Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34 | 34 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 89 |
Citadel Advisors | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 59 |
Cutler Group LLC / CA | 12 | 5 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2021 | 51 |
Walleye Trading LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2021 | 47 |
GOLDMAN SACHS GROUP INC | 34 | 34 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q4 2021 | 39 |
CITIGROUP INC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2021 | 38 |
PEAK6 Group LLC | 17 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2018 | 38 |
BANK OF AMERICA CORP /DE/ | 34 | 34 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2021 | 37 |
ROYAL BANK OF CANADA | 34 | 34 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2021 | 36 |
WELLS FARGO & COMPANY/MN | 34 | 34 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 35 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q4 2021 | 35 |
MORGAN STANLEY | 34 | 34 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q4 2021 | 34 |
CASTLEARK MANAGEMENT LLC | 34 | 34 | 0.00% | 0.09% | 0.25% | Q3 2013 | Q4 2021 | 34 |
Texas Yale Capital Corp. | 34 | 34 | 0.05% | 0.35% | 0.94% | Q3 2013 | Q4 2021 | 34 |
BARCLAYS PLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2021 | 34 |
DIVIDEND ASSETS CAPITAL, LLC | 34 | 34 | 0.01% | 0.67% | 2.41% | Q3 2013 | Q4 2021 | 34 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 34 | 34 | 0.46% | 2.51% | 6.59% | Q3 2013 | Q4 2021 | 34 |
PNC FINANCIAL SERVICES GROUP, INC. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 34 |
BLAIR WILLIAM & CO/IL | 34 | 34 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2021 | 34 |
CHICKASAW CAPITAL MANAGEMENT LLC | 34 | 34 | 2.67% | 3.31% | 4.56% | Q3 2013 | Q4 2021 | 34 |
DEUTSCHE BANK AG\ | 34 | 34 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2021 | 34 |
UBS Group AG | 29 | 29 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2021 | 34 |
WOLVERINE TRADING, LLC | 15 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 33 |
First Horizon Advisors, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 33 |
ARS Investment Partners, LLC | 27 | 6 | 0.03% | 0.76% | 3.07% | Q3 2013 | Q4 2021 | 33 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 32 | 32 | 0.36% | 1.83% | 4.42% | Q3 2013 | Q2 2021 | 33 |
JPMORGAN CHASE & CO | 32 | 32 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2021 | 32 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 31 | 1 | 0.05% | 1.45% | 4.80% | Q3 2013 | Q4 2021 | 32 |
US BANCORP \DE\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 32 |
HighTower Advisors, LLC | 32 | 32 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q4 2021 | 32 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q4 2021 | 32 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2021 | 31 |
Creative Planning | 19 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 29 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2021 | 28 |
CIBC Private Wealth Group, LLC | 23 | 5 | 0.00% | 0.08% | 0.39% | Q4 2014 | Q4 2021 | 28 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 28 | 28 | 0.55% | 2.00% | 3.52% | Q1 2015 | Q4 2021 | 28 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 28 | 28 | 0.03% | 0.26% | 0.46% | Q4 2014 | Q3 2021 | 28 |
BNP PARIBAS FINANCIAL MARKETS | 20 | 7 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2021 | 27 |
NBW CAPITAL LLC | 27 | 27 | 0.52% | 1.82% | 2.81% | Q1 2015 | Q3 2021 | 27 |
SG Americas Securities, LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2021 | 27 |
ALPS ADVISORS INC | 27 | 27 | 0.00% | 2.03% | 5.28% | Q2 2015 | Q4 2021 | 27 |
Nuveen Asset Management, LLC | 18 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q4 2019 | 27 |
Copeland Capital Management, LLC | 27 | 27 | 0.01% | 0.23% | 0.59% | Q4 2013 | Q2 2020 | 27 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 17 | 10 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2021 | 27 |
BANK OF MONTREAL /CAN/ | 23 | 4 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2021 | 27 |
Parkside Financial Bank & Trust | 26 | 26 | 0.01% | 0.29% | 0.55% | Q3 2015 | Q4 2021 | 26 |
FMR LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2021 | 26 |
MAI Capital Management | 24 | 24 | 0.00% | 0.15% | 0.35% | Q3 2015 | Q2 2021 | 25 |
Energy Income Partners, LLC | 17 | 8 | 0.09% | 1.54% | 3.40% | Q3 2013 | Q4 2020 | 25 |
FIFTH THIRD BANCORP | 17 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 24 |
Russell Investments Group, Ltd. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2020 | 24 |
STIFEL FINANCIAL CORP | 21 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
SIGNATUREFD, LLC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2021 | 24 |
Salient Capital Advisors, LLC | 24 | 24 | 0.72% | 1.56% | 2.42% | Q4 2015 | Q3 2021 | 24 |
Neuberger Berman Group LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2021 | 24 |
WILLIAMS JONES & ASSOCIATES LLC | 24 | 24 | 0.02% | 0.10% | 0.24% | Q3 2013 | Q2 2019 | 24 |
MILLER HOWARD INVESTMENTS INC /NY | 24 | 24 | 0.33% | 0.57% | 1.18% | Q1 2016 | Q4 2021 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2021 | 24 |
Diversified Trust Co | 23 | 1 | 0.01% | 0.07% | 0.15% | Q2 2014 | Q2 2020 | 24 |
Pinnacle Holdings, LLC | 23 | 23 | 0.39% | 0.84% | 1.25% | Q2 2016 | Q4 2021 | 23 |
WESTWOOD HOLDINGS GROUP INC | 20 | 3 | 0.04% | 0.30% | 0.54% | Q3 2013 | Q2 2020 | 23 |
QUADRANT CAPITAL GROUP LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2021 | 23 |
LVW Advisors, LLC | 23 | 23 | 0.08% | 0.55% | 1.45% | Q4 2014 | Q2 2020 | 23 |
HighTower Trust Company, N.A. | 13 | 3 | 0.03% | 0.08% | 0.13% | Q4 2015 | Q4 2021 | 23 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 23 |
PEAK6 Investments LLC | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2021 | 23 |
NORTHERN TRUST CORP | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 22 |
Invesco Ltd. | 20 | 2 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q4 2021 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2020 | 22 |
MONETARY MANAGEMENT GROUP INC | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q3 2021 | 22 |
Pointe Capital Management LLC | 17 | 5 | 0.21% | 0.83% | 1.28% | Q3 2015 | Q1 2021 | 22 |
FIRST TRUST ADVISORS LP | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 22 |
Virtus ETF Advisers LLC | 11 | 2 | 0.38% | 1.20% | 3.83% | Q4 2015 | Q4 2021 | 21 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 21 | 21 | 1.08% | 2.72% | 5.90% | Q4 2016 | Q4 2021 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 21 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 21 | 21 | 0.07% | 0.25% | 0.50% | Q4 2015 | Q4 2020 | 21 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 21 |
AQR Arbitrage LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2020 | 21 |
JENNISON ASSOCIATES LLC | 13 | 8 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 21 |
CONNING INC. | 21 | 21 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q4 2019 | 21 |
GLENMEDE TRUST CO NA | 17 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2020 | 20 |
RR Advisors, LLC | 18 | 2 | 0.50% | 5.99% | 20.45% | Q3 2013 | Q4 2021 | 20 |
State of New Jersey Common Pension Fund D | 20 | 20 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q2 2021 | 20 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 20 |
METROPOLITAN LIFE INSURANCE CO/NY | 20 | 20 | 0.01% | 0.06% | 0.13% | Q3 2013 | Q2 2018 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 20 |
ADVISORY RESEARCH INC | 20 | 20 | 0.09% | 1.00% | 1.80% | Q3 2014 | Q2 2019 | 20 |
TIEDEMANN ADVISORS, LLC | 20 | 20 | 0.02% | 0.71% | 1.33% | Q1 2017 | Q4 2021 | 20 |
Beaumont Financial Partners, LLC | 10 | 4 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q4 2019 | 20 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 20 | 0.00% | 0.02% | 0.02% | Q2 2014 | Q1 2019 | 20 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 10 | 9 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2021 | 19 |
GUGGENHEIM CAPITAL LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2021 | 19 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 19 | 19 | 0.03% | 0.48% | 1.16% | Q1 2017 | Q3 2021 | 19 |
Tortoise Index Solutions, LLC | 17 | 2 | 0.13% | 0.36% | 0.72% | Q2 2015 | Q4 2021 | 19 |
Spot Trading L.L.C | 8 | 2 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q1 2017 | 19 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2021 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 18 | 18 | 0.03% | 0.15% | 0.48% | Q3 2017 | Q4 2021 | 18 |
Virtu Financial LLC | 14 | 1 | 0.01% | 0.06% | 0.17% | Q2 2016 | Q4 2021 | 18 |
WADDELL & REED FINANCIAL INC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2017 | 18 |
CENTRAL TRUST Co | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2017 | 18 |
Samson Capital Management, LLC | 17 | 17 | 1.14% | 5.04% | 7.29% | Q2 2015 | Q2 2019 | 17 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2021 | 17 |
CAPTRUST FINANCIAL ADVISORS | 17 | 17 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2021 | 17 |
Brookfield Asset Management | 6 | 1 | 0.00% | 0.17% | 0.35% | Q3 2013 | Q3 2021 | 17 |
State of Tennessee, Treasury Department | 17 | 17 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2021 | 17 |
First Reserve GP XIII Ltd | 17 | 17 | 46.44% | 90.59% | 100.00% | Q4 2017 | Q4 2021 | 17 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 17 |
Cambridge Investment Research Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2021 | 17 |
Global X Management CO LLC | 17 | 17 | 0.02% | 0.31% | 0.81% | Q2 2014 | Q2 2018 | 17 |
Zimmer Partners, LP | 7 | 4 | 0.07% | 0.45% | 0.88% | Q1 2015 | Q3 2021 | 16 |
Bank of New York Mellon Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 16 |
Mariner, LLC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q4 2021 | 16 |
VAN ECK ASSOCIATES CORP | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 16 |
Northeast Financial Consultants Inc | 13 | 3 | 0.16% | 0.26% | 0.43% | Q4 2017 | Q4 2021 | 16 |
ALLIANCEBERNSTEIN L.P. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 16 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 2 | 0.00% | 0.05% | 0.15% | Q3 2015 | Q4 2021 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q1 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
OppenheimerFunds, Inc. | 13 | 2 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q1 2019 | 15 |
Heronetta Management, L.P. | 15 | 15 | 0.14% | 0.94% | 1.96% | Q2 2018 | Q4 2021 | 15 |
STATE STREET CORP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 15 |
Rockefeller Capital Management L.P. | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 15 |
COHEN & STEERS, INC. | 10 | 5 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q4 2021 | 15 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 2 | 0.02% | 0.08% | 0.18% | Q4 2014 | Q4 2019 | 14 |
BlackRock Investment Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q1 2019 | 14 |
BLACKROCK ADVISORS LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 14 |
Center Coast Capital Advisors, LP | 13 | 1 | 0.08% | 2.27% | 4.00% | Q3 2013 | Q4 2017 | 14 |
AMERICAN CENTURY COMPANIES INC | 8 | 6 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q4 2019 | 14 |
LexAurum Advisors, LLC | 14 | 14 | 0.30% | 0.41% | 0.63% | Q3 2018 | Q4 2021 | 14 |
Lee Financial Co | 11 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q4 2021 | 14 |
Cypress Wealth Advisors LLC | 8 | 6 | 0.28% | 0.81% | 1.65% | Q2 2015 | Q1 2019 | 14 |
FARR MILLER & WASHINGTON LLC/DC | 12 | 2 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q4 2019 | 14 |
LPL Financial LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q2 2017 | 14 |
Homrich & Berg | 10 | 1 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2019 | 14 |
SOLARIS ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2017 | 14 |
GOODWIN DANIEL L | 14 | 14 | 0.19% | 0.22% | 0.24% | Q1 2017 | Q2 2020 | 14 |
Mirae Asset Global Investments Co., Ltd. | 14 | 14 | 0.12% | 0.29% | 0.48% | Q3 2018 | Q4 2021 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
AMERICAN FINANCIAL GROUP INC | 13 | 13 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q4 2021 | 13 |
CIBC Asset Management Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 13 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.16% | 1.18% | 3.54% | Q3 2013 | Q4 2017 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2019 | 13 |
Proficio Capital Partners LLC | 8 | 5 | 0.00% | 0.08% | 0.21% | Q4 2015 | Q1 2019 | 13 |
ING GROEP NV | 4 | 1 | 0.01% | 0.10% | 0.21% | Q1 2015 | Q4 2021 | 13 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 13 |
Avalon Investment & Advisory | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.50% | 1.13% | 2.13% | Q3 2017 | Q3 2020 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 13 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Freestone Capital Holdings, LLC | 12 | 12 | 0.00% | 0.08% | 0.26% | Q1 2018 | Q4 2020 | 12 |
Winslow, Evans & Crocker, Inc. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2020 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 12 |
PIN OAK INVESTMENT ADVISORS INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 12 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 11 | 0.05% | 0.44% | 0.94% | Q1 2018 | Q3 2020 | 11 |
CAPITAL GUARDIAN TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 11 |
AMERIPRISE FINANCIAL INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 11 |
Municipal Employees' Retirement System of Michigan | 9 | 2 | 0.08% | 0.23% | 0.48% | Q2 2016 | Q1 2019 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Argentus Capital Management, LLC | 11 | 11 | 0.00% | 0.16% | 0.42% | Q1 2014 | Q3 2016 | 11 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2019 | 11 |
BP CAPITAL FUND ADVISORS, LLC | 11 | 11 | 2.25% | 3.44% | 4.87% | Q2 2017 | Q4 2019 | 11 |
ELCO Management Co., LLC | 9 | 2 | 0.12% | 0.15% | 0.18% | Q3 2016 | Q4 2019 | 11 |
MetLife Investment Management, LLC | 10 | 10 | 0.01% | 0.07% | 0.12% | Q3 2018 | Q4 2020 | 10 |
Pinnacle Summer Investments, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
RUSSELL FRANK CO/ | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 10 |
Country Club Trust Company, n.a. | 6 | 1 | 0.03% | 0.05% | 0.09% | Q2 2015 | Q3 2018 | 10 |
EAGLE GLOBAL ADVISORS LLC | 5 | 1 | 0.04% | 0.23% | 0.46% | Q2 2016 | Q4 2021 | 10 |
CINCINNATI INSURANCE CO | 10 | 10 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q4 2021 | 10 |
UBS AG | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2014 | 10 |
Gryphon Financial Partners LLC | 10 | 10 | 0.09% | 0.11% | 0.15% | Q4 2017 | Q1 2020 | 10 |
Allianz Asset Management GmbH | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 10 |
ROCKEFELLER FINANCIAL SERVICES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
Harvest Fund Advisors LLC | 6 | 1 | 0.00% | 0.47% | 1.26% | Q3 2014 | Q1 2020 | 10 |
Sumitomo Mitsui Trust Holdings, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 10 |
ClearBridge Investments | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2018 | 10 |
BARINGS LLC | 9 | 9 | 0.04% | 0.11% | 0.16% | Q1 2019 | Q1 2021 | 9 |
Virtu KCG Holdings LLC | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2017 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.01% | 0.12% | 0.31% | Q3 2017 | Q3 2019 | 9 |
BAMCO INC /NY/ | 9 | 9 | 0.09% | 0.26% | 0.36% | Q3 2013 | Q3 2015 | 9 |
Liberty Mutual Group Asset Management Inc. | 9 | 9 | 0.07% | 0.12% | 0.24% | Q1 2015 | Q1 2017 | 9 |
Carmichael Hill & Associates, Inc. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 9 |
HYA Advisors, Inc | 9 | 9 | 0.16% | 0.25% | 0.50% | Q4 2019 | Q4 2021 | 9 |
Pacer Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
CLINTON GROUP INC | 3 | 1 | 0.03% | 0.10% | 0.19% | Q1 2015 | Q3 2018 | 9 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 9 |
Balentine LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q4 2017 | 9 |
Cutter & CO Brokerage, Inc. | 9 | 9 | 0.32% | 0.45% | 0.51% | Q4 2013 | Q4 2015 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
TBH Global Asset Management, LLC | 9 | 9 | 0.18% | 0.29% | 0.55% | Q4 2019 | Q4 2021 | 9 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q2 2020 | 9 |
Lenox Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
NATIXIS | 3 | 1 | 0.00% | 0.30% | 0.96% | Q2 2016 | Q4 2021 | 9 |
Taylor Wealth Management Partners | 9 | 9 | 0.01% | 1.37% | 4.71% | Q3 2015 | Q3 2017 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Chicago Partners Investment Group LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 9 |
Vestcor Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 8 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 8 |
Vident Investment Advisory, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q1 2020 | Q4 2021 | 8 |
Avion Wealth | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Port Capital LLC | 4 | 4 | 0.03% | 0.63% | 1.37% | Q4 2017 | Q4 2019 | 8 |
TPH Asset Management, LLC | 8 | 8 | 0.06% | 1.02% | 1.90% | Q4 2014 | Q3 2016 | 8 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2021 | 8 |
Icon Wealth Partners, LLC | 8 | 8 | 0.13% | 0.15% | 0.18% | Q4 2017 | Q3 2019 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
STEPHENS INC /AR/ | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 8 |
RPg Family Wealth Advisory, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Bollard Group LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 7 |
Sandy Spring Bank | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
ArchPoint Investors | 7 | 7 | 0.02% | 0.11% | 0.16% | Q1 2017 | Q3 2018 | 7 |
BEACH INVESTMENT COUNSEL INC/PA | 7 | 7 | 0.02% | 0.04% | 0.04% | Q3 2016 | Q1 2018 | 7 |
HSBC HOLDINGS PLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2019 | 7 |
ALBERT D MASON INC | 7 | 7 | 0.07% | 0.33% | 0.45% | Q3 2013 | Q1 2015 | 7 |
FFT WEALTH MANAGEMENT LLC | 7 | 7 | 0.13% | 0.21% | 0.41% | Q4 2015 | Q2 2017 | 7 |
COWEN INC. | 6 | 1 | 0.02% | 0.07% | 0.12% | Q1 2014 | Q4 2015 | 7 |
FDx Advisors, Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.08% | 0.14% | Q4 2016 | Q2 2018 | 7 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 7 |
Williams Jones Wealth Management, LLC. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 7 |
Blackstone Inc. | 7 | 7 | 0.03% | 0.13% | 0.36% | Q2 2020 | Q4 2021 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 4 | 2 | 0.53% | 0.66% | 0.78% | Q1 2020 | Q4 2021 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
HAP Trading, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2021 | 6 |
M&T BANK CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 6 |
Stokes Capital Advisors, LLC | 6 | 6 | 0.12% | 0.14% | 0.18% | Q1 2019 | Q2 2020 | 6 |
Sovereign Investment Advisors, LLC | 6 | 6 | 0.76% | 1.06% | 1.26% | Q3 2020 | Q4 2021 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2021 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
WASHINGTON TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 6 |
Global Endowment Management, LP | 6 | 6 | 0.04% | 0.08% | 0.12% | Q2 2016 | Q3 2017 | 6 |
GAM Holding AG | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 6 |
SHAPIRO ROBERT N | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Natixis Investment Managers International | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Americana Partners, LLC | 6 | 6 | 0.13% | 0.54% | 0.98% | Q4 2019 | Q1 2021 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q1 2017 | 6 |
AGF Investments LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q4 2019 | 6 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.11% | 1.66% | 5.60% | Q1 2014 | Q2 2020 | 6 |
FourThought Financial, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
SEEYOND | 5 | 5 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Ameritas Investment Partners, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2020 | 5 |
JANUS HENDERSON INVESTORS US LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Rafferty Asset Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2020 | 5 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 1.22% | 1.87% | 2.25% | Q4 2020 | Q4 2021 | 5 |
AMP Capital Investors Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 5 |
Arkfeld Wealth Strategies, L.L.C. | 5 | 5 | 0.80% | 2.93% | 3.92% | Q4 2020 | Q4 2021 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2020 | 5 |
CUMBERLAND ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Highstreet Asset Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2019 | 5 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.05% | 0.08% | Q3 2014 | Q4 2020 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q1 2018 | 5 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.53% | 1.38% | Q3 2013 | Q2 2021 | 4 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 4 |
Mariner Wealth Advisors-Cincinnati, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 4 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.08% | 0.15% | Q3 2013 | Q1 2016 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q1 2016 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Family Management Corp | 4 | 4 | 0.58% | 0.84% | 1.11% | Q3 2013 | Q2 2014 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Risk Paradigm Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.41% | 0.45% | 0.46% | Q4 2018 | Q3 2019 | 4 |
Quadrature Capital Ltd | 3 | 1 | 0.04% | 0.07% | 0.15% | Q1 2016 | Q1 2017 | 4 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.02% | 0.05% | 0.14% | Q2 2014 | Q1 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.04% | 0.06% | 0.11% | Q4 2015 | Q1 2017 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q2 2016 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 0.48% | 1.81% | 3.31% | Q1 2017 | Q4 2017 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2021 | 4 |
Fort Point Capital Partners LLC | 4 | 4 | 0.73% | 0.91% | 1.08% | Q1 2021 | Q4 2021 | 4 |
Grace Capital | 4 | 4 | 0.44% | 0.50% | 0.56% | Q2 2014 | Q1 2015 | 4 |
Chicago Capital, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
SPRENG CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.22% | 0.30% | 0.36% | Q4 2019 | Q4 2021 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Walleye Capital LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2020 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q2 2019 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.16% | 0.49% | 0.66% | Q2 2019 | Q1 2020 | 4 |
Morningstar Investment Management LLC | 3 | 3 | 0.28% | 0.33% | 0.37% | Q2 2021 | Q4 2021 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
Invictus RG Pte. Ltd. | 3 | 3 | 0.01% | 0.17% | 0.37% | Q3 2014 | Q1 2015 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Neuburgh Advisers LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.25% | 0.71% | Q3 2013 | Q2 2016 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 3 |
Flinton Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Kendall Capital Management | 2 | 1 | 0.19% | 0.20% | 0.20% | Q1 2019 | Q4 2019 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q1 2014 | 3 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q2 2017 | 3 |
Clean Yield Group | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Heritage Wealth Advisors | 2 | 1 | 0.00% | 0.12% | 0.35% | Q4 2013 | Q2 2019 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.19% | 0.24% | 0.32% | Q1 2017 | Q3 2017 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.47% | 0.81% | 1.04% | Q3 2019 | Q1 2020 | 3 |
Disciplined Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
PITCAIRN CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q3 2019 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Arlington Partners LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q4 2018 | Q1 2020 | 3 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.42% | 0.44% | 0.46% | Q3 2020 | Q3 2021 | 3 |
FORA Capital, LLC | 2 | 1 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2020 | 3 |
Terra Nova Asset Management LLC | 3 | 3 | 0.21% | 0.28% | 0.33% | Q2 2015 | Q4 2015 | 3 |
AQR Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2015 | Q2 2016 | 3 |
Watchman Group, Inc. | 3 | 3 | 0.29% | 0.36% | 0.41% | Q4 2019 | Q2 2020 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Arrow Investment Advisors, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q2 2021 | Q4 2021 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.09% | 0.15% | Q2 2019 | Q4 2019 | 3 |
Tyers Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 3 |
Glen Harbor Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Jefferies Group LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Caprock Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q2 2016 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Salient Private Client, LLC | 2 | 2 | 0.89% | 0.90% | 0.91% | Q1 2018 | Q2 2018 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.40% | 0.40% | 0.40% | Q1 2020 | Q2 2020 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
EDGE ASSET MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q1 2017 | 2 |
Jump Financial, LLC | 1 | 1 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q4 2021 | 2 |
Caption Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
GAM SYSTEMATIC LLP | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Global Retirement Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2019 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2021 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q3 2016 | 2 |
Signature Financial Management, Inc. | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2017 | Q3 2017 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2019 | Q4 2019 | 2 |
COWA, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
MONTAGE INVESTMENTS, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q3 2016 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2017 | Q4 2017 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Strategic Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 0.27% | 0.34% | 0.42% | Q4 2019 | Q1 2020 | 2 |
FolioMetrix LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
SMITH, MOORE & CO. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Summit Financial, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
NATIONAL PENN INVESTORS TRUST CO /PA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Cannell & Co. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Green Owl Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2021 | Q4 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CSS LLC/IL | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2021 | Q4 2021 | 1 |
GREEN HOLDINGS LTD | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2013 | Q3 2013 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2021 | Q4 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Fractal Investments LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2021 | Q4 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Olympiad Research LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2021 | Q4 2021 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Platform Technology Partners | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2019 | Q4 2019 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
PenderFund Capital Management Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Penn Mutual Asset Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
State of Wyoming | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q2 2016 | Q2 2016 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Independence Trust CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NORTHERN TRUST CO OF CONNECTICUT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
SPHINX TRADING, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
MHI Funds, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Autus Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Forward Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
True North Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2016 | Q2 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Holistic Financial Partners | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
DEERE & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2017 | Q4 2017 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own PHILLIPS 66 PARTNERS LP or have owned PHILLIPS 66 PARTNERS LP in the past.