Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 18 | 18 | 0.00% | 0.00% | 0.06% | Q2 2019 | Q3 2023 | 54 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.45% | 1.74% | Q2 2019 | Q3 2023 | 52 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 50 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.46% | 2.08% | Q2 2019 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 18 | 18 | 0.00% | 1.14% | 3.25% | Q2 2019 | Q3 2023 | 40 |
Walleye Trading LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 36 |
HSBC HOLDINGS PLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 34 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.00% | 0.04% | Q2 2019 | Q3 2023 | 33 |
PEAK6 Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 31 |
Anchor Investment Management, LLC | 16 | 13 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q4 2023 | 29 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 27 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 27 |
SCOTIA CAPITAL INC. | 18 | 18 | 0.14% | 1.55% | 2.69% | Q2 2019 | Q3 2023 | 25 |
SIG North Trading, ULC | 8 | 8 | 0.35% | 1.92% | 5.58% | Q4 2021 | Q3 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 22 |
CHELSEA COUNSEL CO | 21 | 21 | 0.76% | 0.98% | 1.44% | Q3 2018 | Q3 2023 | 21 |
Twin Tree Management, LP | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 21 |
CREDIT SUISSE AG/ | 18 | 18 | 0.00% | 0.08% | 0.18% | Q2 2019 | Q3 2023 | 20 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 20 |
BARCLAYS PLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 20 |
MASSMUTUAL TRUST CO FSB/ADV | 19 | 19 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q4 2023 | 19 |
Hillsdale Investment Management Inc. | 19 | 19 | 0.08% | 0.63% | 1.77% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Partners Group Holding AG | 19 | 19 | 1.48% | 2.52% | 4.72% | Q1 2019 | Q3 2023 | 19 |
Cubist Systematic Strategies, LLC | 9 | 1 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 19 |
Capital Research Global Investors | 18 | 18 | 0.27% | 0.44% | 0.66% | Q2 2019 | Q3 2023 | 18 |
Crossmark Global Holdings, Inc. | 18 | 18 | 0.05% | 0.13% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Gulf International Bank (UK) Ltd | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Tortoise Index Solutions, LLC | 18 | 18 | 4.36% | 7.36% | 8.71% | Q2 2019 | Q3 2023 | 18 |
Lipe & Dalton | 18 | 18 | 0.12% | 1.70% | 3.15% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CIGNA INVESTMENTS INC /NEW | 18 | 18 | 0.04% | 0.10% | 0.19% | Q2 2019 | Q3 2023 | 18 |
LOGAN CAPITAL MANAGEMENT INC | 18 | 18 | 0.02% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Scheer, Rowlett & Associates Investment Management Ltd. | 18 | 18 | 5.20% | 5.89% | 7.06% | Q2 2019 | Q3 2023 | 18 |
Farmers & Merchants Trust Co of Long Beach | 18 | 18 | 0.07% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Nexus Investment Management ULC | 18 | 18 | 2.14% | 2.66% | 3.46% | Q2 2019 | Q3 2023 | 18 |
Cardinal Capital Management, Inc. | 18 | 18 | 4.56% | 5.60% | 12.78% | Q2 2019 | Q3 2023 | 18 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 18 | 0.09% | 0.36% | 0.84% | Q2 2019 | Q3 2023 | 18 |
Archer Investment Corp | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 18 | 18 | 0.01% | 0.06% | 0.21% | Q2 2019 | Q3 2023 | 18 |
FIL Ltd | 18 | 18 | 0.49% | 0.96% | 1.72% | Q2 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.09% | 0.13% | 0.19% | Q2 2019 | Q3 2023 | 18 |
K.J. Harrison & Partners Inc | 18 | 18 | 0.17% | 1.00% | 1.56% | Q2 2019 | Q3 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Fiera Capital Corp | 18 | 18 | 0.13% | 0.23% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NICOLA WEALTH MANAGEMENT LTD. | 18 | 18 | 0.80% | 2.46% | 9.91% | Q2 2019 | Q3 2023 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.09% | 1.28% | 3.75% | Q2 2019 | Q3 2023 | 18 |
M&T BANK CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 18 | 18 | 0.04% | 0.14% | 0.31% | Q2 2019 | Q3 2023 | 18 |
Claret Asset Management Corp | 18 | 18 | 0.09% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
MONTRUSCO BOLTON INVESTMENTS INC. | 18 | 18 | 0.51% | 1.55% | 2.62% | Q2 2019 | Q3 2023 | 18 |
Checchi Capital Advisers, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FORTE CAPITAL LLC /ADV | 18 | 18 | 0.17% | 0.27% | 0.38% | Q2 2019 | Q3 2023 | 18 |
AXA S.A. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 18 | 18 | 0.07% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
ClearBridge Investments Ltd | 18 | 18 | 0.01% | 2.05% | 9.76% | Q2 2019 | Q3 2023 | 18 |
AVIVA PLC | 18 | 18 | 0.06% | 0.11% | 0.25% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Invesco Ltd. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
FIFTH THIRD BANCORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.10% | 0.51% | 0.86% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Creative Planning | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 18 | 18 | 0.70% | 3.18% | 5.86% | Q2 2019 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.34% | 0.67% | 1.10% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
FDx Advisors, Inc. | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Beutel, Goodman & Co Ltd. | 18 | 18 | 0.00% | 2.17% | 4.09% | Q2 2019 | Q3 2023 | 18 |
NATIXIS ADVISORS, L.P. | 18 | 18 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
DIVIDEND ASSETS CAPITAL, LLC | 18 | 18 | 0.01% | 0.29% | 0.72% | Q2 2019 | Q3 2023 | 18 |
Burgundy Asset Management Ltd. | 18 | 18 | 0.15% | 0.97% | 2.24% | Q2 2019 | Q3 2023 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 18 | 18 | 1.10% | 1.71% | 2.24% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.01% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 18 | 18 | 0.04% | 0.09% | 0.18% | Q2 2019 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.08% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Moors & Cabot, Inc. | 18 | 18 | 0.06% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 18 |
NORTHERN TRUST CORP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
JARISLOWSKY, FRASER Ltd | 18 | 18 | 0.13% | 0.78% | 3.27% | Q2 2019 | Q3 2023 | 18 |
Korea Investment CORP | 18 | 18 | 0.03% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Addenda Capital Inc. | 18 | 18 | 2.13% | 2.66% | 3.85% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
DORCHESTER WEALTH MANAGEMENT Co | 18 | 18 | 1.41% | 1.96% | 2.88% | Q2 2019 | Q3 2023 | 18 |
UBS Group AG | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Pinnacle Bancorp, Inc. | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
VAN ECK ASSOCIATES CORP | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 18 | 18 | 0.35% | 0.83% | 1.57% | Q2 2019 | Q3 2023 | 18 |
BANK OF NOVA SCOTIA TRUST CO | 18 | 18 | 2.96% | 3.83% | 4.76% | Q2 2019 | Q3 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.01% | 0.20% | 0.47% | Q2 2019 | Q3 2023 | 18 |
Legal & General Group Plc | 18 | 18 | 0.12% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Royal Fund Management, LLC | 18 | 18 | 0.04% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Energy Income Partners, LLC | 18 | 18 | 0.96% | 5.68% | 11.11% | Q2 2019 | Q3 2023 | 18 |
Radnor Capital Management, LLC | 18 | 18 | 0.12% | 0.39% | 0.79% | Q2 2019 | Q3 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Bogart Wealth, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Heathbridge Capital Management Ltd. | 18 | 18 | 5.66% | 8.38% | 10.56% | Q2 2019 | Q3 2023 | 18 |
ClearBridge Investments | 18 | 18 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 18 |
BENEDICT FINANCIAL ADVISORS INC | 18 | 18 | 0.51% | 0.63% | 0.81% | Q2 2019 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.07% | 0.22% | 0.40% | Q2 2019 | Q3 2023 | 18 |
COHEN & STEERS, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
BESSEMER GROUP INC | 18 | 18 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
SIT INVESTMENT ASSOCIATES INC | 18 | 18 | 0.01% | 0.14% | 0.29% | Q2 2019 | Q3 2023 | 18 |
CIBC Asset Management Inc | 18 | 18 | 1.19% | 1.71% | 2.40% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 10 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 18 | 18 | 1.68% | 3.04% | 4.20% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.11% | 0.24% | 0.41% | Q2 2019 | Q3 2023 | 18 |
INGALLS & SNYDER LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
CIBC Private Wealth Group, LLC | 18 | 18 | 0.02% | 0.13% | 0.47% | Q2 2019 | Q3 2023 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 18 | 18 | 0.02% | 0.44% | 0.95% | Q2 2019 | Q3 2023 | 18 |
BANK OF NOVA SCOTIA | 15 | 1 | 0.06% | 1.61% | 3.31% | Q3 2019 | Q3 2023 | 18 |
Russell Investments Group, Ltd. | 18 | 18 | 0.01% | 0.14% | 0.30% | Q2 2019 | Q3 2023 | 18 |
Bollard Group LLC | 18 | 18 | 0.00% | 0.30% | 0.54% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.04% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
LAZARD ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Candriam S.C.A. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
MILLER HOWARD INVESTMENTS INC /NY | 18 | 18 | 0.11% | 0.78% | 1.67% | Q2 2019 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
GUYASUTA INVESTMENT ADVISORS INC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
DUNCKER STREETT & CO INC | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 18 | 18 | 0.02% | 0.07% | 0.22% | Q2 2019 | Q3 2023 | 18 |
INTACT INVESTMENT MANAGEMENT INC. | 18 | 18 | 1.73% | 2.96% | 4.41% | Q2 2019 | Q3 2023 | 18 |
GUARDIAN CAPITAL LP | 18 | 18 | 0.96% | 3.48% | 6.10% | Q2 2019 | Q3 2023 | 18 |
FEDERATED HERMES, INC. | 18 | 18 | 0.03% | 0.18% | 0.40% | Q2 2019 | Q3 2023 | 18 |
PINNACLE FINANCIAL PARTNERS INC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.03% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
DIMENSIONAL FUND ADVISORS LP | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.01% | 0.08% | 0.18% | Q2 2019 | Q3 2023 | 18 |
NISA INVESTMENT ADVISORS, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
JRM Investment Counsel, LLC | 18 | 18 | 0.52% | 1.33% | 2.14% | Q2 2019 | Q3 2023 | 18 |
Foundations Investment Advisors, LLC | 18 | 18 | 0.01% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 18 |
CENTRAL TRUST Co | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
WELLINGTON MANAGEMENT GROUP LLP | 18 | 18 | 0.00% | 0.20% | 0.35% | Q2 2019 | Q3 2023 | 18 |
VANGUARD GROUP INC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
1832 Asset Management L.P. | 18 | 18 | 0.77% | 1.42% | 2.05% | Q2 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 18 | 18 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
MACKENZIE FINANCIAL CORP | 18 | 18 | 0.73% | 1.12% | 1.59% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Onex Canada Asset Management Inc. | 18 | 18 | 0.63% | 1.29% | 2.28% | Q2 2019 | Q3 2023 | 18 |
Alberta Investment Management Corp | 18 | 18 | 1.11% | 1.54% | 2.44% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.03% | 0.07% | 0.17% | Q2 2019 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18 | 18 | 0.00% | 0.19% | 0.69% | Q2 2019 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CIDEL ASSET MANAGEMENT INC | 18 | 18 | 0.05% | 2.66% | 4.24% | Q2 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
FINANCIAL COUNSELORS INC | 18 | 18 | 0.16% | 0.23% | 0.30% | Q2 2019 | Q3 2023 | 18 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 18 | 18 | 0.05% | 0.28% | 0.63% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CAMDEN NATIONAL BANK | 18 | 18 | 0.74% | 1.10% | 1.52% | Q2 2019 | Q3 2023 | 18 |
Tortoise Investment Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Compagnie Lombard Odier SCmA | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
FULTON BANK, N.A. | 18 | 18 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q4 2023 | 18 |
CNB Bank | 18 | 18 | 0.08% | 0.53% | 0.75% | Q2 2019 | Q3 2023 | 18 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 18 | 18 | 1.15% | 2.76% | 8.11% | Q2 2019 | Q3 2023 | 18 |
GUARDIAN CAPITAL ADVISORS LP | 18 | 18 | 0.94% | 1.51% | 2.19% | Q2 2019 | Q3 2023 | 18 |
TORONTO DOMINION BANK | 18 | 18 | 0.27% | 1.10% | 1.62% | Q2 2019 | Q3 2023 | 18 |
Catalyst Capital Advisors LLC | 18 | 18 | 0.20% | 0.29% | 0.40% | Q2 2019 | Q3 2023 | 18 |
PCJ Investment Counsel Ltd. | 18 | 18 | 0.89% | 1.96% | 3.30% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.15% | 0.25% | 0.53% | Q2 2019 | Q3 2023 | 18 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 18 | 18 | 0.10% | 0.65% | 1.44% | Q2 2019 | Q3 2023 | 18 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
VIKING FUND MANAGEMENT LLC | 13 | 4 | 0.35% | 1.03% | 1.82% | Q2 2019 | Q3 2023 | 17 |
Laird Norton Wetherby Wealth Management, LLC | 17 | 17 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
OMERS ADMINISTRATION Corp | 9 | 8 | 1.30% | 3.35% | 5.23% | Q2 2019 | Q3 2023 | 17 |
BROWN BROTHERS HARRIMAN & CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Epoch Investment Partners, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 4 | 0.09% | 0.13% | 0.17% | Q2 2019 | Q3 2023 | 17 |
VALLEY NATIONAL ADVISERS INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
PARK AVENUE SECURITIES LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Polar Asset Management Partners Inc. | 9 | 5 | 0.01% | 0.10% | 0.35% | Q2 2019 | Q3 2023 | 17 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
DAVENPORT & Co LLC | 13 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
TD ASSET MANAGEMENT INC | 17 | 17 | 0.48% | 0.97% | 1.66% | Q3 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.68% | 1.11% | 1.96% | Q4 2019 | Q4 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Argent Trust Co | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 2 | 0.19% | 1.06% | 1.64% | Q2 2019 | Q3 2023 | 17 |
BOKF, NA | 9 | 8 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 15 | 2 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 17 |
Verdence Capital Advisors LLC | 17 | 17 | 0.05% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 17 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 17 | 17 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q2 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
TRUST CO OF VERMONT | 9 | 8 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Veritable, L.P. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2023 | 17 |
JANUS HENDERSON GROUP PLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
CULLEN/FROST BANKERS, INC. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
WRAPMANAGER INC | 17 | 17 | 0.08% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
JENNISON ASSOCIATES LLC | 17 | 17 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q2 2023 | 17 |
REGIONS FINANCIAL CORP | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
First Bank & Trust | 17 | 17 | 0.31% | 0.47% | 0.59% | Q3 2019 | Q3 2023 | 17 |
HUNTINGTON NATIONAL BANK | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.01% | 0.04% | 0.27% | Q2 2019 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 16 | 16 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q1 2023 | 16 |
Aspire Private Capital, LLC | 10 | 6 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
Arden Trust Co | 16 | 16 | 0.07% | 0.17% | 0.36% | Q3 2019 | Q2 2023 | 16 |
JCIC Asset Management Inc. | 16 | 16 | 1.53% | 2.27% | 6.94% | Q4 2019 | Q3 2023 | 16 |
HighTower Trust Company, N.A. | 16 | 16 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q1 2023 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 0.93% | 2.03% | 4.63% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.18% | 0.60% | 1.16% | Q4 2019 | Q3 2023 | 16 |
Laurel Wealth Advisors, Inc. | 16 | 16 | 0.04% | 0.12% | 0.25% | Q1 2019 | Q4 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.07% | 0.65% | Q3 2019 | Q3 2023 | 16 |
FIRST MANHATTAN CO. LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
VOYA INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 16 |
WHITTIER TRUST CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
QV Investors Inc. | 11 | 2 | 0.00% | 2.47% | 3.83% | Q2 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.87% | 2.51% | Q4 2019 | Q3 2023 | 16 |
Global Retirement Partners, LLC | 9 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Baskin Financial Services Inc. | 16 | 16 | 0.27% | 1.06% | 1.86% | Q2 2019 | Q1 2023 | 16 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
Sugarloaf Wealth Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Capital International Investors | 15 | 15 | 0.12% | 0.34% | 0.43% | Q1 2020 | Q3 2023 | 15 |
Hartford Financial Management Inc. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
IFP Advisors, Inc | 8 | 7 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 15 |
Brookfield Asset Management | 14 | 1 | 0.00% | 0.30% | 0.59% | Q2 2019 | Q3 2023 | 15 |
NORGES BANK | 15 | 15 | 0.07% | 0.11% | 0.15% | Q2 2019 | Q4 2022 | 15 |
TCI Wealth Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NATIXIS | 9 | 2 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 15 |
TUDOR INVESTMENT CORP ET AL | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 15 |
Capital International, Inc./CA/ | 15 | 15 | 0.01% | 0.19% | 0.70% | Q1 2020 | Q3 2023 | 15 |
CWA Asset Management Group, LLC | 8 | 7 | 0.02% | 0.06% | 0.14% | Q2 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Canal Insurance CO | 15 | 15 | 0.10% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 15 |
Icon Wealth Partners, LLC | 6 | 3 | 0.05% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 15 |
Capital International Sarl | 15 | 15 | 0.21% | 0.55% | 0.82% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 12 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 15 |
HoyleCohen, LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q4 2022 | 15 |
TIEDEMANN ADVISORS, LLC | 15 | 15 | 0.07% | 0.77% | 2.01% | Q2 2019 | Q4 2022 | 15 |
COMERICA BANK | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2022 | 15 |
CHICKASAW CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.53% | 1.20% | Q3 2019 | Q1 2023 | 15 |
Grassi Investment Management | 10 | 2 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 15 |
GREENLEAF TRUST | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Birch Capital Management, LLC | 15 | 15 | 0.08% | 0.77% | 1.54% | Q1 2020 | Q3 2023 | 15 |
CAPITAL INTERNATIONAL LTD /CA/ | 15 | 15 | 0.15% | 0.23% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Grove Bank & Trust | 14 | 14 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 13 | 1 | 0.00% | 0.15% | 0.36% | Q1 2020 | Q3 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.08% | 0.32% | Q3 2019 | Q3 2023 | 14 |
Hilltop Holdings Inc. | 13 | 1 | 0.04% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
NTV ASSET MANAGEMENT LLC | 11 | 3 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2023 | 14 |
Sandy Spring Bank | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Blackstone Inc. | 14 | 14 | 0.08% | 0.50% | 2.22% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.08% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
EFG Asset Management (Americas) Corp. | 14 | 14 | 0.22% | 1.08% | 1.87% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Capital World Investors | 14 | 14 | 0.05% | 0.33% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Lee Financial Co | 14 | 14 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q4 2022 | 14 |
ATLAS CAPITAL ADVISORS LLC | 9 | 5 | 0.00% | 0.05% | 0.24% | Q2 2019 | Q4 2022 | 14 |
AGF Investments LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
COMERICA SECURITIES,INC. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2023 | 14 |
Asset Dedication, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Bell Bank | 14 | 14 | 0.40% | 0.61% | 0.83% | Q2 2020 | Q3 2023 | 14 |
GSB Wealth Management, LLC | 13 | 1 | 0.09% | 0.46% | 1.57% | Q4 2019 | Q2 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.04% | 0.09% | 0.23% | Q2 2020 | Q3 2023 | 14 |
SHEETS SMITH WEALTH MANAGEMENT | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2022 | 14 |
Private Advisor Group, LLC | 14 | 14 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2022 | 14 |
American Portfolios Advisors | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Salient Capital Advisors, LLC | 14 | 14 | 2.97% | 6.14% | 14.16% | Q2 2019 | Q3 2022 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 8 | 2 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 14 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 13 |
SG Americas Securities, LLC | 8 | 5 | 0.00% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 13 |
HENNESSY ADVISORS INC | 7 | 6 | 1.64% | 1.90% | 2.53% | Q2 2019 | Q3 2023 | 13 |
BANK OF HAWAII | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2022 | 13 |
Rempart Asset Management Inc. | 13 | 13 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q4 2023 | 13 |
Heronetta Management, L.P. | 13 | 13 | 3.77% | 4.59% | 5.53% | Q3 2020 | Q3 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
DODGE & COX | 13 | 13 | 0.01% | 0.29% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 13 |
Freedom Day Solutions, LLC | 10 | 3 | 0.11% | 0.88% | 1.45% | Q2 2019 | Q3 2022 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2022 | 13 |
Keudell/Morrison Wealth Management | 13 | 13 | 0.10% | 0.13% | 0.18% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Hanson & Doremus Investment Management | 12 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q4 2022 | 13 |
Apollo Management Holdings, L.P. | 13 | 13 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q2 2022 | 13 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 13 |
Anson Funds Management LP | 7 | 6 | 0.05% | 0.31% | 0.62% | Q2 2020 | Q3 2023 | 13 |
PRUDENTIAL FINANCIAL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 12 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2022 | 13 |
WESTPAC BANKING CORP | 12 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q1 2023 | 13 |
Schonfeld Strategic Advisors LLC | 6 | 2 | 0.01% | 0.80% | 2.90% | Q1 2020 | Q3 2023 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 13 | 0.30% | 0.76% | 1.54% | Q3 2020 | Q3 2023 | 13 |
Oxbow Advisors, LLC | 11 | 1 | 0.04% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 12 |
UNIO CAPITAL LLC | 12 | 12 | 0.00% | 0.16% | 0.24% | Q2 2019 | Q1 2022 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.08% | 0.11% | 0.13% | Q3 2020 | Q2 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.01% | 0.07% | 0.18% | Q1 2021 | Q4 2023 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.29% | 0.35% | 0.43% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q1 2022 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 0.97% | 1.47% | 1.93% | Q4 2020 | Q3 2023 | 12 |
Greenline Partners, LLC | 12 | 12 | 1.26% | 1.61% | 2.09% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.18% | 0.23% | 0.30% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.08% | 0.26% | Q3 2019 | Q2 2023 | 12 |
American National Registered Investment Advisor, Inc. | 12 | 12 | 0.10% | 0.17% | 0.26% | Q2 2019 | Q1 2022 | 12 |
AMP Capital Investors Ltd | 12 | 12 | 0.49% | 0.80% | 1.93% | Q2 2019 | Q1 2022 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 1 | 0.00% | 0.25% | 1.09% | Q2 2020 | Q4 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
AMERICAN NATIONAL INSURANCE CO | 12 | 12 | 0.02% | 0.05% | 0.17% | Q2 2019 | Q1 2022 | 12 |
Mariner, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
KCS Wealth Advisory | 12 | 12 | 0.51% | 0.76% | 1.08% | Q2 2019 | Q1 2022 | 12 |
Tacita Capital Inc | 12 | 12 | 0.88% | 1.95% | 2.52% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 12 | 12 | 0.17% | 1.00% | 2.32% | Q2 2019 | Q1 2022 | 12 |
ALBERT D MASON INC | 12 | 12 | 0.50% | 0.62% | 0.80% | Q1 2021 | Q4 2023 | 12 |
Tradewinds Capital Management, LLC | 12 | 12 | 0.03% | 0.07% | 0.14% | Q2 2019 | Q1 2022 | 12 |
Simplicity Solutions, LLC | 6 | 6 | 0.01% | 0.05% | 0.12% | Q3 2019 | Q3 2023 | 12 |
EARNEST PARTNERS LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PARK NATIONAL CORP /OH/ | 12 | 12 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2023 | 12 |
LETKO, BROSSEAU & ASSOCIATES INC | 12 | 12 | 0.01% | 0.91% | 1.50% | Q1 2020 | Q4 2022 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q2 2023 | 12 |
TCTC Holdings, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 12 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 11 |
AGF INVESTMENTS INC. | 11 | 11 | 0.60% | 0.83% | 1.02% | Q1 2020 | Q3 2022 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.48% | 0.56% | 0.67% | Q1 2021 | Q3 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q4 2022 | 11 |
EXANE DERIVATIVES | 10 | 1 | 0.07% | 0.11% | 0.14% | Q2 2019 | Q1 2022 | 11 |
Bristol Gate Capital Partners Inc. | 11 | 11 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 3 | 0.01% | 0.18% | 0.40% | Q2 2019 | Q2 2023 | 11 |
Focused Wealth Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EAGLE GLOBAL ADVISORS LLC | 11 | 11 | 0.02% | 0.63% | 2.71% | Q2 2019 | Q4 2021 | 11 |
FIRST TRUST ADVISORS LP | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CITY HOLDING CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.84% | 1.09% | 1.37% | Q1 2020 | Q3 2022 | 11 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 11 | 11 | 0.30% | 0.54% | 0.83% | Q1 2021 | Q3 2023 | 11 |
Financial Management Professionals, Inc. | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 11 | 11 | 0.00% | 0.05% | 0.18% | Q1 2019 | Q3 2021 | 11 |
Dynamic Technology Lab Private Ltd | 5 | 2 | 0.04% | 0.10% | 0.24% | Q3 2020 | Q3 2023 | 11 |
GOULD ASSET MANAGEMENT LLC /CA/ | 11 | 11 | 0.07% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
HM PAYSON & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Stokes Capital Advisors, LLC | 6 | 5 | 0.12% | 0.36% | 0.70% | Q4 2019 | Q2 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
Sovereign Investment Advisors, LLC | 11 | 11 | 0.75% | 0.99% | 1.24% | Q1 2021 | Q3 2023 | 11 |
EVERETT HARRIS & CO /CA/ | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.11% | 0.41% | Q2 2019 | Q3 2023 | 11 |
Procyon Advisors, LLC | 10 | 1 | 0.03% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
American Research & Management Co. | 11 | 11 | 0.52% | 0.61% | 0.85% | Q1 2020 | Q3 2022 | 11 |
Segment Wealth Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.84% | 4.28% | Q2 2019 | Q4 2022 | 11 |
Gradient Investments LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Texas Yale Capital Corp. | 11 | 11 | 0.04% | 0.18% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Atria Investments, Inc | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Cresset Asset Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 10 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 4 | 0.03% | 0.08% | 0.21% | Q2 2019 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Russell Clark Investment Management Ltd | 10 | 10 | 0.76% | 1.60% | 2.39% | Q2 2019 | Q3 2021 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 10 |
ING GROEP NV | 7 | 3 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 10 |
REAVES W H & CO INC | 6 | 4 | 0.52% | 1.17% | 1.71% | Q2 2019 | Q3 2023 | 10 |
Skandinaviska Enskilda Banken AB (publ) | 8 | 2 | 0.00% | 0.01% | 0.08% | Q2 2020 | Q2 2023 | 10 |
Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 10 |
Hoese & Co LLP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LINCLUDEN MANAGEMENT LTD | 10 | 10 | 0.03% | 1.47% | 5.50% | Q2 2021 | Q3 2023 | 10 |
Quadrature Capital Ltd | 4 | 1 | 0.03% | 0.72% | 2.22% | Q3 2019 | Q3 2023 | 10 |
Achmea Investment Management B.V. | 6 | 4 | 0.00% | 0.06% | 0.23% | Q2 2020 | Q4 2022 | 10 |
RATIONAL ADVISORS LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 10 |
Coastline Trust Co | 6 | 4 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 10 |
FIRST MERCANTILE TRUST CO | 10 | 10 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q3 2021 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
INTRUST BANK NA | 7 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 10 | 10 | 1.54% | 3.81% | 4.46% | Q2 2019 | Q3 2021 | 10 |
Community Bank, N.A. | 10 | 10 | 0.03% | 0.08% | 0.16% | Q2 2019 | Q3 2021 | 10 |
ROBERTS GLORE & CO INC /IL/ | 6 | 2 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q2 2022 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Venture Visionary Partners LLC | 10 | 10 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2023 | 10 |
Pacer Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.06% | 0.27% | Q1 2020 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2021 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2021 | 9 |
BAXTER BROS INC | 9 | 9 | 0.44% | 0.67% | 0.89% | Q3 2021 | Q3 2023 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 8 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 9 |
Cumberland Partners Ltd | 5 | 1 | 0.03% | 0.09% | 0.18% | Q2 2019 | Q3 2022 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.40% | 0.48% | 0.59% | Q3 2021 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 3 | 0.03% | 0.15% | 0.30% | Q2 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Vestcor Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.03% | 0.29% | 0.44% | Q3 2021 | Q3 2023 | 9 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 7 | 1 | 0.01% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 9 |
TRUST CO OF VIRGINIA /VA | 9 | 9 | 0.39% | 0.56% | 0.72% | Q4 2020 | Q4 2022 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 9 |
Assenagon Asset Management S.A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Mount Yale Investment Advisors, LLC | 9 | 9 | 0.06% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Man Group plc | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Winch Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.04% | 0.20% | 0.67% | Q1 2019 | Q3 2023 | 9 |
FinTrust Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
PICTET ASSET MANAGEMENT LTD | 9 | 9 | 0.02% | 0.10% | 0.28% | Q2 2019 | Q2 2021 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.07% | 0.18% | 0.35% | Q1 2020 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 8 |
Sutton Wealth Advisors Inc. | 6 | 2 | 0.00% | 0.05% | 0.08% | Q2 2017 | Q4 2022 | 8 |
DAVIS-REA LTD. | 5 | 3 | 0.11% | 0.14% | 0.18% | Q2 2019 | Q2 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 0.33% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Voya Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.03% | 0.03% | Q2 2019 | Q1 2021 | 8 |
VALICENTI ADVISORY SERVICES INC | 8 | 8 | 0.84% | 1.14% | 1.50% | Q2 2020 | Q1 2022 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.41% | 0.92% | Q4 2021 | Q3 2023 | 8 |
apricus wealth, LLC | 8 | 8 | 1.74% | 2.04% | 2.28% | Q4 2021 | Q3 2023 | 8 |
Renasant Bank | 7 | 1 | 0.17% | 0.19% | 0.22% | Q4 2020 | Q1 2023 | 8 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q4 2022 | 8 |
DEARBORN PARTNERS LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Clark Capital Management Group, Inc. | 8 | 8 | 0.23% | 0.36% | 0.61% | Q2 2019 | Q1 2021 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q1 2021 | 8 |
Regal Wealth Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 8 |
QS Investors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
Vestmark Advisory Solutions, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.02% | 0.13% | 0.50% | Q3 2019 | Q3 2022 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 8 |
Argyle Capital Management Inc. | 8 | 8 | 0.24% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CINCINNATI INSURANCE CO | 8 | 8 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q2 2021 | 8 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 6 | 2 | 0.03% | 0.16% | 0.86% | Q1 2021 | Q2 2023 | 8 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2022 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.16% | 0.34% | Q4 2019 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.27% | 0.87% | 2.17% | Q4 2021 | Q3 2023 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CREDIT AGRICOLE S A | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.39% | 0.62% | 0.88% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 5 | 1 | 0.01% | 0.10% | 0.60% | Q2 2019 | Q3 2023 | 8 |
APG Asset Management N.V. | 8 | 8 | 0.01% | 0.11% | 0.16% | Q2 2019 | Q1 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 1.91% | 2.39% | 2.70% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Taylor Frigon Capital Management LLC | 8 | 8 | 0.26% | 0.39% | 0.68% | Q1 2020 | Q4 2021 | 8 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 7 |
NewGen Asset Management Ltd | 6 | 1 | 1.70% | 3.07% | 4.34% | Q4 2020 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
State of Tennessee, Treasury Department | 5 | 2 | 0.08% | 0.18% | 0.32% | Q2 2019 | Q3 2023 | 7 |
GODSEY & GIBB, INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Aperio Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q4 2020 | 7 |
Alan B Lancz & Associates, Inc. | 7 | 7 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q2 2023 | 7 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.08% | 0.13% | Q2 2019 | Q2 2023 | 7 |
UMB Bank, n.a. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Pendal Group Ltd | 4 | 3 | 0.01% | 0.04% | 0.15% | Q1 2021 | Q4 2022 | 7 |
BLUESTEIN R H & CO LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 2 | 0.08% | 0.14% | 0.20% | Q3 2019 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Edgestream Partners, L.P. | 5 | 2 | 0.02% | 0.13% | 0.29% | Q4 2020 | Q1 2023 | 7 |
Buckingham Capital Management, Inc. | 7 | 7 | 0.04% | 0.23% | 0.38% | Q2 2019 | Q4 2020 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.10% | 0.18% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Capital Bank & Trust Co | 6 | 1 | 0.00% | 0.29% | 0.44% | Q2 2019 | Q2 2021 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.11% | 0.14% | 0.17% | Q3 2021 | Q1 2023 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q4 2020 | 7 |
Lester Murray Antman dba SimplyRich | 7 | 7 | 0.42% | 0.66% | 0.84% | Q1 2021 | Q3 2022 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2022 | 7 |
SILVERLAKE WEALTH MANAGEMENT LLC | 7 | 7 | 0.19% | 0.23% | 0.30% | Q4 2021 | Q2 2023 | 7 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 7 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q2 2023 | 7 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 7 | 7 | 2.24% | 2.60% | 3.21% | Q4 2021 | Q2 2023 | 7 |
Bell Investment Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
PRUDENTIAL PLC | 5 | 2 | 0.10% | 0.21% | 0.34% | Q2 2019 | Q3 2021 | 7 |
FORA Capital, LLC | 2 | 1 | 0.11% | 0.17% | 0.24% | Q4 2019 | Q1 2023 | 7 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Weaver C. Barksdale & Associates, Inc. | 7 | 7 | 1.17% | 1.46% | 1.82% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Triasima Portfolio Management inc. | 4 | 1 | 0.12% | 0.30% | 0.53% | Q4 2020 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MUFG SECURITIES (CANADA), LTD. | 6 | 6 | 2.84% | 20.35% | 31.18% | Q4 2020 | Q1 2022 | 6 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
PITTENGER & ANDERSON INC | 6 | 6 | 0.07% | 0.15% | 0.18% | Q1 2019 | Q2 2020 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2020 | 6 |
Sargent Bickham Lagudis LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
Sourcerock Group LLC | 6 | 6 | 0.16% | 0.28% | 0.45% | Q1 2022 | Q2 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Murchinson Ltd. | 4 | 2 | 27.84% | 58.76% | 80.56% | Q4 2021 | Q3 2023 | 6 |
Physician Wealth Advisors, Inc. | 6 | 6 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2022 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Mondrian Investment Partners LTD | 5 | 1 | 0.00% | 4.59% | 13.84% | Q2 2019 | Q3 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
J. W. Coons Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
WEST PACES ADVISORS INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
abrdn plc | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
MACQUARIE GROUP LTD | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 6 |
NuWave Investment Management, LLC | 4 | 2 | 0.01% | 0.16% | 0.27% | Q3 2020 | Q3 2022 | 6 |
Keystone Financial Group | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2019 | Q3 2020 | 6 |
Lantz Financial LLC | 4 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Jefferies Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Hexavest Inc. | 6 | 6 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q3 2020 | 6 |
Kozak & Associates, Inc. | 6 | 6 | 0.01% | 0.04% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Certified Advisory Corp | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 6 |
SIR Capital Management, L.P. | 4 | 2 | 0.84% | 3.04% | 5.84% | Q3 2019 | Q2 2021 | 6 |
Syverson Strege & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.10% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Estabrook Capital Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Paloma Partners Management Co | 5 | 5 | 0.01% | 0.02% | 0.08% | Q2 2020 | Q2 2021 | 6 |
Point72 Asset Management, L.P. | 4 | 1 | 0.01% | 0.06% | 0.13% | Q2 2019 | Q1 2021 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2020 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cedar Brook Financial Partners, LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
XTX Topco Ltd | 2 | 1 | 0.09% | 0.15% | 0.24% | Q3 2021 | Q3 2023 | 5 |
BARINGS LLC | 5 | 5 | 0.08% | 0.22% | 0.46% | Q1 2020 | Q1 2021 | 5 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q2 2023 | 5 |
Kistler-Tiffany Companies, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 5 |
BRINKER CAPITAL INC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q2 2020 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.70% | 0.90% | 1.01% | Q3 2022 | Q3 2023 | 5 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 5 |
Empowered Funds, LLC | 5 | 5 | 0.05% | 0.08% | 0.08% | Q4 2020 | Q4 2021 | 5 |
PORTLAND INVESTMENT COUNSEL INC. | 5 | 5 | 1.19% | 6.41% | 8.36% | Q4 2020 | Q4 2021 | 5 |
CI INVESTMENTS INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Nuveen Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2022 | Q3 2023 | 5 |
Concorde Asset Management, LLC | 2 | 1 | 1.07% | 1.50% | 2.31% | Q1 2021 | Q4 2022 | 5 |
Te Ahumairangi Investment Management Ltd | 5 | 5 | 0.09% | 0.31% | 0.44% | Q3 2020 | Q3 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 2 | 0.08% | 0.19% | 0.34% | Q1 2021 | Q4 2022 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Freedman Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.07% | 0.13% | Q2 2019 | Q4 2021 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q2 2022 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LVW Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.14% | 0.20% | 0.27% | Q1 2019 | Q1 2020 | 5 |
Robertson Stephens Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
MOTCO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
West Family Investments, Inc. | 4 | 1 | 0.06% | 0.33% | 1.28% | Q1 2021 | Q2 2022 | 5 |
Bridgefront Capital, LLC | 4 | 1 | 0.13% | 0.32% | 0.64% | Q1 2021 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.01% | 0.17% | 0.42% | Q3 2019 | Q3 2020 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
TOBAM | 5 | 5 | 0.22% | 0.39% | 0.62% | Q3 2022 | Q3 2023 | 5 |
Optiver Holding B.V. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Thrive Capital Management, LLC | 5 | 5 | 0.14% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2020 | 5 |
CarsonAllaria Wealth Management, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2020 | Q4 2021 | 5 |
NFJ INVESTMENT GROUP, LLC | 4 | 1 | 0.04% | 0.22% | 0.89% | Q1 2021 | Q3 2023 | 5 |
BOWEN HANES & CO INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2020 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 5 |
Manitou Investment Management Ltd. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q2 2021 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q4 2022 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 5 |
Core Alternative Capital | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
DC Investments Management, LLC | 5 | 5 | 0.11% | 0.21% | 0.35% | Q2 2019 | Q2 2020 | 5 |
Truvestments Capital LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
GDS Wealth Management | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Bellwether Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Windsor Advisory Group, LLC | 4 | 4 | 1.02% | 1.19% | 1.32% | Q4 2022 | Q3 2023 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.17% | 0.36% | 0.88% | Q1 2021 | Q4 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 2 | 2 | 0.05% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 4 |
First County Bank /CT/ | 4 | 4 | 0.51% | 0.66% | 0.82% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Cipher Capital LP | 2 | 1 | 0.09% | 0.20% | 0.27% | Q2 2020 | Q2 2023 | 4 |
Wealthstar Advisors, LLC | 4 | 4 | 0.10% | 0.16% | 0.30% | Q2 2022 | Q1 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.51% | 0.56% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Quantitative Investment Management, LLC | 1 | 1 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q3 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewEdge Wealth, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.23% | 4.25% | 13.09% | Q4 2019 | Q3 2023 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Willingdon Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Andra AP-fonden | 4 | 4 | 0.03% | 0.07% | 0.10% | Q3 2019 | Q2 2020 | 4 |
Bernicke Wealth Management, Ltd. | 4 | 4 | 0.61% | 0.66% | 0.69% | Q2 2019 | Q1 2020 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.31% | 0.37% | 0.47% | Q2 2022 | Q1 2023 | 4 |
Ninepoint Partners LP | 2 | 2 | 0.15% | 0.16% | 0.19% | Q3 2019 | Q3 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Csenge Advisory Group | 4 | 4 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q3 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 1.05% | 1.84% | 2.37% | Q2 2019 | Q1 2022 | 4 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.02% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.41% | 0.98% | 1.26% | Q4 2022 | Q3 2023 | 4 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 4 | 4 | 0.53% | 0.78% | 0.89% | Q1 2021 | Q4 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.14% | 0.35% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.54% | 0.62% | 0.68% | Q4 2022 | Q3 2023 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.42% | 1.07% | 1.69% | Q2 2019 | Q1 2020 | 4 |
Versor Investments LP | 2 | 2 | 0.01% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 4 |
World Asset Management Inc | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.13% | 0.15% | 0.17% | Q3 2019 | Q2 2020 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Advisors LLC | 4 | 4 | 1.30% | 5.98% | 13.30% | Q2 2019 | Q1 2020 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
NORDEA INVESTMENT MANAGEMENT AB | 4 | 4 | 0.49% | 0.66% | 0.78% | Q2 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 4 | 0.09% | 0.11% | 0.13% | Q1 2020 | Q4 2020 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.31% | 0.40% | 0.60% | Q2 2019 | Q1 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q3 2021 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.07% | 0.16% | 0.20% | Q2 2019 | Q1 2020 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Apollon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Bridgewater Associates | 4 | 4 | 0.12% | 0.18% | 0.27% | Q2 2019 | Q1 2020 | 4 |
Capital Innovations LLC | 3 | 3 | 0.77% | 2.94% | 4.64% | Q2 2019 | Q4 2019 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.33% | 0.36% | 0.39% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CoreFirst Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
Watson Rebecca | 3 | 3 | 0.15% | 0.16% | 0.19% | Q1 2020 | Q3 2020 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.56% | 0.57% | 0.59% | Q2 2019 | Q4 2019 | 3 |
qPULA Trading Management LP | 2 | 1 | 0.42% | 0.60% | 0.95% | Q1 2021 | Q1 2022 | 3 |
Schubert & Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
MAI Capital Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.02% | 0.16% | 0.33% | Q3 2019 | Q1 2021 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2022 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.06% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
Landmark Bank | 3 | 3 | 0.05% | 0.12% | 0.15% | Q2 2019 | Q4 2019 | 3 |
Summit Global Investments | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2019 | Q3 2019 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
Ethic Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 3 |
Baird Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 3 |
Marcum Wealth, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 3 |
Vontobel Holding Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
J. Goldman & Co LP | 2 | 1 | 0.02% | 0.16% | 0.29% | Q1 2020 | Q1 2021 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.39% | 0.43% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Utah Retirement Systems | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.13% | 0.19% | Q3 2022 | Q3 2023 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 1.08% | 1.13% | 1.21% | Q3 2019 | Q1 2020 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Simmons Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
PDT Partners, LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q4 2020 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.42% | 2.12% | 2.69% | Q3 2019 | Q1 2020 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Value Partners Investments Inc. | 3 | 3 | 0.44% | 0.58% | 0.72% | Q2 2020 | Q4 2020 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
SL ADVISORS, LLC | 2 | 1 | 1.37% | 1.91% | 2.40% | Q4 2022 | Q3 2023 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
First Eagle Investment Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.28% | 0.30% | 0.30% | Q2 2019 | Q4 2019 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.06% | 0.11% | 0.18% | Q1 2022 | Q4 2022 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.43% | 0.52% | 0.58% | Q1 2021 | Q3 2021 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q1 2020 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
True North Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
WEXFORD CAPITAL LP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.38% | 0.41% | 0.44% | Q2 2023 | Q3 2023 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Benson Investment Management Company, Inc. | 2 | 2 | 2.09% | 2.10% | 2.11% | Q1 2023 | Q2 2023 | 2 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q4 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Pearl River Capital, LLC | 2 | 2 | 0.19% | 0.38% | 0.56% | Q3 2022 | Q4 2022 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
SFMG, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Elkfork Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.08% | 0.13% | 0.18% | Q1 2021 | Q2 2021 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Uniplan Investment Counsel, Inc. | 2 | 2 | 0.52% | 0.53% | 0.54% | Q2 2019 | Q3 2019 | 2 |
Glen Harbor Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
HF Advisory Group, LLC | 2 | 2 | 1.23% | 1.27% | 1.32% | Q2 2023 | Q3 2023 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Holistic Financial Partners | 2 | 2 | 0.12% | 0.15% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Centerstone Investors, LLC | 2 | 2 | 0.83% | 0.96% | 1.08% | Q1 2020 | Q2 2020 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Morningstar Investment Management LLC | 1 | 1 | 1.51% | 1.57% | 1.64% | Q2 2021 | Q1 2022 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Centenus Global Management, LP | 2 | 2 | 0.44% | 0.64% | 0.85% | Q4 2019 | Q1 2020 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
PECONIC PARTNERS LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q1 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 4.41% | 5.36% | 6.32% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Cerebellum GP, LLC | 2 | 2 | 0.24% | 0.26% | 0.29% | Q3 2019 | Q4 2019 | 2 |
Greystone Managed Investments Inc. | 2 | 2 | 0.42% | 0.44% | 0.46% | Q2 2019 | Q3 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Prestige Wealth Management Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 2.23% | 2.45% | 2.67% | Q1 2020 | Q2 2020 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MANA Advisors LLC | 2 | 2 | 0.86% | 1.12% | 1.39% | Q2 2020 | Q3 2020 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Neuburgh Advisers LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Corient Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Parkwood LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q2 2022 | 2 |
Canoe Financial LP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 1.27% | 1.31% | 1.36% | Q3 2019 | Q4 2019 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
National Pension Service | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2019 | Q1 2020 | 2 |
RWC Asset Management LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
COWA, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
Meadow Creek Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Astrantus Ltd | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2022 | Q1 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2023 | Q2 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2021 | Q1 2021 | 1 |
Fairholme Capital Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2021 | Q1 2021 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
State of New Jersey Common Pension Fund D | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
TSFG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 3.18% | 3.18% | 3.18% | Q2 2019 | Q2 2019 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Clarius Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 3.53% | 3.53% | 3.53% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2020 | Q4 2020 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2019 | Q3 2019 | 1 |
Fractal Investments LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2022 | Q2 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JB Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2020 | Q3 2020 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Cypress Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
LBP AM SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ausbil Investment Management Ltd | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2023 | Q3 2023 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Caldwell Investment Management Ltd. | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2022 | Q3 2022 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Insight Folios Inc | 1 | 1 | 2.20% | 2.20% | 2.20% | Q4 2021 | Q4 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wills Financial Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
New Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2020 | Q3 2020 | 1 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KGH Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Signition LP | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Yaupon Capital Management LP | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2020 | Q2 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
OSSIAM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2019 | Q2 2019 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q2 2019 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
ADE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Kassirer Asset Management Corp | 1 | 1 | 6.27% | 6.27% | 6.27% | Q2 2019 | Q2 2019 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aventail Capital Group, LP | 1 | 1 | 3.92% | 3.92% | 3.92% | Q4 2020 | Q4 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own TC ENERGY CORP or have owned TC ENERGY CORP in the past.