Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 87 |
Citadel Advisors | 27 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 72 |
Cutler Group LLC / CA | 18 | 12 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 69 |
CITIGROUP INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 64 |
BARCLAYS PLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 45 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 43 |
PEAK6 Investments LLC | 11 | 8 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 40 |
Walleye Trading LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2021 | 40 |
UBS Group AG | 32 | 32 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 33 |
GOLDMAN SACHS GROUP INC | 32 | 32 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 33 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
US BANCORP \DE\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Mariner, LLC | 32 | 32 | 0.01% | 0.12% | 0.32% | Q4 2015 | Q3 2023 | 32 |
Creative Planning | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
WHITTIER TRUST CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 21 | 10 | 0.08% | 1.60% | 4.24% | Q4 2015 | Q3 2023 | 31 |
Catalyst Capital Advisors LLC | 30 | 30 | 0.02% | 0.18% | 0.41% | Q1 2016 | Q2 2023 | 30 |
Financial Management Professionals, Inc. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 30 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 29 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 14 | 13 | 0.05% | 1.75% | 4.35% | Q4 2016 | Q3 2023 | 28 |
Oxbow Advisors, LLC | 28 | 28 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Advisors Asset Management, Inc. | 24 | 4 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 28 |
NBW CAPITAL LLC | 28 | 28 | 0.33% | 1.65% | 2.56% | Q4 2016 | Q3 2023 | 28 |
VAN ECK ASSOCIATES CORP | 15 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
Sigma Planning Corp | 18 | 10 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
CREDIT SUISSE AG/ | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 27 |
Cannell & Co. | 20 | 1 | 0.01% | 0.07% | 0.34% | Q2 2016 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 25 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2022 | 27 |
SL ADVISORS, LLC | 26 | 1 | 0.28% | 1.88% | 3.87% | Q3 2016 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
Invesco Ltd. | 22 | 3 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 25 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19 | 6 | 0.01% | 0.14% | 0.39% | Q4 2015 | Q1 2022 | 25 |
COHEN & STEERS, INC. | 21 | 4 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2022 | 25 |
Arrow Investment Advisors, LLC | 16 | 1 | 0.07% | 0.21% | 0.46% | Q1 2016 | Q3 2022 | 24 |
PEAK6 Group LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2018 | 24 |
Penbrook Management LLC | 24 | 24 | 0.22% | 0.98% | 1.72% | Q4 2017 | Q3 2023 | 24 |
Paragon Capital Management Ltd | 12 | 12 | 0.11% | 0.26% | 0.54% | Q1 2017 | Q1 2023 | 24 |
Tortoise Index Solutions, LLC | 24 | 24 | 0.05% | 0.25% | 0.62% | Q4 2017 | Q3 2023 | 24 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
Legacy Financial Strategies, LLC | 23 | 23 | 0.05% | 0.22% | 0.41% | Q4 2017 | Q2 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 15 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Bramshill Investments, LLC | 11 | 2 | 0.11% | 0.49% | 1.14% | Q2 2017 | Q2 2023 | 23 |
LPL Financial LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
GLENMEDE TRUST CO NA | 10 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 23 |
Allianz Asset Management GmbH | 12 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2021 | 22 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 12 | 3 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2022 | 22 |
ALPS ADVISORS INC | 22 | 22 | 0.42% | 1.89% | 3.67% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 15 | 7 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 22 |
NEXT Financial Group, Inc | 8 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 21 |
Neuberger Berman Group LLC | 11 | 2 | 0.00% | 0.01% | 0.13% | Q4 2015 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
First Reserve GP XI, Inc. | 21 | 21 | 59.69% | 93.96% | 100.00% | Q4 2015 | Q4 2020 | 21 |
CIBC Private Wealth Group, LLC | 17 | 4 | 0.00% | 0.13% | 0.31% | Q4 2015 | Q3 2022 | 21 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 16 | 2 | 0.07% | 0.53% | 1.32% | Q1 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.05% | 0.16% | 0.30% | Q3 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Sound Income Strategies, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 19 | 19 | 0.00% | 0.70% | 1.28% | Q1 2019 | Q3 2023 | 19 |
FMR LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
Community Bank, N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 19 |
Tower Research Capital LLC (TRC) | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 19 |
Parkside Financial Bank & Trust | 11 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 18 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 10 | 8 | 0.04% | 0.69% | 2.37% | Q4 2017 | Q3 2023 | 18 |
AQR Arbitrage LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 18 |
COMMERCE BANK | 18 | 18 | 0.01% | 0.05% | 0.07% | Q4 2015 | Q1 2020 | 18 |
Salient Capital Advisors, LLC | 8 | 1 | 0.01% | 0.69% | 2.35% | Q4 2015 | Q3 2022 | 18 |
Community Capital Management, LLC | 10 | 10 | 0.01% | 1.80% | 3.82% | Q4 2018 | Q1 2021 | 17 |
NATIXIS | 11 | 6 | 0.00% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 17 |
JENNISON ASSOCIATES LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
FIRST INTERSTATE BANK | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 17 |
CAPTRUST FINANCIAL ADVISORS | 14 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
BESSEMER GROUP INC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 17 |
First Horizon Advisors, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Brookfield Asset Management | 8 | 1 | 0.00% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 16 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 16 |
Foresight Wealth Management, LLC | 16 | 16 | 0.00% | 0.14% | 0.38% | Q4 2018 | Q3 2022 | 16 |
Sumitomo Mitsui Trust Holdings, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 16 |
Winslow, Evans & Crocker, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2020 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q4 2021 | 16 |
HIGHLAND CAPITAL MANAGEMENT LP | 15 | 15 | 0.02% | 0.07% | 0.14% | Q4 2015 | Q2 2019 | 15 |
ADVISORY RESEARCH INC | 15 | 15 | 0.33% | 0.64% | 1.23% | Q4 2015 | Q2 2019 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
GSA CAPITAL PARTNERS LLP | 10 | 1 | 0.02% | 0.06% | 0.15% | Q2 2016 | Q4 2021 | 15 |
Center for Financial Planning, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
TSFG, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Chicago Partners Investment Group LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 14 |
Blackstone Inc. | 14 | 14 | 0.02% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 14 |
Prime Capital Investment Advisors, LLC | 10 | 4 | 0.07% | 0.19% | 0.38% | Q2 2019 | Q3 2023 | 14 |
Frontier Wealth Management LLC | 13 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 14 |
HighTower Advisors, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.02% | 0.13% | 0.18% | Q4 2015 | Q1 2019 | 14 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 13 |
CASTLEARK MANAGEMENT LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q1 2020 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 13 |
AMERICAN FINANCIAL GROUP INC | 8 | 5 | 0.08% | 0.34% | 1.09% | Q1 2020 | Q3 2023 | 13 |
Rafferty Asset Management, LLC | 10 | 1 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q3 2020 | 13 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 13 | 13 | 0.05% | 0.08% | 0.11% | Q4 2015 | Q4 2018 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 13 | 0.14% | 0.51% | 0.77% | Q3 2020 | Q3 2023 | 13 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Brookstone Capital Management | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
ClearBridge Investments | 10 | 1 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.98% | 2.34% | 3.69% | Q4 2020 | Q3 2023 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 12 |
Trust Asset Management LLC | 12 | 12 | 0.02% | 0.04% | 0.12% | Q4 2015 | Q3 2018 | 12 |
Intrinsic Edge Capital Management LLC | 8 | 1 | 0.10% | 0.53% | 1.09% | Q1 2017 | Q3 2020 | 11 |
Penserra Capital Management LLC | 10 | 1 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q4 2018 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.06% | 0.11% | 0.18% | Q4 2020 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 11 |
Pettinga Financial Advisors LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 4 | 1 | 0.14% | 0.19% | 0.25% | Q3 2018 | Q3 2023 | 11 |
CHICKASAW CAPITAL MANAGEMENT LLC | 11 | 11 | 0.95% | 1.62% | 2.97% | Q1 2021 | Q3 2023 | 11 |
HAP Trading, LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q4 2022 | 11 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Mosaic Family Wealth, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2018 | 11 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q4 2022 | 11 |
ING GROEP NV | 5 | 1 | 0.02% | 0.15% | 0.53% | Q4 2015 | Q1 2020 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 11 |
Clear Harbor Asset Management, LLC | 9 | 1 | 0.01% | 0.47% | 1.27% | Q2 2016 | Q2 2020 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
Harvest Fund Advisors LLC | 9 | 1 | 0.13% | 0.82% | 1.34% | Q4 2015 | Q1 2020 | 10 |
Fortitude Advisory Group L.L.C. | 7 | 7 | 0.09% | 0.27% | 0.49% | Q4 2021 | Q2 2023 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
MILLER HOWARD INVESTMENTS INC /NY | 10 | 10 | 0.25% | 0.40% | 0.59% | Q2 2021 | Q3 2023 | 10 |
Jacobi Capital Management LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 10 |
Virtus ETF Advisers LLC | 8 | 2 | 0.34% | 1.14% | 1.74% | Q4 2015 | Q4 2018 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 10 |
EAGLE GLOBAL ADVISORS LLC | 7 | 1 | 0.02% | 0.62% | 1.16% | Q4 2015 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 10 | 0.20% | 0.24% | 0.32% | Q2 2020 | Q3 2022 | 10 |
Sandy Spring Bank | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 10 |
Evercore Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
O'Dell Group, LLC | 9 | 9 | 0.14% | 0.18% | 0.22% | Q2 2020 | Q2 2022 | 9 |
SVB WEALTH LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
CINCINNATI INSURANCE CO | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 5 | 4 | 0.00% | 0.02% | 0.14% | Q3 2019 | Q4 2021 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.06% | 0.25% | Q3 2020 | Q2 2023 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 9 |
Russell Investments Group, Ltd. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 9 |
BROWN BROTHERS HARRIMAN & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
McGowan Group Asset Management, Inc. | 8 | 8 | 0.05% | 0.08% | 0.13% | Q1 2017 | Q4 2018 | 8 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 8 |
North Star Investment Management Corp. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.44% | 0.50% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Vestcor Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.35% | 0.80% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
TORONTO DOMINION BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2018 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.05% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 8 |
Fractal Investments LLC | 8 | 8 | 0.41% | 0.56% | 0.67% | Q4 2021 | Q3 2023 | 8 |
NEXPOINT ASSET MANAGEMENT, L.P. | 8 | 8 | 0.05% | 0.22% | 0.36% | Q3 2019 | Q2 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
RBF Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2017 | 8 |
CADENCE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.14% | 0.68% | 1.28% | Q4 2018 | Q3 2020 | 8 |
Global X Management CO LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2018 | 8 |
WESTWOOD HOLDINGS GROUP INC | 4 | 3 | 0.01% | 0.13% | 0.29% | Q2 2017 | Q3 2023 | 7 |
Sowell Financial Services LLC | 6 | 1 | 0.00% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Eukles Asset Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 7 |
Caption Management, LLC | 5 | 2 | 0.00% | 0.05% | 0.14% | Q3 2019 | Q3 2021 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 7 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 7 | 7 | 0.32% | 0.37% | 0.44% | Q1 2022 | Q3 2023 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 7 |
LUZICH PARTNERS LLC | 7 | 7 | 11.09% | 13.35% | 17.94% | Q4 2016 | Q2 2018 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 7 | 7 | 0.06% | 0.10% | 0.20% | Q2 2018 | Q4 2019 | 7 |
SENTINEL TRUST CO LBA | 7 | 7 | 0.35% | 0.39% | 0.46% | Q1 2022 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
CITY HOLDING CO | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q2 2017 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.56% | 1.02% | 1.63% | Q1 2018 | Q2 2019 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q1 2021 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Claybrook Capital, LLC | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HITE Hedge Asset Management LLC | 5 | 1 | 0.19% | 2.24% | 3.54% | Q3 2017 | Q4 2019 | 6 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
F&V Capital Management, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q4 2019 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Asio Capital, LLC | 4 | 1 | 0.10% | 0.12% | 0.14% | Q4 2019 | Q1 2021 | 5 |
CLINTON GROUP INC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 5 |
Avior Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
First Reserve GP XIII Ltd | 5 | 5 | 100.00% | 100.00% | 100.00% | Q3 2022 | Q3 2023 | 5 |
Center Coast Capital Advisors, LP | 5 | 5 | 0.80% | 1.19% | 1.59% | Q4 2016 | Q4 2017 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Sculptor Capital LP | 5 | 5 | 0.04% | 0.08% | 0.12% | Q4 2015 | Q4 2016 | 5 |
Horan Securities, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Carroll Financial Associates, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q4 2017 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 5 |
&PARTNERS | 5 | 5 | 0.34% | 0.56% | 0.69% | Q4 2018 | Q4 2019 | 5 |
Parallax Volatility Advisers, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.07% | 0.13% | Q2 2020 | Q4 2021 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q3 2019 | 4 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 4 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.09% | 0.26% | Q1 2018 | Q3 2023 | 4 |
Inspire Investing, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2021 | 4 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.00% | 0.26% | 0.59% | Q3 2019 | Q1 2020 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4 | 4 | 0.26% | 0.37% | 0.42% | Q2 2020 | Q1 2021 | 4 |
Parallel Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 4 |
ATWOOD & PALMER INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 4 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q2 2023 | 4 |
RiverPark Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Full Sail Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cohanzick Management, LLC | 3 | 3 | 0.00% | 0.06% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
SG3 Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
Magnetar Financial LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q2 2016 | 3 |
Private Advisory Group LLC | 2 | 1 | 0.15% | 0.31% | 0.50% | Q4 2016 | Q3 2018 | 3 |
First PREMIER Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 3 |
State of Wyoming | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bridgecreek Investment Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Municipal Employees' Retirement System of Michigan | 3 | 3 | 0.28% | 0.45% | 0.55% | Q4 2018 | Q2 2019 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
AllSquare Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FEDERATED HERMES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Confluence Wealth Services, Inc. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q2 2022 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Springhouse Capital Management, LP | 3 | 3 | 0.20% | 0.80% | 1.59% | Q4 2015 | Q2 2016 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Heritage Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q4 2015 | Q1 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Tidal Investments LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q3 2019 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
GDS Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Airain ltd | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Yaupon Capital Management LP | 2 | 2 | 3.32% | 4.03% | 4.75% | Q1 2021 | Q2 2021 | 2 |
Linscomb & Williams, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
DEERE & CO | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q3 2016 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
CATAWBA CAPITAL MANAGEMENT /VA | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q2 2018 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Leap Investments LP | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Recurrent Investment Advisors LLC | 2 | 2 | 0.69% | 1.44% | 2.18% | Q4 2019 | Q1 2020 | 2 |
Estabrook Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 1.81% | 2.05% | 2.29% | Q3 2018 | Q4 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2020 | 2 |
STATE STREET CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Derbend Asset Management | 1 | 1 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q2 2023 | 2 |
Prosperity Planning, Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2020 | Q1 2021 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Platform Technology Partners | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2019 | Q4 2019 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2016 | Q2 2016 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ProShare Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
CERTUITY, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
ADE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
ARES MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own CRESTWOOD EQUITY PARTNERS LP or have owned CRESTWOOD EQUITY PARTNERS LP in the past.