Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 112 |
Citadel Advisors | 29 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 81 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 75 |
Walleye Trading LLC | 19 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2023 | 58 |
WOLVERINE TRADING, LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 56 |
Cutler Group LLC / CA | 16 | 7 | 0.00% | 0.00% | 0.11% | Q4 2015 | Q3 2021 | 53 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 52 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.10% | Q1 2012 | Q3 2023 | 46 |
JANE STREET GROUP, LLC | 23 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
RR Advisors, LLC | 42 | 42 | 0.00% | 8.64% | 13.26% | Q2 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
PEAK6 Group LLC | 17 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2018 | 43 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2023 | 43 |
Pinnacle Holdings, LLC | 42 | 42 | 0.51% | 1.10% | 1.96% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 0.00% | 0.85% | 2.52% | Q2 2013 | Q3 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 1.58% | 4.31% | 6.45% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.00% | 0.18% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALPS ADVISORS INC | 42 | 42 | 0.85% | 1.70% | 2.73% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.01% | 0.35% | 1.12% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.09% | 0.40% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.05% | 0.67% | 1.95% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 27 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
COHEN & STEERS, INC. | 33 | 8 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 30 | 11 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
JNBA Financial Advisors | 21 | 20 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2022 | 40 |
KEYBANK NATIONAL ASSOCIATION/OH | 34 | 5 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 39 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 34 | 5 | 0.00% | 0.27% | 0.52% | Q2 2013 | Q3 2023 | 39 |
Salient Capital Advisors, LLC | 37 | 37 | 0.01% | 1.69% | 3.54% | Q3 2013 | Q3 2022 | 37 |
BANK OF MONTREAL /CAN/ | 35 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2022 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 37 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 36 | 36 | 0.01% | 0.47% | 1.00% | Q2 2013 | Q1 2022 | 36 |
LPL Financial LLC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 36 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 19 | 1 | 0.02% | 1.58% | 4.50% | Q2 2013 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 35 | 35 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q4 2021 | 35 |
MONETARY MANAGEMENT GROUP INC | 35 | 35 | 0.00% | 0.18% | 0.57% | Q2 2013 | Q4 2021 | 35 |
NORTHERN TRUST CORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 34 |
Neuberger Berman Group LLC | 33 | 33 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2021 | 33 |
GLENMEDE TRUST CO NA | 29 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 33 |
Parallax Volatility Advisers, L.P. | 8 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2021 | 33 |
BNP PARIBAS FINANCIAL MARKETS | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 27 | 5 | 0.00% | 0.23% | 0.56% | Q2 2013 | Q1 2022 | 32 |
TEXAS CAPITAL BANCSHARES INC/TX | 31 | 31 | 1.59% | 10.17% | 26.08% | Q1 2016 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 16 | 14 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
ENTERPRISE FINANCIAL SERVICES CORP | 29 | 29 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2020 | 29 |
Creative Planning | 29 | 29 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2020 | 29 |
DEUTSCHE BANK AG\ | 14 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q4 2022 | 29 |
SANDERS MORRIS HARRIS LLC | 17 | 3 | 0.00% | 0.43% | 1.18% | Q1 2016 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 21 | 1 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
C.V. Starr & Co., Inc. Trust | 28 | 28 | 0.97% | 3.74% | 4.96% | Q2 2013 | Q1 2020 | 28 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 28 |
STARR INTERNATIONAL CO INC | 28 | 28 | 0.19% | 0.44% | 1.44% | Q2 2013 | Q1 2020 | 28 |
SG Americas Securities, LLC | 22 | 6 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q2 2021 | 28 |
ELCO Management Co., LLC | 18 | 10 | 0.16% | 1.24% | 2.89% | Q3 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 27 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 28 |
Financial Management Professionals, Inc. | 27 | 27 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q1 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 27 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 27 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.10% | 0.25% | 0.63% | Q2 2015 | Q3 2023 | 26 |
First Horizon Advisors, Inc. | 17 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 26 |
ADVISORY RESEARCH INC | 25 | 25 | 0.80% | 1.45% | 2.08% | Q2 2013 | Q2 2019 | 25 |
Horrell Capital Management, Inc. | 22 | 3 | 0.05% | 0.86% | 7.03% | Q2 2013 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.24% | 0.37% | 0.56% | Q1 2013 | Q1 2019 | 25 |
Harvest Fund Advisors LLC | 17 | 1 | 0.07% | 1.23% | 2.88% | Q2 2013 | Q1 2020 | 25 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22 | 3 | 0.37% | 0.98% | 2.03% | Q2 2013 | Q4 2019 | 25 |
NewEdge Advisors, LLC | 17 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 25 |
BlackRock Inc. | 18 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 24 | 24 | 0.00% | 0.26% | 0.63% | Q1 2014 | Q4 2019 | 24 |
GUGGENHEIM CAPITAL LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 24 |
USCA RIA LLC | 19 | 5 | 0.00% | 0.16% | 0.50% | Q2 2013 | Q2 2021 | 24 |
Spot Trading L.L.C | 4 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2017 | 24 |
HighTower Trust Company, N.A. | 7 | 1 | 0.02% | 0.08% | 0.20% | Q3 2013 | Q3 2022 | 24 |
State of New Jersey Common Pension Fund D | 23 | 23 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2021 | 23 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 23 | 23 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 23 |
VAN ECK ASSOCIATES CORP | 16 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
UMB Bank, n.a. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2021 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.13% | 0.38% | 0.92% | Q2 2018 | Q3 2023 | 22 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 14 | 2 | 0.00% | 1.48% | 4.79% | Q4 2016 | Q3 2023 | 22 |
CINCINNATI INSURANCE CO | 18 | 4 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q2 2022 | 22 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 4 | 0.02% | 0.48% | 1.86% | Q4 2015 | Q1 2022 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.09% | 0.18% | 0.37% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AQR Arbitrage LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2020 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
SELZ CAPITAL LLC | 21 | 21 | 1.02% | 3.03% | 4.10% | Q2 2013 | Q2 2018 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
BB&T SECURITIES, LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 21 |
Global X Management CO LLC | 21 | 21 | 0.17% | 0.43% | 0.76% | Q2 2013 | Q2 2018 | 21 |
FMR LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 21 |
Sumitomo Mitsui Trust Holdings, Inc. | 16 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 21 |
Marquette Asset Management, LLC | 18 | 3 | 0.23% | 0.73% | 1.18% | Q2 2013 | Q3 2018 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q2 2018 | 21 |
ING GROEP NV | 8 | 2 | 0.01% | 0.05% | 0.19% | Q3 2013 | Q3 2023 | 20 |
Winslow, Evans & Crocker, Inc. | 20 | 20 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2018 | 20 |
BROWN BROTHERS HARRIMAN & CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 0.04% | 0.10% | 0.26% | Q4 2018 | Q3 2023 | 20 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
M&T BANK CORP | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2019 | 19 |
CASTLEARK MANAGEMENT LLC | 10 | 3 | 0.03% | 0.06% | 0.11% | Q1 2014 | Q3 2023 | 19 |
CENTRAL TRUST Co | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Arrow Investment Advisors, LLC | 12 | 7 | 0.10% | 0.18% | 0.24% | Q2 2018 | Q3 2023 | 19 |
BBR PARTNERS, LLC | 18 | 1 | 0.01% | 0.07% | 0.13% | Q1 2015 | Q2 2020 | 19 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q2 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 18 |
KING LUTHER CAPITAL MANAGEMENT CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 18 |
SOLARIS ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.14% | 0.27% | Q2 2013 | Q3 2017 | 18 |
Virtu Financial LLC | 7 | 1 | 0.01% | 0.07% | 0.24% | Q3 2015 | Q3 2023 | 18 |
ZAZOVE ASSOCIATES LLC | 12 | 6 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 18 |
Steward Partners Investment Advisory, LLC | 13 | 5 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 18 |
EXANE DERIVATIVES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.04% | 0.16% | 0.27% | Q2 2013 | Q3 2017 | 18 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
LUCAS CAPITAL MANAGEMENT | 17 | 17 | 0.17% | 0.42% | 0.86% | Q1 2013 | Q1 2017 | 17 |
Cannell & Co. | 17 | 17 | 0.51% | 1.46% | 2.52% | Q2 2013 | Q2 2017 | 17 |
ALLIANCEBERNSTEIN L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 17 |
Cutter & CO Brokerage, Inc. | 17 | 17 | 0.08% | 0.13% | 0.22% | Q3 2014 | Q3 2018 | 17 |
Summit Asset Management, LLC | 17 | 17 | 0.13% | 0.48% | 1.04% | Q2 2013 | Q2 2017 | 17 |
GOFEN & GLOSSBERG LLC /IL/ | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Hilton Capital Management, LLC | 10 | 1 | 0.01% | 0.08% | 0.28% | Q2 2013 | Q3 2019 | 17 |
MILLER HOWARD INVESTMENTS INC /NY | 17 | 17 | 0.55% | 1.49% | 2.27% | Q2 2013 | Q2 2017 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Mariner, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 17 |
BROWN ADVISORY INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 17 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.04% | 0.12% | 0.36% | Q2 2013 | Q2 2017 | 17 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2018 | 16 |
Third Security, LLC | 16 | 16 | 0.25% | 0.57% | 2.69% | Q2 2013 | Q1 2017 | 16 |
TCI Wealth Advisors, Inc. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q3 2016 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.10% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 16 |
CATAWBA CAPITAL MANAGEMENT /VA | 9 | 7 | 0.06% | 0.19% | 0.26% | Q2 2013 | Q3 2017 | 16 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.28% | 0.73% | 1.20% | Q2 2013 | Q3 2017 | 16 |
FIFTH THIRD BANCORP | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 16 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.05% | 0.20% | Q1 2019 | Q2 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Blackstone Inc. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
LVW Advisors, LLC | 15 | 15 | 0.06% | 0.19% | 0.31% | Q4 2015 | Q2 2019 | 15 |
EAGLE GLOBAL ADVISORS LLC | 11 | 4 | 0.03% | 0.68% | 1.54% | Q3 2015 | Q1 2022 | 15 |
Summit Financial Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 15 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
WFG Advisors, LP | 9 | 6 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q2 2017 | 15 |
Cypress Wealth Advisors LLC | 9 | 6 | 0.24% | 1.26% | 2.76% | Q2 2015 | Q1 2019 | 15 |
American Portfolios Advisors | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 15 |
NOVARE CAPITAL MANAGEMENT LLC | 8 | 7 | 0.17% | 0.27% | 0.46% | Q1 2016 | Q4 2019 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
KINGS POINT CAPITAL MANAGEMENT | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.09% | 0.39% | 0.88% | Q2 2013 | Q3 2016 | 14 |
BARINGS LLC | 11 | 1 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2018 | 14 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
NWAM LLC | 12 | 2 | 0.01% | 0.19% | 1.54% | Q2 2014 | Q3 2020 | 14 |
Principal Street Partners, LLC | 14 | 14 | 0.03% | 0.18% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 14 |
Sowell Financial Services LLC | 7 | 3 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 14 |
Diversified Trust Co | 13 | 1 | 0.01% | 0.08% | 0.13% | Q2 2014 | Q4 2017 | 14 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.62% | 0.75% | 0.89% | Q2 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q2 2016 | 13 |
Bank of New York Mellon Corp | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 13 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 7 | 2 | 0.00% | 0.06% | 0.26% | Q3 2014 | Q3 2023 | 13 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 13 |
HAP Trading, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q2 2021 | 13 |
Liberty Mutual Group Asset Management Inc. | 13 | 13 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q2 2016 | 13 |
Financial Architects, Inc | 11 | 2 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2018 | 13 |
Municipal Employees' Retirement System of Michigan | 10 | 3 | 0.12% | 0.27% | 0.48% | Q1 2016 | Q2 2019 | 13 |
Penserra Capital Management LLC | 10 | 3 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2019 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 9 | 1 | 0.00% | 0.05% | 0.11% | Q3 2015 | Q2 2019 | 12 |
AMERICAN FINANCIAL GROUP INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Parkside Financial Bank & Trust | 12 | 12 | 0.17% | 0.33% | 0.42% | Q3 2015 | Q2 2018 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
Belpointe Asset Management LLC | 10 | 2 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q1 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Family Management Corp | 12 | 12 | 0.91% | 1.23% | 1.57% | Q3 2013 | Q2 2016 | 12 |
ROVIN CAPITAL /UT/ /ADV | 12 | 12 | 0.04% | 0.12% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Springhouse Capital Management, LP | 12 | 12 | 0.30% | 1.15% | 2.23% | Q4 2020 | Q3 2023 | 12 |
SECURIAN ASSET MANAGEMENT, INC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q2 2022 | 12 |
CADENCE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.17% | 0.51% | 1.03% | Q3 2017 | Q1 2020 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.15% | 0.28% | Q2 2013 | Q4 2015 | 11 |
Taylor Wealth Management Partners | 11 | 11 | 0.00% | 0.72% | 4.29% | Q1 2016 | Q3 2018 | 11 |
Homrich & Berg | 11 | 11 | 0.06% | 0.07% | 0.10% | Q3 2013 | Q1 2016 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 11 |
CUMBERLAND ADVISORS INC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2016 | 11 |
NATIXIS | 11 | 11 | 0.01% | 0.05% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2017 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
MURPHY CAPITAL MANAGEMENT INC | 11 | 11 | 0.05% | 0.18% | 0.28% | Q2 2013 | Q4 2015 | 11 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 11 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q4 2021 | 10 |
Virtus ETF Advisers LLC | 8 | 2 | 1.47% | 1.79% | 2.08% | Q4 2015 | Q4 2018 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.06% | 0.08% | Q1 2016 | Q2 2019 | 10 |
Segment Wealth Management, LLC | 10 | 10 | 0.07% | 0.11% | 0.14% | Q1 2015 | Q2 2017 | 10 |
MetLife Investment Management, LLC | 10 | 10 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q4 2020 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
Parkwood LLC | 7 | 1 | 0.01% | 0.16% | 0.26% | Q3 2015 | Q1 2020 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.24% | 0.44% | 0.64% | Q3 2013 | Q4 2015 | 10 |
Johnson Midwest Financial, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ARGENT TRUST Co | 10 | 10 | 1.78% | 3.16% | 4.33% | Q4 2015 | Q1 2018 | 10 |
IMA Wealth, Inc. | 9 | 1 | 0.08% | 0.19% | 0.21% | Q2 2013 | Q4 2015 | 10 |
Concert Wealth Management Inc. | 7 | 3 | 0.03% | 0.06% | 0.14% | Q1 2014 | Q3 2016 | 10 |
Allianz Asset Management GmbH | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 10 |
Russell Investments Group, Ltd. | 8 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2017 | 10 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 10 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 6 | 4 | 0.12% | 0.26% | 0.40% | Q1 2015 | Q3 2017 | 10 |
CULLEN/FROST BANKERS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Jump Financial, LLC | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2017 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 7 | 2 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q3 2019 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
SFMG, LLC | 9 | 9 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q2 2015 | 9 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
CAPITAL COUNSEL LLC/NY | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Caption Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2021 | 9 |
BerganKDV Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 9 |
Cresset Asset Management, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2022 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Heronetta Management, L.P. | 9 | 9 | 0.26% | 0.90% | 1.36% | Q3 2015 | Q3 2017 | 9 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 9 |
Estabrook Capital Management | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.10% | 0.13% | 0.15% | Q2 2013 | Q2 2015 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Chicago Partners Investment Group LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2018 | 9 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
Granite Point Capital Management, L.P. | 6 | 6 | 0.02% | 0.09% | 0.40% | Q1 2020 | Q2 2021 | 8 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 8 | 0.03% | 0.08% | 0.12% | Q4 2015 | Q3 2017 | 8 |
RAYMOND JAMES TRUST N.A. | 6 | 2 | 0.02% | 0.16% | 1.04% | Q3 2013 | Q1 2016 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Vestcor Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 8 |
KANALY TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.18% | 0.27% | 0.35% | Q2 2013 | Q1 2015 | 8 |
COWEN INC. | 7 | 1 | 0.03% | 0.05% | 0.07% | Q1 2013 | Q3 2016 | 8 |
Indiana Trust & Investment Management CO | 6 | 1 | 0.02% | 0.13% | 0.19% | Q2 2013 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 0.50% | 0.58% | 0.74% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.30% | 0.46% | 0.59% | Q4 2015 | Q3 2017 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2017 | 8 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.11% | 0.32% | Q4 2013 | Q3 2023 | 7 |
FFT WEALTH MANAGEMENT LLC | 7 | 7 | 0.10% | 0.21% | 0.42% | Q4 2015 | Q2 2017 | 7 |
Samson Capital Management, LLC | 7 | 7 | 1.29% | 1.65% | 2.08% | Q3 2016 | Q1 2018 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
CAPITAL GUARDIAN TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 7 |
Proficio Capital Partners LLC | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2016 | Q3 2017 | 7 |
CLINTON GROUP INC | 3 | 1 | 0.03% | 0.12% | 0.17% | Q2 2014 | Q3 2017 | 7 |
Heritage Trust Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Knighthead Capital Management, LLC | 7 | 7 | 0.09% | 0.36% | 0.76% | Q2 2020 | Q4 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2018 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2014 | 7 |
Rafferty Asset Management, LLC | 3 | 1 | 0.03% | 0.07% | 0.12% | Q1 2016 | Q3 2019 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HITE Hedge Asset Management LLC | 3 | 1 | 0.08% | 0.64% | 1.63% | Q2 2013 | Q2 2018 | 7 |
Copeland Capital Management, LLC | 6 | 1 | 0.22% | 1.22% | 2.26% | Q2 2013 | Q3 2016 | 7 |
JENNISON ASSOCIATES LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 7 |
Zions Bancorporation | 4 | 1 | 0.06% | 0.09% | 0.16% | Q1 2015 | Q1 2018 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Arlington Partners LLC | 4 | 2 | 0.00% | 0.04% | 0.14% | Q3 2018 | Q1 2020 | 6 |
HENNESSY ADVISORS INC | 3 | 3 | 0.03% | 0.13% | 0.26% | Q2 2013 | Q3 2022 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
WESTWOOD HOLDINGS GROUP INC | 4 | 2 | 0.08% | 0.21% | 0.40% | Q3 2016 | Q3 2023 | 6 |
Hodges Capital Management Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2017 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2016 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Laffer Tengler Investments, Inc. | 6 | 6 | 0.00% | 0.84% | 1.31% | Q2 2013 | Q3 2014 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
Sound Income Strategies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SEGALL BRYANT & HAMILL, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 6 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 6 | 6 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Saba Capital Management, L.P. | 6 | 6 | 0.53% | 0.80% | 1.54% | Q3 2018 | Q4 2019 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.05% | 0.17% | Q1 2014 | Q2 2015 | 6 |
Regal Investment Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 6 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2017 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Uniplan Investment Counsel, Inc. | 5 | 5 | 0.12% | 0.18% | 0.22% | Q1 2016 | Q1 2017 | 5 |
Ameritas Investment Partners, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2020 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.03% | 0.15% | 0.40% | Q2 2013 | Q1 2016 | 5 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 5 | 1.59% | 2.31% | 2.79% | Q2 2013 | Q2 2014 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2016 | Q4 2017 | 5 |
Paragon Capital Management Ltd | 4 | 1 | 0.08% | 0.11% | 0.13% | Q1 2017 | Q1 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
AXA S.A. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
TPH Asset Management, LLC | 4 | 1 | 0.26% | 0.43% | 0.54% | Q2 2013 | Q2 2015 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
DAVIDSON TRUST CO | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
RUSSELL FRANK CO/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
NBW CAPITAL LLC | 3 | 2 | 0.33% | 1.26% | 1.99% | Q2 2013 | Q3 2014 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2014 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.10% | 0.17% | Q3 2017 | Q2 2018 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Ascent Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
PRENTISS SMITH & CO INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Marshall Wace North America L.P. | 2 | 2 | 0.00% | 0.04% | 0.12% | Q3 2017 | Q2 2020 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
CYPRESS ASSET MANAGEMENT INC/TX | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q3 2014 | 4 |
Capital Innovations LLC | 2 | 2 | 0.25% | 0.52% | 0.85% | Q4 2013 | Q3 2016 | 4 |
ArchPoint Investors | 4 | 4 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q4 2017 | 4 |
Independence Trust CO | 4 | 4 | 0.25% | 0.29% | 0.34% | Q3 2013 | Q2 2014 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Westchester Capital Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2014 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.31% | 0.40% | 0.47% | Q4 2016 | Q3 2017 | 4 |
Global Endowment Management, LP | 4 | 4 | 0.11% | 0.16% | 0.20% | Q2 2016 | Q1 2017 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 4 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 4 |
Intrinsic Edge Capital Management LLC | 3 | 1 | 0.18% | 0.44% | 0.71% | Q1 2021 | Q2 2023 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
TORONTO DOMINION BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 4 |
Ballentine Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2018 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.09% | 0.15% | 0.25% | Q4 2015 | Q3 2016 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
AGF Investments LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
FAIRFIELD, BUSH & CO. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2014 | Q2 2015 | 4 |
Signature Financial Management, Inc. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2017 | Q3 2017 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2016 | 3 |
Salient Private Client, LLC | 3 | 3 | 0.06% | 0.66% | 0.96% | Q1 2018 | Q3 2018 | 3 |
EMG Holdings, L.P. | 3 | 3 | 0.06% | 0.10% | 0.19% | Q3 2021 | Q1 2022 | 3 |
State of Wyoming | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Douglass Winthrop Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Gibson Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2012 | Q4 2012 | 3 |
Linscomb & Williams, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 1.28% | 1.50% | 1.70% | Q1 2019 | Q3 2019 | 3 |
Counterpoint Mutual Funds LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q1 2022 | Q2 2023 | 3 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 3 | 3 | 1.15% | 1.75% | 2.66% | Q1 2021 | Q3 2021 | 3 |
Citizens Business Bank | 3 | 3 | 0.08% | 0.12% | 0.20% | Q2 2015 | Q4 2015 | 3 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2014 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.12% | 0.14% | 0.17% | Q4 2018 | Q2 2019 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SpiderRock Advisors, LLC | 2 | 2 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q2 2017 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.31% | 0.45% | 0.54% | Q4 2013 | Q3 2014 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Capital Wealth Planning, LLC | 1 | 1 | 0.16% | 0.38% | 0.58% | Q2 2013 | Q4 2014 | 3 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q4 2020 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 0.02% | 0.04% | 0.04% | Q2 2023 | Q4 2023 | 3 |
Pointe Capital Management LLC | 2 | 1 | 0.31% | 0.35% | 0.37% | Q2 2016 | Q1 2017 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.02% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 3 |
Zimmer Partners, LP | 3 | 3 | 0.17% | 0.38% | 0.53% | Q3 2015 | Q1 2016 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Castleton Investment Management LLC | 2 | 2 | 1.79% | 2.16% | 2.52% | Q4 2018 | Q1 2019 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.02% | 0.06% | 0.08% | Q3 2014 | Q2 2015 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.58% | 0.60% | 0.62% | Q1 2015 | Q2 2015 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2018 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 0.29% | 0.31% | 0.32% | Q1 2015 | Q2 2015 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SG3 Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2020 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2021 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2022 | 2 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 2 |
Hartree Partners, LP | 2 | 2 | 0.06% | 0.19% | 0.31% | Q3 2021 | Q4 2021 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q2 2016 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 2.46% | 2.58% | 2.69% | Q3 2018 | Q4 2018 | 2 |
ARGENT TRUST COMPANY, N.A. | 2 | 2 | 6.12% | 6.21% | 6.30% | Q2 2015 | Q3 2015 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 2 |
Argentus Capital Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 2 |
Abacus Planning Group, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2018 | Q1 2019 | 2 |
FolioMetrix LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.09% | 0.21% | 0.33% | Q2 2021 | Q2 2021 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2017 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
NATIONAL PENN INVESTORS TRUST CO /PA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2018 | 2 |
JFG Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.11% | 0.15% | 0.18% | Q1 2018 | Q2 2018 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q2 2017 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2017 | 2 |
Avion Wealth | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
MARK ASSET MANAGEMENT LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.16% | 0.26% | 0.37% | Q2 2016 | Q3 2016 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Teilinger USA, Inc. | 1 | 1 | 47.34% | 47.34% | 47.34% | Q3 2015 | Q3 2015 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
RFG Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Tejara Capital Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SG Capital Management LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2022 | Q3 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2015 | Q2 2015 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2021 | Q2 2021 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2015 | Q1 2015 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q2 2017 | Q2 2017 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
Sculptor Capital LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2018 | Q2 2018 | 1 |
Forward Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2016 | Q4 2016 | 1 |
Caprock Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Asio Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own GENESIS ENERGY L P or have owned GENESIS ENERGY L P in the past.