BROOKFIELD INFRAST PARTNERS shareholder history

Current and past BROOKFIELD INFRAST PARTNERS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.00%Q2 2013Q3 202394
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202392
Citadel Advisors 2520.00%0.00%0.00%Q2 2013Q3 202384
ROYAL BANK OF CANADA 42420.00%0.21%0.42%Q2 2013Q3 202366
TORONTO DOMINION BANK 43430.00%0.13%0.60%Q1 2013Q3 202360
Baskin Financial Services Inc. 51510.32%3.54%5.27%Q1 2011Q3 202351
BANK OF MONTREAL /CAN/ 3920.00%0.42%0.91%Q2 2013Q3 202349
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.01%Q4 2012Q3 202344
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202343
JANE STREET GROUP, LLC 1710.00%0.00%0.02%Q2 2014Q3 202343
TD ASSET MANAGEMENT INC 42420.42%0.53%0.71%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.01%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.02%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
FMR LLC 42420.00%0.00%0.03%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.00%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.20%0.34%0.52%Q2 2013Q3 202342
Cannell & Co. 42420.14%0.36%1.53%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.10%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.01%0.03%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.08%0.10%0.13%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 2610.00%0.02%0.09%Q4 2012Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42420.23%0.46%0.80%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.14%0.24%0.37%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.02%0.03%0.06%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.13%0.29%0.41%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.48%1.48%2.01%Q2 2013Q3 202342
BANK OF NOVA SCOTIA TRUST CO 42420.11%0.31%1.75%Q2 2013Q3 202342
1832 Asset Management L.P. 42420.02%0.86%1.58%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.21%0.42%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.04%0.13%0.60%Q2 2013Q3 202342
CIBC WORLD MARKET INC. 26150.01%0.37%0.85%Q2 2013Q3 202342
STONE RUN CAPITAL, LLC 42420.67%0.79%1.00%Q2 2013Q3 202342
Nuveen Asset Management, LLC 33330.00%0.06%0.32%Q2 2013Q2 202142
EVERETT HARRIS & CO /CA/ 42420.01%0.04%0.07%Q2 2013Q3 202342
Callahan Advisors, LLC 42420.08%0.79%1.39%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
SCOTIA CAPITAL INC. 42420.31%0.88%1.60%Q2 2013Q3 202342
BOWEN HANES & CO INC 42420.74%0.91%1.05%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
Nexus Investment Management ULC 42422.49%3.76%4.91%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
Avenir Corp 42420.31%0.57%0.83%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 41410.01%0.03%0.05%Q3 2013Q3 202341
Creative Planning 3380.00%0.00%0.01%Q2 2013Q3 202341
Brookfield Asset Management 2210.01%0.06%0.67%Q1 2013Q3 202341
ArrowMark Colorado Holdings LLC 28130.06%0.12%1.10%Q2 2013Q3 202341
CREDIT SUISSE AG/ 40400.00%0.01%0.04%Q1 2013Q4 202240
Fiera Capital Corp 40400.00%0.19%0.43%Q4 2013Q3 202340
DEUTSCHE BANK AG\ 40400.00%0.02%0.15%Q3 2013Q2 202340
NEW SOUTH CAPITAL MANAGEMENT INC 2010.01%0.01%0.02%Q2 2013Q3 202340
Hudock, Inc. 3820.03%0.07%0.15%Q2 2013Q2 202340
Russell Investments Group, Ltd. 28280.00%0.02%0.17%Q4 2016Q3 202339
HighTower Advisors, LLC 3630.01%0.04%0.08%Q2 2013Q3 202339
Connor, Clark & Lunn Investment Management Ltd. 39390.35%0.85%1.34%Q1 2014Q3 202339
GLENMEDE TRUST CO NA 24150.00%0.00%0.00%Q2 2013Q2 202339
JPMORGAN CHASE & CO 3350.00%0.00%0.00%Q2 2013Q3 202338
Evercore Wealth Management, LLC 19190.00%0.01%0.07%Q2 2013Q3 202338
MANUFACTURERS LIFE INSURANCE COMPANY, THE 38380.00%0.19%0.44%Q2 2014Q3 202338
M&T BANK CORP 3320.00%0.00%0.00%Q2 2013Q2 202338
KARPAS STRATEGIES, LLC 38382.07%3.49%4.65%Q2 2014Q3 202338
SeaBridge Investment Advisors LLC 38380.09%0.15%0.42%Q2 2013Q3 202238
K.J. Harrison & Partners Inc 3350.06%0.98%2.80%Q2 2013Q3 202338
Tower Research Capital LLC (TRC) 2510.00%0.01%0.07%Q3 2013Q3 202337
AMERIPRISE FINANCIAL INC 2790.00%0.00%0.00%Q2 2013Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.01%0.75%1.82%Q2 2013Q1 202236
FIFTH THIRD BANCORP 3510.00%0.00%0.00%Q2 2013Q4 202236
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
D.A. DAVIDSON & CO. 2790.00%0.04%0.08%Q3 2013Q1 202336
Sigma Planning Corp 36360.01%0.05%0.16%Q4 2014Q3 202336
Janney Montgomery Scott LLC 2970.00%0.00%0.02%Q2 2013Q3 202336
Roof Eidam Maycock Peralta, LLC 36360.12%0.17%0.22%Q4 2014Q3 202336
HUNTINGTON NATIONAL BANK 1710.00%0.00%0.00%Q1 2009Q2 202235
STIFEL FINANCIAL CORP 3110.00%0.00%0.01%Q1 2014Q3 202335
Raymond James Financial Services Advisors, Inc. 3410.00%0.02%0.11%Q2 2013Q3 202335
TOCQUEVILLE ASSET MANAGEMENT L.P. 2210.00%0.00%0.01%Q2 2014Q2 202335
Chicago Partners Investment Group LLC 35350.73%2.38%3.46%Q1 2015Q3 202335
DAVIS-REA LTD. 34341.05%4.61%9.73%Q2 2015Q3 202334
OPTIMUM INVESTMENT ADVISORS 2610.02%0.06%0.19%Q4 2013Q4 202334
GREAT WEST LIFE ASSURANCE CO /CAN/ 3220.00%0.12%0.22%Q3 2013Q3 202334
DORCHESTER WEALTH MANAGEMENT Co 3210.12%0.28%0.45%Q2 2015Q3 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.03%0.04%Q2 2013Q2 202133
BROWN BROTHERS HARRIMAN & CO 2850.00%0.00%0.00%Q1 2013Q3 202333
CIBC Asset Management Inc 33330.00%0.53%1.02%Q3 2015Q3 202333
North Star Investment Management Corp. 1710.00%0.02%0.11%Q2 2014Q3 202332
Cutler Group LLC / CA 17170.00%0.00%0.01%Q4 2015Q4 201932
Onex Canada Asset Management Inc. 2480.50%1.56%2.41%Q2 2013Q3 202332
CI INVESTMENTS INC. 2240.00%0.55%1.18%Q2 2013Q3 202332
BAHL & GAYNOR INC 32320.00%0.00%0.01%Q2 2013Q1 202132
Gradient Investments LLC 2410.00%0.00%0.01%Q2 2013Q3 202332
LUCAS CAPITAL MANAGEMENT 32320.57%1.89%3.28%Q1 2013Q4 202032
Anchor Investment Management, LLC 32320.02%0.05%0.11%Q1 2016Q4 202332
Advisory Services Network, LLC 1310.00%0.01%0.03%Q4 2013Q1 202332
MACKENZIE FINANCIAL CORP 1210.01%0.10%0.27%Q2 2013Q3 202332
Geneos Wealth Management Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
PEAK6 Group LLC 710.00%0.00%0.02%Q2 2013Q1 201831
REILLY FINANCIAL ADVISORS, LLC 31310.00%0.00%0.02%Q2 2014Q4 202131
IFP Advisors, Inc 17140.01%0.02%0.04%Q4 2015Q3 202331
Renaissance Technologies 710.00%0.01%0.03%Q2 2013Q3 202330
Mirae Asset Global Investments Co., Ltd. 1910.00%0.03%0.15%Q2 2013Q3 202230
BRADLEY FOSTER & SARGENT INC/CT 17130.01%0.01%0.01%Q1 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1950.00%0.00%0.00%Q2 2015Q3 202329
Mirador Capital Partners LP 29290.05%0.11%0.19%Q3 2016Q3 202329
AGF INVESTMENTS INC. 29290.04%0.25%0.65%Q3 2015Q3 202229
SIGNATUREFD, LLC 1750.00%0.00%0.01%Q1 2015Q3 202329
JCIC Asset Management Inc. 2110.00%0.05%0.13%Q3 2014Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.03%0.15%Q4 2013Q4 202029
Private Advisor Group, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
MONTRUSCO BOLTON INVESTMENTS INC. 28280.45%2.18%4.59%Q4 2016Q3 202328
CIBC Private Wealth Group, LLC 28280.00%0.11%0.28%Q4 2016Q3 202328
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 2110.00%0.01%0.06%Q2 2014Q4 202128
Sequoia Financial Advisors, LLC 28280.13%0.60%1.15%Q4 2016Q3 202328
JARISLOWSKY, FRASER Ltd 28280.00%0.00%0.01%Q4 2016Q3 202328
Glenview Trust Co 28280.01%0.02%0.04%Q4 2016Q3 202328
Leith Wheeler Investment Counsel Ltd. 28280.88%1.80%5.89%Q1 2017Q4 202328
Sargent Bickham Lagudis LLC 28280.02%0.03%0.04%Q1 2016Q4 202228
WOLVERINE TRADING, LLC 610.00%0.00%0.00%Q2 2016Q3 202328
Sandy Spring Bank 1990.00%0.00%0.00%Q2 2013Q3 202328
Morse Asset Management, Inc 27270.07%0.15%0.28%Q1 2017Q3 202327
Schneider Downs Wealth Management Advisors, LP 27270.07%0.12%0.26%Q1 2017Q3 202327
Capital World Investors 27270.03%0.15%0.27%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.07%0.09%Q2 2013Q4 201927
ARTHUR M. COHEN & ASSOCIATES, LLC 1310.12%0.32%4.53%Q3 2014Q3 202327
Laurel Wealth Advisors, Inc. 1980.10%0.43%0.76%Q4 2015Q3 202227
Global Retirement Partners, LLC 2070.00%0.01%0.07%Q4 2016Q3 202327
Clearstead Advisors, LLC 27270.06%0.17%0.37%Q1 2017Q3 202327
TELEMUS CAPITAL, LLC 26260.02%0.07%0.12%Q2 2017Q3 202326
ALPS ADVISORS INC 26260.00%0.06%0.24%Q4 2015Q1 202226
Winch Advisory Services, LLC 2510.00%0.00%0.00%Q1 2017Q3 202326
Clearstead Trust, LLC 1510.00%0.89%1.70%Q4 2016Q3 202326
BLAIR WILLIAM & CO/IL 26260.00%0.01%0.02%Q2 2017Q3 202326
Shamrock Asset Management LLC 26260.06%0.41%1.12%Q2 2013Q3 201926
AMP Capital Investors Ltd 25250.00%0.01%0.02%Q4 2015Q4 202125
NEXT Financial Group, Inc 1320.00%0.02%0.06%Q3 2014Q4 202125
AlphaMark Advisors, LLC 2050.02%0.03%0.06%Q2 2014Q3 202025
BECK MACK & OLIVER LLC 25250.01%0.01%0.02%Q2 2013Q2 201925
ARCADIA INVESTMENT MANAGEMENT CORP/MI 25250.01%0.02%0.03%Q3 2017Q3 202325
TWO SIGMA INVESTMENTS, LP 1210.00%0.02%0.05%Q4 2013Q3 202325
Belpointe Asset Management LLC 25250.02%0.13%0.32%Q3 2017Q3 202325
KAYNE ANDERSON CAPITAL ADVISORS LP 25250.01%0.14%0.46%Q3 2017Q3 202325
PUBLIC SECTOR PENSION INVESTMENT BOARD 25250.02%0.11%0.40%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 1590.00%0.02%0.08%Q3 2017Q3 202324
Gryphon Financial Partners LLC 24240.21%0.33%0.62%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Partners Group Holding AG 24242.14%4.76%7.58%Q2 2013Q1 201924
Brown Advisory Securities, LLC 24240.10%0.19%0.27%Q2 2013Q1 201924
Voya Financial Advisors, Inc. 1680.01%0.03%0.08%Q2 2017Q3 202324
LAKE STREET ADVISORS GROUP, LLC 24242.37%3.27%4.61%Q4 2017Q3 202324
Johnson Financial Group, Inc. 24240.00%0.01%0.02%Q4 2013Q3 201924
FIRST FOUNDATION ADVISORS 24240.02%0.05%0.07%Q4 2017Q3 202324
DELTA ASSET MANAGEMENT LLC/TN 1910.00%0.00%0.00%Q3 2015Q3 202324
HARBOR ADVISORY CORP /MA/ 24242.74%4.41%6.14%Q4 2017Q3 202324
Evanson Asset Management, LLC 24240.04%0.10%0.18%Q4 2017Q3 202324
J.P. Morgan Private Wealth Advisors LLC 2220.00%0.06%0.11%Q2 2016Q3 202324
PRIVATE TRUST CO NA 14100.03%0.05%0.07%Q2 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
CAHILL FINANCIAL ADVISORS INC 23230.38%0.71%1.07%Q1 2018Q3 202323
Community Bank, N.A. 23230.00%0.00%0.01%Q4 2015Q2 202123
Cetera Advisor Networks LLC 1910.00%0.01%0.01%Q3 2016Q3 202323
GREYSTONE INVESTMENT MANAGEMENT LLC 23231.16%2.11%3.75%Q2 2013Q4 201823
Grisanti Capital Management LLC 12110.02%0.51%1.25%Q2 2013Q1 202023
Horizon Kinetics 23230.04%0.09%0.15%Q2 2013Q4 201823
Advisors Capital Management, LLC 1710.01%0.17%0.35%Q2 2014Q3 202223
SYNOVUS FINANCIAL CORP 1310.00%0.00%0.00%Q1 2014Q2 202022
Jacobi Capital Management LLC 22220.00%0.01%0.04%Q4 2016Q1 202222
CHELSEA COUNSEL CO 22220.54%0.68%0.87%Q2 2018Q3 202322
FIL Ltd 22220.03%0.09%0.14%Q2 2018Q3 202322
Financial Advocates Investment Management 21210.02%0.03%0.05%Q3 2018Q3 202321
SEI INVESTMENTS CO 1910.00%0.00%0.01%Q4 2014Q1 202121
SG Americas Securities, LLC 1830.00%0.01%0.02%Q1 2018Q2 202321
CI Global Investments Inc. 21210.00%0.37%1.35%Q2 2013Q2 201821
Ancora Advisors LLC 1610.00%0.00%0.02%Q4 2016Q3 202321
BAMCO INC /NY/ 1110.00%0.07%0.26%Q2 2013Q3 202221
American Assets Capital Advisers, LLC 21212.09%3.63%5.43%Q3 2015Q3 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.03%Q3 2018Q3 202321
Endurance Wealth Management, Inc. 21210.00%0.01%0.01%Q1 2017Q1 202221
BEACH INVESTMENT COUNSEL INC/PA 21210.56%0.70%0.99%Q4 2018Q4 202321
TEALWOOD ASSET MANAGEMENT INC 20200.66%1.99%2.36%Q1 2013Q4 201720
Capital Analysts, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
INTACT INVESTMENT MANAGEMENT INC. 20200.61%1.71%2.57%Q4 2017Q3 202220
BlackRock Inc. 1120.00%0.00%0.01%Q2 2013Q3 202320
Sentry Investments Corp. 20200.10%0.69%1.82%Q2 2013Q1 201820
CWM, LLC 1110.00%0.00%0.00%Q1 2017Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.02%0.03%Q3 2017Q2 202220
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20200.06%0.46%1.04%Q4 2018Q3 202320
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.81%1.67%3.00%Q3 2017Q2 202220
Rockefeller Capital Management L.P. 20200.01%0.02%0.04%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Steward Partners Investment Advisory, LLC 1810.00%0.03%0.04%Q1 2018Q3 202320
Verdence Capital Advisors LLC 1320.02%0.08%0.15%Q4 2017Q3 202320
MACQUARIE GROUP LTD 20200.00%0.00%0.01%Q2 2013Q1 201820
Prestige Wealth Management Group LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Princeton Global Asset Management LLC 20200.02%0.04%0.11%Q4 2018Q3 202320
Bridgecreek Investment Management, LLC 19190.57%0.73%0.96%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.06%0.09%Q1 2019Q3 202319
LS Investment Advisors, LLC 19190.00%0.00%0.00%Q4 2015Q2 202019
Select Equity Group, L.P. 19190.04%0.11%0.23%Q1 2019Q3 202319
DUNCKER STREETT & CO INC 19190.01%0.01%0.01%Q2 2013Q4 201719
RAYMOND JAMES TRUST N.A. 1360.01%0.01%0.02%Q3 2018Q2 202319
Venturi Wealth Management, LLC 19190.02%0.12%0.25%Q1 2019Q3 202319
Truvestments Capital LLC 19190.02%0.29%1.13%Q1 2019Q3 202319
COLONY GROUP LLC 19190.00%0.04%0.19%Q1 2019Q3 202319
Cetera Advisors LLC 18180.02%0.02%0.03%Q3 2015Q4 201918
RPG Investment Advisory, LLC 18180.00%0.00%0.01%Q2 2017Q3 202118
FineMark National Bank & Trust 18180.01%0.02%0.03%Q1 2014Q2 201818
Commonwealth Equity Services, Inc 18180.01%0.02%0.02%Q2 2013Q3 201718
9258 Wealth Management, LLC 18180.04%0.09%0.20%Q2 2019Q3 202318
Rikoon Group, LLC 18180.17%0.20%0.23%Q4 2016Q1 202118
ENVESTNET ASSET MANAGEMENT INC 1210.00%0.00%0.00%Q2 2013Q3 202318
Mutual Advisors, LLC 1620.01%0.03%0.06%Q3 2018Q2 202318
WEALTHSOURCE PARTNERS, LLC 18180.04%0.14%0.28%Q1 2016Q2 202018
GSA CAPITAL PARTNERS LLP 610.01%0.08%0.38%Q1 2014Q3 202218
Sutton Wealth Advisors Inc. 17170.01%0.01%0.01%Q1 2016Q1 202017
Ranger International Management, LP 17170.07%2.75%4.80%Q2 2013Q2 201717
Ferris Capital, LLC 1430.15%0.18%0.21%Q4 2017Q1 202217
Pacifica Partners Inc. 17170.01%0.02%0.04%Q4 2019Q4 202317
Hillsdale Investment Management Inc. 1610.00%0.16%0.71%Q4 2017Q3 202317
Stratos Wealth Partners, LTD. 1510.01%0.02%0.04%Q4 2014Q1 202017
Cetera Investment Advisers 1430.00%0.01%0.03%Q2 2019Q3 202317
Geneva Advisors, LLC 17170.07%0.43%1.01%Q2 2013Q2 201717
Wealthcare Advisory Partners LLC 17170.03%0.06%0.13%Q3 2017Q3 202117
Burgundy Asset Management Ltd. 17170.20%0.25%0.31%Q2 2013Q2 201717
First PREMIER Bank 17170.07%0.09%0.13%Q3 2019Q3 202317
Fieldpoint Private Securities, LLC 1010.00%0.01%0.04%Q1 2017Q2 202217
CNB Bank 17170.00%0.00%0.00%Q4 2018Q4 202217
Williams Jones Wealth Management, LLC. 17170.02%0.13%0.16%Q3 2019Q3 202317
Parallel Advisors, LLC 17170.00%0.01%0.02%Q1 2017Q1 202117
D'Orazio & Associates, Inc. 1610.01%0.02%0.02%Q2 2017Q3 202117
Bollard Group LLC 16160.01%0.01%0.01%Q3 2013Q2 201716
Plante Moran Financial Advisors, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Beacon Financial Advisory LLC 16160.56%0.89%1.32%Q4 2019Q3 202316
ISTHMUS PARTNERS, LLC 16160.03%0.03%0.04%Q4 2014Q3 201816
Crossmark Global Holdings, Inc. 16160.03%0.04%0.06%Q4 2019Q3 202316
TANDEM CAPITAL MANAGEMENT CORP /ADV 16161.08%1.46%1.74%Q4 2019Q3 202316
NICOLA WEALTH MANAGEMENT LTD. 16160.71%0.87%1.09%Q2 2019Q1 202316
Trust Co 16160.03%0.09%0.14%Q4 2017Q3 202116
EPIQ PARTNERS, LLC 16160.75%1.06%1.62%Q4 2019Q3 202316
Vivaldi Capital Management LP 16160.08%0.12%0.16%Q4 2019Q3 202316
OPPENHEIMER & CO INC 610.01%0.02%0.10%Q2 2013Q1 201916
Visionary Wealth Advisors 16160.03%0.06%0.10%Q4 2019Q3 202316
WASHINGTON TRUST Co 1510.00%0.01%0.01%Q2 2018Q3 202316
GEODE CAPITAL MANAGEMENT, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
MADISON WEALTH MANAGEMENT 16161.26%1.95%2.31%Q4 2019Q3 202316
NVWM, LLC 16160.03%0.04%0.06%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.04%0.15%0.26%Q2 2013Q1 201716
EP Wealth Advisors, LLC 16160.01%0.02%0.07%Q4 2019Q3 202316
PORTLAND INVESTMENT COUNSEL INC. 1020.47%1.93%4.72%Q2 2014Q2 201916
SIMON QUICK ADVISORS, LLC 16160.01%0.02%0.04%Q1 2017Q4 202016
M&R CAPITAL MANAGEMENT INC 15150.10%0.13%0.21%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.01%0.02%0.04%Q1 2020Q3 202315
Carmichael Hill & Associates, Inc. 15150.00%0.00%0.01%Q1 2020Q3 202315
Sowell Financial Services LLC 720.02%0.11%0.25%Q4 2018Q3 202315
Advisor Group, Inc. 15150.01%0.01%0.01%Q2 2016Q4 201915
Avior Wealth Management, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
BANK OF NOVA SCOTIA 15150.00%0.19%0.46%Q1 2020Q3 202315
TRUIST FINANCIAL CORP 15150.00%0.00%0.00%Q1 2020Q3 202315
Partners Value Investments L.P. 15150.70%7.17%22.20%Q1 2017Q3 202015
Mattern Wealth Management LLC 1410.07%0.11%0.28%Q4 2019Q3 202315
Archford Capital Strategies, LLC 1320.00%0.02%0.03%Q1 2014Q2 201815
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 14140.00%0.05%0.16%Q1 2017Q2 202014
Chevy Chase Trust Holdings, LLC 14140.00%0.00%0.00%Q1 2019Q2 202214
PARK AVENUE SECURITIES LLC 1310.00%0.04%0.08%Q4 2017Q3 202314
Crestwood Advisors Group, LLC 14140.03%0.04%0.05%Q3 2016Q4 201914
Wealthspire Advisors, L.P. 14140.00%0.02%0.03%Q4 2015Q1 201914
Armor Investment Advisors, LLC 520.12%0.17%0.24%Q3 2017Q1 202214
Financial Architects, Inc 910.00%0.01%0.01%Q3 2013Q1 201814
TWO SIGMA ADVISERS, LP 410.00%0.01%0.02%Q4 2014Q4 202214
McIlrath & Eck, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
BENJAMIN F. EDWARDS & COMPANY, INC. 630.00%0.00%0.01%Q2 2014Q4 202214
TRUST CO OF VERMONT 710.00%0.00%0.01%Q1 2017Q1 202314
VALLEY NATIONAL ADVISERS INC 14140.00%0.00%0.00%Q2 2020Q3 202314
Tradewinds Capital Management, LLC 1310.00%0.00%0.01%Q2 2014Q1 202214
AE Wealth Management LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.01%0.02%0.02%Q2 2019Q3 202214
New England Private Wealth Advisors LLC 14140.12%0.19%0.28%Q2 2016Q3 201914
ACADIAN ASSET MANAGEMENT LLC 710.00%0.01%0.02%Q4 2018Q3 202314
Newbridge Financial Services Group, Inc. 13130.02%0.04%0.10%Q3 2020Q3 202313
Perennial Advisors, LLC 910.02%0.03%0.04%Q4 2016Q2 202113
VICUS CAPITAL 13130.03%0.04%0.05%Q3 2019Q3 202213
MSI Financial Services Inc 760.00%0.00%0.01%Q3 2013Q4 201613
HOWE & RUSLING INC 1210.00%0.00%0.00%Q4 2014Q1 201813
Spears Abacus Advisors LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
WHITTIER TRUST CO OF NEVADA INC 13130.00%0.01%0.01%Q1 2014Q1 201713
Vantage Investment Advisors, LLC 13130.01%0.01%0.02%Q3 2015Q3 201813
GROUP ONE TRADING, L.P. 610.00%0.00%0.01%Q3 2013Q3 201813
Enterprise Trust & Investment Co 13130.01%0.01%0.01%Q2 2019Q2 202213
Sterling Investment Advisors, Ltd. 13130.01%0.01%0.02%Q2 2017Q2 202013
AdvisorNet Financial, Inc 1210.00%0.02%0.03%Q2 2018Q3 202313
McQueen, Ball & Associates Inc. 13131.05%1.28%1.59%Q4 2015Q4 201813
Apollon Wealth Management, LLC 1120.02%0.05%0.16%Q2 2020Q3 202313
WALNUT PRIVATE EQUITY PARTNERS, LLC 13131.08%1.56%2.04%Q3 2020Q3 202313
Carroll Financial Associates, Inc. 610.00%0.01%0.02%Q2 2014Q4 202112
PEAPACK GLADSTONE FINANCIAL CORP 12120.03%0.05%0.07%Q4 2020Q3 202312
Tacita Capital Inc 12122.21%2.76%3.49%Q4 2020Q3 202312
Summit X, LLC 420.03%0.26%0.52%Q2 2017Q4 202012
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Ameritas Investment Company, LLC 12120.01%0.11%0.20%Q4 2018Q3 202112
THRIVENT FINANCIAL FOR LUTHERANS 12120.00%0.01%0.04%Q3 2014Q2 201712
Valeo Financial Advisors, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
StrongBox Wealth, LLC 12120.42%1.08%1.61%Q4 2020Q3 202312
Kore Private Wealth LLC 1110.02%0.04%0.06%Q1 2019Q1 202212
Orion Capital Management LLC 12120.11%0.20%0.26%Q4 2020Q3 202312
Vestcor Inc 12120.01%0.09%0.22%Q4 2019Q3 202212
CG Asset Management LLC 1110.08%0.13%0.46%Q4 2013Q4 201612
Ninepoint Partners LP 1110.18%1.62%3.37%Q3 2017Q3 202012
DAVENPORT & Co LLC 12120.00%0.04%0.05%Q4 2020Q3 202312
PRENTISS SMITH & CO INC 12120.02%0.02%0.03%Q2 2013Q1 201612
MUFG Americas Holdings Corp 1110.00%0.00%0.01%Q4 2010Q4 201712
GYL FINANCIAL SYNERGIES, LLC 820.02%0.09%0.26%Q3 2019Q2 202312
Hudson Value Partners, LLC 12120.14%0.16%0.19%Q4 2020Q3 202312
Verity Asset Management, Inc. 750.15%0.21%0.32%Q3 2020Q3 202312
Pinion Investment Advisors, LLC 12120.34%0.55%0.71%Q1 2018Q4 202012
BESSEMER GROUP INC 810.00%0.00%0.00%Q4 2013Q3 202312
GUGGENHEIM CAPITAL LLC 810.00%0.00%0.01%Q2 2013Q1 201812
Veritable, L.P. 1110.01%0.01%0.01%Q3 2018Q2 202312
NWAM LLC 720.01%0.07%0.11%Q2 2017Q2 202112
Csenge Advisory Group 1010.02%0.04%0.08%Q1 2018Q3 202312
Menard Financial Group LLC 1020.25%0.48%0.87%Q2 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
GPS Wealth Strategies Group, LLC 930.01%0.04%0.10%Q3 2020Q3 202312
UBS AG 660.00%0.00%0.00%Q2 2013Q3 201412
Burt Wealth Advisors 12120.03%0.03%0.05%Q1 2018Q4 202012
RUSSELL FRANK CO/ 12120.06%0.08%0.12%Q2 2013Q1 201612
MONETA GROUP INVESTMENT ADVISORS LLC 12120.01%0.11%0.15%Q3 2015Q2 201812
WINTRUST INVESTMENTS LLC 620.03%0.03%0.04%Q2 2019Q2 202211
ASSETMARK, INC 710.00%0.00%0.00%Q1 2017Q1 202311
Steinberg Global Asset Management 11110.04%0.35%0.71%Q3 2016Q1 201911
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q1 2015Q4 202111
Sugarloaf Wealth Management, LLC 610.00%0.01%0.05%Q4 2019Q3 202311
TBH Global Asset Management, LLC 610.05%0.07%0.09%Q4 2019Q3 202311
Motley Fool Asset Management LLC 11110.66%0.83%1.22%Q2 2013Q4 201511
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
EXCHANGE TRADED CONCEPTS, LLC 1010.00%0.00%0.00%Q2 2020Q3 202311
Almanack Investment Partners, LLC. 11110.03%0.06%0.09%Q1 2021Q3 202311
PRELUDE CAPITAL MANAGEMENT, LLC 620.00%0.04%0.10%Q3 2013Q3 201611
B. Riley Wealth Advisors, Inc. 910.00%0.01%0.01%Q2 2014Q1 202311
LifePlan Financial Group, Inc 11110.01%0.01%0.02%Q1 2018Q3 202011
SALEM INVESTMENT COUNSELORS INC 410.00%0.00%0.00%Q3 2016Q3 202211
M. Kraus & Co 11110.08%0.09%0.10%Q4 2020Q2 202311
GoalVest Advisory LLC 830.02%0.04%0.06%Q4 2020Q4 202311
Financial Advantage, Inc. 1010.00%0.00%0.00%Q2 2013Q3 201711
Cumberland Partners Ltd 710.01%0.07%0.22%Q3 2019Q2 202311
Cordasco Financial Network 920.01%0.01%0.01%Q3 2019Q2 202211
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Cannell Capital 10100.18%0.20%0.24%Q3 2013Q4 201510
TCTC Holdings, LLC 10100.00%0.00%0.01%Q4 2020Q1 202310
HARBOUR INVESTMENTS, INC. 640.02%0.04%0.05%Q1 2021Q3 202310
Tranquility Partners, LLC 640.18%0.32%0.48%Q4 2020Q3 202310
BDO Wealth Advisors, LLC 10100.01%0.01%0.01%Q1 2021Q2 202310
CCLA Investment Management 550.03%0.71%1.36%Q1 2021Q3 202310
Regal Investment Advisors LLC 10100.00%0.00%0.01%Q2 2013Q3 201510
CITY NATIONAL BANK 10100.50%0.64%0.78%Q2 2013Q3 201510
FinTrust Capital Advisors, LLC 10100.00%0.00%0.00%Q1 2021Q2 202310
Fort Sheridan Advisors LLC 620.38%0.48%0.60%Q2 2020Q3 202310
LOGAN CAPITAL MANAGEMENT INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Hoese & Co LLP 10100.03%0.04%0.04%Q2 2021Q3 202310
Ten Capital Wealth Advisors, LLC 10100.01%0.02%0.02%Q4 2020Q1 202310
Allworth Financial LP 910.00%0.00%0.00%Q2 2020Q3 202310
Mascoma Wealth Management LLC 910.00%0.00%0.00%Q1 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.01%Q2 2021Q3 202310
DUPONT CAPITAL MANAGEMENT CORP 10100.02%0.03%0.04%Q1 2020Q2 202210
Asset Management One Co., Ltd. 10100.02%0.03%0.04%Q2 2013Q3 201510
EMFO, LLC 10100.11%0.13%0.16%Q2 2021Q3 202310
Qube Research & Technologies Ltd 520.01%0.02%0.04%Q4 2019Q3 202210
AVANTAX ADVISORY SERVICES, INC. 510.00%0.01%0.03%Q4 2019Q2 202310
Cypress Wealth Services, LLC 10100.06%0.09%0.12%Q2 2018Q3 202010
Formidable Asset Management, LLC 910.00%0.17%0.22%Q3 2015Q3 202310
IFS Advisors, LLC 910.02%0.04%0.09%Q4 2020Q4 202310
Beacon Pointe Advisors, LLC 520.03%0.07%0.15%Q1 2021Q3 20239
Insight Folios Inc 990.10%0.19%0.25%Q3 2021Q3 20239
EVOKE WEALTH, LLC 990.01%0.01%0.02%Q3 2020Q3 20229
Triasima Portfolio Management inc. 610.02%0.85%1.75%Q4 2020Q2 20239
Herold Advisors, Inc. 991.05%1.67%2.08%Q3 2021Q3 20239
Patriot Financial Group Insurance Agency, LLC 990.00%0.00%0.00%Q2 2020Q2 20229
CONNING INC. 990.02%0.03%0.08%Q4 2016Q4 20189
McKinley Carter Wealth Services, Inc. 330.02%0.04%0.08%Q3 2017Q2 20229
Vectors Research Management, LLC 990.00%0.01%0.01%Q2 2020Q2 20229
Investors Research Corp 990.00%0.00%0.00%Q3 2021Q3 20239
Friedberg Investment Management 990.62%0.76%1.03%Q2 2013Q2 20159
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 630.01%0.02%0.04%Q4 2019Q1 20229
CWA Asset Management Group, LLC 990.02%0.02%0.03%Q3 2020Q3 20229
WESTWOOD HOLDINGS GROUP INC 990.01%0.01%0.01%Q2 2019Q2 20219
MERCER GLOBAL ADVISORS INC /ADV 810.00%0.00%0.00%Q3 2020Q2 20239
VANGUARD GROUP INC 990.00%0.00%0.00%Q1 2019Q1 20219
First City Capital Management, Inc. 990.01%0.01%0.01%Q1 2014Q1 20169
Tidal Investments LLC 990.02%0.03%0.04%Q3 2021Q3 20239
CSS LLC/IL 990.02%0.04%0.05%Q3 2021Q3 20239
Selective Wealth Management, Inc. 990.01%0.01%0.02%Q3 2020Q3 20229
WealthPLAN Partners, LLC 510.00%0.04%0.14%Q1 2015Q1 20199
Sawyer & Company, Inc 990.05%0.07%0.08%Q3 2021Q3 20239
Aurora Investment Counsel 990.41%0.62%0.77%Q2 2020Q2 20229
TIAA, FSB 810.00%0.00%0.00%Q4 2020Q2 20239
Essex Financial Services, Inc. 610.03%0.04%0.06%Q3 2017Q1 20239
NewGen Asset Management Ltd 992.66%4.76%7.22%Q2 2021Q2 20239
Barnett & Company, Inc. 990.01%0.01%0.02%Q3 2018Q3 20209
Paradigm Financial Partners, LLC 990.41%0.59%0.74%Q4 2018Q4 20209
Bristlecone Advisors, LLC 990.03%0.04%0.05%Q3 2021Q3 20239
Avalon Investment & Advisory 990.02%0.03%0.05%Q4 2014Q4 20169
Virtu Financial LLC 210.01%0.03%0.05%Q3 2017Q2 20239
CLINTON GROUP INC 410.06%0.13%0.22%Q3 2014Q2 20188
Virtu KCG Holdings LLC 410.00%0.01%0.01%Q4 2013Q4 20168
QUADRANT CAPITAL GROUP LLC 880.01%0.02%0.02%Q1 2017Q4 20188
TD Waterhouse Canada Inc. 880.62%0.92%1.14%Q4 2021Q3 20238
Kovack Advisors, Inc. 880.02%0.03%0.04%Q3 2020Q2 20228
NATIXIS 310.00%0.01%0.03%Q3 2018Q1 20238
Western Pacific Wealth Management, LP 880.04%0.07%0.14%Q4 2021Q3 20238
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 710.00%0.00%0.00%Q1 2018Q3 20218
UBS ASSET MANAGEMENT AMERICAS INC 880.00%0.00%0.00%Q4 2017Q3 20198
Carmel Capital Partners, LLC 880.10%0.21%0.29%Q4 2021Q3 20238
REGIONS FINANCIAL CORP 410.00%0.00%0.00%Q2 2018Q4 20218
Advisors Asset Management, Inc. 530.00%0.00%0.01%Q3 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.03%Q4 2021Q3 20238
Mariner, LLC 610.00%0.00%0.01%Q1 2017Q3 20238
Marshall Wace North America L.P. 410.00%0.02%0.10%Q3 2017Q2 20218
NewEdge Advisors, LLC 510.00%0.01%0.02%Q2 2017Q3 20238
Detwiler Fenton Investment Management LLC 880.27%0.43%0.53%Q3 2011Q2 20138
WULFF, HANSEN & CO. 882.12%2.52%2.92%Q4 2021Q3 20238
FLPUTNAM INVESTMENT MANAGEMENT CO 880.01%0.02%0.02%Q1 2021Q4 20228
Financial Avengers, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
RE Dickinson Investment Advisors, LLC 880.61%2.12%3.40%Q4 2021Q3 20238
Brinker Capital Investments, LLC 620.00%0.00%0.00%Q3 2016Q2 20198
NATIONAL BANK OF CANADA /FI/ 880.11%0.29%0.49%Q4 2021Q3 20238
ALLIANCEBERNSTEIN L.P. 880.00%0.00%0.00%Q1 2019Q4 20208
Tradition Wealth Management, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Clarkston Capital Partners, LLC 880.03%0.06%0.08%Q1 2014Q4 20158
Sterling Investment Counsel, LLC 880.16%0.25%0.35%Q4 2021Q3 20238
Suncoast Equity Management 880.07%0.10%0.17%Q2 2016Q1 20188
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 710.02%0.04%0.06%Q3 2020Q3 20228
Hilltop Holdings Inc. 880.02%0.04%0.11%Q4 2021Q3 20238
Quent Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Versant Capital Management, Inc 880.00%0.01%0.01%Q1 2022Q4 20238
Ameritas Advisory Services, LLC 880.02%0.03%0.06%Q4 2021Q3 20238
CAMBRIDGE TRUST CO 880.01%0.01%0.01%Q4 2021Q3 20238
Argent Trust Co 770.02%0.02%0.02%Q1 2021Q3 20227
AMERICAN ASSET MANAGEMENT INC. 520.13%0.18%0.27%Q3 2017Q4 20197
SOUTH GEORGIA CAPITAL, LLC 610.02%0.07%0.09%Q4 2013Q3 20157
Rehmann Capital Advisory Group 510.01%0.02%0.03%Q1 2018Q3 20237
EVERGREEN CAPITAL MANAGEMENT LLC 770.01%0.02%0.03%Q4 2021Q2 20237
Finer Wealth Management, Inc. 770.20%0.37%0.58%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Investors Capital Advisory Services 610.04%0.05%0.06%Q2 2014Q2 20167
WFG Advisors, LP 770.01%0.02%0.03%Q2 2013Q4 20147
Graves Light Lenhart Wealth, Inc. 770.00%0.00%0.00%Q4 2020Q2 20227
Sunbelt Securities, Inc. 520.04%0.07%0.08%Q3 2019Q4 20217
WADE G W & INC 770.04%0.05%0.07%Q1 2016Q3 20177
Capital Advisors, Ltd. LLC 770.01%0.01%0.02%Q4 2016Q2 20187
ACCURATE INVESTMENT SOLUTIONS, INC. 770.00%0.00%0.00%Q2 2018Q4 20197
Oslo Asset Management AS 430.37%3.52%7.50%Q4 2020Q3 20227
SPROTT INC. 770.69%1.24%2.06%Q4 2015Q2 20177
Tyler-Stone Wealth Management 520.00%0.00%0.01%Q4 2021Q3 20237
Van Hulzen Asset Management, LLC 770.06%0.08%0.09%Q4 2021Q2 20237
CULLEN/FROST BANKERS, INC. 770.00%0.00%0.01%Q3 2019Q1 20217
WASHINGTON TRUST BANK 770.00%0.00%0.01%Q1 2014Q3 20157
THOMPSON SIEGEL & WALMSLEY LLC 770.00%0.01%0.02%Q2 2016Q4 20177
BRIDGES INVESTMENT MANAGEMENT INC 770.01%0.01%0.01%Q2 2018Q4 20197
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 430.07%0.17%0.30%Q4 2021Q3 20237
DB Wealth Management Group, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Ascent Group, LLC 770.02%0.04%0.05%Q4 2021Q2 20237
B. Riley Wealth Management, Inc. 610.00%0.03%0.04%Q1 2014Q2 20227
Cerity Partners LLC 410.01%0.01%0.03%Q4 2020Q3 20237
HRT FINANCIAL LP 510.01%0.04%0.08%Q1 2021Q3 20237
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
AVALON CAPITAL MANAGEMENT 770.33%0.36%0.38%Q1 2022Q3 20237
GRIFFIN ASSET MANAGEMENT, INC. 770.04%0.05%0.06%Q3 2018Q1 20207
Bank of Kentucky, Inc. 770.01%0.01%0.01%Q2 2013Q4 20147
SILVER CAPITAL MANAGEMENT LLC 770.29%0.34%0.41%Q2 2013Q4 20147
Atria Wealth Solutions, Inc. 770.00%0.01%0.02%Q1 2022Q3 20237
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q3 2014Q1 20187
PCJ Investment Counsel Ltd. 520.10%0.80%1.96%Q3 2021Q3 20237
Gilman Hill Asset Management, LLC 520.04%0.08%0.11%Q1 2018Q1 20227
Alterity Financial Group, LLC 510.40%0.43%0.48%Q4 2021Q3 20236
PALLADIUM PARTNERS LLC 510.01%0.11%0.14%Q1 2014Q1 20226
Highstreet Asset Management Inc. 510.53%1.34%2.19%Q4 2017Q4 20196
Crosspoint Capital Strategies, LLC 420.00%0.09%0.16%Q4 2013Q4 20156
MARK SHEPTOFF FINANCIAL PLANNING, LLC 420.01%0.01%0.01%Q1 2018Q2 20206
BRASADA CAPITAL MANAGEMENT, LP 410.01%0.25%0.42%Q4 2017Q1 20206
VNBTrust, National Association 310.09%0.12%0.15%Q2 2013Q2 20156
SC&H Financial Advisors, Inc. 660.08%0.18%0.27%Q2 2022Q3 20236
GRAYHAWK INVESTMENT STRATEGIES INC. 660.04%0.04%0.05%Q2 2022Q3 20236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 510.00%0.00%0.00%Q3 2020Q1 20226
Koshinski Asset Management, Inc. 210.02%0.04%0.09%Q1 2019Q4 20216
Frontier Asset Management, LLC 660.09%0.14%0.21%Q2 2022Q3 20236
Heritage Wealth Advisors 660.22%0.29%0.44%Q3 2018Q4 20196
&PARTNERS 661.20%1.28%1.38%Q4 2018Q1 20206
Colonial River Wealth Management, LLC 420.12%0.15%0.16%Q4 2021Q2 20236
PIN OAK INVESTMENT ADVISORS INC 660.00%0.00%0.01%Q4 2018Q1 20206
MASSMUTUAL TRUST CO FSB/ADV 660.00%0.00%0.00%Q1 2015Q2 20166
Realta Investment Advisors 660.01%0.14%0.25%Q1 2019Q2 20206
KMS FINANCIAL SERVICES, INC 660.21%0.28%0.38%Q2 2013Q3 20146
JTC Employer Solutions Trustee Ltd 660.04%0.04%0.04%Q2 2021Q3 20226
MARSHALL WACE, LLP 410.00%0.01%0.02%Q4 2018Q2 20216
Timber Creek Capital Management LLC 420.02%0.02%0.02%Q2 2013Q1 20156
Altium Wealth Management LLC 660.03%0.03%0.03%Q1 2021Q2 20226
Lido Advisors, LLC 330.00%0.00%0.00%Q3 2021Q3 20236
Leelyn Smith, LLC 660.00%0.03%0.04%Q1 2020Q2 20216
VSR Financial Services, Inc. 660.03%0.04%0.05%Q2 2013Q3 20146
InterOcean Capital, LLC 510.05%0.09%0.13%Q2 2014Q3 20166
USA FINANCIAL FORMULAS 330.00%0.00%0.00%Q1 2022Q3 20236
YorkBridge Wealth Partners, LLC 410.00%0.09%0.14%Q4 2017Q4 20195
Terra Nova Asset Management LLC 550.39%0.48%0.57%Q1 2015Q1 20165
WFA Asset Management Corp 550.01%0.01%0.02%Q3 2022Q3 20235
Charter Oak Capital Management, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Quantbot Technologies LP 210.00%0.01%0.02%Q4 2013Q2 20165
BNP PARIBAS FINANCIAL MARKETS 410.00%0.00%0.00%Q4 2021Q3 20235
State of Tennessee, Treasury Department 320.01%0.02%0.04%Q2 2017Q3 20235
Gratus Capital, LLC 550.34%1.37%1.82%Q4 2014Q4 20155
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.03%Q4 2016Q4 20175
MUFG SECURITIES (CANADA), LTD. 550.36%0.56%1.09%Q4 2020Q4 20215
Ironwood Investment Counsel, LLC 410.05%0.06%0.06%Q4 2021Q2 20235
SkyOak Wealth, LLC 550.11%0.12%0.14%Q4 2021Q4 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.02%0.09%Q4 2020Q3 20235
SECURIAN ASSET MANAGEMENT, INC 550.03%0.05%0.06%Q4 2020Q4 20215
CAROLINAS WEALTH CONSULTING LLC 550.01%0.01%0.02%Q2 2020Q2 20215
Stonebridge Capital Advisors LLC 410.00%0.00%0.00%Q2 2019Q2 20235
JENNISON ASSOCIATES LLC 550.00%0.01%0.01%Q3 2015Q3 20165
DRIEHAUS CAPITAL MANAGEMENT LLC 320.01%0.05%0.10%Q4 2017Q1 20205
Founders Capital Management 550.02%0.02%0.02%Q1 2017Q1 20185
1919 Investment Counsel, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Aevitas Wealth Management, Inc. 410.06%0.06%0.07%Q4 2017Q1 20195
Bogart Wealth, LLC 550.00%0.00%0.00%Q3 2019Q3 20205
Smithfield Trust Co 550.00%0.00%0.00%Q1 2015Q1 20165
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 550.08%0.09%0.09%Q3 2020Q3 20215
Gupta Wealth Management LLC 550.01%0.01%0.02%Q1 2015Q1 20165
MILLER HOWARD INVESTMENTS INC /NY 550.08%0.10%0.12%Q2 2016Q2 20175
People's United Financial, Inc. 410.00%0.03%0.15%Q3 2016Q2 20185
Bedel Financial Consulting, Inc. 550.02%0.02%0.02%Q1 2021Q1 20225
TUCKER ASSET MANAGEMENT LLC 550.00%0.01%0.02%Q2 2022Q2 20235
DC Investments Management, LLC 320.12%0.21%0.24%Q2 2018Q3 20205
Jaffetilchin Investment Partners, LLC 550.01%0.02%0.03%Q2 2021Q2 20225
ATWOOD & PALMER INC 550.01%0.01%0.01%Q2 2021Q2 20225
Equitable Holdings, Inc. 410.00%0.00%0.01%Q1 2022Q3 20235
HORIZON BANCORP INC /IN/ 410.01%0.01%0.02%Q3 2020Q3 20235
CHANNEL WEALTH LLC 440.28%0.43%0.57%Q1 2023Q4 20234
CANADA PENSION PLAN INVESTMENT BOARD 310.02%0.04%0.11%Q1 2013Q2 20204
DIALECTIC CAPITAL MANAGEMENT, LP 310.77%1.43%1.97%Q4 2015Q1 20174
Community Financial Services Group, LLC 440.10%0.10%0.11%Q2 2018Q1 20194
WESTPORT RESOURCES MANAGEMENT INC 440.02%0.04%0.04%Q1 2014Q4 20144
Capital Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
EXANE DERIVATIVES 440.06%0.14%0.25%Q3 2021Q2 20224
PATHSTONE FAMILY OFFICE, LLC 210.00%0.00%0.00%Q1 2020Q3 20234
Virtus ETF Advisers LLC 440.50%0.61%0.74%Q1 2020Q4 20204
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.01%0.06%0.14%Q4 2020Q2 20234
ClearBridge Investments Ltd 440.00%0.00%0.00%Q3 2019Q2 20204
Knott David M Jr 440.53%0.72%0.95%Q1 2022Q4 20224
NORRIS PERNE & FRENCH LLP/MI 310.02%0.02%0.02%Q1 2022Q2 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
CoreFirst Bank & Trust 440.02%0.02%0.02%Q4 2020Q3 20214
AJO, LP 440.00%0.00%0.01%Q3 2016Q2 20174
HBC Financial Services, PLLC 440.03%0.03%0.04%Q4 2019Q3 20204
Court Place Advisors, LLC 440.13%0.16%0.18%Q2 2017Q1 20184
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
PICTON MAHONEY ASSET MANAGEMENT 440.07%0.07%0.08%Q4 2016Q3 20174
Householder Group Estate & Retirement Specialist, LLC 310.02%0.05%0.10%Q3 2022Q3 20234
SPOT TRADING L.L.C. 220.00%0.01%0.01%Q2 2017Q3 20174
RS CRUM INC. 440.24%0.28%0.33%Q4 2021Q3 20224
Lakewood Asset Management LLC 440.65%0.80%0.90%Q4 2022Q3 20234
Capital Investment Advisors, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Penserra Capital Management LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Sanibel Captiva Investment Advisers, Inc. 442.41%2.85%3.21%Q1 2013Q4 20134
Stanley-Laman Group, Ltd. 310.04%0.05%0.06%Q4 2017Q4 20194
Sowa Financial Group, Inc. 440.05%0.05%0.05%Q1 2020Q4 20204
Florence Capital Advisors, LLC 440.02%0.04%0.06%Q4 2016Q3 20174
Port Capital LLC 440.03%0.06%0.09%Q4 2017Q3 20184
Nepsis Inc. 440.95%1.82%2.74%Q1 2015Q4 20154
FORA Capital, LLC 210.01%0.03%0.05%Q4 2019Q4 20224
BUCKINGHAM STRATEGIC WEALTH, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
COMMERZBANK AKTIENGESELLSCHAFT /FI 310.00%0.01%0.02%Q1 2019Q1 20204
BAILARD, INC. 440.01%0.01%0.01%Q3 2021Q2 20224
Cubist Systematic Strategies, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Eudaimonia Partners, LLC 220.05%0.05%0.05%Q2 2021Q2 20224
Baird Financial Group, Inc. 440.00%0.00%0.00%Q2 2015Q1 20164
Clal Insurance Enterprises Holdings Ltd 440.01%0.01%0.02%Q3 2018Q2 20194
AGF MANAGEMENT LTD 440.49%0.54%0.60%Q4 2022Q3 20234
IHT Wealth Management, LLC 440.02%0.03%0.04%Q2 2017Q1 20184
Paloma Partners Management Co 310.01%0.01%0.02%Q4 2019Q4 20204
Colonial Trust Co / SC 440.02%0.02%0.02%Q4 2022Q3 20234
AMERICAN CENTURY COMPANIES INC 440.01%0.03%0.05%Q3 2021Q2 20224
Kingsview Wealth Management, LLC 440.01%0.01%0.01%Q3 2022Q2 20234
SEI TRUST CO 440.00%0.00%0.00%Q4 2013Q3 20144
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q2 20224
PINNACLE ASSOCIATES LTD 310.01%0.01%0.01%Q2 2013Q3 20204
Ahrens Investment Partners LLC 310.00%0.01%0.01%Q4 2021Q1 20234
EMERSON INVESTMENT MANAGEMENT, LLC 440.07%0.08%0.09%Q3 2014Q2 20154
CYPRESS ASSET MANAGEMENT INC/TX 330.04%0.05%0.06%Q1 2017Q3 20173
Nelson Capital Management, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
TOTH FINANCIAL ADVISORY CORP 330.00%0.00%0.00%Q4 2021Q2 20223
New Millennium Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Chicago Capital, LLC 330.02%0.02%0.02%Q2 2018Q4 20183
First Personal Financial Services 330.00%0.00%0.00%Q4 2016Q2 20173
Byrne Asset Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
MONEY CONCEPTS CAPITAL CORP 210.00%0.02%0.04%Q1 2022Q4 20223
Claro Advisors LLC 210.07%0.08%0.08%Q4 2018Q1 20223
Ethos Financial Group, LLC 330.06%0.09%0.14%Q4 2022Q2 20233
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 331.22%1.33%1.44%Q2 2013Q4 20133
Red Door Wealth Management, LLC 210.01%0.01%0.02%Q1 2020Q2 20213
Sheaff Brock Investment Advisors, LLC 330.03%0.03%0.03%Q2 2017Q4 20173
MONECO Advisors, LLC 210.06%0.07%0.08%Q1 2022Q2 20233
Eventide Asset Management 210.00%0.01%0.02%Q4 2015Q4 20163
Avalon Trust Co 330.65%0.71%0.76%Q1 2023Q3 20233
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
CONCENTRIC WEALTH MANAGEMENT, LLC 210.09%0.14%0.16%Q4 2019Q3 20203
BENEDICT FINANCIAL ADVISORS INC 330.16%0.18%0.19%Q2 2017Q4 20173
Jane Street Holding, LLC 330.01%0.02%0.03%Q2 2013Q4 20133
Tuttle Capital Management, LLC 110.39%0.46%0.52%Q3 2016Q1 20183
Red Rocks Capital LLC 330.00%0.00%0.01%Q4 2014Q2 20153
Orion Portfolio Solutions, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
FIRST FINANCIAL CORP /IN/ 210.00%0.00%0.01%Q2 2014Q1 20173
Point72 Asset Management, L.P. 330.01%0.01%0.01%Q4 2022Q2 20233
CLEAR STREET MARKETS LLC 210.00%0.01%0.03%Q1 2014Q4 20223
FIRST TRUST ADVISORS LP 330.03%0.03%0.04%Q1 2016Q3 20163
STATE STREET CORP 330.00%0.00%0.00%Q2 2013Q4 20133
Samson Capital Advisors LLC 210.20%0.34%0.43%Q4 2014Q3 20153
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q4 2016Q2 20223
HSBC HOLDINGS PLC 210.00%0.00%0.00%Q1 2015Q2 20173
Avantax Planning Partners, Inc. 110.00%0.01%0.02%Q1 2018Q3 20233
Waverly Advisors, LLC 210.00%0.02%0.04%Q3 2013Q3 20143
Paragon Capital Management Ltd 330.30%0.32%0.35%Q1 2023Q3 20233
Glassman Wealth Services 330.02%0.02%0.02%Q1 2023Q3 20233
NAVELLIER & ASSOCIATES INC 210.09%0.19%0.26%Q2 2017Q1 20183
Balentine LLC 330.00%0.00%0.00%Q4 2018Q2 20193
INSIGHT 2811, INC. 330.27%0.28%0.29%Q2 2013Q4 20133
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.01%0.02%0.02%Q4 2017Q3 20183
OMERS ADMINISTRATION Corp 330.01%0.02%0.03%Q4 2013Q2 20143
STEPHENS INC /AR/ 330.01%0.01%0.01%Q3 2019Q1 20203
Argent Wealth Management LLC 330.04%0.04%0.05%Q4 2019Q2 20203
Baldrige Asset Management LLC 330.00%0.00%0.00%Q2 2022Q4 20223
Meristem Family Wealth, LLC 330.02%0.02%0.03%Q3 2021Q1 20223
Bellwether Investment Group, LLC 210.08%0.15%0.28%Q2 2016Q1 20173
SPRENG CAPITAL MANAGEMENT, INC. 210.16%0.18%0.19%Q4 2019Q4 20203
GAM SYSTEMATIC LLP 210.02%0.07%0.09%Q4 2015Q4 20163
Cardinal Capital Management, Inc. 110.00%0.00%0.01%Q4 2020Q2 20223
State of Wyoming 330.01%0.02%0.02%Q3 2022Q1 20233
Quadrature Capital Ltd 210.06%0.12%0.15%Q3 2015Q2 20163
Intrua Financial, LLC 330.11%0.15%0.17%Q2 2020Q4 20203
TPH Asset Management, LLC 330.22%0.79%1.88%Q3 2013Q1 20143
WILLIAMS JONES & ASSOCIATES LLC 110.01%0.01%0.02%Q4 2014Q2 20193
Sandbox Financial Partners, LLC 210.12%0.13%0.15%Q4 2021Q3 20223
ALPHASIMPLEX GROUP, LLC 330.37%0.44%0.49%Q2 2019Q4 20193
Waldron Private Wealth LLC 210.02%0.03%0.05%Q4 2017Q4 20193
WFA of San Diego, LLC 110.01%0.02%0.04%Q2 2022Q2 20233
Randolph Co Inc 332.82%2.91%3.01%Q3 2017Q1 20183
Border to Coast Pensions Partnership Ltd 330.84%0.86%0.90%Q1 2022Q3 20223
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.06%0.06%0.07%Q3 2016Q3 20173
ProShare Advisors LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LEVEL FOUR ADVISORY SERVICES, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.00%0.00%Q4 2022Q2 20233
Wealth Architects, LLC 110.14%0.16%0.16%Q2 2015Q1 20173
Rafferty Asset Management, LLC 110.02%0.14%0.26%Q3 2015Q3 20202
GenTrust, LLC 110.03%0.04%0.04%Q1 2020Q1 20232
Maven Securities LTD 110.06%0.08%0.09%Q3 2020Q1 20212
MILLENNIUM MANAGEMENT LLC 220.00%0.00%0.00%Q3 2015Q4 20152
ALETHEA CAPITAL MANAGEMENT, LLC 220.57%0.57%0.57%Q1 2020Q2 20202
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
BASSO CAPITAL MANAGEMENT, L.P. 220.38%0.38%0.38%Q4 2022Q1 20232
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.01%Q2 2017Q2 20202
AlphaOne Investment Services, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Parametrica Management Ltd 110.22%0.47%0.72%Q3 2018Q1 20202
Natixis Investment Managers International 220.00%0.00%0.01%Q2 2018Q3 20182
BAKER TILLY WEALTH MANAGEMENT, LLC 110.02%0.05%0.07%Q3 2022Q2 20232
Moors & Cabot, Inc. 110.02%0.02%0.02%Q4 2019Q2 20212
Empower Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Spotlight Asset Group, Inc. 220.07%0.08%0.09%Q2 2023Q3 20232
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q3 2020Q4 20202
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FNY Partners Fund LP 220.03%0.04%0.04%Q3 2017Q4 20172
Glen Harbor Capital Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
New England Research & Management, Inc. 220.21%0.23%0.25%Q3 2014Q4 20142
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.02%0.04%Q4 2018Q1 20202
Alpha Cubed Investments, LLC 220.10%0.10%0.10%Q3 2015Q4 20152
Catamount Wealth Management 220.00%0.00%0.00%Q2 2015Q3 20152
Planned Solutions, Inc. 220.01%0.02%0.02%Q3 2020Q4 20202
Tyers Asset Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
TRIAD FINANCIAL ADVISORS, INC. 220.11%0.12%0.14%Q4 2021Q1 20222
Alpine Global Management, LLC 110.45%1.12%1.78%Q2 2017Q2 20212
CapWealth Advisors, LLC 220.00%0.01%0.01%Q2 2013Q3 20132
INTEGRAL DERIVATIVES, LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q3 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
PEAK6 Investments LLC 110.00%0.00%0.01%Q1 2019Q1 20192
Antonetti Capital Management LLC 220.08%0.08%0.08%Q2 2013Q3 20132
ATLAS CAPITAL ADVISORS LLC 220.02%0.02%0.02%Q3 2022Q4 20222
RMR Wealth Builders 110.01%0.01%0.02%Q2 2020Q1 20212
Sumitomo Mitsui Trust Holdings, Inc. 220.00%0.00%0.01%Q1 2022Q2 20222
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
DT Investment Partners, LLC 220.00%0.00%0.01%Q3 2022Q4 20222
TIVERTON ASSET MANAGEMENT LLC 220.02%0.02%0.02%Q2 2019Q3 20192
Strategic Blueprint, LLC 110.02%0.04%0.07%Q3 2019Q2 20212
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
DEERE & CO 110.08%0.09%0.10%Q3 2015Q3 20162
CenterStar Asset Management, LLC 110.01%0.01%0.02%Q2 2020Q2 20202
Salient Capital Advisors, LLC 110.02%0.03%0.04%Q2 2021Q1 20222
FINANCIAL COUNSELORS INC 220.01%0.01%0.01%Q1 2019Q2 20192
ERTS Wealth Advisors, LLC 220.02%0.04%0.05%Q4 2018Q1 20192
HITE Hedge Asset Management LLC 220.51%0.51%0.52%Q2 2020Q3 20202
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
MGO ONE SEVEN LLC 110.01%0.01%0.02%Q1 2018Q4 20182
JANUS HENDERSON GROUP PLC 220.03%0.03%0.04%Q2 2017Q3 20172
CoreCap Advisors, LLC 110.00%0.00%0.00%Q2 2022Q4 20222
Emerald Acquisition Ltd. 220.12%0.13%0.14%Q2 2016Q3 20162
PURSUE WEALTH PARTNERS LLC 220.31%0.33%0.36%Q4 2021Q1 20222
Cavalier Investments, LLC 220.24%0.27%0.30%Q4 2017Q1 20182
Riggs Asset Managment Co. Inc. 220.01%0.01%0.01%Q3 2017Q4 20172
PFS Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Private Capital Group, LLC 110.02%0.02%0.02%Q1 2019Q3 20192
Proficio Capital Partners LLC 110.02%0.03%0.04%Q1 2016Q2 20222
Premia Global Advisors, LLC 110.00%0.00%0.01%Q2 2018Q1 20192
Neuburgh Advisers LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Hyperion Capital Advisors LP 220.15%0.47%0.79%Q2 2023Q3 20232
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q3 2014Q4 20142
CAPITAL FUND MANAGEMENT S.A. 220.00%0.00%0.00%Q2 2023Q3 20232
Trilogy Capital Inc. 220.00%0.01%0.01%Q2 2018Q3 20182
HM PAYSON & CO 220.00%0.00%0.00%Q1 2021Q2 20212
Flinton Capital Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
SOLARIS ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Mount Yale Investment Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
Procyon Advisors, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2020Q2 20212
OneDigital Investment Advisors LLC 220.00%0.00%0.01%Q2 2017Q3 20172
Diversified Trust Co 220.01%0.01%0.01%Q1 2023Q2 20232
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
DIVIDEND ASSETS CAPITAL, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
FAIRFIELD, BUSH & CO. 110.02%0.03%0.04%Q2 2022Q2 20232
Donald L. Hagan, LLC 110.02%0.03%0.04%Q3 2015Q1 20162
CGOV Asset Management 220.04%0.04%0.04%Q3 2016Q4 20162
Capital Bank & Trust Co 220.00%0.00%0.00%Q4 2019Q1 20202
Brave Warrior Advisors 220.14%0.16%0.18%Q3 2015Q4 20152
Brookstone Capital Management 220.00%0.00%0.00%Q2 2015Q3 20152
J.W. COLE ADVISORS, INC. 110.03%0.03%0.03%Q4 2019Q3 20202
Bristol Gate Capital Partners Inc. 220.04%0.04%0.04%Q3 2018Q4 20182
WEALTHCARE CAPITAL MANAGEMENT LLC 220.00%0.00%0.01%Q1 2015Q2 20152
MML INVESTORS SERVICES, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q2 20202
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q4 2014Q1 20152
Trutina Financial LLC 110.01%0.01%0.01%Q3 2013Q1 20142
Vigilant Capital Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Mawer Investment Management Ltd. 110.00%0.00%0.00%Q3 2017Q3 20171
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
IAG Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
TANAKA CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q4 2015Q4 20151
Horizons Wealth Management 110.02%0.02%0.02%Q2 2023Q2 20231
MD Financial Management Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
Symmetry Partners, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
BOKF, NA 110.00%0.00%0.00%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.18%0.18%0.18%Q3 2023Q3 20231
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2019Q4 20191
Accel Wealth Management 110.00%0.00%0.00%Q4 2022Q4 20221
Smart Money Group LLC 110.01%0.01%0.01%Q2 2019Q2 20191
ALBION FINANCIAL GROUP /UT 110.00%0.00%0.00%Q3 2023Q3 20231
SVB WEALTH LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Oder Investment Management, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
LWM Advisory Services, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
COHEN & STEERS, INC. 110.00%0.00%0.00%Q4 2014Q4 20141
NBC SECURITIES, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
Imprint Wealth LLC 110.13%0.13%0.13%Q2 2023Q2 20231
GREEN ARROW CAPITAL MANAGEMENT LLC 110.21%0.21%0.21%Q3 2015Q3 20151
SouthState Corp 110.00%0.00%0.00%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.14%0.14%0.14%Q2 2020Q2 20201
Choate Investment Advisors 110.01%0.01%0.01%Q3 2023Q3 20231
BAROMETER CAPITAL MANAGEMENT INC. 110.01%0.01%0.01%Q4 2022Q4 20221
Price Capital Management, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
Waratah Capital Advisors Ltd. 110.29%0.29%0.29%Q1 2020Q1 20201
Krilogy Financial LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Segantii Capital Management Ltd 110.01%0.01%0.01%Q2 2021Q2 20211
Spectrum Management Group, LLC 110.26%0.26%0.26%Q3 2017Q3 20171
Manikay Partners, LLC 110.69%0.69%0.69%Q4 2015Q4 20151
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PACIFIC SUN FINANCIAL CORP 110.15%0.15%0.15%Q4 2017Q4 20171
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2017Q3 20171
Sound View Wealth Advisors Group, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Wedmont Private Capital 110.02%0.02%0.02%Q3 2023Q3 20231
EXENCIAL WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q1 2013Q1 20131
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Aft, Forsyth & Sober, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Principle Wealth Partners LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.01%0.01%0.01%Q2 2013Q2 20131
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MIRABELLA FINANCIAL SERVICES LLP 110.28%0.28%0.28%Q2 2023Q2 20231
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
EDMOND DE ROTHSCHILD HOLDING S.A. 110.00%0.00%0.00%Q1 2019Q1 20191
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Empire Financial Management Company, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
TIG Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Urban Wealth Management, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.37%0.37%0.37%Q3 2023Q3 20231
Weaver Consulting Group 110.00%0.00%0.00%Q1 2020Q1 20201
GFS Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Asset Dedication, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Larson Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LEAVELL INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2010Q2 20101
Capital Asset Advisory Services LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Forge First Asset Management Inc. 113.84%3.84%3.84%Q1 2023Q1 20231
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
B. Riley Financial, Inc. 110.50%0.50%0.50%Q2 2017Q2 20171
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Wealthstreet Investment Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2018Q3 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Rathbones Group PLC 110.01%0.01%0.01%Q3 2023Q3 20231
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2022Q2 20221
JEPPSON WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Geneva Partners, LLC 110.19%0.19%0.19%Q3 2019Q3 20191
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Well Done, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Altman Advisors, Inc. 110.18%0.18%0.18%Q2 2018Q2 20181
CULLINAN ASSOCIATES INC 110.02%0.02%0.02%Q2 2020Q2 20201
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Confluence Wealth Services, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
Pinkerton Retirement Specialists, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Klingman & Associates, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.04%0.04%0.04%Q4 2018Q4 20181
Alpine Group USVI, LLC 111.78%1.78%1.78%Q2 2017Q2 20171
SG3 Management, LLC 110.06%0.06%0.06%Q1 2019Q1 20191
Oakworth Capital, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FMA ADVISORY INC 110.01%0.01%0.01%Q2 2015Q2 20151
Cornerstone Wealth Management, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Beck Bode, LLC 110.26%0.26%0.26%Q1 2019Q1 20191
Miracle Mile Advisors, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
PIPER SANDLER & CO. 110.00%0.00%0.00%Q3 2014Q3 20141
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.01%0.01%Q3 2017Q3 20171
K2 PRINCIPAL FUND, L.P. 110.36%0.36%0.36%Q2 2020Q2 20201
Aviance Capital Partners, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
TFS CAPITAL LLC 110.01%0.01%0.01%Q4 2013Q4 20131
MACROVIEW INVESTMENT MANAGEMENT LLC 110.09%0.09%0.09%Q3 2018Q3 20181
BlackRock Group LTD 110.00%0.00%0.00%Q2 2014Q2 20141
Bridgewater Wealth & Financial Management, LLC 110.07%0.07%0.07%Q3 2016Q3 20161
Madden Advisory Services, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
JBF Capital, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 110.16%0.16%0.16%Q1 2020Q1 20201
Counsel Portfolio Services Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Mitsubishi UFJ Securities Holdings Co., Ltd. 111.12%1.12%1.12%Q3 2020Q3 20201
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Timber Hill LLC 110.24%0.24%0.24%Q3 2018Q3 20181
Altshuler Shaham Ltd 110.00%0.00%0.00%Q1 2020Q1 20201
CIBC WORLD MARKETS CORP 110.04%0.04%0.04%Q1 2023Q1 20231
RATIONAL ADVISORS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Directions Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q2 2017Q2 20171
Counterpoint Mutual Funds LLC 110.11%0.11%0.11%Q2 2023Q2 20231
Texas Yale Capital Corp. 110.15%0.15%0.15%Q4 2013Q4 20131
Quantitative Systematic Strategies LLC 110.05%0.05%0.05%Q2 2020Q2 20201
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Haverford Trust Co 110.01%0.01%0.01%Q1 2018Q1 20181
Key FInancial Inc 110.00%0.00%0.00%Q1 2022Q1 20221
SeaCrest Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Acrospire Investment Management LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Coastal Bridge Advisors, LLC 110.09%0.09%0.09%Q3 2022Q3 20221
Airain ltd 110.03%0.03%0.03%Q4 2013Q4 20131
Nauset Wealth Management. LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Ellevest, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Investment Management Corp of Ontario 110.07%0.07%0.07%Q4 2020Q4 20201
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
LJI Wealth Management, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
Halpern Financial, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
CIDEL ASSET MANAGEMENT INC 110.76%0.76%0.76%Q4 2020Q4 20201
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.23%0.23%0.23%Q3 2016Q3 20161
BlueCrest Capital Management Ltd 110.07%0.07%0.07%Q3 2017Q3 20171
Northstar Advisory Group, LLC 110.14%0.14%0.14%Q1 2022Q1 20221
FNY Managed Accounts LLC 110.00%0.00%0.00%Q1 2016Q1 20161
First Horizon Advisors, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
BALDWIN BROTHERS LLC/MA 110.01%0.01%0.01%Q2 2021Q2 20211
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2018Q4 20181
Spot Trading L.L.C 110.01%0.01%0.01%Q2 2013Q2 20131
Chiron Investment Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Power Corp of Canada 110.01%0.01%0.01%Q1 2022Q1 20221
UMB Bank, n.a. 110.00%0.00%0.00%Q2 2022Q2 20221
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Americana Partners, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
McAdams Wright Ragen, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 110.03%0.03%0.03%Q1 2018Q1 20181
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
BUCKHEAD CAPITAL MANAGEMENT LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Chessman Wealth Strategies RIA 110.02%0.02%0.02%Q3 2018Q3 20181
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q4 2022Q4 20221
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Numerai GP LLC 110.76%0.76%0.76%Q4 2022Q4 20221
PICTET ASSET MANAGEMENT LTD 110.06%0.06%0.06%Q2 2013Q2 20131
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Swift Run Capital 110.25%0.25%0.25%Q4 2013Q4 20131
Laffer Tengler Investments, Inc. 110.04%0.04%0.04%Q3 2023Q3 20231
SpiderRock Advisors, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Independent Advisor Alliance 110.01%0.01%0.01%Q3 2023Q3 20231
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Parkside Investments, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.05%0.05%0.05%Q4 2022Q4 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Aurora Private Wealth, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
External links

This page lists all the filers that currently own BROOKFIELD INFRAST PARTNERS or have owned BROOKFIELD INFRAST PARTNERS in the past.