Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 94 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 92 |
Citadel Advisors | 25 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 84 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 66 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.13% | 0.60% | Q1 2013 | Q3 2023 | 60 |
Baskin Financial Services Inc. | 51 | 51 | 0.32% | 3.54% | 5.27% | Q1 2011 | Q3 2023 | 51 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.42% | 0.91% | Q2 2013 | Q3 2023 | 49 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 43 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 43 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.42% | 0.53% | 0.71% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.20% | 0.34% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Cannell & Co. | 42 | 42 | 0.14% | 0.36% | 1.53% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 26 | 1 | 0.00% | 0.02% | 0.09% | Q4 2012 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.23% | 0.46% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.14% | 0.24% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.13% | 0.29% | 0.41% | Q2 2013 | Q3 2023 | 42 |
WOODMONT INVESTMENT COUNSEL LLC | 42 | 42 | 0.48% | 1.48% | 2.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 0.11% | 0.31% | 1.75% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.02% | 0.86% | 1.58% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.04% | 0.13% | 0.60% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 26 | 15 | 0.01% | 0.37% | 0.85% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 0.67% | 0.79% | 1.00% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 33 | 33 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q2 2021 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Callahan Advisors, LLC | 42 | 42 | 0.08% | 0.79% | 1.39% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.31% | 0.88% | 1.60% | Q2 2013 | Q3 2023 | 42 |
BOWEN HANES & CO INC | 42 | 42 | 0.74% | 0.91% | 1.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 2.49% | 3.76% | 4.91% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Avenir Corp | 42 | 42 | 0.31% | 0.57% | 0.83% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 41 | 41 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Brookfield Asset Management | 22 | 1 | 0.01% | 0.06% | 0.67% | Q1 2013 | Q3 2023 | 41 |
ArrowMark Colorado Holdings LLC | 28 | 13 | 0.06% | 0.12% | 1.10% | Q2 2013 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2022 | 40 |
Fiera Capital Corp | 40 | 40 | 0.00% | 0.19% | 0.43% | Q4 2013 | Q3 2023 | 40 |
DEUTSCHE BANK AG\ | 40 | 40 | 0.00% | 0.02% | 0.15% | Q3 2013 | Q2 2023 | 40 |
NEW SOUTH CAPITAL MANAGEMENT INC | 20 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Hudock, Inc. | 38 | 2 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q2 2023 | 40 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.17% | Q4 2016 | Q3 2023 | 39 |
HighTower Advisors, LLC | 36 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 39 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 0.35% | 0.85% | 1.34% | Q1 2014 | Q3 2023 | 39 |
GLENMEDE TRUST CO NA | 24 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 39 |
JPMORGAN CHASE & CO | 33 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 38 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 38 | 38 | 0.00% | 0.19% | 0.44% | Q2 2014 | Q3 2023 | 38 |
M&T BANK CORP | 33 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 38 |
KARPAS STRATEGIES, LLC | 38 | 38 | 2.07% | 3.49% | 4.65% | Q2 2014 | Q3 2023 | 38 |
SeaBridge Investment Advisors LLC | 38 | 38 | 0.09% | 0.15% | 0.42% | Q2 2013 | Q3 2022 | 38 |
K.J. Harrison & Partners Inc | 33 | 5 | 0.06% | 0.98% | 2.80% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 25 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 27 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.75% | 1.82% | Q2 2013 | Q1 2022 | 36 |
FIFTH THIRD BANCORP | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 27 | 9 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q1 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.01% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 29 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.12% | 0.17% | 0.22% | Q4 2014 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q2 2022 | 35 |
STIFEL FINANCIAL CORP | 31 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 35 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 35 |
Chicago Partners Investment Group LLC | 35 | 35 | 0.73% | 2.38% | 3.46% | Q1 2015 | Q3 2023 | 35 |
DAVIS-REA LTD. | 34 | 34 | 1.05% | 4.61% | 9.73% | Q2 2015 | Q3 2023 | 34 |
OPTIMUM INVESTMENT ADVISORS | 26 | 1 | 0.02% | 0.06% | 0.19% | Q4 2013 | Q4 2023 | 34 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 32 | 2 | 0.00% | 0.12% | 0.22% | Q3 2013 | Q3 2023 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 32 | 1 | 0.12% | 0.28% | 0.45% | Q2 2015 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q2 2021 | 33 |
BROWN BROTHERS HARRIMAN & CO | 28 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 33 |
CIBC Asset Management Inc | 33 | 33 | 0.00% | 0.53% | 1.02% | Q3 2015 | Q3 2023 | 33 |
North Star Investment Management Corp. | 17 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 32 |
Cutler Group LLC / CA | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 32 |
Onex Canada Asset Management Inc. | 24 | 8 | 0.50% | 1.56% | 2.41% | Q2 2013 | Q3 2023 | 32 |
CI INVESTMENTS INC. | 22 | 4 | 0.00% | 0.55% | 1.18% | Q2 2013 | Q3 2023 | 32 |
BAHL & GAYNOR INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
LUCAS CAPITAL MANAGEMENT | 32 | 32 | 0.57% | 1.89% | 3.28% | Q1 2013 | Q4 2020 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.05% | 0.11% | Q1 2016 | Q4 2023 | 32 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 32 |
MACKENZIE FINANCIAL CORP | 12 | 1 | 0.01% | 0.10% | 0.27% | Q2 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
PEAK6 Group LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2018 | 31 |
REILLY FINANCIAL ADVISORS, LLC | 31 | 31 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
Mirae Asset Global Investments Co., Ltd. | 19 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2022 | 30 |
BRADLEY FOSTER & SARGENT INC/CT | 17 | 13 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 29 |
Mirador Capital Partners LP | 29 | 29 | 0.05% | 0.11% | 0.19% | Q3 2016 | Q3 2023 | 29 |
AGF INVESTMENTS INC. | 29 | 29 | 0.04% | 0.25% | 0.65% | Q3 2015 | Q3 2022 | 29 |
SIGNATUREFD, LLC | 17 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 29 |
JCIC Asset Management Inc. | 21 | 1 | 0.00% | 0.05% | 0.13% | Q3 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q4 2020 | 29 |
Private Advisor Group, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MONTRUSCO BOLTON INVESTMENTS INC. | 28 | 28 | 0.45% | 2.18% | 4.59% | Q4 2016 | Q3 2023 | 28 |
CIBC Private Wealth Group, LLC | 28 | 28 | 0.00% | 0.11% | 0.28% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 21 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q4 2021 | 28 |
Sequoia Financial Advisors, LLC | 28 | 28 | 0.13% | 0.60% | 1.15% | Q4 2016 | Q3 2023 | 28 |
JARISLOWSKY, FRASER Ltd | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Leith Wheeler Investment Counsel Ltd. | 28 | 28 | 0.88% | 1.80% | 5.89% | Q1 2017 | Q4 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2022 | 28 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
Sandy Spring Bank | 19 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Morse Asset Management, Inc | 27 | 27 | 0.07% | 0.15% | 0.28% | Q1 2017 | Q3 2023 | 27 |
Schneider Downs Wealth Management Advisors, LP | 27 | 27 | 0.07% | 0.12% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Capital World Investors | 27 | 27 | 0.03% | 0.15% | 0.27% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.07% | 0.09% | Q2 2013 | Q4 2019 | 27 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 13 | 1 | 0.12% | 0.32% | 4.53% | Q3 2014 | Q3 2023 | 27 |
Laurel Wealth Advisors, Inc. | 19 | 8 | 0.10% | 0.43% | 0.76% | Q4 2015 | Q3 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 27 |
Clearstead Advisors, LLC | 27 | 27 | 0.06% | 0.17% | 0.37% | Q1 2017 | Q3 2023 | 27 |
TELEMUS CAPITAL, LLC | 26 | 26 | 0.02% | 0.07% | 0.12% | Q2 2017 | Q3 2023 | 26 |
ALPS ADVISORS INC | 26 | 26 | 0.00% | 0.06% | 0.24% | Q4 2015 | Q1 2022 | 26 |
Winch Advisory Services, LLC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
Clearstead Trust, LLC | 15 | 1 | 0.00% | 0.89% | 1.70% | Q4 2016 | Q3 2023 | 26 |
BLAIR WILLIAM & CO/IL | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.06% | 0.41% | 1.12% | Q2 2013 | Q3 2019 | 26 |
AMP Capital Investors Ltd | 25 | 25 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2021 | 25 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2021 | 25 |
AlphaMark Advisors, LLC | 20 | 5 | 0.02% | 0.03% | 0.06% | Q2 2014 | Q3 2020 | 25 |
BECK MACK & OLIVER LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.02% | 0.13% | 0.32% | Q3 2017 | Q3 2023 | 25 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 25 | 25 | 0.01% | 0.14% | 0.46% | Q3 2017 | Q3 2023 | 25 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 25 | 25 | 0.02% | 0.11% | 0.40% | Q3 2017 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 15 | 9 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.21% | 0.33% | 0.62% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Partners Group Holding AG | 24 | 24 | 2.14% | 4.76% | 7.58% | Q2 2013 | Q1 2019 | 24 |
Brown Advisory Securities, LLC | 24 | 24 | 0.10% | 0.19% | 0.27% | Q2 2013 | Q1 2019 | 24 |
Voya Financial Advisors, Inc. | 16 | 8 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 2.37% | 3.27% | 4.61% | Q4 2017 | Q3 2023 | 24 |
Johnson Financial Group, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 24 |
FIRST FOUNDATION ADVISORS | 24 | 24 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
DELTA ASSET MANAGEMENT LLC/TN | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 2.74% | 4.41% | 6.14% | Q4 2017 | Q3 2023 | 24 |
Evanson Asset Management, LLC | 24 | 24 | 0.04% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 24 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 2 | 0.00% | 0.06% | 0.11% | Q2 2016 | Q3 2023 | 24 |
PRIVATE TRUST CO NA | 14 | 10 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CAHILL FINANCIAL ADVISORS INC | 23 | 23 | 0.38% | 0.71% | 1.07% | Q1 2018 | Q3 2023 | 23 |
Community Bank, N.A. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 23 |
Cetera Advisor Networks LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 23 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 23 | 23 | 1.16% | 2.11% | 3.75% | Q2 2013 | Q4 2018 | 23 |
Grisanti Capital Management LLC | 12 | 11 | 0.02% | 0.51% | 1.25% | Q2 2013 | Q1 2020 | 23 |
Horizon Kinetics | 23 | 23 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q4 2018 | 23 |
Advisors Capital Management, LLC | 17 | 1 | 0.01% | 0.17% | 0.35% | Q2 2014 | Q3 2022 | 23 |
SYNOVUS FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 22 |
CHELSEA COUNSEL CO | 22 | 22 | 0.54% | 0.68% | 0.87% | Q2 2018 | Q3 2023 | 22 |
FIL Ltd | 22 | 22 | 0.03% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Financial Advocates Investment Management | 21 | 21 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
SEI INVESTMENTS CO | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 21 |
SG Americas Securities, LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 21 |
CI Global Investments Inc. | 21 | 21 | 0.00% | 0.37% | 1.35% | Q2 2013 | Q2 2018 | 21 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 21 |
BAMCO INC /NY/ | 11 | 1 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2022 | 21 |
American Assets Capital Advisers, LLC | 21 | 21 | 2.09% | 3.63% | 5.43% | Q3 2015 | Q3 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Endurance Wealth Management, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 21 |
BEACH INVESTMENT COUNSEL INC/PA | 21 | 21 | 0.56% | 0.70% | 0.99% | Q4 2018 | Q4 2023 | 21 |
TEALWOOD ASSET MANAGEMENT INC | 20 | 20 | 0.66% | 1.99% | 2.36% | Q1 2013 | Q4 2017 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
INTACT INVESTMENT MANAGEMENT INC. | 20 | 20 | 0.61% | 1.71% | 2.57% | Q4 2017 | Q3 2022 | 20 |
BlackRock Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.10% | 0.69% | 1.82% | Q2 2013 | Q1 2018 | 20 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q2 2022 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.06% | 0.46% | 1.04% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.81% | 1.67% | 3.00% | Q3 2017 | Q2 2022 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 20 |
Verdence Capital Advisors LLC | 13 | 2 | 0.02% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 20 |
MACQUARIE GROUP LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Bridgecreek Investment Management, LLC | 19 | 19 | 0.57% | 0.73% | 0.96% | Q1 2019 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.02% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
LS Investment Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 19 |
Select Equity Group, L.P. | 19 | 19 | 0.04% | 0.11% | 0.23% | Q1 2019 | Q3 2023 | 19 |
DUNCKER STREETT & CO INC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
RAYMOND JAMES TRUST N.A. | 13 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 19 |
Venturi Wealth Management, LLC | 19 | 19 | 0.02% | 0.12% | 0.25% | Q1 2019 | Q3 2023 | 19 |
Truvestments Capital LLC | 19 | 19 | 0.02% | 0.29% | 1.13% | Q1 2019 | Q3 2023 | 19 |
COLONY GROUP LLC | 19 | 19 | 0.00% | 0.04% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisors LLC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q4 2019 | 18 |
RPG Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 18 |
FineMark National Bank & Trust | 18 | 18 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
9258 Wealth Management, LLC | 18 | 18 | 0.04% | 0.09% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.17% | 0.20% | 0.23% | Q4 2016 | Q1 2021 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
Mutual Advisors, LLC | 16 | 2 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q2 2023 | 18 |
WEALTHSOURCE PARTNERS, LLC | 18 | 18 | 0.04% | 0.14% | 0.28% | Q1 2016 | Q2 2020 | 18 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.08% | 0.38% | Q1 2014 | Q3 2022 | 18 |
Sutton Wealth Advisors Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2020 | 17 |
Ranger International Management, LP | 17 | 17 | 0.07% | 2.75% | 4.80% | Q2 2013 | Q2 2017 | 17 |
Ferris Capital, LLC | 14 | 3 | 0.15% | 0.18% | 0.21% | Q4 2017 | Q1 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 17 |
Hillsdale Investment Management Inc. | 16 | 1 | 0.00% | 0.16% | 0.71% | Q4 2017 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2020 | 17 |
Cetera Investment Advisers | 14 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.07% | 0.43% | 1.01% | Q2 2013 | Q2 2017 | 17 |
Wealthcare Advisory Partners LLC | 17 | 17 | 0.03% | 0.06% | 0.13% | Q3 2017 | Q3 2021 | 17 |
Burgundy Asset Management Ltd. | 17 | 17 | 0.20% | 0.25% | 0.31% | Q2 2013 | Q2 2017 | 17 |
First PREMIER Bank | 17 | 17 | 0.07% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2022 | 17 |
CNB Bank | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.02% | 0.13% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Parallel Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 17 |
D'Orazio & Associates, Inc. | 16 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2021 | 17 |
Bollard Group LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 16 |
Plante Moran Financial Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.56% | 0.89% | 1.32% | Q4 2019 | Q3 2023 | 16 |
ISTHMUS PARTNERS, LLC | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2018 | 16 |
Crossmark Global Holdings, Inc. | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 1.08% | 1.46% | 1.74% | Q4 2019 | Q3 2023 | 16 |
NICOLA WEALTH MANAGEMENT LTD. | 16 | 16 | 0.71% | 0.87% | 1.09% | Q2 2019 | Q1 2023 | 16 |
Trust Co | 16 | 16 | 0.03% | 0.09% | 0.14% | Q4 2017 | Q3 2021 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.75% | 1.06% | 1.62% | Q4 2019 | Q3 2023 | 16 |
Vivaldi Capital Management LP | 16 | 16 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 6 | 1 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q1 2019 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 1.26% | 1.95% | 2.31% | Q4 2019 | Q3 2023 | 16 |
NVWM, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.04% | 0.15% | 0.26% | Q2 2013 | Q1 2017 | 16 |
EP Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
PORTLAND INVESTMENT COUNSEL INC. | 10 | 2 | 0.47% | 1.93% | 4.72% | Q2 2014 | Q2 2019 | 16 |
SIMON QUICK ADVISORS, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2020 | 16 |
M&R CAPITAL MANAGEMENT INC | 15 | 15 | 0.10% | 0.13% | 0.21% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Sowell Financial Services LLC | 7 | 2 | 0.02% | 0.11% | 0.25% | Q4 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Avior Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BANK OF NOVA SCOTIA | 15 | 15 | 0.00% | 0.19% | 0.46% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Partners Value Investments L.P. | 15 | 15 | 0.70% | 7.17% | 22.20% | Q1 2017 | Q3 2020 | 15 |
Mattern Wealth Management LLC | 14 | 1 | 0.07% | 0.11% | 0.28% | Q4 2019 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2018 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.05% | 0.16% | Q1 2017 | Q2 2020 | 14 |
Chevy Chase Trust Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
PARK AVENUE SECURITIES LLC | 13 | 1 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 14 |
Crestwood Advisors Group, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q3 2016 | Q4 2019 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
Armor Investment Advisors, LLC | 5 | 2 | 0.12% | 0.17% | 0.24% | Q3 2017 | Q1 2022 | 14 |
Financial Architects, Inc | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 14 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 14 |
McIlrath & Eck, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 14 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
New England Private Wealth Advisors LLC | 14 | 14 | 0.12% | 0.19% | 0.28% | Q2 2016 | Q3 2019 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2021 | 13 |
VICUS CAPITAL | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2022 | 13 |
MSI Financial Services Inc | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 13 |
HOWE & RUSLING INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 13 |
Spears Abacus Advisors LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 13 |
Vantage Investment Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 13 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Sterling Investment Advisors, Ltd. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 13 |
AdvisorNet Financial, Inc | 12 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 1.05% | 1.28% | 1.59% | Q4 2015 | Q4 2018 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.02% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 13 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 13 | 13 | 1.08% | 1.56% | 2.04% | Q3 2020 | Q3 2023 | 13 |
Carroll Financial Associates, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 2.21% | 2.76% | 3.49% | Q4 2020 | Q3 2023 | 12 |
Summit X, LLC | 4 | 2 | 0.03% | 0.26% | 0.52% | Q2 2017 | Q4 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.01% | 0.11% | 0.20% | Q4 2018 | Q3 2021 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2017 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
StrongBox Wealth, LLC | 12 | 12 | 0.42% | 1.08% | 1.61% | Q4 2020 | Q3 2023 | 12 |
Kore Private Wealth LLC | 11 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2022 | 12 |
Orion Capital Management LLC | 12 | 12 | 0.11% | 0.20% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Vestcor Inc | 12 | 12 | 0.01% | 0.09% | 0.22% | Q4 2019 | Q3 2022 | 12 |
CG Asset Management LLC | 11 | 1 | 0.08% | 0.13% | 0.46% | Q4 2013 | Q4 2016 | 12 |
Ninepoint Partners LP | 11 | 1 | 0.18% | 1.62% | 3.37% | Q3 2017 | Q3 2020 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
PRENTISS SMITH & CO INC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
MUFG Americas Holdings Corp | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q4 2017 | 12 |
GYL FINANCIAL SYNERGIES, LLC | 8 | 2 | 0.02% | 0.09% | 0.26% | Q3 2019 | Q2 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.14% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Verity Asset Management, Inc. | 7 | 5 | 0.15% | 0.21% | 0.32% | Q3 2020 | Q3 2023 | 12 |
Pinion Investment Advisors, LLC | 12 | 12 | 0.34% | 0.55% | 0.71% | Q1 2018 | Q4 2020 | 12 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 12 |
GUGGENHEIM CAPITAL LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 12 |
Veritable, L.P. | 11 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 12 |
NWAM LLC | 7 | 2 | 0.01% | 0.07% | 0.11% | Q2 2017 | Q2 2021 | 12 |
Csenge Advisory Group | 10 | 1 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 12 |
Menard Financial Group LLC | 10 | 2 | 0.25% | 0.48% | 0.87% | Q2 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 12 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 12 |
Burt Wealth Advisors | 12 | 12 | 0.03% | 0.03% | 0.05% | Q1 2018 | Q4 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q1 2016 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 12 | 0.01% | 0.11% | 0.15% | Q3 2015 | Q2 2018 | 12 |
WINTRUST INVESTMENTS LLC | 6 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 11 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 11 |
Steinberg Global Asset Management | 11 | 11 | 0.04% | 0.35% | 0.71% | Q3 2016 | Q1 2019 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 11 |
Sugarloaf Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 11 |
TBH Global Asset Management, LLC | 6 | 1 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 11 |
Motley Fool Asset Management LLC | 11 | 11 | 0.66% | 0.83% | 1.22% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Almanack Investment Partners, LLC. | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2016 | 11 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
SALEM INVESTMENT COUNSELORS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 11 |
M. Kraus & Co | 11 | 11 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q2 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2023 | 11 |
Financial Advantage, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 11 |
Cumberland Partners Ltd | 7 | 1 | 0.01% | 0.07% | 0.22% | Q3 2019 | Q2 2023 | 11 |
Cordasco Financial Network | 9 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Cannell Capital | 10 | 10 | 0.18% | 0.20% | 0.24% | Q3 2013 | Q4 2015 | 10 |
TCTC Holdings, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Tranquility Partners, LLC | 6 | 4 | 0.18% | 0.32% | 0.48% | Q4 2020 | Q3 2023 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
CCLA Investment Management | 5 | 5 | 0.03% | 0.71% | 1.36% | Q1 2021 | Q3 2023 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.50% | 0.64% | 0.78% | Q2 2013 | Q3 2015 | 10 |
FinTrust Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Fort Sheridan Advisors LLC | 6 | 2 | 0.38% | 0.48% | 0.60% | Q2 2020 | Q3 2023 | 10 |
LOGAN CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Hoese & Co LLP | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
DUPONT CAPITAL MANAGEMENT CORP | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
Asset Management One Co., Ltd. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
EMFO, LLC | 10 | 10 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 10 |
Cypress Wealth Services, LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q3 2020 | 10 |
Formidable Asset Management, LLC | 9 | 1 | 0.00% | 0.17% | 0.22% | Q3 2015 | Q3 2023 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q4 2023 | 10 |
Beacon Pointe Advisors, LLC | 5 | 2 | 0.03% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 9 |
Insight Folios Inc | 9 | 9 | 0.10% | 0.19% | 0.25% | Q3 2021 | Q3 2023 | 9 |
EVOKE WEALTH, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Triasima Portfolio Management inc. | 6 | 1 | 0.02% | 0.85% | 1.75% | Q4 2020 | Q2 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 1.05% | 1.67% | 2.08% | Q3 2021 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
CONNING INC. | 9 | 9 | 0.02% | 0.03% | 0.08% | Q4 2016 | Q4 2018 | 9 |
McKinley Carter Wealth Services, Inc. | 3 | 3 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q2 2022 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Investors Research Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Friedberg Investment Management | 9 | 9 | 0.62% | 0.76% | 1.03% | Q2 2013 | Q2 2015 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 3 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 9 |
CWA Asset Management Group, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
WESTWOOD HOLDINGS GROUP INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
VANGUARD GROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Tidal Investments LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CSS LLC/IL | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Selective Wealth Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
WealthPLAN Partners, LLC | 5 | 1 | 0.00% | 0.04% | 0.14% | Q1 2015 | Q1 2019 | 9 |
Sawyer & Company, Inc | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Aurora Investment Counsel | 9 | 9 | 0.41% | 0.62% | 0.77% | Q2 2020 | Q2 2022 | 9 |
TIAA, FSB | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 9 |
Essex Financial Services, Inc. | 6 | 1 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q1 2023 | 9 |
NewGen Asset Management Ltd | 9 | 9 | 2.66% | 4.76% | 7.22% | Q2 2021 | Q2 2023 | 9 |
Barnett & Company, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 9 |
Paradigm Financial Partners, LLC | 9 | 9 | 0.41% | 0.59% | 0.74% | Q4 2018 | Q4 2020 | 9 |
Bristlecone Advisors, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Avalon Investment & Advisory | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2016 | 9 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2023 | 9 |
CLINTON GROUP INC | 4 | 1 | 0.06% | 0.13% | 0.22% | Q3 2014 | Q2 2018 | 8 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.62% | 0.92% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
NATIXIS | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.04% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.10% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 8 |
Advisors Asset Management, Inc. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q2 2021 | 8 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 8 |
Detwiler Fenton Investment Management LLC | 8 | 8 | 0.27% | 0.43% | 0.53% | Q3 2011 | Q2 2013 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 2.12% | 2.52% | 2.92% | Q4 2021 | Q3 2023 | 8 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Financial Avengers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.61% | 2.12% | 3.40% | Q4 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.11% | 0.29% | 0.49% | Q4 2021 | Q3 2023 | 8 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Clarkston Capital Partners, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q4 2015 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.16% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Suncoast Equity Management | 8 | 8 | 0.07% | 0.10% | 0.17% | Q2 2016 | Q1 2018 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 8 |
Hilltop Holdings Inc. | 8 | 8 | 0.02% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Versant Capital Management, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Argent Trust Co | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
AMERICAN ASSET MANAGEMENT INC. | 5 | 2 | 0.13% | 0.18% | 0.27% | Q3 2017 | Q4 2019 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.02% | 0.07% | 0.09% | Q4 2013 | Q3 2015 | 7 |
Rehmann Capital Advisory Group | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Finer Wealth Management, Inc. | 7 | 7 | 0.20% | 0.37% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Investors Capital Advisory Services | 6 | 1 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q2 2016 | 7 |
WFG Advisors, LP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Sunbelt Securities, Inc. | 5 | 2 | 0.04% | 0.07% | 0.08% | Q3 2019 | Q4 2021 | 7 |
WADE G W & INC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q3 2017 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Oslo Asset Management AS | 4 | 3 | 0.37% | 3.52% | 7.50% | Q4 2020 | Q3 2022 | 7 |
SPROTT INC. | 7 | 7 | 0.69% | 1.24% | 2.06% | Q4 2015 | Q2 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Van Hulzen Asset Management, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q2 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
WASHINGTON TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2015 | 7 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
BRIDGES INVESTMENT MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 4 | 3 | 0.07% | 0.17% | 0.30% | Q4 2021 | Q3 2023 | 7 |
DB Wealth Management Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q2 2022 | 7 |
Cerity Partners LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 7 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
AVALON CAPITAL MANAGEMENT | 7 | 7 | 0.33% | 0.36% | 0.38% | Q1 2022 | Q3 2023 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q1 2020 | 7 |
Bank of Kentucky, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SILVER CAPITAL MANAGEMENT LLC | 7 | 7 | 0.29% | 0.34% | 0.41% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 7 |
PCJ Investment Counsel Ltd. | 5 | 2 | 0.10% | 0.80% | 1.96% | Q3 2021 | Q3 2023 | 7 |
Gilman Hill Asset Management, LLC | 5 | 2 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q1 2022 | 7 |
Alterity Financial Group, LLC | 5 | 1 | 0.40% | 0.43% | 0.48% | Q4 2021 | Q3 2023 | 6 |
PALLADIUM PARTNERS LLC | 5 | 1 | 0.01% | 0.11% | 0.14% | Q1 2014 | Q1 2022 | 6 |
Highstreet Asset Management Inc. | 5 | 1 | 0.53% | 1.34% | 2.19% | Q4 2017 | Q4 2019 | 6 |
Crosspoint Capital Strategies, LLC | 4 | 2 | 0.00% | 0.09% | 0.16% | Q4 2013 | Q4 2015 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 1 | 0.01% | 0.25% | 0.42% | Q4 2017 | Q1 2020 | 6 |
VNBTrust, National Association | 3 | 1 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q2 2015 | 6 |
SC&H Financial Advisors, Inc. | 6 | 6 | 0.08% | 0.18% | 0.27% | Q2 2022 | Q3 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
Koshinski Asset Management, Inc. | 2 | 1 | 0.02% | 0.04% | 0.09% | Q1 2019 | Q4 2021 | 6 |
Frontier Asset Management, LLC | 6 | 6 | 0.09% | 0.14% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.22% | 0.29% | 0.44% | Q3 2018 | Q4 2019 | 6 |
&PARTNERS | 6 | 6 | 1.20% | 1.28% | 1.38% | Q4 2018 | Q1 2020 | 6 |
Colonial River Wealth Management, LLC | 4 | 2 | 0.12% | 0.15% | 0.16% | Q4 2021 | Q2 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
Realta Investment Advisors | 6 | 6 | 0.01% | 0.14% | 0.25% | Q1 2019 | Q2 2020 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.21% | 0.28% | 0.38% | Q2 2013 | Q3 2014 | 6 |
JTC Employer Solutions Trustee Ltd | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 6 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 6 |
Timber Creek Capital Management LLC | 4 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 6 |
Altium Wealth Management LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
VSR Financial Services, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
InterOcean Capital, LLC | 5 | 1 | 0.05% | 0.09% | 0.13% | Q2 2014 | Q3 2016 | 6 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
YorkBridge Wealth Partners, LLC | 4 | 1 | 0.00% | 0.09% | 0.14% | Q4 2017 | Q4 2019 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 0.39% | 0.48% | 0.57% | Q1 2015 | Q1 2016 | 5 |
WFA Asset Management Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
State of Tennessee, Treasury Department | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 5 |
Gratus Capital, LLC | 5 | 5 | 0.34% | 1.37% | 1.82% | Q4 2014 | Q4 2015 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2017 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 0.36% | 0.56% | 1.09% | Q4 2020 | Q4 2021 | 5 |
Ironwood Investment Counsel, LLC | 4 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 5 |
SkyOak Wealth, LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q4 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 5 |
SECURIAN ASSET MANAGEMENT, INC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Stonebridge Capital Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 5 |
JENNISON ASSOCIATES LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q1 2020 | 5 |
Founders Capital Management | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
1919 Investment Counsel, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Aevitas Wealth Management, Inc. | 4 | 1 | 0.06% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q3 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 5 | 0.08% | 0.10% | 0.12% | Q2 2016 | Q2 2017 | 5 |
People's United Financial, Inc. | 4 | 1 | 0.00% | 0.03% | 0.15% | Q3 2016 | Q2 2018 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
DC Investments Management, LLC | 3 | 2 | 0.12% | 0.21% | 0.24% | Q2 2018 | Q3 2020 | 5 |
Jaffetilchin Investment Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
ATWOOD & PALMER INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Equitable Holdings, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
CHANNEL WEALTH LLC | 4 | 4 | 0.28% | 0.43% | 0.57% | Q1 2023 | Q4 2023 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.02% | 0.04% | 0.11% | Q1 2013 | Q2 2020 | 4 |
DIALECTIC CAPITAL MANAGEMENT, LP | 3 | 1 | 0.77% | 1.43% | 1.97% | Q4 2015 | Q1 2017 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q1 2019 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2014 | Q4 2014 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.06% | 0.14% | 0.25% | Q3 2021 | Q2 2022 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.50% | 0.61% | 0.74% | Q1 2020 | Q4 2020 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q2 2023 | 4 |
ClearBridge Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Knott David M Jr | 4 | 4 | 0.53% | 0.72% | 0.95% | Q1 2022 | Q4 2022 | 4 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
AJO, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
HBC Financial Services, PLLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Court Place Advisors, LLC | 4 | 4 | 0.13% | 0.16% | 0.18% | Q2 2017 | Q1 2018 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q3 2017 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 4 |
RS CRUM INC. | 4 | 4 | 0.24% | 0.28% | 0.33% | Q4 2021 | Q3 2022 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.65% | 0.80% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 2.41% | 2.85% | 3.21% | Q1 2013 | Q4 2013 | 4 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 4 |
Sowa Financial Group, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q4 2020 | 4 |
Florence Capital Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2017 | 4 |
Port Capital LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2018 | 4 |
Nepsis Inc. | 4 | 4 | 0.95% | 1.82% | 2.74% | Q1 2015 | Q4 2015 | 4 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2022 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
BAILARD, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Cubist Systematic Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2022 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.49% | 0.54% | 0.60% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 4 |
Paloma Partners Management Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
SEI TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 4 |
PINNACLE ASSOCIATES LTD | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
EMERSON INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2014 | Q2 2015 | 4 |
CYPRESS ASSET MANAGEMENT INC/TX | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
New Millennium Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Claro Advisors LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2022 | 3 |
Ethos Financial Group, LLC | 3 | 3 | 0.06% | 0.09% | 0.14% | Q4 2022 | Q2 2023 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 1.22% | 1.33% | 1.44% | Q2 2013 | Q4 2013 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
MONECO Advisors, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 3 |
Eventide Asset Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 3 |
Avalon Trust Co | 3 | 3 | 0.65% | 0.71% | 0.76% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.09% | 0.14% | 0.16% | Q4 2019 | Q3 2020 | 3 |
BENEDICT FINANCIAL ADVISORS INC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q2 2017 | Q4 2017 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.39% | 0.46% | 0.52% | Q3 2016 | Q1 2018 | 3 |
Red Rocks Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
FIRST FINANCIAL CORP /IN/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2017 | 3 |
Point72 Asset Management, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2022 | 3 |
FIRST TRUST ADVISORS LP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 |
STATE STREET CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Samson Capital Advisors LLC | 2 | 1 | 0.20% | 0.34% | 0.43% | Q4 2014 | Q3 2015 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 3 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2014 | 3 |
Paragon Capital Management Ltd | 3 | 3 | 0.30% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Glassman Wealth Services | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
NAVELLIER & ASSOCIATES INC | 2 | 1 | 0.09% | 0.19% | 0.26% | Q2 2017 | Q1 2018 | 3 |
Balentine LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
INSIGHT 2811, INC. | 3 | 3 | 0.27% | 0.28% | 0.29% | Q2 2013 | Q4 2013 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
OMERS ADMINISTRATION Corp | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2014 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Baldrige Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.08% | 0.15% | 0.28% | Q2 2016 | Q1 2017 | 3 |
SPRENG CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.16% | 0.18% | 0.19% | Q4 2019 | Q4 2020 | 3 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.02% | 0.07% | 0.09% | Q4 2015 | Q4 2016 | 3 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 3 |
State of Wyoming | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.06% | 0.12% | 0.15% | Q3 2015 | Q2 2016 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.11% | 0.15% | 0.17% | Q2 2020 | Q4 2020 | 3 |
TPH Asset Management, LLC | 3 | 3 | 0.22% | 0.79% | 1.88% | Q3 2013 | Q1 2014 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2019 | 3 |
Sandbox Financial Partners, LLC | 2 | 1 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2022 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.37% | 0.44% | 0.49% | Q2 2019 | Q4 2019 | 3 |
Waldron Private Wealth LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 3 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 3 |
Randolph Co Inc | 3 | 3 | 2.82% | 2.91% | 3.01% | Q3 2017 | Q1 2018 | 3 |
Border to Coast Pensions Partnership Ltd | 3 | 3 | 0.84% | 0.86% | 0.90% | Q1 2022 | Q3 2022 | 3 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2016 | Q3 2017 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Wealth Architects, LLC | 1 | 1 | 0.14% | 0.16% | 0.16% | Q2 2015 | Q1 2017 | 3 |
Rafferty Asset Management, LLC | 1 | 1 | 0.02% | 0.14% | 0.26% | Q3 2015 | Q3 2020 | 2 |
GenTrust, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q1 2023 | 2 |
Maven Securities LTD | 1 | 1 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 2 |
MILLENNIUM MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.57% | 0.57% | 0.57% | Q1 2020 | Q2 2020 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q1 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 2 |
AlphaOne Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.22% | 0.47% | 0.72% | Q3 2018 | Q1 2020 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 2 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Glen Harbor Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.21% | 0.23% | 0.25% | Q3 2014 | Q4 2014 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q4 2015 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Tyers Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
TRIAD FINANCIAL ADVISORS, INC. | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.45% | 1.12% | 1.78% | Q2 2017 | Q2 2021 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2019 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q2 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DEERE & CO | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2015 | Q3 2016 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2020 | 2 |
Salient Capital Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q1 2019 | 2 |
HITE Hedge Asset Management LLC | 2 | 2 | 0.51% | 0.51% | 0.52% | Q2 2020 | Q3 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q3 2016 | 2 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.31% | 0.33% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q4 2017 | Q1 2018 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Private Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 2 |
Proficio Capital Partners LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2022 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 2 |
Neuburgh Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Hyperion Capital Advisors LP | 2 | 2 | 0.15% | 0.47% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Flinton Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 2 |
CGOV Asset Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Brave Warrior Advisors | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2015 | Q4 2015 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q3 2020 | 2 |
Bristol Gate Capital Partners Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q4 2018 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Mawer Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TANAKA CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Horizons Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Accel Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Smart Money Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Imprint Wealth LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2015 | Q3 2015 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2017 | Q3 2017 | 1 |
Manikay Partners, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2015 | Q4 2015 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Empire Financial Management Company, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Forge First Asset Management Inc. | 1 | 1 | 3.84% | 3.84% | 3.84% | Q1 2023 | Q1 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2017 | Q2 2017 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Wealthstreet Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2017 | Q2 2017 | 1 |
SG3 Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Beck Bode, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2020 | Q2 2020 | 1 |
Aviance Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Bridgewater Wealth & Financial Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2020 | Q3 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Timber Hill LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Airain ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2020 | Q4 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Power Corp of Canada | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Numerai GP LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2022 | Q4 2022 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Swift Run Capital | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own BROOKFIELD INFRAST PARTNERS or have owned BROOKFIELD INFRAST PARTNERS in the past.