 | 3 | 2.42% | 2.48% | 2.56% | Q4 2016 | Q2 2017 | 3 |
Center For Asset Management LLC | 2 | 1 | 0.21% | 0.24% | 0.29% | Q4 2021 | Q4 2022 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 0.19% | 0.37% | 0.68% | Q1 2016 | Q3 2016 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GRIES FINANCIAL LLC | 2 | 1 | 0.06% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 3 |
DB Fitzpatrick & Co, Inc | 3 | 3 | 1.27% | 1.35% | 1.42% | Q1 2023 | Q3 2023 | 3 |
Teton Advisors, Inc. | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2016 | Q3 2016 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
FORESTERS ASSET MANAGEMENT INC. | 3 | 3 | 0.46% | 0.47% | 0.48% | Q2 2016 | Q4 2016 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Highstreet Asset Management Inc. | 2 | 1 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q4 2019 | 3 |
EVEXIA WEALTH LLC | 3 | 3 | 2.21% | 2.43% | 2.57% | Q1 2023 | Q3 2023 | 3 |
WESPAC Advisors, LLC | 3 | 3 | 1.95% | 2.03% | 2.12% | Q2 2019 | Q4 2019 | 3 |
DEERE & CO | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2016 | Q3 2016 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.37% | 0.42% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Mizuho Trust & Banking Co., Ltd. | 3 | 3 | 0.28% | 0.29% | 0.30% | Q1 2016 | Q3 2016 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.30% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Yellowstone Partners, LLC | 2 | 1 | 0.14% | 0.16% | 0.20% | Q3 2016 | Q4 2017 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 3 |
Copperwynd Financial, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 3 |
Shinko Asset Management Co., Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
InTrack Investment Management Inc | 3 | 3 | 0.63% | 0.68% | 0.73% | Q2 2023 | Q4 2023 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.09% | 0.17% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Mill Creek Capital Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
CarsonAllaria Wealth Management, Ltd. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OMERS ADMINISTRATION Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Newfound Research LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.06% | 0.38% | 0.62% | Q4 2022 | Q2 2023 | 3 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.52% | 0.70% | 1.04% | Q1 2021 | Q1 2022 | 3 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q4 2020 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Dai-ichi Life Holdings, Inc. | 3 | 3 | 0.20% | 0.27% | 0.32% | Q1 2016 | Q3 2016 | 3 |
IBERIABANK CORP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.07% | 0.16% | Q2 2021 | Q2 2023 | 3 |
Certified Advisory Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Talbot Financial, LLC | 3 | 3 | 1.51% | 1.72% | 1.99% | Q4 2022 | Q2 2023 | 3 |
LaSalle St. Investment Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.33% | 0.55% | Q3 2021 | Q1 2022 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.28% | 0.54% | 0.71% | Q1 2016 | Q3 2016 | 3 |
Petrus Trust Company, LTA | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Sendero Wealth Management, LLC | 3 | 3 | 0.16% | 0.26% | 0.31% | Q4 2021 | Q2 2022 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 3 |
CAMG Solamere Management, LLC | 3 | 3 | 0.59% | 0.75% | 0.87% | Q1 2020 | Q3 2020 | 3 |
Verity & Verity, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q1 2023 | 3 |
ELM ADVISORS, LLC | 1 | 1 | 0.07% | 0.13% | 0.27% | Q4 2015 | Q4 2020 | 3 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 2 | 1 | 0.12% | 0.14% | 0.16% | Q3 2019 | Q2 2020 | 3 |
Equitable Holdings, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.11% | 0.17% | Q4 2017 | Q4 2018 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.20% | 0.34% | 0.54% | Q4 2015 | Q2 2016 | 3 |
MONTRUSCO BOLTON INVESTMENTS INC. | 3 | 3 | 0.17% | 0.22% | 0.30% | Q1 2019 | Q3 2019 | 3 |
GLOBEFLEX CAPITAL L P | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Adams Chetwood Wealth Management LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Lomas Capital Management, LLC | 3 | 3 | 3.22% | 5.29% | 7.16% | Q2 2020 | Q4 2020 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2020 | 3 |
LBP AM SA | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Champlain Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
ARROW FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capstone Financial Group, Inc. | 3 | 3 | 0.21% | 0.25% | 0.30% | Q4 2019 | Q2 2020 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
A.R.T. Advisors, LLC | 1 | 1 | 0.05% | 0.22% | 0.41% | Q3 2016 | Q2 2020 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
17 CAPITAL PARTNERS, LLC | 3 | 3 | 0.95% | 1.05% | 1.10% | Q2 2021 | Q4 2021 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
RTD Financial Advisors, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Channing Capital Management, LLC | 3 | 3 | 0.23% | 0.25% | 0.26% | Q1 2023 | Q3 2023 | 3 |
DC Investments Management, LLC | 3 | 3 | 0.14% | 0.25% | 0.35% | Q4 2019 | Q2 2020 | 3 |
Souders Financial Advisors | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
WEIK CAPITAL MANAGEMENT | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
JET CAPITAL INVESTORS L P | 3 | 3 | 1.28% | 1.75% | 2.50% | Q1 2016 | Q3 2016 | 3 |
Private Vista, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2016 | Q3 2016 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Leelyn Smith, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q1 2020 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Van Leeuwen & Company, LLC | 2 | 1 | 0.15% | 0.65% | 0.92% | Q1 2021 | Q3 2023 | 3 |
Providence First Trust Co | 2 | 1 | 0.05% | 1.17% | 1.84% | Q3 2019 | Q3 2022 | 3 |
KRS Capital Management, LLC | 3 | 3 | 0.66% | 0.75% | 0.81% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.30% | 0.40% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2016 | Q4 2016 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.44% | 0.48% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.19% | 0.24% | 0.28% | Q1 2016 | Q3 2016 | 3 |
Noked Israel Ltd | 3 | 3 | 0.31% | 0.49% | 0.65% | Q4 2018 | Q2 2019 | 3 |
Railway Pension Investments Ltd | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Truadvice, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 1.60% | 1.92% | 2.24% | Q1 2022 | Q2 2022 | 2 |
Sender Co & Partners, Inc. | 2 | 2 | 0.56% | 0.83% | 1.09% | Q2 2022 | Q3 2022 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Hayden Royal, LLC | 1 | 1 | 0.12% | 0.16% | 0.21% | Q4 2018 | Q3 2019 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.19% | 0.26% | 0.34% | Q1 2023 | Q3 2023 | 2 |
Park Avenue Institutional Advisers LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2016 | Q2 2016 | 2 |
CT Financial Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Bristol County Savings Bank | 2 | 2 | 1.75% | 1.76% | 1.76% | Q3 2017 | Q4 2017 | 2 |
ISTHMUS PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Pluribus Labs, LLC | 2 | 2 | 1.23% | 1.26% | 1.28% | Q1 2022 | Q2 2022 | 2 |
Townsend & Associates, Inc | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.07% | 0.16% | 0.26% | Q1 2016 | Q2 2016 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spindletop Capital, LLC | 1 | 1 | 4.05% | 15.35% | 26.65% | Q1 2020 | Q3 2020 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.06% | 0.10% | Q1 2017 | Q2 2017 | 2 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.32% | 0.48% | 0.64% | Q3 2018 | Q4 2018 | 2 |
MANA Advisors LLC | 2 | 2 | 0.21% | 0.40% | 0.59% | Q4 2017 | Q1 2018 | 2 |
G&S Capital LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2023 | Q3 2023 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Howard Capital Management Inc. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 2 |
RS INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.15% | 0.22% | 0.30% | Q4 2015 | Q1 2016 | 2 |
Rheos Capital Works Inc. | 2 | 2 | 0.93% | 1.03% | 1.12% | Q2 2022 | Q3 2022 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.05% | 0.12% | 0.19% | Q4 2016 | Q1 2020 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Callodine Capital Management, LP | 2 | 2 | 2.76% | 2.91% | 3.05% | Q2 2023 | Q3 2023 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 0.42% | 0.45% | 0.47% | Q1 2021 | Q2 2021 | 2 |
Abacus Planning Group, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.23% | 0.30% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Spartan Planning & Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q1 2017 | Q2 2017 | 2 |
Mountain Road Advisors, LLC | 1 | 1 | 2.81% | 3.05% | 3.30% | Q4 2019 | Q3 2020 | 2 |
Oak Thistle LLC | 1 | 1 | 0.48% | 0.60% | 0.72% | Q1 2022 | Q2 2023 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Weather Gauge Advisory, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2019 | Q4 2019 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Sargent Investment Group, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q2 2020 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.20% | 0.21% | 0.22% | Q3 2019 | Q3 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.28% | 0.32% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Cunning Capital Partners, LP | 2 | 2 | 0.76% | 0.81% | 0.86% | Q2 2023 | Q3 2023 | 2 |
PROSPECTOR PARTNERS LLC | 2 | 2 | 0.67% | 1.22% | 1.78% | Q2 2016 | Q3 2016 | 2 |
Schooner Investment Group, LLC. | 2 | 2 | 0.13% | 0.34% | 0.56% | Q1 2016 | Q2 2016 | 2 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q2 2021 | Q2 2023 | 2 |
A. D. Beadell Investment Counsel, Inc. | 2 | 2 | 0.64% | 0.75% | 0.87% | Q2 2023 | Q3 2023 | 2 |
Somerset Group LLC | 1 | 1 | 0.15% | 0.17% | 0.19% | Q1 2022 | Q4 2022 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Boltwood Capital Management | 1 | 1 | 0.12% | 0.13% | 0.14% | Q2 2017 | Q4 2017 | 2 |
MITCHELL CAPITAL MANAGEMENT CO | 2 | 2 | 0.12% | 0.16% | 0.20% | Q4 2017 | Q1 2018 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2020 | Q1 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q1 2020 | 2 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.07% | 0.12% | 0.16% | Q1 2020 | Q3 2022 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.41% | 0.42% | 0.42% | Q2 2022 | Q3 2022 | 2 |
Optas, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Ocean Endowment Partners, LLC | 2 | 2 | 0.30% | 0.46% | 0.62% | Q4 2019 | Q1 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Adams Wealth Management | 2 | 2 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q1 2020 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Asio Capital, LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q2 2020 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 2 | 2 | 0.29% | 0.37% | 0.44% | Q4 2022 | Q1 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 2.13% | 2.14% | 2.16% | Q1 2016 | Q2 2016 | 2 |
Veracity Capital LLC | 2 | 2 | 0.30% | 0.36% | 0.42% | Q1 2020 | Q2 2020 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
MKD WEALTH COACHES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2019 | 2 |
Duquesne Family Office | 1 | 1 | 1.10% | 1.22% | 1.34% | Q3 2017 | Q2 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.82% | 1.11% | 1.40% | Q1 2022 | Q2 2022 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.08% | 0.15% | Q3 2019 | Q1 2020 | 2 |
Crestline Management, LP | 2 | 2 | 0.22% | 0.25% | 0.28% | Q3 2019 | Q4 2019 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.10% | 0.13% | 0.16% | Q3 2017 | Q4 2020 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2018 | 2 |
Euclid Advisors LLC | 2 | 2 | 0.32% | 0.33% | 0.33% | Q1 2016 | Q2 2016 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 1.12% | 1.22% | 1.33% | Q2 2016 | Q3 2016 | 2 |
FIRSTMERIT BANK N A TRUSTEE | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2016 | Q2 2016 | 2 |
TKG Advisors, LLC | 2 | 2 | 0.35% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Greystone Financial Group, LLC | 2 | 2 | 1.63% | 1.68% | 1.72% | Q1 2021 | Q2 2021 | 2 |
FIRST NIAGARA BANK | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q3 2016 | 2 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.72% | 1.63% | 2.55% | Q1 2022 | Q4 2022 | 2 |
Orinda Asset Management LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q1 2016 | Q2 2016 | 2 |
Oldfield Partners LLP | 2 | 2 | 15.58% | 16.14% | 16.70% | Q2 2023 | Q3 2023 | 2 |
Level Financial Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2016 | Q4 2016 | 2 |
Riverwater Partners LLC | 1 | 1 | 0.29% | 0.30% | 0.30% | Q4 2021 | Q2 2022 | 2 |
HARDING LOEVNER LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
SHIKIAR ASSET MANAGEMENT INC | 2 | 2 | 1.26% | 2.00% | 2.74% | Q2 2023 | Q3 2023 | 2 |
MARYLAND CAPITAL ADVISORS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 2 |
ADIRONDACK TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
PEOPLES BANK /OH | 2 | 2 | 0.16% | 0.20% | 0.24% | Q1 2016 | Q2 2016 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
DISCIPLINED GROWTH INVESTORS INC /MN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 1.72% | 1.75% | 1.78% | Q1 2016 | Q2 2016 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
RAIFF PARTNERS INC | 1 | 1 | 1.62% | 2.10% | 2.57% | Q1 2016 | Q4 2016 | 2 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
LGT Group Foundation | 2 | 2 | 0.54% | 0.66% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Wealth Management, LLC | 2 | 2 | 2.48% | 2.66% | 2.84% | Q1 2022 | Q2 2022 | 2 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 2 | 2 | 0.20% | 0.51% | 0.82% | Q1 2018 | Q2 2018 | 2 |
HARTLINE INVESTMENT CORP/ | 2 | 2 | 0.04% | 0.31% | 0.58% | Q4 2022 | Q1 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Empirical Asset Management, LLC | 1 | 1 | 0.26% | 0.37% | 0.48% | Q4 2021 | Q2 2023 | 2 |
XY Capital Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 1.36% | 1.40% | 1.44% | Q4 2022 | Q1 2023 | 2 |
W.H. Cornerstone Investments Inc. | 2 | 2 | 0.83% | 0.84% | 0.85% | Q2 2023 | Q3 2023 | 2 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.34% | 0.58% | Q1 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Meredith Wealth Planning | 2 | 2 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Forge First Asset Management Inc. | 2 | 2 | 0.97% | 1.02% | 1.08% | Q1 2023 | Q2 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 2 |
3Chopt Investment Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 1.73% | 1.87% | 2.00% | Q2 2023 | Q3 2023 | 2 |
First County Bank /CT/ | 2 | 2 | 0.12% | 0.16% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Van Cleef Asset Management,Inc | 2 | 2 | 0.70% | 0.74% | 0.78% | Q2 2023 | Q3 2023 | 2 |
MARTIN & CO INC /TN/ | 2 | 2 | 0.69% | 0.72% | 0.74% | Q1 2016 | Q2 2016 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 1.04% | 1.12% | 1.21% | Q3 2016 | Q4 2016 | 2 |
GAM Holding AG | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.22% | 0.22% | 0.23% | Q1 2016 | Q2 2016 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.67% | 0.70% | 0.73% | Q1 2016 | Q2 2016 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 1.24% | 1.36% | 1.48% | Q1 2016 | Q2 2016 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
LaFleur & Godfrey LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2016 | Q2 2016 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2019 | Q1 2020 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Portolan Capital Management | 1 | 1 | 0.33% | 0.40% | 0.48% | Q1 2023 | Q3 2023 | 2 |
Waverton Investment Management Ltd | 2 | 2 | 0.16% | 0.20% | 0.23% | Q3 2019 | Q4 2019 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q4 2015 | Q1 2016 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q2 2016 | 2 |
DSC Advisors, L.P. | 2 | 2 | 0.08% | 0.16% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q4 2019 | Q1 2020 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2017 | Q1 2018 | 2 |
COUNTRY CLUB BANK /GFN | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.14% | 0.31% | 0.47% | Q4 2020 | Q2 2021 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q2 2020 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.16% | 0.46% | 0.76% | Q3 2017 | Q3 2019 | 2 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 4.43% | 4.54% | 4.65% | Q1 2022 | Q2 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
DAVIDSON INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
PROVIDENT TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
AMG Funds LLC | 2 | 2 | 1.64% | 1.75% | 1.87% | Q2 2020 | Q3 2020 | 2 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.46% | 0.47% | 0.49% | Q1 2016 | Q2 2016 | 2 |
HARVEST CAPITAL MANAGEMENT INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
BURKE & HERBERT BANK & TRUST CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2020 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MILLER HOWARD INVESTMENTS INC /NY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q1 2017 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Syverson Strege & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
KCS Wealth Advisory | 1 | 1 | 0.10% | 0.17% | 0.24% | Q4 2017 | Q3 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q3 2016 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.28% | 0.45% | 0.62% | Q2 2019 | Q1 2022 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q1 2020 | 2 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Florence Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q1 2017 | Q2 2017 | 2 |
Parkside Investments, LLC | 2 | 2 | 0.19% | 0.24% | 0.28% | Q3 2017 | Q4 2017 | 2 |
Watermark Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Caption Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Financial Security Advisor, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Supplemental Annuity Collective Trust of NJ | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Seven Bridges Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
CSM Advisors, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
Marathon Asset Management Ltd | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2021 | Q3 2021 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Voleon Capital Management LP | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2019 | Q4 2019 | 1 |
St. James Investment Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
THOMAS STORY & SON LLC | 1 | 1 | 3.26% | 3.26% | 3.26% | Q1 2016 | Q1 2016 | 1 |
AT Bancorp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
Alta Fox Capital Management | 1 | 1 | 3.81% | 3.81% | 3.81% | Q3 2023 | Q3 2023 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Midwest Professional Planners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kepos Capital LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Exane Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WAYCROSS PARTNERS, LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Infini Master Fund | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
STELLIAM INVESTMENT MANAGEMENT, LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2018 | Q1 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Greenline Partners, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2020 | Q2 2020 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2022 | Q1 2022 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2016 | Q1 2016 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2019 | Q3 2019 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BANCORPSOUTH INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Berger Financial Group, Inc | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
Blackstone Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Pineno Levin & Ford Asset Management, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2020 | Q1 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lowell Blake & Associates Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2017 | Q3 2017 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2016 | Q1 2016 | 1 |
Peloton Wealth Strategists | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2016 | Q1 2016 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
New England Professional Planning Group Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Numeric Investors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2016 | Q1 2016 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2016 | Q1 2016 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Ascent Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Parplus Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2021 | Q1 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2016 | Q2 2016 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
TD Securities (USA) LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Cognios Capital, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2015 | Q4 2015 | 1 |
WealthStone, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
S.A. Mason LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2020 | Q4 2020 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
XML Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Invictus RG | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2018 | Q1 2018 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JS Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Nuveen Fund Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
LRT Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
HHG & Company, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2016 | Q1 2016 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Capital Square, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Full18 Capital LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PartnerRe Asset Management CORP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2016 | Q1 2016 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Farmer Steven Patrick | 1 | 1 | 2.14% | 2.14% | 2.14% | Q2 2022 | Q2 2022 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Timber Hill LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 12.87% | 12.87% | 12.87% | Q4 2022 | Q4 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
GLG Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2023 | Q1 2023 | 1 |
Samson Rock Capital LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2023 | Q1 2023 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2022 | Q3 2022 | 1 |
Hi-Line Capital Management, LLC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q3 2023 | Q3 2023 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 6.89% | 6.89% | 6.89% | Q4 2015 | Q4 2015 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 3.95% | 3.95% | 3.95% | Q2 2020 | Q2 2020 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2021 | Q1 2021 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2017 | Q2 2017 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2020 | Q3 2020 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2023 | Q2 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Private Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Demars Financial Group, LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2023 | Q3 2023 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2016 | Q4 2016 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Shellback Capital, LP | 1 | 1 | 2.77% | 2.77% | 2.77% | Q4 2022 | Q4 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2018 | Q1 2018 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2016 | Q1 2016 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Plaisance Capital LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2020 | Q1 2020 | 1 |
Signition LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
JABODON PT CO | 1 | 1 | 3.42% | 3.42% | 3.42% | Q3 2021 | Q3 2021 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q1 2016 | 1 |
INTREPID FAMILY OFFICE LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Trust Investment Advisors | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Moreno Evelyn V | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Orbis Investment Management (U.S.), L.P. | 1 | 1 | 4.34% | 4.34% | 4.34% | Q4 2018 | Q4 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FJ Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
PENINSULA ASSET MANAGEMENT INC | 1 | 1 | 3.29% | 3.29% | 3.29% | Q4 2015 | Q4 2015 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Rokos Capital Management LLP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2020 | Q2 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2016 | Q4 2016 | 1 |
StoneX Group Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Rosenbaum Jay D. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
NICOLA WEALTH MANAGEMENT LTD. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Warther Private Wealth, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Ruedi Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Greenfield Savings Bank | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2023 | Q4 2023 | 1 |
Southside Capital, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2019 | Q3 2019 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
B.O.S.S. Retirement Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2023 | Q2 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2023 | Q1 2023 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LMG Wealth Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cravens & Co Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Steigerwald, Gordon & Koch Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2022 | Q2 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
New Perspectives, Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
SCP Investment, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2019 | Q1 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2021 | Q4 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
SBB Research Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own CHUBB LIMITED or have owned CHUBB LIMITED in the past.