Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 111 |
BARCLAYS PLC | 41 | 41 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 88 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 86 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.17% | Q4 2015 | Q3 2023 | 85 |
Walleye Trading LLC | 34 | 34 | 0.00% | 0.02% | 0.12% | Q2 2015 | Q3 2023 | 84 |
WOLVERINE TRADING, LLC | 26 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 81 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 73 |
GOLDMAN SACHS GROUP INC | 42 | 1 | 0.00% | 0.08% | 0.24% | Q4 2012 | Q3 2023 | 60 |
HAP Trading, LLC | 15 | 14 | 0.00% | 0.09% | 0.56% | Q3 2015 | Q2 2023 | 59 |
UBS Group AG | 36 | 36 | 0.00% | 0.05% | 0.31% | Q4 2014 | Q3 2023 | 56 |
JANE STREET GROUP, LLC | 11 | 2 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 53 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 50 |
Nuveen Asset Management, LLC | 37 | 4 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 50 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 48 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 39 | 39 | 0.00% | 0.03% | 0.22% | Q1 2013 | Q3 2022 | 46 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 42 | 42 | 0.00% | 3.43% | 6.68% | Q2 2013 | Q3 2023 | 45 |
Heronetta Management, L.P. | 44 | 44 | 0.58% | 5.36% | 9.54% | Q4 2012 | Q3 2023 | 44 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NBW CAPITAL LLC | 42 | 42 | 0.65% | 1.59% | 3.23% | Q2 2013 | Q3 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 1.77% | 5.46% | 11.41% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.02% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 1.35% | 5.13% | 8.44% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 32 | 9 | 0.03% | 0.20% | 0.36% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.05% | 0.17% | Q3 2013 | Q3 2023 | 41 |
Invesco Ltd. | 32 | 3 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
FMR LLC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 37 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 38 | 38 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2022 | 39 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.02% | 0.58% | 1.49% | Q1 2014 | Q3 2023 | 39 |
JENNISON ASSOCIATES LLC | 30 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
ClearBridge Investments | 32 | 6 | 0.03% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 38 |
Salient Capital Advisors, LLC | 38 | 38 | 0.87% | 3.34% | 7.19% | Q2 2013 | Q3 2022 | 38 |
Pinnacle Holdings, LLC | 34 | 1 | 0.01% | 1.02% | 1.83% | Q2 2013 | Q3 2023 | 38 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 33 | 2 | 0.02% | 4.62% | 6.63% | Q2 2013 | Q3 2023 | 37 |
Cambridge Investment Research Advisors, Inc. | 17 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 37 |
MAI Capital Management | 37 | 37 | 0.02% | 0.20% | 0.56% | Q3 2014 | Q3 2023 | 37 |
HighTower Trust Company, N.A. | 18 | 3 | 0.04% | 0.14% | 0.46% | Q2 2013 | Q1 2023 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 36 | 36 | 0.00% | 0.02% | 0.16% | Q4 2014 | Q3 2023 | 36 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 36 | 36 | 0.16% | 1.17% | 2.55% | Q2 2013 | Q1 2022 | 36 |
MILLER HOWARD INVESTMENTS INC /NY | 36 | 36 | 0.02% | 2.31% | 3.46% | Q4 2014 | Q3 2023 | 36 |
PEAK6 Group LLC | 15 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2018 | 35 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2022 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 35 |
EAGLE GLOBAL ADVISORS LLC | 32 | 2 | 0.01% | 2.25% | 6.47% | Q2 2013 | Q3 2023 | 34 |
STEEL GROVE CAPITAL ADVISORS, LLC | 34 | 34 | 0.03% | 0.15% | 0.74% | Q2 2015 | Q3 2023 | 34 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 33 | 1 | 0.12% | 2.87% | 3.58% | Q4 2014 | Q3 2023 | 34 |
Pointe Capital Management LLC | 27 | 7 | 0.21% | 1.02% | 2.36% | Q1 2015 | Q3 2023 | 34 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 34 |
BESSEMER GROUP INC | 32 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
Brookfield Asset Management | 15 | 1 | 0.00% | 0.49% | 1.19% | Q2 2013 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 33 | 33 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
SG Americas Securities, LLC | 31 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 33 |
ALPS ADVISORS INC | 32 | 1 | 0.00% | 5.54% | 8.49% | Q2 2015 | Q3 2023 | 33 |
Chicago Partners Investment Group LLC | 33 | 33 | 0.02% | 1.26% | 2.07% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.03% | 0.32% | 0.74% | Q3 2015 | Q3 2023 | 33 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 32 | 32 | 0.00% | 0.10% | 0.26% | Q4 2015 | Q3 2023 | 32 |
DIVIDEND ASSETS CAPITAL, LLC | 32 | 32 | 0.01% | 1.14% | 3.53% | Q4 2015 | Q3 2023 | 32 |
KARPAS STRATEGIES, LLC | 32 | 32 | 0.64% | 1.22% | 2.24% | Q4 2015 | Q3 2023 | 32 |
Moors & Cabot, Inc. | 32 | 32 | 0.02% | 0.06% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Linscomb & Williams, Inc. | 32 | 32 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
BLAIR WILLIAM & CO/IL | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
WHITTIER TRUST CO | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 32 | 32 | 0.06% | 0.39% | 0.92% | Q4 2015 | Q3 2023 | 32 |
WADDELL & REED FINANCIAL INC | 32 | 32 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 32 |
Mariner, LLC | 32 | 32 | 0.06% | 0.44% | 1.26% | Q4 2015 | Q3 2023 | 32 |
Northeast Financial Consultants Inc | 32 | 32 | 0.12% | 0.61% | 1.48% | Q4 2015 | Q3 2023 | 32 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 32 | 32 | 0.01% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 32 |
KEYBANK NATIONAL ASSOCIATION/OH | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
ING GROEP NV | 20 | 12 | 0.02% | 1.06% | 2.98% | Q1 2015 | Q3 2023 | 32 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 32 | 32 | 0.30% | 0.74% | 1.00% | Q4 2015 | Q3 2023 | 32 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 32 | 32 | 0.56% | 0.93% | 1.44% | Q4 2015 | Q3 2023 | 32 |
MONETARY MANAGEMENT GROUP INC | 32 | 32 | 0.06% | 0.12% | 0.21% | Q4 2015 | Q3 2023 | 32 |
STEPHENS INC /AR/ | 32 | 32 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 32 |
Bollard Group LLC | 32 | 32 | 0.02% | 0.16% | 0.40% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 32 | 32 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Neuberger Berman Group LLC | 32 | 32 | 0.00% | 0.04% | 0.22% | Q4 2015 | Q3 2023 | 32 |
M&T BANK CORP | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Avenir Corp | 32 | 32 | 0.38% | 0.68% | 1.01% | Q4 2015 | Q3 2023 | 32 |
GUGGENHEIM CAPITAL LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Texas Yale Capital Corp. | 32 | 32 | 0.16% | 0.30% | 0.56% | Q4 2015 | Q3 2023 | 32 |
BlackRock Inc. | 27 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
BOKF, NA | 22 | 9 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 17 | 14 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 31 |
Diversified Trust Co | 30 | 1 | 0.01% | 0.11% | 0.29% | Q2 2014 | Q1 2022 | 31 |
LUCAS CAPITAL MANAGEMENT | 31 | 31 | 0.14% | 1.13% | 2.23% | Q2 2013 | Q4 2020 | 31 |
Sheaff Brock Investment Advisors, LLC | 23 | 8 | 0.02% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 30 | 1 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 29 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 31 |
BALDWIN BROTHERS LLC/MA | 30 | 1 | 0.03% | 0.05% | 0.12% | Q4 2015 | Q4 2023 | 31 |
Geneos Wealth Management Inc. | 26 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 28 | 28 | 0.96% | 6.36% | 10.44% | Q4 2016 | Q3 2023 | 30 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 26 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2021 | 30 |
GLENMEDE TRUST CO NA | 22 | 7 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 1.36% | 1.99% | 2.38% | Q3 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
CIBC Asset Management Inc | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 29 |
Financial Management Professionals, Inc. | 27 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 29 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 29 | 29 | 0.32% | 1.37% | 4.29% | Q3 2016 | Q3 2023 | 29 |
KINGS POINT CAPITAL MANAGEMENT | 26 | 3 | 0.00% | 0.47% | 1.10% | Q4 2014 | Q1 2022 | 29 |
FAIRFIELD, BUSH & CO. | 27 | 1 | 0.03% | 0.15% | 0.30% | Q2 2013 | Q2 2023 | 29 |
FIRST TRUST ADVISORS LP | 26 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 29 |
NATIXIS | 20 | 8 | 0.02% | 0.57% | 2.10% | Q2 2016 | Q3 2023 | 28 |
EVERGREEN CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.34% | 0.77% | Q2 2017 | Q3 2023 | 28 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 28 |
Advisors Asset Management, Inc. | 27 | 1 | 0.00% | 0.04% | 0.06% | Q4 2015 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 28 | 28 | 0.02% | 0.05% | 0.11% | Q4 2015 | Q3 2022 | 28 |
UMB Bank, n.a. | 24 | 3 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 27 |
SECURIAN ASSET MANAGEMENT, INC | 27 | 27 | 0.02% | 0.10% | 0.14% | Q4 2015 | Q2 2022 | 27 |
Hilton Capital Management, LLC | 16 | 11 | 0.02% | 0.05% | 0.36% | Q4 2015 | Q3 2023 | 27 |
Energy Income Partners, LLC | 11 | 8 | 0.12% | 1.12% | 3.52% | Q2 2013 | Q3 2023 | 27 |
Harvest Fund Advisors LLC | 18 | 9 | 0.11% | 3.66% | 8.11% | Q2 2013 | Q1 2020 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
CINCINNATI INSURANCE CO | 27 | 27 | 0.06% | 0.11% | 0.16% | Q4 2015 | Q2 2022 | 27 |
CONNING INC. | 27 | 27 | 0.01% | 0.13% | 0.27% | Q4 2014 | Q2 2021 | 27 |
Kistler-Tiffany Companies, LLC | 22 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 26 |
Bank of New York Mellon Corp | 25 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 26 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26 | 26 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q1 2022 | 26 |
Somerset Group LLC | 11 | 4 | 0.17% | 0.29% | 0.40% | Q4 2015 | Q3 2023 | 26 |
OPPENHEIMER & CO INC | 12 | 3 | 0.00% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.06% | 1.47% | 3.03% | Q2 2015 | Q3 2023 | 26 |
ADVISORY RESEARCH INC | 25 | 25 | 0.00% | 1.98% | 3.63% | Q2 2013 | Q2 2019 | 25 |
WESTWOOD HOLDINGS GROUP INC | 20 | 1 | 0.00% | 0.22% | 0.58% | Q3 2015 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.11% | 0.44% | Q2 2013 | Q2 2019 | 25 |
Uniplan Investment Counsel, Inc. | 25 | 25 | 0.08% | 0.18% | 0.51% | Q4 2015 | Q4 2021 | 25 |
HUNTINGTON NATIONAL BANK | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 25 |
Catalyst Capital Advisors LLC | 17 | 8 | 0.00% | 0.05% | 0.24% | Q1 2017 | Q3 2023 | 25 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 25 | 25 | 0.09% | 0.22% | 0.49% | Q3 2017 | Q3 2023 | 25 |
FRANKLIN RESOURCES INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
Zimmer Partners, LP | 25 | 25 | 0.37% | 1.09% | 1.63% | Q3 2015 | Q3 2021 | 25 |
SEGALL BRYANT & HAMILL, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2021 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
BEACH INVESTMENT COUNSEL INC/PA | 12 | 4 | 0.06% | 1.36% | 4.07% | Q4 2015 | Q4 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
Sumitomo Mitsui Trust Holdings, Inc. | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 24 |
Global Endowment Management, LP | 22 | 2 | 0.03% | 0.22% | 0.79% | Q2 2013 | Q2 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Trust Co | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Veritable, L.P. | 17 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q2 2022 | 23 |
DOLIVER ADVISORS, LP | 23 | 23 | 0.09% | 0.31% | 0.56% | Q2 2018 | Q4 2023 | 23 |
VAN ECK ASSOCIATES CORP | 19 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
ArchPoint Investors | 16 | 7 | 0.03% | 0.52% | 1.03% | Q1 2017 | Q3 2023 | 23 |
PRUDENTIAL PLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 23 |
KING LUTHER CAPITAL MANAGEMENT CORP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 23 |
TRUST CO OF VERMONT | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 1 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2022 | 23 |
GOODWIN DANIEL L | 22 | 22 | 0.16% | 0.41% | 0.61% | Q2 2016 | Q3 2021 | 22 |
BARINGS LLC | 22 | 22 | 0.01% | 0.11% | 0.30% | Q4 2015 | Q1 2021 | 22 |
State of New Jersey Common Pension Fund D | 22 | 22 | 0.02% | 0.08% | 0.13% | Q3 2016 | Q4 2021 | 22 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2023 | 22 |
Voya Financial Advisors, Inc. | 11 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q1 2021 | 22 |
Winslow, Evans & Crocker, Inc. | 21 | 1 | 0.00% | 0.10% | 0.18% | Q1 2015 | Q4 2020 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 21 | 1 | 0.07% | 0.40% | 0.62% | Q4 2015 | Q3 2023 | 22 |
Samson Capital Management, LLC | 22 | 22 | 2.59% | 8.21% | 13.96% | Q1 2014 | Q2 2019 | 22 |
OppenheimerFunds, Inc. | 14 | 8 | 0.02% | 0.31% | 0.55% | Q1 2013 | Q1 2019 | 22 |
Advisors Capital Management, LLC | 22 | 22 | 0.05% | 0.13% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Barnett & Company, Inc. | 22 | 22 | 0.07% | 0.65% | 1.47% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 16 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 22 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.02% | 0.12% | Q3 2015 | Q3 2023 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.00% | 0.05% | 0.11% | Q2 2015 | Q3 2020 | 22 |
C V STARR & CO INC | 22 | 22 | 5.24% | 10.17% | 18.07% | Q4 2014 | Q1 2020 | 22 |
Independent Advisor Alliance | 19 | 3 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 21 |
Homrich & Berg | 19 | 2 | 0.01% | 0.03% | 0.10% | Q4 2015 | Q3 2021 | 21 |
Carroll Financial Associates, Inc. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2021 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Avalon Investment & Advisory | 18 | 3 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q2 2018 | 21 |
AQR Arbitrage LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2020 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.09% | 0.24% | 0.70% | Q1 2017 | Q2 2022 | 21 |
Virtu Financial LLC | 12 | 1 | 0.03% | 0.16% | 0.66% | Q4 2015 | Q3 2023 | 21 |
HITE Hedge Asset Management LLC | 10 | 1 | 0.20% | 1.36% | 6.91% | Q2 2013 | Q3 2020 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
Freestone Capital Holdings, LLC | 21 | 21 | 0.00% | 0.23% | 0.47% | Q4 2015 | Q4 2020 | 21 |
SEI INVESTMENTS CO | 14 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
AMERICAN FINANCIAL GROUP INC | 20 | 20 | 0.04% | 0.15% | 0.29% | Q4 2018 | Q3 2023 | 20 |
1834 INVESTMENT ADVISORS CO | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Country Club Trust Company, n.a. | 11 | 1 | 0.03% | 0.09% | 0.16% | Q1 2014 | Q4 2019 | 20 |
WEXFORD CAPITAL LP | 8 | 1 | 0.10% | 0.59% | 1.90% | Q3 2016 | Q3 2023 | 20 |
Global X Management CO LLC | 20 | 20 | 0.01% | 0.57% | 1.40% | Q3 2013 | Q2 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Allworth Financial LP | 14 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 20 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q1 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.24% | 0.51% | 1.31% | Q4 2018 | Q3 2023 | 20 |
Spot Trading L.L.C | 6 | 2 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q1 2017 | 19 |
Private Capital Advisors, Inc. | 12 | 7 | 1.42% | 1.87% | 2.63% | Q4 2016 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.01% | 0.04% | 0.15% | Q3 2018 | Q1 2023 | 19 |
Stockbridge Partners LLC | 19 | 19 | 1.71% | 7.81% | 11.61% | Q4 2015 | Q2 2020 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BAMCO INC /NY/ | 13 | 6 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q4 2018 | 19 |
ADIRONDACK TRUST CO | 10 | 9 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2021 | 19 |
Fiera Capital Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 19 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 18 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 18 | 18 | 0.13% | 0.34% | 0.57% | Q2 2019 | Q3 2023 | 18 |
STARR INTERNATIONAL CO INC | 18 | 18 | 0.41% | 1.39% | 4.11% | Q4 2015 | Q1 2020 | 18 |
GROUP ONE TRADING, L.P. | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 18 |
Rafferty Asset Management, LLC | 18 | 18 | 0.01% | 0.04% | 0.16% | Q2 2016 | Q3 2020 | 18 |
Inscription Capital, LLC | 10 | 2 | 0.08% | 0.21% | 0.58% | Q4 2018 | Q3 2023 | 18 |
HIGHLAND CAPITAL MANAGEMENT LP | 15 | 3 | 0.01% | 0.86% | 1.34% | Q1 2014 | Q2 2019 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
RMB Capital Management, LLC | 17 | 1 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 18 |
C.V. Starr & Co., Inc. Trust | 18 | 18 | 2.80% | 3.40% | 5.98% | Q4 2015 | Q1 2020 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 18 |
DELPHI FINANCIAL GROUP, INC. | 18 | 18 | 4.55% | 19.06% | 37.35% | Q2 2019 | Q3 2023 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Adams Asset Advisors, LLC | 18 | 18 | 0.13% | 0.83% | 1.04% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 18 |
Robertson Stephens Wealth Management, LLC | 17 | 17 | 0.03% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 17 |
STATE STREET CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 17 |
BP CAPITAL FUND ADVISORS, LLC | 17 | 17 | 0.18% | 3.17% | 6.99% | Q4 2015 | Q4 2019 | 17 |
Apollo Management Holdings, L.P. | 17 | 17 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q2 2022 | 17 |
Clal Insurance Enterprises Holdings Ltd | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2021 | 17 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 17 | 17 | 0.13% | 0.22% | 0.45% | Q4 2015 | Q4 2019 | 17 |
Simmons Bank | 17 | 17 | 0.01% | 0.04% | 0.04% | Q1 2016 | Q1 2020 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
FDx Advisors, Inc. | 14 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2021 | 17 |
Taylor Wealth Management Partners | 11 | 6 | 0.02% | 0.52% | 3.15% | Q1 2015 | Q3 2019 | 17 |
Mosaic Family Wealth, LLC | 17 | 17 | 0.09% | 0.20% | 0.31% | Q4 2015 | Q4 2019 | 17 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 17 | 17 | 0.12% | 0.15% | 0.17% | Q4 2015 | Q4 2019 | 17 |
HSBC HOLDINGS PLC | 17 | 17 | 0.04% | 0.08% | 0.15% | Q4 2015 | Q4 2019 | 17 |
REGIONS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
Bramshill Investments, LLC | 10 | 6 | 0.08% | 0.32% | 0.71% | Q2 2017 | Q2 2023 | 16 |
D.A. DAVIDSON & CO. | 9 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 1.42% | 2.34% | 4.78% | Q4 2019 | Q3 2023 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Pacer Advisors, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SMITH, MOORE & CO. | 16 | 16 | 0.09% | 0.13% | 0.16% | Q4 2019 | Q3 2023 | 16 |
ALLIANCEBERNSTEIN L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 16 |
Virtus ETF Advisers LLC | 7 | 2 | 0.50% | 3.23% | 10.30% | Q1 2016 | Q4 2021 | 16 |
Blackstone Inc. | 15 | 1 | 1.89% | 4.74% | 7.12% | Q4 2017 | Q3 2023 | 16 |
Modus Advisors, LLC | 16 | 16 | 0.24% | 0.28% | 0.31% | Q1 2020 | Q4 2023 | 16 |
TIEDEMANN ADVISORS, LLC | 12 | 4 | 0.02% | 0.25% | 0.62% | Q4 2016 | Q4 2020 | 16 |
RR Advisors, LLC | 9 | 1 | 0.15% | 3.89% | 8.00% | Q3 2015 | Q3 2023 | 16 |
Icon Wealth Partners, LLC | 10 | 3 | 0.02% | 0.20% | 0.48% | Q4 2017 | Q3 2023 | 16 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.18% | 0.24% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 10 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Financial Architects, Inc | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Progeny 3, Inc. | 9 | 6 | 0.30% | 2.72% | 5.08% | Q3 2019 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.01% | 0.07% | 0.13% | Q4 2015 | Q2 2019 | 15 |
TRUIST FINANCIAL CORP | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 15 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.06% | 0.41% | Q2 2014 | Q1 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q2 2019 | 15 |
BB&T SECURITIES, LLC | 8 | 7 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
TPG Group Holdings (SBS) Advisors, Inc. | 15 | 15 | 0.47% | 0.85% | 1.18% | Q1 2018 | Q3 2021 | 15 |
B. Riley Wealth Management, Inc. | 10 | 5 | 0.00% | 0.07% | 0.24% | Q2 2014 | Q2 2022 | 15 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 14 | 0.05% | 0.10% | 0.13% | Q2 2016 | Q3 2019 | 14 |
TPH Asset Management, LLC | 13 | 1 | 0.00% | 0.89% | 1.65% | Q3 2013 | Q4 2017 | 14 |
LVW Advisors, LLC | 8 | 3 | 0.09% | 0.13% | 0.24% | Q4 2014 | Q1 2019 | 14 |
Cetera Advisors LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.00% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.03% | 0.06% | 0.09% | Q1 2014 | Q2 2017 | 14 |
Verition Fund Management LLC | 8 | 1 | 0.01% | 0.13% | 0.59% | Q1 2016 | Q3 2022 | 14 |
Samalin Investment Counsel, LLC | 13 | 1 | 0.04% | 0.79% | 1.18% | Q4 2019 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Cypress Wealth Advisors LLC | 8 | 6 | 0.11% | 0.81% | 2.83% | Q2 2015 | Q1 2019 | 14 |
Russell Investments Group, Ltd. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 14 |
Ameritas Investment Partners, Inc. | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q2 2023 | 14 |
Sargent Bickham Lagudis LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2019 | 14 |
Ballentine Partners, LLC | 13 | 13 | 0.04% | 0.07% | 0.13% | Q4 2016 | Q4 2019 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.76% | 1.74% | 4.24% | Q3 2017 | Q3 2020 | 13 |
Boston Partners | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 13 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 2 | 0.05% | 0.79% | 1.60% | Q4 2015 | Q3 2020 | 13 |
Center Coast Capital Advisors, LP | 13 | 13 | 0.89% | 5.67% | 8.70% | Q4 2014 | Q4 2017 | 13 |
CPWM, LLC | 13 | 13 | 0.03% | 0.45% | 0.74% | Q1 2018 | Q1 2021 | 13 |
WESBANCO BANK INC | 9 | 4 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 13 |
Citizens Business Bank | 13 | 13 | 0.11% | 0.25% | 0.32% | Q4 2016 | Q4 2019 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.04% | 0.16% | 0.35% | Q4 2014 | Q4 2018 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 1 | 0.00% | 0.09% | 0.45% | Q1 2020 | Q4 2023 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
COMERICA BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2019 | 13 |
BENJAMIN EDWARDS INC | 8 | 5 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 13 |
Oxbow Advisors, LLC | 12 | 1 | 0.05% | 0.74% | 1.65% | Q4 2019 | Q3 2023 | 13 |
NGP MR Management, LLC | 13 | 13 | 91.71% | 95.97% | 98.94% | Q4 2015 | Q4 2018 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.03% | 0.16% | Q3 2020 | Q3 2023 | 13 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.06% | 0.44% | Q3 2018 | Q1 2023 | 13 |
Sovereign Investment Advisors, LLC | 13 | 13 | 2.30% | 4.39% | 5.22% | Q3 2020 | Q3 2023 | 13 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
KNOTT DAVID M | 12 | 12 | 0.73% | 2.63% | 4.48% | Q1 2018 | Q4 2020 | 12 |
E&G Advisors, LP | 12 | 12 | 0.09% | 0.13% | 0.22% | Q4 2015 | Q3 2018 | 12 |
Balentine LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q2 2019 | 12 |
ROPES WEALTH ADVISORS LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2020 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.58% | 0.73% | 0.94% | Q4 2020 | Q3 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 0.54% | 0.67% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Summit Equities Inc | 12 | 12 | 0.12% | 0.20% | 0.27% | Q4 2015 | Q3 2018 | 12 |
Estabrook Capital Management | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Joel Isaacson & Co., LLC | 11 | 1 | 0.00% | 0.17% | 0.25% | Q1 2016 | Q4 2019 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
PROFFITT & GOODSON INC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cresset Asset Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q2 2022 | 12 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 12 |
GRIFFIN ASSET MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 1.04% | 2.88% | 5.40% | Q4 2020 | Q3 2023 | 12 |
Appaloosa LP | 12 | 12 | 0.12% | 0.32% | 0.47% | Q4 2020 | Q3 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 8 | 4 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.07% | 0.30% | 0.51% | Q4 2020 | Q3 2023 | 12 |
Municipal Employees' Retirement System of Michigan | 10 | 2 | 0.15% | 0.25% | 0.43% | Q1 2016 | Q1 2019 | 12 |
Heritage Wealth Advisors | 12 | 12 | 0.14% | 0.49% | 0.92% | Q1 2017 | Q4 2019 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 2.92% | 7.62% | 10.38% | Q4 2020 | Q3 2023 | 12 |
PRENTISS SMITH & CO INC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2018 | 12 |
Evercore Wealth Management, LLC | 8 | 4 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 12 |
SOLARIS ASSET MANAGEMENT LLC | 8 | 4 | 0.01% | 0.04% | 0.11% | Q3 2014 | Q3 2017 | 12 |
Lido Advisors, LLC | 10 | 2 | 0.02% | 0.05% | 0.14% | Q3 2019 | Q3 2022 | 12 |
WELLINGTON MANAGEMENT GROUP LLP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 11 |
MetLife Investment Management, LLC | 11 | 11 | 0.12% | 0.19% | 0.25% | Q3 2018 | Q1 2021 | 11 |
Domani Wealth, LLC | 11 | 11 | 0.20% | 0.75% | 0.94% | Q4 2015 | Q2 2018 | 11 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 11 |
Marquette Asset Management, LLC | 8 | 3 | 0.21% | 0.46% | 0.69% | Q4 2015 | Q3 2018 | 11 |
SHIKIAR ASSET MANAGEMENT INC | 11 | 11 | 0.21% | 1.12% | 1.62% | Q1 2017 | Q3 2019 | 11 |
PIN OAK INVESTMENT ADVISORS INC | 11 | 11 | 0.03% | 0.16% | 0.22% | Q4 2017 | Q2 2020 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.23% | 0.28% | 0.43% | Q4 2019 | Q2 2022 | 11 |
Cedar Wealth Management, LLC | 10 | 1 | 0.01% | 0.07% | 0.12% | Q4 2016 | Q3 2019 | 11 |
Covington Capital Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.03% | 0.18% | 0.32% | Q1 2021 | Q3 2023 | 11 |
First Heartland Consultants, Inc. | 11 | 11 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Claybrook Capital, LLC | 9 | 1 | 0.03% | 0.23% | 0.34% | Q4 2018 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.16% | 0.25% | 0.33% | Q1 2020 | Q3 2022 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.02% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Capital Advisors, Ltd. LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Annandale Capital, LLC | 10 | 1 | 0.01% | 0.53% | 0.88% | Q4 2020 | Q3 2023 | 11 |
FAYEZ SAROFIM & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
Granby Capital Management, LLC | 11 | 11 | 0.73% | 2.75% | 3.69% | Q1 2021 | Q3 2023 | 11 |
Anchor Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
COOKSON PEIRCE & CO INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Yost Capital Management, LP | 11 | 11 | 1.16% | 2.58% | 3.52% | Q4 2016 | Q2 2019 | 11 |
RBF Capital, LLC | 6 | 5 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 11 |
TOTH FINANCIAL ADVISORY CORP | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 11 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2017 | 11 |
CoreCommodity Management, LLC | 7 | 1 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q2 2023 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
CATAWBA CAPITAL MANAGEMENT /VA | 9 | 1 | 0.05% | 0.19% | 0.24% | Q4 2015 | Q2 2018 | 10 |
Amundi | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Dynamic Advisor Solutions LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
Pensionmark Financial Group, LLC | 10 | 10 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Black Swift Group, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2019 | 10 |
Aviance Capital Partners, LLC | 10 | 10 | 0.07% | 0.20% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 0.26% | 0.56% | 0.80% | Q2 2021 | Q3 2023 | 10 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7 | 3 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
PEDDOCK CAPITAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.15% | 0.22% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q2 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2021 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.01% | 0.02% | 0.11% | Q3 2019 | Q4 2021 | 10 |
Advisor OS, LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Venturi Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.19% | Q4 2015 | Q3 2023 | 10 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 10 | 10 | 0.13% | 0.17% | 0.19% | Q4 2016 | Q1 2019 | 10 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Wealth Alliance | 9 | 9 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q4 2017 | 9 |
EASTERLY INVESTMENT PARTNERS LLC | 9 | 9 | 0.06% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Cardan Capital Partners, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2021 | 9 |
Koshinski Asset Management, Inc. | 5 | 1 | 0.01% | 0.07% | 0.15% | Q3 2016 | Q1 2022 | 9 |
FRIESS ASSOCIATES LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
PPM AMERICA INC/IL | 9 | 9 | 1.19% | 14.09% | 39.86% | Q3 2021 | Q3 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 9 | 0.03% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
SANDERS MORRIS HARRIS LLC | 7 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Jacobus Wealth Management, Inc. | 9 | 9 | 0.07% | 0.12% | 0.26% | Q3 2015 | Q3 2017 | 9 |
Ferris Capital, LLC | 8 | 1 | 0.04% | 0.15% | 0.24% | Q2 2017 | Q3 2019 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Everett Capital Advisors UK LLP | 7 | 7 | 0.77% | 2.71% | 9.10% | Q1 2018 | Q3 2019 | 9 |
Clearstead Trust, LLC | 9 | 9 | 0.02% | 0.66% | 0.98% | Q4 2016 | Q4 2018 | 9 |
Arrow Investment Advisors, LLC | 9 | 9 | 0.14% | 0.19% | 0.23% | Q3 2020 | Q3 2022 | 9 |
AMERICAN CENTURY COMPANIES INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 9 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q3 2018 | 9 |
Glassman Wealth Services | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2020 | 9 |
Marshall Wace North America L.P. | 7 | 1 | 0.02% | 0.10% | 0.25% | Q2 2017 | Q3 2021 | 9 |
Clarkston Capital Partners, LLC | 5 | 4 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q2 2020 | 9 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2021 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.03% | 0.14% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.08% | 0.25% | 0.61% | Q3 2021 | Q3 2023 | 9 |
ROCKEFELLER FINANCIAL SERVICES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.05% | 0.09% | 0.27% | Q3 2019 | Q3 2021 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Sterling Capital Management LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 9 |
C2C Wealth Management, LLC | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Donoghue Forlines LLC | 8 | 8 | 0.14% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Geneva Partners, LLC | 7 | 1 | 0.54% | 1.02% | 1.37% | Q3 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.14% | 0.66% | Q4 2018 | Q2 2023 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.33% | 0.83% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Caption Management, LLC | 3 | 1 | 0.02% | 0.11% | 0.18% | Q1 2019 | Q1 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.11% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.37% | 0.57% | 0.77% | Q4 2015 | Q3 2017 | 8 |
Trellus Management Company, LLC | 7 | 1 | 0.29% | 0.31% | 0.35% | Q4 2015 | Q4 2017 | 8 |
Vestcor Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2022 | 8 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 5 | 3 | 3.67% | 4.34% | 5.03% | Q4 2015 | Q4 2017 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 2 | 0.04% | 0.09% | 0.12% | Q4 2016 | Q4 2018 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.01% | 0.09% | 0.22% | Q4 2015 | Q4 2020 | 8 |
Cowen Prime Services LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q2 2021 | 8 |
Quinn Opportunity Partners LLC | 8 | 8 | 0.05% | 0.21% | 0.46% | Q4 2015 | Q3 2017 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Whetstone Capital Advisors, LLC | 5 | 2 | 0.09% | 0.88% | 4.80% | Q3 2015 | Q4 2017 | 8 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.05% | 0.12% | Q1 2016 | Q3 2018 | 8 |
FFT WEALTH MANAGEMENT LLC | 7 | 1 | 0.00% | 0.30% | 0.41% | Q4 2015 | Q2 2021 | 8 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 1 | 0.01% | 0.02% | 0.13% | Q2 2013 | Q4 2015 | 8 |
Penn Mutual Asset Management, LLC | 7 | 1 | 0.26% | 1.45% | 3.01% | Q4 2019 | Q3 2023 | 8 |
Southland Equity Partners LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 10.69% | 11.46% | 12.18% | Q4 2021 | Q3 2023 | 8 |
Newman Dignan & Sheerar, Inc. | 8 | 8 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
KMG FIDUCIARY PARTNERS, LLC | 8 | 8 | 0.04% | 0.23% | 0.36% | Q4 2021 | Q3 2023 | 8 |
FRONTIER INVESTMENT MGMT CO | 8 | 8 | 0.03% | 0.12% | 0.22% | Q3 2018 | Q2 2020 | 8 |
Principal Street Partners, LLC | 7 | 1 | 0.05% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 8 |
NEXPOINT ASSET MANAGEMENT, L.P. | 8 | 8 | 0.81% | 1.66% | 2.75% | Q3 2019 | Q2 2021 | 8 |
Good Life Advisors, LLC | 8 | 8 | 0.07% | 0.14% | 0.25% | Q4 2016 | Q3 2018 | 8 |
TRAVELERS COMPANIES, INC. | 8 | 8 | 3.96% | 4.98% | 7.35% | Q4 2015 | Q3 2017 | 8 |
USCA RIA LLC | 5 | 1 | 0.02% | 0.04% | 0.21% | Q4 2015 | Q2 2021 | 8 |
Legacy Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2022 | 8 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 8 |
TPG GP A, LLC | 8 | 8 | 0.42% | 0.59% | 0.70% | Q4 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.83% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
COMERICA SECURITIES,INC. | 7 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q1 2021 | 8 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 8 |
Cannell & Co. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
M&R Follow-On Fund Management, LP | 8 | 8 | 100.00% | 100.00% | 100.00% | Q4 2015 | Q3 2017 | 8 |
PAYDEN & RYGEL | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quadrant Private Wealth Management, LLC | 4 | 1 | 0.08% | 0.20% | 0.28% | Q4 2017 | Q1 2022 | 7 |
Swift Run Capital | 7 | 7 | 0.20% | 0.38% | 0.44% | Q4 2015 | Q2 2017 | 7 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.08% | 0.20% | Q3 2020 | Q3 2023 | 7 |
Ahrens Investment Partners LLC | 6 | 1 | 0.07% | 0.10% | 0.13% | Q1 2021 | Q1 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
State of Wyoming | 4 | 1 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q2 2023 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Oliver Luxxe Assets LLC | 7 | 7 | 0.07% | 0.23% | 0.33% | Q3 2020 | Q1 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
PUTNAM INVESTMENTS LLC | 6 | 1 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q4 2015 | 7 |
Bell Bank | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 7 |
Wambolt & Associates, LLC | 7 | 7 | 0.15% | 0.28% | 0.38% | Q4 2018 | Q2 2020 | 7 |
FORTEM FINANCIAL GROUP, LLC | 6 | 1 | 0.05% | 0.62% | 0.87% | Q4 2020 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.09% | 0.17% | 0.25% | Q4 2016 | Q2 2018 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
INTEGRAL DERIVATIVES, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 7 |
AMP Capital Investors Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 7 |
CHILTON INVESTMENT CO INC. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
MARINER INVESTMENT GROUP LLC | 7 | 7 | 0.30% | 2.92% | 6.00% | Q2 2016 | Q4 2017 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Brookstone Capital Management | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 7 |
HENNESSY ADVISORS INC | 7 | 7 | 0.29% | 0.31% | 0.36% | Q1 2022 | Q3 2023 | 7 |
BROWN ADVISORY INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.02% | 0.09% | 0.20% | Q1 2015 | Q4 2019 | 7 |
Fortis Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q1 2019 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.02% | 0.91% | 1.53% | Q4 2018 | Q2 2020 | 7 |
TFO Wealth Partners, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q4 2021 | 7 |
Clearview Wealth Advisors LLC | 5 | 2 | 0.00% | 0.03% | 0.13% | Q1 2021 | Q4 2022 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q2 2019 | 7 |
CULLINAN ASSOCIATES INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Pentwater Capital Management LP | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2017 | 7 |
Segment Wealth Management, LLC | 6 | 1 | 0.06% | 0.10% | 0.12% | Q1 2017 | Q2 2021 | 7 |
Liberty Mutual Group Asset Management Inc. | 7 | 7 | 0.07% | 0.24% | 0.30% | Q3 2015 | Q1 2017 | 7 |
Private Capital Group, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
COMERICA SECURITIES INC | 5 | 2 | 0.02% | 0.12% | 0.38% | Q1 2015 | Q4 2018 | 7 |
WASHINGTON TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 7 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 6 |
Princeton Global Asset Management LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
CFM WEALTH PARTNERS LLC | 4 | 1 | 0.14% | 0.17% | 0.21% | Q3 2021 | Q2 2023 | 6 |
Avidian Wealth Solutions, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
SUNTRUST BANKS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
CLINTON GROUP INC | 2 | 1 | 0.06% | 0.20% | 0.41% | Q1 2015 | Q1 2018 | 6 |
Smith Affiliated Capital Corp. | 5 | 1 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q3 2017 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Parkwood LLC | 2 | 1 | 0.08% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 6 |
NuWave Investment Management, LLC | 3 | 3 | 0.01% | 0.09% | 0.17% | Q3 2020 | Q1 2022 | 6 |
MHI Funds, LLC | 6 | 6 | 1.82% | 2.51% | 2.76% | Q4 2017 | Q1 2019 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Heritage Trust Co | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Wealthstar Advisors, LLC | 5 | 1 | 0.10% | 0.23% | 0.35% | Q1 2022 | Q3 2023 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q2 2022 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.06% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.47% | 0.74% | 1.15% | Q1 2018 | Q2 2019 | 6 |
FineMark National Bank & Trust | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2021 | 6 |
FORT, L.P. | 6 | 6 | 0.18% | 0.48% | 0.68% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Private Harbour Investment Management & Counsel, LLC | 6 | 6 | 0.64% | 0.73% | 0.93% | Q4 2015 | Q1 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN CAPITAL LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
SNOW CAPITAL MANAGEMENT LP | 6 | 6 | 0.13% | 0.20% | 0.31% | Q1 2020 | Q2 2021 | 6 |
Trek Financial, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 6 |
Perkins Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Port Capital LLC | 4 | 2 | 0.02% | 0.74% | 1.21% | Q4 2017 | Q2 2019 | 6 |
Epoch Investment Partners, Inc. | 6 | 6 | 0.24% | 0.30% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 6 |
Westover Capital Advisors, LLC | 5 | 5 | 0.15% | 0.21% | 0.26% | Q4 2018 | Q4 2019 | 5 |
Snowden Capital Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CERTUITY, LLC | 5 | 5 | 0.12% | 0.30% | 0.50% | Q1 2021 | Q1 2022 | 5 |
Bellwether Advisors, LLC | 5 | 5 | 0.01% | 0.08% | 0.34% | Q3 2021 | Q3 2022 | 5 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 5 |
Bluefin Trading, LLC | 4 | 1 | 0.00% | 0.08% | 0.33% | Q3 2015 | Q4 2016 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.05% | 0.18% | Q3 2015 | Q2 2021 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q2 2019 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.06% | 0.10% | 0.17% | Q4 2015 | Q1 2017 | 5 |
Chiron Investment Management, LLC | 4 | 1 | 0.10% | 1.13% | 1.93% | Q3 2021 | Q3 2023 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 5 |
B&D White Capital Company, LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 5 |
Blueprint Investment Partners LLC | 5 | 5 | 0.10% | 0.89% | 1.28% | Q3 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Chevy Chase Trust Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
SJS Investment Consulting Inc. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Retirement Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 5 |
Airain ltd | 2 | 1 | 0.02% | 0.06% | 0.16% | Q4 2014 | Q4 2016 | 5 |
SeaCrest Wealth Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 5 |
Summit Financial, LLC | 3 | 2 | 0.03% | 0.09% | 0.12% | Q4 2018 | Q1 2020 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Berman Capital Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 5 |
Focused Wealth Management, Inc | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2020 | 5 |
Pegasus Partners Ltd. | 4 | 1 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 5 |
FAS Wealth Partners, Inc. | 4 | 1 | 0.06% | 0.07% | 0.10% | Q4 2015 | Q3 2017 | 5 |
AGF Investments LLC | 4 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q4 2019 | 5 |
NWAM LLC | 5 | 5 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q2 2020 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q2 2019 | 5 |
New Potomac Partners, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
KANALY TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
QS Investors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Moser Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Caprock Group, LLC | 5 | 5 | 0.25% | 0.40% | 0.52% | Q1 2016 | Q1 2017 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.05% | 0.08% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 5 | 0.35% | 0.37% | 0.38% | Q4 2020 | Q4 2021 | 5 |
Lavaca Capital LLC | 4 | 1 | 0.05% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 5 |
CFO4Life Group, LLC | 5 | 5 | 0.13% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
TD Capital Management LLC | 4 | 1 | 0.01% | 0.04% | 0.05% | Q3 2017 | Q4 2020 | 5 |
Parallel Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 5 |
CUMBERLAND ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
EnTrust Global Partners Offshore LP | 5 | 5 | 0.62% | 0.91% | 1.11% | Q4 2017 | Q4 2018 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.09% | 0.10% | 0.14% | Q1 2018 | Q1 2019 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
PITCAIRN CO | 3 | 2 | 0.02% | 0.09% | 0.20% | Q4 2017 | Q4 2020 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 5 |
State of Tennessee, Treasury Department | 5 | 5 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q1 2019 | 5 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q2 2017 | 5 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.04% | 0.30% | 0.71% | Q4 2018 | Q4 2019 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
PINNACLE ASSOCIATES LTD | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 5 |
Independence Trust CO | 5 | 5 | 0.19% | 0.23% | 0.30% | Q2 2013 | Q2 2014 | 5 |
Colonial River Wealth Management, LLC | 4 | 1 | 0.12% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Highstreet Asset Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q4 2019 | 5 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 4 |
CSS LLC/IL | 3 | 1 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q4 2019 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Wall Capital Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 4 | 4 | 0.27% | 0.59% | 0.90% | Q4 2014 | Q3 2015 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Quantbot Technologies LP | 3 | 1 | 0.04% | 0.10% | 0.23% | Q3 2015 | Q3 2016 | 4 |
Quadrature Capital Ltd | 2 | 2 | 0.18% | 0.24% | 0.32% | Q1 2016 | Q1 2017 | 4 |
TCTC Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BAHL & GAYNOR INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORSTA AP-FONDEN | 4 | 4 | 0.06% | 0.29% | 0.43% | Q1 2017 | Q4 2017 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
WFG Advisors, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Merewether Investment Management, LP | 4 | 4 | 0.20% | 0.27% | 0.32% | Q3 2021 | Q2 2022 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
AXA S.A. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Certified Advisory Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
ATWOOD & PALMER INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q3 2016 | 4 |
Veracity Capital LLC | 4 | 4 | 0.37% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Gryphon Financial Partners LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2017 | Q3 2018 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.10% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.15% | 0.60% | Q2 2017 | Q1 2018 | 4 |
Royal Harbor Partners, LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q4 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.08% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.12% | 0.19% | 0.31% | Q4 2020 | Q3 2021 | 4 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Franklin Square Holdings, L.P. | 3 | 1 | 0.24% | 0.49% | 0.86% | Q1 2017 | Q1 2018 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 2.30% | 2.47% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 4 |
Perennial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.01% | 0.15% | 0.29% | Q2 2018 | Q3 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.39% | 0.46% | 0.50% | Q4 2018 | Q3 2019 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.12% | 0.82% | 1.45% | Q4 2017 | Q3 2018 | 4 |
Johnson Financial Group, LLC | 4 | 4 | 0.21% | 0.27% | 0.33% | Q2 2017 | Q1 2018 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q2 2017 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2018 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.11% | 0.17% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.26% | 0.47% | 0.69% | Q4 2017 | Q3 2018 | 4 |
Capital Advisory Group Advisory Services, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q1 2022 | 4 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Group LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 3 |
Investors Capital Advisory Services | 3 | 3 | 0.06% | 0.11% | 0.18% | Q4 2015 | Q2 2016 | 3 |
SCP Investment, LP | 2 | 1 | 0.15% | 1.14% | 2.14% | Q1 2018 | Q2 2020 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.17% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
BBR PARTNERS, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2021 | 3 |
SL ADVISORS, LLC | 1 | 1 | 0.37% | 0.57% | 0.88% | Q3 2018 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 3 |
Incline Global Management LLC | 2 | 1 | 0.04% | 0.26% | 0.55% | Q1 2017 | Q4 2019 | 3 |
Terra Nova Asset Management LLC | 3 | 3 | 0.28% | 0.36% | 0.46% | Q4 2015 | Q2 2016 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
AQR Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Family Management Corp | 3 | 3 | 0.60% | 0.74% | 0.95% | Q4 2015 | Q2 2016 | 3 |
BOYS ARNOLD & CO INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Hodges Capital Management Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q1 2022 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.45% | 0.54% | 0.61% | Q1 2021 | Q3 2021 | 3 |
BARDIN HILL MANAGEMENT PARTNERS LP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.21% | 0.37% | 0.54% | Q2 2020 | Q4 2020 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q4 2017 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 3 |
JET CAPITAL INVESTORS L P | 3 | 3 | 0.05% | 0.08% | 0.10% | Q2 2017 | Q4 2017 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.02% | 0.08% | 0.17% | Q4 2015 | Q2 2016 | 3 |
Capital Innovations LLC | 2 | 1 | 0.44% | 0.53% | 0.62% | Q4 2015 | Q3 2016 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q1 2020 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Taylor Hoffman Wealth Management | 2 | 1 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q2 2020 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
True North Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.56% | 0.61% | 0.64% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.08% | 0.13% | 0.19% | Q4 2018 | Q4 2019 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.31% | 0.87% | 1.29% | Q2 2019 | Q4 2019 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 3 | 3 | 0.94% | 1.02% | 1.11% | Q4 2015 | Q2 2016 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.40% | 0.43% | 0.45% | Q1 2023 | Q3 2023 | 3 |
TOWNSQUARE CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Merrion Investment Management Co, LLC | 3 | 3 | 0.39% | 0.41% | 0.45% | Q1 2023 | Q3 2023 | 3 |
North Star Investment Management Corp. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Sigma Planning Corp | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2016 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.25% | 0.44% | Q2 2017 | Q4 2019 | 3 |
Formidable Asset Management, LLC | 1 | 1 | 0.09% | 0.15% | 0.24% | Q4 2019 | Q4 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Charter Oak Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Venture Visionary Partners LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 3 |
Osborn Williams & Donohoe LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
STABLEFORD CAPITAL II LLC | 3 | 3 | 0.77% | 0.86% | 0.94% | Q1 2021 | Q3 2021 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.56% | 2.42% | 2.89% | Q3 2019 | Q1 2020 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.02% | 0.10% | 0.18% | Q4 2015 | Q2 2019 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Glovista Investments LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
OAK FAMILY ADVISORS, LLC | 3 | 3 | 0.12% | 0.18% | 0.30% | Q2 2022 | Q4 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.10% | 0.16% | Q2 2021 | Q2 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.15% | 0.24% | 0.35% | Q1 2016 | Q3 2016 | 3 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 3 |
ARES MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2016 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Van Cleef Asset Management,Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
GREEN HOLDINGS LTD | 2 | 2 | 3.22% | 3.75% | 4.27% | Q2 2013 | Q3 2013 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.26% | 0.31% | 0.35% | Q2 2021 | Q3 2021 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.04% | 0.14% | 0.24% | Q2 2019 | Q4 2019 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Intrua Financial, LLC | 1 | 1 | 0.05% | 0.10% | 0.14% | Q2 2020 | Q1 2021 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
AlphaCore Capital LLC | 2 | 2 | 8.49% | 8.65% | 8.80% | Q2 2023 | Q3 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NATIONAL PENN INVESTORS TRUST CO /PA | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q1 2016 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.14% | 0.18% | 0.21% | Q2 2022 | Q3 2022 | 2 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 1 | 1 | 0.73% | 0.77% | 0.81% | Q4 2022 | Q3 2023 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
LGL PARTNERS, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q2 2019 | 2 |
Rollins Financial | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2023 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.08% | 0.18% | 0.28% | Q3 2014 | Q2 2016 | 2 |
AMI INVESTMENT MANAGEMENT INC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2019 | Q4 2019 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2021 | 2 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
EnTrustPermal Management LLC | 2 | 2 | 1.33% | 1.39% | 1.46% | Q2 2017 | Q3 2017 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Castleton Investment Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2017 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
REAVES W H & CO INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q1 2016 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
ADELL HARRIMAN & CARPENTER INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FolioMetrix LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Buck Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HALL LAURIE J TRUSTEE | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
IMC-Chicago, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.03% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Morling Financial Advisors, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Aperio Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Sabal Trust CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q2 2022 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 2 |
FORA Capital, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q2 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Alden Global Capital LLC | 1 | 1 | 1.36% | 2.26% | 3.17% | Q4 2020 | Q3 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.14% | 0.17% | Q2 2016 | Q4 2016 | 2 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Platform Technology Partners | 2 | 2 | 0.29% | 0.79% | 1.29% | Q4 2019 | Q1 2020 | 2 |
SWS Partners | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Colorado Capital Management, Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q3 2018 | 2 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 6.71% | 7.02% | 7.33% | Q3 2018 | Q4 2018 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Requisite Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Acorn Advisory Capital L.P. | 2 | 2 | 9.18% | 9.54% | 9.90% | Q2 2019 | Q3 2019 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Grace Capital | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Well Done, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 2 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
SEARLE & CO. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2018 | Q3 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.09% | 0.18% | Q2 2023 | Q3 2023 | 2 |
AlphaOne Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Brave Warrior Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
United Asset Strategies, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
American Assets Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
DEERE & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
XR Securities LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Asio Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Greytown Advisors Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Wilkinson Global Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2018 | Q4 2018 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2017 | Q1 2017 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2014 | Q4 2014 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Allie Family Office LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2017 | Q4 2017 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Partners Value Investments L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q3 2020 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
MorganRosel Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Straight Path Wealth Management | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2021 | Q4 2021 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Amiya Capital LLP | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2015 | Q2 2015 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2015 | Q4 2015 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ALLSTATE CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2014 | Q4 2014 | 1 |
Hartree Partners, LP | 1 | 1 | 2.36% | 2.36% | 2.36% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TradeLink Capital LLC | 1 | 1 | 6.14% | 6.14% | 6.14% | Q2 2017 | Q2 2017 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GP Brinson Investments LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2021 | Q1 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Deep Basin Capital LP | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2020 | Q3 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ADE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Wealth Advisors of Tampa Bay, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Sculptor Capital LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2023 | Q3 2023 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2018 | Q1 2018 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Strategic Income Management, LLC | 1 | 1 | 9.20% | 9.20% | 9.20% | Q3 2023 | Q3 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Forward Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2016 | Q4 2016 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own MPLX LP or have owned MPLX LP in the past.