KAYNE ANDERSON MLP INVT CO shareholder history

Current and past KAYNE ANDERSON MLP INVT CO shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1910.00%0.00%0.00%Q2 2014Q3 202368
Citadel Advisors 1230.00%0.00%0.00%Q4 2016Q3 202360
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202343
CITIGROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
BARD ASSOCIATES INC 42420.04%0.25%0.67%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.02%0.04%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.03%0.08%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.00%0.01%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.06%0.15%0.42%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.09%Q2 2013Q3 202342
TSP Capital Management Group, LLC 42420.26%1.00%2.08%Q2 2013Q3 202342
HighTower Advisors, LLC 42420.00%0.03%0.15%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.00%0.57%1.60%Q2 2013Q3 202342
COMMERCE BANK 42420.00%0.01%0.04%Q2 2013Q3 202342
SIT INVESTMENT ASSOCIATES INC 42420.00%0.28%0.93%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.09%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.03%0.08%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.28%1.16%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.00%0.04%0.81%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.02%0.04%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.03%0.91%4.54%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.00%0.06%0.23%Q2 2013Q3 202342
OPTIMUM INVESTMENT ADVISORS 3470.00%0.16%0.62%Q3 2013Q4 202341
Raymond James Financial Services Advisors, Inc. 27140.00%0.03%0.11%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.00%0.02%0.09%Q3 2013Q3 202341
Invesco Ltd. 40400.00%0.00%0.01%Q2 2013Q1 202340
Cutler Group LLC / CA 910.00%0.00%0.01%Q4 2015Q1 202340
B. Riley Wealth Advisors, Inc. 40400.01%0.09%0.24%Q4 2013Q3 202340
TCTC Holdings, LLC 23160.03%0.25%0.67%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
NWAM LLC 3110.01%0.12%0.19%Q1 2013Q3 202339
LINCOLN NATIONAL CORP 38380.00%0.05%0.15%Q2 2014Q3 202338
M&R CAPITAL MANAGEMENT INC 38380.00%0.06%0.27%Q3 2014Q4 202338
ENVESTNET ASSET MANAGEMENT INC 20170.00%0.00%0.01%Q2 2013Q3 202337
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202337
MONETARY MANAGEMENT GROUP INC 13110.00%0.19%0.40%Q2 2013Q3 202336
COHEN & STEERS, INC. 2880.00%0.02%0.05%Q2 2013Q2 202336
FIRST MANHATTAN CO. LLC. 34340.00%0.00%0.00%Q2 2013Q3 202134
Private Advisor Group, LLC 2710.00%0.03%0.10%Q4 2013Q4 202233
Bison Wealth, LLC 2580.04%0.26%0.70%Q2 2015Q3 202333
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q1 2011Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 22110.00%0.10%0.38%Q2 2013Q3 202133
Creative Planning 1110.00%0.00%0.01%Q2 2013Q2 202331
BANK OF MONTREAL /CAN/ 2710.00%0.01%0.03%Q2 2013Q3 202331
Kingfisher Capital LLC 2830.19%1.08%3.51%Q2 2013Q3 202131
SCHNIEDERS CAPITAL MANAGEMENT LLC 31310.04%1.14%3.16%Q4 2013Q2 202131
Baird Financial Group, Inc. 19120.00%0.01%0.02%Q2 2015Q3 202331
Cornerstone Advisors, Inc. 30300.01%0.69%4.51%Q2 2013Q3 202030
KINGS POINT CAPITAL MANAGEMENT 2910.04%0.10%0.21%Q2 2013Q4 202030
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30300.00%1.71%3.11%Q2 2013Q3 202030
GLENMEDE TRUST CO NA 2180.00%0.00%0.01%Q2 2013Q3 202029
CLIFFORD SWAN INVESTMENT COUNSEL LLC 2630.01%0.02%0.04%Q3 2014Q2 202229
Carroll Financial Associates, Inc. 29290.00%0.00%0.02%Q4 2014Q4 202129
FIFTH THIRD BANCORP 2090.00%0.00%0.00%Q2 2013Q2 202129
First Horizon Advisors, Inc. 1510.00%0.00%0.02%Q1 2012Q4 202129
Winslow, Evans & Crocker, Inc. 29290.00%0.04%0.25%Q4 2013Q4 202029
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1210.00%0.00%0.02%Q4 2013Q3 202329
WHITTIER TRUST CO 2220.00%0.00%0.00%Q2 2013Q3 202328
Steward Partners Investment Advisory, LLC 28280.00%0.02%0.13%Q4 2016Q3 202328
SFE Investment Counsel 28280.56%2.88%4.08%Q2 2013Q1 202028
Geneos Wealth Management Inc. 2170.00%0.00%0.01%Q1 2016Q3 202328
Lee Financial Co 28280.00%0.04%0.23%Q4 2016Q3 202328
J.P. Morgan Private Wealth Advisors LLC 2210.00%0.00%0.01%Q3 2014Q3 202327
NOESIS CAPITAL MANGEMENT CORP 27270.11%0.49%1.34%Q2 2013Q4 201927
ARCADIA INVESTMENT MANAGEMENT CORP/MI 27270.00%0.04%0.16%Q2 2013Q4 201927
Parkside Investments, LLC 27270.04%1.32%4.41%Q1 2017Q3 202327
Advisory Services Network, LLC 810.00%0.01%0.04%Q4 2013Q2 202327
NEXT Financial Group, Inc 1460.00%0.01%0.03%Q2 2014Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.06%Q2 2013Q4 201927
Pointe Capital Management LLC 1910.06%0.73%1.57%Q1 2015Q1 202327
Twele Capital Management, Inc. 27270.03%1.52%3.33%Q2 2013Q4 201927
FIRST FOUNDATION ADVISORS 27270.01%0.15%0.74%Q1 2017Q3 202327
ZWJ INVESTMENT COUNSEL INC 27270.02%1.17%1.77%Q2 2013Q4 201927
Whitnell & Co. 27270.83%2.41%4.86%Q2 2013Q4 201927
CENTRAL TRUST Co 27270.00%0.00%0.01%Q2 2013Q4 201927
Coastal Bridge Advisors, LLC 27270.01%0.07%0.17%Q4 2015Q2 202227
Addison Capital Co 26260.03%0.44%1.05%Q4 2013Q1 202026
Garner Asset Management Corp 26260.38%1.16%3.07%Q2 2017Q3 202326
M&T BANK CORP 1970.00%0.00%0.01%Q3 2014Q2 202126
DAVENPORT & Co LLC 16100.00%0.00%0.01%Q2 2013Q3 202326
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 2320.00%0.01%0.12%Q4 2015Q3 202325
Westside Investment Management, Inc. 1510.00%0.00%0.02%Q4 2016Q3 202325
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 25250.11%0.88%1.95%Q2 2013Q2 201925
Shoker Investment Counsel, Inc. 25250.24%2.25%4.29%Q4 2013Q4 201925
Mosaic Family Wealth, LLC 25250.04%0.22%0.44%Q4 2015Q4 202125
BBVA USA Bancshares, Inc. 25250.02%0.26%0.52%Q2 2013Q2 201925
PIN OAK INVESTMENT ADVISORS INC 24240.15%0.72%1.77%Q4 2017Q3 202324
BHK Investment Advisors, LLC 24240.08%0.13%0.20%Q4 2017Q3 202324
AMERICAN FINANCIAL GROUP INC 24240.42%1.13%1.69%Q4 2017Q3 202324
Sterneck Capital Management, LLC 2040.15%0.40%1.66%Q2 2013Q2 202024
Bank of New York Mellon Corp 14100.00%0.00%0.00%Q2 2013Q2 201924
SIMPLEX TRADING, LLC 910.00%0.00%0.02%Q4 2014Q3 202324
Sandy Spring Bank 2110.00%0.01%0.02%Q3 2013Q2 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.02%Q4 2017Q3 202324
NORTHERN TRUST CORP 710.00%0.00%0.00%Q2 2013Q3 202324
PRUDENTIAL PLC 24240.00%0.02%0.04%Q2 2013Q1 201924
Brown Advisory Securities, LLC 23230.03%0.39%1.10%Q2 2013Q4 201823
BB&T SECURITIES, LLC 23230.01%0.03%0.05%Q1 2014Q3 201923
First Allied Advisory Services, Inc. 13100.00%0.05%0.20%Q2 2013Q3 202023
Signature Financial Management, Inc. 23230.29%11.02%26.47%Q2 2013Q4 201823
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q2 2013Q2 202323
DUNCKER STREETT & CO INC 23230.00%0.01%0.01%Q2 2013Q4 201823
Jacobi Capital Management LLC 22220.00%0.00%0.00%Q2 2016Q3 202122
Riggs Asset Managment Co. Inc. 22220.00%0.13%2.76%Q2 2015Q3 202022
DELTA ASSET MANAGEMENT LLC/TN 1040.00%0.00%0.00%Q2 2013Q3 202322
HL FINANCIAL SERVICES LLC 1840.01%0.08%0.21%Q2 2013Q1 201922
MUFG Americas Holdings Corp 21210.00%0.01%0.02%Q2 2011Q2 201621
TRUIST FINANCIAL CORP 1650.00%0.00%0.00%Q3 2015Q3 202321
USCA RIA LLC 930.02%0.08%0.16%Q2 2013Q2 202121
VECTOR WEALTH MANAGEMENT, LLC 21212.89%7.58%10.16%Q4 2011Q4 201621
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.01%0.04%Q3 2018Q3 202321
Haverford Trust Co 21210.00%0.02%0.06%Q2 2013Q2 201821
IFP Advisors, Inc 1470.00%0.01%0.01%Q4 2015Q3 202321
Citizens Business Bank 21210.06%2.83%4.07%Q4 2012Q4 201721
Brinker Capital Investments, LLC 1920.00%0.07%0.16%Q4 2015Q1 202221
Magnus Financial Group LLC 20200.02%0.13%0.28%Q4 2018Q3 202320
Vivaldi Capital Management LP 20200.02%0.08%0.46%Q4 2018Q3 202320
Lido Advisors, LLC 1820.00%0.04%0.14%Q1 2016Q4 202120
ZAZOVE ASSOCIATES LLC 1370.05%0.28%0.41%Q3 2018Q3 202320
WEDBUSH SECURITIES INC 1020.00%0.08%0.16%Q3 2013Q3 202319
ADVANTAGE INVESTMENT MANAGEMENT, LLC 19190.00%0.01%0.01%Q1 2015Q3 201919
Edge Wealth Management LLC 1420.01%0.29%0.80%Q1 2015Q3 202019
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.00%0.03%0.14%Q1 2019Q3 202319
CULLEN/FROST BANKERS, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
Benchmark Capital Advisors 19190.15%0.43%0.70%Q2 2013Q4 201719
ROBINSON CAPITAL MANAGEMENT, LLC 930.00%0.07%0.82%Q3 2016Q4 202219
Jacobus Wealth Management, Inc. 18180.54%1.00%1.61%Q2 2013Q3 201718
Rockefeller Capital Management L.P. 1530.00%0.00%0.00%Q4 2018Q3 202318
OPPENHEIMER & CO INC 1320.01%0.03%0.05%Q2 2013Q3 202318
Commonwealth Equity Services, Inc 18180.03%0.05%0.08%Q2 2013Q3 201718
TERRIL BROTHERS, INC. 18180.06%0.32%0.58%Q2 2019Q3 202318
PINNACLE FINANCIAL PARTNERS INC 1610.00%0.00%0.01%Q3 2018Q3 202318
AMERIPRISE FINANCIAL INC 18180.00%0.01%0.02%Q2 2013Q3 201718
CIBC Private Wealth Group, LLC 1110.00%0.02%0.12%Q1 2014Q2 202218
D L CARLSON INVESTMENT GROUP INC 1430.02%0.06%0.10%Q3 2014Q3 202017
CEDAR HILL ASSOCIATES, LLC 17170.60%2.08%3.26%Q4 2014Q4 201817
GROUP ONE TRADING, L.P. 910.00%0.00%0.00%Q2 2014Q3 202317
Mariner, LLC 1010.00%0.05%0.31%Q3 2015Q3 202117
Diversified Trust Co 17170.00%0.01%0.02%Q4 2016Q4 202017
PATHSTONE FAMILY OFFICE, LLC 1610.00%0.05%0.25%Q2 2013Q3 202317
American Portfolios Advisors 1610.00%0.00%0.00%Q4 2017Q3 202217
SANDERS MORRIS HARRIS LLC 1430.00%0.09%0.18%Q2 2019Q3 202317
CWM, LLC 1010.00%0.00%0.00%Q4 2015Q3 202317
Coe Capital Management, LLC 17170.22%0.42%0.53%Q4 2015Q4 201917
WFG Advisors, LP 17170.01%0.06%0.10%Q2 2013Q2 201717
Geneva Advisors, LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
RAYMOND JAMES TRUST N.A. 970.00%0.03%0.07%Q2 2013Q3 202016
ASSETMARK, INC 1510.00%0.03%0.08%Q3 2015Q2 202116
Intellectus Partners, LLC 810.03%0.05%0.11%Q4 2016Q3 202316
CREDIT SUISSE AG/ 1210.00%0.00%0.01%Q1 2013Q4 201916
WEBSTER BANK, N. A. 16160.00%0.00%0.01%Q4 2016Q3 202016
FMR LLC 810.00%0.00%0.00%Q3 2018Q2 202316
Sonora Investment Management, LLC 16160.00%0.04%0.09%Q4 2017Q3 202116
Mengis Capital Management, Inc. 1060.10%0.83%2.92%Q4 2014Q1 201916
BELLEVUE ASSET MANAGEMENT, LLC 16160.00%0.00%0.02%Q4 2019Q3 202316
Parallel Advisors, LLC 1510.00%0.00%0.00%Q1 2019Q3 202316
Pathway Financial Advisors LLC 1420.04%0.47%1.13%Q4 2017Q1 202216
SYNOVUS FINANCIAL CORP 16160.00%0.01%0.05%Q2 2013Q1 201716
WOLVERINE TRADING, LLC 310.00%0.00%0.00%Q2 2016Q4 202216
Cordasco Financial Network 1150.00%0.43%1.52%Q1 2014Q3 202116
GOLDMAN SACHS GROUP INC 1110.00%0.00%0.00%Q2 2012Q2 202016
Allen Investment Management, LLC 16160.01%0.14%0.37%Q2 2016Q1 202016
Plante Moran Financial Advisors, LLC 16160.00%0.02%0.07%Q2 2013Q1 201716
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1310.00%0.00%0.01%Q2 2014Q3 202316
WENDELL DAVID ASSOCIATES INC 1410.03%0.10%0.15%Q2 2013Q1 201715
CKW FINANCIAL GROUP 15150.00%0.00%0.01%Q4 2013Q2 201715
KEYBANK NATIONAL ASSOCIATION/OH 1230.00%0.00%0.01%Q4 2012Q1 201715
Camelot Portfolios, LLC 810.04%0.08%0.18%Q3 2018Q3 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.07%0.17%Q2 2013Q4 201615
Meridian Wealth Management, LLC 15150.17%0.35%0.49%Q1 2020Q3 202315
Platform Technology Partners 1050.06%0.27%2.54%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.01%0.01%Q2 2016Q4 201915
Kore Private Wealth LLC 15150.02%0.11%0.32%Q4 2018Q2 202215
Avion Wealth 15150.00%0.00%0.00%Q1 2020Q3 202315
Bridgewater Advisors Inc. 1130.27%0.51%1.08%Q4 2013Q3 202314
DEUTSCHE BANK AG\ 14140.00%0.00%0.01%Q3 2013Q4 201614
CREATIVE FINANCIAL DESIGNS INC /ADV 14140.00%0.00%0.00%Q2 2020Q3 202314
JNBA Financial Advisors 14140.00%0.01%0.01%Q2 2013Q3 201614
Arete Wealth Advisors, LLC 510.01%0.04%0.09%Q3 2017Q3 202314
CapWealth Advisors, LLC 760.00%0.00%0.01%Q2 2013Q3 201613
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.01%0.05%Q2 2014Q3 202313
Moors & Cabot, Inc. 1210.01%0.02%0.03%Q1 2020Q3 202313
Csenge Advisory Group 1030.01%0.07%0.30%Q3 2017Q3 202313
King Wealth Management Group 1030.10%2.34%3.54%Q2 2013Q1 201713
IHT Wealth Management, LLC 630.00%0.02%0.13%Q4 2016Q2 202113
RMB Capital Management, LLC 13130.02%0.06%0.10%Q4 2017Q4 202013
FIRST INTERSTATE BANK 13130.00%0.00%0.00%Q3 2015Q3 201813
CITY HOLDING CO 13130.00%0.01%0.01%Q4 2013Q4 201613
Covington Capital Management 13130.00%0.00%0.00%Q3 2017Q3 202013
INVESTMENT CENTERS OF AMERICA INC 760.02%0.04%0.08%Q2 2014Q3 201713
MASSMUTUAL TRUST CO FSB/ADV 610.00%0.11%0.34%Q2 2014Q1 202113
THRIVENT FINANCIAL FOR LUTHERANS 610.00%0.00%0.00%Q3 2014Q3 202313
JEPPSON WEALTH MANAGEMENT, LLC 13130.12%0.25%0.30%Q3 2020Q3 202313
THOMPSON DAVIS & CO., INC. 13130.02%0.09%0.19%Q4 2014Q4 201713
Anchor Investment Management, LLC 13130.00%0.00%0.00%Q4 2020Q4 202313
RIVERNORTH CAPITAL MANAGEMENT, LLC 1110.08%0.75%1.66%Q4 2015Q4 202013
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.00%0.01%0.03%Q3 2020Q3 202313
Oakworth Capital, Inc. 12120.00%0.00%0.01%Q4 2019Q3 202212
Thomas J. Herzfeld Advisors, Inc. 820.07%0.45%1.06%Q4 2016Q1 202112
Cetera Investment Advisers 12120.00%0.00%0.01%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
CHEMUNG CANAL TRUST CO 12120.06%0.76%1.14%Q2 2013Q1 201612
Capital Investment Advisory Services, LLC 1110.00%0.01%0.02%Q3 2019Q3 202312
Core Wealth Advisors, Inc. 12120.00%0.00%0.00%Q4 2020Q3 202312
HOLLENCREST CAPITAL MANAGEMENT 12120.01%0.02%0.02%Q4 2020Q3 202312
Cetera Advisor Networks LLC 1010.00%0.45%0.68%Q4 2013Q3 202312
WEALTHSOURCE PARTNERS, LLC 1020.01%0.01%0.02%Q2 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
REGENTATLANTIC CAPITAL LLC 12120.01%0.01%0.01%Q4 2019Q3 202212
Mirador Capital Partners LP 1110.06%0.53%0.87%Q1 2016Q4 201912
REGIONS FINANCIAL CORP 750.00%0.01%0.02%Q2 2013Q4 201812
Edgemoor Investment Advisors, Inc. 12120.09%0.12%0.16%Q4 2020Q3 202312
Cadent Capital Advisors, LLC 12120.61%2.37%4.40%Q4 2020Q3 202312
Crescent Grove Advisors, LLC 1110.01%0.92%1.62%Q2 2017Q4 202212
Quantedge Capital Pte Ltd 12121.16%2.98%8.01%Q4 2020Q3 202312
Patriot Financial Group Insurance Agency, LLC 610.00%0.00%0.01%Q4 2016Q3 202012
SkyView Investment Advisors, LLC 12120.02%0.05%0.08%Q4 2020Q3 202312
JANE STREET GROUP, LLC 310.00%0.01%0.04%Q1 2014Q4 202211
Shulman DeMeo Asset Management LLC 920.02%0.05%0.09%Q1 2019Q4 202111
STRATTON MANAGEMENT CO 11110.21%0.29%0.44%Q2 2013Q4 201511
CAROLINAS WEALTH CONSULTING LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
ROPES WEALTH ADVISORS LLC 11110.02%0.04%0.07%Q1 2015Q3 201711
PARSONS CAPITAL MANAGEMENT INC/RI 11110.02%0.17%0.33%Q2 2013Q4 201511
Ford Financial Group, LLC 610.01%0.06%0.16%Q4 2017Q4 202111
Moloney Securities Asset Management, LLC 830.01%0.02%0.02%Q2 2020Q3 202311
FineMark National Bank & Trust 920.01%0.06%0.11%Q2 2013Q4 201611
Fieldpoint Private Securities, LLC 1010.02%0.03%0.06%Q1 2017Q4 201911
TRUSTCORE FINANCIAL SERVICES, LLC 740.00%0.00%0.01%Q4 2017Q3 202011
Lindbrook Capital, LLC 830.00%0.00%0.01%Q4 2018Q3 202311
NTV ASSET MANAGEMENT LLC 11110.20%0.86%1.05%Q2 2013Q4 201511
IMA Wealth, Inc. 830.13%0.44%0.88%Q3 2013Q3 201711
Claybrook Capital, LLC 920.07%0.27%0.59%Q4 2020Q3 202311
SILVERCREST ASSET MANAGEMENT GROUP LLC 1010.00%0.01%0.01%Q2 2013Q1 202011
DE BURLO GROUP INC 11110.09%0.47%2.11%Q2 2013Q4 201511
Pinnacle Summer Investments, Inc. 11110.00%0.02%0.04%Q2 2013Q4 201511
Harbour Capital Advisors, LLC 910.07%0.20%0.27%Q2 2013Q1 201711
AdvisorNet Financial, Inc 11110.00%0.00%0.00%Q1 2018Q3 202011
CHARTWELL INVESTMENT PARTNERS, LLC 11110.03%0.06%0.08%Q2 2014Q4 201611
Sigma Planning Corp 1010.02%0.04%0.09%Q4 2014Q2 202011
B. Riley Wealth Management, Inc. 740.00%0.04%0.14%Q4 2018Q2 202211
Laird Norton Wetherby Wealth Management, LLC 1010.03%0.04%0.07%Q4 2020Q3 202311
CAPTRUST FINANCIAL ADVISORS 510.00%0.01%0.02%Q2 2013Q3 202310
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q2 2015Q1 202310
SUNTRUST BANKS INC 640.00%0.00%0.01%Q2 2013Q3 201910
EVERMAY WEALTH MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
LS Investment Advisors, LLC 10100.00%0.00%0.00%Q2 2013Q3 201510
BTR CAPITAL MANAGEMENT INC 10101.52%2.16%2.61%Q2 2013Q3 201510
Independence Trust CO 101011.50%29.12%39.74%Q2 2013Q3 201510
Aris Wealth Services, Inc. 10103.40%5.71%8.89%Q2 2013Q3 201510
SIGNATUREFD, LLC 710.00%0.00%0.00%Q3 2015Q3 202110
KAYNE ANDERSON CAPITAL ADVISORS LP 10100.06%0.07%0.07%Q2 2016Q3 201810
MURPHY CAPITAL MANAGEMENT INC 10100.03%0.23%0.40%Q2 2013Q3 201510
BESSEMER GROUP INC 310.00%0.00%0.02%Q1 2015Q3 202310
Winfield Associates, Inc. 10100.00%0.65%1.19%Q4 2013Q1 201610
MANUFACTURERS LIFE INSURANCE COMPANY, THE 550.00%0.00%0.00%Q4 2015Q2 201810
Linscomb & Williams, Inc. 10100.03%0.10%0.14%Q2 2013Q3 201510
Sterling Investment Advisors, Ltd. 910.01%0.32%0.51%Q1 2017Q4 201910
SECURITY NATIONAL TRUST CO 10100.00%0.00%0.01%Q2 2013Q3 201510
BRYN MAWR TRUST Co 10100.02%0.02%0.03%Q1 2013Q2 201510
Sterling Manor Financial, LLC 10100.09%0.13%0.17%Q4 2020Q1 202310
Evercore Wealth Management, LLC 640.00%0.03%0.06%Q2 2013Q4 201510
TELEMUS CAPITAL, LLC 730.01%0.01%0.01%Q1 2019Q3 202210
Homrich & Berg 640.01%0.06%0.12%Q4 2015Q4 201910
WESTPORT RESOURCES MANAGEMENT INC 730.00%0.03%0.08%Q2 2013Q4 201510
BRADLEY FOSTER & SARGENT INC/CT 10100.02%0.03%0.04%Q2 2013Q3 201510
U.S. Capital Wealth Advisors, LLC 990.02%0.04%0.10%Q3 2021Q3 20239
Spire Wealth Management 420.00%0.01%0.01%Q1 2021Q3 20239
BLAIR WILLIAM & CO/IL 310.00%0.01%0.02%Q3 2013Q3 20189
EVERETT HARRIS & CO /CA/ 990.01%0.01%0.01%Q2 2013Q2 20159
CORRADO ADVISORS, LLC 810.00%0.13%0.20%Q4 2018Q4 20229
Semper Trust Co. 990.56%0.74%0.84%Q2 2013Q2 20159
Crewe Advisors LLC 990.03%0.16%0.38%Q4 2017Q4 20199
Independent Wealth Network Inc. 990.12%0.22%0.26%Q3 2021Q3 20239
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 990.01%0.01%0.01%Q2 2013Q2 20159
Jackson Financial Management 994.31%6.17%7.52%Q4 2017Q4 20199
Orion Portfolio Solutions, LLC 990.00%0.01%0.04%Q4 2019Q4 20219
Matisse Capital 990.32%0.74%1.41%Q1 2020Q1 20229
Stanford Investment Group, Inc. 990.01%0.02%0.04%Q4 2014Q4 20169
Highmount Capital, LLC 993.93%4.60%5.24%Q2 2013Q2 20159
HARBOR INVESTMENT ADVISORY, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Oxbow Advisors, LLC 990.03%0.06%0.07%Q2 2013Q2 20159
Maryland Capital Management 990.07%0.11%0.18%Q2 2013Q2 20159
Gradient Investments LLC 810.00%0.01%0.02%Q3 2015Q3 20189
Gemmer Asset Management LLC 720.00%0.01%0.01%Q1 2014Q2 20209
Douglass Winthrop Advisors, LLC 990.02%0.03%0.04%Q2 2013Q2 20159
SEI INVESTMENTS CO 990.00%0.00%0.00%Q2 2016Q2 20189
Kestra Advisory Services, LLC 410.00%0.00%0.01%Q3 2020Q2 20239
Integrated Investment Consultants, LLC 710.01%0.01%0.01%Q1 2016Q1 20188
SEARLE & CO. 880.03%0.13%0.20%Q3 2018Q2 20208
Cresset Asset Management, LLC 620.00%0.00%0.00%Q4 2018Q2 20228
Cetera Advisors LLC 880.10%0.15%0.24%Q2 2013Q1 20158
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.02%0.20%0.62%Q3 2019Q2 20238
Gary Goldberg Planning Services Inc 880.01%0.01%0.01%Q1 2013Q4 20148
CITY NATIONAL BANK 880.01%0.10%0.21%Q4 2013Q3 20158
BAIRD ROBERT W & CO INC /WI/ 880.03%0.04%0.06%Q2 2013Q1 20158
STATE OF MICHIGAN RETIREMENT SYSTEM 880.02%0.05%0.06%Q4 2013Q3 20158
Mutual Advisors, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
KANALY TRUST CO 880.00%0.01%0.01%Q4 2013Q3 20158
LGL PARTNERS, LLC 880.02%0.12%0.20%Q1 2020Q4 20218
Valeo Financial Advisors, LLC 880.01%0.01%0.01%Q2 2020Q1 20228
RFG Advisory, LLC 880.03%0.07%0.12%Q4 2021Q3 20238
CWA Asset Management Group, LLC 710.01%0.03%0.04%Q4 2018Q4 20208
TRIANGLE PEAK PARTNERS, LP 881.16%1.56%2.52%Q4 2013Q3 20158
Benchmark Investment Advisors LLC 880.07%0.08%0.09%Q4 2021Q3 20238
Heritage Trust Co 880.00%0.00%0.00%Q1 2017Q4 20188
Baker Avenue Asset Management, LP 440.00%0.02%0.05%Q1 2016Q3 20238
Joel Isaacson & Co., LLC 880.00%0.01%0.01%Q1 2015Q4 20168
OTA Financial Group L.P. 310.36%0.84%1.71%Q1 2014Q1 20238
Sonora Investment Management Group, LLC 880.03%0.05%0.07%Q4 2021Q3 20238
OLD SECOND NATIONAL BANK OF AURORA 880.03%0.04%0.05%Q3 2013Q2 20158
Premia Global Advisors, LLC 880.24%0.48%0.68%Q4 2017Q3 20198
SeaCrest Wealth Management, LLC 880.03%0.05%0.07%Q4 2017Q3 20198
Fusion Investment Group, LLC 710.18%0.49%0.68%Q4 2013Q4 20158
Operose Advisors LLC 880.13%0.21%0.28%Q4 2021Q3 20238
UBS AG 660.00%0.03%0.04%Q2 2013Q3 20148
BlackRock Investment Management, LLC 410.00%0.00%0.00%Q2 2013Q4 20168
Aperio Group, LLC 880.00%0.00%0.01%Q3 2013Q2 20158
STEEL GROVE CAPITAL ADVISORS, LLC 710.03%0.07%0.09%Q1 2014Q2 20178
Northeast Financial Consultants Inc 530.03%0.33%0.71%Q3 2014Q3 20198
NAPLES GLOBAL ADVISORS, LLC 880.35%0.51%0.61%Q4 2013Q3 20158
Progeny 3, Inc. 880.35%1.25%3.13%Q3 2019Q2 20218
Avalon Investment & Advisory 770.01%0.01%0.01%Q4 2017Q2 20197
Mariner Wealth Advisors-Cincinnati, LLC 770.44%0.51%0.56%Q4 2015Q2 20177
ArrowMark Colorado Holdings LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Blue Barn Wealth, LLC 770.06%0.06%0.07%Q1 2022Q3 20237
180 WEALTH ADVISORS, LLC 770.02%0.06%0.07%Q1 2022Q3 20237
TOCQUEVILLE ASSET MANAGEMENT L.P. 610.00%0.01%0.02%Q2 2014Q1 20207
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 770.01%0.04%0.05%Q2 2013Q4 20147
Integrated Wealth Management 770.02%0.03%0.04%Q1 2015Q3 20167
HITE Hedge Asset Management LLC 510.15%1.34%2.18%Q3 2013Q3 20197
SHAPIRO ROBERT N 770.01%0.03%0.03%Q2 2013Q4 20147
WNY Asset Management, LLC 770.66%0.77%0.92%Q1 2022Q3 20237
Founders Financial Alliance, LLC 770.03%0.04%0.05%Q1 2022Q3 20237
Placemark Investments, Inc. 770.02%0.03%0.04%Q2 2013Q4 20147
Arlington Capital Management, Inc. 610.26%0.83%2.15%Q4 2020Q4 20227
NATIONAL PLANNING CORP 770.02%0.03%0.04%Q3 2013Q1 20157
Ahrens Investment Partners LLC 310.00%0.03%0.07%Q4 2020Q1 20237
JOURNEY STRATEGIC WEALTH LLC 770.01%0.01%0.01%Q4 2021Q2 20237
PRIVATE TRUST CO NA 770.01%0.02%0.02%Q1 2013Q3 20147
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Private Wealth Strategies, L.L.C. 770.27%0.31%0.34%Q1 2022Q3 20237
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q4 2014Q3 20197
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
DUBUQUE BANK & TRUST CO 770.01%0.01%0.01%Q3 2016Q1 20187
JFS WEALTH ADVISORS, LLC 770.02%0.09%0.21%Q1 2018Q3 20197
NATIONAL BANK OF CANADA /FI/ 770.00%0.00%0.00%Q1 2022Q3 20237
Truvestments Capital LLC 610.00%0.00%0.00%Q3 2018Q3 20237
Investors Capital Advisory Services 610.04%0.05%0.07%Q2 2013Q4 20157
STANSBERRY ASSET MANAGEMENT, LLC 771.39%1.65%1.84%Q1 2022Q3 20237
Cornerstone Advisory, LLC 770.25%0.30%0.38%Q1 2022Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.02%0.04%Q2 2013Q4 20147
Capital Advisory Group Advisory Services, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Edge Advisors, LLC 770.02%0.03%0.04%Q4 2016Q2 20187
TRUE Private Wealth Advisors 510.00%0.00%0.01%Q3 2018Q4 20207
Nuveen Fund Advisors, LLC 770.05%0.07%0.09%Q2 2016Q4 20177
Financial Architects, Inc 520.00%0.01%0.01%Q2 2013Q2 20157
GREENLEAF TRUST 770.00%0.00%0.00%Q2 2013Q4 20147
Stratos Wealth Partners, LTD. 410.00%0.00%0.01%Q4 2017Q3 20207
OAK FAMILY ADVISORS, LLC 770.56%0.96%1.28%Q4 2020Q2 20227
LEAVELL INVESTMENT MANAGEMENT, INC. 770.00%0.02%0.04%Q4 2018Q2 20207
SVB WEALTH LLC 770.00%0.01%0.02%Q4 2019Q2 20217
Segment Wealth Management, LLC 660.15%0.37%0.68%Q2 2016Q3 20176
Journey Advisory Group, LLC 660.04%0.05%0.07%Q2 2022Q3 20236
BENJAMIN F. EDWARDS & COMPANY, INC. 660.00%0.00%0.00%Q1 2022Q2 20236
Quad-Cities Investment Group, LLC 660.02%0.03%0.07%Q2 2018Q3 20196
Key FInancial Inc 510.00%0.00%0.00%Q1 2020Q1 20226
Alpha Cubed Investments, LLC 660.02%0.03%0.04%Q3 2017Q4 20186
OLD NATIONAL BANCORP /IN/ 660.02%0.02%0.02%Q3 2018Q4 20196
Crosspoint Capital Strategies, LLC 510.01%0.27%0.59%Q4 2013Q3 20156
Weiss Asset Management LP 210.02%0.58%3.06%Q4 2015Q4 20216
6 Meridian 210.02%0.17%0.32%Q4 2017Q4 20216
BOSTON PRIVATE BANK & TRUST CO 420.00%0.01%0.03%Q2 2013Q1 20156
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Appaloosa LP 660.04%0.27%0.42%Q1 2016Q2 20176
First Heartland Consultants, Inc. 660.09%0.11%0.12%Q3 2013Q4 20146
SNS Financial Group, LLC 660.04%0.78%1.18%Q1 2017Q2 20186
SII INVESTMENTS INC/WI 510.03%0.04%0.06%Q2 2013Q4 20146
Financial Management Professionals, Inc. 660.00%0.00%0.00%Q1 2018Q2 20196
Fiera Capital Corp 510.00%0.01%0.06%Q2 2015Q4 20166
Ironsides Asset Advisors, LLC 660.13%0.19%0.26%Q2 2014Q3 20156
Virtu Financial LLC 210.01%0.01%0.01%Q4 2020Q3 20236
Morse Asset Management, Inc 510.05%0.07%0.08%Q1 2017Q1 20196
Stifel Trust Company, N.A. 660.02%0.02%0.02%Q2 2013Q3 20146
FLAGSHIP HARBOR ADVISORS, LLC 660.00%0.00%0.01%Q2 2018Q3 20196
Kistler-Tiffany Companies, LLC 660.00%0.00%0.01%Q2 2013Q3 20146
BARCLAYS PLC 660.00%0.00%0.00%Q2 2013Q3 20146
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q2 2014Q3 20236
Aristides Capital LLC 660.08%0.21%0.41%Q1 2020Q2 20216
FNY Investment Advisers, LLC 420.01%0.03%0.06%Q3 2019Q3 20216
First Personal Financial Services 330.00%0.00%0.01%Q3 2016Q3 20216
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 420.19%1.06%1.93%Q2 2018Q4 20196
BOKF, NA 410.00%0.02%0.09%Q4 2014Q4 20226
North Star Investment Management Corp. 660.00%0.00%0.00%Q2 2016Q3 20176
West Family Investments, Inc. 660.34%0.52%0.72%Q4 2019Q1 20216
Cornerstone Wealth Management, LLC 310.05%0.08%0.13%Q3 2016Q1 20196
Edge Capital Group, LLC 660.01%0.02%0.02%Q4 2018Q1 20206
Apollon Wealth Management, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
JANICZEK WEALTH MANAGEMENT, LLC 420.00%0.00%0.00%Q1 2022Q3 20236
Sowell Financial Services LLC 660.00%0.00%0.00%Q3 2019Q4 20206
TRUST DEPARTMENT MB FINANCIAL BANK N A 550.01%0.01%0.01%Q3 2013Q3 20145
First Capital Advisors Group, LLC. 550.05%0.07%0.08%Q2 2022Q2 20235
Penbrook Management LLC 550.18%0.21%0.24%Q4 2013Q4 20145
SIMON QUICK ADVISORS, LLC 410.00%0.01%0.02%Q1 2018Q4 20195
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.01%Q4 2021Q3 20235
Atria Investments, Inc 320.02%0.03%0.03%Q2 2013Q3 20145
PEAPACK GLADSTONE FINANCIAL CORP 550.01%0.01%0.01%Q1 2018Q1 20195
Wellington Shields Capital Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Antonetti Capital Management LLC 550.21%0.26%0.30%Q2 2013Q2 20145
Peak Financial Management, Inc. 410.12%0.64%1.36%Q4 2015Q3 20185
M Holdings Securities, Inc. 310.04%0.06%0.09%Q3 2016Q1 20195
Hillview Capital Advisors, LLC 5549.61%54.83%61.00%Q4 2014Q4 20155
Clearview Wealth Advisors LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Wellington Shields & Co., LLC 550.02%0.02%0.03%Q3 2022Q3 20235
STEPHENS INC /AR/ 550.01%0.01%0.02%Q2 2014Q2 20155
Intercontinental Wealth Advisors, LLC 550.01%0.02%0.02%Q4 2018Q4 20195
INVESTMENT HOUSE LLC 550.08%0.08%0.09%Q1 2016Q1 20175
Neuberger Berman Group LLC 210.00%0.00%0.00%Q3 2013Q3 20205
Beaird Harris Wealth Management, LLC 550.00%0.01%0.02%Q4 2021Q4 20225
JSF Financial, LLC 550.14%0.48%0.64%Q4 2018Q4 20195
Zullo Investment Group, Inc. 550.00%0.00%0.01%Q4 2021Q4 20225
Choate Investment Advisors 550.04%0.04%0.06%Q2 2013Q2 20145
JOHNSON INVESTMENT COUNSEL INC 550.00%0.00%0.01%Q2 2018Q2 20195
Avestar Capital, LLC 550.03%0.07%0.12%Q4 2017Q4 20185
THOMPSON SIEGEL & WALMSLEY LLC 550.00%0.00%0.00%Q3 2017Q3 20185
Sunbelt Securities, Inc. 320.00%0.01%0.03%Q3 2019Q3 20235
Next Capital Management LLC 550.03%0.80%2.35%Q4 2018Q4 20195
Saba Capital Management, L.P. 410.02%0.05%0.07%Q1 2022Q3 20235
MARINER INVESTMENT GROUP LLC 310.00%0.40%0.78%Q4 2015Q4 20195
Acrospire Investment Management LLC 410.00%0.02%0.04%Q1 2016Q2 20175
Wealthcare Advisory Partners LLC 310.00%0.00%0.00%Q3 2017Q1 20215
Essex Financial Services, Inc. 410.02%0.04%0.05%Q2 2022Q3 20235
FIRST TRUST ADVISORS LP 410.00%0.00%0.00%Q4 2015Q3 20235
HHG & Company, LLC 550.09%0.10%0.12%Q2 2013Q2 20145
Walleye Capital LLC 320.00%0.01%0.01%Q1 2021Q2 20235
Cornerstone Advisors, LLC 310.03%0.26%0.52%Q1 2020Q2 20235
Almanack Investment Partners, LLC. 550.02%0.04%0.07%Q2 2019Q2 20205
AJ WEALTH STRATEGIES, LLC 550.02%0.02%0.02%Q2 2022Q2 20235
Beverly Hills Private Wealth, LLC 440.34%0.54%0.64%Q4 2022Q3 20234
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
Caprock Group, LLC 440.29%0.47%0.59%Q4 2014Q3 20154
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 440.45%0.75%0.93%Q1 2015Q4 20154
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q2 2022Q1 20234
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q3 2016Q1 20194
Stonebridge Capital Advisors LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Ballentine Partners, LLC 220.02%0.03%0.03%Q1 2016Q1 20174
Cooper Financial Group 440.04%0.08%0.12%Q4 2022Q3 20234
BNP PARIBAS FINANCIAL MARKETS 440.00%0.00%0.00%Q1 2014Q4 20144
FARMERS & MERCHANTS INVESTMENTS INC 440.00%0.00%0.00%Q2 2013Q1 20144
Quinn Opportunity Partners LLC 440.08%0.09%0.09%Q4 2020Q3 20214
C-J Advisory, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
1919 Investment Counsel, LLC 440.00%0.00%0.01%Q4 2013Q3 20144
ASSOCIATED BANC-CORP 440.02%0.03%0.04%Q1 2020Q4 20204
Claraphi Advisory Network, LLC 440.06%0.11%0.19%Q1 2022Q4 20224
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2013Q2 20164
Golden State Wealth Management, LLC 310.00%0.00%0.00%Q1 2019Q1 20204
CHARTWELL INVESTMENT PARTNERS/PA 440.06%0.07%0.08%Q2 2013Q1 20144
Capital Bank & Trust Co 440.00%0.00%0.00%Q2 2019Q1 20204
Squar Milner Financial Services LLC 440.04%0.05%0.05%Q2 2018Q1 20194
Pekin Hardy Strauss, Inc. 440.04%0.04%0.06%Q1 2013Q4 20134
Pinnacle Wealth Management Advisory Group, LLC 220.11%0.17%0.24%Q4 2014Q3 20174
TOWNSQUARE CAPITAL LLC 440.01%0.01%0.02%Q1 2019Q4 20194
Tranquility Partners, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
Jefferies Group LLC 210.00%0.01%0.01%Q1 2019Q2 20224
Freestone Capital Holdings, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Hoover Financial Advisors, Inc. 310.00%0.00%0.00%Q2 2020Q2 20214
Waterloo Capital, L.P. 310.04%0.07%0.14%Q1 2020Q3 20234
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 440.01%0.02%0.02%Q3 2019Q2 20204
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.01%Q4 2018Q4 20224
CALDWELL SUTTER CAPITAL, INC. 440.79%1.04%1.38%Q4 2022Q3 20234
Centurion Wealth Management LLC 440.11%0.12%0.14%Q4 2022Q3 20234
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 440.21%0.26%0.30%Q4 2019Q3 20204
Intrinsic Edge Capital Management LLC 310.05%0.10%0.17%Q4 2016Q3 20204
Sheaff Brock Investment Advisors, LLC 440.02%0.03%0.03%Q1 2016Q4 20164
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.04%0.04%0.06%Q4 2022Q3 20234
Roble, Belko & Company, Inc 330.00%0.01%0.01%Q1 2019Q3 20193
Copeland Capital Management, LLC 330.03%0.03%0.04%Q2 2013Q4 20133
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BANK OF NOVA SCOTIA 210.00%0.01%0.02%Q1 2017Q4 20183
Brick & Kyle, Associates 330.00%0.00%0.00%Q3 2016Q1 20173
Quantbot Technologies LP 210.00%0.01%0.02%Q3 2016Q2 20183
Transamerica Financial Advisors, Inc. 330.00%0.03%0.07%Q3 2016Q1 20173
Winthrop Partners - WNY, LLC 330.04%0.04%0.05%Q1 2018Q3 20183
CAZ INVESTMENTS LP 330.15%0.22%0.27%Q4 2014Q2 20153
FORVIS Wealth Advisors, LLC 330.03%0.03%0.04%Q4 2017Q2 20183
Snowden Capital Advisors LLC 210.00%0.00%0.01%Q3 2019Q4 20213
Guild Investment Management, Inc. 110.18%3.20%9.10%Q4 2012Q4 20203
CONSOLIDATED CAPITAL MANAGEMENT, LLC 330.58%0.65%0.76%Q1 2018Q3 20183
Watermark Asset Management, Inc. 330.04%0.04%0.05%Q1 2017Q3 20173
Venturi Wealth Management, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Corient Private Wealth LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Atria Wealth Solutions, Inc. 210.00%0.00%0.00%Q1 2022Q4 20223
Vident Investment Advisory, LLC 330.17%0.22%0.26%Q1 2019Q3 20193
IBEX WEALTH ADVISORS 330.60%0.65%0.69%Q1 2019Q3 20193
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TIEDEMANN TRUST CO 330.25%0.26%0.27%Q2 2013Q4 20133
Taylor Wealth Management Partners 330.01%0.01%0.01%Q1 2015Q3 20153
Ionic Capital Management LLC 210.02%0.08%0.11%Q4 2015Q2 20223
Beck Bode, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2016Q2 20213
Simplify Asset Management Inc. 330.14%0.19%0.26%Q1 2023Q3 20233
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2022Q3 20223
ATWOOD & PALMER INC 330.00%0.00%0.01%Q2 2014Q4 20143
FIDUCIARY TRUST CO 330.01%0.01%0.01%Q4 2018Q2 20193
CUE ADVISORY SERVICES, INC. 330.25%0.30%0.36%Q1 2015Q3 20153
ARES MANAGEMENT LLC 110.01%0.05%0.10%Q4 2017Q4 20193
SG Americas Securities, LLC 110.02%0.02%0.03%Q4 2013Q4 20153
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
Trilogy Capital Inc. 330.00%0.00%0.00%Q1 2018Q3 20183
Archer Investment Corp 210.00%0.00%0.00%Q2 2020Q1 20213
ORG Partners LLC 330.04%0.06%0.08%Q1 2023Q3 20233
Jane Street Holding, LLC 330.01%0.01%0.02%Q2 2013Q4 20133
Stanley-Laman Group, Ltd. 330.07%0.12%0.16%Q4 2013Q2 20143
Penserra Capital Management LLC 330.20%0.21%0.22%Q1 2023Q3 20233
BALDWIN BROTHERS LLC/MA 330.00%0.00%0.00%Q1 2016Q3 20163
WMS Partners, LLC 210.03%0.03%0.04%Q1 2015Q4 20213
Allspring Global Investments Holdings, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
FRONTIER INVESTMENT MGMT CO 330.66%0.79%0.98%Q1 2015Q3 20153
Smith & Howard Wealth Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Human Investing LLC 330.00%0.01%0.01%Q4 2018Q2 20193
RESOURCES MANAGEMENT CORP /CT/ /ADV 330.00%0.00%0.00%Q3 2019Q1 20203
LEO BROKERAGE, LLC 330.02%0.03%0.03%Q1 2021Q3 20213
Lebenthal Holdings,LLC 210.03%0.05%0.07%Q3 2015Q2 20163
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q1 2019Q3 20203
Centerpoint Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Schechter Investment Advisors, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
TCI Wealth Advisors, Inc. 330.01%0.01%0.02%Q1 2015Q3 20153
Icon Wealth Partners, LLC 110.01%0.02%0.02%Q4 2017Q1 20193
BARRETT & COMPANY, INC. 330.01%0.01%0.01%Q3 2022Q1 20233
Blueshift Asset Management, LLC 210.01%0.07%0.21%Q4 2018Q2 20213
AE Wealth Management LLC 210.00%0.00%0.00%Q4 2022Q3 20233
TRANSCEND CAPITAL ADVISORS, LLC 330.01%0.01%0.02%Q3 2022Q1 20233
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.13%0.20%Q1 2020Q2 20233
Bruderman Asset Management, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Terra Nova Asset Management LLC 330.18%0.53%0.87%Q1 2015Q3 20153
L & S Advisors Inc 330.15%0.16%0.16%Q1 2019Q3 20193
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Almitas Capital LLC 110.18%0.25%0.32%Q1 2022Q4 20222
BerganKDV Wealth Management, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
First Command Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Landmark Bank 220.18%0.20%0.22%Q2 2018Q3 20182
Smithfield Trust Co 220.01%0.01%0.01%Q2 2015Q3 20152
Keel Point, LLC 220.11%0.12%0.13%Q1 2015Q2 20152
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 221.53%1.56%1.58%Q2 2023Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Freedman Financial Associates, Inc. 220.07%0.08%0.08%Q4 2020Q1 20212
Parcion Private Wealth LLC 220.04%0.18%0.32%Q4 2019Q1 20202
GREAT LAKES ADVISORS, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
Windsor Creek Advisors, LLC 220.06%0.07%0.07%Q4 2020Q1 20212
Glacier Peak Capital LLC 110.60%2.23%3.86%Q3 2018Q3 20192
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Catalyst Capital Advisors LLC 220.00%0.00%0.00%Q3 2014Q4 20142
Allegis Investment Advisors, LLC 220.07%0.07%0.07%Q1 2017Q2 20172
NewEdge Wealth, LLC 220.00%0.00%0.01%Q4 2021Q1 20222
Detwiler Fenton Investment Management LLC 220.55%0.70%0.84%Q2 2011Q3 20112
Fortis Capital Management LLC 220.03%0.03%0.03%Q2 2023Q3 20232
NewEdge Advisors, LLC 110.00%0.01%0.01%Q2 2017Q2 20222
RAIFF PARTNERS INC 111.44%2.16%2.89%Q2 2013Q4 20162
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
HRT FINANCIAL LP 110.00%0.00%0.00%Q4 2022Q3 20232
A. D. Beadell Investment Counsel, Inc. 220.32%0.68%1.04%Q3 2019Q4 20192
BlackRock Inc. 110.00%0.00%0.00%Q4 2015Q2 20202
Salomon & Ludwin, LLC 110.00%0.01%0.01%Q1 2019Q3 20232
First Command Financial Services, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
Johnson Midwest Financial, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Elequin Capital, LP 110.00%0.02%0.05%Q4 2022Q3 20232
Perigon Wealth Management, LLC 110.00%0.04%0.07%Q3 2014Q4 20162
Dynasty Wealth Management, LLC 220.62%0.82%1.01%Q2 2018Q3 20182
FRANKLIN RESOURCES INC 110.00%0.00%0.00%Q4 2017Q4 20182
Horizon Kinetics 220.14%0.15%0.15%Q3 2018Q4 20182
Sound Income Strategies, LLC 220.01%0.01%0.01%Q1 2019Q2 20192
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.11%0.11%0.12%Q3 2019Q4 20192
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Weaver Consulting Group 220.00%0.00%0.00%Q2 2020Q3 20202
PARAMETRIC PORTFOLIO ASSOCIATES LLC 220.00%0.00%0.00%Q3 2018Q4 20182
FormulaFolio Investments, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
CG Asset Management LLC 110.07%0.16%0.24%Q4 2013Q4 20162
Checchi Capital Advisers, LLC 220.01%0.01%0.01%Q1 2016Q2 20162
SALEM INVESTMENT COUNSELORS INC 110.00%0.03%0.05%Q1 2014Q3 20162
Stillwater Capital Advisors, LLC 220.02%0.02%0.03%Q1 2020Q2 20202
Prospera Financial Services Inc 110.00%0.00%0.00%Q3 2020Q1 20222
BOENNING & SCATTERGOOD, INC. 110.02%0.04%0.06%Q1 2020Q3 20202
Barnett & Company, Inc. 220.02%0.02%0.02%Q1 2018Q2 20182
TFS CAPITAL LLC 110.03%0.07%0.10%Q4 2015Q4 20162
Castleview Partners, LLC 110.14%0.34%0.53%Q2 2021Q4 20212
Hudock, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Callan Capital, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
SUN LIFE FINANCIAL INC 220.05%1.88%3.71%Q4 2015Q1 20162
FCG ADVISORS, LLC 220.07%0.08%0.09%Q2 2016Q3 20162
Spot Trading L.L.C 110.00%0.00%0.01%Q1 2016Q1 20162
Lebenthal Asset Management, LLC 220.00%0.01%0.03%Q2 2016Q3 20162
HBK INVESTMENTS L P 220.03%0.04%0.05%Q2 2019Q3 20192
LUMINUS MANAGEMENT LLC 110.05%0.23%0.42%Q4 2017Q3 20202
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q2 20222
SMITH, MOORE & CO. 220.04%0.04%0.04%Q4 2018Q1 20192
Segantii Capital Management Ltd 220.01%0.02%0.04%Q4 2021Q1 20222
CYPRESS CAPITAL MANAGEMENT LLC 110.03%0.03%0.03%Q4 2018Q4 20181
VERITY Wealth Advisors 110.16%0.16%0.16%Q3 2019Q3 20191
Gupta Wealth Management LLC 110.02%0.02%0.02%Q1 2016Q1 20161
First National Bank of Mount Dora, Trust Investment Services 110.02%0.02%0.02%Q4 2023Q4 20231
Glassman Wealth Services 110.09%0.09%0.09%Q4 2014Q4 20141
Global Financial Private Capital, Inc 110.00%0.00%0.00%Q2 2019Q2 20191
OTA LLC 110.61%0.61%0.61%Q2 2014Q2 20141
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Advisors Capital Management, LLC 110.32%0.32%0.32%Q4 2015Q4 20151
ROCKEFELLER FINANCIAL SERVICES INC 110.00%0.00%0.00%Q3 2013Q3 20131
Samson Capital Advisors LLC 110.27%0.27%0.27%Q3 2015Q3 20151
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Wealth Quarterback LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Hightower 6M Holding, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
GFS Advisors, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
Smith Anglin Financial, LLC 110.03%0.03%0.03%Q2 2022Q2 20221
Veritable, L.P. 110.01%0.01%0.01%Q1 2013Q1 20131
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Willingdon Wealth Management 110.01%0.01%0.01%Q4 2019Q4 20191
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
COOLIDGE FRANCIS L 110.14%0.14%0.14%Q2 2013Q2 20131
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MADDEN SECURITIES Corp 110.01%0.01%0.01%Q4 2022Q4 20221
INTEGRATED WEALTH COUNSEL, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
PACIFIC SUN FINANCIAL CORP 110.60%0.60%0.60%Q4 2017Q4 20171
Global Retirement Partners, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q4 20211
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MAGNOLIA CAPITAL ADVISORS LLC 110.07%0.07%0.07%Q1 2022Q1 20221
JAMES INVESTMENT RESEARCH INC 110.00%0.00%0.00%Q1 2020Q1 20201
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q3 2018Q3 20181
Hedges Asset Management LLC 110.06%0.06%0.06%Q4 2021Q4 20211
GRATIA CAPITAL, LLC 111.86%1.86%1.86%Q4 2015Q4 20151
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Appaloosa Management 110.35%0.35%0.35%Q4 2015Q4 20151
CFO4Life Group, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
RR Advisors, LLC 110.14%0.14%0.14%Q4 2014Q4 20141
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q4 2016Q4 20161
Overbrook Management Corp 110.06%0.06%0.06%Q2 2013Q2 20131
Barrett Asset Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Proficio Capital Partners LLC 110.01%0.01%0.01%Q4 2016Q4 20161
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
Marquette Asset Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Sea Otter Advisors LLC 110.82%0.82%0.82%Q3 2023Q3 20231
Clean Yield Group 110.00%0.00%0.00%Q2 2019Q2 20191
Modera Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Keel Point Advisors, LLC 110.23%0.23%0.23%Q4 2014Q4 20141
CLEAR STREET MARKETS LLC 110.04%0.04%0.04%Q2 2015Q2 20151
Merriman Wealth Management, LLC 110.08%0.08%0.08%Q3 2022Q3 20221
RELIANCE TRUST CO 110.24%0.24%0.24%Q3 2014Q3 20141
Arbiter Partners Capital Management LLC 110.12%0.12%0.12%Q1 2020Q1 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
Chessman Wealth Strategies RIA 110.05%0.05%0.05%Q3 2018Q3 20181
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Alpine Global Management, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Salient Capital Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Kalos Management, Inc. 110.05%0.05%0.05%Q4 2015Q4 20151
RONALD BLUE & CO LLC 110.02%0.02%0.02%Q2 2013Q2 20131
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Litman Gregory Wealth Management LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Doyle Wealth Management 110.01%0.01%0.01%Q4 2018Q4 20181
Pinnacle Wealth Advisors 110.00%0.00%0.00%Q2 2021Q2 20211
YORKVILLE CAPITAL MANAGEMENT, LLC 110.35%0.35%0.35%Q4 2017Q4 20171
Strategic Financial Concepts, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
Trust Co 110.01%0.01%0.01%Q3 2015Q3 20151
FIRST HORIZON CORP 110.00%0.00%0.00%Q2 2021Q2 20211
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Crown Wealth Group, LLC 110.36%0.36%0.36%Q4 2021Q4 20211
Raab & Moskowitz Asset Management LLC 110.12%0.12%0.12%Q4 2015Q4 20151
Family Management Corp 110.12%0.12%0.12%Q4 2018Q4 20181
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Strategic Wealth Partners, Ltd. 110.00%0.00%0.00%Q3 2019Q3 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Catamount Wealth Management 110.00%0.00%0.00%Q4 2015Q4 20151
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
Logan Stone Capital, LLC 110.63%0.63%0.63%Q1 2022Q1 20221
Princeton Global Asset Management LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Grandview Asset Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
MML INVESTORS SERVICES, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
CORNERSTONE ADVISORS INC 110.25%0.25%0.25%Q1 2019Q1 20191
XTX Topco Ltd 110.06%0.06%0.06%Q4 2021Q4 20211
Quilter Plc 110.02%0.02%0.02%Q1 2021Q1 20211
DT Investment Partners, LLC 110.06%0.06%0.06%Q2 2015Q2 20151
Circle Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Asset Advisors Investment Management, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Apriem Advisors 110.00%0.00%0.00%Q3 2015Q3 20151
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
VisionPoint Advisory Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
NORTHWEST WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
QCI ASSET MANAGEMENT INC/NY 110.00%0.00%0.00%Q4 2015Q4 20151
Rosenberg Matthew Hamilton 110.00%0.00%0.00%Q3 2021Q3 20211
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
HOWARD CAPITAL MANAGEMENT 110.06%0.06%0.06%Q2 2013Q2 20131
Cognios Capital, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Activest Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Hoxton Financial, Inc. 110.02%0.02%0.02%Q4 2013Q4 20131
AXXCESS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Nicholas Hoffman & Company, LLC. 110.01%0.01%0.01%Q1 2020Q1 20201
K.J. Harrison & Partners Inc 110.08%0.08%0.08%Q4 2015Q4 20151
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
CFO4Life, L.P. 110.04%0.04%0.04%Q4 2022Q4 20221
ARMSTRONG ADVISORY GROUP, INC 110.00%0.00%0.00%Q4 2022Q4 20221
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Eagle Bay Advisors LLC 110.01%0.01%0.01%Q3 2022Q3 20221
NIXON PEABODY TRUST CO 110.09%0.09%0.09%Q2 2019Q2 20191
Grove Bank & Trust 110.00%0.00%0.00%Q4 2022Q4 20221
FFT WEALTH MANAGEMENT LLC 110.01%0.01%0.01%Q2 2021Q2 20211
InterOcean Capital, LLC 110.12%0.12%0.12%Q4 2013Q4 20131
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Genesis Wealth Advisors, LLC 110.06%0.06%0.06%Q4 2014Q4 20141
MYCIO WEALTH PARTNERS, LLC 110.09%0.09%0.09%Q1 2016Q1 20161
Bridgewater Wealth & Financial Management, LLC 110.22%0.22%0.22%Q4 2014Q4 20141
HAP Trading, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
OLD MISSION CAPITAL LLC 110.12%0.12%0.12%Q4 2018Q4 20181
Sawyer & Company, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
Bridgecreek Investment Management, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Forward Management, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
CLOUGH CAPITAL PARTNERS L P 110.11%0.11%0.11%Q4 2016Q4 20161
Starfire Investment Advisers, Inc. 110.90%0.90%0.90%Q4 2017Q4 20171
NINE MASTS CAPITAL Ltd 110.99%0.99%0.99%Q3 2018Q3 20181
Lebenthal Global Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Ausdal Financial Partners, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
NORTH RUN CAPITAL, LP 110.60%0.60%0.60%Q4 2015Q4 20151
Live Your Vision, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Atomi Financial Group, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
HOEY INVESTMENTS, INC 110.00%0.00%0.00%Q3 2022Q3 20221
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This page lists all the filers that currently own KAYNE ANDERSON MLP INVT CO or have owned KAYNE ANDERSON MLP INVT CO in the past.