Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 121 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 115 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 108 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 106 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.06% | 0.24% | Q1 2012 | Q3 2023 | 102 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.21% | Q4 2015 | Q3 2023 | 93 |
Citadel Advisors | 29 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 92 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 83 |
WOLVERINE TRADING, LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 82 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 68 |
HAP Trading, LLC | 31 | 1 | 0.00% | 0.03% | 0.31% | Q4 2013 | Q3 2023 | 64 |
UBS Group AG | 36 | 36 | 0.00% | 0.06% | 0.36% | Q4 2014 | Q3 2023 | 64 |
Parallax Volatility Advisers, L.P. | 16 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2022 | 59 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 58 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 49 | 6 | 0.00% | 0.01% | 0.04% | Q1 2009 | Q3 2023 | 55 |
CREDIT SUISSE AG/ | 39 | 39 | 0.00% | 0.03% | 0.16% | Q1 2013 | Q3 2022 | 49 |
Nuveen Asset Management, LLC | 22 | 19 | 0.00% | 0.04% | 0.68% | Q2 2013 | Q3 2023 | 49 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.04% | 0.35% | Q2 2013 | Q2 2018 | 48 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 42 | 42 | 0.00% | 1.78% | 5.78% | Q2 2013 | Q3 2023 | 47 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.10% | 0.47% | Q3 2013 | Q3 2023 | 44 |
Creative Planning | 42 | 42 | 0.00% | 0.18% | 0.88% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
PEAK6 Investments LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 44 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.20% | 0.77% | Q4 2012 | Q2 2023 | 43 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.01% | 0.09% | 0.39% | Q2 2013 | Q4 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.02% | 0.42% | 2.02% | Q2 2013 | Q4 2023 | 43 |
GOULD ASSET MANAGEMENT LLC /CA/ | 42 | 42 | 0.04% | 0.20% | 0.52% | Q2 2013 | Q3 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 2.87% | 4.68% | 7.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Cohen Capital Management, Inc. | 42 | 42 | 0.13% | 0.65% | 1.78% | Q2 2013 | Q3 2023 | 42 |
Adams Asset Advisors, LLC | 42 | 42 | 0.42% | 0.85% | 1.62% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.03% | 0.82% | 4.04% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 2.06% | 5.34% | 7.53% | Q2 2013 | Q3 2023 | 42 |
Oxbow Advisors, LLC | 42 | 42 | 0.11% | 0.58% | 1.22% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.11% | 0.44% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 42 | 42 | 1.86% | 3.48% | 7.19% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.06% | 0.52% | 0.94% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
MILLER HOWARD INVESTMENTS INC /NY | 42 | 42 | 0.50% | 1.83% | 4.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Pinnacle Holdings, LLC | 42 | 42 | 0.02% | 0.16% | 0.54% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.02% | 0.19% | 0.45% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Energy Income Partners, LLC | 42 | 42 | 0.17% | 2.56% | 5.75% | Q2 2013 | Q3 2023 | 42 |
RR Advisors, LLC | 42 | 42 | 0.76% | 5.87% | 12.55% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 39 | 2 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.15% | 0.78% | 2.90% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.09% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Hartford Financial Management Inc. | 42 | 42 | 0.06% | 0.43% | 1.05% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.09% | 0.83% | 3.26% | Q2 2013 | Q3 2023 | 42 |
ALPS ADVISORS INC | 42 | 42 | 3.68% | 5.80% | 8.52% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.22% | 1.11% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.02% | 0.19% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.00% | 0.04% | 0.36% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.01% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.18% | 0.67% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 1.06% | 3.27% | 4.54% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 22 | 19 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.02% | 0.39% | 1.49% | Q2 2013 | Q2 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.04% | 0.40% | 0.95% | Q2 2013 | Q3 2023 | 41 |
Heronetta Management, L.P. | 41 | 41 | 0.02% | 4.10% | 8.42% | Q4 2012 | Q4 2022 | 41 |
STEEL GROVE CAPITAL ADVISORS, LLC | 35 | 6 | 0.08% | 1.27% | 4.14% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 11 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 34 | 7 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 38 | 38 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2022 | 41 |
GUGGENHEIM CAPITAL LLC | 22 | 19 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Mariner, LLC | 39 | 2 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 26 | 15 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.04% | 0.12% | Q4 2013 | Q4 2023 | 41 |
North Star Investment Management Corp. | 24 | 17 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Prospera Financial Services Inc | 25 | 15 | 0.00% | 0.23% | 1.15% | Q2 2013 | Q3 2023 | 40 |
HighTower Trust Company, N.A. | 40 | 40 | 0.03% | 0.22% | 0.84% | Q2 2013 | Q1 2023 | 40 |
ROTHSCHILD INVESTMENT LLC /IL | 40 | 40 | 0.01% | 0.13% | 0.37% | Q2 2013 | Q1 2023 | 40 |
BOKF, NA | 24 | 7 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
BROWN ADVISORY INC | 30 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q1 2017 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.13% | 0.68% | 1.71% | Q1 2014 | Q3 2023 | 39 |
TIEDEMANN ADVISORS, LLC | 39 | 39 | 0.05% | 1.29% | 5.35% | Q2 2013 | Q4 2022 | 39 |
CONNING INC. | 39 | 39 | 0.01% | 0.14% | 0.50% | Q4 2013 | Q2 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
Cetera Advisor Networks LLC | 26 | 2 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 39 |
BRIDGES INVESTMENT MANAGEMENT INC | 31 | 8 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 39 |
CIBC Asset Management Inc | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 5 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 39 |
KING LUTHER CAPITAL MANAGEMENT CORP | 18 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
SG Americas Securities, LLC | 20 | 18 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 38 |
WESTWOOD HOLDINGS GROUP INC | 34 | 4 | 0.00% | 0.26% | 0.86% | Q2 2013 | Q3 2023 | 38 |
JENNISON ASSOCIATES LLC | 35 | 3 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 38 |
Private Advisor Group, LLC | 28 | 10 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 38 |
UMB Bank, n.a. | 32 | 6 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 38 |
Salient Capital Advisors, LLC | 38 | 38 | 1.25% | 2.94% | 6.14% | Q2 2013 | Q3 2022 | 38 |
INVERNESS COUNSEL LLC /NY/ | 38 | 38 | 0.01% | 0.27% | 1.58% | Q2 2013 | Q3 2022 | 38 |
Partners Group Holding AG | 38 | 38 | 0.01% | 0.63% | 2.82% | Q2 2013 | Q3 2022 | 38 |
SALEM INVESTMENT COUNSELORS INC | 17 | 10 | 0.00% | 0.08% | 0.39% | Q2 2013 | Q1 2023 | 38 |
CINCINNATI INSURANCE CO | 37 | 37 | 0.03% | 0.15% | 0.32% | Q2 2013 | Q2 2022 | 37 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 37 | 37 | 0.01% | 0.94% | 2.31% | Q3 2014 | Q3 2023 | 37 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 25 | 12 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2022 | 37 |
Sippican Capital Advisors | 37 | 37 | 0.20% | 0.44% | 0.78% | Q3 2014 | Q3 2023 | 37 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 36 | 36 | 0.13% | 1.60% | 3.07% | Q2 2013 | Q1 2022 | 36 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 36 | 36 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2022 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.15% | 0.94% | 3.39% | Q4 2014 | Q3 2023 | 36 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 36 |
Advisors Asset Management, Inc. | 18 | 17 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.00% | 0.42% | 2.45% | Q4 2013 | Q2 2022 | 35 |
AMERICAN NATIONAL INSURANCE CO | 35 | 35 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q4 2021 | 35 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 22 | 13 | 0.00% | 0.21% | 0.80% | Q2 2013 | Q1 2022 | 35 |
Pointe Capital Management LLC | 35 | 35 | 0.12% | 0.84% | 2.05% | Q1 2015 | Q3 2023 | 35 |
CENTRAL TRUST Co | 29 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 35 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 35 | 35 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q4 2021 | 35 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.00% | 0.80% | 1.43% | Q4 2015 | Q3 2023 | 35 |
Homrich & Berg | 34 | 34 | 0.01% | 0.19% | 0.57% | Q2 2013 | Q3 2021 | 34 |
Diversified Trust Co | 30 | 1 | 0.01% | 0.23% | 0.69% | Q2 2013 | Q1 2022 | 34 |
OPPENHEIMER & CO INC | 34 | 34 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2021 | 34 |
ADIRONDACK TRUST CO | 20 | 14 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 34 |
M&T BANK CORP | 31 | 31 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2020 | 34 |
USCA RIA LLC | 33 | 33 | 0.02% | 0.53% | 2.17% | Q2 2013 | Q2 2021 | 33 |
PRICE MICHAEL F | 27 | 6 | 0.05% | 0.83% | 1.75% | Q4 2013 | Q1 2022 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.03% | 0.20% | 0.58% | Q3 2015 | Q3 2023 | 33 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 32 | 1 | 0.01% | 0.09% | 0.26% | Q2 2015 | Q3 2023 | 33 |
ING GROEP NV | 10 | 2 | 0.00% | 0.53% | 1.99% | Q2 2013 | Q3 2023 | 33 |
FIRST TRUST ADVISORS LP | 17 | 1 | 0.00% | 0.03% | 0.33% | Q2 2013 | Q3 2023 | 32 |
R.H. Dinel Investment Counsel, Inc. | 20 | 12 | 0.11% | 0.43% | 1.04% | Q4 2013 | Q3 2023 | 32 |
WealthTrust Axiom LLC | 32 | 32 | 0.03% | 0.12% | 0.27% | Q4 2015 | Q3 2023 | 32 |
DUNCKER STREETT & CO INC | 25 | 7 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2021 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 32 | 32 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q1 2021 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q4 2023 | 32 |
BARINGS LLC | 32 | 32 | 0.01% | 0.13% | 0.23% | Q2 2013 | Q1 2021 | 32 |
EXENCIAL WEALTH ADVISORS, LLC | 22 | 10 | 0.01% | 0.10% | 0.21% | Q1 2013 | Q3 2023 | 32 |
Brookfield Asset Management | 15 | 1 | 0.00% | 0.42% | 1.49% | Q4 2013 | Q3 2023 | 32 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 32 | 32 | 0.01% | 0.22% | 0.64% | Q2 2013 | Q1 2021 | 32 |
FIRST MANHATTAN CO. LLC. | 28 | 4 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2023 | 32 |
Northeast Financial Consultants Inc | 20 | 12 | 0.02% | 1.12% | 5.28% | Q4 2013 | Q3 2023 | 32 |
BEACH INVESTMENT COUNSEL INC/PA | 31 | 31 | 0.01% | 1.78% | 5.22% | Q1 2013 | Q3 2020 | 31 |
FMR LLC | 29 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Allianz Asset Management GmbH | 23 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 31 |
Avalon Investment & Advisory | 18 | 1 | 0.00% | 0.18% | 0.65% | Q2 2013 | Q1 2023 | 31 |
MCF Advisors LLC | 24 | 7 | 0.00% | 0.09% | 0.28% | Q4 2011 | Q4 2020 | 31 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q3 2023 | 31 |
Barnett & Company, Inc. | 21 | 10 | 0.01% | 0.12% | 0.47% | Q2 2013 | Q1 2021 | 31 |
Kistler-Tiffany Companies, LLC | 31 | 31 | 0.00% | 0.12% | 0.41% | Q2 2013 | Q4 2020 | 31 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 14 | 2 | 0.07% | 0.22% | 0.45% | Q2 2013 | Q3 2023 | 31 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 28 | 28 | 0.38% | 4.29% | 8.61% | Q4 2016 | Q3 2023 | 31 |
UNITED FIRE GROUP INC | 31 | 31 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q4 2020 | 31 |
TCI Wealth Advisors, Inc. | 19 | 5 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2023 | 31 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 30 |
ROCKY MOUNTAIN ADVISERS, LLC | 30 | 30 | 0.00% | 0.04% | 0.13% | Q4 2013 | Q1 2021 | 30 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.10% | 0.52% | Q2 2013 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
SFMG, LLC | 30 | 30 | 0.03% | 0.31% | 0.91% | Q2 2013 | Q3 2020 | 30 |
Cutter & CO Brokerage, Inc. | 30 | 30 | 0.05% | 0.22% | 0.38% | Q2 2013 | Q3 2020 | 30 |
Plante Moran Financial Advisors, LLC | 30 | 30 | 0.01% | 0.10% | 0.32% | Q2 2013 | Q3 2020 | 30 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 24 | 1 | 0.06% | 0.92% | 4.23% | Q4 2013 | Q3 2023 | 29 |
SECURIAN ASSET MANAGEMENT, INC | 19 | 3 | 0.02% | 0.09% | 0.22% | Q2 2014 | Q2 2022 | 29 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 1 | 0.00% | 0.14% | 0.41% | Q2 2013 | Q3 2020 | 29 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.09% | 0.43% | Q2 2013 | Q1 2019 | 29 |
ArchPoint Investors | 22 | 7 | 0.01% | 0.34% | 0.82% | Q2 2013 | Q2 2021 | 29 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q1 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.17% | 0.58% | Q4 2013 | Q4 2020 | 29 |
BLACKHILL CAPITAL INC | 28 | 28 | 0.03% | 0.37% | 0.78% | Q2 2013 | Q1 2020 | 28 |
SIGNATUREFD, LLC | 25 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2021 | 28 |
Aull & Monroe Investment Management Corp | 19 | 9 | 0.04% | 0.10% | 0.21% | Q3 2016 | Q3 2023 | 28 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q2 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.03% | 0.08% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Tortoise Investment Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2019 | 28 |
C V STARR & CO INC | 28 | 28 | 2.27% | 10.08% | 17.76% | Q2 2013 | Q1 2020 | 28 |
FIRST NATIONAL TRUST CO | 14 | 3 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
STARR INTERNATIONAL CO INC | 28 | 28 | 0.34% | 0.81% | 2.98% | Q2 2013 | Q1 2020 | 28 |
Moors & Cabot, Inc. | 27 | 1 | 0.01% | 0.24% | 0.60% | Q1 2014 | Q3 2021 | 28 |
ELCO Management Co., LLC | 28 | 28 | 0.35% | 1.17% | 1.74% | Q4 2016 | Q3 2023 | 28 |
C.V. Starr & Co., Inc. Trust | 28 | 28 | 1.33% | 4.14% | 6.54% | Q2 2013 | Q1 2020 | 28 |
Edgemoor Investment Advisors, Inc. | 27 | 27 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2019 | 27 |
DOLIVER ADVISORS, LP | 27 | 27 | 0.04% | 0.10% | 0.15% | Q2 2017 | Q4 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.12% | 0.47% | 1.04% | Q2 2013 | Q4 2019 | 27 |
COMMERCE BANK | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2019 | 27 |
Highlander Capital Management, LLC | 27 | 27 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2019 | 27 |
Community Bank, N.A. | 16 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 27 |
NATIXIS | 13 | 5 | 0.01% | 0.16% | 0.62% | Q2 2016 | Q3 2023 | 27 |
GSA CAPITAL PARTNERS LLP | 12 | 1 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q2 2023 | 27 |
CWA Asset Management Group, LLC | 20 | 7 | 0.33% | 3.63% | 8.17% | Q1 2016 | Q3 2023 | 27 |
Harvest Fund Advisors LLC | 18 | 9 | 2.66% | 6.90% | 10.49% | Q2 2013 | Q1 2020 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 27 |
Financial Management Professionals, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2023 | 27 |
FDx Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2023 | 26 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q1 2020 | 26 |
Stratos Wealth Partners, LTD. | 23 | 2 | 0.00% | 0.04% | 0.27% | Q4 2014 | Q1 2021 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.40% | 1.03% | 1.69% | Q2 2015 | Q3 2023 | 26 |
HIGHLAND CAPITAL MANAGEMENT LP | 21 | 3 | 0.01% | 0.16% | 1.52% | Q2 2013 | Q2 2019 | 25 |
E&G Advisors, LP | 25 | 25 | 0.11% | 0.49% | 1.37% | Q4 2013 | Q4 2019 | 25 |
HSBC HOLDINGS PLC | 22 | 3 | 0.00% | 0.05% | 0.25% | Q3 2014 | Q1 2021 | 25 |
PATHSTONE FAMILY OFFICE, LLC | 21 | 1 | 0.01% | 1.20% | 7.81% | Q2 2013 | Q3 2023 | 25 |
Sumitomo Mitsui Trust Holdings, Inc. | 23 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2021 | 25 |
REGIONS FINANCIAL CORP | 13 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 25 |
Weiss Multi-Strategy Advisers LLC | 11 | 1 | 0.01% | 0.27% | 0.74% | Q2 2013 | Q4 2019 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2021 | 25 |
ADVISORY RESEARCH INC | 25 | 25 | 1.72% | 2.42% | 3.49% | Q2 2013 | Q2 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.03% | 0.33% | 0.70% | Q1 2013 | Q1 2019 | 25 |
CWM, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 24 |
Russell Investments Group, Ltd. | 14 | 8 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2022 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Independent Advisor Alliance | 24 | 24 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.09% | 0.71% | 1.83% | Q4 2017 | Q3 2023 | 24 |
Trust Asset Management LLC | 22 | 1 | 0.06% | 1.76% | 5.14% | Q3 2011 | Q1 2021 | 23 |
Segment Wealth Management, LLC | 17 | 6 | 0.05% | 0.80% | 1.83% | Q2 2013 | Q4 2019 | 23 |
Rehmann Capital Advisory Group | 15 | 1 | 0.01% | 0.07% | 0.14% | Q4 2010 | Q3 2019 | 23 |
Hilton Capital Management, LLC | 23 | 23 | 0.17% | 1.61% | 5.81% | Q2 2013 | Q4 2018 | 23 |
VAN ECK ASSOCIATES CORP | 19 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 23 |
SECURITY NATIONAL TRUST CO | 23 | 23 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q4 2018 | 23 |
REILLY FINANCIAL ADVISORS, LLC | 14 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 23 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 3 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 23 |
Renaissance Technologies | 13 | 1 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q4 2019 | 23 |
TPH Asset Management, LLC | 19 | 19 | 0.00% | 0.98% | 3.08% | Q2 2013 | Q4 2017 | 23 |
TRUIST FINANCIAL CORP | 16 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 23 |
MUFG Americas Holdings Corp | 19 | 1 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q3 2017 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 23 |
TODD ASSET MANAGEMENT LLC | 11 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 23 |
LYELL WEALTH MANAGEMENT, LP | 23 | 23 | 0.02% | 0.06% | 0.14% | Q1 2018 | Q3 2023 | 23 |
PINNACLE ASSOCIATES LTD | 15 | 8 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2019 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Verity & Verity, LLC | 22 | 22 | 0.19% | 0.38% | 0.59% | Q4 2013 | Q1 2019 | 22 |
Financial Architects, Inc | 15 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 22 |
WILLIAMS JONES & ASSOCIATES LLC | 22 | 22 | 0.01% | 0.29% | 1.47% | Q2 2013 | Q3 2018 | 22 |
Freestone Capital Holdings, LLC | 22 | 22 | 0.00% | 0.21% | 0.47% | Q3 2015 | Q4 2020 | 22 |
Virtu Financial LLC | 7 | 1 | 0.01% | 0.19% | 0.82% | Q3 2015 | Q3 2023 | 22 |
Estabrook Capital Management | 22 | 22 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.01% | 0.06% | 0.13% | Q2 2015 | Q3 2020 | 22 |
INVESTMENT HOUSE LLC | 16 | 1 | 0.02% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 22 |
ALBERT D MASON INC | 22 | 22 | 0.34% | 1.14% | 2.19% | Q2 2013 | Q3 2018 | 22 |
Sandy Spring Bank | 16 | 6 | 0.00% | 0.22% | 0.52% | Q2 2013 | Q4 2021 | 22 |
Glassman Wealth Services | 15 | 3 | 0.00% | 0.01% | 0.11% | Q4 2014 | Q4 2020 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.13% | 0.66% | 1.72% | Q4 2017 | Q3 2023 | 22 |
SRB CORP | 22 | 22 | 0.41% | 1.81% | 4.01% | Q2 2013 | Q3 2018 | 22 |
COMERICA BANK | 11 | 10 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2018 | 21 |
AQR Arbitrage LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
State of New Jersey Common Pension Fund D | 21 | 21 | 0.01% | 0.07% | 0.12% | Q2 2016 | Q2 2021 | 21 |
KCM INVESTMENT ADVISORS LLC | 9 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 21 |
VNBTrust, National Association | 21 | 21 | 0.10% | 0.56% | 1.42% | Q2 2013 | Q2 2018 | 21 |
Rafferty Asset Management, LLC | 21 | 21 | 0.02% | 0.08% | 0.25% | Q2 2015 | Q2 2020 | 21 |
Global X Management CO LLC | 21 | 21 | 0.34% | 0.89% | 1.45% | Q2 2013 | Q2 2018 | 21 |
Bogart Wealth, LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2022 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.12% | 0.42% | 0.78% | Q2 2013 | Q2 2018 | 21 |
JRM Investment Counsel, LLC | 19 | 2 | 0.18% | 1.88% | 4.22% | Q4 2014 | Q1 2020 | 21 |
Fiera Capital Corp | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2020 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.04% | 0.19% | 0.29% | Q2 2013 | Q2 2018 | 21 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 21 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2018 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.15% | 0.33% | 0.60% | Q3 2018 | Q3 2023 | 21 |
Marquette Asset Management, LLC | 8 | 2 | 0.20% | 0.62% | 1.57% | Q2 2013 | Q4 2019 | 21 |
INTEGRAL DERIVATIVES, LLC | 8 | 3 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q1 2018 | 21 |
W.G. Shaheen & Associates DBA Whitney & Co | 18 | 3 | 0.02% | 0.22% | 0.47% | Q2 2013 | Q3 2018 | 21 |
Center Coast Capital Advisors, LP | 19 | 19 | 0.01% | 5.72% | 7.96% | Q2 2013 | Q4 2017 | 20 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 20 |
Fort Point Capital Partners LLC | 13 | 7 | 0.06% | 1.11% | 3.23% | Q4 2013 | Q4 2021 | 20 |
Jacobi Capital Management LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 20 |
First Allied Advisory Services, Inc. | 17 | 3 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2020 | 20 |
Cowen Prime Services LLC | 20 | 20 | 0.01% | 0.04% | 0.10% | Q3 2016 | Q2 2021 | 20 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 1 | 0.02% | 0.33% | 2.18% | Q2 2013 | Q4 2019 | 20 |
Geller Advisors LLC | 11 | 9 | 0.08% | 0.31% | 0.66% | Q2 2013 | Q3 2023 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.02% | 0.25% | 0.52% | Q2 2013 | Q1 2018 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.17% | 0.39% | 0.97% | Q4 2018 | Q3 2023 | 20 |
GOODWIN DANIEL L | 20 | 20 | 0.09% | 0.50% | 1.53% | Q4 2014 | Q3 2019 | 20 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 11 | 2 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q2 2019 | 20 |
Ruggie Capital Group | 12 | 1 | 0.00% | 0.04% | 0.29% | Q1 2015 | Q3 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
LUCAS CAPITAL MANAGEMENT | 20 | 20 | 0.30% | 1.27% | 2.02% | Q1 2013 | Q4 2017 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Mosaic Family Wealth, LLC | 20 | 20 | 0.02% | 0.22% | 0.50% | Q4 2015 | Q3 2020 | 20 |
M&R CAPITAL MANAGEMENT INC | 20 | 20 | 0.01% | 0.27% | 0.52% | Q2 2013 | Q1 2018 | 20 |
CYPRESS ASSET MANAGEMENT INC/TX | 17 | 3 | 0.05% | 1.10% | 3.45% | Q2 2013 | Q4 2018 | 20 |
Narwhal Capital Management | 14 | 6 | 0.10% | 0.46% | 0.98% | Q2 2013 | Q2 2019 | 20 |
Huntington Steele LLC | 20 | 20 | 0.45% | 1.07% | 1.70% | Q2 2013 | Q1 2018 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.01% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 20 |
ADELL HARRIMAN & CARPENTER INC | 18 | 1 | 0.01% | 0.20% | 0.45% | Q2 2013 | Q1 2020 | 20 |
HOWE & RUSLING INC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
American National Registered Investment Advisor, Inc. | 17 | 2 | 0.10% | 0.19% | 0.30% | Q2 2013 | Q2 2018 | 19 |
Summit Equities Inc | 19 | 19 | 0.10% | 0.32% | 0.65% | Q1 2014 | Q3 2018 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 11 | 8 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 19 |
SUNTRUST BANKS INC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 19 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.09% | 0.35% | Q3 2014 | Q4 2019 | 19 |
Vigilant Capital Management, LLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 19 |
CNB Bank | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 19 |
Heritage Wealth Advisors | 12 | 7 | 0.14% | 0.71% | 1.31% | Q4 2013 | Q4 2019 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17 | 1 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q4 2022 | 19 |
Fieldpoint Private Securities, LLC | 12 | 7 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q2 2022 | 19 |
Syntal Capital Partners, LLC | 12 | 7 | 0.04% | 0.19% | 0.32% | Q1 2014 | Q3 2019 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2020 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.11% | 0.29% | 0.51% | Q2 2013 | Q4 2017 | 19 |
SEI INVESTMENTS CO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Texan Capital Management | 19 | 19 | 0.52% | 1.36% | 1.93% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.15% | Q1 2019 | Q3 2023 | 19 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 19 | 19 | 0.26% | 0.46% | 0.66% | Q2 2013 | Q4 2017 | 19 |
SeaCrest Wealth Management, LLC | 12 | 7 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 19 |
Avidian Wealth Solutions, LLC | 12 | 1 | 0.01% | 0.09% | 0.43% | Q4 2013 | Q3 2023 | 19 |
Archer Investment Corp | 18 | 1 | 0.02% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2017 | 18 |
OUTFITTER ADVISORS, LTD. | 18 | 18 | 0.08% | 0.35% | 0.53% | Q2 2013 | Q3 2017 | 18 |
THOMPSON DAVIS & CO., INC. | 17 | 1 | 0.01% | 0.04% | 0.17% | Q1 2014 | Q3 2018 | 18 |
Jackson Hole Capital Partners, LLC | 13 | 5 | 0.07% | 0.30% | 0.90% | Q4 2018 | Q3 2023 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2019 | 18 |
AMERICAN FINANCIAL GROUP INC | 18 | 18 | 0.02% | 1.03% | 2.17% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 18 |
Joel Isaacson & Co., LLC | 18 | 18 | 0.01% | 0.04% | 0.07% | Q4 2012 | Q1 2017 | 18 |
Belpointe Asset Management LLC | 18 | 18 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q1 2023 | 18 |
Friedberg Investment Management | 18 | 18 | 1.77% | 3.19% | 4.77% | Q2 2013 | Q3 2017 | 18 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 13 | 5 | 0.78% | 2.45% | 3.86% | Q2 2013 | Q4 2017 | 18 |
MAI Capital Management | 18 | 18 | 0.02% | 0.36% | 1.38% | Q2 2013 | Q3 2017 | 18 |
TORONTO DOMINION BANK | 9 | 9 | 0.00% | 0.11% | 0.61% | Q1 2013 | Q1 2018 | 18 |
TOTH FINANCIAL ADVISORY CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.12% | 0.42% | Q2 2013 | Q3 2014 | 18 |
TRAVELERS COMPANIES, INC. | 18 | 18 | 4.15% | 10.34% | 14.09% | Q2 2013 | Q3 2017 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 18 |
SOLARIS ASSET MANAGEMENT LLC | 18 | 18 | 0.01% | 0.46% | 0.86% | Q2 2013 | Q3 2017 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.06% | 0.24% | 0.50% | Q2 2013 | Q3 2017 | 18 |
WealthTrust-Arizona, LLC | 11 | 7 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q4 2017 | 18 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2021 | 17 |
KINGS POINT CAPITAL MANAGEMENT | 17 | 17 | 0.19% | 0.83% | 1.52% | Q2 2013 | Q2 2017 | 17 |
SRS Capital Advisors, Inc. | 9 | 1 | 0.00% | 0.05% | 0.12% | Q4 2016 | Q2 2021 | 17 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.40% | 0.67% | 1.19% | Q2 2013 | Q2 2017 | 17 |
Maple Capital Management, Inc. | 17 | 17 | 0.28% | 1.33% | 2.08% | Q2 2013 | Q2 2017 | 17 |
Private Capital Advisors, Inc. | 17 | 17 | 0.22% | 1.34% | 2.00% | Q2 2013 | Q2 2017 | 17 |
ALLIANCEBERNSTEIN L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 17 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2022 | 17 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 17 |
Plancorp, LLC | 14 | 3 | 0.07% | 0.14% | 0.39% | Q2 2015 | Q4 2019 | 17 |
LVW Advisors, LLC | 12 | 1 | 0.06% | 0.42% | 1.13% | Q4 2014 | Q2 2019 | 17 |
Vantage Investment Advisors, LLC | 17 | 17 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q4 2017 | 17 |
HOURGLASS CAPITAL, LLC | 10 | 1 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2020 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 0.19% | 0.60% | 0.84% | Q2 2013 | Q2 2017 | 17 |
Focused Wealth Management, Inc | 17 | 17 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q1 2018 | 17 |
NICHOLAS COMPANY, INC. | 17 | 17 | 0.07% | 0.31% | 1.03% | Q2 2013 | Q2 2017 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.07% | 0.36% | 1.88% | Q2 2013 | Q2 2017 | 17 |
CHILTON CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 17 |
Evercore Wealth Management, LLC | 11 | 6 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q4 2017 | 17 |
EXANE DERIVATIVES | 9 | 8 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q1 2019 | 17 |
MOTCO | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 17 |
Crescent Grove Advisors, LLC | 12 | 5 | 0.04% | 0.18% | 0.43% | Q2 2017 | Q3 2023 | 17 |
Ensemble Capital Management | 16 | 1 | 0.06% | 0.52% | 1.12% | Q2 2013 | Q1 2018 | 17 |
Magnetar Financial LLC | 14 | 1 | 0.01% | 0.12% | 0.61% | Q2 2013 | Q4 2022 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
EAGLE ASSET MANAGEMENT INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2019 | 17 |
Aviance Capital Partners, LLC | 9 | 8 | 0.22% | 0.34% | 0.52% | Q2 2013 | Q3 2023 | 17 |
Samson Capital Management, LLC | 9 | 8 | 3.92% | 8.00% | 11.42% | Q3 2013 | Q2 2019 | 17 |
B. Riley Wealth Management, Inc. | 10 | 6 | 0.00% | 0.05% | 0.20% | Q1 2014 | Q2 2022 | 16 |
Tradewinds Capital Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 16 |
Carnegie Capital Asset Management, LLC | 16 | 16 | 0.03% | 0.23% | 0.45% | Q2 2013 | Q1 2017 | 16 |
MURPHY CAPITAL MANAGEMENT INC | 11 | 5 | 0.03% | 0.39% | 0.90% | Q2 2013 | Q2 2017 | 16 |
KANAWHA CAPITAL MANAGEMENT LLC | 10 | 2 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2019 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
DENVER INVESTMENT ADVISORS LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 16 |
Global Endowment Management, LP | 9 | 7 | 0.14% | 0.37% | 1.17% | Q2 2013 | Q3 2017 | 16 |
Americana Partners, LLC | 16 | 16 | 0.22% | 0.85% | 3.00% | Q4 2019 | Q3 2023 | 16 |
Miracle Mile Advisors, LLC | 7 | 2 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 16 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 16 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 16 | 16 | 0.15% | 0.47% | 0.78% | Q2 2013 | Q1 2017 | 16 |
Penn Mutual Asset Management, LLC | 12 | 4 | 0.15% | 0.72% | 1.57% | Q3 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Beach Investment Management, LLC. | 16 | 16 | 0.55% | 1.94% | 3.34% | Q2 2013 | Q1 2017 | 16 |
Quadrant Private Wealth Management, LLC | 16 | 16 | 0.05% | 0.37% | 0.76% | Q4 2017 | Q3 2021 | 16 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 7 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2022 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.06% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 16 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 13 | 3 | 0.11% | 0.47% | 1.65% | Q2 2014 | Q4 2019 | 16 |
PRIVATE TRUST CO NA | 10 | 6 | 0.00% | 0.14% | 0.40% | Q1 2013 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 16 | 16 | 0.06% | 0.17% | 0.36% | Q1 2016 | Q4 2019 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FineMark National Bank & Trust | 16 | 16 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2017 | 16 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 16 |
FIRST FINANCIAL CORP /IN/ | 16 | 16 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q1 2017 | 16 |
Wealth Alliance Advisory Group, LLC | 14 | 2 | 0.13% | 0.33% | 0.42% | Q1 2019 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Pensionmark Financial Group, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Country Club Trust Company, n.a. | 10 | 5 | 0.02% | 0.28% | 0.55% | Q2 2013 | Q3 2018 | 15 |
BOSTON FINANCIAL MANGEMENT LLC | 11 | 4 | 0.02% | 0.27% | 0.43% | Q2 2013 | Q1 2017 | 15 |
Clear Harbor Asset Management, LLC | 11 | 4 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2017 | 15 |
Samalin Investment Counsel, LLC | 12 | 3 | 0.07% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 15 |
BP CAPITAL FUND ADVISORS, LLC | 15 | 15 | 0.34% | 2.76% | 5.05% | Q2 2016 | Q4 2019 | 15 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q4 2021 | 15 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 8 | 1 | 0.03% | 0.21% | 0.46% | Q2 2013 | Q4 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Blackstone Inc. | 14 | 1 | 0.22% | 0.81% | 1.56% | Q4 2017 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 15 | 15 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
CIBC WORLD MARKET INC. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 15 |
Bluefin Trading, LLC | 4 | 1 | 0.00% | 0.23% | 1.65% | Q2 2014 | Q1 2019 | 15 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.57% | 1.23% | Q2 2013 | Q3 2016 | 15 |
ROPES WEALTH ADVISORS LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 15 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 4 | 0.02% | 0.81% | 1.93% | Q1 2015 | Q3 2020 | 15 |
KANALY TRUST CO | 15 | 15 | 1.32% | 3.25% | 6.85% | Q2 2013 | Q4 2016 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q1 2021 | 15 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 6 | 0.02% | 0.24% | 0.49% | Q2 2013 | Q2 2021 | 15 |
Waverly Advisors, LLC | 10 | 5 | 0.03% | 0.10% | 0.14% | Q2 2013 | Q4 2017 | 15 |
Kingsview Wealth Management, LLC | 7 | 2 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Hanson & Doremus Investment Management | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Liberty Mutual Group Asset Management Inc. | 10 | 5 | 0.05% | 0.18% | 0.29% | Q2 2013 | Q1 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STRATEGY ASSET MANAGERS LLC | 10 | 1 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q1 2019 | 15 |
OPTIMUM INVESTMENT ADVISORS | 7 | 1 | 0.05% | 0.11% | 0.16% | Q3 2013 | Q4 2023 | 15 |
SPRENG CAPITAL MANAGEMENT, INC. | 10 | 4 | 0.06% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 14 |
HITE Hedge Asset Management LLC | 5 | 1 | 0.17% | 1.52% | 6.49% | Q4 2013 | Q3 2020 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2019 | 14 |
ARGYLL RESEARCH, LLC | 12 | 2 | 0.27% | 33.98% | 57.77% | Q2 2013 | Q3 2019 | 14 |
Airain ltd | 6 | 3 | 0.01% | 0.13% | 0.44% | Q2 2013 | Q2 2017 | 14 |
Somerset Group LLC | 12 | 2 | 0.21% | 0.29% | 0.41% | Q1 2015 | Q3 2019 | 14 |
Kore Private Wealth LLC | 12 | 2 | 0.00% | 0.41% | 0.84% | Q4 2018 | Q3 2022 | 14 |
Fiduciary Trust Co International of Pennsylvania | 10 | 4 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
United Asset Strategies, Inc. | 8 | 1 | 0.05% | 0.14% | 0.25% | Q1 2014 | Q3 2018 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
Cypress Wealth Advisors LLC | 8 | 6 | 0.27% | 0.89% | 1.98% | Q2 2015 | Q1 2019 | 14 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 1 | 0.00% | 0.27% | 0.86% | Q1 2014 | Q4 2020 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.02% | 0.17% | 0.38% | Q2 2013 | Q3 2016 | 14 |
Zimmer Partners, LP | 10 | 1 | 0.06% | 0.27% | 0.85% | Q1 2015 | Q4 2021 | 14 |
SeaBridge Investment Advisors LLC | 14 | 14 | 0.00% | 0.39% | 0.86% | Q2 2013 | Q3 2016 | 14 |
Archford Capital Strategies, LLC | 10 | 4 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 14 |
NORTHSTAR INVESTMENT ADVISORS LLC | 14 | 14 | 0.07% | 0.19% | 0.28% | Q2 2013 | Q3 2016 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.06% | 0.09% | 0.16% | Q1 2020 | Q2 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2019 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q3 2016 | 14 |
Surevest, LLC | 14 | 14 | 0.08% | 0.18% | 0.37% | Q2 2019 | Q3 2022 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 2 | 0.02% | 0.09% | 0.21% | Q1 2014 | Q4 2017 | 13 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
CHELSEA COUNSEL CO | 13 | 13 | 0.34% | 0.96% | 1.56% | Q2 2013 | Q2 2016 | 13 |
Hodges Capital Management Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2017 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.14% | 0.61% | 1.14% | Q2 2013 | Q2 2016 | 13 |
TRUST CO OF VERMONT | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 13 |
WELCH & FORBES LLC | 9 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 13 |
Regal Investment Advisors LLC | 10 | 3 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 13 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2023 | 13 |
IBERIABANK CORP | 13 | 13 | 0.20% | 0.69% | 1.08% | Q4 2012 | Q4 2015 | 13 |
Grace Capital | 13 | 13 | 0.23% | 1.32% | 2.58% | Q2 2013 | Q2 2016 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.33% | 1.42% | 2.31% | Q3 2017 | Q3 2020 | 13 |
Arkfeld Wealth Strategies, L.L.C. | 13 | 13 | 0.13% | 0.20% | 0.24% | Q3 2020 | Q3 2023 | 13 |
PRIVATE ASSET MANAGEMENT INC | 9 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2017 | 13 |
Edge Wealth Management LLC | 5 | 2 | 0.00% | 0.62% | 2.52% | Q4 2014 | Q2 2021 | 13 |
Sovereign Investment Advisors, LLC | 13 | 13 | 1.24% | 2.27% | 3.18% | Q3 2020 | Q3 2023 | 13 |
Linscomb & Williams, Inc. | 10 | 3 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q2 2020 | 13 |
WEDBUSH SECURITIES INC | 7 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 13 |
COMMONWEALTH BANK OF AUSTRALIA | 7 | 6 | 0.01% | 0.48% | 1.50% | Q2 2013 | Q4 2018 | 13 |
Founders Capital Management | 13 | 13 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q1 2020 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 1.68% | 2.15% | 3.04% | Q2 2013 | Q2 2016 | 13 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 13 |
ASSOCIATED BANC-CORP | 13 | 13 | 0.02% | 0.07% | 0.14% | Q1 2014 | Q1 2017 | 13 |
CoreCommodity Management, LLC | 8 | 1 | 0.01% | 0.08% | 0.11% | Q1 2015 | Q2 2023 | 13 |
Baldwin Investment Management, LLC | 13 | 13 | 0.09% | 0.19% | 0.27% | Q2 2013 | Q2 2016 | 13 |
Wealth Alliance | 12 | 12 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
TEACHERS ADVISORS, LLC | 12 | 12 | 0.01% | 0.05% | 0.07% | Q2 2016 | Q1 2019 | 12 |
Bartlett & Co. LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 12 |
Virtu KCG Holdings LLC | 4 | 2 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q2 2017 | 12 |
First Eagle Investment Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.08% | Q3 2015 | Q2 2018 | 12 |
PALISADE CAPITAL MANAGEMENT, LP | 12 | 12 | 0.06% | 0.14% | 0.18% | Q4 2012 | Q3 2015 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.07% | 0.33% | 0.85% | Q4 2020 | Q3 2023 | 12 |
PRENTISS SMITH & CO INC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 12 | 0.05% | 0.48% | 0.89% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q1 2016 | 12 |
WADDELL & REED FINANCIAL INC | 11 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2017 | 12 |
COWEN INC. | 9 | 1 | 0.01% | 0.10% | 0.18% | Q1 2013 | Q2 2017 | 12 |
Ancora Advisors LLC | 11 | 1 | 0.00% | 0.15% | 0.22% | Q2 2013 | Q4 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2018 | 12 |
Caption Management, LLC | 5 | 3 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q4 2021 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2016 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 1.60% | 4.76% | 7.64% | Q4 2020 | Q3 2023 | 12 |
Guidant Wealth Advisors | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
KWB Wealth | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.02% | 0.06% | 0.08% | Q2 2016 | Q1 2019 | 12 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.21% | 1.67% | Q3 2017 | Q2 2023 | 12 |
Frontier Wealth Management LLC | 12 | 12 | 0.02% | 0.06% | 0.15% | Q4 2014 | Q3 2017 | 12 |
Argent Trust Co | 4 | 2 | 0.01% | 0.08% | 0.21% | Q4 2014 | Q3 2023 | 12 |
Municipal Employees' Retirement System of Michigan | 10 | 2 | 0.14% | 0.25% | 0.45% | Q1 2016 | Q1 2019 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Clarkston Capital Partners, LLC | 12 | 12 | 0.02% | 0.10% | 0.22% | Q1 2014 | Q4 2016 | 12 |
RATIONAL ADVISORS LLC | 8 | 2 | 0.01% | 0.09% | 0.28% | Q2 2011 | Q1 2018 | 12 |
WealthTrust Fairport, LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 12 |
LS Investment Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 12 |
Cedar Mountain Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CKW FINANCIAL GROUP | 11 | 1 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q4 2016 | 12 |
AlphaMark Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2019 | 12 |
Gilman Hill Asset Management, LLC | 6 | 6 | 0.09% | 0.16% | 0.24% | Q1 2014 | Q3 2023 | 12 |
First City Capital Management, Inc. | 12 | 12 | 0.07% | 0.18% | 0.28% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Vestcor Inc | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 3 | 0.00% | 0.13% | 0.21% | Q1 2020 | Q3 2023 | 12 |
Gryphon Financial Partners LLC | 12 | 12 | 0.02% | 0.10% | 0.20% | Q4 2017 | Q3 2020 | 12 |
CLINTON GROUP INC | 3 | 1 | 0.04% | 0.18% | 0.53% | Q2 2013 | Q3 2018 | 12 |
PUTNAM INVESTMENTS LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2017 | 12 |
Balentine LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q2 2021 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.04% | 0.15% | 0.22% | Q2 2013 | Q4 2015 | 11 |
Alexandria Capital, LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Jump Financial, LLC | 5 | 2 | 0.03% | 0.15% | 0.32% | Q3 2020 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q3 2022 | 11 |
Starfire Investment Advisers, Inc. | 5 | 1 | 0.16% | 0.86% | 1.48% | Q1 2015 | Q4 2019 | 11 |
Virtus ETF Advisers LLC | 8 | 2 | 0.66% | 2.54% | 4.87% | Q4 2015 | Q4 2018 | 11 |
Brookstone Capital Management | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 1 | 0.00% | 0.06% | 0.24% | Q1 2020 | Q4 2023 | 11 |
SG3 Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q2 2022 | 11 |
NATIONAL PLANNING CORP | 10 | 1 | 0.02% | 0.12% | 0.18% | Q2 2013 | Q3 2016 | 11 |
Jacobus Wealth Management, Inc. | 11 | 11 | 0.11% | 0.39% | 0.72% | Q2 2013 | Q4 2015 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q4 2015 | 11 |
BOSTON ADVISORS LLC | 11 | 11 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q4 2015 | 11 |
AMERICAN CENTURY COMPANIES INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 11 |
Clearstead Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Ballentine Partners, LLC | 11 | 11 | 0.08% | 0.12% | 0.23% | Q2 2017 | Q4 2019 | 11 |
WASHINGTON TRUST BANK | 8 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q1 2018 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.07% | 0.16% | 0.23% | Q2 2013 | Q4 2015 | 11 |
GRAND JEAN CAPITAL MANAGEMENT INC | 10 | 1 | 0.08% | 2.19% | 3.15% | Q2 2013 | Q3 2017 | 11 |
WBH ADVISORY INC | 11 | 11 | 0.12% | 0.31% | 0.43% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.06% | 0.35% | 0.86% | Q4 2020 | Q4 2023 | 11 |
Wealthstreet Investment Advisors, LLC | 9 | 2 | 0.01% | 0.05% | 0.06% | Q4 2017 | Q1 2021 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.03% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Callahan Advisors, LLC | 11 | 11 | 0.06% | 0.15% | 0.20% | Q2 2013 | Q4 2015 | 11 |
ECLECTIC ASSOCIATES INC /ADV | 8 | 3 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Whitnell & Co. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Perkins Investment Management, LLC | 6 | 4 | 0.01% | 0.73% | 1.25% | Q2 2013 | Q4 2015 | 10 |
Daniel Devine & Co | 5 | 5 | 0.18% | 0.23% | 0.36% | Q4 2014 | Q2 2017 | 10 |
Shamrock Asset Management LLC | 10 | 10 | 0.19% | 0.24% | 0.32% | Q2 2013 | Q3 2015 | 10 |
State of Wyoming | 10 | 10 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2021 | 10 |
WESPAC Advisors, LLC | 9 | 1 | 0.16% | 0.33% | 0.42% | Q2 2013 | Q2 2017 | 10 |
MetLife Investment Management, LLC | 10 | 10 | 0.14% | 0.25% | 0.33% | Q3 2018 | Q4 2020 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 10 |
SEIZERT CAPITAL PARTNERS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Kovack Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q2 2022 | 10 |
KEELEY ASSET MANAGEMENT CORP | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Saratoga Research & Investment Management | 9 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 10 |
ICON ADVISERS INC/CO | 7 | 3 | 0.54% | 0.97% | 1.80% | Q4 2014 | Q1 2023 | 10 |
Brown Advisory Securities, LLC | 10 | 10 | 0.12% | 0.17% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Gruss & Co., LLC | 10 | 10 | 1.81% | 2.88% | 3.48% | Q2 2013 | Q3 2015 | 10 |
Regent Investment Management LLC | 5 | 2 | 0.04% | 0.12% | 0.18% | Q4 2014 | Q1 2020 | 10 |
Azimuth Capital Management LLC | 10 | 10 | 0.18% | 0.26% | 0.30% | Q2 2013 | Q3 2015 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 0.25% | 0.58% | 1.00% | Q2 2021 | Q3 2023 | 10 |
PAYDEN & RYGEL | 10 | 10 | 0.01% | 1.54% | 2.39% | Q2 2013 | Q3 2015 | 10 |
Family Management Corp | 10 | 10 | 0.59% | 1.96% | 2.66% | Q2 2013 | Q3 2015 | 10 |
Douglass Winthrop Advisors, LLC | 10 | 10 | 0.04% | 0.13% | 0.20% | Q2 2013 | Q3 2015 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2023 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 10 | 10 | 0.00% | 0.08% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2022 | 10 |
Sandhill Capital Partners LLC | 10 | 10 | 0.10% | 0.30% | 0.48% | Q2 2013 | Q3 2015 | 10 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 10 | 10 | 0.03% | 0.10% | 0.15% | Q2 2013 | Q3 2015 | 10 |
Grassi Investment Management | 6 | 4 | 0.04% | 0.24% | 0.51% | Q2 2014 | Q1 2017 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 10 |
Boston Trust Walden Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 10 | 10 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q3 2015 | 10 |
NORTHEAST INVESTMENT MANAGEMENT | 10 | 10 | 0.04% | 0.12% | 0.17% | Q2 2013 | Q3 2015 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2022 | 10 |
NWAM LLC | 4 | 2 | 0.02% | 0.08% | 0.15% | Q3 2012 | Q3 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Arrow Investment Advisors, LLC | 10 | 10 | 0.13% | 0.17% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 10 | 10 | 0.10% | 0.15% | 0.19% | Q2 2013 | Q3 2015 | 10 |
MONETARY MANAGEMENT GROUP INC | 10 | 10 | 0.05% | 0.25% | 0.31% | Q2 2013 | Q3 2015 | 10 |
Steinberg Global Asset Management | 10 | 10 | 0.07% | 0.20% | 0.26% | Q2 2013 | Q3 2015 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.39% | 0.65% | 0.80% | Q3 2013 | Q4 2015 | 10 |
Hemenway Trust Co LLC | 10 | 10 | 0.19% | 0.29% | 0.37% | Q1 2013 | Q2 2015 | 10 |
Summit Asset Management, LLC | 10 | 10 | 0.17% | 0.26% | 0.32% | Q2 2013 | Q3 2015 | 10 |
Pekin Hardy Strauss, Inc. | 10 | 10 | 0.04% | 0.06% | 0.12% | Q1 2013 | Q2 2015 | 10 |
ProVise Management Group, LLC | 6 | 1 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q2 2019 | 10 |
Manchester Capital Management LLC | 9 | 1 | 0.00% | 0.06% | 0.14% | Q3 2014 | Q1 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 10 |
SEARLE & CO. | 5 | 5 | 0.17% | 0.28% | 0.54% | Q4 2014 | Q3 2017 | 10 |
Lehman & Derafelo Financial Resources LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 10 |
Derbend Asset Management | 10 | 10 | 0.50% | 0.95% | 1.91% | Q2 2021 | Q3 2023 | 10 |
PartnerRe Asset Management CORP | 10 | 10 | 0.10% | 1.49% | 2.33% | Q2 2013 | Q3 2015 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Hillman Capital Management, Inc. | 10 | 10 | 1.04% | 2.93% | 3.72% | Q1 2020 | Q2 2022 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.17% | 0.46% | 0.86% | Q2 2013 | Q3 2015 | 10 |
Trust Co | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Proficio Capital Partners LLC | 5 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2019 | 9 |
GW HENSSLER & ASSOCIATES LTD | 9 | 9 | 0.03% | 0.14% | 0.30% | Q2 2013 | Q2 2015 | 9 |
Wealthspire Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Detwiler Fenton Investment Management LLC | 5 | 4 | 0.24% | 0.32% | 0.70% | Q2 2012 | Q2 2015 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
CAPITAL COUNSEL LLC/NY | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
First PREMIER Bank | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
MML INVESTORS SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.20% | 0.33% | 0.48% | Q2 2013 | Q2 2015 | 9 |
Hexagon Capital Partners LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
RGT Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.43% | 2.87% | Q4 2019 | Q4 2021 | 9 |
PALLADIUM PARTNERS LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2015 | 9 |
DAVIS R M INC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2015 | 9 |
SEGALL BRYANT & HAMILL, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2018 | 9 |
BANK OF STOCKTON | 9 | 9 | 0.15% | 0.25% | 0.31% | Q2 2013 | Q2 2015 | 9 |
Chevy Chase Trust Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 9 |
Essex Financial Services, Inc. | 9 | 9 | 0.10% | 0.19% | 0.25% | Q2 2013 | Q2 2015 | 9 |
GOFEN & GLOSSBERG LLC /IL/ | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
CHATHAM CAPITAL GROUP, INC. | 9 | 9 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q2 2015 | 9 |
Rothschild Capital Partners, LLC | 9 | 9 | 2.41% | 3.17% | 3.74% | Q2 2013 | Q2 2015 | 9 |
ANCHOR CAPITAL ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 9 |
Coe Capital Management, LLC | 8 | 1 | 0.12% | 0.40% | 0.55% | Q2 2013 | Q3 2015 | 9 |
TEXAS CAPITAL BANCSHARES INC/TX | 9 | 9 | 0.13% | 0.74% | 1.58% | Q2 2013 | Q2 2015 | 9 |
Krilogy Financial LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2017 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 9 | 9 | 0.96% | 1.75% | 2.12% | Q4 2013 | Q4 2015 | 9 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 6 | 3 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q3 2023 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q2 2015 | 9 |
ZACKS INVESTMENT MANAGEMENT | 9 | 9 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
ALLSTATE CORP | 9 | 9 | 0.10% | 0.46% | 1.01% | Q3 2013 | Q3 2015 | 9 |
Nelson Capital Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.03% | 0.15% | 0.26% | Q4 2013 | Q4 2016 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.07% | 0.13% | 0.30% | Q1 2015 | Q1 2017 | 9 |
FORVIS Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Disciplined Investments, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
BRAUN STACEY ASSOCIATES INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Sheaff Brock Investment Advisors, LLC | 9 | 9 | 0.03% | 0.08% | 0.13% | Q4 2015 | Q4 2017 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.06% | 0.10% | 0.20% | Q3 2021 | Q3 2023 | 9 |
OTA Financial Group L.P. | 5 | 2 | 0.78% | 1.94% | 3.71% | Q4 2019 | Q1 2023 | 9 |
Certified Advisory Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 9 | 9 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
CHESAPEAKE ASSET MANAGEMENT LLC | 9 | 9 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q2 2015 | 9 |
BANK OF NOVA SCOTIA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
AEGON ASSET MANAGEMENT UK PLC | 9 | 9 | 0.07% | 0.40% | 0.75% | Q2 2013 | Q2 2015 | 9 |
Donoghue Forlines LLC | 8 | 8 | 0.07% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
FIRST FOUNDATION ADVISORS | 8 | 8 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2015 | 8 |
PRIO WEALTH LIMITED PARTNERSHIP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 8 |
MOGY JOEL R INVESTMENT COUNSEL INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Ferris Capital, LLC | 8 | 8 | 0.07% | 0.12% | 0.19% | Q2 2017 | Q1 2019 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD MANAGEMENT CORP /IL/ | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
CAPITAL ADVISORS INC/OK | 8 | 8 | 0.06% | 0.09% | 0.18% | Q2 2013 | Q1 2015 | 8 |
Evanson Asset Management, LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2013 | Q3 2015 | 8 |
HENNESSY ADVISORS INC | 8 | 8 | 0.66% | 1.20% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Exchange Capital Management, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 8 |
TIAA CREF TRUST CO FSB/MO | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 8 |
Beacon Pointe Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MARK ASSET MANAGEMENT LP | 8 | 8 | 0.06% | 0.08% | 0.10% | Q3 2013 | Q2 2015 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
GenTrust, LLC | 8 | 8 | 0.04% | 0.11% | 0.24% | Q4 2016 | Q3 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
TORRAY INVESTMENT PARTNERS LLC | 6 | 2 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2016 | 8 |
Acropolis Investment Management, LLC | 8 | 8 | 0.02% | 0.09% | 0.12% | Q2 2013 | Q1 2015 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lehman Financial Resources, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
EagleClaw Capital Managment, LLC | 8 | 8 | 0.02% | 0.12% | 0.21% | Q4 2018 | Q3 2020 | 8 |
Hirtle Callaghan & Co LLC | 6 | 2 | 0.03% | 0.07% | 0.11% | Q3 2013 | Q2 2017 | 8 |
CI Global Investments Inc. | 8 | 8 | 0.03% | 0.22% | 0.54% | Q2 2013 | Q1 2015 | 8 |
Heritage Trust Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Charles Schwab Trust Co | 8 | 8 | 0.06% | 0.11% | 0.29% | Q3 2019 | Q2 2021 | 8 |
Fractal Investments LLC | 8 | 8 | 3.42% | 7.40% | 10.27% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.73% | 0.95% | 1.04% | Q2 2013 | Q1 2015 | 8 |
Retirement Planning Group, LLC | 5 | 3 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q2 2015 | 8 |
BRASADA CAPITAL MANAGEMENT, LP | 8 | 8 | 0.25% | 0.60% | 0.74% | Q4 2017 | Q3 2019 | 8 |
CONGRESS ASSET MANAGEMENT CO /MA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
First Western Capital Management Co | 8 | 8 | 0.22% | 0.44% | 0.60% | Q4 2013 | Q3 2015 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
V Wealth Advisors LLC | 7 | 1 | 0.04% | 0.08% | 0.09% | Q2 2017 | Q1 2022 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 2 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.44% | 0.67% | 1.00% | Q4 2015 | Q3 2017 | 8 |
1834 INVESTMENT ADVISORS CO | 4 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 8 |
Zions Bancorporation | 4 | 2 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q1 2018 | 8 |
Third Security, LLC | 8 | 8 | 0.55% | 1.56% | 5.34% | Q2 2013 | Q1 2015 | 8 |
PBMares Wealth Management LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Greylin Investment Management, Inc | 8 | 8 | 0.09% | 0.12% | 0.14% | Q3 2015 | Q2 2017 | 8 |
Uniplan Investment Counsel, Inc. | 8 | 8 | 0.09% | 0.25% | 0.66% | Q2 2015 | Q1 2017 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2017 | 8 |
MDE Group | 8 | 8 | 0.32% | 0.43% | 0.55% | Q2 2013 | Q1 2015 | 8 |
Coho Partners, Ltd. | 6 | 2 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q2 2015 | 8 |
Coastline Trust Co | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q3 2017 | 8 |
KEMPER Corp | 8 | 8 | 1.00% | 1.99% | 2.44% | Q2 2013 | Q1 2015 | 8 |
KING INVESTMENT ADVISORS INC/TX | 8 | 8 | 0.25% | 0.28% | 0.32% | Q2 2013 | Q1 2015 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CUMBERLAND ADVISORS INC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2015 | 8 |
Dorsey & Whitney Trust CO LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Janney Capital Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 3 | 0.05% | 0.09% | 0.15% | Q1 2019 | Q3 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q2 2021 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2014 | 7 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.05% | 0.12% | 0.23% | Q3 2014 | Q3 2016 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.23% | 0.32% | Q2 2013 | Q4 2014 | 7 |
Venturi Wealth Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 7 |
Cannell & Co. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Crosspoint Capital Strategies, LLC | 4 | 1 | 0.03% | 0.06% | 0.14% | Q4 2013 | Q4 2015 | 7 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.09% | 0.20% | Q1 2015 | Q3 2023 | 7 |
WADE G W & INC | 3 | 2 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q2 2017 | 7 |
Stanley-Laman Group, Ltd. | 4 | 3 | 0.06% | 0.17% | 0.38% | Q1 2015 | Q1 2017 | 7 |
Haverford Trust Co | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Sunesis Advisors, LLC | 7 | 7 | 0.14% | 0.22% | 0.45% | Q4 2019 | Q2 2021 | 7 |
CARRET ASSET MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2013 | Q3 2014 | 7 |
AUGUSTINE ASSET MANAGEMENT INC | 7 | 7 | 0.06% | 0.10% | 0.18% | Q3 2019 | Q1 2021 | 7 |
Ranger International Management, LP | 5 | 2 | 0.01% | 2.27% | 4.34% | Q2 2013 | Q2 2015 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 7 |
Liberty Capital Management, Inc. | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 7 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Hoxton Financial, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 7 |
GAMBLE JONES INVESTMENT COUNSEL | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.13% | 0.24% | 0.29% | Q2 2013 | Q4 2014 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.05% | 0.09% | 0.14% | Q4 2016 | Q2 2018 | 7 |
Soroban Capital Partners LP | 7 | 7 | 0.10% | 0.23% | 0.48% | Q2 2017 | Q4 2018 | 7 |
Sterneck Capital Management, LLC | 7 | 7 | 0.14% | 0.18% | 0.22% | Q2 2013 | Q4 2014 | 7 |
AMP Capital Investors Ltd | 6 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2021 | 7 |
Pinnacle Advisory Group, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2015 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q2 2019 | 7 |
Li Winifred I | 7 | 7 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q4 2014 | 7 |
JAMES INVESTMENT RESEARCH INC | 7 | 7 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q4 2014 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
GLG Partners LP | 7 | 7 | 0.09% | 0.35% | 0.80% | Q2 2016 | Q4 2017 | 7 |
CMT Capital Markets Trading GmbH | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2015 | 7 |
Laurel Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q1 2013 | Q3 2019 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
MARINER INVESTMENT GROUP LLC | 7 | 7 | 0.48% | 3.41% | 5.42% | Q2 2016 | Q4 2017 | 7 |
Willingdon Wealth Management | 7 | 7 | 0.69% | 0.83% | 0.93% | Q4 2013 | Q2 2015 | 7 |
EATON VANCE MANAGEMENT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 7 |
TRUST CO OF VIRGINIA /VA | 4 | 3 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q1 2015 | 7 |
Independence Trust CO | 7 | 7 | 0.38% | 0.92% | 1.20% | Q2 2013 | Q4 2014 | 7 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
NN Investment Partners Holdings N.V. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
NTV ASSET MANAGEMENT LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
1ST SOURCE BANK | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Summit Financial, LLC | 3 | 1 | 0.01% | 0.08% | 0.13% | Q4 2018 | Q1 2022 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q2 2015 | 6 |
Live Your Vision, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q3 2014 | 6 |
FRONTIER INVESTMENT MGMT CO | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Swift Run Capital | 4 | 2 | 0.10% | 0.12% | 0.16% | Q4 2013 | Q2 2015 | 6 |
JTC Employer Solutions Trustee Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
West Family Investments, Inc. | 6 | 6 | 0.14% | 0.33% | 0.58% | Q4 2019 | Q1 2021 | 6 |
WEST CHESTER CAPITAL ADVISORS, INC | 6 | 6 | 0.17% | 0.30% | 0.56% | Q2 2013 | Q3 2014 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 1.03% | 1.15% | 1.31% | Q2 2013 | Q3 2014 | 6 |
XR Securities LLC | 4 | 1 | 0.00% | 0.06% | 0.14% | Q3 2018 | Q4 2021 | 6 |
Capital Innovations LLC | 4 | 2 | 0.48% | 0.95% | 1.47% | Q4 2013 | Q3 2015 | 6 |
Hawkins Capital L.P. | 6 | 6 | 0.16% | 1.72% | 2.12% | Q2 2016 | Q3 2017 | 6 |
Limestone Value Partners, LLC | 6 | 6 | 2.01% | 3.99% | 6.09% | Q2 2015 | Q3 2016 | 6 |
NBW CAPITAL LLC | 3 | 3 | 0.04% | 0.95% | 1.99% | Q2 2013 | Q3 2023 | 6 |
CFM WEALTH PARTNERS LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 6 |
First Capital Advisors Group, LLC. | 3 | 1 | 0.03% | 0.14% | 0.23% | Q4 2016 | Q2 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 2 | 0.09% | 0.12% | 0.20% | Q4 2016 | Q2 2018 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
GIRARD PARTNERS LTD. | 5 | 1 | 0.01% | 0.16% | 0.22% | Q2 2014 | Q3 2018 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Yellowstone Partners, LLC | 6 | 6 | 0.12% | 0.16% | 0.20% | Q4 2013 | Q1 2015 | 6 |
Global Wealth Management Investment Advisory, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 1 | 0.95% | 4.77% | 6.87% | Q2 2013 | Q4 2018 | 6 |
TSFG, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Permanens Capital L.P. | 4 | 1 | 0.00% | 0.14% | 0.29% | Q4 2014 | Q1 2020 | 6 |
TELEMUS CAPITAL, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q2 2017 | 6 |
Price Jennifer C. | 6 | 6 | 0.05% | 0.71% | 1.30% | Q2 2022 | Q3 2023 | 6 |
Verition Fund Management LLC | 3 | 1 | 0.02% | 0.09% | 0.32% | Q2 2016 | Q4 2022 | 6 |
Maryland Capital Management | 6 | 6 | 0.05% | 0.07% | 0.08% | Q1 2014 | Q2 2015 | 6 |
Parallel Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 6 |
FORTEM FINANCIAL GROUP, LLC | 6 | 6 | 0.37% | 0.66% | 0.80% | Q2 2022 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 6 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2022 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Cerity Partners LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q3 2023 | 6 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.10% | 0.15% | 0.33% | Q2 2013 | Q3 2014 | 6 |
Calamos Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Inscription Capital, LLC | 4 | 2 | 0.03% | 0.14% | 0.27% | Q4 2018 | Q3 2020 | 6 |
NORTHWESTERN UNIVERSITY | 6 | 6 | 1.01% | 2.11% | 3.43% | Q2 2019 | Q3 2020 | 6 |
CNA FINANCIAL CORP | 6 | 6 | 0.63% | 1.02% | 1.57% | Q4 2014 | Q1 2016 | 6 |
Cerebellum GP, LLC | 4 | 2 | 0.09% | 0.24% | 0.29% | Q1 2018 | Q3 2019 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 6 | 0.52% | 0.67% | 0.77% | Q2 2013 | Q3 2014 | 6 |
Virginia National Bank | 6 | 6 | 0.11% | 0.18% | 0.22% | Q3 2018 | Q4 2019 | 6 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.07% | 0.10% | 0.17% | Q1 2015 | Q3 2017 | 6 |
Robertson Stephens Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.16% | 0.64% | Q2 2013 | Q3 2014 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.25% | 0.56% | 0.86% | Q2 2013 | Q3 2014 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Gerstein Fisher | 3 | 3 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2015 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2021 | 6 |
Bison Wealth, LLC | 3 | 3 | 0.10% | 0.16% | 0.24% | Q4 2014 | Q4 2019 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2019 | 6 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 4 | 1 | 0.24% | 0.70% | 0.98% | Q2 2013 | Q3 2016 | 5 |
Altavista Wealth Management, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
Citizens Business Bank | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2014 | Q3 2015 | 5 |
IMA Wealth, Inc. | 4 | 1 | 0.06% | 0.10% | 0.12% | Q3 2013 | Q2 2015 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 2 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Energy Opportunities Capital Management, LLC | 4 | 1 | 1.19% | 1.76% | 2.18% | Q3 2014 | Q3 2019 | 5 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2021 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
DIAMANT ASSET MANAGEMENT, INC. | 4 | 1 | 0.04% | 0.18% | 0.25% | Q4 2017 | Q2 2019 | 5 |
Signature Financial Management, Inc. | 3 | 1 | 0.04% | 0.12% | 0.23% | Q2 2014 | Q3 2018 | 5 |
Caprock Group, LLC | 5 | 5 | 0.14% | 0.17% | 0.22% | Q1 2016 | Q1 2017 | 5 |
CenterStar Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q1 2018 | 5 |
Raab & Moskowitz Asset Management LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q1 2014 | Q1 2015 | 5 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.12% | 0.27% | 0.40% | Q4 2013 | Q2 2015 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.05% | 0.10% | 0.20% | Q1 2015 | Q1 2016 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.08% | 0.23% | 0.32% | Q3 2013 | Q3 2014 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 2 | 0.00% | 0.06% | 0.08% | Q1 2018 | Q2 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Venture Visionary Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2017 | 5 |
LSP Investment Advisors, LLC | 5 | 5 | 6.31% | 7.70% | 9.60% | Q4 2017 | Q4 2018 | 5 |
Cedar Wealth Management, LLC | 4 | 1 | 0.11% | 0.15% | 0.20% | Q2 2016 | Q3 2017 | 5 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q1 2020 | 5 |
MOODY ALDRICH PARTNERS LLC | 5 | 5 | 0.23% | 0.38% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q4 2017 | 5 |
MUHLENKAMP & CO INC | 5 | 5 | 0.16% | 0.21% | 0.26% | Q4 2016 | Q4 2017 | 5 |
Sterling Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 5 |
Simmons Bank | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.06% | 0.15% | 0.24% | Q4 2013 | Q2 2016 | 5 |
Parasol Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Retirement Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FAIRFIELD, BUSH & CO. | 5 | 5 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q2 2015 | 5 |
Ledyard National Bank | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 5 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.06% | 0.09% | Q1 2015 | Q1 2020 | 5 |
Kavar Capital Partners, LLC | 5 | 5 | 0.02% | 0.08% | 0.11% | Q1 2019 | Q1 2020 | 5 |
LAKE STREET PRIVATE WEALTH, LLC | 5 | 5 | 0.17% | 0.65% | 0.99% | Q1 2019 | Q1 2020 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 5 |
Boston Common Asset Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 5 |
BRAVE ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
McGowan Group Asset Management, Inc. | 5 | 5 | 0.05% | 0.90% | 1.64% | Q2 2019 | Q2 2020 | 5 |
PFG Advisors | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CAHILL FINANCIAL ADVISORS INC | 4 | 1 | 0.13% | 0.17% | 0.27% | Q3 2015 | Q1 2017 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
Belmont Global Advisors, Inc. | 5 | 5 | 1.44% | 1.79% | 2.18% | Q4 2013 | Q4 2014 | 5 |
DUBUQUE BANK & TRUST CO | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2019 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2021 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Covington Capital Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 1 | 0.19% | 0.63% | 0.86% | Q2 2013 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Kalos Management, Inc. | 3 | 1 | 0.00% | 0.37% | 0.58% | Q4 2015 | Q2 2019 | 5 |
MILLIE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.76% | 1.87% | 3.01% | Q4 2014 | Q4 2015 | 5 |
GREENHAVEN ASSOCIATES INC | 3 | 2 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2014 | 5 |
DAVIDSON TRUST CO | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q1 2021 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
NORTH AMERICAN MANAGEMENT CORP | 5 | 5 | 0.04% | 0.07% | 0.09% | Q4 2013 | Q4 2014 | 5 |
GAM Holding AG | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Seven Post Investment Office LP | 5 | 5 | 0.77% | 0.89% | 1.00% | Q4 2018 | Q4 2019 | 5 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Taylor Wealth Management Partners | 4 | 4 | 0.02% | 0.20% | 0.73% | Q1 2015 | Q4 2015 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Chiron Investment Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q2 2023 | 4 |
Perella Weinberg Partners Capital Management LP | 3 | 1 | 0.02% | 0.53% | 1.21% | Q1 2018 | Q1 2019 | 4 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Berman Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.14% | 0.24% | 0.45% | Q4 2019 | Q3 2020 | 4 |
Castleton Investment Management LLC | 2 | 1 | 0.33% | 1.12% | 2.22% | Q4 2016 | Q4 2018 | 4 |
FFT WEALTH MANAGEMENT LLC | 3 | 1 | 0.00% | 0.19% | 0.29% | Q4 2016 | Q2 2021 | 4 |
CHILTON INVESTMENT CO INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q3 2016 | Q2 2017 | 4 |
FIDUCIARY TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q3 2015 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q2 2018 | 4 |
Aurora Investment Counsel | 4 | 4 | 0.75% | 0.89% | 1.00% | Q3 2019 | Q2 2020 | 4 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2022 | 4 |
Ameritas Investment Partners, Inc. | 3 | 1 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q3 2019 | 4 |
Cercano Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pinion Investment Advisors, LLC | 3 | 1 | 0.06% | 0.15% | 0.22% | Q4 2020 | Q4 2021 | 4 |
MASTRAPASQUA ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q2 2015 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.04% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 2 | 1 | 0.00% | 0.18% | 0.53% | Q4 2014 | Q1 2021 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2016 | Q2 2017 | 4 |
Patten Group, Inc. | 4 | 4 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q1 2016 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Farmers National Bank | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Mountain Lake Investment Management LLC | 4 | 4 | 0.87% | 2.03% | 3.32% | Q1 2016 | Q4 2016 | 4 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Private Capital Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.08% | 0.13% | 0.17% | Q4 2016 | Q3 2017 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
F&V Capital Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.48% | 0.53% | 0.61% | Q2 2013 | Q1 2014 | 4 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 4 |
SUN LIFE FINANCIAL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Welch Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
STERLING INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.34% | 0.68% | 1.04% | Q3 2015 | Q2 2016 | 4 |
Capital Wealth Planning, LLC | 3 | 1 | 0.38% | 0.77% | 1.36% | Q2 2013 | Q4 2014 | 4 |
Private Ocean, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q3 2014 | 4 |
Arcus Capital Partners, LLC | 3 | 1 | 0.00% | 0.11% | 0.15% | Q3 2016 | Q4 2022 | 4 |
Legacy Advisors, LLC | 3 | 1 | 0.00% | 0.06% | 0.11% | Q3 2017 | Q3 2018 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.56% | 0.86% | 1.10% | Q2 2013 | Q1 2014 | 4 |
Amundi | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.09% | 0.41% | 1.04% | Q4 2017 | Q3 2018 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 4 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2020 | 4 |
Abacus Planning Group, Inc. | 4 | 4 | 0.04% | 0.08% | 0.12% | Q1 2020 | Q4 2020 | 4 |
Gratus Capital, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q2 2020 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.15% | 0.19% | 0.22% | Q4 2018 | Q3 2019 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.20% | 0.32% | Q4 2012 | Q3 2016 | 4 |
ARS Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2013 | Q3 2014 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
American Assets Investment Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q4 2014 | Q4 2017 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Harfst & Associates, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2017 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
ARES MANAGEMENT LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 4 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 4 | 4 | 0.66% | 0.75% | 0.85% | Q4 2014 | Q3 2015 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.11% | 0.15% | 0.20% | Q2 2014 | Q1 2017 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
RNC CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.45% | 0.56% | 0.66% | Q1 2021 | Q3 2021 | 3 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 3 | 3 | 0.29% | 0.32% | 0.34% | Q4 2014 | Q2 2015 | 3 |
INGALLS & SNYDER LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.54% | 0.70% | 0.79% | Q4 2014 | Q2 2015 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.10% | 0.20% | 0.38% | Q4 2015 | Q2 2016 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q4 2014 | 3 |
Arvest Bank Trust Division | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2016 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Ethos Financial Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.05% | 0.14% | Q3 2014 | Q4 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Smith Affiliated Capital Corp. | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2013 | Q3 2013 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.65% | 0.87% | 1.09% | Q4 2014 | Q2 2015 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
TD Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 3 |
SCP Investment, LP | 2 | 1 | 0.03% | 0.15% | 0.22% | Q1 2021 | Q4 2022 | 3 |
Covenant Asset Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
GHP Investment Advisors, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q3 2014 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Advisor Resource Council | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q2 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q4 2018 | 3 |
BancFirst Trust & Investment Management | 3 | 3 | 0.20% | 0.20% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
First Personal Financial Services | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q1 2017 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
EnTrust Global Partners Offshore LP | 3 | 3 | 0.51% | 1.04% | 1.86% | Q3 2018 | Q1 2019 | 3 |
Sharkey, Howes & Javer | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
STABLEFORD CAPITAL II LLC | 3 | 3 | 0.21% | 0.34% | 0.48% | Q4 2016 | Q2 2017 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.01% | 2.10% | 2.71% | Q3 2019 | Q1 2020 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q3 2014 | 3 |
RUSSELL FRANK CO/ | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 3 |
SEI TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 3 |
Domani Wealth, LLC | 3 | 3 | 0.16% | 0.20% | 0.25% | Q1 2015 | Q3 2015 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2018 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q4 2020 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
KHP Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CrestPoint Capital Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 3 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 3 |
MASON STREET ADVISORS, LLC | 2 | 1 | 0.06% | 0.10% | 0.18% | Q4 2013 | Q4 2014 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q1 2016 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 3 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2016 | 3 |
SouthState Corp | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
MV CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 3 |
SJS Investment Consulting Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
CRAWFORD INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
BNP Paribas Asset Management Holding S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Trellus Management Company, LLC | 2 | 1 | 0.21% | 0.45% | 0.59% | Q4 2015 | Q4 2019 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HHG & Company, LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q1 2016 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
ClearBridge Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.24% | 0.43% | 0.67% | Q1 2016 | Q3 2016 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
PGIM Custom Harvest LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q2 2016 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.52% | 0.83% | 1.39% | Q3 2017 | Q1 2022 | 3 |
Financial Sense Advisors, Inc. | 3 | 3 | 0.22% | 0.24% | 0.25% | Q2 2013 | Q4 2013 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Highstreet Asset Management Inc. | 2 | 1 | 0.26% | 0.33% | 0.37% | Q2 2013 | Q3 2014 | 3 |
Castleview Partners, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 3 |
Arlington Partners LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 3 |
Hudock, Inc. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q2 2014 | 3 |
TRAIN BABCOCK ADVISORS LLC | 3 | 3 | 0.74% | 0.90% | 1.03% | Q1 2015 | Q3 2015 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
OLD NATIONAL BANCORP /IN/ | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2017 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2013 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 1.00% | 1.37% | 1.97% | Q2 2020 | Q4 2020 | 3 |
BBR PARTNERS, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q3 2016 | 3 |
Quadrant Capital Management, LLC | 3 | 3 | 0.94% | 1.12% | 1.22% | Q2 2014 | Q4 2014 | 3 |
Columbia Asset Management | 1 | 1 | 0.03% | 0.05% | 0.09% | Q4 2013 | Q4 2016 | 3 |
Squar Milner Financial Services LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q4 2018 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2020 | Q2 2021 | 3 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 2 |
Arosa Capital Management LP | 2 | 2 | 1.96% | 2.49% | 3.02% | Q1 2016 | Q2 2016 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2013 | Q3 2013 | 2 |
New England Private Wealth Advisors LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q3 2018 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.39% | 0.50% | 0.62% | Q1 2015 | Q2 2015 | 2 |
SWS Partners | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
IMC-Chicago, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
PENN MUTUAL LIFE INSURANCE CO | 2 | 2 | 0.94% | 1.04% | 1.13% | Q1 2018 | Q2 2018 | 2 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 0.38% | 0.40% | 0.42% | Q1 2015 | Q2 2015 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Lourd Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Renaissance Investment Group LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q1 2015 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Leap Investments LP | 2 | 2 | 0.15% | 0.26% | 0.37% | Q1 2020 | Q2 2020 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 2 |
Price Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Strategic Income Management, LLC | 2 | 2 | 11.10% | 12.30% | 13.48% | Q4 2022 | Q1 2023 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
FBR & Co. | 2 | 2 | 0.41% | 0.46% | 0.51% | Q3 2013 | Q4 2013 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Merit Investment Management, LLC | 2 | 2 | 0.32% | 0.67% | 1.03% | Q2 2013 | Q3 2013 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2013 | Q4 2013 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Hartree Partners, LP | 1 | 1 | 0.86% | 2.20% | 3.53% | Q3 2017 | Q1 2019 | 2 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 2 |
Cloud Gate Capital, LLC | 2 | 2 | 0.94% | 1.09% | 1.24% | Q2 2015 | Q3 2015 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.03% | 0.14% | 0.25% | Q4 2018 | Q3 2019 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.44% | 0.56% | 0.69% | Q4 2017 | Q1 2018 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.24% | 0.26% | 0.29% | Q4 2016 | Q1 2017 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q4 2019 | 2 |
Gen IV Investment Opportunities, LLC | 2 | 2 | 3.56% | 4.39% | 5.22% | Q2 2017 | Q3 2017 | 2 |
Levy Wealth Management Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.14% | 0.20% | 0.25% | Q4 2017 | Q1 2018 | 2 |
BRR OpCo, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.11% | 0.20% | Q2 2019 | Q3 2019 | 2 |
BCWM, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q2 2019 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Clarus Group, Inc. | 2 | 2 | 0.57% | 0.70% | 0.83% | Q2 2023 | Q3 2023 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2015 | Q4 2015 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.88% | 0.93% | 0.98% | Q4 2016 | Q1 2017 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
BANCORPSOUTH INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q4 2014 | Q1 2015 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Ensign Peak Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
StratiFi, LLC | 1 | 1 | 0.29% | 0.97% | 1.65% | Q4 2014 | Q2 2015 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.06% | 0.11% | Q4 2015 | Q3 2016 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2017 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
P.A.W. CAPITAL CORP | 2 | 2 | 0.52% | 0.54% | 0.56% | Q3 2017 | Q4 2017 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 2 |
Centric Wealth Management | 2 | 2 | 0.36% | 0.52% | 0.68% | Q1 2022 | Q2 2022 | 2 |
Spectrum Financial Alliance Ltd LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
CALDWELL & ORKIN INC | 2 | 2 | 1.00% | 1.32% | 1.64% | Q2 2013 | Q3 2013 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.10% | 0.20% | Q4 2016 | Q4 2016 | 2 |
CIBC BANK USA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
MATTERN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Man Group plc | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q2 2018 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 3.13% | 3.23% | 3.33% | Q3 2018 | Q4 2018 | 2 |
LAU ASSOCIATES LLC | 2 | 2 | 0.41% | 0.47% | 0.52% | Q3 2018 | Q4 2018 | 2 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 2 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.06% | 0.10% | 0.13% | Q2 2016 | Q3 2018 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q1 2017 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
PATTEN & PATTEN INC/TN | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.31% | 0.40% | 0.50% | Q4 2016 | Q3 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Tufton Capital Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
CHOREO, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2014 | Q2 2014 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.12% | 0.21% | Q2 2013 | Q4 2013 | 2 |
CERTUITY, LLC | 2 | 2 | 0.07% | 0.13% | 0.20% | Q4 2019 | Q1 2020 | 2 |
PITCAIRN CO | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
WEBSTER BANK, N. A. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 2 |
Triangle Securities Wealth Management | 1 | 1 | 0.17% | 0.18% | 0.20% | Q4 2013 | Q2 2014 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
FARR MILLER & WASHINGTON LLC/DC | 2 | 2 | 0.11% | 0.15% | 0.19% | Q2 2015 | Q3 2015 | 2 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 2 |
NGP MR Management, LLC | 2 | 2 | 14.83% | 40.89% | 66.94% | Q1 2014 | Q2 2014 | 2 |
Catamount Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2019 | 2 |
First Trust Capital Management L.P. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q4 2022 | 2 |
BOSTON FAMILY OFFICE LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Alden Global Capital LLC | 1 | 1 | 0.71% | 0.84% | 0.98% | Q4 2020 | Q3 2023 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Van Cleef Asset Management,Inc | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2014 | Q3 2014 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.78% | 0.83% | 0.88% | Q4 2012 | Q3 2013 | 2 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 2.32% | 2.52% | 2.71% | Q2 2013 | Q3 2013 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 2 |
VICUS CAPITAL | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Oceanic Investment Management LTD | 1 | 1 | 1.84% | 4.26% | 6.69% | Q4 2015 | Q2 2017 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Arkos Global Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Knuff & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q4 2013 | Q4 2013 | 1 |
Shinko Asset Management Co., Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2017 | Q1 2017 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
King Wealth Management Group | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Atwater Malick LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
RBF Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2013 | Q3 2013 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2016 | Q1 2016 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Belvedere Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2019 | Q1 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Westend Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Penn Capital Management Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2017 | Q1 2017 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 2.79% | 2.79% | 2.79% | Q1 2017 | Q1 2017 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
FISHMAN JAY A LTD/MI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2015 | Q3 2015 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
LGL PARTNERS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Parkwood LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2013 | Q4 2013 | 1 |
Olympiad Research LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Wallace Capital Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Community Bank & Trust, Waco, Texas | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
HWG Holdings LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2015 | Q4 2015 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Avenir Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Forward Management, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2016 | Q4 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2013 | Q4 2013 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Asio Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2015 | Q3 2015 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KGH Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
True North Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q2 2023 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Regis Management CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WT Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ORIX Corp USA | 1 | 1 | 11.16% | 11.16% | 11.16% | Q1 2018 | Q1 2018 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2017 | Q4 2017 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
PENN DAVIS MCFARLAND INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Sculptor Capital LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
AT Bancorp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Fairholme Capital Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2023 | Q2 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
AKANTHOS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2016 | Q1 2016 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
Holistic Financial Partners | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sabal Trust CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Passport Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BROADVIEW ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Nuveen Fund Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Conservest Capital Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
FORA Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2016 | Q2 2016 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Progeny 3, Inc. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2014 | Q3 2014 | 1 |
Verdad Advisers, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
Robotti & Company | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
TradeLink Capital LLC | 1 | 1 | 7.36% | 7.36% | 7.36% | Q2 2017 | Q2 2017 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Talkot Capital, LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2015 | Q4 2015 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Tejara Capital Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Livforsakringsbolaget Skandia, Omsesidigt | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own PLAINS ALL AMERN PIPELINE L or have owned PLAINS ALL AMERN PIPELINE L in the past.