Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
TORONTO DOMINION BANK | 42 | 42 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 60 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 57 |
CIBC WORLD MARKET INC. | 26 | 15 | 0.01% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 46 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 45 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.00% | 0.20% | 0.48% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.01% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.07% | 0.66% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.37% | 0.79% | 1.36% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.12% | 0.30% | 0.62% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 0.31% | 0.96% | 1.47% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
TD ASSET MANAGEMENT INC | 41 | 41 | 0.06% | 0.16% | 0.25% | Q3 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 21 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 40 |
Silver Lake Advisory, LLC | 40 | 40 | 0.37% | 0.53% | 0.68% | Q4 2013 | Q3 2023 | 40 |
CIBC Asset Management Inc | 40 | 40 | 0.14% | 0.38% | 0.88% | Q4 2013 | Q3 2023 | 40 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 39 | 39 | 0.06% | 0.14% | 0.27% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
BANK OF NOVA SCOTIA TRUST CO | 25 | 2 | 0.03% | 0.50% | 1.43% | Q2 2013 | Q3 2023 | 38 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 26 | 12 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q3 2023 | 38 |
AGF Investments America Inc. | 38 | 38 | 0.85% | 2.01% | 2.75% | Q2 2013 | Q3 2022 | 38 |
PRINCIPAL FINANCIAL GROUP INC | 38 | 38 | 0.04% | 0.09% | 0.16% | Q2 2014 | Q3 2023 | 38 |
AGF INVESTMENTS INC. | 36 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2022 | 37 |
MACKENZIE FINANCIAL CORP | 26 | 3 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 37 |
KARPAS STRATEGIES, LLC | 37 | 37 | 0.19% | 1.96% | 3.28% | Q3 2014 | Q3 2023 | 37 |
GOLDMAN SACHS GROUP INC | 35 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 36 |
SFE Investment Counsel | 36 | 36 | 0.30% | 0.61% | 0.95% | Q4 2014 | Q3 2023 | 36 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 35 |
Brookfield Asset Management | 22 | 1 | 5.35% | 9.64% | 26.72% | Q2 2013 | Q3 2023 | 35 |
Invesco Ltd. | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 23 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 35 |
Renaissance Technologies | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
BOWEN HANES & CO INC | 34 | 34 | 0.16% | 0.57% | 0.95% | Q2 2015 | Q3 2023 | 34 |
Connor, Clark & Lunn Investment Management Ltd. | 19 | 3 | 0.00% | 0.24% | 0.81% | Q1 2014 | Q3 2023 | 34 |
CENTRAL TRUST Co | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 34 |
Eventide Asset Management | 33 | 33 | 0.00% | 0.43% | 1.26% | Q3 2015 | Q3 2023 | 33 |
DORCHESTER WEALTH MANAGEMENT Co | 32 | 1 | 0.11% | 0.30% | 0.59% | Q2 2015 | Q3 2023 | 33 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 13 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 31 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Hillsdale Investment Management Inc. | 28 | 3 | 0.00% | 0.09% | 0.49% | Q2 2014 | Q4 2022 | 31 |
DEUTSCHE BANK AG\ | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 31 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 30 | 30 | 0.00% | 0.05% | 0.21% | Q3 2013 | Q4 2020 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
PEAK6 Investments LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 25 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 25 | 25 | 0.01% | 1.46% | 3.20% | Q3 2017 | Q3 2023 | 25 |
Baldwin Investment Management, LLC | 25 | 25 | 0.10% | 0.19% | 0.28% | Q3 2017 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 12 | 1 | 0.00% | 0.10% | 0.32% | Q2 2016 | Q2 2023 | 24 |
APG Asset Management N.V. | 24 | 24 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
SIGNATUREFD, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.16% | 2.81% | 4.46% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 24 |
HighTower Advisors, LLC | 19 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
Russell Investments Group, Ltd. | 14 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
WELLINGTON MANAGEMENT GROUP LLP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
JARISLOWSKY, FRASER Ltd | 15 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
K.J. Harrison & Partners Inc | 14 | 1 | 0.04% | 0.35% | 1.35% | Q3 2015 | Q1 2023 | 23 |
MONTRUSCO BOLTON INVESTMENTS INC. | 23 | 23 | 0.16% | 1.57% | 3.55% | Q1 2018 | Q3 2023 | 23 |
Adalta Capital Management LLC | 22 | 22 | 0.36% | 0.52% | 0.71% | Q2 2018 | Q3 2023 | 22 |
FIL Ltd | 22 | 22 | 0.04% | 0.35% | 0.76% | Q2 2018 | Q3 2023 | 22 |
STONE RUN CAPITAL, LLC | 21 | 21 | 0.12% | 0.19% | 0.26% | Q3 2013 | Q3 2018 | 21 |
FIRST TRUST ADVISORS LP | 21 | 21 | 0.01% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 15 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
JNBA Financial Advisors | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Hexavest Inc. | 18 | 3 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2020 | 21 |
BLUESTEIN R H & CO LLC | 13 | 8 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Clearstead Trust, LLC | 10 | 2 | 0.09% | 0.26% | 0.56% | Q4 2016 | Q3 2023 | 21 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.05% | 0.42% | 1.34% | Q4 2018 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
INTACT INVESTMENT MANAGEMENT INC. | 9 | 1 | 0.01% | 0.26% | 1.11% | Q1 2015 | Q3 2022 | 19 |
Truvestments Capital LLC | 19 | 19 | 0.01% | 0.31% | 1.46% | Q1 2019 | Q3 2023 | 19 |
WealthTrust Axiom LLC | 19 | 19 | 0.15% | 0.27% | 0.35% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Chicago Partners Investment Group LLC | 12 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q1 2023 | 19 |
GARRISON BRADFORD & ASSOCIATES INC | 16 | 3 | 0.37% | 0.43% | 0.52% | Q2 2013 | Q1 2018 | 19 |
JCIC Asset Management Inc. | 12 | 7 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 19 |
Onex Canada Asset Management Inc. | 19 | 19 | 0.08% | 0.39% | 0.66% | Q1 2019 | Q3 2023 | 19 |
AMERIPRISE FINANCIAL INC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 19 |
BNP PARIBAS FINANCIAL MARKETS | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CIBC Private Wealth Group, LLC | 13 | 2 | 0.00% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BARCLAYS PLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
KINGS POINT CAPITAL MANAGEMENT | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
Community Capital Management, LLC | 16 | 2 | 0.39% | 0.65% | 0.84% | Q4 2018 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Pacifica Partners Inc. | 17 | 17 | 0.14% | 0.32% | 0.54% | Q4 2019 | Q4 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
Richard C. Young & CO., LTD. | 17 | 17 | 0.77% | 1.43% | 1.82% | Q2 2013 | Q2 2017 | 17 |
Nuveen Asset Management, LLC | 12 | 3 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q4 2020 | 17 |
Bramshill Investments, LLC | 17 | 17 | 0.14% | 0.27% | 0.50% | Q2 2019 | Q2 2023 | 17 |
North Star Investment Management Corp. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Raymond James Financial Services Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 7 | 5 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q4 2021 | 17 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 17 | 17 | 2.12% | 3.72% | 6.03% | Q3 2019 | Q3 2023 | 17 |
WHITTIER TRUST CO | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BESSEMER GROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Gradient Investments LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Veritable, L.P. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Catamount Wealth Management | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2019 | 17 |
WFG Advisors, LP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.88% | 1.27% | 1.88% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
BANK OF NOVA SCOTIA | 11 | 5 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 16 |
Advisors Capital Management, LLC | 16 | 16 | 0.01% | 0.20% | 0.32% | Q3 2017 | Q2 2021 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
Teamwork Financial Advisors, LLC | 15 | 15 | 0.05% | 0.17% | 0.58% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
NICOLA WEALTH MANAGEMENT LTD. | 15 | 15 | 0.08% | 0.69% | 1.52% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
CATAWBA CAPITAL MANAGEMENT /VA | 8 | 6 | 0.07% | 0.08% | 0.10% | Q2 2014 | Q2 2018 | 14 |
PITTENGER & ANDERSON INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Friedberg Investment Management | 14 | 14 | 0.15% | 0.63% | 1.03% | Q1 2014 | Q2 2017 | 14 |
American Assets Capital Advisers, LLC | 14 | 14 | 2.92% | 3.82% | 5.17% | Q2 2017 | Q3 2020 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.02% | 1.32% | 3.04% | Q4 2017 | Q1 2021 | 14 |
Private Advisor Group, LLC | 10 | 4 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2022 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
KCM INVESTMENT ADVISORS LLC | 14 | 14 | 0.02% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 14 | 14 | 0.16% | 0.23% | 0.30% | Q1 2020 | Q2 2023 | 14 |
Baldrige Asset Management LLC | 13 | 13 | 0.12% | 0.38% | 0.91% | Q1 2020 | Q1 2023 | 13 |
BREWIN DOLPHIN LTD | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 13 |
Rempart Asset Management Inc. | 13 | 13 | 1.96% | 2.93% | 4.44% | Q4 2020 | Q4 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.01% | 0.13% | 0.32% | Q2 2015 | Q2 2018 | 13 |
JFS WEALTH ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
Texas Yale Capital Corp. | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
A. D. Beadell Investment Counsel, Inc. | 9 | 1 | 0.14% | 0.18% | 0.28% | Q2 2013 | Q1 2023 | 13 |
Cetera Advisors LLC | 12 | 1 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q2 2022 | 13 |
SeaBridge Investment Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
Crestwood Advisors Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
BOURGEON CAPITAL MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Founders Capital Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
Glassman Wealth Services | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Geneos Wealth Management Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
MARIETTA INVESTMENT PARTNERS LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q4 2021 | 12 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
M&T BANK CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.10% | 0.22% | 0.47% | Q4 2020 | Q3 2023 | 12 |
GLENMEDE TRUST CO NA | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 12 |
MONETARY MANAGEMENT GROUP INC | 12 | 12 | 0.02% | 0.11% | 0.28% | Q3 2020 | Q2 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.02% | 0.20% | 0.32% | Q2 2020 | Q1 2023 | 12 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 1.37% | 1.73% | 2.09% | Q4 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 6 | 2 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q1 2022 | 11 |
SVB WEALTH LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
ASPIRIANT, LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 11 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 11 | 11 | 0.22% | 0.39% | 0.60% | Q1 2020 | Q3 2022 | 11 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2023 | 11 |
Avion Wealth | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Fort Sheridan Advisors LLC | 9 | 1 | 0.24% | 0.33% | 0.43% | Q4 2019 | Q3 2023 | 11 |
Cedar Mountain Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
BEACH INVESTMENT COUNSEL INC/PA | 10 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2023 | 11 |
SECURIAN ASSET MANAGEMENT, INC | 11 | 11 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q1 2021 | 11 |
Lenox Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.18% | 0.23% | 0.28% | Q2 2013 | Q4 2015 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Fosun International Ltd | 11 | 11 | 0.25% | 0.72% | 1.03% | Q3 2018 | Q1 2021 | 11 |
Laurel Wealth Advisors LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.07% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Select Equity Group, L.P. | 9 | 1 | 0.01% | 0.21% | 0.35% | Q4 2019 | Q3 2023 | 10 |
Voya Financial Advisors, Inc. | 7 | 3 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Orion Capital Management LLC | 10 | 10 | 0.06% | 0.15% | 0.20% | Q4 2020 | Q1 2023 | 10 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
Cannell & Co. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2022 | 10 |
Van Hulzen Asset Management, LLC | 8 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 10 |
Kovack Advisors, Inc. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2022 | 10 |
Ecofin Advisors Ltd | 7 | 3 | 0.53% | 2.81% | 5.73% | Q2 2017 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 10 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 9 |
VAN ECK ASSOCIATES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Natixis Investment Managers International | 9 | 9 | 0.14% | 0.17% | 0.22% | Q4 2015 | Q4 2017 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Bellecapital International Ltd. | 9 | 9 | 0.11% | 0.17% | 0.22% | Q2 2019 | Q2 2021 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Edgemoor Investment Advisors, Inc. | 9 | 9 | 0.12% | 0.17% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.33% | 0.61% | 0.77% | Q3 2021 | Q3 2023 | 9 |
Hudock, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 9 |
NATIXIS | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 9 |
REGIONS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 0.73% | 1.09% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Vectors Research Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Tranquility Partners, LLC | 8 | 8 | 0.17% | 0.33% | 0.42% | Q1 2020 | Q4 2021 | 8 |
MIROVA | 8 | 8 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2020 | 8 |
IEQ CAPITAL, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 8 |
CORRADO ADVISORS, LLC | 7 | 1 | 0.10% | 0.16% | 0.23% | Q3 2020 | Q4 2022 | 8 |
Murphy, Middleton, Hinkle & Parker, Inc. | 8 | 8 | 0.11% | 0.14% | 0.17% | Q3 2020 | Q2 2022 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
CADENCE BANK NA | 8 | 8 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q2 2022 | 8 |
Sentry Investments Corp. | 8 | 8 | 0.07% | 0.15% | 0.27% | Q2 2013 | Q1 2015 | 8 |
Findlay Park Partners LLP | 8 | 8 | 0.10% | 0.25% | 0.45% | Q2 2013 | Q1 2015 | 8 |
VANGUARD GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.55% | 0.66% | 0.88% | Q4 2016 | Q3 2018 | 8 |
Baskin Financial Services Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 8 |
NORTHSTAR ASSET MANAGEMENT INC | 8 | 8 | 0.08% | 0.40% | 2.53% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.10% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 8 |
Millburn Ridgefield Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 8 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 8 |
TIAA, FSB | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quaero Capital S.A. | 8 | 8 | 0.74% | 0.92% | 1.10% | Q4 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.17% | 0.29% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Aldebaran Financial Inc. | 8 | 8 | 0.24% | 0.64% | 1.24% | Q1 2021 | Q4 2022 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
IFS Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 7 |
Candriam S.C.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 7 |
Minot Wealth Management LLC | 7 | 7 | 0.50% | 1.01% | 2.44% | Q4 2020 | Q2 2022 | 7 |
Counsel Portfolio Services Inc. | 6 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2016 | 7 |
MAI Capital Management | 7 | 7 | 0.02% | 0.21% | 0.36% | Q3 2014 | Q1 2016 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 7 |
Evanson Asset Management, LLC | 6 | 1 | 0.03% | 0.08% | 0.11% | Q1 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
JUPITER ASSET MANAGEMENT LTD | 5 | 2 | 0.00% | 0.10% | 0.55% | Q1 2020 | Q4 2021 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
RUSSELL FRANK CO/ | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 7 |
SIMON QUICK ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Azimuth Capital Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q1 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.20% | 0.25% | 0.35% | Q2 2013 | Q3 2014 | 6 |
Sanford Advisory Services, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
FULTON BREAKEFIELD BROENNIMAN LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Uniplan Investment Counsel, Inc. | 6 | 6 | 0.06% | 0.16% | 0.39% | Q3 2020 | Q4 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
JTC Employer Solutions Trustee Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
CFS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 2 | 0.11% | 0.21% | 0.36% | Q2 2013 | Q1 2015 | 6 |
Columbia Asset Management | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q1 2019 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NewEdge Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2021 | 6 |
&PARTNERS | 6 | 6 | 0.54% | 0.68% | 0.88% | Q4 2018 | Q1 2020 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
Rafferty Asset Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2020 | 6 |
SITTNER & NELSON, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2023 | 6 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 6 |
Archer Investment Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Catalyst Capital Advisors LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
DAVIS-REA LTD. | 5 | 5 | 0.13% | 0.18% | 0.22% | Q3 2020 | Q3 2021 | 5 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 3 | 2 | 0.04% | 0.17% | 0.37% | Q1 2018 | Q1 2021 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2016 | 5 |
Triasima Portfolio Management inc. | 3 | 1 | 0.15% | 1.31% | 2.23% | Q4 2020 | Q3 2022 | 5 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 5 |
Triad Investment Management | 5 | 5 | 0.60% | 1.24% | 1.78% | Q4 2018 | Q4 2019 | 5 |
Tredje AP-fonden | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Spears Abacus Advisors LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 5 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.05% | 0.50% | 1.06% | Q3 2013 | Q2 2020 | 5 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 5 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2021 | 5 |
Signition LP | 5 | 5 | 0.24% | 1.35% | 3.49% | Q4 2018 | Q4 2019 | 5 |
Coastline Trust Co | 5 | 5 | 0.08% | 0.29% | 0.40% | Q2 2019 | Q2 2020 | 5 |
Hudson Value Partners, LLC | 5 | 5 | 0.14% | 0.19% | 0.24% | Q4 2020 | Q4 2021 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
McIlrath & Eck, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Azimuth Capital Investment Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.21% | 0.27% | 0.35% | Q4 2017 | Q3 2018 | 4 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
C M BIDWELL & ASSOCIATES LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
NewGen Asset Management Ltd | 2 | 2 | 1.25% | 2.43% | 4.15% | Q4 2020 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
St. Johns Investment Management Company, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
McGowan Group Asset Management, Inc. | 3 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.10% | 0.14% | 0.21% | Q4 2020 | Q3 2021 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CCLA Investment Management | 2 | 1 | 0.54% | 0.64% | 0.73% | Q4 2021 | Q3 2023 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Gordian Capital Singapore Pte Ltd | 4 | 4 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2022 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2021 | 4 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Clean Yield Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Values First Advisors, Inc. | 3 | 1 | 0.00% | 0.31% | 0.51% | Q1 2020 | Q1 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.17% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.60% | 0.68% | 0.82% | Q1 2020 | Q4 2020 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Reynders McVeigh Capital Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.06% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2022 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
ClearBridge Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
BHF Kleinwort Benson Group S.A. | 4 | 4 | 0.00% | 0.26% | 0.61% | Q3 2013 | Q2 2014 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Port Capital LLC | 4 | 4 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q3 2018 | 4 |
Good Life Advisors, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.04% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q1 2022 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Mawer Investment Management Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
AMERICAN CENTURY COMPANIES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
LINCLUDEN MANAGEMENT LTD | 4 | 4 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q1 2022 | 4 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.07% | 0.32% | 0.56% | Q1 2020 | Q3 2023 | 3 |
Global Wealth Strategies & Associates | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Diversified Trust Co | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
GUGGENHEIM CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
BALDWIN BROTHERS LLC/MA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Beutel, Goodman & Co Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Global Retirement Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
Power Corp of Canada | 3 | 3 | 0.03% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Private Capital Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 3 |
Invictus RG Pte. Ltd. | 3 | 3 | 0.08% | 0.57% | 1.07% | Q2 2014 | Q4 2014 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
New England Research & Management, Inc. | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 3 |
AGF Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OMERS ADMINISTRATION Corp | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.58% | 0.83% | 1.17% | Q2 2013 | Q4 2013 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
OneAscent Financial Services LLC | 3 | 3 | 0.13% | 0.29% | 0.40% | Q1 2020 | Q3 2020 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
COHEN & STEERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cadence Bank | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 3 |
JENNISON ASSOCIATES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
O'ROURKE & COMPANY, Inc | 2 | 1 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q1 2023 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
NISA INVESTMENT ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
PFG Investments, LLC | 3 | 3 | 0.28% | 0.36% | 0.44% | Q1 2023 | Q3 2023 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.07% | 0.25% | 0.39% | Q4 2021 | Q2 2022 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.04% | 0.08% | 0.11% | Q3 2021 | Q1 2022 | 3 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.61% | 0.62% | 0.64% | Q2 2018 | Q3 2018 | 2 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.04% | 2.06% | 4.08% | Q1 2022 | Q1 2023 | 2 |
NIGHTVIEW CAPITAL, LLC | 2 | 2 | 0.18% | 0.28% | 0.37% | Q1 2020 | Q2 2020 | 2 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2021 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q3 2022 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vestcor Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
XTX Topco Ltd | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Canal Capital Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
COMMERCE BANK | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
Abacus Wealth Partners, LLC | 2 | 2 | 0.44% | 0.49% | 0.54% | Q4 2020 | Q1 2021 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Sepio Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Walter Public Investments Inc. | 2 | 2 | 1.34% | 1.55% | 1.75% | Q2 2023 | Q3 2023 | 2 |
Haverford Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 0.47% | 0.49% | 0.51% | Q1 2015 | Q2 2015 | 2 |
ADVOCATE GROUP LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q3 2016 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Parkwood LLC | 1 | 1 | 0.06% | 0.14% | 0.22% | Q1 2022 | Q3 2022 | 2 |
Qube Research & Technologies Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Community Bank of Raymore | 2 | 2 | 0.22% | 0.22% | 0.23% | Q1 2020 | Q2 2020 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q4 2018 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Nexus Investment Management ULC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 2 |
Oslo Asset Management AS | 2 | 2 | 0.86% | 6.18% | 11.50% | Q4 2020 | Q1 2021 | 2 |
Avenir Corp | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2015 | Q1 2016 | 2 |
Overbrook Management Corp | 2 | 2 | 0.08% | 0.11% | 0.13% | Q3 2013 | Q4 2013 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Triumph Capital Management | 2 | 2 | 0.34% | 0.37% | 0.40% | Q4 2022 | Q1 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Danda Trouve Investment Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Atria Investments, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
VALUEWORKS LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2020 | Q1 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Argent Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Ronit Capital LLP | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2020 | Q4 2020 | 1 |
TSFG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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This page lists all the filers that currently own BROOKFIELD RENEWABLE PARTNER or have owned BROOKFIELD RENEWABLE PARTNER in the past.