Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 52 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 51 |
D. E. Shaw & Co., Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 27 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 26 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 26 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 22 |
BALDWIN BROTHERS LLC/MA | 21 | 21 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 21 |
DnB Asset Management AS | 21 | 21 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2023 | 21 |
First Horizon Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Focused Wealth Management, Inc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
VAN ECK ASSOCIATES CORP | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Muzinich & Co., Inc. | 20 | 20 | 1.18% | 2.30% | 4.83% | Q4 2018 | Q3 2023 | 20 |
THORNBURG INVESTMENT MANAGEMENT INC | 20 | 20 | 0.47% | 0.71% | 1.27% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
MCKINLEY CAPITAL MANAGEMENT LLC | 20 | 20 | 0.07% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
LSV ASSET MANAGEMENT | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Legal & General Group Plc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Camelot Portfolios, LLC | 20 | 20 | 0.58% | 1.21% | 1.83% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Cubic Asset Management, LLC | 20 | 20 | 0.08% | 0.21% | 0.34% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Apollo Management Holdings, L.P. | 20 | 20 | 0.15% | 0.30% | 0.57% | Q4 2018 | Q3 2023 | 20 |
Highlander Capital Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TWO SIGMA ADVISERS, LP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
GUGGENHEIM CAPITAL LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 19 |
JPMORGAN CHASE & CO | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
MERIDIAN INVESTMENT COUNSEL INC. | 19 | 19 | 0.24% | 0.35% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Kistler-Tiffany Companies, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Founders Capital Management | 13 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2023 | 19 |
Cambridge Investment Research Advisors, Inc. | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Tower Research Capital LLC (TRC) | 11 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 11 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.17% | 0.41% | 0.88% | Q2 2019 | Q3 2023 | 18 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
AE Wealth Management LLC | 14 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
B. Riley Wealth Advisors, Inc. | 10 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 17 |
NORTHERN TRUST CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
HighTower Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Citizens Business Bank | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 17 |
MACKENZIE FINANCIAL CORP | 11 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
CENTAURUS FINANCIAL, INC. | 17 | 17 | 0.02% | 0.04% | 0.18% | Q1 2019 | Q1 2023 | 17 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Sequoia Financial Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 16 |
Advisors Asset Management, Inc. | 14 | 2 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 16 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
Global Wealth Management Investment Advisory, Inc. | 15 | 15 | 0.01% | 0.09% | 0.17% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
GROUP ONE TRADING, L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 15 |
Arkadios Wealth Advisors | 12 | 2 | 0.00% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 14 | 14 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q4 2021 | 13 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 8 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 13 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 13 |
CITIGROUP INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Claybrook Capital, LLC | 9 | 4 | 0.11% | 0.24% | 0.35% | Q2 2020 | Q3 2023 | 13 |
HBC Financial Services, PLLC | 12 | 12 | 0.00% | 0.96% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
IHT Wealth Management, LLC | 11 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q1 2022 | 12 |
CONDOR CAPITAL MANAGEMENT | 12 | 12 | 0.05% | 0.17% | 0.39% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 12 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 11 |
PANAGORA ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
Clear Harbor Asset Management, LLC | 10 | 1 | 0.05% | 0.33% | 0.61% | Q2 2020 | Q2 2023 | 11 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2021 | 11 |
Asset Dedication, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Neuberger Berman Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 10 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 10 |
Northeast Financial Consultants Inc | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
SG Americas Securities, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Raymond James Financial Services Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 10 |
Schonfeld Strategic Advisors LLC | 6 | 4 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q2 2023 | 10 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 10 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Barnett & Company, Inc. | 10 | 10 | 0.04% | 0.07% | 0.15% | Q1 2019 | Q2 2021 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 10 |
WOLFF WIESE MAGANA LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.05% | 0.14% | 0.28% | Q4 2018 | Q4 2020 | 9 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q1 2023 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Parallel Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Ausdal Financial Partners, Inc. | 8 | 8 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q4 2021 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
FNY Investment Advisers, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 8 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.10% | 0.23% | Q3 2019 | Q2 2022 | 8 |
RESOURCE AMERICA, INC. | 8 | 8 | 0.81% | 1.48% | 2.45% | Q4 2018 | Q3 2020 | 8 |
Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
First Allied Advisory Services, Inc. | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q3 2020 | 8 |
Diligent Investors, LLC | 8 | 8 | 0.07% | 0.12% | 0.15% | Q4 2018 | Q3 2020 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
TCI Wealth Advisors, Inc. | 6 | 2 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 8 |
Hennion & Walsh Asset Management, Inc. | 8 | 8 | 0.02% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 8 |
Wambolt & Associates, LLC | 8 | 8 | 0.35% | 0.63% | 0.79% | Q4 2018 | Q3 2020 | 8 |
Fortitude Advisory Group L.L.C. | 7 | 7 | 0.01% | 0.17% | 0.29% | Q4 2021 | Q2 2023 | 8 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
ADVISORY RESEARCH INC | 7 | 7 | 0.04% | 0.07% | 0.13% | Q4 2018 | Q2 2020 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Snowden Capital Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
Arete Wealth Advisors, LLC | 5 | 2 | 0.29% | 0.49% | 0.94% | Q4 2021 | Q3 2023 | 7 |
RDA Financial Network | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2020 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
SHELTON CAPITAL MANAGEMENT | 7 | 7 | 0.01% | 0.04% | 0.16% | Q4 2018 | Q2 2020 | 7 |
Stelac Advisory Services LLC | 3 | 1 | 0.03% | 0.07% | 0.12% | Q2 2019 | Q2 2021 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Benefit Street Partners LLC | 6 | 6 | 0.12% | 0.33% | 0.52% | Q3 2020 | Q4 2021 | 6 |
Aperio Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 6 |
Trexquant Investment LP | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2023 | 6 |
BANK OF MONTREAL /CAN/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 6 |
Valeo Financial Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 6 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 6 |
SEI INVESTMENTS CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q1 2023 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Relative Value Partners Group, LLC | 4 | 2 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 6 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 6 | 0.04% | 0.08% | 0.10% | Q4 2018 | Q1 2020 | 6 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Bank Pictet & Cie (Europe) AG | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2020 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 5 | 0.04% | 0.06% | 0.10% | Q1 2020 | Q1 2021 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.30% | 0.32% | 0.34% | Q4 2018 | Q4 2019 | 5 |
M Holdings Securities, Inc. | 5 | 5 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
EASTERLY INVESTMENT PARTNERS LLC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q1 2020 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Northern Right Capital Management, L.P. | 5 | 5 | 2.19% | 2.42% | 2.74% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
ARES MANAGEMENT LLC | 5 | 5 | 0.43% | 0.78% | 1.37% | Q4 2018 | Q4 2019 | 5 |
Cubist Systematic Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 5 |
Hudson Portfolio Management LLC | 5 | 5 | 0.17% | 0.19% | 0.22% | Q1 2021 | Q1 2022 | 5 |
FULLER & THALER ASSET MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.13% | 0.31% | Q4 2018 | Q4 2019 | 5 |
DC Investments Management, LLC | 5 | 5 | 0.05% | 0.19% | 0.40% | Q2 2019 | Q2 2020 | 5 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
PEAK FINANCIAL ADVISORS LLC | 5 | 5 | 0.12% | 0.13% | 0.17% | Q1 2021 | Q1 2022 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
TELEMUS CAPITAL, LLC | 5 | 5 | 0.45% | 0.69% | 0.81% | Q4 2018 | Q4 2019 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
RATIONAL ADVISORS LLC | 4 | 4 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q3 2019 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
NISA INVESTMENT ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Cumberland Partners Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Coastal Bridge Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q2 2020 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.19% | 0.24% | 0.30% | Q4 2021 | Q3 2022 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Biltmore Capital Advisors LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q4 2021 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2021 | 4 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Essex Financial Services, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CIBC WORLD MARKET INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.08% | 0.12% | 0.21% | Q1 2019 | Q1 2021 | 4 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Proficio Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.43% | 0.45% | 0.48% | Q1 2019 | Q3 2019 | 3 |
SANDLER CAPITAL MANAGEMENT | 3 | 3 | 0.59% | 0.74% | 0.98% | Q2 2020 | Q4 2020 | 3 |
NTB Financial Corp | 3 | 3 | 0.47% | 0.48% | 0.51% | Q4 2021 | Q2 2022 | 3 |
Covestor Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
PVG ASSET MANAGEMENT CORP | 3 | 3 | 0.56% | 1.34% | 2.23% | Q4 2018 | Q2 2019 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
SALZHAUER MICHAEL | 3 | 3 | 0.26% | 0.27% | 0.28% | Q4 2018 | Q2 2019 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
abrdn plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 3 |
FINANCIAL COUNSELORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.31% | 0.43% | 0.67% | Q2 2019 | Q4 2019 | 3 |
Callodine Capital Management, LP | 3 | 3 | 1.86% | 2.14% | 2.70% | Q4 2018 | Q2 2019 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 3 |
Summit Global Investments | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q2 2019 | 3 |
Eudaimonia Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 3 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 3 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
Round Table Services, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q2 2020 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Gillson Capital LP | 2 | 2 | 0.40% | 0.42% | 0.45% | Q4 2018 | Q1 2019 | 2 |
ProShare Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
FJ Capital Management LLC | 2 | 2 | 0.06% | 0.14% | 0.22% | Q1 2019 | Q2 2019 | 2 |
Pinz Capital Management, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.63% | 0.65% | 0.68% | Q4 2022 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q4 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
DigitalBridge Group, Inc. | 2 | 2 | 0.07% | 0.12% | 0.16% | Q3 2021 | Q4 2021 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.11% | 0.12% | 0.14% | Q2 2019 | Q4 2019 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Bulldog Investors, LLP | 2 | 2 | 0.27% | 0.34% | 0.40% | Q2 2019 | Q3 2019 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2021 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Sierra Capital LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2021 | Q3 2021 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.04% | 0.11% | 0.19% | Q2 2023 | Q3 2023 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Jenkins Wealth | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2018 | Q4 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Graypoint LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hound Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Shulman DeMeo Asset Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2020 | Q1 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own APOLLO INVT CORP or have owned APOLLO INVT CORP in the past.