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 | 105 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 91 |
CITIGROUP INC | 31 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 76 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.12% | Q4 2015 | Q3 2023 | 76 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 75 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
TORONTO DOMINION BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 35 |
FIFTH THIRD BANCORP | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
Creative Planning | 22 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Cranbrook Wealth Management, LLC | 29 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
BANK OF MONTREAL /CAN/ | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
CULLEN/FROST BANKERS, INC. | 19 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
GLENMEDE TRUST CO NA | 21 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 29 |
Hudock, Inc. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Allworth Financial LP | 22 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 26 |
HUNTINGTON NATIONAL BANK | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2009 | Q3 2019 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2023 | 24 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 24 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 23 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q2 2023 | 23 |
Founders Capital Management | 13 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 22 |
DEUTSCHE BANK AG\ | 18 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Bank of New York Mellon Corp | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.05% | 0.22% | Q4 2014 | Q3 2019 | 20 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 19 |
AlphaMark Advisors, LLC | 12 | 1 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2022 | 19 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 18 |
SAGE FINANCIAL GROUP INC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q2 2019 | 18 |
Spot Trading L.L.C | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 18 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 18 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Smithfield Trust Co | 11 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
Raymond James Financial Services Advisors, Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2020 | 18 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 17 |
Texas Yale Capital Corp. | 10 | 7 | 0.01% | 0.06% | 0.20% | Q1 2014 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 17 |
Evercore Wealth Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2017 | 17 |
JPMORGAN CHASE & CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 17 |
Winslow, Evans & Crocker, Inc. | 12 | 5 | 0.00% | 0.06% | 0.23% | Q4 2013 | Q2 2019 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
D.A. DAVIDSON & CO. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 17 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2020 | 17 |
RAYMOND JAMES & ASSOCIATES | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 16 |
Lido Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 9 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2022 | 16 |
AMG National Trust Bank | 16 | 16 | 0.03% | 0.32% | 0.66% | Q2 2013 | Q1 2017 | 16 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 7 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2020 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 15 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 15 |
Old West Investment Management, LLC | 15 | 15 | 0.17% | 0.47% | 1.01% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 15 |
Alpha Omega Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2016 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 3 | 0.02% | 0.11% | 0.18% | Q2 2013 | Q4 2016 | 14 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.00% | 0.10% | 0.42% | Q2 2013 | Q1 2019 | 14 |
BlackRock Institutional Trust Company, N.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 14 |
Invesco Ltd. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 7 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q1 2019 | 14 |
Archer Investment Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PEAK6 Group LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2014 | 14 |
MOTCO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Greylin Investment Management, Inc | 14 | 14 | 0.04% | 0.07% | 0.11% | Q4 2015 | Q1 2019 | 14 |
BESSEMER GROUP INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
Gradient Investments LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 13 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2022 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 13 |
WealthTrust Fairport, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
PEOPLES FINANCIAL SERVICES CORP. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 12 |
Financial Management Professionals, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 12 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 11 |
Clearstead Trust, LLC | 6 | 5 | 0.00% | 0.06% | 0.19% | Q4 2016 | Q3 2019 | 11 |
AMERIPRISE FINANCIAL INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 11 |
BOWEN HANES & CO INC | 11 | 11 | 0.10% | 0.36% | 0.52% | Q2 2013 | Q4 2015 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2020 | 11 |
FineMark National Bank & Trust | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
Transamerica Financial Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
GUGGENHEIM CAPITAL LLC | 10 | 10 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
BIRINYI ASSOCIATES INC | 8 | 2 | 0.07% | 0.21% | 0.32% | Q3 2013 | Q4 2022 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Capital Analysts, LLC | 9 | 1 | 0.00% | 0.07% | 0.13% | Q4 2012 | Q3 2015 | 10 |
Perigon Wealth Management, LLC | 6 | 4 | 0.00% | 0.43% | 1.13% | Q2 2014 | Q1 2017 | 10 |
Bell Bank | 10 | 10 | 0.28% | 0.48% | 0.66% | Q2 2013 | Q3 2015 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2015 | 10 |
COMMERCE BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2015 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2015 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 10 |
Certified Advisory Corp | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
First Allied Advisory Services, Inc. | 5 | 4 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 9 |
Segment Wealth Management, LLC | 9 | 9 | 0.13% | 0.34% | 0.59% | Q2 2013 | Q2 2015 | 9 |
VALLEY NATIONAL ADVISERS INC | 5 | 4 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 9 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 9 |
Ameritas Investment Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Aviance Capital Partners, LLC | 9 | 9 | 0.11% | 0.18% | 0.26% | Q2 2013 | Q2 2015 | 9 |
Joel Isaacson & Co., LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q2 2016 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 0.02% | 0.10% | 0.16% | Q4 2013 | Q4 2015 | 9 |
Krilogy Financial LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 9 |
Advisory Services Network, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
GOODWIN DANIEL L | 7 | 2 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2015 | 9 |
NORTHERN TRUST CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 9 |
DONALDSON CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.05% | 0.20% | 0.30% | Q3 2010 | Q2 2013 | 9 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 9 | 9 | 1.50% | 3.34% | 4.66% | Q2 2013 | Q2 2015 | 9 |
UMB Bank, n.a. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 9 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 9 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.03% | Q3 2021 | Q3 2023 | 8 |
STIFEL FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 8 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 8 |
ALPS ADVISORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Schonfeld Strategic Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
NATIONAL PLANNING CORP | 8 | 8 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2015 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fruth Investment Management | 8 | 8 | 0.09% | 0.16% | 0.22% | Q2 2013 | Q1 2015 | 8 |
Welch Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Family Capital Trust Co | 8 | 8 | 0.07% | 0.15% | 0.20% | Q2 2013 | Q1 2015 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q4 2016 | 8 |
Advocacy Wealth Management Services, LLC | 6 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 8 |
Investors Capital Advisory Services | 7 | 7 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q4 2014 | 7 |
DEERE & CO | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 7 |
Advisors Capital Management, LLC | 7 | 7 | 0.69% | 1.06% | 1.57% | Q2 2013 | Q4 2014 | 7 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
FRONTIER INVESTMENT MGMT CO | 7 | 7 | 0.08% | 0.11% | 0.14% | Q2 2016 | Q4 2017 | 7 |
First Financial Bank - Trust Division | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q3 2014 | 7 |
DAVENPORT & Co LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2015 | 7 |
Selective Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
VERTEX ONE ASSET MANAGEMENT INC. | 6 | 1 | 0.39% | 2.47% | 4.16% | Q3 2013 | Q4 2016 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 7 |
CG Asset Management LLC | 7 | 7 | 0.08% | 0.16% | 0.23% | Q4 2013 | Q2 2015 | 7 |
FOUNDATION RESOURCE MANAGEMENT INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Formidable Asset Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 7 |
WESTPAC BANKING CORP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Whitnell & Co. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q3 2014 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2022 | 7 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
OPPENHEIMER & CO INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 7 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 6 |
Joseph P. Lucia & Associates, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2020 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2014 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Narwhal Capital Management | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 6 |
MONROE BANK & TRUST/MI | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 6 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2012 | Q4 2013 | 6 |
Quantitative Investment Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 6 |
RATIONAL ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2011 | Q3 2012 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 6 |
Brandywine Global Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2016 | 6 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 6 |
Weaver C. Barksdale & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
FIRST FINANCIAL CORP /IN/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
StoneX Group Inc. | 6 | 6 | 0.02% | 0.13% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Trust Investment Advisors | 6 | 6 | 0.35% | 0.46% | 0.62% | Q1 2014 | Q2 2015 | 6 |
Parkside Financial Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
CoreCommodity Management, LLC | 3 | 2 | 0.10% | 0.19% | 0.31% | Q3 2015 | Q2 2019 | 5 |
KANALY TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Quantbot Technologies LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Financial Architects, Inc | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Acrospire Investment Management LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q2 2017 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q3 2018 | 5 |
Concorde Asset Management, LLC | 3 | 2 | 0.25% | 0.34% | 0.42% | Q1 2015 | Q2 2016 | 5 |
NOESIS CAPITAL MANGEMENT CORP | 5 | 5 | 0.17% | 0.26% | 0.40% | Q2 2014 | Q2 2015 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
MARCO INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2014 | 5 |
Janney Montgomery Scott LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2014 | 5 |
Capital Investment Advisors, LLC | 4 | 1 | 0.69% | 0.90% | 1.06% | Q4 2013 | Q1 2015 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.69% | 0.94% | Q2 2013 | Q2 2014 | 5 |
Shoker Investment Counsel, Inc. | 4 | 4 | 0.35% | 0.48% | 0.56% | Q4 2014 | Q3 2015 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.11% | 0.14% | 0.19% | Q2 2013 | Q1 2014 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.10% | 0.14% | 0.19% | Q1 2014 | Q4 2014 | 4 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 4 |
Caption Management, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2018 | 4 |
WESPAC Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q4 2013 | Q4 2014 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q3 2018 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.16% | 0.27% | 0.35% | Q4 2013 | Q3 2014 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Curbstone Financial Management Corp | 4 | 4 | 0.11% | 0.16% | 0.21% | Q3 2018 | Q2 2019 | 4 |
Verition Fund Management LLC | 4 | 4 | 0.08% | 0.25% | 0.52% | Q2 2015 | Q1 2016 | 4 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2017 | 4 |
RR Advisors, LLC | 4 | 4 | 0.19% | 0.28% | 0.51% | Q2 2016 | Q1 2017 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
State of Wyoming | 4 | 4 | 0.01% | 0.04% | 0.10% | Q1 2022 | Q4 2022 | 4 |
Ledyard National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
United Asset Strategies, Inc. | 3 | 1 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q2 2019 | 4 |
Wellington Shields & Co., LLC | 2 | 1 | 0.01% | 0.10% | 0.14% | Q2 2013 | Q2 2018 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Rezny Wealth Management, Inc. | 4 | 4 | 0.00% | 0.71% | 1.05% | Q1 2015 | Q4 2015 | 4 |
TUCKER ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.07% | 0.08% | 0.12% | Q4 2010 | Q1 2012 | 4 |
Meridian Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2021 | 3 |
EASTERN BANK | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HBK INVESTMENTS L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.05% | 0.15% | Q2 2014 | Q1 2018 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 3 |
Russell Investments Group, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 3 |
AMP Capital Investors Ltd | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.03% | 0.05% | 0.05% | Q1 2013 | Q3 2013 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
683 Capital Management, LLC | 2 | 1 | 0.15% | 1.42% | 3.47% | Q1 2015 | Q1 2019 | 3 |
Parasol Investment Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.01% | 0.11% | 0.29% | Q2 2013 | Q2 2013 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q4 2017 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.02% | 0.29% | 0.81% | Q4 2018 | Q1 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 3 |
Windsor Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2015 | 3 |
Bridgecreek Investment Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 3 |
F&V Capital Management, LLC | 2 | 1 | 0.15% | 0.19% | 0.24% | Q2 2013 | Q2 2014 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.00% | 0.32% | 0.93% | Q2 2013 | Q4 2013 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 2 |
Gotham Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2020 | 2 |
MANGROVE PARTNERS IM, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q3 2017 | Q4 2017 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 2 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.09% | 0.25% | 0.40% | Q1 2014 | Q3 2018 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q1 2015 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Green Owl Capital Management, LLC | 1 | 1 | 0.42% | 0.54% | 0.66% | Q1 2016 | Q1 2016 | 2 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2017 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 2 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
COWEN INC. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2013 | Q1 2019 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2015 | Q1 2016 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 2 |
RAND WEALTH, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brookstone Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2014 | Q2 2014 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Newtyn Management, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2015 | Q3 2015 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Anandar Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Lombard Odier & Cie (Canada), Limited Partnership | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2016 | Q1 2016 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Jenkins Wealth | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OFI Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q1 2012 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
First PREMIER Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2016 | Q2 2016 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2014 | Q4 2014 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2014 | Q1 2014 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JT Stratford LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
GLG Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2016 | Q4 2016 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2012 | Q3 2012 | 1 |
Geduld E E | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2015 | Q1 2015 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
KGH Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own BP PRUDHOE BAY RTY TR or have owned BP PRUDHOE BAY RTY TR in the past.