Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 35 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q4 2021 | 39 |
SIT INVESTMENT ASSOCIATES INC | 37 | 37 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2022 | 37 |
Bollard Group LLC | 36 | 36 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q1 2022 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.05% | 0.18% | 0.33% | Q2 2013 | Q1 2022 | 36 |
M&R CAPITAL MANAGEMENT INC | 36 | 36 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q1 2022 | 36 |
Hanson & Doremus Investment Management | 36 | 36 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2022 | 36 |
NATIXIS ADVISORS, L.P. | 36 | 36 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 36 |
WHITTIER TRUST CO OF NEVADA INC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
AMERIPRISE FINANCIAL INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Avalon Investment & Advisory | 35 | 35 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q4 2021 | 35 |
COMERICA BANK | 35 | 35 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2022 | 35 |
GUGGENHEIM CAPITAL LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
DIMENSIONAL FUND ADVISORS LP | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Bank of New York Mellon Corp | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 35 |
US BANCORP \DE\ | 35 | 35 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 35 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 35 | 35 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2021 | 35 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 35 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 35 |
CITIGROUP INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
GEODE CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 34 |
STATE STREET CORP | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
FIFTH THIRD BANCORP | 24 | 9 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 33 |
Gemmer Asset Management LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2021 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 11 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 32 |
Renaissance Technologies | 30 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 32 |
Advisors Asset Management, Inc. | 32 | 32 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q1 2021 | 32 |
Checchi Capital Advisers, LLC | 32 | 32 | 0.02% | 0.07% | 0.14% | Q1 2014 | Q4 2021 | 32 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
1832 Asset Management L.P. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 32 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.18% | 0.36% | Q2 2013 | Q4 2020 | 31 |
WRIGHT INVESTORS SERVICE INC | 31 | 31 | 0.14% | 0.77% | 1.87% | Q2 2013 | Q4 2020 | 31 |
GLENMEDE TRUST CO NA | 30 | 30 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2020 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2020 | 30 |
HUNTINGTON NATIONAL BANK | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q2 2021 | 30 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 4 | 0.00% | 0.24% | 1.29% | Q2 2013 | Q4 2021 | 29 |
D. E. Shaw & Co., Inc. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 29 |
ADVISOR PARTNERS LLC | 18 | 11 | 0.04% | 0.10% | 0.23% | Q2 2013 | Q1 2022 | 29 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 29 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2021 | 29 |
World Asset Management Inc | 28 | 28 | 0.03% | 0.13% | 0.21% | Q2 2013 | Q1 2020 | 28 |
Laird Norton Wetherby Wealth Management, LLC | 28 | 28 | 0.01% | 0.24% | 0.40% | Q2 2013 | Q1 2020 | 28 |
Kovack Advisors, Inc. | 27 | 1 | 0.03% | 0.14% | 0.40% | Q2 2015 | Q2 2022 | 28 |
Camelot Portfolios, LLC | 28 | 28 | 0.11% | 0.28% | 0.43% | Q1 2015 | Q4 2021 | 28 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 12 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2022 | 27 |
QUADRANT CAPITAL GROUP LLC | 27 | 27 | 0.00% | 0.06% | 0.15% | Q2 2015 | Q4 2021 | 27 |
ENTERPRISE FINANCIAL SERVICES CORP | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
LAZARD ASSET MANAGEMENT LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
Hardman Johnston Global Advisors LLC | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
TODD ASSET MANAGEMENT LLC | 26 | 26 | 0.03% | 0.18% | 0.61% | Q2 2013 | Q3 2019 | 26 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
HighTower Advisors, LLC | 21 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 25 |
STIFEL FINANCIAL CORP | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 25 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 25 |
DEUTSCHE BANK AG\ | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 25 |
IFP Advisors, Inc | 14 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 25 |
Epoch Investment Partners, Inc. | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 25 |
SIGNATUREFD, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2021 | 25 |
Oxbow Advisors, LLC | 24 | 24 | 0.07% | 0.99% | 2.53% | Q3 2013 | Q2 2019 | 24 |
Gilman Hill Asset Management, LLC | 24 | 24 | 0.12% | 0.38% | 0.58% | Q1 2014 | Q4 2019 | 24 |
NEXT Financial Group, Inc | 12 | 5 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 23 |
HOWE & RUSLING INC | 23 | 23 | 0.00% | 0.26% | 0.87% | Q2 2013 | Q4 2018 | 23 |
LPL Financial LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2021 | 23 |
Parallel Advisors, LLC | 23 | 23 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2022 | 23 |
Mirae Asset Global Investments Co., Ltd. | 10 | 3 | 0.02% | 0.08% | 0.15% | Q4 2011 | Q2 2018 | 23 |
Gradient Investments LLC | 21 | 1 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q4 2021 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2021 | 22 |
Kistler-Tiffany Companies, LLC | 22 | 22 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2018 | 22 |
TD ASSET MANAGEMENT INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
First Horizon Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2012 | Q1 2017 | 21 |
GUARDIAN CAPITAL LP | 21 | 21 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q2 2018 | 21 |
M&T BANK CORP | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2020 | 21 |
TORONTO DOMINION BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2021 | 21 |
Fisher Asset Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
Crossmark Global Holdings, Inc. | 20 | 1 | 0.04% | 0.12% | 0.21% | Q3 2016 | Q2 2022 | 21 |
Glassman Wealth Services | 10 | 10 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q1 2022 | 20 |
LOGAN CAPITAL MANAGEMENT INC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
BOYS ARNOLD & CO INC | 11 | 9 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2018 | 20 |
Shoker Investment Counsel, Inc. | 20 | 20 | 0.22% | 0.46% | 0.65% | Q4 2013 | Q3 2018 | 20 |
CHEMICAL BANK | 20 | 20 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 19 |
Citadel Advisors | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q3 2018 | 19 |
RHUMBLINE ADVISERS | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 18 |
GUARDIAN CAPITAL ADVISORS LP | 18 | 18 | 0.04% | 0.30% | 0.54% | Q4 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Cardinal Capital Management, Inc. | 11 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q4 2018 | 18 |
MIDAS MANAGEMENT CORP | 17 | 17 | 0.58% | 0.83% | 1.24% | Q4 2013 | Q4 2017 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 17 |
Hexavest Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.11% | 0.18% | 0.33% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.18% | 0.31% | 0.51% | Q2 2013 | Q2 2017 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 17 |
FEDERATED HERMES, INC. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 16 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q1 2017 | 16 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.02% | 0.04% | Q3 2011 | Q3 2015 | 15 |
Edge Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2018 | 15 |
Lenox Wealth Advisors, LLC | 14 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2018 | 15 |
SUNTRUST BANKS INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 15 |
Calvert Investment Management, Inc. | 15 | 15 | 0.04% | 0.13% | 0.27% | Q2 2013 | Q4 2016 | 15 |
ATLAS CAPITAL ADVISORS LLC | 14 | 1 | 0.02% | 0.08% | 0.28% | Q2 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q2 2022 | 15 |
Private Capital Group, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 15 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 15 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
CWM, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 14 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q2 2019 | 14 |
American Portfolios Advisors | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 14 |
FMR LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
ZEVIN ASSET MANAGEMENT LLC | 9 | 5 | 0.05% | 1.03% | 3.10% | Q2 2013 | Q1 2018 | 14 |
WFG Advisors, LP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
BANK OF HAWAII | 13 | 13 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2016 | 13 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.03% | 0.17% | 0.36% | Q4 2015 | Q1 2021 | 13 |
REGIONS FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2020 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2016 | 13 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
BTC Capital Management, Inc. | 12 | 1 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2021 | 13 |
PEOPLES FINANCIAL SERVICES CORP. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
TOMPKINS FINANCIAL CORP | 11 | 1 | 0.00% | 0.04% | 0.05% | Q4 2013 | Q1 2017 | 12 |
CIBC WORLD MARKET INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 12 |
Zions Bancorporation, N.A. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
American National Registered Investment Advisor, Inc. | 12 | 12 | 0.14% | 0.18% | 0.21% | Q2 2013 | Q1 2016 | 12 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2015 | 12 |
BlackRock Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 12 |
Allworth Financial LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Taylor Frigon Capital Management LLC | 6 | 6 | 0.48% | 0.68% | 0.80% | Q1 2015 | Q1 2019 | 12 |
Rodgers Brothers Inc. | 11 | 1 | 0.03% | 0.11% | 0.18% | Q1 2014 | Q1 2020 | 12 |
Caprock Group, LLC | 5 | 1 | 0.00% | 0.06% | 0.22% | Q1 2016 | Q1 2022 | 12 |
AdvisorNet Financial, Inc | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 12 |
Janney Montgomery Scott LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 11 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2019 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
Ellevest, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 11 |
Candriam S.C.A. | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 11 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 11 |
Rehmann Capital Advisory Group | 7 | 4 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q3 2019 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2020 | 11 |
Eventide Asset Management | 11 | 11 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q1 2018 | 11 |
A. D. Beadell Investment Counsel, Inc. | 11 | 11 | 0.21% | 0.24% | 0.29% | Q4 2014 | Q2 2017 | 11 |
Global Retirement Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
DEERE & CO | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Freedom Investment Management, Inc. | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q4 2017 | 10 |
RONALD BLUE & CO LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
CONNABLE OFFICE INC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2015 | 10 |
Stanley-Laman Group, Ltd. | 10 | 10 | 0.15% | 0.56% | 0.71% | Q4 2013 | Q1 2016 | 10 |
Mawer Investment Management Ltd. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2019 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Steward Partners Investment Advisory, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2020 | 10 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Ballentine Partners, LLC | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 9 |
SALEM INVESTMENT COUNSELORS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 9 |
Ethic Inc. | 9 | 9 | 0.05% | 0.13% | 0.24% | Q4 2019 | Q4 2021 | 9 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2018 | 9 |
Weather Gauge Advisory, LLC | 9 | 9 | 0.18% | 0.27% | 0.34% | Q4 2018 | Q4 2020 | 9 |
Raymond James Financial Services Advisors, Inc. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q4 2021 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Moser Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 9 |
AMERICAN CENTURY COMPANIES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Pinnacle Wealth Planning Services, Inc. | 9 | 9 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 9 |
IMS Capital Management | 8 | 1 | 0.10% | 0.21% | 0.27% | Q4 2015 | Q3 2018 | 9 |
Smithfield Trust Co | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2020 | 9 |
FDx Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 9 |
EATON VANCE MANAGEMENT | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 1 | 0.00% | 0.11% | 0.16% | Q2 2013 | Q4 2017 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2017 | Q3 2019 | 9 |
Janney Capital Management LLC | 9 | 9 | 0.00% | 0.98% | 1.24% | Q2 2013 | Q2 2015 | 9 |
Column Capital Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
OSAIC HOLDINGS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
American Trust Investment Advisors, LLC | 3 | 1 | 0.16% | 0.20% | 0.23% | Q1 2015 | Q4 2019 | 8 |
MARIETTA INVESTMENT PARTNERS LLC | 8 | 8 | 0.09% | 0.13% | 0.24% | Q1 2016 | Q4 2017 | 8 |
Transamerica Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
SMITH ASSET MANAGEMENT GROUP LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Martin Capital Partners, LLC | 8 | 8 | 1.87% | 2.18% | 2.78% | Q4 2017 | Q3 2019 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 8 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 8 |
Clarius Group, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 8 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Corient Capital Partners, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2021 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 8 | 8 | 1.07% | 1.45% | 2.02% | Q3 2013 | Q2 2015 | 8 |
Crosspoint Capital Strategies, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 8 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.08% | 0.15% | 0.20% | Q2 2016 | Q1 2018 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Whitnell & Co. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2017 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Altium Wealth Management LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q4 2021 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2020 | 8 |
Neuberger Berman Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Cubist Systematic Strategies, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2021 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 7 |
NAPLES GLOBAL ADVISORS, LLC | 7 | 7 | 0.10% | 0.13% | 0.14% | Q4 2013 | Q2 2015 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Cypress Wealth Advisors LLC | 7 | 7 | 0.14% | 0.17% | 0.21% | Q3 2015 | Q1 2017 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2019 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
QUANTUM CAPITAL MANAGEMENT | 7 | 7 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
TEACHERS ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
SAGE RHINO CAPITAL LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q4 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.04% | 0.12% | 0.19% | Q2 2020 | Q4 2021 | 7 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2013 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
First Trust Direct Indexing L.P. | 6 | 6 | 0.00% | 0.15% | 0.21% | Q4 2020 | Q1 2022 | 6 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2021 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.08% | 0.08% | 0.10% | Q1 2016 | Q2 2017 | 6 |
NOMURA HOLDINGS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 6 |
Lebenthal Holdings,LLC | 6 | 6 | 0.05% | 0.09% | 0.13% | Q1 2015 | Q2 2016 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q3 2021 | 6 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2018 | 6 |
ALLIANCEBERNSTEIN L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
1st Global Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2017 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.12% | 0.14% | 0.17% | Q4 2013 | Q1 2015 | 6 |
BOWEN HANES & CO INC | 6 | 6 | 0.64% | 0.71% | 0.80% | Q2 2013 | Q3 2014 | 6 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Progressive Investment Management Corp | 6 | 6 | 0.00% | 0.06% | 0.24% | Q4 2013 | Q1 2015 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
MISSION WEALTH MANAGEMENT, LP | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q1 2017 | 6 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q1 2015 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2017 | 6 |
Evercore Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 5 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
FINANCIAL COUNSELORS INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2017 | 5 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.06% | 0.10% | Q2 2019 | Q1 2021 | 5 |
Cohen Investment Advisors LLC | 5 | 5 | 0.23% | 0.33% | 0.37% | Q4 2020 | Q4 2021 | 5 |
HL FINANCIAL SERVICES LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 5 |
STERNE AGEE GROUP, INC. | 3 | 2 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q1 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
EAGLE ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
First National Bank of South Miami | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 5 |
Balentine LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 5 |
Convergence Investment Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q1 2018 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Dorsey & Whitney Trust CO LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2019 | 5 |
SG Americas Securities, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 5 |
ProVise Management Group, LLC | 4 | 4 | 0.05% | 0.10% | 0.13% | Q4 2013 | Q3 2014 | 4 |
North Star Investment Management Corp. | 3 | 1 | 0.00% | 0.11% | 0.15% | Q3 2018 | Q3 2019 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
GENESEE VALLEY TRUST CO | 4 | 4 | 0.20% | 0.22% | 0.24% | Q2 2013 | Q1 2014 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Brinker Capital Investments, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2016 | Q1 2017 | 4 |
Lourd Capital, LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2018 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
CONNING INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Pacer Advisors, Inc. | 3 | 1 | 0.01% | 0.06% | 0.19% | Q4 2013 | Q4 2019 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
BDO Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.02% | 0.07% | 0.17% | Q1 2017 | Q4 2021 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
PROFUND ADVISORS LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Patriot Financial Group Insurance Agency, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Ridgewood Investments LLC | 4 | 4 | 0.19% | 0.21% | 0.27% | Q2 2018 | Q1 2019 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Artisan Partners Limited Partnership | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Wealth Advisors of Tampa Bay, LLC | 3 | 3 | 2.47% | 2.60% | 2.72% | Q1 2019 | Q3 2019 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Morningstar Investment Services LLC | 3 | 3 | 0.16% | 0.22% | 0.25% | Q2 2013 | Q4 2013 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q2 2015 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 3 |
Qtron Investments LLC | 3 | 3 | 0.16% | 0.19% | 0.21% | Q1 2021 | Q3 2021 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.11% | 0.13% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2020 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.02% | 0.17% | 0.26% | Q4 2017 | Q2 2018 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
YOUSIF CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
American Investment Services, Inc. | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2017 | Q4 2017 | 3 |
Walleye Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Arlington Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 3 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2018 | Q3 2018 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2022 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 2 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 2 |
LMR Partners LLP | 2 | 2 | 0.35% | 0.59% | 0.83% | Q3 2018 | Q4 2018 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 2 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q4 2018 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q1 2017 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.00% | 0.05% | 0.09% | Q4 2021 | Q1 2022 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2020 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2018 | Q1 2019 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.39% | 0.44% | 0.49% | Q4 2020 | Q1 2021 | 2 |
LUPO SECURITIES, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2014 | Q1 2015 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q4 2021 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.11% | 0.19% | Q1 2016 | Q4 2018 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.13% | 0.19% | Q4 2018 | Q1 2019 | 2 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
American Assets Investment Management, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2019 | Q1 2020 | 2 |
Moors & Cabot, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q1 2016 | 2 |
Armor Investment Advisors, LLC | 1 | 1 | 0.19% | 0.20% | 0.21% | Q1 2017 | Q3 2017 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2015 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FIDGEON TIMOTHY F | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2014 | Q3 2014 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2018 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q2 2019 | Q3 2021 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q4 2019 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Bell Investment Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q2 2019 | Q3 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2015 | Q1 2015 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q1 2017 | Q1 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2015 | Q4 2015 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2014 | Q3 2014 | 1 |
KING INVESTMENT ADVISORS INC/TX | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2015 | Q3 2015 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Mizuho Asset Management Co.,Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2014 | Q2 2014 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Athos Capital Ltd | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2020 | Q1 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BSW Wealth Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Summit Global Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Hoese & Co LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Sensato Investors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own WESTPAC BKG CORP or have owned WESTPAC BKG CORP in the past.