Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 123 |
BARCLAYS PLC | 27 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 88 |
Citadel Advisors | 32 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 70 |
CITIGROUP INC | 33 | 2 | 0.00% | 0.14% | 0.44% | Q2 2013 | Q3 2023 | 61 |
Cutler Group LLC / CA | 21 | 5 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 61 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 51 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FISHMAN JAY A LTD/MI | 42 | 42 | 0.36% | 1.27% | 2.86% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Icahn Capital | 42 | 42 | 24.37% | 45.38% | 70.43% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
OPPENHEIMER & CO INC | 23 | 18 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Texas Yale Capital Corp. | 40 | 40 | 0.13% | 0.44% | 1.28% | Q2 2013 | Q1 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 40 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
B. Riley Wealth Advisors, Inc. | 38 | 38 | 0.01% | 0.11% | 0.26% | Q2 2014 | Q3 2023 | 38 |
PEAK6 Group LLC | 8 | 3 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2018 | 37 |
Cambridge Investment Research Advisors, Inc. | 35 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 31 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 35 |
CIBC Asset Management Inc | 34 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2022 | 35 |
GROUP ONE TRADING, L.P. | 17 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 34 |
Walleye Trading LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 34 |
Cranbrook Wealth Management, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Plante Moran Financial Advisors, LLC | 23 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 32 |
Janney Montgomery Scott LLC | 23 | 9 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
Spot Trading L.L.C | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 32 |
GUGGENHEIM CAPITAL LLC | 27 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 31 |
DEUTSCHE BANK AG\ | 30 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 31 |
Focused Wealth Management, Inc | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
FIFTH THIRD BANCORP | 27 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 29 |
BROWN BROTHERS HARRIMAN & CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 13 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.14% | Q4 2015 | Q3 2023 | 28 |
Moors & Cabot, Inc. | 28 | 28 | 0.03% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
STIFEL FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 25 |
MOODY NATIONAL BANK TRUST DIVISION | 25 | 25 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2023 | 25 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 24 | 1 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q2 2023 | 25 |
Bramshill Investments, LLC | 25 | 25 | 0.01% | 0.36% | 0.95% | Q2 2017 | Q2 2023 | 25 |
Winslow, Evans & Crocker, Inc. | 14 | 11 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q4 2020 | 25 |
IPG Investment Advisors LLC | 15 | 9 | 0.07% | 0.10% | 0.15% | Q4 2014 | Q4 2020 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.17% | 0.28% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Horizon Kinetics | 23 | 23 | 0.00% | 4.54% | 5.90% | Q2 2013 | Q4 2018 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisors LLC | 23 | 23 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 20 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 23 |
Round Hill Asset Management | 14 | 2 | 0.24% | 0.86% | 1.21% | Q4 2016 | Q3 2023 | 23 |
Financial Advocates Investment Management | 22 | 22 | 0.03% | 0.11% | 0.34% | Q4 2017 | Q1 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 22 |
Private Advisor Group, LLC | 20 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2023 | 22 |
AMERICAN NATIONAL INSURANCE CO | 21 | 21 | 0.01% | 0.04% | 0.11% | Q1 2017 | Q1 2022 | 21 |
WealthTrust-Arizona, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2018 | 21 |
Lee Financial Co | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
American National Registered Investment Advisor, Inc. | 21 | 21 | 0.09% | 0.19% | 0.36% | Q1 2017 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 21 |
Old West Investment Management, LLC | 20 | 20 | 0.21% | 0.66% | 1.10% | Q2 2018 | Q1 2023 | 20 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 20 |
BALDWIN BROTHERS LLC/MA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 20 |
HighTower Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2023 | 19 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.01% | 0.09% | Q1 2015 | Q3 2023 | 19 |
American Portfolios Advisors | 15 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 19 |
Raymond James Financial Services Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
CENTAURUS FINANCIAL, INC. | 17 | 1 | 0.03% | 0.09% | 0.16% | Q2 2018 | Q1 2023 | 18 |
MAD RIVER INVESTORS | 18 | 18 | 4.27% | 8.34% | 10.53% | Q2 2013 | Q3 2017 | 18 |
FIRST MANHATTAN CO. LLC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 18 |
GABELLI FUNDS LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 18 |
AGF Investments LLC | 16 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q1 2022 | 18 |
AdvisorNet Financial, Inc | 16 | 1 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Mirae Asset Global Investments Co., Ltd. | 14 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 17 |
GLENMEDE TRUST CO NA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 17 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2020 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 17 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 17 | 17 | 0.37% | 1.46% | 3.89% | Q1 2019 | Q1 2023 | 17 |
FMR LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 16 | 16 | 0.03% | 0.19% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
Renaissance Technologies | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2019 | 16 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 16 |
HSBC HOLDINGS PLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
Commonwealth Equity Services, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 16 |
Samalin Investment Counsel, LLC | 15 | 15 | 0.12% | 0.36% | 0.71% | Q4 2019 | Q2 2023 | 15 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2020 | 15 |
Moloney Securities Asset Management, LLC | 7 | 1 | 0.03% | 0.07% | 0.13% | Q4 2016 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Prospera Financial Services Inc | 9 | 2 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q2 2023 | 14 |
Clearstead Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.05% | 0.13% | Q3 2017 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 14 |
D.A. DAVIDSON & CO. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FIRST TRUST ADVISORS LP | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 7 | 6 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 13 | 0.03% | 0.06% | 0.12% | Q2 2014 | Q2 2017 | 13 |
Parallel Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
NATIONAL PLANNING CORP | 13 | 13 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q2 2016 | 13 |
Baldwin Investment Management, LLC | 13 | 13 | 0.04% | 0.13% | 0.20% | Q2 2018 | Q2 2021 | 13 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Allen Investment Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2017 | 12 |
Charles Schwab Investment Advisory, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2017 | 12 |
Rafferty Asset Management, LLC | 6 | 1 | 0.02% | 0.06% | 0.15% | Q3 2016 | Q3 2020 | 12 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Vantage Investment Advisors, LLC | 11 | 11 | 0.00% | 0.05% | 0.08% | Q1 2014 | Q3 2016 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MCKINLEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.05% | 0.10% | 0.17% | Q4 2016 | Q2 2019 | 11 |
STRATEGIC WEALTH MANAGEMENT INC | 11 | 11 | 1.45% | 2.01% | 3.05% | Q2 2019 | Q4 2021 | 11 |
Beacon Harbor Wealth Advisors, Inc. | 7 | 4 | 0.08% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.17% | 1.05% | 2.98% | Q4 2015 | Q2 2018 | 11 |
Valentine Capital Asset Management, Inc. | 11 | 11 | 0.33% | 0.89% | 1.78% | Q2 2013 | Q4 2015 | 11 |
BDO Wealth Advisors, LLC | 8 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.10% | 0.42% | 0.97% | Q2 2013 | Q4 2015 | 11 |
Corbenic Partners LLC | 9 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 11 |
Sheaff Brock Investment Advisors, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2023 | 11 |
SANDERS MORRIS HARRIS LLC | 11 | 11 | 0.10% | 0.95% | 1.76% | Q1 2016 | Q3 2018 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Global X Management CO LLC | 10 | 10 | 0.00% | 0.15% | 0.42% | Q1 2016 | Q2 2018 | 10 |
OneDigital Investment Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
Financial Architects, Inc | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2018 | 10 |
TimeScale Financial, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 10 |
Diligent Investors, LLC | 10 | 10 | 0.38% | 0.64% | 0.92% | Q4 2014 | Q1 2017 | 10 |
QCI ASSET MANAGEMENT INC/NY | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 10 |
EMFO, LLC | 10 | 10 | 0.27% | 0.68% | 0.97% | Q2 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
CHELSEA COUNSEL CO | 10 | 10 | 0.09% | 0.11% | 0.15% | Q1 2014 | Q2 2016 | 10 |
AllSquare Wealth Management LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.03% | 0.09% | 0.14% | Q4 2013 | Q4 2015 | 9 |
Halpern Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Welch Group, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 |
WEST CHESTER CAPITAL ADVISORS, INC | 9 | 9 | 0.32% | 0.60% | 1.05% | Q2 2013 | Q2 2015 | 9 |
MEANS INVESTMENT CO., INC. | 6 | 6 | 0.00% | 0.15% | 0.35% | Q4 2018 | Q1 2020 | 9 |
BT Wealth Management LLC | 9 | 9 | 0.08% | 0.27% | 0.40% | Q4 2018 | Q4 2020 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.20% | 0.40% | 0.57% | Q3 2021 | Q3 2023 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.07% | 0.12% | 0.16% | Q1 2014 | Q1 2016 | 9 |
CAPTRUST FINANCIAL ADVISORS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 9 |
Wealthspire Advisors, L.P. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 9 |
Zebra Capital Management LLC | 6 | 2 | 0.28% | 0.47% | 0.73% | Q2 2013 | Q3 2015 | 8 |
Regal Investment Advisors LLC | 6 | 2 | 0.00% | 0.16% | 0.26% | Q2 2013 | Q3 2015 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 8 |
AMERICAN ASSET MANAGEMENT INC. | 8 | 8 | 0.30% | 0.42% | 0.50% | Q1 2018 | Q4 2019 | 8 |
Wealthcare Advisory Partners LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 8 |
Sovereign Financial Group, Inc. | 6 | 2 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q1 2023 | 8 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 8 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 8 | 8 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 8 |
Transamerica Financial Advisors, Inc. | 8 | 8 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q1 2016 | 8 |
Gradient Investments LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Spire Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Herold Advisors, Inc. | 7 | 7 | 0.10% | 0.13% | 0.15% | Q3 2021 | Q1 2023 | 7 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.04% | 0.14% | Q4 2020 | Q3 2023 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2015 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.11% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q2 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2015 | 7 |
SVB WEALTH LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 7 |
Wagner Wealth Management, LLC | 3 | 2 | 0.00% | 0.06% | 0.21% | Q4 2017 | Q3 2022 | 7 |
WASHINGTON TRUST Co | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 7 |
CLINTON GROUP INC | 5 | 1 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q1 2017 | 7 |
STEPHENS INC /AR/ | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Segment Wealth Management, LLC | 5 | 1 | 0.07% | 0.12% | 0.21% | Q3 2013 | Q1 2015 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Catalyst Capital Advisors LLC | 4 | 2 | 0.00% | 0.12% | 0.41% | Q2 2013 | Q2 2015 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Cladis Investment Advisory, LLC | 6 | 6 | 0.21% | 0.29% | 0.37% | Q4 2021 | Q1 2023 | 6 |
O'ROURKE & COMPANY, Inc | 6 | 6 | 0.21% | 0.24% | 0.26% | Q4 2021 | Q1 2023 | 6 |
BB&T SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2019 | 6 |
Arete Wealth Advisors, LLC | 6 | 6 | 0.10% | 0.17% | 0.19% | Q3 2016 | Q4 2017 | 6 |
Anchor Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 6 | 6 | 0.20% | 0.28% | 0.37% | Q1 2022 | Q2 2023 | 6 |
Waterfront Wealth Inc. | 6 | 6 | 0.07% | 0.14% | 0.23% | Q4 2020 | Q1 2022 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
B. Riley Wealth Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2022 | 6 |
Arlington Partners LLC | 5 | 1 | 0.24% | 0.51% | 0.72% | Q4 2017 | Q2 2019 | 6 |
Cornell Pochily Investment Advisors, Inc. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 6 |
WHITTIER TRUST CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q4 2020 | 6 |
Carnegie Capital Asset Management, LLC | 5 | 1 | 0.02% | 0.05% | 0.06% | Q3 2014 | Q3 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Equitable Holdings, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Seaport Global Advisors, LLC | 6 | 6 | 0.01% | 0.49% | 1.34% | Q1 2022 | Q2 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
NATIONAL BANK OF CANADA /FI/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.18% | 0.49% | Q1 2015 | Q3 2016 | 5 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
SG3 Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q1 2017 | 5 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Russell Investments Group, Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Evanson Asset Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2015 | 5 |
Fortitude Advisory Group L.L.C. | 5 | 5 | 0.12% | 0.19% | 0.24% | Q4 2021 | Q4 2022 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 5 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2021 | 5 |
Ameritas Advisory Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Newfound Research LLC | 3 | 2 | 0.08% | 0.17% | 0.26% | Q4 2020 | Q3 2022 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.03% | 0.09% | 0.23% | Q3 2022 | Q3 2023 | 5 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Cetera Investment Advisers | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 5 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.15% | 0.46% | 0.65% | Q4 2022 | Q3 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Jump Financial, LLC | 2 | 2 | 0.02% | 0.14% | 0.21% | Q3 2021 | Q4 2022 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Triumph Capital Management | 4 | 4 | 0.14% | 0.24% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Ionic Capital Management LLC | 2 | 2 | 0.09% | 0.53% | 1.62% | Q2 2023 | Q3 2023 | 4 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Private Capital Advisors, Inc. | 4 | 4 | 0.54% | 1.27% | 1.93% | Q4 2022 | Q3 2023 | 4 |
Thomasville National Bank | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2021 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2013 | Q3 2014 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.08% | 0.21% | Q3 2017 | Q2 2019 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
CapWealth Advisors, LLC | 4 | 4 | 0.27% | 0.51% | 0.67% | Q1 2016 | Q4 2016 | 4 |
Carmel Capital Partners, LLC | 4 | 4 | 0.23% | 0.29% | 0.32% | Q2 2022 | Q1 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.25% | 0.55% | 0.92% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Ballew Advisors, Inc | 4 | 4 | 0.02% | 0.08% | 0.24% | Q4 2017 | Q3 2018 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 4 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
MAI Capital Management | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 4 |
SYNOVUS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Capital Impact Advisors, LLC | 4 | 4 | 0.02% | 0.38% | 0.52% | Q1 2022 | Q4 2022 | 4 |
Veritable, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2017 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.10% | 0.28% | Q1 2016 | Q3 2023 | 3 |
Paragon Capital Management Ltd | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Commonwealth Financial Services, LLC | 3 | 3 | 0.31% | 0.34% | 0.38% | Q1 2015 | Q3 2015 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 3 |
PROFFITT & GOODSON INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.05% | Q1 2019 | Q1 2020 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 3 | 0.04% | 0.07% | 0.10% | Q3 2014 | Q1 2015 | 3 |
JBF Capital, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Belmont Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2022 | Q3 2022 | 3 |
JEPPSON WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q3 2022 | Q1 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q4 2016 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Northstar Group, Inc. | 3 | 3 | 0.16% | 0.18% | 0.22% | Q4 2014 | Q2 2015 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.08% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
FORA Capital, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Minot Wealth Management LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Stanford Investment Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
NTB Financial Corp | 3 | 3 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Lehman Financial Resources, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
SG Americas Securities, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q1 2016 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.08% | 0.16% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Atria Wealth Solutions, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 3 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Boyle Capital Management, L.L.C. | 1 | 1 | 0.37% | 1.40% | 2.44% | Q2 2015 | Q3 2016 | 2 |
KG&L Capital Management,LLC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Retirement Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Kalos Management, Inc. | 2 | 2 | 0.92% | 0.97% | 1.02% | Q4 2015 | Q1 2016 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Ulrich Consultants & Investment Group, LLC | 2 | 2 | 3.71% | 4.61% | 5.52% | Q2 2022 | Q3 2022 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Tevis Investment Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q4 2014 | Q1 2015 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
NATIXIS | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.40% | 0.62% | Q3 2014 | Q4 2014 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CERTUITY, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BKS ADVISORS, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 2 |
DREMAN VALUE MANAGEMENT, L L C | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q1 2015 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Cannell Capital | 2 | 2 | 0.15% | 0.21% | 0.27% | Q3 2013 | Q4 2013 | 2 |
Coe Capital Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2016 | Q2 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Warther Private Wealth, LLC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q2 2021 | Q3 2021 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Capasso Planning Partners LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q1 2022 | 2 |
USCA RIA LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q3 2013 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2023 | Q3 2023 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2014 | Q2 2014 | 2 |
DOWLING & YAHNKE LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q2 2015 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2013 | Q1 2014 | 2 |
Mraz, Amerine & Associates, Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2020 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.70% | 1.55% | 2.39% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q3 2015 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
L & S Advisors Inc | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2018 | Q2 2018 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2013 | Q3 2013 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GoldenTree Asset Management | 2 | 2 | 1.26% | 1.34% | 1.41% | Q2 2013 | Q3 2013 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
COMMONWEALTH BANK OF AUSTRALIA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
RAIFF PARTNERS INC | 1 | 1 | 0.80% | 1.70% | 2.59% | Q3 2013 | Q3 2014 | 2 |
DEERE & CO | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.10% | 0.17% | 0.23% | Q1 2023 | Q2 2023 | 2 |
State of Wyoming | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.07% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOLTON LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 2 |
Sound Point Capital Management, LP | 2 | 2 | 1.73% | 2.26% | 2.79% | Q3 2016 | Q4 2016 | 2 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
FourWorld Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Dominick & Dominick LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Olympiad Research LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Jenkins Wealth | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2013 | Q4 2013 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2014 | Q3 2014 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2013 | Q4 2013 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
ING GROEP NV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2016 | Q1 2016 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
SAB CAPITAL MANAGEMENT LP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2013 | Q4 2013 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Centric Wealth Management | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Elgethun Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Cordasco Financial Network | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CHOREO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MCGLINN CAPITAL MANAGEMENT INC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2013 | Q2 2013 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own ICAHN ENTERPRISES LP or have owned ICAHN ENTERPRISES LP in the past.