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 | 110 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 83 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 80 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 77 |
Cutler Group LLC / CA | 19 | 1 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q1 2023 | 60 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.01% | 0.01% | Q1 2009 | Q3 2023 | 56 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 50 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.06% | Q1 2012 | Q3 2023 | 48 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.05% | Q4 2012 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.69% | 1.67% | 2.62% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.05% | 0.30% | 0.59% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 0.42% | 0.82% | 1.16% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 37 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 18 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
BLAIR WILLIAM & CO/IL | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
BARD ASSOCIATES INC | 39 | 39 | 0.14% | 0.54% | 1.12% | Q2 2013 | Q4 2022 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 38 |
OPPENHEIMER & CO INC | 38 | 38 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2022 | 38 |
M&R CAPITAL MANAGEMENT INC | 38 | 38 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2022 | 38 |
ING GROEP NV | 20 | 2 | 0.01% | 0.59% | 1.95% | Q1 2013 | Q3 2023 | 38 |
STOCK YARDS BANK & TRUST CO | 37 | 37 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q4 2022 | 37 |
FMR LLC | 29 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 37 |
Carnegie Capital Asset Management, LLC | 29 | 8 | 0.01% | 0.49% | 1.35% | Q2 2013 | Q3 2023 | 37 |
NICHOLAS COMPANY, INC. | 36 | 36 | 0.00% | 0.07% | 0.20% | Q4 2014 | Q3 2023 | 36 |
DEUTSCHE BANK AG\ | 26 | 10 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2022 | 36 |
Glenview Trust Co | 14 | 1 | 0.01% | 0.04% | 0.09% | Q4 2008 | Q3 2023 | 35 |
1832 Asset Management L.P. | 35 | 35 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q2 2023 | 35 |
Bank of New York Mellon Corp | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
US BANCORP \DE\ | 34 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 35 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 35 |
Private Advisor Group, LLC | 24 | 10 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2022 | 34 |
AMERIPRISE FINANCIAL INC | 27 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 34 |
BANK OF MONTREAL /CAN/ | 26 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.08% | 0.67% | 1.31% | Q4 2013 | Q1 2022 | 34 |
Stratos Wealth Partners, LTD. | 33 | 1 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 34 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 1 | 0.02% | 0.10% | 0.17% | Q4 2012 | Q1 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
CREDIT SUISSE AG/ | 19 | 3 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q3 2022 | 32 |
Barnett & Company, Inc. | 31 | 31 | 0.51% | 1.40% | 2.06% | Q2 2013 | Q4 2020 | 31 |
PEAK6 Group LLC | 8 | 2 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q2 2018 | 31 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
SEI INVESTMENTS CO | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Parallax Volatility Advisers, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 28 |
Plante Moran Financial Advisors, LLC | 20 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2022 | 28 |
Overbrook Management Corp | 28 | 28 | 0.48% | 5.12% | 7.42% | Q2 2013 | Q1 2020 | 28 |
Avenir Corp | 28 | 28 | 0.18% | 0.44% | 0.64% | Q2 2013 | Q1 2020 | 28 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 14 | 0.02% | 0.08% | 0.15% | Q1 2015 | Q3 2023 | 28 |
Invesco Ltd. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 28 |
WEDBUSH SECURITIES INC | 17 | 11 | 0.02% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 28 |
Advisors Capital Management, LLC | 27 | 27 | 0.14% | 0.31% | 0.60% | Q2 2013 | Q4 2019 | 27 |
BAHL & GAYNOR INC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Cannell & Co. | 27 | 27 | 0.01% | 1.02% | 3.08% | Q2 2013 | Q4 2019 | 27 |
CRAWFORD INVESTMENT COUNSEL INC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Azimuth Capital Management LLC | 27 | 27 | 0.09% | 0.20% | 0.30% | Q4 2013 | Q2 2020 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
FIRST MANHATTAN CO. LLC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Renaissance Technologies | 17 | 9 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 26 |
NORTHERN TRUST CORP | 11 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.02% | 0.09% | 0.39% | Q2 2013 | Q3 2019 | 26 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 26 |
Hollow Brook Wealth Management LLC | 26 | 26 | 1.87% | 5.84% | 9.32% | Q2 2013 | Q3 2019 | 26 |
GSA CAPITAL PARTNERS LLP | 19 | 1 | 0.03% | 0.09% | 0.27% | Q2 2013 | Q2 2021 | 26 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 21 | 5 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 26 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 26 |
North Star Investment Management Corp. | 13 | 13 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2022 | 26 |
BNP PARIBAS FINANCIAL MARKETS | 13 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 26 |
Clearstead Trust, LLC | 14 | 1 | 0.00% | 0.51% | 1.31% | Q4 2016 | Q3 2023 | 25 |
HighTower Advisors, LLC | 18 | 7 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 25 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 25 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
Capital Research Global Investors | 24 | 24 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q4 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
PRIVATE TRUST CO NA | 17 | 7 | 0.00% | 0.10% | 0.16% | Q1 2013 | Q1 2019 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2019 | 24 |
CI INVESTMENTS INC. | 24 | 24 | 0.00% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.26% | 0.40% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Gs Investments, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
Allianz Asset Management GmbH | 19 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 23 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 23 |
Belpointe Asset Management LLC | 23 | 23 | 0.01% | 0.06% | 0.13% | Q3 2017 | Q1 2023 | 23 |
HL FINANCIAL SERVICES LLC | 20 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 23 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 23 |
Brookstone Capital Management | 21 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q4 2021 | 23 |
GenWealth Group, Inc. | 12 | 11 | 0.07% | 0.14% | 0.31% | Q2 2017 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 22 |
MAI Capital Management | 16 | 6 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 22 |
Trafelet Capital Management, L.P. | 22 | 22 | 3.58% | 13.81% | 24.77% | Q2 2013 | Q3 2018 | 22 |
Segment Wealth Management, LLC | 22 | 22 | 0.10% | 0.18% | 0.22% | Q2 2013 | Q3 2018 | 22 |
BlackRock Inc. | 15 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 22 |
HALL LAURIE J TRUSTEE | 13 | 9 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 21 |
PECAUT & CO. | 21 | 21 | 0.22% | 0.32% | 0.39% | Q4 2013 | Q4 2018 | 21 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 21 |
STATE OF WISCONSIN INVESTMENT BOARD | 21 | 21 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 21 | 21 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 21 |
NAPLES GLOBAL ADVISORS, LLC | 21 | 21 | 0.03% | 0.24% | 0.40% | Q1 2016 | Q1 2021 | 21 |
Chesley Taft & Associates LLC | 21 | 21 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2018 | 21 |
WHITTIER TRUST CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MCKINLEY CAPITAL MANAGEMENT LLC | 21 | 21 | 0.02% | 0.07% | 0.13% | Q3 2014 | Q3 2019 | 21 |
Aureus Asset Management, LLC | 21 | 21 | 1.52% | 2.24% | 2.68% | Q2 2013 | Q2 2018 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
OLD NATIONAL BANCORP /IN/ | 20 | 20 | 0.01% | 0.06% | 0.08% | Q3 2015 | Q2 2020 | 20 |
AlphaMark Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Willingdon Wealth Management | 20 | 20 | 0.00% | 0.33% | 1.04% | Q2 2015 | Q1 2020 | 20 |
Clearstead Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.10% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 20 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 12 | 8 | 0.14% | 0.19% | 0.26% | Q4 2015 | Q4 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 19 |
Sequoia Financial Advisors, LLC | 11 | 2 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 19 |
Waratah Capital Advisors Ltd. | 14 | 14 | 0.04% | 1.62% | 6.46% | Q2 2020 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 19 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
NATIXIS | 15 | 4 | 0.01% | 0.21% | 0.71% | Q4 2018 | Q3 2023 | 19 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 18 |
MSD Partners, L.P. | 18 | 18 | 1.12% | 6.46% | 10.79% | Q2 2013 | Q3 2017 | 18 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 9 | 3 | 0.42% | 0.65% | 0.82% | Q3 2013 | Q2 2018 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
BOENNING & SCATTERGOOD, INC. | 11 | 7 | 0.06% | 0.10% | 0.17% | Q2 2018 | Q4 2022 | 18 |
Mondrian Investment Partners LTD | 18 | 18 | 0.00% | 0.11% | 0.16% | Q3 2015 | Q4 2019 | 18 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.06% | 0.24% | 0.97% | Q4 2014 | Q4 2021 | 18 |
SOLARIS ASSET MANAGEMENT LLC | 17 | 17 | 0.04% | 0.11% | 0.20% | Q4 2013 | Q4 2017 | 17 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 17 |
MOTCO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 17 |
RBF Capital, LLC | 17 | 17 | 0.03% | 0.06% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Larson Financial Group LLC | 14 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
S.A. Mason LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Uniplan Investment Counsel, Inc. | 16 | 16 | 0.12% | 0.26% | 0.44% | Q2 2015 | Q1 2019 | 16 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Sheaff Brock Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q4 2019 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.01% | 0.07% | 0.14% | Q4 2017 | Q3 2021 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.32% | 0.76% | 1.36% | Q4 2019 | Q3 2023 | 16 |
WEXFORD CAPITAL LP | 8 | 1 | 0.08% | 0.51% | 1.47% | Q1 2014 | Q2 2019 | 16 |
PUTNAM INVESTMENTS LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2021 | 16 |
GUGGENHEIM CAPITAL LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SHEETS SMITH WEALTH MANAGEMENT | 15 | 1 | 0.07% | 0.15% | 0.34% | Q2 2014 | Q4 2019 | 16 |
FRIESS ASSOCIATES LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Mercer Capital Advisers, Inc. | 15 | 15 | 0.02% | 0.05% | 0.06% | Q4 2014 | Q2 2018 | 15 |
Marcum Wealth, LLC | 15 | 15 | 0.05% | 0.11% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Burgundy Asset Management Ltd. | 15 | 15 | 0.35% | 0.51% | 0.66% | Q4 2018 | Q2 2022 | 15 |
Northeast Financial Consultants Inc | 15 | 15 | 0.05% | 0.18% | 0.38% | Q1 2019 | Q3 2022 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 15 |
River Road Asset Management, LLC | 15 | 15 | 0.16% | 0.56% | 0.82% | Q3 2016 | Q1 2020 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Ledyard National Bank | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
AMERICAN CENTURY COMPANIES INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 15 |
EAGLE ASSET MANAGEMENT INC | 9 | 5 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q1 2020 | 14 |
Columbia Asset Management | 7 | 1 | 0.03% | 0.09% | 0.17% | Q4 2013 | Q1 2019 | 14 |
REGIONS FINANCIAL CORP | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 14 |
DEERE & CO | 14 | 14 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2016 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.12% | 0.15% | 0.20% | Q2 2013 | Q3 2016 | 14 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
K.J. Harrison & Partners Inc | 10 | 1 | 0.22% | 0.36% | 0.58% | Q4 2015 | Q1 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q3 2016 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
York Capital Management Global Advisors, LLC | 14 | 14 | 0.01% | 5.24% | 13.38% | Q2 2020 | Q3 2023 | 14 |
AMG Funds LLC | 14 | 14 | 0.74% | 0.93% | 1.11% | Q3 2016 | Q4 2019 | 14 |
Edge Wealth Management LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2021 | 14 |
Independent Advisor Alliance | 12 | 2 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q1 2021 | 14 |
Epoch Investment Partners, Inc. | 13 | 13 | 0.06% | 0.09% | 0.12% | Q1 2016 | Q1 2019 | 13 |
FIDUCIARY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2019 | 13 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 1.02% | 1.32% | 1.76% | Q4 2018 | Q4 2021 | 13 |
JANUS HENDERSON GROUP PLC | 13 | 13 | 0.02% | 0.09% | 0.14% | Q2 2017 | Q2 2020 | 13 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.05% | 0.20% | Q3 2016 | Q3 2021 | 13 |
Aveo Capital Partners, LLC | 13 | 13 | 0.07% | 0.12% | 0.16% | Q4 2016 | Q4 2019 | 13 |
InterOcean Capital, LLC | 9 | 4 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q4 2019 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 13 |
EVERETT HARRIS & CO /CA/ | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.02% | 0.06% | 0.08% | Q4 2013 | Q2 2020 | 13 |
JFS WEALTH ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Venture Visionary Partners LLC | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Centerbridge Partners | 9 | 9 | 0.80% | 6.71% | 13.94% | Q3 2021 | Q3 2023 | 13 |
MSI Financial Services Inc | 7 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.24% | 0.28% | 0.43% | Q4 2020 | Q3 2023 | 12 |
ZEVIN ASSET MANAGEMENT LLC | 9 | 3 | 0.08% | 0.16% | 0.25% | Q3 2016 | Q4 2019 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
QS Investors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2019 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 3 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q4 2020 | 12 |
Pinnacle Wealth Planning Services, Inc. | 12 | 12 | 0.04% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Asset Planning Services, Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET ADVISORS GROUP, LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q1 2021 | 12 |
Pflug Koory, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 12 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 12 |
Sutton Wealth Advisors Inc. | 12 | 12 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q1 2020 | 12 |
Parallel Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 12 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 12 | 12 | 0.16% | 0.19% | 0.22% | Q1 2014 | Q4 2016 | 12 |
Rockefeller Capital Management L.P. | 6 | 1 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q1 2023 | 12 |
Edge Capital Group, LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 12 |
Financial Architects, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
Aurora Investment Counsel | 11 | 1 | 0.68% | 1.13% | 1.42% | Q4 2017 | Q3 2023 | 12 |
Intrinsic Edge Capital Management LLC | 5 | 3 | 0.28% | 1.04% | 2.94% | Q4 2018 | Q2 2023 | 12 |
SIGNATUREFD, LLC | 11 | 11 | 0.05% | 0.08% | 0.12% | Q2 2014 | Q4 2016 | 11 |
OppenheimerFunds, Inc. | 11 | 11 | 0.02% | 0.15% | 0.19% | Q3 2016 | Q1 2019 | 11 |
Certified Advisory Corp | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 11 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 9 | 2 | 0.05% | 0.10% | 0.17% | Q2 2013 | Q4 2019 | 11 |
BB&T SECURITIES, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2019 | 11 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 11 |
Caption Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.18% | Q2 2020 | Q3 2023 | 11 |
CI Global Investments Inc. | 11 | 11 | 0.06% | 0.52% | 0.91% | Q1 2015 | Q3 2017 | 11 |
Wealthcare Advisory Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 11 |
Versant Capital Management, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Ruggie Capital Group | 9 | 1 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q4 2018 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q1 2015 | 11 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.10% | 0.35% | Q4 2014 | Q3 2022 | 10 |
TDAM USA INC. | 10 | 10 | 0.05% | 0.06% | 0.08% | Q3 2016 | Q4 2018 | 10 |
Gleason Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Geneva Advisors, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2019 | 10 |
STRS OHIO | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Sonic Fund II, L.P. | 10 | 10 | 0.50% | 3.31% | 4.86% | Q2 2020 | Q3 2022 | 10 |
Virtu Financial LLC | 8 | 1 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2022 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 10 |
FIRSTMERIT BANK N A TRUSTEE | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2016 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
WESTWOOD HOLDINGS GROUP INC | 10 | 10 | 0.01% | 0.21% | 0.35% | Q1 2016 | Q2 2018 | 10 |
WFG Advisors, LP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Lido Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
GOODWIN DANIEL L | 10 | 10 | 0.13% | 0.16% | 0.23% | Q1 2020 | Q2 2022 | 10 |
SIMON QUICK ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 9 |
Perkins Investment Management, LLC | 9 | 9 | 0.30% | 0.71% | 1.14% | Q1 2015 | Q1 2017 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2022 | 9 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 2 | 0.01% | 0.22% | 0.44% | Q3 2013 | Q4 2016 | 9 |
PALISADE CAPITAL MANAGEMENT, LP | 9 | 9 | 0.02% | 0.08% | 0.17% | Q2 2016 | Q2 2018 | 9 |
Akaris Global Partners, LP | 9 | 9 | 1.10% | 7.38% | 14.37% | Q3 2020 | Q3 2022 | 9 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2019 | 9 |
OSTERWEIS CAPITAL MANAGEMENT INC | 9 | 9 | 0.59% | 1.65% | 2.14% | Q2 2016 | Q2 2018 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2021 | 9 |
VALLEY NATIONAL ADVISERS INC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 9 |
Chescapmanager LLC | 9 | 9 | 0.48% | 1.85% | 3.25% | Q4 2020 | Q4 2022 | 9 |
OPTIMUM INVESTMENT ADVISORS | 9 | 9 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q1 2020 | 9 |
FINANCIAL COUNSELORS INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Marshall Wace North America L.P. | 6 | 3 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q1 2020 | 9 |
Sandy Spring Bank | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 9 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q1 2017 | 8 |
PWMCO, LLC | 8 | 8 | 1.00% | 1.75% | 2.00% | Q2 2018 | Q1 2020 | 8 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 5 | 3 | 0.04% | 0.11% | 0.27% | Q2 2020 | Q3 2023 | 8 |
SCOTIA CAPITAL INC. | 6 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MILLER VALUE PARTNERS, LLC | 8 | 8 | 0.11% | 0.21% | 0.33% | Q4 2018 | Q3 2020 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
South Street Advisors LLC | 7 | 1 | 0.19% | 0.46% | 0.69% | Q4 2015 | Q2 2020 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 8 | 8 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q4 2019 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Veritable, L.P. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q3 2014 | 8 |
MARSHALL WACE ASIA Ltd | 8 | 8 | 0.23% | 0.77% | 1.09% | Q1 2018 | Q4 2019 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 8 |
Impala Asset Management LLC | 5 | 1 | 0.15% | 4.57% | 12.25% | Q3 2019 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Jackson Wealth Management, LLC | 8 | 8 | 0.46% | 0.50% | 0.54% | Q4 2014 | Q3 2016 | 8 |
Valeo Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Gruss & Co., LLC | 8 | 8 | 1.30% | 1.46% | 1.69% | Q2 2013 | Q1 2015 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.08% | 0.19% | 0.33% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.05% | 0.05% | 0.06% | Q3 2015 | Q1 2017 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q1 2020 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Thrive Wealth Management, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q2 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q2 2020 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Sarbit Advisory Services Inc. | 7 | 7 | 6.60% | 11.95% | 14.22% | Q2 2013 | Q4 2014 | 7 |
Invst, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2016 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
LGL PARTNERS, LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q4 2015 | Q2 2017 | 7 |
Aristotle Pacific Capital, LLC | 7 | 7 | 1.83% | 2.38% | 3.40% | Q4 2020 | Q2 2022 | 7 |
ALLEGHANY CORP /DE | 4 | 3 | 0.58% | 1.83% | 3.44% | Q2 2013 | Q3 2020 | 7 |
First Fiduciary Investment Counsel, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Stanley-Laman Group, Ltd. | 7 | 7 | 0.04% | 0.27% | 0.69% | Q3 2015 | Q1 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2019 | 7 |
Capital Bank & Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
Russell Investments Group, Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
WOODSTOCK CORP | 5 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2017 | 7 |
Beacon Capital Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.15% | 0.20% | 0.24% | Q4 2016 | Q2 2018 | 7 |
GRIES FINANCIAL LLC | 7 | 7 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q3 2022 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2021 | 7 |
Summit X, LLC | 5 | 2 | 0.08% | 0.16% | 0.23% | Q2 2017 | Q4 2019 | 7 |
Bridgeworth, LLC | 4 | 3 | 0.12% | 0.15% | 0.20% | Q4 2016 | Q4 2018 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Natixis Investment Managers International | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q4 2019 | 7 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2016 | 7 |
Global X Management CO LLC | 6 | 6 | 0.13% | 0.20% | 0.27% | Q1 2017 | Q2 2018 | 6 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.34% | 0.90% | 1.17% | Q1 2015 | Q3 2016 | 6 |
Dynamic Advisor Solutions LLC | 5 | 1 | 0.07% | 0.17% | 0.58% | Q4 2013 | Q4 2017 | 6 |
WESPAC Advisors SoCal, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 6 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 6 |
Shay Capital LLC | 3 | 1 | 0.03% | 0.12% | 0.28% | Q1 2021 | Q1 2022 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q2 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.25% | 0.26% | 0.28% | Q2 2013 | Q3 2014 | 6 |
FIRST NATIONAL TRUST CO | 6 | 6 | 0.04% | 0.09% | 0.13% | Q4 2016 | Q1 2018 | 6 |
Invenomic Capital Management LP | 6 | 6 | 0.09% | 0.50% | 0.94% | Q2 2022 | Q3 2023 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
TELEMUS CAPITAL, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2014 | Q3 2015 | 6 |
Stratos Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
JANUS HENDERSON INVESTORS US LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2017 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2022 | 6 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q3 2015 | Q4 2016 | 6 |
GMT CAPITAL CORP | 6 | 6 | 0.04% | 0.18% | 0.33% | Q2 2013 | Q3 2014 | 6 |
Weaver Consulting Group | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
FIRST HAWAIIAN BANK | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.13% | 0.38% | Q4 2015 | Q1 2018 | 6 |
CHESAPEAKE ASSET MANAGEMENT LLC | 6 | 6 | 1.62% | 2.23% | 2.38% | Q2 2013 | Q3 2014 | 6 |
Greenwich Investment Management, Inc. | 6 | 6 | 0.24% | 0.96% | 1.33% | Q3 2018 | Q4 2019 | 6 |
SAXON INTERESTS, INC. | 6 | 6 | 0.17% | 0.20% | 0.23% | Q1 2022 | Q2 2023 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 6 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 0.50% | 0.57% | 0.67% | Q1 2015 | Q2 2016 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
GLENHILL ADVISORS LLC | 6 | 6 | 0.17% | 0.41% | 0.55% | Q3 2014 | Q4 2015 | 6 |
GIRARD PARTNERS LTD. | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q3 2018 | 6 |
FORA Capital, LLC | 3 | 3 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q2 2021 | 6 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 6 | 6 | 0.02% | 0.10% | 0.16% | Q4 2018 | Q1 2020 | 6 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2021 | 5 |
FormulaFolio Investments, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2021 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
&PARTNERS | 4 | 1 | 0.37% | 0.45% | 0.54% | Q3 2019 | Q3 2022 | 5 |
Cable Hill Partners, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.00% | 0.05% | 0.11% | Q3 2015 | Q3 2016 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Lavaca Capital LLC | 5 | 5 | 0.13% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Wealthspire Advisors, L.P. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2020 | 5 |
RATIONAL ADVISORS LLC | 3 | 1 | 0.05% | 1.10% | 3.19% | Q1 2009 | Q1 2017 | 5 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.09% | 0.16% | 0.22% | Q2 2013 | Q3 2014 | 5 |
PLATINUM INVESTMENT MANAGEMENT LTD | 5 | 5 | 0.06% | 0.12% | 0.18% | Q1 2020 | Q1 2021 | 5 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.01% | 0.06% | 0.13% | Q4 2013 | Q1 2017 | 5 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 5 |
Paradigm Financial Partners, LLC | 5 | 5 | 0.29% | 0.32% | 0.36% | Q4 2018 | Q4 2019 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Gemmer Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 5 |
WELCH & FORBES LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 5 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
VAUGHAN & Co SECURITIES, INC. | 5 | 5 | 0.25% | 0.32% | 0.53% | Q4 2019 | Q4 2020 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Private Ocean, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Nationwide Fund Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
OMERS ADMINISTRATION Corp | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2015 | 5 |
BARDIN HILL MANAGEMENT PARTNERS LP | 4 | 4 | 0.02% | 0.61% | 1.18% | Q3 2014 | Q2 2015 | 5 |
Grace Capital | 5 | 5 | 0.19% | 0.42% | 0.63% | Q4 2018 | Q4 2019 | 5 |
GRAND JEAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.10% | 0.17% | 0.22% | Q2 2017 | Q2 2018 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q1 2022 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q2 2021 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q1 2017 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 4 |
Smith Affiliated Capital Corp. | 4 | 4 | 0.11% | 0.12% | 0.12% | Q1 2015 | Q4 2015 | 4 |
THUNDERBIRD PARTNERS LLP | 4 | 4 | 1.91% | 2.01% | 2.12% | Q1 2021 | Q4 2021 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 4 |
PEDDOCK CAPITAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.05% | 0.08% | Q2 2017 | Q1 2018 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.12% | 0.17% | 0.20% | Q4 2017 | Q3 2018 | 4 |
Netols Asset Management, Inc. | 4 | 4 | 1.50% | 1.71% | 1.85% | Q2 2013 | Q1 2014 | 4 |
RUSSELL FRANK CO/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Clearline Capital LP | 2 | 1 | 0.02% | 0.44% | 0.84% | Q3 2020 | Q3 2022 | 4 |
Man Group plc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
MATTERN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Hatteras Alternative Mutual Funds, LLC | 4 | 4 | 1.00% | 1.45% | 1.84% | Q3 2013 | Q2 2014 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 4 |
BEACONLIGHT CAPITAL, LLC | 4 | 4 | 0.73% | 1.50% | 2.53% | Q4 2020 | Q3 2021 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.24% | 0.27% | 0.30% | Q1 2014 | Q4 2014 | 4 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.03% | 0.13% | 0.21% | Q2 2020 | Q2 2021 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 4 |
AGF Investments LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q4 2019 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 4 |
OFI Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2011 | Q1 2014 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.09% | 0.12% | Q4 2021 | Q4 2022 | 4 |
Leucadia National | 4 | 4 | 0.04% | 0.16% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.34% | 0.37% | 0.40% | Q2 2016 | Q1 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Coatue Management | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2019 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Granite Point Capital Management, L.P. | 3 | 3 | 0.03% | 0.09% | 0.23% | Q2 2020 | Q4 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Sonic GP LLC | 4 | 4 | 4.00% | 4.73% | 5.24% | Q4 2022 | Q3 2023 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
Simcoe Capital Management, LLC | 2 | 2 | 0.18% | 3.93% | 8.88% | Q4 2014 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.05% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q2 2018 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
KLS Diversified Asset Management LP | 3 | 3 | 1.31% | 8.20% | 14.20% | Q2 2020 | Q4 2020 | 3 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q2 2014 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 3 | 3 | 0.05% | 1.49% | 2.31% | Q4 2020 | Q2 2021 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.05% | 0.08% | 0.09% | Q1 2014 | Q3 2014 | 3 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 3 |
InterOcean Capital Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 3 |
Moab Capital Partners | 3 | 3 | 1.34% | 2.10% | 2.53% | Q2 2013 | Q4 2013 | 3 |
Gerry Farber, LLC | 3 | 3 | 1.40% | 1.89% | 2.17% | Q2 2013 | Q4 2013 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q4 2017 | Q2 2018 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 3 |
COWEN AND COMPANY, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
GLG Partners LP | 3 | 3 | 0.08% | 0.12% | 0.20% | Q3 2016 | Q1 2017 | 3 |
ROYCE & ASSOCIATES LP | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Csenge Advisory Group | 3 | 3 | 0.33% | 0.38% | 0.45% | Q3 2017 | Q1 2018 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
SIX COLUMNS CAPITAL, LP | 2 | 2 | 0.99% | 1.19% | 1.29% | Q1 2020 | Q2 2020 | 3 |
Leith Wheeler Investment Counsel Ltd. | 3 | 3 | 0.71% | 0.76% | 0.84% | Q2 2023 | Q4 2023 | 3 |
Santori & Peters, Inc. | 3 | 3 | 0.18% | 0.18% | 0.19% | Q4 2017 | Q2 2018 | 3 |
Calamos Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Royal Capital Management, LLC | 3 | 3 | 3.54% | 6.37% | 8.46% | Q2 2013 | Q4 2013 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Mountaineer Partners Management, LLC | 2 | 1 | 4.94% | 7.10% | 8.69% | Q4 2018 | Q4 2019 | 3 |
Personal Wealth Partners | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
SARISSA CONSULTING LLC | 2 | 1 | 0.37% | 0.56% | 0.76% | Q4 2021 | Q3 2022 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Family Management Corp | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2015 | Q4 2015 | 3 |
STATE STREET CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
LOOMIS SAYLES & CO L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q2 2014 | Q4 2014 | 3 |
Altman Advisors, Inc. | 3 | 3 | 0.22% | 1.21% | 3.18% | Q4 2017 | Q2 2018 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.53% | 1.89% | 2.83% | Q2 2013 | Q4 2013 | 3 |
Balter Liquid Alternatives, LLC | 2 | 2 | 0.00% | 0.24% | 0.42% | Q4 2018 | Q1 2019 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Bramshill Investments, LLC | 3 | 3 | 0.10% | 0.15% | 0.18% | Q2 2019 | Q4 2019 | 3 |
Compass Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q2 2015 | 3 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.57% | 0.82% | 1.07% | Q4 2020 | Q2 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
SEARLE & CO. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Hunter Perkins Capital Management, LLC | 3 | 3 | 0.14% | 0.83% | 1.33% | Q2 2020 | Q4 2020 | 3 |
GAM Holding AG | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q3 2015 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2019 | 3 |
Birch Grove Capital LP | 2 | 2 | 0.49% | 0.75% | 1.00% | Q2 2020 | Q3 2020 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.38% | 0.49% | 0.59% | Q1 2016 | Q2 2016 | 2 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q2 2016 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Maple Rock Capital Partners | 2 | 2 | 0.32% | 1.24% | 2.17% | Q3 2020 | Q4 2020 | 2 |
SWS Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
ROAM Global Management LP | 2 | 2 | 7.65% | 8.41% | 9.17% | Q1 2021 | Q2 2021 | 2 |
Voss Capital, LLC | 2 | 2 | 1.98% | 2.01% | 2.05% | Q2 2023 | Q3 2023 | 2 |
ARMISTICE CAPITAL, LLC | 2 | 2 | 0.54% | 0.56% | 0.58% | Q4 2018 | Q1 2019 | 2 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 2 |
Hood River Capital Management LLC | 2 | 2 | 0.35% | 0.38% | 0.41% | Q1 2022 | Q2 2022 | 2 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 2 | 2 | 0.31% | 0.32% | 0.32% | Q3 2017 | Q4 2017 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.40% | 0.42% | 0.44% | Q1 2018 | Q2 2018 | 2 |
Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FMA ADVISORY INC | 2 | 2 | 0.14% | 0.18% | 0.21% | Q3 2019 | Q4 2019 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q2 2023 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PenderFund Capital Management Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Gerber Kawasaki Wealth & Investment Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2013 | Q1 2014 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
StellarOne CORP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Busey Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 2 | 0.24% | 0.26% | 0.28% | Q1 2015 | Q2 2015 | 2 |
Retirement Systems of Alabama | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q1 2022 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q1 2020 | Q1 2022 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 2 |
ANCHOR CAPITAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 2 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q4 2017 | Q1 2018 | 2 |
Cowen Prime Services LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2016 | Q3 2016 | 2 |
Boundary Creek Advisors LP | 1 | 1 | 0.57% | 4.42% | 8.26% | Q3 2021 | Q3 2021 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q1 2014 | 2 |
Plaisance Capital LLC | 2 | 2 | 0.30% | 0.38% | 0.47% | Q1 2020 | Q2 2020 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q1 2017 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.72% | 0.90% | 1.09% | Q4 2020 | Q1 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.24% | 0.28% | 0.33% | Q2 2015 | Q3 2015 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Bayberry Capital Partners LP | 2 | 2 | 1.52% | 2.28% | 3.04% | Q1 2023 | Q2 2023 | 2 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 2 | 2 | 2.05% | 2.77% | 3.49% | Q3 2015 | Q4 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.20% | 0.26% | 0.32% | Q4 2019 | Q1 2020 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2015 | Q2 2015 | 2 |
Eagle Bluffs Wealth Management LLC | 2 | 2 | 0.53% | 0.60% | 0.66% | Q4 2021 | Q1 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
WEATHERLY ASSET MANAGEMENT L. P. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Ibex Investors LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q1 2021 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Land & Buildings Investment Management | 1 | 1 | 2.27% | 2.27% | 2.27% | Q2 2016 | Q2 2016 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
ACUTA CAPITAL PARTNERS, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2015 | Q4 2015 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q4 2022 | Q4 2022 | 1 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2022 | Q1 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Diametric Capital, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Echo Street Capital Management LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2014 | Q1 2014 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GLADE BROOK CAPITAL PARTNERS LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2014 | Q2 2014 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Indie Asset Partners, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2017 | Q4 2017 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2014 | Q2 2014 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
S&CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CHICKASAW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2020 | Q1 2020 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RK Capital | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2018 | Q4 2018 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
JS Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Mariner, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
Merit Investment Management, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2013 | Q2 2013 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Origin Asset Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Financial Planners of Cleveland, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
MPAM CREDIT TRADING PARTNERS L.P. | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2015 | Q3 2015 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2021 | Q1 2021 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crescent Capital Group LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2016 | Q3 2016 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
FrontFour Capital Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
SG Capital Management LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2023 | Q1 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WealthStone, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Argent Trust Co | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Alkeon Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
KeyPoint Capital Management, LLC | 1 | 1 | 5.05% | 5.05% | 5.05% | Q1 2014 | Q1 2014 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
F3Logic, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own CEDAR FAIR L P or have owned CEDAR FAIR L P in the past.