Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 29 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 23 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 20 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Anchor Investment Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 16 |
Pacifica Partners Inc. | 16 | 16 | 0.00% | 0.08% | 0.15% | Q1 2020 | Q4 2023 | 16 |
NVWM, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
KARPAS STRATEGIES, LLC | 15 | 15 | 0.45% | 0.61% | 0.70% | Q1 2020 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Winch Advisory Services, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 15 | 15 | 0.00% | 0.00% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 15 | 15 | 0.12% | 0.23% | 0.31% | Q1 2020 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ArrowMark Colorado Holdings LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 15 | 0.38% | 0.79% | 1.15% | Q1 2020 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MADISON WEALTH MANAGEMENT | 15 | 15 | 0.05% | 0.09% | 0.23% | Q1 2020 | Q3 2023 | 15 |
GUARDIAN CAPITAL LP | 15 | 15 | 0.20% | 0.36% | 0.67% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BEACH INVESTMENT COUNSEL INC/PA | 15 | 15 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q4 2023 | 15 |
Baskin Financial Services Inc. | 15 | 15 | 0.24% | 0.33% | 0.45% | Q1 2020 | Q3 2023 | 15 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CIBC Asset Management Inc | 15 | 15 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Laurel Wealth Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Russell Investments Group, Ltd. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
WELLS FARGO & COMPANY/MN | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.04% | 0.30% | 0.44% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.03% | 0.12% | Q1 2020 | Q3 2023 | 15 |
DAVIS-REA LTD. | 15 | 15 | 0.50% | 1.15% | 4.32% | Q1 2020 | Q3 2023 | 15 |
M&R CAPITAL MANAGEMENT INC | 15 | 15 | 0.00% | 0.29% | 0.40% | Q2 2020 | Q4 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
COLONY GROUP LLC | 15 | 15 | 0.00% | 0.11% | 0.19% | Q1 2020 | Q3 2023 | 15 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TORONTO DOMINION BANK | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
UBS Group AG | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BROWN ADVISORY INC | 15 | 15 | 0.00% | 0.07% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 15 | 15 | 0.00% | 0.01% | 0.10% | Q1 2020 | Q3 2023 | 15 |
TD ASSET MANAGEMENT INC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 14 | 14 | 0.24% | 0.33% | 0.42% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
First PREMIER Bank | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ProShare Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
STRS OHIO | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Truvestments Capital LLC | 13 | 1 | 0.08% | 0.61% | 1.00% | Q1 2020 | Q3 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GRIFFIN ASSET MANAGEMENT, INC. | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Capital Analysts, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GW&K Investment Management, LLC | 14 | 14 | 0.38% | 0.56% | 0.64% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MetLife Investment Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BELLEVUE ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SG Americas Securities, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BOWEN HANES & CO INC | 13 | 1 | 0.01% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 14 |
SCOTIA CAPITAL INC. | 14 | 14 | 0.14% | 0.20% | 0.27% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
1832 Asset Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Lee Financial Co | 14 | 14 | 0.23% | 0.43% | 0.61% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Vestcor Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
FENIMORE ASSET MANAGEMENT INC | 13 | 13 | 0.25% | 0.40% | 0.49% | Q3 2020 | Q3 2023 | 13 |
Callahan Advisors, LLC | 13 | 13 | 0.03% | 0.14% | 0.24% | Q1 2020 | Q1 2023 | 13 |
Invesco Ltd. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
MACKENZIE FINANCIAL CORP | 13 | 13 | 0.00% | 0.02% | 0.24% | Q3 2020 | Q3 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Williams Jones Wealth Management, LLC. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 13 | 13 | 0.21% | 0.58% | 0.72% | Q3 2020 | Q3 2023 | 13 |
Endurance Wealth Management, Inc. | 13 | 13 | 0.02% | 0.08% | 0.14% | Q2 2020 | Q2 2023 | 13 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Brookfield Asset Management | 13 | 13 | 1.90% | 2.47% | 3.18% | Q3 2020 | Q3 2023 | 13 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Fiera Capital Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
Man Group plc | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BRASADA CAPITAL MANAGEMENT, LP | 13 | 13 | 0.13% | 0.38% | 0.50% | Q2 2020 | Q2 2023 | 13 |
Cannell & Co. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
HARBOR ADVISORY CORP /MA/ | 9 | 4 | 0.33% | 0.64% | 0.85% | Q1 2020 | Q3 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
NISA INVESTMENT ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 13 |
HSBC HOLDINGS PLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 12 |
AMERIPRISE FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JAG CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.12% | 0.15% | Q2 2020 | Q1 2023 | 12 |
FIFTH THIRD BANCORP | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.01% | 0.10% | 0.16% | Q1 2020 | Q3 2023 | 12 |
SHELL ASSET MANAGEMENT CO | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
STONE RUN CAPITAL, LLC | 12 | 12 | 0.08% | 0.11% | 0.12% | Q3 2020 | Q2 2023 | 12 |
Kestra Advisory Services, LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.16% | 0.23% | 0.34% | Q4 2020 | Q3 2023 | 12 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.05% | 1.38% | 1.82% | Q4 2020 | Q3 2023 | 12 |
Sigma Planning Corp | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Swiss National Bank | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Burgundy Asset Management Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Trust & Banking Corp | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
American Assets Capital Advisers, LLC | 7 | 4 | 0.13% | 0.66% | 1.72% | Q1 2020 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Hudock, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Bristlecone Advisors, LLC | 11 | 11 | 0.02% | 0.11% | 0.26% | Q4 2020 | Q2 2023 | 11 |
Gilbert & Cook, Inc. | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Harbour Capital Advisors, LLC | 11 | 11 | 0.06% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
QUADRANT CAPITAL GROUP LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
HBC Financial Services, PLLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2022 | 11 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Sugarloaf Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 10 |
CWS Financial Advisors, LLC | 8 | 2 | 0.17% | 0.22% | 0.28% | Q1 2021 | Q3 2023 | 10 |
D. E. Shaw & Co., Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Beacon Pointe Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
TCTC Holdings, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 10 |
Hoese & Co LLP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NORGES BANK | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Laurel Wealth Advisors, Inc. | 10 | 10 | 0.02% | 0.09% | 0.30% | Q3 2020 | Q4 2022 | 10 |
Evanson Asset Management, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q4 2022 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
INTACT INVESTMENT MANAGEMENT INC. | 6 | 1 | 0.00% | 0.20% | 0.48% | Q1 2020 | Q3 2023 | 10 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Cordasco Financial Network | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
BANK OF NOVA SCOTIA TRUST CO | 9 | 9 | 0.05% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.16% | 0.23% | 0.27% | Q3 2021 | Q3 2023 | 9 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
OCCUDO QUANTITATIVE STRATEGIES LP | 8 | 1 | 0.14% | 0.18% | 0.22% | Q1 2021 | Q2 2023 | 9 |
Epoch Investment Partners, Inc. | 6 | 3 | 0.04% | 0.15% | 0.35% | Q4 2020 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
KINGS POINT CAPITAL MANAGEMENT | 9 | 9 | 0.00% | 0.21% | 0.33% | Q1 2020 | Q1 2022 | 9 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
AMERICAN CENTURY COMPANIES INC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NATIXIS ADVISORS, L.P. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MARTINGALE ASSET MANAGEMENT L P | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.03% | 0.13% | 0.28% | Q2 2020 | Q3 2023 | 9 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 9 | 9 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q1 2022 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
PANAGORA ASSET MANAGEMENT INC | 9 | 9 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q4 2022 | 9 |
SECURIAN ASSET MANAGEMENT, INC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q2 2022 | 9 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Selective Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
FIRETHORN WEALTH PARTNERS, LLC | 4 | 2 | 0.17% | 0.20% | 0.27% | Q4 2020 | Q2 2023 | 9 |
State of Tennessee, Treasury Department | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 8 |
DORCHESTER WEALTH MANAGEMENT Co | 8 | 8 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 8 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
FEDERATED HERMES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Venturi Wealth Management, LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Select Equity Group, L.P. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.57% | 0.87% | 1.18% | Q4 2021 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
GUARDIAN CAPITAL ADVISORS LP | 4 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 0.60% | 0.75% | 0.81% | Q4 2021 | Q3 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q2 2022 | 8 |
VALLEY NATIONAL ADVISERS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 1 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.50% | 0.59% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Paragon Capital Management Ltd | 8 | 8 | 0.10% | 0.71% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Avenir Corp | 8 | 8 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q1 2022 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.09% | 0.36% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Versant Capital Management, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cubist Systematic Strategies, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.25% | 0.42% | 0.64% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.05% | 0.14% | 0.24% | Q4 2021 | Q3 2023 | 8 |
CHELSEA COUNSEL CO | 4 | 1 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2023 | 8 |
Gryphon Financial Partners LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 7 |
PICTET ASSET MANAGEMENT SA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2022 | 7 |
State of New Jersey Common Pension Fund D | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GoalVest Advisory LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
RPG Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
CANADA PENSION PLAN INVESTMENT BOARD | 7 | 7 | 0.07% | 0.11% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 7 |
IFS Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Lantz Financial LLC | 7 | 7 | 0.54% | 0.74% | 0.85% | Q1 2022 | Q3 2023 | 7 |
BANK OF NOVA SCOTIA | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Capital Research Global Investors | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.06% | 0.08% | Q3 2021 | Q1 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sawyer & Company, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Financial Management Professionals, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
XPONANCE, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 6 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 6 | 0.16% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Trust Co | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.05% | 0.11% | 0.26% | Q1 2022 | Q2 2023 | 6 |
FIL Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 6 |
Diversified Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
Cardinal Capital Management, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Kendall Capital Management | 6 | 6 | 0.12% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
CAHILL FINANCIAL ADVISORS INC | 6 | 6 | 0.04% | 0.28% | 0.47% | Q2 2020 | Q3 2021 | 6 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JTC Employer Solutions Trustee Ltd | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Riverview Capital Advisers, LLC | 6 | 6 | 0.50% | 0.66% | 0.81% | Q2 2022 | Q3 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
JFS WEALTH ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BAMCO INC /NY/ | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Onex Canada Asset Management Inc. | 5 | 5 | 0.09% | 0.23% | 0.34% | Q1 2020 | Q1 2021 | 5 |
Covestor Ltd | 5 | 5 | 0.01% | 0.04% | 0.11% | Q3 2022 | Q3 2023 | 5 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 5 |
WINTRUST INVESTMENTS LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q2 2021 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 5 |
Liontrust Investment Partners LLP | 4 | 1 | 0.03% | 0.14% | 0.34% | Q4 2020 | Q2 2022 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q1 2021 | 5 |
Capital World Investors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Enterprise Trust & Investment Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Ipswich Investment Management Co., Inc. | 5 | 5 | 0.54% | 0.62% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Berman Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CI INVESTMENTS INC. | 5 | 5 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q1 2023 | 5 |
PALLADIUM PARTNERS LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
CULLEN/FROST BANKERS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 5 |
JCIC Asset Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OMERS ADMINISTRATION Corp | 3 | 2 | 0.96% | 1.43% | 1.96% | Q3 2020 | Q4 2021 | 5 |
Quaero Capital S.A. | 5 | 5 | 1.34% | 1.56% | 1.70% | Q3 2021 | Q3 2022 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 5 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.11% | 0.34% | Q3 2021 | Q3 2023 | 5 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bellwether Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Copeland Capital Management, LLC | 4 | 4 | 0.86% | 1.31% | 1.60% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.05% | 1.21% | 1.33% | Q4 2021 | Q3 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TELEMUS CAPITAL, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q1 2021 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.05% | 0.40% | 0.77% | Q1 2020 | Q4 2020 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.24% | 0.79% | Q4 2020 | Q2 2023 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Total Clarity Wealth Management, Inc. | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2021 | Q3 2022 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Jump Financial, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Syverson Strege & Co | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CORRADO ADVISORS, LLC | 4 | 4 | 0.56% | 0.63% | 0.71% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.04% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2022 | 4 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Gladius Capital Management LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Leith Wheeler Investment Counsel Ltd. | 2 | 1 | 0.18% | 0.34% | 0.45% | Q1 2020 | Q2 2023 | 3 |
D.B. Root & Company, LLC | 3 | 3 | 0.38% | 0.41% | 0.43% | Q1 2023 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2020 | Q3 2020 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 3 |
EPIQ PARTNERS, LLC | 2 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q2 2023 | 3 |
ClearBridge Investments Ltd | 1 | 1 | 0.00% | 0.56% | 1.29% | Q1 2020 | Q4 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Gratus Capital, LLC | 3 | 3 | 0.99% | 1.18% | 1.39% | Q2 2020 | Q4 2020 | 3 |
Knott David M Jr | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.40% | 0.43% | 0.44% | Q2 2020 | Q4 2020 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
SJS Investment Consulting Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Ursa Fund Management, LLC | 1 | 1 | 0.04% | 0.33% | 0.87% | Q3 2023 | Q3 2023 | 3 |
KBC Group NV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Avalon Trust Co | 3 | 3 | 0.50% | 0.53% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Wellington Shields Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Alberta Investment Management Corp | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.13% | 0.17% | 0.21% | Q4 2022 | Q2 2023 | 3 |
AVIVA PLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Weil Company, Inc. | 3 | 3 | 0.42% | 0.51% | 0.63% | Q1 2023 | Q3 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Blueshift Asset Management, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.05% | 0.06% | Q3 2020 | Q4 2022 | 3 |
Fosun International Ltd | 3 | 3 | 0.18% | 0.23% | 0.32% | Q3 2021 | Q1 2022 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.40% | 0.95% | Q3 2021 | Q1 2022 | 3 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 1.09% | 1.26% | 1.43% | Q4 2022 | Q1 2023 | 2 |
CAPITAL ADVISORS INC/OK | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2022 | Q3 2022 | 2 |
Kepos Capital LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Trium Capital LLP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Greenwich Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.07% | 0.17% | 0.26% | Q4 2020 | Q2 2021 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q2 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
EVERETT HARRIS & CO /CA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q4 2022 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DENALI ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DekaBank Deutsche Girozentrale | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BFSG, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.05% | 0.09% | 0.14% | Q3 2020 | Q4 2020 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
NICOLA WEALTH MANAGEMENT LTD. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q2 2020 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BAILARD, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NewGen Asset Management Ltd | 2 | 2 | 0.79% | 1.62% | 2.45% | Q4 2020 | Q1 2021 | 2 |
BARINGS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GLAZER CAPITAL, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Better Money Decisions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
State of Alaska, Department of Revenue | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
LS Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Caption Management, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
ClearBridge Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 1.82% | 2.13% | 2.43% | Q3 2023 | Q3 2023 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MONTRUSCO BOLTON INVESTMENTS INC. | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2023 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.03% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Forest Hill Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Redmond Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Horizons Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
NEW SOUTH CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Partners Value Investments L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Brainard Capital Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
EHP Funds Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Nexus Investment Management ULC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2020 | Q1 2020 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
One68 Global Capital, LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q1 2020 | Q1 2020 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2023 | Q3 2023 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Power Corp of Canada | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2021 | Q3 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2022 | Q2 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
TT INTERNATIONAL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Silvant Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
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This page lists all the filers that currently own BROOKFIELD INFRASTRUCTURE CO or have owned BROOKFIELD INFRASTRUCTURE CO in the past.