Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 119 |
Citadel Advisors | 29 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 87 |
CITIGROUP INC | 38 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 81 |
Cutler Group LLC / CA | 12 | 5 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 62 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 59 |
Walleye Trading LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 52 |
WOLVERINE TRADING, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 52 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 45 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 44 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
GOLDMAN SACHS GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
Pinnacle Holdings, LLC | 42 | 42 | 0.02% | 0.51% | 1.65% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Adams Asset Advisors, LLC | 42 | 42 | 0.15% | 0.71% | 1.47% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 17 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 41 |
JPMORGAN CHASE & CO | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
CREDIT SUISSE AG/ | 36 | 2 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2022 | 38 |
INTRUST BANK NA | 27 | 10 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
BOKF, NA | 12 | 6 | 0.00% | 0.07% | 1.02% | Q2 2013 | Q3 2023 | 36 |
GSA CAPITAL PARTNERS LLP | 25 | 2 | 0.01% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 35 |
DEUTSCHE BANK AG\ | 26 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 34 |
FIRST MANHATTAN CO. LLC. | 26 | 8 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 34 |
CENTRAL TRUST Co | 19 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 34 |
Neuberger Berman Group LLC | 22 | 12 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 34 |
Mariner, LLC | 19 | 7 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 34 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q2 2018 | 34 |
Spot Trading L.L.C | 14 | 14 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2016 | 33 |
STIFEL FINANCIAL CORP | 22 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 33 |
Energy Income Partners, LLC | 28 | 4 | 0.01% | 1.81% | 3.21% | Q2 2013 | Q3 2023 | 32 |
Barnett & Company, Inc. | 32 | 32 | 0.00% | 0.25% | 1.07% | Q2 2013 | Q1 2021 | 32 |
Hillsdale Investment Management Inc. | 13 | 9 | 0.00% | 0.06% | 0.30% | Q3 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 31 |
MAGNOLIA GROUP, LLC | 21 | 10 | 1.40% | 9.01% | 32.80% | Q4 2015 | Q3 2023 | 31 |
TIEDEMANN ADVISORS, LLC | 31 | 31 | 0.00% | 1.42% | 5.58% | Q2 2013 | Q4 2020 | 31 |
GLENMEDE TRUST CO NA | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
Aull & Monroe Investment Management Corp | 29 | 1 | 0.02% | 0.10% | 0.18% | Q4 2014 | Q3 2023 | 30 |
Invesco Ltd. | 21 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
GUGGENHEIM CAPITAL LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 30 |
Texas Yale Capital Corp. | 22 | 8 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
FIFTH THIRD BANCORP | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 29 |
VAN ECK ASSOCIATES CORP | 18 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Allianz Asset Management GmbH | 26 | 26 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2019 | 26 |
HUNTINGTON NATIONAL BANK | 23 | 1 | 0.00% | 0.01% | 0.03% | Q1 2009 | Q4 2017 | 26 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 14 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 3 | 0.00% | 0.04% | 0.14% | Q2 2014 | Q4 2022 | 25 |
Anchor Investment Management, LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 25 |
Sumitomo Mitsui Trust Holdings, Inc. | 22 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 24 |
SELZ CAPITAL LLC | 24 | 24 | 0.64% | 1.97% | 5.79% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Financial Management Professionals, Inc. | 22 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 18 | 5 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 23 |
Renaissance Technologies | 13 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 23 |
QS Investors, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 23 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 23 |
ING GROEP NV | 9 | 1 | 0.01% | 0.09% | 0.45% | Q3 2013 | Q3 2023 | 23 |
GABELLI FUNDS LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 12 | 1 | 0.09% | 0.85% | 2.48% | Q4 2015 | Q3 2023 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 15 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 22 |
BARINGS LLC | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
Fairbanks Capital Management, Inc. | 22 | 22 | 0.55% | 3.15% | 6.02% | Q2 2018 | Q3 2023 | 22 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 21 |
SEI INVESTMENTS CO | 14 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 21 |
Parkside Financial Bank & Trust | 21 | 21 | 0.01% | 0.05% | 0.10% | Q3 2015 | Q3 2020 | 21 |
McIlrath & Eck, LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 21 |
MCF Advisors LLC | 21 | 21 | 0.01% | 0.15% | 0.30% | Q4 2011 | Q4 2016 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Rathbones Group PLC | 21 | 21 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q3 2019 | 21 |
RATIONAL ADVISORS LLC | 9 | 2 | 0.10% | 0.23% | 0.94% | Q1 2009 | Q2 2018 | 21 |
CoreCommodity Management, LLC | 21 | 21 | 0.07% | 0.31% | 0.63% | Q3 2015 | Q3 2020 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
EDMP, INC. | 20 | 20 | 0.33% | 0.86% | 1.51% | Q2 2013 | Q1 2018 | 20 |
Raymond James Financial Services Advisors, Inc. | 18 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.06% | 0.22% | Q4 2014 | Q3 2019 | 20 |
Mountain Lake Investment Management LLC | 15 | 5 | 0.34% | 4.57% | 12.89% | Q4 2015 | Q3 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 1.75% | 7.58% | 16.18% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 19 |
Chicago Partners Investment Group LLC | 19 | 19 | 0.05% | 0.12% | 0.32% | Q1 2015 | Q3 2019 | 19 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q1 2023 | 19 |
Rafferty Asset Management, LLC | 16 | 3 | 0.02% | 0.08% | 0.23% | Q1 2015 | Q4 2019 | 19 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2019 | 19 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q1 2020 | 18 |
Lee Financial Co | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Kistler-Tiffany Companies, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
HSBC HOLDINGS PLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2021 | 18 |
Global X Management CO LLC | 17 | 17 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q2 2017 | 17 |
FMR LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 2 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 17 |
JFS WEALTH ADVISORS, LLC | 9 | 7 | 0.00% | 0.07% | 0.26% | Q4 2014 | Q4 2021 | 16 |
FIRST TRUST ADVISORS LP | 5 | 2 | 0.00% | 0.05% | 0.32% | Q2 2013 | Q3 2023 | 16 |
AMERICAN FINANCIAL GROUP INC | 14 | 2 | 0.09% | 0.42% | 0.69% | Q2 2013 | Q3 2023 | 16 |
SoftVest Advisors, LLC | 11 | 11 | 0.19% | 0.66% | 1.96% | Q1 2021 | Q3 2023 | 16 |
LEVEL FOUR ADVISORY SERVICES, LLC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2020 | 16 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.13% | 0.19% | 0.27% | Q2 2013 | Q1 2017 | 16 |
HighTower Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Weaver C. Barksdale & Associates, Inc. | 16 | 16 | 0.01% | 0.49% | 0.75% | Q3 2013 | Q2 2017 | 16 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Cordasco Financial Network | 11 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
AdvisorNet Financial, Inc | 9 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 15 |
Advisors Asset Management, Inc. | 15 | 15 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q4 2016 | 15 |
OLD SECOND NATIONAL BANK OF AURORA | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2020 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 15 |
ALPS ADVISORS INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.05% | 0.15% | 0.23% | Q2 2013 | Q4 2016 | 15 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 5 | 1 | 0.01% | 0.31% | 1.00% | Q2 2013 | Q3 2023 | 14 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2020 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 14 |
Cutter & CO Brokerage, Inc. | 14 | 14 | 0.02% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 14 |
OppenheimerFunds, Inc. | 10 | 4 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q1 2019 | 14 |
NATIXIS | 10 | 4 | 0.01% | 0.10% | 0.36% | Q4 2018 | Q2 2023 | 14 |
Edge Capital Group, LLC | 14 | 14 | 0.04% | 0.08% | 0.13% | Q4 2018 | Q1 2022 | 14 |
BLAIR WILLIAM & CO/IL | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 6 | 0.01% | 0.14% | 0.37% | Q2 2013 | Q4 2019 | 13 |
AMERIPRISE FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.05% | 0.23% | 0.39% | Q2 2013 | Q3 2017 | 13 |
PrairieView Partners, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9 | 2 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q4 2022 | 13 |
Wealthspire Advisors, L.P. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 13 |
ADVISORY RESEARCH INC | 13 | 13 | 0.03% | 0.15% | 0.24% | Q2 2013 | Q2 2016 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q1 2023 | 13 |
CHEMICAL BANK | 12 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 13 |
Focused Wealth Management, Inc | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
COWA, LLC | 12 | 12 | 0.12% | 0.32% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q3 2018 | 12 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 12 |
Jump Financial, LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Pekin Hardy Strauss, Inc. | 8 | 4 | 0.04% | 0.13% | 0.26% | Q1 2019 | Q3 2023 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
Livforsakringsbolaget Skandia, Omsesidigt | 12 | 12 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Airain ltd | 9 | 1 | 0.02% | 0.03% | 0.08% | Q4 2013 | Q2 2017 | 12 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 12 |
MILLER VALUE PARTNERS, LLC | 12 | 12 | 0.04% | 0.59% | 2.64% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 12 |
COMMUNITY TRUST & INVESTMENT CO | 6 | 5 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
DEERE & CO | 7 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2016 | 11 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q4 2017 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 2 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2022 | 11 |
CLINTON GROUP INC | 5 | 2 | 0.01% | 0.09% | 0.23% | Q2 2013 | Q1 2017 | 11 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 11 |
TIEDEMANN TRUST CO | 11 | 11 | 0.98% | 1.43% | 1.82% | Q2 2013 | Q4 2015 | 11 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 11 | 11 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 11 |
Cornerstone Investment Partners, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BOWEN HANES & CO INC | 11 | 11 | 0.11% | 0.36% | 0.52% | Q2 2013 | Q4 2015 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Impala Asset Management LLC | 8 | 3 | 0.14% | 1.28% | 3.01% | Q2 2013 | Q4 2016 | 11 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
TCI Wealth Advisors, Inc. | 5 | 2 | 0.02% | 0.03% | 0.06% | Q4 2012 | Q1 2020 | 10 |
BESSEMER GROUP INC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2020 | 10 |
Copeland Capital Management, LLC | 10 | 10 | 0.02% | 0.10% | 0.34% | Q2 2013 | Q3 2015 | 10 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 10 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 6 | 4 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q2 2019 | 10 |
ROOSEVELT INVESTMENT GROUP LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2022 | 10 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 10 | 10 | 0.15% | 0.25% | 0.39% | Q2 2013 | Q3 2015 | 10 |
CHARTWELL INVESTMENT PARTNERS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 10 |
Full Sail Capital, LLC | 10 | 10 | 0.12% | 0.32% | 0.51% | Q2 2021 | Q3 2023 | 10 |
Foundry Partners, LLC | 10 | 10 | 0.15% | 0.22% | 0.29% | Q2 2017 | Q3 2019 | 10 |
ALLIANCEBERNSTEIN L.P. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 10 |
RUSSELL FRANK CO/ | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 10 |
American Research & Management Co. | 10 | 10 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
AMP Capital Investors Ltd | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Narwhal Capital Management | 10 | 10 | 0.53% | 0.66% | 0.87% | Q2 2013 | Q3 2015 | 10 |
Granby Capital Management, LLC | 7 | 1 | 0.68% | 1.50% | 2.95% | Q4 2020 | Q3 2023 | 10 |
U S GLOBAL INVESTORS INC | 8 | 2 | 0.00% | 0.12% | 0.66% | Q2 2014 | Q1 2018 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.35% | 1.00% | Q2 2013 | Q3 2015 | 10 |
Financial Architects, Inc | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
RPG Investment Advisory, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
COHEN & STEERS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CLEAR STREET MARKETS LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Ranger International Management, LP | 9 | 9 | 0.11% | 3.15% | 5.33% | Q3 2013 | Q3 2015 | 9 |
SUNTRUST BANKS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 7 | 2 | 0.05% | 0.09% | 0.23% | Q2 2010 | Q4 2014 | 9 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 9 |
HOERTKORN RICHARD CHARLES | 9 | 9 | 0.02% | 0.06% | 0.08% | Q4 2013 | Q4 2015 | 9 |
STEPHENS INC /AR/ | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 9 |
Bramshill Investments, LLC | 9 | 9 | 0.11% | 0.21% | 0.36% | Q4 2017 | Q4 2019 | 9 |
Recurrent Investment Advisors LLC | 9 | 9 | 1.13% | 2.27% | 3.25% | Q3 2021 | Q3 2023 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 9 |
Arrow Investment Advisors, LLC | 7 | 2 | 0.13% | 0.19% | 0.23% | Q2 2018 | Q3 2022 | 9 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 9 |
Abacus Planning Group, Inc. | 9 | 9 | 0.04% | 0.17% | 0.32% | Q4 2018 | Q4 2020 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 9 |
BlackRock Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.12% | 0.18% | 0.25% | Q1 2020 | Q1 2022 | 9 |
BURNEY CO/ | 8 | 1 | 0.01% | 0.32% | 0.48% | Q2 2013 | Q4 2017 | 9 |
Chiron Investment Management, LLC | 7 | 1 | 0.01% | 0.25% | 2.04% | Q4 2016 | Q3 2023 | 9 |
FAYEZ SAROFIM & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 8 |
Sheaff Brock Investment Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2020 | 8 |
Progeny 3, Inc. | 8 | 8 | 0.28% | 5.11% | 7.51% | Q4 2021 | Q3 2023 | 8 |
Caption Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.11% | Q4 2017 | Q4 2022 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.07% | 0.10% | Q1 2016 | Q1 2018 | 8 |
PFS Partners, LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
RICE HALL JAMES & ASSOCIATES, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PRUDENTIAL PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
CAPITAL ADVISORS INC/OK | 7 | 1 | 0.01% | 0.05% | 0.09% | Q2 2014 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
FCM INVESTMENTS/TX | 8 | 8 | 0.09% | 0.35% | 0.68% | Q2 2014 | Q1 2016 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
PATTON ALBERTSON MILLER GROUP, LLC | 6 | 1 | 0.04% | 0.11% | 0.13% | Q4 2013 | Q3 2018 | 7 |
ACG Wealth | 7 | 7 | 0.05% | 0.08% | 0.10% | Q4 2013 | Q2 2015 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 2.32% | 3.98% | Q2 2013 | Q4 2014 | 7 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.06% | 0.39% | Q4 2015 | Q4 2018 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2020 | 7 |
Sigma Planning Corp | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2022 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2015 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q1 2017 | 7 |
True North Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 7 |
Independent Family Office, LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q2 2021 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.20% | 0.30% | 0.36% | Q2 2018 | Q4 2019 | 7 |
Flat Footed LLC | 7 | 7 | 0.38% | 2.49% | 4.90% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.22% | Q4 2016 | Q2 2018 | 7 |
CATAWBA CAPITAL MANAGEMENT /VA | 7 | 7 | 0.09% | 0.15% | 0.17% | Q2 2013 | Q4 2014 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 7 |
Nikulski Financial, Inc. | 7 | 7 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 7 |
AXA S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Bienville Capital Management, LLC | 7 | 7 | 4.68% | 6.70% | 8.50% | Q1 2022 | Q3 2023 | 7 |
ICON ADVISERS INC/CO | 4 | 1 | 0.16% | 0.56% | 1.03% | Q3 2013 | Q4 2018 | 7 |
WEXFORD CAPITAL LP | 6 | 1 | 0.04% | 0.06% | 0.10% | Q4 2017 | Q2 2022 | 7 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2016 | 7 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 7 | 7 | 0.04% | 0.07% | 0.13% | Q4 2014 | Q2 2016 | 7 |
Liberty Mutual Group Asset Management Inc. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q3 2015 | 7 |
Quad-Cities Investment Group, LLC | 6 | 1 | 0.03% | 0.03% | 0.06% | Q2 2018 | Q1 2020 | 7 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
Apriem Advisors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
HALL LAURIE J TRUSTEE | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Inspire Investing, LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q2 2021 | 7 |
State of Wyoming | 6 | 1 | 0.01% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Russell Investments Group, Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.05% | 0.10% | 0.17% | Q1 2016 | Q2 2017 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Capital Investment Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.04% | Q4 2013 | Q1 2015 | 6 |
Cetera Advisors LLC | 3 | 1 | 0.01% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 6 |
Country Club Trust Company, n.a. | 6 | 6 | 0.16% | 0.16% | 0.18% | Q2 2013 | Q3 2014 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.04% | 0.08% | 0.10% | Q4 2013 | Q1 2015 | 6 |
TRUST CO OF VERMONT | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Elite Wealth Management, Inc. | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q1 2021 | 6 |
WESTPAC BANKING CORP | 6 | 6 | 0.02% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q1 2020 | 6 |
D.A. DAVIDSON & CO. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 0.21% | 0.23% | 0.24% | Q2 2013 | Q3 2014 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2023 | 6 |
Cadent Capital Advisors, LLC | 2 | 2 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q1 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MOODY ALDRICH PARTNERS LLC | 6 | 6 | 0.06% | 0.12% | 0.19% | Q3 2018 | Q4 2019 | 6 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.03% | 0.25% | 0.36% | Q4 2014 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.15% | 0.18% | 0.20% | Q2 2013 | Q3 2014 | 6 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 6 | 6 | 0.85% | 1.40% | 2.13% | Q2 2022 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CASTLEARK MANAGEMENT LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2019 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 5 |
Samson Capital Management, LLC | 5 | 5 | 3.00% | 3.30% | 3.44% | Q3 2013 | Q3 2014 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q1 2021 | 5 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 5 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 5 |
Vestcor Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Sage Mountain Advisors LLC | 5 | 5 | 6.54% | 7.65% | 8.59% | Q4 2020 | Q4 2021 | 5 |
ArchPoint Investors | 5 | 5 | 0.23% | 0.33% | 0.40% | Q2 2013 | Q2 2014 | 5 |
Stanley-Laman Group, Ltd. | 3 | 2 | 0.05% | 0.14% | 0.25% | Q4 2013 | Q3 2015 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Hamlin Capital Management, LLC | 5 | 5 | 1.24% | 1.86% | 2.11% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
Cowen Prime Services LLC | 5 | 5 | 0.02% | 0.13% | 0.26% | Q3 2016 | Q3 2017 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 5 |
GENESEE VALLEY TRUST CO | 5 | 5 | 0.20% | 0.22% | 0.22% | Q2 2013 | Q2 2014 | 5 |
State of Tennessee, Treasury Department | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Rockefeller Capital Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
American National Registered Investment Advisor, Inc. | 4 | 4 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q2 2020 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 4 |
WFG Advisors, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Oxbow Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q4 2014 | 4 |
Van Leeuwen & Company, LLC | 4 | 4 | 0.70% | 0.74% | 0.77% | Q3 2018 | Q2 2019 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2020 | 4 |
VALLEY NATIONAL ADVISERS INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ALGERT GLOBAL LLC | 4 | 4 | 0.09% | 0.28% | 0.36% | Q4 2016 | Q3 2017 | 4 |
TORONTO DOMINION BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2015 | 4 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.03% | 0.09% | 0.16% | Q2 2013 | Q3 2019 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q4 2014 | 4 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q4 2017 | 4 |
FIRST NATIONAL BANK SIOUX FALLS | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2015 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Paragon Capital Management LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q2 2013 | Q1 2014 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.18% | 0.29% | 0.39% | Q1 2022 | Q4 2022 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 4 |
SEI TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
WADE G W & INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q3 2015 | 3 |
PVG ASSET MANAGEMENT CORP | 3 | 3 | 0.18% | 0.40% | 0.82% | Q4 2017 | Q2 2018 | 3 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.09% | 0.15% | Q3 2022 | Q3 2023 | 3 |
SEARLE & CO. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2022 | 3 |
Formidable Asset Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q3 2015 | Q3 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Saltoro Capital, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
FORTEM FINANCIAL GROUP, LLC | 3 | 3 | 0.34% | 0.42% | 0.47% | Q4 2018 | Q2 2019 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
C Partners Holding GmbH | 3 | 3 | 0.08% | 0.12% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.23% | 0.31% | 0.36% | Q1 2015 | Q3 2015 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Brand Asset Management Group, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Cedar Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2016 | 3 |
DOLIVER ADVISORS, LP | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q4 2023 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.11% | 0.19% | 0.26% | Q4 2014 | Q2 2015 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.07% | 0.12% | 0.16% | Q1 2015 | Q3 2015 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Ellsworth Advisors, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q3 2022 | Q1 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q3 2014 | 3 |
HL FINANCIAL SERVICES LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2016 | 3 |
ANTIPODES PARTNERS Ltd | 3 | 3 | 0.24% | 1.56% | 2.48% | Q4 2016 | Q2 2017 | 3 |
Camarda Financial Advisors, LLC | 3 | 3 | 0.06% | 0.14% | 0.21% | Q4 2014 | Q2 2015 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.03% | 0.08% | 0.15% | Q3 2014 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
NFC Investments, LLC | 3 | 3 | 0.17% | 0.59% | 0.89% | Q3 2017 | Q1 2018 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Wolf Group Capital Advisors | 3 | 3 | 1.71% | 1.82% | 1.98% | Q2 2015 | Q4 2015 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Staton Financial Advisors, LLC | 3 | 3 | 2.43% | 2.85% | 3.08% | Q1 2015 | Q3 2015 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
SHELL ASSET MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Simmons Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 0.33% | 0.63% | 0.81% | Q3 2010 | Q1 2011 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q3 2014 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.46% | 0.61% | 0.85% | Q2 2022 | Q4 2022 | 3 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2017 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.22% | 0.25% | 0.29% | Q4 2014 | Q1 2015 | 2 |
Patten Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2016 | Q1 2017 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baillie Gifford | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
JS Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.17% | 0.31% | 0.44% | Q2 2014 | Q3 2014 | 2 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2014 | Q1 2015 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2016 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.34% | 0.37% | 0.40% | Q1 2011 | Q2 2011 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.15% | 0.20% | 0.24% | Q2 2022 | Q3 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.22% | 0.25% | 0.28% | Q2 2014 | Q3 2014 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.38% | 0.58% | 0.78% | Q2 2023 | Q3 2023 | 2 |
GAM SYSTEMATIC LLP | 2 | 2 | 0.12% | 0.15% | 0.18% | Q3 2015 | Q4 2015 | 2 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1 | 1 | 0.25% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.42% | 0.52% | 0.63% | Q2 2016 | Q3 2016 | 2 |
Corvid Peak Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 1.62% | 1.73% | 1.84% | Q2 2023 | Q3 2023 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Napier Park Global Capital (US) LP | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Rockwood Wealth Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Benefit Street Partners LLC | 2 | 2 | 0.13% | 0.20% | 0.27% | Q3 2020 | Q4 2020 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
HFG Advisors, Inc. | 2 | 2 | 0.24% | 0.33% | 0.42% | Q3 2022 | Q4 2022 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
CFS, LLC | 2 | 2 | 0.05% | 1.11% | 2.17% | Q2 2013 | Q3 2013 | 2 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
South Ferry Capital Management, L.P. | 1 | 1 | 4.44% | 4.44% | 4.44% | Q2 2015 | Q2 2015 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Green Owl Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RBF Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Trellus Management Company, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q1 2023 | Q1 2023 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Fund 1 Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Crestline Management, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2022 | Q2 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2019 | Q4 2019 | 1 |
Glovista Investments LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2019 | Q1 2019 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
F&V Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Walleye Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Olympiad Research LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
FolioMetrix LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2014 | Q4 2014 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Arlington Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2017 | Q2 2017 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DIFESA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2023 | Q2 2023 | 1 |
Elgethun Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Longbow Capital Partners, L.P. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2014 | Q3 2014 | 1 |
Aristides Capital LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Citizens Business Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ELCO Management Co., LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Stifel Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2019 | Q3 2019 | 1 |
Grassi Investment Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own ALLIANCE RES PARTNER L P or have owned ALLIANCE RES PARTNER L P in the past.