Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
GOLDMAN SACHS GROUP INC | 35 | 35 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Muzinich & Co., Inc. | 35 | 35 | 0.93% | 3.02% | 5.23% | Q1 2015 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
UBS Group AG | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Invesco Ltd. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
VAN ECK ASSOCIATES CORP | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
ROYAL BANK OF CANADA | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Highlander Capital Management, LLC | 33 | 33 | 0.04% | 0.06% | 0.10% | Q3 2015 | Q3 2023 | 33 |
MCKINLEY CAPITAL MANAGEMENT LLC | 32 | 32 | 0.07% | 0.25% | 0.54% | Q4 2015 | Q3 2023 | 32 |
Texas Yale Capital Corp. | 32 | 32 | 0.03% | 0.17% | 0.26% | Q4 2015 | Q3 2023 | 32 |
GUGGENHEIM CAPITAL LLC | 32 | 32 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
ROTHSCHILD INVESTMENT LLC /IL | 32 | 32 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 32 | 32 | 0.04% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 22 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 31 |
Stratos Wealth Partners, LTD. | 20 | 11 | 0.02% | 0.24% | 1.15% | Q2 2015 | Q3 2023 | 31 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Private Advisor Group, LLC | 30 | 30 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Citadel Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 30 |
Greenwich Investment Management, Inc. | 21 | 8 | 0.24% | 2.32% | 5.49% | Q3 2015 | Q3 2023 | 29 |
CITIGROUP INC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 29 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 29 | 29 | 0.02% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 29 |
JPMORGAN CHASE & CO | 27 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
Sterling Investment Advisors, Ltd. | 27 | 27 | 0.05% | 0.58% | 1.21% | Q4 2016 | Q2 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
HSBC HOLDINGS PLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 25 |
Advisory Services Network, LLC | 13 | 12 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Creative Planning | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 25 |
Cliffwater LLC | 24 | 24 | 0.30% | 1.43% | 2.67% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 14 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 24 |
Regal Investment Advisors LLC | 12 | 1 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 24 | 24 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Advisors Asset Management, Inc. | 14 | 10 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
NEW ENGLAND ASSET MANAGEMENT INC | 23 | 23 | 0.02% | 0.03% | 0.12% | Q3 2015 | Q1 2021 | 23 |
MML INVESTORS SERVICES, LLC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
LPL Financial LLC | 15 | 8 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 23 |
Monument Capital Management | 23 | 23 | 0.09% | 0.44% | 0.89% | Q4 2017 | Q2 2023 | 23 |
Azimuth Capital Management LLC | 22 | 22 | 0.11% | 0.20% | 0.28% | Q4 2016 | Q1 2022 | 22 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Barnett & Company, Inc. | 22 | 22 | 0.02% | 0.86% | 1.66% | Q3 2016 | Q4 2021 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 20 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 8 | 5 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 20 |
BANK OF MONTREAL /CAN/ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2021 | 19 |
SALZHAUER MICHAEL | 17 | 17 | 0.17% | 0.53% | 0.90% | Q2 2015 | Q2 2019 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
1834 INVESTMENT ADVISORS CO | 9 | 9 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2022 | 18 |
TCW GROUP INC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2019 | 18 |
Quadrant Private Wealth Management, LLC | 14 | 4 | 0.10% | 0.81% | 1.50% | Q1 2019 | Q3 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 18 | 18 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q4 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 16 | 1 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
CIBC WORLD MARKET INC. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2020 | 18 |
Versant Capital Management, Inc | 13 | 5 | 0.00% | 0.26% | 0.68% | Q3 2017 | Q4 2023 | 18 |
Virtus ETF Advisers LLC | 18 | 18 | 0.17% | 0.35% | 0.74% | Q2 2019 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 17 | 17 | 0.02% | 0.05% | 0.14% | Q1 2015 | Q1 2019 | 17 |
ADVISORY RESEARCH INC | 17 | 17 | 0.01% | 0.04% | 0.13% | Q1 2015 | Q1 2019 | 17 |
COLONY GROUP LLC | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
AMERIPRISE FINANCIAL INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Blume Capital Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ANCHOR CAPITAL ADVISORS LLC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q4 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Kovack Advisors, Inc. | 12 | 2 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 11 | 3 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 14 |
Physician Wealth Advisors, Inc. | 9 | 5 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 8 | 6 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 14 |
DAVENPORT & Co LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 13 |
PineBridge Investments, L.P. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 13 |
Lido Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 13 |
CCG WEALTH MANAGEMENT, LLC | 11 | 2 | 0.16% | 0.28% | 0.52% | Q4 2018 | Q2 2023 | 13 |
HARVEST CAPITAL MANAGEMENT INC | 12 | 12 | 0.85% | 1.08% | 1.35% | Q3 2016 | Q2 2019 | 12 |
IFP Advisors, Inc | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 12 |
Arkadios Wealth Advisors | 12 | 12 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q4 2023 | 12 |
Advisors Capital Management, LLC | 10 | 1 | 0.01% | 0.18% | 0.27% | Q3 2017 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
TOWNSQUARE CAPITAL LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cohen Capital Management, Inc. | 12 | 12 | 0.24% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Parallel Advisors, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
QP WEALTH MANAGEMENT, LLC | 12 | 12 | 2.21% | 3.02% | 3.80% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 12 |
DOLIVER ADVISORS, LP | 12 | 12 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q4 2023 | 12 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2018 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Frontier Wealth Management LLC | 6 | 6 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q2 2022 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Nicholas Hoffman & Company, LLC. | 12 | 12 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Concentrum Wealth Management | 12 | 12 | 0.10% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Cynosure Group, LLC | 11 | 11 | 0.93% | 4.62% | 6.91% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Homrich & Berg | 7 | 4 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q3 2021 | 11 |
FIRST FOUNDATION ADVISORS | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Key FInancial Inc | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Claybrook Capital, LLC | 9 | 2 | 0.25% | 0.41% | 0.53% | Q4 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.12% | 0.20% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Crewe Advisors LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
CERTUITY, LLC | 11 | 11 | 0.05% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Arcus Capital Partners, LLC | 11 | 11 | 0.40% | 2.97% | 4.71% | Q1 2021 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 9 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 11 |
CLOUGH CAPITAL PARTNERS L P | 11 | 11 | 0.04% | 0.07% | 0.20% | Q1 2015 | Q3 2017 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.04% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GREAT LAKES ADVISORS, LLC | 11 | 11 | 0.02% | 0.07% | 0.19% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2020 | 10 |
Lucia Wealth Services, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2020 | 10 |
Radnor Financial Advisors, LLC | 10 | 10 | 0.49% | 1.33% | 2.85% | Q4 2019 | Q1 2022 | 10 |
MANCHESTER FINANCIAL INC | 10 | 10 | 0.05% | 4.27% | 6.48% | Q4 2018 | Q1 2021 | 10 |
White Pine Investment CO | 10 | 10 | 0.24% | 0.52% | 0.68% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
HHM Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
MILLENNIUM MANAGEMENT LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.05% | 0.14% | 0.49% | Q2 2016 | Q3 2018 | 10 |
Wealth Architects, LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Ancora Advisors LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Wealth Alliance | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
STEPHENS INC /AR/ | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CIBC Private Wealth Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 10 |
Cerity Partners LLC | 10 | 10 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Meridian Wealth Management, LLC | 10 | 10 | 0.21% | 0.32% | 0.46% | Q2 2021 | Q3 2023 | 10 |
GREENLEAF TRUST | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Clarus Group, Inc. | 10 | 10 | 0.12% | 0.20% | 0.35% | Q2 2021 | Q3 2023 | 10 |
SHIKIAR ASSET MANAGEMENT INC | 7 | 3 | 0.06% | 0.61% | 1.68% | Q1 2021 | Q3 2023 | 10 |
STEELHEAD PARTNERS LLC | 6 | 4 | 0.01% | 0.09% | 0.21% | Q4 2015 | Q3 2018 | 10 |
Day & Ennis, LLC | 10 | 10 | 0.10% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
LSV ASSET MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CFO4Life Group, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 9 |
ARES MANAGEMENT LLC | 4 | 2 | 0.05% | 0.15% | 0.29% | Q2 2016 | Q3 2023 | 9 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.84% | 1.13% | 1.57% | Q4 2021 | Q4 2023 | 9 |
BARCLAYS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 9 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.07% | 0.16% | Q3 2017 | Q1 2023 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.03% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
JOYN Advisors, Inc. | 9 | 9 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q1 2020 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 8 |
Neuberger Berman Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 0.49% | 0.70% | 0.87% | Q4 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.17% | 0.24% | 0.39% | Q4 2021 | Q3 2023 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.32% | 0.75% | 1.38% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FRANKLIN STREET ADVISORS INC /NC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
West Family Investments, Inc. | 6 | 1 | 0.26% | 0.77% | 1.12% | Q1 2015 | Q2 2017 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARK CIRCLE Co | 8 | 8 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.14% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2018 | 8 |
FinTrust Capital Advisors, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 1.06% | 1.66% | 1.97% | Q4 2021 | Q3 2023 | 8 |
OLYMPUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.20% | 0.28% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Mirae Asset Global Investments Co., Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 6 | 1 | 0.14% | 0.22% | 0.27% | Q4 2017 | Q3 2020 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.13% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 8 |
Foresight Wealth Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.07% | 0.13% | 0.24% | Q4 2019 | Q3 2021 | 8 |
CORRADO ADVISORS, LLC | 8 | 8 | 0.22% | 0.31% | 0.33% | Q1 2015 | Q4 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Greytown Advisors Inc. | 7 | 7 | 0.09% | 0.18% | 0.33% | Q4 2021 | Q2 2023 | 7 |
Autumn Glory Partners, LLC | 6 | 1 | 0.36% | 0.74% | 1.07% | Q4 2021 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Wellington Shields & Co., LLC | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Brookstone Capital Management | 7 | 7 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q1 2023 | 7 |
Strategic Wealth Partners, Ltd. | 6 | 1 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q1 2023 | 7 |
BEAM WEALTH ADVISORS, INC. | 7 | 7 | 0.14% | 0.21% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.08% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
CNO Financial Group, Inc. | 7 | 7 | 2.17% | 8.44% | 15.66% | Q1 2018 | Q3 2019 | 7 |
PURSUE WEALTH PARTNERS LLC | 7 | 7 | 5.42% | 6.43% | 7.40% | Q1 2022 | Q3 2023 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SHELTON CAPITAL MANAGEMENT | 7 | 7 | 0.03% | 0.05% | 0.08% | Q3 2017 | Q1 2019 | 7 |
GAMCO INVESTORS, INC. ET AL | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q4 2022 | 7 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 3 | 1 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
M Holdings Securities, Inc. | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Onex Canada Asset Management Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.45% | 1.41% | 1.82% | Q4 2015 | Q1 2017 | 6 |
NATIXIS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cetera Investment Advisers | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Circle Wealth Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
STRS OHIO | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 6 |
WFG Advisors, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.26% | 0.29% | 0.32% | Q1 2021 | Q1 2022 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
GOODWIN DANIEL L | 5 | 5 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q1 2023 | 5 |
SP Asset Management | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 5 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MSI Financial Services Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
FNY Investment Advisers, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.46% | 0.57% | 0.86% | Q4 2020 | Q4 2021 | 4 |
GSA CAPITAL PARTNERS LLP | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2016 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 4 |
Sweet Financial Partners, LLC | 4 | 4 | 0.14% | 0.17% | 0.24% | Q4 2021 | Q3 2022 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2015 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q4 2022 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.12% | 0.17% | Q2 2019 | Q1 2020 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 0.17% | 0.26% | 0.36% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.19% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.92% | 1.10% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q4 2021 | 4 |
BlackRock Group LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Financial Alternatives, Inc | 4 | 4 | 1.03% | 1.10% | 1.16% | Q4 2022 | Q3 2023 | 4 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 4 | 4 | 0.16% | 0.17% | 0.18% | Q3 2021 | Q2 2022 | 4 |
Glovista Investments LLC | 4 | 4 | 0.09% | 0.38% | 0.53% | Q1 2019 | Q4 2019 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
TODD ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Adams Asset Advisors, LLC | 4 | 4 | 0.24% | 0.30% | 0.37% | Q4 2022 | Q3 2023 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Boyle Capital Management, L.L.C. | 3 | 3 | 0.28% | 0.47% | 0.82% | Q2 2015 | Q4 2015 | 3 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2020 | Q3 2020 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q4 2021 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.08% | 0.24% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 3 |
BRR OpCo, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Centric Wealth Management | 2 | 1 | 0.25% | 0.37% | 0.60% | Q2 2020 | Q1 2021 | 3 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
Radcliffe Capital Management, L.P. | 3 | 3 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 3 |
Callodine Capital Management, LP | 3 | 3 | 0.40% | 1.14% | 1.83% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Oakworth Capital, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Three Bridge Wealth Advisors, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
True North Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Brown Shipley& Co Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 2 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Glenview Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.01% | 0.05% | 0.08% | Q1 2020 | Q2 2020 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 2 |
MAS Advisors LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Partners Group Holding AG | 2 | 2 | 0.20% | 0.41% | 0.62% | Q2 2018 | Q3 2018 | 2 |
Canal Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2020 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Privium Fund Management (UK) Ltd | 2 | 2 | 0.65% | 0.76% | 0.87% | Q2 2023 | Q3 2023 | 2 |
Sigma Planning Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Cipher Capital LP | 1 | 1 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 2 |
Atom Investors LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Prossimo Advisors, LLC | 2 | 2 | 0.20% | 0.36% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2020 | 2 |
Virtus Investment Advisers, Inc. | 2 | 2 | 0.15% | 0.23% | 0.32% | Q2 2023 | Q3 2023 | 2 |
GRIES FINANCIAL LLC | 1 | 1 | 0.39% | 0.40% | 0.41% | Q1 2021 | Q3 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Monashee Investment Management LLC | 1 | 1 | 0.12% | 0.58% | 1.04% | Q1 2015 | Q1 2023 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Starfire Investment Advisers, Inc. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2016 | Q3 2016 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
MQS Management LLC | 1 | 1 | 0.18% | 0.28% | 0.37% | Q3 2022 | Q1 2023 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.01% | 0.08% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealthcare Advisory Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Azimuth Capital Investment Management LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2022 | Q3 2022 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.13% | 0.17% | 0.21% | Q1 2022 | Q2 2022 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
WFA of San Diego, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Indaba Capital Management, L.P. | 1 | 1 | 6.55% | 6.55% | 6.55% | Q1 2015 | Q1 2015 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HawsGoodwin Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NORGES BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
AXS Investments LLC | 1 | 1 | 4.45% | 4.45% | 4.45% | Q3 2021 | Q3 2021 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Leap Investments LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Zuckerman Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Wildcat Capital Management, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2016 | Q1 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Birch Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Kula Investments, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lorne Steinberg Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cruiser Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own GOLDMAN SACHS BDC INC or have owned GOLDMAN SACHS BDC INC in the past.