Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 32 | 9 | 0.03% | 0.23% | 0.77% | Q2 2013 | Q3 2023 | 41 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 23 | 18 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 31 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 18 | 6 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 40 |
FIRST FOUNDATION ADVISORS | 31 | 1 | 0.01% | 0.11% | 0.56% | Q3 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Invesco Ltd. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Pointe Capital Management LLC | 27 | 7 | 0.07% | 0.66% | 2.99% | Q1 2015 | Q3 2023 | 34 |
BBR PARTNERS, LLC | 31 | 31 | 0.13% | 0.80% | 1.49% | Q3 2015 | Q1 2023 | 31 |
BANK OF MONTREAL /CAN/ | 25 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 10 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 30 |
Plante Moran Financial Advisors, LLC | 14 | 4 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 29 |
CITIGROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 28 |
Cambridge Investment Research Advisors, Inc. | 26 | 2 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 28 |
Koshinski Asset Management, Inc. | 17 | 1 | 0.05% | 0.48% | 1.21% | Q1 2015 | Q2 2023 | 28 |
SIT INVESTMENT ASSOCIATES INC | 27 | 27 | 0.00% | 0.06% | 0.42% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 22 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.57% | 2.29% | 5.03% | Q2 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 25 |
STEPHENS INC /AR/ | 23 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 24 |
USCA RIA LLC | 12 | 4 | 0.01% | 0.13% | 0.48% | Q1 2014 | Q2 2021 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 23 |
JPMORGAN CHASE & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 20 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
ZAZOVE ASSOCIATES LLC | 16 | 7 | 0.01% | 0.16% | 0.26% | Q4 2017 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 11 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 22 |
HighTower Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 21 | 21 | 0.04% | 0.13% | 0.26% | Q3 2018 | Q3 2023 | 21 |
Camelot Portfolios, LLC | 21 | 21 | 0.95% | 1.70% | 2.59% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Thomas J. Herzfeld Advisors, Inc. | 9 | 2 | 0.08% | 0.85% | 1.83% | Q3 2013 | Q1 2021 | 20 |
Good Life Advisors, LLC | 20 | 20 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Matisse Capital | 19 | 1 | 0.19% | 1.28% | 3.16% | Q4 2016 | Q3 2023 | 20 |
BARD ASSOCIATES INC | 15 | 4 | 0.02% | 0.08% | 0.18% | Q3 2014 | Q3 2020 | 19 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 15 | 3 | 0.11% | 0.42% | 0.95% | Q4 2014 | Q3 2023 | 18 |
Bison Wealth, LLC | 18 | 18 | 0.08% | 0.15% | 0.22% | Q2 2015 | Q3 2019 | 18 |
OPPENHEIMER & CO INC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 17 |
COHEN & STEERS, INC. | 11 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 17 |
Disciplined Investments, LLC | 16 | 16 | 0.13% | 0.18% | 0.41% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Coastal Bridge Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q2 2022 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
WILLIAM HARRIS INVESTORS INC | 15 | 15 | 0.07% | 0.13% | 0.23% | Q2 2013 | Q4 2016 | 15 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Aristides Capital LLC | 15 | 15 | 0.40% | 0.68% | 1.09% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
Platform Technology Partners | 9 | 5 | 0.03% | 0.14% | 1.19% | Q4 2019 | Q3 2023 | 14 |
Nicholas Hoffman & Company, LLC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 14 | 14 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q4 2016 | 14 |
IFP Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 13 |
6 Meridian | 12 | 1 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q4 2021 | 13 |
US BANCORP \DE\ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.23% | 0.31% | 0.35% | Q1 2012 | Q3 2023 | 13 |
Merriman Wealth Management, LLC | 9 | 1 | 0.03% | 0.13% | 0.20% | Q4 2017 | Q4 2022 | 13 |
Cornerstone Advisors, LLC | 10 | 1 | 0.03% | 0.24% | 0.46% | Q4 2019 | Q2 2023 | 13 |
Quantedge Capital Pte Ltd | 12 | 12 | 0.42% | 1.27% | 3.01% | Q4 2020 | Q3 2023 | 12 |
RMB Capital Management, LLC | 10 | 2 | 0.01% | 0.05% | 0.17% | Q1 2015 | Q4 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
McGowan Group Asset Management, Inc. | 12 | 12 | 0.04% | 0.39% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Eukles Asset Management | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Sunbelt Securities, Inc. | 10 | 2 | 0.03% | 0.14% | 0.33% | Q4 2016 | Q4 2019 | 12 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 12 |
Walleye Capital LLC | 10 | 1 | 0.01% | 0.03% | 0.11% | Q3 2018 | Q1 2022 | 11 |
Moloney Securities Asset Management, LLC | 11 | 11 | 0.11% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 11 |
FIRST TRUST ADVISORS LP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 11 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.08% | 0.31% | 0.74% | Q2 2017 | Q4 2019 | 11 |
Rockefeller Capital Management L.P. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 11 |
HUNTINGTON NATIONAL BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2018 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
SUN LIFE FINANCIAL INC | 10 | 10 | 1.34% | 1.55% | 2.03% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Leisure Capital Management | 10 | 10 | 0.12% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Key FInancial Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
IHT Wealth Management, LLC | 4 | 2 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q2 2021 | 9 |
Commonwealth Equity Services, Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Cordasco Financial Network | 9 | 9 | 0.02% | 0.33% | 0.66% | Q4 2013 | Q4 2015 | 9 |
Eagle Bay Advisors LLC | 9 | 9 | 0.02% | 0.14% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Almitas Capital LLC | 4 | 2 | 0.10% | 0.73% | 2.42% | Q2 2020 | Q3 2023 | 9 |
CAMDEN NATIONAL BANK | 6 | 1 | 0.02% | 0.02% | 0.05% | Q4 2019 | Q4 2022 | 9 |
Evercore Wealth Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 8 |
Karpus Management, Inc. | 6 | 2 | 0.01% | 0.37% | 0.62% | Q4 2014 | Q1 2020 | 8 |
Arcus Capital Partners, LLC | 8 | 8 | 0.13% | 0.19% | 0.26% | Q4 2015 | Q3 2017 | 8 |
TRUIST FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Walleye Trading LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Quad-Cities Investment Group, LLC | 8 | 8 | 0.02% | 0.11% | 0.16% | Q2 2018 | Q1 2020 | 8 |
Corundum Group, Inc. | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q4 2020 | 8 |
CREDIT SUISSE AG/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 8 |
PATTEN & PATTEN INC/TN | 8 | 8 | 0.34% | 0.46% | 0.55% | Q2 2013 | Q1 2015 | 8 |
Bank of New York Mellon Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.15% | 0.25% | 0.30% | Q4 2020 | Q3 2022 | 8 |
BESSEMER GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 7 |
Saba Capital Management, L.P. | 7 | 7 | 0.03% | 0.46% | 0.85% | Q1 2022 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Logan Stone Capital, LLC | 7 | 7 | 0.07% | 0.56% | 1.16% | Q4 2021 | Q2 2023 | 7 |
TFS CAPITAL LLC | 3 | 2 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2016 | 7 |
Csenge Advisory Group | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Friedberg Investment Management | 7 | 7 | 1.15% | 1.27% | 1.40% | Q2 2013 | Q4 2014 | 7 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HITE Hedge Asset Management LLC | 6 | 6 | 0.25% | 1.47% | 2.55% | Q3 2018 | Q4 2019 | 6 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.07% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 6 |
Pinkerton Retirement Specialists, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
U.S. Capital Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 6 |
NORTHERN TRUST CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.01% | 0.11% | 0.21% | Q4 2019 | Q4 2021 | 6 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JSF Financial, LLC | 5 | 5 | 0.14% | 0.25% | 0.35% | Q4 2018 | Q4 2019 | 5 |
Horizon Kinetics | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
True North Advisors, LLC | 3 | 2 | 0.13% | 0.18% | 0.25% | Q1 2021 | Q2 2022 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
CLOUGH CAPITAL PARTNERS L P | 3 | 2 | 0.05% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q4 2015 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 5 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2019 | 4 |
Woodline Partners LP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q2 2015 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FOSTER DYKEMA CABOT & CO INC/MA | 4 | 4 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.15% | 0.29% | Q3 2017 | Q4 2021 | 4 |
RETIREMENT GUYS FORMULA LLC | 4 | 4 | 0.39% | 0.49% | 0.57% | Q4 2021 | Q3 2022 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 4 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 4 |
HBK INVESTMENTS L P | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
COMMERCE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q4 2019 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.16% | 0.24% | 0.31% | Q3 2014 | Q2 2015 | 4 |
Mirae Asset Global Investments Co., Ltd. | 4 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.06% | 0.15% | Q4 2015 | Q4 2018 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q3 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEDBUSH SECURITIES INC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q2 2019 | 4 |
Ionic Capital Management LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Cowen Investment Management LLC | 3 | 3 | 0.29% | 2.36% | 4.60% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Salient Capital Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q4 2018 | 3 |
Beck Bode, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Sea Otter Advisors LLC | 3 | 3 | 0.20% | 0.63% | 1.43% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
NINE MASTS CAPITAL Ltd | 3 | 3 | 0.01% | 0.10% | 0.25% | Q1 2018 | Q3 2018 | 3 |
Quarry LP | 3 | 3 | 0.02% | 0.04% | 0.08% | Q1 2023 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Atlas Wealth LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Adams Wealth Management | 2 | 2 | 0.08% | 0.14% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q1 2017 | 2 |
Claybrook Capital, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.16% | 0.19% | 0.21% | Q1 2021 | Q2 2021 | 2 |
Yakira Capital Management, Inc. | 2 | 2 | 0.17% | 0.25% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.12% | 0.63% | 1.15% | Q2 2022 | Q4 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.62% | 0.77% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 2 | 2 | 0.16% | 0.24% | 0.31% | Q3 2019 | Q4 2019 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 2 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
TDAM USA INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
EULAV Asset Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q2 2016 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
RR Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2017 | Q4 2017 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Covington Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2013 | Q3 2013 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Sagefield Capital LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2017 | Q4 2017 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2013 | Q4 2013 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own KAYNE ANDERSON MDSTM ENERGY or have owned KAYNE ANDERSON MDSTM ENERGY in the past.